Transcript Document

Jean Phillips
Schwerdtfeger Library
Space Science and Engineering Center
University of Wisconsin-Madison
November 2005
RefWorks Basics
• Creating accounts and folders
• Adding references (manually &
electronically)
• Sorting, editing
• Creating a bibliography
• Using Write-N-Cite
• Using RefShare
Creating a RefWorks Account
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Login to RefWorks <http://www.refworks.com>
Click on Sign Up for an Individual Account
Enter required information (login & password)
Click on Register
Login to RefWorks
Creating Folders
• Select Create New Folder from Folders
drop down menu
Name Folder
View Folder List
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
Select Style and Folder
Enter Data and Save
Journal Abbreviations
• AMS journal abbreviations can can be
found in Appendix C of their Author’s
Guide
• For abbreviations not listed in Appendix C,
see Chemical Abstracts Core Journals which
serves as the standard reference
View Folder Contents
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.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
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
Perform Search in MGA
Mark or Select All Records and
Export to RefWorks
(Only records for Published Works will be processed)
Records Imported to Last
Imported Folder
View Last Imported Folder and Put in
Folder: urban heat island(2)
Moving Citations from Web of
Science into RefWorks
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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
Search, Mark Records,
Submit Marks
Select Fields to Export and Save to
File as “Field Tagged”
File Saved to desktop as
savedrecs.txt
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.
Select Import Filter/Data Source,
Database, Folder and File
Records Imported to Last
Imported Folder
View Last Imported Folder
Move “All in List” to Correct Folder
and Remove Records from Last
Imported Folder
View “urban heat island(2)” Folder
202 records
Records Retain
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Links
provides link to full-text journals
where the campus has a license, otherwise,
links to MadCat search for location
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
View Folder and Sort By
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
Global Edit
Review Changes: urban heat
island added to Descriptor Field
• 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
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
Browse by Author
Search Using Search RefWorks
• Enter a single term or phrase in
• Searches entire database
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
Advanced Search
Search Results: 2004, by Author
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
Format Bibliography
Download Bibliography and Save
to Disk
Open Bibliography in Word
Using Write-N-Cite
• Under Tools menu, select Write-N-Cite to download plugin
• 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
Install Plug-In for Windows or Mac
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
• 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
Select Folder in Write-N-Cite
Select ‘Cite’
Create Document in Word and
Save as .doc
Select Bibliography within
Write-N-Cite, Select Ouput Style
Create Bibliography
Open ‘Final’ Version
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
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
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)
Read-only Password
Export RefWorks Citations
• From References drop-down menu, select
Export
• Choose all references or specific folder
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
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
Shared Folder/Permission Options
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
Lookup Periodical Title and
Select Title to Edit
Periodical Title: Global Edit
Periodical Title Abbreviated in all
Selected Records
Recap
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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
Find this presentation at:
http://www.ssec.wisc.edu/library/teaching/refworks_fall_2005.htm
E-mail: [email protected]