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  • 1. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 RefWorks
is
an
online
bibliographic
management
system
that
allows
you
to
import
citations
from
over
 800
databases
and
the
WU
library
catalog.

 
 RefWorks
2.0
is
replacing
the
classic
version
of
RefWorks.
If
you
would
like
to
use
RefWorks
2.0,
you
 must
select
RefWorks
2.0
from
within
the
classic
version.
You
can
switch
back
to
the
old
view
at
any
 time.
 
 
 What can I do with RefWorks 2.0?   
 1. Subscription
gives
each
WU
faculty
and
student
a
free
account.
Create
and
manage
bibliographic
 citations
in
your
personal
RefWorks
database.
 2. Export
your
citations
in
multiple
formats
(MLA,
APA,
Chicago,
etc.)
 3. Import
citations
directly
from
the
Catalog,
EBSCO
databases,
CSA
databases
 4. Search
and
retrieve
citations
from
your
database
to
create
bibliographies
and
insert
citations
 directly
into
your
research
papers.

 5. Access
from
any
computer
with
internet
connection,
on
and
off
campus
ANYWHERE
 6. Constantly
updated
with
the
most
current
filters
(don’t
have
to
worry
about
managing
them
 yourself)
unlike
EndNote
 
 
 Accessing RefWorks  • Link
from
WU
library
homepage
 • Links
from
various
subject
guides
 • Off‐campus
Access
 o Windows
users
can
access
through
library
 website.
Website
link
will
use
the
proxy
server,
 click
on
YES
to
accept
certificate—agree
to
 display
insecure
information
 o If
this
doesn’t
work,
an
alternative
is
to
go
to
 https://www.refworks.com/RWSingle/login.asp?WNCLang=false
and
enter
group
code
 RWWUSTL,
click
on
Go to Login
and
then
enter
your
ID
and
password.
 
 Help  • http://libguides.wustl.edu/refworks/
 • Sarah
Bombich
–
sbombich@wustl.edu
|
935‐6003
|
AIM:
sbombich
|
twitter:
saleenl
 • Kasia
Leousis
–
kleousis@wustl.edu
|
935‐4377
|
AIM:
wuartlibrarian
 • Melissa
Vetter
–
mvetter@wustl.edu
|
935‐5079
|
AIM:
wupsychlibrarian
 
 1

  • 2. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 Navigating RefWorks  • Log
in
to
RefWorks
using
your
personal
account
 
 
 • Toolbar
 
 
 
 
 2

  • 3. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 Getting Citations into RefWorks  Five methods for entering references into RefWorks  1. Direct
export
from
the
database
with
a
single
click
(e.g.
Academic
Search
Premier,
etc.)
 2. Direct
export
from
the
WU
catalog
 3. In
databases
that
don’t
support
direct
export,
export
references
to
a
text
file
and
then
import
to
 RefWorks
(e.g.
WU
Classic
Catalog)
 4. Search
within
RefWorks
(not
covered
in
this
class)

 5. Manually
enter
references
(not
covered
in
this
class)
 
   Direct Export from EBSCO Databases  Some
databases,
such
as
Academic
Search
Premier,
have
a
RefWorks
export
button.
RefWorks
will
 launch
automatically
and
the
references
will
appear
in
a
Last
Imported
folder.
 Hands‐on With Direct Export in EBSCO Databases (e.g. Academic Search Premier)  1. Conduct
a
search
 2. Click
on
Add to folder
 under
the
first
three
records
 3. Click
on
Folder
 at
the
top
of
the
page
 4. Check
the
box
next
to
Select / deselect all
 to
choose
all
your
records
and
 then
click
on
the
export
icon .
 5. On
the
resulting
screen,
Direct Export to RefWorks
is
selected
by
default.
Click
on
Save
 .
 6. A
new
browser
will
open
up
to
the
RefWorks
login
page
(if
you
are
not
already
logged
in).
 NOTE:
If
this
fails
for
you,
you
may
need
to
turn
off
your
pop‐up
blocker
and
try
saving
again.
 7. RefWorks
will
report
that
the
import
completed
and
the
number
of
references
imported.
 8. Click
on
View Last Imported Folder .
 9. Double
check
to
make
sure
that
the
records
are
correct.
    3

  • 4. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 Direct Export from the Catalog  You
can
export
records
directly
from
the
library’s
new
catalog
into
your
RefWorks
account
with
just
a
 click.
 Hands‐on With Direct Export in WU Catalog  1. Search
the
WU
Catalog
to
find
the
citations
you
want.
Mark
each
record
(click
on
the
book
selected
 box)
and
a
drop
down
menu
will
appear.
 
 2. Select
an
action:
Export
selection
to
RefWorks
 
 3. The
RefWorks
log‐in
screen
will
appear.
Log
into
your
RefWorks
account.
 4. Your
records
should
import
automatically.
 
 5. Click
on
the
edit
icon
 
next
to
each
item
to
check
your
reference
to
ensure
that
it
has
imported
 correctly.
 
 6. While
on
the
edit
screen,
you
can
browse
to
the
actual
pdf
of
the
item
described
and
attach
it
so
 that
a
copy
is
saved
on
the
RefWorks
server
and
you
can
easily
find
it
from
anywhere.
 ‐‐‐‐‐‐‐‐‐‐‐‐Or, one item at a time.‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐  1. Search
the
WU
Catalog
to
find
the
citations
you
want.
Click
on
an
individual
record
to
see
more
 detail. 
 2. Click
on
 
on
the
right
hand
side
of
any
item
detail
page
to
add
it
to
your
 RefWorks
database.
 3. Click
on
the
edit
icon 
next
to
each
item
to
check
your
reference
to
ensure
that
it
has
imported
 correctly.
 FOREIGN LANGUAGE NOTE:
In
our
tests,
records
imported
from
the
WU
catalog
and
directly
exported
 from
databases
were
all
imported
correctly,
including
diacritics.

 4

  • 5. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 PubMed Export to Text and Import to RefWorks  Some
databases
do
not
have
the
RefWorks
button.
You
will
need
to
export
your
references
into
a
text
 file
and
then
import
them
into
RefWorks
and
specify
an
import
filter.
You
don’t
need
to
update
these
 filters;
they
are
maintained
by
RefWorks.

 
 Hands‐on with Export/Import from PubMed    1. Search
PubMed
 2. From
the
results,
mark
ones
you
wish
to
add
to
RefWorks
by
clicking
on
the
check
box
 3. Above
the
search
results,
click
on
Send to:

 4. Choose
File as
the
Destination
 5. Select
MEDLINE
as
the
Format
 6. Click
Create File
and
save
the
resulting
file
somewhere
you
will
be
able
to
find
it.
The
file
will
be
 named
pubmed_result.txt.
 7. Log
in
to
your
RefWorks
account.
 8. On
the
toolbar,
choose
References > Import.
 5

  • 6. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 
 
 9. Choose
NLM PubMed
as
the
Import Filter/Data Source.

 10. Choose
PubMed
as
the
Database.

 11. Then
navigate 
to
your
saved
file
(will
be
called
 pubmed_result.txt
by
default)

 12. Select
Import 
from
the
bottom
of
the
Import
References
window.
 13. The
citations
you
just
imported
will
appear
in
your
Last
Imported
folder.
 .
 6

  • 7. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 Organizing References and Creating Citations  Once
you
are
comfortable
adding
references
to
RefWorks,
you
can
organize
them
into
folders
and
 generate
formatted
bibliographies
and
in‐text
citations.
 Organize References Into Folders  To
see
all
your
references,
select
View > All References.
If
you
want
to
organize
your
references,
you
 need
to
use
folders.
 Hands‐On Creating a Folder    1. Click
on
the
New
Folder
access
button
above
the
references
 area
 
.
In
the
resulting
lightbox,
give
your
 folder
a
name,
for
course
or
subject
category.
You
can
 make
as
many
folders
as
you
want.
Click
on
Create.
 2. To
view
all
the
folders
you
have
created,
click
on
the
Folders
tab.
 

You
will
be
taken
to
a
folder
management
area.
In
this
area,
you
see
a
 list
of
all
of
your
folders
and
the
number
of
references
saved
in
each.
References
not
filed
into
 folders
are
also
listed
above
the
folder
list.
Click
on
any
folder
for
a
list
of
its
references. 
 3. Go
to
View > All References
 to
see
all
your
references,
regardless
of
folder
 placement.
Check
the
box
next
to
each
reference
you
wish
to
move
into
your
new
folder.

 4. From
the
folder widget select
the
name
of
the
new
folder
you
just
created.
 

 5. You
will
be
taken
back
to
the
All References
page,
but
you
should
see
the
name
of
the
folder
to
 which
you
just
added
your
references.
 
 7

  • 8. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 Bibliographies and Citations  You
can
generate
a
formatted
bibliography
from
a
list
of
references
within
RefWorks
and
create
all
in‐ text
citations
manually.
Alternatively,
you
can
download
and
install
the
Write‐n‐Cite
plug‐in
for
 Microsoft
Word
and
RefWorks
will
handle
all
in‐text
citations
and
bibliography
creation
within
Word
 automatically.
 Hands‐On Creating a Bibliography Within RefWorks  1. Click
on
the
Create
Bibliography
 
button.
 2. Select
the
desired
Output Style from the drop‐down menu. 
 3. Click
on
Format a Bibliography from a List of References.
 
Choose
a
 File Type to Create
that
reflects
the
word
processing
program
that
you
use.

 4. Decide
which
references
you
want
to
include,
All
or
only
the
contents
of
one
of
your
folders 
and
 select
Create Bibliography .
 5. When
prompted,
save
the
resulting
file.
 NOTE:
If
the
file
doesn’t
work
when
double‐clicked,
you
may
need
to
add
the
correct
file
 extension
such
as
“.rtf”
or
“.docx”.
 
 
 
 8

  • 9. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 Additional RefWorks Info  Direct Export from ProQuest Databases  Some
databases,
such
as
Academic
Search
Premier,
have
a
RefWorks
export
button.
RefWorks
will
 launch
automatically
and
the
references
will
appear
in
a
Last
Imported
folder.
 Hands‐on With Direct Export in ProQuest Databases (e.g. American Periodicals)  1. Conduct
a
search
 2. Check
the
box
next
to
all
items
in
your
search
result
that
you
would
like
to
add
to
RefWorks.
 When
you
check
the
box,
the
item
will
be
highlighted
in
yellow
and
added
to
your
marked
items
 folder.
 3. Click
on
Export
 

at
the
top
of
your
search
results
 4. On
the
resulting
page,
click
on
Export directly to RefWorks
or
the
RefWorks
 
 icon.
 5. A
new
browser

window
will
open
up
to
the
RefWorks
login
page
(if
you
are
not
already
logged
 in).
 NOTE:
If
this
fails
for
you,
you
may
need
to
turn
off
your
pop‐up
blocker
and
try
saving
again.
 6. RefWorks
will
report
that
the
import
completed
and
the
number
of
references
imported.
 7. Click
on
View Last Imported Folder .
 8. Double
check
to
make
sure
that
the
records
are
correct.
   Direct Export from CSA Databases  Some
databases,
such
as
GeoRef,
have
a
RefWorks
export
button.
RefWorks
will
launch
automatically
 and
the
references
will
appear
in
a
Last
Imported
folder.
 Hands‐on With Direct Export in CSA Databases (e.g. Avery Index, Index Islamicus, GeoRef )  1. Search
to
find
the
citations
you
want.

 2. Check
the
boxes
next
to
the
records
to
you
wish
to
save,
and
then
click
the
RefWorks
link
below
 the
tabbed
results:

 
 3. Once
you’ve
verified
the
records
you
want
to
export,
click
on
 .
 4. RefWorks
will
report
that
the
import
completed
and
the
number
of
references
imported.
 5. Click
on
View Last Imported Folder .
 6. Double
check
to
make
sure
that
the
records
are
correct.
 
 
 
 
 
 
 
 9

  • 10. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 Classic Catalog Export to Text and Import to RefWorks  Some
databases
such
as
the
Classic
Catalog
do
not
have
the
RefWorks
button.
You
will
need
to
export
 your
references
into
a
text
file
and
then
import
them
into
RefWorks
and
specify
an
import
filter.
You
 don’t
need
to
update
these
filters;
they
are
maintained
by
RefWorks. 
 
 Hands‐on with Export/Import from the WU Classic Catalog  1. Search
the
catalog
to
find
the
citations
you
want,
and
mark
each
one
 (click
the
Save  Marked Records
 button
on
any
results
screen,
or
the
Save Record
 button
on
the
record
for
an
individual
item).

 2. Click
the
View Saved
 button.

 3. Choose
Full Display
for
the
format,
and
Local Disk
for
the
Send List to
option,
then
click
Submit.

 You
can
open
the
text
file,
or
save
it
(someplace
you
can
find
it
again!).
 
 4. Log
in
to
your
RefWorks
account.
 5. On
the
toolbar,
choose
References > Import.
 
 6. Choose
Washington University, St. Louis, MO
for
the
Import Filter/Data Source.
 10

  • 11. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 
 7. Choose
Washington University Catalog (Full Display)
for
the
Database.
 
 8. Then
navigate 
to
your
saved
file
(will
be
called
 export.txt
by
default)
and
select
 
from
the
bottom
of
the
Import
References
window.
 9. The
citations
you
just
imported
will
appear
in
your
Last
Imported
folder.
 .
 
 NOTE:
You
can
also
direct
export
WU
Catalog
data
by
using
WorldCat.
If
using
WorldCat,
limit
holdings
to
 Washington
University
(holdings
are
delayed
by
a
month,
so
must
have
been
added
more
than
a
month
 ago
to
appear
in
results).

 
 
 Installing Write­N­Cite  1. You
first
need
to
download
and
install
Write‐N‐Cite
(WNC).
Go
to
Tools > Write‐N‐Cite.
 
 2. Select
the
appropriate
installer
and
follow
the
install
directions.
 3. Once
installed,
the
Write
‐N‐Cite
sign
 will
appear
on
all
Word
2003
and
earlier
documents
 in
the
top
right
hand
corner.
In
Word
2007,
it
appears
in
the
add‐ins
menu.
It
also
appears
as
a
 shortcut
on
your
desktop.
On
the
Mac,
you
need
to
manually
launch
the
Write‐N‐Cite
 application.
 
 11

  • 12. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 Demo: Write‐N‐Cite  • In‐Text Citations  1. From
Microsoft
Word
click
on
Write‐N‐Cite
in
the
right
top
corner
of
the
 Word
document
or
manually
launch
the
Write‐N‐
Cite
program.
 2. When
prompted,
log
in
using
the
same
login
and
password
you
use
for
RefWorks.
 3. Select
the
proper
folder
from
View > Folder.
 4. In
your
paper
click
where
you
want
to
insert
the
citation.
 5. Switch
to
Write‐N‐Cite
and
click
the
Cite
link
adjacent
to
the
correct
reference.
 NOTE:
Write‐N‐Cite
automatically
inserts
double
curly
brackets
as
well
as
the
Ref
ID,
 Author
Last
Name,
and
Year.
This
is
a
placeholder.
 6. To
cite
a
second
reference
in
the
same
location,
click
the
Cite
link
for
the
second
 reference.
The
reference
information
is
automatically
inserted
in
the
same
set
of
curly
 brackets.
 NOTE:
The
in‐text
references
are
not
the
final
product—they
are
coded.
The
final
document
will
 be
formatted
when
you
create
a
bibliography.
 • Create a Reference List/Bibliography  1. Click
Bibliography
in
WNC
to
generate
the
formatted
paper.
 RECOMMENDATION:

Don't
create
your
bibliography
until
your
paper
is
completely
done!
 2. Select
the
Output Style
and
select
Create Bibliography
 3. Write‐N‐Cite
will
create
a
bibliography
and
in‐text
citations
from
the
records
that
you
 cited.
 
   Off­Campus Access and Using Write­N­Cite  Off‐campus
users
must
either
use
the
group
code
(RWWUSTL)
or
authenticate
through
the
library
proxy
 server.
To
access
RefWorks
through
the
proxy
server,
you
can
do
one
of
the
following:
 • always
access
RefWorks
from
links
on
our
library
web
pages
 • create
a
bookmark
or
shortcut
to
the
following
address:
 http://libproxy.wustl.edu/login?url=http://www.refworks.com/refworks/
 
 NOTE:
When
logging
in
from
off‐campus
via
the
proxy
server,
you
will
receive
a
security
certificate
error.
 This
is
because
the
security
certificate
is
being
read
as
www.refworks.com.libproxy.wustl.edu
when
you
 log
in
through
the
proxy
server.
Accept
the
exception/click
OK
(depending
on
your
web
browser)
to
 continue
to
RefWorks.
 
 Write‐N‐Cite When Off‐Campus  Please
log
in
with
the
Group
Code
(RWWUSTL)
and
your
Log‐in
Name
and
Password
when
using
Write‐ N‐Cite
off‐campus.

While
you
can
try
configuring
WNC
for
the
proxy
server
this
has
been
known
to
 cause
problems,
and
we
don't
recommend
it.
 12

  • 13. RefWorks 2.0, The Savvy Researcher
 27
Oct
2010

 Direct Export With Google Scholar  You
can
now
set
an
export
preference
to
send
data
from
Google
Scholar
to
your
RefWorks
account
with
 the
click
of
a
button.
 Hands‐on With Direct Export in Google Scholar  Set up  1. From
the
Google
Scholar
search
page,
click
on
the
Scholars
Preferences
link
at
the
top
right.
 2. Scroll
down
to
the
Bibliography
Manager
section.
 
 3. Select
Show
Links
to
Import
into
and
select
RefWorks
from
the
drop‐down.
 4. Click
Save
Preferences.
 
 To initate a direct export to RefWorks
 1. Conduct
your
search
in
Google
Scholar 
 2. Each
record
displayed
will
have
an
Import
into
RefWorks
link
under
the
citation.
Clicking
on
the
 link
will
launch
the
RefWorks
login
page.
 3. Once
you
log
in,
you
are
brought
automatically
to
the
Edit
view
of
the
reference.
If
you
do
not
 wish
to
edit
the
record,
you
can
navigate
to
any
other
area
of
RefWorks.
 4. Your
record
is
stored
in
your
Last
Imported
Folder.
 
 
 13