This presentation provides an overview of the citation management software, RefWorks. Please contact the author with any questions.

1. Introduction to RefWorks
Introduction to RefWorks
Linda Galloway
lmgalloway@esf.edu
Original presentation
created by:
Tom Keays
htkeays@syr.edu

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Why Use RefWorks?
• Accessible – store your references in a single place
and access no matter where you are
• Privacy – requires login to access your references
• Widely supported – can import directly from many
scholarly databases
• Organization – sort your references into folders for
better management and recall
• Integration – create bibliographies and lists of cited
works directly in the papers you are writing
• Citation formats – apply the style required in your
paper

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RefWorks Basic Training
• Overview of RefWorks
• Participants create their accounts
• Participants add content to their database
• RefWorks tools and tips
• Advanced features
•Write-n-Cite
•Ref-Grab-it

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By default, references are added to ‘Last Imported’ folder
You can then create and move selected references
into custom folders

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Before we get started…
Questions?
Pop-up Blockers
(Open up a browser window)

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Let’s Create our Database!
• Create a new account OR
• Log in to an existing account
From Moon Library home page, choose ‘Shortcuts’
dropdown menu -> Citation Support and click on
‘RefWorks’ tab or
http://researchguides.library.syr.edu/refworks

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Adding citations to RefWorks
1. Export citations from a database that
includes a direct export feature
2. Import citations from a text file
or by copying and pasting
3. Manually enter citations

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Adding content to your Database
Option 1 - Export citations from a
database that includes a direct export
feature
• Minimize RefWorks on your
desktop
• Open up the database
Scopus

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Select references and “Output”

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proquest research library

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Proquest Research Library
x
x

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Mark one or more of the citations you
wish to add to your database,
then select ‘Export’
x

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Search for a book using Discover

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Can refine search in Discover
using facets

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Select a title, then ‘Export to RefWorks’

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Organize citations within
Refworks
• Creating and naming folders
• Continuing to add citations to folders
– Direct export
– Text files
– Manually

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Creating Folders
• From the pull-down menu Folders select
Create New Folder
• Enter a name in New Folder Name; click
OK

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Putting References into Folders
• Select desired references
• Choose destination folder – choose
Put in Folder from drop-down menu

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Adding content to your Database
Option 2 -Import citations from a text file
by copying and pasting
Web of Science

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1.Export the citation from the database in plain text to a text editor like Notepad.
2.Select all text on the notepad page and copy it to the clipboard.
3.Open up RefWorks. You will import into RefWorks.
4. Choose ISI and the correct database, as shown above.
5.Select “import data from the following text” and paste the text file in there.
6.Import and you will be done.

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Editing & Viewing References
•Correct errors/omissions in citations
•Add notations or information to a citation
•Attach full-text of articles to citations

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Correct errors
Add attachment
Add User Fields (at bottom)

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View Reference –
Important additional
content included
Date you created RefWorks entry
URL to full text

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View Reference –
Important additional
content included
Full text of document you’ve attached
Abstract
Database

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Adding citations to RefWorks
Option 3 - Manually enter
citations

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Advanced Features
• Write-N-Cite
• Ref-grab-it

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Write-N-Cite
• Add references to a paper
(Microsoft Word document)
• Format the reference list using a
citation style that you choose
• If you have a previously installed
version of Write-N-Cite, uninstall it
and install the newest version.
• Write-N-Cite III may be used offline –
no internet connection required

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x

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To start RefWorks in Word 2007,
select the Add-Ins tab

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To start RefWorks in Word 2003,
select the icon

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You will be prompted to log in to your account…

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{{305 Santos,M 2007; }}

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To work offline, first Create/Update Offline Database

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Then simply select ‘Work Offline’ check box

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RefGrab-It
• Add RefGrab-It “bookmarklet”
to browser links toolbar
• Use RefGrab-It to import webpages

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Citation Support
• http://researchguides.library.syr.edu/citation
– Information on citation styles
– APA, MLA, Turabian, etc.
• Copyright and plagiarism
– SU Academic Integrity Office
• RefWorks login and help
– also available from Moon Library Home Page

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Questions?

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Biological Sciences
wolf OR wolves

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Why Use RefWorks?
• Capture citations from databases
at the time you find them
• Organize citations by topic (tagging/folders)
• Find articles again using SULinks
• Make notes and annotations specific to the
citation
• Insert citations into papers you are writing
• Format the bibliography in the required style

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