Upcoming Refworks migration

Refworks_imageOn June 19 at 1:00 PM Atlantic, all Refworks accounts for Dalhousie University will be migrated to RefWorks’ main servers based in the United States. The Canadian server that previously hosted RefWorks will no longer be available after June 2015. While there are other online citation management tools available to users, none offer Canadian hosting.

One of the benefits of moving to the RefWorks U.S. servers is that you can now take advantage of some updated features that were not available on the ScholarsPortal server, including the removal of the group code for log in. RefShare is now easily accessed and viewed within your RefWorks account. You can learn more about RefShare here.

We anticipate a downtime window of several hours while account data is migrated, during which time you will not be able to access RefWorks. All of your references, folders, attachments, and shares will be fully intact.

Some changes associated with this migration:

  • You will no longer need your group code to access your RefWorks account. In order to eliminate the group code, we now enforce the need for a unique login name. If your current login name is already in use by another RefWorks user, you may receive a separate email notifying you of with details on your how to access your account and adjust your username. Otherwise, your current login credentials will work.
  • Write-N-Cite (now called ProQuest for Word) will need to be re-installed after the migration. Please uninstall your current version and go to Tools>> Write-N-Cite in your new RefWorks account to download the latest version of ProQuest for Word. After closing all programs on your computer please run the Word Plug-in installer and follow the online instructions.
  • The RefGrab-It bookmarklet will need to be updated so it can send data to your new account. To update RefGrab-It we recommend you delete your current bookmark. You can re-install RefGrab-It by logging into your new RefWorks account and following the instructions located here.

Once everything has been migrated, you will have a new URL to access your RefWorks account, located at http://www.refworks.com/refworks. Links to RefWorks will be updated on the Library Web site.

If you do not want your data moved to the U.S., you can export all of your data for storage elsewhere, then request to have your account deleted. (Accounts can only be deleted by the RefWorks administrator.)

  • Choose References > Export from the RefWorks menu. (You may do this for the entire account at once, or for each of your folders individually.)
  • You may then choose an output format using the Export Format drop-down, and click Export References. Your references will appear as a Web page. Use the browser’s Save As function to save the contents as a text file (.txt)
  • This exported file can be imported to other citation management systems. The Tab-Delimited format may also be stored in Microsoft Excel. Note: It will not be possible to export your attachments (files you added to any existing reference stored within your RefWorks database), such files will have to be saved individually before asking for your account to be deleted.
  • Once you are satisfied that your references are stored, contact Shelley McKibbon (mckibbon@dal.ca) to have your RefWorks account deleted. You will need to provide either the username of your RefWorks account or the Dalhousie email address associated with your account. (If you have multiple accounts please supply the usernames for the accounts you wish to have deleted.)

Keep in mind that all online citation management systems (e.g. Endnote, Mendeley and Zotero) utilize servers located outside of Canada.

Please contact Shelley McKibbon (mckibbon@dal.ca) by June 15, 2015 if you have any questions about RefWorks or the migration, or if you prefer to have your account deleted before the migration.

Answering Advanced RefWorks Questions


Lunch & Learn
Presenter: Shelley McKibbon, Kellogg Health Sciences Librarian
May 30, noon – 1pm
Killam Library Room 2616

The basics of RefWorks are easy to learn and teach. But what happens when you get an “oddball” question from a student or faculty member, or you discover an error you haven’t encountered before?

RefWorks pro and health sciences librarian Shelley McKibbon will highlight some of the trickier aspects of this popular citation management tool and show you how to deal with them. Have advanced RefWorks questions yourself? Bring them to this session or email them to Shelley (mckibbon@dal.ca) by Friday May 25, and they will be dealt with on the spot.

All are welcome, and don’t forget to bring your lunch!

October RefWorks Sessions

Missed our September RefWorks tutorials? That’s okay–we’re offering more in October. They’re hands-on and are held in Killam Library Room G70. Don’t forget, places are limited so you must register by emailing Carol.Richardson@dal.ca

Friday, September 30
1:00pm-2:30pm

Tuesday, October 4
4:00pm-5:30pm

Wednesday, October 12
10:30am-12:00pm

Saturday, October 22
12:00pm – 1:30pm

More about RefWorks

Make RefWorks Your Friend

RefWorks is a web-based citation manager that allows you to compile, edit and format bibliographies by importing references directly from online databases or by entering them manually and inserting them into your finished paper in the citation style of your choice (eg. APA, MLA). We’re offering a series of hands-on workshops at the Killam this fall to introduce you to the basics of using RefWorks.

Location: Killam Library Room G70, Main floor

Thursday Sept. 15, noon – 1:30 p.m.
Monday Sept. 19, 10:00 a.m. – 11:30 a.m.
Saturday Sept. 24, 11:00 a.m. – 12:30 p.m.
Friday Sept. 30, 1:00 p.m. – 2:30 p.m.

Registration is required and limited to 12 participants. Please register indicating which session you wish to attend by emailing Carol.Richardson@dal.ca

If none of these times suit you, we may add more sessions if there is enough interest, so please send an email to Carol Richardson indicating your preferred date(s).

Ready for RefWorks 2.0?

Beginning August 5th, you’ll see a new interface for the RefWorks you know and love. The RefWorks 2.0 look is clean, more intuitive, and lets you keep your original RefWorks account along with all of your citations.

Essentially, RefWorks has just been reorganized to put more of the useful functions at the forefront. For example, new action buttons mean the dropdown menu has been shortened. But many functional improvements have also been made, like speed enhancements to your searches, no more timeouts to your account sessions, and links to the Help site from throughout RefWorks.

You can preview RefWorks 2.0 in this video tutorial. New to RefWorks? Watch their introductory tutorial!

Find more information on our Dal Libraries RefWorks page

RefWorks 2.0 is Coming!

In August 2011, RefWorks will move to an updated interface, RefWorks 2.0. You can preview the new interface within your current account by logging in and clicking on the “RefWorks 2.0″ link at the top right (login to RefMobile). You may return to the original interface by clicking “RefWorks Classic” at the top right of the screen. Don’t worry, RefWorks will support both interfaces until December 2011.

Watch this preview video!

For more information about using RefWorks, see the Libraries’ RefWorks webpage.

RefWorks Basics Tutorials

The Libraries are running a series of hands-on tutorials on the basics of using RefWorks–if you’re not already familiar with this amazing web-based citation manager, now’s your chance! Registration is required and limited to 12 participants.

All sessions take place in Room G70 of the Killam Library

Friday, January 21
11:30am-1:00pm

Wednesday, February 9
3:30pm-5:00pm

Tuesday, February 15
11:30am-1:00pm

**Please indicate which session you wish to attend by sending an email to Carol.Richardson@dal.ca.**

If these dates don’t work for you you, we may add more sessions if there is interest so please email Carol to suggest an alternate date.

More library classes & workshops

Learn to Use RefWorks, Take a Workshop

RefWorks is a web-based citation manager that helps you compile, edit and format bibliographies. You can either import references directly from online databases or enter them manually and insert them into your finished paper in the citation style of your choice (eg. APA, MLA).

The Killam is offering a series of hands-on “RefWorks Basics” workshops this fall. Space is limited and registration is required, so sign up now! The first one is next Thursday. Here’s our complete fall schedule:

Saturday September 18, 11:00am – 12:30pm THIS SESSION IS FULL!

Wednesday September 22, 10:00am – 11:30am THIS SESSION IS FULL!

Saturday, September 25, 11:00am-12:30pm THIS SESSION IS FULL!

Monday September 27, 11:00am – 12:30pm THIS SESSION IS FULL!

Tuesday October 5, 10:00am – 11:30am

WHERE? Room G70, North Learning Commons, main floor of the Killam
HOW? Register online indicating which of the sessions you wish to attend.