REFWORKS: STEP-BY-STEP HURST LIBRARY NORTHWEST UNIVERSITY

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1 REFWORKS: STEP-BY-STEP HURST LIBRARY NORTHWEST UNIVERSITY Accessing RefWrks Access RefWrks frm a link in the Bibligraphy/Citatin sectin f the Hurst Library web page ( Create a new accunt r lgin with the username and passwrd fr yur accunt Nte: If yu are accessing RefWrks frm ff campus yu will be required t lgin with yur Nrthwest University user name and passwrd first, then yu will see the RefWrks lgin page Creating Flders Citatins can be rganized in flders accrding t tpic. There is n limit t the number f flders that yu can add. Frm the Flders pull-dwn menu select Create New Flder Enter a name in the New Flder Name bx, and click OK Yu can add new flders at any time and place citatins in mre than ne flder Custmizing yur RW Accunt Yu can custmize yur RW settings in a number f ways. A Surce Type field is nw available. Surce Type wuld be Print if the reference is frm a print bk r article frm a print jurnal fund in ur library r frm anther library r Electrnic if the article r bk is full text in an nline database and yu have read r printed it frm a cmputer. The default is Print T change the default Surce Type g t Tls, chse Custmize and frm the Imprt Optins chse Electrnic r Print as Default Surce Type fr Imprted References. When imprting citatins fr print bks yu will want t edit the recrd t make sure it is saved as a print bk in yur database RefWrks nw supprts glbal editing f fields fr imprted references allwing yu t update all references with infrmatin regarding data surce (vendr), database and retrieved date. T set glbal editing as a default g t Tls, chse Custmize and frm Imprt Optins click Yes fr Shw Optin fr Glbal Edit f Electrnic Surce Related Fields After Imprt. Adding References References can be added manually, directly imprted frm nline databases and library catalgs, r with saved files frm databases that d nt prvide direct imprt. Manually Creating a Reference Frm the References pull-dwn menu select Add New Reference Frm the View required fields used by pull-dwn menu chse desired style type Frm the In Flder(s) pull-dwn menu chse name f flder t save reference t (if desired) Frm the Ref Type pull-dwn menu select type accrding t frmat f item (Bk, Jurnal, Newspaper, etc) Chse Print r Electrnic fr Surce Type Enter infrmatin in apprpriate fields and click n Save Reference 1

2 Direct Imprt frm Online Databases Sme f the library database vendrs prvide direct imprt frm their databases. These vendrs include EBSCO, FirstSearch & PrQuest. See RefWrks: Dwnlading Citatins frm Databases ( fr infrmatin n specific vendrs and databases. Yu may need t turn ff pp-up blcker fr the imprt functin t wrk prperly. Example f Direct Imprt: EBSCO (Vendr) Academic Search Premier (database) Open Academic Search Premier in a new brwser sessin D a search fr desired tpic Mark the citatins/references yu want t exprt by clicking n Add T Flder at the bttm f each brief descriptin Click n Flder (at tp f page) r Flder View (under Flder has items in right sidebar) Select items t exprt Click n Exprt icn (lks like a piece f paper with a green arrw) Select Direct Exprt t RefWrks (n right side f page). Click n Save RefWrks shuld pen autmatically. If nt, make sure pp-up blcker is set t allw ppups r is turned ff. Or, pen RefWrks frm the Library website Yu will see the Imprt Cmpleted message n the screen If yu have set up glbal editing yu may want t fill in database infrmatin Click n View Last Imprted r frm the Flders menu select View and then Last Imprted t review imprted recrds Direct Imprt frm Library Catalgs and PubMed Sme Library catalgs, including Hurst Library, may be searched frm within RefWrks. See the next sectin fr hw t imprt when yu are ding a search frm within Hurst Library Catalg In RefWrks click n Search Chse Online Catalg r Database and chse desired Library (r PubMed) Use Quick Search r Advanced Search t d a search fr desired tpic Mark desired results by clicking in small bx t left f citatin Click n Imprt, the message Imprt Cmpleted shuld appear Click n View Last Imprted Flder t see citatins T clse windw with search results chse Clse frm File menu Frm Flders menu select View and then Last Imprted t review imprted recrds If yu are using glbal editing yu will want t delete the infrmatin regarding Datasuce and Database Infrmatin. Yu d nt need t include this infrmatin fr bks. Yu will als want t make sure that yu change the surce frm electrnic t print Imprting frm Hurst Library Catalg D a search fr desired tpic r item in the Hurst Library using the search bx Click n bk title, click n RefWrks Exprt RefWrks shuld pen. Lgin if necessary. If yu are using glbal editing yu will want t delete the infrmatin regarding Datasuce and Database Infrmatin. Yu d nt need t include this infrmatin fr bks. Yu will als want t make sure that yu change the surce frm electrnic t print Editing Yur References Always check the accuracy and cmpleteness f yur references after imprting 2

3 them int RefWrks. Unless yu have set Electrnic as the default Surce Type yu will need t add the Database name and the Retrieved Date t the recrd f jurnal articles that yu accessed full text thrugh an nline database s that infrmatin will appear in yur bibligraphy if yu are using MLA r Turabian style. Reference Type is als an imprtant field t edit. Generating a Bibligraphy In RefWrks click n the Bibligraphy Frm the Output Style pull-dwn menu, select desired citatin style Chse Frmat a Bibligraphy frm a List f References Frm the File Type t Create pull-dwn menu, select desired type (Wrd, HTML, r Rich Text Frmat) Chse All References, My List, r chse the desired flder frm Reference frm pull-dwn menu Click n Create Bibligraphy If the dcument des nt dwnlad autmatically, click n Dwnlad It Lk carefully at the citatins in yur bibligraphy, checking fr details such as punctuatin, spacing, database infrmatin, retrieval date and ther infrmatin that is required in the utput style that yu chse. Delete any infrmatin that is nt needed fr the style that yu are using. Edit the infrmatin in the item recrd if yu will be creating a bibligraphy mre than nce. Save dcument Using Write-N-Cite Write-N-Cite is a utility that enables Micrsft Wrd t incrprate citatins frm RefWrks int a paper. There is als a versin available fr Macintsh users. Installing Write-N-Cite n Yur Cmputer Nte: All public cmputers n the NU campus shuld have Write-N-Cite already installed. Lg int yur RefWrks accunt Frm the RefWrks Tls menu, click n Write-N-Cite, then click n click here t start dwnlad Click n Save and save in desired flder Install Write-N-Cite by pening the file yu just saved, then click n Run Fllwing message n screen click n Next r Finish Depending n yur settings a Write-N-Cite buttn may be n the tlbar in Wrd r can be fund by ging t Start All Prgrams RefWrds Write-N-Cite. NOTE FOR OFF-CAMPUS USERS: T access Write-N-Cite yu will need t d the fllwing steps: Frm the Start Menu select Prgrams then RefWrks Select the WNC Prxy Cnfiguratin Utility Enter the fllwing URL: Click OK Restart Write-N-Cite fr this prxy cnfiguratin t take effect When using Write-N-Cite yu will first lg int Hurst Library with yur NU address and passwrd, and then lg int Write-N-Cite using yur RefWrks lg in and passwrd. Inserting Citatins frm RefWrks int a Paper Open a new r existing dcument in Micrsft Wrd Psitin the cursr where yu want t insert a citatin then pen Write-N-Cite. (Start All Prgrams RefWrks Write-N-Cite) 3

4 A RefWrks Write-N-Cite sessin will begin (yu will need t lg in t yur accunt again). Click n Cite t the left f the reference that yu want t cite A "placehlder" fr the citatin will appear in yur dcument If yu want t cite anther reference in the same place, place the cursr after the semicln and repeat the steps abve Cntinue t use Write-N-Cite t insert references When finished, save yur dcument Create a Bibligraphy fr Paper Open dcument then pen Write-N-Cite Click n Bibligraphy. Select the utput style and click n Create Bibligraphy A message regarding yur dcument will appear. A bibligraphy will be added t yur paper. Nte: RefWrks will frmat yur bibligraphy, hwever, yu must check t make sure that each reference in yur bibligraphy is exactly what is required by the utput style that yu have chsen. Output Style Editr: Creating an utput style with anntatins (r abstracts) Yu will need t decide which field yu want t use fr yur anntatin r abstract. Suggested fields: Ntes r user defined fields (User 1, User 2 ) Mdify an utput style Click n Bibligraphy and select a style that yu wish t mdify Click n Edit t launch the Output Style Editr The Output Style Editr has three main sectins: in-text citatins, bibligraphy and ntes. Each sectin that is apprpriate fr yur desired utput will need t be set up. Depending n the style yu have chsen, yur primary fcus will be n the Bibligraphy sectin and/r Ntes sectin (if yu are mdifying a style that uses ftntes r endntes). Rename the style Type in the new name in the area fr Name Click n Save As lcated under the Style drp-dwn menu at tp f page Yur new style will appear in the utput style drp-dwn menu, mst brwsers will display the name in red lettering. This style will be available nly t yu in yur persnal accunt. Mdify reference types Each Reference type (bk, jurnal, web page, etc.) that yu use will need t be mdified t include the field that yu will use fr yur anntatin. It is recmmended that all fields labeled [defined] be mdified Chse a reference type Frm the Fields fr this type bx highlight the field(s) yu wish t add. Click n the small arrw that is between the Fields fr this type bx and the Output Field Order bx t mve the desired field t the Output Field Order bx. Click n the field yu just mved ver t the Output Field Order bx. The Field Cmments and Field Settings bx appears n the right side f the screen. The Field Settings allws yu t include punctuatin and spacing fr yur field If yu want yur anntatin t start n a new line belw yur bibligraphy entry with a blank line in between, enter \n\n in the Precede with bx If yu want yur anntatin t be indented, enter \t in the Fllw with bx Preview yur new style by clicking n the Update buttn Cntinue selecting Reference Types t mdify each type 4

5 When yu are dne, click n the Save buttn Yur mdified Output Style is ready t use and will appear as ne f the style ptins. Yur anntatin/abstract can be typed r yu can cpy/paste it int the field that yu have selected. Cntact David Austin, User Services Librarian, if yu have questins regarding RefWrks. updated 11/09 5

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