RefWorks. A Step-By-Step Guide. Contents. What is RefWorks? How do I access RefWorks?

Transcription

1 RefWorks A Step-By-Step Guide This guide provides a basic introduction to RefWorks, a software package designed to assist with citing and referencing. To get the most out of RefWorks, you will need to be able to use the Coventry University Harvard Referencing system. Contents What is RefWorks?... 1 How do I access RefWorks?... 1 Step 1 Enter references into RefWorks manually... 2 Step 2 Export references directly from an online database into RefWorks... 3 Step 3 Create folders to organise your references... 6 Step 4 Use RefWorks to create in-text citations in Microsoft Word... 7 Installing Write-N-Cite... 7 Opening Write-N-Cite in Microsoft Word... 7 Using Write-N-Cite to insert in-text citations... 7 Editing in-text citations... 8 Creating a list of references in Microsoft Word... 9 Can I use RefWorks after I leave the University?... 9 Getting more help... 9 What is RefWorks? RefWorks is a web-based software package which can help you to: Store, organise and manage references from lots of different sources; Create lists of references in the correct format for use in your research It is particularly useful for postgraduate students who are dealing with a large number of references. To make the most effective use of the software you will first of all require a good understanding of the principles of referencing and knowledge of the Coventry University Harvard Referencing style. How do I access RefWorks? RefWorks is available for use both on-campus and at home. To access it you will need to create your own username and password. Follow the steps below: Access Click on Login Under Login using Other Credentials from the My Institutions Credentials (Shibboleth) select Coventry University You will be asked for your CULC student login details Enter the required details in Steps 1 and 2. Create a Password and then re-enter it Click on Create Account Please note: You will only need to follow all the steps above the first time you go into RefWorks. When you login in future you will only need:

2 Access Click on Login Under Login using Other Credentials from the My Institutions Credentials (Shibboleth) select Coventry University Enter your CULC student login details Step 1 Enter references into RefWorks manually We will start by entering some references manually into RefWorks. In this first example, we will use the details of the following book: Mullins, L.J. (2010) Management and Organisational Behaviour. 9th edn. Harlow: Financial Times Prentice Hall 1. Hover your cursor over References and select Add New, or click on New Reference 2. In the Fields used by box, select Harvard Coventry University to ensure that your references are formatted using the correct style 3. Select the type of item for which you are creating a reference using the Reference Type box. For this example, choose Book, Whole

3 4. Enter the information from your reference into the relevant fields. Note: If your item has more than one author, separate the authors names using colons. e.g. MacNeil, I.; O Brien, J. Note: You do not have to complete all of the displayed fields. RefWorks displays the main fields for the reference type you have selected. 5. When you have completed all of the necessary fields for your reference, click on Save Reference or Save and Add New. Your reference will now be added to your RefWorks account Practice entering references manually Try entering each of the references below in RefWorks, making sure to select the correct Reference Type, i.e. book or journal article. Johnson, G., Whittington, R. and Scholes, K. (2011) Exploring Corporate Strategy: Text and Cases. 9th edn. Harlow: FT Prentice Hall Ciulla, J.B. (2011) Is Business Ethics Getting Better? A Historical Perspective. Business Ethics Quarterly 21 (2), Step 2 Export references directly from an online database into RefWorks Some databases allow you to download references straight into RefWorks, without having to enter the references manually. Remember that different databases will have different systems, but the following steps can be used as a general guide. For this exercise we will use the database Business Source Complete. 1. Access Locate (locate.coventry.ac.uk) and click on the Subject Databases link 2. In the box which appears, search for Business Source Complete 3. Access Business Source Complete by clicking on the name of the database

4 4. Select Business Source Complete from the list of EBSCO databases 5. Enter the keyword management into the search box and click on Search 6. Select the blue folder icon for the first five results in your list 7. Select Folder view using the link on the right-hand side of the screen

5 8. Tick the Select all box to highlight all of the items in the folder 9. Select the Export button on the right-hand side of the screen 10. Select Direct Export to RefWorks and click on Save 11. Your RefWorks account will open in a new window and will display the Imported References screen. This will show you how many references have been added to your account (five in this case). To view your imported references, click on View Last Imported Folder Note: The Last Imported Folder will change each time you download references from a database. It is advisable to move these references to another folder on your account. See Step 3 for more information on how to create folders in RefWorks. Note that not all databases support Direct Export into RefWorks. Check the particular database to see what is supported, or ask in the Learning Resource Centre for assistance.

6 Step 3 Create folders to organise your references RefWorks enables you to organise your references by moving them into folders. In this step we will look at how to create folders. 1. Select New Folder 2. Give your new folder a name and click on Create 3. To move messages into a folder, select the tick boxes next to the required references. 4. Then, hover over the Folder icon and choose the folder into which you would like to move your references.

7 Step 4 Use RefWorks to create in-text citations in Microsoft Word You can use RefWorks to insert citations into your Word documents and to create and automatically format a list of references with the RefWorks plugin Write-N-Cite. In this section we will look at how to install and use Write-N-Cite within Word documents. Installing Write-N-Cite You will need to download Write-N-Cite on your own machine in order to use RefWorks with Microsoft Word. Follow these instructions: Login to your RefWorks account From the menu at the top of the screen, select Tools > Write-N-Cite Make sure to select the version of Write-N-Cite for either Windows or Mac machines. Click on the appropriate link to start your download Install the Write-N-Cite file which is downloaded to your machine Opening Write-N-Cite in Microsoft Word To open Write-N-Cite in Word 2010, click on the RefWorks tab on the Word ribbon. To open Write-N-Cite in Word 2007, click on the Add-ins tab and select the Write-N-Cite icon. You will now need to login to your RefWorks account. You can do this in one of two ways: 1. Copy and paste the Login Code from the Write-N-Cite page on the RefWorks website, or 2. Enter the Group Code rwcoventryu, followed by your RefWorks Login Name and Password Using Write-N-Cite to insert in-text citations Note that the following instructions are based on using Write-N-Cite in Microsoft Word Position the cursor at the point in your Word document at which you would like to insert a citation 2. From the RefWorks tab, ensure that you have select Harvard Coventry University as the reference style 3. From the RefWorks tab, select Insert Citation

8 4. You will need to choose the citation which you would like to include in your Word document, either by searching for the reference or selecting it from your folders 5. Click on OK to insert the citation into your document 6. Your citation should appear as on the right Editing in-text citations To edit an in-text citation, you must right-click the required citation and select Edit Citation. You can use this option to remove the author from your citation (for example if the author s name is already part of your sentence), or to add specific page numbers to your citation. To exclude the author s name from your citation, select Hide Author. To add a page number to your citation, include a colon and the page number(s) in the Suffix box.

9 Creating a list of references in Microsoft Word Follow these instructions to insert a list of references into your Word document: Place the cursor at the point in your Word document at which you would like your list of references to appear (usually at the end of the document) From the RefWorks tab, select Bibliography Options, then Insert Bibliography A list of references will appear in your chosen location, which will include all of the in-text citations inserted throughout your document The list of references will appear in the Coventry University Harvard style Can I use RefWorks after I leave the University? RefWorks is available to you even after you have finished your degree at the University. You will need to remember the Group Code rwcoventryu, as well as your Login Name and Password, in order to access RefWorks. Getting more help More information on citing and referencing can be found in the Coventry University Harvard Reference Style Guide, available at centre-for-academic-writing/support-for-students/academic-writing-resources/ cu-harvard-reference-style-guide/ For assistance with RefWorks, consult the RefWorks help pages, or contact us: Or simply visit the Library and Learning Skills Service Desk, open 8am-9pm during term time.