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It’s time to change the way we do research.
Mendeley as a Reference Manager
Woon Qingyong
APAC Market Development Manager
Aug 2016
Mendeley Profile: https://www.mendeley.com/profiles/qingyong-woon1/
It’s time to change the way we do research.
What you will learn by the end of this session
Mendeley as a Reference Manager
1. Have a Mendeley account
2. Download Mendeley Desktop
3. Search and Save papers
4. Read papers, highlight and annotations
5. Insert citations and bibliographies
End Result
It’s time to change the way we do research.
Getting ready
It’s time to change the way we do research.
Sign up for an account www.mendeley.com
It’s time to change the way we do research.
Sign up for an account www.mendeley.com
It’s time to change the way we do research.
Sign up for an account www.mendeley.com
It’s time to change the way we do research.
Sign up for an account www.mendeley.com
It’s time to change the way we do research.
Download and install Mendeley Desktop
It’s time to change the way we do research.
Download and install Mendeley Desktop
It’s time to change the way we do research.
Download and install Mendeley Desktop
It’s time to change the way we do research.
Install web importer www.mendeley.com/import
It’s time to change the way we do research.
Install web importer www.mendeley.com/import
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It’s time to change the way we do research.
Install word plugin
It’s time to change the way we do research.
Search & Save papers
It’s time to change the way we do research.
Import references from Scopus
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It’s time to change the way we do research.
Import FTA from ScienceDirect
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It’s time to change the way we do research.
Import references from 3rd party site 1
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It’s time to change the way we do research.
Import documents from Desktop
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It’s time to change the way we do research.
Sync
It’s time to change the way we do research.
Read papers & making notes
It’s time to change the way we do research.
Read papers
It’s time to change the way we do research.
Read papers
It’s time to change the way we do research.
Highlight and Annotate
It’s time to change the way we do research.
How to write
It’s time to change the way we do research.
Insert citation
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It’s time to change the way we do research.
Insert citation
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It’s time to change the way we do research.
Insert bibliography
It’s time to change the way we do research.
Change citation style
It’s time to change the way we do research.
Get more styles
It’s time to change the way we do research.
Get more styles
It’s time to change the way we do research.
Thank you www.mendeley.com
Congrats! You have learnt how to use
Mendeley as a Reference Manager
Organize. Collaborate. Discover. www.mendeley.com
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All About Mendeley
Desktop Web
Mobile
Free Academic Software
Cross-Platform (Win/Mac/Linux/Mobile)
All Major Browsers
What is Mendeley?
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How does Mendeley Help?
Overview Using Mendeley
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Getting started
Mendeley Desktop
Mendeley Web
Organize Setting Up A Library
References and Documents
Adding Documents
Select a file or folder to add from your computer
Watch a folder
Add reference by manually entering
details
Import from another reference manager, or BibTeX
Or simply Drag and Drop the pdf into Mendeley Desktop
Finding New Research
Mendeley Web Importer Mendeley Research Catalog
Web Importer / Browser extension Save research while browsing online
https://www.mendeley.com/import/
Using the Web Importer
Click ‘Save to Mendeley’ to import
references from your search results
Select an article
and import the
reference to your
library in one
click.
Scopus and Science Direct
Sync
Organize Managing Your Library
Manage Your Library
Use column headings to order your references
Mark entries read or unread
Entries with attached PDFs can be opened with the PDF Reader
Star items to mark them as favorites
All items in your personal library
Items added in the last two weeks
Access your recently read items
All items you’ve starred in your library
Items in need of review
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Create and Use Folders
References not added to a folder will appear in ‘unsorted’
Your folders will be listed below. Drag and drop to re-order them.
Use ‘Create Folder’ to enter a new folder name.
Search Your Documents
Enter your search term in the search field
The main view will be filtered accordingly
Click on a specific folder to search within it
Use the clear button to remove the search filter
Mendeley’s search tool will look at reference metadata, but will also search within the full text of PDF papers.
Search Your Documents
Add tags to papers in your library which share a common theme
Use the Filter Menu to filter your library view to only include tagged items
You can also filter by Author, Author Keywords and Publication
Checking for duplicates
PDF Viewer Highlight and Annotate Documents
The PDF Viewer
Highlighting and Annotating
Cite Using the Mendeley Citation Plug-In
Install the Citation Plug-in
Generate In-Text Citations in Word
Merging Citations
Inserting Your Bibliography
Finding a Citation Style
Collaborate Join and Create Groups to Share References
Create Groups
See the groups
you created, joined
or follow.
Add documents to
a group by
dragging and
dropping.
Private Groups Collaborate with Your Research Team
Share full-text documents with
members of your private group
Share highlights
and annotations
Each group member is assigned a different color for highlighting
Browse & Join Public Groups
Browse by discipline to
discover new groups
Create your research profile
Connect with
colleagues and join new
communities
Share your work
with other
researchers
Promote your
work and interests
to a global
audience
Receive personal
stats on how your
work is used
Showcase Your Publications
1. Add your own publications 2. Mendeley adds them to the Web
Catalog and lists you as author 3. Showcase them on your profile
Discover New Research, Recommendations, and Impact
Mendeley Suggest
Literature Search
Search the catalogue
If the full text is
available, you’ll
see a download
icon:
Save new
research to
your library
with one click
Search the Catalog Online
Conduct advanced searches or
browse by discipline
Find new research based on
what is popular or the most
recently added
Quickly Add New Research
Add the reference to your
library with one click.
Go to the publisher to
access the full text.
Get Statistics
Social statistics help you
learn about others using
this paper
Related Documents
1. Select two or more articles 2. Click ‘Related Documents’ 3. Receive customized recommendations
Talk to Us Let us know if you need help or resources
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Resources
http://community.mendeley.com/guides
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Support Feedback
http://support.mendeley.com http://feedback.mendeley.com
Organize. Collaborate. Discover. www.mendeley.com
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Thanks for coming!
www.mendeley.comOrganize. Collaborate. Discover.
QUICK REFERENCE GUIDE
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1. Discover and download resources
There are many ways to add articles to your Mendeley library. Try one of these popular methods:
• Search online databases such as Google Scholar. Download references and documents using the Mendeley Web Importer.
• Install the Web Importer from the ‘Tools’ menu in Mendeley Desktop and import articles directly from your browser.
• Import from another reference manager: use the import function under the ‘File’ menu in Mendeley Desktop.
• Use a ‘watched folder’: create a folder on your own computer and tell Mendeley to watch this folder using the settings under the ‘File’ menu, or via ‘Preferences’ under ‘Mendeley Desktop’ if you’re on a Mac. Each PDF saved to that folder will be automatically imported to your Mendeley library.
• Search Mendeley: use either the ‘Papers’ tab on mendeley.com or ‘Literature Search’ in Mendeley Desktop.
Mendeley improves your research workflow by......allowing you to create a centralized reference collection
...enabling you to securely organize your references
...helping you record knowledge and share ideas
...providing a space to connect and collaborate with your contacts
...simplifying the writing process
...helping you promote your research expertise
Four million Mendeley users around the world are collaborating, getting noticed and furthering their research. Find out what Mendeley can do for you.
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www.mendeley.com
2. Organize, store and retrieve your papers - anytime and anywhere
Once documents are in your Mendeley Library you can organize them using folders and tags.
• Create folders to keep various research interests separate from one another. • Add tags to make it easy to find articles. • Use the ‘Sync’ button so that changes you make in Mendeley Desktop are stored
in the cloud. • Retrieve your research anywhere by accessing your Web Library in an internet
browser. • Read and annotate on the go by using the dedicated iOS and Android apps on
your phone or tablet. • Use Mendeley Suggest (www.mendeley.com/suggest) to receive personalized
paper recommendations based on the contents of your library and developments in your field.
3. Read and annotate your papers and notes
Mendeley’s PDF reader allows you to access your papers wherever you need them. Order your thoughts by highlighting and adding notes to papers.
• Open as many papers as you need in Mendeley Desktop and use tabs to switch between them easily.
• Don’t lose your place: Mendeley remembers where you had reached in a document and opens your papers at the same location on all your devices.
• Highlight interesting passages to allow you to easily pick them out later. • Add sticky notes to help record your thoughts as you’re reading. Quickly jump
back to each one using the ‘Notes’ tab in Mendeley Desktop, or add document-wide notes to provide at-a-glance information.
• Retrieve your notes anywhere: notes you make in Mendeley Desktop are available in your Web Library and on your mobile device after syncing. It works both ways: add notes from your phone and retrieve them on your main computer later on!
4. Collaborate and share knowledge with others in your field
Mendeley allows you to create and join groups, enabling you to share ideas and resources with other users. Check with your librarian if your institution already has an institutional group to get an upgraded account.
• Join one of the many public groups to exchange ideas and reference information with Mendeley users around the world.
• Share full-text papers via Mendeley’s private groups: allow your collaborators to read the same materials as you by dragging and dropping them into the group in Mendeley Desktop, or using the ‘Add to’ menu in the Web Library.
• Collaboratively highlight and add notes to a paper by opening it from within a private group. Your annotations will be available to other group members and they can also add their own thoughts. To allow you to distinguish them, each group member’s additions appear in a different color.
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5. Create and update citations and bibliographies using any of the 7,000+ styles
Mendeley helps you easily create and format citations in papers you are writing.
• Install the Mendeley Citation Plugin found under the ‘Tools’ menu in Mendeley Desktop.
• Once installed, the plugin is usually visible in the ‘References’ tab of the MS Word menu bar. The exact location will depend on the version.
• You can now easily: • Insert citations (always click ‘Cite’). • Insert a bibliography at the end of your paper or chapter. • Choose from over 7,000 citation formats and change the citation
style with just a few clicks. Create new styles or modify existing styles to format your work to your exact needs.
• The Citation Plugin is also compatible with LibreOffice.
6. Promote yourself to an international audience by building your personal profile and connecting with others
Mendeley allows you to share your expertise with the world by putting together a personal profile containing your interests and publications.
• Your Mendeley profile allows you to promote yourself to other researchers.
• Add your personal publications to make them available to other Mendeley users and to claim ownership in the Web Catalog.
• You’ll also receive personal statistics on how your publications are being used.
• You can also connect with other users by following them to receive updates on their activity.
Mendeley Institutional Edition (MIE) is a product based on core Mendeley capabilities, but includes enhanced features for researchers and librarians:
• Premium upgrades for all users at the institution.• An analytics dashboard to help librarians track usage and support
institutional objectives. • Alumni access policy, providing premium upgrades for 12 months. Find out more:
We hope you enjoy working with Mendeley, the free reference manager and academic social network. If you need more help using Mendeley, have a look at our detailed collection of guides, available at:
resources.mendeley.com For further support or to find answers to your questions, visit: support.mendeley.com
www.mendeley.com
04/2016
http://www.elsevier.com/solutions/mendeley/Mendeley-Institutional-Edition
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