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From RefWorks to Excel (via Word) to
RefWorks:
deleting duplicates made easy?
Judith Gulpers
Erasmus University Rotterdam
...
Why using Excel?
The reason to we tried this:
- Systematic Review by PhD-student, but
‘incomplete’ information downloaded ...
Example search
• Test search:
“Online Social Network*” OR Facebook
AND
Friend*
• Databases:
– Communication & Mass Media C...
Example of duplicates
Using View Duplicates
• Article from Wilcox & Stephen not in list of
Exact Duplicates (136 references)
• But also not in t...
Example of duplicates
Using Excel - I
1. Export All References - tab delimited
2. Open in Excel
Using Excel - II
3. Delete the first and third row
4. Apply filters to be able to sort
5. Freeze top row
6. Search for dup...
Example duplicates
Known problems
• Double issues (e.g. 2/3) are dates in Excel
• Diacretics
e.g. Jónsdóttir's,Birgitta in Excel was
Jónsdó...
After cleaning in Excel
1. Make sure the first column shows the
Reference Type (Journal Article; Book, whole)
2. Change th...
Next step: via Word!
1. Use Mail Merge – to get the tags vertically
instead of horizontally (Excel) per reference
(normall...
Steps in the Mail Merge Wizard
1. Select the type of document > Directory
2. Select the Word file > use Current
3. Select ...
Step 4 in the Mail Merge Wizard
• Enter the tags and use insert Merge Field to add the
Field
• I entered all database fiel...
Step 5 in the Mail Merge Wizard
Import in RefWorks
Tips & Tricks
• Save the Word-document with the tags (from
Step 4) – you can re-use it!
• Test with ID-numbers unsuccessfu...
Links
• The manual (with tags) from RefWorks:
https://www.refworks.com/userlog/support/Conve
rting%20Access%20Excel%20Word...
Thanks for your attention!
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RefWorks-Excel-RefWorks - deleting duplicates made easy?

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Presentation for the RefWorks Day (NL) - a case about how Excel was used to delete duplicates from a RefWorks account.

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RefWorks-Excel-RefWorks - deleting duplicates made easy?

  1. 1. From RefWorks to Excel (via Word) to RefWorks: deleting duplicates made easy? Judith Gulpers Erasmus University Rotterdam gulpers@ubib.eur.nl
  2. 2. Why using Excel? The reason to we tried this: - Systematic Review by PhD-student, but ‘incomplete’ information downloaded from the sources - View ‘Duplicates’ – merging of the available data was needed - View ‘Duplicates’ seemed incomplete
  3. 3. Example search • Test search: “Online Social Network*” OR Facebook AND Friend* • Databases: – Communication & Mass Media Complete (CMMC) – PsycINFO (via Ovid SP) – PubMed – Scopus
  4. 4. Example of duplicates
  5. 5. Using View Duplicates • Article from Wilcox & Stephen not in list of Exact Duplicates (136 references) • But also not in the list of Close Duplicates (292 references) • On closer look: titles from PsycINFO seldom in list of duplicates – Month included in Publication Year field? – Period at the end of the title? • Which duplicate to delete?
  6. 6. Example of duplicates
  7. 7. Using Excel - I 1. Export All References - tab delimited 2. Open in Excel
  8. 8. Using Excel - II 3. Delete the first and third row 4. Apply filters to be able to sort 5. Freeze top row 6. Search for duplicates 7. Make reference complete by combining the information from the different databases 8. Delete duplicates
  9. 9. Example duplicates
  10. 10. Known problems • Double issues (e.g. 2/3) are dates in Excel • Diacretics e.g. Jónsdóttir's,Birgitta in Excel was Jónsdóttir's, Birgitta
  11. 11. After cleaning in Excel 1. Make sure the first column shows the Reference Type (Journal Article; Book, whole) 2. Change the items in the first row into RefWorks tags – Reference type = RT; Publication year = YR – These tags are given in an old RefWorks manual – Personal notes = PA
  12. 12. Next step: via Word! 1. Use Mail Merge – to get the tags vertically instead of horizontally (Excel) per reference (normally used for addresses) 2. Easiest: use the Wizard
  13. 13. Steps in the Mail Merge Wizard 1. Select the type of document > Directory 2. Select the Word file > use Current 3. Select the recipients > the excel file 4. Arrange the directory > connect the tags with the excel file 5. Preview the directory; OK then: 6. Complete the merge and save the Word- document as a text-file
  14. 14. Step 4 in the Mail Merge Wizard • Enter the tags and use insert Merge Field to add the Field • I entered all database fields first and then added the tags
  15. 15. Step 5 in the Mail Merge Wizard
  16. 16. Import in RefWorks
  17. 17. Tips & Tricks • Save the Word-document with the tags (from Step 4) – you can re-use it! • Test with ID-numbers unsuccessful: they end up in the Notes field • You can also do this with Access databases • We use it also to make downloads from the GGC (cataloging system of OCLC)
  18. 18. Links • The manual (with tags) from RefWorks: https://www.refworks.com/userlog/support/Conve rting%20Access%20Excel%20Word.pdf (missing in the help files of RefWorks?) • Our manual (in dutch): http://rweur.files.wordpress.com/2013/09/van- refworks-naar-excel-naar-refworks.pdf
  19. 19. Thanks for your attention!

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