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RefWorks for Embase: Activity 5: Add to RefWorks manually or on FindIt

Activity 5: Add to RefWorks manually or on FindIt

  • Open another web browser tab or window (leaving RefWorks open). Log in to FindIt@Bham again and use the Article Search option in the drop-down menu by the search bar.
  • Search on a topic of your choice, or (for example) using the words: "human genome" medicine
  • From the list of results that match your search criteria, find an article or articles which you would like to import to RefWorks. Tick on the pin icon by the article information to send this to your Favourites. Select another article or articles.

           

  • Click the pin icon at the top right of the screen to go to your Favourites.  
  • Select articles by ticking the boxes to the left of each, or "All" at the top of the list
  • Click on the three dots at the top, and choose the option for RefWorks

            

 

  • Select the blue-logo RefWorks on the right in the next screen: this should send your results to your RefWorks account
  • You can move the articles to named folders using the folder icon at the top

 

Suppose we wish to add the following book, available from Library Services, to RefWorks:

  • Moore, K.L. (2018) Clinically oriented anatomy. 8th edn. Philadelphia : Wolters Kluwer.
  • Open another web browser tab or window (leaving RefWorks open). Log in to FindIt@Bham again and use the Library Catalogue option in the drop-down menu by the search bar.
  • Search for the book
    • Tip: 
  • Tick on the pin icon by the book information to send this to your Favourites. Select another article or articles.

           

  • Click the pin icon at the top right of the screen to go to your Favourites.  
  • Select the book record by ticking the box to the left 

            

 

  • Select the blue-logo RefWorks on the right in the next screen: this should send your results to your RefWorks account
  • You can move the articles to named folders using the folder icon at the top

To add to a folder:

  • Drag and drop the references to the folder (from the left-hand menu) that you have created (e.g. ResearchProject_Sept18). To see what information has been transferred into RefWorks, click once on any reference and information will appear in a column on the right

 

To add reference details manually in RefWorks:

Click the + button - top right - and choose Create New Reference. 

A panel will appear on the right side of the screen. 

2. Select the source type (book, journal article, etc) from the drop down menu. 

3. Enter the title into the Title field.

4a. As a shortcut, once you have entered the title, click the lightning-looking button on the right (see the screenshot below). This will look through the metadata database to try to find a match. If it finds one, just click it in the list that appears at bottom, and it will fill in all the rest of the citation information.

 

4b. Or: just finish filling the fields out manually.

5. Click Save at the top to save the citation.

To add a PDF to RefWorks, or upload a file of references (eg a .ris or .txt file downloaded from Cochrane)

Click the + button - top right - and choose Upload Document.

  • Browse for and choose your PDF
  • NB: with newer PDFs, the details may be transferred automatically into the RefWorks entry.  However, for older PDFs, you will need to enter these manually into the right-hand panel, as with a standard manual entry (create new reference, see earlier tab in this section)

 

To add a file of references to RefWorks, use the Import References option in the panel above.  

  • These may be from an external PubMed search, or when using the Cochrane Library.
  • See details in the next section of this guide on PubMed and Cochrane (NB: the PubMed details are based on using the PubMed search from within RefWorks itself)

 

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