Managing Your References with RefWorks 2.0

1
Managing Your References with RefWorks 2.0 Your
personal reference database _at_Internet
2
RefWorks

• Web-based Bibliographic Management Tool
• Create your own reference databases
• Import references from library catalogues
  databases
• Manage organize your references in (sub)folders
• Adding your own keywords comments
• Create in-text citations reference list in
  preferred style
• Accessible by any computers connected to Internet

3
What we will learn today

• Create an account
• Import references
• Manual input
• From databases
• Use RefGrab-It to import webpage references
• Organize references into (sub)folders
• Search references
• Create bibliography
• Use Write-N-Cite to create citations
• Read only access
• Share references
• RefMobile

4
Create your RefWorks account
5
Create/Access your RefWorks account

• Click the RefWorks link at library web site

6
RefWorks Login
Useful Help for RefWorks
7
Remote Access

1. Go to http//www.refworks.com
2. Use the Group Code to login (HKIEd members only)
3. Login personal account for HKIEd users

Enter Group Code
Get the Group Code
8

1. RefWorks User Login for HKIEd
2. Sign up / Login

1
2
9

• Sign up for a new RefWorks account

10
The menu bar allows you to access all
functionalities of RefWorks. Simply move your
mouse pointer over the entries and further
options will drop down.
11
Input Record Manually

• Add references to RefWorks manually
• References gt Add New
• View fields used by gt e.g. APA
• Select Ref Type gt e.g. Book, Whole
• Enter data in fields with ? if there is any
• Save Reference

12
1
13
Select Bibliography Style
2
14
.. More fields
15
Select Reference Type
3
16
Enter data
4
5
Save record
17
Author Format

• Enter last name, followed by a comma, first name
  (or first initial followed by a period), and
  middle initial followed by a period.
• Each author name must be separated by a
  semi-colon.
• Example
• Smith,J. R. Jones,Robert K. Adams,Mary

18
7
6
Edit record
View record
19
Exercise

• Input data for a book and save the record
• Shambaugh, D. (Ed.). (2000). The modern
  Chinese state. New York Cambridge University
  Press.

20
Attachments

• You can attach files associated with the
  bibliographic information stored in RefWorks
• BMP, TIFF, JPEG, PNG, GIF
• PDF
• Excel
• Powerpoint
• Equation
• Chemical structure
• Technical drawing, etc.

21
Browse for file to attach
22
(No Transcript)
23
Indicate record with attachments
24
Scroll down to see the fields

1. You can add your own comments in other fixed and
   15 user-defined fields.
2. Use Customize gt User Field Options to change
   the field labels

25
Import References from Databases
26
1
2
27
Steps for import references from different
databases
28
Import references from HKIEd Library Catalogue

• 1. At the Library Catalogue
• Record found
• Click Save Records / Saved Marked Records
• Click View Saved
• Select Full Display format
• Save file to Local Disk

29
1. Format of List Full Display 2. Save to Local
Disk
1
2
30
Import references from HKIEd Library Catalogue

• 2. At RefWorks
• References gt Import
• Import Filter gt Hong Kong Institute of Education
• Database gt Hong Kong Institute of Education
  Library Catalogue
• Browse for the saved file
• Encoding gt UTF-8 (for Chinese records)
• Click Import

31
1
2
3
4
5
32
You can also import records from HKALL by the
same method
1
2
33
Or you can export the record to RefWorks
one-by-one
34
Exercise

• Go to HKIEd Library Catalogue
• Search for Author Hutton, Christopher
• Save and export all found records
• Import the records to your RefWorks account

35
Last Imported Folder

• The result imported will be placed in the last
  imported folder.
• If you repeat importing records, this folder will
  only contain the results of the very last import.
  
• All previously imported records are stored in the
  database, but not associated with a folder.

36
Databases support direct export of records to
RefWorks

• Proquest
• EBSCOhost
• WilsonWeb
• Thompson Gale via OpenURL Link
• Sage
• Emerald

• ABC-Clio
• BioMedCentral
• Project Muse
• NISC
• Congressional Quarterly
• Elsevier Scopus
• Google Scholar
• And More

37
Example ERIC (EBSCOhost)
Export records
38
Youll be asked to login to RefWorks if not
already
39
View import record
1
40
Many databases support direct exporting
references to RefWorks
41
Some support indirect exporting references to
RefWorks, e.g. ?????????
42
Exercise

• Go to ERIC (EBSCOhost) Databases
• Library homepage gt E-Resources
• gt By Alphabet E gt ERIC (via EBSCOhost)
• Search Title inclusive education
• Mark 5 records found export to RefWorks

43
RefGrab-It

• Works with your browser to capture bibliographic
  information from web pages.
• If an ISBN number, PubMed ID or DOI exist on the
  web page, RefGrab-It will automatically search
  for supplemental information in the web

44
1
45
Right click RefGrab-it link
2
3
Add to Favorities
46
4
47
Additional information may be found if the
webpage contains other information e.g. DOI,
ISBN, RSS, etc.
5
For some databases, less details are found!
48
6
5
Select items to be exported
49
Manage your References
50
Organize References with (Sub)folders

• Folders gt Create New Folder (subfolder)
• Enter Folder Name
• Select record(s)
• Put in Folder gt Select Folder
• Each record can be put in as many folders as you
  like

51
1
52
2
Enter the Folder Name
53
3
Access your folders in these places
54
Check the records
4
Select Folder
5
In folder
6
7
Current folder
55
Exercise
Subfolder
Select parent folder then enter subfolder Name
1
2
Create Subfolder

• Create 2 Folders (e.g. Project A, Project B)
• Create 1 subfolder of Project A (e.g., Assignment
  A)
• Organize your references into these folders

56
Searching references

• You can search for references in your database
• Refworks provides multiple searching options
• Quick Search Box (top right of screen)
• Advanced Search
• Lookup by Author / Descriptor / Periodical

57
1
Advanced Search
2
Quick Search
58
Lookup by Author
This is a complete listing of all authors in the
database. The number of references for each
author is shown in the second column.
59
Checking duplicated references

• References may be duplicated through searching
  importing from different databases.
• RefWorks can help to check for duplicated records
• View gt Duplicates gt Exact (or Close) Duplicates
• All deleted records are stored in a folder
  Deleted References
• You can restore the deleted records if required

60
Check for duplicate references
61
Creating a Bibliography

• Create bibliography from your references
• Bibliography created in preferred style e.g. APA
• References arranged and sorted automatically
• Output bibliography in HTML or Word format
• Create bibliography from all references or
  selected folder

62
Click Bibliography
1
2
Select Output Style
Select Output Format (Word)
3
4
Select Folder / All
5
Click to Create
63
References sorted and formatted in APA Style
64
HKIEd Chinese citation style (for reference only)
Refer to Citation System in Student Handbook for
details
65
1
Use the Language option to change the sorting
order e.g. Chinese (PRC) for Pinyin ??
3
2
66
Exercise

• Create a bibliography for all references using
  the APA 6th

67
Using Write-N-Cite with Microsoft Word
68
Using Write-N-Cite to create In-text Citations
and Reference List

• Install Write-N-Cite III, which is available from
  Refworks web-site
• You will need to have MS Word installed
• You may use a different word processor, but you
  will need to cite manually.
• The only requirement is that your word processor
  supports Text, ODT or RTF formats.

69
1
Select Write-N-Cite
70
Download install Write-N-Cite
2
71
Word 2007 Write-N-Cite added in Add-Ins Tag
72
1
Click to open Write-N-Cite
2
Check Always on top
3
Login with your RefWorks account
73
If you are working outside HKIEd network, enter
the Group Code
74
1
Search for record
75
2
Click the Cite link
76
3
Reference code imported in document
77
4
Save document
5
Click Bibliography
78
6
Select Output Style
7
Click button
79
8
In-text citation formatted
80
9
Reference list created at the end of document
81
Manually adding citations to Word document

• In RefWork
• Use One Line/Cite view to see all references
• Copy and paste the citation in document
• Format paper using Bibliography function
• No installation of plug-in required

82
1
Right click to copy
3
2
83
5
Save document
4
Paste the citation in document
84
6
Select Output Style
7
8
9
Check Format Paper option
Browse for saved document
10
85
11
Saved with a new document name
86
Citations and reference list created in preferred
style
12
87
Shared Folders
88

• Share your folders with other users
• Allow exporting shared references into own
  RefWorks database

1
2
You can share particular folder or whole database
to others
89
Check your Share options
Use the URL to share the folder to others
90
Shared references can only be viewed and exported
but no editing is allowed
91
Read-only Access
92
1
93
2
Enter a read-only password
The read-only password allows the user to view
your entire RefWorks account, but no changes is
allowed
94
Read-only Login
95
RefMobile

• Version of RefWorks for mobile and smart phones,
  iphone, PDAs and any other internet accessable
  mobile devices
• View, search, add/remove references, manage
  folders and add notes
• Go to www.refworks.com/mobile with your mobile
  device
• Login with Group Code, Login Name Password

96
RefMobile
www.refworks.com/mobile
97
Need Help?

• Check it out at the Library RefWorks webpage
• Consult Information Counter at the Library

98
Thank You

• Ask your Librarian _at_
• Information Counter
• Tel [phone]
• Email libinfo_at_ied.edu.hk