Skip to main content
site header image

RefWorks: RefWorks Citation Manager

RefWorks Citation Manager

RefWorks Citation Manager is a plugin for Microsoft Word that allows you run a simplified version of RefWorks inside Word. RefWorks Citation Manager is the newer version of Write-N-Cite.

RefWorks Citation Manager is available through the Microsoft Store and can be installed directly from Microsoft Word.

Features:

  • Provides read-only access to your RefWorks account, enabling you to view and insert your previously collated references into your document, formatted using previously defined citation styles.
  • You can add inline citations. Adding a citation also adds a bibliography to the end of the document. As you add or remove references, the plugin automatically updates the bibliography.
  • Every time you log into RefWorks Citation Manager, it automatically synchronizes with your RefWorks account.

Installing Refworks Citation Manager

  1. In Microsoft Word, select 'Insert' then click 'Store' and search for RefWorks;
  2. RefWorks Citation Manager will be listed. Select 'Add to install'; it opens in the right sidebar.

alt="screenshot of how to install refworks citation manager"

3. Log into RefWorks. Synchronizing data with your RefWorks account may take a few moments, especially on your first login. Once you are logged in, the sidebar updates with your references.

alt="screenshot of side bar updates of refworks citation manager"

4. An action menu is available on the left of the sidebar; a configuration menu is available when you select the top right of the sidebar.

. To set the citation style, select 'Change citation style' in the action menu;

. A dialog box appears in the right sidebar;

. Select the style and select 'Update';

. Every time you perform this action, all citations and the bibliography will be updated to the new style.

alt="screenshot of action menu"

Using Refworks Citation Manager

To insert a citation:

Select the reference and select 'Quick Cite'. When you do, two things are added to your document:

  • An inline citation
  • A bibliography at the end of the document. If a bibliography already exists, the reference is added to it.
To configure the reference before inserting it:

1. Select the reference and select 'Preview & Edit'. The Preview & Edit pane appears. Full reference information appears at the bottom.

alt="screenshot of preview and edit pane"

2.  Select to insert the citation inline.

3. Optionally configure whether to change the page numbers, hide the author, or hide the publication year. A preview of the citation and the bibliography entry appears.

4.  Optionally add a prefix or suffix text to the reference.

5. Select Insert Citation. An inline citation is added as well as a bibliography entry.

Additional actions:

. Edit a citation – Move your cursor to anywhere in the citation. The information opens in the right sidebar.

. Delete a citation – Select the entire citation, either by highlighting it with your mouse or by selecting the block element handle and pressing Delete. Select Update document in the action menu to update the bibliography.

. Add a citation to a footnote – Create a footnote in Word and add a citation to it as you would add a citation inline in the text.

. Refresh RefWorks – If you need to refresh the RefWorks pane, select Reload from the configuration menu.

. View Source – For support use.

. Security Info – Microsoft information about the plugin.