Reference Management Software Tools
Mendeley
Table of Contents: Part A
•
•
•
•
Background/Location
Signup/Login
Import References
Organize (Manage) References
Table of Contents Part B
Managing Documents & References
• File organizer
• Citing references
• Creating bibliographies/Using MS Word
Plugin
• Sharing documents and references
Typical researcher writing a paper…
Source: flickr/toennessen
Problem statement…
Your topic:
article
article
article
article
Your paper
citations
book
book
conference
conference
conference
paper
paper
paper
• Lots of typing
• Lost references
• Mistakes
reference list/bibliography
Use a reference management tool!
article
article
article
article
Your article
citations
book
book
conference
conference
paper
conference
paper
paper
EndNoteWeb
Mendeley
Etc.
reference list/bibliography
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.
What is Mendeley?
Organize your documents + references
Collaborate by joining + creating groups
[12/08/2014]
Discover statistics + recommendations
Stay up to date + Learn more
What is Mendeley?
• Free Academic Software
• Cross-Platform (Win/Mac/Linux)
• All Major Browsers
Mobile
Desktop
Web
This is the Web version of
Mendeley which is used to
manage your papers online.
Tabbed menu
or Resources
Main menu or
Function menu
My Library/
Collections
References
References
Collections
Filters
Desktop version of Mendeley
which is used to manage,
annotate and cite your research
papers offline.
Reference
details
Mendeley for iOS which is used
to manage, annotate and cite
your research papers on-the-go.
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.
To use Mendeley, go to the following
address:
http://www.mendeley.com
From the Mendeley homepage, click
on Create a free account.
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.
To be able to share your profile and
make it searchable to all users of
Mendeley, you should verify your
account.
Open the email address that you use
during the sign up/registration.
Click on the URL or the link provided in the
email to verify your Mendeley account.
After clicking on the URL or link, you
will be sent to this page that verifies
your account.
If you decide to use your
Facebook account to Sign
in, you have to provide
your email and password.
Exercise 1
1. Open your preferred web browser (IE,
Firefox, Chrome, etc.)
2. Go to the website: www.mendeley.com
3. Create a free account
and download the Mendeley Desktop.
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
Click Literature Search.
Type your keywords in the search
box and press the enter key.
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.
Click Recently Added to view the
new references.
Log in to your Mendeley Web
account then click the Papers tab.
Type your keywords in the search
box then click the search icon.
Click Save PDF/reference to library
to add references to your library.
Check marks indicate that the
references are added to your library.
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.
Click Add Files, browse to the
location of the pdf then, click the
Open button.
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.
Click the dropdown arrow and
choose Add Folder. Then browse to
the location of the folder and click
the Ok button.
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.
Drag & drop PDFs in the Reference section to
add them to your library.
Export and Import to and from other
reference management software
Add Entry manually lets you add
references to Mendeley Desktop by
completing a form.
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.
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
Click Add Files, browse to the
location of the pdf then, click the
Open button.
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.
Click the dropdown arrow and
choose Add Folder. Then browse to
the location of the folder and click
the Ok button.
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.
Drag & drop PDFs in the Reference section to
add them to your library.
Export and Import to and from other
reference management software
Add Entry manually lets you add
references to Mendeley Desktop by
completing a form.
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, 2006-2011 by Brad Rodu
3. Save it to your library.
4. Open your Mendeley Desktop and click Sync.
The article should be displayed.
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 2010 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.
Exercise 4
1. 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.
Exercise 5
1. 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.
2. In Mendeley Desktop, click File – Import –
[Choose the format of the exported file] and then
locate the file you exported then click Open.
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.
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.
Then follow the succeeding
instructions.
The Web Importer can import
documents from different sites
including PubMed.
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.
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.
The green check marks
indicates that the
references are saved in
your Mendeley Library.
To view it, click View in
Mendeley Desktop.
Exercise 6
1.
2.
3.
4.
5.
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.
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.
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.