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RefWorks: The Basics

October 10, 2006

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What is RefWorks?

• A personal bibliographic software manager– Manages citations– Creates bibliogaphies

• Accessible from anywhere!

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Why use RefWorks?

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

• Create bibliographies easily and quickly in over 200 citation styles

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

the requirements of the journal• Insert references into a Word document

and have in-text citations/notes and the bibliography automatically generated using the Write-N-Cite module

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How do I access RefWorks?

• Click on the RefWorks link on the Library’s homepage (preferred method)

• http://refworks.scholarsportal.info/

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

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What We’ll Cover Today

• Setting up an individual account

• Creating folders

• Putting references into your RefWorks database

• Modifying references

• Generating a bibliography

• Using Write-N-Cite

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Setting Up an Individual Account

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RefWorks Login Page

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Creating Your Individual Account

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

your account

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Creating Your Individual Account

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RefWorks Interface

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RefWorks Interface –Help

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Creating Folders

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

• Click on

Folders Create New Folder

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Creating Folders

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Creating Folders

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Any Questions??

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Putting References into RefWorks

• Three methods– Direct Export– Import using an Import Filter– Enter manually

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Direct Export

• About a dozen publishers/vendors make this feature available, e.g.– CSA– ScholarsPortal– EI Engineering Village 2– PubMed– EBSCO– ProQuest

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Direct Export - CSA

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Direct Export– CSA

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Direct Export– CSA

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Direct Export - CSA

• If I’m not logged in to RefWorks, it will launch RefWorks allowing me to log in

• If I’m already logged in to RefWorks, it will automatically export…

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Direct Export– CSA

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Direct Export – CSA

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Import using Import Filters

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

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

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

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Import Using Import Filters – Web of Science

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Import Using Import Filters – Web of Science

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Import Using Import Filters – Web of Science

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Import Using Import Filters – Web of Science

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Import Using Import Filters – Web of Science

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Import Using Import Filters – Web of Science

Accept default type

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Import Using Import Filters – Web of Science

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Import Using Import Filters – Web of Science

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Import Using Import Filters – Web of Science

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Enter manually

• Use if– There is no Direct Export– There is no Import Filter– The citation is not available

electronically– You have a print copy of an article– Your item is a book (generally not

included in journal indexes)

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Enter Manually

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Enter Manually

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Enter Manually

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Any Questions??

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Viewing Your References

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

annotations, etc.

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Viewing Your References

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Viewing Your References

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Modifying Your References

• Make corrections

• Add an Abstract

• Add Descriptors (indexing terms)

• Annotate references using the Note or User fields

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Modifying Your Records

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Modifying Your Records

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Modifying Your Records

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Generating a Bibliography

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

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Generating a Bibliography

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Generating a Bibliography

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Generating a Bibliography

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Generating a Bibliography

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Any Questions??

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Using Write-N-Cite

• Insert references from RefWorks directly into your Word document

• Format your paper in the chosen output style

• Generate your bibliography in the chosen output style

• Two methods: – with the Write-N-Cite plug-in – without the Write-N-Cite plug-in

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Using Write-N-Cite (plug-in)

• Download the Write-N-Cite plug-in (under Tools) and follow the directions to install it on your computer

• Open Microsoft Word• Click on the Write-N-Cite icon• RefWorks is automatically launched• Log in to RefWorks

– If off-campus, you will need the Group Code• Check the “Always on top” box (optional)• NB: Save your document before generating the

bibliography• NB: Always work in the ORIGINAL document

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Using Write-N-Cite (plugin)

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Using Write-N-Cite (plugin)

If off-campus

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Using Write-N-Cite (plugin)

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Using Write-N-Cite (plugin)

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Using Write-N-Cite (plugin)

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Using Write-N-Cite (plugin)

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Using Write-N-Cite (plugin)

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Any Questions??

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For more information…

• Contact your Liaison Librarian

• Attend RefWorks Advanced– Monday, February 13, 2006– Covers managing and searching your

personal database, sharing references, linking to the full-text of articles, editing bibliographic formats, and using Write-N-Cite to format your paper

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Thank you!