Introduction to RefWorks

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Introduction to RefWorks

• Library Staff Presentation
• October 22, 2004

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What is RefWorks?

• A personal bibliographic software manager
• Manages citations
• Creates bibliogaphies
• Accessible from anywhere!

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Why use RefWorks?

• Keep track of articles on a topic or several
  topics
• Create bibliographies easily and quickly in over
  200 citation styles
• All OCUL libraries participate
• Submitting an article to more than one journal
  expecting different citation styles?
• A click of the mouse will change the style to fit
  the requirements of the journal

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Accessing RefWorks

• From the Librarys homepage under
  e-reference collection ? Citation Style Guides
• http//refworks.scholarsportal.info/ (connect via
  the Proxy Service or log in using the Group Code
  if off-campus)
• Group Code RWUWaterloo

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RefWorks Login Screen
Will be given in Welcome Message
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RefWorks Interface Overview

• Menu Bar
• Help
• References
• Search
• View
• Folders
• Tools
• Folder Standard View

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RefWorks Interface
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RefWorks Interface Help
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RefWorks Interface References
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RefWorks Interface - References

• Add New Reference manual entry of bibliographic
  data
• Import data entered using an Import Filter
• Export export database to another bibliographic
  software package
• Organize Folders rename, delete, or clear
• Backup/Restore

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RefWorks Interface - Search
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RefWorks Interface - Search

• Advanced search specific/multiple fields or
  folders (see next slide)
• Lookup by Author/Descriptor/Periodical terms in
  YOUR RefWorks database
• Online Catalog or Database Z39.50 searching
  (Caution full searching capabilities of the
  catalogue or database are probably NOT available)

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RefWorks Interface Search (Advanced Search)
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RefWorks Interface - View
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RefWorks Interface - View

• Folder
• Last Imported
• References Not in a Folder
• List of Folders
• All References
• Duplicates
• Exact Match
• Close Match

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RefWorks Interface - Folders
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RefWorks Interface - Folders

• Create New Folder
• View
• Last Imported
• References Not in a Folder
• List of Folders
• Organize Folders
• Rename
• Delete
• Clear

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RefWorks Interface - Tools
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RefWorks Interface - Tools

• Write-N-Cite insert references in a Word
  document and format the paper and bibliography
• Backup/Restore
• Export References export references to another
  bibliographic manager
• View Duplicates
• Search Online Catalog or Database Z39.50 search
• Settings choose a language or update user
  information (change user name or password, create
  read-only passwords)

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RefWorks Interface Standard View
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RefWorks Interface

• Ref ID unique ID number never used again, even
  if reference is deleted
• Sort by options
• Authors, Primary
• Title, Primary
• Ref ID
• Pub Year
• Etc.

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Questions?
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Creating Folders

• You can have
• An unlimited number of folders
• An unlimited number of citations
• Your RefWorks Database consists of ALL folders

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Creating Folders
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Creating Folders
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Your Turn!

• Create a folder

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Putting References Into Folders

• In some cases, you can specify the folder when
  bringing in the references, but if not
• From the Reference List,
• Select the required references (or all, as
  needed)
• Select the folder in which to put the references

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Putting References into Folders
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Getting References into RefWorks

• Direct Export
• Import using an Import Filter
• Enter manually

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Direct Export

• About a dozen publishers/vendors make this
  feature available, including CSA, ScholarsPortal,
  EI Engineering Village 2, PubMed, EBSCO, and
  ProQuest
• A complete list is available at
  http//www.refworks.com/DEList.asp
• References will have to be put into the
  appropriate folder from after they have been
  exported into RefWorks
• Consult the Quick Start Guide (Building your
  Database) for more details, including
  database-specific directions

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Import using Import Filters

• Most other major database vendors have Import
  Filters
• A list of Filters is available at
  http//www.refworks.com/refworks/importdbs.asp
• Generally, save to a text file, and then import
  that file into RefWorks using the appropriate
  Filter
• TRELLIS Endeavor Voyager University of Waterloo

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Import Using Import Filters
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Import Using Import Filters
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Enter manually

• Use if
• There is no Direct Export
• There is no Import Filter
• The citation is not available electronically
• You have a print copy of an article
• Your item is a book (generally not included in
  journal indexes)

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Enter Manually
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Enter Manually
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Your Turn!

• Choose a favourite or often-used database
• Put some references into your folder
• Experiment with different fields to save or
  export, where available (note especially whether
  you can export/import a full-text link)

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Viewing References

• Take a look at all the filled-in fields in the
  record
• e.g. Descriptors, Abstract, personal annotations,
  etc.
• Access the full text of your article (if
  available and linked)
• Search for other articles in your database by
  Periodical, Author, or Descriptor (if available)

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Viewing References
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Viewing References
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Modifying References

• Correct mistakes
• Add an Abstract
• Add Descriptors (indexing terms)
• Annotate references using the Note or User fields
• Access from Standard View or from within record
  view

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Modifying References
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Modifying References
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Modifying References
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Modifying References
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Modifying References
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Modifying References
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Your Turn!

• Choose a record and
• Add an Abstract
• Add a Descriptor
• Annotate the record in a User field
• Do any of your records have a full-text link?
• If no, export an article from ScholarsPortal and
  try that
• If yes, does it work?

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Searching the RefWorks Database

• Search by Descriptor, Author, or Periodical
• Two methods
• Click on the term from within the record view
• Use the Search Lookup by feature

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Searching by Descriptor Lookup by feature
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Searching by Descriptor Lookup by feature
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Searching by Descriptor - Lookup by feature
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Searching by Descriptor Lookup by feature
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Searching by Descriptor from within a record
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Searching by Descriptor from within a record
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Searching by Descriptor from within a record
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Questions?
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Generating a Bibliography

• Its as simple as clicking a button and choosing
  a citation style!

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Generating a Bibliography
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Generating a Bibliography
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Generating a Bibliography
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Generating a Bibliography
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Your Turn!

• Generate a bibliography of the references in your
  folder

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Using Write-N-Cite

• Insert references from RefWorks directly into
  your Word document and generate a bibliography
• 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
• Log in to RefWorks if prompted
• Check the Always on top box (optional)
• NB Save your document before generating the
  bibliography

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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 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
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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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Using Write-N-Cite without the plug-in
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Your Turn!

• Write a short paragraph and insert at least one
  reference from your folder
• Generate a bibliography for the paragraph

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Questions?