Reference Management Software Tools Mendeley Table of Contents

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

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

Use a reference management tool! article Your article citations book conference paper End. Note. Web 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 i. OS 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. , Bib. Te. X, End. Note, 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 Pub. Med.

In this example, we will use the Web Importer to import documents from Pub. Med. We will do a search in Pub. Med, 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 Pub. Med 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.

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

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

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.

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.

Read 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. Unread

Favorites 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.

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

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.

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.

Exercise 7 1. In your Mendeley Desktop, open the pdf of the article: The scientific foundation for tobacco harm reduction, 2006 -2011. 2. Highlight the title of the article. 3. Add a Note in the article.

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

Citing references • Mendeley citation plugin • How to cite references • How to insert bibliography

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.

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 Libre. Office Bib. Te. X This screenshot was taken using Word 2010. Mendeley tool bar is located under the References tab.

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

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

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

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.

Exercise 8 1. 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. 2. 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. 3. 4.

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

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.

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

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.

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

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

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

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

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.

Other Resources • Mendeley Help Guides – desktop and web options. Available at: http: //resources. mendeley. com/ • Videos and Tutorials – How to Import Your documents, How to Organize Your Documents, How to Generate Citations. Available at: http: //resources. mendeley. com/

References • Getting started with Mendeley. Available at: http: //www. mendeley. com/getting-started/ • Zotero Reference Management Software. Available at: http: //www. who. int/entity/hinari/training/Modu le_5_2_Zotero_Reference_Management_So ftware_2011_08. ppt

This module was developed by: Mark Gil Bendo, MLIS Assistant/Library World Health Organization Regional Office for the Western Pacific Updated 2015 08