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RefWorks: Backing up & restoring accounts

This guide was developed for Canadian university students by Scholars Portal, a service of the Ontario Council of University Libraries (OCUL).

Backing up & restoring accounts

The backup and restore feature allows you to move the full contents and structure of your RefWorks account into another account. We also recommend regularly backing up your RefWorks account to prevent data loss should an error arise within your account.

Backing up your account

  1. To perform a backup of your RefWorks account, navigate to Tools > Backup & Restore:
  2. A lightbox will appear. Select which parts of your account you would like to back-up (if you are unable to back-up your account, try de-selecting attachments). Select the Perform Backup button:
  3. If you are backing up a lot of references, this may take a minute. When the backup is done, you will be prompted to open or save the .rwb file. Save it to a location on your computer that you will easily remember. Please note: You will not be able to open this file on your computer, which is okay. You can only access the contents by restoring the file into another RefWorks account.

Restoring your account

Please note: Using the restore function will permanently overwrite everything in your account (including RSS feeds, modified output styles, and attachments). Your account will be modified to the exact configurations in the backup file. It is best to restore into an empty account.
  1. To restore your RefWorks account, navigate to Tools > Backup & Restore:
  2. A lightbox will appear. Select the Restore link, then select which features you'd like RefWorks to restore (if all features were backed up, we suggest restoring all features). Browse for the file you have saved to your computer and then select Perform Restore:
  3. A green box in the bottom right-hand corner of the screen will indicate the process is complete:
  4. Your account has now been overwritten with all the references and settings present in the backup file.