Managing Your References with Ref

Works

2.0

Your personal reference database @Internet

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Ref

Works

 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 2

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 3

Create your Ref Works account

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Create/Access your Ref Works account

• Click the RefWorks link at library web site 5

Ref Works Login

Useful Help for RefWorks

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Remote Access

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Go to http://www.refworks.com

Use the Group Code to login (HKIEd members only) Login personal account for HKIEd users Enter Group Code Get the Group Code 7

1. Ref Works User Login for HKIEd 2. Sign up / Login

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Sign up for a new Ref Works account

Fill in the information to register 9

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.

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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 11

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2 Select Bibliography Style

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….. More fields

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3 Select Reference Type

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5 Save record 4 Enter data

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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 17

7 Edit record 6 View record

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Exercise

• Input data for a book and save the record

Shambaugh, D. (Ed.). (2000). The modern Chinese state. New York: Cambridge University Press

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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.

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Browse for file to attach

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Indicate record with attachments

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Scroll down to see the fields 1. You can add your own comments in other fixed and 15 user-defined fields.

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Use “Customize > User Field Options” to change the field labels

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Import References from Databases

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Steps for import references from different databases

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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 28

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

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Import references from HKIEd Library Catalogue

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] 30

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You can also import records from HKALL by the same method

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

Exercise

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

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.

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Databases support direct export of records to Ref Works :

• Proquest • EBSCOhost • WilsonWeb • Thompson Gale via OpenURL Link • Sage • Emerald • ABC-Clio • BioMedCentral • Project Muse • NISC • Congressional Quarterly • Elsevier Scopus • Google Scholar • And More……… 36

Example: ERIC (EBSCOhost) Export records

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

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View import record 1

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Many databases support direct exporting references to RefWorks 40

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

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 42

RefGrab-It

• 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 web 43

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Right click RefGrab-it link 2 3 Add to Favorities

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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!

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5 6 Select items to be exported

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Manage your References

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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 50

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2 Enter the Folder Name

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3 Access your folders in these places

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

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Subfolder

1 Create Subfolder Select parent folder then enter subfolder Name 2

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 55

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 56

2 Advanced Search 1 Quick Search

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Lookup by Author

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

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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 59

Check for duplicate references

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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 61

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

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References sorted and formatted in APA Style

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

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

拼音

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Exercise

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

Using Write-N-Cite with Microsoft Word

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Using Write-N-Cite to create In-text Citations and Reference List

• Install Write-N-Cite III, which is available from Refworks web-site • You will need to have MS Word installed • 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.

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1 Select Write-N-Cite

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Download & install Write-N-Cite

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

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

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

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1 Search for record

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2 Click the Cite link

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3 Reference code imported in document

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4 Save document 5 Click Bibliography

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6 Select Output Style 7 Click button

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8 In-text citation formatted

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9 Reference list created at the end of document

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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 81

3 Right click to copy 2 1

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5 Save document 4 Paste the citation in document

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

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11 Saved with a new document name

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12 Citations and reference list created in preferred style

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Shared Folders

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  Share your folders with other users Allow exporting shared references into own RefWorks database

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You can share particular folder or whole database to others 88

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

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

Read-only Access

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

Read-only Login

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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 device with your mobile Login with Group Code, Login Name & Password 95

RefMobile

www.refworks.com/mobile 96

Need Help?

• Check it out at the Library RefWorks webpage • Consult Information Counter at the Library 97

Thank You

Ask your Librarian @

  Information Counter Tel: 2948 6653  Email: [email protected]

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