RefWorks features a way that
you can search from a variety of online catalogs to bring
records into the database. The online search feature is located
on the toolbar. Click on the SEARCH option and then
select ONLINE CATALOG OR DATABASE from the menu.
On the next page, select a
library or other online catalog for a search. In this example,
the FAU Library Catalog
is selected. Indicate the number of references (or records) to
download. Select QUICK SEARCH and enter your search terms.
search works the same as the basic search but provides
the option to combine fields such as descriptors, author and
A results list will appear in a new window. From
this list, select the records you want
to save in your RefWorks account.
After clicking IMPORT, the records should appear as successfully uploaded.
Searching in RefWorks
Sometimes it is
necessary to search within your saved RefWorks records.
This will be helpful as the number of your saved records increase. There are
two ways to locate records within RefWorks.
The first way is to use
the SEARCH feature located in the upper
right-hand corner of the page. Enter a search term
and press SEARCH. Your results will have the records that
contain the search term.
Each record contains
active links; following them will create a list of other
records with the same information such as author and
source. The results list can be
sorted by relevancy, author, publication
date and other fields.
An additional way to
way to view references is to search your
folders. This will be covered in the next
Many records can be
stored in RefWorks. This leads to the problem of organizing it.
Folders can be created to store records on a similar topic and
First, let's look at how
to create a folder. From the top of the page, select ORGANIZE
Once we are on the
ORGANIZE FOLDERS page,
it will give you the names of all your existing folders. The
folder LAST IMPORTED should already be present. This
folder cannot be deleted or renamed, and records automatically
will be routed to this folder when they are added.
If we wanted
to create a new folder at this point, we would select NEW
FOLDER. Notice that on this page we can also rename and
delete our existing folders, or we can clear the folder of its
current references. Next to the name of the folder, we can also
see how many references are currently in each one.
Let's create a new file for
an upcoming report. We will call it
Once we click CREATE and see POWDERED METALS folder in our list,
we can start adding references to our new folder. One
thing to remember is that we can add new references or use ones
that are in existing folders (references can be in multiple
In this case we know that
there was an article we had imported that we wanted in our
Powdered Metals report. To find it, we can look in the LAST IMPORTED
could also select ALL REFERENCES from the menu, which
would show every reference, no matter where it is. In
this case we will check ALL REFERENCES.
Here we see the article we
want. We select it and then from the dropdown menu choose our
POWDERED METALS folder.
This message shows that the
transaction was successful. Now when we view our POWDERED
METALS folder we will notice that our reference has been
added. We know we are in the right place because of page
Now we are ready to
create our bibliography (which is why you were reading all this
in the first place!)
There are three ways that
we will cover to generate a bibliography using RefWorks. The
first is to generate a bibliography from a list of references.
The second way is to use the Write-N-Cite to create
in-text citations and a bibliography. Write-N-Cite is a downloadable
program that works with Windows (PCs) or Mac. The third way is to use
One Line / Cite View to create in-text citations and a
bibliography for word processing systems other than Microsoft
Bibliography From a List of References
Generating a bibliography
from a list of references allows you to create a bibliography in
the format you choose using all of your references or just the
references from a specific folder. We start by selecting
BIBLIOGRAPHY from the menu bar.
From this new page we can
choose our output style and the folder we want to create our
bibliography from. You may choose output style by either
clicking the LIST OF OUTPUT STYLES link or choosing from
the drop down menu. If you are not sure and want to see
what the styles look like, choose PREVIEW OUTPUT STYLE.
For this example, let's select APA - American Psychological Association style. Now that we have selected
our output style, we can go ahead and choose our format options. We will
first select the button FORMAT A BIBLIOGRAPHY FROM A LIST OF REFERENCES. We will then choose a FILE
using Word for Windows as a file type for the bibliography. Pick
the REFERENCES TO INCLUDE option, then choose a folder to
create your bibliography from. We can now click CREATE BIBLIOGRAPHY to generate our completed document.
A new window will appear,
giving you the option to either open the file (OPEN WITH)
in a particular program or to Save the file on
your computer. Select your preference and then OK.
The COMPLETED window will soon
appear, giving you the option to download the bibliography or e-mail it to yourself.
Here is how the
bibliography will appear as a Word file:
CAUTION: Check each bibliographic record for spelling
and formatting. RefWorks only reads the
record and transfers it, but it does not correct mistakes. There
may be errors in this document that need correction.
As you may recall, the
purpose of Write-N-Cite is to place your citations directly into
the text of your report. You will need to download the Write-N-Cite
Program from RefWorks (it's free). This program will let
Write-N-Cite operate in Microsoft Word. To do this, you must select
the toolbar, then select WRITE-N-CITE.
You cannot download Write-N-Cite on FAU library computers (they are
If for any reason you cannot download Write-N-Cite, you can use the One Line/Cite View
method of citation.
Follow the instructions
to download the program and open it. In this case, we are
downloading a Windows Version (a Mac version is also available).
Close all other
programs on your computer before downloading Write-N-Cite.
Once Write-N-Cite has been downloaded to your computer, visit the FAU Libraries Write-N-Cite page
for instructions on completing this process. After this
has been done, it can be be opened in a
Word document. Open a Word document, then select ADD-IN on the menu
bar. Next, select WRITE-N-CITE
to launch RefWorks.
A window will appear; enter your RefWorks
log-in and password.
Once you click Login, Write-N-Cite will open and display all your references.
If you would like to view references from a specific folder,
select it from the VIEW FOLDER drop-down menu. You can
also find specific references by using the SEARCH REFWORKS
box in the upper right-hand corner.
Once we have the references that we want
to work from, we can begin. To begin writing our paper in
Microsoft Word, we will have to drag the Write-N-Cite window out
of the way. We will then type to where we need to insert our
We will have to bring Write-N-Cite back
up to insert the citation. Make sure that the cursor is located
where you want the citation to appear.
Clicking on the blue
CITE link should automatically insert what is referred to as
a PLACEHOLDER. This will be formatted later, depending on
what citation format you would like to use.
If we would like to edit
information in the citation we can use the EDIT CITATION
feature the upper-right-hand corner of the Write-N-Cite
window. This will also allow the opportunity to preview our
citation style. In this example, let's specify the page number
that our citation comes from.
You can only add a page number if your citation format allows
it. If it does not, you will have to add it later.
The placeholder in our
Word document will reflect the addition of the word in
before the citation.. When we
are finished with our paper we name it and save it. The title of
our word document will be ANSEL ADAMS.
After we have named and
saved our document we want to bring Write-N-Cite back up. We
will then select BIBLIOGRAPHY from the toolbar. Then
select the necessary OUTPUT STYLE from the drop down
menu, and finally click the CREATE BIBLIOGRAPHY button.
Once we click the Create
Bibliography button a second document will be created. This
document will be called FINAL-ANSEL ADAMS and will
contain the complete bibliography as well as contain the
correctly formatted in-text citations.
If you need to make any
other adjustments to the paper you will need to discard the
"final" document, make the needed changes in the original, and
generate a new "final" document. If for some reason you cannot
download the Write-N-Cite program, keep reading on how to
generate citations using One Line/Cite View.
References With One Line/Cite View
In the event that you
cannot use Write-N-Cite for any reason the alternative is
to use One Line/Cite View. This is really not that much
more time consuming or difficult than using Write-N-Cite and the
steps are very similar. One main difference is that you have to
have your word processing document open and be logged into the
RefWorks database at the same time in separate windows.
write the document that same way that you always do until you
get to the point that you are ready to insert your first
citation. Go into the RefWorks database and find the citation
that you want to insert. You find the citation by either using
Search RefWorks or looking within your folders.
Once we have located the
reference that we wish to cite, make sure that you switch to
ONE LINE / CITE VIEW.
Now we check the radio
box and select CITE next to the reference that we want.
This will cause another window (called the Citation Viewer)
to open which will show the placeholder. If this is the citation
that you want, click SELECT CITATION. Now under the EDIT option, select COPY. Make sure that you click on the
CLEAR button to ensure that this reference won't be included
in your next citation.
Now switch into your word
processing document. Place the cursor where you want the
citation placeholder to appear, then select PASTE from
the processing menu.
Don't worry about the
placeholders, they will be formatted later. Continue to
write and insert your citations as needed until you are finished
with your paper. Once you are finished, name and save your
document and then close your paper.
Remember: never save documents to library computer desktop or its folders
because it reboots frequently and you may lose
all your data. Save your work on a disc or thumb drive. If you
have to, e-mail it to yourself as an attachment.
In order to
generate a bibliography for our paper and format those in-text
references, we need to go back into RefWorks and select the
BIBLIOGRAPHY button. Once we are on the BIBLIOGRAPHY
page, select an OUTPUT STYLEand then select the button
for FORMAT PAPER AND BIBLIOGRAPHY.
You will then need to
browse for the report that was previously saved.
Once you have uploaded
the document, it will appear in the browse window. Click on
CREATE BIBLIOGRAPHY to generate your formatted document.
You will then see a
screen that tells you whether or not you successfully created
your document. Click on the DOWNLOAD IT link to view or
save the document.
You should now be able to
view your completed and formatted document.
And now you're all done!
Getting a crash course in
RefWorks is not the easiest thing in the world to do. It can be
complicated, particularly if you are not that good at working
with computers. If you are still confused about RefWorks, don't
worry, below are some links to sites where you can get
- For the official RefWorks online tutorial and printable cheat sheets, click
- To schedule a RefWorks instructional session for yourself, click
- If your are an instructor and would like to schedule a session for your class, click
- If you have a question and would like to ask a librarian, click
The following are some links to other
RefWorks tutorials from other college libraries: