new refworks€¦ · add references manually; also sort, edit, delete and search for references 4....

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Created 20 th September 2017 (SB) New RefWorks New RefWorks is a reference management service that supports the needs of students, staff and researchers. It is principally a 'references database’, and also a bibliography maker. The software allows you to: 1. Search library catalogues (Summon) and import references directly into New RefWorks 2. References found on databases, Google scholar and the internet can be exported directly to New RefWorks 3. Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile a list of references (bibliography). (Please note: this guide is only intended as a brief introduction and does not cover all of New RefWorks many features. Tutorials for both basic and advanced use of New RefWorks are available here. RefWorks webinars, is also available here. GETTING STARTED Setting up a RefWorks account: Access to New RefWorks is gained by first registering for an account at https://RefWorks.proquest.com/ Click on ‘Create account’ and enter your university email to begin. Complete the registration form, to create a login name and password.

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Page 1: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Created 20th September 2017 (SB)

New RefWorks

New RefWorks is a reference management service that supports the needs of students, staff

and researchers. It is principally a 'references database’, and also a bibliography maker. The

software allows you to:

1. Search library catalogues (Summon) and import references directly into New RefWorks

2. References found on databases, Google scholar and the internet can be exported directly

to New RefWorks

3. Add references manually; also sort, edit, delete and search for references

4. Insert citations in Microsoft Word or other word-processing software, and/or compile a list

of references (bibliography). (Please note: this guide is only intended as a brief introduction and does not cover all of New

RefWorks many features. Tutorials for both basic and advanced use of New RefWorks are

available here. RefWorks webinars, is also available here.

GETTING STARTED

Setting up a RefWorks account:

Access to New RefWorks is gained by first registering for an account at

https://RefWorks.proquest.com/ Click on ‘Create account’ and enter your university email

to begin. Complete the registration form, to create a login name and password.

Page 2: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Customising your New RefWorks account

You can customise your account in various ways. For example, there’s an option to allow

you to select your referencing style, Cite them Right Harvard, APA, OSCOLA, etc. Click on

icon and select <Quick cite>.

From the resulting window, type the referencing citation style in the Search Box and select

the style. Press the ‘Continue’ tab to set the referencing style.

Page 3: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Created 20th September 2017 (SB)

BUILDING A REFERENCES LIST

Importing references from Summon to New RefWorks

New RefWorks is now integrated with Summon discovery service and makes it easier to

export references. Click on and select RefWorks from the drop-down menu.

Importing references from databases to New RefWorks

You can directly import references to New RefWorks from most of our databases, using

the ‘direct export to RefWorks’ option of the database you’re using.

Importing references: EBSCOhost example:

To save references from EBSCOhost database to New RefWorks. Click on the Export tab

situated under the Tools menu and choose ‘Direct Export to RefWorks’ in Export Manager,

then click <Save> tab. Remember to have your RefWorks account logged-in.

Page 4: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Importing references from the internet to New RefWorks

New RefWorks can import references directly from websites by installing the ‘Save to

RefWorks’ tool. Login to your New RefWorks account and click on icon and select

‘tools’ from the drop-down menu.

Page 5: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Created 20th September 2017 (SB)

Click ‘Install Save to RefWorks’ tab.

Your browser will now have ‘Save to RefWorks’ tab on your tool bar. Click the tab when

you wish to save a webpage reference in New RefWorks.

Most recently imported references are listed under the automatically created group ‘Last

Imported’. Always check that the references have downloaded correctly - you may

occasionally need to make some manual adjustments.

Page 6: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Importing references from Google Scholar to New RefWorks

You can also import references from Google Scholar to New RefWorks. Click on <Cite>

under the reference you wish to import.

A box appears listing the reference in various reference styles. Click on ‘RefWorks’ link.

Page 7: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Created 20th September 2017 (SB)

Whenever you import references, it is worth checking to make sure all the necessary

information is present. You may need to edit your references and add data. To edit a

reference in your reference list, click on the reference you wish to edit and then click on

‘edit marker’ icon. The process of editing is then the same as adding a reference

manually.

Adding references manually

You can manually add a reference to New RefWorks at any time. Click on the icon and

select ‘Create new reference’ from the drop-down menu.

Page 8: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Clicking on this will display a form where you can enter the details of your reference. Be sure

to select the appropriate ‘Ref Type’ from the dropdown list (Note: for articles on electronic

databases, select Journal Articles, but change the source type to ‘Electronic’.) You are

offered fields appropriate to the selected reference style, in which to enter details. Additional

fields may also be filled.

Folders

Folders can be used to organise your references, for example you can organise

references into Introduction, Chapter 1 etc. or use folders for different modules or projects

you are working on. You can also have sub-folders of references.

To create a new folder, click on the <My Folders> button, and then click on + <Add a folder>

give your folder a name, and then click on <Create>.

Page 9: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Created 20th September 2017 (SB)

To add references to folders, first select the references you want added by clicking on the

‘All Documents’ tab, followed by selecting the reference(s). Then click on the icon and

select which folder (or sub-folder) you wish to move reference too.

You can also remove folders. Open the folder and click on icon beside the folder to

open the drop-down menu, then click on the ‘Delete’.

Page 10: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Inserting citations in Microsoft Word or other word-processing software, and/or

compile a reference list (bibliography) held in New RefWorks.

Login to your New RefWorks account and click on icon and select tools from the drop-

down menu.

Scroll down the page to Cite in Microsoft Word. Click on ‘Download & Install’ tab. You will

now have RefWorks plugin whenever you open the Word document.

Page 11: New RefWorks€¦ · Add references manually; also sort, edit, delete and search for references 4. Insert citations in Microsoft Word or other word-processing software, and/or compile

Created 20th September 2017 (SB)

Begin to write your document in Microsoft Word. Click on ‘Style’ to select the reference style

from the drop-down box. Place the cursor where you would like the citation reference to

appear on your Word document and then click on ‘insert citation’ and choose which

reference you wish to add from the RefWorks folders. The citation reference will now be

added to your text and the full reference list will appear at the end of the work when you

select ‘Insert Bibliography’ from the ‘Bibliography options’ list (assuming you are using a

referencing style that has a full reference list)

For more help in using New RefWorks

Contact your Academic Support Librarian

http://www.uwl.ac.uk/library/about-library/our-staff/academic-support-team

Ask a question via LibChat

http://www.uwl.ac.uk/library

Ask us in the library

Academic Support office is open

9.00am – 8.30pm Monday to Thursday

9.00am – 6.00pm Friday