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LIB170_1: Using RefWorks: Basic. LINGNAN UNIVERSITY LIBRARY FEB 2014 THE POWERPOINT CAN BE DOWNLOADED AT: HTTP://LIBGUIDES.LN.EDU.HK/IL_HANDOUTS. By the end of this workshop, you will be able to:. create a RefWorks account

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lib170 1 using refworks basic

LIB170_1: Using RefWorks: Basic


FEB 2014



by the end of this workshop you will be able to
By the end of this workshop, you will be able to:
  • create a RefWorks account
  • import references into your RefWorks account by direct import feature
  • organize your citations in folders
  • search references
  • create bibliography in different citation formats such as APA, MLA, etc.
academic writings and citation styles
Academic Writings and Citation Styles
  • In academic writing, whenever we use someone else’s works, ideas, theory, quotes, methods, data, etc. we must cite the original source
  • Citation styles are the rules that govern on how we format these citations
  • There are many different citation styles set up by different academic bodies or publishers. The most commonly used ones include the APA style, MLA style and the Chicago style
examples of different citation styles
Examples of Different Citation Styles
  • APA Style Sample
    • Chen, L. H. (2007). Choosing Canadian graduate schools from afar: East Asian students’ perspectives. Higher Education, 54(5), 759-780.
  • MLA Style Sample
    • Chen, Liang Hsuan. "Choosing Canadian Graduate Schools from Afar: East Asian Students’ Perspectives." Higher Education 54.5 (2007): 759-780.
what is refworks
What is RefWorks?

In short, RefWorks is a web-based bibliographic management software that helps you organize your citations and prepare your reference/bibliography lists:

  • Create a personal database online
  • Import citations automatically from Library catalogues, online databases or web pages you find on the Internet
  • Organize and manage references
  • Generate in-text citations, bibliography/reference lists in the citation style of your choice, including APA, MLA, Harvard, Chicago style and more
  • Use it anytime, anywhere, any devices where there is internet access.
first time user create your refworks account
First Time User: Create Your RefWorks Account
  • Library Home Page  Databases RefWorks Icon (
  • Click Signup for an Individual Account on the Left Panel
  • Fill in required information – Must use Lingnan Email Address
create an account
Create an Account

On-site register for a RefWorks account

adding references to refworks by direct import
Adding References to RefWorks by Direct Import
  • Direct Export from :
    • Library Catalogue
    • 1-Search
    • Online Databases. E.g. LexisNexis Academic, EBSCOhost, ProQuest, and more …
last imported folder
Last Imported Folder
  • The imported data will be first placed in the last imported folder
  • This folder only contains the latest imported records
  • All previously imported records are stored in the databases but not associated with any folders
direct export 1 search
Direct Export – 1-Search
  • Perform a search in 1-Search
  • At the Search Results, select which citations to export by clicking the save this item icon
  • After you have chosen all the items you want to export, click the Saved Items (x) link at the button of screen
  • A new box will open, click RefWorks
  • If you have already logged into RefWorks , the selected 1-Search records will be imported to RefWorks immediately; if you haven’t logged in, you will be asked to login first
  • Then click View Last Imported Folder and select Global Edit
  • If you are using online full text, then change the “Source Type” to electronic (follow the last steps in the LexisNexis session above); if you need to get the full text from print copy, there is no need to change the “Source Type”
hands on exercise
Hands-on Exercise
  • Perform a search on Hong Kong and political reform in 1-Search
  • Form the search results, select 3 – 4 records
  • Import the records to your RefWorks account
databases with direct export function
Databases withDirect Export Function
  • EBSCOhost
  • ProQuest
  • LexisNexis Academic
  • Emerald
  • Google Scholar
  • ScienceDirect
  • And more …
direct export lexisnexis 1
Direct Export -- LexisNexis (1)

At the result list or article display screen in LexisNexis Academic, look for the icon for Direct Export to RefWorks

direct export lexisnexis 2
Direct Export -- LexisNexis (2)

Click OK to confirm adding data to Electronic Source Related Fields in reference(s).

  • If you have already logged in to RefWorks, the results from LexisNexis Academic will be immediately transferred to RefWorks, otherwise, you will be asked to log in.
  • After import is completed, click the Edit Imported References.
  • Enter LexisNexis Academic as Database, type Links field; then click Save Changes.
direct export lexisnexis 3 global edit
Direct Export -- LexisNexis (3) (Global Edit)

Global Edit

Now click View Last Imported Folder and select Global Edit icon.

direct export lexisnexis 4 glo b a l edit
Direct Export -- LexisNexis (4) (Global Edit)
  • Select Source Type under Field to Add Data. Then choose All in List , set Source Typeas Electronic and click Add Data.

Direct Export -- LexisNexis (5) (Global Edit)

Click OK to confirm adding data to Source Type in reference(s)

Type "EDIT ALL" in the box and then click Edit References to confirm that you wish to edit all references.

A “Completed” message box will be displayed on the bottom right hand corner of the screen. Finally, you can click the “X” icon to close the Global Edit.

hands on exercise1
Hands-on Exercise
  • From LexisNexis Academic
  • Do a search on China and education reform
  • Select 3 – 4 records
  • Import the records to your RefWorks account
search references
Search References
  • As the number of references in your RefWorks account grows, you need know the ways to find specific references.
    • Quick Search Box
    • Advance Search
    • Lookup by Author /Descriptor /Periodical
organize references in folders
Organize References in Folders
  • Folders provide a good way of organizing

your citations by project, topic, etc.

  • Citations can be placed in one or more folders
create a folder 2
Create a Folder (2)

You can create a number of different folders to organize your references

create a folder 3
Create a Folder (3)

A folder name will be shown to notate which folder each reference is located in.

hand on exercise
Hand-on Exercise
  • Create a folder titled “Education in China”
  • Under Education in China folder, create a sub folder titled “Education Reform”
  • Add some references to the Education Reform
  • Rename the Education Reform to China Education Reform
in class quiz
In-class Quiz

Click here or type the following link to access the Quiz (LIB170_1)

create a bibliography 1
Create a Bibliography (1)
  • Click the Create Bibliography icon
  • Select desired style from the Output Style drop-down menu
  • Under the Format a Bibliography from a List of References, select desired format from the File Type drop-down menu
  • Click the radio button of Specify Folder (optional) and select the desired folder from the drop-down menu
  • Click Create Bibliography
create a bibliography 2
Create a Bibliography (2)


Click the Create Bibliography icon

create a bibliography 3
Create a Bibliography (3)


Choose Output Style

create a bibliography 5
Create a Bibliography (5)


Select Folder and Create Bibliography

Select folder name in “References to include”. Then, click the Create Bibliography button.

create a bibliography 6
Create a Bibliography (6)


Open the Bibliography in webpage

Click OK button to open the bibliography in webpage.

create a bibliography 7
Create a Bibliography (7)


View Bibliography

NOTE: If the bibliography does not pop up in a new window, read the instructions. Look for the message box displayed on the bottom right hand corner and click the link called click here.

hand on exercise1
Hand-on Exercise
  • Create a bibliography for all references using the APA 6th
  • Create a bibliography for references in one of your folders using the MLA 6th
helps and tutorials
Helps and Tutorials
  • User guide:
  • Training videos on YouTube:
    • Learn to Use RefWorks in 20 Minutes:
    • RefWorks Fundamentals:
  • Information Desk:
    • 2616-8571
we would like to have your feedback on this workshop
We would like to have your feedback on this workshop ~
  • Click here to access the online evaluation form of this Library Workshop, OR, type the following link :

(Click “ILP Library Workshops” under

“Evaluation Forms”)


Q & A