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RefWorks for Your Thesis Isabel Holowaty & Bethan Jenkins [email protected] [email protected]

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Page 1: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

RefWorks for Your Thesis

Isabel Holowaty & Bethan [email protected]

[email protected]

Page 2: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

RefWorks…

is a personal online database that allowsyou to manage all your research and togenerate a bibliography in the format youneed.

enables you to:• Import references from many sources• Organize your references• Include citations while you write your paper• Create a bibliography in a variety of citation formats,

and in different document formats (Word, RTF, HTML,etc.)

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Page 3: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Aims of this session

To enable you to:

Use the basic features of RefWorks

Import references from different sources Import references from different sources

Manage your database of references

Create a bibliography/reference list

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Page 4: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Access

• Access your personal account from anycomputer connected to the web.

• Free access for Oxford University members,• Free access for Oxford University members,and Alumni.

• Outside Oxford network, log in via group code- see:http://www.bodleian.ox.ac.uk/eresources/refworks

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Page 5: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

RefWorks vs EndNote

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Page 6: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

• Several alternative packages available: Endnote, Zoteroand Mendeley

• Find out more

– WISER: Tech Tools - Reference Management

Other reference management software

– WISER: Tech Tools - Reference Management

Fri 7 Feb 9.15 - 12.15) (wk 3) http://courses.it.ox.ac.uk/detail/TZW6

– WISER: Mendeley for Reference ManagementTues 18 Feb. 9:15-12:15 (wk 5) http://courses.it.ox.ac.uk/detail/TZWL2

– Online guide to reference management @http://libguides.bodleian.ox.ac.uk/reference-management (includescomparison table)

– IT Services run EndNote courses each term 6

Page 7: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Getting started: setting up an account (1)

1. Go to

www.RefWorks.com/RefWorks

2. Click on2. Click on

Sign up for a New Account

X Note: don’t use this option

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Page 8: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Getting started: setting up an account (2)

3. Fill in the form

4. Click on Create account

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Page 9: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Try task 1: setting up anaccount

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Page 10: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Options for importing references

• Enter references manually

• Export data from “Direct Export Partners” e.g.SOLO, OxLIP+, EBSCO, ProQuest and others

Search for data from within RefWorks e.g.• Search for data from within RefWorks e.g.COPAC

• Import data from databases using saved files –usually in plain text format with tagged fieldse.g. BBIH

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Page 11: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Adding new reference manually (1)

1. Click on New Reference

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Page 12: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Adding new reference manually (2)

2. Check “Ref type”

3. Fill in boxes

provided for the

selected outputselected output

style

4. Save reference or

Save & add new

to continue adding

more references

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Page 13: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Selecting favourite output styles

1. choose Bibliography thenOutput Style Manager

2. Find the style you need in theList of Output Styles and move the style to your Favorites usingthe arrows

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the arrows

Page 14: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Direct export from SOLO (1)

1. Login to SOLO using your Single Sign On

2. Search SOLO and mark some results by clicking thestar next to the item

3. Access your E-shelf for a list all of the records youhave marked

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Page 15: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

4. Select the ones you want to use

Direct export from SOLO (2)

5. From the drop-down menu, choose Push to RefWorksand click Go to export directly to RefWorks

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Page 16: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Try Task 2

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Page 17: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Edit a reference, add notes & attach documents (1)

1. Choose areference and clickreference and clickon edit.

2. Make any changesneeded to thebibliographical details.

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Page 18: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

3. To attach a documentclick on browse button& navigate to your savedDocument.

Edit a reference, add notes & attach documents (2)

4. Click on open to attachit to your reference.

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Page 19: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Edit a reference, add notes & attach documents (3)

5. To add personal notes clickon additional fields and scrolldown to personal notes field

6. Click on savereference or save &add new beforeexiting

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Page 20: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Try Task 3

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Page 21: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

1. Select New Folder

Creating Folders in RefWorks (1)

2. Enter a name in New FolderName box and click Create

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Page 22: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

3. Go to Folders - LastImported Folder and selectsome references.

4. Click on Folder iconand choose a folder to saveyour selected references to.

Creating Folders in RefWorks (2)

5. To find and remove anyduplicates choose FindDuplicates and follow thesteps.

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Page 23: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Try Task 4

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Page 24: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Direct export from EBSCO (1)

1. Go to http://oxlip-plus.bodleian.ox.ac.uk and findan EBSCO database e.g. Historical Abstracts

2. Conduct a search. Select some articles to save and clickon Add to Folder

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Page 25: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Direct export from EBSCO (2)

3. Go to Folder View, select the records you wish to export, then3. Go to Folder View, select the records you wish to export, thenclick on Export

4. Select Direct Export toRefworks and then clickSave

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Page 26: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Direct export from EBSCO (3)

5. Your records shouldappear in the Last ImportedFolder. Check them foraccuracy at this point.

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Page 27: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Try Task 5

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Page 28: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Direct export from ProQuest (1)1. Select items to export and click onExport/Save then choose RefWorks

2. Click Continue. You might need tologin to RefWorks at this point

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Page 29: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Direct export from ProQuest (2)3. Your records should appear in the Last ImportedFolder. Check them for accuracy at this point.

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Page 30: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Try Task 6

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Page 31: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Importing from Google Scholar (1)

2. Scroll down toBibliography manager

1. From Google Scholarsearch page click onSettingslink at side of search box

Bibliography managersettings

4. Save preferences

3. Select to “Show links to import citationsinto” – choose RefWorks from the dropdownmenu

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Page 32: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Search results should now offer the option toImport to RefWorks

Importing from Google Scholar (2)

Note: this has to be done individually as there isno “mark records” option

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Page 33: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

What to do when directexport is not possible -export is not possible -

e.g. BBIH

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Page 34: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Saving results from BBIH

1. Search Bibliography of British & Irish Historyor International Medieval Bibliography

2. Select the items you want to save and click onExport 34

Page 35: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Saving results from BBIH

3. Change file name if preferred

4. Select download as method of export

5. Select “.txt – RefWorks tagged format” click onexport, then save file to computer 35

Page 36: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Importing to RefWorks

1. Select References |

3. Your records should appear in the Last Imported Folder.

2. Select the data source (RefWorks TaggedFormat) and database (Tagged Format)Browse for the text file you saved and click Import

1. Select References |Import from the toolbar

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Page 37: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

About import filters

1. To see a list of Direct Exportpartners choose: References |Import and click onList of Filters and Databases.

2. Choose DirectExport Partners.

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Page 38: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Try Task 8

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Page 39: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Formatting citations in your paperwith Write-N-Cite

Write-N-Cite is a tool which you download into your wordprocessing software. It makes placing references into yourpaper easy.

You need to download the Write-N-Cite plug in fromRefWorks.RefWorks.

1. Choose Tools | Write-N-Cite and follow the instructions

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Page 40: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Formatting citations in your paperwith Write-N-Cite

Available for Windows or Mac

Write-N-Cite III

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Page 41: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Getting started with W-N-C

• To add a citation at a particular point in your Worddocument click on the Write-N-Cite icon on thetoolbar

• Log into Write-N-Cite to access your RefWorksdatabasedatabase

• Choose referencing style

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Page 42: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Adding a citation with W-N-C

• In the Word document, place you cursor where thecitation is to be inserted

• From the Write-N-Cite list click on Insert citation >Insert new

• Select citation via folders or using search box and add• Select citation via folders or using search box and addpage numbers

• Press returnto insert

• Save yourdocument

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Page 43: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Formatting a bibliography with W-N-C

• In the Write-n-Cite tab click on Bibliography Optionsand choose Insert Bibliography

• You can change your output style without creating anew documentnew document

• You can remove and re-insert in another location ifrequired

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Page 44: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Adding page numbers to citations

• Tick Override Pages and insert pagenumber(s) in format required by referencingstyle.

• Or use• Or useSuffix

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Page 45: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Creating a standalone bibliography

• In RefWorks, click on Bibliography / Create

• Choose an Output (reference) style e.g.Harvard

• Tick Format a Bibliography from a List of• Tick Format a Bibliography from a List ofReferences

• Choose a File type e.g. HTML, Word

• Choose which references you want to include

e.g. All references, My List, folder

• Click on Create Bibliography45

Page 46: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Creating a standalone bibliography

1. In RefWorks, click

2. Choose style

3. Tick Format aBibliography from aList of References

1. In RefWorks, clickon Bibliography |Create

6. Click on Create Bibliography

4. Choose a File type e.g. HTML, Word

5. Choose which references you wantto include e.g. All references, MyList, folder

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Page 47: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Try Task 9

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Page 48: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Using History Faculty stylesHistory faculty, Oxford – Notes & Bib. (beta)for formatting essays with footnote referencesand bibliography in Write-N-Cite for Windows

History Faculty, Oxford – Notes &Bib. (for WNC III)

formatting essays with footnotereferences and bibliography inWrite-N-Cite III (older version)

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History Faculty, Oxford – Bibliography only (beta)

for formatting bibliographies in RefWorks

for creating bibliographies withoutWrite-N-Cite using One Line / CiteView

Page 49: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Compatibility with other word processingpackages

Open Office• Write-N-Cite is not available in Open Office. However, you can use

the One Line/Cite View in RefWorks to add citations and create abibliography. For information on how to do this, see Task 14 on thecourse handouts or look at the RefWorks online help

https://www.RefWorks.com/RefWorks/help/RefWorks.htmhttps://www.RefWorks.com/RefWorks/help/RefWorks.htm

- under Output and Formatting

LaTeX• You can export references from RefWorks into BibTex, the

bibliography manager in LaTeX.

• See useful instructions from MIT http://libguides.mit.edu/refworks

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Page 50: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Try Tasks 10 and 12

Continue and try some of the optional exercises

Groupcode: oxymoron50

Page 51: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Well done!

You should now be able to:

Login to RefWorks

Create folders and manage output stylesCreate folders and manage output styles

Add references manually, export from databases,import files and edit references

Generate bibliographies using RefWorks andWrite-N-Cite

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Page 52: RefWorks for Your Thesis - Bodleian Libraries · Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@RefWorks.com

Help with using RefWorks

Use Help from the RefWorks menu

Report any problems or make requests for new filtersto [email protected]

Local help is from any of the RefWorks presenters: Local help is from any of the RefWorks presenters:

[email protected]

[email protected]

[email protected]

[email protected]