Orientation By Mary Mj


Orientation to RefWorks

1. Start at the Library’s web page: http://library.syr.edu

2. Click on:
• Citation Support
• RefWorks

o Wiki (http://refworks.wikidot.com)
o Training / Clinic Schedule
o Off Campus Access Instructions

3. Create personal account - Click on Sign up for an Individual Account
(You can create additional accounts for sharing/group work, etc.)

4. Customize account, using Tools tab (we recommend setting Global Edit option to yes, but you can return to customize at any time).

5. Create and name a New Folder
• Click on Folder tab
• Provide name for folder

6. Add references to your folder. Five methods
A. Export from a database
B. Individual keyed-in entry
C. Importing from a text file
D. Searching from within Refworks
E. RefGrab-it

A.) Exporting from a database
• Open a second browser window, if one is not already open
• Go to the Find Article menu and select one of the CSA databases: ERIC, Linguistics and Language Behavior, LISA, PAIS, etc. (Please note: you may export from non-CSA databases as well, but the methods will vary.)
• Search for a topic of your search in whatever database you selected
• Mark three or more citations of interest (for the purposes of this exercise, the subject matter or relevance does not matter)
• Click on the RefWorks icon or the Save, Print, Email link
• On the Export to Refworks screen, make sure you are exporting the records you want (the ones you marked, or the whole set, if you prefer)
• Click on Export to RefWorks
• You should be led back to Refworks (if not, you may have to look for it in a new window and/or log in)
• Click on View Last Imported Folder
• Move the references to a different folder:
o Select the references you want to save
o Click: Put in Folder (selecting appropriate folder)

Guides for Importing from various databases:
Click on References—Import; Click on Import Instructions.

B.) Individual keying-in entry of references
• Click on References tab
• Select Add New Reference
• Using the pull down menus, select:
o Reference type (journal, book, etc.) SELECT THIS FIRST
o Output citation style (this is just for viewing)
o Folder
o Source type (print or electronic)
• Add citation information in indicated fields
• Click on Save and Add New

C.) Importing from a text file (for example: SUMMIT)
Part I: Search and save results
• Open SUMMIT in a second browser window
• Select Find Books, and do a search
• Select three or four results by clicking in the box near each citation
• Scroll to the bottom of the screen and choose Full Record as the download format
• Click: Format for Print/Save

Part II: Import to RefWorks
• In RefWorks: select References; then select Import
• Select appropriate filter **(in this case: Syracuse University Library)
• Select appropriate database (in this case: SUMMIT Catalog (Endeavor) )
• Specify folder, if desired
• Cut and Paste the SUMMIT text records into the Import Data from the following Text box
• Click: Import
• Review and save references to a folder, as you have with previous imports.
**NOTE: Each database will have its own specific filter. Click on the Import Instructions link near the top of the Import page to find specific importing directions for all databases/ejournals that RefWorks supports.

D.) Use the Search functions within RefWorks to conduct your search.
• Select: Search
• Select: Online catalog or databases
• Select: Syracuse SUMMIT Voyager
• Type your search terms, and click on Search
• Select references (or page) and Click on the Import to Folder pull-down menu.

E.) Capturing Web Page Data With RefGrab-It (covered at end of class)

7. Review and if necessary edit references in a folder. To check for missing information, click on View; to make changes, click on Edit.

8. Create a bibliography:
• Click on Bibliography tab
• Select style and output options
• Select folder. Rename and save your bibliography.


1. Assume that you are writing a paper and want to use references from a folder within RefWorks that you have already created.

2. Open Write-N-Cite from Start Menu or desktop, and log in.

3. Open MSWord

4. Type a sample sentence or two. It need not make sense. If you can’t think of anything, copy and paste from any web page (legally).

5. Leave your cursor where you want to insert the citation.

6. Go to the Write-N-Cite screen and select View. Choose a folder that has citations in it

7. Select a reference to cite. (Remember you left the cursor on the place in your document where you wanted to make a reference.)

8. Click: Cite

9. Go back to the MSWord document to see that the insertion is there. (This is NOT the way the reference will look when you are done.)

10. Continue inserting citations (for practice) by moving the cursor to another place in your document and then going back to the Write-N-Cite window and clicking on another reference.

11. Save the document, remembering the name. For this exercise you can save it to the desktop.

12. Create the bibliography:
• Go back to Write-N-Cite.
• Scroll to the top of the page
• Click: Bibliography
• Choose Output Style
• Click: Create

13. Go back to the final MSWord document. You will see that it’s been formatted with the bibliography
• Save the document using a different name than the original document. NOTE: RefWorks renames the document with the word FINAL in front of the original name. You still have your original document with the reference insertions so that you can add to it. (You don’t have to complete the Write-N-Cite in one session.)
• Retain the original document in case you decide to change and/or add more citations.

Capturing Web Page Data with RefGrab-It

1. When you are on a web page you want to grab information from, just click on the RefGrab-It link in your toolbar or bookmark list.
2. You will be brought to the RefWorks temporary results page where the data will be displayed. This page shows you:
1. A link back to the web page where the information came from
2. basic information gathered from that web page
3. supplemental information that RefGrab-it has found related to the data you are capturing
3. If you want to add the web page information RefGrab-It has found to your RefWorks account, click on the import button.
Note: You may see a link that says "A more complete version of this reference may be available. Show me this reference ". Click on the link to view the information. Click the import button if you want this information added to your RefWorks account.
You may also have a Other Info tab on your temporary results page. This tab display links to additional information that may include:
o Books (ISBNs included on the web page you selected)
o Articles (Additional information found from PMIDs on the web page)
o Digital Objects (Includes information found based upon DOI (Digital Object Identifiers) on the web page)
o RSS Feeds (Lists all feeds on this page (some of which may not relate to the information you are viewing)).
Select any of the additional information you wish to view by clicking on the appropriate link. You will have the option to import any of the other information RefGrab-It locates. RSS Feeds you wish to keep will need to be copied and added from within your RefWorks account.
4. If you are not logged in to your account, you will be prompted to log-in. Otherwise, your records will appear in the Last Imported folder.

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