1. Jean Phillips Schwerdtfeger Library Space Science and Engineering Center University of Wisconsin-Madison November 2005

2. RefWorks Basics Creating accounts and folders Adding references (manually & electronically) Sorting, editing Creating a bibliography Using Write-N-Cite Using RefShare

3. Creating a RefWorks Account Login to RefWorks http://www.refworks.com Click on Sign Up for an Individual Account Enter required information (login & password) Click on Register

4. Login to RefWorks

5. Creating Folders Select Create New Folder from Folders drop down menu

6. Name Folder

7. View Folder List

8. Adding References Manually Select Add New Reference from References drop down menu Select desired folder from In Folder(s) menu Select reference type from Ref Type drop down menu Enter information: Required fields are marked with * Save

9. Select Style and Folder Enter Data and Save

10. Journal Abbreviations AMS journal abbreviations can can be found in Appendix C of their Author’s GuideAppendix C of their Author’s Guide For abbreviations not listed in Appendix C, see Chemical Abstracts Core Journals which serves as the standard referenceChemical Abstracts Core Journals

11. View Folder Contents

12. Moving Citations from CSA Databases into RefWorks Includes MGA, Aerospace Database, NTIS, Oceanic Abstracts, Conference Papers Index See Research Databases at http://library.ssec.wisc.eduhttp://library.ssec.wisc.edu Perform search and select citations to save Click the Save to RefWorks button Make sure the radio button is selected for your Marked Records Select desired format for records from Show drop down menu Click on Save to RefWorks

13. In RefWorks Login to RefWorks Citations will automatically be imported into the Last Imported Folder View records and save to folder of choice Once records are transferred, delete records from Last Imported Folder by selecting “all in list” and then, Remove From Folder

14. Perform Search in MGA

15. Mark or Select All Records and Export to RefWorks (Only records for Published Works will be processed)

16. Records Imported to Last Imported Folder

17. View Last Imported Folder and Put in Folder: urban heat island(2)

19. Moving Citations from Web of Science into RefWorks Mark records Submit Marks and click on Marked List At Step 1 select desired fields At Step 2 select Field Tagged from drop down menu Click on Save to File and then Save Identify disk drive and filename plus the extension.txt (plain text) in the File Name Box Click on Save

20. Search, Mark Records, Submit Marks

21. Select Fields to Export and Save to File as “Field Tagged”

22. File Saved to desktop as savedrecs.txt

23. In RefWorks Login to RefWorks Click on References and Import Select ISI (Institute for Scientific Information) from Import Filter/Data Source drop down menu Select Web of Science from the Database drop-down menu At the Import Data from the following Text File box click on the Browse button to select the file name of your saved records. Click on Import. Citations will be imported into the Last Imported Folder. View records or move to folder of your choice.

24. Select Import Filter/Data Source, Database, Folder and File

25. Records Imported to Last Imported Folder

26. View Last Imported Folder

27. Move “All in List” to Correct Folder and Remove Records from Last Imported Folder

28. View “urban heat island(2)” Folder 202 records

29. Records Retain Links provides link to full-text journals where the campus has a license, otherwise, links to MadCat search for location

31. Sorting References Select View from Folders drop down menu to select desired folder Select desired sort field from Sort By drop down menu at right of screen

32. View Folder and Sort By

33. Global Editing Click on Global Edit at top of screen Click on radio button next to your choice at References to Edit: Select field to edit from Field to Edit drop down menu Type word or phrase in Change Field to: box Click in desired radio button If Field Already Contains Data Click on OK

34. Global Edit

35. Review Changes: urban heat island added to Descriptor Field

36. Caution! Delete: Deletes selected, page or all in list from entire database (all folders) Remove from Folder: Removes selected, page or all in list from current folder

37. Searching RefWorks Browse references by Author, Descriptor or Periodical using Lookup function Click on desired author, descriptor or periodical References associated with that author, descriptor or periodical will be displayed

38. Browse by Author

39. Search Using Search RefWorks Enter a single term or phrase in Searches entire database

40. Search Using Advanced Search Select Advanced Search from Search drop down menu Enter terms in desired field(s) Connect multiple search boxes with And, Or, or Not Search all references or specific folder(s) Search

41. Advanced Search

42. Search Results: 2004, by Author

43. Create Bibliographies Click on Bibliography Select style from Output Format menu Select Format Bibliography from a List of References Select format from the File Type to Create drop down menu All References or References From: click on desired folder from drop down menu Click Create Bibliography

44. Format Bibliography

45. Download Bibliography and Save to Disk

46. Open Bibliography in Word

47. Using Write-N-Cite Under Tools menu, select Write-N-Cite to download plug- in Save to desired location Close RefWorks Find the RefWorks plug-in (wncinstall.exe) and click to start installation You’ll be prompted to restart your computer After the computer restarts, open Word and you should see the red Write-N-Cite button on the tools bar

48. Install Plug-In for Windows or Mac

49. Adding References to a Paper with Write-N-Cite Open Word To insert a reference, click on Write-N-Cite and a new window will open Login to RefWorks Select desired folder from View Folder menu Click in Word where you wish to place the reference Click on Cite to the left of the desired record in RefWorks

50. A temporary reference will appear within curly brackets {{ }} in Word Add as many references as needed Save this document – this is your master from which you’ll create a final version. Click on Bibliography from Write-N-Cite window Select Output Format style from drop down menu Click on Create Bibliography A new Word doc will be created with ‘Final’ in front of the name you previously assigned. Includes bibliography and in-text citations

51. Select Folder in Write-N-Cite Select ‘Cite’

52. Create Document in Word and Save as.doc

53. Select Bibliography within Write-N-Cite, Select Ouput Style

54. Create Bibliography

55. Open ‘Final’ Version

56. How to Share RefWorks Citations Create separate group account Allow read-only access to your account Export RefWorks citations to another RefWorks user Publish a link to your RefWorks account/folder using RefShare

57. Create Separate Account Create a group account with a group name, e.g. Library Research Group Tell group members the login and password E-mail from RefWorks will go to the person who established the account Members can notes, commentary, new records

58. Read-Only Access of Your Account Login to RefWorks Under Tools, click Update User Info Enter a Read-only Password (must be different from your original password)

59. Read-only Password

60. Export RefWorks Citations From References drop-down menu, select Export Choose all references or specific folder

61. Export Formats Bibliographic Software: Saved in tagged format for importing into another bibliographic management tool such as ProCite, EndNote, Reference Manager BibTeX – Ref ID: Saved for use with LaTeX document preparation system Citation List: Creates list for use when writing offline RefWorks Tagged Format: Similar to bib software tagged format, but in RefWorks layout. Use for sharing data with other RefWorks users Tab Delimited: Saved with each field separated by a tab XML: Used to create export file in XML format

62. Publish Link to Account/Folder with RefShare From Folders or Tools menu, select Share Folders or Share References Click on appropriate Share Folder or Share Entire Database button, opening Shared Folder Options page containing URL for your shared folder/database. E-mail URL to recipients Set permission options

63. Shared Folder/Permission Options

64. AMS Style Why are there discrepancies in journal abbreviations to begin with? Changing records to conform to AMS style (or any style) Under Search drop down menu, look up by periodical title: JGR Click on journal title Select Global Edit to add correct journal abbreviation

65. Lookup Periodical Title and Select Title to Edit

66. Periodical Title: Global Edit

67. Periodical Title Abbreviated in all Selected Records

68. Recap RefWorks always opens to All References; take care when deleting refs Editing output styles and creating new filters Peculiarities with AMS output style Restoring and backing up databases Linux users: 1)Use Netscape or Mozilla 2)Write-N-Cite will not work, but use One Line/Cite View to format papers RefShare for sharing databases Directions for moving citations from online databases other than CSA and ISI: http://www.library.wisc.edu/instruction/refworks/importing.htm http://www.library.wisc.edu/instruction/refworks/importing.htm Find this presentation at: http://www.ssec.wisc.edu/library/teaching/refworks_fall_2005.htm http://www.ssec.wisc.edu/library/teaching/refworks_fall_2005.htm E-mail: jean.phillips@ssec.wisc.edu