Summary of "What is RefWorks Reference Manager"

Summary of “What is RefWorks Reference Manager”

The video provides an overview of RefWorks, an online reference management tool designed to assist researchers in organizing, storing, sharing, and citing references efficiently during research and writing.

Main Ideas and Concepts

Purpose of RefWorks

RefWorks helps users manage research references and collaborate with other researchers by organizing and storing references, sharing them, and generating citations and bibliographies automatically.

Importing References into RefWorks

References can be imported directly from library databases or platforms like Google Scholar using the direct export option.
If direct export is unavailable, users can export an RAIS file for import.
Users can select the destination folder, import tags, search for full text, and choose to ignore duplicate references during import.
For websites without export tools, a browser bookmarklet called Save to RefWorks can be used to scan the page, extract reference information, and save it to RefWorks.

Organizing References

References can be organized into folders by dragging and dropping.
Folders can be created for different research projects, classes, or other organizational needs.
Folders can be shared with collaborators, enabling team access to the same references during joint research or writing.

Using RefWorks While Writing

RefWorks offers citation management tools to insert citations and bibliographies easily into documents.
The RefWorks Citation Manager (RCM) is an add-in for Microsoft Word (Windows, Mac, and Word Online for Office 365).
- After logging in, RCM syncs references from the RefWorks account.
- Users can search or browse references in a sidebar, edit references, and insert citations at the cursor location.
- Bibliographies can be generated and updated automatically in the chosen citation style.
- Citation styles can be switched and updated dynamically.
For Google Docs users, there is a RefWorks add-on available via Google Marketplace offering similar functionality to RCM, including collaboration features.

Additional Resources

The video points to a customer knowledge center (linked in the video description) for further information on creating accounts, using RefWorks tools, migrating references from other systems, and more.

Methodology / Instructions for Using RefWorks

Importing References

Search for references in a database or Google Scholar.
Use the direct export option to send references to RefWorks.
If unavailable, export an RAIS file and import it into RefWorks.
Use the Save to RefWorks bookmarklet for web pages without export options.
During import, select folder destination, import tags, full-text search, and duplicate handling.

Organizing References

Create folders for different projects or subjects.
Drag and drop references into folders.
Share folders with collaborators to enable shared access.

Citing References in Documents

Install the RefWorks Citation Manager add-in for Microsoft Word or the RefWorks add-on for Google Docs.
Log into your RefWorks account within the add-in.
Search or browse references in the sidebar.
Insert citations by clicking “cite this.”
Enable and update bibliographies automatically.
Change citation styles as needed via the options menu.