Refworks & Write-N-Cite

Refworks logo.jpg

RefWorks is a web-based citation management program that enables you to download, store, and share references, and format bibliographies in seconds.

UBC Library maintains a site licence to both RefWorks and RefShare. They are available for free to UBC students, faculty, staff, and alumni.

As of May 21, 2015, UBC RefWorks accounts and databases will be stored on servers located in the United States.

RefWorks will be unavailable for a few hours on the morning of May 21st, 2015 while accounts are transferred from Canadian to US servers.
After migration, you will need to reinstall Write-n-Cite (now called Proquest for Word) and RefGrab-It, if you use these components of RefWorks.
After your account information is migrated, it will be subject to US laws, specifically the USA PATRIOT Act, which allows US authorities to access your personal information. Unfortunately, there are no other citation management tools that store their data exclusively on Canadian servers. Therefore, if you are concerned about RefWorks storing your personal information outside Canada, you should replace it with non-identifying information before May 21, 2015.
Please contact us with any questions about the migration.

Account Information

Log in to your Refworks Account


Login to RefWorks here for access both on and off campus.

Create a New Account

Create a free individual account (you can create more than one account).

Login to RefWorks here.

  1. On the RefWorks log-in page, choose Sign up for an Individual Account.
  2. Complete the New User Information form. If you have privacy concerns about entering your personal information, you may supply non-identifying information (e.g. UBCresearcher12345).
  3. Click Register, and start using RefWorks!
  4. You will receive a confirmation email with your log-in and password.


Note:

  • Do NOT try to create an account or log in directly from www.refworks.com - use the link provided above.

Important: Please review the RefWorks Privacy Policy.

Authentication

EZproxy

  • All students, faculty, and staff of UBC should access RefWorks from this page to authenticate using EZproxy.
  • Alumni do not have access to EZproxy, and should access RefWorks using the Group Code.

UBC Group Code

  • If you are unable to use the EZproxy access, you can authenticate your computer using UBC's Subscriber Group Code. Click here to access the Subscriber Group Code form; you will need your library barcode and PIN to access the group code. Then go to the UBC Library RefWorks log-in page. In the Remote Access window, enter the group code and then click 'Go to Log-in'.


PLEASE NOTE: The group code may be changed once a year for security reasons.

Deleting an Account

Accounts that have been inactive for more than 2 years may be deleted by the UBC Library RefWorks administrators.

Moving References from RefWorks to other Citation Management Software

Should you want to move the content of your RefWorks account to a different program such as EndNote, Mendeley, or Zotero, SFU Library has compiled some step-by-step instructions. Please feel free to contact us at lib-refworks@interchange.ubc.ca with questions.

Maintaining Your Account When You Leave UBC

Alumni access

Graduates of UBC can create or maintain a RefWorks account as UBC alumni. Alumni have access to RefWorks, but not to subscription databases from the library. As well, the UBC eLink in RefWorks will not provide access to online full-text resources.

To maintain or create your current account as an alumni:

  1. Obtain a UBC Alumni ACard.
  2. Obtain your UBC Library card.
  3. Contact the UBC Library RefWorks listserve at lib-refworks@interchange.ubc.ca to obtain the UBC Library group code, then create or access your RefWorks account using the group code to authenticate.

If you are joining another institution that has a RefWorks site license, you can move your database to a new account with that institution. Remember to backup your UBC account; you can then restore the citations to your new account.

Enter Citations

Adding Citations to your Refworks Database

There are many ways to add citations to your account.

View one of the online tutorials from the RefWorks YouTube channel, or read this Overview or Help pages within RefWorks to get started.

Selected tutorials include:


Adding References from UBC Library Catalogue and Summon

The current UBC Library catalogue does not support exporting citations to RefWorks. Please use one of the following options instead:

  • Search and download citations from the Library's catalogue from within RefWorks. Select University of British Columbia Library from the drop-down menu.
  • Use the Summon search interface to find records and download directly to RefWorks from Summon.

Storage Space

UBC RefWorks users have up to 5 GB of storage in RefWorks, and there is no limit on the number of references that can be stored. However, accounts larger than 1 GB, with more than 100 attachments, or more than 20,000 references may be very difficult or impossible to backup or move.

Use Citations / Write-N-Cite

Building Your Bibliography

There are four ways to use RefWorks to write your paper and format your bibliography. You can:

  1. Use Write-N-Cite to format your paper from within MS Word
  2. Use One Line/Cite View as an alternative to Write-N-Cite; it works with all word processors on any operating system
  3. Create a simple reference list (without in-text citations or footnotes)
  4. Create a formatted paper and bibliography using RefWorks


Using Write-N-Cite

Download Write-N-Cite 4 from the Tools menu in RefWorks. This video tutorial describes the installation process, and this tutorial shows how to use it from within Microsoft Word to create citations and bibliographies.

Using Write-N-Cite from off campus authenticating through EZproxy

To configure EZproxy for RefWorks' Write-N-Cite tool when working off campus follow these steps.

Windows
  • Download and install a copy of WNC after logging in to your RefWorks account (under Tools)
  • From the Start Menu select Programs then RefWorks.
  • Select the WNC Proxy Configuration Utility.
  • Enter the following URL in the box that pops up: http://ezproxy.library.ubc.ca/login?url=https://refworks.scholarsportal.info/Refworks/?WNC=true
  • Do NOT press the Enter/Return key.
  • Ensure that there are NO BLANK SPACES on either side of the URL above.
  • Click OK
  • You should not need a Group Code in order to use Write-N-Cite. If, after following the instructions above, you are prompted for a Group Code, please follow this link to access the group code.
Macs
  • Download and install a copy of WNC after logging in to your RefWorks account (under Tools)
  • Delete the plist file.
  • Then activate Write-N-Cite.
  • Select Preferences from the Write-N-Cite menu .
  • Select the Proxy option and enter the Proxy Server URL: http://ezproxy.library.ubc.ca/login?url=https://refworks.scholarsportal.info/Refworks/?WNC=true
  • Do NOT press the Enter/Return key.
  • Ensure that there are NO BLANK SPACES on either side of the URL above.
  • Restart Write-N-Cite for this proxy configuration to take effect
  • Please note that Write-N-Cite does NOT install to the MS Word Tools menu of a Mac; you may launch Write-n-Cite from your desktop instead.
  • You should not need a Group Code in order to use Write-N-Cite. If, after following the instructions above, you are prompted for a Group Code, please follow this link to access the group code.


Using One Line/Cite View

View this tutorial.

Creating a Simple Reference List

View this tutorial.

Modify a Citation Style

RefWorks allows you to choose from many traditional output styles such as APA, Chicago, Turabian, and MLA, as well as citation styles defined by particular journals. See the RefWorks complete list of Output Styles Supported.

To modify an existing output style, or create a new one, see the Using the Output Style Editor tutorials.

Share Citations / RefShare

Sharing Citations Using RefShare

RefShare is a module of RefWorks that allows users to share citations, folders, and databases with members of the UBC community, and globally with any researcher having Internet access.

Please note that attachments are not viewable through RefShare for purposes of copyright compliance.

Sharing Citations Using RefWorks

If you choose not to use RefShare to share folders, RefWorks also has other options for sharing your citations. See the Sharing References without RefShare section of RefWorks Help (found under Sharing Your References) for more information.

Collaborating with Researchers at Other Institutions Using RefWorks

Important Notice:

If you intend to make use of RefWorks in collaboration with researchers at institutions other than The University of British Columbia, it is required that such researchers:

  1. are members of an institution that has a RefWorks licence, AND
  2. are working on a collaborative research project with you, a researcher at The University of British Columbia.

Researchers at UBC are prohibited from sharing their UBC RefWorks account information with anyone who does not meet the criteria set forth in 1 and 2 above.

To share your UBC RefWorks account information as noted above, you will need to provide your RefWorks Log-in Name and Password as well as the UBC Group Code to the non-UBC researchers with whom you are collaborating.

Help

Need more Help? Have questions about Refworks?

  1. For questions specific to RefWorks and UBC Library, email the UBC Library RefWorks team at lib-refworks@interchange.ubc.ca. We do our best to respond within 2 business days. Please include the following information in your email: Mac or PC, browser, operating system, details of the problem.
  2. For general RefWorks questions, email the RefWorks vendor support team at refworks.support@scholarsportal.info.
  • In-person help is available by appointment from the Research Commons at Koerner Library.

FAQs

What is the UBC Library Group Code? Follow this link.

source: http://wiki.ubc.ca/Library:RefWorks