RefWorks Workshop 11 August 2016

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
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“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

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

• 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

OFF CAMPUS LOGIN http://www.lib.uct.ac.za
5

• 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

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

RefWorks – sign
up for a new
account
Create an account in RefWorks

Customise your settings
Customise your settings in RefWorks

Choose which output
style you wish to
appear as your default
styles
Customise your settings in RefWorks

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)

• Search Google Scholar and
import references into
RefWorks
• Databases by Platform
Direct Import – Database to RefWorks

• Search Google Scholar for
references

• 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

• Choose RefWorks from the
Bibliography Manager
drop down menu.
• SAVE your changes
Setting up Google Scholar for RefWorks

• Search for a document in Google Scholar
• Import into RefWorks
Direct Import – Google Scholar to RefWorks

• Choose – Export to legacy RefWorks
Choose Legacy RefWorks until we roll out the
new RefWorks

Click on
‘VIEW LAST IMPORTED FOLDER’
Direct Import – Google Scholar to RefWorks

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

• Search Web of Science and
import references into
RefWorks
• Databases (A-Z)

Web of Science
Direct Import to RefWorks
Change drop down
menu to ‘topic’
Change timespan to limit your search to specific years

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’

Web of Science

Click on the magnify icon to view all the
information that was imported

Choose
EBSCOHost
Direct Import to RefWorks - EBSCOHost

Choose the databases you want to search
Choose Continue

Click on the title of the article you want to import

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

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

How to attach files to a reference
Download & Save the pdf to your computer

Click on the edit icon
How to attach files to a reference

How to attach files to
a reference
• Choose the saved file on
your computer.
• Click ‘Save Reference’
• Close the window X

How to open files that are attached to a
reference
• Click on
the
paperclip
to view
reference

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.

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

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.

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.

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

Email the address of a Shared folder

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.

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 ...

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.

Manage your output Styles
into a ‘favourites’ list
Choose ‘Output Style Manager’ from
Bibliography

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

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.

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’

Click on the “Create Bibliography” button.

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

Click “Create Bibliography”
Select “References to include”.
Choose the end result for your
file.

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

Save your
document to
your computer
or to a disk

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

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

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

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

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

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

How to use Write-N-Cite:
http://libguides.lib.uct.ac.za/write-n-cite
Write-N-Cite

Thank you!
This presentation is available at:
http://libguides.lib.uct.ac.za/RefWorks/workshop2016

RefWorks Workshop 11 August 2016

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