RCM Projects are created when you wish to group a number of folders or large numbers of references and keep them separate or you wish to share them with colleagues. For most student work this is not necessary but researchers working on a systematic review may find it useful.
To close the Projects window and use RCM normally just click the Update button.
To change the style select the action menu
Select Change Citation Style and choose the style you want e.g. Chicago 16th (Notes & Bibliography).
IMPORTANT: Select 'Format for footnotes' to ensure the style does not revert to author-date in your note.
Position your cursor where you wish to insert a footnote and on the Word ribbon, click References and select Insert Footnote.
Word will add a superscript number in your text and will take you to the footnote section at the bottom of the page.
Find the reference in the RCM window and click Cite This (or if you wish to add a page number use Edit This).
The bibliography is switched off by default to save processing time.
To switch on the bibliography, select the Action menu and click the Bibliography slider.
RefWorks Citation Manager (RCM) is an 'add-in' tool for Microsoft Word which enables you to cite references from RefWorks directly into your document as you write it. You can use your chosen referencing style and easily create your bibliography.
RCM is compatible with Word 2016 or later. If you have an older operating system or word processor you may need to use the alternative Write-N-Cite (WNC) add in. See Finding the Right Writing Tool Add-on to check which writing tool is best for your operating system and version of Microsoft Word.
TIP: RCM may work better if you switch from Online version of Word to the Desktop app.
From the Word, click the Home tab click Add-ins. You may then need to click + Get Add-ins.
At the Office Add-ins box, select Store, search for RefWorks, you should find the RefWorks Citation Manager and click Add.
RCM will then appear in the tabs at the top of your Word screen.
ALTERNATIVELY:
Search for RefWorks and select RefWorks Citation Manager and click Add. RCM will then appear in the tabs at the top of your Word screen.
IMPORTANT
Before you can log in and start using RefWorks Citation Manager you will need to have an account for New RefWorks.
Log in to RefWorks Citation Manager using your email address and your New RefWorks password.
You may need to login to RCM each time you open a Word document:
To change the citation or referencing style click the action menu
Select Change Citation Style and choose the style you want from the drop-down menu e.g. Harvard, Chicago, APA etc. and click Update.
To include the author as part of your sentence e.g. Choi et al. (2020) argues that ...: you need to manually write the author name and then
When you insert RefWorks citations and bibliography into a document, computer links between your document and RefWorks are created. RefWorks calls this 'Content Control' although other software may refer to 'Field Codes'.
Publishers usually ask for Field Codes or Content Control to be removed so that the document you send them is plain text. It can also be useful to remove the content control if sending a document to reviewers e.g.documents which include field codes or Content Control can become corrupted if used with 'track changes' function in Word.
IMPORTANT - if you remove the Content Control, your document will no longer be able to change the citations or update the bibliography via RefWorks. Always, take a back up copy of your document before removing the 'Content Control', so that you have a version that will continue to interact with RefWorks should you need it.