In addition to direct database exporting of citations, RefWorks offers a tool that will try to scan and parse the page you are on, whether that is a database or a web site, and import its citation information into RefWorks.
To edit a citation in RefWorks to correct or add information, simply:
1. Click on the citation you want to edit. A panel will appear on the right side of the screen.
2. Click the pencil button on the upper right.
3. Edit the information! (You can even add the PDF full text here by dragging and dropping it right onto the panel).
RefWorks has citation styles that include annotations. To add an annotation to one of your citations, just:
1. click on it and then click the pencil icon in the upper right corner of the info panel that appears.
2. You will see a field labeled Abstract. This particular citation is for a book found in WorldCat. WorldCat automatically filled the Abstract field with a table of contents for the book. Articles from databases often have the abstract from the database here.
Replace whatever is in this field with your own annotation and click Save at the top of the panel.
3. Now when you create a bibliography and choose a style that includes "Annotated with Abstracts," your bibliography will include your annotation.
Folders and projects are valuable options for good housekeeping in filing references according to topic or project. They also enable sharing with others in a study or work group at the same institution.
Projects are the overarching framework for folders. Keep to one project for folders relating to one piece of work, and never move across Projects when working on a piece of work in Word.
References in RefWorks can be allocated to named folders.
When results are exported from a database to RefWorks, you should have the option of saving to a named folder or simply continuing
If no folder is chosen at this stage, results go to a 'Last imported' page.
This will be the same when importing files of results, such as in .RIS format, from sources which do not offer direct export (such as Cochrane Library).
A project is at the next level up from folders.
This can be a valuable feature when working collaboratively with others in the same institution.
Supplier help pages:
Project - share
To share a folder of citations with another RefWorks user, click Sharing in the left sidebar.
Click Share a Folder.
A box will pop up with a menu that will allow you to choose the folder to share and enter the email addresses of anyone you want to invite (they will need to have their own RefWorks account).
If you choose Only invited people may access, the folder will only be shared with people of your choice. If you choose Anyone within your organization may join this folder, then anyone at UoB will be able to see it in the Folders at University of Birmingham collection in the Sharing sidebar.
Can read means that the person you share the folder with can only view the citations and read the PDFs. Can annotate means that they can also make comments and highlights on the PDFs. Can modify means that they can also edit citations and add or delete citations from the folder.
See also the section "How to Use RefWorks".
The following allow for DIRECT EXPORT of records to RefWorks. NB: remember to select New RefWorks in any pop-ups where you are given a choice (unless you are still using the older Legacy RefWorks).
NB: other databases may also allow direct export. If not, then you need to (typically) save an RIS file and then import this into RefWorks using the + function in RefWorks and locate and upload the file. You will need to select the correct "Filter" for the file: check with databases and RefWorks Help pages for more information.
(iStockPhotos. Purchased for use at University of Birmingham).
Database list. If you are having problems exporting references to RefWorks, please contact email@example.com for assistance. The following provides links to instructions from the supplier for exporting to RefWorks.
Cambridge CORE aka Cambridge Journals Online
eBook Central aka ebrary
Scitation (American Institute of Physics)
New RefWorks has a substantial store of referencing styles, which include those for a number of academic journals.
These are directly available when using the newer Citation Manager in Word 2016. They can also be added from within New RefWorks to then appear in Write n Cite in Word (earlier versions or 2016).
NB: for more about creating or modifying reference styles, see the RefWorks user documentation.
The citation style first should be located within New RefWorks itself, using the speech marks icon. Choose Citation Style Editor.
Browse, or enter a keyword for the journal or style, to find the required style.
Click on the required style / journal name to select.
This style, with full settings, will then show in the RefWorks screen. Click on "Save a copy" at the top right.
To return to the main RefWorks page with your documents, select the top left documents icon:
In Word, select Sync my database in the RefWorks Write n Cite tab.
The style will then be available in the drop-down menu for Style in the same top ribbon of options: simply select the new style required.
Open up the Citation Manager Add-In and click on the three lines.
Choose "Change citation style":
The core or popular styles should be immediately visible in a list.
To find another style, type in a key word (or browse by typing in a starting letter or word).
Click to select the required style name (such as from a particular journal).
Then choose "Update" to apply the chosen style to your document.
The panel view will then return to the references available within your New RefWorks folders. Any references now cited in the document, and the reference list at the end, will be in that style.
Duplicate references can be identified and filtered out in RefWorks. This is done by ticking the 3 dots icon next to the relevant folder name, and selecting "Find duplicates". There is an option then to choose all the references in the user's entire RefWorks account, and to choose either "Exact" or "Close" matches between references.
Unwanted references can then be either deleted altogether or moved to a separate folder. The latter may be preferable, so as to avoid possibly losing some items altogether.
The latest version of RefWorks emphasizes saving and working with the full text of articles in addition to their citations. When you export from a database, RefWorks should automatically scan for PDF full text and include it if available. (Tip: we've found that grabbing the full text works most reliably when using the Save to RefWorks bookmarklet).
Once the full text has been saved, all you have to is click on the citation in RefWorks, and the full text will be available in the information panel that opens on the right. Just click Read to read the full text, and even annotate it with your own highlighting and comments!
You can also add the full text to an existing citation by clicking the Edit button (looks like a pencil) in the top right corner of the information panel, and then just dragging the PDF file to the box that says Drop file here:
This box also show up when you add a brand new citation manually: if you drop the PDF there RefWorks will try to identify it using a behind-the-scenes database; if it gets a match it will fill in the citation information for you!