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Legacy RefWorks upgrade to ProQuest RefWorks

Using the Upgrade Button

If you do not want to wait for the institutional upgrade you can follow the instructions below.

I do not have a ProQuest RefWorks account

Please note you do not need an active Sheffield Hallam University email address to complete the upgrade. 

  • Log in to your Legacy RefWorks account.
  • Click on the button at the top of the screen:  Upgrade to the latest RefWorks version!
  • You will be prompted to create an account with an institutional email but you can enter a personal email if you do not have, or do not wish to use,  an institutional email address.
  • Choose a password and sign up. 
  • Complete your profile details and your references will be imported to your new account. 

I already have a ProQuest RefWorks account

  • Login to your ProQuest RefWorks account
  • Log in to your Legacy RefWorks account.
  • Click on the button at the top of the screen:  Upgrade to the latest RefWorks version!
  • Confirm: Yes, copy my References to RefWorks!
  • You will be prompted to save your references to an existing project or to create a new project.  
  • Click import and your references will be added to your ProQuest RefWorks account

I have more than one Legacy RefWorks account

  • We recommend that you import your Legacy RefWorks accounts into separate Projects in ProQuest RefWorks. 
  • If you created a new ProQuest RefWorks account when you upgraded your first account, it will be imported into an Untitled Project which you can rename. 
  • After you have upgraded your first account you should follow the instructions for users who already have a ProQUest RefWorks account to upgrade your other accounts. 

What are Projects in ProQuest RefWorks?

In ProQuest RefWorks you have the option to create separate Projects for your work.  Projects are like separate accounts and are useful for when you need to collaborate with other people.   You can give permission for other people to access and edit a Project without them seeing other resources in your ProQuest RefWorks account. 

You do not need to create new Projects for different pieces of your own work.  When you create a ProQuest RefWorks account your work is in an Untitled Project and for many users this is all that is needed. 

Key points on working with Projects: 

  • After the upgrade process you are likely to have more than one Project in ProQuest RefWorks. 
  • The first time you use ProQuest RefWorks after the upgrade you may need to switch between Projects to find the references you want.
  • When you login to RefWorks it will usually go to the last Project you looked at, so you should not need to switch projects every time. 
  • When you export references from Library Search or a journal database check which Project they will be added to. 
  • If you use a RefWorks Add-in for Word check which project is active:  You cannot mix references from different Projects in a single document. 

This four minute video tells you more about working with Projects: 

Adsetts Library [map pdf]
Collegiate Library [map pdf]

Sheffield Hallam University
City Campus, Howard Street
Sheffield S1 1WB
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