1. How to manage your citations
using RefWorks
Presented and compiled by Jen Eidelman
http://www.lib.uct.ac.za/
Email: jen.eidelman@uct.ac.za
Ph: 021 650 2773
http://libguides.lib.uct.ac.za/refworks
1
2. “Reference Management Software”
“Bibliographic Management Software”
“Citation Management Software”
Build up your OWN PERSONAL DATABASE of references
FREE at UCT
Store references SAFELY on the RefWorks server
BACK UP your references on your PC
ORGANISE your references in folders
IMPORT UNLIMITED REFERENCES from databases and the Web
SEARCH your references with the RefWorks search engine
SAVE the abstracts of articles / ATTACH files to articles
Link to FULL TEXT
Insert IN-TEXT REFERENCES into your documents
CREATE BIBLIOGRAPHIES automatically
Slide by Fiona Jones
3. Topics covered in workshop:
• Find RefWorks @UCT Libraries – Login page
• RefWorks LibGuide / Help in RefWorks
• Create an account
• Customise your settings
• Getting references into RefWorks
• Attach a file to a reference
• Search for references in Refworks
• Create folders
• Organise and share folders
• Move references into folders / move a reference from one folder to another
• Add references to a reference list
• Create a list of ‘favourite’ styles
• Generate a bibliography
• Write-N-Cite
4. • http://www.lib.uct.ac.za
• Research Help
• RefWorks
Please remember that if you
are not on campus click the
OFF CAMPUS LOGIN button
to login and then choose
RefWorks from the list.
Find RefWorks at UCT Libraries
6. • http://www.lib.uct.ac.za/lib/refworks
• RefWorks Help:
• http://libguides.lib.uct.ac.za/refworks
• RefWorks – sign up for a new account
• If you have an account log in to
RefWorks
Find RefWorks at UCT Libraries
7. Click on the page tabs to
access instructional
slideshows.
Click on the links for
support & instructional
material from RefWorks.
http://libguides.lib.uct.ac.za/refworks
RefWorks GUIDE at UCT Libraries
11. Choose which output
style you wish to
appear as your default
styles
Customise your settings in RefWorks
12. HOW DO WE GET REFERENCES INTO
REFWORKS?
Import directly from certain online databases
(see: http://libguides.lib.uct.ac.za/refworks-direct-export or
http://libguides.lib.uct.ac.za/RefWorks/refworks-google-scholar
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
Searching online catalogues within RefWorks and importing them into RefWorks.
(see: http://libguides.lib.uct.ac.za/refworks-search-online-catalogues)
RSS Feeds
(see: http://libguides.lib.uct.ac.za/refworks-rss-feeds)
13. • Search Google Scholar and
import references into
RefWorks
• http://www.lib.uct.ac.za
• Databases by Platform
Direct Import – Database to RefWorks
14. • Search Google Scholar for
references
Direct Import – Database to RefWorks
15. • Choose ‘settings’ to set up
Google Scholar to import
references into RefWorks
http://libguides.lib.uct.ac.za/RefWorks/refworks-google-scholarSEE: http://libguides.lib.uct.ac.za/RefWorks/refworks-google-scholar
Setting up Google Scholar for RefWorks
16. • Choose RefWorks from the
Bibliography Manager
drop down menu.
• SAVE your changes
Setting up Google Scholar for RefWorks
17. • Search for a document in Google Scholar
• Import into RefWorks
Direct Import – Google Scholar to RefWorks
18. • Choose – Export to legacy RefWorks
Choose Legacy RefWorks until we roll out the
new RefWorks
19. Click on
‘VIEW LAST IMPORTED FOLDER’
Direct Import – Google Scholar to RefWorks
20. Article is imported
Click the ‘view’ button to make sure
the correct information has been
imported
Direct Import – Check your reference
Use the edit button to make changes
21. • Search Web of Science and
import references into
RefWorks
• http://www.lib.uct.ac.za
• Databases (A-Z)
Direct Import – Database to RefWorks
22.
23. Web of Science
Direct Import to RefWorks
Change drop down
menu to ‘topic’
Change timespan to limit your search to specific years
24. Web of Science – Import the
information (bibliographic details) to RefWorks
Tick the box next to the reference you wish to import.
Click ‘Save to RefWorks’
35. For a full list of all the Direct Export partners available see:
DIRECT EXPORT
http://support.proquest.com/apex/homePage?id=kA0400000004MitCAE&l=en_US
36. Import a reference to RefWorks by creating a text
file – using PubMed as an example.
SEE: http://libguides.lib.uct.ac.za/RefWorks/refworks-text-files
37. How to attach files to a reference
Download & Save the pdf to your computer
38. Click on the edit icon
How to attach files to a reference
39. How to attach files to
a reference
• Choose the saved file on
your computer.
• Click ‘Save Reference’
• Close the window X
40. How to open files that are attached to a
reference
• Click on
the
paperclip
to view
reference
41. Search for references
Use the search box to search for references in your database.
A search will include searching in ATTACHMENTS if you click on the paper clip icon.
42. Organising your results in RefWorks
Now that you have done your research and imported your references
you might want to organise them.
43. Create a folder 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.
44. 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
Share folders – click on the green arrow icon.
45. Sharing is a two step
process. First click on the
arrow to tell RefWorks to
Share the folder, then
click on email this share.
This folder is shared.
Share a folder
47. Move a reference out of a folder
To move a reference out of a
folder, use the ‘Remove from
folder’ icon. Do not use the
delete folder icon since this will
delete the reference from your
database.
48. 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.
How to get your references into folders
You’ll receive a success message ...
49. How to add a reference to a list
Click on the “Add to my
list” icon
Click on the “Remove
from My List” icon to
remove reference from
the list.
A list is
temporary –
it will only be
available
while you are
logged in to a
session. Once
you log out,
the list will be
gone.
50. Manage your output Styles
into a ‘favourites’ list
Choose ‘Output Style Manager’ from
Bibliography
51. Your favourite output styles are what you can easily access when working in
RefWorks and Write-N-Cite
Manage your output Styles
into a ‘favourites’ list
Use the Green Arrows to push a style from the RefWorks list to your ‘Favourites’ list.
Here you can also search for a style and preview a style
52. 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.
53. Generate a simple reference list
• 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 or
• Choose all references on the page from ‘References to use’
55. 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
56. Generate a bibliography
Click “Create Bibliography”
Select “References to include”.
Choose the end result for your
file.
57. 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
Generate a bibliography
59. The reference
list/bibliography opens in
a Word document.
Save your document.
You can copy and paste
your completed
bibliography into your
paper.
Generate a bibliography
60. Write-N-Cite allows you to write your paper in Microsoft Word and insert citations
directly from RefWorks with the click of a button.
Then Write-N-Cite will create your in text citations and your bibliography in your
paper.
Write-N-Cite
61. 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.
Write-N-Cite
63. 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)
Write-N-Cite
64. Write-N-Cite for Windows installs a RefWorks Tab within your
Microsoft Word document. Click on the RefWorks Tab to reveal
the Write-n-Cite commands on the ribbon.
Microsoft Word Window
Write-N-Cite
65. How to use Write-N-Cite:
http://libguides.lib.uct.ac.za/write-n-cite
Write-N-Cite