mendeley: the reference manager and beyond
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The Reference Manager and Beyond
Genevieve Musasa Customer Consultant for Africa for ScienceDirect, Scopus & Mendeley [email protected]
May 2017
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Mounir El Bedraoui Account Manager French-Speaking Countries in Africa [email protected]
Sherif Ghazy Account Manager Sub-Sahara Africa [email protected]
Karen Metcalf Account Manager South Africa [email protected]
March 2017
Dear valued Scientific and Academic Community,
here is a little word about myself:
I am one of Elsevier Customer Consultants for Africa. I am based in The
Netherlands, in the headquarter office of Elsevier. I am your dedicated expert
for three solutions of Elsevier: ScienceDirect, Scopus and Mendeley.
My aim is to help you creating more added value of these research solutions and
much more. I am responsible among others for customer engagements in nearly
all Africa, for conducting author workshops and trainings on those three
solutions. I am working for Elsevier for more than 6 years of which nearly 3
years in this role. Always dedicated and passionate, I won one of the Elsevier
Worldwide Customer Consultant Awards in 2015 and the Elsevier Customer
Focus Value Award for emerging markets in 2014.
Have a fruitful experience in reading this presentation!
Agenda
1. Mendeley’s values for you
• What is Mendeley?
• How Mendeley drives researcher
productivity?
How Mendeley enables collaboration?
• How Mendeley enables additional data insight?
2. Mendeley Institutional Edition (MIE)
3. Step by Step Live Demonstration
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1. Mendeley’s values for you
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The ecosystem of the world of research is changing
Institutions Researchers
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The changes in the world of research are influencing researcher needs
Stay up to date
Evaluate my impact
Showcase my work
Publish most effectively
Collaboration
Manage research data
Take editorial decisions
More rewarding peer review Secure funding
Evaluate and read articles
Organise my writing
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Showcase my work Evaluate my impact
Stay up to date
Profiles Stats Suggest Feed
Pre-fill & Engage
Connecting the Research with our Portfolio
Publish more effectively
Read literature Secure funding
Collaborate Organise my writing
Rewarding peer review
Groups
Funding body pages Social submission
Get jobs & recruit
Social reading
Online scrapbook
Experimenting
Share
Reviewer recognition
… …
Publish more effectively Social journal page
Presented By Date
What is Mendeley?
Mendeley is a reference manager allowing you to manage, read, share,
annotate and cite your research papers...
...and a social & academic collaboration network with 6 Million users to connect like-minded researchers & discover research trends and statistics.
… forming a crowdsourced database with a unique layer of social research
information and an Open API
What is Mendeley?
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Mendeley’s Key Values
“Drives Researcher Productivity”
Reference manager
“Enables Collaboration and Knowledge Sharing”
Social, Research Network & Groups
“Creates Additional Insights & Build Apps”
Research Data & API
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Academic Reference Manager and workflow tool supporting researcher needs…
Institutional Edition
Institutional-wide access to premium features +
usage and social analytics.
Careers
Search for science and technology jobs in
institutions worldwide.
Datasets
Store, share and cite datasets with one secure
online repository.
Research network
Promote your work.
Connect and collaborate with millions of
researches worldwide.
Reference management
Read, organize and cite all of your research from
one library.
“I believe that Mendeley can change the face of science.”
- Dr. Werner Vogels, VP &CTO Amazon, former research scientist at Cornell University and one of the world’s top experts on cloud computing and ultra-scalable systems.
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A growing community of collaborators
6+ million registered users, increasing at a rate of 30% YoY since 2014
950K monthly active users
>300 M references in the crowd-sourced catalogue
>600 K collaboration groups
A community of 4,800 advisors running 600 on-campus workshops and events yearly
600+ Institutions and 10+ consortia trust and subscribe to Mendeley Institutional Edition
Note: Mendeley, January 2017
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Researchers and Institutions use Mendeley for… Enable research Doing Research Sharing Research
Research Network, people recommender, collaboration, careers & Institutional analytics
Productivity tools including Reference Management and content discovery
Research profiles, Bibliometrics & Data repository services
Presented By Date
How Mendeley drives researcher productivity?
How Mendeley drives researcher productivity?
Add and organize PDFs Import and organize PDFs from your computer, EndNote™, RefWorks, Papers, Zotero, Mendeley importer, ScienceDirect, and Scopus
Read and annotate Open PDFs and capture your thoughts through sticky notes and highlights. Reference Manager Generate citations and bibliographies in Microsoft Word, OpenOffice, and LaTeX. 7,500 citation styles!
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Reference Management Cite as you write Annotate as you read
Organize content Access research anywhere
Maximize your Investment in Elsevier
Curate and share reading lists
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How Mendeley drives research productivity: Read and work in the PDF Viewer
Mendeley features the ability to annotate in multiple colors! How many colors? Eight different colors! Create a rainbow of annotations in your PDFs and sticky notes
Mendeley integrates with Science Direct and Scopus
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Responsible Sharing Statement
For further details please visit http://bit.ly/1NE5as8
Mendeley integrates with ORCID
Mendeley is integrating with ORCID, the Open Research Contributor ID non- profit, to bring your unique research identification to your Mendeley profile.
Mendeley Careers
You are able to search and apply for your next position on Mendeley. Sign up for email alerts tailored to your search criteria, and upload your resume to let recruiters and jobs come to you.
Presented By Date
How Mendeley enables collaboration?
How Mendeley enables collaboration? Collaborate and interact Find and connect with colleagues and securely share your papers, notes and annotations.
Backup and sync Access your papers on the desktop, web, iOS, and Android
Network and discover Create an online presence with your own academic profile and network with other researchers globally. Discover papers and public groups.
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Research Network: Connecting with more than 6M researchers worldwide
Reputation management with research profiles
See impact of publications
Create and join groups Make new connections and promote research
Stay connected and informed
Collaborate with colleagues worldwide
Collaboration opportunities: Public Groups and follow a KOL
...create a reading group to crowd- source interesting articles, share knowledge, as well as making new contacts…
...connect to a Key Opinion Leader. An editor of Elsevier journal!
Collaboration opportunities: Share papers and ideas in a research lab
...share reference papers, reading lists, and discuss ideas…
How Mendeley enables collaboration: Academic Profile
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
Presented By Date
How Mendeley enables additional data insight?
How Mendeley enables additional data insight?
Detailed readership stats See readership impact by discipline, academic profile, and geographic location of each paper
Develop er ’s po rtal and APIs Developers and researchers have created hundreds of applications based on Mendeley API and research recommendation dataset.
Crowd-sourced knowledge Crowd uploaded research catalogue with more than 300M documents
How Mendeley enables additional data insight?
Suggest Let Mendeley recommend related articles to you to improve on your productivity
Stats See detail metrics on your research and your published articles
How Mendeley enables additional data insight: Suggesting related articles to you
Users with no documents in their library Users with downloaded documents in their library
How Mendeley enables additional data insight: Stats on your research (Author)
Showcase my work Evaluate my impact Stay up to date
Launched new social layer
Mendeley Funding Bodies
It is a free service to researchers giving them insights into which funders are available
https://www.mendeley.com/fundingbodies
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Datasets
Make research data citable
Share data privately or publicly
Ensure long-term data storage
Complies with funders’ requirements
Link articles to data with DOIs
Mendeley Data is a secure cloud-based repository where researchers can store their data, ensuring it is easy to share, access and cite. It also complies with funders’ requirements for storage and distribution of data
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2. Mendeley Institutional Edition (MIE)
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Institutional Edition
More Storage More teams, more
collaborators, alumni policy
More Insight for Librarian: Administration & Analytics Dashboard; Link Resolver
support; Copyright compliant
Access to online training and user adoption roll out
programs
Institutional page with Insights for librarians
Institution-wide access to premium features
Support promoting Mendeley and training users
24/5 priority customer support
Users and Institutions get priority access to Mendeley’s first level support 24 hours
Monday to Friday
Mendeley Institutional Edition provides usage and collaboration upgrades while providing librarian and research management access to Analytical Insights in the form of Usage, Collaboration and Impact Statistics.
“Creates Additional Insights & Build Apps” Research Data & API
“Enables Collaboration and Knowledge
Sharing” Social, Research
Network & Groups
Reference manager
“Drives Researcher Productivity”
Mendeley Institutional Edition
More Storage Space
More teams, more
collaborators
More Insight for Librarian:
Administration & Analytics
Dashboard
Plus all the institutional services:
• Alumni policy • Access to online training • Pre-arranged train-the-
trainer sessions • 24x5 customer support • Deployment program
services
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MIE vs Mendeley Free
Mendeley Free Mendeley Institutional Edition
(Paid for Services) Benefits for Researchers Cite and Reference Yes Yes Read and Annotate Yes Yes Mendeley Suggest Yes Yes Researcher Profile and Stats Yes Yes Career Portal Yes Yes Data repository Yes Yes Personal Library storage space 2GB 100GB Shared Library storage space 100MB 100GB # Private groups 5 Unlimited Private group size 25 100 Benefits for Institutions Custom designed user awareness and adoption program No Yes
Institutional Homepage No Yes Usage Analytics No Yes Content consumption Analytics No Yes Link resolver integration No Yes Alumni Policy No Yes Customer Support Service Via Online only Through Elsevier OSCS
Online, 24/5
and
More Storage Space
More teams, more collaborators
More Insight for Librarian:
Administration & Analytics Dashboard;
special support
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What are customers saying…
Content Discovery: “Most of the recommendations hit the nail on then head! And many of them were from conference proceedings, which can be more difficult to uncover. I plan to note this feature during my instruction.” Research and Academic services Carnegie Mellon University (USA)
Measure scholarly impact: “Mendeley reader counts offer early evidence of the scholarly impact of academic articles. Mendeley is by far the best general source of early scholarly impact information.” Mike Thelwall, Professor of Information Science University of Wolverhampton. (United Kingdom)
Supporting the research workflow: “We really feel that Mendeley is a key tool within our library that will help us reach our strategic goals and better support our researchers.” Chris Chan, Head of Information Services HKBU Library. (Hong Kong)
Research network: “Beyond user behavior insights, we realized that the social aspect of Mendeley has become relevant. We can support our researchers with their work, their collaborative work and their sharing of documents.” Deborah Kyburz ETH Zurich-Bibliothek (Switzerland)
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Institutional Analytics – Overview
Mendeley provides Analytics to MIE customers in the form of the Analytical Dashboard in the with Mendeley Web and a Monthly MIE report in HTML (with downloadable data) sent to the owner of schools Institutional Page
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MIE group: overview page
MIE group will be searchable Differentiation from public groups by the Institution logo on the right of the MIE group
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MIE group: overview page
4 tabs for easy navigation
Allows you to overview of recent publications by members
Information on your group including owner, description, members and top authors
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MIE Analytics: Overview
Overview of: • What members are
Reading • Publishing (by self
submission) • Who is reading member’s
publications • Group participation
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MIE Analytics : Reading Details
• Reading statistics by journal and # of articles of your members
• Display trends of the last 12 months or last month or by discipline
• CSV file can be downloaded
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MIE Analytics : Publishing Details
• Shows output by journal titles • Compares most prolific
members • Trends by 5 years and 1 year
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MIE Analytics: Impact Details • Shows which of the members’
publications are most widely read • Members with the most readers
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MIE Analytics : Social aspects
• Which groups are your members joining?
• Trending by year, month, week
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Institutional Analytics - Usage
Report Category Metric Use case
Web Analytics Content
Top Journals Understanding what Mendeley Members are reading can help in future journal and collection purposes
Highly read articles
Monthly Report
Population Total current users with institutional email address and in MIE group You can use growth analytics to
justify cost per user and ROI on you Institution’s MIE investment.
Acquisition
New users per month (last 6 months)
New users per quarter (all time)
Demographics
Users by academic status By monitoring monthly Growth, Discipline and Status you can also understand the effectiveness of internal marketing activities such as training and e-mail campaigns Users by academic status by
quarter
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Institutional Analytics – Collaboration (Social) Report Category Metric Use case
Web analytics
Groups
Groups joined by members (all time, year, month & week)
With MIE you will be able to gauge the collaboration efforts of your researchers. These statistics allow you to see how socially active your Mendeley population is and what they are using Mendeley for.
Monthly Report
Total Current Groups created
Number of groups created and joined by quarter
Engagement
Number of groups joined
Group actions (posts, likes, documents added, comments)
Number of users in group
Number of private groups by Member count (Including Owner)
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Institutional Analytics - Impact Report Category Metric Use case
Web Analytics
Readership
Highly read publications Mendeley readership statistics are being used as a standard measurement for research impact.
Group members with the most readers
With individual group member statistics you can see which researchers are publishing the most on Mendeley and who has the most readers (Impact)
Readership of members’ publications
Research output
Top journals published in These statistics include what members of your Mendeley Community are publishing within Mendeley.
Members who have published the most
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3. Step by Step Hands- on
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Getting started
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Accessible at any time, anywhere and from any device.
Mobile iOS & Android
Desktop Windows, Mac & Linux
Online All major browsers
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Mendeley Desktop
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Mendeley Web
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Organize Setting Up A Library
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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
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Finding New Research
Mendeley Web Importer Mendeley Research Catalog
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Web Importer / Browser extension Save research while browsing online
https://www.mendeley.com/import/
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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.
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Mendeley with Science Direct & Scopus
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Sync
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Organize Managing Your Library
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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.
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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.
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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
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Checking duplicates
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PDF Viewer Highlight and Annotate Documents
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The PDF Viewer
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Highlighting and Annotating
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Cite Using the Mendeley Citation Plug-In
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Install the Citation Plug-in
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Generate In-Text Citations in Word
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Merging Citations
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Inserting Your Bibliography
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Finding a Citation Style
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Collaborate Join and Create Groups to Share References
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Create Groups
See the groups you created, joined or follow. Add documents to a group by dragging and dropping.
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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
Private Groups
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Browse & Join Public Groups
Browse by discipline to discover new groups
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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
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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
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Discover New Research, Recommendations, and Impact
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Mendeley Suggest
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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
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Search the Catalog Online
Conduct advanced searches or browse by discipline Find new research based on what is popular or the most recently added
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Quickly Add New Research
Add the reference to your library with one click.
Go to the publisher to access the full text.
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Get Statistics
Social statistics help you learn about others using this paper
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Related Documents
1. Select two or more articles 2. Click ‘Related Documents’ 3. Receive customized recommendations
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4. Appendix
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Mendeley Certification Program for Librarians
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Mendeley Certification Program for Librarians
3 Cohorts per year 3 Levels
GROUP 1: Feb. 14th to May 31st GROUP 2: June 1st to August 31st GROUP 3: Sept. 1st to Dec. 15th
Level 1: Learn about Mendeley Level 2: Apply Mendeley Level 3: Mendeley Rollout
* Rewards are offered to librarians at academic and government institutions; corporations are not eligible for program rewards. ** Limited to 2 librarians per institution. *** Limited to 500 seats per institution. The upgrade is valid for 12 months with option to extend for three additional months following completion of “Refresher Program”; Includes 5 GB of personal storage, 20 GB of group/team storage and unlimited private/invite-only groups with up to 50 members in each. Upgraded users will continue to enjoy benefits for as long as their Mendeley account remains associated with their institute.
Rewards* Level 1: Join "Certified Librarians" group + premium-access upgrade Level 2: Box of Mendeley materials** Level 3: 1 year Mendeley upgrade for up to 500 users*** + Eligible for
significant discount on Mendeley Institutional Edition (MIE)
94% would recommend the program to a colleague
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What librarians are saying about the program
“The program helped me to improve my Mendeley skills and to gain valuable premium accounts for our users. We have a number of researchers who work in geographically distant locations, so the collaborative features of Mendeley and its web interface should suit them well.”
95% alumni felt they were more prepared to support users than before
“Mendeley Certification Program was easier than I'd expected it to be but very useful.
I've already been helping the Dean with his questions and he's got his upgrade now, so
he's happy.”
“This has been a great program that allowed me to learn new skills on
Mendeley, also it gave me the confidence needed to start promoting
Mendeley at my Institution.”
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How to become a Certified Librarian
• Register here: https://www.elsevier.com/solutions/mendeley/support/mendeley-certification-program
• Wait to receive an email from your Program Manager with instructions on how to proceed • Pass all 3 levels.
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Mendeley Advisor Program
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Mendeley Advisor Program in figures
• 4,800 advisors globally • Ranging from students to professors and librarians • 700 advisor-driven workshops delivered in 2016 • 30 attendees per workshop on average • 21,000 estimated impacts within institutions worldwide each year
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How do advisors can get involved
• Invite friends and colleagues to join the Mendeley network. • Organize and lead Mendeley demos and presentations. • Educate others about Mendeley and its mission. • Ensure Mendeley is represented on the Library website. • Help us learn about the needs of Institutions. • Spread the word locally, using posters and flyers and online
via blogs and discussions. • Participate in Usability Testing to help drive Mendeley
developments.
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How Mendeley supports Advisors
• Mendeley’s premium features free of charge. • A leadership role on campus as Mendeley representative. • The chance to connect with other passionate Advisors from around the globe. • Training and materials to help present Mendeley and run Workshops. • VIP access to new features before they’re public. • Pizza and drinks on us when they give a demo or talk at their institutions. • A badge on your Mendeley profile. • Loads of Mendeley merchandise. • Access to our London Researcher Hub.
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Training and workshop support
• Ready made presentations and templates • How to present guide and checklist • Mendeley fact Sheet • Customizable participation certificate • Mendeley logo • Videos and Webinars • Event promotion on www.mendeley.com • Event registration management
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How to become and Advisor
1. Create an account on Mendeley 2. Go to https://community.mendeley.com/ 3. Sign in to apply to the advisor program and fill in the Application form 4. The community team review applications carefully and reach out individually when application
has been accepted.
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Customer Support
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Customer Support Service We offer three levels of customer support: basic customer support, individual premium support, and Mendeley Institutional Edition (MIE) support. You can find more information on each level of support below:
Basic Premium Individual Institutional
Included with Mendeley Free Individual premium plans MIE subscription
24/7 Online customer community
Yes Yes Yes
Product updates Yes Yes Yes
Priority case routing No Yes Yes (1 business day)
24/5 first line support No No Yes
Deployment support and Training
No No Yes
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Mendeley Data Hosting • All Mendeley data are hosted in secure locations, all locations have industry leading security, such as 24hr security
and strict access controls (biometric scanning, proximity card reader, mantrap access
• The data hosting providers used by Mendeley are participants in the Safe Harbor program developed by the U.S. Department of Commerce and (1) the European Union and (2) Switzerland, respectively. For more information about the Safe Harbor and to view our certification, visit the U.S. Department of Commerce’s Safe Harbor Web site.
• We secure everything in Amazon Web Services (AWS).
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API Support and Help • All of the endpoints that are part of the public API are used by all of our applications so it is in our best interest also
to have the best monitoring in place.
• We follow industry best practices with monitoring of cloud services. All endpoints have health checks for a variety of items such as connections to other services and memory allocation. Most of our services are in the cloud so will automatically restart if/when there is an issue.
• We constantly review and improve our infrastructure and monitoring. The teams involved all have dashboards and monitoring screens available in their work area so they are observing logs and traffic on a daily basis.
• All code that is deployed live has extensive test suites so we are confident that any new feature or bug fixes are tested before they get pushed out live. All of the services deployed live are used by our own clients so we too have a vested interest in the health of our production systems.
For more information on our API please: • Check the Q&A available on Stack Overflow • Read the articles on the Engineering blog • Check examples of code on GITHUB • contact us on: [email protected]
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Stay up to date Keeping in touch with Mendeley’s ongoing developments
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Resources Mendeley in 25 minutes (YouTube video):
https://www.youtube.com/watch?v=r7WPlBP2xHo&feature=youtu.be
Mendeley Certification Program for Librarians: https://www.elsevier.com/solutions/mendeley/support/mendeley-certification-program
Videos & Tutorials: ttps://community.mendeley.com/guides/videos
Help guide: https://community.mendeley.com/guides
The Mendeley YouTube Channel: https://www.youtube.com/user/MendeleyResearch
Mendeley Webinars Series: https://www.elsevier.com/solutions/mendeley/support/webinars Features explanation: www.mendeley.com/features/ Keep up to date on Mendeley news: blog.mendeley.com/
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Useful links for Librarians
Learn more about Mendeley Institutional Edition (MIE) www.elsevier.com/solutions/mendeley/Mendeley-Institutional-Edition
Sign up for Librarian Certification
www.elsevier.com/solutions/mendeley/support/mendeley-certification-program
Watch Webinars from librarians and updates from Mendeley team www.brighttalk.com/channel/11355/driving-research-success-with-mendeley
Create a Mendeley page in your institution website easily with Libguides
elsevier.libguides.com/c.php?g=168994
Create your own citation style with CSL editor community.mendeley.com/guides/csl-editor
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Support Feedback
http://support.mendeley.com http://feedback.mendeley.com
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Technical Q&A Question Answer
Does the software allow the management and the storage of bibliographic references and the related documents. Yes
Each user shall be able to create one or several personal libraries and organize the references by folders. 1 user can have one personal library with multiple folders and have multiple shared libraries. If the user wants another personal library they need to create another account
Is the solution shall able to manage about 100 users and a total of about 0.5TB of data (extendible) Yes
Are libraries securely sharable with other users on internal network as well as from Internet. Libraries could be imported or exported on any network. No additional encrpytion is provided
Are Access rights for multiple users controlled (read only, read-write) Not available until 2017
Are libraries remotely accessible with laptop or mobile phone. Yes
Can the collection of bibliographic references be made : - manually - automatically from Web pages - by import of reference files from web-based resources (RIS, txt, xml, comma delimited, tab delimited...) - by import references from other bibliographic tools (Reference Manager, Endnotes, Zotero, Mendeley, Bibtex)
Yes
Does the software finds and collect the bibliographic data of document files downloaded from internet or added by "drag and drop" from the desktop. Yes
Are duplicates references are identified in the library. Desktop only, user needs to initiate the duplication search tool manually
Is there an advanced search engine with Boolean operators in structured files of the reference and in the full-text of the document. Yes (Desktop only)
Can selective lists of references be generated in different formats Yes Using a connector with a word processor, Does the software permit to cite references in a word document by searching them in the library and to generate a bibliographic list using all the cited references. Yes
Does the software provide a wide range of scholarly journal styles and permit to get customized styles. Yes to wide range of styles (7,000) a Custom style editor is also provided
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www.elsevier.com/mendeley
Thank you