1. Lingnan University Library Sep 2010
LIB 170 Using RefWorks
Lingnan University Library
Sep 2010

2. Outline Introduction: Academic Writings and Citation Styles
What is RefWorks?
Create a RefWorks Account
Adding Data to Refworks
Organize records into Folder
Create a Bibliography: Reference List by Bibliography

3. Academic Writings and Citation Styles
In academic writing, whenever we use someone else’s works, ideas, theory, quotes, methods, data, etc. we must cite the original source
Citation styles are the rules that govern on how we format these citations
There are many different citation styles set up by different academic bodies or publishers. The most commonly used ones include the APA style, MLA style and the Chicago style

4. Examples of Different Citation Styles
APA Style Sample
Chen, L.H. (2007). Choosing Canadian graduate schools from afar: East Asian students’ perspectives. Higher Education, 54(5),
MLA Style Sample
Chen, Liang-Hsuan. "Choosing Canadian graduate schools from afar: East Asian students’ perspectives." Higher Education 54.5 (2007):
Citation Builder

5. What is RefWorks? Create a personal database online
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
RefWorks -- an online research management, writing and collaboration tool -- is designed to help researchers easily gather, manage, store and share all types of information, as well as generate citations and bibliographies.
Use it anytime, anywhere, any devices where there is internet access.

6. First Time User: Create Your RefWorks Account
Library Home Page  E-Resources  RefWorks Icon ( )
Click Signup for an Individual Account on the Left Panel
Fill in required information – Must use Lingnan address

7. Create an Account On-site register for a RefWorks account

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

9. 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

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

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

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

13. 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.

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

15. 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

16. Direct Export -- ProQuest
At the Search Results in ProQuest, select which citations to keep by marking the check boxes
Click Export
Choose Export directly to RefWorks
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.
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”
Then click “View Last Imported Folder” and select “Global Edit”
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

17. Direct Export -- ProQuest
Select references and then select Export

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

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

20. Major E-Resources with Import Filters (Copy-and-Paste)
Emerald
Wiley InterScience
Global Books In Print
Ingenta
中國期刊網

21. Import by Copy-and-Paste -- Emerald (1)
At the Results List, mark the Check Boxes and Click Go button to add to the marked list
Select Marked List in Emerald and Choose Download (ASCII)
Select All (Ctrl-A); Copy to Clipboard (Ctrl-C)
Now, switch to the RefWorks Window (or open a new window and login to RefWorks)
Select References  Import
Select Emerald for Import Filter/Source option and All Databases for Database option

22. Import by Copy-and-Paste -- Emerald (2)
Paste (Ctrl-V) Clipboard contents to the Input Area called Import Data from the following text and Click the Import button
Under “Globally Edit Fields for Imported References”, use Emerald as the name of the database and enter today’s date and then click “Edit Field”
Click “View Last Imported Folder” and select “Global Edit” to change the Source Type to Electronic (follow the last steps in the LexisNexis session above);

23. Import by Copy-and-Paste -- Emerald

24. Import by Copy-and-Paste -- Emerald

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

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

27. Import by Copy-and-Paste -- Multiple Records from Library Catalogue

28. Import by Copy-and-Paste -- Multiple Records from Library Catalogue

29. 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:

30. Add Web Pages to RefWorks -- RefGrab-it (2)
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

31. 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.

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

33. 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

34. Create a Folder

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

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

37. Creating a Bibliography
There are two options to create a bibliography
Simply create a bibliography from selected records directly within RefWorks
Use Write-N-Cite to create in-text citations

38. Create a Bibliography from Selected Records Directly within RefWorks
Select Bibliography
Select desired style from the Output Style drop-down menu
Click the radio button of Format a Bibliography from a List of References
Select desired format from the File Type to Create drop-down menu.
Click the radio button next to All References or References From: and select the desired folder from the drop-down menu
Click Create Bibliography
NOTE: if the bibliography does not pop up in a new window, read the instructions. Look for and click the link called Download it

39. Select Bibliography from the toolbar.
Create a Bibliography 1
Select Bibliography from the toolbar.

40. Create a Bibliography 2
Choose Output Style

41. Create a Bibliography 3
Select File Type

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

43. Create a Bibliography 5
View Bibliography

44. Create In-Text Citations -- Write-N-Cite (1)
Follow the link in LU RefWorks Login Center or the Link below to Download Write-N-Cite Software
Additional Information at RefWorks Tutorials

45. Create In-Text Citations -- Write-N-Cite (2)
E.g. Add a Citation Here

46. Create In-Text Citations -- Write-N-Cite (3)
Place cursor at insert point in Word document; Find the Citation from RefWorks and Click Cite

47. Create In-Text Citations -- Write-N-Cite (4)
When Finished, Click the Bibliography Link of Write-N-Cite; Select Output Style and Click Create Bibliography

48. Write-N-Cite: Create Bibliography and In-Text Citations

49. Helps and Tutorials Information Desk:
Information Desk:

50. Q & A
Thanks