Nov 2013

Learning RefWorks Learning RefWorks

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Aims of the WorkshopAims of the WorkshopBy the end of the workshop, you will be able to:•Create a RefWorks account•Import references

– From databases (Direct Export)– From databases (Indirect Export using Import Filters)– Manual input

•Organize stored references into (sub)folders•Search references •Create bibliography in APA Style•Use Write-N-Cite to create in-text citations•Set up read only access / Share references•Use RefMobile

RefRefWorksWorks• What is RefWorks?

– RefWorks is a Web-based Bibliographic Tool

• But what do you mean by a web-based bibliographic tool?– A web-based bibliographic tool (or citation manager)

allows you to collect, store and manage bibliographic information (citations on books, journal articles, dissertations, etc.) in an online database; and output them in your desired output style (e.g. APA Style, MLA Style, Chicago Style, etc.) in your research work.

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• Examples of what you can do with RefWorks from your computer via the Internet: Import references from the iSearch, the library catalogues,

databases and even web pages

Manage & organize your references into folders and subfolders

Annotate your references by adding your own searchable keywords & comments

Share your references with co-authors of your paper

Attach pdf files, charts, photos or even videos to your references

Write-n-cite: create in-text citations & reference list in preferred style while you are writing your paper

RefRefWorksWorks

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Create your Create your RefRefWorksWorks accountaccount

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Create/Access your Create/Access your RefRefWorksWorks accountaccount

• Click the RefWorks link at library web site

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RefRefWorksWorks LoginLogin

Useful Help for RefWorks

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Remote Access – if you Need to Access Remote Access – if you Need to Access RefWorks from off-campusRefWorks from off-campus

1. Go to http://www.refworks.com2. Use the Group Code to login (HKIEd members only)3. Login personal account for HKIEd users

Enter Group Code

Get the Group Code

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1.1.RefRefWorksWorks User Login for HKIEdUser Login for HKIEd

2.2.Sign up / LoginSign up / Login

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Sign up for a new Sign up for a new RefefWorksWorks accountaccount

Fill in the information to register 10

• The menu bar allows you to access all functionalities of RefWorks. Simply move your mouse pointer over the entries and further options will drop down.

• View the “Tutorial” for details about how to use

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Create Your References Create Your References by Direct Exportby Direct Export

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Example 1: Example 1: Journal Articles from iSearch (EBSCOhost)Journal Articles from iSearch (EBSCOhost)

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2. Export records

1. Add to Folder

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Choose "Direct Export to RefWorks" and then Click "Save“, then you’ll be asked to login to RefWorks

Choose "Direct Export to RefWorks" and then Click "Save“, then you’ll be asked to login to RefWorks

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Import Completed!Import Completed!

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Click to View Full Record

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Export function also available at detailed record

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Example 2: Example 2: Book Records from Library CatalogueBook Records from Library Catalogue

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Export to RefWorksExport to RefWorks

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ExerciseExercise

1. Direct Export from iSearch – Journal Articles– Use iSearch at Library homepage – Search Keyword = Japanese culture and limit to Scholarly

(Peer Reviewed) Journals– Mark any 5 records & export them to RefWorks

2. Direct Export from Library catalogue– Find the book Education and minorities education as a

humanitarian response and use the "Export to Refworks" function to export it to RefWorks

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Many databases support direct exporting references to Many databases support direct exporting references to RefWorks, e.g. ProQuestRefWorks, e.g. ProQuest

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Databases support direct export of Databases support direct export of records to Refrecords to RefWorksWorks::

• EBSCOhostEBSCOhost• Proquest Proquest • Elsevier: Scopus, ScienceDirectElsevier: Scopus, ScienceDirect• JSTORJSTOR• SageSage• EmeraldEmerald• BioMedCentralBioMedCentral• Project MuseProject Muse• Google ScholarGoogle Scholar• And More………And More………

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Steps for import references from different databases

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Create Your References Create Your References by Indirect Export (using by Indirect Export (using

Import Filters)Import Filters)

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Example 1: Example 1: Import a List of Book Records from Library Import a List of Book Records from Library

Catalogue by Import FilterCatalogue by Import Filter

PART A: Export from Library CataloguePART A: Export from Library Catalogue

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1. Select which records to Save1. Select which records to Save

2. Save Marked Records2. Save Marked Records

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3. View Saved3. View Saved

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4. Save the references:• Format of List: Full Display• Save to Local Disk• Submit and Save the File

4. Save the references:• Format of List: Full Display• Save to Local Disk• Submit and Save the File

PART B: Indirect Export to RefWorks Using Import FiltersPART B: Indirect Export to RefWorks Using Import Filters

Login to RefWorks;Choose Import Functionfrom References

Login to RefWorks;Choose Import Functionfrom References

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Choose Import Filter = Hong Kong Institute of EducationDatabase = Hong Kong Institute of Education Library Catalogue

Choose Import Filter = Hong Kong Institute of EducationDatabase = Hong Kong Institute of Education Library Catalogue 35

Click the "Browse" of "Select Text File" and select the file previously exported from Library Catalogue; Choose Encoding = UTF-8 in case there are non-English characters;Then Import

Click the "Browse" of "Select Text File" and select the file previously exported from Library Catalogue; Choose Encoding = UTF-8 in case there are non-English characters;Then Import

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Import Completed!Import Completed!

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Tips:Tips:You can also import records from HKALL by the same methodYou can also import records from HKALL by the same method

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Tips:Tips:Some Chinese databases only support indirect exporting references Some Chinese databases only support indirect exporting references to Refto RefWorkWorks, e.g. s, e.g. 中國知網中國知網

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Choose Import Filter = RefWorks Tagged FormatDatabase = Tagged Format

Choose Import Filter = RefWorks Tagged FormatDatabase = Tagged Format

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ExerciseExercise

Go to HKIEd Library Catalogue

Search for Author = “Hutton, Christopher”

Save and export all found records

Import the records to your RefWorks

account

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Input Record ManuallyInput Record Manually

• Add references to RefWorks manually

1. References > Add New2. View fields used by > e.g. APA 6th3. Select Ref Type > e.g. Book, Whole4. Enter data5. Save Reference

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2 Select Bibliography Style

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3 Select Reference Type

Enter data 4

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Author FormatAuthor Format• Enter last name, followed by a comma, first

name (or first initial followed by a period), and middle initial followed by a period.

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

• Example:

Smith,J. R.; Jones,Robert K.; Adams,Mary

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Edit record

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View record

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ExerciseExercise• Input data for a book and save the following record

Shambaugh, D. (Ed.). (2000). The modern Chinese state. New York: Cambridge University Press.

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AttachmentsAttachments You can attach files associated with the

bibliographic information stored in RefWorks

BMP, TIFF, JPEG, PNG, GIF PDF Excel Powerpoint Equation Chemical structure Technical drawing, etc.

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Browse for file to attach

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Indicate record with attachment(s)

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You can add your own comments in other fixed and 15 user-defined fields.

Scroll down to see the fields

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Click on Additional Comments to know more about the input style.

Manage your ReferencesManage your References

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Last Imported FolderLast Imported Folder The result imported will always be placed in

the last imported folder.

If you repeat importing records, this folder will only contain the results of the very last import.

All previously imported records are stored in the database, but not associated with a folder.

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Organize References with (Sub)foldersOrganize References with (Sub)folders

Folders > Create New Folder (subfolder)Enter Folder NameSelect record(s) Put in Folder… > Select FolderEach record can be put in as many

folders as you like

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Enter the Folder Name

Access your folders in these areas

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4 Check the records

5 Select the folder to store the reference

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6 Check with the Completed message

ExerciseExercise• Create 2 Folders (e.g. Project A, Project B)

• Create 1 subfolder of Project A (e.g., Assignment A)

• Organize your references into these folders

Create Subfolder

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Select parent folder then enter subfolder Name

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SubfolderSubfolder

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Searching referencesSearching references

• You can search for references in your database

• RefWorks provides multiple searching options:

1. Quick Search Box (top right of screen)

2. Advanced Search

3. Lookup by Author / Descriptor / Periodical

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Quick Search

Advanced Search

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This is a complete listing of all authors in the database. The number of references for each author is shown in the second column.

Lookup by Author

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Checking duplicated referencesChecking duplicated references

• References may be duplicated through searching & importing from different databases.

• RefWorks can help to check for duplicated records

• View > Duplicates > Exact (or Close) Duplicates

• All deleted records are stored in a folder “Deleted References”

• You can restore the deleted records if required

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Check for duplicate references

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You can check duplicates within a folder/subfolderYou can check duplicates within a folder/subfolder

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Output Your References in Output Your References in Styles using Styles using RefRefWorksWorks

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Creating a BibliographyCreating a Bibliography• Create bibliography from all references or

selected folder • Bibliography created in preferred style, e.g.

APA• References arranged and sorted automatically• Output bibliography in HTML or Word format

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Click Create Bibliography

Select Output Style

Select Folder

Click to Create

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Select Output Format (Word)

References sorted and formatted in APA Style

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HKIEd Chinese citation style (for reference only)

Refer to Citation System in Student Handbook for details

1You can change the sorting order of Chinese references, e.g. pinyin or stroke

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ExerciseExercise

• Create a bibliography for all references using the APA 6th

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Using Write-N-Cite with Using Write-N-Cite with Microsoft WordMicrosoft Word

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Using Write-N-Cite to create In-text Using Write-N-Cite to create In-text Citations and Reference ListCitations and Reference List

• Install the Write-N-Cite which is available from Install the Write-N-Cite which is available from RefWorks web-siteRefWorks web-site

• You will need to have MS Word installedYou will need to have MS Word installed

• You may use a different word processor, but you will You may use a different word processor, but you will need to cite manually.need to cite manually.

• The only requirement is that your word processor The only requirement is that your word processor supports Text, ODT or RTF formats.supports Text, ODT or RTF formats.

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Select Write-N-CiteSelect Write-N-Cite

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Download & install Write-N-Cite

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Login with your RefWorks account

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RefWorks added in MS-Word after Write-n-Cite installationClick RefWorks to open Write-N-Cite

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Write-n-cite options become available after login to RefWorks

Every time you login RefWorks, the MS-Word will automatically synchronize the data from your RefWorks database

Write-n-cite options become available after login to RefWorks

Every time you login RefWorks, the MS-Word will automatically synchronize the data from your RefWorks database

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Choose Citation Style, e.g. APA 6thChoose Citation Style, e.g. APA 6th

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1. When you want to insert an in-text citation, simply click Insert Citation and Insert New

1. When you want to insert an in-text citation, simply click Insert Citation and Insert New

2. Your stored references will be prompted for selection; you can also make a search to find your needed citation quickly

2. Your stored references will be prompted for selection; you can also make a search to find your needed citation quickly

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You can search and quickly find your needed citation. Click on the citation to add (shown at bottom of popup window)

You can search and quickly find your needed citation. Click on the citation to add (shown at bottom of popup window)

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In-text citation inserted after clicking OK

In-text citation inserted after clicking OK

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To add more than one reference in the same in-text citation, click the "+" sign and add another reference

Now both references will appear in the same in-text citation

To add more than one reference in the same in-text citation, click the "+" sign and add another reference

Now both references will appear in the same in-text citation

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Click Bibliography Options and select Insert BibliographyClick Bibliography Options and select Insert Bibliography

http://www.youtube.com/proquestrefworks http://www.youtube.com/proquestrefworks

At Refworks Help Tutorial, you can find a series of video tutorials on RefWorks including using Write-N-Cite

At Refworks Help Tutorial, you can find a series of video tutorials on RefWorks including using Write-N-Cite

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Manually adding citations to Manually adding citations to Word documentWord document

In RefWork:In RefWork: Use One line/Cite view to see all referencesUse One line/Cite view to see all references Copy and paste the citation in documentCopy and paste the citation in document Format paper using Bibliography functionFormat paper using Bibliography function No installation of plug-in requiredNo installation of plug-in required

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Select One line/Cite View1

2 Select Cite

3 Click Select

4 Right click to copy and then paste the citation in document

4 Paste the citation in document

5 Save the document

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Select Output Style7

Select the saved document8

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Select click here to browse the document with bibliography

Citations and reference list created in APA Style10

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Shared FoldersShared Folders

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Share your folders with other usersShare your folders with other users Allow exporting shared references into own RefWorks Allow exporting shared references into own RefWorks

database database

You can share particular folder or whole database to others 98

Select Organize & Share Folders

Select the relevant folder and click on the share button

Use the URL to share the folder to others

Check your Share options

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Shared references can only be viewed and exported but no editing is allowed

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Read-only AccessRead-only Access

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Read-only AccessRead-only Access

Read-only access allows you to share your Read-only access allows you to share your database with others on a limited basis; database with others on a limited basis; they can search, view and print references they can search, view and print references in your account, but not add, edit or delete, in your account, but not add, edit or delete, or create/change folders.or create/change folders.

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23The read-only password allows

the user to view your entire RefWorks account, but no editing is allowed

Read-only Login

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No editing is allowed

RefMobileRefMobile

• Version of RefWorks for web-enabled mobile phones, smart phones or personal data assistants (PDA)

• View, search, add/remove references, manage folders and add notes

• Go to www.refworks.com/mobile with your mobile device

• Enter your personal login name & password

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RefMobileRefMobilewww.refworks.com/mobile

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Need Help?Need Help?• Check it out at the Library RefWorks webpage

• Consult Information Counter at the Library

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Thank YouThank You

Ask your Librarian @

Information Counter Tel: 2948 6653 Email: libinfo@ied.edu.hk

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