A basic guide to using Mendeley Desktop for new users

1. HOW TO USE MENDELEY
DESKTOP?

2. WHAT IS MENDELEY?
• Mendeley is a free reference management
software that helps you manage your citations and
bibliographies.
• To use Mendeley, you need to download and
install three tools: Mendeley Desktop, Mendeley
Web Importer and Mendeley Cite.
• Mendeley Desktop is the main application where
you can store, organize and annotate your PDFs.
• Mendeley Web Importer is a browser extension
that allows you to import references from web
pages.
• Mendeley Cite is a Microsoft Word plugin that lets
you insert citations and generate reference lists in
your documents

3. STEP I:
HOW TO
DOWNLOAD
MENDELEY IN
DESKTOP?
DOWNLOAD & INSTALL
MENDELEY FOR MS
WORDS IN WINDOWS
FROM MENDELEY WEBSITE

4. STEP II:
HOW TO INSTALL
MENDELEY IN
DESKTOP?
GO TO DOWNLOADS,
CLICK FOR
INSTALLATION,
FOLLOW THE STEPS &
ADD AN ICON TO
DESKTOP FOR QUICK
ACCESS
STEP IV:
ADD AN ICON TO DESKTOP FOR QUICK
ACCESS

5. STEP III:
HOW TO
START
WORKING WITH
MENDELEY?
CREATE A MENDELEY
ACCOUNT BY
SIGNING IN WITH
ANY OF YOUR
REGISTERED E-MAIL

6. STEP IV:
HOW TO
CONNECT
MENDELEY AND
MS WORD?
CLICK ON INSTALL MS
WORD PLUG IN OPTION
IN TOOLS ICON OF
MENDELEY MAIN
WINDOW.
OPEN MS WORD AND
CLICK ON THE
REFERENCES TAB.
YOU SHOULD SEE A
MENDELEY CITE-O-
MATIC SECTION WITH
BUTTONS FOR INSERT
CITATION, INSERT
BIBLIOGRAPHY, GO TO
MENDELEY, AND STYLE.

7. STEP V:
HOW TO
ADD PDF
ARTICLES IN
MENDELEY?
CREATE DESIRED
FOLDERS BY
CLICKING ON
CREATE FOLDER FOR
PARTICULAR FILES
ON A TOPIC
THE ADD FULL
FOLDER HOLDING
MULTIPLE PDF FILES
ON THAT
PARTICULAR TOPIC
INSIDE THAT FOLDER

8. STEP VI:
HOW TO
ORGANIZE PDF
ARTICLES IN
MENDELEY?
ADD DOWNLOADED PDF
RESEARCH ARTICLES
INTO THEIR RESPECTIVE
FOLDERS
NOW YOU CAN MAKE A
LIBRARY ON EACH
TOPIC/RESEARCH AND
CAN EASILY STUDY,
ORGANIZE, AND CITE
THEM WHEN YOU NEED

9. STEP VII:
HOW TO
OVERVIEW
ABSTRACT AND
OTHER
PARTICULARS OF
PAPERS USING
MENDELEY?
CLICK ON THE
ARTICLE
AUTHOR/TITLE TO
OVERVIEW DETAILS
LIKE JOURNAL NAME,
YEAR PUBLISHED,
ISSUE, AND ABSTRACT
IN A SMALL BAR ON
RIGHT SIDE

10. STEP VIII:
HOW TO READ
FULL PAPERS AND
COPY DATA USING
MENDELEY?
DOUBLE CLICK ON THE
ARTICLE AUTHOR/TITLE,
THIS WILL OPEN THE FULL
PAPER IN A NEW WINDOW
NEXT TO THE MY LIBRARY
WINDOW.
HERE YOU CAN STUDY
ARTICLE IN DETAIL AND
STUDY FULL ARTICLE AND
COPY DATA.

11. ADDITIONAL GUIDE:
HANDLE COPIED TEXT INTO MS WORD FILE
PARAPHRASE COPIED TEXT
MANUALLY OR USING ANY
PARAPHRASING SOFTWARE LIKE
QUILLBOT
COPY AND PASTE PARAPHRASED
DATA TO ADD INTO
MANUSCRIPT MS WORD FILE

12. MANUSCRIPT WRITE UP AND
CITATION SIMULTANEOUSLY
• You must have developed a
predesigned layout of the article you
are planning to write.
• Place copied text under its destined
section of your article under progress
of write up.
• Add single space before last full stop
and place cursor there.
• Now click on to the References icon in
ADDITIONAL GUIDE:
HOW TO HANDLE
COPIED TEXT INTO MS
WORD FILE AND HOW
TO CITE

13. STEP IX:
HOW TO COPY
TITLE FOR
CITATION
PROCESS USING
MENDELEY
COPY THE TITLE OF
THE ARTICLE YOU
WANT TO CITE IN
WORD FILE USING
MENDELEY

14. STEP X:
HOW TO ADD
CITATIONS
USING
MENDELEY?
TO INSERT A CITATION,
PLACE YOUR CURSOR
WHERE YOU WANT THE
CITATION TO APPEAR
AND CLICK ON INSERT
CITATION.
A SEARCH BOX WILL POP
UP WHERE YOU CAN TYPE
KEYWORDS OR COPIED
TITLE TO FIND THE
REFERENCE YOU WANT.
THEN CLICK ON THE
MATCHED ARTICLE
BELOW IN BOX AND
CLICK OK.
THE CITATION WILL BE
INSERTED ACCORDING
TO THE STYLE YOU HAVE
CHOSEN.

15. STEP XI:
HOW TO
CHOOSE
JOURNAL
APPROPRIATE
CITATION
STYLE?
TO CHANGE THE
CITATION STYLE, CLICK
ON STYLE AND SELECT
FROM THE DROP-DOWN
MENU.
YOU CAN ALSO SEARCH
FOR MORE STYLES
ONLINE OR CREATE
YOUR OWN USING THE
MENDELEY CITATION
STYLE EDITOR.

16. STEP XII:
HOW TO ADD
REFERENCES
USING
MENDELEY?
TO INSERT REFERENCES
OR LITERATURE CITED
OR BIBLIOGRAPHY,
PLACE YOUR CURSOR
WHERE YOU WANT THE
BIBLIOGRAPHY TO
APPEAR AND CLICK ON
INSERT BIBLIOGRAPHY.
A LIST OF ALL THE
REFERENCES YOU HAVE
CITED WILL BE
GENERATED
ACCORDING TO THE
STYLE YOU HAVE
CHOSEN