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RefWorks for
Researchers
Jodie Ward: j.ward@mdx.ac.uk
© Middlesex University
© Middlesex University
What is RefWorks?
• Collect, manage and organize references
• Format papers
• Organize, share and cite research
© Middlesex University
© Middlesex University
We will…
• Set up RW account
• Export from Library Search
• Export from Google Scholar
• Save web pages to RW
• Writing and citing in Word
• Upload PDFs
• Share folders
• Cite them Right Online
© Middlesex University
© Middlesex University
Set up a RefWorks account
Use one of these browsers, Chrome, Edge, Safari(Mac) or Firefox not IE
Go to https://refworks.proquest.com/
Create an account
Use your full Middlesex email address e.g. j.smith@live.mdx.ac.uk
Go to your MDX email
account to receive
confirmation email. You
may need to check junk
mail.
© Middlesex University
© Middlesex University
RefWorks home page
• Complete form and brief tour
• RefWorks home page looks like this:
© Middlesex University
© Middlesex University
Action: Set up a RefWorks account
• Find RefWorks
• Create and verify your account
• Complete the form and the brief walk through
© Middlesex University
© Middlesex University
Adding resources from Library Search
| 7
Go to MyMDX click on Library in the Study tile and click on Library Quick Links and
Library Search
© Middlesex University
© Middlesex University
Library – Quick Links
© Middlesex University
© Middlesex University
Export from Library Search to RefWorks
Click on the icon to the right of the item you want to export to RefWorks from
Library Search. The icon is a small square with the initials RW inside.
© Middlesex University
© Middlesex University
If asked use new Refworks
© Middlesex University
© Middlesex University
Your RefWorks library – last imported
© Middlesex University
© Middlesex University
Action: Add to RefWorks
• Find an article with Library Search
• Add to RefWorks
• Save PDF to desktop for later
© Middlesex University
© Middlesex University
Export from Google Scholar
© Middlesex University
© Middlesex University
Sync with RefWorks – select RefWorks
from dropdown list
© Middlesex University
© Middlesex University
Library links
© Middlesex University
© Middlesex University
Results with full text
If asked to choose Legacy RefWorks (orange) or New RefWorks (blue):
 Tick box and choose New RefWorks
© Middlesex University
© Middlesex University
Action: Add to RefWorks
• Find a Full Text article with Google Scholar
• Add to RefWorks
• Save PDF to desktop for later
© Middlesex University
© Middlesex University
Your RefWorks library
If you are in Last Imported, click All References
© Middlesex University
© Middlesex University
Tools – save from internet to RefWorks
• Drag and drop in your browser
toolbar/bookmarks/menu bar
• If you cannot see your
browser toolbar…next
Tools > Tools > Install Save to RefWorks > drag & drop black button
© Middlesex University
© Middlesex University
Add to your menu bar - Edge
• Type ctrl + shift + B
• Menu bar appears
• Drag Save to RefWorks into the menu bar
Firefox and Chrome next…
© Middlesex University
© Middlesex University
Add to your bookmarks toolbar - Firefox
If bookmarks toolbar is not showing
in Firefox, click it here >>>
Google Chrome …. next slide
© Middlesex University
© Middlesex University
Add to your bookmarks bar - Chrome
If bookmarks bar is not showing in
Chrome, tick it here >>>
© Middlesex University
© Middlesex University
Add a web page to RefWorks
• Go to a web site (e.g BBC News)
• Click Save to RefWorks button in browser
• Select the item to save (if required)
• Click Save to RefWorks
© Middlesex University
© Middlesex University
Action: Add web pages to RefWorks
• Set up Save to RefWorks
• Add something from the internet
• Possible problems:
• Bad data
• Records may need editing (see later)
© Middlesex University
© Middlesex University
Any questions so far?
• Found things
• Library Search
• Google Scholar
• Added to RefWorks
© Middlesex University
© Middlesex University
Five minute break
© Middlesex University
© Middlesex University
Next…
• Basic referencing
• RefWorks Citation Manager
• Perfecting your references
• Uploading and importing
• Folders
© Middlesex University
© Middlesex University
RefWorks and writing
• Creates references
• Thousands of styles
• Add citations to text – one click
• Generates bibliography or footnotes
• Cite them Right – Harvard
• Set your default
© Middlesex University
© Middlesex University
Basic: Create bibliography > Quick Cite
Create bibliography > Quick Cite > Choose citation style >
Continue…
© Middlesex University
© Middlesex University
Quick Cite: Insert citations; add bibliography
© Middlesex University
© Middlesex University
Word 2016+/365 – RefWorks Citation Manager add in
Word > Insert > Get Add-ins > RefWorks > Add >
RCM tab > Login to sync
You must be logged into your Microsoft Account for the add-in to work
© Middlesex University
© Middlesex University
RCM set up
© Middlesex University
© Middlesex University
RCM cite this
TASK:
• Type some text
• Press Enter twice to add two lines after your text
• Add a heading: References
• Press Enter twice to add blank lines after References
• Click in text where you want to cite
• Add space after the final word but before full stop
• Click Cite This
• Citation and reference list automatically created
© Middlesex University
© Middlesex University
RCM – instant citation and reference
• Citation and reference automatically created
• If reference not created, see next slide…
© Middlesex University
© Middlesex University
RCM – if references don’t appear
• Bibliography generation default is off – switch on
Presentation Title | 35
© Middlesex University
© Middlesex University
RCM – change the citation (Edit this)
Page numbers in
citation:
In the suffix box add:
• 1 x comma
• 1 x space
• p. OR pp.
• 1 x space
• Number OR
• Number – Number
• Full stop
Untick Author for date
only citation
e.g. Kim and Shumaker
(2015, p.21) state that…
Tick and add page(s) for
Oscola footnotes
Click Edit this to…
© Middlesex University
© Middlesex University
RCM – change citation style
Refresh document if you change or edit references
© Middlesex University
© Middlesex University
Action: Create references
• Set up RefWorks Citation Manager
• Write something
• Create a citation and reference
• Change the citation style
© Middlesex University
© Middlesex University
Perfecting your references – normal view
© Middlesex University
© Middlesex University
Perfecting … – table view, find duplicates
Or use the find duplicates tool >>>
© Middlesex University
© Middlesex University
Perfecting… - Citation view; missing bits
© Middlesex University
© Middlesex University
Perfecting … – edit your references
• Is the resource type correct? If not change it
• Click title > lightning bolt by title - overwrites reference
• Click title > lightning bolt by DOI - apply changes to add to reference
• Manual edit e.g. tags
© Middlesex University
© Middlesex University
Action: Perfecting references
• Try different views
• Check for duplicates
• Citation view
• Edit a reference
© Middlesex University
© Middlesex University
Upload pdf to saved reference - best
Open the reference > drop in the PDF
PDF added to high quality reference
© Middlesex University
© Middlesex University
Upload pdf - drag and drop
• RefWorks creates reference from information in the PDF
• Will need to edit the reference created
© Middlesex University
© Middlesex University
Upload pdf – add and upload
+ Add > Upload Documents > File Upload > Click file
Useful when finding files in folders
© Middlesex University
© Middlesex University
Perfecting … – edit your references
• Is the resource type correct? If not change it
• Click title > lightning bolt by title – overwrites reference
• Click title > lightning bolt by DOI - apply changes to add to reference
• Manual edit e.g. tags
© Middlesex University
© Middlesex University
Action: Saving pdfs
• Drop PDF into a reference
OR
• Drag and drop in to RW, then
• Edit the reference
© Middlesex University
© Middlesex University
Saving to folders in RefWorks
Main folder: Separate instances of RefWorks for different projects
My folders: Create and sort folders for different parts of a project
• Create folders and sub folders
• Drag and drop from All References.
• A reference can be in more than one folder
© Middlesex University
© Middlesex University
Share your folders
Invite other RefWorks users to read, annotate or modify
© Middlesex University
© Middlesex University
Action: Folders and sharing
• Create a folder
• Create a sub folder
• Share a folder
© Middlesex University
© Middlesex University
More on referencing: Cite them Right Online
https://libguides.mdx.ac.uk/plagiarismreferencing/welcomecitethemright
© Middlesex University
© Middlesex University
More on referencing: Cite them Right Online
© Middlesex University
© Middlesex University
RefWorks help
https://libguides.mdx.ac.uk/plag
iarismreferencing/NewRW
© Middlesex University
© Middlesex University
Our other library sessions
• Advanced Literature Searching:
• Citation searching with Web of Science
• Best journals in your field
• Repositories and FREE Inter Library Loans
• LinkedIn Learning
• Activate
• Set learning goals
• Certificates in LinkedIn
© Middlesex University
© Middlesex University
Any questions?

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Making the most of RefWorks for Researchers

  • 2. © Middlesex University © Middlesex University What is RefWorks? • Collect, manage and organize references • Format papers • Organize, share and cite research
  • 3. © Middlesex University © Middlesex University We will… • Set up RW account • Export from Library Search • Export from Google Scholar • Save web pages to RW • Writing and citing in Word • Upload PDFs • Share folders • Cite them Right Online
  • 4. © Middlesex University © Middlesex University Set up a RefWorks account Use one of these browsers, Chrome, Edge, Safari(Mac) or Firefox not IE Go to https://refworks.proquest.com/ Create an account Use your full Middlesex email address e.g. j.smith@live.mdx.ac.uk Go to your MDX email account to receive confirmation email. You may need to check junk mail.
  • 5. © Middlesex University © Middlesex University RefWorks home page • Complete form and brief tour • RefWorks home page looks like this:
  • 6. © Middlesex University © Middlesex University Action: Set up a RefWorks account • Find RefWorks • Create and verify your account • Complete the form and the brief walk through
  • 7. © Middlesex University © Middlesex University Adding resources from Library Search | 7 Go to MyMDX click on Library in the Study tile and click on Library Quick Links and Library Search
  • 8. © Middlesex University © Middlesex University Library – Quick Links
  • 9. © Middlesex University © Middlesex University Export from Library Search to RefWorks Click on the icon to the right of the item you want to export to RefWorks from Library Search. The icon is a small square with the initials RW inside.
  • 10. © Middlesex University © Middlesex University If asked use new Refworks
  • 11. © Middlesex University © Middlesex University Your RefWorks library – last imported
  • 12. © Middlesex University © Middlesex University Action: Add to RefWorks • Find an article with Library Search • Add to RefWorks • Save PDF to desktop for later
  • 13. © Middlesex University © Middlesex University Export from Google Scholar
  • 14. © Middlesex University © Middlesex University Sync with RefWorks – select RefWorks from dropdown list
  • 15. © Middlesex University © Middlesex University Library links
  • 16. © Middlesex University © Middlesex University Results with full text If asked to choose Legacy RefWorks (orange) or New RefWorks (blue):  Tick box and choose New RefWorks
  • 17. © Middlesex University © Middlesex University Action: Add to RefWorks • Find a Full Text article with Google Scholar • Add to RefWorks • Save PDF to desktop for later
  • 18. © Middlesex University © Middlesex University Your RefWorks library If you are in Last Imported, click All References
  • 19. © Middlesex University © Middlesex University Tools – save from internet to RefWorks • Drag and drop in your browser toolbar/bookmarks/menu bar • If you cannot see your browser toolbar…next Tools > Tools > Install Save to RefWorks > drag & drop black button
  • 20. © Middlesex University © Middlesex University Add to your menu bar - Edge • Type ctrl + shift + B • Menu bar appears • Drag Save to RefWorks into the menu bar Firefox and Chrome next…
  • 21. © Middlesex University © Middlesex University Add to your bookmarks toolbar - Firefox If bookmarks toolbar is not showing in Firefox, click it here >>> Google Chrome …. next slide
  • 22. © Middlesex University © Middlesex University Add to your bookmarks bar - Chrome If bookmarks bar is not showing in Chrome, tick it here >>>
  • 23. © Middlesex University © Middlesex University Add a web page to RefWorks • Go to a web site (e.g BBC News) • Click Save to RefWorks button in browser • Select the item to save (if required) • Click Save to RefWorks
  • 24. © Middlesex University © Middlesex University Action: Add web pages to RefWorks • Set up Save to RefWorks • Add something from the internet • Possible problems: • Bad data • Records may need editing (see later)
  • 25. © Middlesex University © Middlesex University Any questions so far? • Found things • Library Search • Google Scholar • Added to RefWorks
  • 26. © Middlesex University © Middlesex University Five minute break
  • 27. © Middlesex University © Middlesex University Next… • Basic referencing • RefWorks Citation Manager • Perfecting your references • Uploading and importing • Folders
  • 28. © Middlesex University © Middlesex University RefWorks and writing • Creates references • Thousands of styles • Add citations to text – one click • Generates bibliography or footnotes • Cite them Right – Harvard • Set your default
  • 29. © Middlesex University © Middlesex University Basic: Create bibliography > Quick Cite Create bibliography > Quick Cite > Choose citation style > Continue…
  • 30. © Middlesex University © Middlesex University Quick Cite: Insert citations; add bibliography
  • 31. © Middlesex University © Middlesex University Word 2016+/365 – RefWorks Citation Manager add in Word > Insert > Get Add-ins > RefWorks > Add > RCM tab > Login to sync You must be logged into your Microsoft Account for the add-in to work
  • 32. © Middlesex University © Middlesex University RCM set up
  • 33. © Middlesex University © Middlesex University RCM cite this TASK: • Type some text • Press Enter twice to add two lines after your text • Add a heading: References • Press Enter twice to add blank lines after References • Click in text where you want to cite • Add space after the final word but before full stop • Click Cite This • Citation and reference list automatically created
  • 34. © Middlesex University © Middlesex University RCM – instant citation and reference • Citation and reference automatically created • If reference not created, see next slide…
  • 35. © Middlesex University © Middlesex University RCM – if references don’t appear • Bibliography generation default is off – switch on Presentation Title | 35
  • 36. © Middlesex University © Middlesex University RCM – change the citation (Edit this) Page numbers in citation: In the suffix box add: • 1 x comma • 1 x space • p. OR pp. • 1 x space • Number OR • Number – Number • Full stop Untick Author for date only citation e.g. Kim and Shumaker (2015, p.21) state that… Tick and add page(s) for Oscola footnotes Click Edit this to…
  • 37. © Middlesex University © Middlesex University RCM – change citation style Refresh document if you change or edit references
  • 38. © Middlesex University © Middlesex University Action: Create references • Set up RefWorks Citation Manager • Write something • Create a citation and reference • Change the citation style
  • 39. © Middlesex University © Middlesex University Perfecting your references – normal view
  • 40. © Middlesex University © Middlesex University Perfecting … – table view, find duplicates Or use the find duplicates tool >>>
  • 41. © Middlesex University © Middlesex University Perfecting… - Citation view; missing bits
  • 42. © Middlesex University © Middlesex University Perfecting … – edit your references • Is the resource type correct? If not change it • Click title > lightning bolt by title - overwrites reference • Click title > lightning bolt by DOI - apply changes to add to reference • Manual edit e.g. tags
  • 43. © Middlesex University © Middlesex University Action: Perfecting references • Try different views • Check for duplicates • Citation view • Edit a reference
  • 44. © Middlesex University © Middlesex University Upload pdf to saved reference - best Open the reference > drop in the PDF PDF added to high quality reference
  • 45. © Middlesex University © Middlesex University Upload pdf - drag and drop • RefWorks creates reference from information in the PDF • Will need to edit the reference created
  • 46. © Middlesex University © Middlesex University Upload pdf – add and upload + Add > Upload Documents > File Upload > Click file Useful when finding files in folders
  • 47. © Middlesex University © Middlesex University Perfecting … – edit your references • Is the resource type correct? If not change it • Click title > lightning bolt by title – overwrites reference • Click title > lightning bolt by DOI - apply changes to add to reference • Manual edit e.g. tags
  • 48. © Middlesex University © Middlesex University Action: Saving pdfs • Drop PDF into a reference OR • Drag and drop in to RW, then • Edit the reference
  • 49. © Middlesex University © Middlesex University Saving to folders in RefWorks Main folder: Separate instances of RefWorks for different projects My folders: Create and sort folders for different parts of a project • Create folders and sub folders • Drag and drop from All References. • A reference can be in more than one folder
  • 50. © Middlesex University © Middlesex University Share your folders Invite other RefWorks users to read, annotate or modify
  • 51. © Middlesex University © Middlesex University Action: Folders and sharing • Create a folder • Create a sub folder • Share a folder
  • 52. © Middlesex University © Middlesex University More on referencing: Cite them Right Online https://libguides.mdx.ac.uk/plagiarismreferencing/welcomecitethemright
  • 53. © Middlesex University © Middlesex University More on referencing: Cite them Right Online
  • 54. © Middlesex University © Middlesex University RefWorks help https://libguides.mdx.ac.uk/plag iarismreferencing/NewRW
  • 55. © Middlesex University © Middlesex University Our other library sessions • Advanced Literature Searching: • Citation searching with Web of Science • Best journals in your field • Repositories and FREE Inter Library Loans • LinkedIn Learning • Activate • Set learning goals • Certificates in LinkedIn
  • 56. © Middlesex University © Middlesex University Any questions?

Editor's Notes

  • #7: Talk about links to relevant places in My Library box