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Getting Started with RefWorks: Getting Started

Refworks is a personal information manager that allows users to create their own online database of citations that can be organized and used when writing a paper or article.

Quick Start Guide

Getting Started

Steps to create an account in the new version of RefWorks

  1. Go to and click "Create account."
  2. Enter your Union College email address and click "Check." Next, choose a password. Your password does not have to be associated with your Union account. You'll receive an email with a link to complete the registration process. Once you activate your account, you’ll get access immediately and can start managing your citations.


You will need to remember your password to access your account

RefWorks Basic Features – Navigating the Toolbar

Once data has been entered into your account, logging in displays a page of references, either the All References view or a specific folder, such as the default – Last Imported.



The Main Viewing Area is where references are displayed for users to edit, add, delete, manage, organize, etc.