RefWorks Basics: Using RefWorks Citation Manager for Microsoft Word to Write and Format Your Paper

Have questions regarding the new RefWorks or need some technical support? Contact the RefWorks Support Team for help.

E-mail or telephone +1- 800-521-0600 ext. 74440 or +1-734-997-4440

Support hours are:

Monday – Friday: 8:00 am – 9:00 pm Eastern Time

In addition, the new RefWorks Support Pages are available at any time.

Installing RefWorks Citation Manager

You do not need administrator access to install RefWorks Citation Manager.

1. In Microsoft Word, select Insert > Get add-ins and search for RefWorks.

   

2. RefWorks Citation Manager is listed. Select Add to install.
3. In Word, select the RCM tab and click the RCM button. The RCM pane opens on the right side of the document.

   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-ins menu.

   

   RefWorks Citation Manager - Not Logged In

4. Log in to RefWorks, 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.

   If another user was logged into this instance of Word, select Log Out in the Main Menu and log back into your account.

   

   RefWorks Citation Manager - Logged In

Managing RefWorks Citations in RCM

This section describes the actions you can perform in RefWorks Citation Manager.

• Insert a citation – Do one of the following:
  • Select or hover over, a reference and click on Cite This. That reference is added as an inline citation.
  • Select the checkboxes for one or more references. A preview of the citation displays. For citation styles that support both inline and footnote styles, select the relevant option. Click Insert Citation. For citations in footnotes, first create a Word footnote, and then place the citation in it.

  If configured, citations are also added to a bibliography at the end of the document.

• Edit a citation before inserting it by performing the following:
  1. Select a reference and select Edit this. The Edit pane displays. The reference's citation preview displays at the top and its bibliography preview displays at the bottom.

     

     Preview and Edit

  2. Select Insert Citation to insert the citation inline and select Footnote to insert a footnote citation.
  3. Optionally configure whether to replace the page numbers, include/hide the author, include/hide the publication year, or add a prefix or suffix to the citation. The preview of the citation and the bibliography entry refreshes accordingly.
  4. Select Insert Citation. A citation is added and, if configured, a bibliography entry.
• Edit an existing citation – Double-click anywhere in the citation. The citation information opens in the Reference Editor.

  

  Editing Existing Citations

  Edit the information and click Update Citation.

  We recommend editing citations using the RCM Edit pane. However, edits that cannot be made with this pane can be made directly in the citation content controller. These edits are not synced with RCM and therefore are overridden when the document is updated (for example, when a new citation is added or when the RCM refresh button is selected). We recommend making manual edits when document writing is completed.

• Delete a citation – Select Delete Citation. The citation is deleted.
• Edit citation font – The citations and bibliography font is based on the document font (displayed in the Word ribbon) and is updated whenever the document font is changed. If you are using more than one font in your document, see Updating RefWorks Citation Manager (RCM).
• Add references to a citation – Select Add references to the citation, select references from the list, and click Add. The references are added to the citation.