1. Mendeley is a reference manager that allows users to organize bibliographic references and easily insert citations and generate bibliographies in documents. It has both a desktop and web version. 2. The desktop version allows automatic importing of references from databases and PDFs. It integrates with Microsoft Word to insert citations and bibliographies. References can be organized into folders. 3. In Word, citations are inserted using the Mendeley plugin. The bibliography style can be changed and citations edited. Documents can be finalized by removing Mendeley fields.

1. bibliotecas UA | 2016bibliotecas UA | 2016
manage bibliographic
references: MENDELEY
image: https://flic.kr/p/bzXYGf

2. summary
1. citations and bibliographic references
▸ key concepts
▸ advantages
2. essential of Mendeley
▸ registration and installation
▸ installation of plugins
▸ automatic insertion of references
▹ synchronization of Web and desktop versions
▸ manual insertion
▸ organization: folders creation

3. summary
3. integration with Word
▸ inserting citations in text
▸ presentation of the bibliography
▸ application of bibliographic standards and styles
▸ editing citations
▸ finalize document
4. Mendeley extras
▸ Mendeley Desktop: management, sharing and editing
▸ Mendeley Web

4. 1.
citations and bibliographic references
key concepts | advantages

5. citation in text
is a shorthand way of referencing in the text the contents of another author and
must contain all the information necessary to enable a clear correspondence
between itself and the respective bibliographic reference.

6. direct citationliteral transcription of the author's text (brief or extensive)
secondary sourceswhen we don’t have access to the original text
indirect citationtransmission of the idea by your own words

7. examples
brief and extensive direct citations

8. citations in text
standards and bibliographic styles
author-dateex.: (Silva, 2013)
footnote
numericalex.: [1], [2]

9. bibliographic
references
presents the details of the publication, in order to allow an exact identification of
that document
the data to be included vary according to the type of publication and the standard /
style applied

10. citations and bibliographic references
advantages
Avoiding plagiarism, make clear
distinction between your work and the work
published by others
Locate and identify the publications
that were consulted and from which were
collected the contents that are cited in the
text
image: https://flic.kr/p/cQDPXd

11. 2.
essential of Mendeley
registration and installation | plugins | automatic and manual insertion |
organization

12. registration and installation
http://www.mendeley.com/
▸ software that provides free version for Windows and Macintosh
▸ space limit: 2Gb (free version)
▸ friendly and intuitive use
▸ social web

13. mendeley
registration
▪ Google Chrome or FireFox *
▪ go to http://www.mendeley.com
▪ select “Create a free account”
▪ fill in the fields indicated
* Mendeley compatible browsers

14. mendeley
installation
▸ after registration, run the .exe file of the software and follow the instructions to
complete the installation
▸ if the download of the program file did not run automatically, at the end of the
web page www.mendeley.com click on “download Mendeley Free”. Follow the
instructions to complete the installation.

15. installation of
plugins
tools that add new features to the program
▸ MS Word Plugin
▸ Web Importer

16. MS Word pluginallows you to integrate the Mendeley references in the MS-Word
installation*
▸ in Mendeley Desktop select in the top menu Tools the option Install MS Word
Plugin
▸ in the plugin installation window click OK
* close all Microsoft applications that are open (Outlook and Office - word, ppt, etc.)

17. web importerallows the automatic collect of bibliographic records for the Mendeley
installation
▸ in Mendeley Desktop select in the top menu Tools the option Install Web Importer -
https://www.mendeley.com/import/
▸ select your browser and follow the instructions

18. references
automatic insertion
Can be done in three ways:
▸ Save to Mendeley button
▸ Export options of the resources
▸ Mendeley Desktop Add Files option

19. save
to
Mendeley
automatic import
image: https://flic.kr/p/4smCbc

20. automatic import
save to Mendeley
example
▸ go to Google Scholar - http://scholar.google.pt/
▸ Do a search and at the results page click on the Import to Mendeley extension
▸ In the Mendeley import window* select the records you want to save
* If in the Mendeley import window ask for email and password, use the same you used for register on Mendeley

21. save to Mendeley
works on the following resources:
examples
▸ Scopus
▸ Web of Science
▸ Academic Search Complete
▸ PubMed
▸ …

22. other
export
options
to be used when the Save
to Mendeley button
doesn’t work
image: https://flic.kr/p/5jrX2G

23. automatic import
other export options
example
▸ access and search in http://www.ua.pt/sbidm/biblioteca/pesquisa (Integrated Search)
▸ in the results page click in for each reference you want to export
▸ after selecting the references, click in the Folder option (top menu)

24. continued…
▸ mark the checkboxes of the references to export
▸ select Export (right side menu)
▸ check if the Direct Export in RIS Format option is active and click in Save
▸ drag the export file to Mendeley (drag & drop)
automatic import
export options for each resource

25. option
add
file/folder
automatic import
image: https://flic.kr/p/55JXFy

26. automatic import
option add files / folder
example
▸ open the Mendeley (desktop) program and select Add files either Add folder option
from the icon or the top File menu
▸ select the PDF file or folder to export and Click Open / OK

27. synchronization
when importing references automatically to Mendeley, these are sent to the Web version of the program
being subsequently updated the information in the Desktop version
to view the references you imported in the Mendeley desktop proceed to
synchronize the two versions (Web and desktop) through the icon present in the top
menu of the Mendeley desktop

28. references
manual insertion
▸ in the Mendeley desktop select the option Add Entry Manually... present in the icon
or in the File menu
▸ select the type of document - Type - and fill in the description fields
▸ click Save when finishing the task

29. organization
folders creation
for a more efficient organization you can opt for the Mendeley folder creation feature
for example:
by subject
by discipline

30. organization
folders creation
▸ in the Mendeley Desktop select in the top menu the icon or in the lateral
menu select the option Create folder
▸ give a name to the created folder
▸ to associate references to the created folder select in the side menu All documents
the references that you want and drag them to the folder (drag & drop)

31. 3.
integration with Word
inserting citations | bibliography | standards and styles | edit citations | finalize
document

32. inserting
citations
▸ place the cursor in the text location where you want to insert the citation
▸ in the Word top menu References select the Insert Citation option in the Mendeley-Cite-
O-Matic block*
*If the Mendeley-Cite-O-Matic is not visible, see slide 16 of this presentation - installation of WS Wordplugin.

33. presentation of the
bibliography
▸ the list of bibliographic references is not automatically entered by Mendeley in Word
▸ to activate this option, select in the Word top menu References the option Insert
Bibliography present in the block Mendeley-Cite-O-Matic

34. application of bibliographic
standards and styles
▸ the change of bibliographic style can be done from the Word top menu References,
through the Style field in the Mendeley-Cite-O-Matic block
▸ in this field when selecting the style that you want, the change is applied to entire
document

35. application of bibliographic standards and styles
search and install
▸ in the References menu of Word select in the Style field, in the Mendeley-Cite-O-
Matic block, the option More styles…
▸ in this window click on the second tab Get More Styles and search by the name
of the standard or style you want, click Install and then the Done button

36. editing citations
▸ place the cursor on the citation you want to edit and select, from the References menu
in Word, the Edit Citation option in the Mendeley-Cite-O-Matic block
▸ in the window, place the cursor in the name of the author, year (ex .: Silva, 2010) to
expand the window and see the available options

37. continued...
editing citations
▸ in the citation editing window you can add or delete information in the citation, like:
▸ page: enter the number or range of number of pages (e.g. 16-23)
▸ prefix: to be used in case of indirect citations (e.g. as cited in...)
▸ supress author: to be used in cases where the author is named before the citation (e.g.: According to Silva ... (2010)

38. finalize document
▸ in the References menu of the Word, select Export > Without Mendeley Fields in the
Mendeley-Cite-O-Matic block
▸ give another name to the document and save it (e.g.: work_v1)
Note:
Note: this version of the document should be used for sending (teachers, colleagues, etc.), avoiding situations of deformation of the original document;
In the case of corrections, they must be entered in the original document and after the correction must be made the same process of removal of Mendeley fields (e.g. Work_v2)

39. 4.
Mendeley extras
Desktop | Web

40. extras
Mendeley Desktop: management | share | edit
folder creation
filters by authors, tags, publications or keywords
mark favorite documents
mark read/unread documents

41. extras
Mendeley Desktop: management | share | edit
to send references by email
to create private or public groups for
sharing references

42. extras
Mendeley Desktop: management | share | edit
to add notes and underline
possibility to open multiple PDF
to search within PDF

43. extras
Mendeley Web
although only the desktop version of the software allows integration with Word, the
Mendeley Web version enables the user:
▸ organization - online management of their bibliographic references
▸ visibility - profile enrichment and scientific production sharing
▸ collaboration / Web 2.0 - connection to peers or groups with common interests and sharing in
social networks
▸ search - access to the Papers database and other relevant information, e.g. access to query statistics

44. extras
Mendeley Web
Mendeley database
search groups by interest area
pairs search
Mendeley helpdesk: forum
Library: bibliographic references
profile
statistics | bibliometry
install Web Importer

45. extras
Mendeley Web
edit records
search
create folders
manual insertion
add file | folder
create groups

46. extras
Mendeley Web
statistical data
export PDF and / or reference to the Library
link to the publisher page and / or search
other resources sharing on social networks
sharing in social networks
Papers database

47. help
▸ mendeley desktop - http://resources.mendeley.com/Mendeley_Desktop/introduction/
▸ mendeley web - http://resources.mendeley.com/Mendeley_Web/introduction/
▸ mendeley vídeos - https://www.youtube.com/user/MendeleyResearch
▸ the UA libraries
http://www.ua.pt/sbidm/biblioteca/referencia
http://www.ua.pt/sbidm/biblioteca/mendeley
image: https://flic.kr/p/4qzZ7Q

48. Thank you!!
Questions?
sbidm-referencia@ua.pt

49. bibliotecas UA | 2016bibliotecas UA | 2016
UA libraries
http://www.ua.pt/sbidm/biblioteca
sbidm-biblioteca@ua.pt
Estes conteúdos estão protegidos
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Divulgação Apoio Literacia Informacional
2015|2016