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Introduction to using Refworks
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Introduction to using Refworks


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  • 1. R EF W ORKS An introduction…
  • 2. What is RefWorks?
    • A personal, web-based bibliographic database manager used to:
      • Manage citations,
      • Create bibliographies,
      • From any internet equipped computer anywhere in the world.
  • 3. Why use RefWorks?
    • RefWorks can:
      • Keep track of books and articles relating to your thesis subject or several topics at once,
      • Easily create bibliographies in the style of your choice (i.e. Chicago),
      • Help manage citations within your paper.
  • 4. Getting started…
    • Navigate to the “RefWorks” link on the library home page:
    • Register for an individual account,
    • (Important! You MUST be at a UW IP-authenticated computer to set up your account)
    • You will then receive a welcome message containing the UW Group Code (RWUWaterloo). Keep this!
  • 5. Using RefWorks…to create folders
    • You can create as many folders as you would like.
    • Each folder can hold an unlimited amount of references.
    • References can be assigned to more than one folder.
  • 6. Using RefWorks…to create folders
    • Click on “ Folders ”
    • “ Create New Folder ” Name the folder click “ OK ”
    • “ Remove from folder ” will do just that;
    • “ Delete ” will delete the reference from the database entirely.
  • 7. Using RefWorks …to add references
    • There are three ways to add references to your account:
      • Import directly – available through certain online databases, including TRELLIS
      • Import from other databases using an import filter
      • Enter citations manually
  • 8. Using RefWorks to…import directly
    • An increasing number of publishers and vendors are making this feature available, such as:
      • Avery Index
      • ScholarsPortal
      • and now… TRELLIS!
  • 9. Direct Export – Avery Index
    • Search your topic in your chosen database
    • Select the desired articles
  • 10. Direct Export – Avery Index (cont’d)
    • Click on RefWorks button at the top of the page
  • 11. Direct Export – Avery Index (cont’d)
    • Confirm selected records and Export to RefWorks
  • 12. Direct Export – Avery Index (cont’d)
    • Click on “View last imported folder”
  • 13. Direct Export – Avery Index (cont’d)
    • Select the citation(s) you want to organize
    • Click on “Put in folder”
    • Select the folder you want
    • Click on view to see the citations in your selected folder
  • 14. Export from TRELLIS
    • Search the catalogue
    • Select desired records
  • 15. Export from TRELLIS (cont’d)
    • “ Export to RefWorks” on bottom of screen
  • 16. Import Filters – Humanities Fulltext
    • Select desired articles from search results
    • Click on “Print Email Save” in the left nav.
  • 17. Import Filters – Humanities Fulltext cont’d
    • Select “Saving, Citing and Formatting for bibliographic software”
    • Under “Fields” select: All citation fields
    • Under “Format” select: For exporting to Bibliographic software
    • Select “Save”. A new window will open with the results.
  • 18. Import Filters – Humanities Fulltext cont’d
  • 19. Import Filters – Humanities Fulltext cont’d
    • Use browser’s “Save As” function and save in desired location with a .txt file extension.
    • Log on to RefWorks.
    • In the “References” toolbar select: Import
  • 20. Import Filters – Humanities Fulltext cont’d
    • Select appropriate Filter/Data Source.
    • Browse to retrieve your text file.
  • 21. Manual Entry
    • You may have to manually enter your citation if:
      • There is no Direct Export or Import Filter
      • The citation is not available electronically
      • You have a print copy of an article
      • Your item is a book (not in TRELLIS)
      • Your source is a website
  • 22. Manual Entry
    • From the “References” drop-down menu in the RefWorks toolbar, select: Add New Reference.
  • 23. Manual Entry
    • Select desired citation style and RefWorks will tell you which fields need to be filled.
    • Supply as much information as possible.
  • 24. Editing your references
    • View you references to see all content.
    • You can then…
      • Make corrections
      • Add an abstract
      • Add descriptors (indexing terms)
      • Annotate references using the Note or User fields
      • … using the “Edit” option next to each reference in your folder.
  • 25. Generating a Bibliography
    • … is SO easy!
    • Select “Bibliography” in the RefWorks toolbar
    • Choose:
      • Citation style
      • File type
      • What references to include
  • 26. Generating a Bibliography - cont’d
  • 27. Generating a Bibliography – cont’d
  • 28. What else?
    • Using the “Search” option in the toolbar you can search your database by Author, Periodical or Descriptor.
    • You can also search online catalogues, databases and RSS feeds through RefWorks.
  • 29. What else?
    • When you graduate you can either:
      • Transfer you account to your new RefWorks-subscribing organization
      • Purchase your own subscription to RefWorks
      • Export all your references to another citation manager
  • 30. What else?
    • Write-N-Cite is a downloadable plug-in (found under Tools) that can be used with RefWorks.
    • Available for Windows or Mac, but can be used in Word only.
    • Helps integrate references from your RefWorks database into the body of your paper.
  • 31. Having problems?
    • Extensive help in RefWorks can be found on our website.
    • Michele and Sara are also available to answer questions.
  • 32. Any Questions? Please contact Michele or Sara if you have any more questions about RefWorks