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RefWorks Advanced
      Search and Lookups

RefWorks offers several ways to search through your database.
 In this section, we‟re going to take a look at Advanced search
                   and using Lookups to locate your references.
RefWorks Advanced Search and Lookups




                    1. The „Quick Search‟ box
  2. In the         searches all fields including
  toolbar go to     .pdf and .txt file attachments
  „Search‟ and      if desired, and also returns
  then „Advanced    results that include parts of
  Search‟.          the word („art‟ returns „heart‟,
                    „part‟, for example).
RefWorks Advanced Search and Lookups
                   Here you have the option to save
                   your search strategy, which would
                   allow you to easily re-run it as
                   frequently as you would like. Simply
                   give your strategy a name here and
                   when you click the „Search‟ button
                   the strategy will be saved (we‟ll
                   show you how to access this later in
                   the tutorial). If you don‟t want to
                   save a search strategy, simply leave
                   the „Search Name‟ box empty.
RefWorks Advanced Search and Lookups



                   4 Fields to search



 Anywhere
                The Advanced Search allows you to create
                a search strategy of up to 4 fields of
                information (with one of the fields being
                „Anywhere‟). You can also search your .pdf
Attachments     and .txt file attachments by selecting
                „Attachments‟ as a field to search…
RefWorks Advanced Search and Lookups




         You can connect multiple fields and terms
         together using Boolean operators
         (AND, OR, NOT).

         In addition to creating a search
         strategy, you can also limit your search to a
         specific folder (or folders).
RefWorks Advanced Search and Lookups




   For most fields you also have the option to „Search for
   Empty Field‟. This option will search and display results
   that do not have any data in the field you have
   selected. The only fields that do not have this option
   are Reference Type, Source Type, Ref ID, Attachments,
   Anywhere, All Authors or All Periodicals.
RefWorks Advanced Search and Lookups




              We‟ll conduct a search on the word „Emperor
              (Anywhere) AND Butler (All Authors) AND
              2006 (Pub Year). We‟ll also limit the search
              to the Penguins folder. We will save the
              search strategy as „Emperor & Butler‟.
RefWorks Advanced Search and Lookups




            Save the search
                   Click OK
RefWorks Advanced Search and Lookups




  In the result of the search you will see that the search terms
  are highlighted. Viewing the complete reference will illustrate
  where RefWorks found all the search terms.
RefWorks Advanced Search and Lookups




             Viewing the complete reference will
             illustrate where RefWorks found all the
             search terms.
RefWorks Advanced Search and Lookups




A few things to know about the Advanced Search – in all fields except
„Descriptor‟, Advanced Search is similar to the „Search RefWorks‟
feature in that it looks for embedded terms. If you type in the word
“art” in the Descriptor field, you find only references with the word
„art‟ as a descriptor; you will not find words like „heart‟ or „part‟. So,
to reiterate, only in the „Descriptor‟ field does the „Advanced Search‟
look for the exact search word.
RefWorks Advanced Search and Lookups




Another thing to note is that if you search on a phrase (more than one
word in the same field), „Advanced Search‟ looks for the words in the
exact order. For example, searching on „Emperor Penguins‟ in the title
field will only display records with those two words in that order…not
titles with Emperor or just the word Penguins (you‟d need to use two of
the Advanced Search Fields to construct that Boolean Search.)
RefWorks Advanced Search and Lookups




   Now go to „View‟ in the toolbar, move to „Saved Search
   Results‟ and then choose Emperor & Butler.
RefWorks Advanced Search and Lookups




Since we have not added any new references that meet our search
criteria, we have the same results as before. However, each time you
select a „Saved Search‟, it searches your complete database so any
newly added references that meet your search criteria will appear in the
results list.
RefWorks Advanced Search and Lookups




      To change a saved search:
      Go to „Search‟, „Advanced Search‟.
RefWorks Advanced Search and Lookups




              In the saved search box, click on the
              drop down menu to display your saved
              searches and select the search you want
              to change. Make any changes and then
              „Save‟ it (or click the Search button to
              save and run the modified search).
RefWorks Advanced Search and Lookups
Another way to search references is to locate groups using the
Author, Periodical or Descriptor Lookups. These Lookups are just
alphabetical indexes of those specific fields.




                              Go to „Search‟ and then click on „Lookup
                              by Author‟ (which is an alphabetical
                              listing of your references by author).
RefWorks Advanced Search and Lookups




       You can navigate through the Lookups by
       selecting a letter from the A-Z list or using
       the „Quick Search‟ from the Search RefWorks
       box.
RefWorks Advanced Search and Lookups
     Once you locate the term you are looking for (in this
            example the author name) you can:


          View all records related to that term. (Click on the link).


 Edit the term in those records (all at the same time).

 Delete that particular information from that field only.
RefWorks Advanced Search and Lookups
        The best way to change a specific author name (or
        descriptor or periodical name) is to use the „Edit‟ link
        on the „Lookup‟ page.
RefWorks Advanced Search and Lookups




  Using the „Edit‟ link on the Lookup page allows you to change
  only that specific term (name, descriptor or periodical
  depending on which Lookup you are using). The delete option
  only deletes the term from the reference. It does not delete
  the reference itself.
RefWorks Advanced Search and Lookups




  To change the author name, simply enter the replacement
  term (or use the term assistant). Click OK.
RefWorks Advanced Search and Lookups


        The Lookups are a great way of easily
        locating records as well as making
        sure certain fields of information are
        consistent throughout your
        references (ultimately giving you
        better bibliographic results).

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RefWorks Advanced Search And Lookups

  • 1. RefWorks Advanced Search and Lookups RefWorks offers several ways to search through your database. In this section, we‟re going to take a look at Advanced search and using Lookups to locate your references.
  • 2. RefWorks Advanced Search and Lookups 1. The „Quick Search‟ box 2. In the searches all fields including toolbar go to .pdf and .txt file attachments „Search‟ and if desired, and also returns then „Advanced results that include parts of Search‟. the word („art‟ returns „heart‟, „part‟, for example).
  • 3. RefWorks Advanced Search and Lookups Here you have the option to save your search strategy, which would allow you to easily re-run it as frequently as you would like. Simply give your strategy a name here and when you click the „Search‟ button the strategy will be saved (we‟ll show you how to access this later in the tutorial). If you don‟t want to save a search strategy, simply leave the „Search Name‟ box empty.
  • 4. RefWorks Advanced Search and Lookups 4 Fields to search Anywhere The Advanced Search allows you to create a search strategy of up to 4 fields of information (with one of the fields being „Anywhere‟). You can also search your .pdf Attachments and .txt file attachments by selecting „Attachments‟ as a field to search…
  • 5. RefWorks Advanced Search and Lookups You can connect multiple fields and terms together using Boolean operators (AND, OR, NOT). In addition to creating a search strategy, you can also limit your search to a specific folder (or folders).
  • 6. RefWorks Advanced Search and Lookups For most fields you also have the option to „Search for Empty Field‟. This option will search and display results that do not have any data in the field you have selected. The only fields that do not have this option are Reference Type, Source Type, Ref ID, Attachments, Anywhere, All Authors or All Periodicals.
  • 7. RefWorks Advanced Search and Lookups We‟ll conduct a search on the word „Emperor (Anywhere) AND Butler (All Authors) AND 2006 (Pub Year). We‟ll also limit the search to the Penguins folder. We will save the search strategy as „Emperor & Butler‟.
  • 8. RefWorks Advanced Search and Lookups Save the search Click OK
  • 9. RefWorks Advanced Search and Lookups In the result of the search you will see that the search terms are highlighted. Viewing the complete reference will illustrate where RefWorks found all the search terms.
  • 10. RefWorks Advanced Search and Lookups Viewing the complete reference will illustrate where RefWorks found all the search terms.
  • 11. RefWorks Advanced Search and Lookups A few things to know about the Advanced Search – in all fields except „Descriptor‟, Advanced Search is similar to the „Search RefWorks‟ feature in that it looks for embedded terms. If you type in the word “art” in the Descriptor field, you find only references with the word „art‟ as a descriptor; you will not find words like „heart‟ or „part‟. So, to reiterate, only in the „Descriptor‟ field does the „Advanced Search‟ look for the exact search word.
  • 12. RefWorks Advanced Search and Lookups Another thing to note is that if you search on a phrase (more than one word in the same field), „Advanced Search‟ looks for the words in the exact order. For example, searching on „Emperor Penguins‟ in the title field will only display records with those two words in that order…not titles with Emperor or just the word Penguins (you‟d need to use two of the Advanced Search Fields to construct that Boolean Search.)
  • 13. RefWorks Advanced Search and Lookups Now go to „View‟ in the toolbar, move to „Saved Search Results‟ and then choose Emperor & Butler.
  • 14. RefWorks Advanced Search and Lookups Since we have not added any new references that meet our search criteria, we have the same results as before. However, each time you select a „Saved Search‟, it searches your complete database so any newly added references that meet your search criteria will appear in the results list.
  • 15. RefWorks Advanced Search and Lookups To change a saved search: Go to „Search‟, „Advanced Search‟.
  • 16. RefWorks Advanced Search and Lookups In the saved search box, click on the drop down menu to display your saved searches and select the search you want to change. Make any changes and then „Save‟ it (or click the Search button to save and run the modified search).
  • 17. RefWorks Advanced Search and Lookups Another way to search references is to locate groups using the Author, Periodical or Descriptor Lookups. These Lookups are just alphabetical indexes of those specific fields. Go to „Search‟ and then click on „Lookup by Author‟ (which is an alphabetical listing of your references by author).
  • 18. RefWorks Advanced Search and Lookups You can navigate through the Lookups by selecting a letter from the A-Z list or using the „Quick Search‟ from the Search RefWorks box.
  • 19. RefWorks Advanced Search and Lookups Once you locate the term you are looking for (in this example the author name) you can: View all records related to that term. (Click on the link). Edit the term in those records (all at the same time). Delete that particular information from that field only.
  • 20. RefWorks Advanced Search and Lookups The best way to change a specific author name (or descriptor or periodical name) is to use the „Edit‟ link on the „Lookup‟ page.
  • 21. RefWorks Advanced Search and Lookups Using the „Edit‟ link on the Lookup page allows you to change only that specific term (name, descriptor or periodical depending on which Lookup you are using). The delete option only deletes the term from the reference. It does not delete the reference itself.
  • 22. RefWorks Advanced Search and Lookups To change the author name, simply enter the replacement term (or use the term assistant). Click OK.
  • 23. RefWorks Advanced Search and Lookups The Lookups are a great way of easily locating records as well as making sure certain fields of information are consistent throughout your references (ultimately giving you better bibliographic results).