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RefWorks: Home

How to Use RefWorks

1. Go to the library's homepage

2. Under the Research section, select RefWorks. if you are off-campus, you'll be required to login using your last name and library barcode before seeing the RefWorks login screen.

3. Click on Create account or sign in if you already have an account

4. Enter in your PTS email and follow the instructions

5. Welcome to RefWorks! 

 

See the additional tabs at top of this section for further instructions on how to use RefWorks. There are also training materials on the right of the page under Additional Resources.

Need help with off-campus access? Check out the Remote Access: Library Account & Databases guide.

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There are numerous databases that allow you to easily export citations into RefWorks. Below are examples:

Atla Religion Database with AtlaSerials Plus (and other EBSCO databases)

1. Click on the article or book title you'd like to export from the results list or go to the detailed record if you are already viewing the PDF

2. On the right hand toolbar, select Export

3. Select Direct Export to RefWorks and then Save

4. When it asks what version of RefWorks, select Export to the new RefWorks and check the box that says don't ask me again

5. Sign in to your RefWorks account

6. Select which folder you'd like to import the reference to or hit continue. Remember you can always move which folder the reference goes to later.

JSTOR

‚Äč1. Click on the article or book chapter you'd like to export

2. On the left hand side, click on the Cite this item button

3. Select Export to RefWorks

4. When it asks what version of RefWorks, select Export to the new RefWorks and check the box that says don't ask me again

5. Sign in to your RefWorks account

6. Select which folder you'd like to import the reference to or hit continue. Remember you can always move which folder the reference goes to later.

Oxford Handbooks & Biblical Studies

1. Locate the Cite button

2. A pop-up will appear and select RefWorks. You will need to download and save the file.

3. In RefWorks, you need to add the previously download file by selecting Import references under the Add tab

4. Select or drag & drop file into the designated area

5. Choose RIS Format from the drop down menu and click Import

Library Online Catalog, Other Databases, and Websites

There are a few databases that don't offer an easy way to import references into RefWorks. For these, check out the Save to RefWorks section under the Using Plugins tab.

The Save to RefWorks plugin works well for saving references from the Barbour Library's online catalog.

Manually Add References

1. Go to Add --> Create new reference

2. Select the type of reference and fill in as much information as you can

3. Click Save

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Creating a Citation

Need a quick citation? Follow the instructions below:

1. Select the reference you need a citation for

2. Click Create Bibliography --> Quick Cite

3. A pop-up window will appear

4. Choose your citation style and click Continue

5. Select 1 or more references to cite

5. Click the clipboard button to copy the citation(s) to your clipboard and paste in your document

6. Review and edit as needed

You can also choose "Continue to bibliography" where a bibliography of your reference(s) will appear.

Creating a Bibliography

1. In RefWorks, select what references you want in your bibliography (or choose All references in folder" later on)

2. Click Create Bibliography --> Create bibliography

3. Select the citation style from the drop down menu and click either "All references in 'Folder'" or "Selected references in 'Folder'"

4. A bibliography will be generated on the webpage

5. Click Copy to Clipboard to copy the text

6. Open up Microsoft Word or another word editing program and paste

7. Review and edit as needed

 

Remember to always check for errors!

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Folders

Folders are a great way to organize your references. 

- To create a folder, click Add folder from the My Folders section.

- To move references to a folder, select the reference(s) and click Assign to Folder or simply click and drag.

- Click on the 3 dots next to a folder to see other options such as: add subfolder, rename, share, find duplicate references, and delete.

 

Sharing

1. Select Share --> Share folder

2. The Sharing Settings box appears

- In the Settings for area, select the folder to share and who can access it. It's recommended to use the "Only invited people may access" option.

-Click the Create Public URL if you want to share the folder by url OR

-Enter in email addresses in the Shared with section and select the role (can read=read references only; can annotate=read and add comments/highlights to references; can modity=add and remove references, add notes, and read/annotate attached supported PDF files)

-When you are finished filling out the Sharing Settings section, click Done

To unshare the folder at any time, select Unshare Folder on the Sharing Settings dialog box and select Yes

 

Projects

You can create different projects in RefWorks which allow you to maintain separate reference collections for different research projects. 

1. Click the arrow next to your project in the header and select Manage projects

2. From this page you can:

-Create a new project 

-Rename/delete a project by selecting Actions

-Share Project by selecting Actions

For more information about Projects, check out the bottom of this page.

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To install any of the plugins below, sign into your RefWorks account. Then go to Tools --> Tools.

Here is also a video that shows how to install and use each plugin.

Save to RefWorks

A bookmarklet that you install in your browser's favorites (bookmarks) bar. When you are browsing a website that has a reference that you would like to add, select the bookmarklet. RefWorks then attempts to save the references and full texts. 

1. Follow the install instructions from the RefWorks website.

2. When you click on the Install Save to RefWorks button, you should be able to drag and drop it into your bookmarks bar. Make sure your bookmarks bar is showing in your browser.

3. Go to a website, database, or even the library's online catalog to use the Save to RefWorks feature.

4. Once you have the information about the resource on your browser, click the Save to RefWorks bookmark. 

5. RefWorks should automatically fill in any of the fields it can find. You are able to edit and add information before click the Save to RefWorks button. 

Write-N-Cite - Coming Soon!

A plugin for Microsoft Word that allows you to run a simplified version of RefWorks. Write-N-Cite enables you to access and cite your references while working in Word, even if you are offline.

1. Follow the installation instructions from the RefWorks website (see above on where to go)

2. After installing, you will see a RefWorks tab/ribbon appear in Microsoft Word. Click Log In and select which citation style to apply.

3. Create a citation by selecting Insert --> Insert New. To edit, double-click the citation.

4. Select the reference. A preview of the formatted citation will appear in the Preview Citation area. You can click + in the Compose Citation area to add more references to the citation.

To insert a bibliography that includes all Write-N-Cite managed references in your document, select Bibliography Options --> Insert Bibliography.

RefWorks Citation Manager - Coming Soon!

A plugin for Microsoft Word that lets you run a simplified version of RefWorks. RefWorks Citation Manager is a newer, more modern version of Write-N-Cite.

*A more in-depth look at each of these plugins can be found here.

RefWorks

Features

  • Create bibliographies and citations
  • Share and and edit projects with other users
  • Manage data in multiple formats - PDF, PowerPoint, Word, Excel, and HTML, stored in one central place
  • Integrate with top writing tools - Google Docs and Microsoft Word, using RefWorks embedded plug-ins (RefWorks Citation Manager or Write-N-Cite)

Additional Resources

Electronic Resources Librarian

Carrie Carter's picture
Carrie Carter
Contact:
Clifford E. Barbour Library
Pittsburgh Theological Seminary
616 N. Highland Ave.
Pittsburgh, PA 15206
412-924-1382