1. Refworks Part I

2. How can I access Refworks
Refworks can be accessed from:
The homepage of the Jotello F Soga Library (
Jotello F Soga Library’s “ Virtual Library in your office” (
The complete list of databases of the University of Pretoria (

3. Where to find Refworks (www.library.up.ac.za/vet)

4. Enter your student/ personnel number
You must be a registered Library user. If not, please complete a Library registration form and to:
Enter your student/ personnel number
( e.g or )
If you have a PIN type it here.
If not click on SUBMIT and create a PIN on the next page

5. Login to Refworks

6. The group code is : rwunivpretoria
For first time users
For regular login
For off-campus login
The group code is : rwunivpretoria

7. Supply your e-mail address
Choose your own Login name (these days they prefer that you use your as your login name) and Password
Click on “Next”

8. Supply your Name and Surname
Select a “Type of User” and “Focus area”
Enter the displayed words
Click on “Create Account”

9. Congratulations! You have created your account successfully

10. Create a New Folder to add your references
Cattle diseases
Click on New Folder, Name the folder and click on Create

11. Why RefWorks?
RefWorks allows users to create personal databases and use them for a variety of research activities.
References are quickly and easily imported from text files, online databases, through RSS feeds or via the web.
Users can automatically insert references from their database into their papers and generate formatted bibliographies and manuscripts in instantly.
Users can access RefWorks any time, from any web-connected computer running any operating platform.
RefWorks incorporates an online style guide within the program. No more hunting through style instructions to find the correct format.
Users can upload any type of file -- graphic, video, sound, and more -- to existing references stored in RefWorks databases, and easily retrieve and share them.

12. Compiling your database
CAB Abstracts, Medline, Zoological Record (direct export)
Science Direct (direct export)
Wildlife & Ecology Studies Worldwide (direct export)
Pubmed & UP Catalogue (search from within Refworks)
Manually (adding references by hand)
Adding websites (RefGrab-It)

13. CAB Abstracts

14. Click on the dropdown arrow and select Save to Refworks
Do a search on CAB Abstracts and select the references to export

15. Decide which elements must form part of your database and click on Send

16. Login to Refworks to export your results into your Refworks folders

17. Click on View Last Imported Folder to se the list of references

18. The list of imported references

19. To add references to a folder select “All in list”, click on the Folder icon and click on the folder name

20. References have been added to the Cattle diseases folder
References have been added to the Cattle diseases folder . Number of references in the folder changed

21. Science Direct

22. Do a search on Science Direct and select the references to be exported
Click on “Export ”

23. Click on “Save to Refworks ”

24. Log on to Refworks

25. Click on View Last Imported Folder and continue as set out in the CAB Abstracts and Medline slides

26. Wildlife & Ecology Studies Worldwide

27. Do a search and select some of the records by clicking on “Add to folder” icon

28. Once you started adding items the Folder icon will change and a list of the added items will appear in the right hand column

29. To view the list of selected records
click on “Folder” or “Folder view”

30. Select records to be exported
To export the selected results click on Export

31. 1. Select the “Direct Export to Refworks” button
2. Click on “Save”

32. Log on to Refworks

33. Click on View Last Imported Folder
and continue as set out in the
CAB Abstracts and Medline slides

34. UP Explore (catalogue of UP)
&
Pubmed

35. Login to Refworks and click on Search
Login to Refworks and click on Search. Select Online Catalogue or Database

36. In the Search window select University of Pretoria

37. Click on Advanced search .
Select a field and type the keywords.
Click on Search

38. Click on Import to folder. Select the correct folder.
Work through the displayed list and mark the references to add to your folder.
Click on Import to folder. Select the correct folder.

39. Click on OK

40. Click on View Last Imported Folder and continue as set out in the CAB Abstracts and Medline slides

41. ISAP
(Index to South African periodicals)

42. Type a keyword/s in the Keywords window Remember the Boolean operators
Click on Search

43. Select the records to be used
Selected records will appear in the “My action List”

44. References in the “My action List” can be printed, e-mailed and exported to Refworks
Select all the references in the “My action List” and click on “Export selected Items”

45. Select “Export to Refworks”

46. Login to Refworks to export your results into your Refworks folders

47. Click on View Last Imported Folder to see the list of references

48. Add websites using Ref Grab it

49. From the Tools tab select RefGrab-It

50. Click on Install Information

51. Follow the steps as set out for IE and Firefox

52. Do a search on Google and select the required website
Follow the steps as set out for IE and Firefox. RefGrab-It will appear on your toolbar
Do a search on Google and select the required website

53. Click on RefGrab-It

54. A summary of the website will be shown. Click on Import to Refworks

56. Add references manually

57. Login to Refworks and click on New Reference
Manual input
Login to Refworks and click on New Reference

58. Complete this template and click on Save Reference

59. How to edit a reference in a folder

60. Click on the
Edit icon

61. Open up the Additional Fields

62. Edit / change/ add information in the specific fields
Remember to SAVE the reference after editing

63. How to use Refworks to Cite a reference (if Write n Cite is not working)

64. Cite icon ({ } ) of the reference to be cited
Click on the
Cite icon ({ } ) of the reference to be cited

65. A citation will be displayed
A citation will be displayed. Copy this text and paste it into the Word document

66. The Citation has been inserted into the Word document
The Citation has been inserted into the Word document. Repeat these steps until all references are inserted into the document. Save the document. Go back to Refworks.

67. Click on Bibliography and Select Format Document

68. Select the desired Output Style
Select the file you have just saved. Refworks will start processing your document.

69. How to get a list of your references

70. Click on References and then select “Export”

71. Click on References to Include and select the folders to be included

72. Click on Export Format and select Citation List

73. Click on Export

74. All the references in the Animal Diseases folder

75. Please feel free to contact the library if you have any suggestions or questions