How to manage your
references
Claire Choong
learning.research.support@canterbury.ac.uk
Agenda
• Available tools: freely and via CCCU
• How to access & use RefWorks
• How to use the right referencing style
• How to write a paper with RefWorks using
Write-N-Cite
Tips on choosing software
• Ability to collaborate
• Compatibility with operating system
• Free or pay
• Help available
• Responsiveness to users
• Interface design
Two helpful websites:
Open University
http://www.open.ac.uk/library/help-and-support/bibliographic-management#
Wikipedia
https://en.wikipedia.org/wiki/Comparison_of_reference_management_software
Wikipedia table
Free software
• Excel spreadsheet
• CiteULike
• Mendeley
• Qiqqa
• Cite This for Me (RefMe as was)
• Zotero
• and many more…
• RefWorks is a web-based reference manager,
available free through CCCU
Use it to:
• import, organise & store references & papers
• create a reference list in your referencing style
• add references while you write, when used in
conjunction with their Cite in … tool
What is RefWorks?
1. Go to LibrarySearch from the Portal or from
the Library Services website
(http://www.canterbury.ac.uk/library)
2. Log in using your CCCU username and
password
3. Select Find Databases, click on R, then click
on the link to RefWorks (New…) to open this
in a new tab.
How to access RefWorks
How to access RefWorks
Create a RefWorks account
• To use RefWorks you must
create an account
• Going via LibrarySearch the
account will be associated
with your online access details
• Choose Use login from…
• Follow instructions to Create account
How to use RefWorks
• Adding new records (manually or by importing)
• Using folders
• Viewing & editing records
• Adding the document itself (PDF of paper, etc)
• Finding & removing duplicates
• Selecting the referencing style
• Creating a reference list
Tutorial videos available on the RefWorks YouTube channel :
https://www.youtube.com/channel/UCzmTj_AGeY59VoNv-0SvcCg
1.Run a search in a database, e.g. Web of Science
2.Save the references you want to export to
RefWorks by selecting them
3.Follow instructions or use the Marked List option
4.Export saved references to RefWorks
N.B. LibrarySearch currently cannot export
references to any reference management software
Importing references
from databases
Adding document texts
• Highlight the reference to show the full details
panel on the right
• Find and save the full text of the article …
N.B. Full Text Finder link
• Click on the Edit pen icon
• Go to Attachments field
• Click on the Paperclip icon
Other features
• Sharing reference lists
• Searching for items
• Tagging records
• De-duplicating
(choose the “Legacy”
Close Match option
• APA is what you need to use
• It might not appear initially as your preferred
option, so you may need to find it
• One simple way is to …
• Open the View panel menu
• Use the Citation View icon to
change the style as required
Setting the right referencing style
Creating a reference list
• Choose the references required (all; all in a
particular folder; selected)
• Click on Create Bibliography
• Check that it will be in the right referencing
style
• Copy and paste as required
How to write a paper using
RefWorks and Write-n-Cite
Demo
Where to find help
• Blackboard/Library/Literature review &
referencing
 APA referencing guide
 APA Citation Style (Purdue University)
 RefWorks ProQuest and Write-n-Cite guides
• APA website https://apastyle.apa.org
?Questions
and feedback

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Reference management - June 2019

  • 1. How to manage your references Claire Choong [email protected]
  • 2. Agenda • Available tools: freely and via CCCU • How to access & use RefWorks • How to use the right referencing style • How to write a paper with RefWorks using Write-N-Cite
  • 3. Tips on choosing software • Ability to collaborate • Compatibility with operating system • Free or pay • Help available • Responsiveness to users • Interface design Two helpful websites: Open University http://www.open.ac.uk/library/help-and-support/bibliographic-management# Wikipedia https://en.wikipedia.org/wiki/Comparison_of_reference_management_software Wikipedia table
  • 4. Free software • Excel spreadsheet • CiteULike • Mendeley • Qiqqa • Cite This for Me (RefMe as was) • Zotero • and many more…
  • 5. • RefWorks is a web-based reference manager, available free through CCCU Use it to: • import, organise & store references & papers • create a reference list in your referencing style • add references while you write, when used in conjunction with their Cite in … tool What is RefWorks?
  • 6. 1. Go to LibrarySearch from the Portal or from the Library Services website (http://www.canterbury.ac.uk/library) 2. Log in using your CCCU username and password 3. Select Find Databases, click on R, then click on the link to RefWorks (New…) to open this in a new tab. How to access RefWorks
  • 7. How to access RefWorks
  • 8. Create a RefWorks account • To use RefWorks you must create an account • Going via LibrarySearch the account will be associated with your online access details • Choose Use login from… • Follow instructions to Create account
  • 9. How to use RefWorks • Adding new records (manually or by importing) • Using folders • Viewing & editing records • Adding the document itself (PDF of paper, etc) • Finding & removing duplicates • Selecting the referencing style • Creating a reference list Tutorial videos available on the RefWorks YouTube channel : https://www.youtube.com/channel/UCzmTj_AGeY59VoNv-0SvcCg
  • 10. 1.Run a search in a database, e.g. Web of Science 2.Save the references you want to export to RefWorks by selecting them 3.Follow instructions or use the Marked List option 4.Export saved references to RefWorks N.B. LibrarySearch currently cannot export references to any reference management software Importing references from databases
  • 11. Adding document texts • Highlight the reference to show the full details panel on the right • Find and save the full text of the article … N.B. Full Text Finder link • Click on the Edit pen icon • Go to Attachments field • Click on the Paperclip icon
  • 12. Other features • Sharing reference lists • Searching for items • Tagging records • De-duplicating (choose the “Legacy” Close Match option
  • 13. • APA is what you need to use • It might not appear initially as your preferred option, so you may need to find it • One simple way is to … • Open the View panel menu • Use the Citation View icon to change the style as required Setting the right referencing style
  • 14. Creating a reference list • Choose the references required (all; all in a particular folder; selected) • Click on Create Bibliography • Check that it will be in the right referencing style • Copy and paste as required
  • 15. How to write a paper using RefWorks and Write-n-Cite Demo
  • 16. Where to find help • Blackboard/Library/Literature review & referencing  APA referencing guide  APA Citation Style (Purdue University)  RefWorks ProQuest and Write-n-Cite guides • APA website https://apastyle.apa.org

Editor's Notes

  • #2: They are always called reference management tools but nowadays they do a lot more than passively store references as we’ll see
  • #4: A wide range of tools out there and your choice may depend on what you want to be able to do with it. Open University provides a text page plus a short (4 screen) activity to work through to consider Wikipedia page is kept up to date – provides information in table form The columns are: Name / Developer / First release / latest stable release date / latest stable version / cost / free or not / license
  • #5: https://padlet.com/kathy_chaney/ReferenceManagement Info gleaned re accessibility – RefMe is not ‘fully’ accessible with screenreaders, but is considered good for dyslexia, perhaps because it is essentially simple to use; Zotero is better (ie more accessible for screen readers) than Mendeley but is less intuitive in its own design.
  • #6: RefWorks is the only one paid for and supported by CCCU through the Library. RefWorks has been updated by its creators, ProQuest. We are running the new one alongside the old Legacy version but recommend you start with the new one.
  • #8: Start by logging in and then find the access point for RefWorks – it is RefWorks ProQuest – the new version, with the blue logo
  • #9: Make sure you go through LibrarySearch to get there so that the PC already knows you are entitled to create an account and use your CCCU email address
  • #11: Deliberately using the terms Importing /Exporting as those are the terms the databases often use for that function – Also show GoogleScholar Show how to add a record manually, using the template Show how to create folders and then assign documents; highlight that items can be in multiple folders if required, e.g. by subject, by section of thesis or assignment topic, by database from which it was retrieved, etc. Show how to view and edit records, then get final warning before moving on… on to next slide for adding the pdf
  • #13: Tagging can be extremely helpful for locating items quickly – the tags can be whatever you want, e.g. I’ve used quotable; excellent; introduction, etc Any questions before we look at creating reference lists
  • #15: US based so tends to use the word bibliography where we might use reference list Choose Copyright as my folder to show
  • #16: Using Write-N-Cite from the CCCU network When write-n-cite opens, find the appropriate references via View / Folder / Cowjumpthesis It will show at the top of the Write-N-Cite list if it can see a Word document already open – if not, open the relevant word doc When you create the bibliography you can tell it what style to use If, after creating the bibliography, you want to go back to the paper and add some more references, you can and re-run the Create bibliography