RefWorks Advanced Search And Lookups

RefWorks Advanced
Search and Lookups

RefWorks offers several ways to search through your database.
In this section, we‟re going to take a look at Advanced search
and using Lookups to locate your references.

RefWorks Advanced Search and Lookups

1. The „Quick Search‟ box
2. In the searches all fields including
toolbar go to .pdf and .txt file attachments
„Search‟ and if desired, and also returns
then „Advanced results that include parts of
Search‟. the word („art‟ returns „heart‟,
„part‟, for example).

Here you have the option to save
your search strategy, which would
allow you to easily re-run it as
frequently as you would like. Simply
give your strategy a name here and
when you click the „Search‟ button
the strategy will be saved (we‟ll
show you how to access this later in
the tutorial). If you don‟t want to
save a search strategy, simply leave
the „Search Name‟ box empty.


4 Fields to search

Anywhere
The Advanced Search allows you to create
a search strategy of up to 4 fields of
information (with one of the fields being
„Anywhere‟). You can also search your .pdf
Attachments and .txt file attachments by selecting
„Attachments‟ as a field to search…


You can connect multiple fields and terms
together using Boolean operators
(AND, OR, NOT).

In addition to creating a search
strategy, you can also limit your search to a
specific folder (or folders).


For most fields you also have the option to „Search for
Empty Field‟. This option will search and display results
that do not have any data in the field you have
selected. The only fields that do not have this option
are Reference Type, Source Type, Ref ID, Attachments,
Anywhere, All Authors or All Periodicals.


We‟ll conduct a search on the word „Emperor
(Anywhere) AND Butler (All Authors) AND
2006 (Pub Year). We‟ll also limit the search
to the Penguins folder. We will save the
search strategy as „Emperor & Butler‟.


Save the search
Click OK


In the result of the search you will see that the search terms
are highlighted. Viewing the complete reference will illustrate
where RefWorks found all the search terms.


Viewing the complete reference will
illustrate where RefWorks found all the
search terms.


A few things to know about the Advanced Search – in all fields except
„Descriptor‟, Advanced Search is similar to the „Search RefWorks‟
feature in that it looks for embedded terms. If you type in the word
“art” in the Descriptor field, you find only references with the word
„art‟ as a descriptor; you will not find words like „heart‟ or „part‟. So,
to reiterate, only in the „Descriptor‟ field does the „Advanced Search‟
look for the exact search word.


Another thing to note is that if you search on a phrase (more than one
word in the same field), „Advanced Search‟ looks for the words in the
exact order. For example, searching on „Emperor Penguins‟ in the title
field will only display records with those two words in that order…not
titles with Emperor or just the word Penguins (you‟d need to use two of
the Advanced Search Fields to construct that Boolean Search.)


Now go to „View‟ in the toolbar, move to „Saved Search
Results‟ and then choose Emperor & Butler.


Since we have not added any new references that meet our search
criteria, we have the same results as before. However, each time you
select a „Saved Search‟, it searches your complete database so any
newly added references that meet your search criteria will appear in the
results list.


To change a saved search:
Go to „Search‟, „Advanced Search‟.


In the saved search box, click on the
drop down menu to display your saved
searches and select the search you want
to change. Make any changes and then
„Save‟ it (or click the Search button to
save and run the modified search).

Another way to search references is to locate groups using the
Author, Periodical or Descriptor Lookups. These Lookups are just
alphabetical indexes of those specific fields.

Go to „Search‟ and then click on „Lookup
by Author‟ (which is an alphabetical
listing of your references by author).


You can navigate through the Lookups by
selecting a letter from the A-Z list or using
the „Quick Search‟ from the Search RefWorks
box.

Once you locate the term you are looking for (in this
example the author name) you can:

View all records related to that term. (Click on the link).

Edit the term in those records (all at the same time).

Delete that particular information from that field only.

The best way to change a specific author name (or
descriptor or periodical name) is to use the „Edit‟ link
on the „Lookup‟ page.


Using the „Edit‟ link on the Lookup page allows you to change
only that specific term (name, descriptor or periodical
depending on which Lookup you are using). The delete option
only deletes the term from the reference. It does not delete
the reference itself.


To change the author name, simply enter the replacement
term (or use the term assistant). Click OK.


The Lookups are a great way of easily
locating records as well as making
sure certain fields of information are
consistent throughout your
references (ultimately giving you
better bibliographic results).

RefWorks Advanced Search And Lookups

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