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Lol All Refworks Bibliography

Creating A Simple Reference List

In RefWorks you can create a bibliography from a list of references, without creating a document. This reference list may contain your entire database, the references in your My List area or a folder or you can select a specific references from which to create the bibliography.

Formatting a Bibliography from a List of References

There are several ways to create a simple Reference List within RefWorks:

You can select a group of references and easily create a formatted reference list in HTML, which you can copy and paste into any document.  Before you begin, make sure the output style you need is listed in your Favorites list.

  1. Select the references you want to use and right-mouse click on the selection option (Selected, Page or All in List) and choose Create Bibliography.  To select a folder or references, click the folder name on the Quick Access bar.

You can also create a reference list from the menu options.

  1. From the menu, select Bibliography, then select Create Bibliography.  

  1. Under Output Style, select the style you wish to use.  

  1. Under Reference to Include, choose Selected, Page or All in List.   (Tip:  make sure you are already viewing the references you wish to use, either from search results, a folder view or All references view).

  2. Under File Type, select the file format you wish to create (Text, HTML, RTF (Rich Text), Word for Windows (2000 or later), or Word for Mac (98 or later) or OpenOffice (.odt).

  3. Click Create Bibliography.

  4. Follow your browser's instructions for viewing the file and be sure to save the document to your computer before closing.

Note:  When generating a Reference List from the Bibliography area, the final output is sorted based on the output style you have chosen.  If the output style is based on the order cited in a document, since there is no document, it defaults to alphabetical by first author.

Email it: After the bibliography is created you may also email the list.  The email address in your RefWorks account is automatically entered, but you can overwrite it with another address.  Only one email address can be entered.

Creating a Reference List Using the Print Option

The Print option allows you to create a reference list without having to have your references in the same folder.  You can preview your list of references or copy and paste them into a document.

To create a reference list from search results or from a View:

  1. Locate your references to print (by Searching within RefWorks or selecting View, All References or View, Folder and a specific folder).

  2. Determine the sort order for your list from the Sort By drop-down.

  3. Select the specific reference(s) by clicking on the check box to the left of the Ref ID. You can also select Page or All in List.

    :  If you select individual references to print, they must all be on the same page.  This is why you must determine your sort order first. RefWorks displays 25 records per page, so if you need more than 25 selected references to print, you can increase the number displayed per page in theCustomizearea.

  4. Once you have identified the records to print and your sort order, click on the Print icon or drag the references to the Print References link on the Quick Access bar.  

  5. Select the appropriate Output Style and click the Print References button.

  6. Follow your browser's instructions for viewing the file and be sure to save the document to your hard disk before closing.

Note:  References will print in the sort order determined in your view and will override the output style sort order.




Customizing RefWorks

The Customize area is where you can make some choices about how your references display, whether you want to enable certain features, even rename specific fields in your account.

The Customize area has six sections:

  • Reference List Options -- where you set the number of records per page, customize the Switch to drop-down and enable the folder name display.

  • Startup Options -- where you establish default folder display, sort order and language sort.

  • Import Options -- the area to enable a source type for all your imported references and the ability do display electronic source related fields after import.

  • RefWorks Links -- allows you to enable/disable the PubMed and Scopus linking features.

  • Reference Edit Options -- allows you to enable/disable the Term Assistant feature that assist you in filling in author names, descriptors and periodical names.

  • User Field Options -- allows you to re-label the fifteen User Defined fields that are part of every reference.

To access the Customize area, click on the link along the top of the web page or click Customize on the Quick Access bar.

Reference List Options

Number of References Per Page

By default, only 25 references will display per page.  You can change the number of records displayed.  Replace the current References Per Page number and click Save.  You can choose to display up to 500 records per page, however, the more records per page you display, the longer it can take to appear on your screen.  

Note:  if you set a large numbers of references on a page to display, it will take several seconds for each page to load.  If you find that the pages are loading too slowly, we suggest lowering the number displayed per page.

Output Style Choices for Reference View

There are several ways to view your references and a variety of functions may be performed from each view. To learn more about the all the view, see Viewing References.  You can also learn about the functions that can be performed from each view, see Managing References.

To choose up to three output styles "views" in addition to the regular views offered (Standard View, One line/Cite view and Full View):

1. Select Customize from the upper right-hand corner of your account.

2.  Select an output style from the drop-down (You can choose one for each of the three drop-downs for a total of three choices).

3.  Click Save Customized Settings at the bottom of the page.

To view your references in one of these output styles, go to View all References, or View/Folders and select a folder.

In the Switch to drop-down, select your output style.  The screen will refresh and your references will be displayed according to the output style chosen.

Selecting output styles for viewing your references is a good way to get a preview of how your references would look in a bibliography.

Show Folder Information for Each Reference

In any View of your references (with the exception of One line/Cite view), RefWorks can display the name(s) of the folders your reference is stored in.  

In the grey record separator, in the right-hand corner, a folder icon is displayed along with the name(s) of the folders the reference is stored in.  

You can enable or disable this feature in the Customize area.  Simply select Yes to have the folder names displayed or No if you do not want them to display.  Yes is selected by default.

Author Resolver™ Links

RefWorks features an author information service that links author names from your RefWorks database to possible matching concise profiles about the authors. The Author Resolver™ service draws from Scholar Universe™, a multi-disciplinary, editorially controlled database of nearly 2 million authors, researchers, and scholars. The Author Resolver™ concise profile includes an author’s current affiliation, education, a statement of expertise and most recent publications.

Within your RefWorks database, an  icon displayed next to an author name indicates a potential author profile match. When you click on the icon, a new window opens up displaying a list of potential profile matches.

The level of confidence of the accuracy of the match is indicated with bars; the higher the bars, the more likely it is that a profile is an accurate match to your selected author.  You can determine when RefWorks will display the person icon by selecting a level of certainty (bars), as we well as having the option to disable the feature.

By default, the Show 2 Bars or More option is selected.  Make any changes by selecting a new option from the drop-down.  Make sure to save your changes by clicking on the Save button at the bottom of the page.

  • Note:  The person icon is only displayed in the Standard View or Full View (when viewing a list of references) or by clicking the View link for a specific reference.

Automatically Mark Duplicates

RefWorks automatically marks duplicates (the most recently added record) for deletion when the duplicate check is performed. If you have more than two copies of the record, only the most recently added record will be marked for deletion.  You can disable this automatic selection by selecting No to the Automatically Mark Duplicates option.  Don't forget to save your changes.

Start Up Options

In this area, you can designate a specific folder to open when you log into your RefWorks account.  By default, RefWorks will open to the All References view, unless you select a specific folder from the drop-down.

You can also choose a default sort order for your references.  The default sort order is Author, Primary, however you can select any of our sort options from the drop-down.

Another start up option is the data sort language.  This option allows users to determine the language they would like their records to sort in.  This option impacts viewing of references in the search results when searching within RefWorks, as well as the various Lookups (Author, Descriptor, Periodical) and how references lists and bibliographies are sorted.

Search results from the Search/Online Catalog or Database area are not included as the sort is determined by the data vendor/catalog you are searching.

To create Start Up Options:

1. Select the folder, sort order or language from the drop-down menus.

2. Click Save Customized Settings.

Import Options

Import options is where you can set a default Source Type by choosing either Print or Electronic from the drop-down.  Any records imported (via direct export or tagged text)will be given the source type you select.  By default, the source type is Print.  The source type can influence your output in a bibliography, depending on the output style you choose.

You can also choose to Show Option for Global Edit ofElectronic Source Related fields automatically display for editing upon import.  The Electronic Source Related fields allow you to easily add electronic source information such as data source, database name, links to the data vendor and the last imported date.  If you fill in this information after an import, all records in your last imported folder will be globally edited with that information.

RefWorks Links

The RefWorks Links area is where you can enable/disable linking to:

When you enable linking, an icon appears along with various links back to the data vendor for additional information.  Click here for information on RefWorks: Scopus Edition linking or here for information on PubMed Links.

  • To enable a link, click "Yes" next to Show PubMed and/or Show Scopus.  

  • To disable linking, click "No" next to Show PubMed and/or Show Scopus.

  • Click Save Customized Settings.

Reference Edit Options

The Reference Edit Options is where you can enable or disable the Term Assistant feature.  The Term Assistant assists you when entering information in the author, periodical or descriptor fields.  For more information on the Term Assistant, click here.

  • To enable the Term Assistant, click Yes

  • To disable the Term Assistant, click No.

  • Click Save Customized Settings.

You can also set a default Output Language for any imported or manually entered references.  To set a Default Output Language:

  • Click on the Default Output Language drop-down and select a language.

  • Click Save Customized Settings.

User Field Options

There are 15 separate User Definable fields to which users may add personal notes and comments. These fields can be assigned custom field names that display when adding a new reference, editing a new reference, in the output style editor and in the Advanced Search options.

Custom labels are applied throughout your RefWorks database -- all records will have the same field label for the User Defined field you assign it to.

To add a custom field label:

  • Type in the text as you want it to appear in the box next to the field name you wish to modify.

  • Click Save Customized Settings.



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