RefWorks 2.0, The Savvy Researcher

RefWorks 2.0, The Savvy Researcher 27Oct2010

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RefWorksisanonlinebibliographicmanagementsystemthatallowsyoutoimportcitationsfromover800databasesandtheWUlibrarycatalog.RefWorks2.0isreplacingtheclassicversionofRefWorks.IfyouwouldliketouseRefWorks2.0,youmustselectRefWorks2.0fromwithintheclassicversion.Youcanswitchbacktotheoldviewatanytime.

What can I do with RefWorks 2.0?  

1. SubscriptiongiveseachWUfacultyandstudentafreeaccount.CreateandmanagebibliographiccitationsinyourpersonalRefWorksdatabase.

2. Exportyourcitationsinmultipleformats(MLA,APA,Chicago,etc.)3. ImportcitationsdirectlyfromtheCatalog,EBSCOdatabases,CSAdatabases4. Searchandretrievecitationsfromyourdatabasetocreatebibliographiesandinsertcitations

directlyintoyourresearchpapers.5. Accessfromanycomputerwithinternetconnection,onandoffcampusANYWHERE6. Constantlyupdatedwiththemostcurrentfilters(don’thavetoworryaboutmanagingthem

yourself)unlikeEndNote

Accessing RefWorks 

• LinkfromWUlibraryhomepage• Linksfromvarioussubjectguides• Off‐campusAccess

o Windowsuserscanaccessthroughlibrarywebsite.Websitelinkwillusetheproxyserver,clickonYEStoacceptcertificate—agreetodisplayinsecureinformation

o Ifthisdoesn’twork,analternativeistogotohttps://www.refworks.com/RWSingle/login.asp?WNCLang=falseandentergroupcodeRWWUSTL,clickonGo to LoginandthenenteryourIDandpassword.

Help 

• http://libguides.wustl.edu/refworks/• SarahBombich–sbombich@wustl.edu|935‐6003|AIM:sbombich|twitter:saleenl• KasiaLeousis–kleousis@wustl.edu|935‐4377|AIM:wuartlibrarian• MelissaVetter–mvetter@wustl.edu|935‐5079|AIM:wupsychlibrarian

RefWorks 2.0, The Savvy Researcher 27Oct2010

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Navigating RefWorks 

• LogintoRefWorksusingyourpersonalaccount

• Toolbar

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Getting Citations into RefWorks 

Five methods for entering references into RefWorks 

1. Directexportfromthedatabasewithasingleclick(e.g.AcademicSearchPremier,etc.)2. DirectexportfromtheWUcatalog3. Indatabasesthatdon’tsupportdirectexport,exportreferencestoatextfileandthenimportto

RefWorks(e.g.WUClassicCatalog)4. SearchwithinRefWorks(notcoveredinthisclass)5. Manuallyenterreferences(notcoveredinthisclass)

Direct Export from EBSCO Databases 

Somedatabases,suchasAcademicSearchPremier,haveaRefWorksexportbutton.RefWorkswilllaunchautomaticallyandthereferenceswillappearinaLastImportedfolder.

Hands‐on With Direct Export in EBSCO Databases (e.g. Academic Search Premier) 

1. Conductasearch

2. ClickonAdd to folder underthefirstthreerecords

3. ClickonFolder atthetopofthepage

4. ChecktheboxnexttoSelect / deselect all tochooseallyourrecordsand

thenclickontheexporticon .

5. Ontheresultingscreen,Direct Export to RefWorksisselectedbydefault.ClickonSave .6. AnewbrowserwillopenuptotheRefWorksloginpage(ifyouarenotalreadyloggedin).

NOTE:Ifthisfailsforyou,youmayneedtoturnoffyourpop‐upblockerandtrysavingagain.7. RefWorkswillreportthattheimportcompletedandthenumberofreferencesimported.

8. ClickonView Last Imported Folder .9. Doublechecktomakesurethattherecordsarecorrect.

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Direct Export from the Catalog 

Youcanexportrecordsdirectlyfromthelibrary’snewcatalogintoyourRefWorksaccountwithjustaclick.

Hands‐on With Direct Export in WU Catalog 

1. SearchtheWUCatalogtofindthecitationsyouwant.Markeachrecord(clickonthebookselectedbox)andadropdownmenuwillappear.

2. Selectanaction:ExportselectiontoRefWorks

3. TheRefWorkslog‐inscreenwillappear.LogintoyourRefWorksaccount.4. Yourrecordsshouldimportautomatically.

5. Clickontheediticon nexttoeachitemtocheckyourreferencetoensurethatithasimportedcorrectly.

6. Whileontheeditscreen,youcanbrowsetotheactualpdfoftheitemdescribedandattachitso

thatacopyissavedontheRefWorksserverandyoucaneasilyfinditfromanywhere.‐‐‐‐‐‐‐‐‐‐‐‐Or, one item at a time.‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 

1. SearchtheWUCatalogtofindthecitationsyouwant.Clickonanindividualrecordtoseemore

detail.

2. Clickon ontherighthandsideofanyitemdetailpagetoaddittoyourRefWorksdatabase.

3. Clickontheediticon nexttoeachitemtocheckyourreferencetoensurethatithasimportedcorrectly.

FOREIGN LANGUAGE NOTE:Inourtests,recordsimportedfromtheWUcataloganddirectlyexportedfromdatabaseswereallimportedcorrectly,includingdiacritics.

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PubMed Export to Text and Import to RefWorks 

SomedatabasesdonothavetheRefWorksbutton.YouwillneedtoexportyourreferencesintoatextfileandthenimportthemintoRefWorksandspecifyanimportfilter.Youdon’tneedtoupdatethesefilters;theyaremaintainedbyRefWorks.

Hands‐on with Export/Import from PubMed 

1. SearchPubMed2. Fromtheresults,markonesyouwishtoaddtoRefWorksbyclickingonthecheckbox3. Abovethesearchresults,clickonSend to:4. ChooseFile astheDestination5. SelectMEDLINEastheFormat6. ClickCreate Fileandsavetheresultingfilesomewhereyouwillbeabletofindit.Thefilewillbe

namedpubmed_result.txt.7. LogintoyourRefWorksaccount.8. Onthetoolbar,chooseReferences > Import.

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9. ChooseNLM PubMedastheImport Filter/Data Source.10. ChoosePubMedastheDatabase.

11. Thennavigate toyoursavedfile(willbecalledpubmed_result.txtbydefault)

12. SelectImport fromthebottomoftheImportReferenceswindow.13. ThecitationsyoujustimportedwillappearinyourLastImportedfolder.

.

RefWorks 2.0, The Savvy Researcher 27Oct2010

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Organizing References and Creating Citations 

OnceyouarecomfortableaddingreferencestoRefWorks,youcanorganizethemintofoldersandgenerateformattedbibliographiesandin‐textcitations.

Organize References Into Folders Toseeallyourreferences,selectView > All References.Ifyouwanttoorganizeyourreferences,youneedtousefolders.

Hands‐On Creating a Folder   

1. ClickontheNewFolderaccessbuttonabovethereferences

area .Intheresultinglightbox,giveyourfolderaname,forcourseorsubjectcategory.Youcanmakeasmanyfoldersasyouwant.ClickonCreate.

2. Toviewallthefoldersyouhavecreated,clickontheFolderstab.

Youwillbetakentoafoldermanagementarea.Inthisarea,youseealistofallofyourfoldersandthenumberofreferencessavedineach.Referencesnotfiledintofoldersarealsolistedabovethefolderlist.Clickonanyfolderforalistofitsreferences.

3. GotoView > All References toseeallyourreferences,regardlessoffolderplacement.Checktheboxnexttoeachreferenceyouwishtomoveintoyournewfolder.

4. Fromthefolder widget selectthenameofthenewfolderyoujustcreated. 5. YouwillbetakenbacktotheAll Referencespage,butyoushouldseethenameofthefolderto

whichyoujustaddedyourreferences.

RefWorks 2.0, The Savvy Researcher 27Oct2010

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Bibliographies and Citations 

YoucangenerateaformattedbibliographyfromalistofreferenceswithinRefWorksandcreateallin‐textcitationsmanually.Alternatively,youcandownloadandinstalltheWrite‐n‐Citeplug‐inforMicrosoftWordandRefWorkswillhandleallin‐textcitationsandbibliographycreationwithinWordautomatically.

Hands‐On Creating a Bibliography Within RefWorks 

1. ClickontheCreateBibliography button.2. SelectthedesiredOutput Style from the drop‐down menu.

3. ClickonFormat a Bibliography from a List of References.

ChooseaFile Type to Createthatreflectsthewordprocessingprogramthatyouuse.

4. Decidewhichreferencesyouwanttoinclude,Alloronlythecontentsofoneofyourfolders

and

selectCreate Bibliography .5. Whenprompted,savetheresultingfile.

NOTE:Ifthefiledoesn’tworkwhendouble‐clicked,youmayneedtoaddthecorrectfileextensionsuchas“.rtf”or“.docx”.

RefWorks 2.0, The Savvy Researcher 27Oct2010

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Additional RefWorks Info 

Direct Export from ProQuest Databases 

Somedatabases,suchasAcademicSearchPremier,haveaRefWorksexportbutton.RefWorkswilllaunchautomaticallyandthereferenceswillappearinaLastImportedfolder.

Hands‐on With Direct Export in ProQuest Databases (e.g. American Periodicals) 

1. Conductasearch2. ChecktheboxnexttoallitemsinyoursearchresultthatyouwouldliketoaddtoRefWorks.

Whenyoucheckthebox,theitemwillbehighlightedinyellowandaddedtoyourmarkeditemsfolder.

3. ClickonExport atthetopofyoursearchresults4. Ontheresultingpage,clickonExport directly to RefWorksortheRefWorks

icon.5. AnewbrowserwindowwillopenuptotheRefWorksloginpage(ifyouarenotalreadylogged

in).NOTE:Ifthisfailsforyou,youmayneedtoturnoffyourpop‐upblockerandtrysavingagain.

6. RefWorkswillreportthattheimportcompletedandthenumberofreferencesimported.

7. ClickonView Last Imported Folder .8. Doublechecktomakesurethattherecordsarecorrect.

Direct Export from CSA Databases 

Somedatabases,suchasGeoRef,haveaRefWorksexportbutton.RefWorkswilllaunchautomaticallyandthereferenceswillappearinaLastImportedfolder.

Hands‐on With Direct Export in CSA Databases (e.g. Avery Index, Index Islamicus, GeoRef ) 

1. Searchtofindthecitationsyouwant.2. Checktheboxesnexttotherecordstoyouwishtosave,andthenclicktheRefWorkslinkbelow

thetabbedresults:

3. Onceyou’veverifiedtherecordsyouwanttoexport,clickon .4. RefWorkswillreportthattheimportcompletedandthenumberofreferencesimported.

5. ClickonView Last Imported Folder .6. Doublechecktomakesurethattherecordsarecorrect.

RefWorks 2.0, The Savvy Researcher 27Oct2010

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Classic Catalog Export to Text and Import to RefWorks 

SomedatabasessuchastheClassicCatalogdonothavetheRefWorksbutton.YouwillneedtoexportyourreferencesintoatextfileandthenimportthemintoRefWorksandspecifyanimportfilter.Youdon’tneedtoupdatethesefilters;theyaremaintainedbyRefWorks.

Hands‐on with Export/Import from the WU Classic Catalog 

1. Searchthecatalogtofindthecitationsyouwant,andmarkeachone (clicktheSave 

Marked Records buttononanyresultsscreen,ortheSave Recordbuttonontherecordforanindividualitem).

2. ClicktheView Saved button.3. ChooseFull Displayfortheformat,andLocal DiskfortheSend List tooption,thenclickSubmit.

Youcanopenthetextfile,orsaveit(someplaceyoucanfinditagain!).

4. LogintoyourRefWorksaccount.5. Onthetoolbar,chooseReferences > Import.

6. ChooseWashington University, St. Louis, MOfortheImport Filter/Data Source.

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7. ChooseWashington University Catalog (Full Display)fortheDatabase.

8. Thennavigate toyoursavedfile(willbecalled

export.txtbydefault)andselect fromthebottomoftheImportReferenceswindow.9. ThecitationsyoujustimportedwillappearinyourLastImportedfolder.

.

NOTE:YoucanalsodirectexportWUCatalogdatabyusingWorldCat.IfusingWorldCat,limitholdingstoWashingtonUniversity(holdingsaredelayedbyamonth,somusthavebeenaddedmorethanamonthagotoappearinresults).

Installing Write­N­Cite 1. YoufirstneedtodownloadandinstallWrite‐N‐Cite(WNC).GotoTools > Write‐N‐Cite.

2. Selecttheappropriateinstallerandfollowtheinstalldirections.

3. Onceinstalled,theWrite‐N‐Citesign willappearonallWord2003andearlierdocumentsinthetoprighthandcorner.InWord2007,itappearsintheadd‐insmenu.Italsoappearsasashortcutonyourdesktop.OntheMac,youneedtomanuallylaunchtheWrite‐N‐Citeapplication.

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Demo: Write‐N‐Cite 

• In‐Text Citations 1. FromMicrosoftWordclickonWrite‐N‐Citeintherighttopcornerofthe

WorddocumentormanuallylaunchtheWrite‐N‐Citeprogram.2. Whenprompted,loginusingthesameloginandpasswordyouuseforRefWorks.3. SelecttheproperfolderfromView > Folder.4. Inyourpaperclickwhereyouwanttoinsertthecitation.5. SwitchtoWrite‐N‐CiteandclicktheCitelinkadjacenttothecorrectreference.

NOTE:Write‐N‐CiteautomaticallyinsertsdoublecurlybracketsaswellastheRefID,AuthorLastName,andYear.Thisisaplaceholder.

6. Tociteasecondreferenceinthesamelocation,clicktheCitelinkforthesecondreference.Thereferenceinformationisautomaticallyinsertedinthesamesetofcurlybrackets.

NOTE:Thein‐textreferencesarenotthefinalproduct—theyarecoded.Thefinaldocumentwillbeformattedwhenyoucreateabibliography.

• Create a Reference List/Bibliography 1. ClickBibliographyinWNCtogeneratetheformattedpaper.RECOMMENDATION:Don'tcreateyourbibliographyuntilyourpaperiscompletelydone!2. SelecttheOutput StyleandselectCreate Bibliography3. Write‐N‐Citewillcreateabibliographyandin‐textcitationsfromtherecordsthatyou

cited.

Off­Campus Access and Using Write­N­Cite 

Off‐campususersmusteitherusethegroupcode(RWWUSTL)orauthenticatethroughthelibraryproxyserver.ToaccessRefWorksthroughtheproxyserver,youcandooneofthefollowing:

• alwaysaccessRefWorksfromlinksonourlibrarywebpages• createabookmarkorshortcuttothefollowingaddress:

http://libproxy.wustl.edu/login?url=http://www.refworks.com/refworks/NOTE:Whenlogginginfromoff‐campusviatheproxyserver,youwillreceiveasecuritycertificateerror.Thisisbecausethesecuritycertificateisbeingreadaswww.refworks.com.libproxy.wustl.eduwhenyouloginthroughtheproxyserver.Accepttheexception/clickOK(dependingonyourwebbrowser)tocontinuetoRefWorks.Write‐N‐Cite When Off‐Campus PleaseloginwiththeGroupCode(RWWUSTL)andyourLog‐inNameandPasswordwhenusingWrite‐N‐Citeoff‐campus.WhileyoucantryconfiguringWNCfortheproxyserverthishasbeenknowntocauseproblems,andwedon'trecommendit.

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Direct Export With Google Scholar 

YoucannowsetanexportpreferencetosenddatafromGoogleScholartoyourRefWorksaccountwiththeclickofabutton.

Hands‐on With Direct Export in Google Scholar 

Set up 1. FromtheGoogleScholarsearchpage,clickontheScholarsPreferenceslinkatthetopright.2. ScrolldowntotheBibliographyManagersection.

3. SelectShowLinkstoImportintoandselectRefWorksfromthedrop‐down.4. ClickSavePreferences.

To initate a direct export to RefWorks1. ConductyoursearchinGoogleScholar

2. EachrecorddisplayedwillhaveanImportintoRefWorkslinkunderthecitation.Clickingonthe

linkwilllaunchtheRefWorksloginpage.3. Onceyoulogin,youarebroughtautomaticallytotheEditviewofthereference.Ifyoudonot

wishtoedittherecord,youcannavigatetoanyotherareaofRefWorks.4. YourrecordisstoredinyourLastImportedFolder.