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RefWorks

Learn to use RefWorks for citation management

What is Reference Citation Manager (RCM)?

RefWorks Citation Manager (RCM) is a plug-in for Microsoft Word or Google Docs that allows you to quickly insert in-text citations and a bibliography to your document using references from your RefWorks folders. RCM is a newer version of Write-n-Cite. Note: documents written with Write-n-Cite are not recognized by RefWorks Citation Manager and vice versa

Tips for Using RCM

1. Open a blank document and select Add-ons > Get Add-ons

google docs add-ons menu

2. Search for RefWorks.

search for refworks in google workspace marketplace

3. Click on the ProQuest RefWorks add-on and click on install

install proquest refworks

Click one of the tabs below to see instructions on using RCM with Google Docs or MS Word, creating a bibliography, or using in-text citations:

1. In Microsoft Word, select Insert > Add-Ins or Store .

MS word insert menu highlighting get add-ins button

2. Search for RefWorks

office add-ins store

3. Click on Add to install.

4. RCM will display as a tab in Microsoft Word.

NOTE: Due to a Microsoft limitation, when using a desktop version of Word (not Word Online), the tab appears only when using Word version 16.0.6769.0000 or later. If the tab does not appear, RCM can still be accessed from the My Add-ons menu.

Click on the menu icon in the top left corner of the RCM panel.

refworks menu button in RCM

Turn the bibliography setting on.

Bibliography toggle in refworks RCM menu

When you have the bibliography setting turned on, your reference list at the end of your document will update with every in-text citation you add to your document. 

1. Select Add-ons > ProQuest RefWorks > Manage citations.

add-ons menu in google docs

2. A RefWorks sidebar opens on the right.

refworks sidebar in google docs

3. Log into RefWorks. Whenever you open the sidebar, as long as you did not log out after your last session, you are still logged in. If you are logged out, enter your credentials to log in to RefWorks. Your references appear in the sidebar.

logging into refworks in google docs

4. To insert an inline citation, select the reference and select "Cite this" .

inline citation options highlighting cite this button

When you click on the "Cite This" button, the following are added to your document:

  • An inline citation
  • A bibliography at the end of the document. If a bibliography already exists, the reference is added to it.

inline citation added with matching bibliography entry

If you delete a citation, select "Update document" from the configuration menu to update the bibliography.

update document button in settings

To edit the citation before inserting it:

1. Select the reference and select Edit and Cite.

edit and cite button when adding inline citations

2. The Edit Citation pane appears.

    A preview of the citation and the bibliography entry appears.

3. Edit the citation.

4. Select Insert to add the in-text citation.

editing citation in refworks google docs

1. Select the RCM tab in Microsoft Word, and click the RCM button.

RCM in Microsoft word
2. The RCM pane opens on the right side of the document

RCM side panel in word
3. Log into RCM. This synchronizes the data with your RefWorks account. This may take a few moments, especially on your first login. Once you are logged in, the sidebar updates with your references with an icon to the Main Menu on the top left and a refresh icon on the bottom right.

refworks citation list with refresh button
4.  To insert an in-text citation.

In your document, place the cursor in the spot where you want to add the inline citation.

Do one of the two following options:

i. Make sure you are in the correct project by clicking on the drop-down menu under "All references". The current project will display in bold. If you are not in the correct project, click on "Change Project" to select the correct one.

Once you are in the correct project, scroll through the saved references in it, mouse over the correct one  and click on the "Cite This" button that appears for the citation.

refworks change project button

ii. Select the checkboxes for one or more references. You can click on the "Insert Citation" button or if you want to preview the citation first, click on the "Edit" link. Then click on "Insert Citation."

cite this option on a citation in RCM

OR

verify citation and click insert citation