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Citation Management : RefWorks

A guide for all things citation management.

Download RefWorks

Where is RefWorks?

  • Right here!
  • Google: RefWorks (use Yale VPN if off campus)

Create an account

  • Click on 'sign up for a new account'
  • Remember your password!


Yale Tutorials
Vendor Tutorials

Yale FAQs

Can't find your favorite output style?

Upcoming RefWorks Classes


Tips for Getting Started with RefWorks

Adding References

 Enter manually:

  • From the References drop-down, click on 'add new'.
  • From the reference type drop-down, select material type.
  • Enter information.
  • Click 'Save'

Connect to Yale's Online Catalog (i.e., get a book)

  • From the Search drop-down, click on 'online catalog or database'.'
  • Select 'Yale ORBIS' in the Search box.
  • Enter search terms in either 'quick search' or 'advanced search'.
  • Click 'search' at the bottom of the screen.

Direct Export from your favorite database (in general):

  • Conduct a search and select references to export.  Choose the RefWorks option.
  • RefWorks will open and import the reference.

Import a saved text file:

  • Conduct search; select references to save; use the 'save' to save as a text file (choose RIS file option).
  • Name file and remember where you saved it!
  • Go to RefWorks.
  • From the References drop-down, click on 'import'
  • Click on the Import Filter/Data Source drop-down; select source (what database you got the references from)
  • Browse to the file
  • Click on the Import into Folder to select the folder where you want the references
  • Click Import

Attend a class, watch a tutorial for more information about building your RefWorks database!

Writing a Paper

  • First, download Write-n-Cite Plug-In; from the Tools drop-down, click on Write-n-Cite; follow instructions
  • With Word open, 'log in' to the RefWorks toolbar using the code you will find in your RefWorks account, 'tools' ''write-n-cite'
  • With your document open, place cursor where the citation should appear
  • From the RefWorks Toolbar, click 'insert citation' then 'insert new'
  • Enter a term in the Search field to find the reference(s) or browse a folder
  • Highlight the citation(s) you want added and click 'ok'
  • To add bilbiography, click on 'blibliography options' from the toolbar and choose 'insert bibliography'

 Attend a class, watch a tutorial for more information about using RefWorks to write your paper!

Create a Bibliography

So easy!

  • First, from the Bibliography drop-down, click on 'create''
  • References: select the appropriate output style
  • Choose the file type for your bibliography
  • choose the references you want included in the blibliography in 'references to include' drop-down
  • Then click on 'create bibliography'

Attend a class, watch a tutorial for more information about using RefWorks to create a bibliography!