RefWorks: Advanced

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RefWorks Advanced

• November 21, 2006

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What Well Cover Today

• Managing Your Personal Database
• Searching Your Personal Database
• Linking to the Full Text of Articles
• Using My List
• Editing a bibliographic format
• Sharing Your References
• Using Write-N-Cite (format your paper and
  generate the bibliography in WORD)
• Anything else??

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Managing Your Personal Database

• Your personal database consists of ALL your
  folders
• You can have multiple folders
• You can have the same reference in multiple
  folders
• Clear, Rename, and Delete Folders
• Move articles from one folder to another
• Remove and Delete articles (there IS a
  difference!)

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Managing Your Personal Database
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Managing Your Personal Database Organizing Folders
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Managing Your Personal Database Organizing
Folders
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Managing Your Personal Database Moving References
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Managing Your Personal Database Moving References
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Managing Your Personal Database Deleting
References

• From a specific folder
• Use Remove
• From the database
• Use Delete

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Managing Your Personal Database Deleting
References
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Managing Your Personal Database Deleting
References
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Questions??
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Your Turn!

• Create a dummy folder
• Move two or three references into the dummy
  folder
• Remove one reference in the dummy folder
• Delete the dummy folder

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Searching Your Personal Database

• Search Author, Periodical, or Descriptor
• Searches entire personal database, not just a
  particular folder
• Especially useful as your database grows larger
• Two methods
• From within a reference (view mode)
• From the menu bar

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Searching Your Personal Database From View Mode
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Searching Your Personal Database From View Mode
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Searching Your Personal Database From View Mode
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Searching Your Personal Database From the Menu Bar
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Searching Your Personal Database From the Menu Bar
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Searching Your Personal Database From the Menu Bar
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Searching Your Personal Database Adding a
Descriptor

• To a single record
• Use Edit mode for the record
• To multiple records
• Use Global Edit

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Searching Your Personal Database Adding a
Descriptor
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Searching Your Personal DatabaseAdding a
Descriptor
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Questions??
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Linking to the Full Text of Articles

• Some databases will put a URL into the reference
  automatically
• Check Availability and Links fields
• Get it _at_ Waterloo available for
• each reference
• Caution this does NOT mean that the full text is
  definitely available if UW does not subscribe
  to the publication, it wont be there!
• You can always manually enter a URL

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Linking to the Full Text of Articles
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Linking to the Full Text of Articles
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Using My List

• Allows the selection of references from multiple
  folders for TEMPORARY use
• References added to the My List folder are
  available ONLY during the current session the
  folder is cleared when you log off from RefWorks
• A bibliography can be printed from the My List
  folder

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Using My List
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Using My List
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Using My List
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Questions??
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Editing a Bibliographic Format

• Bibliographic format output style
• Personal output styles will be in red and in your
  database only they are not available to anyone
  else
• You can also edit intext citations and notes
  just choose the appropriate option

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Editing a Bibliographic Format

• Steps
• Select Bibliography or Citation type
• Choose a style closest to what you want
• Name it in the box BELOW
• Click on the Save As button
• Make your changes
• Click on the Save button
• NB Your new output style may not appear until
  you exit and reenter the Bibliography page

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Editing a Bibliographic Format
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Editing a Bibliographic Format
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Editing a Bibliographic Format
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Editing a Bibliographic Format
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Editing a Bibliographic Format
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Questions??
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Sharing Your References

• Allow other RefWorks users at UW view your
  references (e.g., course instruction)
• Read-only password
• Allow other RefWorks users at UW view and modify
  your references (e.g., working with a group of
  people on a project)
• Share your user name and password
• NB you may want to create a separate account for
  the project

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Sharing Your References View Only
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Sharing Your References View Only
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Questions??
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Using Write-N-Cite

• Insert references from RefWorks directly into
  your Word document
• Format your paper in the chosen output style
• Generate your bibliography in the chosen output
  style
• Two methods
• with the Write-N-Cite plug-in
• without the Write-N-Cite plug-in

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Using Write-N-Cite with the plug-in

• Download the Write-N-Cite plug-in (under Tools)
  and follow the directions to install it on your
  computer
• Open Microsoft Word
• Click on the Write-N-Cite icon
• RefWorks is automatically launched
• Log in to RefWorks
• Check the Always on top box (optional)
• NB Save your document before generating the
  bibliography
• NB Always work in the ORIGINAL document

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Using Write-N-Cite with the plug-in
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Using Write-N-Cite with the plug-in
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Using Write-N-Cite with the plug-in
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Using Write-N-Cite with the plug-in
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Using Write-N-Cite with the plug-in
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Using Write-N-Cite without the plug-in

• Open RefWorks
• Switch to One line/Cite View
• Open a Word document
• NB Save your document before generating the
  bibliography
• NB Always work in the ORIGINAL document
• NB To generate your final document in Word
  format, SAVE the document when prompted OPENing
  the document defaults to html format

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Using Write-N-Cite without the plug-in
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Using Write-N-Cite without the plug-in
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Using Write-N-Cite without the plug-in
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Using Write-N-Cite without the plug-in
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Using Write-N-Cite without the plug-in
Copy
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Using Write-N-Cite without the plug-in
Paste
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Using Write-N-Cite without the plug-in
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Using Write-N-Cite without the plug-in
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Using Write-N-Cite without the plug-in
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Using Write-N-Cite without the plug-in
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Questions??
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Anything Else??
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For More Information

• Consult the RefWorks Help or Tutorial
• Contact your Liaison Librarian
• Contact me
• skeys_at_library.uwaterloo.ca

Thank You!