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    RefWorks Plugins: Connecting Your Browser, Microsoft Word, and Google Docs to RefWorks

    Overview

    It is easy to create citations in RefWorks to copy to your document, but it is even easier to add them while working in your document using a RefWorks plugin. In addition, the plug-ins allow you to manage the citations in the: delete, add, restyle, and so forth.

    Save to RefWorks is a browser bookmarklet that enables you to add as references to your RefWorks account directly from your browser.

    See the sections on this page for information about the bookmarklet and about the plugin relevant for your environment.

    Save to RefWorks

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

    Save to RefWorks should work on any modern browser.

    Installing Save to RefWorks

    To install Save to RefWorks:
    1. Ensure that your browser's favorites toolbar is currently visible in your browser.
    2. In RefWorks, select Tools > Tools. The Tools page appears.
    3. Select Install Save to RefWorks. A dialog box appears.
    4. Drag and drop the Save to RefWorks plugin to your browser's favorites toolbar. The plugin is installed.
    5. Click anywhere on the page to close the dialog box.

    If you experience any problems, see Getting Help / Submitting Ideas to Ex Libris.

    Adding References Using Save to RefWorks

    To add a reference or a list of references from a website to RefWorks:
    1. Ensure that you are logged into RefWorks.
    2. While browsing any website, when viewing a page containing a reference, or information about a reference, select Save to RefWorks from your browser's favorites toolbar. Save to RefWorks opens a right sidebar.

      save_to_refworks_pane.png

      Save to RefWorks Right Sidebar
      • If Save to RefWorks detects a single reference on the page, Save to RefWorks prefills as many fields as it can. Enter or correct information as required and select Save to RefWorks. The reference is added to your RefWorks account.
      • If Save to RefWorks detects multiple references, a list of references appears in the right sidebar. Select the relevant references and select Save to RefWorks. You can edit each one by first opening the reference (select > in the reference row) .
    3. If you have multiple projects, select the project to which you want to save the reference and click Continue.

    Finding the Right Writing Tool Plug-In

    To find the right writing tool for your operating system and version of Microsoft Word, see the table below for your operating system and the row of your Word version. The writing tool plug in that matches your system, either Write-N-Cite (WnC) or RefWorks Citation Manager (RCM), is listed in the right column.

    MacOS X Versions 10.6+

    The information in this section is relevant for MacOS X versions 10.6, 10.7, 10.8, 10.9, 10.10, or 10.11 (Snow Leopard, Lion, Mountain Lion, Mavericks, Yosemite, El Capitan) and Sierra 10.12.
    Word 2008 or 2011 WnC 4.5 and later for Mac
    Word 2016 RCM
    Google Docs RefWorks for Google Docs

    iOS

    Word app RCM
    Google Docs RefWorks for Google Docs

    Write-N-Cite

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

    Features:

    • Provides read-only access to your RefWorks account, enabling you to view and insert your previously collated references into your document, formatted using previously defined citation styles.
    • Uses codes to represent your references and bibliography entries. This enables Write-N-Cite to manage and update these entities. You can use Write-N-Cite to manage only the codes that it adds to your document; you cannot manage references added as plain text. Codes are surrounded by light square brackets and appear as plain text when viewing or printing the document.
    • You can add inline citations and an entire bibliography.
    • Enables you to bulk format all entities managed by Write-N-Cite.
    • Every time you log into Write-N-Cite, it automatically synchronizes with your RefWorks account.
    • Write-N-Cite works on older versions of Word that are incompatible with RefWorks Citation Manager.
      • Windows users of Microsoft Office 2016 can choose to use Write-N-Cite or RefWorks Citation Manager.
      • Macintosh users of Microsoft Office 2016 must use RefWorks Citation Manager.
    • Codes inserted by Write-N-Cite are not recognized by RefWorks Citation Manager, and vice versa.
    • Write-N-Cite provides limited access to your RefWorks account, and does not enable you to make changes to your references.
    • If you have documents with codes that were added using Write-N-Cite associated with legacy RefWorks, Write-N-Cite can convert these codes to (new) RefWorks. Write-N-Cite cannot otherwise manage older codes.

    Installing Write-N-Cite

    Requirements

    Downloading and Installing Write-N-Cite

    1. In RefWorks, select Tools > Tools. The Tools page appears.
    2. In the Cite in Microsoft Word area, select Download & Install to download the latest version, or Other Windows and Mac Versions to download other versions. If you select Download & Install, the download starts. If you select Other Windows and Mac Versions, the Write-N-Cite for Word Download Page appears. Select the relevant version and select Download & Install to start the download.

      write_n_cite_download_page.png

      Write-N-Cite for Word Download Page
      The available options depend on your operating system.
    3. Start the installation and follow any on-screen instructions. After installing the plugin, a RefWorks ribbon appears in Microsoft Word.

      WNC Login

      RefWorks Ribbon
    4. In the ribbon, select Log In to log into RefWorks. If single sign-on is enabled for your institution, follow the on-screen instructions to log in using single sign-on. Synchronizing data with your RefWorks account may take a few moments, especially on your first login.
      If you are using Write-N-Cite on a public computer, log out of Write-N-Cite when you complete your work. However, note that Write-N-Cite provides read-only access to your RefWorks account, and does not enable you, or any other user, to make changes to your references.
    5. To select the citation style to apply to all Write-N-Cite managed entities in your document, select Style > [style name].
      WNC Style List

    If you experience any problems, see Getting Help / Submitting Ideas to Ex Libris.

    Using Write-N-Cite

    When you open Microsoft Word, if you did not log out after your last session, you are still logged in. If not, select Log In from the RefWorks ribbon to log into RefWorks. If someone else was logged into this instance of Word, select Switch Accounts to log out and log back into your account.

    • If you need to reformat all of your entities, select Reapply Output Styles. For example, this may be useful when working with master and sub documents that have different citation styles.
    • To manually force a synchronization with RefWorks, select Sync My Database.
    • To convert all citations to plain text select Remove Field Codes.
      If you intend to continue using Write-N-Cite to manage citations in this document, we strongly recommend that you save a copy of your document before converting to plain text, as it cannot be undone.
    To add or edit an inline citation:
    1. To create a citation, select Insert Citation > Insert New. To edit, double-click the citation. In either case, the Insert/Edit Citation pane appears.
      WNC Insert New Citation
      Insert/Edit Citation
    2. Use the folders and the search bar to locate the reference. You can right-click on it to see complete reference information.
      Full Reference Data
      Full Reference View
    3. Select the reference. A preview of the formatted citation appears in the Preview Citation area. Optionally select + in the Compose Citations area to add additional references to the citation.
      WNC Insert or Edit Citation
    4. Optionally configure any of the following while creating or editing a reference:
      WNC_Insert_Edit_Citation.png
      • Hide the publication year
      • Hide the author name
      • Add text before the reference (Prefix)
      • Add text after the reference (Suffix)
      • Hide the reference and only have the bibliography entry
      • Hide page numbers (Suppress Pages)
      • Add page numbers (Override Pages)
      • Change the reference order: Use the up or down arrows for styles that use first-cited order. For styles that use alphabetical or other sorting, select Override Default Ordering.
        Some options depend on the citation style. For example, adding or hiding page numbers works only for styles with page numbers.
    5. Select OK to insert or save the selected references. 
    To insert a bibliography:

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

    RefWorks Citation Manager

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

    RefWorks Citation Manager is available through the Microsoft Store and can be installed directly from Microsoft Word. By default, Office automatically updates RefWorks Citation Manager whenever a new version becomes available.

    If access to the Microsoft Store is blocked, see the article: Enabling RefWorks Citation Manager.

    Features:

    • Provides read-only access to your RefWorks account, enabling you to view and insert your previously collated references into your document, formatted using previously defined citation styles.
    • Uses codes to represent your references and bibliography entries. This enables RefWorks Citation Manager to manage and update these entities. You can use RefWorks Citation Manager to manage only the codes that it adds to your document; you cannot manage references added as plain text. Codes are surrounded by light square brackets and appear as plain text when viewing or printing the document.
    • You can add inline citations. Adding a citation also adds a bibliography to the end of the document. As you add or remove references, the plugin automatically updates the bibliography.
    • Enables you to bulk format all entities managed by RefWorks Citation Manager.
    • Every time you log into RefWorks Citation Manager, it automatically synchronizes with your RefWorks account.
    • Windows users of Microsoft Office 2016 users can choose whether to use Write-N-Cite or RefWorks Citation Manager. Macintosh users of Microsoft Office 2016 must use RefWorks Citation Manager.
    • Codes inserted by Write-N-Cite are not recognized by RefWorks Citation Manager, and vice versa.
    • RefWorks Citation Manager provides limited access to your RefWorks account, and does not enable you to make changes to your references.
    • If you have documents with codes that were added using RefWork Citation Manager associated with legacy RefWorks, RefWorks Citation Manager can convert these codes to (new) RefWorks. RefWorks Citation Manager cannot otherwise manage older codes.

    Installing RefWorks Citation Manager

    You do not need administrator access to install RefWorks Citation Manager.
    1. In Microsoft Word, select Insert > Store and search for RefWorks.

    2. RefWorks Citation Manager will be listed. Select Add to install; it opens in the right sidebar.
      If you close the sidebar, you can redisplay it by selecting Insert > My Add-ins > RefWorks Citation Manager.

      RefWorks-Citation-Manager-image2.jpg

      RefWorks Citation Manager - Not Logged In
    3. Log into RefWorks. Synchronizing data with your RefWorks account may take a few moments, especially on your first login. Once you are logged in, the sidebar updates with your references.

      If someone else was logged into this instance of Word, select Log Out in the action menu and log back into your account.

      RefWorks-Citation-Manager-image3.jpg

      RefWorks Citation Manager - Logged In

      An action menu is available on the left of the sidebar, and a configuration menu is available when you select the top right of the sidebar.

      refworks_citation_manager_configure_icon.png

      Action and Configuration Menu Icons
    4. To set the citation style, select Change citation style in the action menu. A dialog box appears in the right sidebar. Select the style and select Update. Every time you perform this action, all citations and the bibliography will be updated to the new style.

    If you experience any problems, see Getting Help / Submitting Ideas to Ex Libris.

    Using RefWorks Citation Manager

    To insert a citation:

    Select the reference and select Quick Cite. When you do, two things 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.
    To configure the reference before inserting it:
    1. Select the reference and select Preview & Edit. The Preview & Edit pane appears. Full reference information appears at the bottom.

      refworks_for_google_docs_edit_citation.png

      Preview & Edit
    2. Select to insert the citation inline.
    3. Optionally configure whether to change the page numbers, hide the author, or hide the publication year. A preview of the citation and the bibliography entry appears.
    4. Optionally add a prefix or suffix text to the reference.
    5. Select Insert Citation. An inline citation is added as well as a bibliography entry.

    Additional actions:

    • Edit a citation – Move your cursor to anywhere in the citation. The information opens in the right sidebar.
    • Delete a citation – Select the entire citation, either by highlighting it with your mouse or by selecting the block element handle and pressing Delete. Select Update document in the action menu to update the bibliography.
    • Add a citation to a footnote – Create a footnote in Word and add a citation to it as you would add a citation inline in the text.
    • Refresh RefWorks – If you need to refresh the RefWorks pane, select Reload from the configuration menu.
    • View Source – For support use.
    • Security Info – Microsoft information about the plugin.

    To get help, select Ex Libris Knowledge Center in the action menu or Get Support in the configuration menu.

    RefWorks for Google Docs

    RefWorks for Google Docs is a plugin for Google Docs that lets you run a simplified version of RefWorks inside of Google Docs. RefWorks for Google Docs enables you to access and cite your references while working in Google Docs.

    Features:

    • Provides read-only access to your RefWorks account, enabling you to view and insert your previously collated references into your document, formatted using previously defined citation styles.
    • You can add inline citations. Adding a citation also adds a bibliography to the end of the document. As you add or remove references, the plugin automatically updates the bibliography.
    • When you share your document with another user who is using RefWorks for Google Docs, they can edit and delete any RefWorks references in the document and can add their own references to the document.
    • Every time you log into RefWorks for Google Docs, it automatically synchronizes with your RefWorks account.

    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

      RefWorks for Google Docs - Not Logged In
    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 into 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 will be updated to the new style.

    If you experience any problems, see Getting Help / Submitting Ideas to Ex Libris.

    Using RefWorks for Google Docs

    To insert an inline citation:

    Select the reference and select Cite this. When you do, two things 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.
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