Create an Account
- Login to RefWorks using the link in upper right corner of this page.
- Click Sign Up for an Individual Account.
- Enter the required information on the left hand side of the menu, including a Login Name and Password.
Many databases feature direct import to RefWorks. Others require saving to a text file before importing. Click the Import Citations tab for complete instructions.
Manually creating a new reference
Internet Explorer v. 9 Users on Windows: Switch to "compatibility mode" to be able to edit text fields that include bold, underline, italics. Click the IE9 Tools menu, and then select the Compatibility View option.
- Select Add New from the References menu.
(Optional) Select desired citation style from View fields used by: drop down menu.
Fields required for that citation style will display in the Add New Reference window
- Select desired folder from the Add to Folders drop-down menu
- Select appropriate reference type from the Ref Type drop-down menu.
- Enter the information from your reference in the appropriate fields.
- Click Save Reference.
Organize with Folders
Creating folders in RefWorks
- Select Create New Folder in the Folders tab.
- Click Create New.
- Name your folder(s) and click Create.
Once you have created a folder, a New Folder button will appear for creating additional folders.
Putting references in folders
When records are imported into RefWorks they are placed in the Last Imported folder by default.
- Click Folders tab.
- Click the desired folder.
- Choose Selected, Page, or All by clicking in the appropriate radio button at the top of the screen. Select records by clicking in the box to the left of desired records.
- Click the desired folder from the Folders list.
If desired you may change the display screen by doing one of the following:
- Click on One line/Cite View or Standard View to toggle between these formats.
- Select Folders from the View drop down menu at the top of the screen.
- Select All References or a specific folder from the Folders drop down menu.
You can edit any field in an individual reference by clicking the Edit link at the top corner of the reference. You can also edit records globally.
Performing a global edit
- Click on Global Edit at the top of the screen.
- Click in the radio button next to your desired choice at References to Edit:
- Select the field to edit from the Field to Edit: drop-down menu.
- Type a word or phrase in the Change Field to: box.
If entering multiple author names or descriptors separate with a semi-colon, e.g. Brown, Susan ; Jones, John.
- Click in the desired radio button at If Field Already Contains Data.
- Click on OK
Browse references by Author, Descriptor, or Periodical using the Lookup function
- Select your desired Lookup choice from the Search drop down menu.
- Scroll through the list and click on the desired author, descriptor, or periodical.
- The reference(s) associated with that author, descriptor, or periodical will be displayed.
Search for terms directly using Search RefWorks or Advanced Search
The Search box searches all fields and all search terms are connected by the Boolean connector OR. Enter term(s) or phrase in the Search your database box and click on Go.
In Advanced Search you may choose a particular field to search, such as: Author, Title, Periodical, Descriptor, Abstract, etc. Select Advanced Search from the Search drop down menu.
- Type a word or phrase in the search box and select the desired field from the drop-down menu.
- Type a second term or phrase in the second search box if needed and select the desired field from the drop-down menu.
- Connect multiple search boxes with And, Or, or Not from the drop-down menu.
- Select All References or From Selected Folders (then select the folder).
- Click Search.
Create a Bibliography
Creating a Bibliography from Records in RefWork
- Click Bibliography at the top of the screen.
- Select desired style from the Output Format drop-down menu.
You can also customize or create a new output style. See Create a Bibliography tab.
- Click Format aBibliography from a List of References.
- Select desired format from the File Type drop-down menu.
- Select option in References to Include.
- Click Create Bibliography.
Note: If you choose HTML format the bibliography will display in a new browser window. You may then use your browsers File->Print or File->Save As functions.
If you selected any other format you will be prompted to save the bibliography with a file name.
Click the Write and Cite tab and Cite references in a paper in table of contents for complete instructions on creating a bibliography from sources cited in a paper.
Back Up/Restore your Citations
Note: Although RefWorks backs up all databases on a regular basis, we recommend users do this as well. Backing Up your RefWorks records will include RefID numbers and folders, custom output styles, and custom settings.
- Select Backup/Restore from the Tools menu.
- By default Include References, Include RSS Feeds, and Include Styles are selected. Deselect if desired.
- Click Perform Backup.
- Save the file.
The file will be saved as a .zip or .rwb file. Do not change the file extension.
- To open this file you must use the Restore command.
Restoring your backed up citations
Important! Restoring will overwrite all of the references in your database. When restoring do so in either an empty database or to an account that does not have any data you want to save. Restoring output style will overwrite styels with the exact same name and will add styles are are unique.
- Select Backup/Restore from the Tools menu.
- Click Browse to open the desired backup file.
- Select desired Restore options. By default Include References, Include RSS Feeds, and Include Styles are selected. Deselect if desired.
- Select Restore.
- Click Perform Restore.
Retain Access to your Citations
UW-Madison provides access to RefWorks for all campus users. If you are leaving this campus there are several ways you can retain access to your citations.
Alumni have access to RefWorks as long as their institution subscribes to RefWorks. See Alumni Program for details.
If you will be switching to another citation manager such as EndNote, Mendeley, or Zotero, etc. or if you will continue to use RefWorks at another institution, see Transfer Citations for instructions on transferring citations from RefWorks.
Alumni have access to RefWorks as long as their institution subscribes to RefWorks.
- If you no longer have a UW-Madison NetID and PASSWORD, contact email@example.com to obtain the UW-Madison RefWorks GROUP CODE. You are required to provide a uwalumni.com e-mail address to verify alumni status. Sign up for a free uwalumni.com e-mail address.
- Enter the GROUP CODE at the RefWorks Group Code Remote Access login site.
- Click GO TO LOGIN.
- Log into your RefWorks account with your LOG-IN NAME and PASSWORD.
Updating Your User Status
To help us track the number of alumni participating in this program, please change your RefWorks user status to "ALUMNI".
- Log into your RefWorks account.
- Click UPDATE USER INFORMATION in the TOOLS menu.
- Select ALUMNI in the TYPE OF USER drop-down menu.
- Click UPDATE.
Accessing Other Library Resources
Due to licensing agreements with our resource providers, only currently enrolled students and faculty & staff are permitted remote access to many library electronic resources, including electronic journals, article databases, and the FindIt links in your Refworks account. Refer to Visitor Information for details regarding on-site and off-campus access to library resources. WAA members have access to two online databases through the WAA Library Service. See also Fee-based Services.
RefMobile is a version of RefWorks for mobile and smart phones, as well as PDAs, that allows you to access and view your references, manage folders and even add information to the Notes field of your references. With RefMobile, you can:
- Search your account
- View all references andfile attachments (if the attachment type is supported by your mobile device)
- View references by folder
- Add/Remove references
- Create new folders
- Add references using the SmartAdd option
- Add comments to the Notes field
RefMobile is accessible using the institution's Group Code and login information. For the UW-Madison Group Code information, please visit our RefMobile page (UW-Madison authentication required). You may also contact askrefworks or one of our RefWorks consultants.
For more information about RefMobile, see RefWorks' Working with RefMobile.
UW-Madison Libraries proxies RefWorks so that you should not have to use the UW-Madison Libraries' Group Code to access your account or use Write-N-Cite from off campus. The two main reasons you could be asked for the Group Code are not logging in from our library web pages and not configuring Write-N-Cite for off-campus use.
- The login page should always say "RefWorks User Login for University of Wisconsin, Madison". Always log into RefWorks from a library page such as http://www.library.wisc.edu/citation-managers or http://www.library.wisc.edu/citation-managers/refworks/.
- In order to use Write-N-Cite from off-campus, you must configure the utility. See our configuration instructions.
- Google Scholar users need to access Google Scholar through our proxied link: http://digital.library.wisc.edu/1711.web/googlescholar.
- UW-Madison RefMobile users should see RefMobile above for UW-Madison Group Code information.
If you are still unable to log into RefWorks or use Write-N-Cite after confirming the above actions, contact our AskRefWorks. Please provide us with your operating system, browser, and IP address (use http://ipchicken.com).