MENDELEY FOR BEGINNERS

Mendeley is a desktop and web program for managing and sharing research papers, discovering
research data and collaborating online. It combines Mendeley Desktop, a PDF and reference management
application (available for Windows, OS X and Linux) and Mendeley for Android and iOS, with Mendeley
Web, an online social network for researchers.

1. Go to https://www.mendeley.com/

2. Click on the Create a free account to register for Mendeley.

3. Fill out the form with your valid email address, first and last name, and password. Please
remember your email address and password registed. Note this in your phone and/or journal.
Once done, click CONTINUE.

4. You will then be asked to fill-out your field of expertise and academic status. For the field of
study, choose the field which is closest to your profession/expertise. Prior to creating an
account by clicking CREATE ACCOUNT, please do read the PRIVACY POLICY and TERMS OF
CONDITIONS.
5. You will then be asked to input your institution/affiliation. Once you entered an institution,
the Mendeley database will recommend an institution closest to what you have indicated. If
your institution does not appear in the suggested institutions, click SKIP THIS STEP. Once
done, click SAVE AND CONTINUE.

6. Once done, you will be redirected to your Mendeley Feed. Your feed will show activity from
people you follow, the groups you have joined, updates from Mendeley, and People and
Paper suggestions.
 7. Once done, update your profile by clicking on the circle with the initials of your name. Upload
your PROFILE PHOTO, ABOUT, PUBLICATIONS, RESEARCH INTERESTS, PROFESSIONAL
EXPERIENCE, and EDUCATION HISTORY.

8. Hover the cursor to the Library and CLICK. The LIBRARY will contain the references you have
manually uploaded, imported in the scholarly databases (PUBMED, GOOGLE SCHOLAR), and
PAPERS from the groups you have joined.

This is your MY LIBRARY

9. Hover the cursor to SUGGEST. Suggest will give you a list of articles that are either POPULAR
or TRENDING in the FIELD OF EXPERTISE/SPECIALIZATION you have reflected during your
registration to Mendeley.

10. If you have used or wants to use the reference in your research paper, you could save it to your
MY LIBRARY by clicking SAVE REFERENCE at the bottom of the article.
11. Hover to STATS. Stats will help you track your publications’ citations in Scopus and Thomson
Reuters if you are a published author.
12. Hover to GROUPS. As a social network, MENDELEY allows its users to join groups.
Search groups in your area of interest, share papers and start collaborating either publicly or
privately. You have the option to CREATE A GROUP and/or JOIN PRIVATE/PUBLIC GROUPS.

HOW TO CREATE GROUP?

1. Click on CREATE A NEW GROUP button on the RIGHT side of the MENDELEY Page.

2. Fill-out the form and reflect the desired GROUP NAME and GROUP DESCRIPTION. We
suggest that you make a group based on your FIELD OF EXPERTISE.
 HOW TO JOIN GROUP?

1. In the search bar (highlighted in BLUE) under GROUPS, search for the KEYWORD of the
GROUP you wish to join (e.g. AGRICULTURE).

2. Mendeley will then generate results of ALL the groups containing such search terms. If the
group is public, you can directly JOIN THE GROUP. If the group is private, you have to ASK
TO JOIN GROUP.

3. Once you join a group, you will receive updates through your FEED. All the papers being
shared in the group will automatically be stored in your MY LIBRARY. You could also
correspond to members through the GROUP.
13. Hover to SEARCH. You could search four ways. You could search for PAPERS (scholarly articles
found in the Mendeley Database), PEOPLE (researchers who have accounts on Mendeley),
GROUPS, and SUPPORT (issues regarding the use of MENDELEY). Type in the name of a
person, a topic/research interest you are pursuing, groups you wish to join and issues you want
to be fixed in the search bar.

PAPERS

PEOPLE

GROUPS

Support
 HOW TO USE THE MENDELEY FOR DESKTOP

Mendeley Desktop is academic software that indexes and organizes all of your PDF documents
and research papers into your own personal digital bibliography. It gathers document details from
your PDFs allowing you to effortlessly search, organize and cite. It also looks up PubMed, CrossRef,
DOIs, and other related document details automatically.

HOW TO DOWNLOAD?
1. In the address bar, type https://www.mendeley.com/download-mendeley-desktop/

2. Click on the green button which says, DOWNLOAD MENDELEY DESKTOP.

3. Once you clicked on the DOWNLOAD MENDELEY DESKTOP button, the file will
automatically appear in the DOWNLOAD STATUS BAR at the bottom left part of the
screen. Wait for it to be completely downloaded.

4. Once it is completely downloaded click on the file. A window will appear. Click RUN.
Once done, you will be asked to review the license terms before the installation of the
Mendeley Desktop. Once you have finished reading the stipulations, click I AGREE.
Then, save your Mendeley Desktop in your computer desktop.
5. A prompt for a successful download of the Mendeley for Desktop will appear. Click
FINISH.

6. Locate this logo in the desktop of your computer. Click on the Logo.
7. Input the email address and the password you have registered in the Mendeley
online. Click SIGN IN.

8. Your Mendeley for Desktop is SYNCHED with your Mendeley online so all of the
citations you have saved in your My Library online, would be the same references seen
in the desktop version. What is advantageous with the Mendeley for Desktop is that it
could be used without internet connectivity as long as all the references to be used in
the writing of the manuscript is reflected in your MY LIBRARY.

MENDELEY MY LIBRARY ONLINE

MENDELEY FOR DESKTOP LIBRARY
9. To add references/citations from databases such as Google Scholar and PubMed, go to
TOOLS in MENDELEY FOR DESKTOP. Click on the INSTALL WEB IMPORTER.

10. You will be redirected to https://www.mendeley.com/import/. FIND the SAVE TO MENDELEY

button at the lower right part of the page.
11. If you are using GOOGLE CHROME, make sure that the BOOKMARK is shown. Click on the link
to SHOW BOOKMARK (https://goo.gl/foaQXV)

12. Drag the SAVE TO MENDELEY button to the BOOKMARK. The SAVE TO MENDELEY will then
be reflected in BOOKMARKS BAR.
 HOW TO USE MENDELEY’S WEB IMPORTER

The Web Importer allows you to quickly import papers into your Mendeley library from external
databases, such as Google Scholar, PLoS and scores of other research databases.

1. Go to an external research database of choice (e.g. GOOGLE SCHOLAR).

2. Search for the source you want to add in your MY LIBRARY. If there is no specific reference,
use keywords in finding scholarly articles in the field of your expertise.
 3. If you are looking for a SPECIFIC SOURCE, the database will give you the result/s closest to
your search. If not, GOOGLE SCHOLAR will give you a list of articles about the general
topic/field.

FOR SPECIFIC SOURCE (Book title, author)

FOR GENERAL TOPIC/FIELD

4. To import citation/references found in GOOGLE SCHOLAR or any research database to your
MY LIBRARY in both the ONLINE and DESKTOP version, click on the SAVE TO MENDELEY in
the BOOKMARKS BAR.
5. A BOOKMARLET will appear reflecting all the citations found in the page (THOSE CITATIONS
WITH DEAD LINKS WOULD NOT BE REFLECTED). Note: Please click the SAVE TO MENDELEY
in every page to generate the bookmarklet of citations as every page in the database has
different references reflected.

6. Tick the box of the reference/s you want to reflect in your Mendeley Library (ONLINE and
DESKTOP).
7. Click SAVE.

8. Check in your MENDELEY LIBRARY if the reference/s saved through the WEB IMPORTER is
reflected.
 9. For the MENDELEY FOR DESKTOP, click synch first if the references saved do not appear
directly. Also make sure that the account in the ONLINE version is the same in the DESKTOP
version.

NOTE: Please make sure that prior to the writing of the

research manuscript, ALL REFERENCES should be
reflected in your MENDELEY LIBRARY (online and
desktop)!
 WRITING OF MANUSCRIPT USING MENDELEY

1. Go to the TOOLS BAR in your MENDELEY FOR DESKTOP. Install the MICROSOFT WORD PLUG-
IN.

2. There will be a prompt that the installation of the MICROSOFT WORD PLUG-IN has been
successful. Click OK.
3. Open your Microsoft Word. In the REFERENCES found in the MENU BAR, you will know if you
have successfully installed the plug –in once you see the logo of Mendeley superimposed on a
word document.

4. Given that you have inputted all the references in your Mendeley Library, both online and
desktop, you are now ready to write your manuscript with Mendeley aiding you in your citation
management. If you like to cite an author for a statement in your body of the text, click on
REFERENCES> INSERT CITATION.
5. Type the author’s name, title or year if you remember the details of the reference. If there are
multiple authors who have validated the statements, continue until all references are covered
and reflected. Click OK after all references are accounted for.

6. If you do not remember any of the details of the source, click on the GO TO MENDELEY button
where you will be redirected to your library.
7. Once determined, the cited reference will be added in the text.
8. For the BIBLIOGRAPHY, go to the MENU BAR. Find REFERENCES> INSERT BIBLIOGRAPHY.
Click. Note: Do this only ONCE in the duration of the writing of the MANUCRIPT.

9. MENDELEY will then generate the Bibliography for you in a blink of an eye!
 10. You can also change from ONE REFERENCING STYLE to the other without HASSLE. Just click
on REFERENCES in the MENU BAR and Find the box for STYLE. Search the preferred
referencing style.

VISIT THE MENDELEY OFFICIAL YOUTUBE CHANNEL

(https://goo.gl/CTzZFl) for more tips and tutorials on how to use this
amazing CITATION MANAGEMENT SOFTWARE.