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Citation Management Tools: Refworks Transition

Refworks, Zotero, Mendeley, EndNote, Papers. Which one is the right reference management tool for you? Start here.

Refworks is transitioning to a new version

RefWorks is transitioning to a new version.  There are benefits of both New RefWorks and Legacy Refworks.  Also, there are compatibility issues related to how the versions communicate with Word documents.  Read the information on this page before deciding when to transition, or, for those considering RefWorks initially, which version to use.

For advice or troubleshooting support relating to the transition, contact library@pobox.upenn.edu.

I have a RefWorks account. What do I need to do?

New RefWorks is available now; the legacy version is still available and will be until at least 2018.  You must consider a number of factors before deciding when to transition from Legacy RefWorks to New RefWorks.

  • New Refworks is still in Beta.  Some basic functionality--such as easily adding new citation styles and attaching non-PDF images--are missing.
  • New Refworks and Legacy Refworks can be used in tandem.  One can experiment with New RefWorks while relying on Legacy Refworks for current projects.  References in one version can be transferred to the other by using the import and export functions of each.
  • Documents created with Write-n-Cite/ProQuest for Word using Legacy RefWorks can't be modified with New RefWorks, and vice-versa.  Consequently:
  1. If you are currently using Legacy RefWorks to work on a document that will be completed in the next 18 months, strongly consider sticking with Legacy Refworks.
  2. If you are starting a project that will continue beyond early 2018, consider using New RefWorks and contacting a librarian for troubleshooting assistance.
  3. If you have spent considerable time using Legacy RefWorks with a document that you expect to continue beyond 2018, contact a librarian for advice. 

Log into Legacy RefWorks: http://hdl.library.upenn.edu/1017/13307
Log into New RefWorks: https://refworks.proquest.com

Instructions for transitioning from Legacy to New RefWorks are available here: http://corpweb.proquest.com/docs/upgrade-userguide.pdf

I’m new to RefWorks. Which version should I use?

  • Legacy RefWorks is very stable and will perform all of the functions required of a citation manager until it dissapears, probably sometime in 2018.  For short-term projects legacy refworks is a good choice, especially while New RefWorks is in a beta version.
  • Legacy RefWorks is not appropriate for people who will be working on a Word document over a long period of time.  They should start with New RefWorks to avoid problems resulting from Legacy RefWorks disappearing.
  • Researchers exploring citation management options might try both versions.  Though incomplete, New RefWorks has valuable features not available in Legacy RefWorks.

Compare Legacy and New RefWorks: http://corpweb.proquest.com/docs/upgraderw-userguide.pdf
Log into Legacy RefWorks: http://hdl.library.upenn.edu/1017/13307
Log into New RefWorks: https://refworks.proquest.com