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RefWorks: Citation Management for SWOSU: RefWorks Add-ons & Plugins

Learn how to use RefWorks to manage your citations

RefWorks Add-ons & Plugins

Internet Browser

Microsoft Word

Google Docs

Save to RefWorks Browser Add-on

Click on "Tools" in the main navigation menu and select the second option, "Tools."

select tools


A new page will display tool options and the first option provides the Internet browser option. Select the button "Install Save to RefWorks."

install save to refworks tool


A pop-up dialog box will appear where you can drag a "Save to RefWorks" button into your browser's favorites.

drag tool to internet browserrefworks tool in browser favorites


Begin searching the Internet. Once you find something worth saving into RefWorks, select the new browser tool. A pop-up window will appear on the right side of the screen and it will load information into appropriate citation fields. As a website, you may find some citation fields are blank. You can either fill in these fields or leave them blank. When your done editing the website reference, click on the "Save to RefWorks" button at the bottom.

 

refworks window on website


The next screen will ask if you want to add the citation to a project or a folder. Both selections are optional. Select the "Import" button. After the import is completed, your reference will appear in RefWorks.

 

import website citation to refworks

RefWorks Citation Manager Plugin (for Microsoft Word)

Open Microsoft Word. In the top menu bar, select "File." Select "Get Add-ins" to search Microsoft Word's store.


In the search box, type "refworks" and the RefWorks Citation Manager (RCM) should appear.


Once you click the "Add" button, a pop-up with the licensing and terms of use will display. Click "Continue" to proceed with the installation.


After the import is completed, you should see this dialogue box appear on the right-hand side of your document screen. Click "Allow and Continue." Next step will require your username and password to login and access your citation data.

 


After logging into RefWorks, your data should appear including all folders, saved citations and the last citation style used.


After closing RefWorks, RCM will now appear in your top menu bar for future use.

RefWorks Add-on for Google Docs

Click on "Tools" in the main navigation menu and select the second option, "Tools." On the new page, scroll to the bottom and select the tab "Google Docs." Select the "Get the Add-on" button to begin the installation.

get google docs add-on


A new page in Google's Workspace Marketplace will open, click on the "Install" button.

google workspace marketplace install


A new pop-up dialog box will request your permission to install the application. Click "Continue" to proceed.

refworks permission to install


A new pop-up dialog box will request you login to your Google account.

google sign in


After logging into your Google account, you will be asked to allow RefWorks access to your Google account. Click "Allow" to proceed.

allow refworks to access google


The last pop-up box will indicate the application has been successfully installed.

installation confirmation


When you open Google Docs, select "Add-ons" on the main navigation menu. In the drop down menu, select "ProQuest RefWorks" and then "Manage citations." It will open a right sidebar for RefWorks and request you login to your RefWorks account.

login to refworks in google docs


Once logged in, your RefWorks citations will appear in that right sidebar. To utilize on of the citations, hover one with your cursor and two buttons will appear "Cite this" and "Edit and Cite."

all references from refworks appear in google docs


When ready to use a citation in your Google document, click one of these buttons and it will auto-generate an in-text reference and a bibliography.

citations embedded into google docs