Transcript Introduction to RefWorks

RefWorks: The Basics
October 12, 2005
What is RefWorks?
A personal bibliographic software manager
– Manages citations
– Creates bibliogaphies
Accessible from anywhere!
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Why use RefWorks?
Keep track of articles on your topic – or
several topics
Create bibliographies easily and quickly in
over 200 citation styles
Submitting your article to more than one
journal expecting different citation styles?
– A click of the mouse will change the style to fit
the requirements of the journal
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How do I access RefWorks?
Click on the RefWorks link on the Library’s
homepage
http://refworks.scholarsportal.info/
(log in using the Group Code given to you
in the RefWorks welcome message)
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What We’ll Cover Today
Setting up an individual account
Creating folders
Putting references into your RefWorks
database
Modifying references
Generating a bibliography
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RefWorks Login Page
You MUST be at a UW
IP-authenticated
computer to set up
your account
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RefWorks Interface
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RefWorks Interface (cont’d) –
Available Help
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Creating Folders
You can create as many folders as you
want with as many citations or references
in them as you want
Click on
Folders  Create New Folder
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Creating Folders (cont’d)
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Creating Folders (cont’d)
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Your Turn!
Create a RefWorks account (or log on to
RefWorks if you already have an account)
– Go to Library’s homepage
– Click on the RefWorks link
– Create an Account or Log on
Create a folder
– Folders  Create New Folder
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Putting References into RefWorks
Three methods
– Direct Export
– Import using an Import Filter
– Enter manually
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Direct Export
About a dozen publishers/vendors make
this feature available, e.g.
– CSA
– ScholarsPortal
– EI Engineering Village 2
– PubMed
– EBSCO
– ProQuest
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Direct Export (cont’d) – CSA
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Direct Export (cont’d) – CSA
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Direct Export (cont’d) – CSA
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Direct Export (cont’d) – CSA
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Direct Export (cont’d) – CSA
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Import using Import Filters
Most other major database vendors have
Import Filters
– It is important to know who the vendor is…if
you cannot find the information on the
database’s site, contact your Liaison Librarian
or the Information Desk
Generally, save to a text file, and then
import that file into RefWorks using the
appropriate filter
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Import Using Import Filters –
Web of Science
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Import Using Import Filters –
Web of Science (cont’d)
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Import Using Import Filters –
Web of Science (cont’d)
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Import Using Import Filters –
Web of Science (cont’d)
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Import Using Import Filters –
Web of Science (cont’d)
Accept Default Type
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Import Using Import Filters –
Web of Science (cont’d)
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Import Using Import Filters –
Web of Science (cont’d)
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Import Using Import Filters –
Web of Science (cont’d)
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Import Using Import Filters –
Web of Science (cont’d)
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Enter manually
Use if
– There is no Direct Export
– There is no Import Filter
– The citation is not available electronically
– You have a print copy of an article
– Your item is a book (generally not included in
journal indexes)
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Enter Manually (cont’d)
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Enter Manually (cont’d)
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Enter Manually (cont’d)
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Your Turn!
Using CSA or Web of Science, put some
references into your folder
– Go to the “Find Journal Articles, etc.” page
from the Library’s home page
(http://www.lib.uwaterloo.ca/)
– For a list of CSA databases, click on the down
arrow under Popular Choices
– For Web of Science, click on W under
Databases by Name
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Viewing Your References
Take a look at all the filled-in fields in the
record
– e.g. Descriptors, Abstract, personal
annotations, etc.
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Viewing Your References (cont’d)
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Viewing Your References (cont’d)
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Modifying Your References
Make corrections
Add an Abstract
Add Descriptors (indexing terms)
Annotate references using the Note or
User fields
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Modifying Your Records (cont’d)
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Modifying Your Records (cont’d)
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Your Turn!
Choose a record and
– Add an Abstract (use the Notes field if there is
already an Abstract)
– Add a Descriptor (subject heading)
– Annotate the record in a User field
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Generating a Bibliography
It’s as simple as clicking a button and
choosing a citation style!
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Generating a Bibliography
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Generating a Bibliography (cont’d)
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Generating a Bibliography (cont’d)
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Your Turn!
Generate a bibliography of the references
in your folder
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Questions?
For more information…
Contact your Liaison Librarian
Attend RefWorks Advanced
– Wednesday, November 23rd
– Covers managing and searching your
personal database, sharing references, linking
to full-text of articles, and using Write-N-Cite
to format your paper
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