1. www.mendeley.com Mendeley Upgrade Link Matt Green Matthew.green@mendeley.com

2. New User – w/Institutional email address

3. 1. Receive email 2. Click Upgrade Link User at an institution receives an email, and clicks on the ‘Upgrade Link’ within the email User gets taken to Mendeley.com to create a new account. They choose to create an account with their Institutional email address

4. 3. Confirm Institutional email address 4. Verify Institutional email address Once they create their account, they are then prompted to confirm their institutional email address. This will send an email to their institutional email account. User will then have to click on the verification link in the email – which will send them back to Mendeley and confirm their upgrade

5. 5. Receive free Premium Upgrade Once back on Mendeley, the user will be given a message telling them their upgrade has been successful The upgrade will be visible in the ‘My Account’ section of their account

6. New User – w/Personal email address

7. 1. Receive email 2. Click Upgrade Link User at an institution receives an email, and clicks on the ‘Upgrade Link’ within the email User gets taken to Mendeley.com to create a new account. They choose to create an account with their Personal email address

8. 3. Confirm Institutional email address 4. Verify Institutional email address Once they create their account, they are then prompted to confirm their institutional email address. This will send an email to their institutional email account. User will then have to click on the verification link in the email – which will send them back to Mendeley and confirm their upgrade

9. 5. Receive free Premium Upgrade Once back on Mendeley, the user will be given a message telling them their upgrade has been successful. At this point, both email addresses (personal & institutional) will be associated with that account, though the only one visible in the ‘My Account’ area will be their personal email address as that is their ‘primary’ email The upgrade will be visible in the ‘My Account’ section of their account

10. Additional Comments A user can change their ‘Primary’ email address on their account at any time. So they can sign up with their institutional account, receive their upgrade, and then change the email address to their personal email in the ‘My Account’ area should they wish to do so

11. Existing User – w/Institutional email address

12. 1. Receive email 2. Click Upgrade Link User at an institution receives an email, and clicks on the ‘Upgrade Link’ within the email User gets taken to Mendeley.com to sign in to their existing account

13. 3. Confirm Institutional email address 4. Verify Institutional email address User will then have to click on the verification link in the email – which will send them back to Mendeley and confirm their upgrade Once signed in, if the user has not already verified their account (when signing up), they will be asked to fill out the confirmation box and then be sent a verification email. NB: If the user already verified their account when they signed in, then the upgrade will be automatically added to their account

14. 5. Receive free Premium Upgrade Once back on Mendeley, the user will be given a message telling them their upgrade has been successful The upgrade will be visible in the ‘My Account’ section of their account

15. Existing User – w/Personal email address

16. 1. Receive email 2. Click Upgrade Link User at an institution receives an email, and clicks on the ‘Upgrade Link’ within the email User gets taken to Mendeley.com to sign in to their existing account

17. 3. Confirm Institutional email address 4. Verify Institutional email address User will then have to click on the verification link in the email – which will send them back to Mendeley and confirm their upgrade Once signed in, the user will be asked to fill out the confirmation box and then be sent a verification email to their institutional email address.

18. 5. Receive free Premium Upgrade Once back on Mendeley, the user will be given a message telling them their upgrade has been successful The upgrade will be visible in the ‘My Account’ section of their account