RefWorks Workshop 11 August 2016

How to manage your citations using RefWorks

Presented and compiled by Jen Eidelmanhttp://www.lib.uct.ac.za/

Email: jen.eidelman@uct.ac.zaPh: 021 650 2773

http://libguides.lib.uct.ac.za/refworks

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“Reference Management Software”“Bibliographic Management Software” “Citation Management Software”

Build up your OWN PERSONAL DATABASE of references

FREE at UCT

Store references SAFELY on the RefWorks server

BACK UP your references on your PC

ORGANISE your references in folders

IMPORT UNLIMITED REFERENCES from databases and the Web

SEARCH your references with the RefWorks search engine

SAVE the abstracts of articles / ATTACH files to articles

Link to FULL TEXT

Insert IN-TEXT REFERENCES into your documents

CREATE BIBLIOGRAPHIES automatically

Slide by Fiona Jones

Topics covered in workshop:

• Find RefWorks @UCT Libraries – Login page

• RefWorks LibGuide / Help in RefWorks

• Create an account

• Customise your settings

• Getting references into RefWorks

• Attach a file to a reference

• Search for references in Refworks

• Create folders

• Organise and share folders

• Move references into folders / move a reference from one folder to another

• Add references to a reference list

• Create a list of ‘favourite’ styles

• Generate a bibliography

• Write-N-Cite

• http://www.lib.uct.ac.za• Research Help• RefWorks

Please remember that if you are not on campus click the OFF CAMPUS LOGIN button to login and then choose RefWorks from the list.

Find RefWorks at UCT Libraries

OFF CAMPUS LOGIN http://www.lib.uct.ac.za

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• http://www.lib.uct.ac.za/lib/refworks• RefWorks Help:• http://libguides.lib.uct.ac.za/refworks• RefWorks – sign up for a new account• If you have an account log in to

RefWorks

Find RefWorks at UCT Libraries

Click on the page tabs to access instructional

slideshows.Click on the links for

support & instructional material from RefWorks.

http://libguides.lib.uct.ac.za/refworks

RefWorks GUIDE at UCT Libraries

Finding HELP in RefWorks

RefWorks – sign up for a new account

Create an account in RefWorks

Customise your settings

Customise your settings in RefWorks

Choose which output style you wish to appear as your default styles

Customise your settings in RefWorks

HOW DO WE GET REFERENCES INTO REFWORKS?

Import directly from certain online databases

(see: http://libguides.lib.uct.ac.za/refworks-direct-export or

http://libguides.lib.uct.ac.za/RefWorks/refworks-google-scholar

Import text files containing references from online databases

(see: http://libguides.lib.uct.ac.za/refworks-text-files

Manually enter the reference

(see: http://libguides.lib.uct.ac.za/refworks-manual-entry

Searching online catalogues within RefWorks and importing them into RefWorks.

(see: http://libguides.lib.uct.ac.za/refworks-search-online-catalogues)

RSS Feeds

(see: http://libguides.lib.uct.ac.za/refworks-rss-feeds)

• Search Google Scholar and import references into RefWorks

• http://www.lib.uct.ac.za• Databases by Platform

Direct Import – Database to RefWorks

• Search Google Scholar for references

Direct Import – Database to RefWorks

• Choose ‘settings’ to set up Google Scholar to import references into RefWorks

http://libguides.lib.uct.ac.za/RefWorks/refworks-google-scholarSEE: http://libguides.lib.uct.ac.za/RefWorks/refworks-google-scholar

Setting up Google Scholar for RefWorks

• Choose RefWorks from the Bibliography Manager drop down menu.

• SAVE your changes

Setting up Google Scholar for RefWorks

• Search for a document in Google Scholar• Import into RefWorks

Direct Import – Google Scholar to RefWorks

• Choose – Export to legacy RefWorks

Choose Legacy RefWorks until we roll out the new RefWorks

Click on‘VIEW LAST IMPORTED FOLDER’

Direct Import – Google Scholar to RefWorks

Article is imported

Click the ‘view’ button to make sure the correct information has been imported

Direct Import – Check your reference

Use the edit button to make changes

• Search Web of Science and import references into RefWorks

• http://www.lib.uct.ac.za• Databases (A-Z)

Direct Import – Database to RefWorks

Web of ScienceDirect Import to RefWorks

Change drop down menu to ‘topic’

Change timespan to limit your search to specific years

Web of Science – Import the

information (bibliographic details) to RefWorks

Tick the box next to the reference you wish to import.Click ‘Save to RefWorks’

Web of ScienceDirect Import to RefWorks

Login to RefWorks

Direct Import to RefWorks

Click on the magnify icon to view all the information that was imported

Direct Import to RefWorks

Choose EBSCOHost

Direct Import to RefWorks - EBSCOHost

Direct Import to RefWorks - EBSCOHost

Choose the databases you want to searchChoose Continue

Direct Import to RefWorks - EBSCOHost

Direct Import to RefWorks - EBSCOHost

Click on the title of the article you want to import

Direct Import to RefWorks - EBSCOHost

Direct Import to RefWorks - EBSCOHost

For a full list of all the Direct Export partners available see:

DIRECT EXPORT

http://support.proquest.com/apex/homePage?id=kA0400000004MitCAE&l=en_US

Import a reference to RefWorks by creating a text file – using PubMed as an example.

SEE: http://libguides.lib.uct.ac.za/RefWorks/refworks-text-files

How to attach files to a reference

Download & Save the pdf to your computer

Click on the edit icon

How to attach files to a reference

How to attach files to a reference

• Choose the saved file on your computer.

• Click ‘Save Reference’• Close the window X

How to open files that are attached to a reference

• Click on the paperclip to view reference

Search for references

Use the search box to search for references in your database.

A search will include searching in ATTACHMENTS if you click on the paper clip icon.

Organising your results in RefWorks

Now that you have done your research and imported your references you might want to organise them.

Create a folder in RefWorks

Click the ‘New Folder’ tab to create a new folder

Type the Name of your new folder and click ‘Create’.You also have the option of creating a subfolder. Create as many folders as you wish.

Organising your results in RefWorks

View all your folders by clicking on the ‘Organize & Share Folders’ tab

Here is the new folder we just created

Share folders – click on the green arrow icon.

Sharing is a two step process. First click on the arrow to tell RefWorks to Share the folder, then click on email this share. This folder is shared.

Share a folder

Email the address of a Shared folder

Move a reference out of a folder

To move a reference out of a folder, use the ‘Remove from folder’ icon. Do not use the delete folder icon since this will delete the reference from your database.

Hover your mouse over the grey area of the reference you want to move.The quad arrow icon will appear.Drag and drop your reference into the folder on the right of the screen.

How to get your references into folders

You’ll receive a success message ...

How to add a reference to a list

Click on the “Add to my list” iconClick on the “Remove from My List” icon to remove reference from the list.

A list is temporary –it will only be available while you are logged in to a session. Once you log out, the list will be gone.

Manage your output Stylesinto a ‘favourites’ list

Choose ‘Output Style Manager’ from Bibliography

Your favourite output styles are what you can easily access when working in RefWorks and Write-N-Cite

Manage your output Stylesinto a ‘favourites’ list

Use the Green Arrows to push a style from the RefWorks list to your ‘Favourites’ list.Here you can also search for a style and preview a style

Generate a bibliography

“Format a Bibliography from a List of References” allows you to generate a bibliography (in the output format you choose) based on all the references in your database, selected references or only references

in a specific folder.

Generate a simple reference list

• First choose the references you want to include in your reference list.

• Choose selected references from all references or• Choose selected references from a specific folder or• Choose all references on the page from ‘References to use’

Generate a bibliography

Click on the “Create Bibliography” button.

Generate a bibliography

There are many bibliography styles to choose from.

Select a style - we’re going to use the Harvard UCT style for our bibliography

Generate a bibliography

Click “Create Bibliography”

Select “References to include”. Choose the end result for your file.

If your reference list does not download automatically you will be prompted to click either one of the links below.The first link will download your Word document. The second link sends you an email with the document attached.

OR

Generate a bibliography

Save your document to your computer or to a disk

Generate a bibliography

The reference list/bibliography opens in a Word document. Save your document.

You can copy and paste your completed bibliography into your paper.

Generate a bibliography

Write-N-Cite allows you to write your paper in Microsoft Word and insert citations directly from RefWorks with the click of a button.

Then Write-N-Cite will create your in text citations and your bibliography in your paper.

Write-N-Cite

Write-N-Cite requires you to download a small (free) program that provides access to an abbreviated version of your RefWorks account while you are working in MS Word. You won’t be able to add, edit or delete references, but you will be able to search, view and cite them.

Write-N-Cite

Write-N-Cite

In RefWorks go to “Tools” then to Write-N-Cite

After you have downloaded the software, all you need to do is open Microsoft Word and you can open Write-N-Cite from there (Windows users only)

Write-N-Cite

Write-N-Cite for Windows installs a RefWorks Tab within your Microsoft Word document. Click on the RefWorks Tab to reveal the Write-n-Cite commands on the ribbon.

Microsoft Word Window

Write-N-Cite

How to use Write-N-Cite:http://libguides.lib.uct.ac.za/write-n-cite

Write-N-Cite

Thank you!

This presentation is available at:

http://libguides.lib.uct.ac.za/RefWorks/workshop2016