Citation Management

RefWorks is an online, web-based "citation manager" that allows you to:

• Store and organize your research references, and
• Format in-text citations and automatically create reference lists for your papers.

Upstate's library has purchased in institutional RefWorks license. It is freely available to all Upstate faculty, staff, and students.

Create a RefWorks account

• Click on "Create account" at the bottom of the RefWorks login page.
• Be sure to create your account using your Upstate email account (not a Gmail or other personal email account).
• You will receive an email with a link to activate and finish creating your account.

RefWorks documentation:

• Managing References in Refworks (from Ex Libris/Proquest)
• RefWorks YouTube video tutorials
• RefWorks User Guide (from Ex Libris/Proquest)

To sign into your RefWorks account:

• Go to https://refworks.proquest.com
• or go to the Library's homepage, scroll down to the "Quick Links" section, and click on "RefWorks"

If you are having difficulty downloading Add-ins like Refworks Citation Manager on a personal computer, try the following to enable this add-on:

For Macs:

1. Open MS Word from Office 365. At the top is an option to log out of Office 365.
2. You will now be able to download Refworks Citation Manager (RCM) and insert your citations.

For PCs:

1.  Open Word in Office 365
2.  Click on FILE
3.  Scroll down to ACCOUNT
4.  At the next screen, Under USER INFORMATION, "sign out" of Office 365

This will not affect your documents in any way.  After the initial setup, just remember, if you open Word within Office 365, you may need to "sign out" in order for the app to work.

"Current/New RefWorks" vs. "Legacy RefWorks"

Legacy RefWorks will no longer be available after June 30, 2023. Read more about transitioning your account from the vendor.

Until June 30th 2022, there are two versions of RefWorks available: RefWorks and "Legacy" RefWorks. The current version of RefWorks has a new interface with several new features and is being continually updated.

If you are a first-time RefWorks user, you should use the current version of RefWorks.

If you are a Legacy RefWorks user, library staff recommend transitioning to the current version of RefWorks.

Legacy RefWorks login page

Legacy RefWorks documentation

• Legacy RefWorks Knowledge Center (from ExLibris/Proquest)
• Legacy RefWorks YouTube video tutorials

Write-N-Cite: If you have an Upstate managed PC and are using the legacy version of RefWorks to finish a paper, and need Write-N-Cite, you can add Write-N-Cite by searching the menu for "Software Center" and selecting Write-N-Cite. Note: this version may no longer work after October 2021. Library staff recommend transitioning to the current version of RefWorks and utilizing the RefWorks Citation Manager plugin instead.