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Writing & Publishing Support: RefWorks

Information about: citation management, RefWorks, EndNote, citation styles (APA, MLA, etc.), and more

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What is RefWorks?

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.

"New RefWorks" vs. "Legacy RefWorks"

NOTE: There are currently two versions of RefWorks available: "New" RefWorks and "Legacy" RefWorks. New RefWorks has a new interface with several new features and is being continually updated. While Legacy RefWorks is still available for use, it will no longer be updated.

If you are a first-time RefWorks user, you should create and use a New RefWorks account.

If you are currently a Legacy RefWorks user, you may continue to use your Legacy RefWorks account. If you are currently working on papers using Legacy RefWorks, you should finish those projects using Legacy RefWorks, and then transition to New RefWorks. In the meantime, we invite you to create a New RefWorks account to explore its new features. The contents of the folders in your Legacy RefWorks account can easily be copied to a New RefWorks account at any time.

Legacy RefWorks login page

Legacy RefWorks documentation

Getting started with (New) RefWorks

Create a New 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.

Whenever you want to sign into your (New) RefWorks account, just go to refworks.proquest.com OR click on "RefWorks" under "Quick Links" on the Library's homepage.

RefWorks documentation:

Upstate Managed Computers Known Issues

If you are using a computer managed by Upstate's IMT, integration with Word (i.e., installation of the "RefWorks Citation Manager" add-in for Word) is unavailable. You can still use the integration with google docs. In addition, while RefWorks is readily available with an internet connection, if you have a need to download the desktop version for offline use, you will need to contact the Helpdesk to install the desktop version of RefWorks on Upstate managed computers.

Known Issue with Office 365

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.