Citation management using RefWorks

Workshop description

RefWorks is a citation management and bibliography builder that helps collect, organize, cite, and share research. Create reference lists in APA, MLA, and other formats, and organize your citations with tags and collections. UBC Library maintains a site license to RefWorks. It is freely available to UBC students, faculty, staff, and alumni.  By the end of the session, you will be able to:

  • Collect and annotate references
  • Organize references using tags, folders, and other features
  • Collaborate and share references 
  • Generate citations and bibliographies

Software used

RefWorks is a web-based citation management program that enables you to:

  • download, gather, and store references from databases and library catalogues automatically,
  • format citations and bibliographies in seconds,
  • connect to your RefWorks account anywhere there’s web access, and
  • share your citations with other RefWorks users.

NOTICE: Systematic downloading or harvesting of articles, citations, or metadata (e.g. using citation managers such as EndNote or Zotero) is strictly prohibited. Fill out this form to request access. (Permission is required, or a Text and Data Mining Package should be purchased.)

Setting up RefWorks

There are two main steps to getting RefWorks setup on your computer:

  1. Sign up for your RefWorks account (free for current UBC students).
  2. Install the Microsoft Word Plugin.

Sign up for your RefWorks account

Use this guide to sign up for your RefWorks account.

Installing the RefWorks Plugin in Microsoft Word

How you install the RefWorks plugin depends on whether you are using a PC or Mac and your version of Microsoft Office and Word. Click on the link below for the instructions for your situation.

Installation instructions based on your setup:

If you have trouble accessing the plug-in in Microsoft Word Store, try one of the solutions below.

Options for PC users
Microsoft Office 365 – Desktop Microsoft Word
Microsoft Office 365 – Online Microsoft Word
Microsoft Office 2016 or earlier
Options for Mac users
Microsoft Office 365 – Online Microsoft Word
Microsoft Office 2016 or earlier

Workshop materials