New RefWorks is a web-based citation manager that is free for Yale affiliates. Its best feature is Google Docs integration. Its key limitation is that you have to be online to use it. Access it at https://refworks.proquest.com/.
Have you been using Legacy RefWorks? Check out the information here as you prepare to upgrade: https://knowledge.exlibrisgroup.com/RefWorks/Product_Materials/Upgrade_Toolkit/Upgrading_to_the_(New)_RefWorks_(User).
Documents created in Legacy RefWorks with Write-N-Cite are not compatible with New RefWorks. You can upgrade documents created in Legacy RefWorks to be compatible with New RefWorks. Always save a copy first!
Talk to your librarian if you have questions.
Install the Save to RefWorks browser plugin first.
After the browser plugin is installed, make sure you're logged in. Go to a webpage that contains a citation or information about a citation. On your browser's favorites toolbar, select save to RefWorks. You can select the citation(s) you want, edit them if necessary, and add them to your RefWorks collection.
From your favorite database or from another citation manager, export records in RIS format. This is great for batches of records.
In the left sidebar, select search databases. Run a search. Select the results you want to add, and select import. This feature is good for adding known references to your RefWorks collection; for broad searches about a topic, you may want to use the search and filter features of your favorite database. Some external databases, like JSTOR, even have a built-in export-to-RefWorks feature.
This is a last resort! It's better to import references than to create them. But if you have to, select Add > Create new reference. Start entering information about the citation. New RefWorks will try to identify the document you are describing. When all the information is there, click save.
Open a Google Doc. Select Add-ons > Get Add-ons. Search for refworks. Select Free and Allow to add RefWorks for Google Docs.
Open a Google Doc. Select Add-ons > ProQuest RefWorks > Manage citations. Enter your RefWorks credentials.The sidebar will appear.
Put the cursor where you want the citation to go. Open the RefWorks sidebar. Select a reference and select cite this. This will insert an in-text citation at the cursor's location and insert a bibliography at the end of the document.
In Microsoft Word, select Insert > Store and search for refworks. Select Add in the row for RefWorks Citation Manager. It will open in the right sidebar. If you close the sidebar, you can get it back by selecting Insert > My Add-ins > RefWorks Citation Manager.
Put the cursor where you want the citation to go. Open the RefWorks Citation Manager and log in with your RefWorks credentials. Select the reference and select Quick Cite. This will insert an in-text citation at the cursor's location and insert a bibliography at the end of the document.