Tag Archives: Mendeley

How to import a bibliography from an existing MS Word document into Mendeley

Neither EndNote nor RefWorks can “read” citations from an existing bibliography in a Word document not formatted using a citation management application. An earlier postdescribed methods to transfer references to an EndNote library from a bibliography formatted in Word. However, there is another way to do this using a free online service called WizFolio which can easily convert a pre-existing bibliography into an RIS-formatted file. You then  import the RIS file into EndNote or RefWorks.

Here are the steps:

1. Go to the  WizFolio home page:

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2. Select Sign Up Now and create a free Wizfolio account.  Once you have the account, you can log in back at the home page:

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3. Open your Word document and select your entire bibliography:

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4. In your WizFolio account hold your mouse over the Add icon toward the top center of the Wizfolio window.  Select Import from Clipboard:

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5. Paste your text into the box  that opens. You should  see Wizfolio inserting blank lines between the references in your bibliography:

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6.  After WizFolio has inserted the spaces, click the Import Now button in the lower right corner of the page. WizFolio will attempt to locate and import records from PubMed and other sources:

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7.  Select all the citations you’ve just imported. Click the Export button at the top of the page then select Export to RIS:

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8.  Save the file.  It will be called MyReferences.ris.

Mendeley

1.  Open Mendeley.

2.  Locate the MyReferences.ris file and open it.  It should import directly into Mendeley:

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3.  If it does not directly import into Endnote, import using the Import function using   Reference Manager (RIS) as your Import Option.

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Be certain to check that all the information has been correctly imported.

Mendeley 02: How to use Google scholar to import references

You can use Google Scholar to import resources into your Mendeley library. In order to do that, follow these steps:

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  • Click on search
  • Click on the Mendeley image top of browser

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  • A pop-up will open displaying all items found (first page of search)
  • Click in the boxes next to all literature you want to import into Mendeley

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  • Please note that PDF files will be imported as well (see red indicator next to third resource I have clicked to be imported)
  • Click on Save XXX items (top corner of pop-up)
  • Wait until all of them are imported

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  • Colour changes to green to indicate that all selected resources were imported
  • Will state that it saved xxx items (see top corner of pop-up)
  • Scroll down in browser and select another page of the web search results

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  • Repeat previous steps to import more resources
  • Check if the resources was imported into Mendeley

 

I found using Google Scholar to import resources an excellent affordance of Mendeley!

Please feel free to leave a comment.

Mendeley 01: Get started

1.  Create a free account

The following steps should be taken to create a free Mendeley account. (Please note: Mendeley is supported by various browsers, but Google Chrome creates the least problems).

Follow these steps:

  • Open Google Chrome
  • Type http://mendeley.com in the address bar
  • Click on Create a free account
  • Complete the form (page will look similar to image below)
  • I suggest using your gmail email address and not a work email address

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  • Click on Next (page will look similar to image below)

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  • Choose Field of study (drop down list)
  • Provide information with regard to academic status (drop down list)
  • Click on Create an account
  • You will see a page similar to one in image below

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  • Use the email address and password you have used to create the account and sign in.
  • Your account is ready to be used.
  • In the following blog post I will explain the dashboard.

For now, you need to follow two more steps to be able to use Mendeley.

 

2.  Download and install desktop application of Mendeley

Please note:

Mendeley desktop allows you to insert citations into documents. At this stage, the following word processors are supported:

  • Windows 2007 or later, including Office 365 for Windows
  • Word 11 and Word 2016 for Mac (no previous versions)
  • Lateste version of LibreOffice

(The desktop application allows you to work offline, just remember to sync when you can access the Internet).

  • Scroll all the way down the web page you were taken to when you signed into Mendeley
  • On the right hand side, find Download and Upgrade
  • Click on Download Mendeley free
  • It should provide you with the correct link (green) to download Mendeley for your operation system (mine is Mac OS – see image below)

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  • Click on the green link to download the desktop application
  • Follow the instructions to install the desktop application
  • Use the same email address and password for the desktop application

 

3.  Install the Web Importer

The web importer imports resources direct from the Internet into your Mendeley account.

  • On the right hand side of the Mendeley web page, find the blue block similar to the one portrayed in the image below.

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  • Click on the Add it to your browser link
  • It will take you to a page explaining how to install the web importer for different browsers
  • If you have decided to use Google Chrome, click directly beneath it on Install the Mendeley Web importer browser extension

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  • In the pop-up window, click on Add to Chrome in the green block (Image – wording is Added to Chrome since I have done that already)

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  • The Mendeley Web Importer will be installed to the right of the address bar of the Chrome browser (see image)

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The last step before you can get started is to enable Microsoft Word to cite your references

4.  Install MS Word Plugin

  • Open the desktop application of Mendeley
  • Click on Tools
  • Click on Install MS Word Plugin (Note – mine is installed, therefore it changed to Uninstall)

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  • Follow the onscreen instructions
  • You are ready to start citing your references
  • Have fun!

 

I will explain the use of Mendeley in follow-up posts, numbering them from 01 so that you can follow it in sequence.

Please leave a comment.

Mendeley – a complete referencing tool

I have used Refworks while I have worked on my PhD and loved it, so, when I was asked to attend the Mendeley training session, I did not think it could be possible to persuade me to use Mendeley instead of Refworks. But, I have to admit, after the short introductory course presented by Unisa library staff, I am going to use this reference manager and academic social network in future. Mendeley is webbased, but it also has a desktop application, available at http://mendeley.com.

Screen Shot 2016-03-11 at 1.08.17 PMMendeley is a free reference manager, academic social network and fully-searchable library that supports academics in doing their research in one place.

Mendeley can be used to:

  • generate citations and bibliography in style of choice
  • cite as you write
  • read and annotate PDF’s on the go
  • securely store references
  • access references on any device
  • sort references, documents and notes in one place
  • sort references by using either keywords (tags) or folders for easy access
  • publicly or privately share reading lists, references or full-text articles

The group functionality allows groups of academics to:

  • publicly or privately share reading lists, references or full texts
  • create groups to tackle research assignments, share feedback and write papers with collaborators

The connectivity affordance allows researchers to:

  • connect with colleagues, peers or classmates to follow their research outputs
  • showcase published research to millions around the world

I have created a few tutorials that can be shared with all interested in upping their referencing skills.

Topics covered:

 

If you need more tutorials, or you find some of the tutorials not sufficient, please feel free to leave a message. You may also request more tutorials if needed.

 

Mendeley 14: Changing from EndNote to Mendeley

You can export your entire library, with any attached PDF’s when you change from EndNote to Mendeley by following these steps:

In EndNote:

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  1. Select the references you want to import into Mendeley Desktop
  2. From the File menu, select EXPORT
  3. In the new window that opens (Export file name), look for FILES OF TYPE
  4. Use the dropdown menu to select XML (*xml)
  5. Rename the file (if you wish)
  6. Click on the SAVE button

 

Open Mendeley Desktop:

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  1.  From FILE menu select ADD FILES
  2. Browse to find the export file (by default EndNote will save in Documents)
  3. Click OPEN
  4. Your references are PDF’s will the be imported.

 

Please like this post if you found it efficient. Please leave a comment if it needs improvement.

Mendeley 13: Using feedback to suggest changes

Mendeley Feedback allows its users to suggest changes to the program in order to suit their needs better.

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Please suggest any changes that can improve your using of this reference manager. You can do it yourself by following these steps:

  • Go to http://feedback.mendeley.com and complete the form

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  • as soon as you type the idea, the following box will open

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  • Click on post a new idea and complete the form

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  • Remember to click on Sign In if you have not yet signed into Mendeley.

 

You can see how many votes your idea received

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You can see if Mendeley reviews the issue.

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You can also see if Mendeley is planning to address the issue.

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You can see if they have started addressing the issue.

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If you do not want to send the suggestion, you may ask me to do it. I am a member of the advisor Group and do not mind to ask questions on your behalf. Just leave a comment.

Please like the post if you found it effective.

Mendeley 12: How to use different colours for annotations

On the 31st of March 2016 Mendeley improved its annotation affordance, by adding a rainbow of colours that can be used to annotate documents and papers. In fact, users can use 8 colours for annotation purposes.

To use different colours, follow these steps:

  • Click on the icon to open the document in Mendeley

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  • Click on the coloured dot in the top menu to open the box

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  • The colour of the dot changes to the preferred colour
  • Click on the highlight icon (top menu)

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  • Mark the text you want to highlight and it is highlighted

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  • to add a comment, click on the comment icon (top menu)

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  • the comments will be in the same colour than the highlighted text

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  • Different colours can be used in the same document

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So, how will you use this affordance of Mendeley? I can suggest two ideas:

  • Use it for your own research to quickly identify various ideas you have identified – eg, methods in green, concepts in blue, etc.
  • Allocate a colour to a team member to easily find the text highlighted by a certain team member when you use the group function.

Please like if you found these instructions helpful or comment to suggest improvements.  Have fun!

Mendeley 11 – How to get access to a group in Mendeley online

When a group was created for collaborative purposes, the following steps can be followed to participate in the group:

Instructions for online access to a group

  • Click on Groups (top menu)

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  • Click on the name of the group

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  • The overview of the group will open (see top menu)

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  • Please note: It differs from the window that opens in the desktop application:
    • menu is on left hand side of screen
    • and refer to papers not documents

The papers/documents view screen also differ from the desktop application

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  • Click on members to view the members of the group

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  • To invite members, add email addresses in the box provided

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  • To manage invitations, click on the blue button (right)

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  • If links are blue, the invitee is a Mendeley user
  • If links are black, the invitee is not yet a member of Mendeley
  • This group is owned by me, but the settings can be edited so that somebody else can own it

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  • To edit a group, click on the Edit settings button (see image above)

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Have fun – I believe this feature can improve collaboration between researchers and faculty members.

Please like if found usable or leave a comment to suggest improvements.

Mendeley 10 – How to get access to a group in Mendeley desktop

When a group was created for collaborative purposes, the following steps can be followed to participate in the group:

Instructions for Desktop access to a group

  • Click on Groups (left menu)
  • Click on the name of the group

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  • The overview of the group will open (see top menu)

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  • Click on documents to see the shared documents

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  • Click on members to view the members of the group

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  • To invite members, add email addresses in the box provided

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  • To manage invitations, click on the blue button (right)

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  • If links are blue, the invitee is a Mendeley user
  • If links are black, the invitee is not yet a member of Mendeley
  • This group is owned by me, but the settings can be edited so that somebody else can own it

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  • To edit a group, click on the Edit settings button (see image above)

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Have fun – I believe this feature can improve collaboration between researchers and faculty members.

Please like if found usable or leave a comment to suggest improvements.

Mendeley 06a – How to use Mendeley for referencing (Apple)

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.

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