How do I use RefWorks?

What is RefWorks?

RefWorks is a web-based research and bibliographic management tool. It allows researchers to collect, manage, format, and share citations and references for all types of resources.

It is easy to use and integrates with most of the major research database providers (EBSCO, JSTOR, etc.). Additionally, RefWorks allows researchers to create annotated bibliographies on the fly, export references to Microsoft Word, and even manage in-text citations in research papers.

Accessing RefWorks

RefWorks is web-based, so you can access it from any computer with Internet connection. In order to access RefWorks from off-campus you will need the College’s group code, which you can obtain by contacting the Reference Desk at 718.982.4010 or the Refworks Liaison.

RefWorks is available from the list of library databases on the library website. When accessing RefWorks you may receive a security certificate warning from your web browser stating: “The name on security certificate is invalid or does not match the name of the site.” If this security certificate warning appears, click “Yes” to continue. Depending on what browser you are using, you may also need to “accept” or “add” the certificate.

Creating a RefWorks Account

To create a RefWorks account:

RefWorks Login

  • Complete the registration form and click “Register.”
  • You will receive an email confirming your registration.

For more information on how to create your RefWorks account, check out this video tutorial.

Creating/Viewing Folders

Creating Folders

  • Click “Folders” on the top bar
  • Select “Create New Folder”
  • Name your folder

Viewing Folders

  • Under Folders (on the top bar), select “View”
  • Under View (on the top bar), select “Folders”

For more information on organizing your folders, check out this video tutorial.

Importing Records

Importing from CUNY+

    • After doing a search in CUNY+, select the record you wish to export by checking the box on the left.
    • Click on save/mail/export in the top orange bar.

export from CUNY+

    • Under Record Format, use the drop-down menu to select “Full View.” (NOTE: importing will only work using this format).

export to RefWorks

  • Click “Go” on the bottom-left.
  • Select export to RefWorks.
  • RefWorks will open in a new window and prompt you to log-in. (NOTE: If RefWorks fails to open, you may need to disable your pop-up blocker). Your imported record(s) will be placed in your Last Imported Folder.

Importing from EBSCO

    • Click the export icon at the top-right of the record you wish to export. (When moused over, it will say “Export to bibliographic manager”).

export from EBSCO

    • On the next screen, select “Direct Export to RefWorks” from the list of options and click “Save.”

export to RefWorks

  • RefWorks will open in a new window and prompt you to log-in. (NOTE: If RefWorks fails to open, you may need to disable your pop-up blocker). Your imported record(s) will be placed in your Last Imported Folder.

Importing from JSTOR

    • Click “Export this Citation” at the top-right of the record you wish to export.

export from JSTOR

    • On the next screen, select “RefWorks” from the list of options.

export to RefWorks

  • RefWorks will open in a new window and prompt you to log-in. (NOTE: If RefWorks fails to open, you may need to disable your pop-up blocker). Your imported record(s) will be placed in your Last Imported Folder.

For more information on importing records into your RefWorks account, check out this video tutorial.

Creating a Bibliography

  • Click on “Bibliography” on the top bar
  • Choose an output style (MLA, APA, Chicago, etc.)
  • Use the drop-down menu to select a “File type to create” (i.e. HTML, Word document, etc.)
  • Choose a folder under the default selected “Reference from Folder”
  • Click “Create Bibliography”
  • Then either click download it to view/save the document or use the email option to send the bibliography to yourself

For more information on organizing your folders, check out this video tutorial.

More Tutorials on Using RefWorks

For more tutorials on using RefWorks, check out:

Who Can I Contact for Further Help?

Amy Stempler
Coordinator of Library Instruction
College of Staten Island Library
Office: 1L-219A
Phone: 718.982.3917
Email: amy.stempler@csi.cuny.edu