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RefWorks

An overview of ProQuest RefWorks

RefWorks Citation Manager

RefWorks Citation Manager (RCM) is an upgraded version of the Word extension Write-N-Cite and opens a small version of RefWorks inside your Microsoft Word Document.

Here are some resources to get started with using RCM from RefWorks.

Installing RCM

This installation is for Microsoft Word 2016 or newer. If you have an older version of Word, please use Write-N-Cite.

1. Open a new document and click the "Insert" tab, then in the middle of the ribbon, click "Get Add-ins"

2. Search for "RefWorks Citation Manager" and click "Add"

3. Restart the program

4. Go to the new tab at the top labeled "RCM" and click on "RefWorks Citation Manager"

5. Follow the prompts to login to RefWorks from a new window that opens on the right side of the screen within Word.

Using RCM

This information comes from the RefWorks page on RefWorks Citation Manager. For more information, click on the link above labeled "RefWorks Citation Manager"

Managing RefWorks Citations

This section describes the actions you can perform with the RefWorks Citation Manager.

  • Insert a citation – Do one of the following:
    • Select Quick Cite for a reference. That reference is added as an inline citation.
    • Select the checkboxes for one or more references. A preview of the citation displays. For citation styles that support both inline and footnote styles, select the relevant option. Click Insert Citation. For citations in footnotes, first create a Word footnote, and then place the citation in it.
  • Edit a citation before inserting it by performing the following:
    • Select a reference and select Edit. The Edit pane displays. The reference's citation preview displays at the top and its bibliography preview displays at the bottom.
    • Select In-text to insert the citation inline and select Footnote to insert a footnote citation.
    • Optionally configure whether to replace the page numbers, include/hide the author, include/hide the publication year, or add a prefix or suffix to the citation. The preview of the citation and the bibliography entry refreshes accordingly.
    • Select Insert Citation. A citation is added and, if configured, a bibliography entry.
  • Edit an existing citation – Double-click anywhere in the citation. The citation information opens in the Reference Editor.
  • Delete a citation – Select Delete Citation. The citation is deleted.
  • Edit citation font – The citations and bibliography font is based on the document font (displayed in the Word ribbon) and is updated whenever the document font is changed. If you are using more than one font in your document, see Introducing the Updated RefWorks Citation Manager (RCM).
  • Add references to a citation – Select Add references to the citation, select references from the list, and click Add. The references are added to the citation.