This document provides an overview of how to use RefWorks, a citation management tool. It discusses setting up a RefWorks account, importing references from library databases and Google Scholar, organizing references into folders, and citing references in Word documents. The document guides users through each step, such as setting up an account, importing references, editing and perfecting references, uploading PDFs, creating folders, and using the RefWorks Citation Manager tool in Word.

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

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© Middlesex University
What is RefWorks?
• Collect, manage and organize references
• Format papers
• Organize, share and cite research

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© 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

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© 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

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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

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RefWorks home page
• Complete form and brief tour
• RefWorks home page looks like this:

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© Middlesex University
Action: set up a RefWorks account
• Find RefWorks
• Create and verify your account
• Complete the form and the brief walk through

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© Middlesex University
Adding resources from Library Search
myUniHub > My Study > My Library > Library Search
| 9

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© Middlesex University
Export from Library Search to RefWorks
myUniHub > My Study > Library Search
> Export to RefWorks

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© Middlesex University
Always use new Refworks

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© Middlesex University
Your RefWorks library – last imported

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© Middlesex University
Action: add to RefWorks
• Find an article with Library Search
• Add to RefWorks
• Save PDF to desktop for later

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© Middlesex University
Export from Google Scholar

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© Middlesex University
Sync with RefWorks

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© Middlesex University
Library links
To read full text must be logged in to myUniHub
WorldCat: Tells you where it is, but no access

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© Middlesex University
Results with full text
If asked to choose Legacy RefWorks (orange) or New RefWorks (blue):
 Tick box and choose New RefWorks

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© Middlesex University
Action: add to RefWorks
• Find a Full Text article with Google Scholar
• Add to RefWorks
• Save PDF to desktop for later

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© Middlesex University
Your RefWorks library
If you are in Last Imported, click All References

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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

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© Middlesex University
Add to your bookmarks toolbar - Firefox
If bookmarks toolbar is not showing
in Firefox, click it here >>>
Google Chrome …. next slide

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© Middlesex University
Add to your bookmarks bar - Chrome
If bookmarks bar is not showing in
Chrome, tick it here >>>

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© 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

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© 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)

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Any questions so far?
• Found things
• Library Search
• Google Scholar
• Added to RefWorks

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Five minute break

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© Middlesex University
Next…
• Basic referencing
• RefWorks Citation Manager
• Perfecting your references
• Uploading and importing
• Folders

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© 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

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© Middlesex University
Basic: Create bibliography > Quick Cite
Create bibliography > Quick Cite > Choose citation style > Continue…

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© Middlesex University
Quick Cite: Insert citations; add bibliography

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© 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

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© Middlesex University
RCM set up

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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

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© Middlesex University
RCM – instant citation and reference
• Citation and reference automatically created
• If reference creation default is off – next slide…

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© Middlesex University
RCM – if references don’t appear
• Bibliography generation default is off – switch on
Presentation Title | 35

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© 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…

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© Middlesex University
RCM – change citation style
Remember to refresh document if you change or edit references

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Action: create references
• Set up RefWorks Citation Manager
• Write something
• Create a citation and reference
• Change the citation style

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© Middlesex University
Perfecting your references – normal view

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© Middlesex University
Perfecting … – table view, find duplicates
Or use the find duplicates tool >>>

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© Middlesex University
Perfecting… - Citation view; missing bits

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© 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

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© Middlesex University
Action: perfecting references
• Try different views
• Check for duplicates
• Citation view
• Edit a reference

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© Middlesex University
Upload pdf to saved reference - best
Open the reference > drop in the PDF
PDF added to high quality reference

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© Middlesex University
Upload pdf - drag and drop
• RefWorks creates reference from information in the PDF
• Will need to edit the reference created

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© Middlesex University
Upload pdf – add and upload
+ Add > Upload Documents > File Upload > Click file
Useful when finding files in folders

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© 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

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© Middlesex University
Action: saving pdfs
• Drop PDF into a reference
OR
• Drag and drop in to RW, then
• Edit the reference

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© 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

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© Middlesex University
Share your folders
Invite other RefWorks users to read, annotate or modify

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Action: folders and sharing
• Create a folder
• Create a sub folder
• Share a folder

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© Middlesex University
Any questions?
• Basic referencing
• Refworks Citation Manager
• Uploading and importing
• Folders
• Projects

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© Middlesex University
More on referencing: Cite them Right Online
myUniHub > My Study > My Library > Referencing
> Cite them Right Online

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© Middlesex University
https://libguides.mdx.ac.uk/plagiarismreferencing/NewRW
RefWorks help

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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

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Any questions?
Adam Edwards a.edwards@mdx.ac.uk
Or Chat or Ask a Librarian