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Created 10/14; Updated 11/17 SS 1 Mendeley – Summary Guide to the Literature Manager Registering for a Free Online Account To register for a free account, go to mendeley.com, click Create a free account, and follow the registration steps. Once registered, it will ask if you would like to download the desktop version which is highly recommended as you can read articles without internet access and install a toolbar in Word for creating bibliographies. Adding the Mendeley Importer to your Bookmarks To start collecting literature for your project, you’ll need to add the Mendeley Web Importer to your preferred browser. From your main account page (Feed), click Install Web Importer from the right hand menu box and follow the directions to add the extension or toolbar to your browser (extension for Chrome and toolbar for Firefox, Safari & IE). Note: For Firefox, drag and drop the ‘Save to Mendeley’ button to your toolbar as the extension does not appear to work.

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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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,

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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,

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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.

Page 5: 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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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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Finally,tofinishoutyourdocument,clickInsertBibliographyandmakesureAmericanMedicalAssociationisselectedasyourpreferredcitationstyle.