RefWorks

Getting started with RefWorks

chennesy@library.berkeley.edu (Cody Hennesy) — Thu, 08 Nov 2012 17:22:05 -0800

RefWorks can help you save, organize and share references. References can be merged into your Microsoft Word documents as in-text citations and reference lists formatted in any citation style you choose. Sign up for a free account (free for UCB faculty, staff and students).

General RefWorks tutorials

Creating a Standalone bibliography
Capturing web page data with RefWorks (refworks.com)

Citation managers

chennesy@library.berkeley.edu (Cody Hennesy) — Wed, 05 Dec 2012 15:25:37 -0800

Reference managers (also called citation managers or bibliographic management software) offer a way to save, organize and manage references. Many work with word processing software to format in-text citations and bibliographies for papers and theses, allow you to share references, and enable you to attach or link PDFs to a citation record.

Wikipedia comparison of reference management software

RefWorks

Free to UC Berkeley users
Web-based: use at any computer with internet access
Format bibliographies in Word
Import citations from RSS feeds
Use UC-eLinks to find the full text of articles from within RefWorks
Share lists of references or create a group account for co-editing

Zotero

Free (up to 300 MB web storage) browser extension
Sync Zotero to access your library from any computer with internet access
Format bibliographies in Word and OpenOffice
Capture citation data from PDFs and web pages
Share and collaboratively edit lists of references

Mendeley

Free (up to 1 GB web storage) software/web hybrid for PC, Mac, Linux
Format bibliographies in Word or Open Office
Sync PDFs to your web account for online access
Capture citation data from some PDFs
Search and annotate PDFs
Share and collaboratively edit lists of references

EndNote

Discounted to UC Berkeley users
Desktop-based software (plus EndNote Web)
Format bibliographies in Word or Open Office
Capture citation data from some PDFs
Annotate PDFs
Use UC-eLinks to find the full text of articles from within EndNote
Share lists of references with other EndNote users
See our EndNote Support page for tutorials and additional information

Melvyl to RefWorks

chennesy@library.berkeley.edu (Cody Hennesy) — Wed, 07 Nov 2012 10:29:41 -0800

Exporting Single Citations from Melvyl to Refworks
From the Melvyl search results:

Select the title of the item you want to export.
Click on the Cite/Export link.
Click on Export to RefWorks.
RefWorks will open in a new browser window or tab. If you are not logged in, you will be prompted to log in before continuing. Once you are logged in, your references will be imported automatically. (You may need to allow popups in your browser).

Exporting Multiple Citations from Melvyl to Refworks

Register for a free account with WorldCat. Use the Sign in link at the top of the page to create your account.
From the Melvyl search results page, check the boxes next to the citations you want to import, and use the dropdown above to save items to a new or existing lists.
View your list by going to My WorldCat and My Lists.
Open the list and click on the Citations View tab.
Select the citations you want to import.
From the Export selected references dropdown, choose to RefWorks.
RefWorks will open in a new browser window or tab. If you are not logged in, you will be prompted to log in before continuing. Once you are logged in, your references will be imported automatically. (You may need to allow popups in your browser).

Oskicat to Refworks

chennesy@library.berkeley.edu (Cody Hennesy) — Wed, 07 Nov 2012 10:32:44 -0800

Import citations from Oskicat to Refworks
From the Oskicat search results screen:

Check the boxes beside the items you wish to export.
Click Save Selected Records, or Save All to save all records on a page.
Click the View Saved button near the top of the page to see your list of saved records.
Click the Export Saved button.
Select EndNote/RefWorks.
In the Send List To column, select Screen. Use your browser's Edit menu to select and copy all text on the page. (Alternatively, you can select Local Disk and save the references as a text file.)

In RefWorks:

Log in and select References > Import.
Under Import Filter/Data Source, select University of California at Berkeley.
Under Database, select University of California Berkeley (OskiCat) (EndNote/RefWorks Format).
Select Import data from the following text, then paste your copied text into the box and click Import. (Alternatively, select Import data from the following Text File, click Browse to navigate to the location of the file on your computer, and click Import.)

Refworks: Google Scholar

chennesy@library.berkeley.edu (Cody Hennesy) — Tue, 13 Nov 2012 15:04:27 -0800

Only one reference at a time can only be imported from Google Scholar into RefWorks. If you would like to import a large number of search results, we recommend using an article database to search.

Step 1: Go to scholar.google.com. Select the Settings link at the top of the page.

Step 2: Scroll down to Bibliography Manager.

Click the radio button for Show links to import citations into...
Use the pull-down menu to select RefWorks.
Click Save Preferences.

Step 3: Now after you perform a search, there will be an Import into RefWorks link below each search result.

Step 4: When you click on this link, the RefWorks login page will open; once you have logged in, the citation will be automatically imported.

Refworks: PubMed

chennesy@library.berkeley.edu (Cody Hennesy) — Tue, 27 Nov 2012 14:58:16 -0800

In PubMed:

On the search results screen, use the checkboxes to select the citations you want to import to RefWorks, and then click on the Send to: menu.
In the Send to: menu, choose Citation manager and then click Create File.
Save the .nbib file of citations to your desktop.

In RefWorks:

In a new browser tab, open the RefWorks Login page and enter your user name and password, or sign up for an account if you are a new user.
From the menu, choose References > Import.
Under Import From Text File, select Import Filter/Data Source: NLM PubMed and Database: PubMed. Then Browse to the location of the citation file, select it, and click the Import button.
When the Import Completed dialogue box appears, click the View Last Imported Folder button to view your imported citations.

Video: Importing records from PubMed to RefWorks

Refworks: Toxline (NLM)

chennesy@library.berkeley.edu (Cody Hennesy) — Tue, 27 Nov 2012 14:59:25 -0800

In Toxline:

On the Search Results screen, select each record you'd like to import into RefWorks by clicking the checkbox beside the item.
On the left sidebar, click Save Checked Items.
Click Display Checked Items.
Click Download (left sidebar).
Change the Download format to Tagged and click Download.
You will be prompted to open or save the document (it will be a .txt file). Open the document.
Open the document using Notepad (Windows) or TextEdit (Mac). Press Ctrl+A to select all text, then Ctrl+C to copy.
Go to www.refworks.com and log in to your RefWorks account.
Select References > Import. Select From Text.
Paste your copied text from your text file (Ctrl+V). Change the Import Filter/Data Source to TOXNET. Change the Database to TOXLINE.
Click Import.

Video: Import NLM TOXLINE Citations into RefWorks

Refworks: ProQuest databases

chennesy@library.berkeley.edu (Cody Hennesy) — Fri, 30 Nov 2012 14:25:24 -0800

ProQuest databases include MLA, Historical Newspapers, EconLit, PsycInfo, and many more. You can create a My Research account in ProQuest and synchronize it with your RefWorks account.

In ProQuest:

On the Search Results screen, select each reference you'd like to import into RefWorks by clicking the checkbox beside the item.
Click Export/Save.
Choose RefWorks from the pull-down menu.
Click Continue.
Refworks will automatically open in a new browser tab. Log in to RefWorks.

In RefWorks:

Your references should be imported automatically. Choose View Last Imported Folder to verify that your references were imported correctly.

You can also watch a brief YouTube video for a demonstration:

Importing References from ProQuest Databases to RefWorks

Refworks: JSTOR

chennesy@library.berkeley.edu (Cody Hennesy) — Fri, 30 Nov 2012 14:29:22 -0800

In JSTOR:

On the Search Results screen, select each reference you'd like to import into RefWorks by clicking the checkbox beside the item.
Click Export.
Under Select a Format, choose RefWorks.
RefWorks will open in a new window or tab. You may need to allow pop-ups for jstor.org and click the RefWorks link again.
Log in to RefWorks.

In RefWorks:

Your references should be imported automatically. Choose View Last Imported Folder to verify that your references were imported correctly.

Refworks: Web of Science

chennesy@library.berkeley.edu (Cody Hennesy) — Fri, 30 Nov 2012 14:33:19 -0800

BIOSIS is shown in the example below, but these instructions apply to any of the ISI Web of Knowledge databases (listed at the bottom of this section).

Importing single citations

On the Search Results screen, select the citations you want to import into RefWorks by selecting the checkboxes to the left of the appropriate citations.
Select the RefWorks button above the search results list.
The RefWorks Login page should open in a new browser window or tab. If not, manually open a new browser window or tab, go to Refworks and select User Login.
Log in to your RefWorks account with your username and password. (If you are a new user, you may create an account from a link on this page.)
Once you have logged in, you should see the RefWorks Import page. Click View last imported folder to see your imported citations.

If you are performing multiple searches in a database you may want use the Marked List feature. This will allow you to efficiently export citations from multiple searches at one time.

On the Search Results screen, select the citations you want to import into RefWorks by selecting the checkboxes to the left of the appropriate citations.
Then choose the Marked List icon . A check mark will appear next to the citations you've chosen, and the number of records you've marked will appear as a link next to the icon.
Once you've finished building your citation list, select the Marked List link (in parentheses next to the icon). You will be taken to the Output Options screen:
On the Output Options page, leave the bold fields checked. Make sure the ISSN box is checked; this enables UC-eLinks to work from within your RefWorks account. Check the Abstract field if you want to include article abstracts in your RefWorks database.
Under Step 3 select the Refworks button:
The RefWorks Login page should automatically open in a new browser window or tab. If not, manually open a new browser window or tab and go to Refworks and login.
From the Refworks Import page click View last imported folder to see your imported citations.

Web of Knowledge databases for which the above works:

Arts & Humanities Citation Index
BIOSIS
CAB Abstracts
Inspec
Science Citation Index
Social Sciences Citation Index
Web of Science
Zoological Record

Video: Importing Records from ISI Web of Knowledge Databases to RefWorks (3 min)

RefWorks: LexisNexis

chennesy@library.berkeley.edu (Cody Hennesy) — Fri, 30 Nov 2012 16:21:55 -0800

In Lexis/Nexis:

From the Search Results screen, select each reference you'd like to import into RefWorks by clicking the checkbox beside the item.
Find and click the Export icon () near the top right corner of the screen (near the Save and Print icons).
Under Export Type, choose Export using RefWorks (this should be the defalt option).

In RefWorks: The references will be imported automatically once you log in. You may need to edit the imported references to place information in the proper fields.

RefWorks: Academic Search Complete and other EBSCO databases

chennesy@library.berkeley.edu (Cody Hennesy) — Wed, 05 Dec 2012 16:21:41 -0800

EBSCO databases include Academic Search Complete, America: History and Life, Business Source Complete, ERIC, Historical Abstracts, and many more.

In an EBSCO database:

From the Search Results screen, select each reference you'd like to import into RefWorks by clicking Add to Folder.

Click Go to Folder View on the right sidebar.
Click the Select/deselect all checkbox. Click Export (right sidebar).
On the next screen, choose Direct Export to RefWorks. Click the Save button.
RefWorks will open automatically in a new window or tab. Log in to RefWorks.

In RefWorks:

Your references should be imported automatically. Choose View Last Imported Folder to verify that your references were imported correctly.

Refworks: Databases

chennesy@library.berkeley.edu (Cody Hennesy) — Wed, 05 Dec 2012 16:22:29 -0800

RefWorks: Ebrary

chennesy@library.berkeley.edu (Cody Hennesy) — Wed, 05 Dec 2012 16:14:05 -0800

Ebrary is a collection of more than 77,000 complete e-books, covering 16 key subject areas including business and economics, computers and IT, literature and linguistics, history, political science, and more.

Importing single references from ebrary

In ebrary: From the search results screen in ebrary, click on the RefWorks button . Or, from QuickView or the ebrary Reader: Select InfoTools, then select RefWorks.

In RefWorks: RefWorks will open in a new browser window or tab. If you are not logged in, you will be prompted to log in before continuing. Once you are logged in, your reference will be imported automatically.

Importing multiple references from ebrary

In ebrary:

Sign in to ebrary.
Add the references you want to export to your ebrary bookshelf.
You can do this from Quick View (click ) or from the ebrary Reader (select InfoTools, then select Add to My Bookshelf).
Select the Bookshelf tab. Create a folder for the references you have saved to your bookshelf, or put them in an existing folder. You must put your references in a folder in order to export them to RefWorks.
Click on the folder name to view its contents. Select Export entire document to RefWorks.

In RefWorks: RefWorks will open in a new browser window or tab. If you are not logged in, you will be prompted to log in before continuing. Once you are logged in, your references will be imported automatically.

Configuring ebrary to show RefWorks buttons

You may need to configure ebrary to show RefWorks buttons. When you use ebrary on a different computer, or with another browser on the same computer, you will need to repeat this process.

Click My Settings, located beside the Sign In link in the top right corner of the main ebrary screen. (Note: You do not need to be signed in to change My Settings.)
Scroll down to Managing Bibliographic Information and click the Show RefWorks buttons check box.

Refworks: Other sources

chennesy@library.berkeley.edu (Cody Hennesy) — Wed, 05 Dec 2012 16:16:26 -0800

Jump down to directions for: Ebrary | Oxford Bibliographies

Refworks: Oxford Bibliographies

chennesy@library.berkeley.edu (Cody Hennesy) — Wed, 05 Dec 2012 16:19:11 -0800

NOTE: If you have Zotero installed, but don't want to use it, you need to go into preferences and turn off "Use Zotero to download RIS/Refer Files."

Conduct your search and select Save Citation to add article to My OBO list (must create an account first). NOTE: You have to save them one by one, can't batch them.
From My OBO, mark the article(s) you want to export and select Export Citations.
A new screen will open. Select Reference Manager (not RefWorks!).
Save file as (.ris) file
Close, don't open yet!
Log in to RefWorks. Select References/Import from the toolbar.
Select RIS Format as the data source (you may have to SCROLL DOWN the list to find it!) Select Reference Manager as the database and Browse to find the file you saved to your computer. Click Import.
Your records should appear in the Last Imported Folder.

Thanks to the University of Waterloo Library for these instructions!