refworks: advanced

Exercise Y

our Mind @

your Library®

RefWorks: Advanced

November 21, 2006

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Exercise Y

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What We’ll Cover Today

• Managing Your Personal Database• Searching Your Personal Database• Linking to the Full Text of Articles• Using “My List”• Editing a bibliographic format• Sharing Your References• Using Write-N-Cite (format your paper and

generate the bibliography in WORD)• Anything else??

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Exercise Y

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Managing Your Personal Database

• Your personal database consists of ALL your folders– You can have multiple folders– You can have the same reference in multiple

folders

• Clear, Rename, and Delete Folders• Move articles from one folder to another• Remove and Delete articles (there IS a

difference!)

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Exercise Y

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Managing Your Personal Database

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Exercise Y

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Managing Your Personal Database Organizing Folders

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Exercise Y

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your Library®

Managing Your Personal Database Organizing Folders

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Exercise Y

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Managing Your Personal Database Moving References

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Exercise Y

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your Library®

Managing Your Personal Database Moving References

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Exercise Y

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Managing Your Personal Database Deleting References

• From a specific folder – Use Remove

• From the database – Use Delete

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Exercise Y

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Managing Your Personal Database Deleting References

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Exercise Y

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Managing Your Personal Database Deleting References

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Exercise Y

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Questions??

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Exercise Y

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Your Turn!

• Create a dummy folder

• Move two or three references into the dummy folder

• Remove one reference in the dummy folder

• Delete the dummy folder

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Exercise Y

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Searching Your Personal Database

• Search Author, Periodical, or Descriptor

• Searches entire personal database, not just a particular folder

• Especially useful as your database grows larger

• Two methods:– From within a reference (view mode)– From the menu bar

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Exercise Y

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Searching Your Personal Database From View Mode

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Exercise Y

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Searching Your Personal Database From View Mode

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Exercise Y

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Searching Your Personal Database From View Mode

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Exercise Y

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Searching Your Personal Database From the Menu Bar

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Exercise Y

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your Library®

Searching Your Personal Database From the Menu Bar

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Exercise Y

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Searching Your Personal Database From the Menu Bar

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Exercise Y

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Searching Your Personal Database Adding a Descriptor

• To a single record– Use Edit mode for the record

• To multiple records – Use Global Edit

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Exercise Y

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Searching Your Personal Database Adding a Descriptor

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Exercise Y

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Searching Your Personal DatabaseAdding a Descriptor

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Exercise Y

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Questions??

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Exercise Y

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Linking to the Full Text of Articles

• Some databases will put a URL into the reference automatically– Check Availability and Links fields

• Get it @ Waterloo available for each reference– Caution: this does NOT mean that the full text

is definitely available – if UW does not subscribe to the publication, it won’t be there!

• You can always manually enter a URL

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Exercise Y

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Linking to the Full Text of Articles

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Exercise Y

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Linking to the Full Text of Articles

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Exercise Y

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Using “My List”

• Allows the selection of references from multiple folders for TEMPORARY use– References added to the My List folder

are available ONLY during the current session; the folder is cleared when you log off from RefWorks

• A bibliography can be printed from the My List folder

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Exercise Y

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Using “My List”

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Exercise Y

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Using “My List”

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Exercise Y

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Using “My List”

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Exercise Y

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Questions??

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Exercise Y

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Editing a Bibliographic Format

• Bibliographic format = output style

• Personal output styles will be in red and in your database only – they are not available to anyone else

• You can also edit intext citations and notes – just choose the appropriate option

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Exercise Y

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Editing a Bibliographic Format

• Steps: – Select Bibliography or Citation type– Choose a style closest to what you want– Name it in the box BELOW– Click on the Save As button– Make your changes– Click on the Save button

• NB: Your new output style may not appear until you exit and reenter the Bibliography page

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Exercise Y

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Editing a Bibliographic Format

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Exercise Y

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your Library®

Editing a Bibliographic Format

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Exercise Y

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Editing a Bibliographic Format

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Exercise Y

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your Library®

Editing a Bibliographic Format

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Exercise Y

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your Library®

Editing a Bibliographic Format

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Exercise Y

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Questions??

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Exercise Y

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Sharing Your References

• Allow other RefWorks users at UW view your references (e.g., course instruction)– Read-only password

• Allow other RefWorks users at UW view and modify your references (e.g., working with a group of people on a project)– Share your user name and password– NB: you may want to create a separate account

for the project

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Exercise Y

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Sharing Your References – View Only

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Exercise Y

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Sharing Your References – View Only

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Exercise Y

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Questions??

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Exercise Y

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Using Write-N-Cite

• Insert references from RefWorks directly into your Word document

• Format your paper in the chosen output style

• Generate your bibliography in the chosen output style

• Two methods: – with the Write-N-Cite plug-in – without the Write-N-Cite plug-in

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Exercise Y

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Using Write-N-Cite – with the plug-in

• Download the Write-N-Cite plug-in (under Tools) and follow the directions to install it on your computer

• Open Microsoft Word• Click on the Write-N-Cite icon• RefWorks is automatically launched• Log in to RefWorks• Check the “Always on top” box (optional)• NB: Save your document before generating

the bibliography• NB: Always work in the ORIGINAL

document

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Exercise Y

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Using Write-N-Cite – with the plug-in

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Exercise Y

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Using Write-N-Cite – with the plug-in

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Exercise Y

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Using Write-N-Cite – with the plug-in

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Exercise Y

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Using Write-N-Cite – with the plug-in

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Exercise Y

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Using Write-N-Cite – with the plug-in

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Exercise Y

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Using Write-N-Cite – without the plug-in

• Open RefWorks– Switch to One line/Cite View

• Open a Word document

• NB: Save your document before generating the bibliography

• NB: Always work in the ORIGINAL document• NB: To generate your final document in Word

format, SAVE the document when prompted; OPENing the document defaults to html format

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Exercise Y

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Using Write-N-Cite – without the plug-in

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Exercise Y

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Using Write-N-Cite – without the plug-in

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Exercise Y

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Using Write-N-Cite – without the plug-in

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Exercise Y

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Using Write-N-Cite – without the plug-in

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Exercise Y

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Using Write-N-Cite – without the plug-in

Copy

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Exercise Y

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Using Write-N-Cite – without the plug-in

Paste

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Exercise Y

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Using Write-N-Cite – without the plug-in

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Exercise Y

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Using Write-N-Cite – without the plug-in

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Exercise Y

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Using Write-N-Cite – without the plug-in

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Exercise Y

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Using Write-N-Cite – without the plug-in

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Exercise Y

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Questions??

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Exercise Y

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Anything Else??

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Exercise Y

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For More Information…

• Consult the RefWorks Help or Tutorial

• Contact your Liaison Librarian

• Contact me– skeys@library.uwaterloo.ca

Thank You!