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RefWorks - New & Improved: RefWorks Transition

ProQuest is upgrading the RefWorks citation management tool. This guide provides useful information about transitioning to the new and improved RefWorks.

RefWorks Transition

RefWorks Logo New

A New Version of RefWorks is Available!
The upgraded RefWorks Citation management tool is now available.

Recommendation:
We recommend that new users of RefWorks choose the upgraded RefWorks option.  For users who are currently working on document where you are using RefWorks Write-N-Cite toolbar in Word, we recommend waiting to make this transition.  All other users can consider if they want to move to the new platform now or in the next few months.  Viewing the Benefits and FAQ information may help in this decision.  We expect that in summer 2018, all users will want to migrate to the new RefWorks.

Training & Support:
Librarians teach workshops on the new RefWorks interface to faculty and students who are new to this citation management tool; however, they will continue to answer questions related to legacy RefWorks.

RefWorks Documentation

RefWorks Help - documentation from ProQuest on migrating references to new RefWorks and using the new interface

RefWorks Support -  refworks.support@proquest.com

RefWorks Benefits

What are the benefits of the new version of RefWorks?

Users will appreciate the updated interface and enhanced features.  Upgraded RefWorks …

  1. allows you to more easily capture or upload documents and connect them to the citation information. Sometimes RefWorks will automatically grab PDFs and bring them into the interface.
  2. offers annotation tools so you can highlight and comment on the full-text of documents you have saved into RefWorks.
  3. includes an improved RefGrab-It bookmarklet called “Save to RefWorks” to embed into a browser such as Chrome or Safari.  You can use “Save to RefWorks” to more easily capture citation information from databases such as PubMed and from web pages.
  4. provides drag and drop functionality for organizing citations into folders.
  5. offers a useful Add-In for Google documents, allowing you to easily write and cite from citations you saved into RefWorks.
  6. presents a more intuitive interface for editing existing citations.
  7. allows you to set permissions to read, annotate or modify when sharing folders of citations with others.

Login Links

refworks logo

New RefWorks Login  - Select "Login via your institution's credential for single sign-on" OR login directly for a non single sign-on account. Identify New RefWorks with blue branding.

RefWorks logo - legacy

Legacy RefWorks - Log in through single sign-on or with other email/password accounts. Identify Legacy RefWorks with orange branding.

FAQs

1. I am new to RefWorks.  How can I get started with the new version of RefWorks?

Visit https://refworks.proquest.com/.  Select “Log in from my institution”. Type in Merced.  Select University of California, Merced. Since you are new to RefWorks, you will be asked to answer a couple questions before your account is created. 

2. I am an existing RefWorks user.  How can I get started with the new version of RefWorks?

Login to your existing RefWorks account.  Look for the “Export” option at the top of your screen.  This will send your citations to the new version of RefWorks. 

RefWorks Export Citations

3. If I go directly to the new RefWorks link, will it automatically access all the citations and documents I have in my current RefWorks account?

No.  However, you can easily export your existing RefWorks citations and documents into the new RefWorks.  See FAQ #2.  We anticipate that an automated process for transitioning from legacy RefWorks to new RefWorks will be available by summer 2018 if not at the end of 2017.

4. Can I continue to use both legacy and new RefWorks?

Technically, you can use both legacy and new RefWorks.  However, when you export citations from databases to RefWorks, you will be asked to select one of the versions -- orange logo or blue logo.  Each version will not automatically update the other version. 

5. Do I have to switch to the new RefWorks?

No, not yet.  Users of legacy RefWorks can continue to use this version.  We anticipate moving everyone to the new RefWorks version during summer 2018.

6. Are there any reasons why I shouldn’t try the new RefWorks?

If you are currently in the middle of writing a document that is using Write-N-Cite, we recommend that you do not move to the upgraded RefWorks version.   The citations you have inserted into your document are connected to your existing RefWorks account.  If you move to the new RefWorks and try to add more citations to your existing document, you will not be able to do so.   It will only allow you to work in your Word document in Review mode.

We also recommend waiting if you rely on the Write-N-Cite toolbar AND have Word 2007 or Word 2010, 64-bit version.

7. With these RefWorks changes, is there a new Write-N-Cite tool for Word?

  • Yes, a new Write-N-Cite tool called RefWorks Citation Manager (RCM) is available for those with Word 2016 on Windows, MAC or iPad machines/devices.  There is a new add-on available through the Microsoft Store. To access RCM, open Word on your device.  Select Insert > Store (Office Add-Ins) > type in RefWorks.  Select RefWorks Citation Manager.  (RCM will work with legacy OR new RefWorks accounts.)

For new RefWorks users with Word 2016, we recommend using the new RefWorks Citation Manager.

8.  Will I be able to use the existing Write-N-Cite tool currently have available in Word if I choose to use the new RefWorks?

  • Though there are exceptions (see FAQ #6), your legacy Write-N-Cite toolbar will continue to work.  If you need to upgrade to the latest version of the Write-N-Cite toolbar, the download can be found in the new RefWorks platform under Tools.  Note: ProQuest continues to update Write-N-Cite for legacy users as well.  If you are a legacy user, visit legacy RefWorks for the latest version and select Tools.
  • Logging into RefWorks from your machine and selecting Tools, will provide you with information on the Write-N-Cite downloads available.
  • To clarify any compatibility issues or with assistance uninstalling/installing, please be in touch with refworks.support@proquest.com / 775-327-4105. 
  • Windows users of Word 2016 can use the new RefWorks Citation Manager OR Write N Cite.  See #7.

See full compatibility information between Microsoft Word and either Write-N-Cite or RefWorks Citation Manager (RCM). 

9. Can I still get to my citations in RefWorks in a Google document if I'm accessing RefWorks via single sign-on?

You will not be able to connect via the RefWorks Add-on in Google Docs with your single sign-on password.  However, you can easily set up an alternate password in RefWorks to use with the Add-on in Google Docs.  To set the alternate password, login to the new RefWorks.  In the upper right under your name, select Settings.  Under Alternate Password, choose “Change password”.  This will ask you to enter an alternate password for your RefWorks account.

10.  In what browsers can I download the "Save to RefWorks" bookmarklet?

"Save to RefWorks" will work in Chrome, Firefox, and Safari browsers. 

11. How does sharing work in RefWorks?

You can create folders with citations/articles in RefWorks and add the emails of those with whom you want to share the folder. Those individuals must be able to create a RefWorks account (or have one already).  You can give an individual one of three permission levels (Read, Annotate, or Modify).  

Read allows other to see your citations and read any attached documents.  Annotate allows others annotate the documents included in the folder. All annotations show on the article from the owner's RefWorks folder.  Modify allows others to change citation information, add citations, add articles etc.

You cannot share your folders with non-RefWorks users.  This is on the road map for the RefWorks vendor (ProQuest) as a future enhancement.

12.  Does the Quick Cite feature in New RefWorks work for numbered styles?

No, Quick Cite does not currently work for numbered styles.  However, ProQuest plans to support this sometime in 2018.