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RefWorks: The Basics

RefWorks is a personal bibliographic software manager that allows users to manage citations, create bibliographies, and access their database from anywhere. It offers over 200 citation styles and can easily change the citation style to fit journal requirements. This tutorial covers setting up an account, creating folders, importing references, modifying records, and generating bibliographies.

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RefWorks: The Basics

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  1. RefWorks: The Basics October 12, 2005

  2. What is RefWorks? • A personal bibliographic software manager • Manages citations • Creates bibliogaphies • Accessible from anywhere!

  3. Why use RefWorks? • Keep track of articles on your topic – or several topics • Create bibliographies easily and quickly in over 200 citation styles • Submitting your article to more than one journal expecting different citation styles? • A click of the mouse will change the style to fit the requirements of the journal

  4. How do I access RefWorks? • Click on the RefWorks link on the Library’s homepage • http://refworks.scholarsportal.info/ (log in using the Group Code given to you in the RefWorks welcome message)

  5. What We’ll Cover Today • Setting up an individual account • Creating folders • Putting references into your RefWorks database • Modifying references • Generating a bibliography

  6. RefWorks Login Page You MUST be at a UW IP-authenticated computer to set up your account

  7. RefWorks Interface

  8. RefWorks Interface (cont’d) – Available Help

  9. Creating Folders • You can create as many folders as you want with as many citations or references in them as you want • Click on Folders  Create New Folder

  10. Creating Folders (cont’d)

  11. Creating Folders (cont’d)

  12. Your Turn! • Create a RefWorks account (or log on to RefWorks if you already have an account) • Go to Library’s homepage • Click on the RefWorks link • Create an Account or Log on • Create a folder • Folders  Create New Folder

  13. Putting References into RefWorks • Three methods • Direct Export • Import using an Import Filter • Enter manually

  14. Direct Export • About a dozen publishers/vendors make this feature available, e.g. • CSA • ScholarsPortal • EI Engineering Village 2 • PubMed • EBSCO • ProQuest

  15. Direct Export (cont’d) – CSA

  16. Direct Export (cont’d) – CSA

  17. Direct Export (cont’d) – CSA

  18. Direct Export (cont’d) – CSA

  19. Direct Export (cont’d) – CSA

  20. Import using Import Filters • Most other major database vendors have Import Filters • It is important to know who the vendor is…if you cannot find the information on the database’s site, contact your Liaison Librarian or the Information Desk • Generally, save to a text file, and then import that file into RefWorks using the appropriate filter

  21. Import Using Import Filters – Web of Science

  22. Import Using Import Filters – Web of Science (cont’d)

  23. Import Using Import Filters – Web of Science (cont’d)

  24. Import Using Import Filters – Web of Science (cont’d)

  25. Import Using Import Filters – Web of Science (cont’d) Accept Default Type

  26. Import Using Import Filters – Web of Science (cont’d)

  27. Import Using Import Filters – Web of Science (cont’d)

  28. Import Using Import Filters – Web of Science (cont’d)

  29. Import Using Import Filters – Web of Science (cont’d)

  30. Enter manually • Use if • There is no Direct Export • There is no Import Filter • The citation is not available electronically • You have a print copy of an article • Your item is a book (generally not included in journal indexes)

  31. Enter Manually (cont’d)

  32. Enter Manually (cont’d)

  33. Enter Manually (cont’d)

  34. Your Turn! • Using CSA or Web of Science, put some references into your folder • Go to the “Find Journal Articles, etc.” page from the Library’s home page (http://www.lib.uwaterloo.ca/) • For a list of CSA databases, click on the down arrow under Popular Choices • For Web of Science, click on W under Databases by Name

  35. Viewing Your References • Take a look at all the filled-in fields in the record • e.g. Descriptors, Abstract, personal annotations, etc.

  36. Viewing Your References (cont’d)

  37. Viewing Your References (cont’d)

  38. Modifying Your References • Make corrections • Add an Abstract • Add Descriptors (indexing terms) • Annotate references using the Note or User fields

  39. Modifying Your Records (cont’d)

  40. Modifying Your Records (cont’d)

  41. Your Turn! • Choose a record and • Add an Abstract (use the Notes field if there is already an Abstract) • Add a Descriptor (subject heading) • Annotate the record in a User field

  42. Generating a Bibliography • It’s as simple as clicking a button and choosing a citation style!

  43. Generating a Bibliography

  44. Generating a Bibliography (cont’d)

  45. Generating a Bibliography (cont’d)

  46. Your Turn! • Generate a bibliography of the references in your folder

  47. Questions?

  48. For more information… • Contact your Liaison Librarian • Attend RefWorks Advanced • Wednesday, November 23rd • Covers managing and searching your personal database, sharing references, linking to full-text of articles, and using Write-N-Cite to format your paper

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