• Creating References (includes putting references from research databases into RefWorks)
• Capturing Information from Web Pages using the RefGrab-It Tool
• Printing Reference Lists & Inserting/Formatting References in MS Word using Write–N-Cite
• Setting Up RefWorks to Include PMCID and NIHMSID Numbers
• Tranferring References from RefWorks into EndNote

The following instructions are also available as a PDF document, RefWorks: The Basics

Creating References

Registering for a RefWorks account 

1. Open a web browser and go to: http://www.library.tufts.edu/ezproxy/ezproxy.asp?LOCATION=RefWorks
2. Select RefWorks >> enter your Tufts UTLN >> Sign Up for an Individual Account.

If you are using RefWorks off-campus, you must enter the following group code: RWTuftsU

Creating a Folder to Store References

1. Select Folders tab >> Create New Folder. Name the folder >> OK.

Creating a New Reference

1. Select References tab >> Add New Reference
2. Under View fields used by >> you can select a citation style or choose “None Selected”.
3. Select a folder and a reference type. Fill in relevant boxes >>Save Reference.
4. To view new reference, choose the folder under View Folder tab.

Attaching PDFs and Word document to a Reference

1. Select the Edit link located on the far right side of a reference.
2. Next to Attachments, select Browse and then select the file you want to attach.
3. Select Add Attachment and Save Reference.
4. To return to the list of references, select Back to Reference List. References with attachments will feature a small paper clip icon next to the Edit link.

Files will be stored by RefWorks and can be accessed anywhere via the Web. There is a 100 MB limit. If would more space added to your account, please contact hhsl@tufts.edu

Putting References from Research Databases into RefWorks:

Ovid

1. Perform a search in Ovid and use the checkboxes to select individual references.
2. Under the Results Manager on the left side of the screen, select the following:
   • Under Results >>Selected Results
   • Under Fields >>Complete Reference
   • Under Result Format >>Direct Export
   • Go to top of the Results Manager  and select Action >>Save
3. Select Export citations to RefWorks >>Continue.
4. RefWorks will open in a new window. Log onto RefWorks.
5. Select View Last Imported Folder.
6. Select All in List. Under Put in Folder, select a folder >>OK.

PubMed

There are two ways of importing citations from PubMed into RefWorks:

Method 1 - Searching PubMed from within RefWorks:

1. In RefWorks, select the Search tab >>Online Catalog or Database.
2. Under Online Catalog or Database to Search >>PubMed
3. Perform search; search results will open in a separate window.
4. In search results window, use the checkboxes to select desired references.
5. Select folder under the pull-down menu for Import to Folder.
6. Close out the search results window

Method 2 - Sending citations from PubMed:

1. Go to PubMed and perform a search. Use the checkboxes to select individual references.
2. On the Display pull-down menu located on the upper left sideof the screen, select MEDLINE. Next to the Display pull-down menu, change Send to to File. Save file onto you computer when prompted.
3. Go to RefWorks and select the References tab >>Import.
4. Under Import Filter/Data Source >>select NLM PubMed .
5. Under Database >>select PubMed and select a folder.
6. Browse for and select the file saved from PubMed >>Import.
   

Google Scholar
To set up the export feature in Google Scholar, go to http://scholar.google.com/:

1. Click on the Scholars Preferences link. 
2. Scroll down to the Bibliography Manager section.
3. Select Show Links to Import into and select RefWorks from the drop-down.
4. Click Save Preferences.

Conduct a search in Google Scholar, then:

1. Click on the link Import into RefWorks at the bottom of the record displayed.
2. Login to RefWorks. You will automatically be brought to the Edit view of the reference.
3. Your record is stored under the Last Imported Folder.  

WorldCat*
This features works best with the Internet Explorer browser.
 

1. Perform a search in WorldCat and use the checkboxes to select individual references.
2. Select the small Export icon located on the upper, gray tool bar (it is located between Print and Help icons).
3. Choose the “Marked Records from the Search” and “RefWorks” radio buttons.
4. Select Export. RefWorks will open in a new window. Log onto RefWorks.
5. Select View Last Imported Folder.
6. Select All in List. Under Put in Folder, select a folder >> OK.

ISI Web of Science

1. Perform a search in ISI Web of Science and use the checkboxes to select individual references.
2. On the right side of the screen, under Output Records, select >> ADD TO MARKED LIST.
3. Select Marked List icon at top of the screen Þselect output fields.
4. Under Step 2 Select an option, select Field Tagged under the first pull-down menu. Select Plain Text under the second pull-down menu. Select Save to File and save file onto you computer.
5. In RefWorks, select References tab >> Import.
6. Under Import Filter/Data Source >> ISI (Institute for Scientific Information).
7. Under Database >> select Web of Science
8. Browse for and select the file saved from ISI Web of Science. 
9. Select Import. Select a folder to import to if desired.

Cambridge Scientific Abstracts (CSA)

1. Perform a search in CSA and use the checkboxes to select individual references.
2. On the All Publication Types tab, select RefWorks.
3. Select Export to RefWorks.
4. RefWorks will open in a new window. Log onto RefWorks.
5. Select View Last Imported Folder.
6. Select All in List. Under Put in Folder, select a folder >>OK.

Tufts Libraries Catalog

1. Select Search tab >>Online Catalog or Database.
2. Under Online Catalog or Database to Search >>Tufts University
3. Perform search. Search results will open in a separate window.
4. In search results window, use the checkboxes to select desired references.
5. Select folder under the Import to Folder… pull-down menu.
6. Close out the search results window.

Capturing Information from Web Pages using RefGrab-It Tool

RefGrab-It works with your Web browser to capture bibliographic information from Web pages and gives you the option to import that data into your RefWorks account.

1. Login to RefWorks, then select the Tools tab >> RefGrab-It.
2. Follow the instructions for installation provided for either the Windows or Mac version of the Web browser you use.
3. Upon completing the installation instructions, a link to RefGrab-Itwill appear on the browser's toolbar.
4. To capture information about a Web page, select the RefGrab-It link on the toolbar.
5. A window will open asking if you want to import a record containing the Web page's information into your RefWorks account. Select “Import.”
6. You will be prompted to log into RefWorks. The record containing the Web page's information will be then be added to your RefWorks account.

Setting Up RefWorks to Include PMCID and NIHMSID Numbers
Created by the University of Wisconsin-Madison Libraries
Beginning May 25, 2008, all NIH applications, proposals, and progress reports must include the PubMed Central reference number (PMCID) when citing an article that falls under the policy and is authored or co-authored by the investigator or arose from the investigator's NIH award. The NIH Manuscript Submission ID (NIHMSID) may be used until the PMCID is issued.

It is important to comply with this policy in its entirety. NIH has indicated that a failure to comply with this statutory requirement may delay a future grant or jeopardize future research funding. For more information and assitance please see NIH Manuscript Submission.

Printing Reference Lists & Inserting/Formatting References in MS Word using Write–N-Cite

To print a list of references from RefWorks

1. Select Bibliography tab.
2. Choose citation a style. Select Format a Bibliography from a List of References.
3. Under File Type to Create, choose a format for the reference list.
4. Choose to include either All References or references from a particular folder. Select Create Bibliography.

Selecting Citation Styles:

1. Login to RefWorks (not Write-N-Cite). If off-campus, enter group code:RWTuftsU
2. Select Tools tab >> Output Style Manager. The Output Style Manager will open.
3. Select as many citation styles as you wish for the list provided and select Add to Favorites.

Inserting References and Formatting the Bibliography

Installing Write-N-Cite

1. Login to RefWorks, then select the Tools tab >> Write-N-Cite.
2. Choose either the Windows or Mac version. Save the file onto your Desktop.
3. Select the wncinstall icon on your Desktop to install the Write-N-Cite program.
4. When you open MS Word, the Write-N-Cite icon should appear at the top right and under the Tools menu.

Inserting Citations

Create and save a MS Word document. To insert a citation in the Word document, select the Write-N-Cite icon. Then:

1. Login to RefWorks. If off-campus, enter group code:RWTuftsU
2. A complete list of your saved references will appear.
3. Select a reference to insert into your manuscript and select Cite. Write-N-Cite will automatically insert the citation with opening and closing curly brackets as well as the Ref ID, Author Last Name and Year. It is not what your final citation will look like.
4. To cite a more than one reference in the same location, click the Cite links for the other references. The reference information is automatically inserted in the same set of curly brackets.

Formatting the Bibliography:

Note: Large graphics may cause problems with formatting. Remove any large pictures before formatting.

1. Open an MS Word document containing RefWorks citations and select the Write-N-Cite icon. Login to RefWorks. If off-campus, enter group code:RWTuftsU
2. Select the Bibliography tab.
3. Choose citation a style and select Create Bibliography.
4. Your document should reflect the citation style you select. Select Save to save your document. If you need to select a different style, open up your document and login to Write-N-Cite. Repeat steps #2 and #3 above.

Transferring References from RefWorks into EndNote

Login to your RefWorks account and then:

1. Select References >> Export
   
2. Select which references to include >> under Export Format, select Bibliographic Software (EndNote,Reference Manager,ProCite)
   
3. Select Export to Text File. A new window or tab will open displaying references in text format.
   
4. From your web browser select File >> Save Page As...>> name and save the text file.
   

Open up the EndNote library in which you will transfer the references from RefWorks. Then, in your EndNote library:

1. Select File >> Import
   
2. Browse for and select the text file exported from RefWorks.
   
3. Under Import Options >>choose Tab Delimited*
   
4. Select Import.

*While newer versions of EndNote offer RefWorks as an import option, it doesnot appear to function properly. Tab Delimited, however, does appear to work.

For more information on RefWorks please contact HHSL:

Email: hhsl@tufts.edu

Phone: 617.636.6705

RefWorks: Rsources & Information
Created by the North Carolina State University Libraries