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Kay Cunningham, Library Director Plough Memorial Library Christian Brothers University Fall 2010 Getting Started with RefWorks at CBU: Customizing Your Account

Customizing RefWorks 2.0

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Instructions for customizing a RefWorks account

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Page 1: Customizing RefWorks 2.0

Kay Cunningham, Library DirectorPlough Memorial Library

Christian Brothers UniversityFall 2010

Getting Started with RefWorks at CBU:

Customizing Your Account

Page 2: Customizing RefWorks 2.0

RefWorks is…

Bibliographic Citation Manager

Web-basedUseful for

Collecting referencesOrganizing researchCreating bibliographiesCollaborating with others

Available to CBUStudentsFacultyStaffAlumni

Page 3: Customizing RefWorks 2.0

Click “Customize”

Click on “Customize” either at the top of the screen or on the Quick Access sidebar

Page 4: Customizing RefWorks 2.0

The Customize Work ScreenMany customizations are available; a selection are described in this presentation

Page 5: Customizing RefWorks 2.0

Number of References to Display

Default: 25

Key in the number of references you want to see on a page

Be aware: screen loads will slow down if you display a large number of references when using the Full View display

Page 6: Customizing RefWorks 2.0

Adding Display StylesDefault Display

StandardOne LineFull

Select Up to 3 Custom StylesHundreds available

PickA favorite or

commonly-used styleA new or unfamiliar

style you’ve been assigned to use

Page 7: Customizing RefWorks 2.0

Changing the Display to one of the Custom Selections

If you’re using an unfamiliar style, you can change the display so that you will be previewing how RefWorks will format your references for a bibliography as you add them.

Page 8: Customizing RefWorks 2.0

Opening in a Folder

Default opening: All References

You might want to specify opening in a particular folder if you are currently working on one in particular

Page 9: Customizing RefWorks 2.0

Selecting an Automatic Sort Order

Many sort orders are available; “last modified” is helpful if you have long lists with references that you are editing

Tip: work from the bottom of the list; your completed (last modified) references will always rise to the top, so it will be easier to keep track of what you have done

Page 10: Customizing RefWorks 2.0

Special Link Displays

If you work in the Biological Sciences, you may want to activate PubMed links in RefWorks to have immediate access to many PubMed features

NOTE: CBU does not have access to Scopus

Page 11: Customizing RefWorks 2.0

Viewing in PubMed

You can retrieve the PubMed record or activate PubMed searches for articles by the same author or on related topics.

Page 12: Customizing RefWorks 2.0

User-Defined FieldsWays to Use User-Defined Fields

•Record direct quotations, with pagination for future use

•Record notes and ideas related to a reference

•When working with a group, designate a field for each member to add comments

•Use as a backup field for information pulled from other databases

Page 13: Customizing RefWorks 2.0

User-Defined Fields in UseEdit Screen Full View Display

Note that any information added to a field in the work screen will be seen in the full view display—making these useful tools for reviewing a topic.

Page 14: Customizing RefWorks 2.0

Getting Started with RefWorks at CBU: Customizing Your Account

See other handouts on:

Collaborating with RefShareMaking BibliographiesRegistering for an Account and Setting Up a

DatabaseSearching with RefWorksWorking with FoldersWrite N Cite