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RefWorks: Using RefWorks website

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

Using RefWorks website

There are three ways you can create a bibliography directly from your RefWorks account online, without having to install any special software on your computer.

Important: Always remember to look over your references and make any necessary corrections (i.e. capitalizing proper names) before submitting your document anywhere!

Creating a bibliography from a folder

There are two ways you can create bibliographies from a folder in RefWorks.

Option 1: Button

  1. Use the sidebar on the right-hand side of the screen to navigate to your folder of choice:

     

  2. Click on the Create Bibliography button above the reference toolbar:
  3. A lightbox will open. All the references in your folder will already be selected. Use the drop-down menus to choose your desired output style and file type, then click Create Bibliography.
  4. Depending on the format you've selected and your browser settings, you will either be prompted to download your bibliography (e.g. Word format), or it will open in a new browser tab (e.g. HTML). You can manually modify your bibliography as necessary.

Option 2: Right-Click Menu

  1. Click on the Organize & Share Folders tab.
  2. Place your mouse over the small yellow folder icon to the right of the folder you wish to create a bibliography from, and go to Create Bibliography. You should see a small menu with all your favorite output styles. Click the output style you wish to create your bibliography in.
  3. A new browser tab or window will appear with your bibliography in HTML format. You can either copy and paste this text somewhere else, or use the File > Save function in your browser to save the HTML file to your computer. You can manually modify your bibliography as necessary.

Creating a bibliography from a list of references

To create a bibliography from a list of references in your account:

  1. Either click the Create Bibliography button above the reference toolbar, or go to Bibliography > Create Bibliography:
  2. A lightbox will appear. The first option will ask you to choose which references to include in your bibliography: Selected will include all the references you have selected using checkboxes, Page will include all the references on the current page, while All in List will include all the references in your current folder. If you are on the main page of references, it will include all the references in your account.
  3. Next, choose your desired output style and file type from the drop-down menus, and click Create Bibliography. (Not seeing the output style you need? See the instructions for adding an output style to your favourites.)
  4. Depending on the file type you've selected and your browser settings, you will either be prompted to download your bibliography (e.g. Word format), or it will open in a new browser tab (e.g. HTML). You can manually modify your bibliography as necessary.

Inserting in-text citations

If you want to cite your document using RefWorks, but don't have access to the Write-N-Cite plugin for Microsoft Word on your computer, you can use the Cite function directly in your RefWorks account. This generates a citation placeholder: {{123 Smith 2001;}}. You can copy and paste this placeholder into your document where you want to insert an in-text citation. When you are ready, you can upload it to your RefWorks account to format your citations and bibliography in your output style of choice.

Step 1: Citing your document

Tip: You may want to use the Change View feature to enable One Line/Cite View. This will display a brief version of your references, making it easier to locate the ones you want to cite.

Screenshot of One Line/Cite View

  1. To get your citation placeholder, click on the yellow curly brackets next to the reference you want to cite:
  2. A small pop-up will appear with your citation placeholder:
  3. If you want to add another reference to the same in-text citation, keep this pop-up open. Find your next desired reference, and click the yellow curly bracket icon next to it. Repeat this step until your in-text citation is complete.
  4. Copy and paste this placeholder into your document where you want the in-text citation to appear.
  5. When you're ready to insert another in-text citation, make sure you hit the Clear button to clear the current citation information.

Step 2: Formatting your document

Once you've finished adding citations to your document using the cite function as described above, you will need to upload it to RefWorks to format your citations and create your bibliography in your desired output style. (Please note, if you created your document using Write-N-Cite III or Write-N-Cite 2.5 and are having trouble formatting your bibliography, you may also try the following steps to process your document using your RefWorks account online.)

  1. In order to use this function, your document must have citation placeholders (indicated by curly brackets):
  2. Navigate to Bibliography > Format Document.
  3. A lightbox will appear. Use the drop-down menu at the top to select your desired output style.
  4. Next, click Select a file, and locate the document on your computer you would like to format.
  5. RefWorks will automatically begin processing your document. Once it is ready, a small green window will appear in the bottom right corner of your screen, indicating that your document is complete:
  6. If your browser did not automatically prompt you to download your formatted bibliography, you will need to press click here. Alternatively, you can e-mail the document instead.