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Reference Management with RefWorks

Exporting References to RefWorks

Direct Import to RefWorks

The most straightforward way is with direct import. RefWorks supports hundreds of databases provided by numerous data vendors. It is vendor neutral, so the direct import should work similarly wherever it is an option.

1. When in our catalogue or a Proquest database, in the search results or in the document page you will find an “export to Refworks” option. Select it:

2. If you aren’t already logged in to RefWorks, you will be asked to do so. A screen will appear asking which version of Refworks you will want to use.

3. Select the newest version of RefWorks. You can also select the checkbox so that RefWorks won’t ask that each time you export resources.

4. Your references will be imported into your RefWorks account, with an option to immediately place items into a folder, or place items into the “Not in folder” tab on your left sidebar in the Refworks interface.


Creating References and Adding Documents within RefWorks

Add RefWorks References manually:

1. Click the Add + button and choose to either "Upload document", "Import references", or "Create reference manually"

2. For uploading references, the information will be pulled from the source if you upload the document from your files. Importing, involves pulling from another citation manager, like EasyBib or Zotero.

3. For Create references manually, you will get a fill-in menu to help create a citation:

Import Directly from Databases

Direct Export From Databases in Ebsco Host

1. Some databases have folders. When you find an article you would like to keep, select the folder that corresponds to the resource.

Image showing folder option for saving articles in EBSCO

2. Continue saving resources in the folder.

3. When you have collected all the resources you want from this database, select the Folder icon at the top of the page.

Image of where to find your folders when logged in to EBSCO

  1. You will see a list of all the references you have saved in the folder
    Image of a list of references that were saving in an EBSCO folder
                                                         Select Export
  2. Select Direct Export to RefWorks
    Image of Export to RefWorks option in EBSCO
  3. You will be asked which version of RefWorks. Select ProQuest RefWorks
    Image of Proquest RefWorks option
  4. If you have already signed in it will take you to your page. Otherwise you will be asked to sign in.
  5. RefWorks automatically goes to the Last Imported area and you will receive a message that the documents have been saved to your library
  6. Select OK to view the references
    Image of a successful import into your RefWorks account
  7. Now you will want to put these references into the appropriate folder. Select the boxes to the left of the resources. Then, select the folder icon at the top of the page
    Image of how to move the last imported references to folders you create
  8. A dropdown menu will appear. Double click on the desired folder name. You will receive a messge that says the documents have been added to the folder.
  9. If you want to view the documents, select the folder (You will find the individual folders by selected the My Folders tab)

    Image for how to put last imported references into folders already created
  10. To retrieve the full text of the document, change Normal View to Full View
  11. This will allow you to see all the bibliographic information, the Abstract, and will provide you with a link to the full article
    Image showing how to access full article from imported reference information