Citation Management Tools: RefWorks

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 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 @ upenn.edu

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.

Consultations are available upon request.  Use our consultation form.

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

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 - https://www.youtube.com/watch?v=iNAqCXsSg_4
• 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 - https://www.youtube.com/watch?v=926vwn1jXqw
• 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 - https://www.youtube.com/watch?v=fkC5uBt4tnI