FACILITATOR @PHT:

Herman Harianto Che Harun

Reference and Academic Support Division

Perpustakaan Hamdan Tahir, USM Health Campus

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MENDELEY REFERENCE MANAGER

www.pustaka.kk.usm.my

CONTENTS

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Introduction

Create Account & Setup

Mendeley Library & Components

Adding References, Create Collections & Groups

Searching & Organizing References

Reading & Annotating Document

Mendeley Cite

Add Citation & Bibliography

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INTRODUCTION

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INTRODUCTION

Mendeley Reference Manager is a free web and desktop reference management application.

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◆ 2 GB personal storage

◆ 100MB shared space

◆ 25 users for private, invite-only group

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INTRODUCTION … Cont.

With Mendeley Reference Manager you can:

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◆ Store, organize and search all your references from just one library or

Access your papers from anywhere online

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◆ Seamlessly insert references and bibliographies into your Microsoft®

Word documents using Mendeley Cite.

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◆ Collaborate easily with other researchers online by sharing references

and ideas.

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INTRODUCTION … Cont.

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◆ Automatically generate bibliographies

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◆ Read, highlight and annotate PDFs, and keep all your thoughts across

multiple documents in one place.

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◆ Easily import papers from other research software

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MENDELEY LIBRARY

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1. Add new: Add new references to your library
2. All References: Return to your library
3. Smart Collections - Mendeley Reference Manager automatically organizes your references into smart collections.
4. Collections: Keep your references organized in custom collections (known as Folder in MD)
5. Groups: The groups you have created or joined
6. Search: Search your library
7. Filter: To find all references with a particular author or tag
8. Library table: All the references in your selected collection or group
9. Action panel: Select the check box next to a reference in the library table to bring up the action panel
10. Info panel: Select a reference in the library table to view the metadata in the info panel
11. Library: Return to the main library view
12. Notebook: Keep all your thoughts in one place
13. Sync: Mendeley Reference Manager automatically syncs any changes you make to the cloud
14. Profile: Access your online profile page, access support or sign out of your account

NAVIGATE MENDELEY

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MENDELEY COMPONENTS

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A research catalog of multidisciplinary subjects.

WEB

IMPORTER

Mendeley Cite (Word Plug-in)

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Create your library while surfing the web. Import of references from various websites

Writing & citing your research in MS Word made easy via Mendeley

A software that organizes PDFs

DESKTOP

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MENDELEY COMPONENTS

CREATE ACCOUNT AND SETUP

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CREATE ACCOUNTS

Mendeley Account

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• Go to www.Mendeley.com
• Click “Create Account”

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CREATE ACCOUNTS

Please Note:

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• You can create your account using your USM email or personal email i.e Gmail/Hotmail/ Yahoo Mail etc

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CREATE ACCOUNTS

ORGANIZE YOUR MENDELEY

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• You can upload non-PDF files (any files format) into your library, but only PDFs can be opened in MRM. To read/view non-PDFs, you must download the file by clicking on the file name in the right-hand Info panel, then it will be opened in the relevant application.

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Sync: Mendeley web and MRM

(desktop version)

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SYNC

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Your library automatically syncs with its backup in the cloud whenever you add references or make changes, seamlessly keeping everything up to date. You can access it anywhere & read across devices.

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• Mendeley backs up your library online
• Access your articles anywhere

Web version

Desktop version

ACCESS MENDELEY ANYWHERE

ADDING REFERENCES

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ADDING REFERENCES

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* Mendeley Web Importer detects article identifiers on the page you are viewing and automatically retrieves metadata and PDF full texts (where available) for you to add to your library.

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OPTION 1: Mendeley Web

• Go to www.mendeley.com
• Sign In
• Start searching

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MENDELEY WEB

Enter Your Keyword

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• Click “Add to library” to add references
• The status will change to “ View in library”

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MENDELEY WEB … Cont.

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OPTION 2: Add File (s) From Computer

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• Use the 'File(s) from computer’ option in the '+ Add new' menu to select a reference from your computer and add it to your Mendeley library

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ADD NEW BUTTON

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OPTION 3: Drag and drop PDFs from your computer

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Mendeley automatically captures author,

title and publisher information.

File(s)

ADD NEW BUTTON… Cont.

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OPTION 4: Import files from your computer

• Select and add locally stored references.
• Import locally stored RIS, BibTex or EndNote XML files.

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ADD NEW BUTTON… Cont.

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Download bibliographic information in.ris format in various databases/library catalogue (Science Direct)

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• Go to Science Direct page
• Do Searching
• Select the article (s)
• Click “Export”
• Click “Export citation to RIS or BibTex

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ADD NEW BUTTON… Cont.

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Download bibliographic information in.ris format in various databases/library catalogue (KOHA WebOPAC)

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• Do Searching in KOHA OPAC
• Select the record
• Click “Save record”
• Click “RIS or BibTex”

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ADD NEW BUTTON… Cont.

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OPTION 5: Manually create an entry

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Select the 'Add entry manually’ option in the '+ Add New' menu to manually input the details of a reference. Select the appropriate document type and complete the fields to create a library entry.

ADD ENTRY MANUALLY

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You may refer mandatory fields for each type of resources to Add Entry Manually here:

https://sites.google.com/view/pht-research-services/e-guides-e-tutorials

ADD ENTRY MANUALLY … CONT.

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OPTION 6: Import content from the Internet using Mendeley Web Importer

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Install Mendeley Web Importer based on your default browser type.

MENDELEY WEB IMPORTER

• Mendeley Web Importer support the following browsers: Google Chrome/Mozilla Firefox/Microsoft Edge/Safari

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GET FULLTEXT

1. Click DOI

2. Click on the link to go to full text access platform. It depends on institution subscriptions and open access.

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Download the full text temporarily in your local disk, click FILES+ to attach

GET FULLTEXT

CREATE COLLECTIONS

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CREATE COLLECTIONS

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1. Click “New Collection”

2. Type the name of folder

3. You can add references to the folder *

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* Tick in the box 🡪 Click “ Organize” 🡪 Add to collection

CREATE GROUPS

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CREATE GROUPS

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1. Click “New Group”

2. Type the name of group

3. Click 3-dot, Then Click “Manage Group”

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CREATE GROUPS … Cont.

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4. Click “Invite Member”

2. Type Email address and “Send Invites”

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Groups

Share documents and references with small teams. You have to be invited to these groups and they allow you to share PDFs and collaborate using shared annotations.

SEARCHING AND ORGANIZING REFERENCES�

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SEARCH

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SEARCH

FILTERS�

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• You can filter your library by:
• Authors
• Tags – personalize with your own word

FILTERS

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FILTERS … Cont.

Type Your text Label

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FILTERS … Cont.

List of tags

READ AND ANNOTATE

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Capture your thoughts on the PDFs you're reading. Quickly and easily add highlights and annotations to PDFs using Mendeley's annotation tools:

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A. Annotate PDFs

Record your thoughts as you read PDFs by creating a sticky note.

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B. Highlight text

Highlight key pieces of text so you can find them later. Differentiate your highlights with different colors.

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C. Work on multiple PDFs

Have multiple PDFs open at once and easily switch between them thanks to Mendeley's multi-tab format.

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READ AND ANNOTATE

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1. Text select tool - Use this tool to select text within your document. You can use this to copy and paste relevant passages or to apply highlighting
2. Highlight tool - Use this tool to apply highlighting to text within the document.
3. Sticky Note tool - Use this tool to create sticky notes at specific locations within the document.
4. Color selection - Mendeley Reference Manager supports highlighting in a number of different colors. Use this menu to select the active color. Notes and highlights that you create will use this color.
5. Fit to width or height - Use these buttons to fit the PDF to the available width or height.
6. Zoom - Use these buttons to zoom into and out of the PDF.
7. Search: Search your library
8. Info - Use this button to open the Info panel. For more details about the tabs in the Info panel see the ‘Annotations’ tab and Mendeley Notebook sections below.

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READ AND ANNOTATE … Cont.

NOTEBOOK

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Collect all the highlights and comments you make across multiple PDFs. You can keep your thoughts in one place using your Mendeley Notebook:

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A. Have all your highlights in one place

Add any highlighted text from a PDF to your Notebook in just one click.

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B. Work across papers

Keep the same Notebook page in view while switching between PDFs.

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C. Create multiple Notebook pages

Make as many Notebook pages as you need - the Notebook page you have open will stay open as you view different PDFs.

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NOTEBOOK

DUPLICATES

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How to remove duplicates

• Currently there is not yet a feature to easily remove duplicates in Mendeley Reference Manager.
• If you suspect there are duplicates in your library, locate them manually.
• Search by author or title, confirm duplicates, and delete one copy.

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MENDELEY CITE

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MENDELEY CITE

◆ Mendeley Cite add-in for Microsoft® Word allows you to easily insert references from your Mendeley library into your Word document, change your citation style and generate a bibliography – all without leaving your document.

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◆ You can use Mendeley Cite to:

• Search for references in your Mendeley library and insert them into the document you’re working on.
• Select and insert individual or multiple references at once.
• Create a bibliography of all the references you’ve cited.
• Change to any of your preferred citation styles in just a few clicks.
• Cite without having Mendeley Reference Manager open or even installed – once you sign in to Mendeley Cite, your Mendeley library is downloaded from the cloud.
• Keep sight of your Word document at all times – Mendeley Cite opens as a separate panel in Word alongside your document window, not over it.

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MENDELEY CITE … Cont.

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MENDELEY CITE … Cont.

• Compatible with MS Word 365 or 2019 onwards. 
• Once you’ve installed Mendeley Cite the add-in can be accessed via the ‘References’ tab on the Ribbon in Word.

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INSTALLATION

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INSTALLATION

• Google “ Mendeley Cite”
• Klik “Get Mendeley Cite”
• Klik “Get it Now”/Follow steps
• Install – Sign in using USM email/fill up some info/Follow steps

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Install Citation Plug-In

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Plug-in will appear end off the REFERENCE ribbon

INSTALLATION … Cont.

INSERT CITATIONS

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a. Intext Citations

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1. Position the cursor where you want to insert citation
2. Click on “Mendeley Cite” button to get Mendeley Cite Pane. First time use Mendeley Cite pane, it will ask you to sign-in.
3. Tick (/) in the box to insert

INSERT CITATIONS

b. Add Multiple Citations in-text

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1. Put the cursor on citation to edit
2. Click on the “+Add reference” button in Mendeley Cite Pane
3. Search or browse the reference then tick (/) in the box to insert 🡪 Click “Save Changes”
4. The new references will be added and merged in one bracket

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INSERT CITATIONS … Cont.

c. Narrative Citation(Suppress Author)

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1. Put the cursor on citation to edit
2. Click on the reference in Mendeley Cite Pane
3. Tick (/) ‘Suppress Author’ 🡪 Click “Save Changes”
4. In-text only year remain in bracket as a citation, the full citation will be appear in the bibliography list.

INSERT CITATIONS … Cont.

d. Edit Citation in-text (Prefix)

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1. Insert citation
2. Click on citation in Mendeley Cite Pane
3. Insert in ‘Prefix’ column the word to appear e.g cited in 🡪 click ‘Save changes’
4. The citation will be added with the prefix word

Example:

INSERT CITATIONS … Cont.

e. Edit Citation in-text (Suffix)

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1. Insert citation
2. Click on citation (blue button) in Mendeley Cite Pane
3. If the citation need to mention page, you may choose page and insert the number in the value box
4. Insert in ‘Suffix’ column ‘comma , ‘ 🡪 click ‘Save changes’
5. The citation will be updated accordingly

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Example:

Example:

INSERT CITATIONS … Cont.

f. Remove Citation in-Text

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1. Put the cursor on citation to remove
2. Click on “X” to remove citation 🡪 Click “Save Changes”
3. The citation updated

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INSERT CITATIONS … Cont.

g. Refresh and Update Citation in Document

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If you made any editing of references in your Mendeley Library, to refresh and update citations in your document:

More 🡪 click ‘Update From Library’

INSERT CITATIONS … Cont.

h. Convert to plain text (without Mendeley fields)

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1. Save and name your original file (with Mendeley field link)
2. Select all content in the document
3. Right click 🡪 Choose ‘Remove Content Control’
4. Save as a new document and name the file

*Do correction in the original file which is linked to Mendeley Reference Manager

INSERT CITATIONS … Cont.

INSERT BIBLIOGRAPHY

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INSERT BIBLIOGRAPHY

Shorten corporate name for the second citation

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Mention the organization in the parenthetical citation the first time you cite the source and then use only the abbreviation in later citations.

First citation: According to the World Health Organization [WHO] (2008) ...

Second citation: ........ (WHO, 2008).

EXAMPLE:

According to the World Health Organization [WHO] (2022) Clinicians should report suspected cases immediately to local and national public health authorities.

If monkeypox is suspected, case investigation should consist of clinical examination of the patient while using appropriate personal protective equipment (PPE), questioning the patient about possible sources of infection, and safe collection and dispatch of specimens for monkeypox virus laboratory examination (World Health Organization, 2022) 🡪 (WHO, 2022)

1. Insert citation
2. Click on citation (blue button) in Mendeley Cite Pane
3. In the ‘Prefix’ box insert the shorten of corporate/institution/association/group name, put ‘comma ,’ then space
4. Tick (/) in the ‘Suppress author’ 🡪 click ‘Save changes’
5. The citation will be updated accordingly

INSERT BIBLIOGRAPHY … Cont.

INSERT CITATION STYLE

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Citation Style in Mendeley Cite

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Choose your preferred citation style

• Choose your preferred citation style by selecting from 1000s of different citation styles.
• Search and select your preferred style to automatically update your references and bibliography.
• Refresh references to update them with any changes made to your library.

INSERT CITATION STYLE

Harvard-USM Citation Style

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Thank You

Contact us:

Herman Harianto Che Harun (herman@usm.my | 09-767 1478)

www.pustaka.kk.usm.my