RefWorks: The BasicsRefWorks: The Basics

October 12, 2005October 12, 2005

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What is RefWorks?What is RefWorks?

A personal bibliographic software managerA personal bibliographic software manager– Manages citationsManages citations– Creates bibliogaphiesCreates bibliogaphies

Accessible from anywhere! Accessible from anywhere!

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Why use RefWorks?Why use RefWorks?

Keep track of articles on your topic – or Keep track of articles on your topic – or several topicsseveral topics

Create bibliographies easily and quickly in Create bibliographies easily and quickly in over 200 citation stylesover 200 citation styles

Submitting your article to more than one Submitting your article to more than one journal expecting different citation styles?journal expecting different citation styles?– A click of the mouse will change the style to fit A click of the mouse will change the style to fit

the requirements of the journalthe requirements of the journal

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How do I access RefWorks?How do I access RefWorks?

Click on the RefWorks link on the Library’s Click on the RefWorks link on the Library’s homepagehomepage

http://refworks.scholarsportal.info/http://refworks.scholarsportal.info/

(log in using the Group Code given to you (log in using the Group Code given to you in the RefWorks welcome message)in the RefWorks welcome message)

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What We’ll Cover TodayWhat We’ll Cover Today

Setting up an individual accountSetting up an individual account

Creating foldersCreating folders

Putting references into your RefWorks Putting references into your RefWorks databasedatabase

Modifying referencesModifying references

Generating a bibliographyGenerating a bibliography

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RefWorks Login PageRefWorks Login Page

You MUST be at a UW IP-authenticated computer to set up your account

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RefWorks InterfaceRefWorks Interface

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RefWorks Interface (cont’d) – RefWorks Interface (cont’d) – Available HelpAvailable Help

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Creating FoldersCreating Folders

You can create as many folders as you You can create as many folders as you want with as many citations or references want with as many citations or references in them as you wantin them as you want

Click on Click on

Folders Folders Create New Folder Create New Folder

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Creating Folders (cont’d)Creating Folders (cont’d)

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Creating Folders (cont’d)Creating Folders (cont’d)

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Your Turn!Your Turn!

Create a RefWorks account (or log on to Create a RefWorks account (or log on to RefWorks if you already have an account)RefWorks if you already have an account)– Go to Library’s homepageGo to Library’s homepage– Click on the RefWorks linkClick on the RefWorks link– Create an Account or Log onCreate an Account or Log on

Create a folderCreate a folder– Folders Folders Create New Folder Create New Folder

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Putting References into RefWorksPutting References into RefWorks

Three methodsThree methods– Direct ExportDirect Export– Import using an Import FilterImport using an Import Filter– Enter manuallyEnter manually

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Direct ExportDirect Export

About a dozen publishers/vendors make About a dozen publishers/vendors make this feature available, e.g.this feature available, e.g.– CSACSA– ScholarsPortalScholarsPortal– EI Engineering Village 2EI Engineering Village 2– PubMedPubMed– EBSCOEBSCO– ProQuestProQuest

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Direct Export (cont’d) – CSA Direct Export (cont’d) – CSA

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Direct Export (cont’d) – CSA Direct Export (cont’d) – CSA

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Direct Export (cont’d) – CSA Direct Export (cont’d) – CSA

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Direct Export (cont’d) – CSA Direct Export (cont’d) – CSA

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Direct Export (cont’d) – CSA Direct Export (cont’d) – CSA

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Import using Import FiltersImport using Import Filters

Most other major database vendors have Most other major database vendors have Import FiltersImport Filters– It is important to know who the vendor is…if It is important to know who the vendor is…if

you cannot find the information on the you cannot find the information on the database’s site, contact your Liaison Librarian database’s site, contact your Liaison Librarian or the Information Deskor the Information Desk

Generally, save to a text file, and then Generally, save to a text file, and then import that file into RefWorks using the import that file into RefWorks using the appropriate filterappropriate filter

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Import Using Import Filters – Import Using Import Filters – Web of ScienceWeb of Science

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Import Using Import Filters – Import Using Import Filters – Web of Science (cont’d)Web of Science (cont’d)

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Import Using Import Filters – Import Using Import Filters – Web of Science (cont’d)Web of Science (cont’d)

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Import Using Import Filters – Import Using Import Filters – Web of Science (cont’d)Web of Science (cont’d)

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Import Using Import Filters – Import Using Import Filters – Web of Science (cont’d)Web of Science (cont’d)

Accept Default Type

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Import Using Import Filters – Import Using Import Filters – Web of Science (cont’d)Web of Science (cont’d)

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Import Using Import Filters – Import Using Import Filters – Web of Science (cont’d)Web of Science (cont’d)

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Import Using Import Filters – Import Using Import Filters – Web of Science (cont’d)Web of Science (cont’d)

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Import Using Import Filters – Import Using Import Filters – Web of Science (cont’d)Web of Science (cont’d)

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Enter manuallyEnter manually

Use ifUse if– There is no Direct ExportThere is no Direct Export– There is no Import FilterThere is no Import Filter– The citation is not available electronicallyThe citation is not available electronically– You have a print copy of an articleYou have a print copy of an article– Your item is a book (generally not included in Your item is a book (generally not included in

journal indexes)journal indexes)

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Enter Manually (cont’d)Enter Manually (cont’d)

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Enter Manually (cont’d)Enter Manually (cont’d)

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Enter Manually (cont’d)Enter Manually (cont’d)

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Your Turn!Your Turn!

Using CSA or Web of Science, put some Using CSA or Web of Science, put some references into your folderreferences into your folder– Go to the “Find Journal Articles, etc.” page Go to the “Find Journal Articles, etc.” page

from the Library’s home page (from the Library’s home page (http://www.lib.uwaterloo.ca/http://www.lib.uwaterloo.ca/) )

– For a list of CSA databases, click on the down For a list of CSA databases, click on the down arrow under Popular Choicesarrow under Popular Choices

– For Web of Science, click on W under For Web of Science, click on W under Databases by NameDatabases by Name

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Viewing Your ReferencesViewing Your References

Take a look at all the filled-in fields in the Take a look at all the filled-in fields in the record record – e.g. Descriptors, Abstract, personal e.g. Descriptors, Abstract, personal

annotations, etc.annotations, etc.

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Viewing Your References (cont’d)Viewing Your References (cont’d)

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Viewing Your References (cont’d)Viewing Your References (cont’d)

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Modifying Your ReferencesModifying Your References

Make correctionsMake corrections

Add an AbstractAdd an Abstract

Add Descriptors (indexing terms)Add Descriptors (indexing terms)

Annotate references using the Note or Annotate references using the Note or User fieldsUser fields

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Modifying Your Records (cont’d)Modifying Your Records (cont’d)

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Modifying Your Records (cont’d)Modifying Your Records (cont’d)

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Your Turn!Your Turn!

Choose a record and Choose a record and – Add an Abstract (use the Notes field if there is Add an Abstract (use the Notes field if there is

already an Abstract)already an Abstract)– Add a Descriptor (subject heading)Add a Descriptor (subject heading)– Annotate the record in a User fieldAnnotate the record in a User field

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Generating a BibliographyGenerating a Bibliography

It’s as simple as clicking a button and It’s as simple as clicking a button and choosing a citation style!choosing a citation style!

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Generating a BibliographyGenerating a Bibliography

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Generating a Bibliography (cont’d)Generating a Bibliography (cont’d)

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Generating a Bibliography (cont’d)Generating a Bibliography (cont’d)

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Your Turn!Your Turn!

Generate a bibliography of the references Generate a bibliography of the references in your folderin your folder

Questions?Questions?

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For more information…For more information…

Contact your Liaison LibrarianContact your Liaison Librarian

Attend RefWorks AdvancedAttend RefWorks Advanced– Wednesday, November 23Wednesday, November 23rdrd

– Covers managing and searching your Covers managing and searching your personal database, sharing references, linking personal database, sharing references, linking to full-text of articles, and using Write-N-Cite to full-text of articles, and using Write-N-Cite to format your paperto format your paper