In Plain Sight

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Targeting ways to access, manage and publish your information
Updated: 2 hours 13 min ago

EndNote X8

Mon, 2016-10-24 14:02

Just a quick note to those of you who use EndNote and those of you who want to.

After a 3.5 year hiatus, a new major upgrade to EndNote will be released in November. Usually EndNote updates about every 18 months but there has been disquiet in the EndNote world and EndNote and related businesses (Web of Science) has been spun off from Thomson-Reuters to form Clarivate Analytics. See .

Not many details yet about EndNote X8 so I believe we will need to wait to see how it functions and what new features it brings. See for more about EndNote X8.

For those with UCSF email, you can buy EndNote X7 for $78 from OnTheHub UCSF. If you purchase now you will receive a free upgrade to X8. See the following link for more about UCSF OnTheHub and the academic discounts available to you (

Please let me know if you have questions.


Categories: In Plain Sight

Using the New RefWorks: Writing in Word and GoogleDocs

Mon, 2016-10-24 13:33

We have talked about two of the essential elements of reference managers: adding information to RefWorks and organizing your RefWorks library. We will cover the third element in this post: adding in-text citations and a reference list to a document or to create a bibliography of articles.

In the set up section we covered downloading and installing a bit of software that works with Microsoft Word or GoogleDocs to add references to your writing from your RefWorks library.

Now open Word and be sure you see evidence of a RefWorks plugin.

If you have Word 2016 you will find RefWorks by clicking on the Insert tab, finding Add-ins, then finding MyAdd-Ins. There you should see RefWorks. Highlight RefWorks and click insert.

Your Word page will now look like (image below):

If you have Word for Mac 2011 you will see an inconspicuous toolbar in the far upper left (see image below). Each icon will identify itself if you hover over it, here you will want to login the first time you use it. It is best to sync after each session in which you add to your RefWorks library. Remember that RW is web-based so that it can take 2-5 minutes to update at times.

I suggest you drag the tool bar to a better spot on the page by clicking and dragging on the far left of the tool bar (if you click in the circle at the far left you will close the tool bar).

If you have Word for Windows 2013 you will see a RefWorks or ProQuest tab in Word. Log in and sync as mentioned above.

Formatting a Word document

With the RefWorks Citation Manager selected (see image below), pick the article or articles you want to cite. If you will cite more than one article check the boxes and then Cite this (see image two below ).

You will also notice below the Word options on the tools page, there is a plug-in for GoogleDocs. You can have both Word and Google docs plug-ins. Click on the link to GoogleDocs and follow the instructions that follow.

Once again, this is enough to get you started. Please send me any questions you have.


Categories: In Plain Sight

Using the New RefWorks; Adding and Organizing Information

Mon, 2016-10-17 10:09

Importing information to the new RefWorks is ridiculously easy. We will refer to RefWorks as RW for the rest of this note.

Citing articles in Word is very similar to “Legacy” RW.

Now for some details.


Once you have identified articles from PubMed you wish to save to RW, click on the Save to RefWorks bookmarklet. You will see a list of the articles on your PubMed page, check off the ones you want, then Save to RefWorks at the bottom of the page.  See image below. That’s it!

Most other databases (e.g., Web of Science, PsycINFO, Sociological Abstracts, etc.) work the same way.

An exception is Embase. Choose the articles you want from Embase, select Export (see image below). 

Next, choose Direct Export to RefWorks (see image below), download a small file to your computer and then import that file into RefWorks by clicking the + icon on top left bar of RW page.

PDFs you can drag and drop a PDF on RW and it will find citation information for you.

For websites, click on Save to RefWorks bookmarklet. RefWorks, like all reference managers, has trouble finding the information it needs to create a citation from websites. Always check the information to make sure RW has it right

For GoogleScholar, set preferences to RefWorks and you can import one article at a time.

   To do so see two images below and left.

  1. Go to

  2. Click on Settings

  3. Change Bibliography Manager to RefWorks

Finally, you may organize what you put in RW by checking the boxes of the articles you would like to place in a folder. Then click on the folder icon (red arrow below). Finally either create a new folder or add checked articles to an existing folder.

The final installment of this series will be about using RefWorks to add citations and references to Microsoft Word or GoogleDocs.

Final post in this series will discuss how to use the new RW to cite article in Word or GoogleDocs. –Whit

Categories: In Plain Sight

New to RefWorks? Already using it? Upgrade to the new RefWorks

Mon, 2016-08-15 15:23

Reference managers like RefWorks, do three things, they store information about articles, organize that information, and then add citation and reference information to documents you create. The new version of RefWorks is a major improvement over the old one on all fronts.

Modernized interface, easy import to your library, better PDF handling and now compatible with Microsoft Word 2016 and Google Docs, the new blue-themed RefWorks is available for your use. The red-themed “legacy” RefWorks will be phased out in another year. Note: The new RefWorks only works with Word and GoogleDocs. The folks at RefWorks suggests you delay upgrading until you have completed any current projects.

The process of moving from old to new version is surprisingly easy as a I discovered recently. The whole process took about 10 minutes. You can keep both versions of RefWorks after you have upgraded until ProQuest stops support of the legacy version in September, 2017.

The upgrade steps are:

  1. Go to
  2. Click Create Account (see right)
  3. They will ask for you email, use your UCSF email.
  4. They will ask if you want to migrate your legacy RefWorks library into the new RefWorks. Say yes! This process takes less than 10 minutes (this step does not apply to new RefWorks users).
  5. You will need to install the new version of the plug-in for Word (there is one for 2016 and another for earlier  versions of Word).
  6. You will need to install the bookmarklet that works with your browser and helps you import new articles to RefWorks.

For numbers 5 and 6 from above, find Tools in the “three vertical dots” men. See above.

  1. Add Install Save to RefWorks, this helps you add information to your RefWorks library. You drag and drop this bookmarklet into your browser’s bookmarks toolbar.

  2. Install the plugin for your writing software. Notice the choices: Write-N-Cite for older versions of Word, Refworks Citation Manager for Word 2016, and the plug-in for GoogleDocs. This involves a download, installation, and then checking in Word to make sure it is working.

That’s it for installation. The next installment will talk about adding materials and organizing them in your RefWorks Library.

Please send me questions or comments.


Categories: In Plain Sight

RefWorks Now Supports Word 2016

Tue, 2016-08-09 16:15

UCSF Library provides access to the reference manager RefWorks for the UCSF community.  Many rely on RefWorks, rather than EndNote, Zotero, Mendeley or others, to store and organize information, and cite references in  their documents. Microsoft Word is the primary word processor which works with the better-known reference managers.

old to new RefWorks

Microsoft Office 2016 came out in the summer-to-fall of 2015 for both Mac and Windows. Since that time those using RefWorks have faced a problem. If they unknowingly updated  to Office 2016 or bought a shiny new computer with Office 2016 installed they were not able to use RefWorks to format in-text citations and reference lists in Word documents. Either they needed to revert to the previous version of Office or change reference managers.

This problem is finally solved! RefWorks now has an update which works with Word 2016. The new plug-in is accessed through Word 2016.

There is more to the story. I will briefly summarize here. Proquest, the new parent company of RefWorks, is in the middle of upgrading from what is now called legacy RefWorks to ProQuest RefWorks. UCSF has not forced users to upgrade to the new version yet, but the legacy version will go away in September, 2017.

There will be more blog posts about RefWorks coming soon.

Let me know questions or if you are finding problems with the installation.


Categories: In Plain Sight