How –to guide for

1. How –to guide for Step by Step instructions to get you on your way to managing your references.

2. What is RefWorks? • RefWorks is web-based bibliographic software package that enables you to: • * Organize your research • * Include citations while you write your paper • * Build abibliography in a variety of formats (e.g. Harvard, APA etc. RefWorks has an extensive format collection from different journals) • * Import references from many data sources (online databases, web pages, text files, other bibliographical managers, manually, RSS feeds) • Create bibliographies in different document formats (Word, RTF, HTML, etc.)

3. What will we do today? • Logging in/Creating an Account • - Creating your account • - Login via group code • Navigating RefWorks • - Toolbar used to access various areas • - Search box • - Online help • - Online tutorials • Getting References into RefWorks • - Direct Exporting from a data vendor (i.e. databases) • - Importing a Text File • - Entering References Manually • - Searching Online Catalogs or Databases from other universities from within RefWorks • - Capturing data from a web page with RefGrab-It • - Using RefWorks RSS feed reader to view and import RSS feed entries • Organizing/Managing Your References • - Creating Folders • - Moving References into Folders • - Removing References from Folders • Searching • - Search RefWorks • Creating a Bibliography • - Reference List from a folder of References • - Using Write-N-Cite OR • - Using One Line/Cite View (optional)

4. RefWorks is an internet based s – this means you do not only have to access it through the Library webpage www.uj.ac.za/library but can go directly to the url: www.refworks.com. This makes RefWorks is accessible anywhere any time, regardless of your location. To log in, you will need the Group Code – please email me for the code Click on RefWorks Logging in/Creating an Account

5. Logging in/Creating an Account • You must then type in your group code before you can register as an individual . • If you click on RefWorks straight from www.uj.ac.za/ library, this will be your first screen. Use the Login using your Group Code

6. Logging in/Creating an Account You can now sign up for an individual account, or log in if you’ve already registered.

7. Logging in/Creating an Account • Now you are ready to start building your own database of references…. • For TUTORIALS for RefWorks, click on the different steps as outlined in Steps 1-3. • If you are ready to LOAD REFERENCES into RefWorks ~ keep this page open as is.

8. Navigating RefWorks

9. Navigating RefWorks • You use the REFERENCES tab to: • Add a new Reference by hand • Import references from a text file (e.g. Emerald) or from EndNote • Export references in a text file • Organize folder (rename, clear, delete) • Backup/Restore your account

10. Navigating RefWorks • We use the SEARCH function to: • Look up references within RefWorks • Search in other university online catalogs or databases • pick up RSS feeds

11. Navigating RefWorks • You can VIEW: • Your folders • All your references • My List – a temporary list • Duplicates • RefWorks Shared area • FOLDERS allow you to: • Create new folders • View folders • Organise folders (rename, delete, empty) • Share your folders with others

12. Navigating RefWorks The Bibliography is used to create a list of all your RefWorks references, or just a specific folder or a predefined list. This is not your references list / list of sources

13. Navigating RefWorks • Some features are duplicated on the Tools option • The most important options are: • Write-N-Cite – we use this to automate the citation process in Word • RefGrab-It – we use this to grab website references • Share References – we use this to share RefWorks folder with other users.

14. You can find all the different tutorials here as well as links to email the RefWorks administrator and RefWorks itself.

15. Getting References into RefWorks • If you are ready to use RefWorks, you start by doing a normal search in any of the databases UJ subscribes to. • Go to www.uj.ac.za/library and click on Databases. • You will then need to enter your surname, student/staffnumber and PIN to gain access to the databases.

16. Getting References into RefWorks Choose any database from the list provided …. An example would be Academic Search Premier available via EbscoHost.

17. Getting References into RefWorks • Click on EbscoHost Web • Then choose your databases, I will only choose Academic Search Premier

18. Getting References into RefWorks • As you go through the articles and print/email them, mark/add the ones you would like to export to RefWorks. • Then click on folder view (or marked folder) to export them REMEMBER: you can only export references not the full text/abstracts! RefWorks works with references only.

19. Getting References into RefWorks Click on Export to export the references you’ve marked In the next window, tick “Direct Export to RefWorks” and then on Save.

20. Getting References into RefWorks RefWorks will open up automatically and you will see the importing screen. As soon as importing is complete, you will be able see how many references were imported. Click on View Last Imported Folder to view the references

21. Organising References • Your list of references will be saved into the Last Imported Folder – from here you can: • move it to another folder • change the reference style • sort it by title etc, • print or • delete it. 2 3 1 4 & 5

22. Organising References To create a New Folder, click on Folders and then on Create New folder Type in the name of your new folder and click on ok.

23. Organising References You can now select your references from the Last Imported Folder and Put them in your new folder (marked in red) Once you’ve done that they will be copied to the new folder, and you can delete them from the Last Imported Folder

24. Importing a text file e.g. Emerald Do a normal search and save it to the marked list Then download it and save it as a text file

25. Importing a text file e.g. Emerald Click on References- Import Then choose the database from the Import filter/data source and Attach your text file Once the import is complete your references will lie in the Last Imported Folder

26. Adding a reference manually Click on References and then Add New Reference

27. Adding a reference manually

28. Adding a reference manually

29. Adding a reference by using RefGrab-It RefGrab-It works with your browser to capture bibliographic information from web pages giving you the option to import that data into your RefWorks account.If an ISBN number, PubMed ID or DOI exist on the web page, RefGrab-It will automatically search various web resources to get supplemental information that may be of interest to you.  RefWorks may also locate RSS feeds related to that web page.When you use RefGrab-It on a web page, it automatically opens a "temporary results page" in a new window.  You can view the information and additional resources first, then decide if you want to import the data.

30. Adding a reference with RefGrab-It Once you are on the website you want to grab, make sure the pop-up blocker is turned off and click on your Favorites – Links – RefGrab-It

31. Adding a reference with RefGrab-It This is the information RefWorks was able to find on the page:

32. Adding a reference with RefGrab-It

33. Using RSS Feeds

34. Using RSS Feeds

35. Searching Online Catalogues/Databases

36. Searching Online Catalogues/Databases

37. Searching Online Catalogues/Databases

38. Create a bibliography: using Write-N-Cite To use RefWorks in writing your research, click on tools and then on Write-N-Cite.

39. Create a bibliography: using Write-N-Cite Follow the instructions for installation

40. Create a bibliography: using Write-N-Cite Once complete W-n-C will be a toolbar attached to Word. It will also be a shortcut on your desktop.

41. Getting your reference into Word and writing your research When you are ready to type your research, you will be using the Write-N-Cite icon installed in Word.

42. Getting your reference into Word and writing your research Type your research as you would normally and when you are ready to add a citation, click on the Write-N-Cite icon ~ the RefWorks log-in page will be displayed, so please log in using the Group Code and your username and password .

43. Getting your reference into Word and writing your research

44. Getting your reference into Word and writing your research Since we want to add a citation, I will click on Cite at the reference I want to add.

45. Getting your reference into Word and writing your research Once you’ve clicked on cite, RefWorks will place the citation into your Word document

46. Getting your reference into Word and writing your research We now need to add the page numbers. To do this click on the Edit Citation link to add the page numbers

47. Getting your reference into Word and writing your research Type in the page number, choose your citation style and click on Save to Word

48. Getting your reference into Word and writing your research The citation has been added, do NOT worry about the number and the {{ }} or the /s, that is just how RefWorks adds it, when you are ready to print out the final version (once you’ve added the bibliography) the citation formatting will change.

49. Getting your reference into Word and writing your research Once you have added all the citations, and you want to include the bibliography, click on Write-N-Cite again and then click on Bibliography

50. Creating your bibliography Choose your citation style from the list. Then click on Create bibliography