1. RefWorks level 2: Online bibliography and research tool Presenters: Roger Mills, Judy Reading, Nia Roberts, Kate Williams, Kate Petherbridge and Gillian Pritchard Email @ouls.ox.ac.uk

2. Refworks Is a free personal online database that allows you to manage all your research and generate a bibliography in the format you need. Is a free personal online database that allows you to manage all your research and generate a bibliography in the format you need. RefWorks is a web-based bibliographic software package that enables you to: RefWorks is a web-based bibliographic software package that enables you to: Organize your research Organize your research Include citations while you write your paper Include citations while you write your paper Build a bibliography in a variety of formats Build a bibliography in a variety of formats Import references from many data sources Import references from many data sources Create bibliographies in different document formats (Word, RTF, HTML, etc.) Create bibliographies in different document formats (Word, RTF, HTML, etc.)

3. This session Introduction to basic features of RefWorks Introduction to basic features of RefWorks Importing references from different sources Importing references from different sources Managing your database of references Managing your database of references Creating a bibliography with Write-N-Cite. Creating a bibliography with Write-N-Cite.

4. Access No software to download and update No software to download and update Access your personal account from any computer connected to the web Access your personal account from any computer connected to the web Free access for Oxford University members Free access for Oxford University members Outside Oxford network log in via group code – see Outside Oxford network log in via group code – see http://www.ouls.ox.ac.uk/eresources/refworks

5. Cf. EndNote Compare features: EndNote Web EndNote DesktopRefWorks Save references+++ Organize & edit references+++ Storage capacity (number of references)10,000unlimited Import from many databases and OPACs+++ Cite & format papers with bibliographies+++ Create & save advanced searches +create (not save) Customize views & displays ++ Edit reference import filters & output styles + RW can add or edit import filters Users can edit output styles Use term lists for auto-entry ++ Cite tables, figures, & equations ++ Work Offline (anytime/anywhere) + Full access available online – can download database to work offline Local Personal Files and Documents ++ High Performance Desktop Environment +

6. Getting started: set-up an account Go to www.refworks.com/refworks Go to www.refworks.com/refworkswww.refworks.com/refworks Click on Sign up for a New Account Click on Sign up for a New Account Fill in the form Fill in the form Click on Register Click on Register Then login to Refworks using your new username and password Then login to Refworks using your new username and password If accessing Refworks from outside the University domain you need to use the Group code first – currently Oxymoron If accessing Refworks from outside the University domain you need to use the Group code first – currently Oxymoron

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

8. Main options for importing references: Entering references manually Entering references manually Export from “Direct Export Partners” eg SOLO, OxLIP+, SCOPUS, CSA Export from “Direct Export Partners” eg SOLO, OxLIP+, SCOPUS, CSA Search from within Refworks (eg OLIS, Pubmed) Search from within Refworks (eg OLIS, Pubmed) Import of data from other databases using saved files – usually in plain text format with tagged fields Import of data from other databases using saved files – usually in plain text format with tagged fields

9. Direct import from Cambridge Scientific Abstracts Conduct your search. Conduct your search. Select the records you want to export and click on RefWorks Select the records you want to export and click on RefWorks Note: if you do not see a RefWorks link, click on the Save, Print, Email link Note: if you do not see a RefWorks link, click on the Save, Print, Email link Click the Export to RefWorks button and the references are automatically exported to RefWorks. (Make sure you are not already logged into Refworks before you export) Click the Export to RefWorks button and 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. Your records should appear in the Last Imported Folder. Check them for accuracy at this point. Check them for accuracy at this point.

10. Direct export from SOLO Go to http://solo.ouls.ox.ac.uk and do a quick search for your topic of choice. Go to http://solo.ouls.ox.ac.uk and do a quick search for your topic of choice.http://solo.ouls.ox.ac.uk Mark some records, by ticking the box next to Add to e- shelf. Mark some records, by ticking the box next to Add to e- shelf. Login to the system, on the top right corner of the screen, using your Single Sign On login, then click on the blue logo for your E-shelf. Login to the system, on the top right corner of the screen, using your Single Sign On login, then click on the blue logo for your E-shelf. This will list all of the records you have marked. This will list all of the records you have marked. Select the ones you want to use. Select the ones you want to use. On the top right of the screen there is an option to save, which defaults to Push to RefWorks, just click to export directly to RefWorks. On the top right of the screen there is an option to save, which defaults to Push to RefWorks, just click to export directly to RefWorks.

11. Creating Folders in RefWorks From the Folders menu select Create New Folder From the Folders menu select Create New Folder Enter a name in New Folder Name and click OK Enter a name in New Folder Name and click OK Go back to View – Last Imported Folder and select references Go back to View – Last Imported Folder and select references Use Put in Folder to save your selected references to the new folder Use Put in Folder to save your selected references to the new folder There is more information about managing folders and sorting references in your Quick Start guide in help and in tasks 3 and 21-4 There is more information about managing folders and sorting references in your Quick Start guide in help and in tasks 3 and 21-4 To remove duplicates choose View – Duplicates and follow instructions To remove duplicates choose View – Duplicates and follow instructions

12. Direct export from OxLIP+ Go to http://oxlip-plus.ox.ac.uk and then choose Cross- Search. Go to http://oxlip-plus.ox.ac.uk and then choose Cross- Search.http://oxlip-plus.ox.ac.uk Select the subject area you want to cross-search, and then mark the databases to include in your search. You can search up to 5 databases/e-resources at a time. Select the subject area you want to cross-search, and then mark the databases to include in your search. You can search up to 5 databases/e-resources at a time. Type your search terms in the search boxes at the top of the screen and click GO. Type your search terms in the search boxes at the top of the screen and click GO. You will see a list of results. Click on the basket icon next to some articles 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. You will see a list of results. Click on the basket icon next to some articles 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. From this screen, tick the box next to all the items you would like to export to RefWorks and click on Selected. Click on the option to Save and then under Record format, select the option for RefWorks. From this screen, tick the box next to all the items you would like to export to RefWorks and click on Selected. Click on the option to Save and then under Record format, select the option for RefWorks.

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

14. To manually save and export references: Web of Knowledge as an example

15. After you perform your search, click in the checkbox to select the items you want to save After you perform your search, click in the checkbox to select the items you want to save At the bottom of the page At the bottom of the page - step 1, choose whether to output selected items or all. - step 2, choose the amount of information you want. - step 3, select “save as plain text” from the drop-down menu, then click on Save to save the file to your computer. - step 3, select “save as plain text” from the drop-down menu, then click on Save to save the file to your computer.

16. Log in to RefWorks. Log in to RefWorks. Select References/Import from the toolbar. Select References/Import from the toolbar. Select ISI as the data source and Web of Knowledge as the database. Select ISI as the data source and Web of Knowledge as the database. Browse to find the text file you saved to your computer. Browse to find the text file you saved to your computer. Click Import. Click Import. Your records should appear in the Last Imported Folder. Your records should appear in the Last Imported Folder.

17. To manually save and export references: CSA as an example

18. After you perform your search and are at the results window, click Save/Print/E-mail link. After you perform your search and are at the results window, click Save/Print/E-mail link. Select either Marked References or Use Records from the Current Search. Select either Marked References or Use Records from the Current Search. Select Full Format. Select Full Format. Scroll down the page and choose document format Text and select the file type you want (PC, Mac or Unix) and click Save. Scroll down the page and choose document format Text and select the file type you want (PC, Mac or Unix) and click Save. You will be prompted to either Open or Save the file (which is already named and is a text file). You will be prompted to either Open or Save the file (which is already named and is a text file). If you select open, then the references appear in your browser window and from the File menu select Save As. If you select open, then the references appear in your browser window and from the File menu select Save As.

19. Select the location where you want to save the file, type the name you want and select Text as the Save As Type. Select the location where you want to save the file, type the name you want and select Text as the Save As Type. Log in to RefWorks. Log in to RefWorks. Select References/Import from the toolbar. Select References/Import from the toolbar. Select CSA as the data source and the appropriate database as the database. Select CSA as the data source and the appropriate database as the database. Browse to find the text file you saved to your computer. Browse to find the text file you saved to your computer. Click Import. Click Import. Your records should appear in the Last Imported Folder. Your records should appear in the Last Imported Folder.

20. Library catalogue: Search OLIS from within Refworks: Click on Search - Online Catalog or Database Click on Search - Online Catalog or Database Choose OLIS from the drop-down list Choose OLIS from the drop-down list You can choose how many records you want You can choose how many records you want Do a search (using descriptors and trying out search in OLIS directly first helps) Do a search (using descriptors and trying out search in OLIS directly first helps) Import selected records Import selected records Close the Search results and return to Refworks Close the Search results and return to Refworks

21. Searching resources from within RefWorks e.g. PubMed Click on Search - Online Catalog or Database Click on Search - Online Catalog or Database Choose PubMed from the drop-down list Choose PubMed from the drop-down list Do a search Do a search Select and import some items Select and import some items Close the Search results and return to Refworks Close the Search results and return to Refworks

22. Formatting citations in your paper with Write-N-Cite Write-N-Cite is a tool you download into your word processor which allows you to easily place references into your paper. Write-N-Cite is a tool you download into your word processor which allows you to easily place references into your paper. You need to download the Write-N-Cite plug the first time you want to use it. Choose Tools – Write-N-Cite in Refworks and follow the instructions You need to download the Write-N-Cite plug the first time you want to use it. Choose Tools – Write-N-Cite in Refworks and follow the instructions

23. Create a bibliography with Write-N-Cite Log out of Refworks and open Word and type some text for your dissertation or article Log out of Refworks and open Word and type some text for your dissertation or article Click on the Write-n-cite plug-in on the toolbar Click on the Write-n-cite plug-in on the toolbar Log into your Refworks database and display a set of references. Log into your Refworks database and display a set of references. View – All references or View-Folder View – All references or View-Folder In Word document place cursor where the citation is to be inserted In Word document place cursor where the citation is to be inserted From Write-N-Cite list click on cite next to the one you want From Write-N-Cite list click on cite next to the one you want Save your document Save your document On the Write-n-cite window click on bibliography and choose your preferred style eg Harvard – this will create a formatted document with in text citations and a bibliography in the form your selected style dictates. On the Write-n-cite window click on bibliography and choose your preferred style eg Harvard – this will create a formatted document with in text citations and a bibliography in the form your selected style dictates.

24. Create a bibliography with WNC You can change your output style without creating a new document You can change your output style without creating a new document You can choose to unformat your document by choosing Tools – Display unformatted citations You can choose to unformat your document by choosing Tools – Display unformatted citations

25. In-text “switches” You can manually instruct the program to exclude or include certain items in the citation. You can manually instruct the program to exclude or include certain items in the citation. You would do this to insert a page number in a citation if it was not included in the style (eg Harvard) using /f [unless the style always includes page numbers in the in-text citation (eg MLA when use /s) NB Footnotes always use /s] You would do this to insert a page number in a citation if it was not included in the style (eg Harvard) using /f [unless the style always includes page numbers in the in-text citation (eg MLA when use /s) NB Footnotes always use /s] Reference would look like: {{23 Smith 2003/f p.43}} Reference would look like: {{23 Smith 2003/f p.43}} Easiest way to use switches is to use the Citation editor in Write-N-Cite which appears when you click on Cite next to a reference – it lets you preview the result. Easiest way to use switches is to use the Citation editor in Write-N-Cite which appears when you click on Cite next to a reference – it lets you preview the result. More information about switches in Refworks help in the section: Writing your paper and creating your bibliography / Modifying an In-Text Citation or Footnote More information about switches in Refworks help in the section: Writing your paper and creating your bibliography / Modifying an In-Text Citation or Footnote

26. Working With Footnotes And Endnotes Some output styles prefer the use of footnotes and endnotes instead of in-text citations and a bibliography. Make sure the output style you select handles footnote and endnote formatting. Some output styles prefer the use of footnotes and endnotes instead of in-text citations and a bibliography. Make sure the output style you select handles footnote and endnote formatting. Generally, you'll see the word Notes in the title of the output style. This is a often a good indicator that the style will create footnotes Generally, you'll see the word Notes in the title of the output style. This is a often a good indicator that the style will create footnotes If you are unsure whether a style will support footnote and endnotes, open the style with the Output Style Editor and look at the Citation Type drop-down. If it says Notes Only or In-text Citations and Notes, that output style will work for you. If it says In-Text Citations Only, you won't get the proper formatting you need. If you are unsure whether a style will support footnote and endnotes, open the style with the Output Style Editor and look at the Citation Type drop-down. If it says Notes Only or In-text Citations and Notes, that output style will work for you. If it says In-Text Citations Only, you won't get the proper formatting you need.Citation TypeCitation Type

27. Adding a Citation to a Footnote or Endnote Footnotes are placed at the bottom of the page on which the reference appears. Endnotes are similar to footnotes but instead of being added to the bottom of each page they are grouped together at the end of the document. Footnotes are placed at the bottom of the page on which the reference appears. Endnotes are similar to footnotes but instead of being added to the bottom of each page they are grouped together at the end of the document. RefWorks does not actually create the endnote or footnote in the document, but is used to insert and format the citations. You create an endnote or footnote using your word processor. RefWorks does not actually create the endnote or footnote in the document, but is used to insert and format the citations. You create an endnote or footnote using your word processor. In Word choose View – Print Layout then Insert – Reference – Footnote. Go to Write N Cite and cite a citation In Word choose View – Print Layout then Insert – Reference – Footnote. Go to Write N Cite and cite a citation

28. Creating bibliography without Write-n-cite Type text into Word Type text into Word Log into Refworks and look up a reference and choose One line / Cite view Log into Refworks and look up a reference and choose One line / Cite view Choose a reference and click on cite Choose a reference and click on cite A box will open – select the formatted citation number and copy (Ctrl + C) A box will open – select the formatted citation number and copy (Ctrl + C) Place cursor in Word document and paste the citation (Ctrl + V) Place cursor in Word document and paste the citation (Ctrl + V) Close and save your document Close and save your document In Refworks click on Bibliography – choose a formatting style eg Harvard – Tick Format paper and bibliography – Browse to your word file as the Document to Format – Click on Create Bibliography In Refworks click on Bibliography – choose a formatting style eg Harvard – Tick Format paper and bibliography – Browse to your word file as the Document to Format – Click on Create Bibliography You now have a document complete with proper citations and formatted bibliography You now have a document complete with proper citations and formatted bibliography

29. Working Offline with Write-N-Cite You need to make sure when you first download the WNC tool you configure it to permit offline usage You need to make sure when you first download the WNC tool you configure it to permit offline usage WNC allows you to view your references and insert temporary citation placeholders and also allows you to format a bibliography in the style of your choice while being offline. WNC allows you to view your references and insert temporary citation placeholders and also allows you to format a bibliography in the style of your choice while being offline. While offline you cannot add, edit or delete references in your account. While offline you cannot add, edit or delete references in your account.

30. Download a copy of your database Log into Write-N-Cite from within Word Log into Write-N-Cite from within Word From the Write-N-Cite Tools menu, select Create/Update Offline Database. From the Write-N-Cite Tools menu, select Create/Update Offline Database. Click the Create button. Click the Create button. Your data is downloaded. Your data is downloaded. Click the Work Offline checkbox to work offline. Click the Work Offline checkbox to work offline. Deselect the work offline checkbox and repeat steps above to update your information Deselect the work offline checkbox and repeat steps above to update your information

31. Compatibility with other wordprocessing packages Open Office The Write'n'Cite option is not available in Open Office. However, you can use Refworks with Open Office - use the One Line/Cite View to add citations and create a bibliography. For information on how to do this, see Task 14 on the course handouts or look at the Refworks online help https://www.refworks.com/Refworks/help/Refworks.htm - under Output and Formatting The Write'n'Cite option is not available in Open Office. However, you can use Refworks with Open Office - use the One Line/Cite View to add citations and create a bibliography. For information on how to do this, see Task 14 on the course handouts or look at the Refworks online help https://www.refworks.com/Refworks/help/Refworks.htm - under Output and Formattinghttps://www.refworks.com/Refworks/help/Refworks.htm LaTeX You can export references from Refworks into BibTex, the bibliography manager in LaTeX. You can export references from Refworks into BibTex, the bibliography manager in LaTeX. See useful instructions from MIT: See useful instructions from MIT: http://libraries.mit.edu/help/refworks/refworkslatexfaq.html#1 http://libraries.mit.edu/help/refworks/refworkslatexfaq.html#1http://libraries.mit.edu/help/refworks/refworkslatexfaq.html#1

32. Help with using Refworks Use Help from the Refworks menu Use Help from the Refworks menu Report any problems or make requests for new filters to support@refworks.com Report any problems or make requests for new filters to support@refworks.com Local help is available either from nigel.walker@sers.ox.ac.uk or from any of the Refworks presenters: Local help is available either from nigel.walker@sers.ox.ac.uk or from any of the Refworks presenters: judy.reading@ouls.ox.ac.uk, roger.mills@ouls.ox.ac.uk, nia.roberts@hcl.ox.ac.uk,kate.williams@ouls.ox.ac.uk and kate.petherbridge@ouls.ox.ac.uk judy.reading@ouls.ox.ac.uk, roger.mills@ouls.ox.ac.uk, nia.roberts@hcl.ox.ac.uk,kate.williams@ouls.ox.ac.uk and kate.petherbridge@ouls.ox.ac.ukjudy.reading@ouls.ox.ac.ukroger.mills@ouls.ox.ac.uk nia.roberts@hcl.ox.ac.uk,kate.williams@ouls.ox.ac.ukkate.petherbridge@ouls.ox.ac.ukjudy.reading@ouls.ox.ac.ukroger.mills@ouls.ox.ac.uk nia.roberts@hcl.ox.ac.uk,kate.williams@ouls.ox.ac.ukkate.petherbridge@ouls.ox.ac.uk