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How to manage your citations
using RefWorks
Presented and compiled by Jen Eidelman
http://www.lib.uct.ac.za/
Email: jen.eidelman@uct.ac.za
Ph: 021 650 2773
Slide by Fiona Jones
YOU NEED
Slide by Fiona Jones
“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
Find RefWorks at UCT Libraries
Go to: http://www.lib.uct.ac.za
Go to ‘Research Help’ and then click on ‘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.)
Click on ‘Log in to
RefWorks’
to login
or
to sign up for a new
account
Sign up to RefWorks at UCT Libraries
RefWorks
HELP
Sign up to RefWorks at UCT Libraries
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
 Use ‘RefGrab It’ to import information from a website.
(see: http://libguides.lib.uct.ac.za/refworks-refgrabit)
 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)
Click on the page tabs above to access instructional slideshows.
Click on these links for support & instructional material from RefWorks.
http://libguides.lib.uct.ac.za/refworks
Find RefWorks GUIDE at UCT Libraries
Finding HELP in RefWorks
DIRECT IMPORT
using Web of Science
http://www.lib.uct.ac.za
From ‘Search & Find’ choose Databases
CHOOSE WEB OF SCIENCE
Web of Science
Direct Import to RefWorks
Change drop
down menu to
topic
Change timespan to limit your search
to specific years
Web of Science
Click SFX
The full text is available from
ScienceDirect
Click on the GO button.
Web of Science - SFX
SFX will tell you if the article is available in full text or not.
There is also a link here to the library
catalogue (ALEPH) if you want to see if
the print version is available.
Click on Download
PDF to get the full
text.
Save the article to
your computer
Web of Science – Save the article
Tick the box.
Export the information (bibliographic details) to RefWorks
Web of Science – Save 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
Check the author, title, periodical name,
volume, issue, page numbers, edition, publisher,
year of publication and any other information
needed for the bibliography style you need to
use.
Use the edit button to make any changes.
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 and click
‘open’
How to open files that are attached to a
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.
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
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” icon
Click 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.
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
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/workshop2015

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Introduction to RefWorks by Jen Eidelman

  • 1. How to manage your citations using RefWorks Presented and compiled by Jen Eidelman http://www.lib.uct.ac.za/ Email: jen.eidelman@uct.ac.za Ph: 021 650 2773
  • 3. YOU NEED Slide by Fiona Jones
  • 4. “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
  • 5. Find RefWorks at UCT Libraries Go to: http://www.lib.uct.ac.za Go to ‘Research Help’ and then click on ‘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.)
  • 6. Click on ‘Log in to RefWorks’ to login or to sign up for a new account Sign up to RefWorks at UCT Libraries RefWorks HELP
  • 7. Sign up to RefWorks at UCT Libraries
  • 8. 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  Use ‘RefGrab It’ to import information from a website. (see: http://libguides.lib.uct.ac.za/refworks-refgrabit)  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)
  • 9. Click on the page tabs above to access instructional slideshows. Click on these links for support & instructional material from RefWorks. http://libguides.lib.uct.ac.za/refworks Find RefWorks GUIDE at UCT Libraries
  • 10. Finding HELP in RefWorks
  • 11. DIRECT IMPORT using Web of Science http://www.lib.uct.ac.za From ‘Search & Find’ choose Databases
  • 12. CHOOSE WEB OF SCIENCE
  • 13. Web of Science Direct Import to RefWorks Change drop down menu to topic Change timespan to limit your search to specific years
  • 15. The full text is available from ScienceDirect Click on the GO button. Web of Science - SFX SFX will tell you if the article is available in full text or not. There is also a link here to the library catalogue (ALEPH) if you want to see if the print version is available.
  • 16. Click on Download PDF to get the full text.
  • 17. Save the article to your computer Web of Science – Save the article
  • 18. Tick the box. Export the information (bibliographic details) to RefWorks Web of Science – Save to RefWorks
  • 20. Direct Import to RefWorks
  • 21. Click on the magnify icon to view all the information that was imported Direct Import to RefWorks
  • 22. Check the author, title, periodical name, volume, issue, page numbers, edition, publisher, year of publication and any other information needed for the bibliography style you need to use. Use the edit button to make any changes.
  • 23. Click on the edit icon How to attach files to a reference
  • 24. How to attach files to a reference
  • 25. Choose the saved file on your computer and click ‘open’
  • 26. How to open files that are attached to a reference
  • 27. 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.
  • 28. 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
  • 29. Organising your results in RefWorks Now that you have done your research and imported your references you might want to organise them.
  • 30. 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.
  • 31. 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.
  • 32. 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
  • 33. Email the address of a Shared folder
  • 34. 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.
  • 35. 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 ...
  • 36. How to add a reference to a list Click on the “Add to my list” icon Click 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.
  • 37. 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.
  • 38. 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
  • 39. Generate a bibliography Click on the “Create Bibliography” button.
  • 40. 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
  • 41. Generate a bibliography Click “Create Bibliography” Select “References to include”. Choose the end result for your file.
  • 42. 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
  • 43. Save your document to your computer or to a disk Generate a bibliography
  • 44. 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
  • 45. 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
  • 46. 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
  • 47. Write-N-Cite In RefWorks go to “Tools” then to Write-N-Cite
  • 48. 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
  • 49. 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
  • 50. How to use Write-N-Cite: http://libguides.lib.uct.ac.za/write-n-cite Write-N-Cite
  • 51. Thank you! This presentation is available at: http://libguides.lib.uct.ac.za/RefWorks/workshop2015