Library Workshop: How to Use RefWorks

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Library Workshop How to Use RefWorks

• Leanne Strum, Business Librarian
• Lstrum_at_regent.edu

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What is RefWorks?
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What is RefWorks?

• RefWorks is a web-based bibliographic reference
  manager that is available to Regent faculty,
  staff, and students.
• These citations can be formatted into your
  Microsoft Word documents as footnotes or a custom
  bibliography.
• Because it is entirely web-based (i.e. the
  bibliographic records reside on the web, not on
  your computer) it gives you access to your
  bibliographies from Mac, PC or UNIX, as long as
  it's connected to the Internet.
• Access from http//www.regent.edu/lib/databases

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Accessing RefWorks
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Set Up An Account

• Access RefWorks from the library database page or
  http//www.refworks.com/refworks.
• Set-Up an Account on RefWorks.
• Remote Users Enter the Universitys group
  Code RWRegentU prior to setting up an account.
• Exercise Setup an account

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Logging In

• On-Campus Users enter your personal Login Name
  and Password
• Remote Users Enter the Universitys group
  Code RWRegentU prior to entering the personal
  Login Name and Password

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Creating Your Database
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Importing Data From Saved Files

• Online Databases
• Retrieve the results, save as a text file, click
  on Import.
• Access the menu Import Filter/Data Sourceclick
  on the source.
• Click on the Database drop down menu.
• Click on the Import Reference into menu.
• Enter result file name into Import Data from the
  following Text File.
• Click on Import.
• Exercise Import a sample of records on your
  disk into RefWorks.

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Import Data Directly From CSA

• From your IDS search results, click on Save to
  RefWorks.
• Choose whether to save all or marked records
  choose the record format click on RefWorks.
• When the import is complete, select View Last
  Imported Folder.

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Manually Entering Records

• Access your RefWorks account and click on New
  Reference.
• Enter the information in the boxes provided and
  click on Save when finished.
• Exercise Enter 5 records manually into the
  database.

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Editing Your Records
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Adding Descriptors To Records

• Globally
• Mark records
• Add Descriptor
• Add to which References choose from Selected,
  Page, or All in list
• Type in descriptor and click OK
• Editing Author, Descriptor or Periodical Names
  Globally
• Select Lookup by .
• Locate desired name and select Edit
• Type new name in the to box and click OK.

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Organizing Your Records
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Creating Folders

• Select Organize Folders.
• Click on Create New Folders.
• Enter Folder name and click on OK.
• Exercise Create a folder Demo.

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Putting Records Into Folders

• Search or retrieve records to put in a folder.
• To put records into a folder
• Click on Selected.
• Click on All in list.
• Select folder.
• References are automatically added.

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Finding Your Records
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Quick Search

• Enter search terms in the box under Quick Search
  for.
• Click on Search.
• Results are displayed search terms are
  highlighted.

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Advanced Search

• Click on Advanced Search
• Enter search terms
• Select the folder or sets of records to search.
• Click on Search
• Results are displayed with the search terms
  highlighted.

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Look Up Author / Descriptor / Periodical

• Click on Lookup by Author, Lookup by Descriptor,
  or Lookup by Periodical.
• Use the alphabetical listing to navigate.
• Results are then displayed.

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Creating Your Manuscript
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Online

• Create a paper using the RefWorks Write-n-Cite
  feature.
• Download the Write-n-Cite Program.
• Open a blank document in MS Word.
• Launch Write-n-Cite.
• Put the cursor in your Microsoft Word document
  where the reference should be inserted click
  Cite next to the reference.
• Save your document.
• Footnotes Use the MS Word footnote formatting
  feature.

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Offline

• Insert the citations into the text where you want
  to cite the reference.
• Use curly brackets followed by the Reference
  ID number followed by two closed curly brackets
  .
• Multiple separate by semicolons.
• Footnotes Use the MS Word footnote formatting
  feature, inserting the references using the steps
  described above.

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Generating Your Bibliography
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Using Write-N-Cite

• Open Write-n-Cite feature to work online.
• Access the saved MS Word document.
• Click on Bibliography.
• Select the output format.
• Click on Create Bibliography.
• A new window will open with the re-formatted MS
  Word document.
• Save your MS Word document.

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From a Reference List or Manuscript

• Access the saved MS Word document as described in
  the offline section of Creating Your
  Manuscript.
• Go to RefWorks and click on Bibliography.
• Select an output format.
• Bibliography from a manuscript
• Click on Base Bibliography on Manuscript. Enter
  the manuscript file name in File to Format by
  browsing and selecting.
• Bibliography from a Reference List
• Click on Base Bibliography on a Reference List.
• Click on Create Bibliography.
• A new window will open with the re-formatted MS
  Word document.

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Questions???
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Thank You!