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• Access RefWorks

Contents

• Access
• RefWorks Help
• Import References from Databases
• Write-N-Cite
• FAQ

RefWorks is a web-based research management tool that allows users to:

• build and manage personal citation databases;
• import references from various databases available via the Library;
• generate bibliographies in a variety of citation styles;
• create in-text references and footnotes within MS Word by using Write-N-Cite; and
• export bibliographies in several document types (e.g. Word, RTF, HTML).

Access

First-time users are required to sign up for an individual account. It is recommended that you do not use your ITSC login and password for security reasons. Please also see FAQ - System Requirements.

You will need to enter a group code only when you are not logged into the University's network. Please email LBONLINE for more information.

RefWorks Help

1. RefWorks Tutorial - An interactive tool that guides you step-by-step on how to use RefWorks. Hands-on exercise is also available.
2. RefWorks Quick Start Guide - A handy manual that provides instructions on RefWorks.

Import References from Databases

RefWorks provides three options for adding references to your database:

• Direct Export - Export citations to RefWorks directly from databases with just a few clicks. Only works in selected databases.
   
• Import Data from Saved Text Files - Save references as a text file (.txt) in the databases and export to RefWorks using different filters.
   
• Manual Import - For databases that do not have the above two features, users can manually add references to RefWorks by entering the required information.

Below you will find importing procedures for major databases the Library subscribes to.

HKUST Library Catalog 中國期刊全文數據庫 American Chemical Society Cambridge Scientific Abstracts Databases EBSCOhost Research Databases FirstSearch Databases Google Scholar IEEE Xplore JSTOR LexisNexis Academic

MathSciNet Ovid ProQuest ScienceDirect SciFinder Scholar Scirus Scopus SpringerLink Web of Science Wiley Interscience

For databases not listed here, please refer to RefWorks Help pages.

Databases

HKUST Library Catalog

Export Record by Record

1. Conduct your search in the Library Catalog.
2. On a particular record, click Export to RefWorks icon.
3. You will be prompted to log in to RefWorks if you have not already done so.
4. Your records should appear in the Last Imported Folder.

Export A Batch of Records

1. Conduct your search in the Library Catalog.
2. On the list of results, mark the records that you want to export.
3. Click Save Marked Records, then Export Saved List at the top menu.
4. Click the Export Saved list link again.
5. Choose Send List to Local Disk and then Submit.
6. Save the file to your local drive.
7. Log in to RefWorks.
8. Select References / Import from the toolbar.
9. Select Hong Kong University of Science & Technology as the Import Filter/Data Source and Hong Kong University of Sci & Tech (full display) [Innovative Interfaces INNOPAC] as the Database.
10. Browse to locate the text file you saved to your computer.
11. Click Import and your records should appear in the Last Imported folder.

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中國期刊全文數據庫 CAJ Full-Text Database

1. Conduct your search.
2. Mark the records you wish to save by checking the boxes.
3. Click on 存盤.
4. Select one output option for 輸出格式 and click RefWorks.
5. Save the txt file to your computer.
6. Select References / Import from the toolbar.
7. Select RefWorks Tagged Format as the Import filter and Database.
8. Browse to find the text file you saved to your computer.
9. Select UTF-8 as the Encoding.
10. Click Import and your records should appear in the Last Imported folder.

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American Chemical Society (ACS)

1. Conduct your search.
2. Mark the "Select Citation" boxes for the records you want to export.
3. Click Download Selected Citations.
4. Choose the type of download.
5. Select RefWorks in the drop-down box and click Download.
6. Click Export to RefWorks button.
7. Your record should appear in the Last Imported Folder.

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Cambridge Scientific Abstracts Databases

1. Conduct your search.
2. Select the records you want to export and click the RefWorks icon.
3. Click the Export to RefWorks button and the references will be automatically exported to RefWorks.
4. Your records should appear in the Last Imported Folder.

If you do not see a RefWorks link, click the Save, Print, Email link.

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EBSCOhost Research Databases

1. Conduct your search.
2. Mark the records you wish to save by clicking Add to Folder.
3. When you have marked all your records, under Folder has items, click Folder View.
4. Mark the records you want to export and click the Export icon .
5. Select Direct Export to RefWorks, and click Save.
6. You will be prompted to log in to RefWorks if you have not already done so.
7. Your records should appear in the Last Imported Folder.

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FirstSearch Databases

1. Conduct your search. Mark the references you want to export.
2. Click the Export button.
3. Select RefWorks in the Export To: section, then click the Export button.
4. The export will open RefWorks if it is not already open and automatically import the references.
5. Your records should appear in the Last Imported Folder.

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Google Scholar

To activate the direct export function, you must configure Google Scholar by clicking the Scholar Preferences link and selecting RefWorks as your default in Bibliography Manager.

1. Conduct your search in Google Scholar.
2. Each record displayed will have an Import into RefWorks link. Clicking on the link will launch the RefWorks login page.
3. Once you have logged in, you are brought automatically to the Edit view of the reference. If you do not wish to edit the record, you can navigate to any other area of RefWorks.
4. Your record is stored in the Last Imported Folder.

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IEEE Xplore

1. Conduct your search.
2. Mark the records you wish to save by checking the boxes.
3. Click on view selected items to retrieve the records.
4. In the Download Citations box on the left of the page, select Citation from the drop-down menu, and RefWorks in the second drop-down menu.
5. Click >> to proceed, you will be prompted to log in to RefWorks if you have not already done so.
6. Your records should appear in the Last Imported Folder.

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JSTOR

1. Conduct your search.
2. Select the records you want to export and click Export this Citation.
3. You are brought to the Export Citations page and select RefWorks.
4. You will be prompted to log in to RefWorks if you have not already done so.
5. Your records should appear in the Last Imported Folder.

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LexisNexis Academic

1. Conduct your search on LexisNexis.
2. Check the boxes of the records you want to export.
3. Click Export Bibliographic References .
4. Select Document Range and click Export.
5. You will be prompted to log in to RefWorks if you have not already done so.
6. Your records should appear in the Last Imported Folder.

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MathSciNet

1. Perform your search.
2. Click on Clipboard to select the records you want to export.
3. At the top of the page, select Clipboard to view the items you have saved.
4. Choose Citations (BibTex) in the Select Format drop-down menu.
5. Click SaveClip.
6. Using your browser's Save As function, save the file in a text (.txt) format.
7. Log in to RefWorks.
8. Select References / Import from the toolbar.
9. Select BibTex as the Import Filter/Data Source and MathSciNet (AMS) (BibTex format) as the Database.
10. Browse to locate the text file you saved to your computer.
11. Click Import and your records should appear in the Last Imported folder.

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Ovid

1. From your search results, select the items you wish to save by clicking the checkboxes to the left.
2. In the Results Manager menu at the bottom, select one of the Field options (e.g. Citation+Abstract).
3. Select Direct Export for Result Format.
4. Click Save in Actions.
5. Select Export results to RefWorks and click continue.
6. You will be prompted to log in to RefWorks if you have not already done so.
7. Your records should appear in the Last Imported Folder.

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ProQuest

1. Conduct a search and mark the references you want to export.
2. Click the Export link.
3. Select Export directly to RefWorks.
4. The export will open RefWorks if it is not already open and automatically import the references.
5. Your records should appear in the Last Imported Folder.

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ScienceDirect

1. Conduct your search.
2. Mark the records you wish to save by checking the box next to each record.
3. Click Export Citations.
4. Specify Content Format and select RefWorks Direct Export.
5. Click the Export button and it will open RefWorks Login page.
6. Log in to RefWorks.
7. Your records should appear in the Last Imported Folder.

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SciFinder Scholar

1. Conduct your search and select the references you want to export.
2. Select Save As from the top of the search screen.
3. Enter the filename and choose Tagged Format (.txt) as the Save As Type.
4. Log in to RefWorks.
5. Select References / Import from the toolbar.
6. Select CAS SciFinder as the Import Filter/Data Source and CAPlus as the Database.
7. Browse to locate the text file you saved to your disk.
8. Click Import.
9. Your records should appear in the Last Imported folder.

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Scirus

1. Mark the records you wish to save by checking the box next to each record.
2. Select Export Checked Results.
3. In the Export area, select Citations, abstracts and keywords.
4. Select RIS as the File Format.
5. In the Save or Display area, select Save File to Disk or Open Reference Software.
6. Click Export and you will be prompted to save the file in RIS format.
7. Log in to RefWorks.
8. Select References/Import from the toolbar.
9. Select RIS Format as the Import Filter/Data Source and the Database.
10. Browse to find the text file you saved to your computer.
11. Click Import.
12. Your records should appear in the Last Imported Folder.

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Scopus

1. From your search results, select the items you wish to save by clicking the checkboxes to the left of the citations.
2. Select Output beside the Citation Tracker button.
3. Select Export for the desired output type.
4. RefWorks direct export and Citations only are the defaults for Export format and Output. You can switch to your desired output format.
5. Click the Export button.
6. Log in to RefWorks if you have not already done so.
7. Your records should appear in the Last Imported Folder.

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SpringerLink

1. Conduct your search.
2. Click Add to marked items to mark records for export.
3. Select Marked Items on the left-hand navigation menu.
4. Click on the Download This List icon at the top.
5. Select RIS to export the citations.
6. You will be prompted to save a .ris file to your computer, so click the Save button.
7. Log in to RefWorks.
8. Select References / Import from the toolbar.
9. Select RIS as the Import Filter/Data Source and Database.
10. Browse to locate the text file you saved to your disk.
11. Click Import and your record should appear in the Last Imported folder.

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Web of Science

1. From your search results, select the items you wish to save by marking the checkboxes to the left of the citations.
2. Scroll down to the bottom page and find Output Records.
3. In Output Records, choose your options. Select Save to Plain Text in the drop-down box.
4. Click Save to get the text file.
5. Log in to RefWorks.
6. Select References/Import from the toolbar.
7. Select ISI (Institute for Scientific Information) as the Input Filter/Data Source and Web of Science as the Database.
8. Browse to find the text file you saved to your computer.
9. Click Import.
10. Your records should appear in the Last Imported Folder.

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Wiley InterScience

1. Conduct your search.
2. Select the records you want to import.
3. Click Download Selected Citations at the bottom of the screen.
4. Select Plain Text as your format and Abstract and Citation as your Export Type. Also select the appropriate file type.
5. You will be prompted to save a .txt file to your computer. Enter filename and click Save.
6. Log in to RefWorks.
7. Select References/Import from the toolbar.
8. Select Wiley InterScience as the Input Filter/Data Source and as the Database.
9. Browse to find the text file you saved to your computer.
10. Click Import and your records should appear in the Last Imported Folder.

Back to Table

Write-N-Cite

Write-N-Cite is a tool that allows users (See FAQ - System Requirements) to run RefWorks in their word processor. With Write-N-Cite, users can create a document with in-text references easily. To use this feature, you must first download and install the Write-N-Cite program on your computer. In RefWorks, go to Tools, then choose Write-N-Cite. Refer to the Quick Start Guide for detailed instructions.

If you are using Write-N-Cite from off-campus, you must configure the setting by loading the WNC Proxy Configuration Utility:

For Windows Users:

• Install Write-N-Cite as detailed above.
• Click Start, select Programs and RefWorks.
• Select WNC Proxy Configuration Utility.
• Enter in the Proxy Server URL box: http://ezproxy.ust.hk/login?url=https://www.refworks.com/Refworks/?WNC=true.
• Click OK.

For Mac Users:

• Install Write-N-Cite as detailed above.
• Start Write-N-Cite.
• Select Preferences from the Write-N-Cite menu.
• Select the Proxy options and type: http://ezproxy.ust.hk/login?url=https://www.refworks.com/Refworks/?WNC=true.
• Restart Write-N-Cite.

Please contact lbonline@ust.hk if you have any problem installing Write-N-Cite.

FAQ

Visit the RefWorks FAQ for more information.

1. What are the system requirements for RefWorks?
2. What are the system requirements for Write-N-Cite?
3. I am using Mozilla Firefox and having problems accessing RefWorks. Is there any solution?

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1. What are the system requirements for RefWorks?

   Browsers:

   • Internet Explorer Version 5.0 or later (Windows only).
   • Netscape Version 6.0 or later (Windows and Mac).
   • Firefox 1.X or later (Windows and Mac).

   Word Processors:

   • Word for Windows 2000 or later.
   • Word for Mac 98 or later.
   • You can also use any word processor including Ami-Pro, FrameMaker, OpenOffice, StarOffice, Word Perfect or any other program which allows you to save your files as RTF.

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2. What are the system requirements for Write-N-Cite?

   Write-N-Cite is only compatible with MS Word. All other word processing software users should use One Line/Cite View for their documents.

   Write-N-Cite for Windows is compatible with the following applications:

   • Microsoft Word 2000 or later.
   • Windows 98, ME, NT, 2000, XP or VISTA.
   • Internet Explorer 5.0 and up.

   Write-N-Cite for Macintosh is compatible with the following applications:

   • Microsoft Word for Mac 98 and up.
   • Mac OS X version 10.3 or later.

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3. I am using Mozilla Firefox and having problems accessing RefWorks. Is there any solution?

   Yes. In FireFox, look for a blue exclamation point icon in the lower left-hand side of your screen; it's just to the right of the lock icon. Click the exclamation point icon and in the "Blocked Popups" window that appears, click "Unblock Site". Next, select your browser refresh button and you should see the RefWorks login screen.