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Mendeley: a tool for organizing references and an aid to research

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Presentation on theme: "Mendeley: a tool for organizing references and an aid to research"— Presentation transcript:

1 Mendeley: a tool for organizing references and an aid to research
By Dr. Samir Kumar Jalal, Dy. Librarian & Mr. H.K. Biswal, Asst. Librarian Central Library, IIT Kharagpur

2 Summary of Presentation
Reference Management Introduction to Mendeley Mendeley Live Demonstration

3 Reference Management System
Reference Management software is a tool for faculty members, researchers and students, who wants to use bibliographic citations while writing an article, report or books. Free Academic Software Cross-Platform (Win/Mac/Linux/Mobile) All Major Browsers

4 Overview of Mendeley Mendeley is a free reference manager from Elsevier; Download Mendeley for free; Quick & simple installation; Works on Windows, Mac & Linux; Desktop and Web Application; Manage, share and discover both contents; Manage all PDFs (Articles, Book Chapters, etc.); Organize, cite and collaborate; and Compatible MS Words, LibreOffice and BibTex.

5 Please go to https://www.mendeley.com
Getting started Please go to The first thing you’ll need to do is to create an account via mendeley.com. This is completely free to do and only takes a few seconds. You’ll need a Mendeley account to log into the different versions of the software. Once you’ve created your account you’ll be prompted to download the appropriate version of Mendeley Desktop for your current machine. You don’t have to do this right away, but it’s a good idea to have the desktop application installed on your main working computer.

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7 Manage Your Library Items added in the last two weeks
All items in your personal Library Items added in the last two weeks Access your recently read items Mendeley Desktop’s interface should be fairly intuitive if you’re familiar with programs like iTunes, or even Gmail. The left-hand panel offers a number of different options to help filter your document list to exactly what you need to find. The default position when opening Mendeley Desktop is ‘All Documents,’ which will list all items in your library. You can use the column headings (such as Author Names, Year, etc.) to order your documents by that value - this can be useful for finding works by a specific author, for example. When you add materials to your library, they will initially be marked as unread - indicated by a large green dot in the second column. You can toggle this off and on by clicking it. Alternatively, a document will be marked as read once you’ve spent a certain amount of time reading it in the Mendeley PDF reader. You can ‘star’ documents to mark them as favorites. They can then be easily retrieved via the left-hand panel. You can also use the left-hand panel to access items you’ve recently added, or items you’ve recently read. All items you’ve starred in your library Items in need of review

8 Mendeley- File Menu Bar
Add Files Add Folders Add Bibliography Manually[search by DOI, etc. Watch Folder (Browse the desktop folder) Remove Folder Remove Files Share Files (through )

9 Adding Documents Import from another reference
Select a file or folder to add from your computer Import from another reference manager, or BibTeX Watch a folder Add reference by manually entering details Mendeley also offers a number of other options for adding material to your library. You can find these by opening the File menu. You can choose to add individual files, or the contents of an entire folder by browsing to the relevant location on your computer. You can opt to ‘watch’ a folder - which will mean that Mendeley monitors that location for any new items being dropped into the folder. If it finds a new document, that document will be automatically added to your Mendeley library. You can also easily import a library from other reference managers, so if you’ve tried out EndNote, Reworks or another solution and found them not to your liking, you can carry across your library to Mendeley easily. You also have the option to create a reference manually - which will allow you to complete a number of fields by hand.

10 Import Documents in Watch Folder
Click File> Watch Folder Click/ enable the folder in your local drive that Mendeley to watch After configure this, the moment you add any PDF file to the local folder it automatically add to the Mendeley My Library.

11 Mendeley- Edit Menu Bar
Highlight Text Highlight Text in Rectangle Add Note Edit>click on Add Note Remove Annotation. Edit>click remove annotation and then click on annotation

12 Mendeley: Title Bar

13 Adding Article from Scopus
One can add directly his/ her desired article retrieved from Scopus to Mendeley My Library under the desired sub folder with Tag and Notes.

14 Create and Use Folders & Sub-Folders
References not added to a folder will appear in ‘unsorted’ Your folders will be listed below. Drag and drop to re-order them. Folders allow you to quickly file your references under different topic headings. You can drag and drop references from your library onto the folder name in the left panel to add that reference to a folder. You can also create folders within existing folders. Use ‘Create Folder’ to enter a new folder name.

15 Mendeley Desktop Tools Invite Colleague Install Web Importer
Install MS Word Plugin Check for Duplicates <clicking on duplicates it say no duplicates recently added> Options <provides account usage and preferences>

16 Find and Import New Contents
Discover with Literature Search Literature search-select record-Save Reference <in right Pane> [here we cannot add Tag; Tag can be added after clicking in My Library and after opening the document] Import contents through Web Importer Web Importer bookmarklet. Tools → Install Web Importer Auto-add documents with a Watch Folder

17 Installing Web Importer
Using Chrome? Step-1: Install the Mendeley Web Importer browser extension. Step-2: Click on Add to Chrome Step-3:Web Importer will be installed. Step-4: Log in using username and password. Using Firefox? - Install the Mendeley Web Importer bookmarklet. Save to Mendeley

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19 Showcase Your Publications
Add your own publications Mendeley adds the PDFs to the public database Showcase them on your profile You can use Mendeley to share your work with other users by adding your publications to your personal profile. Adding publications will make them available to other users via your profile, as well as connecting you to them in the Mendeley Web Catalog. If other users view your paper in the Catalog, they will see that you are a Mendeley user and will be able to connect with you. To add your personal publications, open ‘My publications’ in Mendeley Desktop, and either drag & drop a file onto the specified area, or click to browse to a file on your computer.

20 Mendeley Desktop: How Sync Works?
Why is Sync useful? all your research waiting for you on your home computer, work computer, iPhone or iPad - just the way you left it. How does it work? Your Device → Mendeley Server Where's all my data? data is safely stored on Mendeley’s servers Mendeley will never publish data No one will ever know what you are currently researching or reading, unless you explicitly decide to share

21 Backup and Restore Backup
Go to Help>create backup>filename>click to save Restore Go to Help>restore> choose the back up file Note: to restore your local back up Mendeley will delete your existing library from your computer and the web before restoring the back you selected. This is to make sure that there is no conflict with your library in the cloud.

22 Reset Mendeley Desktop
Go to Help> Click ‘ Reset Mendeley Desktop’> small window will pop up; Note: This will reset all Mendeley desktop settings and delete all your locally stored data. This will not effect the data synchronized to your Mendeley web account. If you are sure you want to delete then type: I want to delete all my data and click.

23 Install MS Word Plugin Steps;
Click on Tools under Mendeley Desktop and then click on ‘ Install MS Word Plugin’ ‘MS Word Plugin’ will install within a minute

24 Mendeley Desktop -Writing & Citing
What is the citation plug-in? Save time writing papers by automatically generating your bibliography in a few clicks without leaving your word processor Install the Citation Plug-in Tools → Install MS-Word Plug-in Finding your citation style Mendeley has many styles from all the top journals Click View → Citation Styles → More Styles

25 Mendeley Desktop: Writing & Citing
Citing a document from within your Library

26 Conclusion Mendeley is a tool for organizing PDFs ;
Mendeley is a helping hand for writing an articles/ PhD thesis or technical reports. It is great tool for organizing documents for the researchers.

27 Live Demo on Mendeley


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