1. Managing References : Mendeley

2. Table of Contents
Why use a reference management software and what is reference management software?
Mendeley features and functionality:
Accessing Web and downloading Earth version (free)
Creating your Mendeley library
Managing documents and references
Citing references
*Trainer Notes
Introduce yourself and welcome everyone to course. Ask participants to introduce themselves and give some information on what they expect to gain from the workshop. Distribute the manuals and discuss briefly each item on the list.
The topics to be covered in this review are:
Basic definition of Internet terms and concepts that are routinely used in discussions on using the Internet.
A brief history of the Internet will be provided.
The structure of the Internet and the tools that drive the use of the resources will be covered including the World Wide Web and its components.
Types of Information resources and guidelines for their evaluation will be addressed.
Search tools and techniques for accessing information will be covered.
Researching Health and Biomedical Information on the WWW. 2

3. Typical researcher writing a paper…
Source: flickr/toennessen

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?
Mendeley is a free reference manager and academic social network that can help you organize your research, collaborate with others online, and discover the latest research. 7

8. Syncs Desktop & Web applications
Desktop – a free academic software to manage, share, read, annotate and cite your research papers
Web - a research network to manage your papers online, discover research trends and statistics, and to connect to like- minded researchers

9. Tabbed menu or Resources
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
Collections
Reference details
This is the Desktop version of Mendeley which is used to manage, annotate and cite your research papers.
Filters

11. The basic or Earth version of Mendeley is free.
On top of the free version, you can also upgrade to their premium plans with additional features for a fee.

12. To register and use Mendeley, go to the following address:
From the Mendeley homepage, you will see the Sign up for free and Sign in box. Click on Sign up for free to Register.
You can also use your Facebook account to Sign in.

13. Once you click on Sign up for free, the short Registration page will display.
Please provide all the required information and click on Finish.

14. Once you’re signed in, you have the option to Download Mendeley Desktop. You can choose to download it right away or later.

15. If you choose to download Mendeley, click Save so that you can use the file again - if you decide to install it in other computers or laptops.

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

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

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

19. Exercise 1
1. Open your preferred web browser (IE, Firefox, Chrome, etc.)
2. Go to the website:
3. Sign up for an account
and download the Mendeley Desktop.

20. Creating your Mendeley Library
There are several ways:
Search references within the Mendeley website
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 20

21. 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.

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

23. In Mendeley Desktop, click Add Documents, browse to the location of the pdf and click the Open button.

24. 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 Needs
Review section for manual verification.

25. Click Add Folder, browse to the location of the folder
Click Add Folder, browse to the location of the folder. Then click the OK button.

26. 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.

27. add them to your library.
Drag & drop PDFs here to
add them to your library.

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

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

30. 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 Library. The article should be displayed.

31. Exercise 3 2. Select Book and enter the following:
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,
3. Click Save.

32. 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.

33. Exercise 5
In EndNoteWeb, export any of your references. Click Format – Export references. Choose RefMan (RIS) Export as the export style then click Save.
In Mendeley Desktop, click Add Documents, locate the file you exported from EndNoteWeb then click Open.
Note: you will need an account in EndNoteWeb which is available via HINARI’s Reference Sources drop down menu.