Transcript Your paper - World Health Organization

Managing References :
Mendeley
Table of Contents
 Why use a reference management software and
what is reference management software?
 Mendeley features and functionality:
 Accessing Web and downloading Earth
version (free)
 Creating your Mendeley library
 Managing documents and references
 Citing references
Typical researcher writing a paper…
Source: flickr/toennessen
Problem statement…
Your topic:
article
article
article
article
Your paper
citations
book
book
conference
conference
conference
paper
paper
paper
• Lots of typing
• Lost references
• Mistakes
reference list/bibliography
Use a reference management tool!
article
article
article
article
Your article
citations
book
book
conference
conference
paper
conference
paper
paper
EndNoteWeb
Mendeley
Etc.
reference list/bibliography
Reference management softwares
• Tools that help scholars to create and manage
their lists of references for research projects.
• Most tools are designed to organize citations
into specific formats for the preparation of
manuscripts and bibliographies.
• Many search tools provide ways to download
references into reference management tools.
What is Mendeley?
Mendeley is a free reference manager and
academic social network that can help you
organize your research, collaborate with
others online, and discover the latest
research.
Syncs Desktop & Web
applications
Desktop – a free academic software
to manage, share, read, annotate
and cite your research papers
Web - a research network to
manage your papers online,
discover research trends and
statistics, and to connect to likeminded researchers
This is the Web version of
Mendeley which is used to
manage your papers online.
Tabbed menu
or Resources
Main menu or
Function menu
My Library/
Collections
References
References
Collections
This is the Desktop version
of Mendeley which is used
to manage, annotate and
cite your research papers.
Filters
Reference
details
The basic or Earth version of
Mendeley is free.
On top of the free version, you can
also upgrade to their premium plans
with additional features for a fee.
To register and use Mendeley, go to the following address:
http://www.mendeley.com
From the Mendeley homepage, you will see the Sign up for
free and Sign in box. Click on Sign up for free to Register.
You can also use your Facebook account to Sign in.
Once you click on Sign up for
free, the short Registration page
will display.
Please provide all the required
information and click on Finish.
Once you’re signed in, you have
the option to Download Mendeley
Desktop. You can choose to
download it right away or later.
If you choose to
download Mendeley,
click Save so that you
can use the file again
- if you decide to
install it in other
computers or laptops.
To be able to share your profile and
make it searchable to other users of
Mendeley, you must verify your account.
Open the email address that you use
during the sign up/registration.
Click on the URL or the link
provided in the email to verify
your Mendeley account.
After clicking on the URL or link,
you will be sent to this page that
verifies your account.
Exercise 1
1. Open your preferred web browser (IE,
Firefox, Chrome, etc.)
2. Go to the website: www.mendeley.com
3. Sign up for an account
and download the Mendeley Desktop.
Creating your Mendeley Library
There are several ways:
• Search references within the Mendeley
website
• Add a PDF
• Add a folder of PDFs
• Drag and drop PDFs in Mendeley Desktop
• Import/export to and from other reference
management software
• Add reference manually
• Watch folders to automatically add PDFs to
Mendeley Desktop
• One-click Web Importer
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 Sync Library feature
from Mendeley Desktop. By enabling this
feature you are able to access your PDF files in
your Mendeley Web library.
Note: Always use the Sync Library in Mendeley
Desktop every time you use the Mendeley Web
to add references to your library.
In Mendeley Desktop, click
Add Documents, browse to
the location of the pdf and
click the Open button.
This slide shows that the pdf has been added to
your library.
Mendeley will attempt to automatically detect the
document details (bibliographic data).
Any documents whose details Mendeley is
uncertain about will be added to the Needs
Review section for manual verification.
Click Add Folder, browse to
the location of the folder.
Then click the OK button.
This slide shows that all PDFs have been
added to your library. Two were added.
Mendeley will attempt to automatically detect
the document details (bibliographic data).
Any documents whose details Mendeley is
uncertain about will be added to the Needs
Review section for manual verification.
Drag & drop PDFs here to
add them to your library.
Export and Import to and from other
reference management software
Add Entry manually lets you add
references to Mendeley Desktop
by completing a form.
Exercise 2
1. Log in to your Mendeley Web account then click
the Papers tab.
2. In the search box, search for the article:
The scientific foundation for tobacco harm
reduction, 2006-2011 by Brad Rodu
3. Save it to your library.
4. Open your Mendeley Desktop and click Sync
Library. The article should be displayed.
Exercise 3
1. In Mendeley Desktop, click File - Add Entry
Manually.
2. Select Book and enter the following:
Title: Tuberculosis Control in the Western Pacific
Region - 2010 Report
Author: World Health Organization. Regional
Office for the Western Pacific
Publisher and publication date:
WHO Regional Office for the Western Pacific,
2011.
3. Click Save.
Exercise 4
1. Download the following article and save to
your desktop:
Multidrug-resistant tuberculosis today
by A Matteelli et al.
Click to get full text pdf
2. Drag and drop the pdf file in the Reference
section of your Mendeley Desktop.
3. Review the details of the article before clicking
the button - Details are Collect.
Exercise 5
1. In EndNoteWeb, export any of your references.
Click Format – Export references. Choose
RefMan (RIS) Export as the export style then
click Save.
2. In Mendeley Desktop, click Add Documents,
locate the file you exported from EndNoteWeb
then click Open.
Note: you will need an account in EndNoteWeb
which is available via HINARI’s Reference Sources
drop down menu.
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.
Follow the instructions from the
Mendeley website.
The Web Importer can import
documents from different sites
including PubMed.
In this example, we will use the
Web Importer to import references
from PubMed.
We will do a search in PubMed,
then go to Favorites (IE) or
Bookmarks (Firefox & Chrome) and
click on Import to Mendeley.
Click Import to import the
references and their pdf (if
available) to your Mendeley Library.
The green check marks
indicates that the
references (and their pdf
if available) are imported
to your Mendeley Library.
To view them, click View
in your Mendeley Library.
Review the details of
the reference and, when
finished, click Save.
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 Import to Mendeley.
Import the first 3 articles by clicking Import.
Click Sync Library to display the exported articles to
your Mendeley Desktop.
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 Desktop, 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
Unread
Documents can be marked read/unread.
When you add documents to Mendeley
Desktop, 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.
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, which 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 box and Mendeley will
find the matching terms in the document.
We have searched for the term lessons.
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 Desktop’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 in
Mendeley Desktop.
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. This will save 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.
To insert citation, put the cursor
where you want the citation
inserted.
Click Insert Citation button then
click Go to Mendeley.
Select the citation, then click Send
Citation to Word Processor.
Another option is to type keywords (i.e.,
author, title or year) in the search box after
clicking Insert Citation (instead of clicking
Go to Mendeley) .
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.
3.
4.
Add 3-5 citations to the article.
Insert the bibliography at the end of the article.
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. In
Mendeley Desktop, you can create
a group by clicking on Create
Group in the left column.
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 Groups – These are invite-only
groups whose content will only be visible to
members of the group.
• Public Invite-only Groups – These are
groups which are visible to anyone, but only
members can contribute to them.
• Public Open Groups – These are groups
anyone may join and contribute to.
In this example, we will create a group
named Dengue with group description Dengue references and click Create
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
Alternatively,
documents
tocan
the either
group add
(either
fromthat
yourare already
You
people
MendeleyMendeley
folders, orusers
fromby
anywhere
on or you can invite
clicking else
on Find
your computer).
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 2012 02