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Dahlgren Memorial Library

RefWorks Guide

This guide will provide you with a more in-depth look at the New RefWorks bibliographic management tool.

How to Manually enter a Reference

Users can also manually add a reference into RefWorks. This can be done in a couple of different ways, either by entering the complete information or just by entering the title and allowing RefWorks to assist. 

First, go to the Citation View section (next to Display) on the top right corner of the screen. For this example, you will see it's on Citation View. From the drop down menu, select the gear icon next to the selected citation in order to select the citation format that will work best for you. 

Select View-Citation View

Now that the citation style is selected, the next step is to go to the Plus (+) icon at the top of the screen and select the option to Create New Reference

A form will pop up on the right where you will have the option to select the type of citation you are working with, whether it is a journal article, a website, or something else.

Fill out the fields completely or just put in the title

 

There will also be a number of fields for you to complete. The only field required is the title field. If you only have the title field, select the lightening bolt icon to the right of the title field for RefWorks to provide you options. If you have all of the information, fill it in and select Save at the upper right of the form when completed. 

How to add a PDF

Unlike with Legacy RefWorks, where PDFs could only be added as additions or edits to existing citation records within your database, New RefWorks allows PDFs to be added in as individual records on their own. RefWorks will then mine these citations for information without users needing to add extra information. 

In order to begin the process, go to the Plus (+) icon on the upper left of the screen. From the drop-down menu, select Upload Document

Select upload document from plus sign

You will then be asked to choose a PDF file on your PC or you may drag and drop the PDF directly into your database. Once you have loaded the document, it will analyze and mine it for citation information such as author, title, etc. When finished you should see something similar to the screen below:

Once PDF is downloaded you'll see the ability to select read to read PDF