RefWorks User Guide 2021
- 1. Thisguide will provideyouwithhelpful tipsneededtonavigate RefWorks.Foracomprehensiveguide refertothe RefWorksUserGuide. To get startedwithyournewRefWorksaccount,go to https://refworks.proquest.com Enteryourinstitutional email addressandcreate a password. NOTE: RefWorkssupports ShibbolethandOpenAthens,whichallowsyoutouse yourinstitutionalcredentials to signintoRefWorks. Remote usersaccessingRefWorksfromoff-siteorfroma non-registeredIPaddress,musteitherenterthe unique URL providedbythe institutionaladmin,loginviathe organization’sproxyserver,orloginusingother institutional credentials(Athens,Shibboleth).
- 2. There are several waystoaddreferencesintoRefworks. Begininthe Main Navigationandclickon +Add: Uploada Document – these are documentsfromyourown computer files.Example:PDF,PPT,WordDoc. Theycan alsobe uploadedwithdrag and dropanywhere onthe All Documentspage orImport a Reference page. Import a Reference –allowsyouto importreference filesfromother reference managers,fromlegacyRefWorksandfromothersources. ADDING REFERENCES Create New Reference –Search fora title orDOI, review the resultsandsave the onesyouchoose,ormanually add all reference metadata.Whenselecting Create newreference anew pane will appearonthe right. You can search fora reference orcreate ityourself. 1. Enter a title,oras much of the title as youcan. 2. Whenavailable,clickonthe lightningiconbutton inthe Title fieldtohave RefWorksmatchthe title withan iteminthe library.Thisbuttonisalsoavailable afteryouenteravalue inthe DOI field,which appearsfor mostreference types. 3. RefWorks displayspossible suggestionsatthe bottomof the pane.If youselectone,RefWorkscompletes the title andfillsthe fieldswithinformationfromthe library.Youcan laterreview oreditfields. 4. To keepthe reference,clickon Save.The reference will be addedtoyourLast ImportedFolder. 5. If no match is found,youcan create the reference bytypinginthe metadatayourselfandclickingon Save. You can save referencesorarticles,includingfull text(if available) fromanywebsite intoRefWorksusingthe Save to RefWorksplug-in;refertothe Tools sectionbelow. You can alsoadd referencesbysearchingin linkedlibrarycatalogsand publiclyavailable databases.Searchresultscanbe importedintoyour account withthe clickof a button. 1. Selectthe Search Databases tab fromthe leftsidebar. 2. Openthe dropdownandenterthe name of the database you wishto searchor selectitfromthe listof recentlyused databases. 3. Enter the searchterm inthe search box andclick onthe Search icon 4. Selectthe relevantitemsanduse one of the followingoptions to save the references: A successful importwillgenerateamessage similar tothe following: To exportreferences,navigatetothe page or folderof the referencesyouwouldlike toexport.Clickon Share in the Main Navigation,then Exportreferences.Selectthe relevantoptionsandclickon Export. a. Clickon the Foldericonto importintoa specificfolder. Chooseanexistingfolderorcreate a newfolder. b. ClickonImport. The newlyimportedreferencesare placedinthe Last Importedfolderandcan be assignedtofoldersbydragginganddroppingorby usingthe Assignto Folder actioninthe MainNavigation.
- 3. ORGANIZING REFERENCES RefWorkssupportsthe full researchprocessandprovidesavarietyof optionsto help you better organize references. Left Sidebar: All References – Containsall referencesinthe project. Search Databases – Used to searchfor itemsinexternal linkeddatabases. Last Imported– Displaysreferencesimportedinthe last30 days. Sharing – Enablesyoutoview foldersthatwere sharedwithyou. My Folders– Allowsyoutoorganize referencesintofoldersandsubfolders.A single reference canbe inmultiple folders. NotinFolder– Displaysreferences that have not yetbeenmovedintoafolder. Tags – includestagsassignedtoreferencesthatare imported andtagscreated by youwhenaddingreferences.A reference canhave multiple tags. Deleted– Containsall itemsthathave beendeleted. To add a folder: 1. Clickon +Add folder 2. Name yourfolder 3. Clickon Save To add a subfolder: 1. Clickon the selectedfolder’skabobicon (onthe right) 2. Clickon Addsubfolder... 3. Followpromptstoname and save the subfolder. You can sort foldersalphabeticallyordragand dropin yourpreferredorder.Youcan toggle betweenthe twosortingoptionsusingthe SortoptionunderMy Folders.Whenchoosingthe customoption,yourlatestcustomsortingisrestored. Referencescanalsobe organized intoprojects,whichare separate reference collectionswithunique folders,references,tags,etc.Mostuserswill findthey can organize theirreferencessufficientlybyusingfolders.Forsome users, especiallythose workingonmultiple researchprojectswithdifferentgroups of people,the abilitytoisolatereferencesandfolderswithinaProjectis needed. YourRefWorksaccounthasa defaultprojectcalledUntitledProject. You can change the name andcreate newprojectsinthe Manage projects page. ORGANIZING REFERENCES IN FOLDERS ORGANIZING REFERENCES IN PROJECTS
- 4. VIEWING REFERENECES Sort by: Selecthowyouwantto display references:bydate,title,authororRef ID. RefWorkswill rememberyourselectedsorting the nexttime youopenRefWorks. Numberof referencesperpage: Selecthow manyreferencesyouwouldlike toappearon the page (from25 to2000 references). Viewtype:Selectwhichviewyouprefer: Normal View(default),Table View,Full VieworCitationView.RefWorkswill rememberyourselectedviewthe nexttime youopenRefWorks. Use the AdvancedSearchcapabilitytofindinformationinspecific foldersorreference metadatafields. Accessthe Advanced Search by clickingonthe Search iconin the Main Navigation. Clickon Advancedand an optionspanel willopen. Advancedsearchescanbe createdby selectingavarietyof fields(includingcustomfields),searchtermsandBoolean operators.
- 5. SHARING & COLLABORATING RefWorkssharingcapabilitiesallowyoutoshare foldersandprojectswithotherswithinoroutside your institution.Inadditiontoindividualsharing,userscanshare folderswithall usersattheirinstitution. Selectthe folderyouchoose toshare inyour My Folderstab. 1. Clickon the iconand selectShare Folderor click onthe Share iconin the Main Navigation. 2. In the SharingSettingsscreenuse the dropdownoptions to configure: o Settingsfor:Whichreferencestoshare o PublicURL: Create a URL to provide accesstopeople whodonot have a RefWorksaccount.Theywill be able toview,sort,export referencesandcreate abibliography. o Sharedwith:Type the email addresses,designate if the recipients can read,annotate or modifyandoptionallyaddamessage. 3. Clickon Done. You can share a projectwithotherRefWorksusers. Doingso makesthema projectownerandgivesthemfull permissionswithinthe project,includingadding,deleting,and modifyingfoldersandreferences. Anyprojectownercan delete the project,aslongasit isnot the currentprojectof anyowner. Select“Share thisProject”fromthe Projectdropdownmenuorfroma project’s“Actions”buttononthe My Projectspage (ProjectMenu> Manage Projects): The ProjectSharingSettingspage appears,allowingtoinvite userstothe project,anddisplayinguserswithwhomthe projectwasalreadyshared. FOLDER SHARING PROJECT SHARING
- 6. CREATING CITATIONS OR A BIBLIOGRAPHY You can create citations and a bibliographyfrom selected referencesorfolders. 4. Navigate tothe page or folderof referencesyou wantto use. 5. Clickon Create bibliographyinthe Main Navigation. 6. Clickon Quick Cite. You can create citations and a bibliographyfrom selectedreferencesorfolders. 1. Navigate tothe page or folderof referencesyouwanttouse. 2. Clickon Create bibliographyinthe Main Navigation. 3. Clickon Quick Cite. Choose yourpreferences: 1. CitationStyle: RefWorkswill rememberthe lastcitationstyle youused.Youcanchange stylesbyclicking on the style name andeithersearchingfora new style orselectingfromthe displayedlist. 2. Insert Citations:Selectthe referencesforwhichyouwouldlike tocreate citations.Asyouselect references,theircorrespondingcitationswill be displayedinthe textbox. 3. Clickon the clipboardicon,navigate toyourdocumentandpaste the formattedcitations.Don’tforgetto save your paperwhenyou're done! 4. Clickon Continue tobibliographyto generate a bibliographywhichyoucancopyand paste intoyour document.Youcan alsoclick on Create bibliographyinthe mainNavigationandthenagainon Create bibliographyto skipcreatingcitations. TOOLS RefWorksoffersadd-onandplug-intoolstohelpwithyourresearch.Toaccessthese,clickon Tools inthe Main Navigation. Save to RefWorks By installingthe Save toRefWorksplug-ininyourbrowser,youwillbe able tosave a reference orarticle, includingfull text(if available) fromanywebsite intoyourRefWorksaccount. Plug-insforMicrosoft Word and for Google Docs These plug-insallowyoutoquicklyinsertcitationsandabibliographytoyourdocumentusingreferencesfrom your RefWorksfolders.Followthe detailsinthe Toolssectiontoidentifythe plug-inrelevantforyouandfollow the installationinstructions. RESOURCES/SUPPORT Ex LibrisRefWorksKnowledgeCenter offersvariousresourcesforAdminsandusers. RefWorksYouTube Channel The RefWorksTechnical Supportteamisavailable toassistyouwithanyissuesthatcome up while usingRefWorks. Please submitacase,case contact us by email: support@refworks.com