MDSC 402: Refworks

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MDSC 402 Refworks

• e-Research Made Easy
• Session Presenter Marcus Vaska
• October 30, 2007

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Refworks(refworks.ucalgary.ca)

• Bibliographic management tool (bibliography can
  be created in almost any style)
• Organizes and manages research
• Reference List can be shared with other Refworks
  users or even other bibliographic management
  programs, such as Endnote or Reference Manager
• Create own personal database (with folders)
• Easy to access and FREE for students, faculty,
  staff at the University of Calgary

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Session Plan

• Setting up a Refworks Account
• Creating a Personal Database
• Creating folders
• Exporting data directly from a research database
  (OVID Medline)
• Importing data from research databases (i.e.
  PubMed, Web of Science) that do not have a direct
  export feature
• Write-N-Cite
• Adding citations to papers written in MS Word
• Creating a Bibliography
• Exporting reference list to MS Word, which can be
  edited and prepared for final submission

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Creating a Refworks Account

• From the Refworks home page (http//library.ucalga
  ry.ca/services/refworks/), click the New User
  Accounts tab (under Refworks Links)
• If you are using Refworks on campus, you may
  access the program directly by clicking on the
  Scholars portal link (http//refworks.scholarsport
  al.info )
• If using Refworks from home (off-campus), you
  must click on the Group Code link BEFORE
  proceeding. You will be prompted to enter your U
  of C IT Account information. Upon validation,
  you will receive the group code and may then
  proceed with setting up your account.

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Signing Up for a Refworks Account On-Campus
Route

• Click on Sign up for an Individual Account link
• ALL fields must be filled in
• Type of User undergraduate student (select from
  drop-down menu)
• Focus Area medicine (select from drop-down menu)

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Creating Folders

• Folders?Create New Folder
• Enter file name (i.e. MDSC402) in New Folder
  Name click OK.
• You will receive a confirmation message that the
  folder has been successfully created
• Refworks imposes NO LIMITS on how many folders
  you can have in your account
• It is extremely important to create folders FIRST
  (before searching), because the Last Imported
  folder (i.e. Refworks server) contains ONLY
  references from your most recent data import that
  have not been filed in other folders!

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Sample Research Topic Databases Used PubMed,
Medline, Web of Science

• Avian Flu
• Key Words avian flu

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Saving Your Sources

• PubMed
• In your search results, select the citations that
  you would like to import into Refworks
• From the Display menu, select MEDLINE (you will
  notice that the selected citations have now been
  converted into a text format)
• From the Send to menu, select File (open or save
  text document)
• Save the text file (.txt) to Desktop

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Importing Sources Into Refworks-Step 1

• PubMed
• Log in to your Refworks account
• Click on References?Import
• Select NLM PubMed from the Import Filter/Data
  Source and PubMed from the Database drop-down
  menus
• Click on Import References Into menu and specify
  which folder (i.e. MDSC402) the file should be
  sent to
• Browse and select the name of the text file
  (.txt) on the desktop where the PubMed results
  have been saved. Enter this file name into the
  Import Data from the Following Text File field
• Click Import

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Importing Sources Into Refworks-Step 2

• PubMed
• When receiving the message that the file has been
  imported successfully, you still need to move the
  references from the Last Imported Folder to the
  MDSC402 folder.
• Click on View Last Imported Folder
• Select all in list, and choose MDSC402 from
  drop-down folder. Click on OK, and you will soon
  receive a confirmation message that the files
  have been successfully moved to the MDSC402
  folder.

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Saving Your Sources via Direct Export Into
Refworks

• OVID Medline
• Select desired results
• In the Results Manager box, select
  Fields?Complete Reference, Result Format?Direct
  Export. You can also save your search history,
  which is very beneficial should you wish to redo
  your search at a later date.
• Finally click on SAVE under the Actions menu.

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Saving Your Sources via Direct Export Into
Refworks

• OVID Medline
• Make sure that the Export to Refworks option is
  selected
• You will know automatically be taken to Refworks
  (you will be required to log into your account
  once more)
• You should receive an Import Complete message.
• Again, click on View Last Imported Folder and
  transfer the records to your MDSC402 folder.

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Saving Your Sources

• Web of Science
• In the Search Results screen, select the records
  that you wish to output, choose Bibliographic
  Abstract from the drop-down menu, and click on
  the Save tab (records cannot be directly exported
  into Refworks)
• In the Save Options screen, select Field Tagged
  (import into a Reference Management Tool), and
  click on Continue
• Just as in PubMed, the option appears to save the
  records as a text file.

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Importing Sources Into Refworks-Step 1

• Web of Science
• Log in to your Refworks account
• Click on References?Import
• Select ISI (Institute for Scientific Information)
  from the Import Filter/Data Source and Web of
  Science from the Database drop-down menus
• Click on Import References Into menu and specify
  which folder (i.e. MDSC402) the file should be
  sent to
• Browse and select the name of the text file
  (.txt) on the desktop where the PubMed results
  have been saved. Enter this file name into the
  Import Data from the Following Text File field
• Click Import

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Importing Sources Into Refworks-Step 2

• Web of Science
• When receiving the message that the file has been
  imported successfully, you still need to move the
  references from the Last Imported Folder to the
  MDSC402 folder.
• Click on View Last Imported Folder
• Select all in list, and choose MDSC402 from
  drop-down folder. Click on OK, and you will soon
  receive a confirmation message that the files
  have been successfully moved to the MDSC402
  folder.

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Entering References Manually

• References?Add New Reference
• Under View Fields Use By, select the desired
  output style (i.e. Vancouver)
• Under Ref Type, select the type of reference
  (i.e. book).
• Type in information using Vancouver Style (guide
  can be found by going to http//www.nlm.nih.gov/bs
  d/uniform_requirements.html
• While Refworks automatically converts citations
  to Vancouver Style, it is good practice to
  double-check all references before final
  submission!

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Write-N-Cite-Step 1

• Tools?Write-N-Cite (this is a one-time
  requirement only if you havent used Write-N-Cite
  before. You will be prompted to download a small
  plug-in).
• Open your document in MS Word
• The Write-N-Cite icon should automatically appear
  in the upper right corner of the screen. If it
  does not, go to Tools?Refworks Write-N-Cite.

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Write-N-Cite-Step 2

• In your MS Word document, place the cursor behind
  the phrase where a reference is to be cited.
• Click on the Write-N-Cite icon (you may be
  prompted to log in to your Refworks account once
  more)
• In the top menu bar, View-MDSC402 (select the
  folder from which you wish to cite your sources)
  click Cite next to the reference in the Refworks
  screen.
• Save your MS Word document!

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Write-N-Cite-Step 3

• In the same MS Word document, click on
  Write-N-Cite
• Click on Bibliography
• Select output style (i.e. Vancouver)
• After a few moments, a new window will
  automatically open in MS Word, formatting your
  citations into bibliographic format (hint the
  reformatted MS Word document will have the word
  Final- in front of the file name)
• Remember to SAVE the MS Word document!

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Creating a Bibliography

• Make sure you have saved your MS Word document
• In Refworks, click on the Bibliography button.
• In the subsequent screen, you will see that the
  output style has already been preset to Vancouver
• You can either format both your paper and
  bibliography in Vancouver style OR create a
  bibliography from the list of references in your
  Refworks folder.

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Creating a Bibliography-Option 1

• In Refworks, click on the Bibliography button.
• Select Format Paper and Bibliography
• Browse and select the document to format.
• Click on Create Bibliography
• note if you have already used the Write-N-Cite
  feature to convert your citations to
  bibliographic format, you do not need to repeat
  the above instructions

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Creating a Bibliography-Option 2

• In Refworks, click on the Bibliography Button
• Select Format a Bibliography from a List of
  References
• Choose Word for Windows (or Word from Mac) from
  the File Type to Create drop-down menu
• Select References From and choose which folder
  (i.e. MDSC402) to create the bibliography from
• Click on Create Bibliography
• You now have the option of saving or downloading
  the MS Word document

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Refworks Help Lines

• Refworks Tutorial http//refworks.scholarsportal.
  info/tutorial/
• Refworks Online Tutorials/Webinars
  http//library.ucalgary.ca/services/refworks/takea
  classonlinetutorials.php
• 2-hour in-depth Refworks sessions will be held at
  the MacKimmie Library Information Commons
  (Classroom B) on Tuesday, November 6, 2007 (300
  p.m.-500 p.m.), and Wednesday, November 7, 2007
  (400 p.m.-600 p.m.). Registration is FREE on a
  first come, first serve basis.

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Session Evaluation

• Whenever you have a moment, I would appreciate if
  you could please take a few moments to answer the
  following evaluation survey. I value your
  feedback, as it will help me with future
  instruction sessions.
• To access the survey please go to
• https//www.getfast.ca/students/index.cfm?Randomc
  ourse87474788
• Password MDSC402

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The End

• This concludes todays session. If you have any
  further questions about Refworks, please do not
  hesitate to contact me. Thank you!
• Marcus Vaska
• E-mail mmvaska_at_ucalgary.ca
• Phone [phone]