The document outlines various reference management tools available for users at UCT, including both subscribed tools like RefWorks and EndNote, and free options like Mendeley and Zotero. It describes features such as importing bibliographic details, organizing documents, and creating bibliographies in different citation styles. Additional resources and training options for effectively using these tools are also provided.

1. Reference management
tools
Awot K Gebregziabher
Awot.gebregziabher@uct.ac.za
021 650 3774
2018

2. • Organizing tools that help you store and manage
references
• Subscribed tools by UCT:
RefWorks & ENDNOTE
• Free tools:
Mendeley, Zotero, Bibtext …
Reference management tools

3. Enables you to
• import bibliographic details
• store full text documents
• cite and create bibliographic list in a desired
referencing styles
• organize folders in a desired theme
• share contents to your research peers
Reference management tools

4. RefWorks
• Perpetual access
• Cloud based
• Need internet
access
Reference management tools
ENDNOTE
• Access as long as you are
registered at UCT
• Have desktop version and
online
• Desktop version works
without internet

5. Reference management
tools:
RefWorks

6. Reference management tools: RefWorks

7. RefWorks link to create
an account

8. RefWorks: create an account
Use your UCT email address to
create RefWorks account

9. RefWorks: interface
Reference
adding tool
Tool for citing and
creating reference list
View preference

10. Search your reference
collection
Additional tool
Reference
sharing tool
Tagging tool

11. • Ways to import reference to your RefWorks account
• Direct export to RefWorks as you search for
literature: from Primo or from databases
• Reference files
• PDF full text articles from your computer
• From other reference managing tools
• Using ‘Save to RefWorks’ bookmark
RefWorks: Adding references

12. RefWorks: adding references

13. RefWorks: Direct export from database (Wiley)

14. RefWorks: Direct export from database (Wiley)

15. RefWorks: Direct export from database

16. RefWorks: Direct export from database

17. RefWorks: Direct export from database

18. RefWorks: Direct export from Primo

19. RefWorks: Direct export from database (ScienceDirect)

20. RefWorks: editing reference
To see metadata for a
reference click on it.

21. RefWorks: editing reference
Activate editing
mode

22. RefWorks: editing reference

23. RefWorks: editing reference
Add relevant fields

24. RefWorks: Save to RefWorks bookmark

25. RefWorks: Save to RefWorks bookmark

26. RefWorks: Save to RefWorks bookmark

27. RefWorks: Save to RefWorks bookmark

28. RefWorks: Save to RefWorks bookmark

29. RefWorks: Save to RefWorks bookmark

30. RefWorks: cite and create reference list
Several ways to insert citation to documents:
• Manual copy and paste from RefWorks
• Microsoft Word plug-in from Store
• Download plug-in from RefWorks tools for
Microsoft Word
• If using Google Docs, RefWorks citing plug-in is
available from tools

31. RefWorks: cite and create reference list
Manual copy and paste from RefWorks:
1. Selected desired references by ticking check box
2. Citing tool ( ” )  Create Bibliography  choose
referencing style  copy reference  paste in
to your document

34. RefWorks: cite and create reference list
Microsoft Word plug-in from Store:
Insert  Store  Store  search for RefWorks 
add RefWorks plug-in

35. RefWorks: cite and create reference list

36. RefWorks: cite and create reference list

37. RefWorks: cite and create reference list
Sign in and
select the new
RefWorks

38. RefWorks: cite and create reference list
Search for the desired
reference and hoover over
the reference for citing
option

39. RefWorks: cite and create reference list
Hover over the
desired reference to
reveal citing options

40. RefWorks: cite and create reference list
Uncheck if author is
mentioned in your
statement
Preview

41. Reference management
tools:
ENDNOTE

42. Reference management tools: Endnote

43. Reference management tools: ENDNOTE

44. ENDNOTE : download and install

45. ENDNOTE: Self help

46. • Announcements & relevant information
• Post queries
• View self help video clips at
Follow us on social media
@UCTLibrary UCT Libraries
UCTLibraries

47. Thank You
For more information and in-depth training check:
Library guides: Biological Sciences, Environmental
and Geographical Sciences
Trainings: Savvy Researcher Series, List of potential
topics for library skills training
Specific Query: use Ask a Librarian facility Or email
me at awot.Gebregziabher@uct.ac.za