MANAGING REFERENCES

WITH MENDELEY

Prepared By

MOHD SAIFULNIZAM ABU BAKAR

UiTM PULAU PINANG

 MANAGING REFERENCES WITH MENDELEY 2015

CONTENTS

Mendeley Features .......................................................................................................................................... 1

Subscription Plan.............................................................................................................................................. 2
Activity 1: Register Mendeley Account .................................................................................................... 3
Activity 2: Download and Install Mendeley Desktop .......................................................................... 5
Activity 3: Install Web Importer ................................................................................................................11
Activity 4: Install MS Word Plug-in ..........................................................................................................17
Activity 5:Import File(s) to Mendeley ......................................................................................................19
Activity 6: Import File(s) using Web Importer ......................................................................................22
Activity 7: Import File(s) From Online Database .................................................................................24
Activity 8: Generating Citations with the MS Word ...........................................................................25
Activity 9: Generating Reference or Bibliography ..............................................................................30
Activity 10: Organizing Document (Library) .........................................................................................32
Activity 11: Mendeley As PDF Reader/Organizer ...............................................................................37
Activity 12 : Check For Duplicates ............................................................................................................40
Activity 13: Search Option...........................................................................................................................41
Activity 14: Add Citation Style ( Gaya UKM) .........................................................................................42

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Mendeley Features

 There are three versions of the software - Mendeley Web, Mendeley Desktop
and iOS Apps. The desktop version can be installed on a variety of Operating
Systems such as Windows and Macintosh. Apps version can only be used in iOS
on the iPad or iPhone.
 To ensure that all three versions have current list, the concept of synchronization

is used for data storage.

 Users can register a free account with 2GB of online storage space
 Metadata such as title, author, journal and year in PDF files can be extract
automatically
 PDF file can be edit with sticky notes, text Highlighting and full-screen reading
mode
 Documents, journals or research papers can be imported from various web
sources like PubMed, Google Scholar, Arxiv via Bookmark in web Browser
 Special Group (private group) can be created to support collaboration among
members via online
 Citations and Bibliography can be integrated in the word processing software
such as Microsoft Word, OpenOffice.org and LibreOffice.

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Subscription Plan

After registration, Mendeley provides users with 2 GB of free web storage space, which
can be upgraded at a cost as below

FREE = 2GB STORAGE

Mendeley Manual

Before we get started, here are some terms you should be familiar with:

 Mendeley Desktop : Mendeley Desktop is the downloaded part of the software

installed onto your computer.
 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.
 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.
 Citation Plugin : A plugin you can install that allows you to create and format
your citations and bibliography according to your chosen style.

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Activity 1: Register Mendeley Account

1. Go to http://www.mendeley.com/join
2. Enter your name,email dan password and click Get Started

Please write your email and password (in case you forgot)
Email : _______________________________
Password : ____________________________

3. Enter your Field of Study (1) , Academic Status (2) and click Finish

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4. Wait for Download to Start.

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Activity 2: Download and Install Mendeley Desktop

1. Locate the location of the installer (MyDocument, Download or CD Installer) –

Filename Mendeley-Desktop-1.13.3-win32

2. Double click the installer file to launch installation

3. Select Next to Continue (1)

4. Select I Agree

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5. Select next to confirm Destination Folder

6. Select Install to begin Installation and click Finish once completed

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7. Mendeley Desktop will open and please enter your Email , password and click Sign In

8. Skip for Import your Existing Library

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9. Skip for Popular Paper and click Next

10. Click Finish

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11. First Screen . Click (x) to close

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Mendeley 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

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Activity 3: Install Web Importer

Web Importer : The browser bookmarklet that lets you quickly import documents from
anywhere on the web

For Internet Explorer (IE):

1. Open Mendeley website ( you must log in)

2. On Dashboard menu (1), click Install the Web Importer (2)

3. To enable browser Toolbar, right click and Select Bookmarks Bar

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4. Drag Save to Mendeley button and release to Bookmark Toolbar

After

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For Google Chrome:

1. Click On right menu button

2. Click on menu Appearance and tick (√) to Always Show The Bookmarks Bar

3. Open Mendeley website ( you must log in)

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4. On Dashboard menu (1), click Install the Web Importer (2)

5. Drag Save To Mendeley to the Bookmarks Bar

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For Mozilla Firefox:

1. Open Mendeley website ( you must log in)

2. On Dashboard menu (1), click Install the Web Importer (2)

3. To enable browser Toolbar, right click and Select Bookmarks Bar

4. Bookmark toolbar

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5. Drag Save to Mendeley button and release to Bookmark Toolbar

After

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Activity 4: Install MS Word Plug-in

Citation Plugin : A plugin you can install that allows you to create and format your
citations and bibliography according to your chosen style.

1. Close any active MS Word file(s)

2. Menu Tools and Select Install MS Word Plugin

3. Confirmation Message

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4. Open MS Word and check the plugin

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Activity 5:Import File(s) to Mendeley

Import File(s)

1. Minimize Mendeley Window and Drag the file (PDF,Word) and drop into open
Mendeley Window

Or
2. File > Add File and browse the file

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Import By Folder :

1. Minimize Mendeley Window and Drag the folder (contains PDF,Word) and drop into
Mendeley Window

OR
2. File>Add Folder and browse the folder

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Add Entry Manual

1. Menu File > Add Entry Manual insert file information such as Authors, Journal and
Year. You can choose file type like Journal Article, Book Section and Magazine Article.
Click Save at the end.

Import From EndNote / BibTeX Library

1. File>Import>Select BibTeX or EndNote

*End Note Library should be save in format *.xml not *.enl

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Activity 6: Import File(s) using Web Importer

Web Importer : The browser bookmarklet that lets you quickly import documents from
anywhere on the web

1. Open Google Scholar

2. Type your search keyword for example “ Knowledge Management in SME Industry”

3. Click Save to Mendeley button at Bookmark Toolbar

4. Automatically, plug in Web Importer plug in will appears display the search result

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5. Click to + button at any article you wish to add in your Mendeley Library. Normally it
takes 5-10 Seconds (depend on internet speed)

√ show the article has been

inserted to the Mendeley
Library

6. Open Mendeley Desktop and click Sync button. The reference list will be updated

Before /After Sync

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Activity 7: Import File(s) From Online Database

Please refer appendix

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Activity 8: Generating Citations with the MS Word

Note : Make sure you have install MS Word Plugin

1. Open your Word Document and bring mouse cursor to the location where citation
will placed.

2. From tab menu Reference, click Insert Citation or press ALT+M.

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3. Mendeley menu box will appears

4. Type author name, title or year of the reference. Select the reference and Click OK.

5. You will see the author of Reference will placed at the location you select earlier

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6. Another way to make reference is to select directly from Mendeley Desktop. Menu to
be chosen is the Go To Mendeley

7. Select the reference you want and click Cite

8. References will be displayed in place of the mouse cursor is placed

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Create two or more citation in one sentence

1. Bring the mouse cursor to the spot where the citation will be placed.
2. On Tab menu References, selectInsert Citation or press ALT+M

3. Select Go To Mendeley

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4. Using the keyboard CTRL button, select the reference (more than one) and click CITE

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Activity 9: Generating Reference or Bibliography

1. Create a new page at the end of your document and add the title Referenceor
Biblography

2. Make sure your mouse cursor below the title. On tab menu Reference, select Insert
Bibliography

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3. Mendeley will generate references that you have used in your document.

4. The style format used is APA (American Psychological Association) 6th Edition. If you

want to convert Citation Styles, you can select it in the menu STYLE

5. If you wish to update your reference list, select the Refresh button

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Activity 10: Organizing Document (Library)

Sorting

To facilitate the process of sorting, Mendeley Desktop provides columns that allow us to
sort according to the sets as AUTHORS, TITLE, YEAR , PUBLISHED IN and ADDED.

You only need to click on the columns to sort by alphabetical A to Z or Z to A.

Tag Read/Unread / Favorite

Since we need to manage the journals / publications that much, sometimes we do not
remember the journal in which we have read or not.

Mendeley Desktop provides a button Read / Unread. This allows us to make the marking
Read or Unread. You can also mark your favorite journal (Favourite) your star sign.

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Add File Information (Property)

You can add information on reference materials that are not complete. Click on a field
which is incomplete such as the Journal, Year, Abstract, Tags. Then you can fill in your
own information.

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Create folders & sub-folders

1. On My Library section, selectcreate folder

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2. ClickCreate Folderand rename your new folder.You can create as many folders as
you like.

3. Click on the reference list, (you can choose several references by pressing the
CTRL key while clicking on the file).

4. Drag the files into the folder that you created earlier.

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5. If you want to remove folders that are not needed, just click on the folder name
and select Remove Folder

6. Create subfolder : Right click on folder and select New Folder

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Activity 11: Mendeley As PDF Reader/Organizer

One of the great functions of Mendeley is the ability to read the journal and mark the
contents of the material in a journal. Marking is very useful if we want to record a
sentence or paragraph that contains useful facts for your review. In this way, we can save
time reading journals / paper studies a lot without having to read line by line. Mendeley
classifies this function as a PDF Organizer. This can be done in the following way:

1. Double click on selected reference with attached PDF File.

2. Click Select button and drag the important words or sentences .

3. Select highlight button and the selected words/sentences will highlighted with
yellow colour

4. To remove the words / sentences highlighted, right click on words / sentences and
select Remove Highlight

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5. You can also enter notes by selecting Add Note

6. Write notes on the notes column

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7. To view all notes (annotation) that you've made, click on the Info Journal (Right).
Select the Notes tab

8. To remove a note, click back on the icon and select Remove Note

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Activity 12 : Check For Duplicates

1. Go to Tools and select Check for Duplicates

2. Choose the correct file and select Confirm Merge.

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Activity 13: Search Option

Search customization

Abstract:_________ ( make sure no spacing between double semicolon)

Author :_______

Boolean Operator

AND / OR

Example : Year:2011 OR 2012

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Activity 14: Add Citation Style ( Gaya UKM)

1. Download /locate Gaya-UKM.csl

2. Copy and paste the Gaya UKM in the folder (windows 32 bit)
C:\Program Files \Mendeley Desktop\citationStyles-1.0

If windows 64 bit

C:\Program Files (x86)\Mendeley Desktop\citationStyles-1.0

3. View - Citation Style - More Style - Gaya UKM (Firdaus Pozi) - Use this style

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Activity 7: Import File(s) From Online Database Appendix

Online Database Summary

Database How Imported to Mendeley

ProQuest Export/Save Citation

Emerald Download Citation

EBSCO Web Importer

ACM Digital Web Importer

Science Direct Export to Web Importer

Scopus Export/Save Citation

Springer Web Importer

SAGE Export/Save Citation

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ProQuest

1. Type keyword and press ENTER

2. Tick (√) to any article to select

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3. On menu Export/Save select EndNote,Citave or Reference Manager

4. Click Continue

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5. Once the download is complete, click open and select Mendeley

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6. References we tick (√) were successfully add to Mendeley

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Emerald

1. Type keyword and click search

2. Tick ( √ ) to article selected

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3. Select Download Citation on menu list For Selected Item

4. Select first option Format – RIS (Procite, Reference Manager) and click Download
article citation data

5. Once the download is complete, click open.

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EBSCO

1. Type keyword and click search

2. The results

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3. Click the Save to Mendeley button in Bookmark Bar. Automatically, web importer
window will appear. Click plus (+) button to the article you want to select and click (x) to
close the web importer window.

4. In Mendeley Desktop, click on the Sync button and wait for updated article.

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ACM

1. Type keyword and click search button

2. Double click on the reference to open.

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3. Click Save to Mendeley button

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Science Direct

4. Type keyword and click search button

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5. Tick (√) to select article(s)

6. Click Export and click on Direct Export - Save to Mendeley

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7. Automatically, web importer window will appear. Click plus (+) button to the article you
want to select and click (x) to close the web importer window.

8. In Mendeley Desktop, click on the Sync button and wait for updated article.

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Scopus

1. Type keyword and click search button

2. Tick ( ) to select article(s)

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3. Click Export and tick Save to Mendeley –RIS Format. Click Export

4. Once the download is complete, click open with Mendeley

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Springer

1. Type keyword and click search button

2. The results

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3. NEXT, click the Save to Mendeley button in Bookmark Bar. Automatically, web importer
window will appear. Click plus (+) button to the article you want to select and click (x) to
close the web importer window.

4. In Mendeley Desktop, click on the Sync button and wait for updated article.

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SAGE

1. Type keyword and click GO

2. Tick (/) Check Item to select articles

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3. On My Marked Citations (right) , click ADD citations to add in the list

4. If you add 3 references( the list will be updated to 3)

5. Click Save/Print/Email/Download

6. Click Download to Citation Manager

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7. Select Mendeley –RIS Format

8. Once the download is complete, click open with Mendeley

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