RefWorks Guide  

SET-UP AN ACCOUNT  & CREATE A FOLDER IN REFWORKS

(1)    Sign up for an individual account if you are a new user

(2)    Enter log-in name and password

(3)    At the RefWorks main screen, point to “Folders” and select “Create New Folder”from the pull-down menu. Name your new folder

(4)    Minimize your RefWorks window for later use           

There are three ways to import bibliographic references into RefWorks:

(1)    DIRECT EXPORT  - This feature is available within several online database service providers including EBSCOhost, OCLC FirstSearch, CSA, ABC-CLIO, and JSTOR 

(2)    SAVE citations as text file and import into RefWorks – The “Import” function of RefWorks should list the database service provider you are using in order for you to use this method of importing. Some examples are EBSCOhost, OCLC FirstSearch, CSA, Science Direct (RIS Format), ISI (Institute for Scientific Information), JSTOR, Emerald, ABC-CLIO, and H.W. Wilson 

(3)    COPY and PASTE citations or manually enter information into RefWorks - Use for any database that doesn’t offer the features mentioned above (see instructions below). You can also import references from a Word document by manually tagging them. See instructions here. The import filter to use would be "RefWorks Tagged Format" and the database choice would be "Tagged".

The Business Source Premier (EBSCOhost) and JSTOR databases will be used in the following examples to illustrate how the system works. The other online database services we subscribe to that offer similar features will work roughly the same way. 

DIRECT EXPORT (Ex. Business Source Premier)

     (1)  Conduct your topic search in Business Source Premier

     (2)  Select the citations you would like to import to RefWorks by clicking on “added”

     (3)  Display all the citations selected by clicking on “Folder has items”

(4)    Click on “Export”

(5)    Select “Direct Export to RefWorks” and click on “Save” (for other databases you may look for “Save to RefWorks”, “RefWorks Export, etc) 

(7)  A RefWorks window should open with the message “Import completed - ## references imported”

(8)    Click on “View last imported folder”

(9)    Select the citations you wish to put in a folder

(10)From the pull-down menu for “Put in Folder” select the folder you want the citations imported into 

     Note: Use the “Edit” function to manually add/correct information 

SAVE CITATIONS as text file and import into Refworks (Ex. JSTOR)

      (1) Conduct your search in JSTOR

(2)   Select each of the citations by clicking on “Save Citation”

(3)   Display all the citations selected by clicking on “View Saved Citations”

(4)   Go to “View and Save citations "citation-manager " and click on "View" (for other databases you may look for a format that is called “Bibliographic Management” format or “tagged format”)

(5)   Be sure to save your file to a diskette or desktop as a plain text file (.txt) 

(6)   Maximize the RefWorks window, point to the “References” button at the top of the window, and select “Import” from the pull-down menu

(7)   From the pull-down menu for “import filter/data source”, select JSTOR

(8)   From the pull-down menu for “database”, select  JSTOR

(9)   From the pull-down menu for “import reference into”, select the folder you wish the citations to be imported into.

(10)Click on the “browse” button next to the area marked “Import Data from the Following Text File” and select the text (.txt) file you saved in JSTOR

(11)Click on the “import” button at the bottom of the screen

(12)You should then see the message “import completed - ## references imported” 

     Note: Use the “Edit” function to manually add/correct information 

COPY & PASTE or manually enter information into RefWorks 

(1)    Conduct your topic search in the database of choice

(2)    In the RefWorks window, point to the “References” button at the top of the window, and select “Add New Reference” from the pull-down menu

(3)    For “View required fields for”, select the writing style desired (ex. MLA, APA, etc.)

(4)    For “In Folder(s)”, select the folder to import citations into

(5)    For “Ref Type”, select “journal electronic” or other type

(6)    Copy and paste citation data (ONE at a time). The red asterisks * denote a required field. Click on the asterisk for an explanation of required information

(7)    Click on the “Save Reference” button at the top of the window each time you enter a new citation

(8)    When you are done coping and pasting all citations, click on the “Back to Reference List” button

(9)    Select the citations to import to a folder

(10)From the pull-down menu labeled “Put in Folder”, select the folder where you want your citations imported

(11) Point to the “View” button and select “Folder” from the pull-down menu to make sure your citations were imported 

NOTE:  Functions for sorting, searching citations, and searching for duplicates are also available 

CREATE & FORMAT A FINISHED BIBLIOGRAPHY

(1)    Click on the button labeled “Bibliography” at the top of the screen

(2)    Select desired output format (i.e. MLA, APA, Chicago, Turabian, etc.)

(3)    Select “Format a Bibliography from a List of References”

(4)    For “File Type to Create”, select the type of file format desired

(5)    For “Include”, select “References from” and name of folder

(6)    Click on button labeled “Create Bibliography”

(7)    The message “Bibliography created with ## references” should appear and a new window should open with the list of citations from your folder. You can print, download, or e-mail the list 

For additional help point to the “Help” button and select “Tutorial” from the pull-down menu. A guide is also available at the University of Michigan at http://www.lib.umich.edu/help/refworks/ 

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Page created & maintained by  Lilia Fernandez
Last updated: 04/04/07