1. Library Workshop for Postgraduate Students Oct 2012 PART TWO

2. Outline Part One: Literature Searching with Focus on Advanced Research Tools –Quick Start with iSearch –Social Sciences Citation Index (Web of Science) Search Basics Special Functions and Tools (Cited Reference Search, Analyze Tools, etc) Author / Citation Tracking & Alerts –Other Citation Research Tools: SCOPUS & Google Scholar –Dissertation Databases / Resources Part Two: RefWorks –Create / Import references –Organize references into (sub)folders –Create bibliography –Use Write-N-Cite to create citations 2

3. RefWorks What is RefWorks? –RefWorks is a Web-based Bibliographic Tool But what do you mean by a web-based Bibliographic Tool? –A web-based bibliographic tool (or citation manager) allows you to collect, store and manage bibliographic information (citations on books, journal articles, dissertations, etc) in an online database; and output them in your desired output style (e.g. APA Style, MLA Style, Chicago Style, etc) in your research work. 3

4. 4 RefWorks  Examples of what you can do with RefWorks from your computer via the Internet:  Import references from the iSearch, the library catalogues, databases and even web pages  Manage & organize your references into folders and subfolders  Annotate your references by adding your own searchable keywords & comments  Share your references with co-authors of your paper  Attach pdf files, charts, photos or even videos to your references  Write-n-cite: create in-text citations & reference list in preferred style while you are writing your paper

5. 5 Create your RefWorks account

6. 6 Create/Access your RefWorks account Click the RefWorks link at library web site

7. 7 RefWorks Login Useful Help for RefWorks

8. 8 Remote Access – if you Need to Access RefWorks from off-campus 1.Go to http://www.refworks.comhttp://www.refworks.com 2.Use the Group Code to login (HKIEd members only) 3.Login personal account for HKIEd users Enter Group Code Get the Group Code

9. 9 1.RefWorks User Login for HKIEd 2.Sign up / Login 1 2

10. 10  Sign up for a new efWorksaccount  Sign up for a new RefWorks account Fill in the information to register

11. 11 The menu bar allows you to access all functionalities of RefWorks. Simply move your mouse pointer over the entries and further options will drop down.

12. 12 Create Your References by Direct Export

13. 13 Example 1: Journal Articles from iSearch (EBSCOhost)

14. 14 Example 1: Journal Articles from iSearch (EBSCOhost) 2. Export records 1. Add to Folder

15. 15 You’ll be asked to login to RefWorks if not already Choose "Direct Export to RefWorks" and then Click "Save"

16. 16 Import Completed!

17. 17 Click to View Full Record

18. 18

19. 19 Export Function Also Available at Detailed Record

20. 20 Example 2: Book Records from Library Catalogue

21. 21 Although Export Function is also available for Library Book Records in iSearch, some information is currently missing (as at late Sept 2012) e.g. Place of Publication. So we are using the Library Catalogue Export to RefWorks Function as an Interim Measure

22. 22 Export to RefWorks

23. 23

24. 24

25. 25 Exercise 1.Direct Export from iSearch – Journal Articles – Use iSearch at Library homepage – Search Keyword = Japanese culture and limit to Scholarly (Peer Reviewed) Journals – Mark any 5 records & export them to RefWorks 2.Direct Export from Library catalogue – Find the book Education and minorities education as a humanitarian response and use the "Export to Refworks" function to export it to RefWorks

26. 26 Many databases support direct exporting references to RefWorks

27. Databases support direct export of records to RefWorks: EBSCOhost EBSCOhost Proquest Proquest Elsevier: Scopus, ScienceDirect Elsevier: Scopus, ScienceDirect JSTOR JSTOR Sage Sage Emerald Emerald BioMedCentral BioMedCentral Project Muse Project Muse Google Scholar Google Scholar And More……… And More……… 27

28. 28 1 2

29. 29

30. 30 Steps for import references from different databases

31. 31 Create Your References by InDirect Export (using Import Filters)

32. 32 Example 1: Import a List of Book Records from Library Catalogue by Import Filter PART A: Export from Library Catalogue

33. 33 1. Select which Records to Save 1. Select which Records to Save 2. Save Marked Records 2. Save Marked Records

34. 34 View Saved

35. 35 Format of List: Full Display Save to Local Disk Then Submit and Save the File Format of List: Full Display Save to Local Disk Then Submit and Save the File

36. 36 PART B: Indirect Export to RefWorks Using Import Filters Login to RefWorks; Choose Import Function from References Login to RefWorks; Choose Import Function from References

37. 37 Choose Import Filter = Hong Kong Institute of Education Database = Hong Kong Institute of Education Library Catalogue Choose Import Filter = Hong Kong Institute of Education Database = Hong Kong Institute of Education Library Catalogue

38. 38 Click the "Browse" of "Select Text File" and select the file Previously Exported from Library Catalogue; Choose Encoding = UTF-8 in case there are non-English characters; Then Import Click the "Browse" of "Select Text File" and select the file Previously Exported from Library Catalogue; Choose Encoding = UTF-8 in case there are non-English characters; Then Import

39. 39 Import Completed!

40. 40 Tips: You can also import records from HKALL by the same method 1 2

41. 41 Example 2: Example 2: Import Selected Records from ERIC (http://www.eric.ed.gov) using Import Filter Import Selected Records from ERIC (http://www.eric.ed.gov) using Import Filterhttp://www.eric.ed.gov PART A: Export from ERIC

42. 42 Click Add icon and view your Clipboard when ready

43. 43 Click Export ciations and choose Citation Manager File (.ris)

44. 44 PART B: Indirect Export to RefWorks Using Import Filters Login to RefWorks; Choose Import Function from References Login to RefWorks; Choose Import Function from References

45. 45 Choose Import Filter = RIS Format Database = RIS Format Select Text File = the file you previously saved Then Click Import Choose Import Filter = RIS Format Database = RIS Format Select Text File = the file you previously saved Then Click Import

46. 46 Tips: Some Chinese databases only support indirect exporting references to RefWorks, e.g. 中國期刊全文數據庫

47. 47 Exercise  Go to HKIEd Library Catalogue  Search for Author = “Hutton, Christopher”  Save and export all found records  Import the records to your RefWorks account

48. 48 Input Record Manually Add references to RefWorks manually 1.References > Add New 2.View fields used by > e.g. APA 6th 3.Select Ref Type > e.g. Book, Whole 4.Enter data 5.Save Reference

49. 49 1

50. 50 2 Select Bibliography Style

51. 51 … More optional fields

52. 52 3 Select Reference Type

53. 53 Enter data4 5Save record

54. 54 Author Format Enter last name, followed by a comma, first name (or first initial followed by a period), and middle initial followed by a period. Each author name must be separated by a semi-colon. Example: Smith,J. R.; Jones,Robert K.; Adams,Mary

55. 55 7 Edit record 6 View record

56. 56Exercise Input data for a book and save the record Shambaugh, D. (Ed.). (2000). The modern Chinese state. New York: Cambridge University Press.

57. 57 Attachments You can attach files associated with the bibliographic information stored in RefWorks BMP, TIFF, JPEG, PNG, GIF PDF Excel Powerpoint Equation Chemical structure Technical drawing, etc.

58. 58 Browse for file to attach

59. 59

60. 60 Indicate record with attachments

61. 61 1.You can add your own comments in other fixed and 15 user-defined fields. 2.Use “Customize > User Field Options” to change the field labels Scroll down to see the fields

62. 62 Manage your References

63. 63 Last Imported Folder  The result imported will always be placed in the last imported folder.  If you repeat importing records, this folder will only contain the results of the very last import.  All previously imported records are stored in the database, but not associated with a folder.

64. 64 Organize References with (Sub)folders  Folders > Create New Folder (subfolder)  Enter Folder Name  Select record(s)  Put in Folder… > Select Folder  Each record can be put in as many folders as you like

65. 65 1

66. 66 Enter the Folder Name 2

67. 67 Access your folders in these places 3

68. 68 4 Check the records 5 Select Folder 6 In folder 7 Current folder

69. 69 Exercise Create 2 Folders (e.g. Project A, Project B) Create 1 subfolder of Project A (e.g., Assignment A) Organize your references into these folders Create Subfolder 1 Select parent folder then enter subfolder Name 2 Subfolder

70. 70 Searching references You can search for references in your database Refworks provides multiple searching options 1.Quick Search Box (top right of screen) 2.Advanced Search 3.Lookup by Author / Descriptor / Periodical

71. 71 1 2Quick Search Advanced Search

72. 72 This is a complete listing of all authors in the database. The number of references for each author is shown in the second column. Lookup by Author

73. 73 Checking duplicated references References may be duplicated through searching & importing from different databases. RefWorks can help to check for duplicated records View > Duplicates > Exact (or Close) Duplicates All deleted records are stored in a folder “Deleted References” You can restore the deleted records if required

74. 74 Check for duplicate references

75. 75 You can check duplicates within a folder/subfolder 1 2

76. 76 Output Your References in Styles using RefWorks

77. 77 Creating a Bibliography Create bibliography from your references Bibliography created in preferred style e.g. APA References arranged and sorted automatically Output bibliography in HTML or Word format Create bibliography from all references or selected folder

78. 78 1 2 3 4 5 Click Bibliography Select Output Style Select Output Format (Word) Select Folder / All Click to Create

79. 79 References sorted and formatted in APA Style

80. 80 HKIEd Chinese citation style (for reference only) Refer to Citation System in Student Handbook for details

81. 81 1 Use the Language option to change the sorting order e.g. Chinese (PRC) for Pinyin 拼音 2 3 You can change the sorting order of Chinese references, e.g. pinyin or stroke

82. 82 Exercise Create a bibliography for all references using the APA 6th

83. 83 Using Write-N-Cite with Microsoft Word

84. 84 Using Write-N-Cite to create In-text Citations and Reference List Install Write-N-Cite which is available from Refworks web-site after you have logged in Install Write-N-Cite which is available from Refworks web-site after you have logged in You will need to have MS Word installed You will need to have MS Word installed You may use a different word processor, but you will need to cite manually. You may use a different word processor, but you will need to cite manually. The only requirement is that your word processor supports Text, ODT or RTF formats. The only requirement is that your word processor supports Text, ODT or RTF formats.

85. 85 Select Write-N-Cite

86. 86 Download & install Write-N-Cite

87. 87 RefWorks added in MS-Word 2007 after Write-n-Cite installation

88. 88 1 Click RefWorks to open Write-N-Cite 2 Login with your RefWorks account

89. 89

90. 90 Write-n-cite options become available after login to RefWorks

91. 91 Choose Citation Style e.g. APA 6th

92. 92 Choose Citation Style e.g. APA 6th

93. 93 1. When you want to insert an in-text citation, simply click Insert Citation and Insert New 1. When you want to insert an in-text citation, simply click Insert Citation and Insert New 2. Your References Appear for Selection; you can also make a search to find your needed citation quickly 2. Your References Appear for Selection; you can also make a search to find your needed citation quickly

94. 94 You can search and quickly find your needed citation. Double click the citation to add (shown at bottom of popup window)

95. 95 In-text citation inserted after clicking OK

96. 96 To add more than one reference in the same in-text citation, click the "+" sign and add another reference

97. 97 Now both references will appear in the same in-text citation

98. 98

99. 99 Click Bibliography Options to Insert Bibliography

100. 100

101. 101 http://www.youtube.com/watch?v=qObr6QoBh2c&list=SP C1C8A11EB1895C3B&index=8&feature=plpp_video http://www.youtube.com/watch?v=qObr6QoBh2c&list=SP C1C8A11EB1895C3B&index=8&feature=plpp_video At Refworks  Help  Tutorial, you can find a nice & clear 3-minute Youtube video on Write- n-cite

102. 102 Manually adding citations to Word document In RefWork:  Use One Line/Cite view to see all references  Copy and paste the citation in document  Format paper using Bibliography function  No installation of plug-in required

103. 103 1 2 Right click to copy 3

104. 104 4 Paste the citation in document 5 Save document

105. 105 Select Output Style 7 8 Check Format Paper option Browse for saved document 9 10 6

106. 106 11 Saved with a new document name

107. 107 Citations and reference list created in preferred style 12

108. 108 Need Help? Check it out at the Library RefWorks webpage Consult Information Counter at the Library

109. 109 Thank You Ask your Librarian @  Information Counter  Tel: 2948 6653  Email: libinfo@ied.edu.hk