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RefWorks Transition

Your RefWorks account content must be backed up or migrated to another citation management system by December 31, 2020, to ensure you do not lose access to your references.

IMPORTANT: When migrating from RefWorks to your new reference manager, you have the option of exporting your references all at once or one folder at a time. Doing one folder at a time is a more time-consuming process, but is probably more practical for most users.

Additional Notes:

  • File attachments will not transfer from RefWorks to Zotero. You can save the attachments on your computer and add them to Zotero manually by dragging the PDF to the appropriate citation or adding it as an attachment to the citation.
  • The Personal Notes and User fields in RefWorks will not transfer to Zotero. You can copy and paste this information into another field manually.
  • You cannot use the Zotero Word plugin in a document that contains RefWorks Write-N-Cite formatted citations or bibliographies.

Exporting from Legacy RefWorks

Use the instructions in this box if you are used to a RefWorks interface that looks like this:
A screenshot of the Legacy Refworks login screen, with royal blue and orange highlights

A screenshot of the legacy RefWorks interface

Legacy RefWorks logo

Exporting from Legacy RefWorks (one folder at a time)

If you want to maintain the same folder structure in your new reference manager, you should export your citations from RefWorks one folder at a time.

It's recommended that you save each export file created below with the name of the folder, so each is easily identifiable when importing to your new reference manager.

  1. Login to your Legacy RefWorks account.
  2. Click the Organize & Share Folders tab and select a folder for export from the list.
  3. Select References > Export (upper left of screen)
  4. Choose the following options:
    • References to Include
      All in List (If you have too many references, RefWorks will recommend you export them no more than 500 at a time)

    • Select an Export Format:
      Bibliographic Software (if migrating to EndNote or Zotero)
      BibTeX - RefWorks ID (if migrating to Mendeley)

    • Click Export References

Export References - RefWorks Legacy

Your output will open in a separate browser window/tab and will resemble a text file.

5. Use your browser's menu (icon in upper right) to save it as a text (.txt) file:

  • Internet Explorer > File > Save As
  • Firefox:  > Save Page As
  • Chrome > More Tools > Save Page As

6. Make note of where you save the file, because you'll need it to import into your new reference manager.

7. Repeat these steps for each folder, then follow the import instructions for your new reference manager.

Legacy RefWorks logo

Exporting from Legacy RefWorks (all items at once, no folders)

If you don't need to maintain the same folder structure in your new reference manager, exporting your citations all at once is a much quicker option.

  1. Login to your Legacy RefWorks account.
  2. Select References > Export (upper left of screen)
  3. Choose the following options:
    • References to Include
      All in List (If you have too many references, RefWorks will recommend you export them no more than 500 at a time.)

    • Select an Export Format:
      Bibliographic Software (if migrating to EndNote or Zotero)
      BibTeX - RefWorks ID (if migrating to Mendeley)

    • Click Export References
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  4. Your output will open in a separate browser window/tab and will resemble a text file.

  5. Use your browser's menu (icon in upper right) to save it as a text (.txt) file:
    Internet Explorer > File > Save As
    Firefox > Save Page As
    Chrome > More Tools > Save Page As

  6. Make note of where you save the file, because you'll need it to import into your new reference manager.

Exporting from ProQuest RefWorks

Use the instructions in this box if you are used to a RefWorks interface that looks like this: 

A screenshot of the Proquest Refworks login page, with light blue highlightsA screenshot of the Proquest Refworks interface

Exporting from ProQuest RefWorks (one folder at a time)

If you want to maintain the same folder structure in your new reference manager, you should export your citations from RefWorks one folder at a time.

It's recommended that you save each export file created below with the name of the folder, so each is easily identifiable when importing to your new reference manager.

  1. Login to your ProQuest RefWorks account.
  2. Click My Folders (from the left navigation pane) and select a folder for export from the list.
  3. Check the "Select all on this page" box (just above your list of references) and click the Share icon. 
  4. Choose Export References.
  5. Choose the following options:
    • From:
      All references in 'Folder Name'
    • Format:
      BibTeX (if migrating to Mendeley or Zotero)
      RIS Format (if migrating to EndNote)
    • Click Export

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      6. Make note of where you export/save the file, because you'll need it to import into your new reference manager.

      7. Repeat these steps for each folder, then follow the import instructions for your new reference manager.

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Exporting from ProQuest RefWorks (all items at once, no folders)

If you don't need to maintain the same folder structure in your new reference manager, exporting your citations all at once is a much quicker option.

  1. Login to your ProQuest RefWorks account.
  2. Click All Documents (upper left of screen), check the Select all on this page box (just above your list of references) and click the Share icon. 
  3. Choose Export references.
  4. Choose the following options:
    • From:
      All references in "All Documents"
    • Format:
      BibTeX (if migrating to Mendeley or Zotero)
      RIS Format (if migrating to EndNote)
    • Click Export

RefWorks ProQuest export all at once

Note: Make note of where you export/save the file, because you'll need it to import into your new reference manager.