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Lehigh University Libraries - Library Guides

Biology Graduate Resources

Tips for Using the New RefWorks

Please see this library guide about RefWorks for information.

RefWorks makes available a series of videos as well as documentation. When in RefWorks, click on the question mark icon (upper right) to see the “Support Center” and the “Video Tutorials”.

The following are notes about using RefWorks.

Importing Records from Web of Science

  • Check the results that you want to export to 
  • Click on Add to Marked List.
  • Click Marked List (upper right).
  • In step 3, select RefWorks. 
  • Put in access credentials for RefWorks.

Importing records from PubMed

There are various ways to get data from Medline into the new version of RefWorks. Experiment with below methods to do a comparison of what data elements from Medline are drawn in for each technique and find what you are comfortable with.

NOTE: PubMed is freely accessible to the public, but you'll want to use the version from Lehigh's database list since that version is enabled with "SFX" links. (SFX provides access to full text when available, but also a link to interlibrary loan when it is not.)

1. These instructions were provided by RefWorks for importing data from PubMed:
  • Conduct your search.
  • Mark the records you wish to export.
  • From the Send To option, select File as your Destination.
  • Select Medline as your Format.
  • Select a Sort By option you want and click the Create File button.
  • Save the file to your desktop
  • In RefWorks click on the plus sign + and select import references
  • Browse for the file using the "select a file from your computer" link  (you might have to double click) or drag and drop the file where indicated
  • Verify that NLM PubMed has been detected if not select it from the drop down
  • Click import 

2. However, you can also put the "Save to RefWorks" toolbar add-in into your browser, using these instructions. Run your PubMed search. Then, click "Save to RefWorks" on your toolbar. On the right you will see PubMed search results appear. Select the ones you want to capture for import into RefWorks.

3.  You can use the "Search Databases" feature on the left side of the RefWorks interface. This feature enables you to search various databases --including PubMed-- right out of RefWorks. This is different from going to a database and then importing the data. However, in doing so, you will not be exploiting features of the PubMed search interface. If need a few references, you can try it, but may be better served by using the other techniques here for PubMed searching.

4. Another search interface for Medline is available; see "Medline (via FirstSearch)". This interface enables a direct export of Medline records to RefWorks. To do so, run search. Select items to export to RefWorks. Click the Export icon. On resulting screen, select RefWorks. Select the new version of RefWorks.

Using Write And Cite

See the documentation available from within RefWorks about how to use Write N Cite. One fine point is that if you want to format a paper in a style that does not appear as one of the available styles when you use Write N Cite, follow these instructions.

First, create a reference list on the new platform. To do so, select a folder of references, then click on the quote mark " and then select the Create bibliography menu optin. Select the style drop down menu. In the search box, type the name of the style you want, then select it. Once the reference list has been created, go back to WNC and select the sync my data function. The style you just used should show up under recently used.