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SLHS 491: Research Applications in SLHS

What is RefWorks

RefWorks is a web-based research management tool designed to help you gather, organize, store, annotate, and share all types of resources used in your research, assignments, or dissertation.

RefWorks is MSUM Library's preferred research management tool since comprehensive support is provided. It is also FREE for all NCU students, faculty, staff, and alumni. 

​With RefWorks, you can do the following:

  • Organize your resources by project, in folders, or with tags
  • Create APA formatted reference lists and annotated bibliographies
  • Import citations directly and indirectly from Library databases as well as research websites like Google Scholar or PubMed
  • Access your sources directly within Microsoft Word
  • Share citations and source lists

NOTE: When using RefWorks, you must always check your content and citations for accuracy and proper formatting.

With RefWorks, you are creating your own personal database of resources, and how you organize those resources is up to you. 

There are three (3) ways to organize and manage your content in RefWorks:

  • Projects
  • Folders
  • Tags

Managing Projects 

You can create projects in RefWorks. Projects allow you to maintain separate reference and resource collections for different research assignments.

To manage projects:
  1. Select the arrow next to your project in the header and select Manage Projects.

manage_projects.png

 

The My projects page appears:My Projects screen in RefWorks

Create a New Project

To create a new project, select Create a New Project. The following appears:

create_a_new_project.png
Enter a name for the project and select Save. The project is added to the list of projects. You can navigate between projects from the Project Menu at the top of the page. To rename or delete a project select Actions > Rename or Actions > Delete.
 
 

 

Setting your Citation Style to APA 7th 

As a RefWorks user, you can set your profile to reflect resources and create bibliographies using the APA 7th - Sentence Casing, DOI: https://doi.org/ 

NOTE: There are citation style variations of APA 7th available to choose from in RefWorks so please select and apply the following version: APA 7th - Sentence Casing, DOI: https://doi.org/

To set and update your citation style, select the All References tab on the left menu, and change the View display on your RefWorks dashboard to Citation View. Click on the settings gear Settings Gear in RefWorks. Search for and select the APA 7th - Sentence Casing, DOI: https://doi.org/ and click Save.

RefWorks Citation View

You may also set your citation style under Create Bibliography to create a list of references in the APA 7th - Sentence Casing, DOI: https://doi.org/ style.

Create bibliography in RefWorks

If you are using the Write-N-Cite plugin or RefWorks Citation Manager (RCM) for Microsoft Word, you can also select your citation style output:

  • Write-N-Cite: To set your citation style output in Write-N-Cite, select the Style dropdown in your RefWorks tab in the Microsoft Word ribbon and choose the appropriate style.

         Setting your citation style output through the Style section in Write-N-Cite in Microsoft Word

 

  • RefWorks Citation Manager: In RefWorks Citation Manager (RCM), set your citation style output by clicking on the three lines in the top left corner to access the Menu. Click on Citation Style. Search for the appropriate citation style output and click Update.        

          RefWorks Citation Manager Menu   RefWorks Citation Manager choose citation style output   RefWorks Citation Manager change citation style   Click update to change citation style output in RefWorks Citation Manager

You can easily create a Reference page (called Bibliography in RefWorks) from the All Documents area, any collection or your search results list.

Navigate to the collection you want to use (or All Documents area or run a search and select items) and click the Create bibliography icon . 

You can choose to create a bibliography for selected references or for all of the reference in the collection (or in All Documents if that's the view you are in).

RefWorks screenshot showing the Create bibliography link.

 

Write-n-Cite is an add-on for Microsoft Word that enables you to run a simplified version of RefWorks inside of Word. Write-n-Cite enables you to access and cite your references while working in Word, even if you are currently offline.

To find the right add-on for your operating system and writing tool, see Finding the Right Writing Tool Add-on.

Features:

  • Provides read-only access to your RefWorks account, enabling you to view and insert your previously collated references into your document, formatted using previously defined citation styles.
  • Uses codes to represent your references and bibliography entries. This enables Write-n-Cite to manage and update these entities. You can use Write-n-Cite to manage only the codes that it adds to your document; you cannot manage references added as plain text. Codes are surrounded by light square brackets and appear as plain text when viewing or printing the document.
  • Adds inline citations and an entire bibliography.
  • Enables you to bulk format all entities managed by Write-n-Cite.
  • Automatically synchronizes with your RefWorks account every time you log into Write-n-Cite.
  • Write-n-Cite works on older versions of Word that are incompatible with RefWorks Citation Manager.
    • Windows users of Microsoft Office 2016 can choose to use Write-n-Cite or RefWorks Citation Manager.
    • Macintosh users of Microsoft Office 2016 must use RefWorks Citation Manager.
  • Codes inserted by Write-n-Cite are not recognized by RefWorks Citation Manager and vice versa.
  • Write-n-Cite provides limited access to your RefWorks account and does not enable you to make changes to your references.
  • If you have documents with codes that were added using Write-n-Cite associated with legacy RefWorks, Write-n-Cite can convert these codes to (new) RefWorks. Write-n-Cite cannot otherwise manage older codes.

Requirements

Downloading and Installing Write-n-Cite

  1. In RefWorks, select Tools > Tools. The Tools page displays.

  2. In the Cite in Microsoft Word area, select Download & Install to download the latest version, or Other Windows and Mac Versions to download other versions. If you select Download & Install, the download starts. If you select Other Windows and Mac Versions, the Write-n-Cite for Word Download Page displays. Select the relevant version and select Download & Install to start the download.

    IT versions are for use by administrators only and not by end-users.

     

  3. write_n_cite_download_page.png

    Write-n-Cite for Word Download Page

    The available options depend on your operating system.

  4. Start the installation and follow the on-screen instructions. After installing the add-on, a RefWorks ribbon appears in Microsoft Word.

    WNC Login

    RefWorks Ribbon

  5. In the ribbon, select Log In to log in to RefWorks. If single sign-on is enabled for your institution, follow the on-screen instructions to log in using single sign-on. Synchronizing data with your RefWorks account may take a few moments, especially on your first login.

    If you are using Write-n-Cite on a public computer, log out of Write-n-Cite when you complete your work. However, note that Write-n-Cite provides read-only access to your RefWorks account and does not allow you, or any other user, to make changes to your references.

  6. To select the citation style to apply to all Write-n-Cite managed entities in your document, select Style > [style name].
    WNC Style List

If you experience any problems, see Contact RefWorks Support.

Using and Editing with Write-n-Cite

When you open Microsoft Word, if you did not log out after your last session, you are still logged in. If not, select Log In from the RefWorks ribbon to log in to RefWorks. If someone else was logged into this instance of Word, select Switch Accounts to log out and log back into your account.

  • If you need to reformat all of your entities, select Reapply Output Styles. For example, this may be useful when working with master and subdocuments that have different citation styles.
  • To manually force synchronization with RefWorks, select Sync My Database.
  • To convert all citations to plain text select Remove Field Codes.

    If you intend to continue using Write-n-Cite to manage citations in this document, we strongly recommend that you save a copy of your document before converting to plain text, as it cannot be undone.

To add or edit an inline citation:

  1. To create a citation, select Insert Citation > Insert New. To edit, double-click the citation. In either case, the Insert/Edit Citation pane displays.
    WNC Insert New Citation

    Insert/Edit Citation

  2. Use the folders and the search bar to locate the reference. You can right-click the referenece to see complete reference information.
    Full Reference Data
    Full Reference View
  3. Select the reference. A preview of the formatted citation appears in the Preview Citation area. Optionally select + in the Compose Citations area to add additional references to the citation.
    WNC Insert or Edit Citation
  4. Optionally configure any of the following while creating or editing a reference:
    WNC_Insert_Edit_Citation.png
    • Hide the publication year
    • Hide the author name
    • Add text before the reference (Prefix)
    • Add text after the reference (Suffix)
    • Hide the reference and only show the bibliography entry
    • Hide page numbers (Suppress Pages)
    • Add page numbers (Override Pages)
    • Change the reference order: Use the up or down arrows for styles that use first-cited order. For styles that use alphabetical or other sorting, select Override Default Ordering.

      Some options depend on the citation style. For example, adding or hiding page numbers works only for styles with page numbers.

  5. Select OK to insert or save the selected references. 

To insert a bibliography:

To insert a bibliography that includes all Write-n-Cite managed entities in your document, select Bibliography Options > Insert Bibliography.

Overview

You can create citations in RefWorks to copy to your document, or more conveniently, you can add them while working in your document using a RefWorks add-on. In addition, the add-ons enable you to manage the citations in the: delete, add, restyle, and so forth.

Save to RefWorks is a browser bookmarklet that enables you to add references to your RefWorks account directly from your browser.

See the sections on this page for information about the bookmarklet and about the add-on relevant for your environment.

Save to RefWorks

Save to RefWorks is a bookmarklet that you can install in your browser's favorites (bookmarks) bar. When you are browsing a website that has references that you would like to add to your RefWorks account, select the bookmarklet. RefWorks attempts to save the references and full texts.

Save to RefWorks should work on any modern browser.

Installing Save to RefWorks

To install Save to RefWorks:

  1. Ensure that your browser's favorites toolbar is currently visible in your browser.
  2. In RefWorks, select Tools > Tools. The Tools page appears.
  3. Select Install Save to RefWorks. A dialog box appears.
  4. Drag and drop the Save to RefWorks add-on to your browser's favorites toolbar. The add-on is installed.
  5. Click anywhere on the page to close the dialog box.

If you experience any problems, see Contact RefWorks Support.

Adding References Using Save to RefWorks

To add a reference or a list of references from a website to RefWorks:

  1. Ensure that you are logged into RefWorks.
  2. While browsing any website, when viewing a page containing a reference, or information about a reference, select Save to RefWorks from your browser's favorites toolbar. Save to RefWorks opens a right sidebar.

    save_to_refworks_pane.png

    Save to RefWorks Right Sidebar

    • If Save to RefWorks detects a single reference on the page, Save to RefWorks prefills as many fields as it can. Enter or correct information as required and select Save to RefWorks. The reference is added to your RefWorks account.
    • If Save to RefWorks detects multiple references, a list of references appears in the right sidebar. Select the relevant references and select Save to RefWorks. You can edit each one by first opening the reference (select > in the reference row).
  3. You can then choose to assign the reference/s to a folder/s and whether to import tags or not.
    import tags.png
  4. If you have multiple projects, select the project to which you want to save the reference and click Continue.