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How Do I Use RefWorks?: Get Information into RefWorks

Add References and Articles

RefWorks has an easy to use tool that installs in any web browser called the Save to RefWorks button.  The Save to RefWorks button grabs information from any web page – in some cases a complete article – and adds it to your RefWorks library. 

To add the Save to RefWorks button to your browser, click on the More icon  and select Tools.   Simply drag the Save to RefWorks button to your browser.  Once you’ve installed it, go to any web page and click the Save to RefWorks button to capture the information.

You can save a set of search results or an individual article - the choice is yours.  You can easily edit metadata prior to importing into RefWorks.

To get your existing references into the New RefWorks, look up your current reference manager below and follow the steps described.

RefWorks

RefWorks users have two option for moving existing references into the New RefWorks.

If you have an institutional RefWorks accounts (your school or organization provides access to you), you may see an option within your RefWorks account to “Move to the newest version of RefWorks”. Read more here.
 
Or you can bring your RefWorks data into the New RefWorks from within your New RefWorks account via Import references. Read more here.

ReadCube
  1. From the library view select the article or articles and right click to bring up Export Options.
  2. Select Export to RefMan (RIS) file and save the file.
  3. In RefWorks, click the Add a reference icon , then select Import References
  4. Drag and drop the saved file into RefWorks into the box, or use the link to “select a file from your computer” and upload it. 
 
EndNote
  1. You can easily import your EndNote into your RefWorks account:In EndNote, go to Edit > Output Styles > Open Style Manager
  2. Check “RefMan (RIS) Export”.
  3. In your EndNote library, select the references you would like to export.
  4. Go to File > Export and save the file, making sure the output styles field is set to “RefMan (RIS) Export”.
  5. In RefWorks, click the Add a reference icon , then select Import References
  6. Drag and drop the saved file into RefWorks into the box, or use the link to “select a file from your computer” and upload it. 
 
Mendeley

​You can automatically import your Mendeley database in just a few clicks from within your RefWorks account.  Read more here.
 
You can also manually move your Mendeley database.  Here’s how:
  1. From Mendeley Desktop, select record(s) and right click. Select Export, Research Information Systems (*ris).
  2. A dialog box appears for you to select the location where you want to save the file. Type a file name and select a location to save the file.
  3. In RefWorks, click the Add a reference icon , then select Import References
  4. Drag and drop the saved file into RefWorks into the box, or use the link to “select a file from your computer” and upload it. 
 
Zotero
  1. Select references. 
  2. Right-click and choose Export Selected Items. Choose RIS. Save the file.
  3. In RefWorks, click the Add a reference icon , then select Import References
  4. Drag and drop the saved file into RefWorks into the box, or use the link to “select a file from your computer” and upload it. 
 
Papers
  1. In your Papers library, highlight the references you want to export.
  2. Under the File menu, choose 'Export...' and choose the Refman RIS option. Save the file.
  3. In RefWorks, click the Add a reference icon , then select Import References
  4. Drag and drop the saved file into RefWorks into the box, or use the link to “select a file from your computer” and upload it. 

To add an item to RefWorks, click the Add a reference icon  at the top of the page. If you plan on adding the item to an existing collection, click on the collection first, then click the Add a reference icon .

You'll have three options:

  • Upload document
  • Import references
  • Create new reference

You can drag and drop a document (.pdf, .doc, etc.) directly into the Upload document box to upload an existing MS Office, Open Office or .pdf file from your computer. Only 1 document per item allowed. 

From the second option, you can also import a set of references from a text file in the formats offered. On the resulting page, you will able to click and drag the file onto the page to begin importing.

Using Create new reference you can manually enter your bibliographic data or click and drag a file to be imported as well.

Tip:  If you have multiple documents to add to RefWorks, you can select and drag them all at once. RefWorks will create separate items for each.

Regardless of which option you choose, RefWorks uses its document recognition feature to attempt to auto-complete the reference fields on the page.  RefWorks’s document recognition feature is compiled from a combination of authoritative citation sources, ProQuest databases, and end-user generated content and is continually revised and optimized to deliver the best possible results. 

You can change the reference type, manually edit the reference fields and additional fields can be added using the Add more fields drop down box at the bottom of the page. 

If you do not have a file to upload, simply populate the blank fields by typing in the necessary information.

Once you have manually added your item using one of these options, click Save and your item will be added to your RefWorks library.

RefWorks makes it really easy to get documents into your computer – just drag and drop one or more files and RefWorks will do the rest!

If you want to add your documents to a specific collection, make sure you’re viewing the collection first, then drag and drop the file(s). If you’re dragging multiple files, RefWorks will create a separate item for each document. Otherwise, drag and drop documents in the All Documents view and you can file them in collections once they are uploaded.

If you’re not sure where the file is on your computer, you can also click the Add a reference icon , then click Import reference option and then use the box for drag and drop, or, to browse and search your computer.  

Note: This option allows you to upload only one document at a time.

Regardless of how you add your documents, RefWorks will try to recognize and populate the reference information using our document authority.  RefWorks will present you with possible matches which you can select to populate the reference fields.

If no reference information is provided, you can manually enter the information.  Make sure to click the Save button to save the reference information.

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