How to Guide:
Step-by-Step introduction on how to
Manage your References
Pavlinka Kovatcheva, Sciences Librarian
Library training instruction for Sciences users
Training Outline
• Quick overview of the Sciences
Librarian Portal & Databases and
additional Resources & Services
• Brief Overview of RefWorks
• Access and how to use RefWorks &
Write-N-Cite
• Practical Exercise
UJ Sciences Librarian Portal
http://ujsciencelibrarian.pbworks.com/
Brief Overview
What is RefWorks?
RefWorks is web-based bibliographic software package that enables
you to:
• Organize your research
• Include citations while you write your paper
• Import references from online databases, web pages, text files, other
bibliographical managers, manually)
• Build a bibliography in a variety of formats (e.g. Harvard, APA etc.,
format collection from different journals)
• Create bibliographies in different document formats (Word, RTF,
HTML, etc.)
How can I import results of searches into RefWorks?
• After you perform a search, the results of your searches can be
exported directly to RefWorks, so you don’t have to download or email them.
What can you do with RefWorks?
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Create an individual account
Direct export of references into RefWorks
Manually entering references
Create folders
Search online catalogues
Importing data directly & from saved files
Format a bibliography from list of references
Write –N-Cite Paper
Advantages of RefWorks
Import citations from many library databases
Let you store and organise your citations
Access anywhere within an Internet connection
Can re-format citations from one style to another
(APA,MLA,CHICAGO)
• No limit on number of citations
• Deal easy with duplicate references
• References list can be sorted in various way for
your convenience
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From which databases can I import
references to RefWorks?
ACS Publications; BioMed Central; BioOne; CABI
databases; CSA databases; EbscoHost
databases; Engineering Village 2; Scholar
Google; HighWire; IEEE Xplore; ProQuest
databases; Science Direct; Silver Platter Platform
databases; Thomson Gale databases; Wilson Web,
etc.
GETTING STARTED WITH
REFWORKS
Access to RefWorks:
1. UJ Library web page
2. UJ Sciences Librarian RefWorks Support web page
3. Direct RefWorks access
Group login
Create individual account
Step-by-step RefWorks features
Write-N-Cite
FAQ
Access point (1): Library web page
http://www.uj.ac.za/library
Access point (2): RefWorks support page
http://ujsciencelibrarian.pbworks.com/RefWorks-Support
Access point (3): Direct RefWorks
http://www.refworks.com/refworks
Ask your
librarian for
the Group
code to
login
You can now
sign up for an
individual
account, or
login if you are
already
registered
Sign up for an individual
account
Welcome to RefWorks!
Now, you are
ready to
start building
your own
database of
references
Need help?
Click on
Tutorial
If you are ready to LOAD REFERENCES into
RefWorks ~ keep this page open
RefWorks: Tutorials
http://www.refworks.com/tutorial/
RefWorks at a Glance
RefWorks: (1) References
• Add new Reference: You can
manually add a new reference
• Import: Add references from
data vendors as a text file or
copy/ paste
• Export: Use your references
with other software or share
with another RefWorks user
• Organise folders: Create,
Rename & Delete folders
• Backup/Restore: Create a
local copy of your RefWorks
database
RefWorks: (2) Search
• Advanced: Search
Specific fields and specific
combination of terms
• Alphabetical listing of your
References by Author,
Descriptor &
Periodical/Journal
• Online Catalogue or
Database: Search and
export from library
catalogue
• RSS feeds: Display and
import records from RSS
feeds
RefWorks:
(3) View - Folder
Folder: View all the references
in a specific folder
• Last imported: Locate most
recently imported references
• References not in a folder
• Deleted References: Locate
recently deleted references
• Your folders: view your
individual folders’
RefWorks: (3) View (continues)
• Folder (previous slide)
• Saved Search Results
• All references: Display all
the references in your
database
• My List: Displays all
references in my list
• Duplicates: View all
possible duplicates in your
database
• RefWorks shared area:
View posted folders or
databases for your institution
RefWorks: (4) Folders
Organise your references
by using folders
• Create new folder
• View
• Organise folders:
Create, Rename &
Delete folders
You can create folders either:
• Share folders: share
• as you start exporting
references from a database
references in a folder of
•OR before you start selecting
a database
references
RefWorks: (5) Bibliography
Select preferred Reference Style:
American Geophysical Union Journal
such as: Geophysical Research Letters
Preferred Reference style: AGU
Create a Bibliography for References
Reference list in UJ Harvard style
RefWorks: (6) Tools
Getting Your References into Word and writing your research
• Write-N-Cite
To use RefWorks in writing
your research:
- Click on Tools and then
- Click on Write-N-Cite.
Write-N-Cite will download
and become a toolbar in
Word. You will use this
toolbar as you are typing
your research.
What is Write-N-Cite and what does it do?
Write-N-Cite is a feature which allows you to
• Access your references in RefWorks while working
within Microsoft Word.
• You can insert citation placeholders in the text and
add a bibliography to the end of the document.
• Both will be properly formatted based upon only
those references that have been inserted into your
Word document.
• Write-N-Cite bridges your paper and the citations
you store in your RefWorks account
Write-N-Cite: Download
Write-N-Cite: MS Word icon
When you are ready to type your research,
you will be using the Write-N-Cite icon
installed in Word.
This is what the Write-N-Cite page looks like. You can cite a
reference and it will be added to your Word document, as well
as add a bibliography at the end of you research report.
Writing & Citing
Since we want to add a citation, I will click
on Cite at the reference I want to add.
• Type your research
as you would
normally and when
you are ready to
add a citation
• Click on the WriteN-Cite icon ~ the
RefWorks log-in
page will be
displayed
• You need to be
login to RefWorks
via Write-N-Cite
Writing & Bibliography
Your Research Papers after Write-N-Cite
SCIENCE DIRECT DATABASE
DIRECT EXPORT TO REFWORKS
Search Science Direct
Science Direct: Search Results
How to export to RefWorks?
• Select the relevant
references
• Tick in the box
• Click on
Export citations
• Select from
Export Format:
• Click on:
• Need more
information on
RefWorks?
Click on:
RefWorks: FAQ’s
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Where are my references stored?
Your database of references is stored on the RefWorks server. You can access them from
anywhere by using your personal username and password
I'm working on a group project. Can we share a RefWorks account?
Yes. RefWorks does not limit the number of accounts you create. Every account can have two
types of access - full and read-only. RefWorks also offers an add-on module called RefShare that
allows for sharing of a folder as well as a database.
I prefer to write my paper off line. Can I print out a list of references with RefIDs and how
do I manually insert the citations in the text?
Yes. You can print a list of your references for use off-line. Detailed instructions are available in
the RefWorks online help.
How many references can I store in RefWorks? Is there a limit?
You may save an unlimited number of references within your RefWorks account.
How many folders can I create in RefWorks? Is there a limit?
No. There is no limit to the number of folders you can create within your RefWorks account.
How do I back up my references?
RefWorks offers a backup and restore feature that allows you create a file you can save to your
computer and then restore if necessary. RefWorks also backs up all servers several times daily. If
you need to view or move your data, we recommend using the Export option in RefWorks.
Go to http://www.refworks.com/content/path_learn/faqs.asp for more FAQ’s
New RefWorks in 2011
Questions?
Pavlinka Kovatcheva
E-mail: pkovatcheva@uj.ac.za
Tel: 011 559-2621
UJ Sciences Librarian Portal:
http://ujsciencelibrarian.pbworks.com/FrontPage
Slideshare presentations:
http://www.slideshare.net/pavlinka163/presentations