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Citation Management Software: RefWorks Josh Wilson Physical and Mathematical Sciences Reference Librarian North Carolina State University Libraries Online.

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Presentation on theme: "Citation Management Software: RefWorks Josh Wilson Physical and Mathematical Sciences Reference Librarian North Carolina State University Libraries Online."— Presentation transcript:

1 Citation Management Software: RefWorks Josh Wilson Physical and Mathematical Sciences Reference Librarian North Carolina State University Libraries Online guide:

2 Keeping track of all of your research ► How do you save all your research work? ► Bookmarking webpages is unstable, no easy way to organize ► Large Word or Excel files ► Notecards are great until one day you leave them on the bus… ► “Citation management software”  Saves all references from most databases in ONE place

3 How Citation Managers Work Web of Science CAB abstracts Saved citations Other databases and sources Saved citations Books from catalog Saved citations ONE PLACE -Access from anywhere - Links back to articles, saved PDFs -Organize citations into multiple folders -Create bibliographies Export:

4 Different products ► RefWorks  Free for NCSU students, internet-based, available through Libraries’ site  Library support available! ► Zotero  Free, browser-based, works with Firefox  Library support available! ► EndNote  Costs $100+, standalone software installed on your computer ► No choice is permanent! Easy to export between them if your needs change

5 Different products ► We’ll talk about RefWorks today  Easy to use and demonstrate  Stable  Free  Recommended for anyone ► If you think another product suits your work better later on, it’s easy to change

6 RefWorks account ► Let’s take a few minutes now to create a RefWorks account… ► Not related to unity ID/password  It can be, but probably shouldn’t  I’m not going to stop you

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8 It’s easy to organize all references into folders

9 How do you save things in RefWorks? In general: 1.Export citations to a file. 2.Go into RefWorks. 3. Import.

10 Exporting and importing ► Usually straightforward ► Just follow a few steps, no specialized computing skills required ► Let’s see how to do it in a couple of different databases…

11 Then from within RefWorks, import the file Just specify the database you pulled the references from

12 RefWorks exercise ► Do the first exercise on your handout to learn how to import citations manually  We’ll learn how to do it this way first, then see that some databases support direct importing ► Follow the instructions to import these citations into your RefWorks account ► Ask me if you get stuck!

13 Getting citations into RefWorks ► Exporting/importing requires slightly different steps depending on the database  But conceptually, always the same  Look for specific instructions in the RefWorks guide ► Some databases make it even easier…

14 Even easier: Some databases support direct exporting into RefWorks

15 RefWorks exercise 2 ► Follow the exercise instructions to import more citations from other databases and the library catalog  This time we’ll use direct importing  Much easier, but not always supported ► Ask if you need assistance!

16 Manual creation of references ► Not recommended, but sometimes necessary… ► Note you can also edit existing references  This is more common  Mostly it’s just good to know what kind of information is actually saved in here  You may need to edit citations manually – importing isn’t always perfect

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18 Manual EDITING of references ► Same as creation:  Not recommended, but sometimes necessary… ► Note you can also edit existing references  This is more common  Mostly it’s just good to know what kind of information is actually saved in here  You may need to edit citations manually – importing isn’t always perfect

19 Let’s revisit organizing folders… How do you move citations around?

20 Extra stuff you can do ► Find saved papers with FindText link ► Share an account  Work with a group on a research project ► Everyone can save to the same account, create a shared literature database ► Create a bibliography ► RefGrab-It ► Write-N-Cite

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22 RefWorks exercise 3 ► Follow the exercise instructions to make a bibliography

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24 RefGrab-It ► Use it to grab citations off database pages ► Also use it to save websites

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26 Write-N-Cite ► An extension for MS Word that integrates your RefWorks citations ► Add references to text as you write ► See Write-N-Cite in action: 

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29 You CAN take it with you ► Accounts are through the library, but you can export your work  Take it with you to other institutions or other software and import

30 Different products ► Another word on Zotero  Free, evolving product  Highly recommended for Firefox users  Often even easier to use that RefWorks ► EndNote?  Many loyal users, but not usually recommended for beginners

31 Getting citations into Zotero ► All citation managers work mostly the same:  Export from database, catalog, webpage, etc.  Import into citation manager ► Most modern citation managers work with nearly all databases ► Zotero has a drag & drop function that makes this even easier for most databases

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33 Saving a websiteSave several citations Save an individual citation Saving a book

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36 Organize using folders and subfolders Drag and drop imported citations – easy!

37 Zotero also saves snapshots and/or attachments, which you can annotate

38 You can also add notes and tags to citations to better organize them.

39 Creating a bibliography ► Eventually you’ll write something and need to cite all the references you’ve collected ► Zotero automatically creates bibliographies for you  Hundreds of styles available, although note that CBE/CSE is not one of them (yet)

40 Drag and drop from Zotero/Firefox into Word…

41 Or right-click selected citations to create a bibliography.

42 Getting help later ► NCSU Libraries’ guides: ► Ask-A-Librarian


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