Jean Phillips Schwerdtfeger Library Space Science and Engineering Center University of Wisconsin-Madison November 2005
RefWorks Basics Creating accounts and folders Adding references (manually & electronically) Sorting, editing Creating a bibliography Using Write-N-Cite Using RefShare
Creating a RefWorks Account Login to RefWorks Click on Sign Up for an Individual Account Enter required information (login & password) Click on Register
Login to RefWorks
Creating Folders Select Create New Folder from Folders drop down menu
Name Folder
View Folder List
Adding References Manually Select Add New Reference from References drop down menu Select desired folder from In Folder(s) menu Select reference type from Ref Type drop down menu Enter information: Required fields are marked with * Save
Select Style and Folder Enter Data and Save
Journal Abbreviations AMS journal abbreviations can can be found in Appendix C of their Author’s GuideAppendix C of their Author’s Guide For abbreviations not listed in Appendix C, see Chemical Abstracts Core Journals which serves as the standard referenceChemical Abstracts Core Journals
View Folder Contents
Moving Citations from CSA Databases into RefWorks Includes MGA, Aerospace Database, NTIS, Oceanic Abstracts, Conference Papers Index See Research Databases at Perform search and select citations to save Click the Save to RefWorks button Make sure the radio button is selected for your Marked Records Select desired format for records from Show drop down menu Click on Save to RefWorks
In RefWorks Login to RefWorks Citations will automatically be imported into the Last Imported Folder View records and save to folder of choice Once records are transferred, delete records from Last Imported Folder by selecting “all in list” and then, Remove From Folder
Perform Search in MGA
Mark or Select All Records and Export to RefWorks (Only records for Published Works will be processed)
Records Imported to Last Imported Folder
View Last Imported Folder and Put in Folder: urban heat island(2)
Moving Citations from Web of Science into RefWorks Mark records Submit Marks and click on Marked List At Step 1 select desired fields At Step 2 select Field Tagged from drop down menu Click on Save to File and then Save Identify disk drive and filename plus the extension.txt (plain text) in the File Name Box Click on Save
Search, Mark Records, Submit Marks
Select Fields to Export and Save to File as “Field Tagged”
File Saved to desktop as savedrecs.txt
In RefWorks Login to RefWorks Click on References and Import Select ISI (Institute for Scientific Information) from Import Filter/Data Source drop down menu Select Web of Science from the Database drop-down menu At the Import Data from the following Text File box click on the Browse button to select the file name of your saved records. Click on Import. Citations will be imported into the Last Imported Folder. View records or move to folder of your choice.
Select Import Filter/Data Source, Database, Folder and File
Records Imported to Last Imported Folder
View Last Imported Folder
Move “All in List” to Correct Folder and Remove Records from Last Imported Folder
View “urban heat island(2)” Folder 202 records
Records Retain Links provides link to full-text journals where the campus has a license, otherwise, links to MadCat search for location
Sorting References Select View from Folders drop down menu to select desired folder Select desired sort field from Sort By drop down menu at right of screen
View Folder and Sort By
Global Editing Click on Global Edit at top of screen Click on radio button next to your choice at References to Edit: Select field to edit from Field to Edit drop down menu Type word or phrase in Change Field to: box Click in desired radio button If Field Already Contains Data Click on OK
Global Edit
Review Changes: urban heat island added to Descriptor Field
Caution! Delete: Deletes selected, page or all in list from entire database (all folders) Remove from Folder: Removes selected, page or all in list from current folder
Searching RefWorks Browse references by Author, Descriptor or Periodical using Lookup function Click on desired author, descriptor or periodical References associated with that author, descriptor or periodical will be displayed
Browse by Author
Search Using Search RefWorks Enter a single term or phrase in Searches entire database
Search Using Advanced Search Select Advanced Search from Search drop down menu Enter terms in desired field(s) Connect multiple search boxes with And, Or, or Not Search all references or specific folder(s) Search
Advanced Search
Search Results: 2004, by Author
Create Bibliographies Click on Bibliography Select style from Output Format menu Select Format Bibliography from a List of References Select format from the File Type to Create drop down menu All References or References From: click on desired folder from drop down menu Click Create Bibliography
Format Bibliography
Download Bibliography and Save to Disk
Open Bibliography in Word
Using Write-N-Cite Under Tools menu, select Write-N-Cite to download plug- in Save to desired location Close RefWorks Find the RefWorks plug-in (wncinstall.exe) and click to start installation You’ll be prompted to restart your computer After the computer restarts, open Word and you should see the red Write-N-Cite button on the tools bar
Install Plug-In for Windows or Mac
Adding References to a Paper with Write-N-Cite Open Word To insert a reference, click on Write-N-Cite and a new window will open Login to RefWorks Select desired folder from View Folder menu Click in Word where you wish to place the reference Click on Cite to the left of the desired record in RefWorks
A temporary reference will appear within curly brackets {{ }} in Word Add as many references as needed Save this document – this is your master from which you’ll create a final version. Click on Bibliography from Write-N-Cite window Select Output Format style from drop down menu Click on Create Bibliography A new Word doc will be created with ‘Final’ in front of the name you previously assigned. Includes bibliography and in-text citations
Select Folder in Write-N-Cite Select ‘Cite’
Create Document in Word and Save as.doc
Select Bibliography within Write-N-Cite, Select Ouput Style
Create Bibliography
Open ‘Final’ Version
How to Share RefWorks Citations Create separate group account Allow read-only access to your account Export RefWorks citations to another RefWorks user Publish a link to your RefWorks account/folder using RefShare
Create Separate Account Create a group account with a group name, e.g. Library Research Group Tell group members the login and password from RefWorks will go to the person who established the account Members can notes, commentary, new records
Read-Only Access of Your Account Login to RefWorks Under Tools, click Update User Info Enter a Read-only Password (must be different from your original password)
Read-only Password
Export RefWorks Citations From References drop-down menu, select Export Choose all references or specific folder
Export Formats Bibliographic Software: Saved in tagged format for importing into another bibliographic management tool such as ProCite, EndNote, Reference Manager BibTeX – Ref ID: Saved for use with LaTeX document preparation system Citation List: Creates list for use when writing offline RefWorks Tagged Format: Similar to bib software tagged format, but in RefWorks layout. Use for sharing data with other RefWorks users Tab Delimited: Saved with each field separated by a tab XML: Used to create export file in XML format
Publish Link to Account/Folder with RefShare From Folders or Tools menu, select Share Folders or Share References Click on appropriate Share Folder or Share Entire Database button, opening Shared Folder Options page containing URL for your shared folder/database. URL to recipients Set permission options
Shared Folder/Permission Options
AMS Style Why are there discrepancies in journal abbreviations to begin with? Changing records to conform to AMS style (or any style) Under Search drop down menu, look up by periodical title: JGR Click on journal title Select Global Edit to add correct journal abbreviation
Lookup Periodical Title and Select Title to Edit
Periodical Title: Global Edit
Periodical Title Abbreviated in all Selected Records
Recap RefWorks always opens to All References; take care when deleting refs Editing output styles and creating new filters Peculiarities with AMS output style Restoring and backing up databases Linux users: 1)Use Netscape or Mozilla 2)Write-N-Cite will not work, but use One Line/Cite View to format papers RefShare for sharing databases Directions for moving citations from online databases other than CSA and ISI: Find this presentation at: