October 2004. RefWorks Basics Creating accounts and folders Adding references (manually &...

October 2004

RefWorks Basics

• Creating accounts and folders

• Adding references (manually & electronically)

• Sorting, editing and linking

• Creating a bibliography

• Using Write-N-Cite

• Exporting records

Creating a RefWorks Account

• Login to RefWorks <http://www.refworks.com>• Click on Sign Up for an Individual Account• Enter required information (login & password)• Click on Register

Login to RefWorks

Creating Folders

• Select Create New Folder from Folders drop down menu

Name Folder

View Folder List

Adding References Manually

• Select Add New Reference from References drop down menu

• Select desired folder from In Folder(s) menu• Select reference type from Ref Type drop down

menu• Enter information: Required fields are marked

with *• Save

Select Style and FolderEnter Data and Save

Journal Abbreviations

• AMS journal abbreviations can can be found in Appendix C of their Author’s Guide

• For abbreviations not listed in Appendix C, see Chemical Abstracts Core Journals which serves as the standard reference

View Folder Contents

Moving Citations from CSA Databases into RefWorks

• Includes MGA, Aerospace Database, NTIS, Oceanic Abstracts

• See Research Databases at http://library.ssec.wisc.edu• Perform search and select citations to save• Click the Save to RefWorks button• Make sure the radio button is selected for your Marked

Records• Select desired format for records from Show drop down

menu• Click on Save to RefWorks

In RefWorks

• Login to RefWorks

• Citations will automatically be imported into the Last Imported Folder

• View records and save to folder of choice

• Once records are transferred, delete records from Last Imported Folder by selecting “all in list” and then, Remove From Folder

Perform Search in MGA

Mark or Select All Records to Export, Save to RefWorks

Records Imported to Last Imported Folder

View Last Imported Folder and Put in Folder: urban heat island

Moving Citations from Web of Science into RefWorks

• Mark records• Submit Marks and click on Marked List• At Step 1 select desired fields• At Step 2 select Field Tagged from drop down

menu• Click on Save to File and then Save• Identify disk drive and filename plus the extension

.txt (plain text) in the File Name Box• Click on Save

Select Fields to Export and Save as Field Tagged

File Saved to Disk as urban_heat.txt

In RefWorks

• Login to RefWorks• Click on References and Import• Select ISI (Institute for Scientific Information) from

Import Filter/Data Source drop down menu• Select Web of Science from the Database drop-down

menu • At the Import Data from the following Text File box click

on the Browse button to select the file name of your saved records. Click on Import.

• Citations will be imported into the Last Imported Folder.• View records or move to folder of your choice.

Select Import Filter/Data Source, Database, Folder and File

Records Imported to Last Imported Folder

View Last Imported Folder

Move “All in List” to Correct Folder and Remove Records from Last

Imported Folder

View “urban heat island” Folder150 records

Records Retain Links

• provides link to full-text journals where the campus has a license, otherwise, links to MadCat search for location

Sorting References

• Select View from Folders drop down menu to select desired folder

• Select desired sort field from Sort By drop down menu at right of screen

View Folder and Sort By

Global Editing

• Click on Global Edit at top of screen• Click on radio button next to your choice at

References to Edit:• Select field to edit from Field to Edit drop down

menu• Type word or phrase in Change Field to: box• Click in desired radio button If Field Already

Contains Data• Click on OK

Global Edit

Review Changes: urban heat island added to Descriptor Field

• Caution!

• Delete: Deletes selected, page or all in list from entire database (all folders)

• Remove from Folder: Removes selected, page or all in list from current folder

Linking to a Web Site or File

• Type the full URL in the URL or DOI field

• Click on the URL to open the link

• Enter the file name and path in the URL or DOI field

• Preceed the file name with the text file: Example: file://C:reflinks\sample.txt

Searching RefWorks

• Browse references by Author, Descriptor or Periodical using Lookup function

• Click on desired author, descriptor or periodical

• References associated with that author, descriptor or periodical will be displayed

Browse by Author

Search Using Search RefWorks

• Enter a single term or phrase in

• Searches entire database

Search Using Advanced Search

• Select Advanced Search from Search drop down menu

• Enter terms in desired field(s)

• Connect multiple search boxes with And, Or, or Not

• Search all references or specific folder(s)

• Search

Advanced Search

Search Results: 2004, by Author

Create Bibliographies

• Click on Bibliography• Select style from Output Format menu• Select Format Bibliography from a List of

References• Select format from the File Type to Create drop

down menu• All References or References From: click on

desired folder from drop down menu• Click Create Bibliography

Format Bibliography

Download Bibliography and Save to Disk

Open Bibliography in Word

Using Write-N-Cite

• Under Tools menu, select Write-N-Cite to download plug-in

• Save to desired location

• Close RefWorks

• Find the RefWorks plug-in (wncinstall.exe) and click to start installation

• You’ll be prompted to restart your computer

• After the computer restarts, open Word and you should see the red Write-N-Cite button on the tools bar

Install Plug-In

Adding References to a Paper with Write-N-Cite

• Open Word• To insert a reference, click on Write-N-Cite and a

new window will open• Login to RefWorks• Select desired folder from View Folder menu• Click in Word where you wish to place the

reference• Click on Cite to the left of the desired record in

RefWorks

• A temporary reference will appear within curly brackets in Word

• Add as many references as needed• Save this document – this is your master from

which you’ll create a final version.• Click on Bibliography from Write-N-Cite window• Select Output Format style from drop down menu• Click on Create Bibliography• A new Word doc will be created with ‘Final’ in

front of the name you previously assigned. Includes bibliography and in-text citations

Select Folder in Write-N-CiteSelect ‘Cite’

Create Document in Word and Save as .doc

Select Bibliography within Write-N-Cite, Select Ouput Style

Create Bibliography

Open ‘Final’ Version

Mac Users: Write-N-Cite To Come until then, Add References Manually

• Open Word• Login to RefWorks and view records. Note number next to citations• In Word, enter in-text citation by enclosing reference ID number in

two open curly brackets {{ 34 }} • Save document – this is your master• Click on Bibliography in RefWorks• Select desired style from Output Format menu• Select Format Paper and Bibliography• Browse to select Word File to format• Create Bibliography• A new Word document will be created with the word ‘Final’ in front

of the name you previously assigned.

Exporting A Copy of All or Part of Your Records

• Select Export References from Tools drop down menu

• Select All References OR References From:• Select desired format: RefWorks Tagged Format

to save on your computer OR select bibliographic software (EndNote, ProCite, Reference Manager)

• Click on Export to Text File

Export Formats

• Bibliographic Software: Saved in tagged format for importing into another bibliographic management tool such as ProCite, EndNote, Reference Manager

• BibTeX – Ref ID: Saved for use with LaTeX document preparation system

• Citation List: Creates list for use when writing offline• RefWorks Tagged Format: Similar to bib software tagged

format, but in RefWorks layout. Use for sharing data with other RefWorks users

• Tab Delimited: Saved with each field separated by a tab• XML: Used to create export file in XML format

Configure Export

Export and Download

Browser Opens: Review and Save in Browser

AMS Style

• Why are there discrepancies in journal abbreviations to being with?

• Changing records to conform to AMS style (or any style)

• Under Search drop down menu, look up by periodical title: JGR

• Click on journal title• Select Global Edit to add correct journal

abbreviation

Lookup Periodical Title andSelect Title to Edit

Periodical Title: Global Edit

Periodical Title Abbreviated in all Selected Records

Recap

• RefWorks always opens to Last Imported Folder

• Be careful when deleting references

• Peculiarities with AMS output style

• Restoring and backing up databases

• Linux users: 1)Use Netscape or Mozilla 2)Write-N-Cite will not work, but use One Line/Cite View to format papers

• Directions for moving citations from online databases other than CSA and ISI: http://www.library.wisc.edu/instruction/refworks/importing.htm

• Find this presentation at: http://www.ssec.wisc.edu/library/teaching/refworks_fall2004.ppt