New PDF Reader

A new PDF viewing and editing experience is now available in RefWorks. The updated PDF reader offers faster processing and a modern, streamlined interface. Users can now export PDFs with markup, search within documents with highlighted results, add free-text notes, draw annotations, and include document-level notes.

RefWorks PDF Reader

Older RefWorks PDF Viewer

Improvements and New Features

Plagiarism and AI content checker

The Plagiarism and AI content checker is now a permanent RefWorks feature. Following overwhelmingly positive feedback, this tool is now fully integrated. It supports all languages, and a direct link to Copyleaks is included for seamless access.

 

 

Plagiarism and AI Content Checker

 

Admin Tools

New “Last month” filter is available in analytics reports, enabling Admins to easily access metrics from the previous month.

Admin analytics Last month filter

The custom date range selector has been improved to clearly distinguish the start and end dates, reducing confusion and helping admin users analyze data more efficiently.

Usage analytics date range selector

To improve user experience, the interface now more clearly separates table-related actions like “Download” from independent actions like “Invite Users,” improving the admin experience.

Admin users screen

 

Workflow Improvements

A new option is available in custom citation styles that allow users to hyperlink the Title field using the first URL saved in the reference URL field. This feature enables more flexible and customizable bibliography formatting. When this option is selected, only the Title text becomes a hyperlink—no surrounding text is linked. The hyperlink uses the first URL listed in the Linked URL field. This option is unselected by default.

Hyperlink title option in Citation Style Editor

 

New formatting options are available for custom citation styles to improve bibliography readability. Users can now control line spacing in the URL, Abstract, and Notes fields when creating custom citation styles. Options include none, single, or double spacing, as well as the ability to place each URL on a separate line, making bibliographies easier to read.

URL display settings in Citation Style Editor

 

Users can now choose whether to include or ignore stop words when sorting references by Title in custom citation styles. By default, stop words are excluded. This update also includes translated stop-word lists for Spanish, Catalan, Italian, French, and German.

Title stop words settings in Citation Style Editor

 

RefWorks in Portuguese

RefWorks and RCM for Word are now available in Portuguese.
RefWorks e o RCM para Word agora estão disponíveis em português.

Language dropdown menu

 

Added and Improved Ref Types

Users can now format their references more easily by using more Ref Types. These are available when creating a new reference manually, during import, in Citation Style Editor and during export.

Ref Types: AI tools/AI-generated, Audio/Song, Podcast, Radio Broadcast, Television Broadcast/Program and Television Episode

Reference Editor Ref Type dropdown – example: Podcast

 

Citation Styles Added/Updated

Cite Them Right, 13th edition - Harvard

NLM - National Library of Medicine

Accessibility Improvements

Resolved an issue where the language tag populated initially but did not update when users changed the selected language.

Resolved a keyboard accessibility issue where the Create Bibliography → Create bibliography menu item could not be reached using keyboard navigation.

Resolved an issue where modals did not receive keyboard focus. As a result, Narrator read the close button and title of the modal, then continued reading content behind it. Focus is now correctly placed on the modal.

The <title> tag and language tag have been updated on all RefWorks pages for improved consistency and accuracy.

Improved accessibility in the Search Databases page so screen readers now properly announce each database dropdown item, including those with icons.

Resolved a keyboard accessibility issue on the Users table under admin tools where column headers could not be focused, making it impossible to sort data using keyboard navigation.

Resolved a keyboard accessibility issue in the View Pane. Pressing Enter on the Skip to main content button while viewing a PDF now correctly moves focus to the main content.

Resolved a keyboard accessibility issue on the RefWorks Import page. After importing a reference through Direct Export, pressing Enter on the Skip to main content link now correctly moves focus to the main content area.

Resolved a bug in which the language tag was populated initially but did not change when users selected a different language. The tag now updates correctly based on user selection.

Resolved a compatibility issue with Windows Narrator in Firefox that prevented keyboard input while searching databases.

Bug Fixes

Restored the missing indicator arrow on the folder name dropdown in the import page.

Resolved a display issue on the Manage Folders page that caused the three-dots dropdown menu to appear partially overlapped.

Resolved a navigation issue that prevented users from returning to the All References page from the Create Bibliography screen using the keyboard and back arrow.

Fixed an issue where reference titles in the deduplicated references list showed raw HTML tags. Titles now render HTML correctly.

Resolved a bug affecting manual reference creation and editing. Users can now type freely into previously restricted fields, including Date Published, Volume, Issue, ISSN, DOI, URL, Journal, Pages, and Publisher.

New Manage Folders Page

Users now have higher visibility of all their folders within a project from the My Folders page which can be accessed from My Folders menu and Tools dropdown. 

In the new Manage Folders page, users benefit from a larger, more detailed display of their folders and folder hierarchies. This includes new insights:
- Added indicators for the number of subfolders, references, and attachments within each folder.
- Metadata Display: each folder and subfolder shows Created Date, Last Modified Date, and Sharing.
- Consistent Functionality: Includes the same interaction options as the condensed folder view found in the library pages.
Coming Soon: Support for sharing, hierarchy restructuring, bulk actions and folder merging.

Find in PubMed, Google Scholar, Crossref and DOI.org

Users can now easily view reference details and search for sources and related sources directly. This is available in Ref Preview and Ref Editor panes.

PubMed: view source material based on PMID or PMCID, search for related article in PubMed and search for more articles by each author
Crossref lookup: view source material based on DOI
Unpaywall: same functionality as before
Google Scholar: automated search based on reference data: Title, Author(s) and date
DOI search: view source material based on DOI

Find options are also automatically available in Public URL view

Access for the feature is managed by institutional Admins. Admins can enable or disable specific sources for their institution.

Find options settings in Admin

Workflow Improvements

View Options

User-selected reference display settings (Normal, Full, Table, or Citation) are now retained across sessions until manually changed. This applies to All References, Last Imported, Folders, and Search Results.

Search Databases and Find Duplicates pages will continue to use their default display views.

RefWorks Library View Display Settings

Allow Casing Changes in Edit Pane

Change text casing formatting option now available directly within the reference editor, allowing to make changes without manually retyping text.

Reference Editor Text formatting Options

Improved Attachments View in Library Reference List

The visual representation of references and attachments has been updated, making it easier for users to identify records and which records have at last one attached file; visible in Normal and Table views.

Attachments in Normal View

Attachments in Table View

Public URL Folder Improvements

Added localization to Public URL view

Recipients of publicly shared folders can now choose to view the folder in their preferred available language, just as users can in their RefWorks account.

RefWorks Public URL Language dropdown

Improved view of reference list in Public URL view

Users can now quickly view key reference details: Author, Title, and Year within publicly shared folders, without needing to click into each reference for a preview.

RefWorks Public URL reference list

Added and Improved Ref Types

Users can now format their references more easily by using more Ref Types. These are available when creating a new reference manually, during import, in Citation Style Editor and during export.

Ref Types: Email, Instant Message, Document, Preprint and Dictionary Entry

Reference Editor Ref Type dropdown – example: Government Document

Citation Style Editor – new and updated Ref Types

Old RefWorks Citation Manager (RCM) Add-in End of Support

The older RefWorks Citation Manager (RCM) add-in is replaced by the new RCM add-in.
Deactivation of the old RCM add-in was announced in November 2023: https://knowledge.exlibrisgroup.com/RefWorks/Knowledge_Articles/New_RefWorks_Citation_Manager_(RCM)_add-in_FAQs

Old RefWorks Ciation Manager (RCM) Inactive login

Citation Styles Added/Updated

Cite them Right Harvard, 13th edition

Chicago 18th Edition (Notes & Bibliography)

NLM – National Library of Medicine

TSAR

Turabian 9th Edition (Notes)

Turabian 9th Edition (Reference List)

Turabian 9th Edition (Ref List)

Accessibility Improvements

Added CSS pseudo elements to Search Database feature

Added focus to Database dropdown menu items

Updated alt text for images on the Extensions & Add-ons page

Improved color contrast for Citation Styles: (CSL) indicators in Citation Style Editor

Corrected missing skip links in library pages

Update pages <title> and language tags to allow screen readers to read content.

Bug Fixes

Fixed a menu option that was not functioning correctly when attempting to remove a reference from a folder within search results. 

Resolved a problem where some users were unable to see all available fields in the Bulk Edit dropdown. 

Resolved an issue where users with large libraries occasionally experienced missing fields in the Advanced Search dropdown. 

Resolved a delay causing some users to be unable to complete import when selecting all search result items using Save to RefWorks in Google Scholar.

Resolved an issue where reports for Publications Added, Publications Cited, Publications Read, or Publications Viewed did not always load as expected in Admin dashboard. 

Resolved an issue where references failed to save after manually adding or editing entries that included the PMID or PMCID fields. 

Fixed incomplete search results in shared folders issue.

To avoid ambiguity in APA citation styles, when multiple works with three or more authors shorten to the same in-text citation, the system now supports writing out as many author names as needed to distinguish between them—abbreviating the remaining names with "et al." in every citation. 

Resolved a problem where some users were unable to create a new citation style based on an existing one. 

Corrected an issue where page numbers containing alphabetic characters from the Other Pages field were not exporting properly in RIS and XML formats. 

Resolved an issue where searches for tags consisting only of asterisks (e.g., "**") returned no results. 

New RefWorks YouTube Channel Videos ¡en español!

Import Improvements

Import from Word or PDF

Users can now add references to RefWorks by importing bibliographies from within Word or PDF files.

All references in the document’s bibliography will be added. PDFs can be imported as separate references, but Word files, while saved, won't automatically create reference details. You can also assign them to a folder and avoid duplicates during import.

Add dropdown menu was updated to clearly show import options.

Add menu – Import references from Word of PDF

Import from Word or PDF page

 

Import Related Articles Suggested by bX Recommender

Users can now easily import recommended articles from Ex Libris' bX Recommender into RefWorks.

In Normal or Citation view, simply check the "Related articles" tab in the Reference preview pane, select desired articles, and import them. You can also assign them to a folder and avoid duplicates during import.


 

Related articles - in reference preview pane

 

Related articles - deduplicate and import

Authentication Updates

To enhance account security, users must now create stronger passwords. Passwords need to be at least 8 characters long, include one uppercase letter, one lowercase letter, one number, and one special character. Passwords will expire every 180 days and can not be the same as last three passwords.
More information can be found here.

This is a phased deployment, meaning users will be prompted to change their password over the next few months. 
 

Citation Styles Added/Updated

• Bluebook (notes & bibliography)
• British Journal of Haematology
• Chicago 18th Edition (Author-Date System) 
• Chicago 18th Edition (Notes & Bibliography)
• OSCOLA 4th Edition - Oxford Standard for the Citation of Legal Authorities

Accessibility Improvements

RefWorks Citation Manager (RCM) for Word focus order updated to follow logical keyboard navigation order.

Drag & drop references when changing order is disabled when there is only one reference in citation.

Improved keyboard accessibility in change citation styles settings for Differentiating authors with the same surname modal.

In Sharing menu, added page notification for each Folder item: Folder is accepted or refused. 

In deduplication results, added keyboard accessibility to close button. 

Modals’ dropdown screen reader updates (no longer reads “j” aloud).

Bug Fixes

Updated citing option so users can configure "n.d", or any other notation,    when date is missing in reference

Fixed failure to export duplicate references    in BibTeX format when citekey is set to authoryeartitle

Resolved issue when for some users, Advanced Search fields dropdown    failed to populate

When using Cite Them Right citation style, Bill/Resolution Ref Type, sometimes the bibliography failed to generate in RefWorks, this
was not affected in RefWorks Citation Manger (RCM)

If page number contains alpha characters but isn't a range, it is no longer forced to Other Pages field in export files 

Fixed issue when creating bibliography for Audio Ref Type, Conductors & Medium were omitted

New and Updated RefWorks YouTube Channel Videos

Organizing References with Folders
Organizing References with Projects
NEW: Writing with RefWorks Citation Manager (RCM) for Microsoft Word
NEW: Writing with RefWorks Citation Manager (RCM) for Google Docs

RefWorks site rebranded to align with Clarivate

To align with our Clarivate brand, the RefWorks logo, typeface and look-and-feel, have been updated. RefWorks related ProQuest branded content is now updated to reflect Clarivate brand.

Previous logos:
 
Updated logos:

Check out the new logos on our Knowledge Center site.

RefWorks YouTube channel:

Refworks on X @RefWorks:

 

Plagiarism and AI content checker (Pilot)

In March, RefWorks added a new feature pilot for plagiarism and AI content checker. This initiative is in partnership with Copyleaks.

Every user was granted 40 credits per month by Clarivate. One credit is equivalent to 250 words. Users who use this feature during the pilot retain access to their documents on the Plagiarism and AI content checker page.

This is a limited pilot to explore user engagement and collect feedback. Clarivate will explore this as permanent integration in RefWorks, followed by other products.

RefWorks Citation Manager (RCM) for Word and Google Docs Improvements

New feature for Citation formatting which allows users to switch citations formatting option off to improve performance. Users who are working on large documents may choose to turn automatic Citation formatting: Off to reduce document processing time. Citations will be inserted into document but only formatted once the option is turned On. This feature is only available in RCM for Word.

RefWorks Citation Manager (RCM) Citation formatting: Off

 

New options for formatting citations now available to use when citation details other than Page are needed.

The following details are available now: Appendix, Article, Book, Canon, Chapter, Column, Equation, Figure, Folio, Issue/Number, Line, Location, Note, Opus, Paragraph, Part, Rule, Scene, Section, Sub verbo, Table, Verse or Volume. This feature is available in RCM for Word, RCM for Google Docs and RCM for Hangul Word Processor.

RefWorks Citation Manager (RCM) for Word citation options


RefWorks Citation Manager (RCM) for Google Docs citation options

Users may now easily see which account they are logged into in RCM for Word. The account info is listed next to Log out, as it is in RefWorks.
 

RefWorks Citation Manager (RCM) for Word Log out

ProQuest RefWorks Citation Manager (RCM) for Word message

Added and Improved Ref Types

Users can now format their references more easily by using more Ref Types. These are available when creating a new reference manually, during import, in Citation Style Editor and during export.
Ref Types: Computer Program/Software, Figure/Image, Government Document, Lecture/Presentation, Motion Picture/Film, and Video/Streamed

Reference Editor Ref Type dropdown – example: Government Document

 

Citation Style Editor – new and updated Ref Types

 

Accessibility Improvements

Screen reader improvements in RefWorks Citation Manager (RCM) for Word on references home page.

Keyboard accessibility improvements on reference home page and bibliography toggle.

Keyboard accessibility improvements on Import page.

Bug Fixes

Some PDFs failed to show a preview in reference Preview pane.

When sharing a folder as public URL, custom fields were missing in reference details. 

When viewing admin usage analytics, end date was sometimes excluded from view due to time zone settings and usage graphs formatted metrics with decimal points on some browsers.

In RCM for hangul Word Processor, the narrative citation formatting was not correctly applied in the document.

Erroneous ending period was inserted next to the URL causing the click through link to become non-functional.

Corrected missing page number detail notation in Cite Them Right Harvard 12th citation style in RCM for Word and Google Docs.

Fixed BibTeX and BibLaTeX export formats issues in Book section Ref Type for Book title and Series Title fields.

Updated RefWorks YouTube Channel Videos

Creating References and Adding Documents Within RefWorks

Integration with Paperpal Preflight Pre-submission Check 

Users now have access to RefWorks Paperpal Preflight via RefWorks Citation Manager (RCM) for Word and Google Docs. With this new integration, Paperpal will enhance the process by providing language and technical compliance checks, ensuring manuscripts are submission ready.
Preflight Pre-submission Check performs a comprehensive scan of manuscripts for technical compliance and language quality, ensuring appropriate grammar, writing mechanics, readability, and academic vocabulary. It will also review technical aspects related to references, disclosures, limits, figure, tables, etc. 
Post assessment, a free submission readiness report will be generated, highlighting areas of compliance and areas needing improvement.
Currently, doc, docx, and PDF file formats are supported. 

Institutional admins can enable or disable access to this feature for their users in Admin Settings Preferences.

Preflight Pre-submission Check in RefWorks Citation Manager (RCM) for Word

Preflight Pre-submission Check in RefWorks Citation Manager (RCM) for Google Docs

RefWorks in collaboration with Paperpal Preflight Dedicated Page

 

Institutional Single Sign-On (SSO) Option Added to the RefWorks Citation Manager (RCM) for Google Docs   

Users affiliated with institutions that provide OpenAthens or Shibboleth authentication can now log into RefWorks Citation Manager (RCM) for Google Docs using their institutional sign-on. Previously, users had to enter their RefWorks User ID and Password for access. Browser popup blockers must be disabled to allow authentication screen to appear.

RefWorks Citation Manager (RCM) for Google Docs Institutional Single Sign-On

 

RefWorks Citation Manager (RCM) for Word Improvements     

Users now have an easy way to view and access references cited in their document in the new My Citations tab. My Citations tab lists all references cited in the document. Users can view references in citation view or in bibliography view and can see how many times the reference was cited, in which citation. When clicking on the citation within list in the RCM add-in, cursor is automatically placed in that citation in the document. Search feature allows users to find references included in the document’s citations. 

RefWorks Citation Manager (RCM) for Word My Citations Tab

RefWorks Citation Manager (RCM) for Word My Citations Tab View

When editing citations, users can now see the Ref ID. This feature makes it easier for users to identify which references were used in the document.

RefWorks Citation Manager (RCM) for Word Preview Ref ID

 

When editing citations, users can now change order of references in a citation. Changing order of references in citation can be done by using arrows, or by dragging and dropping. Note: if citation style rule mandates specified order, changing order while editing will not affect the citation.  

RefWorks Citation Manager (RCM) for Word Edit References Order

 

Editing page numbers for in-text citations is now available for superscript styles. Default  page number(s) formatting is not affected and follows rules set by citation style.

 

Import Improvements  

Users can now import references into multiple Projects at the same time when using direct export from databases or via Save to RefWorks. The limit is 5 Projects during an import. This enables easier workflows for organizing research and eliminates the need to move or copy references between projects. Checking for duplicates at import is unique to each Project. References in each Project are assigned a unique Ref ID.

Import References into Multiple Projects

 

Save to RefWorks (StR) Improvements 

Save to RefWorks feature has been updated to improve the quality of reference details and now includes more sites. 
Users can now minimize the Save to RefWorks Window until ready to import, so the source page content is not obstructed.

Save to RefWorks (StR) Window Minimize

 

Workflow Improvements

When searching for citation style in Citation Style Editor, users may now set a display scope as they can when viewing references in their RefWorks library. Users may set to view from 25 to 2000 records per page. This setting will be retained until user changes the scope. 

Display Scope in Citation Style Editor Search Page

Users can now quickly recognize if a reference source is in Print or Electronic format without the need to open the reference editor. This is important because style formatting relies on Print/Electronic source designation to create bibliographies.

 

Reference Preview Pane Print/Electronic

 

Reference Preview Pane Print/Electronic Detail Field

Reference Edit Pane Print/Electronic Detail Field

If reference details are edited in the Reference Editor and the user closes the pane without saving, a warning message is presented to prevent data loss.

Save Reference Editor Changes Warning Screen 

Users may switch  to view all fields available in Reference Editor or remain in current view showing default fields. This eliminates the need to add additional fields one by one and gives the user a full view of all fields.

Reference Editor Pane Fields Setting 

Users may search only the Ref ID field in advanced search. Only numeric query string is accepted.

Advanced Search Ref ID Field 

Export Improvements

Users now can export references in BibLaTeX format. BibLaTeX is a powerful bibliographic management for creating high-quality technical documents like articles, reports, theses, and books.   This feature is in beta as we gather feedback from users.

RefWorks Export References Options BibLaTeX

 

Citation Styles Added

• AMA 11th - American Medical Association, 11th Edition (URL)

• Physiotherapy Canada UPD

• Ecology

• Journal of Medical Internet Research (URL)

Accessibility Improvements

• Added the ability for keyboard only and screen reader navigation to the following areas:
  -    Reference Edit pane
  -    Left side navigation items
  -    Utility toolbar dropdown items
  -    RefWorks Citation Manager (RCM) for Word

• Added keyboard navigation in reference list

• Screen reader prompts added to home menu

Bug Fixes

• Source name corrected from “google” to “Google Scholar”  when importing for Google Scholar. 

• Updated missing data field information in RCM for Word and Google Docs. Now the message shows “(missing author)” when there is no author information  populated in the reference details and “(missing date)” when there is no date information populated in the reference details. 

• Removed invalid period at the end of bibliography where URL is present, enabling links to click through. 

• Importing references where URLs contained “$” sign were erroneously truncated; this is now fixed.

• Fixed search in tags to ignore casing.

• Automatic trim of reference fields when saving.

• Fixed an outage where sorting by Date Modified criteria failed to execute in RefWorks Citation Manager (RCM) for Word and HWP.

Updated RefWorks YouTube Channel Videos

Editing References in RefWorks
Exporting References to RefWorks