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Using RefWorks at Princeton: 2. Saving citations to RW (including web pages)

ZOTERO is currently the recommended Bibliography Manager at Princeton. You can also get help with ENDNOTE.

Direct Export from databases to RefWorks

Direct Export from databases to RefWorks
"Direct export" from databases: Many databases provide a "direct export" function that allows you to add a citation or group of citations you find in a database directly to RefWorks without having to save any files to import manually. To use direct export:
1.    Mark/tag or save to folder the citations you want to add to RefWorks.
2.    Find and click on the Save, Export, Send to, or Download link or icon in the database (these options are different across our databases), then choose the "Direct Export to RefWorks" or "Save to RefWorks" option.
3.    The RefWorks login screen will appear. Login to your RefWorks account. RefWorks will display page "Import references” where you can choose Project and Folder to which you would like to import. You may also choose Import options: Import tags from database, Search for full-text, and Ignore duplicates. When finished will display "Import Process Complete” and will show you an Import Summary. You can Go to Last Imported link. 
 

Save citations from databases to desktop/import saved file to RefWorks

Save citations from databases to desktop/import saved file to RefWorks
Export from database/Import to RefWorks: To add citations from databases without direct export, you need to save marked/tagged citations from the database to your computer as a RIS (.ris) file, which you can then import into RefWorks. Records from "desktop" citation management software (such as EndNote) can also be imported into RefWorks in this way.
1.    Mark/tag or save to folder the citations you want to add to RefWorks.
2.    Click the Save, Download, Export, or Send to link (these options are different across our databases).
3.    You will be prompted to save a RIS file (.ris)--save the file on the computer you are using.
4.    To import your citations into RefWorks, login to RefWorks, and Add menu, select Import references from -> Other file Types. On the next page, drag your file onto the page, or click to Select file from your computer. In the window that appears, access the drop-down menu next to Import Filter/Data Source, select the source of the data and then the resource you are importing from, or select RIS Format. Click import and here you can select which folder in RefWorks you want to add the citations to. 
5.    When finished will display "Import Process Complete” and will show you an Import Summary. You can Go to Last Imported link.
 

Add citations manually

Add citations manually
Add citation manually: you can enter a citation for a reference into RefWorks manually.
1.    Log into your RefWorks account. Click on Add menu item and click on "Create Reference Manually"
2.    Input the information for your reference and save.
3.    You can click on lightning bolt icon next to Title, ISSN, ISBN or DOI for RefWorks to autocomplete your reference information. 
 

Use Findit@PUL to import single citations

Import using Find it @PUL: If a Find it @PUL button appears next to a citation that you want to add to your RefWorks library, click on the button, and in the window that appears, under the "Additional Services" option, select RefWorks Direct Export Tool.

The RefWorks login screen will appear behind the window. Login to RefWorks, and the selected citation will be added to your "Last Imported" folder.

Add citations in web pages using RefGrab-It

Add citations in web pages using Save to RefWorks, you can easily capture and import citations to books and articles in web pages right into your RefWorks account.
The first step is to visit the Extensions & Add-ons page (https://refworks.proquest.com/tools/)  follow the instructions according to the browser you like to use.
To use Save to RefWorks:
1.    When you are on a web page you want to grab information from, just click on the Save to RefWorks bookmark.
2.    Panel on right will open and display and show you information gathered from page with option to save link or attachment and fill in any other information.
3.    Choose Project and Folder you would like to import reference into
4.    Click Import and View in RefWorks to see your imported reference.
 

Exporting Records from the Main Catalog

  1. When you find your record in the Princeton University Library catalog, select the three dots for the record in the top right corner of the listing.
  2. Select Export to Refworks.
  3. Log in to the platform if you have not already.
  4. Confirm Import.