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.

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.

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.

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.

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.

Managing your documents and references

• Check duplicates and merge duplicate author names, tags, or publications

• Documents can be marked read/unread• Search as you type• Annotate PDFs• File Organizer

Occasionally when you are importing references into Mendeley, they can become duplicated. This often happens when importing from completely different sources, such as a paper using the web importer bookmarklet, and then dragging a PDF of that same reference into Mendeley.

You can find duplicates by selecting the Tools menu, and clicking the Check for Duplicates option.

Sets of duplicates will then be shown. Select a set and review the metadata in the right hand details pane. Any field which has a tick to the left of it has no conflicts while un-checked fields means 2 or more duplicates in the set have conflicting data.

Click the Confirm Merge button to merge the set.

Documents can be marked read/unread.

When you add documents to Mendeley, they are marked unread by a small green dot. If you open them within the Mendeley PDF viewer they will be marked read. Or simply click on the green dot to toggle read/unread.

Read

Unread

You can mark your favorite documents (or documents you keep want to track of) with the star icon. Simply click to star, and click again to un-star. All favorite documents will appear in the Favorites Folder, so you can refer back to them with one click.

Favorites

All favorite documents will appear in the Favorites Folder, so you can refer back to them with one click.

Search as you type.

Smart search in documents highlights the search term as you type, so you can find what you're looking for quickly. Just type into the search bar and watch Mendeley find matching terms in the document.

Annotate PDFs.

You can add highlights and notes to documents within Mendeley Desktop.

Open a PDF in Mendeley's PDF viewer by clicking on the pdf icon.

Add highlights and notes by clicking on the Highlight Text or Add Note buttons on the menu.

Exercise 7

1. In your Mendeley Desktop, open the pdf of the article: The scientific foundation for tobacco harm reduction, 2006-2011.

2. Highlight the title of the article.

3. Add a Note in the article.

Mendeley's File Organizer can automatically rename your PDFs and file them in a clear folder structure, making it easier to find your files outside of Mendeley. You can find it here:

Tools - Options - File Organizer tab

1

2

3

Citing references

• Word and OpenOffice plug-in• How to cite references• How to insert bibliography

To be able to cite a document, generate a bibliography, or manually edit any entry, you should install the Word and OpenOffice plug-in first.

Go to Tools – Install MS Word Plugin.

The Mendeley Word & OpenOffice plug-ins integrate Mendeley into these word processors. Once installed you will have tool bar buttons that will allow you to cite a document, generate a bibliography, or manually edit any entry, saving you time and effort when you write.

The default citation style is the American Psychological Association 6th Edition. You can select other citation style in the drop down menu in your word processor.

This screenshot was taken using Word 2003.

This screenshot was taken using Word 2010.

Mendeley tool bar is located under the References tab.

To insert citation, put the cursor where you want the citation inserted and then press Alt+M or click the Insert Citation button.

Lastly, click Go To Mendeley button.

Select the citation, then click Cite.

Or you could just type keywords (i.e., author, title or year) in the search box instead of clicking Go to Mendeley after clicking Insert Citation.

Then, click the corresponding article to insert the citation.

The citation has been inserted. Continue adding all the citations in your paper.

To insert the bibliography, put the cursor where you want the bibliography inserted.

Then click Insert Bibliography and all the cited references will be added to your paper.

Exercise 8

1. Install the MS Word Plugin in your Mendeley Desktop by clicking Tools – Install MS Word Plugin. Once installed you will have a Mendeley tool bar.

2. Open an article (or a sample article) in MS Word and insert citation to it.

3. Add 3-5 citations to the article.

4. Insert the bibliography at the end of the article.

Sharing Documents and References (cont.)

• How to create a group• Adding members and documents• Using groups

Groups are a simple way for you to collaborate with your colleagues and share a collection of documents. Any member of a group may upload documents to it. You can create a group by clicking on Create Group in the left hand pane.

Once you have clicked Create Group, a dialog asking you to enter details of your group will appear.

Sharing Documents and References (cont.)

Three types of groups:• Private – Share references and full-text files.

Only group members can see the group, good for sharing in private.

• Invite-only – Share references only. Public can follow the group only, good for sharing references or reading lists.

• Open – Share references only. Public can become a member or follow the group, good for crowd sourcing reading lists.

In this example, we will create a private group named Diabetes with group description - Diabetes references and click Create Group.

Then, we will invite people by supplying their email address. This step can also be skipped and done in another time.

A custom message is optional. Then click Send Invites.

You will be brought to this page which confirms that the Invites were sent and that the group was created. Click Continue to group.

Once you have created your group, you can add members and documents to it.

To Invite Members to the group, go to the Members tab.

You can either add people that are already Mendeley users by clicking on Find or you can invite people to join you on Mendeley by clicking on Invite.

You can view the documents of a group by going to the Documents tab.

To Add Documents, go to the group and click on Add documents in the top bar. Alternatively, you can simply drag and drop documents to the group (either from your Mendeley folders, or from anywhere else on your computer).

The Overview tab shows a summary of what has happened in your Group. You can see updates on who has joined, who said what, and which papers have been added by whom.

You can also post status updates by entering your update into the box at the top of the overview section.

This is the end of Module 5.2

References

• Getting started with Mendeley. Available at: http://www.mendeley.com/getting-started/

• Zotero Reference Management Software. Available at: http://www.who.int/entity/hinari/training/Module_5_2_Zotero_Reference_Management_Software_2011_08.ppt

This module was developed by:Mark Gil Bendo, MLIS Assistant/Library World Health OrganizationRegional Office for the Western Pacific

Updated 201311