Answered By: Cindy Schmidt
Last Updated: Aug 22, 2018     Views: 304

No method is perfect.   You can either find and import one record at a time or try to find and import a batch of records.

A.  First I'll describe the process of finding and importing one record at a time.This method has the best chance of producing only the desired references and the best chance of producing correctly formatted references that will not require editing.

1.  Use the RefWorks "Search" menu to select "Online catalog or database".

2.  Search for the first article of interest.  A search for an article's title combined with one of the authors' last names will usually produce a result if the article of interest is represented in PubMed.

3.    Select the needed record and use the "Import to Folder" drop-down or the "Import" button to bring the record into your account.

4.  Repeat steps 1-3 for each reference needed.


B.  The batch method I'll describe utilizes CrossRef and "RefGrab-It" to find and then import up to 50 or 60 records at a time.

1.  If you haven't already done so, install "RefGrab-It".  RefGrab-It" is free software available through the "Tools" menu in RefWorks.  Read the "Install information" on the "RefGrab-It" download page before installing the software.
2.  Create a free CrossRef account and complete the e-mail verification steps.
3.  Go to the CrossRef Simple Text Query page
4.  Enter the e-mail associated with your CrossRef account
5.  Paste up to 50 or 60 references in the CrossRef text search box at one time.
6.  Click the "Include PubMed IDs in results" box.
7.  Click the "Submit" button.
8.  When the CrossRef search results appear, click on RefGrab-It. A little pop-up box should appear.
9.  The RefGrab-It  results will appear in two sections.  You do not want to import the "The Web Page" results, you do want the "Other References."  Click on the "+" next to "Other References"
A screenshot of the RefGrab-It box.  Arrow 9 points to the "Other References" area.  Arrow 10 points to the box in front of "Select All in Section."  Arrow 11 points to the "Import To RefWorks" button.
10.  You can either click on "All In Section" (arrow 10 in figure above) or you can select references individually.
11.  Click on the "Import To RefWorks" button (arrow 11 in figure above).
12.  A RefWorks window will pop-up.  If you are not already logged into RefWorks, you will be asked to do so.
13.  An "Import References" box will open in RefWorks. After the "Import completed" message appears, click on the "View Last Imported" button. 
14.  Look over the list of references and delete duplicates and any undesired references.  The references that CrossRef obtains from PubMed will have little "double-helix" symbols in the grey bar above the references.  These records will require little if any editing.  However, records obtained from other sources will probably require some editing. 

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