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Mendeley 
Citation Managers: which one for you? 
21 August 2014
What is Mendeley 
• Mendeley is a free reference manager and 
academic social network 
• Organize your research 
• Collaborate with others online, and discover 
the latest research. 
• Mendeley was purchased by Elsevier during 
2013. 
• At present the software remains free to users.
• Elsevier has recently introduced a Mendeley 
Institutional Edition. 
• This offers an Analytics Dashboard to provide support 
for "institutional information objectives and researcher 
needs“ 
• Premium Upgrades and Institutional Services are also 
offered. 
• A comparative table of what is on offer through Basic 
Individual and Mendeley Institutional can by found 
through the link given below: 
http://www.elsevier.com/online-tools/ 
mendeley/about#about-mendeley-institutional-edition
Indexing your pdfs with 
http://www.mendeley.com/
Register and Download
Signing in 
(N.B. You will be asked to respond to this screen every time you change your LAN password) 
Moving to a New Computer 
Once you have registered as a Mendeley user 
this is easy – download the software and log in 
to your existing account
Open Mendeley Desktop
Creating your library 
• You can add PDFs by clicking the Add Files 
button on the far left toolbar 
• Alternatively, you can drag and drop PDFs into 
the content pane 
• If you want to have access to your PDFs from 
anywhere, activate the file synchronization 
feature, and you are able to access your PDF 
files in your Mendeley Web Library
Adding PDF files
Reviewing document details 
This is an important task as Mendeley does not always get it right- you want 
your bibliography to be perfect, so take the time to review the details of 
each pdf you add to you library.
Watch folders 
Click on Tools, Options, Watched Folders 
Tick the folders you want Mendeley to watch. Any new PDF’s in these 
folders will be imported into your library into Mendeley automatically.
• When you place a document in a watched 
folder, it will automatically be added to 
Mendeley 
• You will be able to annotate, cite and browse 
references instantly 
• Using watched folders makes it easier to add 
multiple papers in one go and keep them 
where you want on your computer
One-click Web Importer 
allows you to import papers, web pages and other documents into your library from search 
engines and academic databases.
Import/export across multiple 
platforms
Importing citations 
http://www.mendeley.com/import
Drag and drop into your bookmarks list
Insert citations in your articles 
• Install the Word or Open Office plug-in (This will install tool bar 
buttons that will allow you to cite a document and generate a bibliography) 
• Click Insert Citation within your document 
• Select the document in Mendeley Desktop, and click Send 
Citation to Word. You can also cite multiple documents. Just 
hold the Ctrl key (or the Cmd key on Mac) and left click the 
documents you want to cite 
• Select the citation style in the drop down menu in your word 
processor 
• Generate a bibliography by clicking Insert Bibliography
Citing a document from within your 
library 
From the Mendeley citation toolbar you can automatically insert formatted citations or 
generate a bibliography for your paper
Mendeley Cite-O-Matic
Installing additional citation styles 
Click on Adding new citation styles to Mendeley Desktop, and then the word “here” 
A repository of currently available styles can also be found here.
Sharing documents and references 
• 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.
Types of groups 
• Private groups – These are invite-only groups 
whose content will only be visible to members 
of the group. ( great for private research 
projects) 
• Public Invite-only Groups - These groups are 
visible to anyone, but only members can 
contribute to them (great for public reading 
lists)
• Public Open Groups - These are groups 
anyone may join and contribute to. They are 
designed for open discussion around any 
subject.
Using groups
To Summarise 
• Automatically generate bibliographies 
• Collaborate easily with other researchers online 
• Easily import papers from other research 
software 
• Find relevant papers based on what you’re 
reading 
• Access your papers from anywhere online 
• Read papers on the go, with our new iPhone app
Mendeley Support & Help 
• http://feedback.mendeley.com 
• support@mendeley.com
Thank you 
Amina.Adam@uct.ac.za

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Mendeley August 2014

  • 1. Mendeley Citation Managers: which one for you? 21 August 2014
  • 2. What is Mendeley • Mendeley is a free reference manager and academic social network • Organize your research • Collaborate with others online, and discover the latest research. • Mendeley was purchased by Elsevier during 2013. • At present the software remains free to users.
  • 3. • Elsevier has recently introduced a Mendeley Institutional Edition. • This offers an Analytics Dashboard to provide support for "institutional information objectives and researcher needs“ • Premium Upgrades and Institutional Services are also offered. • A comparative table of what is on offer through Basic Individual and Mendeley Institutional can by found through the link given below: http://www.elsevier.com/online-tools/ mendeley/about#about-mendeley-institutional-edition
  • 4. Indexing your pdfs with http://www.mendeley.com/
  • 6. Signing in (N.B. You will be asked to respond to this screen every time you change your LAN password) Moving to a New Computer Once you have registered as a Mendeley user this is easy – download the software and log in to your existing account
  • 8. Creating your library • You can add PDFs by clicking the Add Files button on the far left toolbar • Alternatively, you can drag and drop PDFs into the content pane • If you want to have access to your PDFs from anywhere, activate the file synchronization feature, and you are able to access your PDF files in your Mendeley Web Library
  • 10. Reviewing document details This is an important task as Mendeley does not always get it right- you want your bibliography to be perfect, so take the time to review the details of each pdf you add to you library.
  • 11. Watch folders Click on Tools, Options, Watched Folders Tick the folders you want Mendeley to watch. Any new PDF’s in these folders will be imported into your library into Mendeley automatically.
  • 12. • When you place a document in a watched folder, it will automatically be added to Mendeley • You will be able to annotate, cite and browse references instantly • Using watched folders makes it easier to add multiple papers in one go and keep them where you want on your computer
  • 13. One-click Web Importer allows you to import papers, web pages and other documents into your library from search engines and academic databases.
  • 16. Drag and drop into your bookmarks list
  • 17. Insert citations in your articles • Install the Word or Open Office plug-in (This will install tool bar buttons that will allow you to cite a document and generate a bibliography) • Click Insert Citation within your document • Select the document in Mendeley Desktop, and click Send Citation to Word. You can also cite multiple documents. Just hold the Ctrl key (or the Cmd key on Mac) and left click the documents you want to cite • Select the citation style in the drop down menu in your word processor • Generate a bibliography by clicking Insert Bibliography
  • 18. Citing a document from within your library From the Mendeley citation toolbar you can automatically insert formatted citations or generate a bibliography for your paper
  • 19.
  • 21. Installing additional citation styles Click on Adding new citation styles to Mendeley Desktop, and then the word “here” A repository of currently available styles can also be found here.
  • 22. Sharing documents and references • 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.
  • 23. Types of groups • Private groups – These are invite-only groups whose content will only be visible to members of the group. ( great for private research projects) • Public Invite-only Groups - These groups are visible to anyone, but only members can contribute to them (great for public reading lists)
  • 24. • Public Open Groups - These are groups anyone may join and contribute to. They are designed for open discussion around any subject.
  • 26. To Summarise • Automatically generate bibliographies • Collaborate easily with other researchers online • Easily import papers from other research software • Find relevant papers based on what you’re reading • Access your papers from anywhere online • Read papers on the go, with our new iPhone app
  • 27. Mendeley Support & Help • http://feedback.mendeley.com • support@mendeley.com