How to create citations, generate bibliographies and use RefWorks Citation Manager

1. RefWorks and Academic writing
RefWorks 8

2. You can use RefWorks to:
• Create citations to add to your work (thousands of styles available)
• Generate a bibliography (reference list) or footnotes (depending on your
referencing style)
• Add citations to your documents as you write (RefWorks Citation Manager)

3. Create a quick citation to add to your work
Continued on
next slide….

4. Quick citations continued
You can also
generate a
reference to
add to your
reference list.

5. Create a reference list from a folder
Choose a folder of references that you would like to turn into a reference list
(bibliography), then click on ‘Create Bibliography’ from top menu, then ‘Create
Bibliography’ from the drop-down menu. Finally choose your referencing style
and a formatted bibliography will be created. Copy and paste (‘Copy to
Clipboard’) in to your document.

6. Cite as you write: RefWorks Citation Manager (RCM) for Word 2016+
Open Word (2016+) > Insert > Store > Search for
RefWorks > Add > Log in to RefWorks when prompted
RefWorks Citation Manager
(RCM) is an add-in that you can
use to cite as you write when
using Word.
Continued on
next slide…

7. RefWorks Citation Manager (RCM) for Word 2016+ continued
Once logged in your
references will appear in the
side panel. You can now
start using RCM.
If you are using Word 365, see next slide.

8. Open Word (365) > Insert > Add-ins > Store > Search for RefWorks > Add
Continued on
next slide…
Cite as you write: RefWorks Citation Manager (RCM) Word 365

9. RefWorks Citation Manager (RCM) for Word 365 continued
Click on ‘RCM’ in
your toolbar, then
‘RefWorks Citation
Manager’ and log
in to your
RefWorks account.
You can now
start setting up
RCM. The
following slides
apply to both
Word 2016+
and Word 365.

10. Click on the menu icon and choose your
preferred ‘citation style’. Turn ‘Bibliography’
on, so that your reference list is updated each
time you add or remove citations in your
document. Click on the ‘X’ or ‘References
homepage’ to return to your list of references.
Once you start using RCM,
remember to refresh your
document if you change
referencing style of edit
citations/references.
Setting up RCM

11. RCM: Cite as you write
Once you have set-up RCM you can add
citations at an appropriate point in your
document. Hover over the reference that you
want and click on ‘Cite This’. A citation will be
generated and dropped In to your work. A
bibliography (reference list) is also
automatically created….see next slide.
You can either display all
of your references or
choose a specific folder.

12. A citation and Reference list are generated

13. If your citation requires page numbers (e.g.
because you have used a quotation)….
….you will need to edit the citation. Place the cursor where
the citation is needed in your document and select the
relevant reference from your list of references in RCM – you
will then be able to see what the citation currently looks like.
You can then make the necessary changes by clicking on
‘Edit’.
Continued on
next slide…

14. Add the page number(s) to ‘Suffix’ box….
….then click on ‘Insert
citation’ and the new
citation will be added into
your document (including
page numbers). A fully
formatted reference will
also be generated.
If you want the citation to just show the
year and page number, untick ‘Include
author’ e.g. Smith (2021, p.32)
suggested that………

15. RCM: Changing the citation style
Remember to refresh your
document if you make
further changes or edit
references.

16. Need further help?
Contact your Librarian:
https://libguides.mdx.ac.uk/liaisonlibrarians
Chat online with a Librarian:
https://libguides.mdx.ac.uk/chat