This document provides an overview of how to use RefWorks citation management software. RefWorks allows users to build a personal database of references from various sources and organize them into folders. It can import references directly from databases, generate citations and bibliographies in various styles, and integrate with Microsoft Word through Write-N-Cite to insert citations into papers. The presentation covers how to sign up, import references, organize them into folders, generate bibliographies, and use Write-N-Cite to cite references within Word documents.

1. How to manage your citations
using RefWorks
Presented and compiled by Jen Eidelman
http://www.lib.uct.ac.za/
Email: jen.eidelman@uct.ac.za
Ph: 021 650 2773

2. Slide by Fiona Jones

3. YOU NEED
Slide by Fiona Jones

4. “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

5. Find RefWorks at UCT Libraries
Go to: http://www.lib.uct.ac.za
Go to ‘Research Help’ and then click on ‘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.)

6. Click on ‘Log in to
RefWorks’
to login
or
to sign up for a new
account
Sign up to RefWorks at UCT Libraries
RefWorks
HELP

7. Sign up to RefWorks at UCT Libraries

8. HOW DO WE GET REFERENCES INTO
REFWORKS?
 Import directly from certain online databases
(see: http://libguides.lib.uct.ac.za/refworks-direct-export or
http://libguides.lib.uct.ac.za/RefWorks/refworks-google-scholar
 Import text files containing references from online databases
(see: http://libguides.lib.uct.ac.za/refworks-text-files
 Manually enter the reference
(see: http://libguides.lib.uct.ac.za/refworks-manual-entry
 Use ‘RefGrab It’ to import information from a website.
(see: http://libguides.lib.uct.ac.za/refworks-refgrabit)
 Searching online catalogues within RefWorks and importing them into RefWorks.
(see: http://libguides.lib.uct.ac.za/refworks-search-online-catalogues)
 Rss Feeds
(see: http://libguides.lib.uct.ac.za/refworks-rss-feeds)

9. Click on the page tabs above to access instructional slideshows.
Click on these links for support & instructional material from RefWorks.
http://libguides.lib.uct.ac.za/refworks
Find RefWorks GUIDE at UCT Libraries

10. Finding HELP in RefWorks

11. DIRECT IMPORT
using Web of Science
http://www.lib.uct.ac.za
From ‘Search & Find’ choose Databases

12. CHOOSE WEB OF SCIENCE

13. Web of Science
Direct Import to RefWorks
Change drop
down menu to
topic
Change timespan to limit your search
to specific years

14. Web of Science
Click SFX

15. The full text is available from
ScienceDirect
Click on the GO button.
Web of Science - SFX
SFX will tell you if the article is available in full text or not.
There is also a link here to the library
catalogue (ALEPH) if you want to see if
the print version is available.

16. Click on Download
PDF to get the full
text.

17. Save the article to
your computer
Web of Science – Save the article

18. Tick the box.
Export the information (bibliographic details) to RefWorks
Web of Science – Save to RefWorks

19. Login to RefWorks

20. Direct Import to RefWorks

21. Click on the magnify icon to view all the
information that was imported
Direct Import to RefWorks

22. Check the author, title, periodical name,
volume, issue, page numbers, edition, publisher,
year of publication and any other information
needed for the bibliography style you need to
use.
Use the edit button to make any changes.

23. Click on the edit icon
How to attach files to a reference

24. How to attach files to a reference

25. Choose the saved file on
your computer and click
‘open’

26. How to open files that are attached to a
reference

27. 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.

28. For a full list of all the Direct Export partners available see:
DIRECT EXPORT
http://support.proquest.com/apex/homePage?id=kA0400000004MitCAE&l=en_US

29. Organising your results in
RefWorks
Now that you have done your research and imported your references
you might want to organise them.

30. 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.

31. 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.

32. 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

33. Email the address of a Shared folder

34. 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.

35. 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 ...

36. 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.

37. 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.

38. 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

39. Generate a bibliography
Click on the “Create Bibliography” button.

40. 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

41. Generate a bibliography
Click “Create Bibliography”
Select “References to
include”.
Choose the end result
for your file.

42. 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

43. Save your
document to
your computer
or to a disk
Generate a bibliography

44. 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

45. 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

46. 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

47. Write-N-Cite
In RefWorks go
to “Tools” then
to Write-N-Cite

48. 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

49. 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

50. How to use Write-N-Cite:
http://libguides.lib.uct.ac.za/write-n-cite
Write-N-Cite

51. Thank you!
This presentation is available at:
http://libguides.lib.uct.ac.za/RefWorks/workshop2015