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Introduction to using Refworks

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Introduction to using Refworks

  1. 1. R EF W ORKS An introduction…
  2. 2. What is RefWorks? <ul><li>A personal, web-based bibliographic database manager used to: </li></ul><ul><ul><li>Manage citations, </li></ul></ul><ul><ul><li>Create bibliographies, </li></ul></ul><ul><ul><li>From any internet equipped computer anywhere in the world. </li></ul></ul>
  3. 3. Why use RefWorks? <ul><li>RefWorks can: </li></ul><ul><ul><li>Keep track of books and articles relating to your thesis subject or several topics at once, </li></ul></ul><ul><ul><li>Easily create bibliographies in the style of your choice (i.e. Chicago), </li></ul></ul><ul><ul><li>Help manage citations within your paper. </li></ul></ul>
  4. 4. Getting started… <ul><li>Navigate to the “RefWorks” link on the library home page: </li></ul><ul><li>Register for an individual account, </li></ul><ul><li>(Important! You MUST be at a UW IP-authenticated computer to set up your account) </li></ul><ul><li>You will then receive a welcome message containing the UW Group Code (RWUWaterloo). Keep this! </li></ul>
  5. 5. Using RefWorks…to create folders <ul><li>You can create as many folders as you would like. </li></ul><ul><li>Each folder can hold an unlimited amount of references. </li></ul><ul><li>References can be assigned to more than one folder. </li></ul>
  6. 6. Using RefWorks…to create folders <ul><li>Click on “ Folders ” </li></ul><ul><li>“ Create New Folder ” Name the folder click “ OK ” </li></ul><ul><li>“ Remove from folder ” will do just that; </li></ul><ul><li>“ Delete ” will delete the reference from the database entirely. </li></ul>
  7. 7. Using RefWorks …to add references <ul><li>There are three ways to add references to your account: </li></ul><ul><ul><li>Import directly – available through certain online databases, including TRELLIS </li></ul></ul><ul><ul><li>Import from other databases using an import filter </li></ul></ul><ul><ul><li>Enter citations manually </li></ul></ul>
  8. 8. Using RefWorks to…import directly <ul><li>An increasing number of publishers and vendors are making this feature available, such as: </li></ul><ul><ul><li>Avery Index </li></ul></ul><ul><ul><li>ScholarsPortal </li></ul></ul><ul><ul><li>and now… TRELLIS! </li></ul></ul>
  9. 9. Direct Export – Avery Index <ul><li>Search your topic in your chosen database </li></ul><ul><li>Select the desired articles </li></ul>
  10. 10. Direct Export – Avery Index (cont’d) <ul><li>Click on RefWorks button at the top of the page </li></ul>
  11. 11. Direct Export – Avery Index (cont’d) <ul><li>Confirm selected records and Export to RefWorks </li></ul>
  12. 12. Direct Export – Avery Index (cont’d) <ul><li>Click on “View last imported folder” </li></ul>
  13. 13. Direct Export – Avery Index (cont’d) <ul><li>Select the citation(s) you want to organize </li></ul><ul><li>Click on “Put in folder” </li></ul><ul><li>Select the folder you want </li></ul><ul><li>Click on view to see the citations in your selected folder </li></ul>
  14. 14. Export from TRELLIS <ul><li>Search the catalogue </li></ul><ul><li>Select desired records </li></ul>
  15. 15. Export from TRELLIS (cont’d) <ul><li>“ Export to RefWorks” on bottom of screen </li></ul>
  16. 16. Import Filters – Humanities Fulltext <ul><li>Select desired articles from search results </li></ul><ul><li>Click on “Print Email Save” in the left nav. </li></ul>
  17. 17. Import Filters – Humanities Fulltext cont’d <ul><li>Select “Saving, Citing and Formatting for bibliographic software” </li></ul><ul><li>Under “Fields” select: All citation fields </li></ul><ul><li>Under “Format” select: For exporting to Bibliographic software </li></ul><ul><li>Select “Save”. A new window will open with the results. </li></ul>
  18. 18. Import Filters – Humanities Fulltext cont’d
  19. 19. Import Filters – Humanities Fulltext cont’d <ul><li>Use browser’s “Save As” function and save in desired location with a .txt file extension. </li></ul><ul><li>Log on to RefWorks. </li></ul><ul><li>In the “References” toolbar select: Import </li></ul>
  20. 20. Import Filters – Humanities Fulltext cont’d <ul><li>Select appropriate Filter/Data Source. </li></ul><ul><li>Browse to retrieve your text file. </li></ul>
  21. 21. Manual Entry <ul><li>You may have to manually enter your citation if: </li></ul><ul><ul><li>There is no Direct Export or Import Filter </li></ul></ul><ul><ul><li>The citation is not available electronically </li></ul></ul><ul><ul><li>You have a print copy of an article </li></ul></ul><ul><ul><li>Your item is a book (not in TRELLIS) </li></ul></ul><ul><ul><li>Your source is a website </li></ul></ul>
  22. 22. Manual Entry <ul><li>From the “References” drop-down menu in the RefWorks toolbar, select: Add New Reference. </li></ul>
  23. 23. Manual Entry <ul><li>Select desired citation style and RefWorks will tell you which fields need to be filled. </li></ul><ul><li>Supply as much information as possible. </li></ul>
  24. 24. Editing your references <ul><li>View you references to see all content. </li></ul><ul><li>You can then… </li></ul><ul><ul><li>Make corrections </li></ul></ul><ul><ul><li>Add an abstract </li></ul></ul><ul><ul><li>Add descriptors (indexing terms) </li></ul></ul><ul><ul><li>Annotate references using the Note or User fields </li></ul></ul><ul><ul><li>… using the “Edit” option next to each reference in your folder. </li></ul></ul>
  25. 25. Generating a Bibliography <ul><li>… is SO easy! </li></ul><ul><li>Select “Bibliography” in the RefWorks toolbar </li></ul><ul><li>Choose: </li></ul><ul><ul><li>Citation style </li></ul></ul><ul><ul><li>File type </li></ul></ul><ul><ul><li>What references to include </li></ul></ul>
  26. 26. Generating a Bibliography - cont’d
  27. 27. Generating a Bibliography – cont’d
  28. 28. What else? <ul><li>Using the “Search” option in the toolbar you can search your database by Author, Periodical or Descriptor. </li></ul><ul><li>You can also search online catalogues, databases and RSS feeds through RefWorks. </li></ul>
  29. 29. What else? <ul><li>When you graduate you can either: </li></ul><ul><ul><li>Transfer you account to your new RefWorks-subscribing organization </li></ul></ul><ul><ul><li>Purchase your own subscription to RefWorks </li></ul></ul><ul><ul><li>Export all your references to another citation manager </li></ul></ul>
  30. 30. What else? <ul><li>Write-N-Cite is a downloadable plug-in (found under Tools) that can be used with RefWorks. </li></ul><ul><li>Available for Windows or Mac, but can be used in Word only. </li></ul><ul><li>Helps integrate references from your RefWorks database into the body of your paper. </li></ul>
  31. 31. Having problems? <ul><li>Extensive help in RefWorks can be found on our website. </li></ul><ul><li>Michele and Sara are also available to answer questions. </li></ul>
  32. 32. Any Questions? Please contact Michele or Sara if you have any more questions about RefWorks