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RefWorks

Installing the ProQuest Refworks Add-on in Google Docs

Note: Cite for Google Docs is not compatible with Legacy Refworks. You must have a ProQuest Refworks account to use this writing tool. 

Open a blank document in Google Docs and select Add-ons from the top menu. Click Get Add-ons and search for ProQuest Refworks

 

 

Select the ProQuest Refworks icon to review the full details for the add-on. Click Install to begin the installation. 

 

You will be asked to confirm your UAlberta email address and accept the Terms & Conditions for the add-on. Review the terms and click Allow.

 

 

Inserting Citations in Google Docs

Once you have installed the add-on, you can access your references by selecting Add-ons from the top menu. ProQuest Refworks will now be listed as an add-on. When you are ready to add in your first citation, click the small arrow and select Manage Citations

 

If this is your first time using the add-on, you'll be asked to log into your ProQuest Refworks account. If you do not have a Refworks account, you can sign up. You will need to use your institutional email address (UAlberta) to register. Once you've logged in, you don't need to log out unless you're on a public computer. 

 

Once you have logged in, you will be able to access the references in your Refworks account. You will automatically be shown All References. Note: If you have several Projects in Refworks, the add-on will only show the Project you last accessed from your account. If you need to access references from a different Project for your paper, you will need to login to your Refworks account and change it. 

You can click the small arrow next to All References to see all of your folders. 

 

You can also use the Search option to look for a specific reference.

 

Locate the reference you wish to cite. Once you are ready to insert the citation, click the Cite This button. The in-text citation will be inserted (using the last output style you used in Refworks) and your bibliography will automatically be added to the document. 

 

There is also an option to edit your citation. Click Edit and Cite to add page numbers, suppress author, or suppress publication year in your in-text citation (dependent upon the output style you are using). You will also see a preview of the in-text citation and your bibliography entry. When you have finished editing the citation, click Insert.

 

As you add citations into your paper, your bibliography will continue to grow. 

Changing Your Output (Citation) Style in Google Docs

There are two ways to change your output style.

  1. Click on the Options icon and select Change Citation Style from the drop-down menu.

The Set Citation Style window will appear. You can use the Search field to find the style you wish to use. Note: the last six styles you have used will automatically appear when you click the Search box. 

Click Update.


2.  You can change your citation style by selecting the Edit and Cite button. 

 

The Edit Citation window will appear. Next to your current citation style, click the link to Change Style

 

Note:  Custom output styles are currently not accessible.

Not all of the citation styles available are supplied by Refworks. Many come from an open source library and will have either the (CSL) notation or custom information included in brackets. For example: Vancouver (superscript, brackets, only year in date). Refworks does not control how these custom citation styles perform, so if you experience any issues, we recommend testing other versions of the style you need. 

Deleting or Changing Citations in Google Docs

To remove a citation, follow these steps:

  1. Highlight the citation you wish to delete and use the backspace key or delete key to remove it. 
  2. Insert the new citation (if applicable)
  3. Click on the Options Icon  and select Update Document. Your document will refresh and the bilbiography entry for the deleted reference will be removed. If you inserted a new citation, it will be added. 

 

Note: Any additions, changes or deletions you make in your Refworks account will be synched with the Google Docs Add-on. If you notice an error and need to edit a citation, you have to login to your Refworks account and update the reference manually. Changes made to in-text citations or the bibliography in Google Docs will NOT be saved. 

Collaborating with Others in Google Docs

Google makes it easy to collaborate with others on your paper.  Now you can take that a step further, by collaborating with other RefWorks users!

Share your document with anyone who has a RefWorks account and in addition to adding and editing text to your document, they can also add in-text citations and footnotes from their RefWorks account.   

There are two ways you can share your document with others:

  1. Share your document with someone who does NOT have a Refworks account

Click the Share Icon and enter the email address of the person you want to share your document with.

The person will receive an email with a link to create a ProQuest Refworks account. Afterwards, they will be able to access your document as an Editor. You can change their permissions by clicking the Share button on your document and changing the settings. You can set their permissions as Editor, Commenter, or Viewer

You can even collaborate using the same set of references by sharing your RefWorks collection with your collaborators.  

Note: Anyone you share with can also delete in-text citations you included in your document however, they cannot delete references from your RefWorks account.


2. Share your document with someone who HAS a Refworks account

Click the Share button in the upper right-hand corner of your document. 

The Share Settings window will open, with several options to share your document with others. You can share your document by entering their email address or Google Group in the Add People or Groups search field or you can Copy a Link to the document and send it to them manually. 

If you sharing the document with someone outside of the university or you would like to restrict access, click the Change link to update your permissions. 

 

You can even collaborate using the same set of references by sharing your RefWorks collection with your collaborators.  Read more about sharing a collection.

Note:  Anyone you share with can also delete in-text citations you’ve included in your document, however, they cannot delete references from your RefWorks account.

 Credit for above information: http://proquest.libguides.com/newrefworks/google