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Basic Routines - Working with papers (e.g. Microsoft Word)

The steps below require you to be connected to the Internet.

1. Log on to RefWorks (RW).

2. Start Microsoft Word (MW), or other word processer, and open a document you wish to work on. At this point you are logged into RefWorks, and you have MW running.

3. In MW document click in front of a period of a sentence where you wish to put a citation, and press spacebar.

5. Now switch over to RW.

6. Bring up a screen with references.

7. Near the top of the screen find " Switch to:" and make sure the "One line/Cite View" is selected.

8. Find a reference that you want to cite and click on "Cite". A Citation View will appear.

9. Click "Select Citation"; then 'copy' that selection (use Control-c keys; or Command-c on Macs).

10. Return to your MW document.

11. "Paste" in the copied 'code' (use Control-v keys; or Command-v on Macs).

12. Save your work (Control-s keys; or Command-s). This should save an updated version of your Word document to the My Documents area (or pick another location; Macs to the Desktop ?). Save your work after every citation insertion.

13. Return to RW, and continue selecting citations to insert in your Word document, alternating between RW and MW. When finished with this selection activity, of course save your work. [Note: This is a 'core' document that can be modified...but save it...as you work...leave the RW code that you see *in the paper. This will allow RW to create updated versions or drafts of your core paper. ]

14. Return to RW. At the screen with a list of references, click on "Bibliography".

15. Select your Output Style from the pull down menu.

16. Find and click next to " Format Paper and Bibliography".

17. Click the "Browse" button. On your computer find the paper, and double click on it to select it.

18. In RW click on "Create Bibliography".

19. RW will create a new draft of the paper. If it doesn't display automatically, you may have to click to download it. Typically you should see a message that says "Your document was processed successfully. No errors were encountered" You will see that the version created by RW has "Final" as a part of the filename. This "Final" version is only the "latest" draft (or final) that you have had RW create. You can create updated drafts, of course.

TIP: There is a "Write-N-Cite" add-on that you can get directly from RefWorks that provides a process like you see above. For "Windows" users a version of this allows working with papers without being connected to the Internet. You can find it under "Tools" on RefWorks. You download and install it to use it.