RefWorks for Historians Alice Nelson alice.nelson@bodleian.ox.ac.uk
Aims of this session To enable you to: Use the basic features of RefWorks; Import references from different sources; Manage your database of references; Create a bibliography/reference list. 2
RefWorks is a personal online database that allows you to manage all your research and to generate a bibliography in the format you need. enables you to: Import references from many sources Organize your references Include citations while you write your paper Create a bibliography in a variety of citation formats, and in different document formats (Word, RTF, HTML, etc.) 3
Access Access your personal account from any computer connected to the web. Free access for Oxford University members, and Alumni. Outside Oxford network, log in via group code - see: http://www.bodleian.ox.ac.uk/eresources/refworks 4
RefWorks vs EndNote Compare features: Web Desktop Save references Organize & edit references Unlimited Storage capacity (number of references) 10,000 Import from many databases and OPACs Cite & format papers with bibliographies Create & save advanced searches Customize views & displays Edit reference import filters & output styles Work online, on any computer Cite tables, figures, & equations Work Offline (anytime/anywhere) Write N Cite III available offline: Full access online Local Personal Files and Documents High Performance Desktop Environment 5
Other reference management software Several alternative packages available: Endnote, Zotero and Mendeley Find out more WISER: Tech Tools - Reference Management (Wed 20 Feb 2.00 5.00) (wk 6) Book @ http://courses.it.ox.ac.uk/detail/tzw6 Guide to reference management @ http://libguides.bodleian.ox.ac.uk/referencemanagement (includes comparison table) 6
Getting started: setting up an account (1) 1. Go to www.refworks.com/refworks 2. Click on Sign up for a New Account X Note: don t use this option 7
Getting started: setting up an account (2) 3. Fill in the form 4. Click on Create account 8
Selecting favourite output styles 1. choose Bibliography then Output Style Manager 2. Find the style you need in the List of Output Styles and move the style to your Favorites using the arrows 9
Options for importing references Enter references manually Export data from Direct Export Partners e.g. SOLO, OxLIP+, EBSCO, ProQuest and others Search for data from within RefWorks e.g. COPAC Import data from databases using saved files usually in plain text format with tagged fields e.g. BBIH 10
Adding new reference manually (1) 1. Click on New Reference 11
Adding new reference manually (2) 2. Check Ref type 3. Fill in boxes provided for the selected output style 4. Save reference or Save & add new to continue adding more references 12
Direct export from SOLO (1) 1. Login to SOLO using your Single Sign On 2. Search SOLO and mark some results by clicking the star next to the item 3. Access your E-shelf for a list all of the records you have marked 13
Direct export from SOLO (2) 4. Select the ones you want to use 5. From the drop-down menu, choose Push to RefWorks and click Go to export directly to RefWorks 14
Edit a reference, add notes & attach documents (1) 1. Choose a reference and click on edit. 2. Make any changes needed to the bibliographical details. 15
Edit a reference, add notes & attach documents (2) 3. To attach a document click on browse button & navigate to your saved Document. 4. Click on open to attach it to your reference. 16
Edit a reference, add notes & attach documents (3) 5. To add personal notes click on additional fields and scroll down to personal notes field 6. Click on save reference or save & add new before exiting 17
Creating Folders in RefWorks (1) 1. Select New Folder 2. Enter a name in New Folder Name box and click Create 18
Creating Folders in RefWorks (2) 3. Go to Folders - Last Imported Folder and select some references. 4. Click on Folder icon and choose a folder to save your selected references to. 5. To find and remove any duplicates choose Find Duplicates and follow the steps. 19
Practice Try the following tasks: 1, 2, 3 & 4 20
Direct export from EBSCO (1) 1. Go to http://oxlip-plus.bodleian.ox.ac.uk and find an EBSCO database e.g. Historical Abstracts 2. Conduct a search. Select some articles to save and click on Add to Folder 21
Direct export from EBSCO (2) 3. Go to Folder View, select the records you wish to export, then click on Export 4. Select Direct Export to Refworks and then click Save 22
Direct export from EBSCO (3) 5. Your records should appear in the Last Imported Folder. Check them for accuracy at this point. 23
Direct export from ProQuest (1) 1. Select items to export and click on Export/Save then choose RefWorks 2. Click Continue. You might need to login to RefWorks at this point 24
Direct export from ProQuest (2) 3. Your records should appear in the Last Imported Folder. Check them for accuracy at this point. 25
What to do when direct export is not possible - e.g. BBIH 26
Saving results from BBIH 1. Search Bibliography of British & Irish History 2. Select the items you want to save and click on Export 27
Saving results from BBIH 3. Change file name if preferred 4. Select download as method of export 5. Select.txt RefWorks tagged format click on export, then save file to computer 28
Importing to RefWorks 1. Select References Import from the toolbar 2. Select the data source (RefWorks Tagged Format) and database (Tagged Format) Browse for the text file you saved and click Import 3. Your records should appear in the Last Imported Folder. 29
About import filters 1. To see a list of Direct Export partners choose: References Import and click on List of Filters and Databases. 2. Choose Direct Export Partners. 30
Importing from Google Scholar (1) 1. From Google Scholar search page click on Scholar Preferences link at side of search box 2. Scroll down to Bibliography manager settings 3. Select to Show links to import citations into choose RefWorks from the dropdown menu 4. Save preferences + 31
Importing from Google Scholar (2) Search results should now offer the option to Import to RefWorks Note: this has to be done individually as there is no mark records option 32
Practice Try the following tasks: 5, 6, 7 & 8 Also open Word, go to the RefWorks tab and login. Groupcode: oxymoron 33
Formatting citations in your paper with Write-N-Cite Write-N-Cite is a tool which you download into your word processing software. It makes placing references into your paper easy. You need to download the Write-N-Cite plug in from RefWorks. 1. Choose Tools Write-N-Cite and follow the instructions 34
Formatting citations in your paper with Write-N-Cite Available for Windows or Mac Install information 35
Working Offline with Write-N-Cite III If you want to work offline use Write-N-Cite III (older version) Offline, you can: View your references and insert temporary citation placeholders Format your bibliography You cannot add, edit or delete references in your RefWorks account offline 36
Getting started with W-N-C To add a citation at a particular point in your Word document click on the Write-N-Cite icon on the toolbar Log into Write-N-Cite to access your RefWorks database Choose referencing style 37
Adding a citation with W-N-C In the Word document, place you cursor where the citation is to be inserted From the Write-N-Cite list click on Insert citation > Insert new Select citation and add page numbers Press OK to insert Save your document 38
Formatting a bibliography with W-N-C In the Write-n-Cite tab click on Bibliography Options and choose Insert Bibliography You can change your output style without creating a new document You can remove and re-insert in another location if required 39
Adding page numbers to citations Tick Override Pages and insert page number(s) in format required by referencing style. Or use Suffix 40
Creating a standalone bibliography In RefWorks, click on Bibliography / Create Choose an Output (reference) style e.g. Harvard Tick Format a Bibliography from a List of References Choose a File type e.g. HTML, Word Choose which references you want to include e.g. All references, My List, folder Click on Create Bibliography 41
Creating a standalone bibliography 2. Choose style 3. Tick Format a Bibliography from a List of References 1. In RefWorks, click on Bibliography Create 4. Choose a File type e.g. HTML, Word 5. Choose which references you want to include e.g. All references, My List, folder 6. Click on Create Bibliography 42
Using History Faculty styles History faculty, Oxford Notes & Bib. (beta) for formatting essays with footnote references and bibliography in Write-N-Cite for Windows History Faculty, Oxford Notes & Bib. (for WNC III) formatting essays with footnote references and bibliography in Write-N-Cite III (older version) History Faculty, Oxford Bibliography only (beta) for formatting bibliographies in RefWorks for creating bibliographies without Write-N-Cite using One Line / Cite View 43
Compatibility with other word processing packages Open Office Write-N-Cite is not available in Open Office. However, you can use the One Line/Cite View in RefWorks to add citations and create a bibliography. For information on how to do this, see Task 14 on the course handouts or look at the RefWorks online help https://www.refworks.com/refworks/help/refworks.htm - under Output and Formatting LaTeX You can export references from RefWorks into BibTex, the bibliography manager in LaTeX. See useful instructions from MIT http://libguides.mit.edu/refworks 44
Help with using RefWorks Use Help from the RefWorks menu Report any problems or make requests for new filters to support@refworks.com Local help is available either from nigel.walker@bodleian.ox.ac.uk or from any of the RefWorks presenters: shona.mclean@bodleian.ox.ac.uk kate.petherbridge@bodleian.ox.ac.uk valerie.lawrence@bodleian.ox.ac.uk nia.roberts@bodleian.ox.ac.uk angela.carritt@bodleian.ox.ac.uk alice.nelson@bodleian.ox.ac.uk 45
Practice Try the following tasks: 9, 10 and 12 Continue and try some of the optional exercises: 11, 14 30 (Not possible to do task 13 on campus PCs) 46
Well done! You should now be able to: Login to RefWorks Create folders and manage output styles Add references manually, export from databases, import files and edit references Generate bibliographies using RefWorks and Write-N-Cite 47