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Master Mendeley for Research Success

This document provides a lesson plan for teaching researchers how to use Mendeley reference manager software. The key lessons are how to install and use Mendeley Desktop/mobile apps to build personal libraries, import references from databases, and use the MS Word plugin to automatically cite sources and generate bibliographies. The intended audience includes postdocs, graduate students, undergraduates, faculty and staff from various disciplines who publish or want to publish research. The lesson involves demonstrations of searching literature in Mendeley and importing references, then having participants install Mendeley on their own devices and practice populating libraries and citing references in Word documents.

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Kiplagat Chelelgo
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51 views2 pages

Master Mendeley for Research Success

This document provides a lesson plan for teaching researchers how to use Mendeley reference manager software. The key lessons are how to install and use Mendeley Desktop/mobile apps to build personal libraries, import references from databases, and use the MS Word plugin to automatically cite sources and generate bibliographies. The intended audience includes postdocs, graduate students, undergraduates, faculty and staff from various disciplines who publish or want to publish research. The lesson involves demonstrations of searching literature in Mendeley and importing references, then having participants install Mendeley on their own devices and practice populating libraries and citing references in Word documents.

Uploaded by

Kiplagat Chelelgo
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Mendeley brings your research to life, so you can make an impact on tomorrow. www.mendeley.

com

Lesson plan - Mendeley Desktop


Key learnings:
Learners will understand the core functions of Mendeley Reference Manager and the role it plays
as a productivity tool in the publication process

Key result:
Learners will install Mendeley, MS Word Plugin, and the Web Importer and leave the workshop
with their own libraries built

Supporting guides: https://www.mendeley.com/guides

What is Mendeley and why should you use it?


Mendeley is a free cross-platform reference manager, as well as a data repository, career database,
and social network that supports millions of researchers across all stages of the research workflow.

Why does it matter? The number of scientific research articles published doubles every ~9 years. Navigating
this landscape for relevant insights demands specialized toolsets to extract signal from noise. Much of
research career success comes down to day-to-day organization & productivity - factors that are totally within
your control! In this session, we’ll learn how Mendeley can make you a powerful, productive researcher.

{Advisor: Poll the audience: How many are Post-docs? Graduate students? Undergraduates?
Faculty? Staff members? }

{What disciplines?}

{How many of them have published research articles, or would like to within the near future?}

{ How do they organize their references & notes, currently?}

Performance task: Learners create own accounts & install Mendeley Desktop (or the Android/iOS
versions, if they don’t have a laptop)

{Advisor walks around and helps participants, or demonstrates with screen share (if virtual),
how to install Mendeley: Installation Guides}

Mendeley Desktop

{Advisor: Select a database that your audience might use (e.g. Scopus, ScienceDirect, Knovel,Reaxys,
Engineering Village. Demo a literature search on www.mendeley.com/search & demo how to
import references to Mendeley.
This portion can be interactive – e.g. ask an audience member for a suggested search term}
Mendeley brings your research to life, so you can make an impact on tomorrow. www.mendeley.com

There are several ways to import references to Mendeley.

1. Download & import a PDF (in many cases, PDFs contain metadata that Mendeley can read into your Library)
2. Export metadata from database
3. Mendeley Web Importer plug-in: This will pull down the record, and even the full-text if a copy is available.
4. DOI Lookup (e.g. from search next to DoI or library or Add Entry Manually)
5. Watch Folder: Auto-add PDF documents from a selected folder on your machine

Performance Task: Learners begin populating their own libraries with references
relevant to their research
Advisor: walk around to answer questions as needed

MS Word Plug-in (Citing In-Text)

{Advisor: Poll audience if any of them have manually formatted references in the past}
{Show learners where the option to install the Word plug-in is}
{Show learners how to use the Word plug-in within a document}

Performance Task: Have your participants install the MS Word Plug-in & open a new Word document.
Have participants insert a reference and formatted bibliography

{Advisor: Walk around the room and observe participants, or periodically ask the group how they're doing (if
virtual), and answer questions / guide as needed}

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