INTRODUCTION TO REFWORKS Ben Watson and Anna Miller TEMPLEMAN LIBRARY

What is RefWorks? RefWorks is a sort of online filing cabinet which stores, maintains and manages your references A software attachment (Write-N-Cite) helps to output your references and bibliographies in the correct format RefWorks is web based and accessible from any internet connection Write-N-Cite requires local installation on PCs and laptops November 20122Ben Watson/Anna Miller

Accessing RefWorks Go to Resources > Reference management Click on Log into Refworks Dont forget that you always access your account via My institutions credentials (Shibboleth) Scroll down to University of Kent Bookmark RefWorks help pages – especially Guides and training > How RefWorks works at Kent November 20123Ben Watson/Anna Miller

Adding records to RefWorks Adding records is by one of three methods : 1.Manual creation by completing a form 2.Importing via a file (eg for Zetoc records ) 3.Direct export (for most journal indexes and the library catalogue) For a list of which databases use which method, click on the What works tab on the Refworks page For manual additions Make sure the style and type of record are correct Hover over field tags to see how to enter data November 20124Ben Watson/Anna Miller

Using RefWorks Find out how to – create a new folder – put references into folders – move them between folders – edit and delete references – use the personal notes field – search within RefWorks – use the Organise and share folders tab to create sub folders rename, delete and clear folders November 20125Ben Watson/Anna Miller

Installing RefGrab-IT On a UoK Student Managed Desktop – Log into your RefWorks account – Click on Tools > RefGrab-IT – Click on the RefGrab-It bookmarklet Install information You can only install the bookmarklet version on the Favorites bar on a Student Managed PC Follow instructions clicking on the RefGrab-It link at the bottom right of the grey box – Select Add to Favorites Answer Yes to any security warnings In the Add a favorite box, select Favorites Bar in the Create in box and then click Add – Close and then restart your browser to see and use the RefGrab-It tab November 20126Ben Watson/Anna Miller

Using RefGrab-It RefGrab-It captures references for web pages To use, click on RefGrab-It bookmarklet when viewing your page – On the screen which appears, select your reference then click on Import – You may then be prompted to log into RefWorks – Your new reference(s) should be in the Last Imported folder It only captures html and variations – not PDF files Improve functionality by switching off the Pop up blocker on your browser – Browser tools > Pop up blocker RefGrab-It does not work well with Chrome or Safari – use FireFox November 20127Ben Watson/Anna Miller

Write-N-Cite –inserts footnotes –compiles your bibliography in the correct format CPP uses several styles, including Kent Harvard 2010 edition Installing Write-N-Cite first time only but on both campus PCs (student managed desktops) and your own PC/laptop instructions for installation on student managed desktops on next slide for your home PC/laptop see relevant instructions at Resources > Reference management > RefWorks > Write-N-Cite If you make changes to your RefWorks folders and records dont forget to click on Sync my database in Write-N-Cite November 20128Ben Watson/Anna Miller

Installing Write-N-Cite On a student managed desktop –Log into RefWorks –From the Tools menu (top bar) select Write-N-Cite –Copy the login code (lower left hand side) –Open Word and click on RefWorks tab –Click on login on the Refworks toolbar and paste in the login code –In future you just open a Word document and click on the RefWorks tab for the full menu –If the RefWorks tab is not installed, repeat above November 20129Ben Watson/Anna Miller

Your references To view references in a selected style – Click on Customise (Quick access box on right) to change the format (eg to Kent Harvard) Deleted references go to the Deleted references folder for 30 days – Click on the View menu to see and restore them Imported records will maintain links to the full text November Ben Watson/Anna Miller

References – good practice Check your references on import – Edit out any extra ;, – Check against the style guide to make sure they are in the correct format Style guides available from When you import a new batch of references, always go into the Last imported folder immediately and move them to the correct folder November Ben Watson/Anna Miller

Tips Importing references from Google Scholar – On the GS main page click on Settings > Bibliographic manager > RefWorks – This will provide an Import to RefWorks option for each reference Compiling bibliographies – Use the Create bibliography tab to compile bibliographies from each of your folders November Ben Watson/Anna Miller

Personal notes The Personal notes field of a reference is searchable – Use well thought out keywords to maximise this facility – To search it follow Search > Advanced and select Personal notes in the Search field box – When you see your results, click on – You will see your search term(s) highlighted in the reference November Ben Watson/Anna Miller

Useful information In IE9, if you cannot type in any of the boxes when adding records manually – or adding material in the Personal notes field: a)change browser to Firefox or b)In IE9 right click on the title bar area and ensure that the Command bar option is ticked On the Tools menu, select the Compatibility view option Add RefWorks (as your current site) November Ben Watson/Anna Miller