Mastering Mendeley: A Comprehensive Guide for Researchers on Reference Management
Learn how to efficiently use Mendeley for managing references, citing papers, and organizing research. Save time and streamline your research process.
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New Mendeley Reference Manager for Desktop 2024 Beginners Guide Research Publications
Added on 09/08/2024
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Speaker 1: Hello everyone, welcome to eSupport4Research. As a researcher, you are looking to use a reference management software. So, Mendeley is one of the best, you know, platform or a tool or I can say software which will help you to do, manage the paper that you have downloaded or you can have a library. Then you can cite them in your paper and you can manage the references. So, it will help you to save the time that you are spending in rearranging the references and in a quicker manner you can write your paper. So, without wasting much of time, let us start how you can do that. I will take you to my desktop and so that you can able to understand in a real-time manner or in live video how you can able to install and you can, you know, perform different. activities using Mendeley. So, when you type Mendeley or you are looking for this site, Mendeley.com, M-E-N-D-E-L-E-Y.com, you can get it in the Google platform also. I will keep it in the description. So, this is the home page of it. So, first thing as a researcher. If you do not have an account in Elsevier, I would recommend to have it because there are different platforms that are connected with Elsevier platform. So, as Mendeley here. So, if you do not have nothing to worry, you can create over here. Just create a free account. You can see over here, even with the sign in, it will take you to that page. So, let me show you. So, because I have already an account, you can see with that I will be signing in. So, before signing in, we will be seeing the different features. That are available with Mendeley. So, first thing, you have to have an account here. You can create it at, you can able to create the same with the Elsevier platform, in the Scopus platform. Even you can create it over here. So, all will be interlinked. So, now, once I clicked on the solution, you can see here, the Mendeley reference manager. This is the desktop version that we are talking about that also. So, you can click on the download page. It will take you to the download section. Even you can click. Over here also, in the download page. So, you have to select, because I am using Microsoft or Windows. You know, Windows or you can, if you want to have for your Mac and for Linux also, this version are available. So, for Windows, I will be downloading over here. So, you see, I have already downloaded version of it. So, I am not doing it, because I can take it from that folder. So, once you have downloaded this. Then you can install it. So, how you can install it? That is very simple. You have to, you know, double click on that and it will take you. Anyone who uses this system, for all system or only for me, you can click. You can select anyone and you can install it. So, now, I have my, you know, a desktop version. I will take you to that later on. Before that, in the solution, you see what else we have here. Another thing that we have here is site. This get Mendeley site from Microsoft App Store. Because you, once you have your desktop version and you are writing something in the word file, like the paper that you are drafting. And you want to cite the article that are with you and the referencing that you want to do or the bibliography. So, for that, this particular, you know, app is required. So, you have to click on get it. So, it will, it is taking you to the Microsoft 365 to complete this process. And now, you see, if I click on this, it is now activated. If you click on the references, accept condition. Now, it is shown over here. I think you can able to see the logo of Mendeley. So, this also will be exploring later on. So, this is one thing. What else we need to do? First, we have to explore the solution that what I was talking about. What are the different solution that we can get from Mendeley. Another thing from this, if I click on the solution is, you see here, web importer. So, click on that web importer. And get web importer for Edge. I am using Edge. If you are using Edge, you can use it. If you are using Firefox and other, that also will be getting the web importer. So, let me get it, add extension. So, you see, now, it is available here. So, you can see the logo over here, Mendeley. So, fine. So, I have my desktop version with me, which I have already installed. Let me see, I have installed or not or else what I will do. I will install it. Okay, for the demonstration, I have uninstalled it. So, now, I am installing it again. So, once you install it, you see, this is how it will look like, the desktop version of it. So, first, let us understand this desktop version that we have installed and with that, then we will try to understand. Once you are writing any paper, so, how you can able to cite it. So, first of all, you may not be having or this paper that you are seeing over here. You may not have this number of paper initially or you might have if you have synchronized it with the scoopers and other, you know, platform. So, it will be shown in the all references pages. So, first thing you see here in this site, in this site, you have the all references, recently added references, recently added references. Recently read, then the favorite, then my publication. You can keep, you can have your collection also. You can create new collection also where for, let's say, for a particular project or for a experiment, you want to keep a name and under that, you want to keep from here, you want to select and keep those in that particular file. So, you can do that. So, let us do that. So, here I will keep health, healthcare related work I am doing. So, healthcare. I have kept one collection and in the all references, let me select few. What I will do, this few and now I will organize it, add to collection. You see here, organize, add to collection and in the healthcare, then I click on add. So, this paper now will be shown over here in this my new collection. So, you got it. So, all the references, all the paper that you have downloaded or that you have uploaded over here in your portal is, will be shown over here. So, first thing, you do not have any paper. So, how to add here? So, you see, add new. So, add new. You can do it from your system, the PDF that you have. Let me show you. Click on this. Let me add all this paper. So, it is uploading this 7 or 8. 8 paper that I have selected. So, now it is uploaded. So, all this paper is again now, you know, related to my healthcare work. So, what I will do again, I will select them individually, go to organize, add to collection, select healthcare, add. And if you click on the healthcare, you see this has been added over here. So, this is how you can add. So, add from the system. You can add manually also. You can fill all the detail if you are going through any paper and you know the paper type here. Basically, you have to select this thing here, paper type, general paper, then title, everything. You have to add manually. Why to do it? People have, you know, suggested you. But to do it manually, the best way is to, you know, get this DOI over here. Then do a search and it will take you to the paper. So, if you like to see anything. So, let me quickly give you one paper. I will take you to my Google Scholar one recent paper. So, what we'll do here, we'll take this DOI over here. You have here this DOI. Then, then we'll come back. You see now it has. You know, populated from this DOI or everything. The author name, then the journal name, the year, month, abstract even, you know, in detail of it. And now you want to add it. So, click on add entry. So, once you make, you do the add entry, it will be reflected in the all references you see. So, it is also part of your healthcare research or research that you are doing. So, add to that collection. So, this is another option is. From the library. Bib text file also you can upload like the Google Scholar as I was showing you here in the Google Scholar platform. If you want to download all export, you have the bib text. So, this bib text file also you can have and you can upload them in the reference management software or this Mendeley reference manager. So, that you can do. Another function here, what you can do is you can create a group also. With student or with colleague and within that group, you can invite them with the ID that they have associated with the Elsevier and the paper that are there within that group, they can view. So, what is the advantage of it? Let me take one example over here. So, this paper, this, you know, healthcare I'm working and what I'll do, you can see in the file section, this paper, you know, published in OpenSS platform or that has been uploaded the PDF file. So, it is a file available for download. So, you click on that. And it will be downloading that file. You know, now it is shown over here and what you if you click on this, this is basically the notebook option or facilities over here. So, click on the info. You see that, you know, different tech also you can put over here or you want you are reading something and you are want to highlight. A portion of it. Let me highlight it with yellow color or green color, you know, highlight that section with the green or even you want to put a note over here like please look into it. Whatever note you want to keep so in the annotation now, you know, this this everything will be available. So this is what later on once you come. To this paper and you want to read again and you have read up to this. So I have, you know, let me select this file. And let me say read from this. Whatever you want to. Do you have the annotation over here? So this is what the benefit of this notebook in the Mandalay. So you can explode that feature also. So the paper where where in the file that is available to download in those cases, you can do it. But you know, looking or you are searching any paper basically and you have you have come across this poison and now you see as I have installed and node also here. You have the view PDF because it is published in open SS platform by this whip imported that we have added initially when I've started and that is where you know, this is the another feature of it. You have option of this Mandalay view PDF. So clicking on this will help you to open that file the PDF file and from here itself you can add that file to the to the Mandalay reference manager. You see. So this file is now so next will will will directly will go to one demo paper, which I have opened over here and here will try to understand how to site and as I have already installed the wave version of it and the plug in plug plug in also I have installed for this Microsoft word and if you click on the references, you see the this Mandalay site should come. So this Mandalay site should come. Once you have this over here, click on that. And for the first time when you'll be using it, you have to sign in here again with the same sign in email and password. So you have to do the sign in. So once you do the sign in it will again take you back to the word file. Let's say this is just a demo paper where you have written your you know paper. And you. Want to site. So you see all the paper that are there in the all references is shown over here, which you have recently added also. So now you have to be sure you know the cursor where we are putting the cursor there. This paper will be added. So I have kept the cursor over here. I want to site here and I've selected this to let's say this to paper and here you see insert citation. I think you are not able to see. Due to my image over there. So you see insert citation over here. So if you click on this insert citation. You see now it has been inserted over here in which format you see citation style here. If you see the citation style here, it is APA the seventh edition format. You can change that also if you want to keep it if you want to have it in IEEE Vancouver or other in nature. So many formats. That are available 11. You can search another style and you can have your custom style. Also like you are writing a research thesis or a report and your university has your own in style. So you can change that or you can add up to that your style also. So if you want to change it, you see this is how it can be done. You know one two, it is there and in the reference what we'll do will we have to insert it this file. So basically you see this slide sidebar many of the time I have come come across few queries like they are not able to you know, they are going to the references and they are click on clicking on the bibliography. So once they click this they have seen that there are no source in the current document. So what the correct way of doing it is in the mentally itself, you know, let me remove it. So the correct way of doing it is in the mentally itself where you have that logo go to this triple dot click on that and insert bibliography then continue you see over here. It is been inserted this two references which is being cited. Now it is in IEEE format or many of the cases we have seen in the journal also want to in that way. It is being cited. So it is cited in this way. So hope. It is now now clear how the references need to be cited. You have to visit to the references section mentally. This logo should be available or else you have to reinstall it. You have to this mentally this this add-on to your Microsoft Office and then you can do it. So this is the way and the references again. You have to click on here. You see the sidebar again. I will highlight it this side, you know bar. You have to click go to this three dot and insert references. Then you will get the references done and citation changes. You see here you are looking for change in style. So these are different format 6th edition also available APA then 7th edition, which is recently launched. I guess then the American Association 11 edition then other format. Chicago manual styles 17th edition. All these are available. So you have to update the citation style and you have to let me update it and you now you can let me cite this three paper here inserted first and below that you are inserting below that you what you are doing is you are inserting the references. So you see this three is being inserted. So this is how you have to do it. I guess once you have all this, you know, the paper which you have downloaded you have kept over here. So now it will be very easy to take those paper and to cite them in your article and it will save a lot of time. So hope this this video will help you to understand how to use it and many they do think that this this have some. I know they have to pay something to use it. That is another one that is the premium case. If you want to have it well and good. If you have money, you can do that sign up for premium. I've already signed in. So this page is coming. So you see plus Pro and Max. This is basically for a 5 GB personal space 10 GB personal space and other unlimited library space. So if you are new new and you are, you know, using it for a particular one or two cases. On for paper writing and all why to pay amount so you can use it freely without upgrading it to premium. So thank you for watching this video. Please do like and subscribe to my channel. If you have not yet subscribed and to share among your, you know, student or with your colleague and with your network so that they will also get benefited and do comment. If you want to know other, you know software on the other tool that you that need to be explored. Thank you again.

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