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RefWorks: Online bibliography and research tool
Valerie Lawrence and Alice Nelson
30 October 2012
Aims of this session
To enable you to:
Use the basic features of RefWorks;
Import references from different sources;
Manage your database of references;
Create a bibliography/reference list.
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RefWorks…
is a personal online database that allows you to manage all your research and to generate a bibliography in the format you need.
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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Access
• Access your personal account from any computer connected to the web.
• 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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RefWorks vs EndNote
Compare features: Web Desktop
Save references
Organize & edit references
Unlimited Storage capacity (number of
references) 10,000
Import from many databases and OPACs
Cite & format papers with bibliographies
Create & save advanced searches
Customize views & displays
Edit reference import filters & output styles
Work online, on any computer
Cite tables, figures, & equations
Work Offline (anytime/anywhere) Write N Cite III available offline:
Full access online
Local Personal Files and Documents
High Performance Desktop Environment
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• Several alternative packages available: Endnote, Zotero and Mendeley, ColWiz
• Find out more
– WISER: Tech Tools - Reference Management (Wed 21 Nov 2.00 – 5.00) (wk 7) Book @ http://courses.it.ox.ac.uk/detail/TZW6
– Guide to reference management @ http://libguides.bodleian.ox.ac.uk/reference-management (includes comparison table)
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Other reference management software
Getting started: setting up an account (1)
1. Go to
www.RefWorks.com/RefWorks
2. Click on
Sign up for a New Account
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Getting started: setting up an account (2)
3. Fill in the form
4. Click on Create account
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Selecting favourite output styles
1. choose Bibliography then Output Style Manager
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2. Find the style you need in the List of Output Styles and move the style to your Favorites using the arrows
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. COPAC
• Import data from databases using saved files – usually in plain text format with tagged fields e.g. BBIH
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Adding new reference manually (1)
1. Click on New Reference
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Adding new reference manually (2)
2. Check “Ref type”
3. Fill in boxes
provided for the
selected output
style
4. Save reference or
Save & add new
to continue adding
more references
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Direct export from SOLO (1)
1. Login to SOLO using your Single Sign On
2. Search SOLO and mark some results by clicking the star next to the item
3. Access your E-shelf for a list all of the records you have marked
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4. Select the ones you want to use
Direct export from SOLO (2)
5. From the drop-down menu, choose Push to RefWorks and click Go to export directly to RefWorks
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Edit a reference, add notes & attach documents (1)
1. Choose a reference and click on edit.
2. Make any changes needed to the bibliographical details.
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3. To attach a document click on browse button & navigate to your saved Document. 4. Click on open to attach it to your reference.
Edit a reference, add notes & attach documents (2)
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Edit a reference, add notes & attach documents (3)
5. To add personal notes click on additional fields and scroll down to personal notes field
6. Click on save reference or save & add new before exiting
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1. Select New Folder
Creating Folders in RefWorks (1)
2. Enter a name in New Folder Name box and click Create
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3. Go to Folders - Last Imported Folder and select some references.
4. Click on Folder icon and choose a folder to save your selected references to.
Creating Folders in RefWorks (2)
5. To find and remove any duplicates choose Find Duplicates and follow the steps.
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Practice
Try the following tasks: 1, 2, 3 & 4
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Direct export from EBSCO (1)
1. Go to http://oxlip-plus.bodleian.ox.ac.uk and find an EBSCO database e.g. Historical Abstracts 2. Conduct a search. Select some articles to save and click on Add to Folder
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Direct export from EBSCO (2)
3. Go to Folder View, select the records you wish to export, then click on Export
4. Select Direct Export to Refworks and then click Save
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Direct export from EBSCO (3)
5. Your records should appear in the Last Imported Folder. Check them for accuracy at this point.
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Direct export from ProQuest (1)
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1. Select items to export and click on Export/Save then choose RefWorks
2. Click Continue. You might need to login to RefWorks at this point
Direct export from ProQuest (2)
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3. Your records should appear in the Last Imported Folder. Check them for accuracy at this point.
What to do when direct export is not possible -
e.g. BBIH
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Saving results from BBIH
1. Search Bibliography of British & Irish History
2. Select the items you want to save and click on Export
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Saving results from BBIH
3. Change file name if preferred
4. Select download as method of export
5. Select “.txt – RefWorks tagged format” click on export, then save file to computer 28
Importing to RefWorks
3. Your records should appear in the Last Imported Folder.
2. Select the data source (RefWorks Tagged Format) 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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About import filters
1. To see a list of Direct Export partners choose: References | Import and click on List of Filters and Databases.
2. Choose Direct Export Partners.
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+
Importing from Google Scholar (1)
2. Scroll down to Bibliography manager settings
1. From Google Scholar search page click on Scholar Preferences link at side of search box
4. Save preferences
3. Select to “Show links to import citations into” – choose RefWorks from the dropdown menu
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Search results should now offer the option to Import to RefWorks
Importing from Google Scholar (2)
Note: this has to be done individually as there is no“mark records” option
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Practice
Try the following tasks: 5, 6, 7 & 8
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Formatting citations in your paper with Write-N-Cite
Write-N-Cite is a tool which you download into your word processing software. It makes placing references into your paper easy.
You need to download the Write-N-Cite plug from RefWorks.
1. Choose Tools | Write-N-Cite and follow the instructions
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Formatting citations in your paper with Write-N-Cite
Available for Windows or Mac
Install information
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Working Offline with Write-N-Cite III
• If you want to work offline use Write-N-Cite III (older version)
• You cannot add, edit or delete references in your RefWorks account offline
• Offline, you can: View your references and insert temporary citation placeholders
Format your bibliography
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Getting started with W-N-C
• To add a citation at a particular point in your Word document click on the Write-N-Cite icon on the toolbar
• Log into Write-N-Cite to access your RefWorks database
• Choose referencing style
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Adding a citation with W-N-C
• In the Word document, place you cursor where the citation is to be inserted
• From the Write-N-Cite list click on Insert citation > Insert new
• Select citation and add page numbers
• Press OK to insert
• Save your document 38
Formatting a bibliography with W-N-C
• In the Write-n-Cite tab click on Bibliography Options and choose Insert Bibliography
• You can change your output style without creating a new document
• You can remove and re-insert in another location if required
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Adding page numbers to citations
• Tick Override Pages and insert page number(s) in format required by referencing style.
• Or use Suffix
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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 References
• 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 Bibliography 41
Creating a standalone bibliography
1. In RefWorks, click on Bibliography | Create
6. Click on Create Bibliography
2. Choose style
4. Choose a File type e.g. HTML, Word
5. Choose which references you want to include e.g. All references, My List, folder
3. Tick Format a Bibliography from a List of References
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Compatibility with other word processing packages
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 a bibliography. For information on how to do this, see Task 14 on the course handouts or look at the RefWorks online help
https://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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Help with using RefWorks
Use Help from the RefWorks menu
Report any problems or make requests for new filters to [email protected]
Local help is available either from [email protected] or from any of the RefWorks presenters:
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Practice
Try the following tasks: 9, 10 and 12
Continue and try some of the optional exercises: 11, 14 – 30 (Not possible to do task 13 at OUCS)
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