1. RefWorks: Advanced
November 23, 2005

2. What We’ll Cover Today Managing Your Personal Database
Searching Your Personal Database
Linking to the Full Text of Articles
Using “My List”
Editing a bibliographic format
Sharing Your References
Using Write-N-Cite (format your paper and generate the bibliography in WORD)
Anything else??

3. Managing Your Personal Database
Your personal database consists of ALL your folders
You can have multiple folders
You can have the same reference in multiple folders
Clear, Rename, and Delete Folders
Move articles from one folder to another
Remove and Delete articles (there IS a difference!)
Find duplicate references

4. Managing Your Personal Database

5. Managing Your Personal Database Organizing Folders

6. Managing Your Personal Database Organizing Folders

7. Managing Your Personal Database Moving References

8. Managing Your Personal Database Moving References

9. Managing Your Personal Database Deleting References
From a specific folder
Use Remove
From the database
Use Delete

10. Managing Your Personal Database Deleting References

11. Managing Your Personal Database Deleting References

12. Managing Your Personal Database Duplicate References
Cleaning up your database
“Exact” searches for exact match of title, author, and publication year

13. Managing Your Personal Database Duplicate References

14. Managing Your Personal Database Duplicate References

15. Questions??

16. Your Turn! Create a dummy folder
Move two or three references into the dummy folder
Delete (i.e., Remove) ONE reference in the dummy folder
Check to see if you have any duplicate references
Delete the dummy folder

17. Searching Your Personal Database
Search Author, Periodical, or Descriptor
Searches entire personal database, not just a particular folder
Especially useful as your database grows larger – helps in organization, locating all articles of interest in your database
Two methods:
From within a reference (view mode)
From the menu bar

18. Searching Your Personal Database From View Mode

19. Searching Your Personal Database From View Mode

20. Searching Your Personal Database From View Mode

21. Searching Your Personal Database From Menu Bar

22. Searching Your Personal Database From Menu Bar

23. Searching Your Personal Database From Menu Bar

24. Searching Your Personal Database Adding a Descriptor
To a single record
Use Edit mode for the record
To multiple records
Use Global Edit

25. Searching Your Personal Database Adding a Descriptor

26. Searching Your Personal Database Adding a Descriptor

27. Questions??

28. Your Turn!
Check out the descriptors of the references in your database

29. Linking to the Full Text of Articles
Some databases will put a URL into the RefWorks reference (e.g. Scholars Portal)
May show up in Availability or Links field
Get Waterloo available for
each reference
Caution: this does NOT mean that the full text is definitely accessible – if UW does not subscribe to the publication, it won’t be there!

30. Linking to the Full Text of Articles

31. Linking to the Full Text of Articles

32. Using “My List”
Allows the selection of references from multiple folders for TEMPORARY use
References added to the My List folder are available ONLY during the current session; the folder is cleared when you log off from RefWorks
A bibliography can be printed from the My List folder

33. Using “My List”

34. Using “My List”

35. Using “My List”

36. Questions??

37. Editing a Bibliographic Format
Bibliographic format = output style
Personal output styles will be in red and in your database only – they are not available to anyone else

38. Editing a Bibliographic Format
Steps:
Select Bibliography or Citation type
Choose a style closest to what you want
Name it in the box BELOW
Click on the Save As button
Make your changes
Click on the Save button
NB: Your new output style may not appear until you exit and reenter the Bibliography page

39. Editing a Bibliographic Format

40. Editing a Bibliographic Format

41. Editing a Bibliographic Format

42. Editing a Bibliographic Format

43. Editing a Bibliographic Format

44. Questions??

45. Sharing Your References
Allow other RefWorks users at UW view your references (e.g., course instruction)
Read-only password
Allow other RefWorks users at UW view and modify your references (e.g., working with a group of people on a project)
Share your user name and password
NB: you may want to create a separate account for the project

46. Sharing Your References – View Only

47. Sharing Your References – View Only

48. Questions??

49. Using Write-N-Cite
Insert references from RefWorks directly into your Word document
Format your paper in the chosen output style
Generate your bibliography in the chosen output style
Two methods:
with the Write-N-Cite plug-in
without the Write-N-Cite plug-in

50. Using Write-N-Cite – with the plug-in
Download the Write-N-Cite plug-in (under Tools) and follow the directions to install it on your computer
Open Microsoft Word
Click on the Write-N-Cite icon
RefWorks is automatically launched
Log in to RefWorks
Check the “Always on top” box (optional)
NB: Save your document before generating the bibliography
NB: Always work in the ORIGINAL document

51. Using Write-N-Cite – with the plug-in

52. Using Write-N-Cite – with the plug-in

53. Using Write-N-Cite – with the plug-in

54. Using Write-N-Cite – with the plug-in

55. Using Write-N-Cite – with the plug-in

56. Using Write-N-Cite – without the plug-in
Open RefWorks
Switch to One line/Cite View
Open a Word document
NB: Save your document before generating the bibliography
NB: Always work in the ORIGINAL document
NB: To generate your final document in Word format, SAVE the document when prompted; OPENing the document defaults to html format

57. Using Write-N-Cite – without the plug-in

58. Using Write-N-Cite – without the plug-in

59. Using Write-N-Cite – without the plug-in

60. Using Write-N-Cite – without the plug-in

61. Using Write-N-Cite – without the plug-in
Copy

62. Using Write-N-Cite – without the plug-in
Paste

63. Using Write-N-Cite – without the plug-in

64. Using Write-N-Cite – without the plug-in

65. Using Write-N-Cite – without the plug-in

66. Using Write-N-Cite – without the plug-in (cont’d)

67. Your Turn! Using either method, Create a brief document,
Insert one or two references, and
Format the document/Create a bibliography

68. Anything Else??

69. Questions??

70. For More Information… Consult the RefWorks Help or Tutorial
Contact your Liaison Librarian
Contact me