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RefWorks Guide
 
HELP & HOW-TO
 
RefWorks Guide
 
The Basics
 
RefWorks at UCSF
 
Remote access
 
Moving references from PubMed to RefWorks
 
Creating a bibliography in MS Word
 
Linking RefWorks records to the full text of a journal article
 
RSS
 
RefWorks & APA 5th
 
Quick RefWorks Tutorials
View these quick RefWorks online tutorials
 
 
More Help
- For more information, see the official RefWorks FAQ.
- Contact a librarian to ask a question about RefWorks
 
The Basics
 
 
See the table Which program is for me? for a basic comparison.
View and/or print the PDF file RefWorks & EndNote Comparison for a more detailed comparison.
 
The latest upgrades are loaded on the RefWorks server. All users automatically have access to the most recent version.
 
View and/or print this RefWorks Quick Start Guide.
 
RefWorks at UCSF
The UCSF Library has a site license for RefWorks. Each user must create an individual account. See the following question, "How do I create a RefWorks account?"
 
  • -  Go to the UCSF RefWorks Login page.
  • -  From the login window, choose Sign up for an Individual Account.
  • -  Complete the New User Information box. You will select your login and password. Remember to write down your password and login information.
  • -  Click Register.
  • -  You will receive an email confirmation including your login. The email will not display your password.
 
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 one-hour class.
 
Remote access
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 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.
 
Moving references from PubMed to RefWorks
There are two ways to move references from PubMed to RefWorks. For simple searches of PubMed, where you only expect to find a few citations, use the PubMed search engine built in to RefWorks. Use the same search syntax [AND, OR, NOT, asterisk for truncation, etc.] as you would to search the native PubMed database. The records will immediately show up in a RefWorks folder. This is the easiest way to get many records into RefWorks from PubMed, but for involved searches it is recommended that you first carry out your search in PubMed, then download citations for RefWorks.
(1) From within RefWorks:
-Click "Search" from the top menu bar, then "Online Catalog or Database."
-  PubMed is listed as the first choice.
-  You can put journal names, author surnames, and article title words in the Quick Search box.
-  Or, you can use the "Advanced" search form to limit by date, etc.
-  Do search, then select references by checking the box to the left of each reference number.
-  From the "Import to Folder" menu select the folder to which you wish to add references.
 
(2) From PubMed:
There are two major steps to transferring records from PubMed into your RefWorks database. You first perform your search and download the articles of interest into a specially formatted text file, then you import the records into your RefWorks database, using the PubMed (NLM) filter.
Step 1: Download from PubMed
-  Perform your search in PubMed/PubMed@UCSF.
-  Select references by checking the Box to the left of each reference number.
-  In the Display pull-down menu, select MEDLINE.
-  PubMed should now be showing your articles in a "tagged" format.
-  Now you are ready to save your references. In the Send To pull-down menu, select File.
-  You will now be prompted to save the file to your computer. Be sure to save it as a text file - 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.
Step 2: Import into RefWorks
-  Open your RefWorks database.
-  Click on the References menu and select Import. The import screen will appear.
-  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.
-  Within RefWorks, your citations will appear in the Last Imported Folder. Move the citations into the folder of your choice.
 
Creating a bibliography in MS Word
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 and follow the installation instructions. Write-N-Cite can now be used within MS Word.
- Open your document in Microsoft Word.
- Click on the Write-N-Cite icon within Word.
- Enter your RefWorks username and password, then click Login
- Use the Search RefWorks feature to locate particular references
- Choose All References or Folder under the View pull-down menu.
- In Word, click at the point where a reference is to be inserted.
- Switch to Write-N-Cite. Click the Cite link next to the reference you want to cite.
- 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.
- Choose an output style.
- Select Create Bibliography.
- A new window will open with the formatted Word document containing the bibliography.
- 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.
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.
 
Linking RefWorks records to the full text of a journal article
Click the UC-eLinks button beside each reference to locate full text if available.
 
 
RSS
RefWorks has integrated an RSS (Really Simple Syndication) Feed Reader that allows users to add and view favorite RSS feeds from publishers, news sources, and other websites, and then import that data into a RefWorks account.
- login to RefWorks
- enter the URL into the RSS Feed URL bar and click the Add RSS Feed button.
- a popup box will appear asking if you want to retrieve the RSS Feed. Click Yes
- you will then have the opportunity to select the items you wish to add to your folder by checking the boxes next to each citation or select All in List.
- click Import.
- Note: You will need to come back to this page periodically to retrieve the citations from your feeds. Simply click on your RSS Feed links.
 
RefWorks & APA 5th
The RefWorks APA 5th style will automatically includes the full journal title.
 
 
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