Using RefWorks 2.0 Citation Management Software
RefWorks is web-based software which
allows you to create a database of references, manipulate and organize
the database, and use those references when writing papers. It is licensed
by the Health Sciences Library for use by the New York Medical College
community.
If you are off campus
click on the LOGIN link
located on the Health Sciences Library homepage and enter your barcode
and password before going to the Databases
Page. RefWorks is listed alphabetically.
Creating
a RefWorks Account
On the Databases web
page click on RefWorks.
A login page will appear for RefWorks. To create an account with a user
name and password, click on Sign up for
an Individual Account, complete the form, and click Register.
RefWorks Group Code rwnymc
Populating
Your Database
Creating
Folders
- Folders help you
organize your database by topic or project
- To create a folder,
select New Folder. The Create New Folder window will open. Name the folder
- Click OK
- You can now import references, or move existing references, into your folder
Importing
Records
You can populate your
RefWorks database with references from many of the Library's databases.
Below are some examples of ways to import references. If you need assistance
with other resources, please contact the Reference department at 914-594-4210.
Entering a Reference
Manually
- From the Refworks
Toolbar, select References,
then Add New
- If you know the
citation format you will use in your paper, select it from the View
Fields used by drop down menu
- Select a destination folder
- Select a reference type from the Ref Type drop down menu
- Type or paste citation data into the appropraite fields
- Click on Save Reference and close the window
Importing
Records from PubMed
- Conduct a search
in PubMed
- Select the records
you wish to import
- Under Display
Settings, select MEDLINE. Click Apply
- Save the file as
a text file: File, Save As, Choose a location, Name the file, Save as
.txt
- Log on to RefWorks
- From the RefWorks
tool bar choose References,
then Import
- From the Import
Filter/Data Source menu select NLM
PubMed
- Click on the Browse
button to locate the file you wish to import
- Choose the destination
folder (optional) from the Import into Folder drop down list
- Click the Import
button
References can be
viewed in the Last Imported Folder.
Searching
PubMed from Within RefWorks
- Select
Search (from the toolbar)
- Select Online
Catalog or Database
- Select PubMed
from the drop-down Search menu
- Enter search terms
- Click Search
- Select articles
by clicking in the box to the left of each article
- Click on the drop-down
menu at the top of the window next to Import to Folder
- Select the destination
folder
- When prompted to
send references to the folder, click on OK
- Click on View
Last Imported Folder to see that your references are safely
located in the appropriate folder
Direct
Export from the Scopus Database
- Search the Scopus
database
- Select the references
you wish to export
- Click on the Export link
- Select the Export
option
- For the Export
format choose RefWorks
direct export
- Select the type
of Output you want, then
click on Export
- Log into RefWorks
if you are not already logged in
- Selected references
will automatically be imported
- Click on View
the Last Imported Folder to view imported records
- Note that this method does not let you specify a destination folder, so you must move references into the appropriate folder
Organizing
and Searching your RefWorks Database
Searching
Your RefWorks Database
- From the Refworks
Toolbar, select Search,
then click on Advanced
- A Search Field menu allows you to specify the field
to search
- The References to Search menu allows you to search all of your references at once, or to select and search
specific folders
- Once you have filled
out the search box, click on Search at the bottom
of the page
Organizing
Your References
- Click on the tab for Organize & Share Folders
- A
list of your folders is presented
- Clicking on a folder's corresponding folder icon will let you create a subfolder, rename a folder, clear it, delete it or check for duplicate references
- If
you wish to move references from one folder to another, simply access
the folder and select the references you wish to move
- Click on the Add to folder icon and select the destination folder
- RefWorks
will move a copy of the references to that folder
Preparing
Your Computer and Word-processing Software to use Write-N-Cite
Install
Write-N-Cite -- A utility
that allows your word processor to work with RefWorks
- From within your
RefWorks account, under Tools select Write-N-Cite
- Install the correct
version of Write-N-Cite for your computer
- The latest version, Write-N-Cite 4, may require you to install some preliminary programs like, Visual Studio 4.0 (VSTO) or Framework 4.0. These may take several minutes to install.
For Write-N-Cite III and lower: Set
Up a Login for Off-Campus Use
-- after installing the Write-N-Cite utility, do the following:
Windows (For Write-N-Cite III and lower):
- Click on Start
(at the bottom of your Windows screen)
- Select All Programs,
and then RefWorks
- Click on
WNC Configuration Utility
- In the box that
opens, copy and paste the the following URL:
http://lproxy.nymc.edu:60000/login?url=https://www.refworks.com/Refworks/?WNC=true
- Then, click OK
Mac (For Write-N-Cite III and lower:):
- Open Write-N-Cite
- Select Preferences from the Write-N-Cite menu
- Select the Proxy option and enter the Proxy Server URL: http://lproxy.nymc.edu:60000/login?url=https://www.refworks.com/Refworks/?WNC=true
- Restart Write-N-Cite for this proxy configuration to take effect
Note: If you are using the Innovative Interfaces 2005 LE Millennium
Version, you must use this configuration: http://lproxy.nymc.edu:60000/login?url=https://0-www.refworks.com.yournamehere.edu/Refworks/?WNC=true
- Restart Write-N-Cite for this proxy configuration to take effect
Inserting
References into Your Text and Formatting Your Document
Write-N-Cite 4, the latest version of Write-N-Cite, integrates with Microsoft Word by creating a RefWorks tab in Word.
Using Write-N-Cite 4:
- Open your MS Word
document.
- Click on the RefWorks tab.
- Log in with either the group code (rwnymc) and your user name and password, or by pasting the code from within RefWorks (under Tools >Write-N-Cite).
- If necessary, click Sync My Database.
- Select an Output
Style from the drop-down list next to Style.
- If your Output
Style is not listed within Write-N-Cite, you must load it from within RefWorks by clicking on Bibliography and Output Style Manager.
- Click Insert Citation, Insert New, choose a folder, choose a reference, click OK.
- To add your bibliography, click Bibliography Options >Insert Bibliography.
Using Write-N-Cite III:
- Open your MS Word
document.
- Click on the Write-N-Cite
icon located on your desk top, or under Progams or from your MS Word tool bar (under Add-Ins in Word 2010)
- Log in when
prompted
- A RefWorks
window will open providing you access to your folders and references
- Place the cursor
in your text where you would like to insert a reference
- Find the desired
reference and click on Cite
- A place holder
for your reference will appear on your document
- Repeat for all
of your references
Formatting
Your References and Creating your Bibliography with Write-N-Cite III:
- While in your MS Word document, with Write-N-Cite open,
click on Bibliography
- Select an Output
Style from the drop-down list, then click on
Create Bibliography
- RefWorks creates
a formatted document with a reference list
- To make subsequent
changes, or to later reformat, return to the original document and
re-execute the above steps
- If your Output
Style is not listed within Write-N-Cite you must load it from within RefWorks by clicking on Bibliography and Output Style Manager
- If your Output
Style is not listed within RefWorks, it is possible to create a customized
format. For assistance,
please request a consultation
Working
offline (without a connection to the Internet) is possible. Please see
the ReWorks "Help" or "Tutorial" for instructions.
Updated
1/14/2013 D. Crooke
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