INTRODUCTION TO REFWORKS

Ben Watson and Anna Miller

TEMPLEMAN LIBRARY

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What is RefWorks?

• RefWorks is a sort of online filing cabinet which stores, maintains and manages your references

• A software attachment (Write-N-Cite) helps to output your references and bibliographies in the correct format

• RefWorks is web based and accessible from any internet connection

• Write-N-Cite is ready to be activated on university managed PCs but requires local installation on personal PCs and laptops

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Accessing RefWorks

• Go to Resources > Reference management• Click on Log into Refworks • Don’t forget that you always access your

account via “My institution’s credentials (Shibboleth)”

• Scroll down to University of Kent• Bookmark RefWorks help pages

– especially Support and training

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Adding records to RefWorks

• Adding records is by one of three methods :1. Manual creation by completing a form

2. Importing via a file (eg for Zetoc records)

3. Direct export (for most journal indexes and the library catalogue)

• Most databases will have an ‘Export to Reference Manager’ option

• For manual additions• Make sure the style and type of record are correct• Hover over field tags to see how to enter data

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Using RefWorks

• Find out how to– create a new folder– put references into folders– move them between folders– edit and delete references– use the personal notes field– search within RefWorks– use the Organise and share folders tab to

• create sub folders• rename, delete and clear folders

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Installing RefGrab-IT

• On a UoK Student Managed Desktop using IE or Firefox– Log into your RefWorks account– Click on Tools > RefGrab-IT– Click on the RefGrab-It bookmarklet Install information

• You can only install the bookmarklet version on the Favorites bar on a Student Managed PC

• Follow instructions clicking on the RefGrab-It link at the bottom right of the grey box

– Select Add to Favorites• Answer ‘Yes’ to any security warnings• In the Add a favorite box, select Favorites Bar in the Create in box and then

click Add

– Close and then restart your browser to see and use the RefGrab-It tab

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Using RefGrab-It• RefGrab-It captures references for web pages• To use, click on RefGrab-It bookmarklet when viewing your page

– On the screen which appears, select your reference then click on Import– You may then be prompted to log into RefWorks– Your new reference(s) should be in the Last Imported folder

• It only captures html and variations– not PDF files

• Improve functionality by switching off the Pop up blocker on your browser– Browser tools > Pop up blocker

• RefGrab-It does not work well with Chrome or Safari– use FireFox

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Write-N-Cite

• Write-N-Cite – inserts footnotes– compiles your bibliography in the correct format

• Installing Write-N-Cite • first time only • automatically available for activation on campus PCs (student managed

desktops) • you will need to load it separately on all your own devices and they will

all need a version of Microsoft Word • instructions for activation on student managed desktops on next slide• for your own devices see relevant instructions at Resources >

Reference management > RefWorks > Write-N-Cite

• If you make changes to your RefWorks folders and records don’t forget to click on Sync my database in Write-N-Cite

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Activating Write-N-Cite

• On a student managed desktop– Log into RefWorks– From the Tools menu (top bar) select Write-N-Cite– Copy the login code – Open Word and click on RefWorks tab– Click on login on the Refworks toolbar and paste in

the login code– In future you just open a Word document and click on

the RefWorks tab for the full menu– If the RefWorks tab is not installed, repeat above

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Your references

• To view references in a selected style– Click on Customise (red tab at top right) to change

the format (eg to Kent Harvard)• Deleted references go to the Deleted

references folder for 30 days – Click on the View menu to see and restore them

• Imported records will maintain links to the full text

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References – good practice

• Check your references on import– Edit out any extra ; ,– Check against the style guide to make sure they

are in the correct format• Style guides available from http://www.kent.ac.uk/ai/

• When you import a new batch of references, always go into the Last imported folder immediately and move them to the correct folder

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Tips

• Importing references from Google Scholar– On the GS main page click on Settings >

Bibliographic manager > RefWorks– This will provide an Import to RefWorks option for

each reference• Compiling bibliographies

– Use the Create bibliography tab to compile bibliographies from each of your folders

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Personal notes

• The Personal notes field of a reference is searchable– Use well thought out keywords to maximise this

facility– To search it follow Search > Advanced and select

Personal notes in the Search field box– When you see your results, click on– You will see your search term(s) highlighted in the

reference

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