RefWorks Guides, Tips, and Classes

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RefWorks Tips, Tricks and Training

Links to RefWorks and RefWorks Group Code
Guides to RefWorks
Instructions for Importing Records from Various Databases
Examples of Shared, RefWorks Folders
Sample Records for Electronic Resources and Reference Books
Putting Links to Shared, RefWorks Folders in Blackboard
When EBSCOhost's Direct Export to RefWorks Doesn't Work
When the "Create Bibliography" Process Takes Forever or Doesn't Complete
Quickest Way to Add a List of Journal Article References to RefWorks
Answers to Various RefWorks Questions-- Searchable Blog
Training and Help

Links to Refworks and RefWorks Group Code

RefWorks http://library1.unmc.edu:2048/login?url=http://www.refworks.com/refworks

UNMC's Group Code and Basic Description of RefWorks

Guides to RefWorks

Basic RefWorks Training (PubMed and EBSCOhost): This handout was created for UNMC-affiliated RefWorks users. It provides a pictorial guide to RefWorks' basic features. The guides will show you how to 1) create a RefWorks account, 2) sign into your established Refworks account, 3) customize your account, 4) create folders, 5) view, manipulate and share folders, 5) import records from PubMed, EBSCOhost, or both, 6) edit records, 7) remove duplicate records, 8) add references manually, 9) install Write-N-Cite, and 10) use Write-n-Cite to insert citations and create bibliographies.

Refworks Video Instruction for NRSG 806 - Information Literacy: This video was created for NRSG 806 but may be useful to any new RefWorks user. The video should open in a new tab or window. It provides a video guide to RefWorks' basic features. The video will show you how to 1) create a RefWorks account, 2) sign into your established Refworks account, 3) customize your account, 4) create folders, 5) view, manipulate and share folders, 5) import records from EBSCOhost, 6) edit records, 7) remove duplicate records, 8) add references manually, 9) install Write-N-Cite, and 10) use Write-n-Cite to insert citations and create bibliographies.

Online Tutorial (produced by RefWorks) http://www.refworks.com/tutorial/: Produced by Refworks, this online tutorial will guide you through nearly all of Refworks features. Need to know how to format a bibliography from within RefWorks (rather than from within Write-N-Cite), how to insert citations while working off-line, want to insert citations using RefWorks' "One line cite view?" RefWorks online tutorials will give you all the information you need. However, you should refer to the "Basic RefWorks Training" handout listed above and the "Instructions for Importing Records from Various Databases" shown below, or attend a training session given by our Library to get more information about using UNMC's Refworks account from off-campus and for more information about importing records from the specific databases available through our Library.

Instructions for Importing Records from Various Databases

When a direct export to RefWorks feature is not available, you can import records into RefWorks using Refworks "Import" page. To do so:

Save database records in a tagged, plain text format
Open Refworks
Use the Refworks "References" menu to select "Import."
Select the correct "Import Filter/Data Source" (see table below)
Select the correct "Database" (see table below).
Click on the "Browse" button and selecting the tagged, plain text format file saved earlier (step #1)
Click on the "Import" button.

Database Name	Instructions for direct export or saving content to be imported through Refworks "Import" page.	"Import Filter/Data Source" Menu Selection	"Database" Menu Selection
PubMed (see "RefWorks Basic Training" guide for detailed instructions with screen shots.)	Use the drop-down menu immediately above the result list, on the left-hand side of the page, to select the "MEDLINE" display format. Check to be sure the tagged format appears Use the "send to" drop-down menu immediately above the result list, on the left-hand side of the page, to select "File" Note where you are saving the file and give the file a name you will be able to remember before saving.	NLM PubMed	PubMed
EBSCOhost Databases (see "RefWorks Basic Training" guide for detailed instructions with screen shots.)	If you need to import IPA records, contact Cindy Schmidt, cmschmidt@unmc.edu. If Cindy is unavailable, you may need to enter IPA information into RefWorks manually. Use direct export function for other EBSCOhost databases (see "Basic RefWorks Training" guide available above for instructions). If EBSCOhost's direct export isn't working, see work-around methods described at http://www.unmc.edu/library/refworks/directexportfailure.htm
Web of Science	Check the boxes in front of the records you wish to export. Use the "Add to Marked List" button on the right-hand side of the page. Click the "Marked List" button at the top of the page. In the "Step 1" box, select the fields you wish to include in the exported records. Be sure to include the "Document type" and the "ISSN." In the "Step 2" box, select the "Field Tagged" format next to the "Save to File" button and then click on the "Save to File" button. Note where you are saving the file and give the file a name you will be able to remember before saving.	ISI (Institute for Scientific Information)	Web of Knowledge
FirstSearch Databases	Check the boxes in front of the records you wish to export. Click on the "Export" icon above the result list. In the "Export" field, indicate whether you wish to export all records on the page (1-10) or whether you only wish to export the selected records. In the "Export to" field, select "RefWorks." Click the "Export" button. A direct export to Refworks should occur. If the direct export doesn't work, click on "Text" in the "Export to" field. Note where you are saving the file and give the file a name you will be able to remember before saving.	OCLC FirstSearch	Select the database you used from the list of database shown after you select the "OCLC FirstSearch" data source.
PrimateLit	Check the boxes in front of the records you wish to export. Click the "Saved Records" button at the top of the page. From the "Format" drop-down menu, select "PrimateLit,." From the "Disposition" drop-down menu, select "Print/Save." Selct "save As" from your internet browser's "File" menu. From the "Save" dialog box's "Save as type" drop-down menu, select ".txt." Note where you are saving the file and give the file a name you will be able to remember before saving.	RIS Format	RIS Format
Cambridge Scientific Abstracts	Check the boxes in front of the records you wish to export or, to select all records on a page, click on "Mark" "all on page" link. Continue to the next step when selecting records from entire result list. Click the "Save, Print, Email " link. Click on the "Export to RefWokrs" button on the page that appears. If the RefWorks log-in page doesn't appear, you will need to click on the CSA "click here" link Log into your RefWorks account. The references should be imported automatically.
SciFinder Plus	Check the boxes in front of the records you wish to export. Click the "Save As" button at the top of the SciFinder screen. A "Save File As" dialog box will appear. Use the "Save as Type" drop-down menu to select "Tagged format, *.txt" Note where you are saving the file and give the file a name you will be able to remember before saving.	ACS Publications	Multiple Databases
Helix (the Library's online catalog)	Check the boxes in front of the records you wish to export. Click on the "Save Marked Records" button Click on "View Saved" button Click on "EndNote/RefWorks" radiobutton Click on "Local Disk" radiobutton Click on "Save" button in box that appears Note where you are saving the file and give the file a name you will be able to remember before saving.	University of Nebraska Medical Center	Helix EndNote/ RefWorks format
Google Scholar	Go to Google Scholar (http://scholar.google.com/) Use Google Scholar's preferences link to reach Scholar customization page. In "Bibiography Manager" section, select "Show links to Import Citations into RefWorks." Click on the "Save Preferences" button. When viewing Google Scholar search results, use "Import into Refworks" link to save a record in RefWorks. After you login to your account, the reference will appear in an editing screen. Review the record, edit as needed, and then click on the "Save Reference" button.
HubMed (Humbed can be used to find PubMed records for all references in an electronic reference list)	Go to HubMed at http://www.hubmed.org Click on the "Citation Finder" link Paste your reference list into the box. Click the "Submit" button. Agree or disagree with the splitting of the references Revise unmatched citations or delete (if not a reference to a journal article) Click the "Done" button (repeat until HubMed records appear). Select records for export. Click the "Export Citations" button Click on the "RIS (e.g. for EndNote)" link. A "File Download" dialog box should appear. You may have to select records and hit the "Export Citations" box a couple times before this happens. Note where you are saving the file and give the file a name you will be able to remember before saving.	RIS Format	RIS Format

Examples of Shared, RefWorks Folders

Who's Writing at UNMC http://www.refworks.com/refshare/?site=037501144998000000/RWWS4A1273175/added%20to%20PubMed%20this%20week: Articles by UNMC and The Nebraska Medical Center authors that have been indexed in PREMEDLINE or MEDLINE within the past week.

Shared Recipe Folder http://www.refworks.com/refshare?site=037501144998000000/RWWS1AA771036/001341151435482000: A searchable, favorite recipe database. This recipe database is an experiment. We thought we'd try creating a favorite recipe folder in an effort to give UNMC folks a new way to play with and use Refworks. You can export these recipes to your own RefWorks account. If you would be willing to share your favorite recipes, enter them in your RefWorks account, send Cindy Schmidt (cmschmidt@unmc.edu) a link to your shared Refworks recipe folder and we'll import your favorites into our shared recipe folder . We'll try to add new recipes at least once a month (with or without recipe contributions from outside the Library).

Sample Records for Electronic Resources and Reference Books

These records were created in 2007 for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Please contact Cindy at cmschmidt@unmc.edu if you note problems with the records or the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style.

Sample RefWorks Records for Stat!Ref ebooks http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/Stat!Ref: Sample RefWorks records for chapters from Stat!Ref ebooks. These records were created for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Replace the chapter title and authors with the information for the chapter you wish to cite. Please check the eBook you're citing to see if edition, author, publisher, etc. information has changed since the sample RefShare record you're using was created.

Sample RefWorks Records for MDConsult ebooks http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/MDConsult: Sample RefWorks records for chapters from MDConsult ebooks. These records were created for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Replace the chapter title and authors with the information for the chapter you wish to cite. Please check the eBook you're citing to see if edition, author, publisher, etc. information has changed since the sample RefShare record you're using was created.

Sample RefWorks Records for AccessMedicine eBooks http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/accessMedicine: Sample RefWorks records for chapters from ACCESSMedicine ebooks. These records were created for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Replace the chapter title and authors with the information for the chapter you wish to cite. Please check the eBook you're citing to see if edition, author, publisher, etc. information has changed since the sample RefShare record you're using was created.

Sample RefWorks Record for a FirstConsult reference http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/FirstConsult: Sample RefWorks records for chapters for a FirstConsult reference. This records was created for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Replace the title, last updated full date, accessed year and accessed month/day with the appropriate information for the FirstConsult item that you wish to cite.

Sample RefWorks Records for eMedicine References http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/emedicine: Sample RefWorks records for eMedicine articles/chapters. These records were created for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Instructions for editing the records to create complete citations are included in the "User 1" field. Replace the authors, title, last updated full date, accessed year and accessed month/day with the appropriate information for the eMedicine item that you wish to cite.

Sample RefWorks Records for UpToDate References http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/UpToDate: Sample RefWorks records for UpToDate articles. These records were created for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Replace the authors, title, last updated full date, accessed year and accessed month/day with the appropriate information for the UpToDate item that you wish to cite.

Sample RefWorks Records for Monographs/Articles from MICROMEDEX Databases http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/article%20from%20MICROMEDEX%20--%20jama%20ebooks%20micromedex: Sample RefWorks records for use when citing specific articles/monographs from MICROMEDEX Databases. These records were created for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Replace the words in the title field ("Enter the section title here") with the title of the monograph/article you wish to cite. Fill in the accessed year and accessed month/day field. Use the -- March 8 -- format when filling in the accessed month/day field.

Sample RefWorks Records for use When Citing an Entire MICROMEDEX Database http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/entire%20MICROMEDEX%20database%20--%20jama%20ebooks%20micromedex: Sample RefWorks records for use when citing an entire MICROMEDEX Database. These records were created for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Fill in the accessed year and accessed month/day field. Use the -- March 8 -- format when filling in the accessed month/day field.

Sample RefWorks Records for use When Citing a Clinical Pharmacology Monograph/Article http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/Clin%20Pharm%20jama%20ebooks%20micromedex: Sample RefWorks records for use when citing specific articles/monographs from Clinical Pharmacology. These records were created for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Replace the words in the title field ("Enter the section title here") with the title of the monograph/article you wish to cite. Fill in the accessed year and accessed month/day field. Use the -- March 8 -- format when filling in the accessed month/day field.

Sample RefWorks Records for Webpages http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/webpage%20jama%20ebooks%20and%20micromedex: Sample RefWorks records for webpages. These records were created for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. Replace the all information with the appropriate information for the webpage that you wish to cite.

Partial Records for use When Citing Specific Chapters from the Print Versions of Several Standard, Tertiary, Drug Information Resources http://www.refworks.com/refshare/?site=037501144998000000/RWWS2AA713496/print%20drug%20books%20jama%20ebooks%20micromedex: RefWorks records for many of the most frequently cited tertiary, drug information resources. These are records for use when citing specific chapters. Fill in the "Authors" (chapter authors), the "Section Title," the "Start Page," and the "Other pages" (end page) fields. These records are optimized for use with the "JAMA -- revised for ebooks and MICROMEDEX -- UNMC" output style. The records were created during February of 2007. Please check the resource you're citing to see if edition, author, publisher, etc. information has changed since the sample RefShare record was created.

contact a librarian: Last updated: May 6, 2008