Subject Guide: Horse Care: RefWorks Tips

To get started with your new RefWorks account, click on the link below. 

Login with your SRUC e-mail address as your username, and the password you created when you established your RefWorks account.

You can: (1) Upload document (2) Import references (3) Create manual reference.

© Ex Libris (2023)

• Select 'Create New Reference'. A new pane will appear on the right.
• Select the 'Reference Type' you require e.g., Journal Article and type in the metadata yourself.
• Select 'Save' once you have completed the relavant sections.

You can import existing references from any reference management service. You can import directly from another RefWorks account or from your Mendeley account.

To import from a RMS (other than RefWorks or Mendeley), export them from that service to one of the following formats: NLM PubMed, RefWorks Tagged, RefWorks XML, RIS, or Thomson Reuters format.

• Zotero: Select the references and select 'Export Selected Items' from the right-click menu. Select the 'RIS format' and save the file.
• EndNote: (1) Select Edit > Output Styles > Open Style Manager and select 'RefMan (RIS) Export'. (2)  In your library, select the references, select File > Export, and save the file as 'RefMan (RIS) Export'.

Within RefWorks Select 'Add > Import references'. The 'Import from another reference manager' page appears.

• To import from legacy RefWorks or Mendeley, select the relevant action and select 'Authorize'. The login page of the relevant citation manager appears. Log into the citation manager.

• Otherwise, drag and drop the file containing the list of exported references or select a file from your computer, select the file, select the relevant format (and, for RIS or Thomson Reuters formats, select the closest matching database), and select 'Import'. Your references are copied from the other service to RefWorks.

• To export references navigate to the folder of the references you would like to export. 
• Select 'Share' in the 'Reference Actions'. Then 'Export References'.

• Select whether to export all references in the current view or only selected references.
• Select the 'Output Format': BibTex, RIS, tab delimited, or XML and select 'Export'.

You can share Folders with others within or outside your organisation.

• 'My Folders' - select the folder you want to share.
• Select the 'Elipses' icon to the right of your folder and select 'Share Folder'.
• In the 'Sharing Settings' screen, select the Folder(s) you want to share.
• If the recipients have RefWorks accounts, type in the relevant e-mail addresses and decide if they can read/ annotate/ modify etc.
• Create a public URL for people who do not have a RefWorks accounts. They will be able to view/ sort/ export references and create a bibliography.
• Select 'Done'.

• Projects are separate reference collections with unique folders, reference, tags etc.
• This is useful for users working on multiple research projects, with different groups of people - where the ability to isolate references and folders within a Project is needed.
• Your RefWorks account has a default 'Untitled Project'. You can change the name and create new projects in the 'Manage Projects' page.

• The 'Share This Project' option is available within the same menu. Sharing Projects with others makes them a 'Project Owner' and gives them full permissions within the Project, including adding, deleting, and modifying folders and references. 

RefWorks offers add-ons to help with your research project.

Select 'Tools' from the ribbon at the top of the page.

• 'Save to RefWorks' plug-in. By installing this in your browser, you will be able to save a reference or article including full-text (if available) from any website into your RefWorks account.

• 'MS Word and Google Docs' Add-ons. These plug-ins allow you to quickly insert citations and a bibliogrpahy to your document using references from your RefWorks folders.

If you cannot see the 'Save to RefWorks' plug-in on your Favourites toolbar on the Edge browser. Select the ellipses on the right-hand side of your toolbar. Select 'Favourites' then the ellipses again on that menu, and choose 'Show favourites bar: Always'.

You can customize how you view your references in RefWorks:

• Sort (Date added, Date accessed, Date published, Title, Author, Ref ID.)
• Number of references per page (25 to 2000).
• View type (Normal, Table, Citation).

Sources consulted

ProQuest (2023) RefWorks. Available at: https://refworks.proquest.com/ (Accessed: 16 June 2023).

SRUC (2023) SRUC Library: Exporting references from Mendeley to RefWorks. Available at: https://www.youtube.com/watch?v=tXEYeadto3o (Accessed: 6 June 2023).

SRUC (2023) SRUC Library: RefWorks Citation Manager - MS Word. Available at: https://www.youtube.com/watch?v=5Pm_2nQBQOg (Accessed: 6 June 2023).

© ProQuest (2023)

We recommend that you use RefWorks from your SRUC Office 365 account, using the MS Word application. This should ensure that the 'RefWorks Citation Manager' Add-In is already installed for you.

Once you have opened MS Word, select the 'RCM' tab and the following icon should appear underneath your menu options at the top of the page:

If you select the icon, the RCM pane opens on the right side of the document.

Log in to RefWorks. Synchronizing data with your RefWorks account. This may take a few moments, especially on your first login. 

Once you are logged in, the sidebar updates with your references with an icon to the Main Menu on the top left

...and a refresh icon on the bottom right:

The 'RefWorks Citation Manager' menu allows you to choose your citation style, automatically update your bibliography, choose a different language and access the Knowledge Centre.

The citation style that we use at SRUC is 'Cite Them Right, 12th edition - Harvard'.

To add a citation within your MS Word document, simply left-click your icon where you want the citation to appear, then select from your RefWorks Citation Manager pane on the right of the page. Hover over the source you require, and select the 'Cite This' button.

Note - if you notice an error within the citation, you can edit this here. However, it will not update within the entry in your main RefWorks account. You will need to do this separately.