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Mendeley

Working with a professional reference manager

This session will be recorded

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Mendeley

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Who am I?

Computer science (process mining)

Information science (process modeling)

Business informatics (process of process modeling)

Problem solving (why do people make mistakes)

Cognitive psychology (cognitive load theory)

Teacher/coach

Researcher

Programmer

Volunteer

Entrepreneur

And much more

😉

Generalist

and specialist

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Mendeley

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Mendeley

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Who are you?

Which department?

Which role (student, PhD student, teaching assistant, postdoc, …)?

Experience with paper writing/reference management?

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Mendeley

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Topics

CONFIGURE

INSTALL

ADD PAPERS

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Mendeley

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Reference software

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Mendeley

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Install via www.mendeley.com

Tip

The new software is not complete yet

Tip

Download old: www.mendeley.com/�autoupdates/�installers/1.19.8

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Mendeley

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Configure

Configure in Document Details which fields to show/hide for each type of document

e.g. ArXiv ID, Citation Key, Language

Not available �in new software

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Mendeley

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Configure

Configure Watched Folders!

Any pdf you save in these folders, will be automatically indexed by Mendeley
It will extract title and authors from the pdf
It will search Google Scholar for more information
You can still change the record afterwards

Tip

Configure Watched Folders

Not available �in new software

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Mendeley

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Tip

Use a folder per paper, verify details before submission

Tip

Papers can be in multiple folders at the same time

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Mendeley

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Tip

Drag an author name on top of another in this list to merge them

Not available �in new software

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Mendeley

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Click to mark favorite

Click to mark (un)read

Click column headers to sort (works also on the first 3 columns)

Not available �in new software

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Add papers

Option 1. Store pdf in ”watched folder”
Option 2. Add manually

Mendeley will usually already search for more info in Google Scholar

You can verify and mark �“Details are Correct”
You can also restart the “Search”, �for instance after changing some fields

Not available �in new software

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Mendeley

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Tip

Postpone verification of details until you use the entry in a citation

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Mendeley

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Add notes – Highlight text

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Synchronization

Every change (including notes and highlights) is synchronized to you web profile ..

.. and to any device using the same account

Tip

Access web interface on any other device

Tip

Continue working on the road (train/plane/lobby)

Tip

Install Mendeley app on your mobile devices

Currently not available

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Topics

COLLABORATE

CITE

TIPS – Q&A

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Mendeley

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MS Word plug-in

Install the MS Word plugin

A section is added to the References ribbon in MS Word

Different�in new software

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Mendeley

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MS Word plug-in

Insert/edit a citation in your main text

Insert the bibliography at the end of your text

Merge two adjacent citations into one combined citation

Change the style according to the journal’s requirements

Different�in new software

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Mendeley

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Collaborate

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Collaborate

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Collaborate

The group acts like a folder that is synced to all group members

Drag records in the group to share with the group members

Files are synced between all group members
Record changes made by one group member are synced
Highlights and notes are also synced, �each member gets a dedicated color

However:

In the free version you can create only one group per account
You can be member of many groups though, just not the owner

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Mendeley

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Collaborate

For more information visit

https://www.mendeley.com/guides/private-groups

Tip

Use MS Word �for reviewing, �not Mendeley

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Mendeley

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What about LaTeX?

Configure BibTeX synchronization

For more information visit:

https://blog.mendeley.com/2011/10/25/�howto-use-mendeley-to-create-citations-using-latex-and-bibtex/

No config yet in new software

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Mendeley

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Check for duplicates..

Not available�in new software

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Mendeley

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.. or manually merge two documents

Not available�in new software

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Mendeley

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.. or manually merge two documents

Not available�in new software

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Mendeley

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Add/customize citation styles

Not available�in new software

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Mendeley

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Add/customize citation styles

Right click

Not available�in new software

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Mendeley

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Add/customize citation styles

Not available�in new software

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Mendeley

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What are your suggestions?

Notes

…………………………………………………………………

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Mendeley

Thank you!

More information at www.janclaes.info

i l n x & i

Find me on

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Mendeley