inhalt - fh gr · mendeley is a free reference management tool and an academic social network that...
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REFERENCE MANAGEMENT
Page 1 of 14
HTW Chur Library (June 2015) [email protected]
Inhalt 1. Introduction ................................................................................................................................. 2
2. Installation ................................................................................................................................... 2
3. Add and import bibliographical references ................................................................................. 3
3.1 Add references manually ........................................................................................................... 3
3.2 Drag & drop ......................................................................................................................... 4
3.3 Watch Folder ....................................................................................................................... 5
3.4 Web Importer ...................................................................................................................... 5
3.5 RIS import ............................................................................................................................ 6
4. Organization ................................................................................................................................ 7
5. Insert citations and generate a bibiography ............................................................................... 9
5.1 Plugin ......................................................................................................................................... 9
5.2 Insert citations ................................................................................................................... 10
5.3 Generate Bibliography ....................................................................................................... 12
6. Groups ....................................................................................................................................... 12
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REFERENCE MANAGEMENT
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HTW Chur Library (June 2015) [email protected]
1. Introduction
Mendeley is a free reference management tool and an academic social network that supports the
management of PDF files and the organization, sharing and citing of bibliographical references.
Mendeley is available for Mac, Windows and Linux and combines a desktop installation (Mendeley
Desktop) with a web application (Mendeley Web).
With Mendeley Desktop it is possible to cite bibliographical references automatically in an MS
Word, OpenOffice or Libre Office document. Mendeley is also available as an app for iPhone and
iPad.
The free version of Mendeley offers 2GB of web storage space for bibliographical references and
PDF files and 100 MB web storage space for groups. Furthermore it is possible to create one
private or one invite-only group to share literature and bibliographical references and to create an
unlimited number of public groups.
2. Installation
To work with Mendeley it is necessary to register for an online account:
https://www.mendeley.com/
Download of Mendeley Desktop:
https://www.mendeley.com/download-mendeley-desktop/
Download of the Mendeley App:
https://itunes.apple.com/gb/app/mendeley-reference-manager/id380669300?mt=8
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REFERENCE MANAGEMENT
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3. Add and import bibliographical references
3.1 Add references manually
It ist possible to add references manually via the „My Library“ tab in Mendeley Web or via the „Add Entry manually…“ function in Mendeley Desktop:
Mendeley Web:
Mendeley Desktop:
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Choose the document type Enter the bibliographical data (title, author, year of publication, publisher etc.)
If available enter further information (tags, author keywords, abstract etc.) If availabe attach PDF file
Save
Mendeley Web: Mendeley Desktop:
3.2 Drag & drop
Locally stored PDF files can be added via drag & drop and if available, the bibliographical data
of the documents are imported as well. However, automatically imported references always
need to be reviewed.
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REFERENCE MANAGEMENT
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3.3 Watch Folder
If you have several PDF files locally stored in the same folder, it is possible to import them all at
once via the „Watch Folder…“ function. If available, the bibliographical data of the documents
are imported as well but they need to be reviewed after the import.
3.4 Web Importer
With the Mendeley Web Importer it is possible to import bibliographical references from websites and online databases. The Web Importer can be installed via
Mendeley Desktop => Tools or via https://www.mendeley.com/import/.
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REFERENCE MANAGEMENT
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The bibliographical references saved via Web Importer also need to be reviewed after the import.
Note: To use the Web Importer it is necessary to allow pop-up windows!
3.5 RIS import
From the library catalogue „NEBIS recherche“ bibliographical references can be imported via „Actions“ => „Export RIS“:
The bibliographical references saved via RIS import also need to be reviewed after the import.
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REFERENCE MANAGEMENT
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4. Organization
To organize the imported references it is recommended to save them in different folders, e. g.
according to the different sections of the planned paper or thesis.
You can create new folders via the „My Library“ tab in Mendeley Web or via the „Create
Folder“ function in Mendeley Desktop.
Mendeley Web:
Mendeley Desktop:
In Mendeley Desktop you can change the position of your folders easily via drag & drop and
this way you can also move a reference from one folder to another.
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REFERENCE MANAGEMENT
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To create a subfolder via the „My Library“ tab in Mendeley Web click the menu of a folder and
choose „Add subfolder“.
To move a reference from one folder to another via the „My Library“ tab in Mendeley Web
choose „Organize“ => „Add to“.
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The folder „All Documents“ contains all saved references and the folder „Recently Added“ in
Mendeley Desktop contains all references added within the last 14 days. Newly imported
references that need to be reviewed can be found in the folder „Needs Review“ in Mendeley
Desktop.
5. Insert citations and generate a bibiography
5.1 Plugin
To cite bibliographical references automatically in an MS Word, OpenOffice or Libre Office document it is necessary to install the Mendeley Cite-O-Matic plugin. Close the word processing program on your computer and then install the plugin via
Mendeley Desktop => Tools => Install MS Word Plugin, Install OpenOffice Plugin or Install LibreOffice Plugin
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REFERENCE MANAGEMENT
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After the successful installation of the plugin you should find the Mendeley Toolbar in
MS Word via: View => Toolbars => Mendeley Toolbar
5.2 Insert citations
Place the cursor at the position in the text where you want to insert the citation
Click „Insert Citation“
Search the reference needed, select it and confirm with OK
Via „Styles“ you can choose the citation style you want to apply (e.g. American Psychological
Association 6th ed., Deutsche Gesellschaft für Psychologie, IEEE etc.). If the citation style
required is not available in the list click „More Styles“, choose the „Get More Styles“ tab,
search for the style needed and confirm with „Install“.
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REFERENCE MANAGEMENT
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To cite more than one reference within one bracket, e.g. (Meier, 2015; Müller 2012):
Place the cursor at the position in the text where you want to insert the citation
Click „Insert Citation“
Search the reference needed and select it
Search the next reference needed and select it
Confirm with OK
To add the page number to your citation click on the selected reference before confirming
with OK:
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To insert only the publication year within brackets without the author‘ s name,
e.g. according to Mayer (2015):
5.3 Generate Bibliography
To generate a complete bibliography with Mendeley Cite-O-Matic all references cited in a paper
or thesis have to be inserted with the Mendeley plugin.
The bibliography can be generated via „Insert Bibliography“:
6. Groups
With Mendeley it is possible to create groups to collaborate with colleagues.
The free version of Mendeley offers 100 MB web storage space for groups and it is
possible to create one private or one invite-only group with a maximum of 3 members to share literature and bibliographical references and to create an unlimited number of public
groups.
Access to private groups is limited to invited members. All group members can add,
organize and change references within the group. References in an invite-only group can
be seen by all registered Mendeley users but only invited group members are aible to add,
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organize and change references within the group. Public groups are completely open to
all registered Mendeley users.
You can create groups via Mendeley Web or via Mendeley Desktop. In Mendeley Web
choose the „Groups“ tab and click on the button „Create a new group“. In Mendeley Desktop just click on „Create group“ in the left column.
Enter the group‘ s name, choose the category (private, invite-only or open) and click on
„Create group“. After that you have the possibility to invite your colleagues to the group by
entering their e-mail address and click on „Send invites“.
Mendeley Web: