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Getting Started with RefWorks: Basic Import Options

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.

Getting References into RefWorks

There are several ways to put data into a RefWorks database including:

  • Importing directly from certain online databases that have a link to RefWorks from within their databases (Direct Export) JSTOR, ProQuest, EBSCOhost, ScienceDirect, etc.
  • Importing text files containing references from online databases (Schaffer Library online catalog is an example) see RefWorks Tips for more examples: PubMed, SciFinder, Inspec, Web of Science, etc.
  • Manually entering references

RefWorks supports hundreds of databases provided by numerous data vendors. Import filter development is an ongoing process and new filters are being added continually. For a complete up-to-date list of import filters, click here.

RefWorks Tips

Import references from:

ACS publications:

Select the checkboxes next to the articles/chapters you want to download on any Search Results page or Table of Contents lists.

Click the Download Citations button.

Select RIS format.   Select the form of citation (with abstract, references, etc.) Select Download Citations. Using your browser's Save As function, navigate to the local drive and directory where you want to save the file. Click Save.

Log in to RefWorks. Select References/Import from the toolbar.

Select ACS Publications as the data source and RIS Format as the database. Browse to find the text file you saved to your computer.

Click Import. Your records should appear in the Last Imported Folder.

 

Inspec/BIOSIS/Web of Science:

Mark your records, select the fields to include in the export, select Save to other Reference Software in the drop-down and select “Save to Plain Text.”

You will be prompted to save a .txt file to your computer.  Click Save and choose an appropriate drive and file name. Click Save, then Close.

Log in to RefWorks. Select References/Import from the toolbar.

Select Thomson Reuters as the data source and Web of Science or Inspec as the database. Browse to find the text file you saved to your computer.

Click Import. Your records should appear in the Last Imported Folder or the designated folder of your choice.

 

PubMed:

Mark the records you wish to export.

Click on the Display Settings link and select Medline and click the Apply button.

Your results will be displayed in a tagged format.  Using your browser's Save As function, navigate to the local drive and directory where you want to save the file and save the file in the text (. txt) format.

Log in to RefWorks. Select References/Import from the toolbar.

Select NLM PubMed as the data source and as the database. Browse to find the text file you saved to your computer.

Click Import. Your records should appear in the Last Imported Folder

 

SciFinder Web:

From the search results page select the references you want to import.

Click Export (from the top of the results list).

In the Export options, select All or Selected.

Name your file. Select Tagged Format (*.txt) as the file type. Click Export.

Log in to RefWorks. Select References/Import from the toolbar.

Select CAS SciFinder as the data source and CAPlus as the database. Browse to find the text file you saved to your computer.

Click Import. Your records should appear in the Last Imported Folder.

 

Automatic Export References from:

EBSCOhost (PsycInfo, Environment Complete, HealthSource, etc.):

Conduct a search. Click on the Add to folder icon for each of the results you want to save.

Click on the Folder icon in the upper right-hand corner. Re-select the references to export.

Click on the Export icon.

Click the radio button in front of Direct Export to RefWorks to initiate a direct export. Note: Uncheck the Remove these items from folder after saving option, if you want items to remain in the folder after performing the export function.

Click the Save button to begin the direct export. Your records should appear in the Last Imported Folder.

 

Google Scholar (scholar.google.com)

Go to Scholar Preferences.  Make sure Union College is designated in Library Links section. Scroll down to Bibliography Manager - select Show links to import citations into RefWorks. Select Save Preferences. Do your search, Select Import into RefWorks. Your records should appear in the Last Imported Folder.

 Digital National Security Archive:

Conduct a search and select your records to export by clicking on Add to Marked List.

 Click on Marked List.

Check the Select/Clear all Items box

Select Download from the output options on left side.

Select Export directly to RefWorks. Your records should appear in the Last Imported Folder.