Reference managers like RefWorks, do three things, they store information about articles, organize that information, and then add citation and reference information to documents you create. The new version of RefWorks is a major improvement over the old one on all fronts.
Modernized interface, easy import to your library, better PDF handling and now compatible with Microsoft Word 2016 and Google Docs, the new blue-themed RefWorks is available for your use. The red-themed “legacy” RefWorks will be phased out in another year. Note: The new RefWorks only works with Word and GoogleDocs. The folks at RefWorks suggests you delay upgrading until you have completed any current projects.
The process of moving from old to new version is surprisingly easy as a I discovered recently. The whole process took about 10 minutes. You can keep both versions of RefWorks after you have upgraded until ProQuest stops support of the legacy version in September, 2017.
The upgrade steps are:
- Go to https://refworks.proquest.com/
- Click Create Account (see right)
- They will ask for you email, use your UCSF email.
- They will ask if you want to migrate your legacy RefWorks library into the new RefWorks. Say yes! This process takes less than 10 minutes (this step does not apply to new RefWorks users).
- You will need to install the new version of the plug-in for Word (there is one for 2016 and another for earlier versions of Word).
- You will need to install the bookmarklet that works with your browser and helps you import new articles to RefWorks.
For numbers 5 and 6 from above, find Tools in the “three vertical dots” men. See above.
- Add Install Save to RefWorks, this helps you add information to your RefWorks library. You drag and drop this bookmarklet into your browser’s bookmarks toolbar.
Install the plugin for your writing software. Notice the choices: Write-N-Cite for older versions of Word, Refworks Citation Manager for Word 2016, and the plug-in for GoogleDocs. This involves a download, installation, and then checking in Word to make sure it is working.
That’s it for installation. The next installment will talk about adding materials and organizing them in your RefWorks Library.
Please send me questions or comments.