Transcript Managing Your References with RefWorks 2.0

Managing Your References
with RefWorks 2.0
Your personal reference
database @Internet
1
RefWorks
 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 RefWorks account
4
Create/Access your RefWorks account
• Click the RefWorks link at library web site
5
RefWorks Login
Useful Help for RefWorks
6
Remote Access
1.
2.
3.
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. RefWorks User Login for HKIEd
2. Sign up / Login
1
2
8

Sign up for a new RefWorks 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.
10
Input Record Manually
•
Add references to RefWorks manually
1.
2.
3.
4.
5.
References > Add New
View fields used by > e.g. APA 6th
Select Ref Type > e.g. Book, Whole
Enter data
Save Reference
11
1
12
Select Bibliography Style
2
13
… More optional fields
14
3
Select Reference Type
15
4
Enter data
16
5
Save record
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
18
Exercise
• Input data for a book and save the record
Shambaugh, D. (Ed.). (2000). The modern Chinese
state. New York: Cambridge University Press.
19
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.






20
Browse for file to attach
21
22
Indicate record with attachments
23
Scroll down to
see the fields
1. You can add your own comments in
other fixed and 15 user-defined fields.
2. Use “Customize > User Field Options”
to change the field labels
24
Import References from
Databases
25
1
2
26
Steps for import
references from
different databases
27
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
2
1
29
1. Format of List: Full Display
2. Save to Local Disk
3
4
30
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]
31
1
2
3
4
5
6
32
You can also import records from HKALL by the same method
1
2
33
Or you can export the record to RefWorks one-by-one
Export record to
RefWorks directly
34
Exercise
 Go to HKIEd Library Catalogue
 Search for Author = “Hutton, Christopher”
 Save and export all found records
 Import the records to your RefWorks
account
35
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.
36
Databases support direct export of
records to RefWorks:
•
•
•
•
Proquest
EBSCOhost
WilsonWeb
Thompson Gale via
OpenURL Link
• Sage
• Emerald
•
•
•
•
•
•
•
•
ABC-Clio
BioMedCentral
Project Muse
NISC
Congressional Quarterly
Elsevier Scopus
Google Scholar
And More………
37
Example: iSearch (EBSCOhost)
2
1
Export records
38
You’ll be asked to login to
RefWorks if not already
39
View import record
1
2
40
Many databases support direct exporting references to RefWorks
41
Some support indirect exporting references to
RefWorks, e.g. 中國期刊全文數據庫
42
Exercise
• Use iSearch at Library homepage
• Search Keyword = Japanese culture
• Mark 5 records found (including books &
articles) & export to RefWorks
43
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
44
1
45
Right click
RefGrab-it link
2
3
Add to Favorities
46
4
47
Additional information may be found if the
webpage contains other information e.g. DOI,
ISBN, RSS, etc.
5
48
6
5
Select items to be exported
49
Manage your References
50
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
51
1
52
2
Enter the Folder Name
53
3
Access your folders in these places
54
Check the records
4
Select Folder
5
In folder
6
7
Current
folder
55
Subfolder
1
Select parent folder then
enter subfolder Name
2
Create Subfolder
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
56
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
57
1
2
Advanced Search
Quick Search
58
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.
59
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
60
Check for duplicate
references
61
You can check duplicates within a folder/subfolder
1
2
62
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
63
1
Click Bibliography
2
Select Output Style
3
Select Output
Format (Word)
4
Select Folder / All
5 Click to Create
64
References sorted and
formatted in APA Style
65
HKIEd Chinese citation style
(for reference only)
Refer to Citation System in
Student Handbook for details
66
You can change the sorting order of Chinese
references, e.g. pinyin or stroke
Use the Language option to change the
sorting order
e.g. Chinese (PRC) for Pinyin 拼音
2
3
1
67
Exercise
• Create a bibliography for all references
using the APA 6th
68
Using Write-N-Cite with
Microsoft Word
69
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.
70
1
Select Write-N-Cite
71
2
3
Download & install
Write-N-Cite
72
Word 2007:
Write-N-Cite added
in Add-Ins Tag
73
1
Click to open Write-N-Cite
2
Check Always on top
3
Login with your
RefWorks account
74
If you are working
outside HKIEd
network, enter the
Group Code
75
1
Search for record
76
2
Click the Cite link
77
3
Reference code imported in document
78
Save document
4
5
Click Bibliography
79
6
Select Output Style
7
Click button
80
8
In-text citation formatted
81
9
Reference list created at the end of document
82
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
83
1
3
Right click to copy
2
84
5
Save document
4
Paste the citation in document
85
6
7 Select Output Style
8
9
Check Format
Paper option
Browse for saved document
10
86
11
Saved with a new document name
87
12
Citations and reference list created in preferred style
88
Shared Folders
89


Share your folders with other users
Allow exporting shared references into own RefWorks
database
1
2
You can share particular
folder or whole database
to others
90
Check your
Share options
Use the URL to share
the folder to others
91
Shared references can
only be viewed and
exported but no editing
is allowed
92
Read-only Access
93
1
94
2
Enter a read-only password
The read-only password allows the user
to view your entire RefWorks account,
but no changes is allowed
95
Read-only Login
96
RefMobile
 Version of RefWorks for mobile and smart phones,
iphone, PDAs and any other internet accessible mobile
devices
 View, search, add/remove references, manage folders
and add notes
 Go to www.refworks.com/mobile with your mobile
device
 Login with Group Code, Login Name & Password
97
RefMobile
www.refworks.com/mobile
98
Need Help?
• Check it out at the Library RefWorks webpage
• Consult Information Counter at the Library
99
Thank You
Ask your Librarian @
 Information Counter
 Tel: 2948 6653
 Email: [email protected]
100