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Getting started with Mendeley 2022 (1)

This document provides a comprehensive guide on getting started with Mendeley, including account creation, installation of the Reference Manager desktop, and importing references through various methods. It also covers integration with MS Word and LaTeX for citation management. The document outlines the functionalities of both the web and desktop versions, ensuring users can effectively manage their references and bibliographies.

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3 views

Getting started with Mendeley 2022 (1)

This document provides a comprehensive guide on getting started with Mendeley, including account creation, installation of the Reference Manager desktop, and importing references through various methods. It also covers integration with MS Word and LaTeX for citation management. The document outlines the functionalities of both the web and desktop versions, ensuring users can effectively manage their references and bibliographies.

Uploaded by

franksbackup123
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
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Getting started with Mendeley

Table of Contents
Create an account and Install Mendeley Reference Manager desktop. ....................................................... 2
Mendeley Web and Mendeley Reference Manager desktop........................................................................ 2
Different ways to import references ............................................................................................................. 3
1. Drag and drop................................................................................................................................... 3
2. Add file from your computer or add entry manually ........................................................................... 3
3. Use Web Importer ............................................................................................................................ 4
4. Export from database ....................................................................................................................... 4
How to install the Web Importer................................................................................................................... 5
Mendeley and Word (Mendeley cite) ........................................................................................................... 5
Mendeley and LaTeX .................................................................................................................................. 6
Create an account and Install Mendeley Reference Manager desktop
Go to https://www.mendeley.com and click on “Create account”

Fig1: Create account

Download Mendeley Reference Manager desktop at https://www.mendeley.com/download-reference-


manager

Mendeley Web version and Mendeley Reference Manager desktop


There are two versions of Mendeley: Mendeley Reference Manager desktop (online and offline) and web
version. They are identical in look and functionality. Your library is automatically synced between the two
versions. Mendeley Reference Manager desktop can make your library available for use offline. Hover your
cursor over the sync. icon to see the last synchronization or select the icon to perform a manual
synchronization (when working offline) (see Fig2).

Fig2: Sync
Different ways to import references

Fig3: Ways to import

1. Drag and drop PDFs from your computer into your Mendeley library to add the references.
Mendeley will automatically extract the details (=metadata) from the PDF.

2. Add file from your computer or add entry manually Use the “+Add new” function to select a
reference from your computer and add it to your Mendeley library. You can always add the details
of a reference manually. Use option “+Add new” - “Add entry manually”. You can use a DOI (Digital
Object Identifier) to look up details of a reference. This is basically a permanent internet address of
a publication, provided by a publisher, where you can find all the citation details of a published
material. You can use this information to complete the metadata form of those references you enter
manually (see Fig4)

Fig4: Add file from computer or manually


3. Use Web Importer. See section “How to install Web Importer”. Fig7. Search in a database and
click on the Web Importer

Fig5: Using Web importer

4. Export from database. Export to RIS file via cite or export button in a database. See Fig6. In some
databases, there is a Mendeley button to export automatically (e.g., Scopus). You can also import a
BibTeX or RIS file by using Drag and Drop (see method 1) or Add file (see method 2).

Search in a database and click on cite. Save as


RIS and add this file in Mendeley

Fig6: Export from database.


How to install the Web Importer
The Web Importer is a bookmark / extension on favorite toolbar of your internet browser that you can use
to import documents from any website where details of a document are mentioned. You can install the Web
Importer from https://www.mendeley.com/reference-management/web-importer or in Mendeley Reference
Manager desktop, option Tools. See Fig7. See also Fig5: “Use Web Importer” to learn how to use it.

Fig7: Install Web Importer.

Mendeley and Word (Mendeley cite)

While writing your Bachelor Final report in MS Word, you can install “Mendeley cite” to be able to “Cite
while you write”. Go to Tools – Install Mendeley cite for MS Word (Fig8). Mendeley Cite functionality will
appear to “References” tab of your MS Word window. See Fig9.

Fig8: Install Mendeley cite for Microsoft Word


To enter In-text Citation, go to “References” tab and click on Mendeley cite Fig9. You will then get a
connection with your Mendeley library where you can access all documents. Choose the reference you
want to enter.
To create a reference list, please place the mouse pointer on the section you want to put the list of your
references, click button “More”, “insert bibliography”, also found in Mendeley cite, Fig10.

Fig9: Mendeley cite

Fig10: Insert bibliography (create reference list)

Mendeley and LaTeX


If you prefer to use LaTeX or Overleaf you need to fill the field “citation key”. Click on the reference in your
Mendeley library, the detail pane on the right side of the screen shows the fields (=metadata). Click on the
field “citation key” to fill this field. Fig11

Fig11: Citation key


To export the BibTeX from Mendeley library, select the reference and choose Export - BibTeX (*.bib).
Fig12

Fig12: Export function

Using BibTeX in LaTeX/Overleaf

- Determine \documentclass {…} and \usepackage{…}, if necessary.


- Enter in-text citation: ~\cite{citation key}
- Bibliography: \bibliographystyle{style} and \bibliography{ bibTeX filename}

Fig12: Example in Overleaf


You can also link your Overleaf account to your Mendeley, import references from your Mendeley library
into Overleaf and keep those references synched. See for more information:
https://www.overleaf.com/learn/how-to/How_to_link_your_Overleaf_account_to_Mendeley_and_Zotero

More information about Using Mendeley and BibTeX see libguides Overleaf
https://overleaf.libguides.com/c.php?g=711515&p=5224678

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