Mendeley_for_reference_management.pptx

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Mendeley for Reference Management

Presenter:
Kirchner van Deventer
Manager: Carnegie Research Commons
kvd@sun.ac.za
021 808 2623
Chat backup:
Letlao Seloma
letlaos@sun.ac.za
Mendeley for Reference Management

If you are viewing this presentation to brush up on the contents and
not as part of a live demonstration, please use presentation mode
(Slide Show) to view it.
Before we begin

• Reference Management Tool
• Organise and search your library
• Annotate documents
• Cite as you write
What is Mendeley

Creating an account
• Visit www.mendeley.com and click on Create account

1. Don’t use Sign in via your
institution!
2. Enter your Email address
(personal or SU) and click on
Continue
Creating an account

Creating an account
1. Enter your details and create a
password
2. NB: If you used your
@sun.ac.za address, don’t use
the same password that you
use to log in to Outlook.

Installing Mendeley Reference Manager
• Visit www.mendeley.com and click on Download

Installing Mendeley Reference Manager
• Click on Download now for Windows/MacOS

In Mendeley Reference Manager, click on Tools and then on Install Mendeley Web
Importer
Installing Mendeley Web Importer

Using Mendeley Web Importer
• Go the the Library homepage (https://library.sun.ac.za)
• Search for a topic of your choice using Library Search

Using Mendeley Web Importer
• The web importer does not
always work, but can be used
on most databases
• Some references will also
automatically attach the PDF
of an article if it is available
• You can also use it to export
the bibliographic details of a
website
• You can select which folder
or subfolder to export the
results to

Importing references directly from
databases
• Go to https://library.sun.ac.za and click on Databases A-Z list

• Scroll down to find the alphabetical list and expand letter E. Click on EBSCOhost Databases
Importing .RIS files
databases

• Click on Continue and on the next page search for a relevant topic
databases

• The Mendeley Web Importer
works well in most electronic
databases
• However, if it does not work,
there are other ways to import
references
• Select multiple sources you
want to add to Mendeley by
clicking on the Folder icon to
the right of each search result
databases

• After selecting your results,
click on Folder at the top right
corner of the page
databases

• Click on Select / deselect all and then click on Export
databases

• Always look for RIS/BibTeX formats for export.
• Click on Save
databases

databases
• The file will automatically be saved in your Downloads folder:
• C:Users[your username]Downloads

• Double-click on the RIS file
databases

• When prompted to select
how you want to open
the file, select Mendeley
Reference Manager
• Also tick the Always use
this app to open .ris files
option
• The references will now
appear in Mendeley
Reference Manager
databases

• You can also import a single
reference from EBSCOhost or
other databases
• Once you have opened a
specific source, click on Export
at the right-hand Tools tab
databases

• Another way to import a
reference is through
Mendeley Desktop
• Click on the Add icon at
the top left corner of the
app and then on Add Files
databases
Mendeley Desktop
• Navigate to your
Downloads folder
Mendeley Desktop
• Select the .ris file and click
Open

• Go to ScienceDirect via the Library A-Z List and click on the link
databases

• The Web Importer works
excellently with ScienceDirect
and Scopus because they are
both Elsevier products, as is
Mendeley
• If it doesn’t work, you can still
import a single source, or
multiple sources
• Once selected, click on Export
databases

• Select Export citation to RIS
• The RIS file will automatically
download and you can either
open it via the Downloads
folder, or through Mendeley
databases

databases
You can also drag and drop .ris/.bibtex or other supported files into Mendeley:
Click to
Play

databases
• RIS, BibTeX and XML are common formats used to export citations from another
database or programme
• These formats can also be used to import citations from other reference
management software
• Practical demonstration
• Google Scholar
• Scopus

BibTeX
databases
• With Google Scholar results,
you can export citations using
the BibTex file format
• Click on Cite
• At the bottom of the popup
window, click on BibTeX

• On the new window, right-click
and select Save Page As…
• Make sure the file type is set as
Text Document
• Once saved, you can add it via
Mendeley Desktop (the same
way you would add an .ris file)
BibTeX
databases

Direct to Mendeley Links
databases
• Several databases
allow you to export
directly to Mendeley
• In Scopus, select the
sources you want to
add, then click on
export

databases
• Exports to Mendeley
will automatically
select which fields to
include
• Once selected, tick
Mendeley and click on
Export

databases
• You will be prompted
to sign in or create an
account
• Just follow the steps to
link Mendeley and
Scopus

databases
• Once you have linked
your accounts, you will
be redirected to the
results page.
• Again, click on Export
and the popup window
to the right will appear.
Select Mendeley and
click on Export
• When finished, the
following notification
will appear

databases
• Library Search also has a direct to Mendeley exporter

databases
• When you click on the Mendeley
Icon, you will first have to sign in
• After you have signed in, the
record will be exported to
Mendeley – remember to sync
Mendeley Desktop

Adding PDF files to Mendeley Reference
Manager
• With the Web Importer, you can
easily add references and
associated PDFs if available
• If not available via the Web
Importer you can still manually
add a PDF to a reference:
• First you need to download the
PDF file

Adding PDF files to Mendeley Mendeley
Reference Manager
• The PDF will load in a new window/tab > Click on the Download icon
Firefox Chrome

Adding PDF files to Mendeley Reference
Manager
• Open Mendeley
Reference Manager and
select the relevant
reference
• In the right-hand window,
click on the + icon next to
FILES.

Annotating PDF articles in Mendeley
Reference Manager
• Mendeley Reference Manager lets you annotate PDF articles

Annotating PDF articles in Mendeley
Reference Manager
• You can add notes to relevant sections and you can also highlight certain areas of text

Mendeley Reference Manager and MS Word
• In Mendeley Reference Manager, select the Tools tab and then click on Install Mendeley
Cite for Microsoft Word

• You will be redirected to the Microsoft Store where you can get the add-on

• Mendeley Cite will
now appear in the
right-hand corner of
the References tab in
MS Word
• Click on Get started to
sign in

Inserting citations using Mendeley Cite
• In Mendeley Cite,
select the
references that you
want to cite in the
document
Click to
Play

Editing citations and adding page numbers
• In the document,
click on the
citation(s) you want
to edit a citation
• You can add page
numbers, prefixes
and suffixes and you
can suppress the
author
Click to
Play

Inserting the bibliography and changing the
referencing style
Click to
Play

Email: kvd@sun.ac.za
Tel: 021 808 2623
Your Faculty Librarian can also assist you with Mendeley!
If you are unsure who yours is, you can find out by looking up your subject vir our
Library Guides
Email: letlaos@sun.ac.za
Tel: 021 808 2125
Letlao Seloma
Kirchner van Deventer
Questions?

Photo by Stefan Els
Thank you
Enkosi
Dankie

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