1. 1 Managing Your References with RefWorks 2.0 Your personal reference database @Internet

2. 2 RefWorks  Web-based Bibliographic Management Tool  Create your own reference databases  Import references from library catalogues & databases  Manage & organize your references in (sub)folders  Adding your own keywords & comments  Create in-text citations & reference list in preferred style  Accessible by any computers connected to Internet

3. 3 What we will learn today Create an account Import references –Manual input –From databases –Use RefGrab-It to import webpage references Organize references into (sub)folders Search references Create bibliography Use Write-N-Cite to create citations Read only access Share references RefMobile

4. 4 Create your RefWorks account

5. 5 Create/Access your RefWorks account Click the RefWorks link at library web site

6. 6 RefWorks Login Useful Help for RefWorks

7. 7 Remote Access 1.Go to http://www.refworks.comhttp://www.refworks.com 2.Use the Group Code to login (HKIEd members only) 3.Login personal account for HKIEd users Enter Group Code Get the Group Code

8. 8 1.RefWorks User Login for HKIEd 2.Sign up / Login 1 2

9. 9  Sign up for a new RefWorks account Fill in the information to register

10. 10 The menu bar allows you to access all functionalities of RefWorks. Simply move your mouse pointer over the entries and further options will drop down.

11. 11 Input Record Manually Add references to RefWorks manually 1.References > Add New 2.View fields used by > e.g. APA 3.Select Ref Type > e.g. Book, Whole 4.Enter data in fields with if there is any 5.Save Reference

12. 12 1

13. 13 2 Select Bibliography Style

14. 14 ….. More fields

15. 15 3 Select Reference Type

16. 16 Enter data4 5Save record

17. 17 Author Format Enter last name, followed by a comma, first name (or first initial followed by a period), and middle initial followed by a period. Each author name must be separated by a semi-colon. Example: Smith,J. R.; Jones,Robert K.; Adams,Mary

18. 18 7 Edit record 6 View record

19. 19 Exercise Input data for a book and save the record Shambaugh, D. (Ed.). (2000). The modern Chinese state. New York: Cambridge University Press.

20. 20 Attachments You can attach files associated with the bibliographic information stored in RefWorks BMP, TIFF, JPEG, PNG, GIF PDF Excel Powerpoint Equation Chemical structure Technical drawing, etc.

21. 21 Browse for file to attach

22. 22

23. 23 Indicate record with attachments

24. 24 1.You can add your own comments in other fixed and 15 user-defined fields. 2.Use “Customize > User Field Options” to change the field labels Scroll down to see the fields

25. 25 Import References from Databases

26. 26 1 2

27. 27 Steps for import references from different databases

28. 28 Import references from HKIEd Library Catalogue 1. At the Library Catalogue Record found Click [Save Records] / [Saved Marked Records] Click [View Saved] Select Full Display format Save file to Local Disk

29. 29 1. Format of List: Full Display 2. Save to Local Disk 1 2

30. 30 2. At RefWorks: References > Import Import Filter > Hong Kong Institute of Education Database > Hong Kong Institute of Education Library Catalogue Browse for the saved file Encoding > UTF-8 (for Chinese records) Click [Import] Import references from HKIEd Library Catalogue

31. 31 1 2 3 4 5

32. 32 You can also import records from HKALL by the same method 1 2

33. 33 Or you can export the record to RefWorks one-by-one Export record to RefWorks directly

34. 34 Exercise  Go to HKIEd Library Catalogue  Search for Author = “Hutton, Christopher”  Save and export all found records  Import the records to your RefWorks account

35. 35 Last Imported Folder  The result imported will be placed in the last imported folder.  If you repeat importing records, this folder will only contain the results of the very last import.  All previously imported records are stored in the database, but not associated with a folder.

36. 36 Databases support direct export of records to RefWorks: ProquestProquest EBSCOhostEBSCOhost WilsonWebWilsonWeb Thompson Gale via OpenURL LinkThompson Gale via OpenURL Link SageSage EmeraldEmerald ABC-ClioABC-Clio BioMedCentralBioMedCentral Project MuseProject Muse NISCNISC Congressional QuarterlyCongressional Quarterly Elsevier ScopusElsevier Scopus Google ScholarGoogle Scholar And More………And More………

37. 37 Example: ERIC (EBSCOhost) Export records

38. 38 You’ll be asked to login to RefWorks if not already

39. 39 View import record 1

40. 40 Many databases support direct exporting references to RefWorks

41. 41 Some support indirect exporting references to RefWorks, e.g. 中國期刊全文數據庫

42. 42 Exercise Go to ERIC (EBSCOhost) Databases –Library homepage > E-Resources > By Alphabet: E > ERIC (via EBSCOhost) Search Title = inclusive education Mark 5 records found & export to RefWorks

43. 43 RefGrab-It Works with your browser to capture bibliographic information from web pages.Works with your browser to capture bibliographic information from web pages. If an ISBN number, PubMed ID or DOI exist on the web page, RefGrab-It will automatically search for supplemental information in the webIf an ISBN number, PubMed ID or DOI exist on the web page, RefGrab-It will automatically search for supplemental information in the web

44. 44 1

45. 45 2 Right click RefGrab-it link 3 Add to Favorities

46. 46 4

47. 47 5 Additional information may be found if the webpage contains other information e.g. DOI, ISBN, RSS, etc. For some databases, less details are found!

48. 48 Select items to be exported 5 6

49. 49 Manage your References

50. 50 Organize References with (Sub)folders  Folders > Create New Folder (subfolder)  Enter Folder Name  Select record(s)  Put in Folder… > Select Folder  Each record can be put in as many folders as you like

51. 51 1

52. 52 Enter the Folder Name 2

53. 53 Access your folders in these places 3

54. 54 4 Check the records 5 Select Folder 6 In folder 7 Current folder

55. 55 Exercise Create 2 Folders (e.g. Project A, Project B) Create 1 subfolder of Project A (e.g., Assignment A) Organize your references into these folders Create Subfolder 1 Select parent folder then enter subfolder Name 2 Subfolder

56. 56 Searching references You can search for references in your database Refworks provides multiple searching options 1.Quick Search Box (top right of screen) 2.Advanced Search 3.Lookup by Author / Descriptor / Periodical

57. 57 1 2Quick Search Advanced Search

58. 58 This is a complete listing of all authors in the database. The number of references for each author is shown in the second column. Lookup by Author

59. 59 Checking duplicated references References may be duplicated through searching & importing from different databases. RefWorks can help to check for duplicated records View > Duplicates > Exact (or Close) Duplicates All deleted records are stored in a folder “Deleted References” You can restore the deleted records if required

60. 60 Check for duplicate references

61. 61 Creating a Bibliography Create bibliography from your references Bibliography created in preferred style e.g. APA References arranged and sorted automatically Output bibliography in HTML or Word format Create bibliography from all references or selected folder

62. 62 1 2 3 4 5 Click Bibliography Select Output Style Select Output Format (Word) Select Folder / All Click to Create

63. 63 References sorted and formatted in APA Style

64. 64 HKIEd Chinese citation style (for reference only) Refer to Citation System in Student Handbook for details

65. 65 Use the Language option to change the sorting order e.g. Chinese (PRC) for Pinyin 拼音 1 2 3

66. 66 Exercise Create a bibliography for all references using the APA 6th

67. 67 Using Write-N-Cite with Microsoft Word

68. 68 Using Write-N-Cite to create In-text Citations and Reference List Install Write-N-Cite III, which is available from Refworks web-siteInstall Write-N-Cite III, which is available from Refworks web-site You will need to have MS Word installedYou will need to have MS Word installed You may use a different word processor, but you will need to cite manually.You may use a different word processor, but you will need to cite manually. The only requirement is that your word processor supports Text, ODT or RTF formats.The only requirement is that your word processor supports Text, ODT or RTF formats.

69. 69 1Select Write-N-Cite

70. 70 2 Download & install Write-N-Cite

71. 71 Word 2007: Write-N-Cite added in Add-Ins Tag

72. 72 1 Click to open Write-N-Cite 2 Check Always on top 3 Login with your RefWorks account

73. 73 If you are working outside HKIEd network, enter the Group Code

74. 74 1 Search for record

75. 75 2 Click the Cite link

76. 76 3 Reference code imported in document

77. 77 4 Save document 5 Click Bibliography

78. 78 6 Select Output Style 7 Click button

79. 79 8 In-text citation formatted

80. 80 9 Reference list created at the end of document

81. 81 Manually adding citations to Word document In RefWork:  Use One Line/Cite view to see all references  Copy and paste the citation in document  Format paper using Bibliography function  No installation of plug-in required

82. 82 1 2 Right click to copy 3

83. 83 4 Paste the citation in document 5 Save document

84. 84 Select Output Style 7 8 Check Format Paper option Browse for saved document 9 10 6

85. 85 11 Saved with a new document name

86. 86 Citations and reference list created in preferred style 12

87. 87 Shared Folders

88. 88 1 2  Share your folders with other users  Allow exporting shared references into own RefWorks database You can share particular folder or whole database to others

89. 89 Use the URL to share the folder to others Check your Share options

90. 90 Shared references can only be viewed and exported but no editing is allowed

91. 91 Read-only Access

92. 92 1

93. 93 2 Enter a read-only password The read-only password allows the user to view your entire RefWorks account, but no changes is allowed

94. 94 Read-only Login

95. 95 RefMobile  Version of RefWorks for mobile and smart phones, iphone, PDAs and any other internet accessable mobile devices  View, search, add/remove references, manage folders and add notes  Go to www.refworks.com/mobile with your mobile devicewww.refworks.com/mobile  Login with Group Code, Login Name & Password

96. 96 RefMobile www.refworks.com/mobile

97. 97 Need Help? Check it out at the Library RefWorks webpage Consult Information Counter at the Library

98. 98 Thank You Ask your Librarian @  Information Counter  Tel: 2948 6653  Email: libinfo@ied.edu.hk