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A guide about the citation management and research social network tool Mendeley. Getting Started About Mendeley

How to add your first reference. Launch Mendeley Web Importer. Click on the in your browser toolbar to launch the Mendeley Web Importer window. Alternatively, press the keyboard. Select references to import. Add to Mendeley library. Mendeley Web Importer is available for all major web browsers. Get Web Importer for Edge. Convenience is king. Add references quickly and easily to your personal library from anywhere on the internet in just a few clicks. We've rebuilt the Mendeley Web Importer to provide you with the most reliable tool for importing references with the most accurate metadata.

Mendeley is a free desktop and cloud application that helps you manage your research. It is a reference manager with built in tools to help you read and annotate articles. It allows you to organize PDFs, other documents, and citations into folders and collaborate with other researchers. It backs up your research library and syncs to the web, and smart phone or tablet devices. It is also a social network for scholars across the globe with an online research library that you can use to discover research papers.

Overview, Sign Up & Download

After downloading and installing Mendeley Desktop, I recommend you install the MS Word Plugin and the Web Importer. Instructions for installing the plugin are on the Importing References and Web Importer pages of this guide as well as on Mendeley.com.

Mendeley Tutorial - Getting Started Getting Started with Mendeley Help Guides and Videos & Tutorials Help Guides Desktop, Web, iOS, Android, Citation Plugin, Groups, Private Groups, CSL Editor Videos & Tutorials

• How to import your documents
• How to organize your documents
• How to generate citations
• How to find articles quickly
• How to remove duplicates
• How to merge duplicates
• How to create and use groups

There are many more videos available on YouTube:

Mendeley YouTube Channel Where to Get Help with Mendeley

There are lots of ways to get help from Mendeley. In fact, I've even tweeted to them and gotten assistance! The Support Forum is probably the best place to start. Search for your question in the search bar or browse the recent and frequent help topics.

Mendeley Support Forum Mendeley How-To Powerpoint Mendeley Powerpoint Details on how to use Mendeley, including screenshots CC License Creative Commons Importing References Methods for Importing Documents and Citations

You can add a reference citation to Mendeley in at least 5 ways. Here's how:

1. Drag and drop PDFs or other files from your computer directly into the All Documents folder of MY LIBRARY.

2. File > Add Files/Folder, then use your computer's Finder (Mac) or Browse box (PC) to search for your folder or documents.

3. Set up a Watch Folder. Go to Mendeley Desktop > Preferences > Watched Folders. Select the folder in your computer's hard drive that you want Mendeley to automatically import from. With a Watched Folder, any time you add a new file to it, such as a downloaded PDF, it will automatically upload to your Mendeley Library.

4. File > Add Entry Manually to type or paste your citation data into Mendeley Desktop.

5. File > Import to import data in various formats: BibTeX (*.bib), EndNoteXML (*.xml), RIS (*.ris), or Zotero Library (zotero.sqlite).

After importing, it is extremely important that you review and edit the metadata (title, author, etc.) for your entries. This will insure your Works Cited pages and Bibliographies are generated correctly. Be sure the Type (Journal Article, Book Section, etc.) is correct for the document or citation you are importing. If the Type fields do not include something that you need for a certain citation style, edit the Type template by going to Mendeley Desktop > Preferences > Document Details. Check the fields you want to appear on a certain Document type template. For example, you can add a 'Medium' field to the Journal Article Document Type so that you can comply with MLA style and add 'Print' or 'Web' as needed.

TIP: You can also import references from another citation manager. After exporting the data from your old citation manager, you can drag and drop the .xml file into your Mendeley Desktop.

Importing Documents into Your Library Importing from other Citation Management Software

EndNote

To import your EndNote library, you need to first export your references to an 'EndNote XML' file and then import that into Mendeley Desktop.

1. In EndNote, select the references that you want to import into Mendeley Desktop, and click File > Export..
2. In the window that appears, there is a box labeled 'Files of type:', in that box select 'XML (*.xml)'
3. Choose a name for the file and click the 'Save' button
4. Open Mendeley Desktop and click File > Add Files
5. Select the file which you exported from EndNote and click Open

In addition to the EndNote XML format, you can also export references to Bibtex and RIS format in EndNote which Mendeley Desktop can also import. In EndNote select Edit > Output Styles > Open Style Manager. Check the 'Bibtex Export' and 'RefMan (RIS) Export' options in the list that appears then close the window. Then go to File > Export.. and select the 'Text File' type. In the box labeled Output Style, select either Bibtex Export or 'RefMan (RIS) Export'. In the filename field, enter a name ending in '.bib' for Bibtex or '.ris' for RIS export and click 'Save'.

Zotero

Mendeley Desktop now supports importing your documents directly from Zotero. To do this, you'll need to install Mendeley Desktop onto the same computer as where you have Zotero installed.

1. Once installed, open up Mendeley Desktop.
2. Go to Tools > Options (or Mendeley Desktop > Preferences if you're on a Mac) and select the Zotero tab.
3. Enable the checkbox for Zotero integration.
4. Mendeley Desktop will attempt to automatically locate your Zotero database, however you can choose to use an alternate Zotero database if desired.

Once you've clicked Apply, all of your existing documents from Zotero will be imported into Mendeley Desktop, and any future items you add to Zotero should find their way into Mendeley Desktop automatically.

RefWorks

1. Log into your RefWorks account.
2. Go to References menu. Choose Export.
3. Select Bibliographic Software as the export format and export all your references in .ris format.
   • Alternatively you can export in BibTeX format.
4. To Import into Mendeley, open Mendeley Desktop
5. Go to File > Add Files.. and select the file you exported from RefWorks
6. Mendeley should import all the references automatically.

Please bear in mind this will not add your files to Mendeley Desktop, only the references. To add the PDF from RefWorks to Mendeley you will need to download them manually and add them to Mendeley.

Additional Guidance

For other citation managers, check the Mendeley Support page for information and assistance.

Mendeley Support Forum

If you're having trouble importing PDFs along with References, you could move all of your PDFs to a Mendeley Watch folder that you have set up, but you may need to merge (de-duplicate) all the citations or clean up the metadata (citation information).

Creating Works Cited / Bibliographies Install MS Word or OpenOffice Plugin

Microsoft Word

Once you download and install Mendeley Desktop to a computer, you can install the Microsoft Word Plugin. Open the Desktop, then click on Tools >Install MS Word Plugin. You may have to close and reopen Word for the install to be completed.

OpenOffice

If you use OpenOffice on a Linux or Windows machine, you should be able to install the plugin by downloading and installing Mendeley Desktop and then clicking Tools >Install OpenOffice Plugin in the program window. For more help, log onto Mendeley Web, click on Search, then Support, and use keywords to search for your troubleshooting topic.

Using the Plugin Generating Citations with the MS Word and Open Office Plug-ins (Mendeley Minute) Mac and Windows

Mac

Depending on your operating system, the MS Word Plugin will appear differently. If you are using Word for Mac, you will have a floating bar or an Add-in, depending on your version of Word (Pictured: Word 2016 for Mac):

Windows

If you are using Word on Windows, the Mendeley Plugin will be integrated in the Word Ribbon. Unfortunately it closely resembles the Built-in 'Insert Citation' tool in the Ribbon, so be careful to choose the 'Insert Citation' with the Mendeley icon on it (Pictured: Microsoft Word 2013):

Mendeley Web and Mobile Install and Use the Web Importer

The Web Importer is a bookmark that you can install in your toolbar to easily save citations that you find online. If you use the Chrome Browser, install the Mendeley Web Importer browser extension. If you use Firefox, Internet Explorer or Safari, simply drag Save to Mendeley to your 'Bookmarks' of 'Favorites' bar.

Web Importer

For more on how the Web Importer works, check out the video below.

Using the Mendeley Web Importer Mendeley Web Overview

Mendeley.com allows you to view and edit your Library in a layout that resembles the Desktop. It also offers much more. First, you should set up your profile. Click on your name in the top right corner to edit your information. Be sure to add your ORCID and Scopus Author IDs so that Mendeley can search for previous publications. If you already have been assigned a Scopus ID, you can integrate it with your ORCID ID. If you're a new author, consider registering with ORCID for a persistent digital identifier that is unique to you.

ORCID Scopus - Manage My Author Profile

• Feed provides you with news and updates from your research network. It also features news from Mendeley.
• Suggest is updated with other papers you might be interested in, related to what's in your library. You can save new article citations to your Library directly from this page.
• Stats tracks how many times your publications have been viewed and cited. It also pulls in altmetrics from the web, such as mentions on news websites.
• Groups allows you to view and create groups for project and research collaboration with colleagues. It also allows you to search for groups by discipline that you might like to join.
• Data is a repository where you can upload and share your datasets. You can also browse to see what others have shared.
• Search allows you to discover papers, people, groups, and support.

Mendeley Mobile

Mendeley now has an official mobile app. Download it from the links below for your mobile device.

Android iOS Tips & Tricks Searching for your tags

In addition to the fields you can search from the dropdown option in Mendeley Desktop, you can also search by tag. Simply type Tag:copyright, Tag:'information literacy' (put phrases in quotes), or Tag:[your tag] in the search box:

Your results will show in a single folder that you search or in the All Documents folder:

Organizing your hard drive files

Using the File Organizer, drag and drop the fields you want to appear in your Mendeley Desktop document files. I use Author and Year, but you may wish to also use the Title or the Journal. If you have multiple files by the same author in the same year, Mendeley will automatically number your files instead of overwriting them. If you do not like the hypen-separated default in your file names, check out the options on the dropdown menu on the right and see my example of underscore-separated file name structure in the Windows image below. The other options are comma or period separated values. You can also sort the folder's contents into subfolders. See the Windows image below.

Mac

From the Mendeley Desktop menu, click on Preferences>File Organizer.

Windows

On a Windows computer, click Tools >Options >File Organizer.

Since starting my graduate studies, I’ve experimented with several different systems for organizing my research papers, both electronic and paper-based. Eventually, I settled on a comprehensive system that works well for me, that’s based on a combination of my personal cloud server and the reference manager Mendeley.

The main advantages of my system are:

1. It’s free (I personally pay for extra storage on my drive, but the free storage provided by most cloud servers is definitely sufficient if you’re only storing papers).
2. It synchronizes between all of my devices (I can view my papers and annotations on my MacBook, my Windows PC in the lab, my iPhone and various other devices that I won’t mention for the fear of sounding like a fat-cat)
3. It’s fast (It doesn’t interrupt my normal stream of browsing)
4. It’s neat-freak friendly (folders and subfolders are the essence of life)

I installed the Mendeley Desktop app on my MacBook and on my PC in the lab, and the iOS Mendeley app on my iPhone.

By default, Mendeley stores all of your library documents on the Mendeley server, which provides 2 GB of free storage (equivalent to approximately 700-800 articles). While this may seem like plenty if you’re just opening an account now, trust me when I say that it isn’t, especially once you develop a steady habit of adding papers to your library.

The good news is that Mendeley lets you choose your own storage location for your documents, which means that you can surpass the storage limit without having to pay > $50 a year for a premium account.

I chose to copy my papers to my iCloud, but this could be any other server (Google Drive, Dropbox etc.). You could also choose to store your files in a local directory, but that would be a bit silly since you’d miss out on advantage no. 2 of the system.

To set the storage location, go to Preferences → File Organizer → tick the “Organize” checkbox, and set the directory to a location on your drive.

Another advantage of having Mendeley copy my library documents to my iCloud (other than the increased storage) is that I can access them from any app that has access to my iCloud folders (e.g. alternative reading apps like Kindle or annotation apps like Markup).

Another feature which is especially appealing to Type A personalities like myself, is that Mendeley can use a consistent naming scheme within the storage folder. Under “File Organizer” you can also check the “Sort files in subfolders” and the “Rename document files” checkboxes. I chose ‘Author’ for subfolders and ‘Author-Year-Title’ as the scheme for my filenames. For me, the author name followed by the year of publication seems to be the best match for the hierarchy in my brain, but you could choose whichever combination suits your own mind best.

I add new papers to my library in one of two ways:

(1) Through the Mendeley web importer:

You can download a browser extension from the Mendeley webpage which lets you save papers from major literature databases like PubMed, Google Scholar, IEEE Xplore and PLoS. The extension works on most major web browsers, including Safari, chrome, Firefox and Internet explorer (but let’s be honest, if you’re using the latter you really don’t deserve a PhD title).

The web importer allows you to add a paper (and download the PDF, if it’s available) to your library with a single click. It also lets you edit the details of the publication and select the destination folder in your library (so there’s no need to do any further organization later on). I don’t always use the web importer to sort my papers, but more on that in the next section.

The web importer is the main tool I use to add new papers to my library. I typically find papers by searching PubMed or Google Scholar on a computer with access to multiple journals, so it’s simply a matter of clicking ‘Add to Mendeley’.

(2) By dropping PDFs in the ‘Watched folder’

On the off chance that I don’t have access to a certain paper online, but I do have the PDF (e.g. a black raven with a red key in its mouth mysteriously dropped it my downloads folder), I can place it in my Mendeley ‘Watched folder’. This is a directory that Mendeley monitors, who’s contents are automatically pulled into your library. You can set the location under Preferences → Watched folders. Files dropped here will appear in the ‘Unsorted’ folder in your Mendeley library.

Organization is a very intimate topic, but nevertheless the title of this post is how I use Mendeley. As I already mentioned in the beginning, two of my greatest passions in life are folders and subfolders, so needless to say these are the backbone of my Mendeley library*. Adobe premiere cs3 mac download.

*As I explained in the ‘Initial set up’ section, the original files (stored on my iCloud) are saved in folders and subfolders named after the author and year of publication. That’s what I see when I manually navigate to a file on my iCloud. However, what I look at 99% of the time is the library on the Mendeley app, and that’s the one I make an effort to organize.

I sort my Mendeley library by scientific topics. Naturally, major subjects of interest to me get folders, and topics within that field get subfolders. I don’t waste my time by creating copious amounts of subfolders for every single subject that I’m interested in, but I have found that it’s worthwhile to invest in making lots of subdivisions for important topics. For example, the folder dedicated to my main PhD subject (the neural extracellular matrix) has lots and lots of children. This has come in handy on multiple occasions, and I’m sure it will ultimately expedite my thesis writing.

Mendeley has several additional organizational features, for example you can ‘favorite’ papers, mark papers for future review and add searchable tags.

Personally, I don’t use any of these features. My workflow is fairly simple: once I come across a new paper that I want to save, if I feel that I’ve read enough and only want store the reference, I’ll add it to the relevant topic folder/subfolder (either directly through the web importer or by dragging it from the Unsorted folder in Mendeley). However, if I want to read more (or all) of the paper, I won’t sort it just yet. So my Unsorted folder is effectively my ‘to read’ folder. And once I’m done reading, I’ll catalogue the paper by topic.

It stands to reason that my Unsorted folder is very rarely empty. But in the words of John Steinbeck: “I guess there are never enough books.”

I find the Mendeley app to be more than sufficient for both reading and annotating papers. Once you double-click a paper in your library, it opens in the Mendeley annotator. Like most basic PDF annotators, you can comment, make notes, highlight (with multiple colours 😀 ) and export your annotations.

One feature that I particularly like is that you can write a ‘general note’ on a paper in your library. I use this feature to summarize important points from the paper in my own words (only for important papers and only if I have time, I definitely don’t do this for every paper in my library), or general notes which might come in handy in the future.

If you feel like you’re in need of some more advanced features, or you already have a favorite reader/annotator, that’s where the personal cloud storage comes in handy. You can open the files on any app that can access your cloud and use Mendeley solely for organization.

If you write with MS Word, you can install the Word plugin (through the Tools menu in the app). This allows you to add citations from your library directly into your Word document (in any citation format you choose), and to automatically populate a bibliography at the end.

Mendeley Web Importer Plugin

I recently started writing with LaTeX, so I use BibTeX to cite. Mendeley can automatically generate a bibtex library with the keys Firstname<year> (e.g. Dankovich2015 …not mine, unfortunately). Since I assume this may not be relevant to the majority of the readers, I won’t go into the technical details of how to integrate BibTeX and Mendeley, but here’s a link to the HowTo.

A neat citing feature in the Mendeley app (that I use quite often) is citations/bibliographies on the fly. If you select one or multiple papers in Mendeley and press Ctrl-C (Command-C for Mac), you can Ctrl-V (Command-V) those guys wherever you want, and get a quick list of citations.

I hope these tips were useful, or at least gave you an excuse to procrastinate a little by moving papers around instead of reading them.

Mendeley Web Importer Mac Safari Free

I’d be happy to hear your own tips and tricks for organizing papers.