RefWorks

1. Use the OneSearch tab on the search widget found on the Libraries' home page to search for a topic of interest.
2. You can transfer citations to RefWorks individually or as a group of citations
3. Individual transfer:
   • Click on the "Show Actions" ellipses (...) to the far right of the citation.
   • Click on the "RefWorks" icon that displays in the actions toolbar.
   • If given a warning about interacting with a third party, click on the "Continue" button.
   • If presented with a choice between Legacy RefWorks and New RefWorks, select the option that applies. If you are using this guide, then most likely the New RefWorks option applies.
   • If asked, login to your RefWorks account.
   • RefWorks will ask if you want the citations imported to your "Main account" or a different Project, which applies if you have set up/ different projects that are accessed by different individuals within your RefWorks account. Under most circumstances, you will select your "Main account".
   • Once logged in, the citation should be transferred to your RefWorks account.
4. Group of citations transfer:
   • Login to OneSearch with your Bear ID and password in order to save citations to "My Favorites".
   • Click on the "Pin" icon that is associated with each citation, which moves the citation to "My Favorites".
   • Once you've completed adding citations to "My Favorites", click on the "Pin" icon to the left of your name (upper right of the display). 
   • Select all of the citations to be transferred to your RefWorks account. Note, you can select all of the citations in the list by clicking in the top-level checkbox that identifies the number of items listed (i.e., 5 items).
   • Note that once you select one or more items the toolbar to the right of the "My Favorites" label is activated; these are actions that can be applied to all of the selected citations..
   • Click on the "Show Actions" ellipses (...) to the far right of this toolbar.
   • Click on the "RefWorks" icon that displays in this actions toolbar.
   • If given a warning about interacting with a third party, click on the "Continue" button.
   • If presented with a choice between Legacy RefWorks and New RefWorks, select the option that applies. If you are using this guide, then most likely the New RefWorks option applies.
   • If asked, login to your RefWorks account.
   • RefWorks will ask if you want the citations imported to your "Main account" or a different Project, which applies if you have set up/ different projects that are accessed by different individuals within your RefWorks account. Under most circumstances, you will select your "Main account".
   • Once logged in, all of the selected citations should be transferred to your RefWorks account.
5. Always remember to review the citations after they have been transferred to RefWorks to make sure the information has transferred correctly.

The Baylor University Libraries subscribe to hundreds of databases and other digital content.  The steps below should work with most of these databases. Note: You must have the "Save to RefWorks" button installed on your browser.

1. To get to the libraries electronic resources, go to the Baylor Libraries’ home page (http://www.baylor.edu/lib).
2. Select the “Databases” tab and look for a database of interest, either by searching for it or by browsing the a subject category.  
3. Click on the link to database of interest.  Alternatively, if you want to use Google Scholar, go to scholar.google.com.
4. Search a topic of interest.
5. To capture multiple citations:
   • Click on the "Save to RefWorks" button while viewing a list of search results.
   • All the citations on the page should appear in the right sidebar.
   • Identify which citations you want to send to RefWorks by clicking the checkbox to the left of the citation, or if you want all of the citations, click on the checkbox to the left of "Select All".
   • Edit the metadata for each citation by clicking on the right-facing arrow to expand the metadata fields.
     
   • Use arrows to move through each citation in edit mode.
   • Click the "Save to RefWorks" button when ready.
6. To capture a single citation:
   • Click on the link for the citation of interest
   • Click on the "Save to RefWorks" button.
   • Edit the metadata if appropriate.
   • Click the "Save to RefWorks" button when ready.
7. Once the citations have been transferred to your RefWorks library, you can view, edit the metadata, and associate them with appropriate subject folders. Remember, the best time to edit citations and associate them with subject folders is when they are first imported into RefWorks.

If you have downloaded PDFs to your local computer, you can drag and drop them into your RefWorks library.  Two caveats:

• If the PDF is just an image of the article, chapter, report, etc., RefWorks will be unable to find any metadata (author, title, journal title, etc.) about the article. Nor will RefWorks be able to search the full text. You can identify a PDF that is an image when you click on a page, and the entire page highlights instead of individual words.
• RefWorks ability to analyze the metadata associated with the PDF is limited to the quality of the metadata associated with the PDF, so after using "Drag and Drop" to put a PDF into your RefWorks library, check the metadata to make sure it is accurate.

To perform drag and drop, do the following:

1. Since you can drag a PDF (or multiple PDFs) to any folder in your RefWorks library, be sure to select the appropriate folder for the PDF.
2. Click and drag the PDF(s) from your computer to the appropriate folder in your RefWorks library.
3. Depending on the number of PDFs and the size of the PDF(s), the amount of time it takes RefWorks to analyze and upload the PDF can vary.
4. Once the PDFs have been transferred to your RefWorks library, you can view, edit the metadata, and associate them with appropriate subject folders. Remember, the best time to edit citations and associate them with subject folders is when they are first imported into RefWorks.

Occasionally you may need to add citations to RefWorks by keying in the appropriate information. To do so, do the following:

1. Click the "Add a Reference" icon. 
2. Select "Create a new reference".
3. Select the reference type: Journal, Book, Book Chapter, etc.
4. Begin by typing the title. RefWorks will use its document recognition feature to attempt to auto-complete the reference fields for you by providing you with suggested citations.
5. Look for the "Find and Complete" symbol to the right of the title field 
6. Scroll to the bottom of the reference to see the suggestions and click on the title of the reference you wish to add.
7. Even with auto-complete, always check the accuracy of the data in the fields.
8. ​Click on the "Save" button to save the citation in your RefWorks library.
9. Move the citation to the appropriate folder.