Transcript Use Watch folders to automatically add PDFs to Mendeley Desktop. When you place a document in a watched folder, it will be automatically added.

Use Watch folders to automatically
add PDFs to Mendeley Desktop.
When you place a document in a
watched folder, it will be
automatically added to Mendeley.
Web Importer lets you import
references and documents from a
wide range of academic databases
with a single click.
In addition to this it lets you save a
snapshot of any webpage you are
viewing.
To install it, click Tools – Install Web
Importer.
Then follow the succeeding
instructions.
The Web Importer can import
documents from different sites
including PubMed.
In this example, we will use the
Web Importer to import documents
from PubMed.
We will do a search in PubMed,
then go to Favorites (IE) or
Bookmarks (Firefox & Chrome) and
click Save to Mendeley.
Click the “+” icon to choose
individual articles or click Save all
to save the entire list and the pdf (if
available) to your Mendeley Library.
The green check marks
indicates that the
references are saved in
your Mendeley Library.
To view it, click View in
Mendeley Desktop.
Exercise 6
1.
2.
3.
4.
5.
Install the Web Importer in your Mendeley Desktop by
clicking Tools – Install Web Importer and then follow the
succeeding instructions.
Go to PubMed and type: tobacco control 2012 in the
search box.
Click Favorites (IE) or Bookmarks (Firefox & Chrome)
and click Save to Mendeley.
Import the first 3 articles.
Click Sync to display the exported articles to your
Mendeley Desktop.
You can also search references
within the Mendeley website.
In Mendeley Web click the Papers
tab and perform a search.
Within the search results, just click
either Save PDF to library or Save
reference to library.
If you want to have access to your
PDFs from anywhere, activate the
file synchronization feature. By
enabling this feature you are able
to access your PDF files in your
Mendeley Web library.
Note: Always use the Sync in
Mendeley Desktop everytime you
use the Mendeley Web to add
references to your library.
Managing your documents and references
• Check duplicates and merge duplicate
author names, tags, or publications
• Documents can be marked read/unread
• Search as you type
• Annotate PDFs
• File Organizer
Occasionally when you are importing
references into Mendeley, they can become
duplicated. This often happens when
importing from completely different sources,
such as a paper using the web importer
bookmarklet, and then dragging a PDF of that
same reference into Mendeley.
You can find duplicates by selecting the Tools
menu, and clicking the Check for Duplicates
option.
Sets of duplicates will then be shown. Select a
set and review the metadata in the right hand
details pane. Any field which has a tick to the
left of it has no conflicts while un-checked
fields means 2 or more duplicates in the set
have conflicting data.
Click the Confirm Merge button to merge the
set.
Read
Documents can be marked read/unread.
When you add documents to Mendeley, they
are marked unread by a small green dot. If
you open them within the Mendeley PDF
viewer they will be marked read. Or simply
click on the green dot to toggle read/unread.
Unread
Favorites
You can mark your favorite documents (or
documents you keep want to track of) with the
star icon. Simply click to star, and click again
to un-star. All favorite documents will appear
in the Favorites Folder, so you can refer back
to them with one click.
All favorite documents will appear in the
Favorites Folder, so you can refer back to
them with one click.
Search as you type.
Smart search in documents highlights the
search term as you type, so you can find what
you're looking for quickly. Just type into the
search bar and watch Mendeley find matching
terms in the document.
Annotate PDFs.
You can add highlights and notes to
documents within Mendeley Desktop.
Open a PDF in Mendeley's PDF viewer by
clicking on the pdf icon.
Add highlights and notes by clicking on the
Highlight Text or Add Note buttons on the
menu.
Exercise 7
1. In your Mendeley Desktop, open the pdf of the
article: The scientific foundation for tobacco
harm reduction, 2006-2011.
2. Highlight the title of the article.
3. Add a Note in the article.
Mendeley's File
Organizer can
automatically rename
your PDFs and file
them in a clear folder
structure, making it
easier to find your files
outside of Mendeley.
You can find it here:
Tools - Options - File
Organizer tab
1
2
3
Citing references
• Word and OpenOffice plug-in
• How to cite references
• How to insert bibliography
To be able to cite a document,
generate a bibliography, or manually
edit any entry, you should install the
Word and OpenOffice plug-in first.
Go to Tools – Install MS Word Plugin.
The Mendeley Word & OpenOffice plug-ins integrate
Mendeley into these word processors. Once installed
you will have tool bar buttons that will allow you to cite a
document, generate a bibliography, or manually edit any
entry, saving you time and effort when you write.
The default citation style is the American Psychological
Association 6th Edition. You can select other citation style
in the drop down menu in your word processor.
This screenshot was taken using Word 2003.
This screenshot was taken using Word 2010.
Mendeley tool bar is located under the References tab.
To insert citation, put the cursor where you
want the citation inserted and then press
Alt+M or click the Insert Citation button.
Lastly, click Go To Mendeley button.
Select the citation, then click Cite.
Or you could just type keywords (i.e.,
author, title or year) in the search box
instead of clicking Go to Mendeley after
clicking Insert Citation.
Then, click the corresponding article to
insert the citation.
The citation has been inserted. Continue
adding all the citations in your paper.
To insert the bibliography, put the cursor
where you want the bibliography inserted.
Then click Insert Bibliography and all the
cited references will be added to your
paper.
Exercise 8
1.
Install the MS Word Plugin in your Mendeley Desktop by
clicking Tools – Install MS Word Plugin. Once installed
you will have a Mendeley tool bar.
2.
Open an article (or a sample article) in MS Word and
insert citation to it.
Add 3-5 citations to the article.
Insert the bibliography at the end of the article.
3.
4.
Sharing Documents and References
(cont.)
• How to create a group
• Adding members and documents
• Using groups
Groups are a simple way for you to
collaborate with your colleagues and
share a collection of documents. Any
member of a group may upload
documents to it. You can create a group
by clicking on Create Group in the left
hand pane.
Once you have clicked Create Group, a
dialog asking you to enter details of your
group will appear.
Sharing Documents and References
(cont.)
Three types of groups:
• Private – Share references and full-text files.
Only group members can see the group,
good for sharing in private.
• Invite-only – Share references only. Public
can follow the group only, good for sharing
references or reading lists.
• Open – Share references only. Public can
become a member or follow the group, good
for crowd sourcing reading lists.
In this example, we will create a private
group named Diabetes with group
description - Diabetes references and click
Create Group.
Then, we will invite people by supplying
their email address. This step can also be
skipped and done in another time.
A custom message is optional. Then click
Send Invites.
You will be brought to this page which
confirms that the Invites were sent and
that the group was created.
Click Continue to group.
You can view the documents of a group by
Once
you have tab.
created your group, you can add
going to the
Documents
members and documents to it.
To Add Documents, go to the group and click
To Invite Members
the group, go to the Members
on Add documents
in the toptobar.
tab. you can simply drag and drop
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people to join you on Mendeley by clicking on Invite.
The Overview tab shows a summary
of what has happened in your Group.
You can see updates on who has
joined, who said what, and which
papers have been added by whom.
You can also post status updates by
entering your update into the box at
the top of the overview section.
This is the end of Module 5.2
References
• Getting started with Mendeley. Available at:
http://www.mendeley.com/gettingstarted/
• Zotero Reference Management
Software. Available at:
http://www.who.int/entity/hinari/training/
Module_5_2_Zotero_Reference_Mana
gement_Software_2011_08.ppt
This module was developed by:
Mark Gil Bendo, MLIS
Assistant/Library
World Health Organization
Regional Office for the Western Pacific
Updated 201311