Introduction to Mendeley

What is Mendeley?

Mendeley is a reference manager

allowing you to manage, read, share,
annotate and cite your research papers...

...and an academic collaboration

network with 4 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?
• Free Academic Software

• Cross-Platform (Win/Mac/Linux)

• All Major Browsers

Mobile

Desktop

Web
Mendeley’s Three Key Values

“Drives Researcher “Enables Collaboration

Productivity” and Knowledge Sharing”
Reference manager Research Network
& Groups

“Creates Additional
Insights & Build Apps”
Research Data & API
Reference Manager
Your library structure
Step 1:
Sign up for Mendeley online

Step 2:
Download Mendeley Desktop

Step 3:
Build Your Library
Mendeley Desktop overview
Your library structure
Your references
Document details
Drag and Drop
 Adding Documents Import your references from
BibTex, Endnote, RIS or Zotero
Select a file or folder to
add from your computer

Watch a folder

Add references
manually

You can also:

• Use the Web Importer to add from online databases
• Find new articles in the Mendeley Web Catalog
Importing Documents
Adding New Research

Mendeley Web Importer Mendeley Research Catalog

Document Details Lookup

Enter the DOI,

PubMed, or ArXiv
ID and click on
the magnifying
glass to start
lookup

Mendeley adds missing info automatically

Web Importer
Save research while browsing online
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.
Scopus and Science Direct
Organize
Managing Your Library
 Manage Your Library
Open attached PDF files in integrated viewer

Star favorites
Mark as read/unread
Create category folders

See what type of document is attached

(.pdf, .ppt, .docx, excel, etc.)
 Sync Sync your library to the Mendeley Cloud to access
it anywhere & read on all your devices

• Mendeley backs up your library

online

• Access your articles anywhere

• Get customized suggestions and add

them to your library
 Search Your Documents
Full text search, or filter your results

Filter your
documents by
author, tag,
publication,
or keyword
Tags
Read and annotate
Using the built-in PDF Viewer
The PDF Viewer
Read and Work in the PDF Viewer
Annotate and Highlight
Citations & bibliography
Using the Mendeley Citation Plug-In
Install the Citation Plug-in
The Citation Tool Bar Appears in Word Automatically

Mac

Windows
Generate In-Text Citations in Word
1. Click ‘Insert or Edit Citation’

2. Search by author, title or year, or

select a document from your
Mendeley library

3. Select the article or

book, and click ‘ok’ to
automatically cite that text
in Word
Finding a Reference in Your Library

1. Click “Go to Mendeley” 2. The ‘Cite’ button appears

Editing and Adding to Citations
1. Select your citation and click ‘Insert or Edit Citation’

2. Click on your citation

(here: ‘Carroll 2011’)

3. Use the Citation Editor to add page numbers, other

information, or to suppress the author
Merging Citations
Inserting Your Bibliography

1. Click ‘Insert
Bibliography’

2. Choose your
style

3. Done!
Finding a CSL Style
Select your style, or

Search Mendeley’s database of

6,000+ citation styles
The CSL Editor
The CSL Editor
Research network & groups
Join and create groups to share references
Connect with Colleagues

Search for people and click

‘Follow’ to get regular
updates.
Create groups
There are three types of groups:

• Open Public Groups – Anyone can

follow or participate in these groups by
adding references to the group.

• Invite-only Public Groups – Only

members that are invited to join the group
may add references to the group. Anyone
can follow the group.

• Private Groups – Completely private

group that allows invited members to
share references, annotations and attached
documents.
Find Public Groups

Search public groups on

Mendeley Web
Browse Popular Groups

Browse by discipline to
discover new groups
Private Groups
Private groups let
you share full text
documents with a
limited number of
members

Nobody outside the

group can see the
group or its files or
members.
 Share Your Papers
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

Discover
New Research, Recommendations, and Impact
 Literature Search
Search the
catalogue

Save new
research to
your library
with one click
If the full text is
available, you’ll
see a download
icon:
Search the Catalog Online

Conduct advanced searches or

browse by discipline

Find new research based on what

is popular or the most recently
added
Quickly Add New Research

If the article is freely

available, it’s a one-click
addition to your library

Or use Open URL to

locate the full text
Find Related Research

Mendeley will suggest

related research to help you
find new articles
Get Statistics

Social statistics help you

learn about others using
this paper
Create your research profile

Connect with
colleagues
and join new
communities

Share Your Publications

Showcase Your Publications
1. Add your own publications
2. Mendeley adds the PDFs to the
public database
3. Showcase them on your profile
Open API

Mendeley Developer Portal: [Link]

Stay up to date
Keeping in touch with Mendeley’s ongoing developments
Stay Up-to-Date and Learn More
Get new tips and stay connected by visiting
our blog at [Link]

Read our guides and watch

our tutorial videos

[Link]
Feedback [Link]

• Provide feedback

• Vote on features you

want to see

• Read updates from

development teams
Mendeley
“It’s time to change the way we do research”
[Link]