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Getting Started
   Using RefWorks
Linda Neyer, Health Sciences/Sciences Librarian
Revised 3/2013
What is RefWorks?
• RefWorks is a web-based service that allows users
  to build their own personal research database. This
  service is available to BU faculty, staff, and students

• RefWorks enables users to organize, edit, link to
  available full-text, cite references, and prepare
  bibliographies

• Because it is entirely web-based you can access it
  from any computer with Internet access
Create an Account
• Access RefWorks from the Library’s home page
  > Citing > RefWorks

• Remote Users: Enter through the Library’s web
  page via the same path

          BU Group Code = RWBUP

 Exercise 1: Create your own individual
            RefWorks account
Creating Your Database
There are multiple ways to enter references
 into RefWorks:
• Direct import (from an online database service
  like EBSCOhost, Proquest, Web of Science,
  WorldCat, Google Scholar etc.)
• Import from a text file (records from PILOT, the
  online catalog)
• Entering references manually (alternative to
  Citation Machine or EasyBib)
Direct Import from an Online Database
                 Service
• After performing a search in Academic Search
  Complete (EBSCOhost), save records in folder, click
  on Folder Has Items
• Select desired records, then Export
• Select Direct Export to RefWorks and then Save
• When the import is complete, Edit Fields if
  necessary
• Select View Last Imported Folder to view the
  records from Academic Search Complete
     Exercise 2: Perform a direct import of
      references from the Academic Search
         Complete database to RefWorks
Organizing Your References
Organize your research by creating folders for your
  references:
• Inside RefWorks click on the button New Folder and
  name your folder
• To put your recently imported references into this folder
  select All in List and click on the drop-down menu to
  select your recently created folder
• Now the references that you imported from Academic
  Search Complete are in the appropriate folder

             Exercise 4: Create a new folder
Creating Bibliographies
To create a Bibliography or Works Cited page using the
references in this folder click on the Bibliography link on
the navigation bar and work top-down:
•Choose the desired Output Style from the drop-down
menu
•Select a File Type to Create (probably Word)
•Select References to Include
•Now Create Bibliography

 Exercise 5: Create a bibliography using references in
                         folder
Writing and Citing Your Paper
To create a paper using the RefWorks Write-n-Cite feature
• Launch/Download the Write-n-Cite Program
• Open your MS Word document
• Put the cursor in your Microsoft Word document where
  the reference should be inserted; click Cite next to the
  appropriate reference to insert placeholders
• Save your document (note: depending on which Write-n-
  Cite version you’re using, these directions may vary.
  Check the Help videos)

  Exercise 6: Download and use Write-n-Cite
Generating In-text Citations
     and a Bibliography for Your Paper

After your paper with in-text placeholder citations is
   complete, generate your bibliography by following these
   steps:
• Using the same document and the Write-n-Cite feature,
   click on Bibliography
• Select the Output Format
• Click on Create Bibliography
• Save your new MS Word document

      Exercise 7: Create a Bibliography
Entering Records Manually
• Access your RefWorks account and from the navigation
  bar select References > Add New Reference
• Select Output Style, Folder, Ref Type, and Source
  Type
• Enter bibliographic information in the boxes provided
• Click on Save Reference when finished

The do-it-yourself lobotomy : open your mind to greater creative
  thinking by Tom Monahan, New York : Wiley, c2002.

   Exercise 8: Manually enter the above book
              citation into RefWorks
Importing References from Google Scholar
• Navigate to Google Scholar (http://scholar.google.com
  on campus; if off-campus use link from Library site)
• In upper right corner, click Settings > Bibliography
  Manager > RefWorks and ‘Save Preferences’
• A link to ‘Import to RefWorks’ will appear in any search
  results
• When record is sent, it opens an ‘Edit Reference’ screen;
  edit and ‘Save’ to desired folder [Caveat: GS provides minimal
  info and often no abstract so you’ll want to beef up the info]

    Exercise 9: Import record(s) from Google
              Scholar into RefWorks
Additional Features
• Search PILOT, our catalog, from within
  RefWorks (to add records to RefWorks)
• Use RefShare (to share folders with
  colleagues and students)
• Use RefGrab-It (to ‘grab’ bibliographic
  information from web pages like Amazon.com)
• Check out ‘Help’ tutorials and files within
  Refworks
• Ask a librarian for help!

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RefWorks Workshop

  • 1. Getting Started Using RefWorks Linda Neyer, Health Sciences/Sciences Librarian Revised 3/2013
  • 2. What is RefWorks? • RefWorks is a web-based service that allows users to build their own personal research database. This service is available to BU faculty, staff, and students • RefWorks enables users to organize, edit, link to available full-text, cite references, and prepare bibliographies • Because it is entirely web-based you can access it from any computer with Internet access
  • 3. Create an Account • Access RefWorks from the Library’s home page > Citing > RefWorks • Remote Users: Enter through the Library’s web page via the same path BU Group Code = RWBUP Exercise 1: Create your own individual RefWorks account
  • 4. Creating Your Database There are multiple ways to enter references into RefWorks: • Direct import (from an online database service like EBSCOhost, Proquest, Web of Science, WorldCat, Google Scholar etc.) • Import from a text file (records from PILOT, the online catalog) • Entering references manually (alternative to Citation Machine or EasyBib)
  • 5. Direct Import from an Online Database Service • After performing a search in Academic Search Complete (EBSCOhost), save records in folder, click on Folder Has Items • Select desired records, then Export • Select Direct Export to RefWorks and then Save • When the import is complete, Edit Fields if necessary • Select View Last Imported Folder to view the records from Academic Search Complete Exercise 2: Perform a direct import of references from the Academic Search Complete database to RefWorks
  • 6. Organizing Your References Organize your research by creating folders for your references: • Inside RefWorks click on the button New Folder and name your folder • To put your recently imported references into this folder select All in List and click on the drop-down menu to select your recently created folder • Now the references that you imported from Academic Search Complete are in the appropriate folder Exercise 4: Create a new folder
  • 7. Creating Bibliographies To create a Bibliography or Works Cited page using the references in this folder click on the Bibliography link on the navigation bar and work top-down: •Choose the desired Output Style from the drop-down menu •Select a File Type to Create (probably Word) •Select References to Include •Now Create Bibliography Exercise 5: Create a bibliography using references in folder
  • 8. Writing and Citing Your Paper To create a paper using the RefWorks Write-n-Cite feature • Launch/Download the Write-n-Cite Program • Open your MS Word document • Put the cursor in your Microsoft Word document where the reference should be inserted; click Cite next to the appropriate reference to insert placeholders • Save your document (note: depending on which Write-n- Cite version you’re using, these directions may vary. Check the Help videos) Exercise 6: Download and use Write-n-Cite
  • 9. Generating In-text Citations and a Bibliography for Your Paper After your paper with in-text placeholder citations is complete, generate your bibliography by following these steps: • Using the same document and the Write-n-Cite feature, click on Bibliography • Select the Output Format • Click on Create Bibliography • Save your new MS Word document Exercise 7: Create a Bibliography
  • 10. Entering Records Manually • Access your RefWorks account and from the navigation bar select References > Add New Reference • Select Output Style, Folder, Ref Type, and Source Type • Enter bibliographic information in the boxes provided • Click on Save Reference when finished The do-it-yourself lobotomy : open your mind to greater creative thinking by Tom Monahan, New York : Wiley, c2002. Exercise 8: Manually enter the above book citation into RefWorks
  • 11. Importing References from Google Scholar • Navigate to Google Scholar (http://scholar.google.com on campus; if off-campus use link from Library site) • In upper right corner, click Settings > Bibliography Manager > RefWorks and ‘Save Preferences’ • A link to ‘Import to RefWorks’ will appear in any search results • When record is sent, it opens an ‘Edit Reference’ screen; edit and ‘Save’ to desired folder [Caveat: GS provides minimal info and often no abstract so you’ll want to beef up the info] Exercise 9: Import record(s) from Google Scholar into RefWorks
  • 12. Additional Features • Search PILOT, our catalog, from within RefWorks (to add records to RefWorks) • Use RefShare (to share folders with colleagues and students) • Use RefGrab-It (to ‘grab’ bibliographic information from web pages like Amazon.com) • Check out ‘Help’ tutorials and files within Refworks • Ask a librarian for help!