INTRODUCTION TO REFWORKS

1. TEMPLEMAN LIBRARY INTRODUCTION TO REFWORKS Ben Watson and Anna Miller

2. What is RefWorks? • RefWorks is a sort of online filing cabinet which stores, maintains and manages your references • A software attachment (Write-N-Cite) helps to output your references and bibliographies in the correct format • RefWorks is web based and accessible from any internet connection • Write-N-Cite is ready to be activated on university managed PCs but requires local installation on personal PCs and laptops Ben Watson/Anna Miller

3. Accessing RefWorks • Go to Resources > Reference management • Click on Log into Refworks • Don’t forget that you always access your account via “My institution’s credentials (Shibboleth)” • Scroll down to University of Kent • Bookmark RefWorks help pages • especially Support and training Ben Watson/Anna Miller

4. Adding records to RefWorks • Adding records is by one of three methods : • Manual creation by completing a form • Importing via a file (eg for Zetoc records) • Direct export (for most journal indexes and the library catalogue) • Most databases will have an ‘Export to Reference Manager’ option • For manual additions • Make sure the style and type of record are correct • Hover over field tags to see how to enter data Ben Watson/Anna Miller

5. Using RefWorks • Find out how to • create a new folder • put references into folders • move them between folders • edit and delete references • use the personal notes field • search within RefWorks • use the Organise and share folders tab to • create sub folders • rename, delete and clear folders Ben Watson/Anna Miller

6. Installing RefGrab-IT • On a UoK Student Managed Desktop using IE or Firefox • Log into your RefWorks account • Click on Tools > RefGrab-IT • Click on the RefGrab-It bookmarkletInstall information • You can only install the bookmarklet version on the Favorites bar on a Student Managed PC • Follow instructions clicking on the RefGrab-It link at the bottom right of the grey box • Select Add to Favorites • Answer ‘Yes’ to any security warnings • In the Add a favoritebox, select Favorites Bar in the Create in box and then click Add • Close and then restart your browser to see and use the RefGrab-It tab Ben Watson/Anna Miller

7. Using RefGrab-It • RefGrab-It captures references for web pages • To use, click on RefGrab-It bookmarkletwhen viewing your page • On the screen which appears, select your reference then click on Import • You may then be prompted to log into RefWorks • Your new reference(s) should be in the Last Imported folder • It only captures html and variations • not PDF files • Improve functionality by switching off the Pop up blocker on your browser • Browser tools > Pop up blocker • RefGrab-It does not work well with Chrome or Safari • use FireFox Ben Watson/Anna Miller

8. Write-N-Cite • Write-N-Cite • inserts footnotes • compiles your bibliography in the correct format • Installing Write-N-Cite • first time only • automatically available for activation on campus PCs (student managed desktops) • you will need to load it separately on all your own devices and they will all need a version of Microsoft Word • instructions for activation on student managed desktops on next slide • for your own devices see relevant instructions at Resources > Reference management > RefWorks > Write-N-Cite • If you make changes to your RefWorks folders and records don’t forget to click on Sync my database in Write-N-Cite Ben Watson/Anna Miller

9. Activating Write-N-Cite • On a student managed desktop • Log into RefWorks • From the Tools menu (top bar) select Write-N-Cite • Copy the login code • Open Word and click on RefWorks tab • Click on login on the Refworks toolbar and paste in the login code • In future you just open a Word document and click on the RefWorks tab for the full menu • If the RefWorks tab is not installed, repeat above Ben Watson/Anna Miller

10. Your references • To view references in a selected style • Click on Customise (red tab at top right) to change the format (eg to Kent Harvard) • Deleted references go to the Deleted references folder for 30 days • Click on the View menu to see and restore them • Imported records will maintain links to the full text Ben Watson/Anna Miller

11. References – good practice • Check your references on import • Edit out any extra ; , • Check against the style guide to make sure they are in the correct format • Style guides available from http://www.kent.ac.uk/ai/ • When you import a new batch of references, always go into the Last imported folder immediately and move them to the correct folder Ben Watson/Anna Miller

12. Tips • Importing references from Google Scholar • On the GS main page click on Settings > Bibliographic manager > RefWorks • This will provide an Import to RefWorksoption for each reference • Compiling bibliographies • Use the Create bibliography tab to compile bibliographies from each of your folders Ben Watson/Anna Miller

13. Personal notes • The Personal notes field of a reference is searchable • Use well thought out keywords to maximise this facility • To search it follow Search > Advanced and select Personal notes in the Search field box • When you see your results, click on • You will see your search term(s) highlighted in the reference Ben Watson/Anna Miller