BASICS OF USING REFWORKS

1. BASICS OF USING REFWORKS SPRING 2012 (1/6/12)

2. What is RefWorks? • A web-based bibliographic and database manager • Creighton University faculty, students, and staff have access to this resource at no cost to the individual user

3. What can RefWorks do for you? • RefWorks allows users to: • Create and organize a personal database online • Integrate with Microsoft Word to format in-text citations and bibliographies • Import references from a variety of databases, including Medline, CINAHL, and PubMed • Share references among collaborating researchers

4. What is RefShare? • RefShare is a module within RefWorks that provides users with a way to share all or part of their database with others • Users may share their RefWorks references with both members of their own institution and globally with others having Internet access

5. How do you access RefWorks? Go to http://hsl.creighton.edu and click on the silver RefWorks tab (upper right of screen)

6. Creating a RefWorks Account • Click on the “RefWorks” tab on any of the HSL web pages • Click on the “RefWorks Login page” link

7. Creating a RefWorks Account (cont.) 3. Click on “Sign up for a New Account” (brown link in the box on the left side.)

8. Creating a RefWorks Account (cont.) 4. Completely fill out the form – (login name and password do not need to be your Creighton login name and password) 5. Click on the “Next” at bottom of form

9. Creating a RefWorks Account (cont.) 4. Fill in the required information to complete your registration. 5. Click on the “Create Account” at bottom of form

10. Building your RefWorks Database • Exports citations directly from online databases • Imports text files of citations from online databases • Manually enter references and attached digital documents to RefWorks records • Look up items and import records directly from CLIC (Creighton Libraries Information Catalog)

11. Building your RefWorks Database(cont.) • Exports citations directly from online databases. (See “RefWorks 2.0 Export Directions” on the lower right side of HSL’s RefWorks page.) • Import text files of citations from online databases. (See “Export Directions” on HSL’s RefWorks page.)

12. Tips & Tutorials for RefWorks Database • Links to tutorials produced by HSL & RefWorks are also available on the lower right side of the page

13. Creating Folders for your Citations • Log in to your RefWorksaccount 2. Click on the “New Folders” tab on the left side under the main menu bar

14. Creating Folders for your Citations(cont.) 3. Type the folder name in the “New Folder Name” box and click on the “Create” button

15. Creating Folders (cont.) • Add subfolders by left clicking on “Create Subfolders” • Use the pull down menu to select your parent folder & add the name of the new subfolder in the “New Folder Name” box & click the "Create” button

16. Copying Citations to Folders • Select a folder to move citations using the folder pull down menu under “Organize & Share Folders” or click on the folder from the list under the “Folders” tab on the right side. • You will then see only the citations in that folder

17. Copying Citations to Folders (cont.) • Mouse over the “View” tab on the grey menu bar • “View Folder” and a list of your folders will appear • Left click on the folder you want to open

18. Copying Citations to Folders (cont.) • Place a checkmark in the box to the left of the references you would like to copy to another folder • Use the “Organization & Share Folder” icon folder drop down menu to select the folder where the references will be copied

19. Copying Citations to Folders (cont.) • Once a folder is selected, a message will appear in the lower right of your screen which says “Completed” # items moved to “folder name”

20. Check CU holdings • Click on the green “360” circle under a citation to check for Creighton Libraries holdings

21. RefWorks Tips • The “Firefox” for Windows machines works best with RefWorks unless you have upgraded your computer to Windows 7. The Safari browser works best with Macs • Open & search your databases before opening RefWorks • When finished with RefWorks be sure to click on the “Log out” in the upper right corner before closing your window. • If the RefWorks does not respond, try clicking on “Log out” a couple of times then close the window.

22. Editing A Record in RefWorks • Click on the pencil icon to see the complete record and edit the information in any record field

23. Editing a Record (cont.) • Use pull-down menus to find other options

24. Editing a Record (cont.) • You can attach electronic copy of a document, graphic or picture to a record • Use the “Browse” button to find your attachment

25. Editing a Record (cont.) • Hit the “Save Reference” or “Save & Add New” button on the lower right side

26. Bringing in Records from CINAHL • Open your “Firefox” browser & run a search in CINAHL • Select a few citations records • Click on “Folder View” on the right side

27. Bringing in Records from CINAHL (cont.) • Check the box next to “Select” above the list of citations & left click the “Export” icon on the right margin.

28. Bringing in Records from CINAHL (cont.) • Left click on the “Save” button. (Note the default is “Direct Export to RefWorks” which is what you want.)

29. Bringing in Records from CINAHL (cont.) • You will have to login to RefWorks for the first group of citations that you send over.

30. Bringing in Records from CINAHL (cont.) • Click on the “View Last Imported Folder” button on the lower right to view your citations.

31. Bringing in Records from CINAHL (cont.) • You will see a list or your citations. Click on the “All in List” button and use the pull-down menu next to the folder icon to move your citations into a specific folder.

32. Bringing in Records from CINAHL (cont.) • Left click on a folder from the listing on the right to see the records in it.

33. Bringing in Records from CINAHL (cont.) Be sure to always move your new records into a folder or the next group you bring in will push the older ones out from the “Last Imported” folder. If you want to import more records, just minimize RefWorks and go back to your database.

34. Bringing in Records from CINAHL (cont.) • Left click on the “Back” button to go back to your list of previously imported citations.

35. Bringing in Records from CINAHL (cont.) • Check the box next to “Select” and left click on the “Delete Items” to clear the old citations. Hit the “Back” button to get back to your main results page.

36. Bringing in Records from CINAHL (cont.) Continue to select your next group of records to import into RefWorks.

37. RefWorksWrite-N-Cite (WNC) • Allows you to • insert citations to a word document that you have saved in a RefWorks folder • Create references in your document • Formats your citations in a the style of your choice, such as APA • Creates bibliographies

38. Using Write-N-Cite (WNC) to Insert Citations & Create Bibliographies • Write-N-Cite (WNC) • Only compatible with Microsoft Word • Compatible with Internet Explorer and Safari browsers. (NOTE: you must use Internet Explorer to do the initial download & set-up for WNC but this may change with the next WNC upgrade.) • Needs to be downloaded and configured for off-campus access (if applicable) • Be sure to restart your computer right after loading WNC

39. RefWorks WNC • Directions are on the HSL RefWorks web page • Scroll down to the “Write-N-Cite” instructions

40. RefWorks WNC • Click on the “Write-N-Cite software” link to select the WNC version for your type of computer

41. RefWorks WNC CU provided laptops & tablets should have WNC preloaded on them • If you are using another computer check the RefWorks page on the Library’s web page for instruction on how to load • You will need access to the Internet to use this program.

42. RefWorks WNC (cont.) Using WNC with Microsoft Word Begin typing your paper in Microsoft Word • Title your document and save it • When you want to add a reference, hit the space bar • Click on the “Add-Ins” tab

43. RefWorks WNC (cont.) Using WNC with Microsoft Word • If you don’t have and “Add-Ins” tab check your desktop or list of programs from the“Start” button on the lower right of your computer for the WNC icon • Click on the right WNC toolbar button

44. RefWorks WNC • Place you cursor where in document you want the citation to go and hit the space bar one time • Log into RefWorks’ WNC • Use the View menu in WNC if you would like to select a specific folder of references • Click the Cite link next to the correct reference

45. RefWorks WNC • Minimize WNC • After you click on the Cite link, WNC inserts a “placeholder” citation into your paper – this will be formatted later, according to the output (citation) style selected

46. RefWorks WNC When you have finished writing your paper save the document • Bring the WNC window back up • Click on the “Bibliography” tab

47. RefWorks WNC • Select the “Output Style” to apply • Select “Create Bibliography”

48. RefWorks WNC • WNC will give you a “no errors” message • Click on the “Back to Reference List • Minimize WNC • Check the document for mistakes including citations format • Save your revised document with a different name • Close WNC when you are finished

49. RefWorks WNC Notice that you now have your references in your chosen format and you now have a “References” list below.

50. RefWorks WNC • Check the document for mistakes including citations format • Save your revised document • Close WNC when you are finished