Customizing RefWorks 2.0


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Instructions for customizing a RefWorks account

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Customizing RefWorks 2.0

  1. 1. Kay Cunningham, Library Director Plough Memorial Library Christian Brothers University Fall 2010 Getting Started with RefWorks at CBU: Customizing Your Account
  2. 2. RefWorks is… <ul><li>Bibliographic Citation Manager </li></ul><ul><li>Web-based </li></ul><ul><li>Useful for </li></ul><ul><ul><li>Collecting references </li></ul></ul><ul><ul><li>Organizing research </li></ul></ul><ul><ul><li>Creating bibliographies </li></ul></ul><ul><ul><li>Collaborating with others </li></ul></ul><ul><li>Available to CBU </li></ul><ul><ul><li>Students </li></ul></ul><ul><ul><li>Faculty </li></ul></ul><ul><ul><li>Staff </li></ul></ul><ul><ul><li>Alumni </li></ul></ul>
  3. 3. Click “Customize” Click on “Customize” either at the top of the screen or on the Quick Access sidebar
  4. 4. The Customize Work Screen Many customizations are available; a selection are described in this presentation
  5. 5. Number of References to Display Default: 25 Key in the number of references you want to see on a page Be aware: screen loads will slow down if you display a large number of references when using the Full View display
  6. 6. Adding Display Styles <ul><li>Default Display </li></ul><ul><ul><li>Standard </li></ul></ul><ul><ul><li>One Line </li></ul></ul><ul><ul><li>Full </li></ul></ul><ul><li>Select Up to 3 Custom Styles </li></ul><ul><ul><li>Hundreds available </li></ul></ul><ul><li>Pick </li></ul><ul><ul><li>A favorite or commonly-used style </li></ul></ul><ul><ul><li>A new or unfamiliar style you’ve been assigned to use </li></ul></ul>
  7. 7. Changing the Display to one of the Custom Selections If you’re using an unfamiliar style, you can change the display so that you will be previewing how RefWorks will format your references for a bibliography as you add them.
  8. 8. Opening in a Folder Default opening: All References You might want to specify opening in a particular folder if you are currently working on one in particular
  9. 9. Selecting an Automatic Sort Order Many sort orders are available; “last modified” is helpful if you have long lists with references that you are editing Tip: work from the bottom of the list; your completed (last modified) references will always rise to the top, so it will be easier to keep track of what you have done
  10. 10. Special Link Displays If you work in the Biological Sciences, you may want to activate PubMed links in RefWorks to have immediate access to many PubMed features NOTE: CBU does not have access to Scopus
  11. 11. Viewing in PubMed You can retrieve the PubMed record or activate PubMed searches for articles by the same author or on related topics.
  12. 12. User-Defined Fields <ul><li>Ways to Use User-Defined Fields </li></ul><ul><li>Record direct quotations, with pagination for future use </li></ul><ul><li>Record notes and ideas related to a reference </li></ul><ul><li>When working with a group, designate a field for each member to add comments </li></ul><ul><li>Use as a backup field for information pulled from other databases </li></ul>
  13. 13. User-Defined Fields in Use Edit Screen Full View Display Note that any information added to a field in the work screen will be seen in the full view display—making these useful tools for reviewing a topic.
  14. 14. Getting Started with RefWorks at CBU: Customizing Your Account <ul><li>See other handouts on: </li></ul><ul><li>Collaborating with RefShare </li></ul><ul><li>Making Bibliographies </li></ul><ul><li>Registering for an Account and Setting Up a Database </li></ul><ul><li>Searching with RefWorks </li></ul><ul><li>Working with Folders </li></ul><ul><li>Write N Cite </li></ul>