Indispensable tools for research at its best RefWorks 2.0 fundamental Alan Tang

- 2 - Agenda Access and sign-up an account with RefWorks Navigating around RefWorks Adding References in different ways Exporting specific references Search references Organizing References with Folders RefShare / attachments Cite and Create Bibliographies How can I learn more

- 3 - Access RefWorks RefWorks 2.0

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- 5 - The name of your institute should show up here

- 6 - Login with UN/PW In the Campus Enter Group Code Remote access RefWorks login Indentify yourself by typing in your user name and password

- 7 - RefWorks sign-up an account 1. Click Sign up for a new Account to create a RefWorks personal account 2. Fill in the form and click Create Account 1. Click Sign up for a new Account to create a RefWorks personal account 2. Fill in the form and click Create Account

- 8 - After you create your account, you will see a page like this – an empty database containing no references From the menus here, you can access many of the features in Refworks You will see your references here, This is a new database, so right now this area is empty Tools here helps you to organizes your references and folders There is always a search box here to search within your RefWorks database

- 9 - The navigation string shows you where you are in your RefWorks database This is a collapsible sidebar which offers Folders information and Quick Access to some features.. Links at the top, you can change the language of interface, update your profile, Customize your preferences, Log out etc.

Adding references Direct Import Text file Searching Online Catalogs Manual

Direct import Library catalog of CGST EBSCO Example:

culture 中神圖書館目錄 – IPAC2.0

In case you hasn’t login RefWorks yet

If you already logged in RefWorks Click “view Last Imported Folder ” to view references you imported just now

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 Select records and add to folder Direct import from EBSCO

Click

Select results to export

Click

Select “Direct Export to Refworks” Click to export

Click “view Last Imported Folder ” to view references you imported just now

Click the magnifier icon to view the full reference

Click “view Last Imported Folder ” to view references you imported just now

Import from text file OCLC First Search Example:

 勾選所要匯出到 RefWorks 的記錄  按 匯出

 勾選匯出至文字檔  按 儲 存成文字檔

Adding References By searching online catalogs

By Searching Online Catalog Go the Select menu and select Online Catalog or Database

By Searching Online Catalog

By Searching Online Catalog

By Searching Online Catalog Select References to import to Refworks and click Import button down at the bottom

Adding References Manual entry

Adding New References Manually Click References > Add New or New Reference button

Adding new References manually

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Exporting References Export your references in different formats

Exporting references

Exporting References 1. Select folder of references and format to export 2/ Click Export button to export in text file.

Search References Search your References Stored in RefWorks

Search References

Advanced Search

Advanced Search keyword

Advance search

Organizing References with Folders Create new folder Moving references between folders

Creating New Folder When you import references they are added to the Last Imported Folder. You may want to create folders to group references by subject, project or any other purpose.

Creating New Folder Click New folder 1 1 Fill-in new folder name and click Create button 2 2 Test 123

Moving References between Folders Under References to Use, select which reference you want to add to the new folder.

Moving References between Folders These references new show the new folder name here You can click the tab to list all your folders

Organizing References with Folders You can jump to any folder by clicking on its name You can also click this icon to update your folder

Share Folders You can also click this icon to setup share folder

Upload attachments Adding attachments to a reference

Upload attachments Just like adding attachments to your , RefWorks allow user to add unlimited number of attachments to your references. Support Format of attachment including: · BMP, TIFF, JPEG, PNG, GIF, PDF · Microsoft® office files · Equation · Chemical structure · Technical drawing · and more……..

Upload Attachments Click Edit icon of the reference 1 1 Click “Browse” to select file 2 2 Click Add attachment button to upload 3 3 Click EDIT icon to begin edit mode

Unlimited number of attachments(no more than 20 MB each) in one single reference

Cite and Create Bibliographies Format a Bibliography from a List of References Format Paper and Bibliography (using Write-N-Cite)

Format a Bibliography from a List of References

The new Write-N-Cite Using New Write-N-Cite with MS Word

The new Write-N-Cite Integrates into MS Word ribbon Seamless online and offline experience Ability to share across platforms (PC and Mac) Inserts fully formatted citations, footnotes and bibliography – no more citation placeholders! For advanced needs - optional bibliography formatting modifications can be made within WNC (changing line spacing of a style, modifying indent and more)

Compatibility The new Write-N-Cite for Windows is compatible with: - MS Word 2007 and Windows XP, Vista and Windows 7 The new Write-N-Cite for Mac is compatible with: - MS Word 2008 and Mac OS X WNC for MAC has the same features and functions as WNC for Windows and documents may be shared across platforms.

Installation of the new Write-N-Cite

WNC can be found in Word toolbar Click on RefWorks to launch the new Write-N-Cite

Logging in You log in to your RefWorks account the first time, however, you don’t need to log out, unless you are on a public computer. Remaining logged in speeds up your work and enables you to go offline at any time.

Logging In You enter your group code, user name and password to log in, OR you can get a WNC login code from the WNC Installation page within your RefWorks account. The login code is unique to each account and only valid for 4 hours (you only need the code once, unless you log out and then you will need a new code from the installation page).

Syncing your database After you log in the first time, Write-N-Cite will automatically “sync” with your RefWorks account. This may take a few minutes. It is downloading your references and preferred output styles. Each time you open a document in Word (and are accessing the Internet), Write-N-Cite will automatically check your RefWorks account and download any newly added references or changes to your Output Style Manager. The red progress bar at the bottom of the document shows the database is syncing.

Picking your output style Before you start writing, you may want pick your output style. Click on “Style” and select one of our “popular styles” or one of your “favorites” that you’ve added via the Output Style Manager.

Inserting citations Click “Insert Citation” to launch the insert/edit box.

Insert/Edit Citation Box You can access references by folders or view all references (which you can sort by author, year or title). You can access references by folders or view all references (which you can sort by author, year or title).

Insert/Edit Citations box You can also search using the search box, which will search every field….

Viewing your references Mouse-over a reference to see the full title….

Viewing your references Right click to view the full reference (excluding file attachments)

Inserting a citation When you select a reference, You will see a preview of the formatted citation and it will also display at the bottom should you want to re-order how the references are displayed in-text.

Inserting a citation Your citation is inserted into your paper fully formatted in the output style you selected…

Inserting a bibliography You can insert your bibliography anywhere in your paper and watch your bibliography format while you write.

Editing citations Preview the citation before inserting it into your paper. You can even edit the citation – adding information to it or hiding it altogether. Preview the citation before inserting it into your paper. You can even edit the citation – adding information to it or hiding it altogether.

Footnotes You can easily turn any citation into a footnote. Just mark the “Make Footnote” option. You will see a preview of the footnote in the citation preview box. You can easily turn any citation into a footnote. Just mark the “Make Footnote” option. You will see a preview of the footnote in the citation preview box.

Formatted Footnote

Editing citations Right mouse-click or double click on a selected citation to edit it.

Editing citations To insert multiple references in one citation, you need to double- click on each one in the folder or reference view. To insert multiple references in one citation, you need to double- click on each one in the folder or reference view.

Converting old documents Write-N-Cite III documents should automatically convert when you launch the document with the new Write-N-Cite, however, there is also an option to convert an old document or remove field codes stored in Word. Write-N-Cite III documents should automatically convert when you launch the document with the new Write-N-Cite, however, there is also an option to convert an old document or remove field codes stored in Word.

Extras In addition to the citation and bibliography area of the new Write-N-Cite Toolbar, there is a section called “Extras” where you can: -Sync your database -Remove field codes -Open your RefWorks account In addition to the citation and bibliography area of the new Write-N-Cite Toolbar, there is a section called “Extras” where you can: -Sync your database -Remove field codes -Open your RefWorks account

How can I learn more?

RefWorks Webinars

Tutorials

Help Database

Screencasts at YouTube

LibGuides - Refworks