Instructions

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Thank you for downloading this slide deck from https://www.mendeley.com/advisor-community
Please feel free to make this presentation your own - go ahead and customize it! Add or remove
slides or notes – or translate it to your local language. Be sure to add your contact information to the
first slide so attendees can contact you after the presentation. 

The features shown in the slides can be demonstrated by you on your own computer with your own
library.
The “notes” section on each slide provides instruction details about the functions shown.

When you organize your next training event or workshop, let us know - register it on the
Advisor’s event platform. You can also request Mendeley giveaways for your participants.

Stay connected and get the latest Mendeley news by visiting the Mendeley Blog.

If you require any of the images included in these slides, or have any questions about the materials,
email us: community@mendeley.com.

Thank you for being part of the Advisor community and sharing good reference management skills!
What’s new in this version (7) of the presentation?
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This is the new Mendeley Basic Training presentation. It’s based entirely on the new Mendeley Reference Manager and Mendeley Cite
applications. The previous training presentation was based on Mendeley Desktop and the Citation plug-in. While these earlier applications are still
available for download, they are no longer being developed, and users will want to transition to using the new applications over the course of the
next year to take advantage of the ongoing development. There will be ample time to transition: we will provide regular communication about when
Mendeley Desktop and the citation plug-in will no longer be supported.

Please review the Notes carefully in advance of your next training session and let us know if you have any specific questions by emailing
community@mendeley.com.

Specific changes to this version:

 All the images are from the new Mendeley Reference Manager, Mendeley Cite and Mendeley Web Importer, as well as
Mendeley.com (the website).
 Likewise, the Mendeley logo, colors and other visual branding in this presentation are current. The dark red Mendeley logo
is from before 2018. Please contact us if you need image files for your promotion purposes.
 The presenter’s notes on each slide provide basic instruction on the current features. For detailed instruction, please refer to
the online Help Guides.
 This presentation covers the same key functions as previously, such as organizing a library, reading and annotating, citation
while writing and other features. However, some features have changed in the new applications, so a different way of working is
described. Some key examples:
- The section on Collaboration presents Groups in the new private-only format and discusses the new real-time
collaboration features.
- Searching for literature in the Mendeley Catalogue is no longer accessed through the desktop app.
- Removed references to Mendeley Profiles, Funding, Public Groups/Feed and social networking aspects that were
discontinued in 2020. You can read about that here.
- Also removed mentions of the retired Mobile app. Read about that here. Users can access their library through the web
version of Mendeley.
- Mendeley Careers and Mendeley Data have their own presentations on the Advisor Resource Page. 
- Introduces how to provide feedback to the software development team and find user support.
Introduction
to Mendeley

October 2021
What is Mendeley?
Mendeley is free reference management software to support researchers. It
can help you:

Organize
Build and organize your reference library

Read and Annotate

See all your insights in one place

Cite
Seamlessly cite references as you write,
and create bibliographies

Collaborate
Share references and insights with a team
and annotate together in real time.
Available for macOS, Windows, Linux and all major browsers
Getting started Go to Mendeley.com
Installing the desktop app
Download and install for Windows, MacOS or Linux: mendeley.com/download-reference-manager

Or access the web version: mendeley.com/reference-manager/library

Install Mendeley Web Importer in your browser
(choose 1 of the 3 options below)

1. From mendeley.com/reference-management/web-importer
3. From the Extension store for your
browser (Chrome, Firefox, Safari, or Edge)

2. From the 'Tools' menu in Mendeley Reference

Manager (desktop app)
Organize:
Building and organizing your
reference library
Sign in to Mendeley
Mendeley Reference Manager
Organize:
Building a library
Mendeley Reference Manager
Access your library anywhere, from any browser
Always up to date with automatic sync
Adding references from your computer
Adding references from your computer

Select a file or files to

add from your computer

Add a reference by
manually entering details

Import from another

reference
manager, or BibTeX
Adding references from internet resources: Mendeley Web Importer
Browse to any index or Select the Mendeley Web Importer icon. It
publication web site identifies references you can import to your library
Adding references using Mendeley Web Importer

Select a collection to add When you select “View PDF”, the article opens
to if you wish in a new tab in your browser 

Select a reference if you

want to edit the
metadata before
importing
You can also
select +Add to
Mendeley here
to import both
the reference
and PDF to
your library

Select View PDF to

import the article along
with the reference
Exporting references
Organize:
Managing your library
Smart collections
Use column headings
to sort your references

All references in your

personal library

References added
in the last 30 days

References opened
in the last 30 days

All references you’ve

listed as ‘Favorites’

Publications you have

authored and claimed
through the Scopus
Author Profile

All references you

have deleted

Shows references Star items to mark References with

as read or unread them as ‘Favorites' attached PDFs can
be opened in the
Reader
Custom collections

Your custom collections

Create a new custom collection

Metadata

In the info panel,

the metadata fields
are automatically
populated. You can
edit these if needed
or add missing
details

You can create tags

to easily organize
and track specific
themes across all
your research

Info panel
Metadata

Common reference
codes will appear under
Identifiers. You can also
update the metadata by
searching on certain
identifiers such as DOI
and PMID

Allow this reference to

be added to the
Mendeley Web
Catalog so others can
find this research

Info panel
Using the action panel

Add references to
collections or groups

Action panel
Searching your library
Enter your search term in
the search field

Use filtering to further

refine your search

The main view will

change accordingly

Select a specific collection

(or group) to search within it

Mendeley’s search tool will return

results based on the reference title,
author, year, source, or keyword 
Read and Annotate:
Highlighting documents
and using the Notebook
Reading documents
Highlighting and annotating

Add comments with ‘sticky

notes’ to remark on specific
content

Highlight text to draw

attention to specific passages
Mendeley Notebook

See all your Notebook pages

Create as many Notebook

pages as you need

Add a Notebook title

Type into the body of a

Notebook page

Click on the
highlight to add
the excerpt to a
Notebook All highlights added to the
Notebook page will
appear. Navigate back to
the source of any highlight
by selecting it
Cite seamlessly:
®
Using Mendeley Cite add-in for Microsoft Word
Installing Mendeley Cite
(choose 1)

1. From mendeley.com/reference-management/mendeley-cite

3. From the
'Insert' menu in
Microsoft® Word

4. From the
'Insert' menu in
Microsoft Word
for iPad®
2. From the 'Tools' menu in
Mendeley Reference Manager
(desktop app)
Using Mendeley Cite: generating in-text citations in Word

Search within a collection

(Sandstrom et al, 2014)

Inserting your bibliography
Finding a citation style
Collaborate:
Sharing references and
annotating in groups
Private Groups

See the groups you created or

joined
Add references to a group by
dragging and dropping
Private Groups

Share PDFs with members

of your private group

When shared documents are

open, [Shared] appears in the
title tab

Share highlights and

annotations with members
of your private group – in
real time
Private Groups
Access group invitations in
Preferences

Manage members and

check the status of your
invitations
Resources:
Discovering research
Support and Feedback
Discover research
Mendeley Search Mendeley Suggest
Search the Web Catalog
Discover and quickly access research at Mendeley.com

Use +Add to library to

quickly add a reference to
your library

Select the article’s title to

see the detail panel

Select View PDF to go

straight to the full-text
article
Get statistics

Use keywords to
explore similar Discover statistics about an
research article to assess if it’s relevant to
you or to inform your own
research direction
Get reading recommendations

Mendeley suggests
personalized reading
recommendations for articles
that you might find
interesting, based on articles
you have read in your library

Opt-in to activate this email

via your account settings in
Mendeley
Mendeley Help guides

mendeley.com/guides
Mendeley Support Center

Look here for the latest

Release Notes, or search a
topic to see if an answer is
already available

Individual support is
available through links at the
bottom of every support
page. Open a live chat,
send an email or reach out
through social media

https://service.elsevier.com/app/home/supporthub/mendeley/
Help us improve Mendeley!
Thank you!

version 7.0 (03/11/2021)