RefWorks

Contact your librarian

  • Cody Hennesy
  • Photo of Cody

  • Office Hours: By appointment
  • Office Location: 212 Doe
  • Contact Info:

    510-984-3046

About this Guide

This guide will help you use the online citation and research management tool RefWorks to organize citations from Library catalogs and databases.

Getting started with RefWorks

RefWorks logo
RefWorks can help you save, organize and share references. References can be merged into your Microsoft Word documents as in-text citations and reference lists formatted in any citation style you choose. Sign up for a free account (free for UCB faculty, staff and students).

General RefWorks tutorials 

Introduction to Citation Management

You do allow embedded content.

An overview of citation management software.

Feeding Pigeons by Poddington Bear is licensed under an Attribution-NonCommercial License

Citation managers

Reference managers (also called citation managers or bibliographic management software) offer a way to save, organize and manage references. Many work with word processing software to format in-text citations and bibliographies for papers and theses, allow you to share references, and enable you to attach or link PDFs to a citation record.

Wikipedia comparison of reference management software

RefWorks

Zotero

Mendeley EndNote

Oskicat to Refworks

Oskicat banner image
Import citations from Oskicat to Refworks
From the Oskicat search results screen:

  1. Check the boxes beside the items you wish to export.
  2. Click Save Selected Records, or Save All to save all records on a page.
  3. Click the View Saved button near the top of the page to see your list of saved records.
  4. Click the Export Saved button.
  5. Select EndNote/RefWorks.
  6. In the Send List To column, select Screen. Use your browser's Edit menu to select and copy all text on the page. (Alternatively, you can select Local Disk and save the references as a text file.)

In RefWorks:

  1. Log in and select References > Import.
  2. Under Import Filter/Data Source, select University of California at Berkeley.
  3. Under Database, select University of California Berkeley (OskiCat) (EndNote/RefWorks Format).
  4. Select Import data from the following text, then paste your copied text into the box and click Import. (Alternatively, select Import data from the following Text File, click Browse to navigate to the location of the file on your computer, and click Import.)

Melvyl to RefWorks

Melvyl banner image
Exporting Single Citations from Melvyl to Refworks

From the Melvyl search results:

  1. Select the title of the item you want to export.
  2. Click on the Cite/Export link.
  3. Click on Export to RefWorks.
  4. RefWorks will open in a new browser window or tab. If you are not logged in, you will be prompted to log in before continuing. Once you are logged in, your references will be imported automatically. (You may need to allow popups in your browser).

Exporting Multiple Citations from Melvyl to Refworks

  1. Register for a free account with WorldCat. Use the Sign in link at the top of the page to create your account.
  2. From the Melvyl search results page, check the boxes next to the citations you want to import, and use the dropdown above to save items to a new or existing lists.
  3. View your list by going to My WorldCat and My Lists.
  4. Open the list and click on the Citations View tab.
  5. Select the citations you want to import.
  6. From the Export selected references dropdown, choose to RefWorks.
  7. RefWorks will open in a new browser window or tab. If you are not logged in, you will be prompted to log in before continuing. Once you are logged in, your references will be imported automatically. (You may need to allow popups in your browser).

Refworks: Databases

Jump down to directions for: Academic Search CompleteJSTOR | Google Scholar | LexisNexisProQuest | PubMed | Toxline | Web of Science

RefWorks: Academic Search Complete and other EBSCO databases

EBSCO databases include Academic Search Complete, America: History and Life, Business Source Complete, ERIC, Historical Abstracts, and many more.

In an EBSCO database:

  1. From the Search Results screen, select each reference you'd like to import into RefWorks by clicking Add to Folder.

    add to folder screenshot

  2. Click Go to Folder View on the right sidebar.
  3. Click the Select/deselect all checkbox. Click Export (right sidebar).
  4. On the next screen, choose Direct Export to RefWorks. Click the Save button.
  5. RefWorks will open automatically in a new window or tab. Log in to RefWorks.

In RefWorks:

  1. Your references should be imported automatically. Choose View Last Imported Folder to verify that your references were imported correctly.

Refworks: Google Scholar

Only one reference at a time can only be imported from Google Scholar into RefWorks. If you would like to import a large number of search results, we recommend using an article database to search.

Step 1: Go to scholar.google.com. Select the Settings link at the top of the page.

Google Scholar screenshot showing Settings link

Step 2: Scroll down to Bibliography Manager.

  1. Click the radio button for Show links to import citations into...
  2. Use the pull-down menu to select RefWorks.
  3. Click Save Preferences.

    screenshot of selecting RefWorks under Bibliography manager

Step 3: Now after you perform a search, there will be an Import into RefWorks link below each search result.

screenshot of link to import to RefWorks in scholar results

Step 4: When you click on this link, the RefWorks login page will open; once you have logged in, the citation will be automatically imported.

Refworks: JSTOR

In JSTOR:

  1. On the Search Results screen, select each reference you'd like to import into RefWorks by clicking the checkbox beside the item.
  2. Click Export.

    screenshot of the export link in JSTOR

  3. Under Select a Format, choose RefWorks.
  4. RefWorks will open in a new window or tab. You may need to allow pop-ups for jstor.org and click the RefWorks link again.
  5. Log in to RefWorks.

In RefWorks:

  1. Your references should be imported automatically. Choose View Last Imported Folder to verify that your references were imported correctly.

 

RefWorks: LexisNexis

In Lexis/Nexis:

  1. From the Search Results screen, select each reference you'd like to import into RefWorks by clicking the checkbox beside the item.
  2. Find and click the Export icon (lexis-nexis icon for import to RefWorks) near the top right corner of the screen (near the Save and Print icons).
  3. Under Export Type, choose Export using RefWorks (this should be the defalt option).

In RefWorks: The references will be imported automatically once you log in. You may need to edit the imported references to place information in the proper fields.

Refworks: ProQuest databases

ProQuest databases include MLA, Historical Newspapers, EconLit, PsycInfo, and many moreYou can create a My Research account in ProQuest and synchronize it with your RefWorks account.

In ProQuest:

  1. On the Search Results screen, select each reference you'd like to import into RefWorks by clicking the checkbox beside the item.
  2. Click Export/Save.

    screenshot of a ProQuest database

  3. Choose RefWorks from the pull-down menu.
  4. Click Continue.
  5. Refworks will automatically open in a new browser tab. Log in to RefWorks.

In RefWorks:

  1. Your references should be imported automatically. Choose View Last Imported Folder to verify that your references were imported correctly.

You can also watch a brief YouTube video for a demonstration:

video icon Importing References from ProQuest Databases to RefWorks


Refworks: PubMed

In PubMed:

  1. On the search results screen, use the checkboxes to select the citations you want to import to RefWorks, and then click on the Send to: menu. 
    Selected PubMed citations

  2. In the Send to: menu, choose Citation manager and then click Create File.

    PubMed Medline

  3. Save the .nbib file of citations to your desktop.

In RefWorks:

  1. In a new browser tab, open the RefWorks Login page and enter your user name and password, or sign up for an account if you are a new user.
  2. From the menu, choose References > Import.

    RefWorks menu

  3. Under Import From Text File, select Import Filter/Data Source: NLM PubMed and Database: PubMed. Then Browse to the location of the citation file, select it, and click the Import button.

    RefWorks import settings

  4. When the Import Completed dialogue box appears, click the View Last Imported Folder button to view your imported citations.

Video: video icon Importing records from PubMed to RefWorks

Refworks: Toxline (NLM)

In Toxline:

  1. On the Search Results screen, select each record you'd like to import into RefWorks by clicking the checkbox beside the item.
  2. On the left sidebar, click Save Checked Items.
  3. Click Display Checked Items.
  4. Click Download (left sidebar).
  5. Change the Download format to Tagged and click Download.
  6. You will be prompted to open or save the document (it will be a .txt file). Open the document.
  7. Open the document using Notepad (Windows) or TextEdit (Mac). Press Ctrl+A to select all text, then Ctrl+C to copy.
  8. Go to www.refworks.com and log in to your RefWorks account.
  9. Select References > Import. Select From Text.
  10. Paste your copied text from your text file (Ctrl+V). Change the Import Filter/Data Source to TOXNET. Change the Database to TOXLINE.
  11. Click Import.

Video:  Import NLM TOXLINE Citations into RefWorks

Refworks: Web of Science

BIOSIS is shown in the example below, but these instructions apply to any of the ISI Web of Knowledge databases (listed at the bottom of this section).

Importing single citations

If you are performing multiple searches in a database you may want use the Marked List feature. This will allow you to efficiently export citations from multiple searches at one time.

Web of Knowledge databases for which the above works:
Video: icon for link to video Importing Records from ISI Web of Knowledge Databases to RefWorks (3 min)

Refworks: Other sources

Jump down to directions for: Ebrary | Oxford Bibliographies

RefWorks: Ebrary

Ebrary is a collection of more than 77,000 complete e-books, covering 16 key subject areas including business and economics, computers and IT, literature and linguistics, history, political science, and more.


Importing single references from ebrary

In ebrary: From the search results screen in ebrary, click on the RefWorks button refworks button. Or, from QuickView or the ebrary Reader: Select InfoTools, then select RefWorks.

In RefWorks: RefWorks will open in a new browser window or tab. If you are not logged in, you will be prompted to log in before continuing. Once you are logged in, your reference will be imported automatically.


Importing multiple references from ebrary

In ebrary:

  1. Sign in to ebrary.
  2. Add the references you want to export to your ebrary bookshelf.
  3. You can do this from Quick View (click ebrary bookshelf button) or from the ebrary Reader (select InfoTools, then select Add to My Bookshelf).
  4. Select the Bookshelf tab. Create a folder for the references you have saved to your bookshelf, or put them in an existing folder.  You must put your references in a folder in order to export them to RefWorks.
  5. Click on the folder name to view its contents. Select Export entire document to RefWorks.

In RefWorks: RefWorks will open in a new browser window or tab. If you are not logged in, you will be prompted to log in before continuing. Once you are logged in, your references will be imported automatically.


Configuring ebrary to show RefWorks buttons

You may need to configure ebrary to show RefWorks buttons. When you use ebrary on a different computer, or with another browser on the same computer, you will need to repeat this process. 

  1. Click My Settings, located beside the Sign In link in the top right corner of the main ebrary screen.  (Note: You do not need to be signed in to change My Settings.)
  2. Scroll down to Managing Bibliographic Information and click the Show RefWorks buttons check box.

Refworks: Oxford Bibliographies

NOTE: If you have Zotero installed, but don't want to use it, you need to go into preferences and turn off "Use Zotero to download RIS/Refer Files."

  1. Conduct your search and select Save Citation to add article to My OBO list (must create an account first)NOTE: You have to save them one by one, can't batch them.

  2. From My OBO, mark the article(s) you want to export and select Export Citations.
  3. A new screen will open. Select Reference Manager (not RefWorks!).

  4. Save file as (.ris) file

  5. Close, don't open yet!

  6. Log in to RefWorks. Select References/Import from the toolbar.
  7. Select RIS Format as the data source (you may have to SCROLL DOWN the list to find it!) Select Reference Manager as the database and Browse to find the file you saved to your computer. Click Import.
  8. Your records should appear in the Last Imported Folder.

Thanks to the University of Waterloo Library for these instructions

Related Subject Guides

Related Course Guides

comment
Subscribe to RSS RSS Feed
add to bookmark Bookmark This

Go To Full Version