RefWorks

First time users must register to use RefWorks.

There are currently two versions of the software which we refer to as ‘Legacy’ and ‘New’. Technical support and maintenance for the ‘Legacy’ version is gradually being reduced. Existing users can still elect to use the ‘Legacy’ version if they wish but we recommend that all first time users register to use the ‘New’ version instead. All training workshops currently offered refer to the ‘New’ version.

To register for the ‘New’ version, go to: https://refworks.proquest.com/

• Click on ‘Create account’
• Enter your Brunel email address and click on ‘Check’
• You should then be prompted to create a password
• An email will then be sent to your account imminently; open the email and click on the activation link
• Your account will then be ready to use
• In future, you will be required to sign in with your Brunel email address plus the password you created when registering

Legacy users of the older RefWorks platform can create an account on the new RefWorks platform and transfer references across. From the new RefWorks account, select the Add option>'Import references'>'Import from another reference manager: Legacy Refworks'. Please note, you will not be able to insert citations and create references on a document using both versions of the platform concurrently. Instead for any citations using your new account we recommend beginning with a new document. 

Once you have registered, you can access RefWorks on and off campus. It is advisable to login to e-Library from the Library homepage before you begin any RefWorks session so you can readily access Brunel’s online databases and subscriptions.

When you leave Brunel University, the RefWorks Alumni Programme allows you to continue using RefWorks free of charge whether you have an account or not, as long as the University has a current subscription.

For ‘New’ accounts:

If you already have a Refworks account, you should be able to continue to use your Brunel email address and the password you have created to access your account. You are advised to change your ‘Role’ to ‘Alumnus/Alumna’ under ‘Settings’ (this option can be found by clicking on your name at the top right of the screen).

If you have any difficulty accessing your account or wish to create an account please email the Digital Services team as outlined below for ‘Legacy’ accounts.

For ‘Legacy’ accounts:

If you already have a Refworks account: under ‘Update Profile’, change your ‘Type of User’ to ‘Alumni’, and save your profile. You are also advised to update your email address before you leave.

• Email Digital Services team to request the group code for Brunel University
       (it will be supplied within one working day)
• Go to http://www.refworks.com/rwsingle
• Enter the group code
• Click Go to Login and enter your RefWorks login name and password
• Click Login

If you've forgotten your RefWorks login name and password, you can use the login link (top right) and select ‘Forgot Your Login Information?’ to reset it, or you may contact the Digital Services team, who should be able to help you. Outside core hours, contact RefWorks Support.

If you do not have a RefWorks account already, you should also contact the Digital Services team and provide your name, student number, the year you graduated. A member of the team will verify your alumni status and reply to you with the group code and (if necessary) how to set up an account.

For more information, please see: RefWorks alumni program FAQ.

The Library runs regular training sessions on RefWorks and related topics as part of the LibSmart and Graduate School training programmes. Academic Liaison Librarians may also deliver training within departments by arrangement. If you are a member of academic staff who would like to arrange customised training for your students, please get in touch with your Academic Liaison Librarian.

For bookable events, full details of dates, times and locations are available in the Graduate School’s Skills Training and Development programme and for undergraduates in the LibSmart events calendar. When you find a session you would like to attend, book a place online. 

Login to RefWorks (New)
Login to RefWorks (Legacy)

Brunel Graduate School training
Brunel LibSmart training
Brunel 'Legacy' RefWorks LibGuide
Brunel Referencing overview

Getting started (ProQuest ‘Legacy’ LibGuide)
New RefWorks (ProQuest LibGuide)
Write-N-Cite 4 FAQ (ProQuest LibGuide)

You can organise your RefWorks references by putting them in folders and subfolders. To create a folder:

1. Link to the <New Folder> button, near the top left corner of the screen
2. Enter a name for the new folder
3. Link to the <Create> button

You will then see a list of your folders on the right-hand side of the screen under the green "Folders" banner. If you right-click on one of your folders, several options are presented. These include:

• Creating a subfolder
• Renaming the folder
• Clearing the references out of the folder
• Deleting the folder

If you clear the references out of a folder, they are transferred into a "Not in Folder" folder.

Sometimes when you collect references, you don't have an option to put them directly into a particular folder and by default they go into the "Last Imported" folder. When this happens, you will want to move them into the relevant folder as soon as possible. The new version of RefWorks (RefWorks 2.0) makes this easy.

1. Start with the "References" tab displayed
2. Check that the "Last Imported" folder is displayed
3. Mark the references you wish to move
4. Note that the "Selected" radio button is highlighted
5. Link to the relevant folder in the folders drop-down menu

If you want to temporarily work on a group of references from different folders, you might find it convenient to move them into the "My List" folder, which appears at the top of the folders drop down menu.

Sometimes when you collect references, you don't have an option to put them directly into a particular folder and by default they go into the "Last Imported" folder. When this happens, you will want to move them into the relevant folder as soon as possible. The new version of RefWorks (RefWorks 2.0) makes this easy.

1. Start with the "References" tab displayed
2. Check that the "Last Imported" folder is displayed
3. Mark the references you wish to move
4. Note that the "Selected" radio button is highlighted
5. Link to the relevant folder in the folders drop-down menu

If you want to temporarily work on a group of references from different folders, you might find it convenient to move them into the "My List" folder, which appears at the top of the folders drop down menu.

The search features within RefWorks become very useful, if you collect hundreds of references. You can do simple and advanced searches and there are also three browse options (author, descriptor and journal). There is a simple search box in the top right-hand corner of the screen. The advanced search and the browse options are available from the "Search" drop-down menu.

You might want to add your own index word(s) to a record to help you find it more easily, or you could want to add a personal note. To edit a record:

1. Display the record
2. Link to the <Pencil icon> at the far end of the reference bar
3. Edit the record as required, e.g. add your own index words in the descriptors field
4. Link to the <Save Reference> button

You might want to share your references with colleagues in a research group. There are two options for doing this.

One option is to create a new RefWorks account and then give the login name and password to research group members. This way all members of the research group can view the references, add new references and edit references. If you are doing this, it's recommended that you create a separate RefWorks account, rather than share the details of your personal account. All research group members should be based at Brunel.

A second option is to use RefShare to share selected folders. This way other research group members can view the references in the folders you have opened up, but they cannot edit them or add new references. Using this option, the other research group members don't need to be based at Brunel.

1. By default, the "References" tab is displayed
2. Link to the adjacent "Organize & Share Folders" tab
3. Link to the <folder with green arrow icon> corresponding to the folder you wish to share
4. Link to the <Share> button
5. Link to the <Save> button
6. Right click on the <folder with RefShare icon>
7. Link to <Email this share>
8. Enter e-mail addresses of recipient(s)
9. Link to the <Send Email> button

RefWorks Citation Manager (RCM) should appear automatically as a tab in the toolbar ribbon of Word on Brunel networked PCs. If you intend to switch between using RCM on your own PC or laptop and a Brunel networked PC, we advise you to download the Admin Managed version of RCM to avoid compatibility issues.

RefWorks Citation Manager (RCM) works differently from the previous plug-in Write-N-Cite IV (although the principles are exactly the same) and sits within the Microsoft Word ribbons rather than being a separate piece of software. You should not encounter any problems with Windows versions of Word, but issues have been reported when using the .docx format of Word on Macs, in which case you may save your document in .doc format.

To download RefWorks Citation Manager onto your PC, laptop or Mac:

1. Open Microsoft Word. From the menu ribbon select the 'Insert' tab. Select 'Get Add-Ins'
2. In the search box, type RCM or the words Refworks Citation Manager in full and press 'Enter'.
3. When the add-in appears select 'Add' and follow on screen instruction to install RCM. After installation RCM will appear as a new tab in the main toolbar ribbon. 

For older versions of Word or you may have to install the earlier plug in, Write-N-Cite. Follow these steps:

1. Login to RefWorks.
2. Click 'Tools>Tools' in the menu bar. A new window will open. 
3. From the options scroll to: 'Use RefWorks add-ons for your papers'
   Follow the instructions for your document type. 
4. Click 'Install Write-n-Cite' when prompted.
5. Follow the Wizard instructions to install Write-n-Cite.

First log in to the RefWorks Citation Manager (RCM) by selecting the RCM tab on the menu ribbon. Select the RefWorks Citation Manager icon that appears and this will open a side bar. You may need to sign in using your university email and password.

Before you insert a citation in your document, make sure the reference style selected corresponds with the style you have chosen to display in your RefWorks account. You can do this by select the menu burger icon in the sidebar and checking the 'Citation style'. Next: 

• Position the cursor on the page where you want to insert the citation to appear
• Open the folder containing the references you would like to use by opening the 'All references' dropdown in RCM and selecting the folder.
• As you hover the mouse over a reference, you will have the option to either quickly insert (Cite this) or to edit the citation (Edit this) before use
• You will be able to preview the citation in the appropriate referencing style. You can either choose to edit the citation, or select 'Insert citation' if no change is needed. 
• You can make edits to the citation such as including a page number by selecting the option to add a suffix. Or you can suppress the author or date of the citation by unticking the 'Include author' or 'Include date' boxes. 

When you have finished adding your citations you are ready to create a list of references. 

• Move your cursor to the point in the page, or on the new page, where you would like your references to begin. 
• In the RCM select the menu burger. 
• Turn on the option: Bibliography: On
• This will create a formatted list of references in your chosen referencing style. 

For users of Write-n-Cite. You can create a reference list for your document, choosing from many different referencing styles, including Harvard, APA, IEEE, MLA and OSCOLA.

1. Insert citations into your document (as above)
2. From the Write-N-Cite menu bar, click <Bibliography>
3. Select your required referencing style, using the Output Style drop-down menu
4. Click <Create Bibliography>
5. Your document will be updated, with both citations and bibliography in the requested referencing style

The Citation Style Manager enables you to select or deselect the referencing styles that you want to use within RefWorks and the RCM. You should find that Harvard, APA, MLA and OSCOLA are already included amongst your favourites, but perhaps there will be another style that you want to add. The “Citation Style Manager” can be accessed within RefWorks using the 'Create bibliography' drop-down menu.

1. Start with RefWorks already open
2. Click on the 'Create bibliography' in the menu ribbon. Select 'Citation Style Editor'
3. From the search box that appears look for keywords related to your referencing style.
4. Select the appropriate style from the list and click 'Save a copy'. This style will be added to your available styles. 

If using Harvard, unless you are advised otherwise by your tutor or handbook, use the Cite Them Right - Harvard style, which inserts brackets around dates in references and provides in text citations with the following features:

• Comma between the author(s) and year, eg (Rose, 2007)
• And not a comma as the separator between two authors, eg (Dawes and Rowley, 1998)
• Semi-colon not a comma as the separator between multiple adjacent citations, eg (Dawes and Rowley, 1998; Rose, 2007)

If Cite Them Right -Harvard is not already amongst your referencing style favourites, you will need to add it using the Citation Style Manager.

Several of the referencing styles in RefWorks support footnotes including:

• Chicago 16th Edition (Notes and Bibliography)
• MHRA-Modern Humanities Research Association (Notes and Bibliography)
• MLA 7th Edition
• OSCOLA 4th Edition
• Turabian 7th Edition (Notes)

For a footnote style, in Word position the cursor where you want to place the citation.

• Click on 'References' from the Word menu and select 'Insert Footnote'
• Select the reference you want to use in RCM and click on 'Edit this'
• Select the footnote radial button and then 'Insert citation' 

Or in Write-N-Cite and Word

1. Position the cursor in your Word document, where you want to insert a citation
2. Create a footnote by selecting the <References> tab and then click <Insert Footnote>
3. Change to <Write-N-Cite> on the task bar
4. Use the View drop-down menu to open a folder
5. Click <Cite> next to the reference to be cited
6. When you create the bibliography, RefWorks will insert the reference into the footnote in the correct format

If appropriate for the referencing style, RefWorks will also create a bibliography at the end of the document, in addition to the footnotes.

It's possible to create a bibliography from a list of references, in a specific folder or all your references. For example, an academic might find this feature useful for a reading list.

1. Start with RefWorks already open
2. Click <Create Bibliography>
3. Select the Output Style using the drop-down menu, eg Harvard (Brunel University)
4. Select <Word for Windows> from the File Type drop-down menu
5. Select all references or references from a particular folder
6. Click <Create Bibliography>
7. Save the file in Word.