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Page 1: Mendeley Quick Guide for Students - Oakland University...Mendeley – Summary Guide to the Literature Manager Registering for a Free Online Account To register for a free account,

Created10/14;Updated11/17SS

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Mendeley – Summary Guide to the Literature Manager RegisteringforaFreeOnlineAccountToregisterforafreeaccount,gotomendeley.com,clickCreateafreeaccount,andfollowtheregistrationsteps.Onceregistered,itwillaskifyouwouldliketodownloadthedesktopversionwhichishighlyrecommendedasyoucanreadarticleswithoutinternetaccessandinstallatoolbarinWordforcreatingbibliographies.AddingtheMendeleyImportertoyourBookmarksTostartcollectingliteratureforyourproject,you’llneedtoaddtheMendeleyWebImportertoyourpreferredbrowser.Fromyourmainaccountpage(Feed),clickInstallWebImporterfromtherighthandmenuboxandfollowthedirectionstoaddtheextensionortoolbartoyourbrowser(extensionforChromeandtoolbarforFirefox,Safari&IE).Note:ForFirefox,draganddropthe‘SavetoMendeley’buttontoyourtoolbarastheextensiondoesnotappeartowork.

Page 2: Mendeley Quick Guide for Students - Oakland University...Mendeley – Summary Guide to the Literature Manager Registering for a Free Online Account To register for a free account,

Created10/14;Updated11/17SS

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Collecting&SavingLiteraturetoyourMendeleyAccountTosavearticlesandothercitations,simplyconductyoursearchinPubMed,GoogleScholar,otherlibrarydatabases,orevenwebsites.Whenyoudiscovercitationsyouwishtosave,simplyclicktheSavetoMendeleybuttononyourbrowsertoolbaranditwillcombthewebpageforcitations.Youthenselectwhichonesyouwishtosavetoyouraccount.InPubMed,itisrecommendedyouconductyoursearch,saveyourarticlesinClipboardoraCollection,thendoonelargetransfertoMendeley.

Page 3: Mendeley Quick Guide for Students - Oakland University...Mendeley – Summary Guide to the Literature Manager Registering for a Free Online Account To register for a free account,

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ACloserLookatMendeley’sLibrary(OnlineAccount)Youcancreatefolders,groups,andadddocumentsbyhandinyourweb-basedMendeleydashboard.Whateveryoucreateintheweb-basedversionwillalsosyncwithyourdesktopversion.

AddAddanewcitationby

hand

Checkcitationstoaddtoafolderorgroup

CreateGroup(publicgroupsarefree;

upgradeforinviteorprivate)

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SharingCitationswithyourMentorUsingaMendeleyGroupYoucansharecitationswithyourcolleaguesusingMendeleyGroups.Thecaveatbeingthatonlyopengroupsarefree.Ifyouwanttoset-upaprivateorinvite-onlygroup,youmustupgradetoapremiumaccount.Toset-upagroup,gotoGroupsonthelefthandnavigationofyourlibrary,selectCreateGroup.NameyourGroup,selecttheGroupType,clickCreateGroup,andinvitepeopleviaemail.Youmayhaveunlimitedopengroups.

ToaddcitationstoaGroup,conductyoursearchesasusualandsavecitationstoyourGroupfolderintheSavetoMendeleybrowsertool.ForitemsalreadyinyourMyLibrary,checkthecitationsyouwishtoshare,selectAddtoatthetop,andselecttheGroupyouwishtoputthecitationsin.

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MendeleyDesktopMendeleyDesktopcanbedownloadedtoyourdesktopcomputer,laptop,tablet,andphoneforeasyofflineaccesstoyourlibrary(Note:youmusthaveaninternetconnectiontosyncyourdesktopwithyourweb-basedaccountsodothatwhenyouknowyouhaveWifi!).Hereyoucanalsoorganizecitationsintofolders,manuallyaddcitations,selectyourpreferredcitationstyle(werecommendtheAmericanMedicalAssociation,AMA),andinstalltheMicrosoftWordPlugin.

CreatingCustomBibliographiesforPapers/ManuscriptsTheMendeleypluginforWordintegratesintoyourReferencestab.Toinstallit,gotoyourMendeleyDesktop>Tools>InstallMSWordPluginandfollowtheinstructions.NowyoumayaddcitationsfromyourlibraryintoWorddocumentsanditwillautomaticallyformatthemforyouaswellascreateacorrespondingbibliography.YoucanalsojustcreateformattedcitationswithouttheWordPluginbygoingtoView>LibraryasCitationsandselectyourcitationstyleunderView>CitationStyles.

Toinsertacitation,simplyplaceyourcursorwhereyouwantthecitation,gotothetoolbarandclickInsertorEditCitation,searchfortheauthorortitleofthearticleyouwishtocite,clickandselectOK.Youmayinsertmorethanonecitationatonceinthesameplaceinyourdocument.

File–AddFolder,ImportfromotherLitManagers,AddCitationsbyHand

Tools–InstallWordPlugin,CheckforDuplicates

View–ChangeDisplaySettings

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Created10/14;Updated11/17SS

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Finally,tofinishoutyourdocument,clickInsertBibliographyandmakesureAmericanMedicalAssociationisselectedasyourpreferredcitationstyle.


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