LINGNAN UNIVERSITY LIBRARY SEP 2010 LCE102 Library Workshop: Using RefWorks 1

Outline 1. What is RefWorks? 2. Create a RefWorks Account 3. Adding Data to Refworks 4. Organize Records into Folder 5. Create a Bibliography: Reference List by Bibliography 2

What is RefWorks? In short, RefWorks is a web-based software that helps you organize your citations and prepare your reference list / bibliography:  Create a personal database online  Import citations automatically from Library catalogues, online databases or web pages you find on the Internet  Organize and manage references  Generate in-text citation, bibliography or reference list in the citation style of your choice, including APA, MLA, Harvard, Chicago style and more Use it anytime, anywhere, any devices where there is internet access. 3

First Time User: Create Your RefWorks Account 1. Library Home Page  E-Resources  RefWorks Icon ( bin/luaccess?dbname=refworks )RefWorks Iconhttp:// bin/luaccess?dbname=refworks 2. Click Signup for an Individual Account on the Left Panel 3. Fill in required information – Must use Lingnan address 4

Create an Account On-site register for a RefWorks account 5

6 Group Code Accessing RefWorks from off- campus. Group Code is needed

Adding Data to RefWorks Direct Export from Library Catalogue or online databases Import Filter (Copy–and–Paste) RefGrab-it Adding Web pages Create Records Manually 7

Direct Export -- Library Catalogue Use the Export to RefWorks button at the full display of a library record: 8

Major E-Resources with Direct Export Function ProQuest Ebscohost Emerald JSTOR CSA (AgeLine, PsycInfo, Sociological Abstracts, ERIC, LLBA, MLA, Philosopher’s Index, PsycARTICLES, etc.) LexisNexis Academic ScienceDirect Google Scholar 9

Direct Export -- LexisNexis (1) At the result list or article display screen in LexisNexis Academic, look for the icon for Direct Export to RefWorks 10

Direct Export -- LexisNexis (2) If you have already logged in to RefWorks, the results from LexisNexis Academic will be immediately transferred to RefWorks, otherwise, you will be asked to log in. After import is completed, enter LexisNexis Academic as Database and today’s date under Retrieved Date; then click Edit Fields. 11

Direct Export – LexisNexis (3) (Global Edit) Now click View Last Imported Folder and select Global Edit 12

Direct Export – LexisNexis (4) (Global Edit) Select Source Type under Field to Add Data. Then choose All in List, set Change Field To as Electronic and click Add 13

Direct Export -- ProQuest 1. At the Search Results in ProQuest, select which citations to keep by marking the check boxes 2. Click Export 3. Choose Export directly to RefWorks 4. If you have already logged into RefWorks, the selected ProQuest records will be imported to RefWorks immediately; if you haven’t logged in, you will be asked to login first. 5. Under “Globally Edit Fields for Imported References”, add the name of the database (e.g. ABI/Inform or Academic Research Library) and also today’s date (for APA Style, enter month, date and year: e.g. 9/28/2008) and then click “Edit Fields” 6. Then click “View Last Imported Folder” and select “Global Edit” 7. If you are using online full text, then change the Source Type to electronic (follow the last steps in the LexisNexis session above); if you need to get the full text from print copy, there is no need to change the Source Type 14

Direct Export -- ProQuest Select references and then select Export 15

Direct Export -- ProQuest If not already logged in, you will be prompted to do so before exporting citations into your RefWorks database Click Export directly to RefWorks 16

Direct Export -- ProQuest Export References to RefWorks Each asterisk represents each reference exported. 17

Major E-Resources with Import Filters (Copy-and-Paste) Global Books In Print Grove Art Online Grove Music Online Oxford Music Online Ingenta 中國期刊網 18

Import by Copy-and-Paste -- Multiple Records from Library Catalogue (1) 1. Search Library Catalogue by keywords / subject / author / title, etc. 2. Save multiple records on results list or Mark individual records on single record display 3. Click Marked List button to view previously saved / marked records. 4. Choose MARC Format and Output to Screen 5. Click Submit button 6. Ctrl-A to select all; Ctrl-C to copy to clipboard 19

Import by Copy-and-Paste -- Multiple Records from Library Catalogue (2) 6. Now Switch to the RefWorks Session (or open a new window and login to RefWorks) 7. Select References  Import 8. Select Import Filter/Data Source = MARC Format 9. Select Database = All MARC Formats 10. Select Import Data from the following text and paste (Ctrl-V) the clipboard contents to the input area below 11. Click Import 20

Import by Copy-and-Paste -- Multiple Records from Library Catalogue 21

Import by Copy-and-Paste -- Multiple Records from Library Catalogue 22

Add Web Pages to RefWorks -- RefGrab-it (1) RefGrab-it is a plug-in to be installed to your web browser. It helps to gather web page information to RefWorks. It’s available under Tools after you login to RefWorks Installation and instructions:   It_to_Capture_Web_Page_Data.htm It_to_Capture_Web_Page_Data.htm 23

1. Download RefGrab-It within RefWorks under the Tools pull-down menu. 2. Right click on RefGrab- It to bookmark link. 3. Select Add to Favorites Add Web Pages to RefWorks -- RefGrab-it (2) 24

Add Web Pages to RefWorks -- RefGrab-it (3) A hot-link appears after the RefGrab-it link is installed. To cite a particular web page, first open it in the web browser and then click the RefGrab-it button. A separate window will pop up. Click the Import button to transfer the information to RefWorks. 25

Create Records Manually 1. At RefWorks Menu  References  Add New Reference 2. Choose the desired output format in View fields used by (e.g. APA style) 3. Choose Ref Type (e.g. Web Page, Journal, Book, etc) 4. Type in the citation information and click “Save Reference” 5. Click on the Green check mark next to the field names to view the meaning of the fields and required input format 26

Organize Records into Folders The Folders option is located at the menu bar below the Refworks Logo at the upper left screen Under Folders, create your new Folder View All References or Last Imported Folders; Select the records you want and use the Put in Folder option to store the selected records in the desired folder 27

Create a Folder 28

Create a Folder You can create a number of different folders to organize your references 29

Create a Folder A folder icon will be shown to notate which folder each reference is located in. 30

Create a Bibliography 1. Select Bibliography 2. Select desired style from the Output Style drop-down menu 3. Click the radio button of Format a Bibliography from a List of References 4. Select desired format from the File Type to Create drop- down menu. 5. Click the radio button next to All References or References From: and select the desired folder from the drop-down menu 6. Click Create Bibliography 7. NOTE: if the bibliography does not pop up in a new window, read the instructions. Look for and click the link called Download it 31

Create a Bibliography Select Bibliography from the toolbar. 1 32

Create a Bibliography Choose Output Style 2 33

Create a Bibliography Select File Type 3 34

Create a Bibliography Select Folder and Create Bibliography 4 Select file type to create, Then select references to include Finally, click the ‘Create Bibliography’ button Select file type to create, Then select references to include Finally, click the ‘Create Bibliography’ button 35

Create a Bibliography View Bibliography 5 36

Helps and Tutorials Information Desk:   37

Q & A Thanks 38