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Bethel University Library

RefWorks (Citation Manager)

How do I add references/citations into RefWorks?

Import From an Online Index/Database:

Because many online index/databases have a unique way of exporting references, you will need to follow the instructions for each type of database.  

  • Locate the name of the database in the Instructions for Importing References/Citations into RefWorks box on this page
  • Click on the link to see the instructions

NOTE:
Directions are designed for PCs running Mozilla Firefox browsers.  "Save" steps may vary when usng Macs or other browsers.


Upload the PDF of an Article/Document:

Upload a PDF/document from your computer

  • Click on the Add a reference icon in the upper left corner
  • Click on Upload document
  • When the File Upload window opens, locate the document file you would like to upload
  • Double-click on the file
  • When the file has uploaded, check to see if any edits need to be made to its record
    (See the Edit References/Citations link in this guide)

Drag a PDF/document into RefWorks

  • Locate the document file on your computer
  • Click on the file and drag it into RefWorks
  • When the file has uploaded, check to see if any edits need to be made to its record

HINT:  This is a great option for articles found in PubMed

RefWorks Toolbar

Upload the PDF of an Article/Document into a Reference Already Imported from an Online Index/Database:

  • Click on My Folders
  • Click on the name of the folder in which the reference/citation is located
  • Locate the reference/citation to which you would like to upload the PDF
  • Click on the title of the reference/citation
  • When the record for the reference/citation appears in the right column, click on the Edit the selected document icon (Pencil) in the upper right corner
  • Upload the PDF by
    • Clicking on and dragging the file into the record
      • A blue circle with the phrase Drop file here to add to reference should appear when you drag the file into the record
                       OR
    • Clicking on the Add an attachment link
      • Locate the file and double-click on it

Drop File Here image

  • Wait for the file to be completely uploaded
  • The blue Read button should appear when the file has been completely uploaded

Create a New Reference:

  • Click on the Add a reference icon (Plus sign) in the upper left corner
  • Click on Create new reference
  • Select the correct format of your reference from the drop-down menu (e.g., Journal Article, Book, Web Page)
  • Fill in the fields with the information about the reference
  • Click on Save in the upper right corner

Export From the Full Text Linker:

While searching in online indexes/databases, you may notice a Check for Full Text link next to many references

Check for Full Text

  • If a Check for for Full Text link appears next to the reference/citation you would like to import into RefWorks, click on it
  • You should now be in CLICsearch
  • Click on the RefWorks icon

CLICsearch RefWorks Icon

  • If the ProQuest RefWorks Export to the new RefWorks box appears, click on it
    • Login to RefWorks
    • The message Import complete should appear toward the top of the RefWorks page
    • Click on OK
                                     OR
  • If the RefWorks login page appears, login and proceed

Import References From a Reference Manager or a File:

  • Click on the Add a reference icon in the upper left corner
  • Click on Import references
     
  • Import from a reference manager
    • From another RefWorks account
      • Click on RefWorks
      • Click on Authorize
      • Login to a Legacy RefWorks account
      • Follow the prompts to migrate your content and setting into your new RefWorks account
    • From Mendeley
      • Click on Authorize
      • Login to your Mendeley account
      • References/citations in your Mendeley account will be automatically imported into RefWorks
         
  • Import from a file (e.g., RIS, BibTeX, PubMed)
    • Drag the file into RefWorks
                           OR
    • Select a file from your computer
      • Locate the file and double-click on it

Instructions for Importing References/Citations from a Database into RefWorks

To view the instructions, click on the name of the database in which you are working