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CASRAI

Definition · Plain-language

RefWorks

RefWorks is a cloud-based reference management service developed by Ex Libris, a ProQuest company, widely used by academic institutions to support student and faculty research.

CASRAI research-methods explainer — RefWorks

The step most authors miss

Doing CRediT right? Don’t stop at the statement.

A CRediT statement credits you inside one paper. The recognition CRediT was built for happens when those roles are tied to you, persistently. Sign in with your ORCID — free — and claim your CRediT contributions on casrai.org, the home of the standard. They become a verified, portable part of your identity, not a line that disappears into one PDF.

Free: claim your contributions, then export a journal-ready CRediT statement, schema.org structured data, JATS XML, CSV or BibTeX — and preview your public profile. A membership publishes that profile publicly and verifies the journals you serve.

Cloud-First Reference Organisation

As a pioneer in cloud-first reference management, RefWorks allows researchers to access their complete citation libraries from any computer connected to the internet, removing the need for local desktop software. The online interface is structured around custom folders, tags, and search tools that make categorising references straightforward. Researchers can upload PDF documents directly to the platform, and RefWorks automatically extracts metadata to populate the bibliographic fields. An integrated browser-based document reader enables users to highlight text, write annotations, and manage notes on their PDFs, ensuring that all research materials and associated files remain accessible within a secure, centralised cloud database.

Direct Library Database Integration

RefWorks excels at importing citations from academic databases because it is owned by ProQuest and developed by Ex Libris, a company that builds the search systems used by university libraries worldwide, such as Primo and Summon. Consequently, almost every major university library portal and database features a direct export option to RefWorks. This integrated connection makes it easy for students and researchers to collect sources during their literature searches without downloading and importing intermediate file formats like RIS. By streamlining the collection phase, RefWorks reduces the time spent on manual database entry and minimises citation transfer errors.

Institutional Management and Collaboration

RefWorks provides universities and research organisations with powerful administrative tools that facilitate institutional management of research output. Library administrators can push custom citation styles, pre-populate libraries with institutional resources, and monitor overall usage statistics to assess library ROI. RefWorks also simplifies collaboration among scholars; students and faculty members can share specific folders, allowing groups to compile bibliographies, share PDF articles, and co-annotate papers. This collaborative capability is useful for group assignments, systematic reviews, and multi-author faculty research, ensuring that all contributors are working from a single, standardised set of references.

Key facts

At a glance

  • RefWorks is a proprietary, subscription-based cloud service owned by Ex Libris (ProQuest).
  • It is primarily distributed via institutional university-wide subscriptions.
  • It does not require local desktop software installation, running entirely in browsers.
  • Its proprietary writing plugins include Write-N-Cite and RefWorks Citation Manager.
  • It integrates directly with Ex Libris library catalog and search systems.

Common misconceptions

What people often get wrong

Often heard: RefWorks is a free public tool available to anyone.

Actually: RefWorks is a paid subscription service; while individual accounts are available, it is mostly used by individuals whose university libraries pay for institutional access.

Often heard: You will lose your RefWorks library immediately upon graduating.

Actually: Many universities provide alumni access accounts, allowing graduates to keep their RefWorks library databases active for years after graduation.

Often heard: RefWorks requires you to download citations as files and manually import them.

Actually: Most university library catalogs and ProQuest databases include a direct 'Export to RefWorks' button that transfers citation metadata with a single click.

Common questions

FAQ

What is Write-N-Cite and how does it work?+

Write-N-Cite is a plugin for Microsoft Word that connects your document to your online RefWorks database, enabling you to insert in-text citations and generate formatted bibliographies without leaving Word.

Can I use RefWorks offline?+

While RefWorks is designed as a web application, it offers limited offline capabilities through its browser plugins and Word integrations, but full database access requires an active internet connection.

How do I export my references from RefWorks?+

RefWorks allows you to export your references in standard formats such as RIS, BibTeX, and XML, making it easy to migrate your library to other tools like Zotero or EndNote.

Referenced across the research world

University of Cambridge logoColumbia University logoUniversity of Edinburgh logoHarvard University logoUniversity of Oxford logoPrinceton University logoStanford School of Medicine logoUniversity College London logoORCID logoCrossref logoUniversity of Cambridge logoColumbia University logoUniversity of Edinburgh logoHarvard University logoUniversity of Oxford logoPrinceton University logoStanford School of Medicine logoUniversity College London logoORCID logoCrossref logo
  • University of Cambridge logo
  • Columbia University logo
  • University of Edinburgh logo
  • Harvard University logo
  • University of Oxford logo
  • Princeton University logo
  • Stanford School of Medicine logo
  • University College London logo
  • ORCID logo
  • Crossref logo

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