RefWorks

1. RefWorks Fundamentals
2. RefWorks Advanced Features
3. RefWorks in 15 Minutes
4. RefShare
5. Four Ways to Create Bibliographies in RefWorks
6. The Six ways to Import Information into RefWorks
7. RefAware
8. RefGrab-It
9. RefMobile

1. RefWorks Fundamentals
   This 60-minute session covers all the basics - creating a RefWorks account, importing data, organizing your database and generating a bibliography. This session is great for new users or even existing users who would like a refresher.

   Thursday, October 1, 2009
   10:00 am Eastern Daylight Time (New York, GMT-04:00)
   3:00 pm GMT Summer Time (London, GMT+01:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=711259731

   Thursday, October 22, 2009
   2:00 pm Eastern Daylight Time (New York, GMT-04:00)
   7:00 pm GMT Summer Time (London, GMT+01:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=714930694

2. RefWorks Advanced Features
   This 60-minute session covers topics such as advanced searching, editing multiple references, viewing, printing and sorting references and more. Attendees should have a working knowledge of RefWorks' basic features.

   Tuesday, October 6, 2009
   2:00 pm Eastern Daylight Time (New York, GMT-04:00)
   7:00 pm GMT Summer Time (London, GMT+01:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=713211670

   Tuesday, October 27, 2009
   10:00 am Eastern Daylight Time (New York, GMT-04:00)
   2:00 pm GMT Time (London, GMT)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=714339883

3. RefWorks in 15 Minutes
   While the ideal way to teach users the basic features of RefWorks is to conduct a full training session, we realize that in some situations you may have only a few minutes to demonstrate the power of RefWorks. During this 30-minute session, you'll rapidly learn: how to create an account; direct export citations from two databases; create a folder; create a bibliography from a list of citations; and create a bibliography using Write N' Cite.

   Tuesday, October 6, 2009
   10:00 am Eastern Daylight Time (New York, GMT-04:00)
   7:00 am Pacific Daylight Time (San Francisco, GMT-07:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=719330296

   Wednesday, October 28, 2009
   2:00 pm Eastern Daylight Time (New York, GMT-04:00)
   11:00 am Pacific Daylight Time (San Francisco, GMT-07:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=714615915

4. RefShare
   This 60-minute session covers how to share your database or a folder of references, how to turn your shared folder or database into an RSS feed, how to view, search, print and export references from a shared folder or database and how to access and view a shared folder or database from a central web page. Attendees should have a basic knowledge of RefWorks functionality.

   Wednesday, October 7, 2009
   2:00 pm Eastern Daylight Time (New York, GMT-04:00)
   7:00 pm GMT Summer Time (London, GMT+01:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=717070705

   Thursday, October 29, 2009
   10:00 am Eastern Daylight Time (New York, GMT-04:00)
   2:00 pm GMT Time (London, GMT)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=714858473

5. Four Ways to Create Bibliographies in RefWorks
   In this session you'll learn the four ways to create bibliographies in RefWorks:
   • Write-N-Cite utility (for use with Microsoft Word only): We will discuss what's new in Write-N-Cite, how to install it, and how to use it to insert citations and create bibliographies in your documents - including while working offline.
   • One Line/Cite View: This method does not require downloading a plug-in, as does Write-N-Cite. This method can be used to create bibliographies with in-text citations in just about any word processing program.
   • Manual: This also does not require downloading a plug-in, and it too works with just about any word processing program. You can also insert in-text citations in a manuscript offline with this method.
   • Format a Bibliography from a List of References: Any folder or list of citations can be quickly formatted into any of the 1,300-plus bibliographic styles in RefWorks.
   Attendees should have a basic knowledge of RefWorks functionality.

   Tuesday, October 13, 2009
   2:00 pm Eastern Daylight Time (New York, GMT-04:00)
   1:00 pm Central Daylight Time (Chicago, GMT-05:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=715783284

6. The Six ways to Import Information into RefWorks All six possible ways to put information into RefWorks will be covered in this 60-minute session:
   • Direct Export
   • Importing as a .txt file
   • Manually
   • Online database (z39.50)
   • RefGrab-It
   • RSS feeds
   Wednesday, October 14, 2009
   10:00 am Eastern Daylight Time (New York, GMT-04:00)
   9:00 am Central Daylight Time (Chicago, GMT-05:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=715604068
7. RefAware
   RefAware is a web-based current awareness service designed to provide researchers with immediate access to new research and publications in their field. During this 50-minute Webinar, we'll cover the basic features of RefAware.

   Thursday, October 15, 2009
   2:00 pm Eastern Daylight Time (New York, GMT-04:00)
   7:00 pm GMT Summer Time (London, GMT+01:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=711975265

8. RefGrab-It
   In this 20-minute Webinar, learn how RefGrab-It works with your browser to capture bibliographic information from web pages giving you the option to import that data into your RefWorks account. This webinar will show you how to use RefGrab-It Version 2. Learn how to install and use each of the three different options and: and to associate your RefWorks account with RefGrab-It; choose the mode that you want RefGrab-It to operate (embedded, or browser pop-up window or tab); and to export RIS formatted documents to RefWorks (available with the plug-in version only).

   Tuesday, October 20, 2009
   2:00 pm Eastern Daylight Time (New York, GMT-04:00)
   11:00 am Pacific Daylight Time (San Francisco, GMT-07:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=715203379

9. RefMobile
   In this short, 15-minute Webinar, learn how to use RefMobile to access most commonly used RefWorks functions, including:
   • Searching a RefWorks database
   • Viewing references by folders
   • Adding and removing references from folders
   • Creating new folders
   • Adding comments to Notes fields.
   • Import new references using the SmartAdd feature.
   Wednesday, October 21, 2009
   10:00 am Eastern Daylight Time (New York, GMT-04:00)
   7:00 am Pacific Daylight Time (San Francisco, GMT-07:00)
   Enroll Now! https://refworks.webex.com/refworks/onstage/g.php?t=a&d=714366545

To solve this problem, you should choose the style "APA 6th ed. - No Title Casing Applied, American Psychological Association" which is down in the extended list of styles. With this format, the title will appear in the citation with the letter cases exactly as they appears in the RefWorks account. So, the patron should make sure that the title appears in the RefWorks record as he or she wants it to appear in the bibliography.

• You can add a new style to your output style favorites list by clicking on Tools in the navigation bar at the top of the screen and selecting Output Style Manager from the drop-down menu. Choose an APA, 6th edition, style from the Output Style box and click on Add to Favorites button just below the box.

RefWorks is still working on a few details in the APA output style as described in their message below, dated July, 2009. Note that existing styles are automatically updated when changes are made:

“APA 6th style is not a major change from APA 5th output style. The new version does not use the database name with the exception of ERIC documents (reports). We have removed the database field from all reference types with the exception of reports.

The new edition of APA has changed the manner in which authors are to be listed in the text and in the reference list. The new reference list guidelines state that when there are seven or more authors there should only be seven authors presented. When there are more than seven authors the first six are to be listed, ellipses added after the sixth, and the last author added at the end. In order for RefWorks to adhere to these changes, we will need to make modifications to our current Output Style Editor which will require program development. In the short-term, our new APA style will list all authors and will require the user to manually remove the extra authors and add the ellipses.

The new guidelines allow for the inclusion of up to five authors in the first instance of an in-text citation and the use of the first author with ‘et al.’ in all subsequent citations of the same reference. This too, will require APA specific development in RefWorks.”

• Conduct your search and select records to download
• Click Selection, then e-mail records to yourself
• Save emailed records as text file (.txt)
• Access your RefWorks account and click References, then select Import
• Access Import Filter/Data Source and select the appropriate data source
• Click on the Database drop-down menu and select the source database
• Click on the Import References Into menu and designate the specific folder where you want to file the imported references. If you do not choose a folder, the references will automatically go into the default Last Imported Folder
• Enter your results text file name into Import Data from the following Text File by browsing and selecting or manually typing in your text file name
• Click on Import at the bottom of the screen. When the import is complete, select View Last Imported Folder to review and modify the imported references.

Although RefWorks will provide unlimited storage space at the organization level, please note that it has set some limitations at the user account level. They are as follows:

• Automatic activation for all existing accounts.
• Default storage space setting is 100MB, per account.
• Additional space can be allocated on an account-by-account basis up to a maximum of 200MB per account. Must be done by local administrator(s) within the Administrator Tool. Please contact your Liaison Librarian to request an upgrade to 200MB
• No limitation on the number of attachments allowed per account or per record.
• A maximum of 5MB limit per attachment is set.

To export citations from ITER to RefWorks:

• Conduct your search in ITER and mark selected records for export to RefWorks
  • Click on Kept on the purple navigation bar at the top of the screen
  • Click on View on the purple navigation bar at the bottom
  • Select the text and copy using CTRL-C
• In RefWorks, click on References tab, and select Import from the drop-down menu.
  • In the Import screen:
    • Select SIRSI Library Software as the Import Filter
    • Select ITER / Gateway to the Middle Ages as the Database
    • Paste the copied citation text from your clipboard into the Import Data from the following Text box.
    • Click on Import to import the citations into RefWorks.
  • Review the imported citations in your Last Imported Folder. Edit the imported journal article and series citations since journal and series titles drop incorrectly into the Title, Secondary field and page numbers may be in the Notes field.

• MS Vista and Word 2007 compatability
• Also compatible with XP and Word 2003
• Single document formatting
• Faster formatting for large documents
• Current WNC for Windows users can use WNC III on old documents, however, the documents must be converted to a WNC III format which can be done within the WNC III beta version.

Testimonial: "This is very cool. I would suggest to others to try something similar to what I did. I created a document and tossed in some citations. I then formatted it in a citation style that uses superscript numbers (JAMA). I then saved the document and closed everything. When I reopened the document I added a couple new citations and told it I wanted APA. It successfully changed the previous superscript items into APA format. I am impressed. it also correctly changed the bibliography, adding or taking out information as needed." Tim Ireland Liaison Librarian, Psychology, Sociology & Anthropology University of Waterloo

• Tabbed search results, including a beta test of Applicaton Notes, practical content for working engineers
• Citation (Known Item) search
• RefWorks/BibTeX citation download added
• Improved author search

Converting Microsoft Access, Excel and Word Files for Import into RefWorks
https://www.refworks.com/userlog/support/Converting%20Access%20Excel%20Word.pdf

Note that the process does work...if you are willing to invest the time ...if you forget any of the tags (for example reference type) it does strange things. Another option for importing citations from a bibliography in WORD is to actually re-create your search within RefWorks compatible bibliographic databases, and import the citations with added value, like ABSTRACTS, into RefWorks.

The next version of Write-N-Cite will be compatible with Windows Vista and the Office 2007 *.docx file format. The next version will be released some time this fall.

You may still use RefWorks when writing papers in a Vista environment, by following workarounds discussed in the following sites:

• http://blogs.warwick.ac.uk/refworks/tag/vista/
• http://blog.lib.umn.edu/staff/biomedref/archives/002067.html
• http://lis.tees.ac.uk/refworks/write-n-cite.cfm

Scholars Portal hosts a useful RefWorks Documentation site giving more information on filters, instructions, training sessons, etc.

• We will post a message on this blog, when access is re-established.
• After the migration, various URLs will be changed:
  • The Library "mask" URL for RefWorks will remain unchanged as: https://library.usask.ca/resource/REFWORKS. This is the URL used in the links to RefWorks in the catalogue and databases list and is recommended as the default "Favorites" link. This URL passes you through appropriate access authentication.
  • The underlying base URL for RefWorks will change from http://refworks.com to http://refworks.scholarsportal.info. You may need to know this on occasion.
  • You will have to re-load both Write-N-Cite and RefGrabit:
    • Click here to download Write-N-Cite
    • Click here to download RefGrabIt
  • There will be a change to the RefShare file locations, including the base server URL change. We will post the changed base URL in a message on this blog.
• While it is important for you to regularly back-up (backup functionality is included in RefWorks) files of your accounts, you may wish to make a special back-up prior to this migration. CAUTION: Do not use your backups unless there is a system failure (highly unlikely) or other unusual circumstance since the act of recovery will overwrite any work done between the backup and the recovery.

There are several important benefits from the migration:

• Content Privacy -- By migrating to a Canadian site, your content will not be subject to the USA Patriot Act and the scrutiny of US authorities.
• Large Digital Archive Expertise is Developed Nationally -- Scholars Portal is developing important expertise and infrastructure for the maintenance of large digital archives in Canada.
• High Security for Your Content --To ensure that your content is secure, Scholars Portal has implemented a fully redundant server cluster. The way the cluster is setup, if anything goes wrong with the first server, the second server will automatically take over and users (even users who are in the middle of a session) will not notice anything. The result is a very secure system. and fewer if any interruptions resulting from server problems or system maintenance and upgrades.
• Made-in-Canada Training Opportunities -- OCUL has a very active training program, offering online WebEx sessions throughout the year that anyone can register for and attend.
• A Canada Based Discussion List -- You can join the ocul-refworks Canadian Refworks Support List. This list is of special interest to power users, but anyone can join.
• RefWorks is Still RefWorks -- Scholars Portal works closely with RefWorks for systems upgrades and problem solving. You are still getting the full RefWorks functionality of the US based RefWorks.

• Download Write N Cite to your computer:
  • Connect to the Write N Cite Download Page and follow the instructions.
• Run the WNC Proxy Configuration Utilityfrom the Refworks folder, on your computer's Start menu, under Programs
• Paste the following URL into the >Proxy Server URL box that pops up. Ensure that you copy the full string:
  • http://cyber.usask.ca/login?url=http://www.refworks.com/Refworks/?WNC=true

I. One record at a time:

• In the Catalogue, from the selected record in brief or full display, click on Add to RefWorks from the navigation bar across the top of the page.
• Login to RefWorks. (Subsequent "adds" during your session will not require another login.)
• The record will be automatically imported into your RefWorks account.

II. Multiple records:

• Select records you wish to download from a catalogue search results list
• Click on Save Marked Records
• Click on View Saved from the navigation bar along the top of the page
• From the presented form, select EITHER Full Display or Brief Display. (The vendor has not created a "RefWorks" option yet.)
• Download your saved citations to a text file, by selecting Local Disk
• From within RefWorks, select Import from the drop-down menu under References
• Select The University of Saskatchewan Library Catalogue (Innovative) from the "Database" drop-down menu
• Import your text file, by using the browse option under Import Data from the following Text File and inserting the file name in the box.
• OR, you can simply cut and paste your records from a plain text source (from an email for example) into the text space under Import Data from the following Text. Be sure to select this option first, if you are going this route.

• Select citations you would like to export by checkining the adjacent box in your search results list.
• Click on Results Manager
• Select Direct Export
• Click on Save
• Select either RefWorks or EndNote, ProCite and Reference Manager option