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R ef W orks 2.0 Simple ! Powerful ! Loved ! The next generation of research management—for subscribing institutional customers. RefWorks 2.0 fundamental Alan Tang - 2012 . Agenda. Access and sign-up an account with RefWorks Navigating around RefWorks Adding References in different ways

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RefWorks 2.0

Simple ! Powerful ! Loved !

The next generation of research management—for subscribing institutional customers.

RefWorks 2.0 fundamental Alan Tang - 2012

  • Access and sign-up an account with RefWorks
  • Navigating around RefWorks
  • Adding References in different ways
  • Exporting specific references
  • Search references
  • Organizing References with Folders
  • RefShare / attachments
  • Cite and Create Bibliographies
  • How can I learn more?
access refworks
Access RefWorks

RefWorks 2.0


1. Click Sign up for a new Accountto create aRefWorks personal account

2. Fill in the form and click Create Account

The name of your institute should show up here

Please type-in your login name and password If you have a Refwork account


There is always a search box here to search within your RefWorks database

From the menus here, you can access many of the features in Refworks

Tools here helps you to organizes your references and folders

After you create your account, you will see a page like this – an empty database containing no references

You will see your references here, This is a new database, so right now this area is empty


Adding references

  • Direct Import
  • Searching Online Catalogs
  • Manual

Direct import

  • ProQuest
  • Google Scholar
direct import from proquest
Direct import from ProQuest


direct import from proquest1
Direct import from ProQuest
  • Select references to export
  • Click “Export/Save ” and “RefWorks:
direct import from proquest2
Direct import from ProQuest
  • Click “Continue ” to process export
direct import from proquest3
Direct import from ProQuest

Click “view Last Imported Folder ” to view references you imported just now

direct import from proquest4
Direct import from ProQuest

Click the magnifier icon to view the full reference

direct import from ebsco
Direct import from EBSCO

Equity Market

Perform a search from EBSCO

direct import from ebsco1
Direct import from EBSCO

Select Records to add to folder


Adding References

  • By searching online catalogs
by searching online catalog
By Searching Online Catalog

Go the Select menu and select Online Catalog or Database

by searching online catalog3
By Searching Online Catalog

Select References to import to Refworks and click Import button down at the bottom


Adding References

  • Manual entry
adding new references manually
Adding New References Manually

Click References > Add New

or New Reference button


Exporting References

  • Export your references in different formats
exporting references1
Exporting References

1. Select folder of references and format to export

2/ Click Export button to export in text file.


Search References

  • Search your References Stored in RefWorks
organizing references with folders
Organizing References with Folders
  • Create new folder
  • Moving references between folders
creating new folder
Creating New Folder

When you import references they are added to the Last Imported Folder.

You may want to create folders to group references by subject, project or any other purpose.

creating new folder1
Creating New Folder

Click New folder



Fill-in new folder name and click Createbutton

Test 123

moving references between folders
Moving References between Folders

Under References to Use, select which reference you want to add to the new folder.

moving references between folders1
Moving References between Folders

You can click the tab to list all your folders

These references new show the new folder name here

organizing references with folders1
Organizing References with Folders

You can also click this icon to update your folder

You can jump to any folder by clicking on its name

share folders
Share Folders

You can also click this icon to setup share folder


Upload attachments

  • Adding attachments to a reference
upload attachments
Upload attachments

Just like adding attachments to your email,

RefWorks allow user to add unlimited number of attachments to your references.

Support Format of attachment including:


· Microsoft® office files

· Equation

· Chemical structure

· Technical drawing

· and more……..

upload attachments1

Click Edit icon of the reference

Upload Attachments

Click EDIT icon to begin edit mode




Click “Browse” to select file

Click Add attachment button to upload

cite and create bibliographies
Cite and Create Bibliographies
  • Format a Bibliography from a List of References
  • Format Paper and Bibliography (using Write-N-Cite)
the new write n cite
The new Write-N-Cite

UsingNew Write-N-Cite withMS Word

the new write n cite1
The new Write-N-Cite
  • Integrates into MS Word ribbon
  • Seamless online and offline experience
  • Ability to share across platforms (PC and Mac)
  • Inserts fully formatted citations, footnotes and bibliography – no more citation placeholders!
  • For advanced needs - optional bibliography formatting modifications can be made within WNC (changing line spacing of a style, modifying indent and more)

The new Write-N-Cite for Windows is compatible with:

- MS Word 2007 and 2010

- Windows XP, Vista and Windows 7

The new Write-N-Cite for Mac is compatible with:

- MS Word 2008 and 2011

- Mac OS X 10.5-10.7

WNC for MAC has the same features and functions as WNC for Windows and documents may be shared across platforms.

wnc can be found in word toolbar
WNC can be found in Word toolbar

Click on RefWorks to launch the new Write-N-Cite

logging in
Logging in

You log in to your RefWorks account the first time, however, you don’t need to log out, unless you are on a public computer. Remaining logged in speeds up your work and enables you to go offline at any time.

logging in1
Logging In

You enter your group code, user name and password to log in, OR you can get a WNC login code from the WNC Installation page within your RefWorks account. The login code is unique to each account and only valid for 4 hours (you only need the code once, unless you log out and then you will need a new code from the installation page).

syncing your database
Syncing your database

After you log in the first time, Write-N-Cite will automatically “sync” with your RefWorks account. This may take a few minutes. It is downloading your references and preferred output styles. Each time you open a document in Word (and are accessing the Internet), Write-N-Cite will automatically check your RefWorks account and download any newly added references or changes to your Output Style Manager. The red progress bar at the bottom of the document shows the database is syncing.

picking your output style
Picking your output style

Before you start writing, you may want pick your output style. Click on “Style” and select one of our “popular styles” or one of your “favorites” that you’ve added via the Output Style Manager.

inserting citations
Inserting citations

Click “Insert Citation” to launch the insert/edit box.

insert edit citation box
Insert/Edit Citation Box

You can access references

by folders or view all references

(which you can sort by author, year

or title).

insert edit citations box
Insert/Edit Citations box

You can also search using the search box, which will search every field….

viewing your references
Viewing your references

Mouse-over a reference to see the full title….

viewing your references1
Viewing your references

Right click to view the full reference (excluding file attachments)

inserting a citation
Inserting a citation

When you select a reference,

You will see a preview of the

formatted citation and it will also

display at the bottom should

you want to re-order how the

references are displayed in-text.

inserting a citation1
Inserting a citation

Your citation is inserted into your paper fully formatted in the

output style you selected…

inserting a bibliography
Inserting a bibliography

You can insert your bibliography anywhere in your paper and watch your bibliography format while you write.

editing citations
Editing citations

Preview the citation before inserting

it into your paper. You can even edit

the citation – adding information to it

or hiding it altogether.


You can easily turn any citation

into a footnote. Just mark the

“Make Footnote” option. You will

see a preview of the footnote in

the citation preview box.

editing citations1
Editing citations

To insert multiple references in

one citation, you need to double-

click on each one in the folder or

reference view.

double click on a

selected citation to edit it.

converting old documents
Converting old documents

Write-N-Cite III documents should

automatically convert when you

launch the document with the new

Write-N-Cite, however, there is also

an option to convert an old document

or remove field codes stored in Word.

  • In addition to the citation and bibliography area of the new Write-N-Cite
  • Toolbar, there is a section called “Extras” where you can:
  • Sync your database
  • Remove field codes
  • Open your RefWorks account
refworks webinars
RefWorks Webinars

screencasts at youtube
Screencasts at YouTube

libguides refworks
LibGuides - Refworks