Registering and Setting Up a RefWorks account


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Instructions for registering for a RefWorks account and starting a database

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Registering and Setting Up a RefWorks account

  1. 1. Kay Cunningham, Library Director Plough Memorial Library Christian Brothers University Fall 2010 Getting Started with RefWorks at CBU: Registering for an Account and Setting up Database
  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>For help signing up, click the RefWorks link on the Library homepage
  3. 3. Registering for an account CBU has a campus subscription, but individual users must register for their own personal accounts. Set up an account from the Refworks Login page, under “New to RefWorks?” on the RefWorks login page.
  4. 4. New Users All users specify what they want to use for login names and passwords. Let us know your focus area (Arts, Sciences, etc.) and if you are student, faculty, staff, etc. You’ll receive a confirmation email with your login information.
  5. 5. Registered Users <ul><li>Login to your RefWorks Account* </li></ul><ul><li>Other Login options </li></ul><ul><li>Go to </li></ul><ul><li>Click Login </li></ul><ul><li>Use the Group Code* to direct RefWorks to CBU’s section of their servers </li></ul><ul><li>Login with your username and password </li></ul>*Using the link from the CBU web page *The Group Code is included in the confirmation email you receive with registration. If you did not keep the email, contact Plough Library (901-321-3432).
  6. 6. Getting Started <ul><li>Registering with RefWorks gets you an empty interface </li></ul><ul><li>To make it work for you, you must first load references into it </li></ul><ul><li>There are several ways to do this, but most of them begin OUTSIDE of the RefWorks Interface— </li></ul><ul><li>At the Library’s Databases list - click on Academic Search Premier and search for a topic </li></ul>Academic Search Premier is an EBSCOHost database, one of several EBSCOHost products subscribed to by the Library; you’ll be able to apply the Export/Import instructions for Academic Search Premier to other EBSCOHost resources
  7. 7. Three Methods <ul><li>Importing & Saving </li></ul><ul><ul><li>Most complex but works </li></ul></ul><ul><ul><li>All but a few databases allow this method </li></ul></ul><ul><li>Direct Exporting </li></ul><ul><ul><li>Easiest but does not always work </li></ul></ul><ul><ul><li>Some databases have created direct export tools </li></ul></ul><ul><li>Manual loading </li></ul><ul><ul><li>Most labor-intensive </li></ul></ul><ul><ul><li>Only necessary with unusual references </li></ul></ul><ul><li>References for most books and journal articles can be loaded by the Import & Save or the Direct Export methods. </li></ul>
  8. 8. Importing and Saving Select references from the search results that interest you; once you’ve made your selections, click the Export icon Use “Generic bibliographic management software” to create a file to import into RefWorks
  9. 9. File/Save As A file will be generated for you to save. Use the File/Save As command, and save the file with a text (.txt) extension.
  10. 10. Go back to RefWorks <ul><li>Choose References/Import </li></ul><ul><li>For your Import filter, choose EBSCOHost from the first drop-down (the one that displays Christian Brothers) </li></ul><ul><li>For your database, choose the name of the database you used from the second drop-down list </li></ul><ul><li>Browse for the .txt file you saved from your search </li></ul><ul><li>Click IMPORT </li></ul>
  11. 11. Last Imported File Click “View Last Imported” to confirm that your file loaded properly. Items loaded this way are automatically saved. References will remain in the “Last Imported” folder until you load something else; they will permanently reside in your “All References” list as well as in any folders you assign them to.
  12. 12. Using Direct Exports Back at EBSCOHost, click on the Direct Export Icon, and select “Direct Export to RefWorks.” EBSCOHost will the connect itself to RefWorks (you may or may not be prompted to login again) and load the bibliographic data. NOTE: the EBSCOHost Direct Export has NOT been working on campus. NOTE: some databases’ Direct Export tools attempt to open RefWorks in a PopUp box. If you have your PopUps blocked, you will have problems.
  13. 13. But How Do I Remember… <ul><li>Don’t worry, the Library’s Export & Import Tips ( ) page has RefWorks-related instructions for all CBU’s subscribed databases as well as for many free resources. </li></ul><ul><li>You can also reach these instructions by clicking “Additional Information” at the top of any RefWorks page. </li></ul>
  14. 14. Export/Import Help Databases are cross-referenced to their instructions. Looking up Academic Search Premier points you to EBSCOHost.
  15. 15. Manual loads Click the New Reference tab, or choose References/Add New to activate an edit screen for adding material manually. Choose the Ref Type from the dropdown list. In addition to books and journal articles, RefWorks can accommodate references to Artwork, Computer Programs, Grants, Maps, and more. The edit screen adjusts itself to match the RefType.
  16. 16. Edit Screen You won’t use every field on the edit screen, but there are a variety of them available, including fifteen user-defined fields that you can customize however you want.
  17. 17. 2.0 (beta) vs. Classic <ul><li>RefWorks is in the process of upgrading to a RefWorks 2.0 interface </li></ul><ul><li>CBU’s account defaults to RefWorks 2.0 </li></ul><ul><li>The rollover should be complete within the year </li></ul><ul><li>The chief change is in the design; all functionality remains the same </li></ul><ul><li>Some aspects (RefShare, for example) still use the Classic interface </li></ul><ul><li>There is a link to Classic RefWorks available; it will remain available so long as RefWorks 2.0 is in Beta </li></ul><ul><li>Once RefWorks 2.0 comes out of Beta, the Classic interface will be retired </li></ul>
  18. 18. Existing Users <ul><li>If you have an existing account through another institution and you wish to transfer your database to the CBU subscription </li></ul><ul><ul><li>Login to your other account </li></ul></ul><ul><ul><li>Backup your RefWorks database using the Tools/Backup & Restore function [Backup] </li></ul></ul><ul><ul><li>Register for an account through CBU </li></ul></ul><ul><ul><li>Login to your new account </li></ul></ul><ul><ul><li>Load your old RefWorks database into your CBU account using the Tools/Backup & Restore function [Restore] </li></ul></ul>
  19. 19. EndNotes Users <ul><li>EndNotes is a competing product to RefWorks </li></ul><ul><li>You can move your database from EndNotes to RefWorks and vice versa </li></ul><ul><li>Use the Export function in EndNotes to extract your database using the RefMan (RIS) Export style </li></ul><ul><li>In Refworks, use the Import/from EndNotes database command to load the database </li></ul><ul><li>For more details see RefWorks own help page on “Converting from Other Bibliographic Management Programs” </li></ul>
  20. 20. Getting Started with RefWorks at CBU: Registering for an Account and Setting Up a Database <ul><li>See other handouts on </li></ul><ul><li>Collaborating with RefShare </li></ul><ul><li>Customizing Your Account </li></ul><ul><li>Making Bibliographies </li></ul><ul><li>Searching with RefWorks </li></ul><ul><li>Working with Folders </li></ul><ul><li>Write N Cite </li></ul>