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RefWorks for Historians Shona McLean

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1 RefWorks for Historians Shona McLean

2 Aims of this session To enable you to:  Use the basic features of RefWorks;  Import references from different sources;  Manage your database of references;  Create a bibliography/reference list.

3 RefWorks… ois a free personal online database that allows you to manage all your research and to generate a bibliography in the format you need. o enables you to: Import references from many sources Organize your references Include citations while you write your paper Create a bibliography in a variety of citation formats, and in different document formats (Word, RTF, HTML, etc.)

4 Access Access your personal account from any computer connected to the web. Free access for Oxford University members, and Alumni. Outside Oxford network, log in via group code- see

5 Getting started: setting up an account Go to Click on Sign up for a New Account Fill in the form Click on Register

6 Options for importing references: Enter references manually Export data from “Direct Export Partners” e.g. SOLO, OxLIP+, SCOPUS, CSA Search for data from within RefWorks e.g. OLIS, PubMed Import data from databases using saved files – usually in plain text format with tagged fields

7 Adding new reference manually Click References | Add a reference. Check you are happy with the choice in the Fields used by box. Enter details in fields marked with. Use see detail for help in choosing what to enter. Save reference or Save & add new to continue adding more references.

8 Direct export from SOLO Login to SOLO using your Single Sign On. Search SOLO and mark some results by clicking the star next to the item. Access your E-shelf for a list all of the records you have marked. Select the ones you want to use. From the drop-down menu, choose Push to RefWorks and click Go to export directly to RefWorks.

9 Creating Folders in RefWorks Click Folders and select Create New Folder. Enter a name in New Folder Name and click OK. Go back to View – Last Imported Folder and select some references. Choose a folder from the Put in Folder list to save your selected references to that folder. To find and remove any duplicates choose View – Duplicates and follow the instructions.

10 Direct export from OxLIP+ Go to and do a Cross- Search. Select the articles you want to save and then click on My Research. If you are not already logged in, click on the top right hand option to login, using your Single Sign-On login. Again, select all the items you would like to export to RefWorks and click on Selected. Click Save and then under Record format, select the option for RefWorks.

11 Direct export from Cambridge Scientific Abstracts Conduct your search. Select the records you want to export and click the icon Click The references are automatically exported to RefWorks. (Make sure you are not already logged into RefWorks before you export) Your records should appear in the Last Imported Folder. Check them for accuracy at this point.

12 What to do when direct export is not possible - e.g. BBIH

13 1. Saving results from BBIH Search Bibliography of British & Irish History Select the items you want to save At the top of the page click on Export step 1, change file name if preferred step 2, select download as method of export step 3, select “.txt – RefWorks tagged format” click on export, then save file to computer.

14 2. Importing to RefWorks Log in to RefWorks. Select References/Import from the toolbar. Select the data source (RefWorks Tagged Format) and database (Tagged Format). Browse for the text file you saved Click Import. Your records should appear in the Last Imported Folder.

15 About import filters To see a list of Direct Export partners choose: References – Import – List of Filters and Databases - Direct Export Partners For instructions relevant to most databases look at: References – Import – Import instructions

16 Importing from Google Scholar From Google Scholar search page click on Preferences link at side of search box Scroll down to Bibliography manager settings Select to “Show links to import citations into” – choose RefWorks from the dropdown menu Save preferences Search results should now offer the option to import to RefWorks- note: this has to be done individually as there is no “mark records” option.

17 Exercises: Set-up an account on RefWorks Search SOLO and export some records into RefWorks Create a folder for your references Search one of the databases shown (OxLIP+, CSA, BBIH or Google Scholar) and save some results to RefWorks

18 Formatting citations in your paper with Write-N-Cite Write-N-Cite is a tool which you download into your word processing software. It makes placing references into your paper easy. You need to download the Write-N-Cite plug from RefWorks. Choose Tools – Write-N-Cite and follow the instructions.

19 Working Offline with Write-N-Cite When you first download Write-N-Cite, tick the box for offline use Offline, you can:  view your references and insert temporary citation placeholders  Format your bibliography You cannot add, edit or delete references in your RefWorks account offline


21 Adding a citation with W-N-C To add a citation at a particular point in your Word document click on the Write-N-Cite icon on the toolbar. Log into Write-N-Cite to access your RefWorks database through View – All references or View- Folder. In the Word document, place you cursor where the citation is to be inserted. From the Write-N-Cite list click on cite next to the reference you want. Save your document.

22 Formatting a bibliography with W-N-C In the Write-N-Cite window, click on Bibliography and choose your preferred style e.g. History Faculty style. Click Create Bibliography for a document with citations and a bibliography formatted to your chosen style. You can change your output style without creating a new document (N.B. don’t switch between in-text and footnote styles though) You can un-format your document by choosing Tools – Display unformatted citations.

23 Adding page numbers to citations To include page numbers in citations, use the Edit Citation in Write-N-Cite This lets you preview and edit citations Put page number(s) in specific page box for History Faculty style – e.g. p. 22 See Help sections for more information

24 Creating a standalone bibliography In RefWorks, click on Bibliography Choose an Output (reference) style e.g. Harvard Tick Format a Bibliography from a List of References Choose a File type e.g. HTML, Word Choose which references you want to include e.g. All references, My List, folder Click on create bibliography

25 Help with using RefWorks Use Help from the RefWorks menu Report any problems to Please send feedback about the History Faculty style to

26 Exercises: Create a standalone bibliography using some of your references in RefWorks Open Word and use Write-N-Cite to add some citations to a document

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