• See table comparing EndNote with RefWorks.

• The UCSF Library has a site license for RefWorks so it's free while you're at UCSF. See the following question, "How do I create a RefWorks account?"

• Go to the RefWorks Login page.
  
• 
• Choose Sign up for an Individual Account.
  
•  Complete the New User Information box.
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• Select a login and password. 
• Remember to write down your password and login information.
  
• Click Register.
  
• You will receive an email confirmation including your login. This email will not display your password.

• View and/or print this RefWorks Quick Start Guide.

• When you leave UCSF you will no longer be able to access RefWorks. If you are going to another academic institution with access to RefWorks, you can export your entire UCSF account and transfer it to your new RefWorks account at that institution. If not, you may either purchase an individual subscription to RefWorks or transfer your citations to another citation management software package.

• The Library offers a free Getting Started with RefWorks sixty-minute class.

• There are two ways to connect to your RefWorks account from off campus: Option 1: first use the Web (or SSL) VPN system to login to the UCSF network, then login to RefWorks as usual through your browser. Option 2: connect to the RefWorks login site. Type the UCSF Group Code (RWUCSF) in the box at the bottom.Then click the “Go to Login” button. You should then land on the regular RefWorks login page. Just login into your RefWorks account using the RefWorks ID and password that you set up for yourself.

There are two ways to move references from PubMed to RefWorks: (1) connecting directly to PubMed from within RefWorks, and; (2) downloading records from PubMed then importing them into RefWorks.

1. Connecting directly to PubMed from within RefWorks.

• Click on "Search" from the top RefWorks menu bar, then "Online Catalog or Database:"
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• In the Search Online Catalog or Database view PubMed is listed first.
• You can put journal names, author surnames, and article title words in the Quick Search box. 
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• Or, you can use the "Advanced" search form to limit by date, etc.
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• Use the same search syntax [AND, OR, NOT, asterisk for truncation, etc.] as you would to search the native PubMed database. Run the search then from the "Import to Folder" menu select the folder to which you wish to add references.
  

• Perform your search in PubMed/PubMed@UCSF. Select references by checking the Box to the left of each reference number.
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• In the Display pull-down menu, select MEDLINE. PubMed should now be showing your articles in a "tagged" format.
• From the Send To pull-down menu, select File.
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• You will now be prompted to save the file to your computer. Be sure to save it as a text file with the file extension .txt. Try to put it somewhere where you'll easily be able to find it, such as in My Documents or on the Desktop.
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• Open your RefWorks database. Click on the References menu and select Import.  From the Import Filter/Data Source list, select PubMed (NLM).
• Click Browse to find the text file you saved to your computer, then click on Import. Your citations will appear in the Last Imported Folder.
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• Click Browse to find the text file you saved to your computer, then click on Import. Your citations will appear in the Last Imported Folder.
• Move the citations into the folder of your choice.

• RefWorks citations can be easily inserted into the body of your Microsoft Word document using the small utility program Write-N-Cite. To download Write-N-Cite go to the Write-N-Cite download page via the link in the RefWorks Tools menu and follow the installation instructions.
• Open your document in Microsoft Word. Click on the Write-N-Cite icon within Word to open the RefWorks login page.
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• In Word, use the cursor to mark the place where a reference is to be inserted.
  
• Switch to the Write-N-Cite window:
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• Click the Cite link next to the reference you want to cite:
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•  A set of opening and closing curly brackets, as well as the Ref ID, Author Last Name and Year, are inserted automatically in the Word document. Do not alter the brackets or the text between the brackets:
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• Choose an output style then Create Bibliography:
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•  A new window will open with the formatted Word document containing the bibliography:
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• Your original document is left unformatted. Save the formatted document.

• Write-N-Cite can just as easily be used on the Mac but the installation is a little different. First, Write-N-Cite on the Mac runs as a separate application, not as a Word plug-in as it does in Word 2003 on Windows XP.
•  Download it to the desktop, and access it there, or, after downloading, drag the icon to the Mac OS X Dock:
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• Launch Write-N-Cite by clicking on the icon. Note also that Write-N-Cite for Macintosh is only compatible with the following applications: OS 10.X version 3 or higher and Word for Mac 98 or higher.

• Click the UC-eLinks button beside each reference to locate full text, if available.

• The latest upgrades are loaded on the RefWorks server. All users automatically have access to the most recent version.

Attaching PDFDs and other files to a reference

• You can attach files when adding a new reference manually or editing an existing reference. Attachments can be any type of computer file that you want to associate with the bibliographic information you store in your RefWorks database.
  
•  To attach files:
  

1. Locate the reference you wish to edit.
   
2. Click on the Edit link to open the reference in the Edit mode
   
3. Click the Browse button to locate the attachment you wish to add.
   
4. Click Add Attachment to upload your file.
5.  A paper clip icon is displayed indicating a file attachment.
   

• Attachment file names are searchable from the Search RefWorks box or by searching the Attachment field in Advanced Search.
• Adding attachments to a reference is different from the existing links or URLS because the actual file(s) you attach are stored on RefWorks servers. Attachments can also be shared using one of the RefWorks’ sharing options (RefShare (if allowed by your Administrator), Read-Only Password, Backup/Restore).
• The maximum size of any individual attachment is 20 MB. You will receive a message alerting you if you exceed either the file size limit or the limit set for your individual account.