How

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How to guide for

• Step by Step instructions to get you on your way
  to managing your references.

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• 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 a bibliography 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.)

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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)
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Logging in/Creating an Account

• 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

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

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Navigating RefWorks
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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

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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

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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

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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
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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.

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You can find all the different tutorials here as
well as links to email the RefWorks administrator
and RefWorks itself.
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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/staff number and PIN to gain access to
  the databases.

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

• Click on EbscoHost Web
• Then choose your databases, I will only choose
  Academic Search Premier

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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.
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Getting References into RefWorks
Click on Export to export the references youve
marked
In the next window, tick Direct Export to
RefWorks and then on Save.
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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
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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.

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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.
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Organising References
You can now select your references from the Last
Imported Folder and Put them in your new folder
(marked in red) Once youve done that they will
be copied to the new folder, and you can delete
them from the Last Imported Folder
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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
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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
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Adding a reference manually
Click on References and then Add New Reference
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Adding a reference manually
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Adding a reference manually
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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.
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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
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Adding a reference with RefGrab-It
This is the information RefWorks was able to find
on the page
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Adding a reference with RefGrab-It
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Using RSS Feeds
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Using RSS Feeds
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Searching Online Catalogues/Databases
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Searching Online Catalogues/Databases
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Searching Online Catalogues/Databases
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Create a bibliography using Write-N-Cite
To use RefWorks in writing your research, click
on tools and then on Write-N-Cite.
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Create a bibliography using Write-N-Cite
Follow the instructions for installation
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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.
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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.
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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
.
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Getting your reference into Word and writing your
research
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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.
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Getting your reference into Word and writing your
research
Once youve clicked on cite, RefWorks will place
the citation into your Word document
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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
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Getting your reference into Word and writing your
research
Type in the page number, choose your citation
style and click on Save to Word
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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 youve added the
bibliography) the citation formatting will change.
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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
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Creating your bibliography
Choose your citation style from the list.
Then click on Create bibliography
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Getting your reference into Word and writing your
research
You will be asked to choose an Output Style i.e.
in what reference format should your bibliography
be. Choose one from the list and click on Create
Bibliography
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Creating your bibliography
All the citations have been changed and your
bibliography created.
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Remember that you are still responsible for the
final editing and cleanup of your references.
RefWorks saves you time, but does not do
spell-checking or editing of any of the
references imported from the databases, manually
or from feeds.
your references clean
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Thank you!
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