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RefWorks

Importing References

1. Access PubMed from the Libraries' website and perform your search.

2. Click the check boxes next to the references you want to import into RefWorks (limited to a maximum of 200 references at a time)

3. Click the "Send to" button and select "Citation Manager", then click the "Create File" button. (If it doesn't allow you to save the file using the Citation Manager option, select File -> MEDLINE instead)

pubmed citation manager screenshot

4. Save the file to your computer

5. Open RefWorks, log in to your account, then click on the + sign, and choose "Import References"

import references refworks

6. Drag and drop the file into the box, or use the link to “select a file from your computer” and upload it.

import refworks

7. RefWorks will recognize the file as a NLM PubMed file type, click "Import"

nlm pubmed file type

1. Access Scopus from the Libraries' website and perform your search

2. Click the check boxes next to the references you want to import into RefWorks

3. Click the "Export" button

export scopus

4. Select RefWorks as your method of export and choose what information you want to export, then click the Export button

scopus export settings

5. Choose the Yes, export to the newest version of RefWorks button when prompted.

export to refworks screenshot

1. Access CINAHL or PsycINFO from the Libraries' website and perform your search

2. Click the folder icon to the right of the references you want to import into RefWorks

ebsco add to folder

3. Click the "Folder" button in the top right corner of the page

ebsco folder

4. Click the "Export" button

ebsco export

5. Select the "Direct Export to RefWorks" option and click the "Save" button

ebsco export manager

6. Choose the Yes, export to the newest version of RefWorks button when prompted.

export to refworks screenshot

1. Access Google Scholar from the Libraries' website and perform your search

2. Click on the quotation symbol to open the Cite menu

google scholar quotation

3. Choose RefWorks from the bottom left corner of the Cite menu

google scholar refworks

4. Choose the Yes, export to the newest version of RefWorks button when prompted.

export to refworks screenshot

Saving Citations from the Web

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

The Save to RefWorks button is the easiest way to get references from PubMed or the internet into your RefWorks library.


To add the Save to RefWorks button to your browser, click on the More icon  and select Tools.   Simply drag the Save to RefWorks button to your browser.  Once you’ve installed it, go to any web page and click the Save to RefWorks button to capture the information.

You can save a set of search results or an individual article - the choice is yours.  You can easily edit metadata prior to importing into RefWorks.

Creating References and Adding Documents Within RefWorks

Importing Citations from Other Reference Managers (EndNote, Zotero, Mendeley, etc)

Adding Citations Manually

To add an item to RefWorks, click the Add a reference icon  at the top of the page. If you plan on adding the item to an existing collection, click on the collection first, then click the Add a reference icon .

You'll have three options:

  • Upload document
  • Import references
  • Create new reference

You can drag and drop a document (.pdf, .doc, etc.) directly into the Upload document box to upload an existing MS Office, Open Office or .pdf file from your computer. Only 1 document per item allowed. 

From the second option, you can also import a set of references from a text file in the formats offered. On the resulting page, you will able to click and drag the file onto the page to begin importing.

Using Create new reference you can manually enter your bibliographic data or click and drag a file to be imported as well.

Tip:  If you have multiple documents to add to RefWorks, you can select and drag them all at once. RefWorks will create separate items for each.

Regardless of which option you choose, RefWorks uses its document recognition feature to attempt to auto-complete the reference fields on the page.  RefWorks’s document recognition feature is compiled from a combination of authoritative citation sources, ProQuest databases, and end-user generated content and is continually revised and optimized to deliver the best possible results. 

You can change the reference type, manually edit the reference fields and additional fields can be added using the Add more fields drop down box at the bottom of the page. 

If you do not have a file to upload, simply populate the blank fields by typing in the necessary information.

Once you have manually added your item using one of these options, click Save and your item will be added to your RefWorks library.