1. LINGNAN UNIVERSITY LIBRARY MAR 2013 LCE102 Library Workshop 1 http://www.library.ln.edu.hk/services/library-workshops/handouts

2. After the workshop you should be able to: create a RefWorks account. import references into your RefWorks account by direct import feature. import references indirectly from online databases and catalogue into your RefWorks account. create and manage folders in RefWorks. create bibliography in different citation formats such as APA, MLA, etc. 2

3. Outline 1. What is RefWorks? 2. Create a RefWorks Account 3. Add Data to Refworks 4. Organize Records into Folder 5. Create Bibliography lists 3

4. What is RefWorks? In short, RefWorks is a web-based bibliographic management software that helps you organize your citations and prepare your reference/bibliography lists:  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 citations, bibliography/reference lists in the citation style of your choice, including APA, MLA, Harvard, Chicago style and more. 4 Use it anytime, anywhere, any devices where there is internet access.

5. First Time User: Create Your RefWorks Account 1. Library Home Page  Databases  2. (http://proxy1.library.ln.edu.hk:2048/login?url=htt ps://www.refworks.com/refworks2/?r=authenticatio n::init&groupcode=RWLingnanUL)http://proxy1.library.ln.edu.hk:2048/login?url=htt ps://www.refworks.com/refworks2/?r=authenticatio n::init&groupcode=RWLingnanUL 3. Click Signup for a New Account 4. Fill in required information – Must use Lingnan Email Address 5

6. Create an Account 6 On-site register for a RefWorks account

7. Adding Data to RefWorks Direct Export from Library Catalogue,1-Search and Online Databases Import Filter (Copy–and–Paste) RefGrab-It Adding Web pages Create Records Manually 7

8. Direct Export -- Library Catalogue 8 Use the Export to RefWorks button at the full display of a library record:

9. Last Imported Folder The imported data will be first placed in the last imported folder This folder only contains the latest imported records All previously imported records are stored in the databases but not associated with any folders 9

10. Major Databases with Direct Export Function LexisNexis Academic 1-Search EBSCOhost ProQuest Emerald JSTOR ScienceDirect Google Scholar 10

11. Direct Export -- LexisNexis (1) At the result list or article display screen in LexisNexis Academic, look for the icon for Direct Export to RefWorks. 11

12. Direct Export -- LexisNexis (2) 12 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, click the Edit Imported References. Enter LexisNexis Academic as Database, type http://www.lexisnexis.com in Links field; then click Save Changes. Click OK to confirm adding data to Electronic Source Related Fields in reference(s).

13. Direct Export -- LexisNexis (3) (Global Edit) 13 Now click View Last Imported Folder and select Global Edit icon. Global Edit

14. Direct Export -- LexisNexis (4) (Global Edit) Select Source Type under Field to Add Data. Then choose All in List, set Source Type as Electronic and click Add Data. 14

15. 15 Direct Export -- LexisNexis (5) (Global Edit) Click OK to confirm adding data to Source Type in reference(s) A “Completed” message box will be displayed on the bottom right hand corner of the screen. Finally, you can click the “X” icon to close the Global Edit. Type "EDIT ALL" in the box and then click Edit References to confirm that you wish to edit all references.

16. Direct Export – 1-Search Perform a search in 1-Search At the Search Results, select which citations to export by clicking the save this item icon After you have chosen all the items you want to export, click the Saved Items (x) link at the button of screen A new box will open, click RefWorks If you have already logged into RefWorks, the selected 1-Search records will be imported to RefWorks immediately; if you haven’t logged in, you will be asked to login first 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” 16

17. Major Databases with Import Filters (Copy-and-Paste) Global Books In Print Grove Art Online Grove Music Online Oxford Music Online Ingenta 中國期刊全文數據庫 17

18. Import by Copy-and-Paste -- Multiple Records from Library Catalogue (1) 1. Search Library Catalogue by keywords / subject / author / title, etc 2. Save multiple records on results list or Mark individual records on single record display 3. Click Marked List button to view previously saved / marked records 4. Choose MARC Format and Output to Screen 5. Click Submit button 6. Ctrl-A to select all; Ctrl-C to copy to clipboard 18

19. Import by Copy-and-Paste -- Multiple Records from Library Catalogue (2) 7. Now Switch to the RefWorks Session (or open a new window and login to RefWorks) 8. Select References  Import 9. Select From Text 10. Select Import Filter/Data Source = MARC Format 11. Select Database = All MARC Formats 12. Paste (Ctrl-V) the clipboard contents to the input area below 13. Click Import 19

20. Import by Copy-and-Paste -- Multiple Records from Library Catalogue (3) 20 1 2 3

21. Import by Copy-and-Paste -- Multiple Records from Library Catalogue (4) 21 1 2 3 4

22. Import by Copy-and-Paste -- Multiple Records from Library Catalogue (5) 22 1 2 3 4 5 6

23. Hands-on Exercise From Lingnan Library CatalogueLingnan Library Catalogue Search for Author “Hill, Anita” Mark, save and export all found records Import the records to your RefWorks account 23

24. 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:  http://www.refworks.com/refworks2/help/refworks2.htm# Using_RefGrab-It_to_Capture_Web_Page_Data.htm http://www.refworks.com/refworks2/help/refworks2.htm# Using_RefGrab-It_to_Capture_Web_Page_Data.htm 24

25. 1. Select RefGrab-It within RefWorks under the Tools pull-down menu. 2. Right click on RefGrab-It to bookmark link. 3. Click on Bookmark This Link. 25 Add Web Pages to RefWorks -- RefGrab-It (2)

26. Add Web Pages to RefWorks -- RefGrab-It (3) 26 To cite a particular web page, first open it in the web browser and then click the RefGrab-It link. A separate window will pop up. Select the reference and click the Import To RefWorks button to transfer the information to RefWorks. e.g. http://www.basiclaw.gov.hk/en/basiclawtext/index.html

27. Input Records Manually 1. At RefWorks Menu  References  Add New 2. Choose your desired output format in Fields used by (e.g. APA style) 3. Choose Reference Type (e.g. Web Page, Journal Article, Book Whole, etc.) 4. Type in the citation information 5. Click “Save Reference” 27

28. Input Records Manually: Author format Surname (last name) first, followed by a comma, space and the first name(or first initial follow by a period). Each author name must be separated by a semi- colon. E.g. Clinton, Bill; Smith, John D. 28

29. Organize References with Folders The View option is located at the menu bar below the RefWorks Logo. Select New Folder icon to create a new folder (subfolder). Enter folder name and click Create. Select the records you want and use the (Add to folder option) to store the selected records in the desired folder. Each record can be put in as many folder as you like. Online Tutorial: http://www.youtube.com/watch?v=ZsNjOnKZzCQ&list=S P71114E7B2527DEE7&index=5 http://www.youtube.com/watch?v=ZsNjOnKZzCQ&list=S P71114E7B2527DEE7&index=5 29

30. Create a Folder (1) 30

31. Create a Folder (2) 31 You can create a number of different folders to organize your references

32. Create a Folder (3) 32 A folder name will be shown to notate which folder each reference is located in.

33. Create a Bibliography (1) 1. Click the Create Bibliography icon 2. Select your desired style from the Select an Output Style drop-down menu 3. Under Select References to include, choose “Selected”, “Page” or “All in List 4. Under File Type, select the file format you want to create 5. Click Create Bibliography. 6. A new window will open with your bibliography list; however, be sure to proofread and save your bibliography 33

34. Create a Bibliography (2) 34 Click the Create Bibliography icon 1

35. Choose Output Style 2 Create a Bibliography (3) 35

36. Create a Bibliography (4) 36 Select File Type 3

37. Create a Bibliography (5) 37 Create Bibliography 4 Click the Create Bibliography button

38. Create a Bibliography (6) 38 View Bibliography 5

39. Helps and Tutorials Using RefWorks Guide: http://libguides.ln.edu.hk/refworks RefWorks Guide: http://www.refworks.com/refworks2/help/RefWorks2.htm Training videos on YouTube: http://www.youtube.com/user/ProQuestRefWorks http://www.youtube.com/user/ProQuestRefWorks  RefWorks Fundamentals: http://www.youtube.com/playlist?list=PL71114E7B2527DEE7&featu re=plcp http://www.youtube.com/playlist?list=PL71114E7B2527DEE7&featu re=plcp  RefWorks Advanced: http://www.youtube.com/playlist?list=PL77A92BCFEEA72669&feat ure=plcp http://www.youtube.com/playlist?list=PL77A92BCFEEA72669&feat ure=plcp Information Desk:  2616-8571  REFSTAFF@LN.EDU.HK REFSTAFF@LN.EDU.HK 39

40. Q & A Thanks 40