Mendeley as a Reference Manager

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It’s time to change the way we do research.

Woon Qingyong

APAC Market Development Manager

Aug 2016

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It’s time to change the way we do research.

What you will learn by the end of this session

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Mendeley as a Reference Manager

1.

Have a Mendeley account

2.

Download Mendeley Desktop

3.

Search and Save papers

4.

Read papers, highlight and annotations

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It’s time to change the way we do research.

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I nstall web importer

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I nstall web importer

www.mendeley.com/ import

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I mport references from Scopus

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I mport FTA from ScienceDirect

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I mport references from 3

rd

party site

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I mport documents from Desktop

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It’s time to change the way we do research.

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I nsert citation

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I nsert citation

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It’s time to change the way we do research.

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Thank you

www.mendeley.com

Congrats!

You have learnt how to use

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Organize. Collaborate. Discover.

www.mendeley.com

1

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Desktop

Web

Mobile

Free Academic Software

Cross-Platform (Win/Mac/Linux/Mobile)

All Major Browsers

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Overview

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5

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Organize

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Adding Documents

Select a file or folder to

add from your computer

Watch a folder

Add reference by

manually entering

details

Import from another reference

manager, or BibTeX

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Finding New Research

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Web Importer / Browser extension

Save research while browsing online

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Using the Web Importer

Click ‘Save to Mendeley’ to import

references from your search results

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Organize

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Manage Your Library

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

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

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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

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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

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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

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PDF Viewer

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Cite

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Collaborate

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Create Groups

See the groups

you created, joined

or follow.

Add documents to

a group by

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Private Groups

Collaborate with Your Research Team

Share full-text

documents with

members of your

private group

Share highlights

and annotations

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Browse & Join Public Groups

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Create your research profile

Connect with

colleagues

and join new

communities

Share your work

with other

researchers

Promote your

work and interests

to a global

audience

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Showcase Your Publications

1. Add your own publications

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Discover

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Literature Search

Search the

catalogue

If the full text is

available, you’ll

see a download

icon:

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Search the Catalog Online

Conduct advanced searches or

browse by discipline

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Quickly Add New Research

Add the reference to your

library with one click.

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Get Statistics

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Mendeley improves your research workflow by...

...allowing you to create a centralized reference collection

...enabling you to securely organize your references

...helping you record knowledge and share ideas

...providing a space to connect and collaborate with your contacts ...simplifying the writing process

...helping you promote your research expertise

Four million Mendeley users around the world are collaborating,

getting noticed and fur ther ing their research.

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2. Organize, store and retr ieve 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

document-wide 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

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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. 

• An analytics dashboard to help librarians track usage and support institutional objectives.

• Alumni access policy, providing premium upgrades for 12 months. Find out more:

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:

 resources.mendeley.com  

For further support or to find answers to your questions, visit:  

support.mendeley.com  