How To Share Bibliography In Refworks Flow

Short Version

As a new version of RefWorks was being created, a series of corporate buyouts within a few years created a confusing environment for development and planning. Ex Libris seems to be adding some stability by committing to maintaining the old version of RefWorks (Legacy RefWorks) as long as people are using it, and accelerating development and fixes for New RefWorks. 

Long Version

RefWorks began developing a new product called "Flow" several years ago. Then ProQuest bought RefWorks and re-branded "Flow" as "New RefWorks" and started to develop it as an eventual replacement for RefWorks. The initial plan was to discontinue Legacy RefWorks in 2018; libraries responded by making transition plans and asking for more time, and ProQuest extended Legacy RefWorks for an additional year. Ex Libris then bought ProQuest in Fall 2017, and is now accelerating the process of product updates and bug fixes for New RefWorks, Write-n-Cite, and RefWorks Citation Manager. Ex Libris has also decided to continue supporting and maintaining Legacy RefWorks indefinitely; their approach to New RefWorks is to make it good enough that people will prefer it, and eventually migrate on their own. For the foreseeable future here at BC, both versions of RefWorks will be available, and BC Libraries will support both.

Generally speaking, people with higher demands for a citation management tool (graduate students and faculty) have had problems with bugs and incomplete features in New RefWorks. People with lower demands (undergraduates and some faculty and graduate students) have found it easier to use than Legacy RefWorks, and its limitations unproblematic. Problems with New RefWorks should quickly begin clearing up in 2018, and additional features will appear monthly. If you are curious, it is worth testing various functions from time to time throughout the year.


You can drag and drop a document (.pdf, .doc, etc.) directly into the Upload document box to upload an existing MS Office, Open Office or .pdf file from your computer. Only 1 document per item allowed. 

From the second option, you can also import a set of references from a text file in the formats offered.

  1. On the resulting page, you will able to click and drag the file onto the page to begin importing.
  2. Using Create new reference you can manually enter your bibliographic data or click and drag a file to be imported as well.
  3. Tip:  If you have multiple documents to add to RefWorks, you can select and drag them all at once. RefWorks will create separate items for each.

If you do not have a file to upload, simply populate the blank fields by typing in the necessary information. Once you have manually added your item using one of these options, click Save and your item will be added to your RefWorks library.


Uploading One or More Documents from your Computer with Drag & Drop

RefWorks makes it really easy to get documents into your computer – just drag and drop one or more files and RefWorks will do the rest!

If you want to add your documents to a specific collection, make sure you’re viewing the collection first, then drag and drop the file(s). If you’re dragging multiple files, RefWorks will create a separate item for each document. Otherwise, drag and drop documents in the All Documents view and you can file them in collections once they are uploaded.


If you’re not sure where the file is on your computer, you can also click the Add a reference icon , then click Import reference option and then use the box for drag and drop, or, to browse and search your computer.  



Note: This option allows you to upload only one document at a time.

If no reference information is provided, you can manually enter the information.  Make sure to click the Save button to save the reference information.


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