Mendeley is a combination of a desktop application and a website which helps you manage, share and discover both research content and research contacts. Like RefWorks, Mendeley allows the automatic generation of citations and bibliographies. It also contains extra features for editing and annotating PDF documents. The website version was modeled after Last.fm, the social networking music site; it incorporates social features into the academic process and allows users to share references with other users or groups, share new research, discover research trends, and get recommendations based on your interests.
UBC Student Microsoft Office 365 and Mendeley Plugin for Microsoft Word
If you are using UBC Student Microsoft Office 365, and want to use Mendeley from inside Microsoft Word, you use the Mendeley Plugin. The instructions for installing the Mendeley Plugin vary for desktop and online versions of Microsoft Word. To use the Mendeley Plugin, Mac users must use online Microsoft Word whereas PC users can choose either desktop or online Microsoft Word.
Older versions of Microsoft Office and the Mendeley Plugin
If you have an earlier version of Microsoft Office (such as Microsoft Office 2016), you can still use the Mendeley plugin from inside Microsoft Word.
Public workstations with the Mendeley Plugin installed:
UBC Library's workstations have the Mendeley Plugin installed on MS Word. Visit: https://services.library.ubc.ca/computers-technology/public-computers/ This link also includes instructions for accessing the Remote Labs.
As of Sept. 1, 2021, Mendeley Desktop was phased out and replaced by the Mendeley Reference Manager. This video gives a brief overview on the basic functions of Mendeley Reference Manager:
The Mac window is similar; with different icons at the top that perform the same functions.
NOTE: If, after using any of the following import options, you do not see your new citations appear in your library, remember to use the Sync Library button found on the top right of the screen beside your name:
First, the Web Importer must be installed: From the Mendeley Reference Manager application, click Tools>Install Web Importer.
This will open a link in your browser to install the Web Importer Plugin. If the browser that is opened is not your preferred browser, open the link in the preferred browser (http://www.mendeley.com/import/). The instructions on the webpage will be specific to the browser. The Web Importer is a bookmark that will be added to the bookmark toolbar, and every time a reference is added, a popup will appear that will allow the reference to be added to the Mendeley Library. In order for the Web Importer to work, popups MUST be allowed from www.mendeley.com. To allow pop-ups, click the Pop-up Blocker Test if it is present in the browser. Click the newly added Import to Mendeley bookmark as a test. The browser may say that pop-ups have been blocked, in which case, right-click >Always Allow Pop-ups from This Site… Now the Web Importer is properly installed.
Next, references can be added directly from the internet in several ways:
References can be added by dragging the existing pdf document into the main library space. This will usually automatically gather information such as title, author, date, etc., but sometimes it does not recognize the file, and data must be typed in manually. Even if the data is input automatically, it should always be checked for mistakes! Particularly for volume and issue numbers. This is easily done by double clicking the file to open it within Mendeley, then entering the information in the ‘Details’ pane on the right while the article is visible.
Once you have saved your references in the folder provided within the database, export the references as a file type that Mendeley can read, typically an ‘XML’ or ‘RIS’ file type. Name the library file and save it to a known location. Then in Mendeley, click File > Add Files and find the library file. Or simply drag and drop it into your library.
If you cannot find a reference online for the resource you want to cite, you can add it to your library manually using the "Add File" dropdown.
Be sure to select the right resource type (journal, book, video, etc), as this will determine the details that Mendeley asks you to fill out for the citation.
Articles can be organized and managed from the library view in a couple different ways. Clicking the star beside an article will highlight the star in yellow, and add the article to the Favourites folder (clicking the star again will remove it). The green dot to the left of an article means an article has not been read yet; this is the default setting for new articles added to the library. After an article has been opened, the green dot will disappear (it can be toggled between ‘read’ and ‘unread’ by clicking the dot). The library can be organized by favourites, read/unread, attachment, author name, title, etc. by clicking the respective heading at the top of the library. The Mendeley Library can be accessed and managed entirely online, by logging into the account on the Mendeley website. If changes are made or articles are added to the library, the Sync Library on the taskbar of Mendeley Reference Manager will synchronize the contents to the most up-to-date library. This is useful if references are managed from several computers.
Multiple filters can be applied at the same time.
In the "Info" tab, Tags can be added to an article. Keywords are often imported with the article data (if the author provided keywords or if the article has been indexed with controlled terms), and capture what the article is about. Tags can be customized by the user to describe how the article is useful or how it should be organized (e.g. Thesis, term 1 assignment, research methods).
When an article is open the library toolbar changes to an article-specific toolbar that allows you to highlight the text or leave sticky notes.
Highlight: Highlight Text and Highlight Rectangle: Highlights text by dragging the cursor over the desired text. You can change the highlighter colour by clicking the expand arrow beside the default "Yellow." Highlighting the same text several times darkens the highlight tone, and highlights can be removed by clicking the highlighted text > Remove Annotation. The "Highlight Rectangle" function creates a yellow highlighted region using the cursor by dragging the corners of the rectangle over a portion of the document. Highlight annotations remain on the article after it is closed. The annotations are not available if the .pdf is opened externally; only when it is opened within Mendeley. However, using the "Share" button in the PDF view will allow you to export and send a copy of the PDF with or without the annotations.
Sticky note: Allows an annotation to be added into the document at any location. The note records whoever typed the note (in case resources are being shared), as well as the date and time of the note. The note can be moved by clicking on the three dots at the top right corner and selecting "Delete Annotation."
Notes are also displayed under the "Annotations" tab to the right of the document. By clicking the note in this area (shown in yellow below), you can bring up the document location where the note was placed.
The ‘Annotations’ tab also has an area where general notes regarding the entire article can be recorded. Like highlights, notes are not preserved if the article is opened externally.
Rotate and Zoom: Tools for viewing the .pdf within Mendeley.
Download Document: Downloads the pdf locally (doesn't include annotated highlights and notes).
To interact with the pdf without highlighting or annotating (e.g. copying and pasting), remember to switch back to cursor mode. To switch to cursor mode, click the arrow on the top left corner.
Adding to a collection: Collections can be created within the library to further organize references (e.g. by project or section). While in library mode, collections can be created by clicking on "New Collection" under the category "Collections" on the left-hand sidebar. Articles can be dragged and dropped into the desired collection from the "All References" folder. Articles can be located in multiple collections, and when a collection is removed (by right-clicking the collection, then clicking the "Delete" button, or clicking on the three dots that show up after hovering over the collection), the articles within the folder are not removed from the library.
Removing article from collection: To remove an article from a collection, tick the check box beside it -> clicking the toggle arrow beside "Organize" at the bottom of the screen -> "Remove from Collection." ***Simply clicking "Delete Reference" after right-clicking will remove the reference from the entire library (you can recover this by going to "Trash" -> selecting the reference -> "Restore" at bottom of screen).
To use Mendeley to create citations and bibliographies in Microsoft Word, the MS Word Plugin must first be installed. Word must be closed to install the plugin. Click Tools > Install MS Word Plugin. Mendeley will then give directions on accessing the citation manager within Word. Within Word, the citation manager (labeled in Word as "Mendeley Cite") is usually located under the References tab (Sometimes located under the Add-Ins tab depending on the Word version). On a Mac, the Mendeley tools in Word may be found under the scroll icon in the file menu.
After clicking on Mendeley Cite, a window will pop up on the right, allowing articles within the library to be searched for according to author, title or year. Multiple references can be added at the same time.
After an item is cited as seen here, the citation style can be selected from a list of commonly used styles. You can search for more styles from an online Mendeley database by clicking "Search for Another Style" or "Add Custom Style." If a style is changed, clicking Refresh in the Mendeley Cite window will update all citation fields.
The bibliography can be added to the document by placing the cursor in the desired location and clicking the three dots at the top right corner -> "Insert Bibliography" in the Mendeley Cite window. The bibliography will be linked to the citation manager, so if a style is changed and updated, it will update the bibliography as well.
If the document must be saved without the Mendeley citation formatting, it can be exported from the Mendeley Cite window without Mendeley fields. The citations and bibliography will be exported as normal text. REMEMBER: Once the connection to Mendeley is broken, it cannot be reconnected. Always save a copy of the document with the Mendeley fields active before exporting without Mendeley formatting.
Mendeley has a slightly different look in Mac versions of Word. After the Word plugin has been installed, click the symbol to open the Mendeley citation options:
NOTE: Sometimes when Word accesses Mendeley Reference Manager, it will appear as if it has stopped working, as the Mendeley window will not popup in front. The Mendeley window must be prompted, and the action completed, before Word will resume functioning.
Groups can be created using by clicking "New Group" under "Groups" on the left-hand panel. Groups are private by default (by invite only, not viewable by public, can share references and full-text files). Files that are shared within groups come with notes and annotations, so everyone in the group can see and contribute.
To invite members to a group, right-click on the group on the left-hand bar -> "Manage Group" -> "Invite Members." Invite members by entering their email addresses.
The UBC Research Commons team offers regular workshops to get you started with several citation tools, including Mendeley. You'll leave the workshops with a basic database of research citations and the skills to build on it.
To view upcoming workshops and to register for a session, visit the Library Workshops and Events Calendar.
No time for a workshop? Request a one-on-one consultation with a Research Commons specialist.