1. Reference Management Software Tools Mendeley
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2. Table of Contents: Part A
Background/Location
Signup/Login
Import References
Organize (Manage) References

3. Table of Contents Part B Managing Documents & References
File organizer
Citing references
Creating bibliographies/Using MS Word Plugin
Sharing documents and references

4. Problem statement… Your topic: article Your paper citations book
conference paper
Your topic:
Your paper
reference list/bibliography
citations
Lots of typing
Lost references
Mistakes
Managing References 4 4

5. Use a reference management tool!
article
book
conference paper
Your article
citations
reference list/bibliography
EndNoteWeb
Mendeley
Etc.
Managing References 5 5

6. Reference management softwares
Tools that help scholars to create and manage their lists of references for research projects. Most tools are designed to organize citations into specific formats for the preparation of manuscripts and bibliographies. Many search tools provide ways to download references into reference management tools.

7. What is Mendeley? Organize your documents + references
Collaborate by joining + creating groups
Discover statistics + recommendations
Stay up to date + Learn more
[12/08/2014] 7

8. What is Mendeley? Free Academic Software
Cross-Platform (Win/Mac/Linux)
All Major Browsers
Desktop
Web
Mobile
So how do you use Mendeley? Mendeley is free academic software that is available on all major platforms and in all popular browsers. That means you can use Mendeley on your MacBook, on your PC, or in Linux. Mendeley offers you a desktop library so you can work offline, a web library for when you’re not at your own computer, and an iOS version, so you can work on the go.

9. My Library/ Collections
This is the Web version of Mendeley which is used to manage your papers online.
Tabbed menu or Resources
Main menu or Function menu
References
My Library/ Collections

10. References
Desktop version of Mendeley which is used to manage, annotate and cite your research papers offline.
Collections
Reference details
Filters

11. Mendeley for iOS which is used to manage, annotate and cite your research papers on-the-go.

12. The basic version of Mendeley Web is free with 2 GB Personal Web Space, 500 MB Shared Web Space, 5 collaborators, 5 groups and 500 MB group library space.
You can also upgrade to their premium plans with additional storage and features for a fee.

13. To use Mendeley, go to the following address:
From the Mendeley homepage, click on Create a free account.

16. Mendeley will automatically detect the operating system that you are using.
Click Save so you can use the file again if you decide to install it in your other computers or laptops.

17. To be able to share your profile and make it searchable to all users of Mendeley, you should verify your account.
Open the address that you use during the sign up/registration.

18. Click on the URL or the link provided in the email to verify your Mendeley account.

19. After clicking on the URL or link, you will be sent to this page that verifies your account.

20. If you decide to use your Facebook account to Sign in, you have to provide your email and password.

21. Exercise 1
1. Open your preferred web browser (IE, Firefox, Chrome, etc.)
2. Go to the website:
3. Create a free account
and download the Mendeley Desktop.

22. Creating your Mendeley Library
There are several ways:
Add a PDF
Add a folder of PDFs
Drag and drop PDFs in Mendeley Desktop
Import/export to and from other reference management software
Add reference manually
Watch folders to automatically add PDFs to Mendeley Desktop
One-click Web Importer
Search references within the Mendeley website 22

23. Click Literature Search.
Type your keywords in the search box and press the enter key.

24. Click the grey dot next to the reference to add it in your library.
Check marks indicate that the references are added to your library.

25. Click Recently Added to view the new references.

26. Log in to your Mendeley Web account then click the Papers tab.
Type your keywords in the search box then click the search icon.

27. Click Save PDF/reference to library to add references to your library.
Check marks indicate that the references are added to your library.

28. If you want to have access to your PDFs from anywhere, activate the file synchronization feature. By enabling this feature you are able to access your PDF files in your Mendeley Web library.
Note: Always use the Sync in Mendeley Desktop everytime you use the Mendeley Web to add references to your library.

29. Click Add Files, browse to the location of the pdf then, click the Open button.

30. This slide shows that the pdf has been added to your library.
Mendeley will attempt to automatically detect the document details (bibliographic data).
Any documents whose details Mendeley is
uncertain about will be added to the Reference details section for manual verification.

31. Click the dropdown arrow and choose Add Folder
Click the dropdown arrow and choose Add Folder. Then browse to the location of the folder and click the Ok button.

32. Any documents whose details Mendeley is
All pdfs inside the folder
This slide shows that all PDFs have been added to your library. Two were added.
Mendeley will attempt to automatically detect the document details (bibliographic data).
Any documents whose details Mendeley is
uncertain about will be added to the Needs
Review section for manual verification.

33. Drag & drop PDFs in the Reference section to add them to your library.

34. Export and Import to and from other reference management software

35. Add Entry manually lets you add references to Mendeley Desktop by completing a form.

36. Exercise 2
1. Click Literature Search and type your keywords in the search box then press the enter key.
2. From the search results, select five (5) articles that is of interest to you and save to your library.

37. Creating your Mendeley Library
There are several ways:
Add a PDF
Add a folder of PDFs
Drag and drop PDFs in Mendeley Desktop
Import/export to and from other reference management software
Add reference manually
Watch folders to automatically add PDFs to Mendeley Desktop
One-click Web Importer
Search references within the Mendeley website 37

38. Click Add Files, browse to the location of the pdf then, click the Open button.

39. This slide shows that the pdf has been added to your library.
Mendeley will attempt to automatically detect the document details (bibliographic data).
Any documents whose details Mendeley is
uncertain about will be added to the Reference details section for manual verification.

40. Click the dropdown arrow and choose Add Folder
Click the dropdown arrow and choose Add Folder. Then browse to the location of the folder and click the Ok button.

41. Any documents whose details Mendeley is
All pdfs inside the folder
This slide shows that all PDFs have been added to your library. Two were added.
Mendeley will attempt to automatically detect the document details (bibliographic data).
Any documents whose details Mendeley is
uncertain about will be added to the Needs
Review section for manual verification.

42. Drag & drop PDFs in the Reference section to add them to your library.

43. Export and Import to and from other reference management software

44. Add Entry manually lets you add references to Mendeley Desktop by completing a form.

45. Exercise 2
1. Log in to your Mendeley Web account then click the Papers tab.
2. In the search box, search for the article:
The scientific foundation for tobacco harm reduction, by Brad Rodu
3. Save it to your library.
4. Open your Mendeley Desktop and click Sync. The article should be displayed.

46. Exercise 3 1. In Mendeley Desktop, click File - Add Entry Manually.
2. Select Book and enter the following:
Title: Tuberculosis Control in the Western Pacific Region Report
Author: World Health Organization. Regional Office for the Western Pacific
Publisher and publication date: WHO Regional Office for the Western Pacific, 2011.
3. Click Save.

47. Exercise 4 Download the following article and save to your desktop:
Multidrug-resistant tuberculosis today
by A Matteelli et al.
Click to get full text pdf
2. Drag and drop the pdf file in the Reference section of your Mendeley Desktop.
3. Review the details of the article before clicking the button - Details are Collect.

48. Exercise 5
Try to export any of your references from the reference management software which you are currently using (i.e., BibTeX, EndNote, RIS and Zotero). Then Save it in your desktop.
In Mendeley Desktop, click File – Import – [Choose the format of the exported file] and then locate the file you exported then click Open.

49. Use Watch folders to automatically add PDFs to Mendeley Desktop.
When you place a document in a watched folder, it will be automatically added to Mendeley.

50. Web Importer lets you import references and documents from a wide range of academic databases with a single click.
In addition to this it lets you save a snapshot of any webpage you are viewing.
To install it, click Tools – Install Web Importer.

51. Then follow the succeeding instructions.
The Web Importer can import documents from different sites including PubMed.

52. In this example, we will use the Web Importer to import documents from PubMed.
We will do a search in PubMed, then go to Favorites (IE) or Bookmarks (Firefox & Chrome) and click Save to Mendeley.

53. Click the “+” icon to choose individual articles or click Save all to save the entire list and the pdf (if available) to your Mendeley Library.

54. The green check marks indicates that the references are saved in your Mendeley Library.
To view it, click View in Mendeley Desktop.

55. Exercise 6
Install the Web Importer in your Mendeley Desktop by clicking Tools – Install Web Importer and then follow the succeeding instructions.
Go to PubMed and type: tobacco control 2012 in the search box.
Click Favorites (IE) or Bookmarks (Firefox & Chrome) and click Save to Mendeley.
Import the first 3 articles.
Click Sync to display the exported articles to your Mendeley Desktop.

56. You can also search references within the Mendeley website.
In Mendeley Web click the Papers tab and perform a search.
Within the search results, just click either Save PDF to library or Save reference to library.

57. If you want to have access to your PDFs from anywhere, activate the file synchronization feature. By enabling this feature you are able to access your PDF files in your Mendeley Web library.
Note: Always use the Sync in Mendeley Desktop everytime you use the Mendeley Web to add references to your library.

58. Table of Contents Part B Managing Documents & References
File organizer
Citing references
Creating bibliographies/Using MS Word Plugin
Sharing documents and references

59. Managing your documents and references
Check duplicates and merge duplicate author names, tags, or publications
Documents can be marked read/unread
Search as you type
Annotate PDFs
File Organizer 59

60. Occasionally when you are importing references into Mendeley, they can become duplicated. This often happens when importing from completely different sources, such as a paper using the web importer bookmarklet, and then dragging a PDF of that same reference into Mendeley.
You can find duplicates by selecting the Tools menu, and clicking the Check for Duplicates option.

61. Sets of duplicates will then be shown
Sets of duplicates will then be shown. Select a set and review the metadata in the right hand details pane. Any field which has a tick to the left of it has no conflicts while un-checked fields means 2 or more duplicates in the set have conflicting data.
Click the Confirm Merge button to merge the set.

62. Documents can be marked read/unread.
When you add documents to Mendeley, they are marked unread by a small green dot. If you open them within the Mendeley PDF viewer they will be marked read. Or simply click on the green dot to toggle read/unread.
Read
Unread

63. You can mark your favorite documents (or documents you keep want to track of) with the star icon. Simply click to star, and click again to un-star. All favorite documents will appear in the Favorites Folder, so you can refer back to them with one click.
Favorites

64. All favorite documents will appear in the Favorites Folder, so you can refer back to them with one click.

65. Search as you type.
Smart search in documents highlights the search term as you type, so you can find what you're looking for quickly. Just type into the search bar and watch Mendeley find matching terms in the document.

66. Annotate PDFs.
You can add highlights and notes to documents within Mendeley Desktop.
Open a PDF in Mendeley's PDF viewer by clicking on the pdf icon.
Add highlights and notes by clicking on the Highlight Text or Add Note buttons on the menu.

67. Exercise 7
In your Mendeley Desktop, open the pdf of the article: The scientific foundation for tobacco harm reduction,
Highlight the title of the article.
Add a Note in the article.

68. Mendeley's File Organizer can automatically rename your PDFs and file them in a clear folder structure, making it easier to find your files outside of Mendeley. You can find it here:
Tools - Options - File Organizer tab 1 2 3

69. Citing references Mendeley citation plugin How to cite references
How to insert bibliography 69

70. To be able to cite a document, generate a bibliography, or manually edit any entry, you should install the citation plug-in first.
Go to Tools – Install MS Word Plugin.

71. The Mendeley citation plugin allows you to cite seamlessly without leaving your word processor.
The plugin is compatible with:
Windows Word 2003, 2007, 2010
Mac Word 2008, 2011
LibreOffice
BibTeX
This screenshot was taken using Word 2010.
Mendeley tool bar is located under the References tab.

72. To insert citation, put the cursor where you want the citation inserted and then click the Insert Citation button.

73. Search by author, title or year in the search box.
Click the article/s to be inserted and then click OK.

74. The citations have been inserted
The citations have been inserted. Continue adding all the citations in your paper.

75. To insert the bibliography, put the cursor where you want the bibliography inserted.
Then click Insert Bibliography and all the cited references will be added to your paper.

76. Exercise 8
Install the Mendeley citation plugin in your Mendeley Desktop by clicking Tools – Install MS Word Plugin. Once installed you will have a Mendeley tool bar.
Open an article (or a sample article) in MS Word and insert citation to it.
Add 3-5 citations to the article.
Insert the bibliography at the end of the article.

77. Sharing Documents and References (cont.)
How to create a group
Adding members and documents
Using groups 77

78. Groups are a simple way for you to collaborate with your colleagues and share a collection of documents. Any member of a group may upload documents to it. You can create a group by clicking on Create Group in the left hand pane.

79. Once you have clicked Create Group, a dialog asking you to enter details of your group will appear.

80. Sharing Documents and References (cont.)
Three types of groups:
Private – Share references and full-text files. Only group members can see the group, good for sharing in private.
Invite-only – Share references only. Public can follow the group only, good for sharing references or reading lists.
Open – Share references only. Public can become a member or follow the group, good for crowd sourcing reading lists. 80

81. In this example, we will create a private group named Diabetes with group description - Diabetes references and click Create Group.

82. Then, we will invite people by supplying their email address
Then, we will invite people by supplying their address. This step can also be skipped and done in another time.
A custom message is optional. Then click Send Invites.

83. You will be brought to this page which confirms that the Invites were sent and that the group was created.
Click Continue to group.

84. You can view the documents of a group by going to the Documents tab.
To Add Documents, go to the group and click on Add documents in the top bar. Alternatively, you can simply drag and drop documents to the group (either from your Mendeley folders, or from anywhere else on your computer).
Once you have created your group, you can add members and documents to it.
To Invite Members to the group, go to the Members tab.
You can either add people that are already Mendeley users by clicking on Find or you can invite people to join you on Mendeley by clicking on Invite.

85. The Overview tab shows a summary of what has happened in your Group
The Overview tab shows a summary of what has happened in your Group. You can see updates on who has joined, who said what, and which papers have been added by whom.
You can also post status updates by entering your update into the box at the top of the overview section.
This is the end of the Mendeley module.

86. Other Resources
Mendeley Help Guides – desktop and web options. Available at:
Videos and Tutorials – How to Import Your documents, How to Organize Your Documents, How to Generate Citations. Available at: 86

87. References
Getting started with Mendeley. Available at:
Zotero Reference Management Software. Available at: le_5_2_Zotero_Reference_Management_So ftware_2011_08.ppt 87

88. This module was developed by: Mark Gil Bendo, MLIS Assistant/Library
World Health Organization
Regional Office for the Western Pacific
Updated 88