TEMPLEMAN LIBRARY
INTRODUCTION TO REFWORKS
Ben Watson and Anna Miller
What is RefWorks?
• RefWorks is a sort of online filing cabinet which
stores, maintains and manages your references
• A software attachment (Write-N-Cite) helps to
output your references and bibliographies in the
correct format
• RefWorks is web based and accessible from any
internet connection
• Write-N-Cite is ready to be activated on university
managed PCs but requires local installation on
personal PCs and laptops
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Accessing RefWorks
• Go to Resources > Reference management
• Click on Log into Refworks
• Don’t forget that you always access your
account via “My institution’s credentials
(Shibboleth)”
• Scroll down to University of Kent
• Bookmark RefWorks help pages
– especially Support and training
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Adding records to RefWorks
• Adding records is by one of three methods :
1.
2.
3.
Manual creation by completing a form
Importing via a file (eg for Zetoc records)
Direct export (for most journal indexes and the library
catalogue)
• Most databases will have an ‘Export to
Reference Manager’ option
• For manual additions
• Make sure the style and type of record are correct
• Hover over field tags to see how to enter data
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Using RefWorks
• Find out how to
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create a new folder
put references into folders
move them between folders
edit and delete references
use the personal notes field
search within RefWorks
use the Organise and share folders tab to
• create sub folders
• rename, delete and clear folders
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Installing RefGrab-IT
• On a UoK Student Managed Desktop using IE or Firefox
– Log into your RefWorks account
– Click on Tools > RefGrab-IT
– Click on the RefGrab-It bookmarklet Install information
• You can only install the bookmarklet version on the Favorites bar
on a Student Managed PC
• Follow instructions clicking on the RefGrab-It link at the bottom
right of the grey box
– Select Add to Favorites
• Answer ‘Yes’ to any security warnings
• In the Add a favorite box, select Favorites Bar in the Create in box
and then click Add
– Close and then restart your browser to see and use the
RefGrab-It tab
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Using RefGrab-It
• RefGrab-It captures references for web pages
• To use, click on RefGrab-It bookmarklet when viewing your page
– On the screen which appears, select your reference then click on
Import
– You may then be prompted to log into RefWorks
– Your new reference(s) should be in the Last Imported folder
• It only captures html and variations
– not PDF files
• Improve functionality by switching off the Pop up blocker on your
browser
– Browser tools > Pop up blocker
• RefGrab-It does not work well with Chrome or Safari
– use FireFox
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Write-N-Cite
• Write-N-Cite
– inserts footnotes
– compiles your bibliography in the correct format
• Installing Write-N-Cite
• first time only
• automatically available for activation on campus PCs (student managed
desktops)
• you will need to load it separately on all your own devices and they will
all need a version of Microsoft Word
• instructions for activation on student managed desktops on next slide
• for your own devices see relevant instructions at Resources >
Reference management > RefWorks > Write-N-Cite
• If you make changes to your RefWorks folders and records
don’t forget to click on Sync my database in Write-N-Cite
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Activating Write-N-Cite
• On a student managed desktop
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Log into RefWorks
From the Tools menu (top bar) select Write-N-Cite
Copy the login code
Open Word and click on RefWorks tab
Click on login on the Refworks toolbar and paste in
the login code
– In future you just open a Word document and click on
the RefWorks tab for the full menu
– If the RefWorks tab is not installed, repeat above
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Your references
• To view references in a selected style
– Click on Customise (red tab at top right) to change
the format (eg to Kent Harvard)
• Deleted references go to the Deleted
references folder for 30 days
– Click on the View menu to see and restore them
• Imported records will maintain links to the full
text
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References – good practice
• Check your references on import
– Edit out any extra ; ,
– Check against the style guide to make sure they
are in the correct format
• Style guides available from http://www.kent.ac.uk/ai/
• When you import a new batch of references,
always go into the Last imported folder
immediately and move them to the correct
folder
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Tips
• Importing references from Google Scholar
– On the GS main page click on Settings >
Bibliographic manager > RefWorks
– This will provide an Import to RefWorks option for
each reference
• Compiling bibliographies
– Use the Create bibliography tab to compile
bibliographies from each of your folders
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Personal notes
• The Personal notes field of a reference is
searchable
– Use well thought out keywords to maximise this
facility
– To search it follow Search > Advanced and select
Personal notes in the Search field box
– When you see your results, click on
– You will see your search term(s) highlighted in the
reference
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