REFWORKSPresented and compiled by Jen Eidelman

http://www.lib.uct.ac.za/Email: jen.eidelman@uct.ac.za

Ph: 021 650 2773

This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License

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What will I learn today?

• How to find RefWorks HELP• How to create an account in RefWorks• Direct export citations from 2 databases• Create a folder• Create a bibliography from a list of references• Create a bibliography using Write-N-Cite

1. RefWorks:

2. UCT Harvard Referencing Style• Where to find referencing HELP from the library page• Books• Journal Articles• Web pages

Why use RefWorks?• Create a personal database accessible from any computer

linked to the Internet without having to download or install special software;

• Import and store an unlimited number of references from databases–search results from a wide variety of databases can be automatically exported into RefWorks with the click of a button;

• Organize and manage references–sort and file references quickly and easily using folders;

• Search references by keyword, author, journal title;

• Use Write-N-Cite together with MS Word to automatically insert in-text citations into documents and create bibliographies in the citation style of your choice.

Introducing RefWorks

Introducing RefWorks Finding help

Go to: http://www.lib.uct.ac.za

Click on the page tabs above * to

access instructional slideshows.

Click on these links * for

instructional material from

RefWorks.

Introducing RefWorks - Finding helphttp://libguides.lib.uct.ac.za/refworks

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Introducing RefWorks - Finding help

Finding Help in RefWorks

This is the HelpFile in RefWorks

For a great instructional tour guide around RefWorks 2.0 go to:http://www.refworks-cos.com/refworks/rwpreview/RefWorks_New_UI_demo.htm

Create a RefWorks account at UCT Libraries

1. Go to: http://www.lib.uct.ac.za

2. Go to ‘Research Help’ and then click on ‘RefWorks’ / ‘Access RefWorks’ (Please remember that if you are not on campus click the OFF CAMPUS LOGIN button to login to the library resources before you login to RefWorks.)

Log in to RefWorksOr sign up for a new account

Create a RefWorks account at UCT Libraries

Create a RefWorks account at UCT Libraries

Sign up for a new account

Create a RefWorks account at UCT Libraries

Login to RefWorks at UCT Libraries

Login to RefWorks

HOW DO WE GET REFERENCES INTO REFWORKS?

Import directly from certain online databases(see: http://libguides.lib.uct.ac.za/refworks-direct-export

Import text files containing references from online databases(see: http://libguides.lib.uct.ac.za/refworks-text-files

Manually enter the reference(see: http://libguides.lib.uct.ac.za/refworks-manual-entry

Use ‘RefGrab It’ to import information from a website.(see: http://libguides.lib.uct.ac.za/refworks-refgrabit)

Searching online catalogues within RefWorks and importing them into RefWorks.

(see: http://libguides.lib.uct.ac.za/refworks-search-online-catalogues)

Rss Feeds (see: http://libguides.lib.uct.ac.za/refworks-rss-feeds)

Direct Export to RefWorks from a DatabaseUsing Web of Science as an example

Get references into RefWorksDIRECT Export method

http://www.lib.uct.ac.za

From ‘Search & Find’ choose Databases

CHOOSE WEB OF SCIENCE

Get references into RefWorksDIRECT Export method

Web of ScienceGet references into RefWorks – Direct export

Change drop down menu to topic

Change timespan to limit your search to specific years

Tick the box.Export the information (bibliographic details) to RefWorks

Web of ScienceGet references into RefWorks – Direct export

• From the drop down menu, choose the information you wish to send to RefWorks.

• Click SEND

Web of ScienceGet references into RefWorks – Direct export

Get references into RefWorks Imported from a Database

Get references into RefWorks Imported from a Database

Get references into RefWorks Imported from a Database

Save a reference from a database search.

Attach the file in RefWorks.Use SFX to check availability of full text access.

Attach your saved full text reference to the reference in RefWorks

Click on FULL TEXT and then SFX

Web of ScienceSave a full text reference - SFX

The full text is available from ScienceDirect

Click on the GO button.

SFX will tell you if the article is available in full text or not.

There is also a link here to the library catalogue (ALEPH) if you want to see if the print version is available.

Web of ScienceSave a full text reference - SFX

Click on Download PDF to get the full text.

Web of ScienceSave a full text reference

Save the article to your computer

Web of Science – Save the article

Click on the EDIT icon

Web of ScienceATTACH a file to a reference in RefWorks

Browse for the file you just saved on your computer

ATTACH a file to a reference in RefWorks

• Browse for the file you just saved on your computer• Click Open

PDF is now attached to this referenceClick ‘Save Reference’

• A paper clip icon is now displayed in this reference to indicate that there is an attachment

• Hover the mouse over the icon and click on the name of the file to read the full text

Direct Export to RefWorks from a Database

Using GeoRef via EBSCOHost as an example

Get references into RefWorksDIRECT Export method

Choose GeoRef – via EBSCOHost

GEOREF – via EBSCOHOST

GEOREF – via EBSCOHOST

GEOREF – Export to RefWorks

Click on the title of the article to open the full view

GEOREF – Export to RefWorks

Select the ‘Direct export to RefWorks’ buttonThen click ‘Save’

This action will export the information (bibliographic details) to RefWorks

GEOREF – Export to RefWorks

Importing to RefWorks from a Database

Importing to RefWorks from

a Database

Importing to RefWorks from a Database

For a full list of all the Direct Export partners available see:http://www.refworks-cos.com/refworks/DEPartners/

DIRECT Export

For a full list of all the import filters available see:http://www.refworks-cos.com/refworks/ImportFilters/

Organising your results in RefWorks

Now that you have done your research and imported your references you might want to organise them.

Organising your results in RefWorks

Click the ‘New Folder’ tab to create a new folder

Type the Name of your new folder and click ‘Create’.You also have the option of creating a subfolder. Create as many folders as you wish.

Organising your results in RefWorks

View all your folders by clicking on the ‘Organize & Share Folders’ tab

Here is the new folder we just created

Organising your results in RefWorks

If you click on the folder icon, a drop down menu option allows you to:• Create a subfolder• Delete or rename a folder• Clear references from a folder• Find duplicate references• Create Bibliography• Export

In the ‘Organize & Share Folders’ area you can view unfiled references and duplicates

View contents of folders by clicking on the corresponding link.

Organising your results in RefWorks

You have one folder already that cannot be renamed or deleted called “Last Imported” folder. The last group of references you import into RefWorks are always placed in the `Last Imported’ folder. Any previously imported references are automatically moved into the unfiled references area (unless you move them into a folder!)

Organising your results in RefWorks

Use the ‘Remove from Folder’ feature rather than Delete. Items to be removed from a folder are to be marked and then the correct button used.

Removing a reference from a folder.

Remove from folder button.

Tells you which folder you’re in.

How to get your references into folders

“View”, “All References” shows you all the references in your database, regardless of which folder they are in.

How to get your references into folders

You select which references you want to put in your folder:• Specific references

How to get your references into folders

You select which references you want to put in your folder:• All References on page

How to get your references into folders

Select the references to file by ticking in the box next to the reference. 

In the “Add to” drop down, choose the folder you want to move the selected references to

ORHover your mouse over the grey area of the reference you want to move.The quad arrow icon will appear.Drag and drop your reference into the folder on the right of the screen.

How to get your references into folders

You’ll receive a success message ...

Note: You can put your references in more than one folder (you do not have to add or import them multiple times).

How to get your references into folders

Generate a bibliography

“Format a Bibliography from a List of References” allows you to generate a bibliography (in the output format you choose) based on all the references

in your database, selected references or only references in a specific folder.

Generate a simple reference list

First choose the references you want to include in your reference list.

Choose selected references from all references orChoose selected references from a specific folder

Generate a bibliography

Click on the “Create Bibliography” button.

Generate a bibliography

There are many bibliography styles to choose from.

Select a style - we’re going to use the Harvard UCT style for our bibliography

Generate a bibliography

Select “References to include”. Choose the end result for your file (Word for Windows, Word for Mac, Open Office, Text, HTML, or Rich Text Format (RTF). Click “Create Bibliography”

Generate a bibliographyIf your reference list does not download automatically you will be prompted to click either one of the links below.The first link will download your Word document. The second link sends you an email with the document attached. OR

Generate a bibliography

Save your document to your computer or to a disk

Generate a bibliography

The reference list/bibliography opens in a Word document. Save your document.

You can copy and paste your completed bibliography into your paper.

Write-N-Cite III

Write-N-Cite allows you to write your paper in Microsoft Word and insert temporary citation placeholders directly from RefWorks with the click of a button.Then Write-N-Cite will create your in text citations and your bibliography (based on your citation placeholders) and add it to your paper!

Write-N-Cite

Write-N-Cite requires you to download a small (free) program that provides access to an abbreviated version of your RefWorks account while you are working in MS Word. You won’t be able to add, edit or delete references, but you will be able to search, view and cite them.

Write-N-Cite

In RefWorks go to “Tools” then to Write-N-Cite

After you have downloaded the software, all you need to do is open Microsoft Word and you can open Write-N-Cite from there (Windows users only) or launch Write-N-Cite from your desktop....

Write-N-Cite

Write-N-Cite for Windows installs a button (ADD INS) within your Microsoft Word. Click on the Write-N-Cite button to start Write-N-Cite. You can start Write-N-Cite from your desktop or from your programs menu.

Microsoft Word Window

Write-N-Cite

You can select “Always on top” if you want Write-N-Cite to always display over Microsoft Word.

Log in to Write-N-Cite with your RefWorks name and password

Write-N-Cite

Write-N-Cite opens and displays all your references. If you want to use just the references for a specific folder select it from the “View”, “Folder” drop-down

You can also conduct a search to locate the references you want to use

First click on LOAD IT to start MS Word

Write-N-CiteLet’s begin writing our paper. We will drag Write-N-Cite out of the way.

This is a Microsoft Word document

We are ready to insert our first temporary citation placeholder in the Microsoft Word document.....

Click Write-N-Cite to find the reference you wish to cite. (In other words you are toggling betweenMicrosoft Word and Write-N-Cite)

Write-N-CiteWhen you’re ready to insert a citation, simply click on the “Cite” link next to the reference you want to use.

Then go back to your Microsoft Word document

Write-N-CiteRemember we’re just inserting temporary citations - they will be formatted properly when you have completed your paper and selected the output style for your bibliography.

Write-N-Cite has inserted your temporary citation into your paper.

This is a Microsoft Word document

Write-N-Cite

You can preview how your formatted citation will appear, as well as make modifications by clicking on “Edit Citation” in Write-N-Cite.

Write-N-Cite

1. Select a target output style to preview your citation... For this example choose Harvard - UCT

2. Then a preview will pop up to show you what your citation will look like when formatted ....

Write-N-Cite

Let’s insert a page number in the ‘Text After’ column. For example use the format : 10

Notice the preview is now updated with your change.

Click “SAVE to Word” to keep your citation changes.

Write-N-Cite

You can add and edit multiple citation placeholders at the same time ... just click on the cite links for all the references that you want to cite together.

Write-N-Cite

These temporary placeholders will be properly formatted later when you are ready to create the bibliography. {{259 Laking,G. 2009; 257 Morris,Peter 1994; 250 Study of Man's Impact on Climate 1971}}

Write-N-CiteWhen you’re finished writing your paper, go to “File”, Save As, Name it, and Save it.

After you have saved your document, drag Write-N-Cite up again

Select ‘Bibliography’ from the toolbar

Write-N-Cite

1. Select a bibliography output style from the drop down list.

2. Click the “Create Bibliography” button and the bibliography will be created in your Word document.

Write-N-Cite

Here the bibliography has been created in your Word document and the temporary placeholders have been properly formatted.

Referencing helphttp://www.lib.uct.ac.za/research-help/referencing-help/

Referencing help

http://libguides.lib.uct.ac.za/refworks-referencing

THANK YOU!Jen.Eidelman@uct.ac.za