A tutorial providing explanations of various RefWorks functions is available online. Use the H e l p pull-down menuto access the tutorial.

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Need More Help?Online Tutorial

O n l i n eUse the Help pull-down menu to access detailed instruc-tions, frequently asked questions, administrator tools, andmuch more.

E - M a i lSend questions or problems to s u p p o r t @ r e f w o r k s . c o m.

P h o n eContact RefWorks Technical Support at +1 775 327 4105.

S u p p o r t

Logging In

Institution-Wide Subscribers Access w w w . r e f w o r k s . c o m / r e f w o r k s and then enter your personal Login Name and Password.

(First-time users need to sign up for an individual account following the screen prompts.)

NOTE: Remote users, accessing RefWorks from off site or from a non-registered IP address, must either enter the “Group Code” prior to the personal Login name and Password or log in via the institution’s proxy server.

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Technical Supports u p p o r t @ r e f w o r k s . c o m

+1 775-327-4105

Order Informationr e f w o r k s i n f o @ c s a . c o m

+1 800-843-7751 (U.S. & Canada)+1 301-961-6700 (Worldwide)

Q u i c k S t a r t G u i d eVersion 4.0

RefWorksUser

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References can be imported into RefWorks from a text file(txt.) created by saving references from a wide variety ofdatabase services and other bibliographic management p r o g r a m s .1. Retrieve the results you want to export from the database

service or bibliographic manager, and save them to a textfile. If the database vendor lists several different formatsfor saving the references, see the RefWorks Help file forfurther details on the appropriate selection.

2. Access your RefWorks account and click R e f e r e n c e sfrom the drop-down menu; then select I m p o r t.

3. On the subsequent menu, access the drop-down menunext to Import Filter/Data Source and click the source ofthe data.

4. Click on the D a t a b a s e drop-down menu and select thesource database.

5. Click on the Import References Into menu and designatethe specific folder where you want to file the importedreferences. If you do not choose a folder, the referenceswill automatically go into a folder titled Last ImportedF o l d e r.

6. Enter results file name into Import Data from the following Text File by browsing and selecting or manually typing in the file name.

7. Click on I m p o r t at the bottom of the screen.When the import is complete, select View Last ImportedF o l d e r to review and modify the imported references.

Helpful Hint: An up to date listing of all the online servicesand databases that are supported by RefWorks, can befound at www.refworks.com, under Import Filter List.

Converting References from OtherBibliographic Management ProductsRefWorks is compatible with a number of other bibliograph-ic management products. You can easily convert an existingbibliographic management database such as EndNote intoRefWorks.

For details related to importing data from specific individualbibliographic management products, please refer to theonline H e l p section of RefWorks.

Importing Data From Saved Text Files

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1. Under the save or export function within the online service, select or click onto the save to RefWorks option.

2. If you also have your RefWorks account already open, theimport will automatically begin. If not, then you will beprompted to the RefWorks login page; after you login, theimport will automatically begin.

3. When the import is complete, select View Last ImportedF o l d e r to review the imported records.

HELPFUL HINT: You should always check the accuracyand completeness of your references upon every import.

Importing Data Directly

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Creating Your RefWorks Database

Direct export to RefWorks is available from the following online database services:

• ABC-CLIO • BioMed Central • BioOne • CSA • Ei Engineering Village 2 • NISC • Project Muse • OCLC • OVID • ProQuest • SFX • E B S C O h o s t• H.W. Wilson • Congressional Quarterly • 1 C a t e

RefWorks provides a number of options for adding data to your database.

You can use RefWorks as a search interface for a number ofonline resources. RefWorks provides access to a number ofpublicly available services such as NLM’s PubMed as wellas many universities’ Online Catalogs. Additionally, institu-tional subscribers may also provide access to subscription-based online services (e.g. CSA, Ovid, or ProQuest) throughR e f W o r k s .

1. From the S e a r c h drop-down menu, select Online Catalogor Database.

2. Under Online Database to Search, select a database fromthe drop down menu.

3. Select the Max. Number of References to Downloadfrom the drop-down menu.

4. Enter terms in either the Quick Search for: or in theAdvanced Search for: b o x .

5. Click on S e a r c h to begin your search. A new windowwill open displaying your search results.

6. Select the references you wish to import into yourRefWorks account and click I m p o r t .

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1. Select R e f e r e n c e s from the drop-down menu tool bar andthen choose Add New Reference.

2. Start by selecting your bibliographic output style (e.g.APA, Chicago, MLA) under View required fields for.

3. Designate the type of reference you are entering (e.g. jour-nal, book, or dissertation) under Ref Type. Field namesmarked with a red asterisk (*) indicate required informa-tion needed to produce an accurate bibliography for theselected output style and reference type. These fields arenot required to save the actual reference in RefWorks.

4. Enter information in the boxes provided and click S a v ewhen finished.

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Manually Entering References

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Importing from Online Catalogs orD a t a b a s e s

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Helpful Hint: Click on any red asterisk (*) to view style-specific notes. You can also check for style changes byclicking on More detailed information available h e r e at thebottom of the page. D

Creating Your RefWorks Database ( C o n t i n u e d )

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1. From the View drop-down menu, select All Referencesor a folder of references. You can also globally edit references from search results in RefWorks.

2. Select the references you wish to edit.3. Click on Global Edit.4. Choose the specific field to edit from the drop-down list. 5. Type in the data you want to add to the field in the

Change Field to: box. 6. Select the appropriate option for handling the field—

Append to Existing Data; Overwrite Existing Data ( w h a tyou currently have in the field will be gone); L e a v eExisting Data Alone (if the field contains data the editfeature will skip over that particular reference).

7. Click O K.

Helpful Hint: This feature is particularly useful for addinginformation to records imported from online databasesmissing key fields necessary for a specific bibliographicoutput style.

1. From either the V i e w or F o l d e r s pull-down menu, select afolder or group of references.

2. Using the pull-down menu Sort by, located on top righthand side of the page, choose to view references bynumerous fields.

Duplicate CheckingThere are two ways to locate duplicate references.

1. Exact Matches — checks for exact matches based uponthe Author Names, Title, and Year of Publication fields.

2. Close Matches — checks by comparing a c o m b i n a t i o nof Author Names, Title, and Year of Publication. Thisprovides a loose comparison so it may result in a displayof references that are not exact matches.• From the V i e w pull-down menu, select D u p l i c a t e s• Select Exact Match or Close Match.

Globally Editing References

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Sorting References

Managing Your ReferencesRefWorks provides you a number of tools to organize and edit references in your database.

1. From the pull-down menu F o l d e r s , select Create NewF o l d e r .

2. Enter a name in New Folder Name; click O K.

There is no limit on the number of folders you can createwithin your RefWorks account.

Helpful Hint: The Last Import folder contains only references from your most recent data import that have not been filed in other folders. References from importsprior to your last import not assigned to specific foldersremain available in your primary database.

Creating Folders

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1. From the Search pull-down menu, do a search or look upto retrieve references already in your RefWorks databaseto put in a folder.

2. Mark desired references from the search results page, thenclick the button titled S e l e c t e d. The selected referencesfeature works on a page-by-page basis; this means thatyou must add the manually selected references to thedesired folder before moving to the next page.Alternatively, you can mark All in List or all on a P a g e.

3. Select folder from the Put in Folder drop-down menu. 4. References will automatically be added to the indicated

folder.

Helpful Hint: References can be assigned to more thanone folder.

Editing Individual References1. Click the E d i t link located at the top right corner of the

reference. 2. Edit any field(s) as necessary.3. Select Save Reference at top of the page.

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Putting References into Folders

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Format a Bibliography From a List of References

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Editing or Creating Your Output Style

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Creating Your Paper and Bibliography

1. From the menu, select the B i b l i o g r a p h y b u t t o n .2. Select an output format.3. Click on Format a Bibliography from a List of

R e f e r e n c e s. 4. Select what file type to create.5. Select to format all of your references or only those from

a specific folder. 6. Click on Create Bibliography.7. A new window will open with your bibliography. 8. Save your bibliography to your computer or disk.

RefWorks provides more than 250 output styles to choosefrom. If one of these styles does not conform to your desiredresults, the Output Style Editor allows you to create customoutput styles by either creating a completely new style ormodifying an existing output style to suit your needs.

1. Click on B i b l i o g r a p h y.2. Click on E d i t or N e w.

Access the H e l p menu for additional assistance in creatingor editing new bibliographic output styles.

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Finding References inYour RefWorks

DatabaseThere are three ways to search your RefWorks database:Quick Search Advanced Search and Look Up Indexes.

Quick SearchUse the Quick Search feature as a search of all fields. Toproduce maximum results, all search terms entered are con-nected by the Boolean connector OR. In addition, searchesretrieve embedded terms – a search for “a r t” retrieves refer-ences with “hea r t,” “pa r t,” etc. The results of a QuickSearch are always ranked by relevancy.

1. Enter search terms in the Search RefWorks b o x .2. Click on G O. 3. Results are displayed with the search terms highlighted.

Advanced Search

Use the Advanced Search for a specific search of your data-base, choosing the field in which you want to search:Author, Title, Periodical, Descriptor, Abstract, Pub year,Volume, or Ref ID. The results of an Advanced Search aredisplayed alphabetically by author, with the search termsh i g h l i g h t e d .

1. Click on the S e a r c h drop down menu and selectA d v a n c e d.

2. Enter search terms and corresponding fields into theAdvanced Search m e n u .

3. Connect the terms by using the Boolean o p e r a t o r s .

4. Select All References o rspecific folders to search.

5. Click on S e a r c h.

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One Line/Cite View Paper

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Write-N-Cite Paper

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1. From any reference view (All References, a folder orsearch results), click on the One Line/Cite View l i n k .

2. Click on the Cite link next to the appropriate reference. A Citation Viewer window will appear containing thecitation in an abbreviated format.

3. To cite a second reference in the same location just clickon the cite link by any other reference. If you are using aMacintosh, you will need to click twice — the first clickwill activate the RefWorks program and the second willperform the Cite function.

4. Once you have all of the references you need for a partic-ular in-text citation, click on the Select Citation b u t t o n .

5. Perform a copy command or simply drag and drop thecitation into your word processor document.

6. Go to you word processor, click on the document whereyou want the citation inserted and Paste the citation.

7. Be sure to clear the Citation Viewer window before creating your next citation.

8. Click on the V i e w link to see the entire reference and toaccess the Edit command if you want to make changes.

One Line/Cite View Bibliography1. Save the document you have just created before

formatting the paper and the bibliography.2. Click on the B i b l i o g r a p h y button from the Citation

Viewer window or from within the RefWorks program.3. Select the Output Style you need and use the F o r m a t

Paper and Bibliography option to browse for the document.

4. Click on Create Bibliography.

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1. Within Microsoft Word, launch Write-N-Cite.2. Click on B i b l i o g r a p h y.3. Select the output style. 4. Click on Create Bibliography.5. A new window will open with the re-formatted Microsoft

Word document containing the bibliography.6. Save your Microsoft Word document.

NFOOTNOTES: For all options, use the word processor’s

footnote formatting feature, inserting references using the “Write-N-Cite Paper” or

“One Line/Cite View Paper” steps described above.

Create a paper with in-text citations using the RefWorksWrite-N-Cite feature.

NOTE: In order to use this feature, you must first down-load the Write-N-Cite utility from the Tools pull-downmenu. Write-N-Cite can then be launched within MicrosoftWord by clicking the toolbar icon or by selecting it fromthe Tools drop down menu in Microsoft Word.

1. Open a new blank document in Microsoft Word.2. Launch Write-N-Cite within Microsoft Word (see note

a b o v e ) .3. Put the cursor in your Microsoft Word document where

the reference should be inserted; click C i t e next to the reference in the RefWorks screen.

4. Save your Microsoft Word document when finished.M

Creating Your Paper and BibliographyWrite-N-Cite is a utility allowing Microsoft Word and Internet Explorer users to cite references in a paper with the click of a button.

Users accessing RefWorks with Netscape or using Macintosh computers must use the One Line/Cite view function.

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