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How to use RefWorks 

  1. How to Access RefWorks
    • Go to RefWorks
    • If you have difficulty, you can access it using this URL: http://www.refworks.com/refworks/ With this URL, you will need a Group Code: 
      Call the Reference Desk at 847-317-4001 to get the code.
  2. Set up an individual Account
    • If you have not yet created your personal account, click onSign up for an individual account
    • You will be asked some personal information in order to create an account that only you can access.
  3. Create File Folders to organize your research.
    1. Click on Organize Folders
    2. You may want to create separate folders for articles & books.
    3. Or just have separate folders for difference papers that you are working on.
  4. Search for citations from any of Trinity’s online databases.
    1. Go to http://www.tiu.edu/library/
    2. Click on Online Databases
    3. Choose a database and start searching on your topic.
  5. Import book and article data directly, or from saved files.
    1. Direct import via FirstSearch:
      1. Keep your RefWorks session open or open your account again in a new browser window.
      2. Mark the books/articles that you want to save using the Mark feature to mark the record (save it for later).
      3. Choose the Marked Records result list.
      4. Click on the Export button.
      5. Choose RefWorks
      6. Click on Export
      7. The data should automatically import into RefWorks.
    2. Importing from a saved text file (EbscoHost and all other database vendors)
      1. You may want to keep RefWorks open, but it is not required.
      2. After you have completed your search and decided which articles you want to save you will need to save them to a text file (.txt).
        • In EbscoHost you can Add records to a folder.
        • Once your Folder has items  you can click on the link to view those items.  
        • From the list of items choose Save to Disk
        • Then click on  the Bibliographic Manager tab.
        • Choose: Save citations in a format that can be uploaded to bibliographic management software
        • RefWorks cannot perform a direct export via EbscoHost.
        • Click on Save
        • Go to the top of your browser window. Select File and Save As Be sure you change the file type to ".txt"
      3. Go back to RefWorks and click on the Import button.
      4. Choose the name of the database you used.
      5. Browse for the file name of the file you just saved.
      6. Click to open the file.
      7. Next click on the Import button.
    3. All citations will appear in the "Last Imported" Folder.
    4. Open that folder to move them into whatever folder you want to store them in.
  6. Clean-Up citations
    1. Check out the output format style that you're using: MLA, SBL or TIU style.
    2. Because RefWorks only imports citations from databases there is clean-up of the citations required in order to make them display correctly for your bibliography.
    3. To clean-up your citations:
    4. Open the folder you have stored your citations in. Click on the arrow next to View Folder
    5. Choose the folder you want to view.
    6. Your list of citations will appear. Click on the Edit link next to the first citation.
    7. Some common mistakes that will need to be fixed:
      • Spacing between the author’s last and first name. There should be one space between the comma after the last name and the first name. Multiple authors should be separated by a semi-colon and a space.
      • Capitalization of the title (most citation styles want titles to have all words, except prepositions and articles capitalized, but most databases use sentence capitalization). This applies to book titles, journals titles, articles titles and essay titles.
      • Remove the space in front of the colon before a subtitle.
      • Make sure the Publisher is correctly capitalized.
      • Check the place of publication, often times states are abbreviated with the postal abbreviation. Most citation styles use the old fashioned abbreviations (Ill. instead of IL for Illinois).
    8. Click the Save button when changes are completed.
    9. There may be more changes that need to be made, depending on the style you are using.  Always double check that your final Bibliography citations match the style you are using.
  7. Insert citations into Microsoft Word documents using Write-N-Cite
    1. Write-N-Cite is a separate program that you install on your computer which interfaces between RefWorks and Microsoft Word.
    2. It is helpful for adding parenthetical citations to your paper, but not necessary for creating your bibliography.
    3. See the RefWorks Tutorial for more information on using Write-N-Cite.
  8. Create html or Word document Bibliographies in a variety of citation styles including APA, MLA, and Turabians
    1. To produce a Bibliography or Works Cited list, click on the Bibliography button.
    2. Select your Output Format (the style you want to use, i.e. MLA, APA, Turabian, etc.) from the list.
    3. Choose the file type to create:
      1. HTML creates an html file type.
      2. Word for Windows creates a Word document within your IE browser.
    4. Choose the folder you wish to create the bibliography from.
    5. To edit your Word document bibliography:
      1. In IE click on File from the top menu bar.
      2. Then, from the drop down menu, choose Save As
      3. This will allow you to save the document as a Microsoft Word document.
      4. You can now open this file in Microsoft Word and make any necessary changes.