RefWorks 3

Flow
Rutgers off-campus users must log-in for access
to Rutgers restricted resources linked from RefWorks.


Introducing the new RefWorks.
Still using the old version of RefWorks? Upgrade to the newest version to take advantage of the latest features. For more information, see Upgrading to the New RefWorks.

What is RefWorks 3?

RefWorks 3 is the latest version of RefWorks, a research management tool that makes it easy to save references to books, articles, and web pages and organize them into your own personal research library. With RefWorks 3 you can:

  • Save references and full text documents from major online databases and websites
  • Access your references and documents from any computer or mobile device
  • Organize, highlight, and annotate your documents
  • Collaborate and share document collections with other RefWorks users
  • Add citations and footnotes to your research paper from references in your RefWorks library
  • Automatically create a bibliography or works cited in any citation style

How do I create an account?

To create an account:

  1. Go to and click “Create Account”
  2. Enter your Rutgers email address and create a password
  3. Click the activation link in the confirmation email to complete your account setup

How is RefWorks 3 different from legacy RefWorks?

RefWorks 3 offers a variety of new and improved features such as easy one-click importing, automatic recognition of uploaded documents, and document sharing, highlighting, and annotation. For more information, see Legacy RefWorks vs New RefWorks.


Will RefWorks 3 replace the legacy RefWorks?

Rutgers has not yet announced when it will discontinue the legacy RefWorks. However, all current legacy users are advised to consider upgrading to the new platform.


How do I upgrade to the newest version of RefWorks?

To upgrade from legacy RefWorks:

  1. Login to RefWorks
  2. Click the link at the top of the screen that says “Move to the newest version of RefWorks”
  3. Follow the on-screen prompts to compete your account setup

Note: Upgrading from the legacy RefWorks is not recommended if you are in the middle of a major project. Write-n-Cite papers started in legacy RefWorks may not be compatible with new RefWorks. It is advisable that you wait to upgrade until after completing your work. For more information, see the Upgrading to the New RefWorks.


Can I use both versions of RefWorks simultaneously?

Yes. If you're unsure about upgrading, you can create an account on the new platform and migrate your legacy account later.

A few notes about using RefWorks and RefWorks 3 simultaneously:


How do I save references to RefWorks?

RefWorks has an easy to use tool that installs in any web browser called “Save to RefWorks”. This browser bookmarklet grabs information from any web page – in some cases a complete article – and adds it to your RefWorks library.

To add the “Save to RefWorks” bookmarklet to your browser:

  1. Click on your name in the upper right-hand corner and select “Tools”
  2. Click “Install Save to RefWorks”
  3. Drag the “Save to RefWorks” button to your browser’s Favorites bar
  4. Go to any web page and click “Save to RefWorks” to capture information

“Save to RefWorks” is not supported by all sites. Results vary by site. For more information, see Using Save to RefWorks to capture citations, articles and full-text on the web.

For databases that do not support the “Save to RefWorks” bookmarklet, you can still save references by using the “Export to RefWorks” function within the database. For more information, see Using Export to RefWorks to import citations into your library.

You can also add items to your RefWorks library by uploading documents from your computer. RefWorks uses its document recognition feature to attempt to auto-complete the citation information. For more information, see Uploading one or more documents from your computer.

References can also be added or edited manually. For more information, see Adding references manually.


How do I save references from QuickSearch to RefWorks?

To save references from QuickSearach:

  1. Select one or more references from your search results and add them to your favorites
  2. Click My Favorites to view your selected items
  3. Select the items you wish to export and click the ellipses "..."
  4. Choose the RefWorks export option
  5. Login to your RefWorks account to complete the export

How do I import references from other citation managers?

To import references from other citation managers into RefWorks, follow the instructions below:


How do I create a bibliography?

To create a bibliography:

  1. Select the collection or group of references you want to use
  2. Click the “Bibliography” icon and select “Create Bibliography”
  3. Choose your citation style (APA, MLA, Chicago, etc.)
  4. Click “Copy to Clipboard” and paste your bibliography into your document

How do I insert citations and footnotes into my research paper?

RefWorks offers plugins for Microsoft Word and Google Docs that allow you to insert citations and footnotes from references in your RefWorks library. To install these add-ons, click on your name in the upper right-hand corner and select “Tools”. For instructions on using these tools, see:

Check compatibility requirements before installing Write-N-Cite. For installation and troubleshooting assistance, contact RefWorks Technical Support at refworks.support@exlibrisgroup.com.


Can I create or modify citation styles?

Yes, using the Citation Style Editor you can create custom output styles by adding a new style or modifying an existing style to suit your needs. For more information, see Creating or modifying citation styles using the citation style editor.


How do I create a collection?

Create collections or organize items in your RefWorks library. Items can be assigned to multiple collections, but they only need to be added to RefWorks once.

To create a collection:

  1. Click “My Collections” and select “Add a Collection”
  2. Name your collection and click “Save”
  3. [Optional] Click the More icon next to your collection to add subcollections
  4. Drag and drop items to add them to your new collection

How do I share collections with other RefWorks users?

RefWorks allows you to share collections with other RefWorks users at Rutgers or outside of Rutgers (as long as the other person has an institutional RefWorks account).

To share a collection with other RefWorks users:

  1. Select the collection you want to share
  2. Click the “Share & Export” icon and select “Share Collection”
  3. Enter the email address of the person you want to share with (one at time)
  4. Select the level of access for that person (read, annotate, or modify)
  5. Click “Share Collection”

The person(s) you've invited will receive an email notification (and a notification inside their RefWorks account) where they can accept the invitation. For more information, see Sharing a collection with other RefWorks users.


How do I annotate documents?

RefWorks has an integrated document reader that allows you read, highlight, and annotate full text documents.

To annotate a document:

  1. Select the reference with the document and click “Read”
  2. To highlight text or add a comment, click on the appropriate icon from the top menu and select an area of text

Comments will appear to the far right of the selected area. You can change the color of your comments by clicking the More option for the comment and selecting a new color. You can also edit or delete the comment. Once you type a note, it is automatically saved. For more information, see Annotating documents or articles.


Does RefWorks have a storage limit?

RefWorks allows you to store up to 100 GB worth of documents. You can also choose to store your documents in Dropbox. For more information, see Reading documents offline with Dropbox.


Will I continue to have access to my RefWorks account after I leave Rutgers?

Yes, all faculty and student alumni will continue to have access to their RefWorks account as long as Rutgers continues to subscribe.


Is RefWorks compatible with all web browsers?

RefWorks works best on Chrome, Firefox, and Safari. For more information, see compatibility requirements.


Where can I find more information about RefWorks?

For more information about RefWorks, visit the RefWorks Support Center .