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Ref works 2011

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From Margaret Koopman: …

From Margaret Koopman:

The University of Cape Town subscribes to RefWorks, a web-based reference management service used for storing and organizing references. UCT staff and students may use RefWorks on campus and also off-campus (by logging in via EZProxy).

More information about RefWorks can be found on the UCT Libraries RefWorks information page.


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  • 1. Margaret Koopman 2011
  • 2.  
  • 3. Outline
    • Web-based reference management service used for storing, organizing and searching your references
    • Create a personal database accessible from any computer linked to the Internet without having to download or install special software
    • use Write-N-Cite together with Wordprocessor to automatically insert in-text citations into documents and create bibliographies in the citation style of your choice*
    • *When you are in Write-N-Cite you can work offline to overcome the frustration of response time lags
    • Import bibliographies from Mendeley to Refworks
    • UCT staff and students may use RefWorks on campus and also off-campus (by logging in via EZProxy)
  • 4. Registering as RefWorks User https://www.refworks.com/Refworks/newuser.asp
  • 5. Log in to Refworks https://www.refworks.com/Refworks/login.asp?WNCLang=false
  • 6. Off-campus Login https://ezproxy.uct.ac.za/login
  • 7. Setting up your DB
  • 8. What can you do?
    • Export/Import references from
      • Google Scholar
      • Web of Knowledge (Thomson Reuters)
      • Word Processor doc
      • Text
      • EndNote (or similar DB)
      • Mendeley
  • 9. Exporting to RefWorks from Google Scholar click on Scholar Preferences.
  • 10. Exporting to RefWorks from Google Scholar
    • Scroll down to the bottom of the Preferences page
    • Click on "Show links to import citations into“ in the Bibliography Manager section
    • Click on Save Preferences.
  • 11. Exporting to RefWorks from Google Scholar
  • 12. Cautions!
    • Response time is slow
    • Export is reference by reference
    • Default is journal article – if you are exporting a book/book chapter you have to edit the reference
    • Only the first page of the reference is entered- you have to enter the last page
    • Typos are transferred into your DB
    • NB Rubbish In – Rubbish Out
  • 13. Exporting to RefWorks from Web of Knowledge
    • Run your search profile
    • Mark any references you want to import
    • Click on marked list
    • Save in other reference software
    • Import to RefWorks
  • 14. Import to RefWorks
  • 15. Import .txt or .doc files to RefWorks
    • Format your file according to the requirement of RefWorks
  • 16. Export bibliography from Mendeley
    • Mendeley does not have a suitable range of bibliographic styles
    • In order to export from Mendeley, create a collection to hold the references you wish to export
    • In RefWorks create a folder in which you wish to import the bibliography
  • 17. Create Collection in Mendeley Click on Create Collection, this will highlight the words Untitled Collection. Type the name of your collection in this space, e.g. ConsBiol Paper
  • 18. Create Collection in Mendeley
    • Swich database view to All Documents
    • Drag & drop the papers you need into the ConsBiol Paper collection
  • 19. Exporting your collection
    • Highlight all the papers in your ConsBiol Paper Collection
    • Click on Export – you will see that three versions are offered, we are using BibTex
    • Give your export file a name and save to a folder on your PC
  • 20. Import BibTex file into Refworks
    • Point at the References folder on your Refworks Menu, click on Import
  • 21. Import BibTex file into Refworks
    • Click on drop down menu next to Import Filter/Data Source
    • Change import data source to BibTex
  • 22. Import BibTex file into Refworks
    • Click on drop down menu next to Database and chose one of the DBs which has BibTex as an output format e.g. ACM Digital Library
    • Specify folder ConsBiol
    • Navigate to your .bib file which you exported from Mendeley
    • Click on Import
  • 23. View Imported References
    • Click on your ConsBiol folder to check your imported references – there will be checking to do! Click on edit to the top right of each reference
    • To make this easier I suggest that you open Mendeley & RefWorks side by side – you can even cut and paste from your pdf in Mendeley
  • 24. Create your bibliography
    • Jump to slide 29 for the instructions to convert your style to Conservation Biology
    • Click on Bibliography
    • Change Output Style to Conservation Biology
    • Find the document you are working with
    • Change File Type to Create to the word processing package you are using
    • Specify the folder your references are in
    • Click on Create Bibliography
    • NB you should have a valid document which is already populated with the citations from Mendeley
  • 25.  
  • 26. Create your bibliography
    • Open your bibliography and paste into your article
  • 27. Write-N-Cite
    • Download software for
    • Write-N-Cite III for Windows
      • MS Vista and Word 2007 compatibility
      • Also compatible with XP and Word 2003
      • Single document formatting
      • Faster formatting for large documents
      • Includes Ability to Write and Format Papers Offline
    • Write-N-Cite v.2 for Windows
      • Two document formatting (draft and final versions)
      • Compatible with XP and Word 2003 and lower
    • Write-N-Cite v.2.5 for Mac
      • Microsoft Word for Mac 2008 compatibility
      • Mac OS X version 10.3 or later (including Leopard) compatibility
    • Write-N-Cite v.2 for Mac
      • Compatibility with Microsoft Word for Mac X and lower
      • Mac OS X version 10.3 or earlier
  • 28. Write your document
    • The Write-N-Cite toolbar will appear on your Wordprocessor toolbar
  • 29. Add your citations
    • Place your cursor where you want the reference inserted
    • Switch to Write-N-Cite and click the Cite link next to the correct reference
    • This will automatically insert the opening and closing curly brackets as well as the Ref ID, Author Last Name and Year.  This is called a Temporary Citation Placeholder and it is what RefWorks reads when formatting your paper.  It is not what your final citation will look like
  • 30. Selecting the citation style
    • Click on Tools, Output Style Manager for a list of the different styles
    • Select the journal you plan to publish in from the drop down list
    • Add the style you wish to use to Favourites
    • Click on Preview Styles
  • 31. Create your bibliography
    • Click on Bibliography
    • Select the correct Output Style from your favourites
  • 32. Create your bibliography
    • Click on Create Bibliography
    • Voila!