RefWorks for Business

Introduction

RefWorks is a web-based bibliographic management service that will collect, store and organize citations you have found to journal articles, books, websites and other sources. RefWorks will create a correctly formatted bibliography of your citations in a wide variety of accepted styles.

This guide illustrates how you can electronically pass citations from the Western Libraries’ Catalogue and from ProQuest databases into RefWorks, and immediately create a bibliography, or store the references in a personal folder in RefWorks for further development.

This guide highlights the basics of RefWorks. A tutorial published by RefWorks is available at:

http://refworks.scholarsportal.info/tutorial/.

Getting started

First-time users of RefWorks must register and create a login. The process only takes a few moments.

To create a login, click here http://refworks.scholarsportal.info/Refworks/newuser.asp

Please note: To create an account with RefWorks you must use your @UWO email address!

RefWorks may be used on campus or off-campus. Off-campus users must first establish the proxy server using http://www.lib.uwo.ca/offcampus/remote.shtml and then open RefWorks.

To access RefWorks from this page click here http://refworks.scholarsportal.info/Refworks/login.asp?WNCLang=false

As noted below, RefWorks can be accessed directly from within some databases such as ProQuest.

Overview of the process

As you use electronic bibliographic databases or indexes in your research, and find references to documents you wish to use in a paper or list, you capture the citation for the documents in electronic format. You then electronically transfer the citations to RefWorks. In RefWorks, you can immediately create a properly formatted bibliography or list of the citations you have just transferred, in a wide range of styles. Or you can start building a folder of citations, which you add to over time. RefWorks maintains personal folders of document citations for you while you continue your research. You can work with your folders to add or edit information, or delete records, and then produce a bibliography when you have completed your project.

There are two basic methods for electronically transferring citations into RefWorks. Some databases such as the ProQuest suite of products have a direct link to RefWorks. You find references in ProQuest and then transfer the citations directly into RefWorks with a few clicks from within ProQuest. In other sources, such as the Western Libraries’ Catalogue, you have to save the citations to a file, open RefWorks, and then import the file into RefWorks.

Below are instructions for working between the ProQuest databases or Western Libraries’ Catalogue, and RefWorks. The techniques described can be used between other electronic sources and RefWorks

RefWorks and ProQuest

When you find citations you wish to use in a ProQuest database, mark the documents.

When you have selected all the documents you want, click on the “My Research” button near the top of the screen.

On the “My Research” page, click on the “Export Citations” link.

On the “Export Citations” page, click on the “Export Directly” to RefWorks link.

At this point, if RefWorks is not open, you will be asked to login.

The citations will be placed in the “Last Imported” folder in RefWorks. Click on the “View Last Imported” button to see the citations.

RefWorks and the Western Libraries’ Catalogue

When you find citations you wish to use in the Catalogue, mark and save the documents.

When you have saved all the documents you want, click on the “View Marked Items” button near the top of the screen.

In the “Format of List” box on the left, select “MARC”. In the “Send List To” box on the right, select “Screen”, and click on the “Submit” button.

Copy the information.

Leave the Catalogue and open RefWorks.

In RefWorks, click on “References” in the menu bar near the top of the screen, and “Import” in the drop down menu.

On the “Import” screen, select “MARC Format” for the “Import Filter/Data Source” box, and "All Formats" for the “Database” box, and click on “Import Data from the following Text” box, and Paste the information from the catalogue there. Then choose Import.

A message should appear indicating the import is completed. Click on the “View Last Imported Folder” button to see the citations.

Managing Folders in RefWorks

Without you doing anything, RefWorks does the following, when new citations are imported:

- RefWorks puts your most recently imported documents into the “Last Imported Folder”, and retains them there until you import more.

- When you import more documents (and you have not added the first group to a personal folder, see below), the new documents are put into the “Last Imported Folder”, and the old documents are removed from that folder and added to a folder called “References Not in a Folder”. This folder accumulates documents you have not deleted or added to a personal folder.

To access, or work with either of the above noted folders, click on “Folders” in the menu bar and “View” in the drop down menu.

You can create your own personal folders, and RefWorks will maintain them for access at any time.

Click on “Folders” in the menu bar near the top of the RefWorks screen and select “Create New Folder” in the drop down menu. Name the folder and click on the “OK” button.

When the contents of the folder are displayed, use the menu bar above the list to work with the file.

Creating a bibliography or list in RefWorks

1. Click on “Cretae Bibliography” in the menu bar.

2. On the “Bibliography” screen, choose an output style (for help see comments below).

3. Choose a File for the references to come from.

4. Click on the “Create Bibliography” button.

Use “File” on your browser to save, email or print your bibliography.

Bibliographic Styles

Comments about bibliographic or list styles.

“Chicago” and “Turabian” are styles commonly used for business papers.

The style choices available in RefWorks include some from reputable business journals such as The Academy of Management Journal, The Academy of Management Review and Organization Science.

The “Vancouver style” numbers the citations in the list.

The “APA Annotated with Abstracts” – 5 th edition style adds document abstracts to the display when they are provided by the source database. Abstracts are commonly available from ProQuest and often available for recently published documents from the Western Libraries’ Catalogue.

The “Chicago 15 th Edition (Notes & Bibliography)” style displays the URL for ProQuest articles.

In addition to the tutorial linked above a basic description of RefWorks is provided here.

Comments and suggestions relating to RefWorks are welcomed at buslib@ivey.uwo.ca

Other Helpful Guides:

Introduction to RefWorks by Western Libraries

Advanced RefWorks by Western Libraries

How Do I Use RefWorks? by Western Libraries

Materials to help you learn and use RefWorks by ScholarsPortal