Before class begins…

Help us to assess this session and plan for future workshops

Please complete the Advanced Refworks Pre-learning assessment

at:http://tinyurl.com/RWAssessment

Should take no more than 3-5 minutes.

FALL 2011

JACKIE STAPLETON, LIAISON LIBRARIAN

MARTHA LAUZON, LIBRARY ASSOCIATE

RefWorks ADVANCED

Overview

Today we will try to cover...

Search within Refworks Customize your Refworks interface Add Attachments RefShare Write N Cite (WNC) Modify Output styles Work offline Alumni services Your questions

Prerequisites for this session:

•Strong familiarity with RefWorks •A working account with at least 10 citations in it

Open your Refworks account and let’s get started!

New! Subfolders

Let’s create a subfolder together

Searching within Refworks

Search Refworks database Advanced Lookup (index of all the terms in

your database)

Advanced Search All fields are searchable Search for empty fields (i.e. doi

numbers)

Search by author, periodical (journal)

Good means of identifying errors in database

Author list List of all author names in the

database List of all the journal (periodical)

titles

Edit link will change all records with this entry (global edit)

Same author (Dr. David Hammond)two records uses initials (Scopus import)one record uses full name (Web of Science import)

Refworks assumes these are different authors

Note: one record includes french subtitle for journal name

Let’s look at my journal titles and see if there are any records I need to tidy

List of Hammond articles

For the next 5 minutes,

Search your database Try searching different fields

Use the Lookup to tidy up your database! Identify problem author names or journal titles and edit

Do you have any empty fields? Use Advanced search to find fields containing no data

Customize your Refworks account

Set your own preferences:

Number of references displayed per page

Add reference styles to options for Display (APA, MLA, etc.)

Change sort (author, title, RefID...) Select language

Rename User Defined Fields Is anyone using these? If so, how?

I’ll demonstrate some of these options in my account.

Add notes to your imported records: Global Edit

Make changes to a batch of records Add your own notes to an imported list of references

Add information to fields Move data from one field

to another Delete fields Replace: find text and then

replace with another (good for spelling mistakes)

I’ll demonstrate how to add comments to an imported list of records

Attachments

Add files to an individual record Any type of computer file (pdf article, image, word document, etc.) up to

20 MB Access your files from any Internet location Will not be shared when using RefShare No limit to the number of files you can attach (see About this Database to

monitor size of account)

RefShare

Share entire database or single folder Share with a single person or uWaterloo community Recipient can access references but do not have access to your

Refworks account Recipient can print, export, create bibliographies (you decide their

access) Cannot share attach

Follow along with me:

Open Organize & Shared Folders

uWaterloo Shared area

Shared with all UW Refworks users

Follow along with me to view Shared Area and export references to your account.

Modify output styles

Why? Edit a style to match the Instructions for Authors when

submitting an article for publication Create an annotated bibliography Start with a similar style, then edit (don’t start from

scratch!)

WriteNCite III: updates

WNC not compatible with the new MacOS, Lion WNC not compatible with Word 2011 (Mac) WNC often has trouble working with .docx files. Please

resave as a .doc IE9 users will need to turn on Compatibility Mode in order to

have full functionality (they will otherwise be unable to edit the Title field when entering references manually)

Write-N-Cite III

Use the “Edit citation” function in WNC III to edit or remove citations in your Word document.

Only way to fully remove the coding stored in MS Word. Deleting by using CTRL-X or highlighting and pressing Delete may

cause problems when the document is formatted i.e. Error message ”Length is null or not an object”

Activity:

1. Create a word document several paragraphs long.

2. Add citations to the text (at least 4)

3. Use the ‘edit citation’ tool to remove one these citations

Activity:

1. Create a word document several paragraphs long.

2. Add citations to the text (at least 4)

3. Use the ‘edit citation’ tool to remove one these citations

Write-N-Cite III: Tools

Display Unformatted Citations Move between formatted and unformatted

{{ }} versions of your Word document

Convert to WNC III Document:Revert to WNC v.2 Document: Move between WNC III and WNC v.2 versions

of your Word document Useful if you want to share with a Mac WNC

users or with a Windows WNC v.2 user. Sometimes useful when troubleshooting

documents which have errors when trying to format

Remove Field Codes: Remove all hidden coding from a formatted document Useful for submission to journal publisher All WNC coding is lost forever! Save a copy under a different name.

Activity:

1. Add more citations to your Word document.

2. Use Create bibliography and Display Unformatted Citations to move back and forth between formatted and unformatted version

3. Revert the document to WNC v.2.

WNC: Working offline

You can use Write-N-Cite III even in a location with no Internet connection. This is called ‘Working Offline’. You can:

download your references to a computer (must be online to do this) access those references while writing your paper Write-N-Cite III will function the same as if you were online

You must repeat this process if you add new references to your Refworks account

Alumni service

“All alumni of subscribing academic institutions will have life-long access to RefWorks. Access will continue to be available

to an institution’s alumni as long as that institution subscribes. “

Is there anything else you want to know?