LCE102 Library Workshop:
Using RefWorks
1
LINGNAN UNIVERSITY LIBRARY
SEP 2010
http://www.library.ln.edu.hk/help/classes/2010/fall/powerpoint/
Outline
2
1.
2.
3.
4.
5.
What is RefWorks?
Create a RefWorks Account
Adding Data to Refworks
Organize Records into Folder
Create a Bibliography: Reference List
by Bibliography
What is RefWorks?
3
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
Use it anytime, anywhere, any devices where there is internet access.
First Time User: Create Your RefWorks Account
4
1.
2.
3.
Library Home Page  E-Resources  RefWorks
Icon (http://www.library.ln.edu.hk/cgibin/luaccess?dbname=refworks )
Click Signup for an Individual Account on the Left
Panel
Fill in required information – Must use Lingnan
Email address
Create an Account
5
On-site register for a
RefWorks account
On-site register for a
RefWorks account
Group6 Code
Accessing RefWorks from offcampus . Group Code is needed
Adding Data to RefWorks
7
 Direct Export from Library Catalogue or online
databases
 Import Filter (Copy–and–Paste)
 RefGrab-it Adding Web pages
 Create Records Manually
Direct Export -- Library Catalogue
8
 Use the Export to RefWorks button at the full
display of a library record:
Major E-Resources with
Direct Export Function
9
 ProQuest
 Ebscohost
 Emerald
 JSTOR
 CSA (AgeLine, PsycInfo, Sociological
Abstracts, ERIC, LLBA, MLA,
Philosopher’s Index, PsycARTICLES, etc.)
 LexisNexis Academic
 ScienceDirect
 Google Scholar
Direct Export -- LexisNexis (1)
10
At the result list or article display screen in LexisNexis
Academic, look for the icon for Direct Export to
RefWorks
Direct Export -- LexisNexis (2)
11
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, enter LexisNexis Academic as Database and today’s date
under Retrieved Date; then click Edit Fields.
Direct Export – LexisNexis (3) (Global Edit)
12
Now click View Last Imported Folder and select Global Edit
Direct Export – LexisNexis (4) (Global Edit)
13

Select Source Type under Field to Add Data. Then choose
All in List , set Change Field To as Electronic and click Add
Direct Export14 -- ProQuest
1.
2.
3.
4.
5.
6.
7.
At the Search Results in ProQuest, select which citations to
keep by marking the check boxes
Click Export
Choose Export directly to RefWorks
If you have already logged into RefWorks, the selected
ProQuest records will be imported to RefWorks immediately;
if you haven’t logged in, you will be asked to login first.
Under “Globally Edit Fields for Imported References”, add
the name of the database (e.g. ABI/Inform or Academic
Research Library) and also today’s date (for APA Style, enter
month, date and year: e.g. 9/28/2008) and then click “Edit
Fields”
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
Direct Export -- ProQuest
15
Select references and
then select Export
Direct Export -- ProQuest
16
Click Export directly to RefWorks
If not already logged in, you will be
prompted to do so before exporting
citations into your RefWorks
database
Direct Export -- ProQuest
17
Export References to RefWorks
Each asterisk represents
each reference exported.
Major E-Resources with Import Filters
(Copy-and-Paste)
18
 Global Books In Print
 Grove Art Online
 Grove Music Online
 Oxford Music Online
 Ingenta
 中國期刊網
Import by Copy-and-Paste -- Multiple Records
from Library Catalogue (1)
19
1.
2.
3.
4.
5.
6.
Search Library Catalogue by keywords / subject /
author / title, etc.
Save multiple records on results list or Mark
individual records on single record display
Click Marked List button to view previously
saved / marked records.
Choose MARC Format and Output to Screen
Click Submit button
Ctrl-A to select all; Ctrl-C to copy to clipboard
Import by Copy-and-Paste -- Multiple
Records from Library Catalogue (2)
20
Now Switch to the RefWorks Session (or
open a new window and login to RefWorks)
7. Select References  Import
8. Select Import Filter/Data Source = MARC
Format
9. Select Database = All MARC Formats
10. Select Import Data from the following text
and paste (Ctrl-V) the clipboard contents to
the input area below
11. Click Import
6.
Import by Copy-and-Paste -- Multiple Records
from Library Catalogue
21
Import by Copy-and-Paste -- Multiple Records
from Library Catalogue
22
Add Web Pages to RefWorks -- RefGrab-it (1)
23
 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/Refworks/BookMarklet.asp
http://www.refworks.com/RWSingle/help/Using_RefGrabIt_to_Capture_Web_Page_Data.htm
Add Web Pages to RefWorks -- RefGrab-it (2)
24
1. Download RefGrab-It
within RefWorks under
the Tools pull-down
menu.
2. Right click on RefGrabIt to bookmark link.
3. Select Add to Favorites
Add Web Pages to RefWorks -- RefGrab-it (3)
25
A hot-link appears after the RefGrab-it link is installed. To cite a particular web page,
first open it in the web browser and then click the RefGrab-it button. A separate
window will pop up. Click the Import button to transfer the information to RefWorks.
Create Records Manually
26
1.
2.
3.
4.
5.
At RefWorks Menu  References  Add New Reference
Choose the desired output format in View fields used by
(e.g. APA style)
Choose Ref Type (e.g. Web Page, Journal, Book, etc)
Type in the citation information and click “Save
Reference”
Click on the Green check mark next to the field names
to view the meaning of the fields and required input
format
Organize Records into Folders
27
 The Folders option is located at the menu bar
below the Refworks Logo at the upper left screen
 Under Folders, create your new Folder
 View All References or Last Imported Folders;
Select the records you want and use the Put in
Folder option to store the selected records in the
desired folder
Create a Folder
28
Create a Folder
29
You can create a number of different
folders to organize your references
Create a Folder
30
A folder icon will be shown to
notate which folder each
reference is located in.
Create a Bibliography
31
1.
2.
3.
4.
5.
6.
7.
Select Bibliography
Select desired style from the Output Style drop-down
menu
Click the radio button of Format a Bibliography from a
List of References
Select desired format from the File Type to Create dropdown menu.
Click the radio button next to All References or
References From: and select the desired folder from the
drop-down menu
Click Create Bibliography
NOTE: if the bibliography does not pop up in a new
window, read the instructions. Look for and click the
link called Download it
Create a Bibliography
1
Select Bibliography from the toolbar.
32
Create a Bibliography
2
Choose Output Style
33
Create a Bibliography
3
Select File Type
34
Create a Bibliography
4
Select Folder and Create Bibliography
35
Select file type to create,
Then select references to include
Finally, click the ‘Create Bibliography’ button
Create a Bibliography
5
View Bibliography
36
Helps and Tutorials
37
 http://www.library.ln.edu.hk/eresources/refworks/#help
 Information Desk:
 2616-8571
 [email protected]
38
Q&A
Thanks