Table of Contents: Part A · Use a reference management tool! Your article article article article article book book conference paper conference paper conference paper EndNoteWeb

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Reference Management Software Tools

Mendeley

Mrs. Catherine Fatoki

This work is licensed under a Creative

Commons Attribution 4.0 International License

Table of Contents: Part A

• Background/Location

• Signup/Login

• Import References

• Organize (Manage) References

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Table of Contents Part B Managing Documents & References

• File organizer

• Citing references

• Creating bibliographies/Using MS Word Plugin

• Sharing documents and references

Problem statement…

Your paper

reference list/bibliography

• Lots of typing • Lost references • Mistakes

article article article article

book book

conference paper conference paper conference paper

Your topic:

citations

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Use a reference management tool!

Your article

article article article article

book book

conference paper conference paper conference paper

EndNoteWeb Mendeley

Etc.

citations

reference list/bibliography

Reference management softwares

Tools that help scholars to create and manage their lists of references for research projects.

Most tools are designed to organize citations into specific formats for the preparation of manuscripts and bibliographies.

Many search tools provide ways to download references into reference management tools.

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What is Mendeley?

Organize your documents + references

Collaborate by joining + creating groups

Discover statistics + recommendations

Stay up to date + Learn more

[12/08/2014]

What is Mendeley?

• Free Academic Software

• Cross-Platform (Win/Mac/Linux)

• All Major Browsers

Desktop

Web

Mobile

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This is the Web version of

Mendeley which is used to

manage your papers online.

My Library/

Collections

References

Tabbed menu

or Resources

Main menu or

Function menu

Desktop version of Mendeley

which is used to manage,

annotate and cite your research

papers offline.

Collections

Filters

References

Reference

details

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Mendeley for iOS which is used

to manage, annotate and cite

your research papers on-the-go.

The basic version of Mendeley Web is free

with 2 GB Personal Web Space, 500 MB

Shared Web Space, 5 collaborators, 5

groups and 500 MB group library space.

You can also upgrade to their premium

plans with additional storage and features

for a fee.

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To use Mendeley, go to the following

address:

http://www.mendeley.com

From the Mendeley homepage, click

on Create a free account.

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Mendeley will automatically detect the operating

system that you are using.

Click Save so you can use the file again if you decide

to install it in your other computers or laptops.

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To be able to share your profile and

make it searchable to all users of

Mendeley, you should verify your

account.

Open the email address that you use

during the sign up/registration.

Click on the URL or the link provided in the

email to verify your Mendeley account.

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After clicking on the URL or link, you will be sent to this page that verifies your account.

If you decide to use your

Facebook account to Sign

in, you have to provide

your email and password.

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Exercise 1

1. Open your preferred web browser (IE, Firefox, Chrome, etc.)

2. Go to the website: www.mendeley.com

3. Create a free account

and download the Mendeley Desktop.

Creating your Mendeley Library

There are several ways:

• Add a PDF

• Add a folder of PDFs

• Drag and drop PDFs in Mendeley Desktop

• Import/export to and from other reference management software

• Add reference manually

• Watch folders to automatically add PDFs to Mendeley Desktop

• One-click Web Importer

• Search references within the Mendeley website

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Click Literature Search. Type your keywords in the search box and press the enter key.

Click the grey dot next to the reference to add it in your library. Check marks indicate that the references are added to your library.

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Click Recently Added to view the new references.

Log in to your Mendeley Web account then click the Papers tab. Type your keywords in the search box then click the search icon.

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Click Save PDF/reference to library to add references to your library. Check marks indicate that the references are added to your library.

If you want to have access to your

PDFs from anywhere, activate the

file synchronization feature. By

enabling this feature you are able

to access your PDF files in your

Mendeley Web library.

Note: Always use the Sync in

Mendeley Desktop everytime you

use the Mendeley Web to add

references to your library.

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Click Add Files, browse to the location of the pdf then, click the Open button.

This slide shows that the pdf has been added to your library. Mendeley will attempt to automatically detect the document details (bibliographic data). Any documents whose details Mendeley is uncertain about will be added to the Reference details section for manual verification.

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Click the dropdown arrow and choose Add Folder. Then browse to the location of the folder and click the Ok button.

This slide shows that all PDFs have been added to your library. Two were added. Mendeley will attempt to automatically detect the document details (bibliographic data). Any documents whose details Mendeley is uncertain about will be added to the Needs Review section for manual verification.

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Drag & drop PDFs in the Reference section to

add them to your library.

Export and Import to and from other

reference management software

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Add Entry manually lets you add

references to Mendeley Desktop by

completing a form.

Exercise 2

1. Click Literature Search and type your keywords in the search box then press the enter key.

2. From the search results, select five (5) articles that is of interest to you and save to your library.

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Creating your Mendeley Library

There are several ways:

• Add a PDF

• Add a folder of PDFs

• Drag and drop PDFs in Mendeley Desktop

• Import/export to and from other reference management software

• Add reference manually

• Watch folders to automatically add PDFs to Mendeley Desktop

• One-click Web Importer

• Search references within the Mendeley website

Click Add Files, browse to the location of the pdf then, click the Open button.

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This slide shows that the pdf has been added to your library. Mendeley will attempt to automatically detect the document details (bibliographic data). Any documents whose details Mendeley is uncertain about will be added to the Reference details section for manual verification.

Click the dropdown arrow and choose Add Folder. Then browse to the location of the folder and click the Ok button.

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This slide shows that all PDFs have been added to your library. Two were added. Mendeley will attempt to automatically detect the document details (bibliographic data). Any documents whose details Mendeley is uncertain about will be added to the Needs Review section for manual verification.

Drag & drop PDFs in the Reference section to

add them to your library.

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Export and Import to and from other

reference management software

Add Entry manually lets you add

references to Mendeley Desktop by

completing a form.

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Exercise 2

1. Log in to your Mendeley Web account then click the Papers tab.

2. In the search box, search for the article:

The scientific foundation for tobacco harm reduction, 2006-2011 by Brad Rodu

3. Save it to your library.

4. Open your Mendeley Desktop and click Sync. The article should be displayed.

Exercise 3

1. In Mendeley Desktop, click File - Add Entry Manually.

2. Select Book and enter the following:

Title: Tuberculosis Control in the Western Pacific Region - 2010 Report

Author: World Health Organization. Regional Office for the Western Pacific

Publisher and publication date: WHO Regional Office for the Western Pacific, 2011.

3. Click Save.

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Exercise 4

1. Download the following article and save to your desktop:

Multidrug-resistant tuberculosis today

by A Matteelli et al.

Click to get full text pdf

2. Drag and drop the pdf file in the Reference section of your Mendeley Desktop.

3. Review the details of the article before clicking the button - Details are Collect.

Exercise 5

1. Try to export any of your references from the reference management software which you are currently using (i.e., BibTeX, EndNote, RIS and Zotero). Then Save it in your desktop.

2. In Mendeley Desktop, click File – Import – [Choose the format of the exported file] and then locate the file you exported then click Open.

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Use Watch folders to automatically

add PDFs to Mendeley Desktop.

When you place a document in a

watched folder, it will be

automatically added to Mendeley.

Web Importer lets you import

references and documents from a

wide range of academic databases

with a single click.

In addition to this it lets you save a

snapshot of any webpage you are

viewing.

To install it, click Tools – Install Web

Importer.

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Then follow the succeeding

instructions.

The Web Importer can import

documents from different sites

including PubMed.

In this example, we will use the

Web Importer to import documents

from PubMed.

We will do a search in PubMed,

then go to Favorites (IE) or

Bookmarks (Firefox & Chrome) and

click Save to Mendeley.

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Click the “+” icon to choose

individual articles or click Save all

to save the entire list and the pdf (if

available) to your Mendeley Library.

The green check marks

indicates that the

references are saved in

your Mendeley Library.

To view it, click View in

Mendeley Desktop.

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Exercise 6

1. Install the Web Importer in your Mendeley Desktop by clicking Tools – Install Web Importer and then follow the succeeding instructions.

2. Go to PubMed and type: tobacco control 2012 in the search box.

3. Click Favorites (IE) or Bookmarks (Firefox & Chrome) and click Save to Mendeley.

4. Import the first 3 articles.

5. Click Sync to display the exported articles to your Mendeley Desktop.

You can also search references

within the Mendeley website.

In Mendeley Web click the Papers

tab and perform a search.

Within the search results, just click

either Save PDF to library or Save

reference to library.

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If you want to have access to your

PDFs from anywhere, activate the

file synchronization feature. By

enabling this feature you are able

to access your PDF files in your

Mendeley Web library.

Note: Always use the Sync in

Mendeley Desktop everytime you

use the Mendeley Web to add

references to your library.