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    Getting Started with RefWorks

    RefWorks is located on the internet at https://refworks.proquest.com/.

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    Login

    RefWorks Browser Requirements

    • Microsoft Edge
    • Latest versions of Firefox (Windows, Mac, and Linux)
    • Latest versions of Safari (Mac)
    • Latest versions of Google Chrome
    • Using a browser extension for content filtering and ad blocking may block RefWorks.
    • RefWorks is compliant with Section 508 of the Rehabilitation Act (U.S.)

    Creating a RefWorks Account

    There are 2 ways to create a RefWorks account:
    1. Using an email and password, either via the RefWorks website or via a unique link from your institution. 
    2. Using institutional credentials (Single Sign On).

    Creating an Account Using Email and Password

    Creating an Account from the RefWorks Website

    You can create an account from the RefWorks website using an email and password. To create an account via a unique link from your institution, using email and password, see here.

    To create a RefWorks account from the RefWorks website:
    1. On the RefWorks website login page, select Create account. The Start Using RefWorks page displays.
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    Start Using RefWorks
    1. Enter your email address and select Check to see if your institution has enabled RefWorks. If it has not enabled RefWorks, contact your librarian or administrator about having RefWorks enabled for your institution.
    2. Enter a password and select Sign Up. RefWorks sends you an activation email. Open the URL in the email. The Sign in to use RefWorks page displays.
    3. Enter your login credentials and follow the on-screen instructions to complete your registration. You are logged into your new account and can start using RefWorks.

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    Welcome to RefWorks

    Creating an Account from a Unique Link

    You can create an account from a unique link provided to you by your institution. You create the account using your email and password. To create an account from the RefWorks website, using email and password, see here.

    If you are not on-campus, you may need to enter an access code provided to you by your institution. You can then create an account using an email and password.
    To create a RefWorks Account from a unique link using an email and password:
    1. Click the link that your institution provided by email or on their website. 
    2. You may be prompted to enter an access code. Enter the provided code and select Check.
    3. Enter your email address and a password. Select Sign Up.
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    Sign Up 
    1. RefWorks sends you an activation email. Open the URL in the email. The Sign in to use RefWorks page displays.
    2. Enter your login credentials and follow the on-screen instructions to complete your registration. You are logged into your new account and can start using RefWorks.

    Creating an Account Using Single Sign On (SSO)

    If enabled by your institution, you can create an account using your institutional credentials (Single Sign On, or SSO).
    If you already created an account with a username and password and you want to use Single Sign On, you can link the account you created to your institutional credentials. You will then be able to login using Single Sign On (see Link Institutional Credentials to an Existing RefWorks Account).
    To create an account using Single Sign On:
    1. On the Refworks website login page, select Use login from my institution and select your institution. If you are logged in to your institution's network, you are directed to the Start using RefWorks page. If you are not logged in to your institution’s network, you are directed to your institution’s login page; login to your institution.

    If your institution does not appear in the list, this means Single Sign On is not enabled for your institution and you should create an account using an
    email and password.

    1. In the Start using RefWorks page, enter your email address and select Please create my account.
    2. Accept the RefWorks cookies.
    3. Enter your details and follow the on-screen instructions to complete your registration. You are logged in to your new account and can start using RefWorks.
    4. If you will be using RefWorks Citation Manager, an alternate password is required to log in. From the user menu at the top right select Settings, and enter an Alternate Password.

    Remove Single Sign On for an Account

    You can remove your institutional credentials in order to stop using SSO. 

    To remove your institutional credentials:
    1. Login to RefWorks.
    2. From the user menu at the top right select Settings > Institutional Credentials > Remove Credentials.

    Link Institutional Credentials to an Existing RefWorks Account

    If you created an account with a user name and password but want to change over to logging in with institutional credentials (Single Sign On):
    1. From the user menu at the top right select Settings > Institutional Credentials > Associate Credentials. You are directed to your Institution's website to complete the process.

    Logging in to RefWorks with Email and Password

    If you setup your RefWorks account using email and password, you can login to your account using that email and password. If you setup your account using SSO, see Logging in to RefWorks with Institutional Credentials (Single Sign-on) for instructions.
     
    To log in to RefWorks with your email and password:
    1. Enter your email address and password and select Sign In.
    2. If you forgot your password, select Forgot your password? and follow the on-screen instructions, or contact your administrator for assistance.

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    Email login

    Logging in to RefWorks with Institutional Credentials (Single Sign-on)

    If you created an account using institutional credentials or you linked your account to institutional credentials, you can use those credentials to login to RefWorks.
    To log in to RefWorks with your institutional credentials:

    Select your institution from the Use login from my institution list.

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    RefWorks login
    • If you are logged into your institution's network, you are automatically logged into RefWorks.
    • If you are not logged into your institution's network, you are directed to the institution's login page, and, after logging in to your institution, you are automatically logged into RefWorks.
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    Institution login

    The RefWorks User Interface

    When you first log in to RefWorks, your home page displays with a focus on the Last Imported tab.

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    Home page

    The RefWorks UI contains:

    • Utility Toolbar – Includes the Project, language menu, user menu (your user name), and help menu.
    • Reference Actions – Includes the main menu with various actions, depending on the page you are currently working in (the tab you selected in the left sidebar):
      • Add – Opens a menu with the following actions:
        • Upload document – Browse your computer's files for a file to upload to RefWorks as a reference. See Uploading Files as References.
        • Import references – Upload a reference file that you previously exported from legacy RefWorks or another reference management service. See Importing References.
        • Create new reference – Manually create a new reference. See Manually Adding References.
      • Assign to Folder – Add or remove the currently selected references to or from folders. This can also be used to add a local copy of a reference in a shared folder to your list of references. A single reference can be in multiple folders. See Organizing References by Folders and Working with Shared Folders of References.
      • Share – Opens a menu with the following actions:
      • Create Bibliography – Opens a menu with the following actions:
      • Delete – Opens a menu with options that depend on the tab you are currently viewing. The possible tabs are:
        • My Folders > [folder name] – Remove from Folder: Remove references from the folder, but do not delete them, Delete: delete the references and move them to the Deleted tab (trash).
        • All Documents, Last Imported, or My Folders > Not in FolderDelete: delete the references and move them to the Deleted tab (trash).
        • Deleted (trash) – Empty Trash, Delete Selected: Purge (permanently remove) references from RefWorks, along with their associated uploaded files (if any).
      • Undo (Deleted tab only) – Restore deleted references and remove them from the Deleted tab.
      • Add Tags – Add or remove tags from references. See Organizing References by Tags.
      • Tools – Opens a menu with the following actions:
      • Search – Search your references. See Viewing Your References and RefWorks Reference Fields and Types.
    • Center Pane – When you select a menu option or a sidebar tab, the page appears in this pane.
    • Navigation – This sidebar contains tabs that provide quick access to your references. See Viewing Your References. These tabs are:
      • All References – All of your references
      • Search Databases – Replaces the Main Navigation area with a search bar to search for items in external databases. See Finding Citations to Add to RefWorks.
      • Last imported – The references added in the last 30 days.
      • Sharing – Share a folder or view shared reference folders. See Sharing References and Working with Shared References.
      • My Folders – Your references by folder, including those that are not in any folder. A single reference can be in multiple folders. Also enables you to manage your folders. See Organizing References by Folders.
      • Tags – Your references by tag. A single reference can have multiple tags. A tag is created when you add it for the first time to any reference, or if it assigned to a reference in a folder shared with you. When importing references, you can choose whether to import the tags or not. A tag is removed when it is no longer associated with any of your references (including in any shared folders). See Organizing References by Tags.
      • Deleted (trash) – References you have deleted. References that you delete from this tab are permanently removed from RefWorks.
    • Reference Details/Editor (hidden unless a reference is in focus or you are creating a reference) – Manually create a reference or view the reference that is currently in focus. You can also edit a reference that is in focus.
      • When enabled by your institution (see Configuring Site Settings), when viewing a reference that has available electronic access to the reference you can access it from this sidebar. This may be full-text or partial access to the reference within the library or on an external site, or the uploaded file.

    Managing Your RefWorks Account

    Configuring Basic Information

    You can configure the following items in your account:

    • User interface language – Select the language in the language menu. The labels in the UI update to the selected language.
      New features are developed in English. It may take time before their labels are translated to other languages.
    • The following information can be configured on the Settings page (select Settings in the user menu):
      • First and last name
      • Email address
      • User role – This field is used by your institution for reporting.
      • Whether you receive product update emails from the RefWorks team
      • Whether your exports are downloaded in legacy or new RefWorks format
      • Custom fields – These fields are configurable for all of your references and are available when manually adding or editing a reference; see Manually Adding References and Editing References. You can add and delete custom fields here, and you can also add them when manually adding or editing a reference. You can also search for references using these custom fields; see Viewing Your References.

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        Custom Fields
        You cannot delete a custom field that is currently in use in any reference. Hover your mouse over the field and select the link that appears to view all references that are currently using the field. 
      • Password – Even if you use single sign-on and do not require a password, you may require a password if you connect other applications with your RefWorks account. See the on-screen instructions for more information.

    Configuring Synchronization with Dropbox

    When enabled by your institution (see Configuring Site Settings) you can synchronize RefWorks with Dropbox, in which case RefWorks automatically makes copies of your uploaded citations in your Dropbox account. When you remove citations from RefWorks, RefWorks removes them from Dropbox.

    To configure synchronization with Dropbox:

    On the Settings page (select Settings from the user menu) select Connect from the Dropbox section.

    You are redirected to Dropbox's login page. Follow any on-screen instructions to complete the configuration. You are asked to give RefWorks permission to create a folder in your Dropbox called ProQuest RefWorks in your Apps folder. This is where RefWorks places copies of your citations.

    You can remove the synchronization at any time. Removing the synchronization does not remove any items that are currently in your Dropbox account.

    Reviewing Personal Data Stored by RefWorks

    To review all personal data that RefWorks stores about you, select Send me my personal data on the Settings page (select Settings from the user menu).

    Deleting Your RefWorks Account

    To delete your account, select Remove my RefWorks account on the Settings page (select Settings from the user menu). Select Remove Account in the confirmation dialog box. This action cannot be undone.

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