Project Overview
MetaDesign Solutions collaborated with a global leader in academic research to develop a powerful RefWorks Citation Manager (RCM) Add-in for Microsoft Word. Available via the Microsoft Office Store, it provides users with seamless access to their reference collection within Word.
Two versions were developed using the Office Web Add-in SDK and Office VSTO Add-in SDK, enhancing both the desktop and web-based Word experiences for academic research and collaboration.
Solution Scope and Services
MetaDesign Solutions developed the RefWorks Citation Manager add-in for seamless integration with Microsoft Word. The solution offers users read-only access to their RefWorks account, allowing in-text citations, footnotes, and automatic bibliography updates.
Two versions were built: one using the Office Web Add-in SDK for web-based Word, and another using the Office VSTO Add-in SDK for desktop.
Cross-Platform Compatibility
Using both the Office Web Add-in SDK and Office VSTO Add-in SDK, we delivered a seamless solution across desktop and web versions of Microsoft Word, enabling broader adoption among academic users.
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Real-Time Synchronization with RefWorks
The integration of real-time synchronization with the cloud-based RefWorks platform ensures users always have access to the most up-to-date reference collections, reducing citation errors.
Collaboration in Word Online
The add-in enables full collaboration within Word Online, ensuring all contributors have synchronized access to shared RefWorks Projects for simultaneous editing and citation management.
Key Challenges
Seamless Integration
Integrating the add-in with both web and desktop versions of Microsoft Word using two different SDKs (Office Web and VSTO).
Real-Time Sync
Ensuring the add-in synchronizes reference data in real-time with the user’s RefWorks account.
Collaboration Support
Enabling users to collaborate on shared documents in Word Online with synchronized references.
Citation Management Complexity
Supporting multiple citation formats, footnotes, and automatic bibliography updates in a user-friendly manner.
Cross-Platform Compatibility
Ensuring the add-in operates smoothly across Word Online, desktop, and mobile.
Results & Outcomes
The RefWorks Citation Manager add-in significantly enhanced the client’s platform by providing a robust, integrated solution for Microsoft Word users. It streamlined the citation process for researchers and students with a user-friendly interface supporting multiple citation styles, inline and footnote citations, and automatic bibliography updates.


