Skip to main content

Lehigh University Libraries - Library Guides

New RefWorks

How to use RefWorks to organize, store, and share citations and generate bibliographies.

For New Users

Brief Instructions - If you've never used RefWorks before you can follow the steps below to create an account:

  1. Go to http://refworks.proquest.com/signup/email and enter your @lehigh.edu email address.
  2. Click the Check button.
  3. On the next page, enter your password, then click the Sign Up button. 
  4. A confirmation email will be sent. 
  5. Fill-in your first and last name, department, and role (undergraduate, faculty, etc.)
  6. You'll now be provided with some information about the New RefWorks. You can use options like Skip Tutorial or the icon to skip or close the information.

Step-by-step instructions with screenshots - see this Google Doc.

For Existing Users

Disclaimer: New RefWorks is currently still in a Beta release. If your references are very important to you and you do not want to risk losing any metadata or references, you may want to continue using the older version of RefWorks at http://refworks.com.

---

Brief Instructions - If you currently have a RefWorks account and would like to begin using the New RefWorks  follow these steps to create an account and migrate your information to the New RefWorks.

  1. Login to your legacy RefWorks account at http://refworks.com
  2. Open a new tab in the same browser and go to http://refworks.proquest.com/signup/email and enter your @lehigh.edu email address.
  3. Click the Check button.
  4. On the next page, enter your password, then click the Sign Up button. 
  5. A confirmation email will be sent. 
  6. Fill-in your first and last name, department, and role (undergraduate, faculty, etc.)
  7. You'll now be provided with some information about the New RefWorks. You can use options like Skip Tutorial or the icon to skip or close the information.
  8. Click the Plus sign icon in the upper right-hand corner and select the Import references option from the drop-down menu.
  9. Click the RefWorks button under the header "Import from another reference manager."
  10. If you are not already signed in, you will be asked to authorize the migration by logging in to your legacy RefWorks account.
  11. Once you authorize, the migration will begin. The process should only take a few minutes. You  will be notified if any records could not be transferred.

Instructions with screenshots

  1. Follow steps 1-7 above.
  2. Click on the Add User-added image  icon  in new RefWorks and select Import References.
  3. Click on the RefWorks button in the Import directly from your current reference manager area.
User-added image
  1. You’ll be asked to authorize access to your legacy RefWorks account so you will need to enter your legacy RefWorks login credentials.

User-added image
User-added image
  1. Your items will be imported into RefWorks.  You will be notified if any items were NOT copied. 
User-added image
 
  1. Click OK.  Your research appears in the Recent area of your new RefWorks account.  Note:  ProQuest does not remove your research from your legacy RefWorks account – they simply copy it