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RefWorks for
Researchers
Dr J. Adam Edwards a.edwards@mdx.ac.uk
© Middlesex University
© Middlesex University
Get started
• Use Firefox or Chrome or Edge or Safari (Mac)
— Do not use Internet Explorer.
• Log in to myUniHub and go to My Study > My Library
• Slides and documents are available at:
• http://libguides.mdx.ac.uk/research/training
© Middlesex University
© Middlesex University
What is RefWorks?
• Collect, manage and organize references
• Format papers
• Organize, share and cite research
© Middlesex University
© Middlesex University
We will…
• Set up an account
• Export from Library Search
• Export from Google Scholar
• Add PDFs
• Share folders
• Citing in Word
• Cite them Right Online
© Middlesex University
© Middlesex University
Set up a RefWorks account
• Click No account? Sign up here
• Use your @live.mdx.ac.uk email address and any password
• Verify via your @live.mdx.ac.uk email > see next slide
• myUniHub > My Study > My Library > Databases > R > RefWorks
• OR https://refworks.proquest.com
© Middlesex University
© Middlesex University
Setting up an account continued…
• Verify account via University email
• myUniHub > My Middlesex > My Email
• Check Junk email folder
• Complete RefWorks form
• RefWorks home page opens
© Middlesex University
© Middlesex University
RefWorks home page
• Complete form and brief tour
• RefWorks home page looks like this:
© Middlesex University
© Middlesex University
Action: set up a RefWorks account
• Find RefWorks
• Create and verify your account
• Complete the form and the brief walk through
© Middlesex University
© Middlesex University
Adding resources from Library Search
myUniHub > My Study > My Library > Library Search
| 9
© Middlesex University
© Middlesex University
Export from Library Search to RefWorks
myUniHub > My Study > Library Search
> Export to RefWorks
© Middlesex University
© Middlesex University
Always use new Refworks
© Middlesex University
© Middlesex University
Your RefWorks library – last imported
© Middlesex University
© Middlesex University
Action: add to RefWorks
• Find an article with Library Search
• Add to RefWorks
• Save PDF to desktop for later
© Middlesex University
© Middlesex University
Export from Google Scholar
© Middlesex University
© Middlesex University
Sync with RefWorks
© Middlesex University
© Middlesex University
Library links
To read full text must be logged in to myUniHub
WorldCat: Tells you where it is, but no access
© Middlesex University
© Middlesex University
Results with full text
If asked to choose Legacy RefWorks (orange) or New RefWorks (blue):
 Tick box and choose New RefWorks
© Middlesex University
© Middlesex University
Action: add to RefWorks
• Find a Full Text article with Google Scholar
• Add to RefWorks
• Save PDF to desktop for later
© Middlesex University
© Middlesex University
Your RefWorks library
If you are in Last Imported, click All References
© Middlesex University
© Middlesex University
Tools – save from internet to RefWorks
• Drag and drop in your browser
toolbar/bookmarks bar
• If you cannot see your browser
toolbar…next
Tools > Tools > Install Save to RefWorks > drag & drop black button
© Middlesex University
© Middlesex University
Add to your bookmarks toolbar - Firefox
If bookmarks toolbar is not showing
in Firefox, click it here >>>
Google Chrome …. next slide
© Middlesex University
© Middlesex University
Add to your bookmarks bar - Chrome
If bookmarks bar is not showing in
Chrome, tick it here >>>
© Middlesex University
© Middlesex University
Add a web page to RefWorks
• Go to a web site
• Click Save to RefWorks button in browser
• Select the item to save (if required)
• Click Save to RefWorks
© Middlesex University
© Middlesex University
Action: add web pages to RefWorks
• Set up Save to RefWorks
• Add something from the internet
• Possible problems:
• Bad data
• Records may need editing (see later)
© Middlesex University
© Middlesex University
Any questions so far?
• Found things
• Library Search
• Google Scholar
• Added to RefWorks
© Middlesex University
© Middlesex University
Five minute break
© Middlesex University
© Middlesex University
Next…
• Basic referencing
• RefWorks Citation Manager
• Perfecting your references
• Uploading and importing
• Folders
© Middlesex University
© Middlesex University
RefWorks and writing
• Creates references
• Thousands of styles
• Add citations to text – one click
• Generates bibliography or footnotes
• Cite them Right – Harvard
• Set your default
© Middlesex University
© Middlesex University
Basic: Create bibliography > Quick Cite
Create bibliography > Quick Cite > Choose citation style > Continue…
© Middlesex University
© Middlesex University
Quick Cite: Insert citations; add bibliography
© Middlesex University
© Middlesex University
Word 2016+/365 – RefWorks Citation Manager add in
Word > Insert > Get Add-ins > RefWorks > Add >
RCM tab > Login to sync
You must be logged into your Microsoft Account for the add-in to work
© Middlesex University
© Middlesex University
RCM set up
© Middlesex University
© Middlesex University
RCM cite this
TASK:
• Type some text
• Press Enter twice to add two lines after your text
• Add a heading: References
• Press Enter twice to add blank lines after References
• Click in text where you want to cite
• Add space after the final word but before full stop
• Click Cite This
• Citation and reference list automatically created
© Middlesex University
© Middlesex University
RCM – instant citation and reference
• Citation and reference automatically created
• If reference creation default is off – next slide…
© Middlesex University
© Middlesex University
RCM – if references don’t appear
• Bibliography generation default is off – switch on
Presentation Title | 35
© Middlesex University
© Middlesex University
RCM – add page numbers to citation
Click the reference
Click Edit this
In the suffix box add:
• 1 x comma
• 1 x space
• p. OR pp.
• 1 x space
• Number OR
• Number – Number
• Full stop
Untick Author for date
only citation
e.g. Kim and Shumaker
(2015, p.21) state that…
© Middlesex University
© Middlesex University
RCM – change citation style
Remember to refresh document if you change or edit references
© Middlesex University
© Middlesex University
Action: create references
• Set up RefWorks Citation Manager
• Write something
• Create a citation and reference
• Change the citation style
© Middlesex University
© Middlesex University
Perfecting your references – normal view
© Middlesex University
© Middlesex University
Perfecting … – table view, find duplicates
Or use the find duplicates tool >>>
© Middlesex University
© Middlesex University
Perfecting… - Citation view; missing bits
© Middlesex University
© Middlesex University
Perfecting … – edit your references
• Is the resource type correct? If not change it
• Click title > lightning bolt by title – overwrites reference
• Click title > lightning bolt by DOI - apply changes to add to reference
• Manual edit e.g. tags
© Middlesex University
© Middlesex University
Action: perfecting references
• Try different views
• Check for duplicates
• Citation view
• Edit a reference
© Middlesex University
© Middlesex University
Upload pdf to saved reference - best
Open the reference > drop in the PDF
PDF added to high quality reference
© Middlesex University
© Middlesex University
Upload pdf - drag and drop
• RefWorks creates reference from information in the PDF
• Will need to edit the reference created
© Middlesex University
© Middlesex University
Upload pdf – add and upload
+ Add > Upload Documents > File Upload > Click file
Useful when finding files in folders
© Middlesex University
© Middlesex University
Perfecting … – edit your references
• Is the resource type correct? If not change it
• Click title > lightning bolt by title – overwrites reference
• Click title > lightning bolt by DOI - apply changes to add to reference
• Manual edit e.g. tags
© Middlesex University
© Middlesex University
Action: saving pdfs
• Drop PDF into a reference
OR
• Drag and drop in to RW, then
• Edit the reference
© Middlesex University
© Middlesex University
Saving to folders in RefWorks
Main folder: Separate instances of RefWorks for different projects
My folders: Create and sort folders for different parts of a project
• Create folders and sub folders
• Populate by dragging and dropping from All References.
• You can have a reference in more than one folder
© Middlesex University
© Middlesex University
Share your folders
Invite other RefWorks users to read, annotate or modify
© Middlesex University
© Middlesex University
Action: folders and sharing
• Create a folder
• Create a sub folder
• Share a folder
© Middlesex University
© Middlesex University
Any questions?
• Basic referencing
• Refworks Citation Manager
• Uploading and importing
• Folders
• Projects
© Middlesex University
© Middlesex University
More on referencing: Cite them Right Online
myUniHub > My Study > My Library > Referencing
> Cite them Right Online
© Middlesex University
© Middlesex University
https://libguides.mdx.ac.uk/plagiarismreferencing/NewRW
RefWorks help
© Middlesex University
© Middlesex University
Our other library sessions
• Advanced Literature Searching:
• Citation searching with Web of Science
• Best journals in your field
• Repositories and FREE Inter Library Loans
• LinkedIn Learning
• Activate
• Set learning goals
• Certificates in LinkedIn
© Middlesex University
© Middlesex University
Any questions?
Adam Edwards a.edwards@mdx.ac.uk
Or Chat or Ask a Librarian

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Cognitive Development Adolescence PsychologyCognitive Development Adolescence Psychology
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Refworks for researchers october 2021

  • 1. RefWorks for Researchers Dr J. Adam Edwards a.edwards@mdx.ac.uk
  • 2. © Middlesex University © Middlesex University Get started • Use Firefox or Chrome or Edge or Safari (Mac) — Do not use Internet Explorer. • Log in to myUniHub and go to My Study > My Library • Slides and documents are available at: • http://libguides.mdx.ac.uk/research/training
  • 3. © Middlesex University © Middlesex University What is RefWorks? • Collect, manage and organize references • Format papers • Organize, share and cite research
  • 4. © Middlesex University © Middlesex University We will… • Set up an account • Export from Library Search • Export from Google Scholar • Add PDFs • Share folders • Citing in Word • Cite them Right Online
  • 5. © Middlesex University © Middlesex University Set up a RefWorks account • Click No account? Sign up here • Use your @live.mdx.ac.uk email address and any password • Verify via your @live.mdx.ac.uk email > see next slide • myUniHub > My Study > My Library > Databases > R > RefWorks • OR https://refworks.proquest.com
  • 6. © Middlesex University © Middlesex University Setting up an account continued… • Verify account via University email • myUniHub > My Middlesex > My Email • Check Junk email folder • Complete RefWorks form • RefWorks home page opens
  • 7. © Middlesex University © Middlesex University RefWorks home page • Complete form and brief tour • RefWorks home page looks like this:
  • 8. © Middlesex University © Middlesex University Action: set up a RefWorks account • Find RefWorks • Create and verify your account • Complete the form and the brief walk through
  • 9. © Middlesex University © Middlesex University Adding resources from Library Search myUniHub > My Study > My Library > Library Search | 9
  • 10. © Middlesex University © Middlesex University Export from Library Search to RefWorks myUniHub > My Study > Library Search > Export to RefWorks
  • 11. © Middlesex University © Middlesex University Always use new Refworks
  • 12. © Middlesex University © Middlesex University Your RefWorks library – last imported
  • 13. © Middlesex University © Middlesex University Action: add to RefWorks • Find an article with Library Search • Add to RefWorks • Save PDF to desktop for later
  • 14. © Middlesex University © Middlesex University Export from Google Scholar
  • 15. © Middlesex University © Middlesex University Sync with RefWorks
  • 16. © Middlesex University © Middlesex University Library links To read full text must be logged in to myUniHub WorldCat: Tells you where it is, but no access
  • 17. © Middlesex University © Middlesex University Results with full text If asked to choose Legacy RefWorks (orange) or New RefWorks (blue):  Tick box and choose New RefWorks
  • 18. © Middlesex University © Middlesex University Action: add to RefWorks • Find a Full Text article with Google Scholar • Add to RefWorks • Save PDF to desktop for later
  • 19. © Middlesex University © Middlesex University Your RefWorks library If you are in Last Imported, click All References
  • 20. © Middlesex University © Middlesex University Tools – save from internet to RefWorks • Drag and drop in your browser toolbar/bookmarks bar • If you cannot see your browser toolbar…next Tools > Tools > Install Save to RefWorks > drag & drop black button
  • 21. © Middlesex University © Middlesex University Add to your bookmarks toolbar - Firefox If bookmarks toolbar is not showing in Firefox, click it here >>> Google Chrome …. next slide
  • 22. © Middlesex University © Middlesex University Add to your bookmarks bar - Chrome If bookmarks bar is not showing in Chrome, tick it here >>>
  • 23. © Middlesex University © Middlesex University Add a web page to RefWorks • Go to a web site • Click Save to RefWorks button in browser • Select the item to save (if required) • Click Save to RefWorks
  • 24. © Middlesex University © Middlesex University Action: add web pages to RefWorks • Set up Save to RefWorks • Add something from the internet • Possible problems: • Bad data • Records may need editing (see later)
  • 25. © Middlesex University © Middlesex University Any questions so far? • Found things • Library Search • Google Scholar • Added to RefWorks
  • 26. © Middlesex University © Middlesex University Five minute break
  • 27. © Middlesex University © Middlesex University Next… • Basic referencing • RefWorks Citation Manager • Perfecting your references • Uploading and importing • Folders
  • 28. © Middlesex University © Middlesex University RefWorks and writing • Creates references • Thousands of styles • Add citations to text – one click • Generates bibliography or footnotes • Cite them Right – Harvard • Set your default
  • 29. © Middlesex University © Middlesex University Basic: Create bibliography > Quick Cite Create bibliography > Quick Cite > Choose citation style > Continue…
  • 30. © Middlesex University © Middlesex University Quick Cite: Insert citations; add bibliography
  • 31. © Middlesex University © Middlesex University Word 2016+/365 – RefWorks Citation Manager add in Word > Insert > Get Add-ins > RefWorks > Add > RCM tab > Login to sync You must be logged into your Microsoft Account for the add-in to work
  • 32. © Middlesex University © Middlesex University RCM set up
  • 33. © Middlesex University © Middlesex University RCM cite this TASK: • Type some text • Press Enter twice to add two lines after your text • Add a heading: References • Press Enter twice to add blank lines after References • Click in text where you want to cite • Add space after the final word but before full stop • Click Cite This • Citation and reference list automatically created
  • 34. © Middlesex University © Middlesex University RCM – instant citation and reference • Citation and reference automatically created • If reference creation default is off – next slide…
  • 35. © Middlesex University © Middlesex University RCM – if references don’t appear • Bibliography generation default is off – switch on Presentation Title | 35
  • 36. © Middlesex University © Middlesex University RCM – add page numbers to citation Click the reference Click Edit this In the suffix box add: • 1 x comma • 1 x space • p. OR pp. • 1 x space • Number OR • Number – Number • Full stop Untick Author for date only citation e.g. Kim and Shumaker (2015, p.21) state that…
  • 37. © Middlesex University © Middlesex University RCM – change citation style Remember to refresh document if you change or edit references
  • 38. © Middlesex University © Middlesex University Action: create references • Set up RefWorks Citation Manager • Write something • Create a citation and reference • Change the citation style
  • 39. © Middlesex University © Middlesex University Perfecting your references – normal view
  • 40. © Middlesex University © Middlesex University Perfecting … – table view, find duplicates Or use the find duplicates tool >>>
  • 41. © Middlesex University © Middlesex University Perfecting… - Citation view; missing bits
  • 42. © Middlesex University © Middlesex University Perfecting … – edit your references • Is the resource type correct? If not change it • Click title > lightning bolt by title – overwrites reference • Click title > lightning bolt by DOI - apply changes to add to reference • Manual edit e.g. tags
  • 43. © Middlesex University © Middlesex University Action: perfecting references • Try different views • Check for duplicates • Citation view • Edit a reference
  • 44. © Middlesex University © Middlesex University Upload pdf to saved reference - best Open the reference > drop in the PDF PDF added to high quality reference
  • 45. © Middlesex University © Middlesex University Upload pdf - drag and drop • RefWorks creates reference from information in the PDF • Will need to edit the reference created
  • 46. © Middlesex University © Middlesex University Upload pdf – add and upload + Add > Upload Documents > File Upload > Click file Useful when finding files in folders
  • 47. © Middlesex University © Middlesex University Perfecting … – edit your references • Is the resource type correct? If not change it • Click title > lightning bolt by title – overwrites reference • Click title > lightning bolt by DOI - apply changes to add to reference • Manual edit e.g. tags
  • 48. © Middlesex University © Middlesex University Action: saving pdfs • Drop PDF into a reference OR • Drag and drop in to RW, then • Edit the reference
  • 49. © Middlesex University © Middlesex University Saving to folders in RefWorks Main folder: Separate instances of RefWorks for different projects My folders: Create and sort folders for different parts of a project • Create folders and sub folders • Populate by dragging and dropping from All References. • You can have a reference in more than one folder
  • 50. © Middlesex University © Middlesex University Share your folders Invite other RefWorks users to read, annotate or modify
  • 51. © Middlesex University © Middlesex University Action: folders and sharing • Create a folder • Create a sub folder • Share a folder
  • 52. © Middlesex University © Middlesex University Any questions? • Basic referencing • Refworks Citation Manager • Uploading and importing • Folders • Projects
  • 53. © Middlesex University © Middlesex University More on referencing: Cite them Right Online myUniHub > My Study > My Library > Referencing > Cite them Right Online
  • 54. © Middlesex University © Middlesex University https://libguides.mdx.ac.uk/plagiarismreferencing/NewRW RefWorks help
  • 55. © Middlesex University © Middlesex University Our other library sessions • Advanced Literature Searching: • Citation searching with Web of Science • Best journals in your field • Repositories and FREE Inter Library Loans • LinkedIn Learning • Activate • Set learning goals • Certificates in LinkedIn
  • 56. © Middlesex University © Middlesex University Any questions? Adam Edwards a.edwards@mdx.ac.uk Or Chat or Ask a Librarian

Editor's Notes

  1. Talk about links to relevant places in My Library box