How do I get a RefWorks account? I'm an NHS librarian.

RefWorks has now been set up so that library staff can create an account and login using their OpenAthens details.
Note: the OpenAthens account needs to have the Role set as Library Staff in order for this to work.

Go to https://refworks.proquest.com. You will see this sign in box:

Click on the dark blue Use login from my institution button.

Scroll to or search for NHS in England and select this option. Do not choose OpenAthens here.

You should now be taken to an OpenAthens sign in box:

Screenshot, OpenAthens sign in box

[Note: if you are already logged in to OpenAthens in your browser, you may not see the OpenAthens login screen, but will just be taken automatically though to the next step, asking you to enter your email address.]

You will then see this screen:

Screenshot, RefWorks sign up page

Enter your email address and click on the blue Sign Up button.

You may be asked to accept cookies to proceed.

[There is a bug in the RefWorks system that sometimes leaves a blank box on top of the screen at this point, which you can’t move. We have found that if you refresh your browser, you get to the next screen.]

You then see this screen:

Screenshot, RefWorks page headed "Please complete your Health Education England profile" with boxes for first name and last name and a drop down list for Role.

Add your details, then click on Next, and keep clicking on Next to work through the tutorial.

You are then logged in to RefWorks.

You only have to do this process once. Each time you then want to use RefWorks, you just go to https://refworks.proquest.com, click on the Use login from my institution button, scroll down to choose the NHS in England option, and login with your OpenAthens account.

Issues:

If you get this screen

Screenshot, error message reading "An error occurred with your institutional login: Please contact your RefWorks administrator"

it may be because you don't have the correct Role associated with your OpenAthens account.
Please ask your OpenAthens administrator to check that your Role attribute is set to Library Staff, and then try the process again.
If you have the correct role and continue to have problems, please log a new ticket with the NHS Knowledge & Library Hub Service Desk (https://support.library.hee.nhs.uk), with all the relevant details.