1. LINGNAN UNIVERSITY LIBRARY OCT 2012 LIB170: Using RefWorks 1 http://www.library.ln.edu.hk/services/library-workshops/handouts

2. Outline 1. Introduction: Academic Writings and Citation Styles 2. What is RefWorks? 3. Create a RefWorks Account 4. Adding Data to Refworks 5. Organize records into Folder 6. Create a Bibliography: Reference List by Bibliography 2

3. Academic Writings and Citation Styles In academic writing, whenever we use someone else’s works, ideas, theory, quotes, methods, data, etc. we must cite the original source Citation styles are the rules that govern on how we format these citations There are many different citation styles set up by different academic bodies or publishers. The most commonly used ones include the APA style, MLA style and the Chicago style 3

4. Examples of Different Citation Styles APA Style Sample  Chen, L.H. (2007). Choosing Canadian graduate schools from afar: East Asian students’ perspectives. Higher Education, 54(5), 759-780. MLA Style Sample  Chen, Liang Hsuan. "Choosing Canadian Graduate Schools from Afar: East Asian Students’ Perspectives." Higher Education 54.5 (2007): 759-780 Citation Builder  http://www.lib.ncsu.edu/citationbuilder/ http://www.lib.ncsu.edu/citationbuilder/ 4

5. What is RefWorks? In short, RefWorks is a web-based software that helps you organize your citations and prepare your reference list / bibliography:  Create a personal database online  Import citations automatically from Library catalogues, online databases or web pages you find on the Internet  Organize and manage references  Generate in-text citation, bibliography or reference list in the citation style of your choice, including APA, MLA, Harvard, Chicago style and more 5 Use it anytime, anywhere, any devices where there is internet access.

6. First Time User: Create Your RefWorks Account 1. Library Home Page  Databases  RefWorks Icon (http://proxy1.library.ln.edu.hk:2048/login?url=h ttps://www.refworks.com/refworks2/?r=authenti cation::init&groupcode=RWLingnanUL)RefWorks Iconhttp://proxy1.library.ln.edu.hk:2048/login?url=h ttps://www.refworks.com/refworks2/?r=authenti cation::init&groupcode=RWLingnanUL 2. Click Signup for an Individual Account on the Left Panel 3. Fill in required information – Must use Lingnan Email address 6

7. Create an Account 7 On-site register for a RefWorks account

8. Group Code 8 Off-campus access RefWorks requires Group Code. It is emailed to you when you set up your account; Or get it at Library web page: http://www.library.ln.edu.hk/find/refworks-group-code

9. Adding Data to RefWorks Direct Export from Library Catalogue,1-Search and online databases Import Filter (Copy–and–Paste) RefGrab-It Adding Web pages Create Records Manually 9

10. Direct Export -- Library Catalogue 10 Use the Export to RefWorks button at the full display of a library record:

11. Last Imported Folder The imported data will be first placed in the last imported folder. This folder only contains the latest imported records. All previously imported records are stored in the databases but not associated with any folders. 11

12. Major Databases with Direct Export Function LexisNexis Academic EBSCOhost 1-Search ProQuest (including LLBA, MLA, Philosopher’s Index, PsycARTICLES, PsycINFO and Sociological Abstracts, etc.) Emerald JSTOR ScienceDirect Google Scholar 12

13. Direct Export -- LexisNexis (1) At the result list or article display screen in LexisNexis Academic, look for the icon for Direct Export to RefWorks 13

14. Direct Export -- LexisNexis (2) 14 If you have already logged in to RefWorks, the results from LexisNexis Academic will be immediately transferred to RefWorks, otherwise, you will be asked to log in. After import is completed, click the Edit Imported References. Enter LexisNexis Academic as Database, type http://www.lexisnexis.com/ in Links field; then click Save Changes.http://www.lexisnexis.com/ Click OK to confirm adding data to Electronic Source Related Fields in reference(s).

15. Direct Export -- LexisNexis (3) (Global Edit) 15 Now click View Last Imported Folder and select Global Edit icon.

16. Direct Export -- LexisNexis (4) (Global Edit) Select Source Type under Field to Add Data. Then choose All in List, set Source Type as Electronic and click Add Data. 16

17. 17 Direct Export -- LexisNexis (5) (Global Edit) Click OK to confirm adding data to Source Type in reference(s) A “Completed” message box will be displayed on the bottom right hand corner of the screen. Finally, you can click the “X” icon to close the Global Edit. Type "EDIT ALL" in the box and then click Edit References to confirm that you wish to edit all references.

18. Direct Export -- EBSCOhost 1. Perform a search in EBSCOhost. 2. At the Search Results, select which citations to keep by clicking on the “Add to folder” 3. Click on the “Folder” link on the top and check “Select all” 4. Click Export 5. Choose Direct Export to RefWorks and click Save 6. If you have already logged into RefWorks, the selected EBSChost records will be imported to RefWorks immediately; if you haven’t logged in, you will be asked to login first. 7. Under “Edit Imported References”, add the name of the database (e.g. Academic Search Premier or Business Source Premier) and then click Save Changes 8. Click OK to confirm adding data to Electronic Source Related Fields in references 9. Then click View Last Imported Folder and select Global Edit 10. If you are using online full text, then change the Source Type to electronic (follow the last steps in the LexisNexis session above); if you need to get the full text from print copy, there is no need to change the Source Type 18

19. Direct Export – 1-Search Perform a search in 1-Search At the Search Results, select which citations to export by clicking on the “save this item” icon After you have chosen all the items you want to export, click the “Saved Items x link” at the button of screen A new box will open, click RefWorks If you have already logged into RefWorks, the selected 1-Search records will be imported to RefWorks immediately; if you haven’t logged in, you will be asked to login first. Then click View Last Imported Folder and select Global Edit If you are using online full text, then change the Source Type to electronic (follow the last steps in the LexisNexis session above); if you need to get the full text from print copy, there is no need to change the Source Type 19

20. Exercise Go to Academic Search Premier (EBSCOhost) Find  Databases  Academic Search Premier (EBSCOhost) Conduct a search: (ebook or etext) and ipad Mark 3 records found and export to Refworks 20

21. Major Databases with Import Filters (Copy-and-Paste) Global Books In Print Grove Art Online Grove Music Online Oxford Music Online Ingenta 中國期刊全文數據庫 21

22. Import by Copy-and-Paste -- Multiple Records from Library Catalogue (1) 1. Search Library Catalogue by keywords / subject / author / title, etc. 2. Save multiple records on results list or Mark individual records on single record display 3. Click Marked List button to view previously saved / marked records. 4. Choose MARC Format and Output to Screen 5. Click Submit button 6. Ctrl-A to select all; Ctrl-C to copy to clipboard 22

23. Import by Copy-and-Paste -- Multiple Records from Library Catalogue (2) 6. Now Switch to the RefWorks Session (or open a new window and login to RefWorks) 7. Select References  Import 8. Select From Text 9. Select Import Filter/Data Source = MARC Format 10. Select Database = All MARC Formats 11. Paste (Ctrl-V) the clipboard contents to the input area below 12. Click Import 23

24. Import by Copy-and-Paste -- Multiple Records from Library Catalogue (3) 24 1 2 3

25. Import by Copy-and-Paste -- Multiple Records from Library Catalogue (4) 25 1 2 3 4

26. Import by Copy-and-Paste -- Multiple Records from Library Catalogue (5) 26 1 2 3 4 5 6

27. Exercise From Lingnan Library CatalogueLingnan Library Catalogue Search for Author “Hill, Anita” Mark, save and export all found records Import the records to your RefWorks account 27

28. Add Web Pages to RefWorks -- RefGrab-It (1) RefGrab-It is a plug-in to be installed to your web browser. It helps to gather web page information to RefWorks. It’s available under Tools after you login to RefWorks Installation and instructions:  http://www.refworks.com/refworks2/help/refworks2.htm# Using_RefGrab-It_to_Capture_Web_Page_Data.htm http://www.refworks.com/refworks2/help/refworks2.htm# Using_RefGrab-It_to_Capture_Web_Page_Data.htm 28

29. 1. Select RefGrab-It within RefWorks under the Tools pull-down menu. 2. Right click on RefGrab-It to bookmark link. 3. Click on Bookmark This Link. 29 Add Web Pages to RefWorks -- RefGrab-It (2)

30. Add Web Pages to RefWorks -- RefGrab-It (3) 30 To cite a particular web page, first open it in the web browser and then click the RefGrab-It link. A separate window will pop up. Select the reference and click the Import To RefWorks button to transfer the information to RefWorks.

31. Input Records Manually 1. At RefWorks Menu  References  Add New 2. Choose the desired output format in Fields used by (e.g. APA style) 3. Choose Reference Type (e.g. Web Page, Journal Article, Book Whole, etc.) 4. Type in the citation information 5. Move the mouse cursor to the field names to view the meaning of the fields and required input format 6. Click “Save Reference” 31

32. Input Records Manually: Author format Surname (last name) first, followed by a comma, space and the first name(or first initial follow by a period) Each author name must be separated by a semi- colon. E.g. Clinton, Bill; Smith, John D. 32

33. Organize References with Folders The View option is located at the menu bar below the RefWorks Logo Select New Folder icon to create a new folder (subfolder) Enter folder name and click Create Select the records you want and use the (Add to folder option)to store the selected records in the desired folder Each record can be put in as many folder as you like View All References or Last Imported Folders; Click the New Folder icon on the upper left screen to create your new Folder 33

34. Create a Folder (1) 34

35. Create a Folder (2) 35 You can create a number of different folders to organize your references

36. Create a Folder (3) 36 A folder name will be shown to notate which folder each reference is located in.

37. Create a Bibliography (1) 1. Click the Create Bibliography icon 2. Select desired style from the Output Style drop- down menu 3. Under the Format a Bibliography from a List of References, select desired format from the File Type drop-down menu 4. Click the radio button of Specify Folder (optional) and select the desired folder from the drop-down menu 5. Click Create Bibliography 37

38. Create a Bibliography (2) 38 Click the Create Bibliography icon 1

39. Choose Output Style 2 Create a Bibliography (3) 39

40. Create a Bibliography (4) 40 Select File Type 3

41. Create a Bibliography (5) 41 Select Folder and Create Bibliography 4 Select folder name in “References to include”. Then, click the Create Bibliography button.

42. Create a Bibliography (6) 42 Open the Bibliography in webpage 5 Click OK button to open the bibliography in webpage.

43. Create a Bibliography (7) 43 View Bibliography 6 NOTE: If the bibliography does not pop up in a new window, read the instructions. Look for the message box displayed on the bottom right hand corner and click the link called click here.

44. Helps and Tutorials http://www.library.ln.edu.hk/find/guide-refworks#help Information Desk:  2616-8571  REFSTAFF@LN.EDU.HK REFSTAFF@LN.EDU.HK 44

45. Q & A Thanks 45