Mendeley as a Reference Manager
Mendeley as a Reference Manager
Woon Qingyong
APAC Market Development Manager
Aug 2016
Mendeley Profile: https://www.mendeley.com/profiles/qingyong-woon1/
It’s time to change the way we do research.
What you will learn by the end of this session
Mendeley as a Reference Manager
1.
2.
3.
4.
5.
Have a Mendeley account
Download Mendeley Desktop
Search and Save papers
Read papers, highlight and annotations
Insert citations and bibliographies
It’s time to change the way we do research.
End Result
Getting ready
It’s time to change the way we do research.
Sign up for an account
www.mendeley.com
It’s time to change the way we do research.
Sign up for an account
www.mendeley.com
It’s time to change the way we do research.
Sign up for an account
www.mendeley.com
It’s time to change the way we do research.
Sign up for an account
www.mendeley.com
It’s time to change the way we do research.
Download and install Mendeley Desktop
It’s time to change the way we do research.
Download and install Mendeley Desktop
It’s time to change the way we do research.
Download and install Mendeley Desktop
It’s time to change the way we do research.
I nstall web importer
www.mendeley.com/ import
It’s time to change the way we do research.
I nstall web importer
www.mendeley.com/ import
1
2
3
It’s time to change the way we do research.
I nstall word plugin
It’s time to change the way we do research.
Search & Save papers
It’s time to change the way we do research.
I mport references from Scopus
3
1
2
It’s time to change the way we do research.
I mport FTA from ScienceDirect
4
3
1
2
It’s time to change the way we do research.
I mport references from 3rd party site
1
3
2
It’s time to change the way we do research.
I mport documents from Desktop
1
2
It’s time to change the way we do research.
Sync
It’s time to change the way we do research.
Read papers & making notes
It’s time to change the way we do research.
Read papers
It’s time to change the way we do research.
Read papers
It’s time to change the way we do research.
Highlight and Annotate
It’s time to change the way we do research.
How to write
It’s time to change the way we do research.
I nsert citation
1
2
3
It’s time to change the way we do research.
I nsert citation
2
1
It’s time to change the way we do research.
I nsert bibliography
It’s time to change the way we do research.
Change citation style
It’s time to change the way we do research.
Get more styles
It’s time to change the way we do research.
Get more styles
It’s time to change the way we do research.
Congrats!
You have learnt how to use
Mendeley as a Reference Manager
Thank you
www.mendeley.com
It’s time to change the way we do research.
www.mendeley.com
Organize. Collaborate. Discover.
All About Mendeley
1
What is Mendeley?
Free Academic Software
Cross-Platform (Win/Mac/Linux/Mobile)
All Major Browsers
Desktop
Web
Mobile
How does Mendeley Help?
3
Overview
Using Mendeley
Getting started
5
Mendeley Desktop
Mendeley Web
Organize
Setting Up A Library
References and Documents
Adding Documents
Select a file or folder to
add from your computer
Import from another reference
manager, or BibTeX
Watch a folder
Add reference by
manually entering
details
Or simply Drag and Drop the pdf into Mendeley Desktop
Finding New Research
Mendeley Web Importer
Mendeley Research Catalog
Web Importer / Browser extension
Save research while browsing online
https://www.mendeley.com/import/
Using the Web Importer
Click ‘Save to Mendeley’ to import
references from your search results
Select an article
and import the
reference to your
library in one
click.
Scopus and Science Direct
Sync
Organize
Managing Your Library
Manage Your Library
All items in
your personal
library
Items added
in the last two
weeks
Access your
recently read
items
All items you’ve
starred in your
library
Items in need
of review
Use column
headings
to order your
references
Mark entries
read or unread
Entries with
attached PDFs
can be opened
with the PDF
Reader
Star items to
mark them as
favorites
Create and Use Folders
References not added to a folder
will appear in ‘unsorted’
Your folders will be listed below.
Drag and drop to re-order them.
Use ‘Create Folder’ to enter a
new folder name.
18
Search Your Documents
Enter your search term
in the search field
The main view will be
filtered accordingly
Click on a specific folder
to search within it
Use the clear button to
remove the search filter
Mendeley’s search tool
will look at reference
metadata, but will also
search within the full text
of PDF papers.
Search Your Documents
Add tags to papers in your
library which share a common
theme
Use the Filter Menu to filter
your library view to only include
tagged items
You can also filter by Author,
Author Keywords and
Publication
Checking for duplicates
PDF Viewer
Highlight and Annotate Documents
The PDF Viewer
Highlighting and Annotating
Cite
Using the Mendeley Citation Plug-In
Install the Citation Plug-in
Generate In-Text Citations in Word
Merging Citations
Inserting Your Bibliography
Finding a Citation Style
Collaborate
Join and Create Groups to Share References
Create Groups
See the groups
you created, joined
or follow.
Add documents to
a group by
dragging and
dropping.
Private Groups
Collaborate with Your Research Team
Share full-text
documents with
members of your
private group
Share highlights
and annotations
Each group member is assigned a different color for highlighting
Browse & Join Public Groups
Browse by discipline to
discover new groups
Create your research profile
Receive personal
stats on how your
work is used
Connect with
colleagues
and join new
communities
Promote your
work and interests
to a global
audience
Share your work
with other
researchers
Showcase Your Publications
1. Add your own publications
2. Mendeley adds them to the Web
Catalog and lists you as author
3. Showcase them on your profile
Discover
New Research, Recommendations, and Impact
Mendeley Suggest
Literature Search
Search the
catalogue
Save new
research to
your library
with one click
If the full text is
available, you’ll
see a download
icon:
Search the Catalog Online
Conduct advanced searches or
browse by discipline
Find new research based on
what is popular or the most
recently added
Quickly Add New Research
Add the reference to your
library with one click.
Go to the publisher to
access the full text.
Get Statistics
Social statistics help you
learn about others using
this paper
Related Documents
1. Select two or more articles
2. Click ‘Related Documents’
3. Receive customized recommendations
Talk to Us
Let us know if you need help or resources
Resources
http://community.mendeley.com/guides
45
Support
http://support.mendeley.com
Feedback
http://feedback.mendeley.com
46
www.mendeley.com
Organize. Collaborate. Discover.
Thanks for coming!
47
Organize. Collaborate. Discover.
QUICK REFERENCE GUIDE
w w w.mendeley.com
Mendeley improves your research workflow by...
...helping you promote your
research expertise
...simplifying the writing process
...providing a space to connect and
collaborate with your contacts
...allowing you to create a
centralized reference collection
...enabling you to securely
organize your references
...helping you record knowledge
and share ideas
Four million Mendeley users around the world are collaborating,
getting noticed and fur thering their research.
Find out what Mendeley can do for you.
1. Discover and download
resources
There are many ways to add articles to your Mendeley library.
Try one of these popular methods:
• Search online databases such as Google Scholar. Download references
and documents using the Mendeley Web Importer.
• Install the Web Importer from the ‘Tools’ menu in Mendeley Desktop and
import articles directly from your browser.
• Import from another reference manager: use the import function under
the ‘File’ menu in Mendeley Desktop.
• Use a ‘watched folder’: create a folder on your own computer and tell
Mendeley to watch this folder using the settings under the ‘File’ menu,
or via ‘Preferences’ under ‘Mendeley Desktop’ if you’re on a Mac. Each
PDF saved to that folder will be automatically imported to your Mendeley
library.
• Search Mendeley: use either the ‘Papers’ tab on mendeley.com or
‘Literature Search’ in Mendeley Desktop.
2
w w w.mendeley.com
2. Organize, store and retrieve your
papers - anytime and anywhere
Once documents are in your Mendeley Library you can organize them using folders
and tags.
• Create folders to keep various research interests separate from one another.
• Add tags to make it easy to find articles.
• Use the ‘Sync’ button so that changes you make in Mendeley Desktop are stored
in the cloud.
• Retrieve your research anywhere by accessing your Web Library in an internet
browser.
• Read and annotate on the go by using the dedicated iOS and Android apps on
your phone or tablet.
• Use Mendeley Suggest (www.mendeley.com/suggest) to receive personalized
paper recommendations based on the contents of your library and developments
in your field.
3. Read and annotate your papers
and notes
Mendeley’s PDF reader allows you to access your papers wherever you need them.
Order your thoughts by highlighting and adding notes to papers.
• Open as many papers as you need in Mendeley Desktop and use tabs to switch
between them easily.
• Don’t lose your place: Mendeley remembers where you had reached in a
document and opens your papers at the same location on all your devices.
• Highlight interesting passages to allow you to easily pick them out later.
• Add sticky notes to help record your thoughts as you’re reading. Quickly jump
back to each one using the ‘Notes’ tab in Mendeley Desktop, or add documentwide notes to provide at-a-glance information.
• Retrieve your notes anywhere: notes you make in Mendeley Desktop are
available in your Web Library and on your mobile device after syncing. It works
both ways: add notes from your phone and retrieve them on your main computer
later on!
4. Collaborate and share knowledge
with others in your field
Mendeley allows you to create and join groups, enabling you to share ideas and
resources with other users. Check with your librarian if your institution already has an
institutional group to get an upgraded account.
• Join one of the many public groups to exchange ideas and reference information
with Mendeley users around the world.
• Share full-text papers via Mendeley’s private groups: allow your collaborators to
read the same materials as you by dragging and dropping them into the group in
Mendeley Desktop, or using the ‘Add to’ menu in the Web Library.
• Collaboratively highlight and add notes to a paper by opening it from within a
private group. Your annotations will be available to other group members and they
can also add their own thoughts. To allow you to distinguish them, each group
member’s additions appear in a different color.
3
w w w.mendeley.com
5. Create and update citations
and bibliographies using any
of the 7,000+ styles
Mendeley helps you easily create and format citations in papers you are
writing.
• Install the Mendeley Citation Plugin found under the ‘Tools’ menu in
Mendeley Desktop.
• Once installed, the plugin is usually visible in the ‘References’ tab of
the MS Word menu bar. The exact location will depend on the version.
• You can now easily:
• Insert citations (always click ‘Cite’).
• Insert a bibliography at the end of your paper or chapter.
• Choose from over 7,000 citation formats and change the citation
style with just a few clicks. Create new styles or modify existing
styles to format your work to your exact needs.
• The Citation Plugin is also compatible with LibreOffice.
6. Promote yourself to an
international audience by
building your personal profile
and connecting with others
Mendeley allows you to share your expertise with the world by putting
together a personal profile containing your interests and publications.
• Your Mendeley profile allows you to promote yourself to other
researchers.
• Add your personal publications to make them available to other
Mendeley users and to claim ownership in the Web Catalog.
• You’ll also receive personal statistics on how your publications are
being used.
• You can also connect with other users by following them to receive
updates on their activity.
Mendeley I nstitutional Edition (MI E) is a product based on core
Mendeley capabilities, but includes enhanced features for researchers
and librarians:
• Premium upgrades for all users at the institution.
We hope you enjoy working with Mendeley, the free reference
manager and academic social network. I f you need more help
using Mendeley, have a look at our detailed collection of guides,
available at:
• An analytics dashboard to help librarians track usage and support
institutional objectives.
resources.mendeley.com
• Alumni access policy, providing premium upgrades for 12 months.
support.mendeley.com
For further support or to find answers to your questions, visit:
Find out more:
http://www.elsevier.com/solutions/mendeley/Mendeley-Institutional-Edition
4
04/2016
Woon Qingyong
APAC Market Development Manager
Aug 2016
Mendeley Profile: https://www.mendeley.com/profiles/qingyong-woon1/
It’s time to change the way we do research.
What you will learn by the end of this session
Mendeley as a Reference Manager
1.
2.
3.
4.
5.
Have a Mendeley account
Download Mendeley Desktop
Search and Save papers
Read papers, highlight and annotations
Insert citations and bibliographies
It’s time to change the way we do research.
End Result
Getting ready
It’s time to change the way we do research.
Sign up for an account
www.mendeley.com
It’s time to change the way we do research.
Sign up for an account
www.mendeley.com
It’s time to change the way we do research.
Sign up for an account
www.mendeley.com
It’s time to change the way we do research.
Sign up for an account
www.mendeley.com
It’s time to change the way we do research.
Download and install Mendeley Desktop
It’s time to change the way we do research.
Download and install Mendeley Desktop
It’s time to change the way we do research.
Download and install Mendeley Desktop
It’s time to change the way we do research.
I nstall web importer
www.mendeley.com/ import
It’s time to change the way we do research.
I nstall web importer
www.mendeley.com/ import
1
2
3
It’s time to change the way we do research.
I nstall word plugin
It’s time to change the way we do research.
Search & Save papers
It’s time to change the way we do research.
I mport references from Scopus
3
1
2
It’s time to change the way we do research.
I mport FTA from ScienceDirect
4
3
1
2
It’s time to change the way we do research.
I mport references from 3rd party site
1
3
2
It’s time to change the way we do research.
I mport documents from Desktop
1
2
It’s time to change the way we do research.
Sync
It’s time to change the way we do research.
Read papers & making notes
It’s time to change the way we do research.
Read papers
It’s time to change the way we do research.
Read papers
It’s time to change the way we do research.
Highlight and Annotate
It’s time to change the way we do research.
How to write
It’s time to change the way we do research.
I nsert citation
1
2
3
It’s time to change the way we do research.
I nsert citation
2
1
It’s time to change the way we do research.
I nsert bibliography
It’s time to change the way we do research.
Change citation style
It’s time to change the way we do research.
Get more styles
It’s time to change the way we do research.
Get more styles
It’s time to change the way we do research.
Congrats!
You have learnt how to use
Mendeley as a Reference Manager
Thank you
www.mendeley.com
It’s time to change the way we do research.
www.mendeley.com
Organize. Collaborate. Discover.
All About Mendeley
1
What is Mendeley?
Free Academic Software
Cross-Platform (Win/Mac/Linux/Mobile)
All Major Browsers
Desktop
Web
Mobile
How does Mendeley Help?
3
Overview
Using Mendeley
Getting started
5
Mendeley Desktop
Mendeley Web
Organize
Setting Up A Library
References and Documents
Adding Documents
Select a file or folder to
add from your computer
Import from another reference
manager, or BibTeX
Watch a folder
Add reference by
manually entering
details
Or simply Drag and Drop the pdf into Mendeley Desktop
Finding New Research
Mendeley Web Importer
Mendeley Research Catalog
Web Importer / Browser extension
Save research while browsing online
https://www.mendeley.com/import/
Using the Web Importer
Click ‘Save to Mendeley’ to import
references from your search results
Select an article
and import the
reference to your
library in one
click.
Scopus and Science Direct
Sync
Organize
Managing Your Library
Manage Your Library
All items in
your personal
library
Items added
in the last two
weeks
Access your
recently read
items
All items you’ve
starred in your
library
Items in need
of review
Use column
headings
to order your
references
Mark entries
read or unread
Entries with
attached PDFs
can be opened
with the PDF
Reader
Star items to
mark them as
favorites
Create and Use Folders
References not added to a folder
will appear in ‘unsorted’
Your folders will be listed below.
Drag and drop to re-order them.
Use ‘Create Folder’ to enter a
new folder name.
18
Search Your Documents
Enter your search term
in the search field
The main view will be
filtered accordingly
Click on a specific folder
to search within it
Use the clear button to
remove the search filter
Mendeley’s search tool
will look at reference
metadata, but will also
search within the full text
of PDF papers.
Search Your Documents
Add tags to papers in your
library which share a common
theme
Use the Filter Menu to filter
your library view to only include
tagged items
You can also filter by Author,
Author Keywords and
Publication
Checking for duplicates
PDF Viewer
Highlight and Annotate Documents
The PDF Viewer
Highlighting and Annotating
Cite
Using the Mendeley Citation Plug-In
Install the Citation Plug-in
Generate In-Text Citations in Word
Merging Citations
Inserting Your Bibliography
Finding a Citation Style
Collaborate
Join and Create Groups to Share References
Create Groups
See the groups
you created, joined
or follow.
Add documents to
a group by
dragging and
dropping.
Private Groups
Collaborate with Your Research Team
Share full-text
documents with
members of your
private group
Share highlights
and annotations
Each group member is assigned a different color for highlighting
Browse & Join Public Groups
Browse by discipline to
discover new groups
Create your research profile
Receive personal
stats on how your
work is used
Connect with
colleagues
and join new
communities
Promote your
work and interests
to a global
audience
Share your work
with other
researchers
Showcase Your Publications
1. Add your own publications
2. Mendeley adds them to the Web
Catalog and lists you as author
3. Showcase them on your profile
Discover
New Research, Recommendations, and Impact
Mendeley Suggest
Literature Search
Search the
catalogue
Save new
research to
your library
with one click
If the full text is
available, you’ll
see a download
icon:
Search the Catalog Online
Conduct advanced searches or
browse by discipline
Find new research based on
what is popular or the most
recently added
Quickly Add New Research
Add the reference to your
library with one click.
Go to the publisher to
access the full text.
Get Statistics
Social statistics help you
learn about others using
this paper
Related Documents
1. Select two or more articles
2. Click ‘Related Documents’
3. Receive customized recommendations
Talk to Us
Let us know if you need help or resources
Resources
http://community.mendeley.com/guides
45
Support
http://support.mendeley.com
Feedback
http://feedback.mendeley.com
46
www.mendeley.com
Organize. Collaborate. Discover.
Thanks for coming!
47
Organize. Collaborate. Discover.
QUICK REFERENCE GUIDE
w w w.mendeley.com
Mendeley improves your research workflow by...
...helping you promote your
research expertise
...simplifying the writing process
...providing a space to connect and
collaborate with your contacts
...allowing you to create a
centralized reference collection
...enabling you to securely
organize your references
...helping you record knowledge
and share ideas
Four million Mendeley users around the world are collaborating,
getting noticed and fur thering their research.
Find out what Mendeley can do for you.
1. Discover and download
resources
There are many ways to add articles to your Mendeley library.
Try one of these popular methods:
• Search online databases such as Google Scholar. Download references
and documents using the Mendeley Web Importer.
• Install the Web Importer from the ‘Tools’ menu in Mendeley Desktop and
import articles directly from your browser.
• Import from another reference manager: use the import function under
the ‘File’ menu in Mendeley Desktop.
• Use a ‘watched folder’: create a folder on your own computer and tell
Mendeley to watch this folder using the settings under the ‘File’ menu,
or via ‘Preferences’ under ‘Mendeley Desktop’ if you’re on a Mac. Each
PDF saved to that folder will be automatically imported to your Mendeley
library.
• Search Mendeley: use either the ‘Papers’ tab on mendeley.com or
‘Literature Search’ in Mendeley Desktop.
2
w w w.mendeley.com
2. Organize, store and retrieve your
papers - anytime and anywhere
Once documents are in your Mendeley Library you can organize them using folders
and tags.
• Create folders to keep various research interests separate from one another.
• Add tags to make it easy to find articles.
• Use the ‘Sync’ button so that changes you make in Mendeley Desktop are stored
in the cloud.
• Retrieve your research anywhere by accessing your Web Library in an internet
browser.
• Read and annotate on the go by using the dedicated iOS and Android apps on
your phone or tablet.
• Use Mendeley Suggest (www.mendeley.com/suggest) to receive personalized
paper recommendations based on the contents of your library and developments
in your field.
3. Read and annotate your papers
and notes
Mendeley’s PDF reader allows you to access your papers wherever you need them.
Order your thoughts by highlighting and adding notes to papers.
• Open as many papers as you need in Mendeley Desktop and use tabs to switch
between them easily.
• Don’t lose your place: Mendeley remembers where you had reached in a
document and opens your papers at the same location on all your devices.
• Highlight interesting passages to allow you to easily pick them out later.
• Add sticky notes to help record your thoughts as you’re reading. Quickly jump
back to each one using the ‘Notes’ tab in Mendeley Desktop, or add documentwide notes to provide at-a-glance information.
• Retrieve your notes anywhere: notes you make in Mendeley Desktop are
available in your Web Library and on your mobile device after syncing. It works
both ways: add notes from your phone and retrieve them on your main computer
later on!
4. Collaborate and share knowledge
with others in your field
Mendeley allows you to create and join groups, enabling you to share ideas and
resources with other users. Check with your librarian if your institution already has an
institutional group to get an upgraded account.
• Join one of the many public groups to exchange ideas and reference information
with Mendeley users around the world.
• Share full-text papers via Mendeley’s private groups: allow your collaborators to
read the same materials as you by dragging and dropping them into the group in
Mendeley Desktop, or using the ‘Add to’ menu in the Web Library.
• Collaboratively highlight and add notes to a paper by opening it from within a
private group. Your annotations will be available to other group members and they
can also add their own thoughts. To allow you to distinguish them, each group
member’s additions appear in a different color.
3
w w w.mendeley.com
5. Create and update citations
and bibliographies using any
of the 7,000+ styles
Mendeley helps you easily create and format citations in papers you are
writing.
• Install the Mendeley Citation Plugin found under the ‘Tools’ menu in
Mendeley Desktop.
• Once installed, the plugin is usually visible in the ‘References’ tab of
the MS Word menu bar. The exact location will depend on the version.
• You can now easily:
• Insert citations (always click ‘Cite’).
• Insert a bibliography at the end of your paper or chapter.
• Choose from over 7,000 citation formats and change the citation
style with just a few clicks. Create new styles or modify existing
styles to format your work to your exact needs.
• The Citation Plugin is also compatible with LibreOffice.
6. Promote yourself to an
international audience by
building your personal profile
and connecting with others
Mendeley allows you to share your expertise with the world by putting
together a personal profile containing your interests and publications.
• Your Mendeley profile allows you to promote yourself to other
researchers.
• Add your personal publications to make them available to other
Mendeley users and to claim ownership in the Web Catalog.
• You’ll also receive personal statistics on how your publications are
being used.
• You can also connect with other users by following them to receive
updates on their activity.
Mendeley I nstitutional Edition (MI E) is a product based on core
Mendeley capabilities, but includes enhanced features for researchers
and librarians:
• Premium upgrades for all users at the institution.
We hope you enjoy working with Mendeley, the free reference
manager and academic social network. I f you need more help
using Mendeley, have a look at our detailed collection of guides,
available at:
• An analytics dashboard to help librarians track usage and support
institutional objectives.
resources.mendeley.com
• Alumni access policy, providing premium upgrades for 12 months.
support.mendeley.com
For further support or to find answers to your questions, visit:
Find out more:
http://www.elsevier.com/solutions/mendeley/Mendeley-Institutional-Edition
4
04/2016