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RefWorks: Import References

The University Libraries will support the Legacy RefWorks through June 2020. Starting July 2020, the libraries will only support the new version of RefWorks and cannot assure the continued access to or functionality of the Legacy version.

Adding References - Introduction

There are multiple ways to import references into your RefWorks account. Follow the directions below to import references from:

The information for a reference is dependent on the metadata the database or source provides. Not all databases provide the same level of metadata so a citation can have missing information. It is your responsibility to check each citation to make sure they are correct based on whichever style guide you are using (MLA, APA, AMA, Chicago, etc.). If you're having trouble formatting a citation or making sure you have the correct information, don't hesitate to check the University Libraries Citing Your Sources Research Guide and the physical or virtual style guides.

Don't forget: You can always Ask a Librarian!

If you want to organize your citations prior to importing them from Legacy RefWorks, create separate Projects for each legacy account BEFORE importing the references. All folders associated with the Legacy RefWorks account will be imported to the Project they are uploaded to, if imported using the direct import feature. 

Adding References from Legacy RefWorks to ProQuest RefWorks

After you've logged into ProQuest RefWorks account:

  1. Click the + Add (Plus Sign) located at the far left of the main navigation bar. 
  2. Select Import References from the drop-down menu.
  3. Click on the Legacy RefWorks button under Import from another Reference Manager.
  4. RefWorks will notify you that any citations you will import will be added to the current project. 
  5. Click Authorize.
  6. The Legacy RefWorks login screen will appear.
  7. Login using your Legacy RefWorks username and password
  8. All references associated with that username and password will be imported to your new RefWorks account.
  9. If successful, an "Import Complete We've copied ## reference(s) into your library" page will appear.
  10. Click Ok. 
  11. The references will now be in your ProQuest RefWorks account. 

The above steps will have to be repeated for each Legacy RefWorks account.


Note: Once you've migrated or transitioned to the new RefWorks you cannot reverse the process. You can/will be able to access both accounts but if you add a citation to Legacy RefWorks after you've migrated, it does not add the citation to your new account (i.e. they are not linked and are not simultaneously updated). It is recommended that once you've migrated your Legacy account(s) that you delete them so you don't accidently add references to the wrong account. 


Directions on exporting references from Legacy RefWorks and importing them into ProQuest RefWorks.

Note: If you want to organize your citations prior to importing them from Legacy RefWorks, create separate Projects for each legacy account BEFORE importing the references. The folders associated with each legacy account will not be added to ProQuest RefWorks if utilzing the .txt or .ris option:

  1. Login to your Legacy RefWorks account to begin the export process
  2. Select the references you want to export by clicking the radial boxes next to each record.
  3. Click Export, under Quick Access on the right-hand side of the page
  4. A Export References box should appear.
  5. Select Bibliographic Software as the Export Format
  6. Click Export References
  7. A new tab will open with the .txt file
  8. Right click and select Save As
  9. Name the file but do not change the file type (.txt)
  10. Click Save
  11. In your ProQuest RefWorks account, click + Add drop-down menu and select Import References
  12. Drag the file downloaded from Legacy RefWorks onto the page, into the + Drop File Here box.
  13. A "What is the format of this file?" box appears.
  14. Select RIS Format from the drop-down menu.
  15. Click Import
  16. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  17. Click Ok.

Cochrane Library

  1. Select the references you want to export by clicking the radial boxes next to each record. 
  2. Click the “Export selected citations(s)” link at the top of the results screen.
  3. Click on RefWorks in the "Save citation to:" section.
    • If you want to include the abstract for each reference, check the "Include abstract" radial box at the bottom of the window.
  4. Click Download and an RIS file will be downloaded to your computer.
  5. In your RefWorks account and click on the + Add drop-down menu on the main toolbar.
  6. Select the “Import References” option.
  7. Drag the file downloaded from Cochrane onto the page, in the + Drop File Here box.
  8. A "What is the format of this file?" box appears.
  9. Select RIS Format from the drop-down menu.
  10. Click Import
  11. If successful, an "Import Complete We've saved XX document(s) in your library " page will appear.
  12. Click Ok.
  13. The references will now be in your RefWorks account.

EBSCO Databases

There are multiple ways to add references from an EBSCO database to your RefWorks account. You can add each article individually, you can add the articles you want to save to the folder feature in EBSCO and export them as a group directly into RefWorks or you can download the RIS file and import it. 


Individual Articles:

  1. Click the title of the article to open the Detailed Record.
  2. Click Export, located on the right hand side, in the Tools menu.
  3. Select Direct Export to RefWorks.
  4. Click Save.
  5. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  6. RefWorks will notify you that the article will be imported to the current project. Click Continue.
  7. If successful, an "Import Complete We've saved 1 document in your library" page will appear.
  8. Click Ok.
  9. The reference will now be in your RefWorks account.

EBSCO Folder feature, Direct Export:

  1. Add the articles you want to save to the folder feature in EBSCO.
  2. Click Folder in the tool bar on the upper right-hand side of the page.
  3. Check the Select/Deselect all radial box.
  4. Click the Export button located on the far-right side of the page.
  5. Select Direct Export to RefWorks radial button from the "Save citations to a file formatted for" menu.
  6. Click the Save button on the left side of the page.
  7. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  8. RefWorks will notify you that the references will be imported to the current project. Click Continue. 
    • If you want to change which project the reference will be added to click the "Select a different Project…" link and follow the steps in Setting Current Project box.
  9. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  10. Click Ok.
  11. The references will now be in your RefWorks account.

EBSCO Folder feature, RIS:

  1. Add the articles you want to save to the folder feature in EBSCO.
  2. Click Folder in the tool bar on the upper right-hand side of the page.
  3. Check the Select/Deselect all radial box.
  4. Click the Export button located on the far-right side of the page.
  5. Select Direct Export in RIS Format radial button from the "Save citations to a file formatted for" menu.
  6. Click the Save button on the left side of the page and a file will be downloaded to your computer.
  7. In your RefWorks account and click on the + Add drop-down menu on the main toolbar.
  8. Select the “Import References” option.
  9. Drag the file downloaded from EBSCO onto the page, into the + Drop File Here box.
  10. A "What is the format of this file?" box appears.
  11. Select RIS Format from the drop-down menu.
  12. Click Import
  13. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  14. Click Ok.
  15. The references will now be in your RefWorks account.

Electronic Journal Center (EJC)

The Electronic Journal Center (EJC) does not provide a direct export option so in order to add the references to RefWorks, you must export them as an RIS file. 


Individual Reference:

  1. Click the title of the article to open the Detailed Record.
  2. Click Export Citation, located on the right-hand side of the page.
  3. A "Prepare the export for Citation Manager site" box should appear.
  4. Click Ok to download the RIS file for the article to your computer.
  5. In your RefWorks account and click on the + Add drop-down menu on the main toolbar.
  6. Select the “Import References” option.
  7. Drag the file downloaded from the EJC onto the page, in the + Drop File Here box.
  8. A "What is the format of this file?" box should appear.
  9. Select RIS Format from the drop-down menu.
  10. Click Import.
  11. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  12. Click Ok.
  13. The reference will now be in your RefWorks account.

Multiple References, RIS file:

  1. Select the references you want to export by clicking the radial boxes next to each record.
  2. Click Export Citation, located on the right-hand side of the page.
  3. A "Prepare the export for Citation Manager site" box should appear.
  4. Click Ok to download the RIS file for the article to your computer.
  5. Login to your RefWorks account and click on the + Add drop-down menu.
  6. Select the "Import References" option.
  7. Drag the file downloaded from the EJC onto the page, in the + Drop File Here box.
  8. A "What is the format of this file?" box should appear.
  9. Select RIS Format from the drop-down menu.
  10. Click Import.
  11. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  12. Click Ok.
  13. The reference will now be in your RefWorks account.

Engineering Village (Compendex)

Individual Record, Direct Export:

  1. Click the title of the article to open the Detailed Record.
  2. Click on the export icon, it looks like a download button, Export icon in Engineering Village Database , above the results list.
  3. A Download Records(s) box should open.
  4. Under Location, select RefWorks.
  5. Click the Download record(s) button.
  6. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  7. RefWorks will notify you that the article will be imported to the current project. Click Continue.
  8. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  9. Click Ok.
  10. The reference will now be in your RefWorks account.

Multiple Records, Direct Export

  1. Select the references you want to export by clicking the radial boxes next to each record.
  2. Click on the export icon, it looks like a download button, Engineering Village Export Icon , above the results list.
  3. A Download Records(s) box should open.
  4. Under Location, select RefWorks.
  5. Click the Download record(s) button.
  6. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  7. RefWorks will notify you that the article will be imported to the current project. Click Continue.
  8. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  9. Click Ok.
  10. The reference will now be in your RefWorks account.

Multiple Records, RIS

  1. Select the references you want to export by clicking the radial boxes next to each record.
  2. Click on the export icon, it looks like a download button, Engineering Village Export Icon, above the results list.
  3. A Download Records(s) box should open.
  4. Under Location, select My PC.
  5. Under Format, select EndNote.
  6. Click the Download record(s) button.
  7. In your RefWorks account, click the + Add drop-down menu and select Import References.
  8. Drag the file downloaded from Engineering Village onto the page, into the + Drop File Here box.
  9. A "What is the format of this file?" box appears.
  10. Select RIS Format from the drop-down menu.
  11. Click Import.
  12. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  13. Click Ok.
  14. The references will now be in your RefWorks account

Google Scholar

Before you can begin importing references from Google Scholar into your RefWorks account, you need to set up you Google Scholar account.

Setting Up:

  1. Go to Google Scholar.
  2. Click on the menu icon (the three lines) next to the My Profile icon in the upper, left-hand corner of the page.
  3. Click on Settings.
  4. If the it does not automatically default to the “Search results” section of the settings, click on Search results in the left sidebar.
  5. Under the Bibliography manager section, select RefWorks from the drop-down menu for Show links to import citations into.
  6. Click the Save button.
  7. Now the Import into RefWorks link will show up on the bottom, right side of the records in the search results list. 

Single Result:

  1. Click on Import into RefWorks link located on the bottom, right side of the record.
  2. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  3. RefWorks will notify you that the references will be imported to the current project. Click Continue. 
  4. If successful, an "Import Complete We've saved 1 document in your library" page will appear.
  5. Click Ok.
  6. The reference will now be in your RefWorks account.

Multiple Results, RIS:

  1. Click on the save/star icon Save icon in Google Scholar shaped like a Star  located underneath the records you want to export.
  2. Click on the My library link in the upper, right-hand corner of the page.
  3. Click on the checkbox next to the records you want to export or click on the checkbox in the navigation bar at the top of the page to select all the records in your library.
  4. Click on the export icon, it looks like a download button, Google Scholar Export link icon on the navigation bar.
  5. Select the RefMan option from the drop-down menu and a RIS file will be downloaded to your computer.
  6. In your RefWorks account and click on the + Add drop-down menu on the main toolbar.
  7. Select the “Import References” option.
  8. Drag the file downloaded from Google Scholar onto the page, into the + Drop File Here box.
  9. A "What is the format of this file?" box appears.
  10. Select RIS Format from the drop-down menu.
  11. Click Import.
  12. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  13. Click Ok.
  14. The references will now be in your RefWorks account

IEEE Xplore

Individual Records:

  1. Click the title of the article to open the Detailed Record. 
  2. Click the Download Citations icon Download Citation icon in IEEE Xplore to open the drop-down box.
  3. Under Include: select either Citation Only or Citation & Abstract
  4. Under Output Format: select RefWorks.
  5. Click Download.
  6. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  7. RefWorks will notify you that the reference will be imported to the current project. Click Continue. 
  8. If successful, an "Import Complete We've saved  XX document(s) in your library" page will appear.
  9. Click Ok.
  10. The reference will now be in your RefWorks account.

Multiple Records, Direct Export

  1. Click the references you want to export by clicking the radial boxes next to each record. 
  2. Click Export at the top of the page.
  3. Select the Citations tab
  4. Under Format: select RefWorks.
  5. Under Include: select either Citation Only or Citation & Abstract
  6. Click Export.
  7. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  8. RefWorks will notify you that the reference will be imported to the current project. Click Continue. 
  9. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  10. Click Ok.
  11. The references will now be in your RefWorks account.

Multiple Records, RIS

  1. Click the references you want to export by clicking the radial boxes next to each record. 
  2. Click Export at the top of the page.
  3. Select the Citations tab
  4. Under Format: select RIS.
  5. Under Include: select either Citation Only or Citation & Abstract
  6. Click Export.
  7. A RIS file will be downloaded to your computer.
  8. In your RefWorks account and click on the + Add drop-down menu on the main toolbar.
  9. Select the “Import References” option.
  10. Drag the file downloaded from IEEE Xplore onto the page, into the + Drop File Here box.
  11. A "What is the format of this file?" box should appear.
  12. Select RIS Format from the drop-down menu.
  13. Click Import
  14. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  15. Click Ok.
  16. The references will now be in your RefWorks account.

JSTOR

Individual Reference:

  1. Click the title of the article to open the Detailed Record. 
  2. Click the Cite this item button located on the left-hand side of the page and a "Cite This Item" box should appear. 
  3. Under the Export Citation section, click the Export to RefWorks link. 
  4. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  5. RefWorks will notify you that the reference will be imported to the current project. Click Continue. 
  6. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  7. Click Ok.
  8. The reference will now be in your RefWorks account.

Multiple References, Direct Export:

  1. Select the references you want to export by click the radial box next to each record. 
  2. Click the Export Select Citations menu located on the top right-hand side of the results list page.
  3. Click the Export to RefWorks link. 
  4. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  5. RefWorks will notify you that the reference will be imported to the current project. Click Continue. 
  6. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  7. Click Ok.
  8. The reference will now be in your RefWorks account.

Multiple References, RIS 

  1. Select the references you want to export by click the radial box next to each record. 
  2. Click the Export Select Citations menu located on the top right-hand side of the results list page.
  3. Click the Export a RIS file link to download the RIS file to your computer. 
  4. In your RefWorks account and click on the + Add drop-down menu on the main toolbar.
  5. Select the “Import References” option.
  6. Drag the file downloaded from JSTOR onto the page, into the + Drop File Here box.
  7. A "What is the format of this file?" box should appear.
  8. Select RIS Format from the drop-down menu.
  9. Click Import
  10. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  11. Click Ok.
  12. The references will now be in your RefWorks account.

OhioLINK Catalog

Multiple Records, TXT:

  1. In the search results, click the red Save Item button, located on the left-hand side of the record, for each one you want to export.
  2. At the top of the results page, click the red View Saved Records button.
  3. Under Format of List, select the Full Display radial button.
  4. Under Send List To select the Local Disk radial button.
  5. Under Your List of Saved Records, make sure all boxes are checked using Select All. 
  6. Click the Submit button in the middle of the page.
  7. A .txt file will be downloaded to your computer.
  8. In your RefWorks account, click on the + Add drop-down menu on the main toolbar.
  9. Select the "Import References" option.
  10. Drag the file you downloaded from the OhioLINK Catalog onto the page, into the "+ Drop File Here" box.
  11. A "What is the format of this file?" box appears.
  12. Type "Innovative Interfaces (Endnote/RefWorks Format)" in the search bar.
  13. Select Wright State University from the drop-down menu.
  14. Click Import.
  15. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  16. Click Ok.
  17. The references will now be in your RefWorks account.

Ovid, Journals@Ovid

Multiple References, Direct Export:

  1. Select the references you want to export by clicking the radial boxes next to each record.
  2. Click Export, near the top right-hand side of the results list and an Export Citation(s) window should appear.
  3. Select RefWorks from the Format drop-down menu.
  4. Select Complete Reference from the Fields drop-down menu. 
  5. Click the Export button.
  6. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  7. Refworks will notify you that the references will be imported into the current project. Click Continue.
  8. If successful, an "Import Complete We've saved XX document(s) in your library" page will apper. 
  9. Click Ok.
  10. The references will now be in your RefWorks account. 

Multiple References, RIS:

  1. Select the references you want to export by clicking the radial boxes next to each record.
  2. Click Export, near the top right-hand side of the results list and an Export Citation(s) window should appear.
  3. Select RIS from the Format drop-down menu.
  4. Select Complete Reference from the Fields drop-down menu. 
  5. Click the Export button.
  6. A .ris file will be downloaded to your computer. 
  7. In your RefWorks account, click on the + Add drop-down menu on the main toolbar.
  8. Select the “Import References” option.
  9. Drag the file you downloaded from Ovid onto the page, into the "+ Drop File Here" box.
  10. A "What is the format of this file?" box appears.
  11. Select RIS Format from the drop-down menu.
  12. Click Import.
  13. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  14. Click Ok.
  15. The references will now be in your RefWorks account.

ProQuest Databases

Individual Resource:

  1. Click the title of the article to open the Detailed Record.
  2. Click Save, located on the right-hand side of the page.
  3. Select RefWorks from the Export/Save drop-down menu.
  4. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  5. Log in with your Wright State email (@wright.edu) and RefWorks password.
  6. RefWorks will notify you that the references will be imported to the current project. Click Continue
  7. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  8. Click Ok.
  9. The references will now be in your RefWorks account.

Multiple Resources, Direct Export

  1. Select the references you want to export by clicking the radial boxes next to each record.
  2. Click Save, located at the top, right-hand side of the results page.
  3. Select RefWorks from the Export/Save drop-down menu.
  4. A "Continue exporting to RefWorks" page will open, click the "Yes, export to the newest version of RefWorks" button.
  5. Log in with your Wright State email (@wright.edu) and RefWorks password.
  6. RefWorks will notify you that the references will be imported to the current project. Click Continue
  7. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  8. Click Ok.
  9. The references will now be in your RefWorks account.

Multiple Resources, RIS

  1. Select the references you want to export by clicking the radial boxes next to each record. 
  2. Click Save, located at the top, right-hand side of the results page.
  3. Select RIS from the Export/Save drop-down menu.
  4. A RIS file will be downloaded to your computer.
  5. In your RefWorks account and click on the + Add drop-down menu on the main toolbar.
  6. Select the “Import References” option.
  7. Drag the file downloaded from the ProQuest Database onto the page, into the + Drop File Here box.
  8. A "What is the format of this file?" box should appear.
  9. Select RIS Format from the drop-down menu.
  10. Click Import
  11. ‚ÄčIf successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  12. Click Ok.
  13. The references will now be in your RefWorks account.

legacy PubMed

‚ÄčMultiple Articles, RIS:

  1. Select the references you want to export by clicking the radial boxes next to each record. 
  2. Click the “Send to” drop-down menu in the upper-right corner of the results screen.
  3. Click on the citation manager option.
  4. Click the Create File button and a file will be downloaded from PubMed onto your computer.
  5. Login to your RefWorks account and click on the + Add drop-down menu on the main toolbar.
  6. Select the “Import References” option.
  7. Drag the file you downloaded from PubMed onto the page, into the "+ Drop File Here" box.
  8. Make sure RefWorks recognizes the file as NLM PubMed.
    • If you have to, you can click on the “search for the format” link and search for PubMed.
  9. Click Import
  10. If successful, an "Import Complete We've saved XX document(s) in your library " page will appear.
  11. Click Ok.
  12. The references will now be in your RefWorks account.

** The steps above can also be used to import articles individually. 

new PubMed

Multiple Articles, RIS:

  1. Select the references you want to export by clicking the radial boxes next to each record. 
  2. Click Save at the top of the results list.
  3. Select RIS from the Format drop-down menu.
  4. Click the Create File button and a file will be downloaded from PubMed onto your computer.
  5. Login to your RefWorks account and click on the + Add drop-down menu on the main toolbar.
  6. Select the “Import References” option.
  7. Drag the file you downloaded from PubMed onto the page, into the "+ Drop File Here" box.
  8. A "What is the format of this file?" box appears.
  9. Select RIS Format from the drop-down menu.
  10. Click Import.
  11. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  12. Click Ok.
  13. The references will now be in your RefWorks account

** The steps above can also be used to import articles individually. 

WSU Catalog

Multiple Records, TXT:

  1. Select the references you want to export by clicking the radial boxes next to each record.
  2. Click Save Checked Records at the top of the results list page, just above the titles. 
  3. Click on the View Checked button near the top of the page. 
  4. Click the Save All button to select all records in the list
  5. Click the Export Records button at the top of the page.
  6. Under Format of List, choose Endnote/RefWorks
  7. Under Send List To, choose Local Disk
  8. Click Submit
  9. A .txt file will be downloaded to your computer.
  10. In your RefWorks account, click on the + Add drop-down menu on the main toolbar.
  11. Select the “Import References” option.
  12. Drag the file you downloaded from the WSU Catalog onto the page, into the "+ Drop File Here" box.
  13. A "What is the format of this file?" box appears.
  14. Type "Innovative Interfaces (Endnote/RefWorks Format)" in the search bar.
  15. Select Wright State University from the drop-down menu.
  16. Click Import.
  17. If successful, an "Import Complete We've saved XX document(s) in your library" page will appear.
  18. Click Ok.
  19. The references will now be in your RefWorks account.

Managing References

Exporting Reference to RefWorks

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