RefWorks is a citation management tool that allows users to import references from databases, organize references into folders, search references, and automatically generate citations and bibliographies in Word documents. Key features include creating a personal online database of references accessible from any computer, importing references from many databases with a click of a button, and using Write-N-Cite to automatically insert citations and create bibliographies in Word. The document provides instructions on setting up a RefWorks account, importing references from databases like Web of Science, organizing references into folders, generating bibliographies, and using Write-N-Cite to cite references in Word papers.

1. How to manage your citations
using RefWorks

2. Why use RefWorks?
• Create a personal database accessible from any computer linked to the Internet
without having to download or install special software;
• Import and store an unlimited number of references from databases–search
results from a wide variety of databases can be automatically exported into
RefWorks with the click of a button;
• Organize and manage references–sort and file references quickly and easily using
folders;
• Search references by keyword, author, journal title;
• Use Write-N-Cite together with MS Word to automatically insert in-text citations
into documents and create bibliographies in the citation style of your choice.
Introducing RefWorks

3. Find RefWorks at UCT Libraries
Go to: http://www.lib.uct.ac.za
Go to ‘Research Help’ and then click on ‘RefWorks’ / ‘Access RefWorks’
(Please remember that if you are not on campus click the OFF CAMPUS
LOGIN button to login to the library resources before you login to RefWorks.)

4. Log in to
RefWorks
Or sign up for
a new
account
Sign up to RefWorks at UCT Libraries

5. Sign up to RefWorks at UCT Libraries

6. HOW DO WE GET REFERENCES INTO
REFWORKS?
 Import directly from certain online databases
(see: http://libguides.lib.uct.ac.za/refworks-direct-export
 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)

7. http://www.lib.uct.ac.za
Find RefWorks HELP at UCT Libraries

8. 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

9. Finding HELP in RefWorks

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

11. CHOOSE WEB OF SCIENCE

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

13. Web of Science
Click on FULL TEXT
and then SFX

14. 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.

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

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

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

18. Login to RefWorks

19. Direct Import to RefWorks

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

21. 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.

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

23. How to attach files to a reference

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

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

26. 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.

27. For a full list of all the Direct Export partners available
see:
http://www.refworks-cos.com/refworks/DEPartners/
DIRECT IMPORT

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

29. 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.

30. 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.

31. This folder is shared
Share a folder

32. Share your database

33. 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 ...

34. 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.

35. 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

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

37. 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

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

39. 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

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

41. 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

42. 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

43. 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

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

45. 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

46. 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

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

48. Presented and compiled by Jen Eidelman
http://www.lib.uct.ac.za/
Email: jen.eidelman@uct.ac.za
Ph: 021 650 2773
Thank you!