LINGNAN UNIVERSITY LIBRARYOCT 2012

LIB170: Using RefWorks1

http://www.library.ln.edu.hk/services/library-workshops/handouts

Outline

1. Introduction: Academic Writings and Citation Styles

2. What is RefWorks?3. Create a RefWorks Account4. Adding Data to Refworks5. Organize records into Folder 6. Create a Bibliography: Reference List by

Bibliography

2

Academic Writings and Citation Styles

In academic writing, whenever we use someone else’s works, ideas, theory, quotes, methods, data, etc. we must cite the original source

Citation styles are the rules that govern on how we format these citations

There are many different citation styles set up by different academic bodies or publishers. The most commonly used ones include the APA style, MLA style and the Chicago style

3

Examples of Different Citation Styles

APA Style Sample Chen, L.H. (2007). Choosing Canadian graduate

schools from afar: East Asian students’ perspectives. Higher Education, 54(5), 759-780.

MLA Style Sample Chen, Liang Hsuan. "Choosing Canadian Graduate

Schools from Afar: East Asian Students’ Perspectives." Higher Education 54.5 (2007): 759-780

Citation Builder http://www.lib.ncsu.edu/citationbuilder/

4

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

5

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

First Time User: Create Your RefWorks Account

1. Library Home Page Databases RefWorks Icon (http://proxy1.library.ln.edu.hk:2048/login?url=https://www.refworks.com/refworks2/?r=authentication::init&groupcode=RWLingnanUL)

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

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

6

Create an Account 7

On-site register for a RefWorks account

Group Code 8

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/find/refworks-group-code

Adding Data to RefWorks

Direct Export from Library Catalogue,1-Search and online databases

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

9

Direct Export -- Library Catalogue10

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

Last Imported Folder

The imported data will be first placed in the last imported folder.

This folder only contains the latest imported records.

All previously imported records are stored in the databases but not associated with any folders.

11

Major Databases withDirect Export Function

LexisNexis AcademicEBSCOhost 1-Search ProQuest (including LLBA, MLA,

Philosopher’s Index, PsycARTICLES, PsycINFO and Sociological Abstracts, etc.)

EmeraldJSTORScienceDirectGoogle Scholar

12

Direct Export -- LexisNexis (1)

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

13

Direct Export -- LexisNexis (2)14

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, click the Edit Imported References. •Enter LexisNexis Academic as Database, type http://www.lexisnexis.com/ in Links field; then click Save Changes.

Click OK to confirm adding data to Electronic Source Related Fields in reference(s).

Direct Export -- LexisNexis (3) (Global Edit)

15

Now click View Last Imported Folder and select Global Edit icon.

Direct Export -- LexisNexis (4) (Global Edit)

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

16

17

Direct Export -- LexisNexis (5) (Global Edit)

Click OK to confirm adding data to Source Type in reference(s)

A “Completed” message box will be displayed on the bottom right hand corner of the screen. Finally, you can click the “X” icon to close the Global Edit.

Type "EDIT ALL" in the box and then click Edit References to confirm that you wish to edit all references.

Direct Export -- EBSCOhost

1. Perform a search in EBSCOhost.2. At the Search Results, select which citations to keep by

clicking on the “Add to folder”3. Click on the “Folder” link on the top and check “Select all”4. Click Export 5. Choose Direct Export to RefWorks and click Save6. If you have already logged into RefWorks, the selected

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

7. Under “Edit Imported References”, add the name of the database (e.g. Academic Search Premier or Business Source Premier) and then click Save Changes

8. Click OK to confirm adding data to Electronic Source Related Fields in references

9. Then click View Last Imported Folder and select Global Edit10. 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

18

Direct Export – 1-Search

Perform a search in 1-Search At the Search Results, select which citations to export by clicking on

the “save this item” icon After you have chosen all the items you want to export, click the

“Saved Items x link” at the button of screen A new box will open, click RefWorks If you have already logged into RefWorks , the selected 1-Search

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

Then click View Last Imported Folder and select Global Edit 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

19

Exercise

Go to Academic Search Premier (EBSCOhost)

Find DatabasesAcademic Search Premier (EBSCOhost)

Conduct a search: (ebook or etext) and ipadMark 3 records found and export to Refworks

20

Major Databases with Import Filters (Copy-and-Paste)

Global Books In PrintGrove Art OnlineGrove Music OnlineOxford Music OnlineIngenta中國期刊全文數據庫

21

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

22

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 From Text9. Select Import Filter/Data Source = MARC

Format10. Select Database = All MARC Formats11. Paste (Ctrl-V) the clipboard contents to

the input area below12. Click Import

23

Import by Copy-and-Paste -- Multiple Records from Library Catalogue (3)

24

1

2

3

Import by Copy-and-Paste -- Multiple Records from Library Catalogue (4)

25

1

2

3

4

Import by Copy-and-Paste -- Multiple Records from Library Catalogue (5)

26

1

2

3

4

5

6

Exercise

From Lingnan Library Catalogue Search for Author “Hill, Anita”Mark, save and export all found recordsImport the records to your RefWorks account

27

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/refworks2/help/

refworks2.htm#Using_RefGrab-It_to_Capture_Web_Page_Data.htm

28

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

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

3. Click on Bookmark This Link.

29

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

Add Web Pages to RefWorks -- RefGrab-It (3)30

• To cite a particular web page, first open it in the web browser and then click the RefGrab-It link. A separate window will pop up.

• Select the reference and click the Import To RefWorks button to transfer the information to RefWorks.

Input Records Manually

1. At RefWorks Menu References Add New 2. Choose the desired output format in Fields used

by (e.g. APA style)3. Choose Reference Type (e.g. Web Page, Journal

Article, Book Whole, etc.)4. Type in the citation information 5. Move the mouse cursor to the field names to

view the meaning of the fields and required input format

6. Click “Save Reference”

31

Input Records Manually: Author format

Surname (last name) first, followed by a comma, space and the first name(or first initial follow by a period)

Each author name must be separated by a semi-colon.

E.g. Clinton, Bill; Smith, John D.

32

Organize References with Folders

The View option is located at the menu bar below the RefWorks Logo

Select New Folder icon to create a new folder (subfolder)Enter folder name and click Create Select the records you want and use the (Add to folder

option)to store the selected records in the desired folder Each record can be put in as many folder as you like

View All References or Last Imported Folders; Click the New Folder icon on the upper left screen to create your new Folder

33

Create a Folder (1)34

Create a Folder (2)35

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

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

Create a Folder (3)36

A folder name will be shown to notate which folder each

reference is located in.

A folder name will be shown to notate which folder each

reference is located in.

Create a Bibliography (1)

1. Click the Create Bibliography icon2. Select desired style from the Output Style

drop-down menu3. Under the Format a Bibliography from a List

of References, select desired format from the File Type drop-down menu

4. Click the radio button of Specify Folder (optional) and select the desired folder from the drop-down menu

5. Click Create Bibliography

37

Create a Bibliography (2) 38

Click the Create Bibliography iconClick the Create Bibliography icon1

Choose Output StyleChoose Output Style2

Create a Bibliography (3) 39

Create a Bibliography (4) 40

Select File TypeSelect File Type3

Create a Bibliography (5)41

Select Folder and Create Bibliography

Select Folder and Create Bibliography

4

Select folder name in “References to include”. Then, click the Create Bibliography button.

Select folder name in “References to include”. Then, click the Create Bibliography button.

Create a Bibliography (6)42

Open the Bibliography in webpage Open the Bibliography in webpage 5

Click OK button to open the bibliography in webpage.

Click OK button to open the bibliography in webpage.

Create a Bibliography (7) 43

View BibliographyView Bibliography6

NOTE: If the bibliography does not pop up in a new window, read the instructions. Look for the message box displayed on the bottom right hand corner and click the link called click here.

Helps and Tutorials

http://www.library.ln.edu.hk/find/guide-refworks#help

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

44

Q & A

Thanks

45