CoMPaIR Team: Library Information Session

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CoMPaIR Team Library Information Session

• e-Research Made Easy
• Session Presenter Marcus Vaska
• May 9, 2008

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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 Personal Accounts in Research Databases
• RefWorks
• 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
• Sharing Folders with RefShare
• RefGrab-It
• Write-N-Cite
• Creating a Bibliography
• RefWorks Tips

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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 graduate student/faculty member
  (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. CoMPaIR) 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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Creating Personal Accounts in Research Databases

• Medline
• Personal Account?Create a New Personal Account
• Perform search in Medline
• Click on Save Search History tab in Search
  History box
• Input name of search, comments (i.e. search
  strategy), and leave type as Permanent (default)
• Confirmation message appears that search has been
  successfully saved
• To retrieve the saved search, click on the Saved
  Searches/Alerts link
• Locate desired saved search. The search can be
  renamed, edited, displayed, or jumpstarted
  (transferred via e-mail)

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Creating Personal Accounts in Research Databases

• PubMed
• Register for a My NCBI account
• Perform search in PubMed
• Click on the History tab
• Click on the desired search string and select
  Save in My NCBI from the drop-down menu
• Input name of search and set up the new search
  results e-mail feature
• Click OK
• To retrieve the saved search, click on the
  Details
• Locate desired saved search. The search can be
  edited, displayed, or e-mailed

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Creating Personal Accounts in Research Databases

• Web of Science
• Click on the Sign In Link?Register
• Perform search in Web of Science
• Click on the Search History tab
• Select the desired search string and click on the
  Save History/Create Alert Tab
• Input history name, description, and e-mail
  address for e-mail alert feature, if desired
• Choose to either save the search to the Web of
  Science server or to a local drive
• To retrieve the saved search, click on Open Saved
  History
• Locate desired saved search. The search can be
  displayed, re-run, or e-mailed

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

• Networks and models in primary healthcare and
  their impact on interprofessional relationships
• Key Words primary health care,
  interprofessional relations, community networks,
  networks, models

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

• Knowledge exchange, knowledge transfer, or
  dissemination in primary health care (networks or
  models)
• Key Words primary health care, information
  dissemination, dissemination, knowledge exchange,
  knowledge transfer networks, models

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Saving Your Sources via Direct Export (OVID) Into
RefWorks

• 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 (OVID) Into
RefWorks

• 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
• Click on View Last Imported Folder
• Select all in list, and choose CoMPaIR from
  drop-down folder. Click on OK, and you will soon
  receive a confirmation message that the files
  have been successfully moved to the CoMPaIR
  folder

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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-PubMed Step 1

• 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. CoMPaIR) 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

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Importing Sources Into RefWorks-PubMed Step 2

• Click Import
• 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
  CoMPaIR folder
• Click on View Last Imported Folder
• Select all in list, and choose CoMPaIRfrom
  drop-down folder. Click on OK, and you will soon
  receive a confirmation message that the files
  have been successfully moved to the CoMPaIR
  folder.

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Saving Your Sources-Web of Science

• In the Search Results screen, select the records
  that you wish to output (step 1), choose Full
  Record (step 2), select Save to Other Reference
  Software (step 3) and click on the Save tab
  (records cannot be directly exported into
  RefWorks)
• Just as in PubMed, the option appears to save the
  records as a text file.

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Importing Sources Into RefWorks-Web of Science
Step 1

• 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. CoMPaIR) 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-Web of Science
Step 2

• 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
  CoMPaIR folder
• Click on View Last Imported Folder
• Select all in list, and choose CoMPaIR from
  drop-down folder. Click on OK, and you will soon
  receive a confirmation message that the files
  have been successfully moved to the CoMPaIR
  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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RefShare

• Share folders with other RefWorks users
• Folders?Share Folders
• In the Shared Folder Options screen, make changes
  and click on Save.
• Once all changes have been saved, click on the
  E-mail URL tab
• In the Send E-mail screen, fill-in the recipients
  e-mail address, and click on Send E-mail

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RefGrab-It

• Captures bibliographic information from web
  pages, which can then be imported into a RefWorks
  account
• To install RefGrab-It Tools?RefGrab-It (you will
  be required to download a small plug-in, similar
  to Write-N-Cite
• Once RefGrab-It is installed, locate the desired
  web-page, click on the RefGrab-It button in the
  toolbar (or locate in bookmarks), and
  bibliographic information from the web-page can
  be imported into RefWorks, and subsequently
  transferred into a folder

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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-CoMPaIR (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. CoMPaIR) 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 Tips

• While a version for Mac exists, RefWorks is
  primarily a windows-based product
• Limit of 1000 references per account
• Create folder(s) before starting a search
• Select bibliographic style before creating a
  reference list/bibliography
• Ensure that the correct version of Write-N-Cite
  has been downloaded (Vista users with Microsoft
  World 2007 must download and install Write-N-Cite
  III.

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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.

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The End

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