RefWorks: Advanced

1. RefWorks: Advanced February 13, 2006

2. What We’ll Cover Today • Managing Your Personal Database • Searching Your Personal Database • Linking to the Full Text of Articles • Using “My List” • Editing a bibliographic format • Sharing Your References • Using Write-N-Cite (format your paper and generate the bibliography in WORD) • Anything else??

3. Managing Your Personal Database • Your personal database consists of ALL your folders • You can have multiple folders • You can have the same reference in multiple folders • Clear, Rename, and Delete Folders • Move articles from one folder to another • Remove and Delete articles (there IS a difference!) • Find duplicate references

4. Managing Your Personal Database

5. Managing Your Personal Database Organizing Folders

6. Managing Your Personal Database Organizing Folders

7. Managing Your Personal Database Moving References

8. Managing Your Personal Database Moving References

9. Managing Your Personal Database Deleting References • From a specific folder • Use Remove • From the database • Use Delete

10. Managing Your Personal Database Deleting References

11. Managing Your Personal Database Deleting References

12. Managing Your Personal Database Duplicate References • Cleaning up your database • “Exact” searches for exact match of title, author, and publication year

13. Managing Your Personal Database Duplicate References

14. Managing Your Personal Database Duplicate References

15. Questions??

16. Your Turn! • Create a dummy folder • Move two or three references into the dummy folder • Remove ONE reference in the dummy folder • Check to see if you have any duplicate references • Delete the dummy folder

17. Searching Your Personal Database • Search Author, Periodical, or Descriptor • Searches entire personal database, not just a particular folder • Especially useful as your database grows larger – helps in organization, locating all articles of interest in your database • Two methods: • From within a reference (view mode) • From the menu bar

18. Searching Your Personal Database From View Mode

19. Searching Your Personal Database From View Mode

20. Searching Your Personal Database From View Mode

21. Searching Your Personal Database From Menu Bar

22. Searching Your Personal Database From Menu Bar

23. Searching Your Personal Database From Menu Bar

24. Searching Your Personal Database Adding a Descriptor • To a single record • Use Edit mode for the record • To multiple records • Use Global Edit

25. Searching Your Personal Database Adding a Descriptor

26. Searching Your Personal DatabaseAdding a Descriptor

27. Questions??

28. Your Turn! • Check out the descriptors of the references in your database

29. Linking to the Full Text of Articles • Some databases will put a URL into the RefWorks reference (e.g. Scholars Portal) • May show up in Availability or Links field • Get It @ Waterloo available for each reference • Caution: this does NOT mean that the full text is definitely accessible – if UW does not subscribe to the publication, it won’t be there!

30. Linking to the Full Text of Articles

31. Linking to the Full Text of Articles

32. Using “My List” • Allows the selection of references from multiple folders for TEMPORARY use • References added to the My List folder are available ONLY during the current session; the folder is cleared when you log off from RefWorks • A bibliography can be printed from the My List folder

33. Using “My List”

34. Using “My List”

35. Using “My List”

36. Questions??

37. Editing a Bibliographic Format • Bibliographic format = output style • Personal output styles will be in red and in your database only – they are not available to anyone else

38. Editing a Bibliographic Format • Steps: • Select Bibliography or Citation type • Choose a style closest to what you want • Name it in the box BELOW • Click on the Save As button • Make your changes • Click on the Save button • NB: Your new output style may not appear until you exit and reenter the Bibliography page

39. Editing a Bibliographic Format

40. Editing a Bibliographic Format

41. Editing a Bibliographic Format

42. Editing a Bibliographic Format

43. Editing a Bibliographic Format

44. Questions??

45. Sharing Your References • Allow other RefWorks users at UW view your references (e.g., course instruction) • Read-only password • Allow other RefWorks users at UW view and modify your references (e.g., working with a group of people on a project) • Share your user name and password • NB: you may want to create a separate account for the project

46. Sharing Your References – View Only

47. Sharing Your References – View Only

48. Questions??

49. Using Write-N-Cite • Insert references from RefWorks directly into your Word document • Format your paper in the chosen output style • Generate your bibliography in the chosen output style • Two methods: • with the Write-N-Cite plug-in • without the Write-N-Cite plug-in

50. Using Write-N-Cite – with the plug-in • Download the Write-N-Cite plug-in (under Tools) and follow the directions to install it on your computer • Open Microsoft Word • Click on the Write-N-Cite icon • RefWorks is automatically launched • Log in to RefWorks • Check the “Always on top” box (optional) • NB: Save your document before generating the bibliography • NB: Always work in the ORIGINAL document