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RefWorks (Legacy)

Information about setting up and using a RefWorks account

General Information/Guidelines for using Backup/Restore

There are two circumstances for which you may need to use the Backup/Restore function:

  • You are leaving UC and becoming affiliated with another institution that has a RefWorks institutional subscription
  • You just want to be EXTRA safe and backup your UC institutional RefWorks account in case the RefWorks server fails (not likely).

With the first circumstance you would want to use the RefWorks Backup/Restore function to move your UC RefWorks institutional account information to another associated with your new institution.  The Backup/Restore function will nearly replicate your present database with your new one.   However, there will be a couple of notable exceptions:

  • Attachments -- Approximately 2 dozen attachments will transfer;  you will have to reattach remaining attachments in your new database.
  • Share Folders --  You will have to recreate your share folders.

Regarding the 2nd circumstance,  in the unlikely event of a RefWorks server failure (really unlikely) and additional failure of the RefWorks backup system (even more unlikely) you would have created the backup file with which you could restore your account.

Backup Instructions (restore instructions in next box)

  1. Log in to your current UC institutional RefWorks account.
  2. From the Tools option on the RefWorks menu bar select  Backup/Restore.
  3. By default, the following options are checked:
    • Include References
    • Include Attachments
    • Include RSS Feeds (only applies if you created them)
    • Include custom Output Styles (only applies if you created them)
  4. You will want to select "Include References" and "Include Attachments," but the other two options will only be relevant if you created RSS feeds or custom output styles.
  5. Click on the "Perform Backup" button.
  6. Save the file to a location of your choosing when prompted.  If you are not prompted to save the file, you will see a box that displays "Backup Complete. If you do not receive a file download prompt click here or if you'd like the file emailed to you click here."  You should click on whichever "click here" most easily allows you to save the file.
  7. RefWorks will provide a default name for the backup file.  The extension of the file will be either ".zip" or ".rwb".  It is critical to retain this extension name for the restore process to work.

Restore Instructions

NOTE:   The Restore operation will overwrite all of the references in the account into which you use this operation.  Therefore, be sure to retore only into an "empty" database or account.  For example, if you wish to restore your UC RefWorks account data into a new account at a different institution, be sure to do this "before" you have add data into that account.

  1. From the Tools menu on the RefWorks main menu select Backup & Restore.
  2. Click on Restore to expand the restore options.
  3. Click the Browse button to find the saved back up file.
  4. Select "Include References," "Include Attachments" and, if relevant, "Include Output Styles" and "Include RSS Feeds."
  5. Click the Perform Restore button.

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