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Citation Management Tools: RefWorks

Keep track of articles and books. Make annotations. Create citations and bibliographies easily.

What is RefWorks?

ProQuest RefWorks logo

  • RefWorks is a web-based bibliography and database manager that allows you to create your own personal database by importing references from text files, online databases and other sources. You can use these references in writing papers and automatically format the paper and the bibliography.
  • Penn Libraries has purchased a site license to RefWorks so there is no additional fee to use the program for Penn students, faculty, or staff.
  • There are currently two versions of RefWorks.  We strongly encourage new users to access the current RefWorks interface!
  • The "Legacy" version of RefWorks  was discontinued  as of July 1, 2023

Which RefWorks should I use?

There is now only one version of RefWorks. All links will go to the current version. If you did not move your citations to the current version yourself, we were able to transfer everything over. Please log in to the "new" RefWorks. 

Refworks "Add-on" for Microsoft Word O365

Refworks requires the RefWorks Citation Manager or (for older Word versions) Write-n-Cite "add-on" for the its "write and cite" integration with MS Word. If you are using Microsoft O365 provided through Penn, you are by default disallowed from adding 3rd party add-ons. However, a workaround is available for MS O365 installations supported by most Penn schools and centers. The Libraries/SAS IT Help Desk can assist you with this process if you have questions : email them at techcenter @

Basic Instructions to use Mendeley Cite, Refworks Citation Manager, and SmartCite on Word for Mac:

  • Ensure you are logged in to Word with your PennO365 account.
  • Click the "Insert" tab and then "Get Add-Ins". 
  • Once the next window opens, you'll need to select "Admin Managed".
  • You should be able to add that add-in to Word for Mac. 

On Windows:

  • Ensure you are logged in to Word with your PennO365 account.
  • Click the "Insert" tab and then "Store". 
  • Once the next window opens, search the appropriate Add-In and click Add.

Refworks Consultation

Consultations are available upon request.  Use our consultation form.

New RefWorks

Getting Started

  • Access the RefWorks website.
  • Select “Create Account” on the RefWorks page.  You will need to enter a Penn University email account and create a password.  Next, activate your account (you'll receive an email with a link to complete the registration process).
  • After creating your account, you are ready to populate your RefWorks database with citations.

Supporting Information

Using RefWorks with Microsoft Word

Several options are available when ready to add references to your research paper.  Note the attached video links.  Additional videos are available when you follow the links below.

  • Use "Create Bibliography" or "Quick Cite" within the RefWorks interface.  Using these options allow you to copy/paste formated citations into your Word document.  Watch this YouTube video -
  • Use the "RefWorks Citation Manager" add-in available within the Microsoft Store to add citations to your document (Note: not available to Wharton students).  This option is only available for Word 2016 users.  It is extremely user friendly.  Watch this YouTube video -
  • Use the "Write-N-Cite Tool".  This option is available for Word 2007, Word 2010, Word 2013, and Word 2016 (PC only) users.  Watch this YouTube video -
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