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RefRefWorksWorks

Your personal reference database @Internet

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RefRefWorksWorks Web-based Bibliographic Management Tool Create your own reference databases Import references from library catalogues &

databases Manage & organize your references in folders Adding your own keywords & comments Create in-text citations & reference list in

preferred style Accessible by any computers connected to

Internet

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What we will learn todayWhat we will learn today• Create an account• Import references

– Manual input– From databases– Use RefGrab-It to import webpage references

• Organize references into folders• Search references • Create bibliography• Use Write-N-Cite to create citations• Read only access• Share references• RefMobile

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Create your Create your RefRefWorksWorks accountaccount

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Create/Access your RefWorks account

• Click the RefWorks link at library web site

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RefRefWorksWorks Login Login

Useful Help for RefWorks

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Remote Access1. Go to http://www.refworks.com2. Use the Group Code to login (HKIEd members only)3. Login personal account for HKIEd users

Enter Group Code

Get the Group Code

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1.RefWorks User Login for HKIEd2.Choose Language3.Sign up / Login

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Sign up a new RefWorks account

Fill in the information to register

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The menu bar allows you to access all functionalities of RefWorks. Simply move your mouse pointer over the entries and further options will drop down.

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Input Record Manually

• Add references to RefWorks manually

1. References > Add New Reference2. View fields used by > e.g. APA3. Select Ref Type > e.g. Book, Whole4. Enter data in fields with if there is

any5. Save Reference

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2 Select Bibliography Style

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Fields used by APA Style

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3 Select Reference Type

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Enter data 4

5 6 View recordSave record

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Author Format• Enter last name, followed by a comma, first

name (or first initial followed by a period), and middle initial followed by a period.

• Each author name must be separated by a semi-colon.

• Example:

Smith,J. R.; Jones,Robert K.; Adams,Mary

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7 Edit the record if required

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ExerciseExercise• Input data for a book and save the record Shambaugh, D. (Ed.). (2000). The modern Chinese state.

New York: Cambridge University Press.

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AttachmentsAttachments You can attach files associated with the

bibliographic information stored in RefWorks

BMP, TIFF, JPEG, PNG, GIF PDF Excel Powerpoint Equation Chemical structure Technical drawing, etc.

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Browse for file to attach

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Indicate record with attachments

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1. You can add your own comments in 15 user-defined fields.

2. To change the field labels,Tools > Customize > User Field Options

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Import References from Import References from DatabasesDatabases

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Steps for import references from

different databases

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Import references from HKIEd Library Catalogue

1. At the Library Catalogue• Record found

• Click [Save Records] / [Saved Marked Records]

• Click [View Saved]

• Select Full Display format

• Save file to Local Disk

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1. Format of List: Full Display2. Save to Local Disk

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2. At RefWorks:

• References > Import

• Import Filter > Hong Kong Institute of Education

• Database > Hong Kong Institute of Education Library Catalogue

• Browse for the saved file

• Encoding > UTF-8 (for Chinese records)

• Click [Import]

Import references from HKIEd Library Catalogue

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You can also import records from HKALL by the same method

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Or you can export the record to RefWorks one-by-one

Export record to RefWorks directly

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ExerciseExercise

Go to HKIEd Library Catalogue

Search for Author = “Hutton,

Christopher”

Save and export all found records

Import the records to your RefWorks

account

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Last Imported FolderLast Imported FolderThe result imported will be placed in

the last imported folder.

If you repeat importing records, this folder will only contain the results of the very last import.

All previously imported records are stored in the database, but not associated with a folder.

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Databases support direct export of records to RefWorks:

• CSA (Illuminia)CSA (Illuminia) • OVIDOVID • OCLC FirstSearchOCLC FirstSearch• Proquest Proquest • EBSCOhostEBSCOhost• WilsonWebWilsonWeb• Thompson Gale via Thompson Gale via

OpenURL LinkOpenURL Link

• ABC-ClioABC-Clio• BioMedCentralBioMedCentral• Project MuseProject Muse• NISCNISC• Congressional Congressional

QuarterlyQuarterly• Elsevier Scopus Elsevier Scopus • Google ScholarGoogle Scholar• And More………And More………

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Example: ERIC (EBSCOhost)Example: ERIC (EBSCOhost)

Export records

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You’ll be asked to login RefWorks if not login yet

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View import record1

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Many databases support direct exporting references to Many databases support direct exporting references to RefRefWorksWorks, e.g. ProQuest, e.g. ProQuest

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Many databases support direct exporting references to Many databases support direct exporting references to RefRefWorksWorks, e.g. CSA, e.g. CSA

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ExerciseExercise• Go to ERIC (EBSCOhost) Databases

– Library homepage > E-Resources> By Alphabet: E > ERIC (via EBSCOhost)

• Search Title = inclusive education• Mark 5 records found & export to

RefWorks

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RefGrab-ItRefGrab-It

• Works with your browser to capture Works with your browser to capture bibliographic information from web bibliographic information from web pages.pages.

• If an ISBN number, PubMed ID or DOI If an ISBN number, PubMed ID or DOI exist on the web page, RefGrab-It will exist on the web page, RefGrab-It will automatically search for automatically search for supplemental information in the websupplemental information in the web

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Right click RefGrab-it link 3 Add to Favorities

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Additional information may be found if the webpage contains other information e.g. DOI, ISBN, RSS, etc.

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Select items to be exported5

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Manage your ReferencesManage your References

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Organize References with FoldersOrganize References with Folders

Folders > Create New FolderEnter Folder NameSelect record(s) Put in Folder… > Select FolderEach record can be put in as many

folders as you like

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Enter the Folder Name2

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Your created folders are in red3

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FoldersFolders

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Check the records

5 Select Folder 6

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ExerciseExercise• Create 2 Folders (e.g. Project A,

Project B)• Organize your references into these

folders

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Searching referencesSearching references

• You can search for references in your database

• Refworks provides multiple searching options

1. Quick Search Box (top right of screen)

2. Advanced Search3. Lookup by Author / Descriptor /

Periodical

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2 Quick SearchAdvanced Search

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This is a complete listing of all authors in the database. The number in brackets shows the number of references for each author.

Lookup by Author

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Checking duplicated referencesChecking duplicated references

• References may be duplicated through searching & importing from different databases.

• RefWorks can help to check for duplicated records

• Tools > View Duplicated > Exact Match• All deleted records are stored in a folder

“Deleted References”• You can restore the deleted records if

required

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Check for duplicate references

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Creating a BibliographyCreating a Bibliography

• Create bibliography from your references • Bibliography created in preferred style

e.g. APA• References arranged and sorted

automatically• Output bibliography in HTML or Word

format• Create bibliography from all references or

selected folder

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Click Bibliography

Select Output Style

Select Output Format (HTML/Word)

Select Folder / All

Click to Create

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References sorted and formatted in APA Style

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HKIEd Chinese citation style (for reference only)

Refer to Citation System in Student Handbook for details

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Use the Language option to change the sorting order

e.g. Chinese (PRC) for Pinyin 拼音

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ExerciseExercise

• Create a bibliography for all references using the APA 6th

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Using Write-N-Cite with Using Write-N-Cite with Microsoft WordMicrosoft Word

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Using Write-N-Cite to create In-text Using Write-N-Cite to create In-text Citations and Reference ListCitations and Reference List

• Install Write-N-Cite III, which is available from Install Write-N-Cite III, which is available from Refworks web-siteRefworks web-site

• You will need to have MS Word installedYou will need to have MS Word installed• You may use a different word processor, but You may use a different word processor, but

you will need to cite manually.you will need to cite manually.• The only requirement is that your word The only requirement is that your word

processor supports Text, ODT or RTF formats.processor supports Text, ODT or RTF formats.

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1 Select Write-N-Cite

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2 Download & install Write-N-Cite

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Word 2003:Write-N-Cite added at Tools Menu

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Word 2007:Write-N-Cite at Add-In Tag

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1 Click to open Write-N-Cite

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Check Always on top

3Login with your RefWorks account

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If you are working outside HKIEd

network, enter the Group Code

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1 Search for record

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2 Click the Cite link

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3 Reference code imported in document

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4 Save document

5 Click Bibliography

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6 Select Output Style

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7 Click button

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8 In-text citation formatted

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9 Reference list created at the end of document

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Manually adding citations with Manually adding citations with RefWorksRefWorks

No installation of plug-in requiredNo installation of plug-in required Use One Line/Cite viewUse One Line/Cite view Copy and paste the citation in Copy and paste the citation in

documentdocument Format paper using Bibliography Format paper using Bibliography

functionfunction

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Right click to copy 3

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3 Paste the citation in document

4 Save document

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Select Output Style6

7 Check Format Paper option Browse for saved document8

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10 Saved with a new document name

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Citations and reference list created in preferred style11

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Share ReferencesShare References

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Share your folders with other users Allow exporting shared references into own

RefWorks database

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You can share particular folder or whole database to others

Use the URL to share the folder to others

Check your Share options

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Shared references can only be viewed and exported but no editing is allowed

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Read-only AccessRead-only Access

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2 Enter a read-only password

The read-only password allows the user to view your entire RefWorks account, but no changes is allowed

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Read-only Login

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RefMobileRefMobile

Version of RefWorks for mobile and smart phones, iphone, PDAs and any other internet accessable mobile devices

View, search, add/remove references, manage folders and add notes

Go to www.refworks.com/mobile with your mobile device

Login with Group Code, Login Name & Password

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RefMobileRefMobilewww.refworks.com/mobile

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Need Help?Need Help?• Check it out at the Library RefWorks

webpage• Consult Information Counter at the Library

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Thank YouThank You

Ask your Librarian @

Information Counter Tel: 2948 6653 Email: libinfo@ied.edu.hk