How do I install RefWorks Citation Manager into Microsoft Word?

Answer

  1. In Microsoft Word, select Insert > Store or Insert > Get Add-Ins and search for RefWorks.

    RefWorks-Citation-Manager-image2.png

  2. RefWorks Citation Manager will be listed. Select Add to install.
  3. Select the RCM tab and click the RCM button. The RCM pane opens on the right side of the document.

    RefWorks Citation Manager - Not Logged In_2.png

  4. Log into RefWorks. Synchronizing data with your RefWorks account may take a few moments, especially on your first login. Once you are logged in, the sidebar is updated with your references with an icon to the Main Menu on the top left and a refresh icon on the bottom right.

     

    If someone else was logged into this instance of Word, select Log Out in the Main Menu and log back in to your account.

    RefWorks Citation Manager - Logged In_2.png

     

If you experience any problems, see Getting Help / Submitting Ideas to Ex Libris. ALSO- if you go through the steps to add RefWorks and it fails, you may need to download an authenticated version of word using your mymail login at office.com

Managing RefWorks Citations

This section describes the actions you can perform with the RefWorks Citation Manager.

  • Insert a citation – Do one of the following:
    • Select Quick Cite for a reference. That reference is added as an inline citation.
    • Select the check boxes for one or more references. A preview of the citation is displayed. For citation styles that support both inline and footnote styles, select the relevant option. Click Insert Citation. For citations in footnotes, first create a Word footnote, and then place the citation in it.

    If configured, citations are also added to a bibliography at the end of the document. Click on the menu (3 lines) to open options and turn on Bibliography. 

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  • Last Updated Jun 08, 2021
  • Views 117
  • Answered By Kelly Karst

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