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Refworks FAQ

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How do I import references from my EndNote database?

First export records from EndNote by selecting the correct Output Style for the export. Under the File Menu select Output Styles. You will see a list of output styles there, and if you see RefMan (RIS) Export select it. If you do not see this format, open the Style Manager and check the RefMan format. Close the Style Manager and once again go to the File Menu, select Output Styles and select the RefMan format.

Next, select the references you want to export and go to the Reference Menu and select Show Selected (or Show All if you wish to export the entire database). From the File Menu select Export and a dialog will appear for you to select the location where you want to save the file. Type in a file name and select a location you will remember for importing into RefWorks. Use Text as your Save As type and click on Save.

Go into RefWorks and click on Import. Select Desktop Biblio. Mgt. Software as your Import Filter and EndNote as your Database. Browse for and select the file you just created from EndNote. Click on Import. The progress in importing is measured by the presentation of the symbol * for each reference imported. RefWorks will notify you when the import is complete. View the Imported References.


How do I export references from my RefWorks account to EndNote or another database?

To export a copy of all or part of your RefWorks database to your computer so that it can be loaded into EndNote or another bibliographic database programs:

  • From the References or Tools menu select Export. Select either All References or a specific Folder.
  • Under Export Format select the format you want to create:
    • Bibliographic Software (EndNote, Reference Manager, ProCite) -- Saves the database in a tagged format that can import into another bibliographic management program. It is the format sometimes called the RIS Format or Reference Manager Format and can be imported into Reference Manager, ProCite, EndNote, or any other program that supports the RIS Format.
    • BibTeX – Ref ID -- Saves the database in the file format for use with the LaTeX document preparation system. n n Citation List Creates a list to use when writing your paper offline. The format includes the RefID, Authors Primary, Title Primary, and Publication Year only.
    • RefWorks Tagged Format -- Saves the database in a format similar to the bibliographic management software format. This is a tagged format. The data layout, however, is patterned after the RefWorks database as opposed to tags that match with other bibliographic programs. Use this format for backup purposes and for sharing data with other RefWorks users.
    • Tab Delimited -- Saves all your data in an organized manner with each field separated by a tab. It may then be loaded into other programs that are designed to read this type of format.
    • XML -- Use this format to create your export file in an XML format. ·
  • Click the Export to Text File button.
  • Follow your browser's instructions for viewing the file and be sure to save the file to your hard disk before closing.
  • Email it -- After the bibliography is created you may also email the file. The email address in your RefWorks account is automatically entered, but you can overwrite it with another address. Only one email address may be entered.

How do I open two accounts in RefWorks at the same time?

Open your browser by selecting it from the Program menu or by clicking on the icon on your desktop or task bar. If you use Internet Explorer do not open another window by selecting the File, New, Window option. When you do this you will not open another existing RefWorks account it will be a second copy of the first regardless of the password or login information.

When I open two accounts at the same time they always end up being the same. Why?

If you use Internet Explorer and opened a new IE Window by selecting File, New, Window rather than clicking on the IE icon or opening the program from your Program Menu you will be in the same account as the first window. RefWorks uses cookies to "remember" users and to have two accounts open at the same time you must have two sets of cookies. IE only creates two sets when you open a second IE in the manner described above.


The University of Minnesota Libraries subscribe to RefWorks. What happens when I graduate and no longer have access to RefWorks and my data?

At that time, you can purchase an individual subscription to RefWorks for $70 per year or, if you prefer, you can export your entire database in a format that is compatible with other bibliographic software. You can also export the data in a delimited format to use in some other type of database program. To purchase your own RefWorks subscription, simply contact RefWorks and they will inform you of the billing procedures. In advance of this transition, RefWorks also recommends doing a "backup" of your database, and then a "restore" to your new account. This will bring all folders, references, reference IDs and any custom output styles, so your new account will be exactly the same as their old account when you backed it up. You can also create your new account in the 30-day free trial area and RefWorks will just convert it behind the scenes to an individual subscription once payment information has been received.


How can I use RefWorks from within my word processor to cite references?

You can do this by using the Write-N-Cite utility (available as a plug-in for both Windows and Macintosh). To download the program, go to your RefWorks program and click on Write-N-Cite at the top of the window. Once the program is loaded you can launch it from within Microsoft Word by clicking on the icon or selecting it from the Tools Menu. See Using Write-N-Cite for detailed instructions.


I want to write my paper off line. How do I print out a list of references with RefIDs?

First, create a folder and add all of the references you need to use for the paper to this folder. Next, Click on Export and select the folder you want to print. Select Citation List, which includes the RefID, Author, Title and Year. Click Export to Text File and when the file displays print it using the browser's Print function.


How do I tell which folders contain a specific reference?

From the main view area of RefWorks, click on View or Edit in the top right corner of the reference for which you want the folder information. Click on the In Folder drop down box. Folders with a >> next to them contain the reference.


How do I access my RefWorks account from home?

Make sure that you log into your account through the U of M Libraries' RefWorks home page at http://www.lib.umn.edu/refworks/ . This will facilitate your ability to log in through the U's Internet directory system (x.500), which will confirm to the RefWorks server that you are a U of M faculty member, staff member, or currently enrolled student. When loggin in remotely, in addition to logging into the U's Internet directory system, you will also need to enter your RefWorks login name and password on this screen to access your personal RefWorks database. The Libraries are evaluating the possibilities for streamlining this login procedure.


What is a "Group Code"? When do I need it and where do I get it?

You will only need to use the Group Code when:
  • using Write-N-Cite while connected to RefWorks from an off-campus location, or
  • accessing RefWorks directly through the RefWorks company's page, from an off-campus location.  To avoid login problems, it is always recommended that you access to RefWorks through the Libraries RefWorks page.

    You may obtain the U of M Group Code here (U of M login required).

Is there a limit to the size of my database?

Your database may contain an unlimited number of references.


Is there a limit to the data I can put in the notes and abstract fields?

The notes, abstract and user definable fields are limited to 1 gigabyte of information. Keep in mind that if you add large amounts of data to these fields it will take the program more time to display each reference.


My data isn't importing correctly. Why does the Source information go into the Notes Field?

First, check that the data you are trying to import is in a tagged format. It should look something like this:

TI: Title
  Effect of rearfoot orthotics on postural sway after lateral ankle

  sprain.

AU: Author
  Hertel J; Denegar CR; Buckley WE; Sharkey NA; Stokes WL

AF: AuthorAffiliation
  Department of Kinesiology, Pennsylvania State University,

  University Park, PA16802, USA. jnh3@psu.edu

SO: Source
  Archives of Physical Medicine and Rehabilitation., 2001 Jul,

  82(7):1000-3

Also, from the Import area of RefWorks be sure both the Import Filter/Data Source and Database have been selected correctly. If you don't see either All Databases or the specific database you are searching in the drop down list we do not have a filter for that particular database. In this case the data may still import but it may not be imported into the correct fields and the source information will all go into the notes field. Selecting Multiple Databases will not work if the specific database you are importing is not in the list.

If you selected the correct Data Source and Database but the data still comes in incorrectly, please contact the RefWorks support department at support@refworks.com. Attach a sample of the text file you are importing along with information on the source of the data.


Why does my bibliography have incorrect data included in the output document?

The output format takes the data from a particular field and inserts it into the bibliography. If the data in the field is incorrect it will appear to be wrong in the output format. For example, if you see a book title in your bibliography that looks like: Economics of America [Monograph], you will find that the title in your data includes the [Monograph] - it was not added by the output format.

If you see something like this for the volume number of a journal: Vol. 32 vol. It is because one of the Vol. was imported with the data. The problem may be with the way the data is imported rather than with the output format. Always check to be sure the data in the database is correct before formatting a bibliography.

What browsers does RefWorks work with -- Internet Explorer, Firefox, Safari?

At this time, RefWorks is compatible with the following browsers:
  • Internet Explorer Version 5.0 or later (Windows only)
  • Netscape Version 6.0 or later (Windows and Mac)
  • Firefox 1.X or later (Windows and Mac)
Unfortunately, Safari is not currently supported.

This page was adapted, with permission, from the RefWorks Frequently Asked Questions page at: https://www.refworks.com/Refworks/help/Frequently_Asked_Questions.htm .