Using RefWorks. Contents

Transcription

1 Using RefWorks Contents Creating an account and logging in... 2 Importing references into RefWorks... 2 Save to RefWorks:... 2 Direct Export:... 3 Uploading a document or dragging and dropping it:... 6 Manual Entry:... 7 Managing your references... 7 Editing and deleting references on RefWorks... 7 Using Tags... 8 Creating folders and assigning references to folders... 9 In-text citing... 9 Creating citations in RefWorks... 9 Installing the citation add-on Write-N-Cite Using Write-N-Cite for in-text citations Installing the citation add-on Refworks Citation Manager Exporting and generating a bibliography Exporting a bibliography from RefWorks Generating a reference list in Word: Further help

2 Creating an account and logging in Go to the library catalogue on the student portal and search for RefWorks. Then click on the Resource link. On the next screen, sign up for RefWorks by inserting your university address into the search box in the middle of the screen and then click Check. Follow further instructions on the screen. Once you have created your RefWorks account, log into your account at the top right hand corner. Importing references into RefWorks There are different ways of importing references into RefWorks. Save to RefWorks: A very useful way of importing references, especially from websites, is to use the Save to RefWorks functionality. You will have to install it first on your device. In order to do so, go to the Tools section on the RefWorks platform, which then allows you to select the option to Install Save to RefWorks. 2

3 Click on this and go through the installation process by following the instructions on the screen. Once the installation has been successfully completed, you will find the Save to RefWorks add-on in your browser s Favourites bar. If you now want to use this newly installed functionality, go to the resource, e.g. a website, which you want to import and click on the Save to RefWorks add-on. A screen will now open on the right hand side of your page with the resource s details on display. If they look correct to you, you can click on the Save to RefWorks button at the bottom of the page. The details will now be imported into RefWorks. If you go back to your RefWorks page and refresh it, you should find the reference in the Last imported section. Direct Export: One of the easiest ways of importing references is using the Direct Export method, which can be employed with a lot of online material, especially with online journal articles. Here is an example of how to do so from our EBSCO interface, which hosts a high number of our databases such as CINAHL or Business Source Complete. Run a search on one or more of these databases and then click the folder symbol next to the results that you want to export. Then click on the Folder View on the right hand side of the page. 3

4 4

5 You now see the selected articles and have an Export option on the right hand side. Click that option and choose RefWorks. When prompted to sign into RefWorks again, do so and complete the import. In RefWorks, you should then get confirmation that the import has been completed and you can click on the okay button. Your imported references will be displayed. Many databases and online applications have this direct export functionality. Google Scholar offers it as well, but you might have to adjust the settings first. You can do this by going to the Settings icon at the top of the page and then going to the Bibliography manager at the bottom of the screen. You can then adjust the options by clicking on the Show links to import citations into RefWorks option. You might have to select RefWorks from the drop-down menu. Click on Save. 5

6 If you now run a search on Google Scholar, the results will display with Import into RefWorks links at the bottom of each entry. By clicking on it, you might be prompted to click on the right version of RefWorks. Choose the Proquest RefWorks one and then complete the process in the same way as described above. Uploading a document or dragging and dropping it: If you have a document stored somewhere, you can upload it by clicking on Upload document at the top of the options list under the plus symbol. 6

7 Alternatively, you can just click on the document and drag it into the middle of the RefWorks screen. Whilst you are doing this, an icon will come up that prompts you to drop it in the middle of the screen. Manual Entry: If none of the above options work with the reference you want to import, you can click on the plus symbol at the top and then choose the option Create a new reference. This allows you to put the details of your resource in manually. Managing your references Editing and deleting references on RefWorks Deleting references in RefWorks is easy. You merely have to tick the boxes next to the references you want to delete and then click on the paper basket symbol at the top and then on Delete in the drop-down menu. You can amend the details of a reference by clicking on the reference, which will bring up a side panel on the right hand side where you can click on the pen icon, which lets you amend the reference details. After amending the reference, don t forget to save it. 7

8 Using Tags You can use tags to describe your references further by content. Imported references will automatically be tagged when they are imported and you can see these tags underneath the title of each reference. You can assign further tags to a selected reference by clicking on the tag symbol at the top of the screen and then either assign it to an already existing tag on the drop-down list or create (a) new one(s). 8

9 Creating folders and assigning references to folders It is useful to organise your references for different projects in different folders. Click on the My Folders link on the left hand side and you will then get an option to add a folder. You can then name and save it so that it will be ready for you to import your references into. You can now assign your imported references to these folders by selecting them first, then clicking on the folder symbol at the top of the screen and afterwards by clicking into the box next the folder that you want to import the references into. Finally, click Apply. Your references are now in your selected folder. In-text citing Creating citations in RefWorks You can create citations to be inserted in your assignment in RefWorks by going to the icon that shows the quotation marks and clicking on Quick cite in the drop-down menu. 9

10 It will then prompt you to set the citation style you need and then to select the reference you want to use a citation for. Copy the citation that then appears and paste it into your Word document. Installing the citation add-on Write-N-Cite Installing a citation add-on on your own device allows you to have a direct connection between RefWorks and the document you write no matter whether you use Microsoft Word or Google Docs. This means that you can insert intext citations taken from RefWorks into your working document as you go along. In order to install the add-on, first go to the Tools section that comes up when you click on the icon with the three dots at the top of the page. On the following page, you can now choose to install the Microsoft Office or the Google Docs citation add-on depending on what you use. 10

11 You will now see a RefWorks add-on in Word or Google Docs when you open it. Using Write-N-Cite for in-text citations Make sure you click on the RefWorks add-on in Word or Google Docs and sign in to RefWorks. In Word, make sure you set the correct citation style, i.e. LSBU Harvard. On the left hand side, you have an Insert citation icon, which you can click on whenever you want to insert an in-text citation into your document. Click on the Insert new option. 11

12 A new window will now appear with your folders on the left hand side. If you click into one and then click on the reference you want to use, this reference will be highlighted and you will get a preview of the in-text citation. Once you click on the okay button the citation will then be pulled into your word document. 12

13 Installing the citation add-on Refworks Citation Manager The add-on Write-N-Cite is not available for Word 2016 for Mac. You therefore have to use the Refworks Citation Manager, this is accessed through Word In Word, click on Insert, as here; Then click on store: Search for Refworks : 13

14 Add Refworks Citation Manager Once this is added, you can add your Refworks Citations using the panel on the right-hand side of the page: 14

15 If you open Word 2016 and all the citations have disappeared (and the error message says Unfortunately Word has misbehaved and we couldn t update some of your citations ), then the way to resolve it is to save the document as a.doc ( Word) and then save it back as a.docx, your citations should then re-appear. 15

16 Exporting and generating a bibliography Exporting a bibliography from RefWorks In order to create your bibliography in RefWorks, go to the icon that shows the quotation marks and click on Create bibliography in the drop-down menu. Make sure the correct citation style is selected before you export the list. You might have to go to the drop-down list of citation styles at the top and then either select the correct one if it is displayed or search for it, e.g. LSBU Harvard, and then select it. Once the reference list is displayed in the correct citation style, you can click on the Copy to Clipboard link and then paste it into your Word document. 16

17 Generating a reference list in Word: Inserting in-text citations into your document will allow Word to create a reference list at the end. Once you have put the last citation into your document, you can go to the Bibliography Options icon and then click on Insert Bibliography. You will now see your reference list that is based on the in-text citations you used in the LSBU Harvard style that you have set previously. Further help If you require further help, please contact your Information Advisers: Applied Science LLRapp@lsbu.ac.uk Arts and Creative Industries LLRaci@lsbu.ac.uk Built Environment and Architecture LLRbea@lsbu.ac.uk Business LLRbus@lsbu.ac.uk Engineering LLReng@lsbu.ac.uk Health and Social Care LLRhsc@lsbu.ac.uk Law and Social Sciences LLRlss@lsbu.ac.uk You can also go to the Research Helpdesk for some assistance. You can find it on Level 3 in the Perry Library and it is open from Mondays to Fridays from 11.00am to 4.30pm. 17