RefWorks: A STUDENT GUIDE Need help after the workshop? You can contact: Mary Evangeliste evangelistem@u.library.arizona.edu Vicki Mills millsv@u.library.arizona.edu What is RefWorks? It’s a bibliographic citation manager with which to access and organize citations to books, journal articles and other materials. RefWorks can also keep links to full-text articles, when the articles are available full-text. RefWorks can be used to quickly and painlessly create bibliographies and to format your paper in a variety of citation formats. This handout will remind you how to: Import bibliographic citations into RefWorks and sort into a folder Import specific records from different databases and the online catalog Create a bibliography from a folder Use Write-N-Cite to format a paper in a specified citation style, enter citations in the appropriate places in your paper, and append a bibliography RefWorks and browser compatibility RefWorks will work with Internet Explorer and any Mozilla-based browser (Mozilla, Netscape, and FireFox). RefWorks recommends using Firefox over Safari. It will not work with many versions of older browsers. For IE users, the browser version must be 4.0 or higher. To Find RefWorks select Article & Database Searching from the UA Libraries’ front page. Then select “R” for RefWorks. Click on the RefWorks link or go to http://www.library.arizona.edu/search/articles/dbfind?shortname=refworks You can use Refworks anywhere in the world RefWorks is a subscription-based tool, and the UA Libraries holds the subscription. If the user login DOESN’T say “University of Arizona Library,” then you’re in the wrong place (!). Once you have your RefWorks account, you can access it from anywhere in the world with an Internet connection and your password! Two things to remember 1. When accessing your RefWorks account away from the UA, you MUST first go to the UA Library’s home page (http://www.library.arizona.edu). Then click on “Article and Database Searching,” then “R” in the alphabet at the top of the page, then “RefWorks.” If you don’t, you won’t be able to log on because RefWorks will not recognize you as an authorized UA user. Copyright ©2004-2006 by Olivia Olivares and Arizona Board of Regents All rights reserved 1 2. If you should leave the UA after you’ve registered (whether because you’ve graduated, because you’re transferring to another school or you’re just taking a break from school), you can still have access to RefWorks if you pay a $60.00 subscription fee to RefWorks. Review of toolbar features “References”: “Add New Reference” – used to manually add a citation to a RefWorks folder. “Import” – used to import citations from an online database to RefWorks. “Import EndNote V8 Database” – used to merge a database created with EndNote into RefWorks “Export” – lets you export your references from your RefWorks database to other software packages, i.e. RefWorks to EndNote. This also allows you to export your references to a word processing file so you can work with your references offline. “Organize Folders” – lets you organize your RefWorks folders. This option is also available from the “Folders” option in the toolbar. “Backup/Restore” – lets you create a backup CD or diskette of a RefWorks database or store separate (i.e., outside of RefWorks) copies of RefWorks folders on the computer’s hard drive. “Search”: Copyright ©2004-2006 by Olivia Olivares and Arizona Board of Regents All rights reserved 2 “Advanced;” “Lookup by Author;” “Lookup by descriptor;” “Lookup by Periodical” These options let you search within the database that you create in RefWorks. In other words, you can do a search for a citation that you’ve previously stored in your RefWorks database. These options will not perform a search in the UA Library’s catalog. “Online Catalog or Database” – lets you do a keyword search in online library catalogs for additional references or resources. Use this option if you’d like to search the UA Library’s catalog through RefWorks. This option will perform a simple keyword search only. It will not perform combined author/title searches, allow you to limit your search by format, date or location, or put any sort of parameters on your search. If you want to perform more complex searches than a simple keyword search, try searching the catalog directly (not through RefWork), then exporting the results into RefWorks. “RSS Feed” – an option available in combination with PubMed, an online database. For more on this, please speak with your subject specialist/librarian. “View”: “Folder” – lets you to see two options: any references you imported to RefWorks during your present, active session (in other words: the last, most recently imported references), and any references not sorted into a folder “All References” – lets you see any references imported to RefWorks at any time, either during the present session or during previous sessions “My List” -- allows you to add records to a temporary folder for use during a RefWorks session. Any citations imported to a RefWorks folder will now have an “Add to my list” option. You can add citations from RefWorks folders to a list in a temporary folder for use during your RefWorks session. This folder will disappear when your RefWorks session has concluded. “Duplicates” – lets you search in your RefWorks database for folders that are precisely or even just substantially similar. This keeps you from storing repeat citations in your bibliography. Copyright ©2004-2006 by Olivia Olivares and Arizona Board of Regents All rights reserved 3 “Folders”: “Create New Folder” – RefWorks can organize your citations into categories, called folders. You can label the folders and store citations in them. Use this function to create a new folder for a desired category of citations. “View” – “Last imported” – a list of the citations imported during your last session with RefWorks “References Not in a Folder” – references retrieved in RefWorks that have not been sorted into a folder “Organize Folders” – rename, delete and sort whole folders “Bibliography”: Choose a citation format with which to organize your citations, and generate a bibliography. Citation format choices include APA, MLA, Chicago Manual of Style, and many others. You can also format a paper, and format a list of references into a bibliography. NOTE: this particular function only works with Word for Windows 2000 or later, and for Word for Mac 98 or later. It will also format a bibliography for HTML, RTF and text (Notepad, for example). Earlier versions of Word will not interface with this tool. Copyright ©2004-2006 by Olivia Olivares and Arizona Board of Regents All rights reserved 4 “Write-N-Cite” Write-N-Cite is a utility that allows Microsoft Word and Internet Explorer users to easily create citations in a Word document. It is already installed on UA Library Information Commons computers. To download and install Write-N-Cite to your own computer, please log into your personal Refworks account and then click on “tools” at the top of the window. You should see Write-N-Cite option there. For more information about this tool, including compatability requirements, please go to http://www.refworks.com/Refworks/help/Refworks.htm#Using_Write-N-Cite.htm Off-campus users UA RefWorks users not using the UA campus VPN must use the WNC Proxy Configuration Utility in order to use Write-N-Cite from off campus (this is included in the Write-N-Cite software download): Windows PC: From your computer's Start Menu select Programs and RefWorks Select the WNC Proxy Configuration Utility Enter this Proxy Server URL in the box: http://ezproxy.library.arizona.edu/login?url=https://www.refworks.com/Refworks/?WNC=tr ue Click OK The next time you open Write-N-Cite, you will be prompted to enter your last name and CatCard number in addition to your Refworks login. Note: Windows ME users must install VPN to use Write-N-Cite from off campus. Mac OSX: Open Write-N-Cite On the menu bar at the top of the screen, click on Write-N-Cite, then Preferences Click on the Proxy tab In the box, enter: http://ezproxy.library.arizona.edu/login?url=https://www.refworks.com/Refworks/? WNC=true Click OK Close Write-N-Cite, then restart it for this proxy configuration to take effect. Once you have done this, you will then be prompted to enter your last name and CatCard number in addition to your Refworks login. Excerpted from RefWorks FAQ found at http://www.library.arizona.edu/help/tutorials/refworks/index.html#q7 Copyright ©2004-2006 by Olivia Olivares and Arizona Board of Regents All rights reserved 5 “Tools”: “Write-N-Cite” – a smaller, modified version of RefWorks with which you can format a paper, insert citations in appropriate locations and using specified citation formats, and append bibliographies “Backup/Restore” – use to create backups of a RefWorks database on diskette, CD or the hard drive of a PC; can also be used to retrieve deleted citations “Import EndNote V8+ Database” – use to merge a database created with EndNote into a RefWorks database “Export References” – can be used to share the citations in your RefWorks database with other RefWorks users “View Duplicates” – use to sift out accidentally duplicated citations in one’s RefWorks database “Preview Output Style” – gives you a preview of what citations and bibliographies will look like in a particular format when included in a paper “Language” – RefWorks is available in English, Spanish, French, Mandarin, Cantonese, Japanese and Korean “Customize” – a number of ways to customize RefWorks for your own uses are available here; however, these require some experience with RefWorks. Consult your subject specialist for more on the subject. Copyright ©2004-2006 by Olivia Olivares and Arizona Board of Regents All rights reserved 6 “Help”: “Tutorial”: a series of short (30 seconds to 4 minutes) Flash presentations that go over aspects of RefWorks, along with links to PDF documents that you can print for future reference. You’ll also see a link to a tutorial for RefShare, a utility that allows you to “trade” citations with other RefWorks users and create shared databases that you can use with a team of writers. Unfortunately, RefShare is available only by individual or institutional subscription, and the University of Arizona Libraries does not subscribe to RefShare. “Help”: takes you to a large, detailed reference guide to RefWorks. Before asking the librarians for help, take a look at the Help section. Chances are good you’ll find the answer to your question there. “Write-N-Cite help”: Write-N-Cite is a utility that allows Microsoft Word and Internet Explorer (Windows only) users to run an abbreviated version of RefWorks in their word processor. This is what you’ll use to enter citations into your papers, format said papers and append bibliographies, endnotes or reference lists to your papers. “Quick Start Guide”: a .pdf with basic instructions on how to use RefWorks. You might want to print out a copy for future reference. “Request”: This will take you to advanced tools for RefWorks use. This tutorial does not cover those uses; consult with your librarian. “Contact Us”: contact the folks at RefWorks for assistance, questions, et c. They’re very nice and eager to help; however, it’s better to consult the librarian first so that you can get some hands-on instruction and assistance. RefWorks Student Guide created by Olivia Olivares olivareso@u.library.arizona.edu (520) 621-4869 Copyright ©2004-2006 by Olivia Olivares and Arizona Board of Regents All rights reserved 7