Successfully reported this slideshow.
Your SlideShare is downloading. ×

RefWorks Workshop 11 August 2016


Check these out next

1 of 66 Ad

More Related Content

Slideshows for you (20)


Similar to RefWorks Workshop 11 August 2016 (20)

More from UCT (20)


Recently uploaded (20)

RefWorks Workshop 11 August 2016

  1. 1. How to manage your citations using RefWorks Presented and compiled by Jen Eidelman Email: Ph: 021 650 2773 1
  2. 2. “Reference Management Software” “Bibliographic Management Software” “Citation Management Software”  Build up your OWN PERSONAL DATABASE of references  FREE at UCT  Store references SAFELY on the RefWorks server  BACK UP your references on your PC  ORGANISE your references in folders  IMPORT UNLIMITED REFERENCES from databases and the Web  SEARCH your references with the RefWorks search engine  SAVE the abstracts of articles / ATTACH files to articles  Link to FULL TEXT  Insert IN-TEXT REFERENCES into your documents  CREATE BIBLIOGRAPHIES automatically Slide by Fiona Jones
  3. 3. Topics covered in workshop: • Find RefWorks @UCT Libraries – Login page • RefWorks LibGuide / Help in RefWorks • Create an account • Customise your settings • Getting references into RefWorks • Attach a file to a reference • Search for references in Refworks • Create folders • Organise and share folders • Move references into folders / move a reference from one folder to another • Add references to a reference list • Create a list of ‘favourite’ styles • Generate a bibliography • Write-N-Cite
  4. 4. • • Research Help • RefWorks Please remember that if you are not on campus click the OFF CAMPUS LOGIN button to login and then choose RefWorks from the list. Find RefWorks at UCT Libraries
  6. 6. • • RefWorks Help: • • RefWorks – sign up for a new account • If you have an account log in to RefWorks Find RefWorks at UCT Libraries
  7. 7. Click on the page tabs to access instructional slideshows. Click on the links for support & instructional material from RefWorks. RefWorks GUIDE at UCT Libraries
  8. 8. Finding HELP in RefWorks
  9. 9. RefWorks – sign up for a new account Create an account in RefWorks
  10. 10. Customise your settings Customise your settings in RefWorks
  11. 11. Choose which output style you wish to appear as your default styles Customise your settings in RefWorks
  12. 12. HOW DO WE GET REFERENCES INTO REFWORKS?  Import directly from certain online databases (see: or  Import text files containing references from online databases (see:  Manually enter the reference (see:  Searching online catalogues within RefWorks and importing them into RefWorks. (see:  RSS Feeds (see:
  13. 13. • Search Google Scholar and import references into RefWorks • • Databases by Platform Direct Import – Database to RefWorks
  14. 14. • Search Google Scholar for references Direct Import – Database to RefWorks
  15. 15. • Choose ‘settings’ to set up Google Scholar to import references into RefWorks Setting up Google Scholar for RefWorks
  16. 16. • Choose RefWorks from the Bibliography Manager drop down menu. • SAVE your changes Setting up Google Scholar for RefWorks
  17. 17. • Search for a document in Google Scholar • Import into RefWorks Direct Import – Google Scholar to RefWorks
  18. 18. • Choose – Export to legacy RefWorks Choose Legacy RefWorks until we roll out the new RefWorks
  19. 19. Click on ‘VIEW LAST IMPORTED FOLDER’ Direct Import – Google Scholar to RefWorks
  20. 20. Article is imported Click the ‘view’ button to make sure the correct information has been imported Direct Import – Check your reference Use the edit button to make changes
  21. 21. • Search Web of Science and import references into RefWorks • • Databases (A-Z) Direct Import – Database to RefWorks
  22. 22. Web of Science Direct Import to RefWorks Change drop down menu to ‘topic’ Change timespan to limit your search to specific years
  23. 23. Web of Science – Import the information (bibliographic details) to RefWorks Tick the box next to the reference you wish to import. Click ‘Save to RefWorks’
  24. 24. Web of Science Direct Import to RefWorks
  25. 25. Login to RefWorks
  26. 26. Direct Import to RefWorks
  27. 27. Click on the magnify icon to view all the information that was imported Direct Import to RefWorks
  28. 28. Choose EBSCOHost Direct Import to RefWorks - EBSCOHost
  29. 29. Direct Import to RefWorks - EBSCOHost Choose the databases you want to search Choose Continue
  30. 30. Direct Import to RefWorks - EBSCOHost
  31. 31. Direct Import to RefWorks - EBSCOHost Click on the title of the article you want to import
  32. 32. Direct Import to RefWorks - EBSCOHost
  33. 33. Direct Import to RefWorks - EBSCOHost
  34. 34. For a full list of all the Direct Export partners available see: DIRECT EXPORT
  35. 35. Import a reference to RefWorks by creating a text file – using PubMed as an example. SEE:
  36. 36. How to attach files to a reference Download & Save the pdf to your computer
  37. 37. Click on the edit icon How to attach files to a reference
  38. 38. How to attach files to a reference • Choose the saved file on your computer. • Click ‘Save Reference’ • Close the window X
  39. 39. How to open files that are attached to a reference • Click on the paperclip to view reference
  40. 40. Search for references Use the search box to search for references in your database. A search will include searching in ATTACHMENTS if you click on the paper clip icon.
  41. 41. Organising your results in RefWorks Now that you have done your research and imported your references you might want to organise them.
  42. 42. Create a folder in RefWorks Click the ‘New Folder’ tab to create a new folder Type the Name of your new folder and click ‘Create’. You also have the option of creating a subfolder. Create as many folders as you wish.
  43. 43. Organising your results in RefWorks View all your folders by clicking on the ‘Organize & Share Folders’ tab Here is the new folder we just created Share folders – click on the green arrow icon.
  44. 44. Sharing is a two step process. First click on the arrow to tell RefWorks to Share the folder, then click on email this share. This folder is shared. Share a folder
  45. 45. Email the address of a Shared folder
  46. 46. Move a reference out of a folder To move a reference out of a folder, use the ‘Remove from folder’ icon. Do not use the delete folder icon since this will delete the reference from your database.
  47. 47. Hover your mouse over the grey area of the reference you want to move. The quad arrow icon will appear. Drag and drop your reference into the folder on the right of the screen. How to get your references into folders You’ll receive a success message ...
  48. 48. How to add a reference to a list Click on the “Add to my list” icon Click on the “Remove from My List” icon to remove reference from the list. A list is temporary – it will only be available while you are logged in to a session. Once you log out, the list will be gone.
  49. 49. Manage your output Styles into a ‘favourites’ list Choose ‘Output Style Manager’ from Bibliography
  50. 50. Your favourite output styles are what you can easily access when working in RefWorks and Write-N-Cite Manage your output Styles into a ‘favourites’ list Use the Green Arrows to push a style from the RefWorks list to your ‘Favourites’ list. Here you can also search for a style and preview a style
  51. 51. Generate a bibliography “Format a Bibliography from a List of References” allows you to generate a bibliography (in the output format you choose) based on all the references in your database, selected references or only references in a specific folder.
  52. 52. Generate a simple reference list • First choose the references you want to include in your reference list. • Choose selected references from all references or • Choose selected references from a specific folder or • Choose all references on the page from ‘References to use’
  53. 53. Generate a bibliography Click on the “Create Bibliography” button.
  54. 54. Generate a bibliography There are many bibliography styles to choose from. Select a style - we’re going to use the Harvard UCT style for our bibliography
  55. 55. Generate a bibliography Click “Create Bibliography” Select “References to include”. Choose the end result for your file.
  56. 56. If your reference list does not download automatically you will be prompted to click either one of the links below. The first link will download your Word document. The second link sends you an email with the document attached. OR Generate a bibliography
  57. 57. Save your document to your computer or to a disk Generate a bibliography
  58. 58. The reference list/bibliography opens in a Word document. Save your document. You can copy and paste your completed bibliography into your paper. Generate a bibliography
  59. 59. Write-N-Cite allows you to write your paper in Microsoft Word and insert citations directly from RefWorks with the click of a button. Then Write-N-Cite will create your in text citations and your bibliography in your paper. Write-N-Cite
  60. 60. Write-N-Cite requires you to download a small (free) program that provides access to an abbreviated version of your RefWorks account while you are working in MS Word. You won’t be able to add, edit or delete references, but you will be able to search, view and cite them. Write-N-Cite
  61. 61. Write-N-Cite In RefWorks go to “Tools” then to Write-N-Cite
  62. 62. After you have downloaded the software, all you need to do is open Microsoft Word and you can open Write-N-Cite from there (Windows users only) Write-N-Cite
  63. 63. Write-N-Cite for Windows installs a RefWorks Tab within your Microsoft Word document. Click on the RefWorks Tab to reveal the Write-n-Cite commands on the ribbon. Microsoft Word Window Write-N-Cite
  64. 64. How to use Write-N-Cite: Write-N-Cite
  65. 65. Thank you! This presentation is available at: