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Citing, referencing and reference management: RefWorks

What is RefWorks?

RefWorks was Queen's University's standard reference management software. The university is currently replacing RefWorks with EndNote.

Access to RefWorks will end in December 2020.

If you are currently using RefWorks, you can continue to do so until the university's subscription runs out in December 2020.

However, it is no longer possible to sign up for a new RefWorks account. Please consider signing up to EndNote or one of the alternative products which are available.

If you would like to switch from RefWorks to EndNote you can easily transfer your references to EndNote. Step-by-step guidance is available below .

Please note: Depending on the version of RefWorks you are using it may not be possible to change Word documents to EndNote, if you have already inserted references with RefWorks. Therefore, we advise existing RefWorks users - especially those who have started writing a thesis or extended work - to complete the document using RefWorks.

Not sure what you need to do?

If you are currently using RefWorks and you are not sure whether to switch to different reference management software now, your subject librarian may be able to advise.

Before converting from RefWorks to EndNote

(1) Folder Structure

When converting from RefWorks to EndNote, your existing RefWorks folder structure will not be replicated in EndNote. If you would like to preserve your folder structure, prepare your EndNote account prior to converting, by setting up appropriate groups. Then export your RefWorks references folder by folder and assign them to the relevant EndNote groups.

(2) Attachments

Attachments (such as article PDFs) will not automatically migrate from RefWorks to EndNote. If you would like to transfer attachments, you will need to download them from RefWorks and then import (or drag and drop) them into EndNote.

(3) Converting Word documents

If you are using Legacy RefWorks and you have added citations to a document using the RefWorks Write-N-Cite tool, you can convert the document to use with EndNote. You need to reformat the document with a special RefWorks custom output style, before it can be converted. You can obtain the required style and further guidance here: Converting from RefWorks to EndNote

Please note: This option is not available for documents where citations have been added using the RefWorks Citation Manager tool.

Converting from RefWorks to EndNote

Exporting references from Legacy RefWorks

1. Sign in to Legacy RefWorks and display the references you want to convert (e.g. all or by folder).

2. From the menu bar at the top, select References then Export

3.  Select the Export Format Bibliographic Software (EndNote, Reference Manager, ProCite), then click Export References

4. An “Export Complete” message will be displayed and a new browser window or tab should open automatically, showing your exported references in a structured format. If the references do not appear automatically, click the Click Here link in the “Export Complete” message box.

5. Save your exported references to a text file (.txt). Remember the file location for importing into EndNote

 

Importing references to EndNote Desktop

1. Create a new EndNote library, or open an existing one to import the file with your references from RefWorks.

2. Select File > Import > File

3. In the Import File menu click Choose … to locate your file of exported RefWorks references. From the Import Option drop-down list, choose Reference Manager (RIS). You can choose whether EndNote should discard identical citations or Import All. You do not need to change the Text Translation option unless your operating system is using a language setting other than English

4. Click Import. Your references will appear in your EndNote Library.

 

Alternatively, you can import references to EndNote Online

1. Sign in to EndNote Online and select Collect > Import References

2. Then click the Browse button to locate your file of exported RefWorks references

3. Select Import Option RefMan RIS. You can select a group to import your references into.

4. Click Import. EndNote online will confirm the number of references imported and the destination group (if selected)

Exporting references from ProQuest RefWorks

1. Sign in to ProQuest RefWorks and display the references you want to migrate (e.g. all or by folder)

2. From the menu bar at the top, select the Share option and then select Export References

3. Select RIS Format, then click Export

4. Save the .ris file to your computer. Remember the file location for importing into EndNote

 

Importing references to EndNote Desktop

1. Create a new EndNote library, or open an existing one to import the file with your references from RefWorks.

2. Select File > Import > File

3. In the Import File menu click Choose … to locate your file of exported RefWorks references. From the Import Option drop-down list, choose Reference Manager (RIS). You can choose whether EndNote should discard identical citations or Import All. You do not need to change the Text Translation option unless your operating system is using a language setting other than English

4. Click Import. Your references will appear in your EndNote Library.

 

Alternatively, you can import references to EndNote Online

1. Sign in to EndNote Online and select Collect > Import References

2. Then click the Browse button to locate your file of exported RefWorks references

3. Select Import Option RefMan RIS. You can select a group to import your references into.

4. Click Import. EndNote online will confirm the number of references imported and the destination group (if selected)

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RefWorks FAQs