Indispensable tools for research at its best

RefWorks 2.0

Simple ! Powerful ! Loved !The next generation of research

management—for subscribing institutional customers.

RefWorks 2.0 fundamental Alan Tang - 2012

- 2 -

Agenda

• Access and sign-up an account with RefWorks• Navigating around RefWorks• Adding References in different ways• Exporting specific references• Search references• Organizing References with Folders• RefShare / attachments• Cite and Create Bibliographies• How can I learn more

- 3 -

Access RefWorks

RefWorks 2.0

- 4 -

- 5 -

The name of your institute should show up here

- 6 -

Login with UN/PW

In the Campus

Enter Group Code

Remote accesshttp://www.refworks.com/refworks

RefWorks 2.0 - loginIndentify yourself by typing in your user name and password

- 7 -

RefWorks 2.0 - sign-up an account

1. Click Sign up for a new Account to create a RefWorks personal account2. Fill in the form and click Create Account

- 8 -

After you create your account, you will see a page like this – an empty database containing no references

From the menus here, you can access many of the

features in Refworks

You will see your references here, This is a new database, so right now this area is empty

Tools here helps you to organizes your references

and folders

There is always a search box here to search within your RefWorks database

- 9 -

The navigation string shows you where you are in your

RefWorks database

This is a collapsible sidebar which offers Folders information and Quick

Access to some features..

Links at the top, you can change the language of interface, update your profile, Customize

your preferences, Log out etc.

- 10 -

Adding references

• Direct Import

• Text file

• Searching Online

Catalogs

• Manual

- 11 -

Direct import

• Library catalog of CGST

• EBSCO

Example:

culture

中神圖書館目錄 – IPAC2.0

- 15 -

In case you hasn’t login RefWorks yet

- 16 -

If you already logged in RefWorks

Click “view Last Imported Folder ” to view references you imported just now

- 17 -

Select records and add to folder

Direct import from EBSCO

Click <Folder View>

Select results to export

Click <Export>

Select “Direct Export to Refworks”

Click <Save> to export

Click “view Last Imported Folder ” to view references you imported just now

Click the magnifier icon to view the full reference

Click “view Last Imported Folder ” to view references you imported just now

- 31 -

Import from text file

OCLC First Search

Example:

勾選所要匯出到RefWorks 的記錄

按<Export> 匯出

勾選匯出至文字檔

按 <Export>儲存成文字檔

- 35 -

Adding References

By searching online

catalogs

- 36 -

By Searching Online Catalog

Go the Select menu and select Online Catalog or Database

- 37 -

By Searching Online Catalog

- 38 -

By Searching Online Catalog

- 39 -

By Searching Online Catalog

Select References to import to Refworks and click Import button down at the bottom

- 40 -

Adding References

Manual entry

- 41 -

Adding New References Manually

Click References > Add New or New Reference button

- 42 -

Adding new References manually

- 43 -

- 44 -

- 45 -

Exporting References

Export your references in different

formats

- 46 -

Exporting references

- 47 -

Exporting References

1. Select folder of references and format to export2/ Click Export button to export in text file.

- 48 -

Search References

Search your References Stored in

RefWorks

- 49 -

Search References

- 50 -

Advanced Search

- 51 -

Advanced Search

keyword

- 52 -

Advance search

- 53 -

Organizing References with Folders

• Create new folder

• Moving references between

folders

- 54 -

Creating New Folder

When you import references they are added to the Last Imported Folder.You may want to create folders to group references by subject, project or any other purpose.

- 55 -

Creating New FolderClick New folder1

Fill-in new folder name and click Create button2

Test 123

- 56 -

Moving References between Folders

Under References to Use, select which reference you want to add to the new folder.

- 57 -

Moving References between Folders

These references new show the new folder name here

You can click the tab to list all your folders

- 58 -

Organizing References with Folders

You can jump to any folder by clicking on its name

You can also click this icon to update your folder

- 59 -

Share Folders

You can also click this icon to setup share folder

- 62 -

Upload attachments

Adding attachments to a

reference

- 63 -

Upload attachments

Just like adding attachments to your email, RefWorks allow user to add unlimited number of attachments to

your references.

Support Format of attachment including:· BMP, TIFF, JPEG, PNG, GIF, PDF· Microsoft® office files· Equation· Chemical structure· Technical drawing· and more……..

- 64 -

Upload Attachments Click Edit icon of the reference1

Click “Browse” to select file2

Click Add attachment button to upload3

Click EDIT icon to begin edit mode

- 65 -

Unlimited number of attachments(no

more than 20 MB each) in one single

reference

- 67 -

Cite and Create Bibliographies

• Format a Bibliography from a List of References

• Format Paper and Bibliography (using Write-N-Cite)

- 68 -

Format a Bibliography from a List of References

- 69 -

The new Write-N-Cite

Using New Write-N-Cite with MS Word

- 70 -

The new Write-N-Cite

• Integrates into MS Word ribbon• Seamless online and offline experience• Ability to share across platforms (PC and Mac)• Inserts fully formatted citations, footnotes and

bibliography – no more citation placeholders!• For advanced needs - optional bibliography

formatting modifications can be made within WNC (changing line spacing of a style, modifying indent and more)

- 71 -

Compatibility

The new Write-N-Cite for Windows is compatible with:

- MS Word 2007 and 2010- Windows XP, Vista and Windows 7

The new Write-N-Cite for Mac is compatible with:

- MS Word 2008 and 2011- Mac OS X 10.5-10.7

WNC for MAC has the same features and functions as WNC for Windows and documents may be shared across platforms.

- 72 -

Installation of the new Write-N-Cite

- 73 -

WNC can be found in Word toolbar

Click on RefWorks to launch the new Write-N-Cite

Logging inYou log in to your RefWorks account the first time, however, you don’t need to log out, unless you are on a public computer. Remaining logged in speeds up your work and enables you to go offline at any time.

Logging InYou enter your group code, user name and password to log in, OR you can get a WNC login code from the WNC Installation page within your RefWorks account. The login code is unique to each account and only valid for 4 hours (you only need the code once, unless you log out and then you will need a new code from the installation page).

Syncing your databaseAfter you log in the first time, Write-N-Cite will automatically “sync” with your RefWorks account. This may take a few minutes. It is downloading your references and preferred output styles. Each time you open a document in Word (and are accessing the Internet), Write-N-Cite will automatically check your RefWorks account and download any newly added references or changes to your Output Style Manager. The red progress bar at the bottom of the document shows the database is syncing.

Picking your output style

Before you start writing, you may want pick your output style. Click on “Style” and select one of our “popular styles” or one of your “favorites” that you’ve added via the Output Style Manager.

Inserting citations

Click “Insert Citation” to launch the insert/edit box.

Insert/Edit Citation Box

You can access referencesby folders or view all references(which you can sort by author, yearor title).

Insert/Edit Citations box

You can also search using the search box, which will search every field….

Viewing your references

Mouse-over a reference to see the full title….

Viewing your references

Right click to view the full reference (excluding file attachments)

Inserting a citation

When you select a reference, You will see a preview of the formatted citation and it will also display at the bottom shouldyou want to re-order how the references are displayed in-text.

Inserting a citationYour citation is inserted into your paper fully formatted in theoutput style you selected…

Inserting a bibliography

You can insert your bibliography anywhere in your paper and watch your bibliography format while you write.

Editing citations

Preview the citation before insertingit into your paper. You can even editthe citation – adding information to it or hiding it altogether.

Footnotes

You can easily turn any citation into a footnote. Just mark the “Make Footnote” option. You willsee a preview of the footnote inthe citation preview box.

Formatted Footnote

Editing citationsRight mouse-click or double click on a selected citation to edit it.

Editing citations

To insert multiple references inone citation, you need to double-click on each one in the folder or reference view.

Converting old documents

Write-N-Cite III documents shouldautomatically convert when you launch the document with the newWrite-N-Cite, however, there is alsoan option to convert an old documentor remove field codes stored in Word.

Extras

In addition to the citation and bibliography area of the new Write-N-Cite Toolbar, there is a section called “Extras” where you can:

- Sync your database - Remove field codes- Open your RefWorks account

- 93 -

How can I learn more?

- 94 -

RefWorks Webinars

www.refworks-cos.com/training

- 95 -

Tutorials

http://www.refworks-cos.com/refworks/tutorials

- 96 -

Help Database

- 97 -

Screencasts at YouTubehttp://www.youtube.com/ProQuestRefWorks

- 98 -

LibGuides - Refworks

http://refworks.libguides.com/home