RefWorks is an electronic reference management system. Cleveland State University has an account with RefWorks that CSU students and faculty can use at no charge. RefWorks Home Page

Connect to RefWorks Information from CSU Library Home Page You can connect to RefWorks information from the CSU Michael Schwartz Library home page (http://library.csuohio.edu). Connect to RefWorks Information from CSU Library Home Page

Click LOGIN TO REFWORKS to Create RefWorks Account At the CSU Michael Schwartz Library RefWorks information page, click the green LOGIN TO REFWORKS button to create your individual RefWorks account. Click LOGIN TO REFWORKS to Create RefWorks Account

Click Sign up for a New Account At the RefWorks Login page, click Sign up for a New Account. Click Sign up for a New Account

Follow Instructions & Prompts to Create RefWorks Account Follow the instructions and prompts to create your RefWorks account. Follow Instructions & Prompts to Create RefWorks Account

Scholar, the CSU Electronic Catalog, Works with RefWorks

Can Connect to Scholar from Law Library Home Page Location Bar You can connect to Scholar from the Law Library home page (https://www.law.csuohio.edu/lawlibrary), or simply enter Scholar’s url (http://scholar.csuohio.edu) in the location bar. Can Connect to Scholar from Law Library Home Page

Scholar Home Page – Let’s Click Advanced Search At the Scholar home page, let’s click the green Advanced Search button to display a more detailed search template. Scholar Home Page – Let’s Click Advanced Search

Here’s a search entered into the Scholar Advanced Search template – stem cell* The * is the truncation symbol – this will retrieve cell, cells, etc. This search has also been limited to the publication dates of 2008 on. Scholar Advanced Search Template – Search Terms Entered & Publication Dates Specified

At Search Results, Click Save Citation to Save That Scholar Record Here are our Scholar search results. Click the green Save Citation button next to each Scholar record that you want to save. At Search Results, Click Save Citation to Save That Scholar Record

After Saving Scholar Records, Click View Saved After saving your desired Scholar records, click the green View Saved button. After Saving Scholar Records, Click View Saved

Exporting Scholar Records – Step 1 – b c d a Here are our saved Scholar records. To export records to RefWorks – Step 1: (a) Mark each of the desired records by clicking in the box next to it. (b) Select End-Note/RefWorks under “Format Of List” column. (c) Select Local Disk under “Send List To” column. (d) Click the grey Submit button. Exporting Scholar Records – Step 1 – (a) Mark Citations to Export (b) Select End-Note/RefWorks Format & (c) Local Disk to Send to (d) Click Submit

To export records to RefWorks – Step 2: a b To export records to RefWorks – Step 2: The system will display an Opening export.txt window – Select Save File, then click the grey OK button. Exporting Scholar Records – Step 2 – System Displays Opening export.txt Window – Select Save File then Click OK

To export records to RefWorks – Step 3: The system will display an Enter name of file to save to… directory window – Name your Scholar references file and save it in your desired directory/folder. Exporting Scholar Records – Step 3 – Name File & Save It in Desired Folder/Directory

Let’s Go Back To RefWorks Now

To export/import records to RefWorks – Step 4: After logging in to RefWorks, click References in the top navigation bar, then Import in the drop-down menu. Exporting/Importing Scholar References – Step 4 – Log in to RefWorks & Click References then Import

Exporting/Importing Scholar References – Step 5 – At Import Template – Click Arrow next to Import Filter/Data Source Box then Select Cleveland State University Library To export/import records to RefWorks – Step 5: At the Import Template, click the arrow next to the Import Filter/Data Source box, then select Cleveland State University Library in the drop-down menu.

To export/import records to RefWorks – Step 6: Still at the Import Template, click the arrow next to the Database box, then select Cleveland State University Innovative Interfaces in the drop-down menu. Exporting/Importing Scholar References – Step 6 – Still at Import Template – Click Arrow next to Database Box then Select Cleveland State University Innovative Interfaces

To export/import records to RefWorks – Step 7: Still at the Import Template, click the grey Browse button next to the Select Text File box. Exporting/Importing Scholar References – Step 7 – Still at Import Template – Click Browse next to Select Text File Box

To export/import records to RefWorks – Step 8: The system will display a File Upload directory window – select your saved Scholar references file, then click the grey Open button. Exporting/Importing Scholar References – Step 8 – Select Saved Scholar References File then Click Open

Exporting/Importing Scholar References – Step 9 – b c d To export/import records to RefWorks – Step 9: Back at the Import Template. After selecting the (a) Import Filter/Data Source, (b) Database, and (c)Text File to be imported, you can now (d) click the grey Import button. Exporting/Importing Scholar References – Step 9 – Back at Import Template – (a) Import Filter/Data Source, (b) Database, & (c) Text File All Selected – (d) Click Import

RefWorks Import Completed – The system will display this page, confirming that the import of references is completed. Your Scholar references are now in the Last Imported Folder. To view these references, click the grey View Last Imported Folder button. RefWorks Import Completed – Scholar References Now in Last Imported Folder – To View, Click View Last Imported Folder

Scholar References in Last Imported Folder Here are your Scholar references, in the Last Imported Folder. Scholar References in Last Imported Folder

Before Importing References from a Database, You Need to Find Out How RefWorks Works with That Database

Getting Import Instructions – Step 1 – Click Help in the top navigation bar, then launch help file in the drop-down menu. Getting Import Instructions – Step 1 – Click Help then launch help file

At Help File, Click Getting References Into Your Account Getting Import Instructions – Step 2 – At the Help file, within the navigation menu in the left frame, click Getting References Into Your Account. Getting Import Instructions – Step 2 – At Help File, Click Getting References Into Your Account

Getting Import Instructions – Step 3 – The system will expand the menu under “Getting References Into Your Account” in the left frame. Click Importing From Online Data Vendors. Getting Import Instructions – Step 3 – Click Importing From Online Data Vendors

Getting Import Instructions – Step 4 – The system will display a list of online data vendors in the right frame. Scroll down this frame to your desired vendor. Getting Import Instructions – Step 4 – Online Data Vendors List – Scroll to Desired Vendor

Import Instructions for PubMed For example, here are the import instructions for the PubMed database. Import Instructions for PubMed

Let’s Do a Search in PubMed… http://www.ncbi.nlm.nih.gov/pubmed

PubMed Home Page – Let’s Click Advanced At the PubMed home page, let’s click Advanced to display a more detailed search template. PubMed Home Page – Let’s Click Advanced

Here’s a search entered into the PubMed Advanced Search template – stem cells as MeSH terms AND ethics as a MeSH Term AND publication dates from 7/1/09 on. PubMed Advanced Search Template – Search Terms Entered & Publication Dates Specified

Here are our PubMed search results.

Importing PubMed References – Step 1 – a d At your PubMed search results, follow the instructions for importing references that you found on the RefWorks Import Instructions page – Step 1: (a) Select your desired references. (b) Click Display Settings at the top left – this will open the “Settings” box. (c) In the “Settings” box, select the MEDLINE Format, as well as your options for how many items on a page and how they should be sorted. (d) Click the grey Apply button. Importing PubMed References – Step 1 – Select References (b) Click Display Settings (c) Select MEDLINE Format (d) Click Apply

Importing PubMed References – Step 2: The system will display your references in a tagged format. Click File in the Menu Bar, then Save Page As in the drop-down menu. Importing PubMed References – Step 2 – System Displays References as Tagged Format – Click File in Menu Bar then Save Page As

Importing PubMed References – Step 3: The system will display a Save As directory window – Name your PubMed references file and save it in your desired directory/folder. Importing PubMed References – Step 3 – Name File & Save It in Desired Directory/Folder

Let’s Go Back to RefWorks Now – We’re Still Following RefWorks’ Instructions for Importing PubMed References

Importing PubMed References – Step 4: After logging in to RefWorks, click References in the top navigation bar, then Import in the drop-down menu. Importing PubMed References – Step 4 – Log in to RefWorks & Click References then Import

Importing PubMed References – Step 5: At the Import Template, click the arrow next to the Import Filter/Data Source box, then select NLM PubMed in the drop-down menu. Importing PubMed References – Step 5 – At Import Template – Click Arrow next to Import Filter/Data Source Box then Select NLM PubMed

Importing PubMed References – Step 6: Still at the Import Template, click the arrow next to the Database box, then select PubMed in the drop-down menu. Importing PubMed References – Step 6 – Still At Import Template – Click Arrow next to Database Box then Select PubMed

Importing PubMed References – Step 7: Still at the Import Template, click the grey Browse button next to the Select Text File box. Importing PubMed References – Step 7 – Still at Import Template – Click Browse next to Select Text File Box

Importing PubMed References – Step 8: The system will display a File Upload directory window – select the PubMed references file you saved, then click the grey Open button. Importing PubMed References – Step 8 – Select Saved PubMed References File then Click Open

Importing PubMed References – Step 9 – Back at Import Template – (a) Import Filter/Data Source (b) Database & (c) Text File to Be Imported All Selected – (d) Click Import Importing PubMed References – Step 9: Back at the Import Template – After selecting the (a) Import Filter/Data Source, (b) Database, and (c)Text File to be imported, you can now (d) click the grey Import button.

RefWorks Import Completed – The system will display this page, confirming that the Import of references is completed. Your PubMed references are now in the “Last Imported Folder.” To view these references, click the View Last Imported Folder button. RefWorks Import Completed – PubMed References Now in Last Imported Folder – To View, Click View Last Imported Folder

PubMed References in Last Imported Folder Here are your PubMed references, in the Last Imported Folder. PubMed References in Last Imported Folder

RefWorks Does Not Work with LexisNexis or Westlaw Yet – You Have to Manually Add These References

Manually Adding a Reference – Step 1 – Click Reference in the top navigation bar, then Add New Reference in the drop-down menu. Manually Adding Reference – Step 1 – Click on References then Add New Reference

Manually Adding a Reference – Step 2 – The system will display the New Reference template. Complete the information as desired, then click the grey Save Reference button at the bottom of the template. Manually Adding Reference – Step 2 – Complete New Reference Template & Click Save Reference at Bottom of Template

Want to Add Information to, or Edit, a Reference Suppose You Want to Add Information to, or Edit, a Reference You Have Stored In RefWorks…

Editing Information on a Reference – Step 1 – Click the Edit icon to the right of that reference. Editing Information on a Reference – Step 1 – Click Edit Icon to Right of Reference

Editing Information on a Reference – Step 2 – At the individual reference record, you can edit, or add information to, any of the record fields. Editing Information on a Reference – Step 2 – Edit Individual Reference Record as Desired

Some of Your RefWorks References in a Particular Folder… Suppose You Want to Put Some of Your RefWorks References in a Particular Folder…

Putting References in New Folder – Step 1 – Putting References in a New Folder – Step 1: Click the New Folder button at the upper left. Putting References in New Folder – Step 1 – Click New Folder

Putting References in a New Folder – Step 2: The system will display a Create New Folder Box. Name the new folder, then click the grey Create button. Putting References in New Folder – Step 2 – System Displays Create New Folder Box – Name New Folder then Click Create

Putting References in New Folder – Step 3 – b a Putting References in a New Folder – Step 3: At the Last Imported Folder or other list of references – (a) Select the desired references from the list, or select all of the references by clicking in the circle next to All in List. (b) Click on the arrow next to the Add To icon, then select the desired folder for your selected references. Putting References in New Folder – Step 3 – At Last Imported Folder or Other Reference List – Select Desired References or All in List (b) Click Add To Arrow then Select Desired Folder

To View Particular Folder, Click View To view a particular folder of references, click View in the top navigation bar, then View Folder in the drop-down menu, then the desired folder name in the menu that pops to the side. To View Particular Folder, Click View then View Folder then Desired Folder Name

Here is the Stem Cells Folder, now populated by the references we just moved into it.

Suppose You Want to Use References You Have Stored in RefWorks when Writing a Paper…

Getting Instructions for Using RefWorks when Writing a Paper – Step 1: Click Help in the top navigation bar, then launch help file in the drop-down menu. Getting Instructions for Using RefWorks when Writing Paper – Step 1 – Click Help then launch help file

Getting Instructions for Using RefWorks when Writing a Paper – Step 2: At the Help file, within the navigation menu in the left frame, click Writing Your Paper And Creating Your Bibliography. Getting Instructions for Using RefWorks when Writing Paper – Step 2 – At Help File, Click Writing Your Paper And Creating Your Bibliography

Getting Instructions for Using RefWorks Getting Instructions for Using RefWorks when Writing a Paper – Step 3: The system will display the Writing Your Paper Overview page, as well as expand the menu under “Writing Your Paper And Creating Your Bibliography” in the left frame. Note the four options on this page: Write-N-Cite One Line/Cite View Create a simple Reference List Write Your Paper Offline Getting Instructions for Using RefWorks When Writing Paper – Step 3 – Note Four Options on Writing Your Paper Overview Page

Write-N-Cite Opening Page – Note Windows Compatibility Requirements Here is the Write-N-Cite opening page. This utility allows you to run an abbreviated version of RefWorks in Word. Note the Windows compatibility requirements. Write-N-Cite Opening Page – Note Windows Compatibility Requirements

Here is the One Line/Cite View opening page. This utility is compatible with Netscape 6.0 and above, Internet Explorer 5 and above, Mozilla 1.2.1 and above, Firefox 1.0 and above, as well as Safari. This utility also works with Macs.

Writing Your Paper Offline Opening Page Here is the Writing Your Paper Offline opening page. These procedures work with Windows and Macs. Writing Your Paper Offline Opening Page

Here is the Create a simple Reference List opening page. Let’s go through the steps outlined here and create a sample reference list/bibliography. Create a simple Reference List Opening Page – Let’s Create a Sample Reference List/Bibliography

Creating a Simple Reference List or Bibliography – Step 1 – Option 1: There are two options for starting the process of creating a simple reference list or bibliography in RefWorks. One option is to click the grey Create Bibliography button at the upper left. Creating Simple Reference List or Bibliography – Step 1 – Option 1 – Click Create Bibliography

Creating a Simple Reference List or Bibliography – Step 1 – Option 2: The second option for starting the process of creating a simple reference list or bibliography is to click Bibliography in the top navigation bar, then Create in the drop-down menu. Creating Simple Reference List or Bibliography – Step 1 – Option 2 – Click Bibliography then Create

Creating a Simple Reference List or Bibliography – Step 1: Whichever option you use, the system will display the Create Bibliography Template. Creating Simple Reference List or Bibliography – Step 1 – Create Bibliography Template

Creating Simple Reference List or Bibliography – Creating a Simple Reference List or Bibliography – Step 2: At the Create Bibliography Template, click the arrow next to the Output Style box, then select your desired style in the drop-down menu. Creating Simple Reference List or Bibliography – Step 2 – At Create Bibliography Template – Click Arrow next to Output Style Box then Select Desired Style

Creating Simple Reference List or Bibliography – If Desired Output Style Not Listed Click Output Style Manager Creating a Simple Reference List or Bibliography – If your desired style is not listed in the Output Style box drop-down menu, click Output Style Manager below the Output Style box.

Output Style Manager Window – If you clicked Output Style Manager, the system will display the Output Style Manager window with two boxes. Scroll through the List of Output Styles in the left box to select your desired style, then click the small green right arrow between the two boxes to add that style to your list of Favorites in the right box. Here we’ve selected “Bluebook (notes & bibliography)” in the List of Output Styles. Output Style Manager Window – Select Desired Output Style in Left Box then Click Small Right Arrow to Add It to Favorites in Right Box

Output Style Manager Window – Here “Bluebook (notes & bibliography)” has been added to our Favorites. Click the X at the upper right of the Output Style Manager window to return to the Create Bibliography template. Output Style Manager Window – “Bluebook (notes & bibliography)” Added to Favorites – Click X to Return to Create Bibliography Template

Creating Simple Reference List or Bibliography – Creating a Simple Reference List or Bibliography – Step 2: At the Create Bibliography Template, click the arrow next to the Output Style box, then select your desired style in the drop-down menu. Here we’ve selected “Bluebook (notes & bibliography).” Creating Simple Reference List or Bibliography – Step 2 – Create Bibliography Template – Click Arrow next to Output Style Box then Select Desired Style

Creating Simple Reference List or Bibliography – Creating a Simple Reference List or Bibliography – Step 3: Still at the Create Bibliography Template, click the arrow next to the File Type box, then select your desired format in the drop-down menu. Creating Simple Reference List or Bibliography – Step 3 – Still at Create Bibliography Template – Click Arrow next to File Type Box then Select Desired Format

Creating Simple Reference List or Bibliography – Step 4 – Still at Create Bibliography Template – Click Arrow next to References to Include Box then Select Desired Reference List Creating a Simple Reference List or Bibliography – Step 4: Still at the Create Bibliography Template, click the arrow next to the References to Include box, then select your desired list of references in the drop-down menu.

Creating Simple Reference List or Bibliography – d Creating Simple Reference List or Bibliography – Step 5 – Still at Create Bibliography Template – (a) Output Style (b) File Type (c) References to Include All Selected – (d) Click Create Bibliography Creating a Simple Reference List or Bibliography – Step 5: Still at the Create Bibliography Template, after selecting the (a) Output Style, (b) File type, and (c) References to Include, you can now (d) click the grey Create Bibliography button.

Creating a Simple Reference List or Bibliography – Step 6: The system will display an Opening … window. Select the desired opening format, then click the grey OK button. Creating Simple Reference List or Bibliography – Step 6 – Opening … Window – Select Desired Opening Format then Click OK

Here is your sample bibliography.