2. Indispensable tools for research at its best RefWorks 2.0 fundamental Alan Tang - 2012

3. - 2 - Agenda Access and sign-up an account with RefWorks Navigating around RefWorks Adding References in different ways Exporting specific references Search references Organizing References with Folders RefShare / attachments Cite and Create Bibliographies How can I learn more?

4. - 3 - Access RefWorks RefWorks 2.0

5. The name of your institute should show up here Please type-in your login name and password If you have a Refwork account 1. Click Sign up for a new Account to create a RefWorks personal account 2. Fill in the form and click Create Account 1. Click Sign up for a new Account to create a RefWorks personal account 2. Fill in the form and click Create Account

6. - 5 - RefWorks 2.0 - sign-up an account

7. - 6 - After you create your account, you will see a page like this – an empty database containing no references From the menus here, you can access many of the features in Refworks You will see your references here, This is a new database, so right now this area is empty Tools here helps you to organizes your references and folders There is always a search box here to search within your RefWorks database

8. - 7 - Adding references Direct Import Searching Online Catalogs Manual

9. - 8 - Direct Export Partners

10. - 9 - Direct import ProQuest EBSCO Google Scholar

11. - 10 - "ALTERNATIVE ENERGY SOURCES " Direct import from ProQuest

12. - 11 - Select references to export Click “Export/Save ” and “RefWorks: Direct import from ProQuest

13. - 12 - Click “Continue ” to process export Direct import from ProQuest

14. - 13 - Direct import from ProQuest Click “view Last Imported Folder ” to view references you imported just now

15. - 14 - Click the magnifier icon to view the full reference Direct import from ProQuest

16. - 15 - Direct import from ProQuest

17. - 16 - Direct import from EBSCO Perform a search from EBSCO Equity Market

18. - 17 - Direct import from EBSCO Select Records to add to folder

19. Click

20. Select results to export

21. Click

22. Select “Direct Export to Refworks” Click to export

23. Click “view Last Imported Folder ” to view references you imported just now

24. Click the magnifier icon to view the full reference

26. - 25 - Direct import from Google Scholar

28. Click “view Last Imported Folder ” to view references you imported just now

30. - 29 - Adding References By searching online catalogs

31. - 30 - By Searching Online Catalog Go the Select menu and select Online Catalog or Database

32. - 31 - By Searching Online Catalog

33. - 32 - By Searching Online Catalog

34. - 33 - By Searching Online Catalog Select References to import to Refworks and click Import button down at the bottom

35. - 34 - Adding References Manual entry

36. - 35 - Adding New References Manually Click References > Add New or New Reference button

37. - 36 - Adding new References manually

38. - 37 -

39. - 38 -

40. - 39 - Exporting References Export your references in different formats

41. - 40 - Exporting references

42. - 41 - Exporting References 1. Select folder of references and format to export 2/ Click Export button to export in text file.

43. - 42 - Exporting References

44. - 43 - Search References Search your References Stored in RefWorks

45. - 44 - Search References

46. - 45 - Advanced Search

47. - 46 - Advanced Search keyword

48. - 47 - Advance search

49. - 48 - Organizing References with Folders Create new folder Moving references between folders

50. - 49 - Creating New Folder When you import references they are added to the Last Imported Folder. You may want to create folders to group references by subject, project or any other purpose.

51. - 50 - Creating New Folder Click New folder 1 1 Fill-in new folder name and click Create button 2 2 Test 123

52. - 51 - Moving References between Folders Under References to Use, select which reference you want to add to the new folder.

53. - 52 - Moving References between Folders These references new show the new folder name here You can click the tab to list all your folders

54. - 53 - Drag & Drop feature

55. - 54 - Organizing References with Folders You can jump to any folder by clicking on its name You can also click this icon to update your folder

56. - 55 - Share Folders You can also click this icon to setup share folder

59. - 58 - Upload attachments Adding attachments to a reference

60. - 59 - Upload attachments Just like adding attachments to your email, RefWorks allow user to add unlimited number of attachments to your references. Support Format of attachment including: · BMP, TIFF, JPEG, PNG, GIF, PDF · Microsoft® office files · Equation · Chemical structure · Technical drawing · and more……..

61. - 60 - Upload Attachments Click Edit icon of the reference 1 1 Click “Browse” to select file 2 2 Click Add attachment button to upload 3 3 Click EDIT icon to begin edit mode

62. - 61 - Unlimited number of attachments(no more than 20 MB each) in one single reference

64. - 63 - Cite and Create Bibliographies Format a Bibliography from a List of References Format Paper and Bibliography (using Write-N-Cite)

65. - 64 - Format a Bibliography from a List of References

66. - 65 - The new Write-N-Cite Using New Write-N-Cite with MS Word

67. - 66 - The new Write-N-Cite Integrates into MS Word ribbon Seamless online and offline experience Ability to share across platforms (PC and Mac) Inserts fully formatted citations, footnotes and bibliography – no more citation placeholders! For advanced needs - optional bibliography formatting modifications can be made within WNC (changing line spacing of a style, modifying indent and more)

68. - 67 - Compatibility The new Write-N-Cite for Windows is compatible with: - MS Word 2007 and 2010 - Windows XP, Vista and Windows 7 The new Write-N-Cite for Mac is compatible with: - MS Word 2008 and 2011 - Mac OS X 10.5-10.7 WNC for MAC has the same features and functions as WNC for Windows and documents may be shared across platforms.

69. - 68 - Installation of the new Write-N-Cite

70. - 69 - WNC can be found in Word toolbar Click on RefWorks to launch the new Write-N-Cite

71. Logging in You log in to your RefWorks account the first time, however, you don’t need to log out, unless you are on a public computer. Remaining logged in speeds up your work and enables you to go offline at any time.

72. Logging In You enter your group code, user name and password to log in, OR you can get a WNC login code from the WNC Installation page within your RefWorks account. The login code is unique to each account and only valid for 4 hours (you only need the code once, unless you log out and then you will need a new code from the installation page).

73. Syncing your database After you log in the first time, Write-N-Cite will automatically “sync” with your RefWorks account. This may take a few minutes. It is downloading your references and preferred output styles. Each time you open a document in Word (and are accessing the Internet), Write-N-Cite will automatically check your RefWorks account and download any newly added references or changes to your Output Style Manager. The red progress bar at the bottom of the document shows the database is syncing.

74. Picking your output style Before you start writing, you may want pick your output style. Click on “Style” and select one of our “popular styles” or one of your “favorites” that you’ve added via the Output Style Manager.

75. Inserting citations Click “Insert Citation” to launch the insert/edit box.

76. Insert/Edit Citation Box You can access references by folders or view all references (which you can sort by author, year or title). You can access references by folders or view all references (which you can sort by author, year or title).

77. Insert/Edit Citations box You can also search using the search box, which will search every field….

78. Viewing your references Mouse-over a reference to see the full title….

79. Viewing your references Right click to view the full reference (excluding file attachments)

80. Inserting a citation When you select a reference, You will see a preview of the formatted citation and it will also display at the bottom should you want to re-order how the references are displayed in-text.

81. Inserting a citation Your citation is inserted into your paper fully formatted in the output style you selected…

82. Inserting a bibliography You can insert your bibliography anywhere in your paper and watch your bibliography format while you write.

83. Editing citations Preview the citation before inserting it into your paper. You can even edit the citation – adding information to it or hiding it altogether. Preview the citation before inserting it into your paper. You can even edit the citation – adding information to it or hiding it altogether.

84. Footnotes You can easily turn any citation into a footnote. Just mark the “Make Footnote” option. You will see a preview of the footnote in the citation preview box. You can easily turn any citation into a footnote. Just mark the “Make Footnote” option. You will see a preview of the footnote in the citation preview box.

85. Formatted Footnote

86. Editing citations To insert multiple references in one citation, you need to double- click on each one in the folder or reference view. To insert multiple references in one citation, you need to double- click on each one in the folder or reference view. double click on a selected citation to edit it.

87. Converting old documents Write-N-Cite III documents should automatically convert when you launch the document with the new Write-N-Cite, however, there is also an option to convert an old document or remove field codes stored in Word. Write-N-Cite III documents should automatically convert when you launch the document with the new Write-N-Cite, however, there is also an option to convert an old document or remove field codes stored in Word.

88. Extras In addition to the citation and bibliography area of the new Write-N-Cite Toolbar, there is a section called “Extras” where you can: -Sync your database -Remove field codes -Open your RefWorks account In addition to the citation and bibliography area of the new Write-N-Cite Toolbar, there is a section called “Extras” where you can: -Sync your database -Remove field codes -Open your RefWorks account

89. - 88 - How can I learn more?

90. - 89 - RefWorks Webinars www.refworks-cos.com/training

91. - 90 - Tutorial - Screencasts on YouTube

92. - 91 - Screencasts at YouTube http://www.youtube.com/ProQuestRefWorks

93. - 92 - Help Database

94. - 93 - LibGuides - Refworks http://refworks.libguides.com/home