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Refworks

RefWorks Citation Manager

Refworks Citation Manager (RCM)

RefWorks Citation Manager (RCM) is a tool you can use within Word to add references directly to your work and then generate a reference list/bibliography based on these in-text references.

Please note: if you have already started a document using Write-n-Cite you must finish it using that tool as you cannot switch between RCM and WNC within a document.

The latest version of RCM was released in May 2020; if you have previously installed RCM it may automatically upgrade.  If it doesn't upgrade you can uninstall it and re-install it - however, if you are still working on documents, do not manually upgrade until you have finished all current documents.

  • Mac users with Word 2016 must use RCM, there is no compatible WnC version.
  • RCM works with Office 365 but you may need to use the desktop version of Word.

RCM on Campus computers

RCM is pre-installed on campus Pc's. Open a Word documents and click on the RCM tab and then click on ‘Press to open the sidebar’ to launch the right-hand side panel.

Please see the following sections below to start using RCM; Adding in-text citations and Inserting a bibliography. 

RCM on your personel device.

Installing RCM on your personal device.

Please follow the instructions below to install RCM on your personal device.

1. In Word go to ‘Insert’ tab and select ‘Get Add-ins’

Word ribbon

2.  In the ‘Office Add-ins’ window search for “Refworks”

Office Add-in window

3. Select ‘Refworks Citation Manager’ and click the ‘Add’ tab

Refworks Citation Manager app

4. Open a Word document and RCM will appear on the ribbon

Word ribbon

5. Click on the RCM tab and then click on ‘Press to open the sidebar’ to launch the right-hand side panel.

Once the RCM pane opens on the right-hand side of your screen, login with your RefWorks username (UWL email) and password to access your account.

Inserting citations and creating a bibliography

RCM right-hand panel

Step by step instructions to insert in-text citationa and inserting a bibliography.

Refwords Citation Manager: Right-hand side bar

Inserting in-text citations

In order to add in-text citations, open either a paper in progress or a new Word document. 

Then, place your cursor where you would like to place an in-text citation. Then, go to the RefWorks Citation Manager. Next, select the folder you will need. Note that the Default folder is "All References". From the list of citations, scroll to find the needed citation. Select the reference by checking the box beside the reference and then clicking on the Insert Citations tab 

Refworks Citation Manager: Inserting citation

In-text citations with page numbers

Clicking on the in-text citation in the Word document or hovering over a reference in the right-hand panel allows you to edit the in-text citation. If you used a quotation in your assignment, enter the following details in the suffix box to add the page number – comma  <space> p.18. and click on the 'Update Citation' tab.

Refworks Citation Manger: Edit citations

To just have the publication date in brackets at the beginning or middle of paragraphs, ie Smith (2020), untick the 'Include author' box. On your word document type the author(s) and then click 'Insert Citation'. Only the date is inserted in the word document. When you launch the bibliography, all the details will be present, ie author(s) and publication date.

In-text citation with unbracketed author(s) 

Citing multiple sources

If you need to refer to two or more publications at the same time, these can be listed separated by semicolons (;). The publications should be cited in chronological order (with the earliest date first). If more than one work is published in the same year, then they should be listed alphabetically by author/editor.

Example: In-text citation

A number of environmental studies (Town, 2013; Williams, 2015; Andrews et al., 2017; Martin and Richards, 2017) considered ...

Select the multiple sources in order by placing a tick next to the check box for each reference. Please remember to select the references in chronological order and if more that one is published in the same year, then they should be listed alphabetical by author/editor.

For the example below, the first selected source was published in 1987, the second selected source was published in 2011 and the last selected source was published in 2018. Sometimes the publication date is not visible, therefore plan ahead to select the sources in chronological order. Please note: in the bibliography, each sources will have it's own record.

 

Inserting a bibliography

You can insert a bibliography by clicking on the View Menu tab and switching ON the bibliography. This will automatically generate the bibliography at the place where you left your cursor on the Word document.

Refworks Citation Manager: Launch bibliography

 

RefWorks for Google Docs

Installing RefWorks for Google Docs

  1. Open a blank document and select Add-ons > Get Add-ons and search for RefWorks.

    Writing-Your-Paper-with-the-RefWorks-for-Google-Docs-Add-on-image1.jpg

    Google Docs Add-Ons

  2. Select Free and Allow to add RefWorks for Google Docs.
  3. Select Add-ons > ProQuest RefWorks > Manage citations. A RefWorks sidebar opens on the right.

    refworks_for_google_docs_not_logged_in.png

  4. Whenever you open the sidebar, as long as you did not log out after your last session, you are still logged in. If you are logged out, enter your credentials to log in to RefWorks. Your references appear in the sidebar.

    refworks_for_google_docs_not_logged_in.png

    RefWorks for Google Docs - Logged In

  5. To set the citation style, select Change citation style in the configuration menu, select a citation style and select Update. Every time you perform this action, all citations and the bibliography are updated to the new style.

Using RefWorks for Google Docs

To insert an inline citation:

Select the reference and select Cite this. When you do, the following are added to your document:

  • An inline citation
  • A bibliography at the end of the document. If a bibliography already exists, the reference is added to it.

If you delete a citation, select Update document from the configuration menu to update the bibliography.

To configure the citation before inserting it:

  1. Select the reference and select Edit and Cite. The Edit Citation pane appears.

    refworks_for_google_docs_edit_citation.png

    Edit Citation

  2. Optionally configure the citation style, and whether to add page numbers, hide the author, or hide the publication year. A preview of the citation and the bibliography entry appears.
  3. Select Insert.