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Refworks

Getting Started with RefWorks

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RefWorks is a web-based tool that allows you to create your own personal reference database by importing references from text files or online databases and other various sources. With its companion program Write-N-Cite, you can cite these references while writing papers and easily format the paper and the bibliography.

Accessing Refworks

  1. Go to the Hardin Library homepage at http://www.lib.uiowa.edu/hardin
  2. Select “Refworks” from the section “Services” on the left side of the webpage
  3. Click “Log in to RefWorks” on the left side of the webpage (bookmark this link for easy future access)
  4. When off-campus, you will be prompted for your HawkID before you see the RefWorks login page

Adding References

This section covers how to add references from PubMed, SciFinder, Web of Science and Scopus and how to add references manually.

For information on how to add reference from another bibliographic management program, such as Endnote, visit RefWorks help page at http://www.refworks.com/refworks2/help/Exporting_from_Bibliographic_Programs_and_Importing_into_RefWorks.htm

Adding References from PubMed by saving/importing file

Refworks Screenshot

  1. On a PubMed search result page, check the boxes to the left of the citations you wish to add to RefWorks
  2. Click the Send to link near the top right of the screen
  3. Select Citation manager (screenshot on the right)
  4. Click the Create File button
  5. Save the file to your desktop or another easy to remember location
  6. Now open and log in RefWorks, put your cursor on References near the top left of the screen
  7. Click Import and a new window opens  Refworks Screenshot
  8. Under From Text File, the Import Filter/Data source drop box, select NLM PubMed. The Database drop box should say PubMed
  9. Click on the button that says “Choose File” and select the file you saved earlier (screenshot on the right)
  10. Finally, click the Import button near the bottom of the window

Tip: When you need to select multiple references from PubMed search results pages, use the Clipboard as a collecting tool.

Adding References from PubMed by copying/pasting text

  1. On a PubMed search result page, check the boxes to the left of the citations you wish to add to RefWorks (or access clipboard with collected citations).
  2. Using the link on top left side of screen for Display Settings, change the format to MEDLINE.
  3. Select all text by using mouse or keyboard shortcut (for PC users– Ctrl + A to select, then  Ctrl + C to copy.
  4. Navigate back to RefWorks and select References->Import from top left side of screen.
  1. Choose NLM PubMed as the Import Filter from drop down menu labeled Import Filter/Data Source.
  2. Choose  link ½ way down dialog box labeled From Text
  3. Paste in the copied text using mouse or keyboard shortcut for PC users– Ctrl + V to paste).
  4. Select Import button at bottom right side of dialog box.

** Note option to pre-select folder for import if you have one already created- you will need to scroll down within dialog box to see your folders***

Adding References from CINAHL

Most databases, such as CINAHL and other EBSCO databases, have options for a direct export into Refworks. The steps may vary slightly between databases. The steps below work in CINAHL and other EBSCO databases.

  1. On a CINAHL search result page, click on the title of the citation you wish to add to RefWorks.
  2. On the left side of the screen, click on the Export icon  Refworks Screenshot
  3. Select the option Direct Export to Refworks
  4. Click the Save button
  5. Login to RefWorks when prompted. To view the references, click on View Last Imported Folder at the right bottom of the Import References window.

Tip: When you need to select multiple references from CINAHL search results pages, use the Add to Folder feature Refworks Screenshot

Adding References from Web of Knowledge (Web of Science)

  1. On Web of Knowledge search result page, check the boxes to the left of the citations you wish to add to RefWorks
  2. Click on the Refworks button Refworks Screenshot both on the top of the bottom of your screen
  3. Login to RefWorks when prompted. To view the references, click on View Last Imported Folder at the right bottom of the Import References window.

Tip: When you need to select multiple references from Web of Knowledge search results pages, use the Marked List feature

Adding References from Scopus

  1. On Scopus search result page, check the boxes to the left of the citations you wish to add to RefWorks
  2. Click on Export located on the navigation areas on the top of your screen
  3. On the Output page, make sure the Export radio button is selected under Step 1.
  4. Under Step 2, Select RefWorks direct export in the Export format drop-down menu. Set the Output to Complete format
  5. Click on the Export button
  6. Login to RefWorks when prompted. To view the references, click on View Last Imported Folder at the right bottom of the Import References window.

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Adding References Manually

  1. In RefWorks, put your cursor on References near the top left of the screen and click Add New. A new window opens.
  2. In Fields Used By drop box, select the bibliographic output style of your choice
  3. In Ref Type drop box, select the correct type of your reference
  4. Fill in the fields after authors, titles, etc.
  5. Click the Attachment button if you wish to associate this record with a file (images, PDFs, word docs, etc.)
  6. Finally, click  Save Reference at the bottom of the window

For more information on adding reference manually, visit RefWorks help page at http://www.refworks.com/refworks2/help/Adding_References_Manually.htm

Editing References

On the top of each record in RefWorks, there is a grey tool bar (screenshot below), where you will find several small icons.

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Click the pencil icon to edit a reference. This can be handy when the reference you imported from a database contains incorrect information. In addition, you can do the following two things in in the Edit Reference window.

  • Use the Attachment button if you wish to associate this record with a file (images, PDFs, word docs, etc.)
  • Click Additional Fields and scroll down to find the Personal Notes field. This is a place where you can put your notes regarding this reference.

For more information on editing references, visit RefWorks help page at http://www.refworks.com/refworks2/help/Managing_References.htm

Finding Duplicate References

We recommend you remove duplicates before you use/cite your RefWorks references in a word document.

  1. In RefWorks, put your cursor on View near the top left of the screen and select Duplicates (screenshot on the right)
  2. Select Exact Match or Close Match

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Exact Match checks for exact matches based on the author names, title, and year of publication fields. Close Match checks by comparing a combination of author names, title, and year of publication – this provides a loose comparison and may find citations that are not really duplicates.

  1. A list of duplicates will appear. To delete the duplicates, click the delete icon

Searching RefWorks

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  • For quick searches, use the search box located on the right top of the screen. By default, it does not search attachments and you will see a red dot besides the paper clip icon before the search button. Click on the paper clip icon to include attachments in your search.
  • To perform complicate searches, use the Search tab on the top of the screen

For more information on search RefWorks, visit RefWorks help page at http://www.refworks.com/refworks2/help/Searching_Your_RefWorks_Database.htm

Creating and Using Folders

  • To create a folder, use the New Folder button near the top of the screen

When you import references from a database, they are temporarily stored in a default folder called Last Imported unless you specify in the Import Into Folder drop box in step 8 described above

  • To move references into a folder
  1. Create a folder using the New Folder button near the top of the screen
  2. Check the boxes to the left of the references you wish to move
  3. On the top of the reference list, put your cursor over the arrow after the folder icon and click on the folder of your choice
  4. A confirmation message will pop up at the right corner of your screen,
  5. To view and organize folders, click the Organize & Share Folders tab on the top of the reference list

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For more information on using folders, visit RefWorks help page at

http://www.refworks.com/refworks2/help/Organizing_Folders.htm

Using “Write-N-Cite”to Format Your Paper

Write-N-Cite is a utility that allows you to add and properly format references from your RefWorks database into your paper while you write.

  1. Download and install Write-N-Cite by going to Tools tab on the top of your screen in RefWorks and select Write-N-Cite. Note: close all MS Word documents while installing Write-N-Cite.
  2. For Window users: once Write-N-Cite is installed, a RefWorks tab will appear in the MS Word ribbon. Click RefWorks in your MS Word ribbon and then Log In (arrow 1 in the screenshot below)

For Mac Users: when Write-N-Cite is installed, go to the View tab, select Toolbars and then Write-N-Cite.

This YouTube video offers excellent instructions on using Write-N-Cite http://youtu.be/kZSpx9Q5OV8

  1. The log-in window allows two options to log in: using the login code or using the group code.
    To find the login code, go to the Write-N-Cite download page in RefWorks (Tools> Write-N-Cite) page.
    To find the group code (which periodically changes), go to RefWorks page on Hardin website (http://www.lib.uiowa.edu/find/refworks/) and click on Group Code on the left side of the screen.
  2. In the Refworks ribbon,  select an output style of your choice under the Style drop down box (arrow 2 in the screenshot below)
  3. Write your paper and click Insert Citation (arrow 3 in the screenshot below) and then Insert New in the Refworks ribbon when it is time for you to cite a course. A window will pop up.
  4. In the Write-N-Cite Insert/Edit Citation pop-up window, locate the reference you wish to cite by navigating your folders or by using the search box on the top.
  5. Click the OK button at the bottom and the reference you selected will be inserted to your paper.
  6. When you are done with your paper, put your cursor at the end of your paper or anywhere you wish to have list of reference. Go to the Refworks ribbon and click Bibliography Options, Insert Bibliography (arrow 4 in the screenshot below).  Finally, save your paper.
  7. Note: Remember to click Snyc My Database (arrow 5 in the screenshot below) in Write –N-Cite if you have made changes to your RefWorks database.

For more information on Using Write-N-Cite for Windows, visit RefWorks help page at

http://www.refworks.com/refworks2/help/Working_with_Write-N-Cite_for_Windows_(June_2012).htm

For information on using older versions of Write-N-Cite, visit

http://www.refworks.com/refworks2/help/Using_Write-N-Cite_for_Windows.htm

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Getting More Help

UI Libraries page on Refworks, which contains FAQ, common issues, and Refworks support contact information: http://guides.lib.uiowa.edu/refworks

Refworks youtube video channel: http://www.youtube.com/proquestrefworks

Refworks subject guide, which contains more information in text format, and more details about  troubleshooting: http://refworks.libguides.com/home

Contact our reference desk or your liaison librarian. Most of our liaison librarians can get you started using this tool and provide assistance with basic troubleshooting: http://www.lib.uiowa.edu/hardin/contact/