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Managing and organizing your references
Information Skills Course
Prepared by :
Unit Pendidikan Pelanggan
Perpustakaan Tun Seri
Lanang
GUIDETOMENDELEYGUIDETOMENDELEY
Mendeley Desktop : Mendeley Desktop is the
downloaded part of the software installed onto your
computer. Download Mendeley Desktop if you
haven't already.
Sync : The process of synchronizing your Mendeley
data across devices.
Web Importer : The browser bookmarklet that lets
you quickly import documents from anywhere on the
web.
Mendeley Web : This is the Mendeley website
where you can access the web version of your
library, edit your profile and search for papers,
groups or people.
Citation Plugin : A plugin you can install that allows
you to create and format your citations and
bibliography according to your chosen style.
Before we get started, here are some terms
you should be familiar with:
INTRODUCTION
1
DESKTOP INTERFACEDESKTOP INTERFACE
1. My library: Provides you with easy access to your library, publications, folders and groups.
2. Sync: Sync your data across devices so you can work and access your research wherever you go.
3. Your documents: Double click a document to open in the PDF viewer.
4. Details pane: See document details to quickly update meta-data and browse notes.
5. Library search: Search across the full-text of your library with results appearing as you type.
1
4
5
3
2
2
DESKTOP INTERFACEHOW TO INSTALL MENDELEY DESKTOP ?
1. Go to www.mendeley.com
2. Create account
3. Sign in to Mendeley
4. Click Download Mendeley
Free
5. Click Download Mendeley
Desktop
6. Save Mendeley Desktop to
your hard drive
7. Double click the Mendeley
Desktop icon in your browser’s
download Window, and follow
the instructions on screen. 5
3
CONTINUES…
1
3
2
4
1. Click Run
2. Click Next
3. Read the License Agreement and click “I Agree”
4. Choose install location and click Next
4
CONTINUES…
1
3
2
1. Wait until the installing has complete 100%
2. Click Install
3. Tick (/) at the Run Mendeley Desktop and click
“Finish”
4. Then the icon of Mendeley Desktop application
will be appear at your desktop.
4
5
CREATE WATCH FOLDER
IN MENDELEY 1. Within Mendeley, go to Tools and Options
2. Click the Watched Folders tab.
3. Select the folder(s) you would like Mendeley Desktop to
keep an eye on.
4. Click Apply and OK.
(Setting up a Watch Folder in Mendeley is one of the most
versatile ways of quickly importing documents. Simply drop
PDFs in the folder and Mendeley will import them
automatically for you.)
3
4
6
1. Within Mendeley, go to Tools and Options
2. Click File Organizer and check box Organize
my Files and “Rename document files”.
3. For Copy files to : Choose browse and create a
folder :eg: C: Azmah  Mendeley
ORGANIZING FILES
2
7
DESKTOP INTERFACEINSTALLING AND USING THE WORD
PLUGIN IN WINDOWS
2
1. To install the Mendeley Plugin you need to first
close Word and then on Mendeley Desktop.
2. Go to Tools
3. Select Install MS Word Plugin,
4. After installing the Mendeley Plugin you will find the
Mendeley plugin in Word's References ribbon in
Word 2007 and 2010.
3
4
8
DESKTOP INTERFACESTARTING AND OPENING
MENDELEY DESKTOP
9
From Start Programs, Click
Mendeley Desktop
CHOOSING OUTPUT STYLE
1. Go to View
2. Select Citation Style, the list of output styles
will be displayed.
3. Click on a style you wish to have to make it in
the current output style. You can choose More
Styles to pick from other installed files.
1
2
3
10
1. Open the Mendeley program on your computer.
2. Click the arrow on the icon and select Add
Entry Manually. A pop-up window will appear.
3. At the top, select the type of material you wish
to add (e.g. book, book section, document,
journal article, etc.).
4. Begin to fill in data manually for the item record
that appears by clicking on each metadata
field. You can enter basic data (e.g. title, author,
publisher), as well as notes, tags, and files from
your computer.
5. Click Save.
2
ADDING REFERENCES MANUALLY
4
5
3
11
1. Import content with
the Web Importer
3. Import content from
“Papers Mendeley Web”
2. Import content from
internet / Google
Scholar
4. Auto-add Documents
with a Watch Folder
5. Basics of Adding PDFs from
your computer Automatically
6. Discover with
Literature Search
IMPORT CONTENT TO MENDELEY DESKTOP
12
1. Import content with the Web Importer
2
3
1. Go to www.mendeley.com
2. Click Tools and click Install the Web Importer
3. Click Get Web Importer for Chrome
4. Click Add to Chrome
5. Click Add Extension
6. Click star button to Save Mendeley as your Bookmark
Bar and click Done
7. It will appear at your Bookmark Bar
4
5
6
7
13
2. Import content from internet / Google Scholar
14
1. Go to Google Scholar (any seach
engine)
2. Perform a search
3. Click Save to Mendeley
4. Pop-up from Mendeley will be
displayed
5. Tick (/) Select All and click Add
6. Go to Mendeley Desktop , Click Sync,
Mendeley will import them
automatically
1 4
2
5
6
3. Import content from “Papers Mendeley Web”
3
2
4
1. Go to www.mendeley.com/research-papers/
2. Click Papers menu
3. Perform a search, eg: education AND Malaysia
4. Choose the required article and save reference /PDF to
library
5. Go to Mendeley Desktop , Click Sync, Mendeley will
import them automatically
5
15
4. Auto-add Documents with a Watch Folder
1
2
1. Conduct your search from
internet or databases
2. Choose the required article and
open PDF
3. Save to file for example:
Articles
4. Go to Mendeley Desktop , Click
Sync, Mendeley will import them
automatically
3
OR
16
5. Basics of Adding PDFs from your computer Automatically
1. To add individual PDFs, click on Add Files as shown above, then select the file(s) to import.
2. To add a folder of PDFs, click on Add Folder, then select a folder.
3. Mendeley can automatically add PDFs when they are saved on your computer.
4. To set Mendeley to watch a folder, click on Watch Folder. Make sure this folder is where you are saving new PDFs!
5. Drag and drop: individual PDFs or folders can also be dragged from your computer into your Mendeley program.
6. Once a PDF has been added, Mendeley will try to automatically extract the citation information. It will ask you to
verify that the information is accurate, or prompt you to search Google Scholar to add any missing details.
1
2
4
17
6. Discover with Literature Search
1. Select the Literature Search tab on the left handpane
to search and add papers from Mendeley catalog
2. Double Click the required article
3. Click Save Reference, article will be saved in
Mendeley Desktop
1
2
3
18
CONTINUES… EXAMPLE OF VERIFYING INFORMATION:
1. Mendeley has automatically
imported PDF information,
including authors, journal,
year, volume and issue.
2. However, as shown in the
boxes, it is missing the page
numbers.
3. By clicking on View research
catalog entry for this paper,
Mendeley will attempt to find
the citation in Google Scholar
and fill in in the information.
4. These fields can also be
added manually by typing
them in.
2
3
19
DESKTOP INTERFACE
1. Click Edit
2. Choose New Folder
3. Type in the name of the group you want to create
4. Press Enter
CREATE FOLDER
1
2
3
20
DESKTOP INTERFACETO ADD REFERENCES TO FOLDER
1
1. Add references to the folder by dragging
and dropping them from the All
Documents folder on to the new folder
2. Click on the folder name to view the
records in that folder
(To create a sub-folder, click on the new
folder then click on the Create Folder
icon.)
2
21
CITE WHILE YOU WRITE
Once you have added your documents in Mendeley you can cite and reference them within Word and
Open Office. The Mendeley Word and Open Office Plug-ins integrates Mendeley into these word
processors. Once you have installed the Plug-ins you will have the tool bars buttons that will enable you to
cite a document, create a bibliography and edit an entry. To cite a document and create a bibliography:
1. Click References menu.
2. Click on Insert Citation in the Mendeley
toolbar within Word.
3. The pop up will appears and click Yes.
4. Then click Go To Mendeley.
1
2
3
4
22
CONTINUES…
5
6
5. Select the document(s) or reference(s) in Mendeley Desktop
and select Send Citation to Word.
6. Select the citation style in the drop down menu in your word
processor. This will send the selected document(s) to Word. 23
CONTINUES…
7. Select Insert Bibliography to create a
bibliography. You can also add citations in
other text editors such as Google Docs
and LaTeX documents.
8. Mendeley is compatible with over 1100
Citation Styles.
7
24
EDITING / REMOVING THE CITATION
1. Highlight citation
2. Click Insert Citation menu, it will change
to Edit Citation menu
3. Press delete cursor at the keyboard to
delete and make editing
1
2
25
DESKTOP INTERFACEMOVE REFERENCES TO MICROSOFT
WORDS
1. Highlight all the references you want to move to
Microsoft Words.
2. Use a cursor to drag them to MS Words.
1
2
26
SNEAK PEEK
•http://www.ukm.my/ptsl/
ThankyouThankyou
Doyouhave any questions?
Perpustakaan TunSriLanang, UKM
ptsl_ukm@ptsl2ukm Perpustakaan Tun Seri Lanang,
Universiti Kebangsaan Malaysia

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Guide to Mendeley PTSL

  • 1. Managing and organizing your references Information Skills Course Prepared by : Unit Pendidikan Pelanggan Perpustakaan Tun Seri Lanang GUIDETOMENDELEYGUIDETOMENDELEY
  • 2. Mendeley Desktop : Mendeley Desktop is the downloaded part of the software installed onto your computer. Download Mendeley Desktop if you haven't already. Sync : The process of synchronizing your Mendeley data across devices. Web Importer : The browser bookmarklet that lets you quickly import documents from anywhere on the web. Mendeley Web : This is the Mendeley website where you can access the web version of your library, edit your profile and search for papers, groups or people. Citation Plugin : A plugin you can install that allows you to create and format your citations and bibliography according to your chosen style. Before we get started, here are some terms you should be familiar with: INTRODUCTION 1
  • 3. DESKTOP INTERFACEDESKTOP INTERFACE 1. My library: Provides you with easy access to your library, publications, folders and groups. 2. Sync: Sync your data across devices so you can work and access your research wherever you go. 3. Your documents: Double click a document to open in the PDF viewer. 4. Details pane: See document details to quickly update meta-data and browse notes. 5. Library search: Search across the full-text of your library with results appearing as you type. 1 4 5 3 2 2
  • 4. DESKTOP INTERFACEHOW TO INSTALL MENDELEY DESKTOP ? 1. Go to www.mendeley.com 2. Create account 3. Sign in to Mendeley 4. Click Download Mendeley Free 5. Click Download Mendeley Desktop 6. Save Mendeley Desktop to your hard drive 7. Double click the Mendeley Desktop icon in your browser’s download Window, and follow the instructions on screen. 5 3
  • 5. CONTINUES… 1 3 2 4 1. Click Run 2. Click Next 3. Read the License Agreement and click “I Agree” 4. Choose install location and click Next 4
  • 6. CONTINUES… 1 3 2 1. Wait until the installing has complete 100% 2. Click Install 3. Tick (/) at the Run Mendeley Desktop and click “Finish” 4. Then the icon of Mendeley Desktop application will be appear at your desktop. 4 5
  • 7. CREATE WATCH FOLDER IN MENDELEY 1. Within Mendeley, go to Tools and Options 2. Click the Watched Folders tab. 3. Select the folder(s) you would like Mendeley Desktop to keep an eye on. 4. Click Apply and OK. (Setting up a Watch Folder in Mendeley is one of the most versatile ways of quickly importing documents. Simply drop PDFs in the folder and Mendeley will import them automatically for you.) 3 4 6
  • 8. 1. Within Mendeley, go to Tools and Options 2. Click File Organizer and check box Organize my Files and “Rename document files”. 3. For Copy files to : Choose browse and create a folder :eg: C: Azmah Mendeley ORGANIZING FILES 2 7
  • 9. DESKTOP INTERFACEINSTALLING AND USING THE WORD PLUGIN IN WINDOWS 2 1. To install the Mendeley Plugin you need to first close Word and then on Mendeley Desktop. 2. Go to Tools 3. Select Install MS Word Plugin, 4. After installing the Mendeley Plugin you will find the Mendeley plugin in Word's References ribbon in Word 2007 and 2010. 3 4 8
  • 10. DESKTOP INTERFACESTARTING AND OPENING MENDELEY DESKTOP 9 From Start Programs, Click Mendeley Desktop
  • 11. CHOOSING OUTPUT STYLE 1. Go to View 2. Select Citation Style, the list of output styles will be displayed. 3. Click on a style you wish to have to make it in the current output style. You can choose More Styles to pick from other installed files. 1 2 3 10
  • 12. 1. Open the Mendeley program on your computer. 2. Click the arrow on the icon and select Add Entry Manually. A pop-up window will appear. 3. At the top, select the type of material you wish to add (e.g. book, book section, document, journal article, etc.). 4. Begin to fill in data manually for the item record that appears by clicking on each metadata field. You can enter basic data (e.g. title, author, publisher), as well as notes, tags, and files from your computer. 5. Click Save. 2 ADDING REFERENCES MANUALLY 4 5 3 11
  • 13. 1. Import content with the Web Importer 3. Import content from “Papers Mendeley Web” 2. Import content from internet / Google Scholar 4. Auto-add Documents with a Watch Folder 5. Basics of Adding PDFs from your computer Automatically 6. Discover with Literature Search IMPORT CONTENT TO MENDELEY DESKTOP 12
  • 14. 1. Import content with the Web Importer 2 3 1. Go to www.mendeley.com 2. Click Tools and click Install the Web Importer 3. Click Get Web Importer for Chrome 4. Click Add to Chrome 5. Click Add Extension 6. Click star button to Save Mendeley as your Bookmark Bar and click Done 7. It will appear at your Bookmark Bar 4 5 6 7 13
  • 15. 2. Import content from internet / Google Scholar 14 1. Go to Google Scholar (any seach engine) 2. Perform a search 3. Click Save to Mendeley 4. Pop-up from Mendeley will be displayed 5. Tick (/) Select All and click Add 6. Go to Mendeley Desktop , Click Sync, Mendeley will import them automatically 1 4 2 5 6
  • 16. 3. Import content from “Papers Mendeley Web” 3 2 4 1. Go to www.mendeley.com/research-papers/ 2. Click Papers menu 3. Perform a search, eg: education AND Malaysia 4. Choose the required article and save reference /PDF to library 5. Go to Mendeley Desktop , Click Sync, Mendeley will import them automatically 5 15
  • 17. 4. Auto-add Documents with a Watch Folder 1 2 1. Conduct your search from internet or databases 2. Choose the required article and open PDF 3. Save to file for example: Articles 4. Go to Mendeley Desktop , Click Sync, Mendeley will import them automatically 3 OR 16
  • 18. 5. Basics of Adding PDFs from your computer Automatically 1. To add individual PDFs, click on Add Files as shown above, then select the file(s) to import. 2. To add a folder of PDFs, click on Add Folder, then select a folder. 3. Mendeley can automatically add PDFs when they are saved on your computer. 4. To set Mendeley to watch a folder, click on Watch Folder. Make sure this folder is where you are saving new PDFs! 5. Drag and drop: individual PDFs or folders can also be dragged from your computer into your Mendeley program. 6. Once a PDF has been added, Mendeley will try to automatically extract the citation information. It will ask you to verify that the information is accurate, or prompt you to search Google Scholar to add any missing details. 1 2 4 17
  • 19. 6. Discover with Literature Search 1. Select the Literature Search tab on the left handpane to search and add papers from Mendeley catalog 2. Double Click the required article 3. Click Save Reference, article will be saved in Mendeley Desktop 1 2 3 18
  • 20. CONTINUES… EXAMPLE OF VERIFYING INFORMATION: 1. Mendeley has automatically imported PDF information, including authors, journal, year, volume and issue. 2. However, as shown in the boxes, it is missing the page numbers. 3. By clicking on View research catalog entry for this paper, Mendeley will attempt to find the citation in Google Scholar and fill in in the information. 4. These fields can also be added manually by typing them in. 2 3 19
  • 21. DESKTOP INTERFACE 1. Click Edit 2. Choose New Folder 3. Type in the name of the group you want to create 4. Press Enter CREATE FOLDER 1 2 3 20
  • 22. DESKTOP INTERFACETO ADD REFERENCES TO FOLDER 1 1. Add references to the folder by dragging and dropping them from the All Documents folder on to the new folder 2. Click on the folder name to view the records in that folder (To create a sub-folder, click on the new folder then click on the Create Folder icon.) 2 21
  • 23. CITE WHILE YOU WRITE Once you have added your documents in Mendeley you can cite and reference them within Word and Open Office. The Mendeley Word and Open Office Plug-ins integrates Mendeley into these word processors. Once you have installed the Plug-ins you will have the tool bars buttons that will enable you to cite a document, create a bibliography and edit an entry. To cite a document and create a bibliography: 1. Click References menu. 2. Click on Insert Citation in the Mendeley toolbar within Word. 3. The pop up will appears and click Yes. 4. Then click Go To Mendeley. 1 2 3 4 22
  • 24. CONTINUES… 5 6 5. Select the document(s) or reference(s) in Mendeley Desktop and select Send Citation to Word. 6. Select the citation style in the drop down menu in your word processor. This will send the selected document(s) to Word. 23
  • 25. CONTINUES… 7. Select Insert Bibliography to create a bibliography. You can also add citations in other text editors such as Google Docs and LaTeX documents. 8. Mendeley is compatible with over 1100 Citation Styles. 7 24
  • 26. EDITING / REMOVING THE CITATION 1. Highlight citation 2. Click Insert Citation menu, it will change to Edit Citation menu 3. Press delete cursor at the keyboard to delete and make editing 1 2 25
  • 27. DESKTOP INTERFACEMOVE REFERENCES TO MICROSOFT WORDS 1. Highlight all the references you want to move to Microsoft Words. 2. Use a cursor to drag them to MS Words. 1 2 26
  • 29. ThankyouThankyou Doyouhave any questions? Perpustakaan TunSriLanang, UKM ptsl_ukm@ptsl2ukm Perpustakaan Tun Seri Lanang, Universiti Kebangsaan Malaysia

Editor's Notes

  1. Picture: https://unsplash.com/photos/XLm6-fPwK5Q
  2. Photo by bruce mars on Unsplash
  3. Picture: - https://unsplash.com/photos/1vwwZ-BmmrE
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