www.mendeley.com

Online Reference Management Tools in the Digital Era: Introduction to Mendeley

By

Jonathan Saina

Agenda

What is Mendeley?

Creating your Mendeley Account

Downloading Mendeley Desktop

Installing Mendeley Desktop

Configuring your Mendeley Application

Building your Library

Managing the documents in your Library

Inserting Citation

Inserting Bibliography

What is Mendeley?

• Mendeley is a free academic software used • to manage, share, read, annotate and cite your

research papers.• It is a workflow research tool and Academic

social network that helps you organize your documents and references

• It is a reference manager.• Organize your documents + references• Collaborate by joining + creating groups• Discover statistics + recommendations• Stay up to date + learn more• Store your data

What is Mendeley?

• Academic Software

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

• All Major Browsers

Mendeley is based in London, and was developed by over 30 researchers, graduates and software developers. It is backed by co-

founders and former executives of:

...and Supported by:

Things you could do with Mendeley

Overview

Using Mendeley

Things you could do with Mendeley

Add and Organize - Import and organize PDFs from your Computer and other storage devices.

Back up and Sync your resources - Access your papers anywhere, on other Computers or even your smart devices.

Reference Manager - Generate citations and bibliographies in Microsoft Word, and other word processing applications.

STEP 1

Create your Mendeley Web Accountin

www.mendeley.com

Log into www.mendeley.comto create your free Account(Fill out the Form)

Fill out the

Form

Email

First Name

Last Name

Password

(Complete the Online Form)

Field of Study

Academic Status

Enter current Institution

Save and continue

Create Account

Mendeley Web Account Interface

STEP 2

Download the Mendeley Desktop Software Applicationfromwww.mendeley.com

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STEP 3

Install Mendeley Desktop and sign into your Account.

1. Click on ‘Run’ to Install MendeleyDesktop

2. Click to open Mendeley Desktop and sign into your Account

STEP 4

Configure your Mendeley Desktop Application Software

1.Install MS Word Plugin – This enables your word document processor and Mendeley to communicate and work together in the citation processs

2. Install Web Importer – This enables

Mendeley grab citation off the web

1.The Web Importer helps you grab documents off the web.

2.The MS Word Plugin helps Mendeley to work with your Word Processor

(Configuration) Installing Web Importer and MS Word Plugin

How to confirm that the MS Word Plugin is installedOpen MS. Word on your PC and click on the References TAB

How to confirm that Mendeley Web Importer is installed

Open your web browser (chrome/firefox) you should

find mendeley icon on the navigation bar

STEP 5

Build your library

Before you start writing, you must have a well built Library in Mendeley where you can pick the citations to support your write-up and Bibliography to show documents cited.

Building your library means adding documents to your Mendeley Desktop Application

You have 5 different options for building your library:

1. Through documents in your computer2. Through documents in your external

storage device, eg, Flash drive, hard drive, CD or DVD

3. Through the Web using Web Importer4. Through manual method5. Having a watched folder for mendeley

to add files automatically that are stored there

Adding a watched folder on

desktop of your PC

Create a folder on desktop and rename it to

Mendeley watched

Open Mendeley Desktop software

Navigate to tools tab and click options

In the options pop up window, select

Mendeley watched menu and browse to the

location of the Mendeley watched folder

you created and Check

Click Okay

Everything you copy to that folder will be

automatically added to Mendeley

Web Importer and Syching

Every item added by web importer is stored into

mendeley web platform library.

In order to get both desktop version and web version

updated, it is important for you to Sync every time you

add something new to your library.

Star your favorite papers

Documents can be marked read/unread

Filter by authors, tags, publications or keywords

Managing the Documents in your Library

STEP 6Insert Citation

Citation will show up based on selected style

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STEP 7Click on ‘Insert Bibliography’ to insert cited works

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