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Moving Citations from UTD’s Library Catalog into RefWorks

Method 1: Includes Call Numbers and Library Location

• Perform a search in the Library Catalog.
• With a list of titles on the screen, click the box to the left of the desired titles.
• On the Save Options menu at the bottom of the page select Full Record from the Select Download Format.
• Click the Format for Print/Save button.
• When the Print/Save file comes up, click on File, Save As and save the file as a text file.
• Go to RefWorks from the Library homepage and open your account.
• Place your cursor over References and click on Import.
• Select University of Texas at Dallas in the Import Filter/Data Source drop-down menu.
• Select UT Dallas Library Catalog in the Database: drop-down menu.
• Select Import Data from the following Text File.
• Click on Browse and select the saved .txt file.
• Click on the Import button at the bottom of the screen.
• Your citation(s) will automatically be imported into the Last Imported Folder.

Method 2: Searching from within RefWorks (Includes call numbers but not library locations)

• Go to the Library home page and click on the RefWorks link.
• Login to your RefWorks database.
• Place your cursor over Search and click on Online Catalog or Database.
• Select University of Texas at Dallas from the Online Database to Search; drop-down menu.
• Enter your search terms in either the Quick Search for: box or the Advanced Search for: box(es).

    o Use Quick Search:

      • When you have a single term or phrase to search.
      • You want your term searched in all available fields of a record.

    o Use Advanced Search:

      • When combining several terms using the multiple search boxes and connecting them with the AND or OR connectors.
      • When you want to specify a particular field to search, such as title.

• Click on Search.

o Note: The results of your search will be shown in a temporary RefWorks search results window and will be lost if not assigned to a folder.

• Click in the box to the left of the Ref ID above the title to mark each record you wish to keep.
• Choose Selected to the right of Use:
• Select a folder in the Import to Folder..drop-down menu.
• Click on Import.

o Note: If your search yields more than one page of results, you must select and import results from each temporary RefWorks search results page separately. It is not possible to “retain” selected records from multiple pages of results.