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RefWorks 2.0 Guide: How to Use RefWorks at Case: Common Questions FAQ

Information on getting started using RefWorks at Case Western Reserve University

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Sharing selected citations with other RefWorks accounts

Question: I created a folder of good references that I now what to share with other users.  Is this possible?

Question: I created a folder in my personal account and I think these references would be better off in the group account my lab shares.  How do I do this?

Answer: Yes, you can transfer references from one account to another with ease. 

How to Transfer References from one account to another

This is a two step process. First export references from the RefWorks account

   To export references:

  • Log-in to your RefWorks account.

  • Select References, then choose Export.

  • Choose All References, My List or a specific Folder to export.

  • Select RefWorks Tagged Format and click Export to Text File.

  • You will be prompted to save a .txt file to your computer or flash drive.

 Step 2- Import the references into the correct RefWorks account

   To import references in RefWorks Tagged Format:

  • Log-in to the RefWorks account where the citations are being added.

  • Select References, Import.

  • Select RefWorks Tagged Format as the data source.

  • Click the Browse button and locate the .txt file you wish to import.

  • Click Import.

  • The newly imported references will appear in the Last Imported Folder.

Note:  Reference ID numbers are not transferred when exporting or importing.  Any references imported from one RefWorks account to another, will be assigned new Ref IDs according to the numbering in your account.

 Question:  I have all my references in a Word or Excel file.  How do I import these references into RefWorks?

Answer: How to Import References from a Word file to RefWorks

These directions were created by RefWorks in 2005, and remain fairly accurate. A copy of the same directions in Word can be found here.


Other RefWorks Guides

Not finding the answer to your questions?  You may always email your question to

Check out some guides from other institutions that use RefWorks.