RefWorks and Referencing UCT Libraries

1. REFWORKS
Presented and compiled by Jen Eidelman
http://www.lib.uct.ac.za/
Email: jen.eidelman@uct.ac.za
Ph: 021 650 2773
This work is licensed under a Creative Commons AttributionNonCommercial-ShareAlike 3.0 Unported License.

2. What will I learn today?
1. RefWorks:
•
•
•
•
•
•
How to find RefWorks HELP
How to create an account in RefWorks
Direct export citations from 2 databases
Create a folder
Create a bibliography from a list of references
Create a bibliography using Write-N-Cite
2. UCT Harvard Referencing Style
•
•
•
•
Where to find referencing HELP from the library page
Books
Journal Articles
Web pages

3. Introducing RefWorks
Why use RefWorks?
• Create a personal database accessible from any computer
linked to the Internet without having to download or install
special software;
• Import and store an unlimited number of references from
databases–search results from a wide variety of databases can
be automatically exported into RefWorks with the click of a
button;
• Organize and manage references–sort and file references
quickly and easily using folders;
• Search references by keyword, author, journal title;
• Use Write-N-Cite together with MS Word to automatically insert
in-text citations into documents and create bibliographies in the
citation style of your choice.

4. Introducing RefWorks
Finding help
Go to: http://www.lib.uct.ac.za

5. Introducing RefWorks - Finding help
http://libguides.lib.uct.ac.za/refworks
Click on the
page tabs
above * to
access
instructional
slideshows.
Click on these
links * for
instructional
material from
RefWorks.

6. Introducing RefWorks - Finding help

7. Finding Help in RefWorks

8. This is the HelpFile in RefWorks

9. For a great instructional tour guide around RefWorks 2.0 go to:
http://www.refworks-cos.com/refworks/rwpreview/RefWorks_New_UI_demo.htm

10. Create a RefWorks account at UCT Libraries
1. Go to: http://www.lib.uct.ac.za
2. Go to „Research Help‟ and then click on „RefWorks‟ /
„Access RefWorks‟ (Please remember that if you are
not on campus click the OFF CAMPUS LOGIN button to
login to the library resources before you login to
RefWorks.)

11. Create a RefWorks account at UCT Libraries
Log in to
RefWorks
Or sign up for
a new
account

12. Create a RefWorks account at UCT Libraries

13. Create a RefWorks account at UCT Libraries
Sign up for a
new account

14. Login to RefWorks at UCT Libraries
Login to RefWorks

15. HOW DO WE GET REFERENCES
INTO REFWORKS?

Import directly from certain online databases
(see: http://libguides.lib.uct.ac.za/refworks-direct-export

Import text files containing references from online databases
(see: http://libguides.lib.uct.ac.za/refworks-text-files

Manually enter the reference
(see: http://libguides.lib.uct.ac.za/refworks-manual-entry

Use ‘RefGrab It’ to import information from a website.
(see:

Searching online catalogues within RefWorks and importing them into
RefWorks.
(see:

http://libguides.lib.uct.ac.za/refworks-refgrabit)
http://libguides.lib.uct.ac.za/refworks-search-online-catalogues)
Rss Feeds
(see: http://libguides.lib.uct.ac.za/refworks-rss-feeds)

16. Direct Export to RefWorks
from a Database
Using Web of Science as an example

17. Get references into RefWorks
DIRECT Export method
http://www.lib.uct.ac.za
From „Search & Find‟ choose
Databases

18. Get references into RefWorks
DIRECT Export method
CHOOSE WEB OF SCIENCE

19. Web of Science
Get references into RefWorks – Direct export
Change drop
down menu to
topic
Change timespan to limit your search
to specific years

20. Web of Science
Get references into RefWorks – Direct export
Tick the box.
Export the information (bibliographic details) to RefWorks

21. Web of Science
Get references into RefWorks – Direct export
• From the drop down menu, choose the information you wish
to send to RefWorks.
• Click SEND

22. Get references into RefWorks
Imported from a Database

23. Get references into RefWorks
Imported from a Database

24. Get references into RefWorks
Imported from a Database

25. Save a reference from a
database search.
Attach the file in RefWorks.
Use SFX to check availability of full text access.
Attach your saved full text reference to the reference in
RefWorks

26. Web of Science
Save a full text reference - SFX
Click on FULL TEXT
and then SFX

27. Web of Science
Save a full text reference - SFX
SFX will tell you if the article is available in full text or not.
The full text is available from
ScienceDirect
Click on the GO button.
There is also a link here to the library
catalogue (ALEPH) if you want to see if
the print version is available.

28. Web of Science
Save a full text reference
Click on Download
PDF to get the full
text.

29. Web of Science – Save the article
Save the article to
your computer

30. Web of Science
ATTACH a file to a reference in RefWorks
Click on the EDIT
icon

31. ATTACH a file to a reference in RefWorks
Browse for the file you just saved on your computer

32. • Browse for the file you just saved on your computer
• Click Open

33. PDF is now attached to this reference
Click „Save Reference‟

34. • A paper clip icon is now displayed in this
reference to indicate that there is an
attachment
• Hover the mouse over the icon and click
on the name of the file to read the full
text

35. Direct Export to RefWorks
from a Database
Using GeoRef via EBSCOHost as an example

36. Get references into RefWorks
DIRECT Export method
Choose GeoRef – via EBSCOHost

37. GEOREF – via EBSCOHOST

38. GEOREF – via EBSCOHOST

39. GEOREF – Export to RefWorks
Click on the title of the article to
open the full view

40. GEOREF – Export to RefWorks

41. GEOREF – Export to RefWorks
Select the „Direct export to
RefWorks‟ button
Then click „Save‟
This action will export the information (bibliographic details) to RefWorks

42. Importing to RefWorks from a Database

43. Importing to
RefWorks from
a Database

44. Importing to RefWorks from a Database

45. DIRECT Export
For a full list of all the Direct Export partners available
see:
http://www.refworks-cos.com/refworks/DEPartners/

46. For a full list of all the import filters available see:
http://www.refworks-cos.com/refworks/ImportFilters/

47. Organising your results
in RefWorks
Now that you have done your research and imported your
references you might want to organise them.

48. Organising your results in RefWorks
Click the „New Folder‟ tab to create a new folder
Type the Name of your new
folder and click „Create’.
You also have the option of
creating a subfolder. Create as
many folders as you wish.

49. Organising your results in RefWorks
View all your folders by clicking on the
„Organize & Share Folders’ tab
Here is the new folder we just
created

50. Organising your results in RefWorks
In the „Organize & Share
Folders‟ area you can view
unfiled references and
duplicates
View contents
of folders by
clicking on the
corresponding
link.
If you click on the folder icon, a
drop down menu option allows you
to:
• Create a subfolder
• Delete or rename a folder
• Clear references from a folder
• Find duplicate references
• Create Bibliography
• Export

51. Organising your results in RefWorks
You have one folder already that cannot be renamed or deleted called
“Last Imported” folder. The last group of references you import into
RefWorks are always placed in the `Last Imported‟ folder.
Any previously imported references are automatically moved into the
unfiled references area (unless you move them into a folder!)

52. Organising your results in RefWorks
Removing a reference from a folder.
Tells you which
folder you’re in.
Remove from folder button.
Use the „Remove from Folder‟ feature rather than Delete. Items to be
removed from a folder are to be marked and then the correct button used.

53. How to get your references into
folders
“View”, “All
References”
shows you all the
references in
your database,
regardless of
which folder they
are in.

54. How to get your references into
folders
You select which
references you want to put
in your folder:
• Specific references

55. How to get your references into
folders
You select which
references you want to put
in your folder:
• All References on page

56. How to get your references into
folders
Select the
references to file
by ticking in the
box next to the
reference.
In the “Add to”
drop down,
choose the
folder you want
to move the
selected
references to

57. How to get your references into
folders
OR
Hover your mouse over the
grey area of the reference
you want to move.
The quad arrow icon will
appear.
Drag and drop your reference
into the folder on the right of
the screen.
You‟ll receive a success message ...

58. How to get your references into
folders
Note: You can put your references in more than one folder
(you do not have to add or import them multiple times).

59. Generate a
bibliography
“Format a Bibliography from a List of References” allows you to
generate a bibliography (in the output format you choose) based on
all the references in your database, selected references or only
references in a specific folder.

60. First choose the references you want to include in your
reference list.
Choose selected references from all references or
Choose selected references from a specific folder
Generate a simple reference list

61. Generate a bibliography
Click on the “Create Bibliography” button.

62. Generate a bibliography
There are many
bibliography styles to
choose from.
Select a style - we‟re going to use the Harvard UCT style for
our bibliography

63. Generate a bibliography
Select “References
to include”. Choose
the end result for
your file (Word for
Windows, Word for
Mac, Open Office,
Text, HTML, or Rich
Text Format (RTF).
Click “Create Bibliography”

64. Generate a bibliography
If your reference list does not
download automatically you
will be prompted to click
either one of the links below.
The first link will download
your Word document. The
second link sends you an
email with the document
attached.
OR

65. Generate a bibliography
Save your
document to
your
computer or
to a disk

66. Generate a bibliography
The reference list/bibliography opens
in a Word document. Save your
document.
You can copy and paste your
completed bibliography into your
paper.

67. Write-N-Cite III
Write-N-Cite allows you to write your paper in Microsoft
Word and insert temporary citation placeholders directly
from RefWorks with the click of a button.
Then Write-N-Cite will create your in text citations and
your bibliography (based on your citation placeholders)
and add it to your paper!

68. Write-N-Cite
Write-N-Cite requires you to download a small (free)
program that provides access to an abbreviated version of
your RefWorks account while you are working in MS Word.
You won‟t be able to add, edit or delete references, but
you will be able to search, view and cite them.

69. Write-N-Cite
In RefWorks
go to
“Tools” then
to Write-NCite

70. After you have downloaded the
software, all you need to do is
open Microsoft Word and you can
open Write-N-Cite from there
(Windows users only) or launch
Write-N-Cite from your desktop....

71. Write-N-Cite
Microsoft Word Window
Write-N-Cite for Windows
installs a button (ADD INS)
within your Microsoft Word.
Click on the Write-N-Cite
button to start Write-NCite. You can start WriteN-Cite from your desktop
or from your programs
menu.

72. Write-N-Cite
You can select
“Always on
top” if you
want Write-NCite to always
display over
Microsoft
Word.
Log in to WriteN-Cite with
your RefWorks
name and
password

73. Write-N-Cite
First click
on LOAD
IT to start
MS Word
Write-N-Cite
opens and
displays all your
references. If you
want to use just
the references for
a specific folder
select it from the
“View”, “Folder”
drop-down
You can
also
conduct a
search to
locate the
references
you want
to use

74. Write-N-Cite
Let‟s begin writing our paper. We will drag Write-N-Cite
out of the way.
We are ready to insert our first temporary citation
placeholder in the Microsoft Word document.....
Click Write-N-Cite to find the reference you
wish to cite. (In other words you are
toggling between
Microsoft Word and Write-N-Cite)
This is a Microsoft Word document

75. Write-N-Cite
When you‟re ready to insert a citation, simply click on the
“Cite” link next to the reference you want to use.
Then go back to your
Microsoft Word
document

76. Write-N-Cite
Remember we‟re just inserting temporary citations - they will be
formatted properly when you have completed your paper and
selected the output style for your bibliography.
Write-N-Cite has inserted
your temporary citation
into your paper.
This is a Microsoft Word document

77. Write-N-Cite
You can preview how your
formatted citation will appear,
as well as make modifications
by clicking on “Edit Citation” in
Write-N-Cite.

78. Write-N-Cite
1. Select a target output style to preview your
citation... For this example choose Harvard - UCT
2. Then a preview will pop up to show you what
your citation will look like when formatted ....

79. Write-N-Cite
Let‟s insert a page number in the „Text After‟
column. For example use the format : 10
Notice the
preview is now
updated with
your change.
Click “SAVE to
Word” to keep
your citation
changes.

80. Write-N-Cite
You can add and edit
multiple citation
placeholders at the same
time ... just click on the
cite links for all the
references that you want
to cite together.

81. Write-N-Cite
These temporary placeholders will be properly
formatted later when you are ready to create the
bibliography. {{259 Laking,G. 2009; 257 Morris,Peter
1994; 250 Study of Man's Impact on Climate 1971}}

82. Write-N-Cite
When you‟re finished writing your paper, go to “File”, Save As, Name it,
and Save it.
After you have saved your document, drag Write-N-Cite up again
Select
„Bibliography‟
from the
toolbar

83. Write-N-Cite
1. Select a
bibliography
output style from
the drop down
list.
2. Click the “Create
Bibliography” button and
the bibliography will be
created in your Word
document.

84. Write-N-Cite
Here the bibliography
has been created in
your Word document
and the temporary
placeholders have
been properly
formatted.

85. Referencing help
http://www.lib.uct.ac.za/research-help/referencing-help/

86. http://libguides.lib.uct.ac.za/refworks-referencing
Referencing
help

87. THANK YOU!
Jen.Eidelman@uct.ac.za