Refworks citation manager

1. Citation Managers:
Which one is for you?

2. Why use RefWorks?
• Create a personal database accessible from any computer
linked to the Internet without having to download or install
special software;
• Import and store an unlimited number of references from
databases–search results from a wide variety of databases can
be automatically exported into RefWorks with the click of a
button;
• Organize and manage references–sort and file references
quickly and easily using folders;
• Search references by keyword, author, journal title;
• Use Write-N-Cite together with MS Word to automatically
insert in-text citations into documents and create bibliographies
in the citation style of your choice.
Introducing RefWorks

3. Find RefWorks at UCT Libraries
1. Go to: http://www.lib.uct.ac.za
2. Go to „Research Help‟ and then click on „RefWorks‟ /
„Access RefWorks‟ (Please remember that if you are
not on campus click the OFF CAMPUS LOGIN button to
login to the library resources before you login to
RefWorks.)

4. Log in to
RefWorks
Or sign up for
a new
account
Sign up to RefWorks at UCT Libraries

5. Sign up to RefWorks at UCT Libraries

6. HOW DO WE GET REFERENCES
INTO REFWORKS?
 Import directly from certain online databases
(see: http://libguides.lib.uct.ac.za/refworks-direct-export
 Import text files containing references from online databases
(see: http://libguides.lib.uct.ac.za/refworks-text-files
 Manually enter the reference
(see: http://libguides.lib.uct.ac.za/refworks-manual-entry
 Use ‘RefGrab It’ to import information from a website.
(see: http://libguides.lib.uct.ac.za/refworks-refgrabit)
 Searching online catalogues within RefWorks and importing them into
RefWorks.
(see: http://libguides.lib.uct.ac.za/refworks-search-online-catalogues)
 Rss Feeds
(see: http://libguides.lib.uct.ac.za/refworks-rss-feeds)

7. Introducing RefWorks
Finding help
Go to: http://www.lib.uct.ac.za

8. Click on the
page tabs
above * to
access
instructional
slideshows.
Click on these
links * for
instructional
material from
RefWorks.
Introducing RefWorks - Finding help
http://libguides.lib.uct.ac.za/refworks

9. Introducing RefWorks - Finding help

10. DIRECT IMPORT using ‘General
Science Abstracts’ via EBSCOHost
http://www.lib.uct.ac.za
From „Search & Find‟ choose
Databases

11. Direct Import
CHOOSE GENERAL SCIENCE ABSTRACTS

12. Direct Import
Conduct a search using the phrase
“global warming”

13. Direct Import
Select the reference you wish to import by
clicking on the title of the article.

14. Direct Import
Click the Export to Bibliographic
Manager button

15. Direct Import
First choose Direct
Export to Refworks
Then click
„Save‟

16. Direct Import
The RefWorks
login screen
will open if you
have not
logged in
previously

17. Direct Import
View your record by clicking on
“View last Imported Folder”

18. Direct Import
Click „View‟ to make sure that fields
are imported correctly

19. Direct Import
Check the author, title, periodical
name, volume, issue, page
numbers, edition, publisher, year of
publication and any other
information needed for the
bibliography style you need to use.

20. Direct Import
Inspec & Compendex
via Engineering Village
Conduct a search using the terms
“concrete” AND “compressive
strength”

21. Direct Import
Inspec & Compendex
via Engineering Village
Tick the box next to the citation
you wish to import to RefWorks
Then click on „Download‟

22. Direct Import -
Inspec & Compendex via
Engineering Village
Choose
„RefWorks
direct import‟
Click on
Download

23. View your record by clicking on
“View last Imported Folder”
Direct Import

24. The SFX button
indicates the
availability of the
reference from an
external service
Click the SFX button.
SFX

25. SFX
In this example the full text is
available from 2 sources:
EBSCOhost and SpringerLink.
Click either one of the „GO‟
buttons.
This links you to the full text of
the article.

26. Download PDF

27. Save the PDF

28. Attach the pdf to a citation
In RefWorks click the edit icon

29. Choose Browse
Attach a pdf to a citation

30. Attach a pdf to a citation
Find the file you want to attach
and click on Open

31. The pdf is attached.
Save the Reference and then
close the window.

32. The paper clip icon shows there
is an attached file.
Hover your mouse over the
paper clip. Click on the file to
open it.

33. Organising your results
in RefWorks
Now that you have done your research and imported your
references you might want to organise them.

34. Create a folder in RefWorks
Click the „New Folder‟ tab to create a new folder
Type the Name of your new
folder and click „Create’.
You also have the option of
creating a subfolder. Create as
many folders as you wish.

35. Organising your results in RefWorks
View all your folders by clicking on the
„Organize & Share Folders’ tab
Here is the new folder we just
created
Share folders – click on the
green arrow icon.

36. This folder is shared

37. Hover your mouse over the
grey area of the reference
you want to move.
The quad arrow icon will
appear.
Drag and drop your reference
into the folder on the right of
the screen.
How to get your references into
folders
You‟ll receive a success message ...

38. Generate a
bibliography
“Format a Bibliography from a List of References” allows you to
generate a bibliography (in the output format you choose) based on
all the references in your database, selected references or only
references in a specific folder.

39. Generate a simple reference list
First choose the references you want to include in your
reference list.
Choose selected references from all references or
Choose selected references from a specific folder

40. Generate a bibliography
Click on the “Create Bibliography” button.

41. Generate a bibliography
There are many
bibliography styles to
choose from.
Select a style - we‟re going
to use the Harvard UCT style
for our bibliography

42. Generate a bibliography
Click “Create Bibliography”
Select “References
to include”.
Choose the end
result for your file.

43. Generate a bibliography
If your reference list does not
download automatically you
will be prompted to click
either one of the links below.
The first link will download
your Word document. The
second link sends you an
email with the document
attached. OR

44. Generate a bibliography
Save your
document to
your
computer or
to a disk

45. Generate a bibliography
The reference list/bibliography opens
in a Word document. Save your
document.
You can copy and paste your
completed bibliography into your
paper.

46. Write-N-Cite
Write-N-Cite allows you to write your paper in Microsoft
Word and insert temporary citation placeholders directly
from RefWorks with the click of a button.
Then Write-N-Cite will create your in text citations and
your bibliography (based on your citation placeholders)
and add it to your paper!

47. Write-N-Cite
Write-N-Cite requires you to download a small (free)
program that provides access to an abbreviated version of
your RefWorks account while you are working in MS Word.
You won‟t be able to add, edit or delete references, but
you will be able to search, view and cite them.

48. Write-N-Cite
In RefWorks
go to
“Tools” then
to Write-N-
Cite

49. After you have downloaded the
software, all you need to do is
open Microsoft Word and you can
open Write-N-Cite from there
(Windows users only) or launch
Write-N-Cite from your desktop....

50. Write-N-Cite
Write-N-Cite for Windows
installs a button (ADD INS)
within your Microsoft Word.
Click on the Write-N-Cite
button to start Write-N-
Cite. You can start Write-
N-Cite from your desktop
or from your programs
menu.
Microsoft Word Window

51. Write-N-Cite
Log in to Write-
N-Cite with
your RefWorks
name and
password

52. Write-N-Cite
Write-N-Cite
opens and
displays all your
references. If you
want to use just
the references for
a specific folder
select it from the
“View”, “Folder”
drop-down
You can
also
conduct a
search to
locate the
references
you want
to use

53. Write-N-Cite
Let‟s begin writing our paper. We will drag Write-N-Cite
out of the way.
We are ready to insert our first temporary citation
placeholder in the Microsoft Word document.....
Click Write-N-Cite to
find the reference you
wish to cite.

54. Write-N-Cite
When you‟re ready to insert a citation, simply click on the
“Cite” link next to the reference you want to use.
Then go back to your
Microsoft Word
document

55. Write-N-Cite
Remember we‟re just inserting temporary citations - they will be
formatted properly when you have completed your paper and
selected the output style for your bibliography.
Write-N-Cite has inserted
your temporary citation
into your paper.

56. Write-N-Cite
You can add and edit
multiple citation
placeholders at the same
time ... just click on the
cite links for all the
references that you want
to cite together.

57. Write-N-Cite
These temporary placeholders will be properly
formatted later when you are ready to create the
bibliography. {{259 Laking,G. 2009; 257 Morris,Peter
1994; 250 Study of Man's Impact on Climate 1971}}

58. Write-N-Cite
When you‟re finished writing your paper, go to “File”, Save As, Name it,
and Save it.
After you have saved your document, drag Write-N-Cite up again
Select
„Bibliography‟
from the
toolbar

59. Write-N-Cite
1. Select a
bibliography
output style from
the drop down
list.
2. Click the “Create
Bibliography” button and
the bibliography will be
created in your Word
document.

60. Write-N-Cite
Here the bibliography
has been created in
your Word document
and the temporary
placeholders have
been properly
formatted.

61. Presented and compiled by Jen Eidelman
http://www.lib.uct.ac.za/
Email: jen.eidelman@uct.ac.za
Ph: 021 650 2773
Thank you!