Slide 1: How –to guide for
Step by Step instructions to get you on your way to managing your references.
Sophie van der Walt Email: sophievdw@uj.ac.za Tel: 011 559 2641
Slide 2: What is RefWorks? RefWorks is web-based bibliographic software package that enables you to: * Organize your research * Include citations while you write your paper * Build a bibliography in a variety of formats (e.g. Harvard, APA etc. RefWorks has an extensive format collection from different journals) * Import references from many data sources (online databases, web pages, text files, other bibliographical managers, manually, RSS feeds) • Create bibliographies in different document formats (Word, RTF, HTML, etc.)
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Slide 3: What will we do today?
Logging in/Creating an Account - Creating your account - Login via group code Navigating RefWorks - Toolbar used to access various areas - Search box - Online help - Online tutorials Getting References into RefWorks - Direct Exporting from a data vendor (i.e. databases) - Importing a Text File - Entering References Manually - Searching Online Catalogs or Databases from other universities from within RefWorks - Capturing data from a web page with RefGrab-It - Using RefWorks RSS feed reader to view and import RSS feed entries
Organizing/Managing Your References - Creating Folders - Moving References into Folders - Removing References from Folders Searching - Search RefWorks Creating a Bibliography - Reference List from a folder of References - Using Write-N-Cite OR - Using One Line/Cite View (optional)
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Slide 4: Logging in/Creating an Account
RefWorks is an internet based s – this means you do not only have to access it through the Library webpage www.uj.ac.za/library but can go directly to the url: www.refworks.com. This makes RefWorks is accessible anywhere any time, regardless of your location. To log in, you will need the Group Code – please email me for the code Click on RefWorks
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Slide 5: Logging in/Creating an Account
You must then type in your group code before you can register as an individual . If you click on RefWorks straight from www.uj.ac.za / library, this will be your first screen. Use the Login using your Group Code
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Slide 6: Logging in/Creating an Account
You can now sign up for an individual account, or log in if you’ve already registered.
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Slide 7: Logging in/Creating an Account
Now you are ready to start building your own database of references…. For TUTORIALS for RefWorks, click on the different steps as outlined in Steps 1-3. If you are ready to LOAD REFERENCES into RefWorks ~ keep this page open as is.
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Slide 8: Navigating RefWorks
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Slide 9: Navigating RefWorks
You use the REFERENCES tab to: •Add a new Reference by hand •Import references from a text file (e.g. Emerald) or from EndNote •Export references in a text file •Organize folder (rename, clear, delete) •Backup/Restore your account
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Slide 10: Navigating RefWorks
We use the SEARCH function to: •Look up references within RefWorks •Search in other university online catalogs or databases •pick up RSS feeds
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Slide 11: Navigating RefWorks
You can VIEW: •Your folders •All your references
•My List – a temporary list •Duplicates •RefWorks Shared area
FOLDERS allow you to: •Create new folders •Organise folders (rename, delete, empty) •View folders •Share your folders with others
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Slide 12: Navigating RefWorks
The Bibliography is used to create a list of all your RefWorks references, or just a specific folder or a predefined list. This is not your references list / list of sources
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Slide 13: Navigating RefWorks
Some features are duplicated on the Tools option The most important options are: • Write-N-Cite – we use this to automate the citation process in Word •RefGrab-It – we use this to grab website references •Share References – we use this to share RefWorks folder with other users.
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Slide 14: You can find all the different tutorials here as well as links to email the RefWorks administrator and RefWorks itself.
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Slide 15: Getting References into RefWorks
If you are ready to use RefWorks, you start by doing a normal search in any of the databases UJ subscribes to. Go to www.uj.ac.za/library and click on Databases. You will then need to enter your surname, student/staff number and PIN to gain access to the databases.
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Slide 16: Getting References into RefWorks
Choose any database from the list provided ….
An example would be Academic Search Premier available via EbscoHost.
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Slide 17: Getting References into RefWorks
Click on EbscoHost Web Then choose your databases, I will only choose Academic Search Premier
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Slide 18: Getting References into RefWorks
As you go through the articles and print/email them, mark/add the ones you would like to export to RefWorks.
Then click on folder view (or marked folder) to export them
REMEMBER: you can only export references not the full text/abstracts! RefWorks works with references only.
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Slide 19: Getting References into RefWorks
Click on Export to export the references you’ve marked In the next window, tick “Direct Export to RefWorks” and then on Save.
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Slide 20: Getting References into RefWorks
RefWorks will open up automatically and you will see the importing screen. As soon as importing is complete, you will be able see how many references were imported.
Click on View Last Imported Folder to view the references
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Slide 21: Organising References
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Your list of references will be saved into the Last Imported Folder – from here you can: 1. 2. 3. 4. 5. move it to another folder change the reference style sort it by title etc, print or delete it.
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Slide 22: Organising References
To create a New Folder, click on Folders and then on Create New folder
Type in the name of your new folder and click on ok.
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Slide 23: Organising References
You can now select your references from the Last Imported Folder and Put them in your new folder (marked in red)
Once you’ve done that they will be copied to the new folder, and you can delete them from the Last Imported 23 Folder
Slide 24: Importing a text file e.g. Emerald
Do a normal search and save it to the marked list Then download it and save it as a text file
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Slide 25: Importing a text file e.g. Emerald
Click on References- Import Then choose the database from the Import filter/data source and Attach your text file
Once the import is complete your references will lie in the Last Imported Folder
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Slide 26: Adding a reference manually
Click on References and then Add New Reference
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Slide 27: Adding a reference manually
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Slide 28: Adding a reference manually
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Slide 29: Adding a reference by using RefGrab-It
RefGrab-It works with your browser to capture bibliographic information from web pages giving you the option to import that data into your RefWorks account. If an ISBN number, PubMed ID or DOI exist on the web page, RefGrab-It will automatically search various web resources to get supplemental information that may be of interest to you. RefWorks may also locate RSS feeds related to that web page. When you use RefGrab-It on a web page, it automatically opens a "temporary results page" in a new window. You can view the information and additional resources first, then decide if you want to import the data.
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Slide 30: Adding a reference with RefGrab-It
Once you are on the website you want to grab, make sure the pop-up blocker is turned off and click on your Favorites – Links – RefGrab-It
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Slide 31: Adding a reference with RefGrab-It
This is the information RefWorks was able to find on the page:
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Slide 32: Adding a reference with RefGrab-It
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Slide 33: Using RSS Feeds
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Slide 34: Using RSS Feeds
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Slide 35: Searching Online Catalogues/Databases
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Slide 36: Searching Online Catalogues/Databases
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Slide 37: Searching Online Catalogues/Databases
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Slide 38: Create a bibliography: using Write-N-Cite
To use RefWorks in writing your research, click on tools and then on Write-N-Cite.
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Slide 39: Create a bibliography: using Write-N-Cite
Follow the instructions for installation
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Slide 40: Create a bibliography: using Write-N-Cite
Once complete W-n-C will be a toolbar attached to Word. It will also be a shortcut on your desktop.
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Slide 41: Getting your reference into Word and writing your research
When you are ready to type your research, you will be using the WriteN-Cite icon installed in Word.
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Slide 42: Getting your reference into Word and writing your research
Type your research as you would normally and when you are ready to add a citation, click on the Write-N-
Cite icon ~ the RefWorks log-in page will be displayed, so please . log in using the Group Code and your username and password
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Slide 43: Getting your reference into Word and writing your research
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Slide 44: Getting your reference into Word and writing your research
Since we want to add a citation, I will click on Cite at the reference I want to add.
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Slide 45: Getting your reference into Word and writing your research
Once you’ve clicked on cite, RefWorks will place the citation into your Word document
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Slide 46: Getting your reference into Word and writing your research
We now need to add the page numbers. To do this click on the Edit Citation link to add the page numbers
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Slide 47: Getting your reference into Word and writing your research
Type in the page number, choose your citation style and click on Save to Word
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Slide 48: Getting your reference into Word and writing your research
The citation has been added, do NOT worry about the number and the {{ }} or the /s, that is just how RefWorks adds it, when you are ready to print out the final version (once you’ve added the bibliography) the citation formatting will change.
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Slide 49: Getting your reference into Word and writing your research
Once you have added all the citations, and you want to include the bibliography, click on Write-N-Cite again and then click on Bibliography
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Slide 50: Creating your bibliography
Choose your citation style from the list.
Then click on Create bibliography
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Slide 51: Getting your reference into Word and writing your research
You will be asked to choose an Output Style i.e. in what reference format should your bibliography be. Choose one from the list and click on Create Bibliography
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Slide 52: Creating your bibliography
All the citations have been changed and your bibliography created.
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Slide 53: your references clean
Remember that you are still responsible for the final editing and cleanup of your references. RefWorks saves you time, but does not do spell-checking or editing of any of the references imported from the databases, manually or from feeds.
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Slide 54: Thank you!
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