RefWorks for Historians Alice Nelson alice.nelson@bodleian.ox.ac.uk - - PowerPoint PPT Presentation

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RefWorks for Historians Alice Nelson alice.nelson@bodleian.ox.ac.uk - - PowerPoint PPT Presentation

Nov 03, 2023 12 likes •488 views

RefWorks for Historians Alice Nelson alice.nelson@bodleian.ox.ac.uk Aims of this session To enable you to: Use the basic features of RefWorks; Import references from different sources; Manage your database of references; Create a

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RefWorks for Historians

Alice Nelson alice.nelson@bodleian.ox.ac.uk

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Aims of this session

To enable you to:  Use the basic features of RefWorks;  Import references from different sources;  Manage your database of references;  Create a bibliography/reference list.

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RefWorks…

 is a personal online database that allows

you to manage all your research and to generate a bibliography in the format you need.  enables you to:

  • Import references from many sources
  • Organize your references
  • Include citations while you write your paper
  • Create a bibliography in a variety of citation formats,

and in different document formats (Word, RTF, HTML, etc.)

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Access

  • Access your personal account from any

computer connected to the web.

  • Free access for Oxford University members,

and Alumni.

  • Outside Oxford network, log in via group code
  • see:

http://www.bodleian.ox.ac.uk/eresources/refworks

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RefWorks vs EndNote

Compare features: Web Desktop

Save references Organize & edit references Unlimited Storage capacity (number of references)

10,000

Import from many databases and OPACs Cite & format papers with bibliographies Create & save advanced searches Customize views & displays Edit reference import filters & output styles Work online, on any computer Cite tables, figures, & equations Work Offline (anytime/anywhere) Write N Cite III available offline: Full access online Local Personal Files and Documents High Performance Desktop Environment 5

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  • Several alternative packages available:

Endnote, Zotero and Mendeley

  • Find out more

– WISER: Tech Tools - Reference Management (Wed 20 Feb 2.00 – 5.00) (wk 6) Book @ http://courses.it.ox.ac.uk/detail/TZW6 – Guide to reference management @ http://libguides.bodleian.ox.ac.uk/reference- management (includes comparison table)

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Other reference management software

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Getting started: setting up an account (1)

  • 1. Go to

www.RefWorks.com/RefWorks

  • 2. Click on

Sign up for a New Account X Note: don’t use this option

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Getting started: setting up an account (2)

  • 3. Fill in the form
  • 4. Click on Create account

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Selecting favourite output styles

  • 1. choose Bibliography then

Output Style Manager

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  • 2. Find the style you need in the

List of Output Styles and move the style to your Favorites using the arrows

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Options for importing references

  • Enter references manually
  • Export data from “Direct Export Partners” e.g.

SOLO, OxLIP+, EBSCO, ProQuest and others

  • Search for data from within RefWorks e.g.

COPAC

  • Import data from databases using saved files –

usually in plain text format with tagged fields e.g. BBIH

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Adding new reference manually (1)

  • 1. Click on New Reference

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Adding new reference manually (2)

  • 2. Check “Ref type”
  • 3. Fill in boxes

provided for the selected output style

  • 4. Save reference or

Save & add new to continue adding more references

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Direct export from SOLO (1)

  • 1. Login to SOLO using your Single Sign On
  • 2. Search SOLO and mark some results by clicking the

star next to the item

  • 3. Access your E-shelf for a list all of the records you

have marked

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  • 4. Select the ones you want to use

Direct export from SOLO (2)

  • 5. From the drop-down menu, choose Push to RefWorks

and click Go to export directly to RefWorks

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Edit a reference, add notes & attach documents (1)

  • 1. Choose a

reference and click

  • n edit.
  • 2. Make any changes

needed to the bibliographical details.

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  • 3. To attach a document

click on browse button & navigate to your saved Document.

  • 4. Click on open to attach

it to your reference.

Edit a reference, add notes & attach documents (2)

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Edit a reference, add notes & attach documents (3)

  • 5. To add personal notes click
  • n additional fields and scroll

down to personal notes field

  • 6. Click on save

reference or save & add new before exiting

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  • 1. Select New Folder

Creating Folders in RefWorks (1)

  • 2. Enter a name in New Folder

Name box and click Create

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  • 3. Go to Folders - Last

Imported Folder and select some references.

  • 4. Click on Folder icon

and choose a folder to save your selected references to.

Creating Folders in RefWorks (2)

  • 5. To find and remove any

duplicates choose Find Duplicates and follow the steps.

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Practice

Try the following tasks: 1, 2, 3 & 4

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Direct export from EBSCO (1)

  • 1. Go to http://oxlip-plus.bodleian.ox.ac.uk and find

an EBSCO database e.g. Historical Abstracts

  • 2. Conduct a search. Select some articles to save and click
  • n Add to Folder

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Direct export from EBSCO (2)

  • 3. Go to Folder View, select the records you wish to export, then

click on Export

  • 4. Select Direct Export to

Refworks and then click Save

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Direct export from EBSCO (3)

  • 5. Your records should

appear in the Last Imported

  • Folder. Check them for

accuracy at this point.

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Direct export from ProQuest (1)

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  • 1. Select items to export and click on

Export/Save then choose RefWorks

  • 2. Click Continue. You might need to

login to RefWorks at this point

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Direct export from ProQuest (2)

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  • 3. Your records should appear in the Last Imported
  • Folder. Check them for accuracy at this point.
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What to do when direct export is not possible - e.g. BBIH

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Saving results from BBIH

  • 1. Search Bibliography of British & Irish History
  • 2. Select the items you want to save and click on

Export

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Saving results from BBIH

  • 3. Change file name if preferred
  • 4. Select download as method of export
  • 5. Select “.txt – RefWorks tagged format” click on

export, then save file to computer

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Importing to RefWorks

  • 3. Your records should appear in the Last Imported Folder.
  • 2. Select the data source (RefWorks Tagged

Format) and database (Tagged Format) Browse for the text file you saved and click Import

  • 1. Select References |

Import from the toolbar

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About import filters

  • 1. To see a list of Direct Export

partners choose: References | Import and click on List of Filters and Databases.

  • 2. Choose Direct

Export Partners.

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+

Importing from Google Scholar (1)

  • 2. Scroll down to

Bibliography manager settings

  • 1. From Google Scholar

search page click on Scholar Preferences link at side of search box

  • 4. Save preferences
  • 3. Select to “Show links to import citations

into” – choose RefWorks from the dropdown menu

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Search results should now offer the option to Import to RefWorks

Importing from Google Scholar (2)

Note: this has to be done individually as there is no“mark records” option

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Practice

Try the following tasks: 5, 6, 7 & 8

Also open Word, go to the RefWorks tab and login. Groupcode: oxymoron

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Formatting citations in your paper with Write-N-Cite

Write-N-Cite is a tool which you download into your word processing software. It makes placing references into your paper easy. You need to download the Write-N-Cite plug in from RefWorks.

  • 1. Choose Tools | Write-N-Cite and follow the instructions

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Formatting citations in your paper with Write-N-Cite

Available for Windows or Mac Install information

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Working Offline with Write-N-Cite III

  • If you want to work offline use Write-N-Cite III (older

version)

  • You cannot add, edit or delete references in your

RefWorks account offline

  • Offline, you can:

 View your references and insert temporary citation placeholders  Format your bibliography

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Getting started with W-N-C

  • To add a citation at a particular point in your Word

document click on the Write-N-Cite icon on the toolbar

  • Log into Write-N-Cite to access your RefWorks

database

  • Choose referencing style

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Adding a citation with W-N-C

  • In the Word document,

place you cursor where the citation is to be inserted

  • From the Write-N-Cite list

click on Insert citation > Insert new

  • Select citation and add

page numbers

  • Press OK to insert
  • Save your document

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Formatting a bibliography with W-N-C

  • In the Write-n-Cite tab click on Bibliography Options

and choose Insert Bibliography

  • You can change your output style without creating a

new document

  • You can remove and re-insert in another location if

required

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Adding page numbers to citations

  • Tick Override Pages and insert page

number(s) in format required by referencing style.

  • Or use

Suffix

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Creating a standalone bibliography

  • In RefWorks, click on Bibliography / Create
  • Choose an Output (reference) style e.g.

Harvard

  • Tick Format a Bibliography from a List of

References

  • Choose a File type e.g. HTML, Word
  • Choose which references you want to include

e.g. All references, My List, folder

  • Click on Create Bibliography

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Creating a standalone bibliography

  • 1. In RefWorks, click
  • n Bibliography |

Create

  • 6. Click on Create Bibliography
  • 2. Choose style
  • 4. Choose a File type e.g. HTML, Word
  • 5. Choose which references you want

to include e.g. All references, My List, folder

  • 3. Tick Format a

Bibliography from a List of References

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Using History Faculty styles

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History Faculty, Oxford – Bibliography only (beta) for formatting bibliographies in RefWorks History faculty, Oxford – Notes & Bib. (beta) for formatting essays with footnote references and bibliography in Write-N-Cite for Windows History Faculty, Oxford – Notes &

  • Bib. (for WNC III)

formatting essays with footnote references and bibliography in Write-N-Cite III (older version) for creating bibliographies without Write-N-Cite using One Line / Cite View

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Compatibility with other word processing packages

Open Office

  • Write-N-Cite is not available in Open Office. However, you can use

the One Line/Cite View in RefWorks to add citations and create a

  • bibliography. For information on how to do this, see Task 14 on the

course handouts or look at the RefWorks online help https://www.RefWorks.com/RefWorks/help/RefWorks.htm

  • under Output and Formatting

LaTeX

  • You can export references from RefWorks into BibTex, the

bibliography manager in LaTeX.

  • See useful instructions from MIT http://libguides.mit.edu/refworks

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Help with using RefWorks

 Use Help from the RefWorks menu  Report any problems or make requests for new filters to support@RefWorks.com  Local help is available either from nigel.walker@bodleian.ox.ac.uk or from any of the RefWorks presenters:

  • shona.mclean@bodleian.ox.ac.uk
  • kate.petherbridge@bodleian.ox.ac.uk
  • valerie.lawrence@bodleian.ox.ac.uk
  • nia.roberts@bodleian.ox.ac.uk
  • angela.carritt@bodleian.ox.ac.uk
  • alice.nelson@bodleian.ox.ac.uk

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Practice

Try the following tasks: 9, 10 and 12

Continue and try some of the optional exercises: 11, 14 – 30 (Not possible to do task 13 on campus PCs)

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Well done!

You should now be able to: Login to RefWorks Create folders and manage output styles Add references manually, export from databases, import files and edit references Generate bibliographies using RefWorks and Write-N-Cite

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