Citation Management Software: RefWorks

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Citation Management SoftwareRefWorks
Online guide http//www.lib.ncsu.edu/guides/refw
orks

• Josh Wilson
• Physical and Mathematical Sciences Reference
  Librarian
• North Carolina State University Libraries

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Keeping track of all of your research

• How do you save all your research work?
• Bookmarking webpages is unstable, no easy way to
  organize
• Large Word or Excel files
• Notecards are great until one day you leave them
  on the bus
• Citation management software
• Saves all references from most databases in ONE
  place

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How Citation Managers Work
Web of Science CAB abstracts Saved citations
Other databases and sources Saved citations
Books from catalog Saved citations
Export

• ONE PLACE
• Access from anywhere
• Links back to articles, saved PDFs
• Organize citations into multiple folders
• Create bibliographies

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Different products

• RefWorks
• Free for NCSU students, internet-based, available
  through Libraries site
• Library support available!
• Zotero
• Free, browser-based, works with Firefox
• Library support available!
• EndNote
• Costs 100, standalone software installed on
  your computer
• No choice is permanent! Easy to export between
  them if your needs change

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Different products

• Well talk about RefWorks today
• Easy to use and demonstrate
• Stable
• Free
• Recommended for anyone
• If you think another product suits your work
  better later on, its easy to change

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RefWorks account

• Lets take a few minutes now to create a RefWorks
  account
• Not related to unity ID/password
• It can be, but probably shouldnt
• Im not going to stop you

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Its easy to organize all references into folders
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How do you save things in RefWorks?
In general

• Export citations to a file.
• Go into RefWorks.
• 3. Import.

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Exporting and importing

• Usually straightforward
• Just follow a few steps, no specialized computing
  skills required
• Lets see how to do it in a couple of different
  databases

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Then from within RefWorks, import the file
Just specify the database you pulled the
references from
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RefWorks exercise

• Do the first exercise on your handout to learn
  how to import citations manually
• Well learn how to do it this way first, then see
  that some databases support direct importing
• Follow the instructions to import these citations
  into your RefWorks account
• Ask me if you get stuck!

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Getting citations into RefWorks

• Exporting/importing requires slightly different
  steps depending on the database
• But conceptually, always the same
• Look for specific instructions in the RefWorks
  guide
• Some databases make it even easier

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Even easier Some databases support direct
exporting into RefWorks
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RefWorks exercise 2

• Follow the exercise instructions to import more
  citations from other databases and the library
  catalog
• This time well use direct importing
• Much easier, but not always supported
• Ask if you need assistance!

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Manual creation of references

• Not recommended, but sometimes necessary
• Note you can also edit existing references
• This is more common
• Mostly its just good to know what kind of
  information is actually saved in here
• You may need to edit citations manually
  importing isnt always perfect

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Manual EDITING of references

• Same as creation
• Not recommended, but sometimes necessary
• Note you can also edit existing references
• This is more common
• Mostly its just good to know what kind of
  information is actually saved in here
• You may need to edit citations manually
  importing isnt always perfect

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Lets revisit organizing folders How do you move
citations around?
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Extra stuff you can do

• Find saved papers with FindText link
• Share an account
• Work with a group on a research project
• Everyone can save to the same account, create a
  shared literature database
• Create a bibliography
• RefGrab-It
• Write-N-Cite

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RefWorks exercise 3

• Follow the exercise instructions to make a
  bibliography

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RefGrab-It

• Use it to grab citations off database pages
• Also use it to save websites

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Write-N-Cite

• An extension for MS Word that integrates your
  RefWorks citations
• Add references to text as you write
• See Write-N-Cite in action
• http//screencast.com/t/mem8RR4w

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You CAN take it with you

• Accounts are through the library, but you can
  export your work
• Take it with you to other institutions or other
  software and import

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Different products

• Another word on Zotero
• Free, evolving product
• Highly recommended for Firefox users
• Often even easier to use that RefWorks
• EndNote?
• Many loyal users, but not supported at the
  Libraries at this time

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Getting citations into Zotero

• All citation managers work mostly the same
• Export from database, catalog, webpage, etc.
• Import into citation manager
• Most modern citation managers work with nearly
  all databases
• Zotero has a drag drop function that makes this
  even easier for most databases

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Saving a website
Save several citations
Save an individual citation
Saving a book
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Organize using folders and subfolders Drag and
drop imported citations easy!
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Zotero also saves snapshots and/or attachments,
which you can annotate
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You can also add notes and tags to citations to
better organize them.
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Creating a bibliography

• Eventually youll write something and need to
  cite all the references youve collected
• Zotero automatically creates bibliographies for
  you
• Hundreds of styles available, although note that
  CBE/CSE is not one of them (yet)

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Drag and drop from Zotero/Firefox into Word
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Or right-click selected citations to create a
bibliography.
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Getting help later

• NCSU Libraries guides
• http//www.lib.ncsu.edu/guides/refworks/
• http//www.lib.ncsu.edu/guides/zotero
• Ask-A-Librarian
• http//www.lib.ncsu.edu/libref