Citation Management

• Citations: can be added directly from library search, library databases, and Google Scholar. Citations can also be added from any webpage with the free Send to Refworks button and organized in your RefWorks library
• PDFs: can be saved and annotated in RefWorks 
• Sharing: papers and folders can be shared with external users
• Writing: RefWorks integrates with Microsoft Word and Google Docs to cite as you write

1. Open Word and click Insert -> Add-ins -> Store. 

2. In the box that appears, search for RefWorks.

3. Click on RefWorks Citation Manager, then Trust It in the box that pops up.

4. The RefWorks Citation Manager will launch within Word, and a panel will slide out from the right side of your document. Log in using your RefWorks login info.

RefWorks has a built-in reader so there is no need for a .pdf reader or app to read your documents.  

Simply select the reference with the document and click the "Read" button in the viewing pane.  The full document or article will open for you to read and annotate. 

If you do not see a "Read" icon when opening a saved reference in RefWorks, you may need upload the PDF first 

You can annotate any of your own documents saved in RefWorks. You may be able to annotate documents shared with you if you have been given permission to annotate and/or modify the document. 

To annotate a document:

1. Select the reference with the document and click the "Read" button in the viewing pane. The document will display in the reader.  

2. Click the Document Notes icon to make notes OR

3. From the reader menu highlight text and enter your notes. 

To add a PDF directly to a reference already in your RefWorks database: 

1. Click on the title of the reference that you want to add the PDF to;

2. The reference full view will open on the right side;

3. Click on edit and scroll down;

4. Click on 'add an attachment' OR just drag and drop the file 

5.  This will open your files stored on your computer.  Click on the PDF that you want to import;

6.  RefWorks will attach the PDF to the specified reference.

Adding PDF's to your RefWorks database (if you don't have the corresponding reference previously saved RefWorks)

While this is a very handy function, you do need to check the citation.  Imported PDFs may have incomplete information, such as missing authors, page numbers, etc. 

There are two ways to import a PDF:   from a file in your computer, or a recently downloaded file that shows up as an icon at the bottom of your screen. 

Importing a PDF from a file (i.e. your "Downloads" folder):

• Open the RefWorks folder where you want to store the PDF        
• Click Add (top left area), then Upload Document  
• This will open your files in your computer.  Click on the PDF that you want to import. 
• RefWorks will import the PDF and will automatically read the attached metadata so it can fill in the necessary fields to make a complete citation.  IMPORTANT:  This is not reliably perfect;  make sure you proofread the resulting citation.
• This citation was imported into your folder (if you had it open) and it is also in your Last Imported folder.  If you weren’t in the right folder when you did this process, just move it from Last Imported to the correct folder.

Importing a PDF from a file icon:

• If you recently downloaded the PDF it may show up in a grey bar along the bottom of the screen.  If that is the case:
• Open the RefWorks folder where you want to store the PDF
• Click on the name of the PDF you wish to move (in the grey box is in the lower left corner).  Drag and drop the selected PDF onto the RefWorks window.  A big blue circle will appear that reads"Drop Files Here."  Drop them inside this circle (or close to it)  
• RefWorks will import the PDF and will automatically read the attached metadata so it can fill in the necessary fields to make a complete citation.  IMPORTANT:  This is not reliably perfect;  make sure you proofread the resulting citation.
• This citation was imported into your folder (if you had it open) and it is also in your Last Imported folder.  If you weren’t in the right folder when you did this process, just move it from Last Imported to the correct folder.