Mendeley 06b – How to use Mendeley to reference in Word (Windows)

The basic reason why I want to use this technology, is to cite references in text and to create bibliographies using the correct style. These steps can be followed for this purpose. Since the process differs in the case of MAc and Windows operated systems, I will provide steps for both these operating systems.

Did you install the MS word plug-in? If not, see the Get started post

1)  To insert author and date in brackets

  • Put the cursor in the Word document where you want to insert the citation

Screen Shot 2016-03-19 at 7.46.20 PM

  • Click on references (top menu)
  • Capture
  • Click on Insert Citation (Please note – there are two sets, choose the one with the red M as indicated in the image
  • If the reference was found, it will be shown as follows
  • Type the name of the author, the title of the reference or the date in the provided space to search the reference
  • Screen Shot 2016-03-19 at 7.50.00 PM
  • A pop-up screen will pop up to allow you to find the reference in your Mendeley library
  • Screen Shot 2016-03-19 at 7.54.10 PM
  • Click on the reference
  • Click on OK
  • It will be cited in your text as follows
  • Screen Shot 2016-03-19 at 7.56.53 PM
  • Note: The default style is Harvard.

2)  To change the reference style (you can change it any time)

  • Click on References (top menu)


  • Click on Style (Harvard is the default style)
  • Click on the dropdown menu
  • Choose another style and it will change all citations as well as the style of the reference list automatically
  • Your desktop application of Mendeley will open
  • A pop-up will open as well
  • Choose the referencing style you want to use (I have chosen Harvard)


  • Screen Shot 2016-03-19 at 7.59.00 PM


  • Click on Done
  • 3)  To insert a page number of the reference (e.g. Moreno 1934, p 10)
  • If you need only the date in brackets, highlight the reference in the text
  • Click on Add-ins and choose insert or edit a reference

Screen Shot 2016-03-19 at 8.05.06 PM

  • Click on the name of the author
  • The pop-up window will open to show more fields
  • Add the page number

Screen Shot 2016-03-19 at 8.07.53 PM

  • And it will be cited with the page number in your text

4)  Need only the date in the text?

  • Insert the reference ( see step a)
  • Click on the reference to be able to edit it

Screen Shot 2016-03-19 at 8.23.48 PM

  • Click on Add-ins
  • Click on Insert or edit a citation
  • Click on the name of the author
  • Click on suppress author
  • Add page number if needed

Screen Shot 2016-03-19 at 8.26.36 PM

5)  To create the list of reference (Bibliography)

  • Put the cursor where you want to insert the bibliography (list of references)
  • Click on Add-Ins
  • Click on Insert Bibliography

Screen Shot 2016-03-19 at 8.29.32 PM

  • Bibliography will appear in the style you have chosen

Screen Shot 2016-03-19 at 8.31.33 PM

  • The list of references updates automatically as you type, but you can also refresh it
  • Click on Add-ins
  • Click on Refresh
  • New references added will appear in the bibliography

6)  To change the reference style

You can follow step 1 any time to change the reference style. It will be changed immediately to reflect the new style in text as well as in the list of references.

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