LINGNAN UNIVERSITY LIBRARYFEB 2011

LCE102 Library Workshop: Using RefWorks

http://www.library.ln.edu.hk/help/classes/2011/spring/powerpoint/

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Outline

1. What is RefWorks?2. Create a RefWorks Account3. Adding Data to Refworks4. Organize Records into Folder5. Create a Bibliography:

Reference List by Bibliography

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What is RefWorks?

In short, RefWorks is a web-based software that helps you organize your citations and prepare your reference list / bibliography: Create a personal database online Import citations automatically from Library

catalogues, online databases or web pages you find on the Internet

Organize and manage references Generate in-text citation, bibliography or reference list

in the citation style of your choice, including APA, MLA, Harvard, Chicago style and more

Use it anytime, anywhere, any devices where there is internet access.Use it anytime, anywhere, any devices where there is internet access.

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First Time User: Create Your RefWorks Account

1. Library Home Page E-Resources RefWorks Icon (http://www.library.ln.edu.hk/cgi-bin/luaccess?dbname=refworks )

2. Click Signup for an Individual Account on the Left Panel

3. Fill in required information – Must use Lingnan Email address

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Create an Account

On-site register for a RefWorks account

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On-site register for a RefWorks account

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Group Code

Off-campus access RefWorks requires Group Code. •It is emailed to you when you set up your account;•Or get it at Library web page: http://www.library.ln.edu.hk/eresources/refworks/group_code.html

Adding Data to RefWorks

Direct Export from Library Catalogue or online databases

Import Filter (Copy–and–Paste)RefGrab-it Adding Web pagesCreate Records Manually

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Direct Export -- Library Catalogue

Use the Export to RefWorks button at the full display of a library record:

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Major E-Resources withDirect Export Function

ProQuestEbscohostEmeraldJSTORCSA (AgeLine, PsycInfo, Sociological

Abstracts, ERIC, LLBA, MLA, Philosopher’s Index, PsycARTICLES, etc.)

LexisNexis AcademicScienceDirectGoogle Scholar

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Direct Export -- LexisNexis (1)

At the result list or article display screen in LexisNexis Academic, look for the icon for Direct Export to RefWorks

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Direct Export -- LexisNexis (2)

If you have already logged in to RefWorks, the results from LexisNexis Academic will be immediately transferred to RefWorks, otherwise, you will be asked to log in.After import is completed, enter LexisNexis Academic as Database, type http://www.lexisnexis.com/ in Links field and today’s date under Retrieved Date; then click Edit Fields.

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Direct Export – LexisNexis (3) (Global Edit)

Now click View Last Imported Folder and select Global Edit

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Direct Export – LexisNexis (4) (Global Edit)

Select Source Type under Field to Add Data. Then choose All in List , set Change Field To as Electronic and click Add

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Direct Export -- ProQuest

1. At the Search Results in ProQuest, select which citations to keep by marking the check boxes

2. Click Export 3. Choose Export directly to RefWorks4. If you have already logged into RefWorks, the

selected ProQuest records will be imported to RefWorks immediately; if you haven’t logged in, you will be asked to login first.

5. Under “Globally Edit Fields for Imported References”, add the name of the database (e.g. ABI/Inform or Academic Research Library) and also today’s date (for APA Style, enter month, date and year: e.g. 27/01/2011) and then click “Edit Fields”

6. Then click “View Last Imported Folder” and select “Global Edit”

7. If you are using online full text, then change the Source Type to electronic (follow the last steps in the LexisNexis session above); if you need to get the full text from print copy, there is no need to change the Source Type

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Direct Export -- ProQuest

Select references and then select Export

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Direct Export -- ProQuest

If not already logged in, you will be prompted to do so before exporting citations into your

RefWorks database

If not already logged in, you will be prompted to do so before exporting citations into your

RefWorks database

Click Export directly to RefWorks

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Direct Export -- ProQuest

Export References to RefWorksExport References to RefWorks

Each asterisk represents each reference exported.

Each asterisk represents each reference exported.

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Major E-Resources with Import Filters (Copy-and-Paste)

Global Books In PrintGrove Art OnlineGrove Music OnlineOxford Music OnlineIngenta中國期刊網

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Import by Copy-and-Paste -- Multiple Records from Library Catalogue (1)

1. Search Library Catalogue by keywords / subject / author / title, etc.

2. Save multiple records on results list or Mark individual records on single record display

3. Click Marked List button to view previously saved / marked records.

4. Choose MARC Format and Output to Screen5. Click Submit button6. Ctrl-A to select all; Ctrl-C to copy to

clipboard

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Import by Copy-and-Paste -- Multiple Records from Library Catalogue (2)

6. Now Switch to the RefWorks Session (or open a new window and login to RefWorks)

7. Select References Import8. Select Import Filter/Data Source =

MARC Format9. Select Database = All MARC Formats10. Select Import Data from the following

text and paste (Ctrl-V) the clipboard contents to the input area below

11. Click Import

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Import by Copy-and-Paste -- Multiple Records from Library Catalogue

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Import by Copy-and-Paste -- Multiple Records from Library Catalogue

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Add Web Pages to RefWorks -- RefGrab-it (1)

RefGrab-it is a plug-in to be installed to your web browser. It helps to gather web page information to RefWorks. It’s available under Tools after you login to RefWorks

Installation and instructions: http://www.refworks.com/Refworks/BookMarklet.asp http://www.refworks.com/RWSingle/help/

Using_RefGrab-It_to_Capture_Web_Page_Data.htm

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1. Download RefGrab-Itwithin RefWorks under the Tools pull-down menu.

2. Right click on RefGrab-It to bookmark link.

3. Select Add to Favorites

Add Web Pages to RefWorks -- RefGrab-it (2)

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Add Web Pages to RefWorks -- RefGrab-it (3)

A hot-link appears after the RefGrab-it link is installed. To cite a particular web page, first open it in the web browser and then click the RefGrab-it button. A separate window will pop up. Click the Import button to transfer the information to RefWorks.

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Create Records Manually

1. At RefWorks Menu References Add New Reference

2. Choose the desired output format in View fields used by (e.g. APA style)

3. Choose Ref Type (e.g. Web Page, Journal, Book, etc)

4. Type in the citation information and click “Save Reference”

5. Click on the Green check mark next to the field names to view the meaning of the fields and required input format

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Organize Records into Folders

The Folders option is located at the menu bar below the Refworks Logo at the upper left screen

Under Folders, create your new FolderView All References or Last Imported

Folders; Select the records you want and use the Put in Folder option to store the selected records in the desired folder

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Create a Folder28

Create a Folder

You can create a number of different folders to organize your references

You can create a number of different folders to organize your references

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Create a Folder

A folder icon will be shown to notate which folder each reference is located in.

A folder icon will be shown to notate which folder each reference is located in.

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Create a Bibliography

1. Select Bibliography2. Select desired style from the Output Style drop-

down menu3. Click the radio button of Format a Bibliography

from a List of References4. Select desired format from the File Type to

Create drop-down menu. 5. Click the radio button next to All References or

References From: and select the desired folder from the drop-down menu

6. Click Create Bibliography7. NOTE: if the bibliography does not pop up in a

new window, read the instructions. Look for and click the link called Download it

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Create a Bibliography

Select Bibliography from the toolbar.

Select Bibliography from the toolbar.

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Create a Bibliography

Choose Output StyleChoose Output Style233

Create a Bibliography

Select File TypeSelect File Type334

Create a Bibliography

Select Folder and Create Bibliography

Select Folder and Create Bibliography

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Select references to include. Then, click the ‘Create Bibliography’ button.

Select references to include. Then, click the ‘Create Bibliography’ button.

Create a Bibliography

View BibliographyView Bibliography536

Helps and Tutorials

http://www.library.ln.edu.hk/eresources/refworks/#help

Information Desk: 2616-8571 REFSTAFF@LN.EDU.HK

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Q & A

Thanks

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