RefWorks: The Basics

Please note thr following regarding Safari and Internet Explorer 9 web browsers:

• Safari: RefWorks is not compatible with the Safari browser. Please use Mozilla Firefox for optimal results.
  
  
• Internet Explorer 9 (IE 9): IE 9 users may find they are unable to edit the Title field when manually entering a reference. IE 9 troubleshooting instructions are availabel here.

RefWorks is an online bibliographic management program that allows users to create a personal database of references and generate bibliographies in a variety of formats. The following instructions are for RefWorks.

• Accessing RefWorks

• Inputting References Manually

• Putting References from Research Databases into RefWorks

• Creating and Using Folders to Organize References

• Capturing Information from Web Pages using the RefGrab-It Tool

• Printing a List of References from RefWorks

• Inserting References and Formatting a Paper

• Selecting an Output Style

• Setting Up RefWorks to Include PMCID and NIHMSID Numbers

• Transferring References from RefWorks into EndNote

• Tranferring References from EndNote into RefWorks

• RefWorks Tutorial

• More Information on RefWorks

Accessing RefWorks

1. Open a web browser and go to: http://www.library.tufts.edu/ezproxy/ezproxy.asp?LOCATION=RefWorks
2. Select Sign Up for an Individual Account and complete the new user information form.
3. After you have created a RefWorks account, an email will be sent to you from RefWorks containing a Group Code for Tufts University. Keep this email! The Group Code is required to access RefWorks off-campus.

Inputting References Manually

Creating a New Reference

1. Select the Add New Reference button located near the top of the screen. An Add New Reference window will open.
2. Under View fields used by >> you can select a citation style or choose “None Selected”.
3. Select a folder (if any) and a reference type. Scroll down to input relevant information for the references.
4. When you have completed creating a new reference, select Save Reference.
5. Close out of the Add New Reference window to return to your reference list.

Editing a Reference

1. Select the Edit icon located on the far right of each reference. An Edit Reference wndow will open.
2. After modifying the reference, select Save Reference.
3. Close out of the Edit Reference window to return to your reference list.

Attaching PDFs and Word document to a Reference*

1. Select the Edit icon located on the far right of each reference. An Edit Reference wndow will open.
2. Next to Attachments, select Browse and then select the file you want to attach.*
3. Select Add Attachment and Save Reference.
4. Click on the "X" in the upper right corner of the Edit Reference window to return to your reference list.
5. References with attachments will feature a small paper clip icon .

*Attached files can be stored in your RefWorks account for access from anywhere that you access your account.  You have a maximum of 200 MB overall and there is a maximum of 20 MB per attachment.

Putting References from Research Databases into RefWorks:

EBSCO databases (includes CINAHL: Cumulative Index to Nursing and Allied Health)

1. Perform a search in an EBSCO database and use the Add to Folder icon to select individual references.
2. In the toolbar on the upper right side of the screen, select the Folder icon. A list of your selected references will be displayed.
3. Select Export icon listed in the right side of the screen.
4. Under Save citations to a file formatted for, select Direct Export to RefWorks. Select Save.
5. RefWorks will open in a new tab. Log onto RefWorks if prompted.
6. An Import References window will appear displaying the number of references sent to RefWorks.
7. Close out of the Import References window to return to your reference list.

Food Science & Technology Abstracts (FSTA)

1. Perform a search in FSTA and use the checkboxes to select individual references.
2. Select Export, which is listed on the tool bar located on the upper left side of the screen. Select Export Selected.
3. Under "Please select the format for export," select EndNote/Reference Manager/ProCite and select Save. Save the file to your computer.
4. Go to RefWorks and select References from the toolbar at the very top of the RefWorks screen. Then select Import.
5. An Import References window will appear. Select From Text File. Under Import Filter/Data Source, scroll down and select RIS Format. Under Database, select RIS Format. Browse and select the file saved from FSTA. Select Import.
6. Close out of the Import References window to return to your reference list.

Google Scholar

1. From the Google Scholar search page, click on the Settings icon, located on the upper right-side of the screen. 
2. Under Bibliography Manager, select Show links to import into and select RefWorks from the drop-down menu. Click Save.
3. Conduct your search in Google Scholar.
4. Each record displayed will have an Import into RefWorks link.  RefWorks will open in a new tab. Log onto RefWorks if prompted.
5. An Import References window will appear displaying the number of references sent to RefWorks.
6. Close out of the Import References window to return to your reference list.

Google Books

1. Perform a search in Google Books and select a result.
2. Within the Google Book record, click the About this Book link (located on the left side of the screen).
3. Scroll to the very bottom of the screen to see the Export Options tab.
4. Click the RefMan tab to download the citation information as a .RIS file.
5. Go to RefWorks and select References from the toolbar at the very top of the RefWorks screen. Then select Import.
6. An Import References window will appear. Select From Text File. Under Import Filter/Data Source, scroll down and select RIS Format. Under Database, select Reference Manager. Browse and select the file saved from FSTA. Select Import.
7. Close out of the Import References window to return to your reference list. Be sure to check the information imported. Place of publication information is not included and must be entered manually.

LexisNexis

1. Perform a search in LexisNexis and use the checkboxes to select individual references.
2. Scroll up to the top of the list of references and select the icon located on the right-side of the tool bar.
3. An "Export Bibliographic References" window will open:
   • Under Export Type, select >> Export using RefWorks
4. Click the Export button. RefWorks will open in a new tab. Log onto RefWorks if prompted.
5. A blank Import References window will appear. Alhtough the Import References window is blank, the reference has been imported.
6. Close out of the Import References window to return to your reference list.

Ovid databases (includes MEDLINE, CAB Abstracts, Global Health)

1. Perform a search in an Ovid database and use the checkboxes to select individual references.
2. Scroll up to the top of the list of references and select Export.
3. In the "Export Citation List" window:
   • Under the Export to pull-down menu>>RefWorks
   • Under Select Fields to Display>> select Complete Reference
   • Select >>Export Citation(s)
4. RefWorks will open in a new tab. Log onto RefWorks if prompted.
5. An Import References window will appear displaying the number of references sent to RefWorks.
6. Close out of the Import References window to return to your reference list.

ProQuest databases (includes AGRICOLA, Health and Safety Science Abstracts, Plant Science)

1. Perform a search in a ProQuest database and use the checkboxes to select individual references.
2. Scroll up to the top of the list of references and select Export/Save.
3. Select Export to: RefWorks. Another window will open prompting you to select Export to: RefWorks, then select Continue.
4. RefWorks will open in a new tab. Log onto RefWorks if prompted.
5. An Import References window will appear displaying the number of references sent to RefWorks.
6. Close out of the Import References window to return to your reference list.

PubMed

1. Go to PubMed and perform a search. Use the checkboxes to select individual references.
2. Click on Send to, which islocated on the upper right side of the screen. Select Citation manager and then Create File.
3. Select Save File. Save file to your computer. 
4. In RefWorks, select References from the toolbar at the very top of the RefWorks screen. Then select Import.
5. In the Import References window, under From Text File, select the following:
• Under Import Filter/Data Source, select NLM PubMed.
• Under Database, PubMed should appear.
• Select the Browse button to locate and select the file you saved from PubMed.Select the file and hit Open.
6. Select the Import button at the bottom of the Import References window.
7. Close out of the Import References window to return to your reference list.

Scopus

There are currently problems with direct export from SCOPUS into RefWorks. If the following instructions do not work properly, please use the "Importing Citations" instructions.

Direct Export

1. Go to Scopus and perform a search. Use the checkboxes to select individual references.
2. Click on the Export icon located on the toolbar, which is located at both the the top and bottom of the results list.
3. Under Select the desired output type for the selected document," select Export.
4. Under Export format, select RefWorks direct export. Use the Output pull-down menu to choose the type of citation information to be exported into RefWorks.
5. RefWorks will open in a new tab. Log onto RefWorks if prompted.
6. An Import References window will appear displaying the number of references sent to RefWorks.
7. Close out of the Import References window to return to your reference list.

Importing Citations

1. Open another browser window, go to Scopus and perform a search. Use the checkboxes to select individual references.
2. Scroll to the top of the list of search results and select the Export icon.
3. Under Export format, select RIS Format and save the file onto your computer when prompted.
4. In RefWorks
5. Go to RefWorks and select References from the toolbar at the very top of the RefWorks screen. Then select Import.
6. An Import References window will appear. Select From Text File.
7. Under Import Filter/Data Source select RIS Format, and under Database, scroll down and select SCOPUS.
8. Select the Import button.
9. Close out of the Import References window to return to your reference list.

Tufts Libraries Catalog

1. Go to RefWorks and select the Search from the toolbar at the very top of the RefWorks screen. Then select Online Catalog or Database.
2. An Online Catalog or Database window will appear. Tufts University should be listed under Search. If it is not listed under Search, scroll to the top of the list of databases and select Tufts University.
3. Select Advances Search and perform search. Search results will be listed displayed within the window.
4. Use the checkboxes to select references and select Import. Select OK when asked if you want to import selected references.
5. Close out the the Import References and Online Catalog or Database windows to return to your reference list.

Web of Science

1. Perform a search in Web of Science and use the checkboxes to select individual references.
2. At the top (or bottom) of the results list, select the Save to RefWorks button.
3. RefWorks will open in a new tab. Log onto RefWorks if prompted.
4. An Import References window will appear displaying the number of references sent to RefWorks.
5. Close out of the Import References window to return to your reference list.

WorldCat*

1. Perform a search in WorldCat and use the checkboxes to select individual references.
2. Select the small Export icon located on the upper, gray tool bar (it is located between Print and Help icons).
3. Choose the “Marked Records from the Search” and “RefWorks” radio buttons. Select Export.
4. RefWorks will open in a new tab. Log onto RefWorks if prompted.
5. An Import References window will appear displaying the number of references sent to RefWorks.
6. Close out of the Import References window to return to your reference list.

* WorldCat uses pop-up windows to export citations into RefWorks. Be sure that your browser is enabled to display pop-up windows.

Creating and Using Folders to Organize References

To create a folder:

1. Select the New Folder button located near the top of the screen.
2. Name the folder and select Create.
3. To view folders, select the Folders tab

To place references in a folder:

1. Select references to place in a folder by using the checkboxes that are located to the left of each reference.
2. Under the References tab, select the Folders icon . Select a folder from the pull-down list.
3. To view folders, select the Folders tab.

Capturing Information from Web Pages using RefGrab-It Tool

RefGrab-It works with your Web browser to capture bibliographic information from Web pages and gives you the option to import that data into your RefWorks account.

1. Select Tools from toolbar at the top of the refWorks screen and then select RefGrab-It.
2. A RefGrab-It window will open. Follow the instructions for installation provided for either the Windows or Mac version for the web browser you use. A link to RefGrab-It should appear onthe browser's toolbar.
3. To capture information about a web page, go to the web page and select the RefGrab-It link on the toolbar.
4. A window will open asking if you want to import a record containing the Web page's information into your RefWorks account. Select “Import.”
5. You will be prompted to log into RefWorks. An Import References window will appear displaying the number of references sent to RefWorks.
6. Close out of the Import References window to return to your reference list.

Printing a List of Reference from RefWorks

To print a list of references from RefWorks

1. select the Create Bibliography button near the top of the RefWorks screen. A Create Bibliography window will open.
2. Select a style from the Output Style pull-down menu.*
3. Select Format a Bibliography from a List of References.
4. Under File Type to Create, choose a format for the reference list. Under References to Include, choose you may choose to include either All References or references from a particular folder. Select Create Bibliography.

* If you do not see the style you want on listed on the Output Style pull-down menu, select the Output Style Manager link. Scroll down the list of styles, highlight the style you want and use the to add the style to Favorites.  Click on 'X' of the Output Style Manager window to return to your reference list. The style you selected will now appear in Output Style pull-down menu located under

If the style you want is not listed in RefWorks – or – if you need to create a style, please contact the Hirsh Health Sciences Library for assistance.

Inserting References and Formatting a Paper

In addition to the instructions listed below, you can also insert references and format a paper using the Write-N-Cite utility found under Tools in RefWorks.

After you have opened and saved a document in a word processing program (such as Microsoft Word or Open Office), login to RefWorks.

Step 1: Inserting in-text references into a document

1. Select the Cite icon for each reference you want to include in your paper. A “Citation Viewer” pop-up window will appear displaying an annotated version of your reference(s) in {{  }}.
2. In the “Citation Viewer” pop-up window, click the Select button. The reference(s) in the {{ }} will be highlighted.
3. Then you may either:
• Use your mouse to drag and drop the highlighted references in the {{ }} into your document where you want the in-text citation to appear. DO NOT alter reference information or remove the {{  }}!
  
  - OR -
  
  
• Copy the highlighted references in the {{ }} by selecting Copy (listed under Edit on your web browser’s toolbar) or by using Ctrl key +C.  In your document, place the cursor where you want the in-text citation to appear and select Paste (listed under Edit on your web browser’s toolbar) or by using Ctrl key +V.
4. Save your document after placing references in your document. DO NOT alter reference information contained in the {{}} or remove the {{  }}!

Step 2: Formatting your references and a bibliography in a style

1. Be sure you have saved your document.
2. In RefWorks, select the Create Bibliography button near the top of the RefWorks screen. A Create Bibliography window will open.
3. Select a style from the Output Style pull-down menu.
4. Select Format Paper and Bibliography.  Under Document to Format, select Browse to locate and select your document. Click Create Bibliography.
5. When prompted, select to open your document. A formatted copy of your document willl open.** Note that the formatted document's name is preceded by the word "Final" (e.g., a document named Thesis.doc would be formatted with the name Final-Thesis.doc).  The document containing the unformatted references in the {{ }} should also be open. 
   
   Save both the “Final” copy of your document along with the original document containing the unformatted references in the {{ }}.  If you need to make edits to the document, such as add or delete references, you must edit the document containing the unformatted references in the {{  }} and then repeat steps 1-5.

** If you receive the following error message, "Word cannot start the converter mswrd632.wpc", save your document as a .doc file (select Save As >>Word 97-2003 Document), and repeat step#4.

Selecting an Output Style

To select a style not on listed on the Output Style pull-down menu:

1. Select the Output Style Manager link.
2. Scroll down the list of styles, highlight the style you want and use the arrows to add the style to Favorites. 
3. Click on 'X' of the Output Style Manager window to return to your reference list. The style you selected will now appear in Output Style pull-down menu.

If the style you want is not available RefWorks, please contact the Hirsh Health Sciences Library for assistance.

Transferring References from RefWorks into EndNote

Only EndNote versions X and higher will allow you to transfer references from RefWorks.

1. Go to RefWorks and select References from the toolbar at the very top of the RefWorks screen. Then select Export. An Export References window will open.
   
2. Under Export Format, select RefWorks Tagged Format. Select Export.
3. A window will open prompting you to save your references as .txt file. Select Save As and save the file.
   
4. Open up the EndNote library in which you will transfer the references from RefWorks.
5. Then, in your EndNote library, go to File and select Import.
6. Browse for and select the text file exported from RefWorks.
7. Under Import Options, select RefWorks Import. Select Import.

Transferring References from EndNoteinto RefWorks

Login to your RefWorks account and open your EndNote library. Then:

1. In your EndNote library, select File and then Export. An Import Reference window will open prompting you to save your EndNote library.
2. Under Save as Type, select "Text File". Under Output Style, select Select Another Style and select "RefMan (RIS) Export". Save the file to your computer.
3. Go to RefWorks and select References from the toolbar at the very top of the RefWorks screen. Then select Import.
4. Select From Text File.* Under Import Filter/Data Source choose RIS Format. Under Database, select RIS Format.
5. Browse for and choose the text file you saved from EndNote and select Import.
6. An Import References window will appear displaying the number of references sent to RefWorks.
7. Close out of the Import References window to return to your reference list.

* Note: While the option to import From EndNote Database option is featured on the Import Reference window, this feature is not working properly at this time.

For more information on RefWorks please contact HHSL:

Email: hhsl@tufts.edu

Phone: 617.636.6705

RefWorks Tutorial

Tisch Library's RefWorks LibGuide