RefWorks: AdvancedRefWorks: Advanced

February 13, 2006February 13, 2006

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What We’ll Cover TodayWhat We’ll Cover Today

Managing Your Personal DatabaseManaging Your Personal DatabaseSearching Your Personal DatabaseSearching Your Personal DatabaseLinking to the Full Text of ArticlesLinking to the Full Text of ArticlesUsing “My List”Using “My List”Editing a bibliographic formatEditing a bibliographic formatSharing Your ReferencesSharing Your ReferencesUsing Write-N-Cite (format your paper and Using Write-N-Cite (format your paper and generate the bibliography in WORD)generate the bibliography in WORD)Anything else??Anything else??

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Managing Your Personal DatabaseManaging Your Personal Database

Your personal database consists of ALL your Your personal database consists of ALL your foldersfolders– You can have multiple foldersYou can have multiple folders– You can have the same reference in multiple foldersYou can have the same reference in multiple folders

Clear, Rename, and Delete FoldersClear, Rename, and Delete Folders

Move articles from one folder to anotherMove articles from one folder to another

Remove and Delete articles (there IS a Remove and Delete articles (there IS a difference!)difference!)

Find duplicate referencesFind duplicate references

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Managing Your Personal DatabaseManaging Your Personal Database

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Managing Your Personal Database Managing Your Personal Database Organizing FoldersOrganizing Folders

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Managing Your Personal Database Managing Your Personal Database Organizing FoldersOrganizing Folders

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Managing Your Personal Database Managing Your Personal Database Moving ReferencesMoving References

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Managing Your Personal Database Managing Your Personal Database Moving ReferencesMoving References

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Managing Your Personal Database Managing Your Personal Database Deleting ReferencesDeleting References

From a specific folder From a specific folder – Use RemoveUse Remove

From the database From the database – Use DeleteUse Delete

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Managing Your Personal Database Managing Your Personal Database Deleting ReferencesDeleting References

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Managing Your Personal Database Managing Your Personal Database Deleting ReferencesDeleting References

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Managing Your Personal Database Managing Your Personal Database Duplicate ReferencesDuplicate References

Cleaning up your databaseCleaning up your database

““Exact” searches for exact match of title, Exact” searches for exact match of title, author, and publication yearauthor, and publication year

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Managing Your Personal Database Managing Your Personal Database Duplicate ReferencesDuplicate References

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Managing Your Personal Database Managing Your Personal Database Duplicate ReferencesDuplicate References

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Questions??Questions??

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Your Turn!Your Turn!

Create a dummy folder Create a dummy folder

Move two or three references into the Move two or three references into the dummy folderdummy folder

Remove ONE reference in the dummy Remove ONE reference in the dummy folder folder

Check to see if you have any duplicate Check to see if you have any duplicate referencesreferences

Delete the dummy folderDelete the dummy folder

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Searching Your Personal DatabaseSearching Your Personal Database

Search Author, Periodical, or DescriptorSearch Author, Periodical, or DescriptorSearches entire personal database, not Searches entire personal database, not just a particular folderjust a particular folderEspecially useful as your database grows Especially useful as your database grows larger – helps in organization, locating all larger – helps in organization, locating all articles of interest in your databasearticles of interest in your databaseTwo methods:Two methods:– From within a reference (view mode)From within a reference (view mode)– From the menu barFrom the menu bar

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Searching Your Personal Database Searching Your Personal Database From View ModeFrom View Mode

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Searching Your Personal Database Searching Your Personal Database From View ModeFrom View Mode

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Searching Your Personal Database Searching Your Personal Database From View ModeFrom View Mode

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Searching Your Personal Database Searching Your Personal Database From Menu BarFrom Menu Bar

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Searching Your Personal Database Searching Your Personal Database From Menu BarFrom Menu Bar

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Searching Your Personal Database Searching Your Personal Database From Menu BarFrom Menu Bar

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Searching Your Personal Database Searching Your Personal Database Adding a DescriptorAdding a Descriptor

To a single recordTo a single record– Use Edit mode for the recordUse Edit mode for the record

To multiple records To multiple records – Use Global EditUse Global Edit

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Searching Your Personal Database Searching Your Personal Database Adding a DescriptorAdding a Descriptor

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Searching Your Personal DatabaseSearching Your Personal DatabaseAdding a DescriptorAdding a Descriptor

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Questions??Questions??

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Your Turn!Your Turn!

Check out the descriptors of the Check out the descriptors of the references in your databasereferences in your database

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Linking to the Full Text of ArticlesLinking to the Full Text of Articles

Some databases will put a URL into the Some databases will put a URL into the RefWorks reference (e.g. Scholars Portal)RefWorks reference (e.g. Scholars Portal)– May show up in Availability or Links fieldMay show up in Availability or Links field

Get It @ Waterloo available for Get It @ Waterloo available for

each referenceeach reference– Caution: this does NOT mean that the full text Caution: this does NOT mean that the full text

is definitely accessible – if UW does not is definitely accessible – if UW does not subscribe to the publication, it won’t be there!subscribe to the publication, it won’t be there!

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Linking to the Full Text of ArticlesLinking to the Full Text of Articles

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Linking to the Full Text of ArticlesLinking to the Full Text of Articles

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Using “My List”Using “My List”

Allows the selection of references from Allows the selection of references from multiple folders for TEMPORARY usemultiple folders for TEMPORARY use– References added to the My List folder are References added to the My List folder are

available ONLY during the current session; available ONLY during the current session; the folder is cleared when you log off from the folder is cleared when you log off from RefWorksRefWorks

A bibliography can be printed from the My A bibliography can be printed from the My List folderList folder

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Using “My List”Using “My List”

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Using “My List”Using “My List”

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Using “My List”Using “My List”

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Questions??Questions??

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Editing a Bibliographic FormatEditing a Bibliographic Format

Bibliographic format = output styleBibliographic format = output style

Personal output styles will be in red and in Personal output styles will be in red and in your database only – they are not your database only – they are not available to anyone elseavailable to anyone else

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Editing a Bibliographic FormatEditing a Bibliographic Format

Steps: Steps: – Select Bibliography or Citation typeSelect Bibliography or Citation type– Choose a style closest to what you wantChoose a style closest to what you want– Name it in the box BELOWName it in the box BELOW– Click on the Save As buttonClick on the Save As button– Make your changesMake your changes– Click on the Save buttonClick on the Save button

NB: Your new output style may not appear NB: Your new output style may not appear until you exit and reenter the Bibliography until you exit and reenter the Bibliography pagepage

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Editing a Bibliographic FormatEditing a Bibliographic Format

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Editing a Bibliographic FormatEditing a Bibliographic Format

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Editing a Bibliographic FormatEditing a Bibliographic Format

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Editing a Bibliographic FormatEditing a Bibliographic Format

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Editing a Bibliographic FormatEditing a Bibliographic Format

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Questions??Questions??

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Sharing Your ReferencesSharing Your References

Allow other RefWorks users at UW view Allow other RefWorks users at UW view your references (e.g., course instruction)your references (e.g., course instruction)– Read-only passwordRead-only password

Allow other RefWorks users at UW view Allow other RefWorks users at UW view and modify your references (e.g., working and modify your references (e.g., working with a group of people on a project)with a group of people on a project)– Share your user name and passwordShare your user name and password– NB: you may want to create a separate NB: you may want to create a separate

account for the projectaccount for the project

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Sharing Your References – Sharing Your References – View OnlyView Only

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Sharing Your References – Sharing Your References – View OnlyView Only

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Questions??Questions??

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Using Write-N-CiteUsing Write-N-Cite

Insert references from RefWorks directly Insert references from RefWorks directly into your Word document into your Word document Format your paper in the chosen output Format your paper in the chosen output stylestyleGenerate your bibliography in the chosen Generate your bibliography in the chosen output styleoutput styleTwo methods: Two methods: – with the Write-N-Cite plug-in with the Write-N-Cite plug-in – without the Write-N-Cite plug-inwithout the Write-N-Cite plug-in

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Using Write-N-Cite – Using Write-N-Cite – with the plug-inwith the plug-in

Download the Write-N-Cite plug-in (under Tools) Download the Write-N-Cite plug-in (under Tools) and follow the directions to install it on your and follow the directions to install it on your computercomputerOpen Microsoft WordOpen Microsoft WordClick on the Write-N-Cite iconClick on the Write-N-Cite iconRefWorks is automatically launchedRefWorks is automatically launchedLog in to RefWorksLog in to RefWorksCheck the “Always on top” box (optional)Check the “Always on top” box (optional)NBNB: Save your document before generating the : Save your document before generating the bibliographybibliographyNBNB: Always work in the ORIGINAL document: Always work in the ORIGINAL document

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Using Write-N-Cite – Using Write-N-Cite – with the plug-inwith the plug-in

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Using Write-N-Cite – Using Write-N-Cite – with the plug-inwith the plug-in

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Using Write-N-Cite – Using Write-N-Cite – with the plug-inwith the plug-in

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Using Write-N-Cite – Using Write-N-Cite – with the plug-inwith the plug-in

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Using Write-N-Cite – Using Write-N-Cite – with the plug-inwith the plug-in

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Using Write-N-Cite – Using Write-N-Cite – without the plug-inwithout the plug-in

Open RefWorksOpen RefWorks– Switch to One line/Cite ViewSwitch to One line/Cite View

Open a Word documentOpen a Word document

NBNB: Save your document before generating the : Save your document before generating the bibliographybibliography

NBNB: Always work in the ORIGINAL document: Always work in the ORIGINAL document

NBNB: To generate your final document in Word : To generate your final document in Word format, SAVE the document when prompted; format, SAVE the document when prompted; OPENing the document defaults to html formatOPENing the document defaults to html format

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Using Write-N-Cite – Using Write-N-Cite – without the plug-inwithout the plug-in

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Using Write-N-Cite – Using Write-N-Cite – without the plug-inwithout the plug-in

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Using Write-N-Cite – Using Write-N-Cite – without the plug-inwithout the plug-in

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Using Write-N-Cite – Using Write-N-Cite – without the plug-inwithout the plug-in

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Using Write-N-Cite – Using Write-N-Cite – without the plug-inwithout the plug-in

Copy

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Using Write-N-Cite – Using Write-N-Cite – without the plug-inwithout the plug-in

Paste

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Using Write-N-Cite – Using Write-N-Cite – without the plug-inwithout the plug-in

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Using Write-N-Cite – Using Write-N-Cite – without the plug-inwithout the plug-in

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Using Write-N-Cite – Using Write-N-Cite – without the plug-inwithout the plug-in

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Using Write-N-Cite – Using Write-N-Cite – without the plug-in (cont’d)without the plug-in (cont’d)

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Your Turn!Your Turn!

Using the Write-N-Cite plug-in, Using the Write-N-Cite plug-in, – Create a brief document, Create a brief document, – Insert one or two references, andInsert one or two references, and– Format the document/Create a bibliographyFormat the document/Create a bibliography

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Using Write-N-Cite – Using Write-N-Cite – with the plug-inwith the plug-in

Open Microsoft WordOpen Microsoft Word

Click on the Write-N-Cite iconClick on the Write-N-Cite icon

RefWorks is automatically launchedRefWorks is automatically launched

Log in to RefWorksLog in to RefWorks

Check the “Always on top” box (optional)Check the “Always on top” box (optional)

NBNB: Save your document before generating the : Save your document before generating the bibliographybibliography

NBNB: Always work in the ORIGINAL document: Always work in the ORIGINAL document

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Anything Else??Anything Else??

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Questions??Questions??

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For More Information…For More Information…

Consult the RefWorks Help or TutorialConsult the RefWorks Help or Tutorial

Contact your Liaison LibrarianContact your Liaison Librarian

Contact meContact me– skeys@library.uwaterloo.caskeys@library.uwaterloo.ca