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FREE Reference Management Tool & SNS
www.mendeley.com

Kagoshima University
November 2016
Elsevier Japan

Today’s Agenda• Introduction• Add Literatures- Mendeley Desktop- Mendeley Web- Synched Up• Library Management• Bibliography- Citation Style- Insert Bibliography• Mendeley Online Catalogue• Group• Personal Profile• 少し高度な利用方法

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You can continue to use
Mendeley after graduation.

Introduction① What is Mendeley? （1）A FREE reference management tool for
reading, annotations, sharing, or citing,（Windows、Mac、Linux、iOS、Web）

networking with researchers,organize research database in cloud,and provide reader stats.

Mendeley

IntroductionWeb② What is Mendeley? （2）Desktop• Support major part of manuscript writing workflow
BothFind and collect
literatures

Manage and readliteratures

Share literatures

Write an article

Import PDF

PDF Viewer,
Annotation

Private Group

StyledReferences

Web Importer

PDF
Management

Publish an article

Send out research
output, network

Public Group

Personal
ProfilesOnlineCatalogue

Follow
Researchers

SuggestSTATSMendeley|

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6Introduction③ Mendeley Desktop and Mendeley Web
BackupWeb

Windows、Mac、LinuxiOSAndroidYou can use Mendeley fromanywhere.
（online and offline）

Introduction④ User Registration and Install Mendeley Desktop＊ID for ScienceDirect applies.
＊Registration process is often updated.

• User Registration is required.

Step1: http://www.mendeley.com[Get a free account]

Step 2: First name、Last name、
E-mail、Password、[Get started]

Step 3: Choose Field of study andAcademic Status, [Finish]

Step 4: Install Mendeley Desktop

Step 5: Start Mendeley Desktop, andsign-in with E-mail、Password, [Sign In]

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Practice / Demo

1. User Registration and Install Mendeley Desktop
2. Launch Mendeley Desktop

Today’s Agenda• Introduction• Add Literatures- Mendeley Desktop- Mendeley Web- Synched Up• Library Management• Bibliography- Citation Style- Insert Bibliography• Mendeley Online Catalogue• Group• Personal Profile• 少し高度な利用方法

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Add Literatures (Mendeley Desktop)① Import PDF, Extract Document Details• Drag and Drop PDF files, and Mendeley Desktop will extract document details automatically.

Extract Document Details

Now, you can do italso on MendeleyWeb.
PDF files

PDF Folder

Mendeley

Add Literatures (Mendeley Desktop)② Watched Folder• Mendeley will import PDF files from a designated folder.

・・・・・

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Add Literatures (Mendeley Desktop)③ Edit Document Details• You can edit incomplete document details.

Edit Document Details

Import from ArXiv ID、DOI、PMID

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Add Literatures (Mendeley Desktop)④ Manual Entry• You can add an entry manually, and attach a PDF file.

Add document details manually.

Import from ArXiv ID、DOI、PMID
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Add Literatures (Mendeley Desktop)⑤ Import from other Reference Management Tool
• You can import BibTex/XML/RIS files from other tools.
--Export from other Tools
o EndNoteo [File] menu, [Export...]o Choose XML (*.xml) format
o RefWorkso [Record] menu, [Export]o Choose (EndNote,Referece Manager,ProCite)[File] menu, [Import…]
Choose an exported file, and [Open]

Initial Import Page at Launch

PDF files need to be
managed separately.

[File] menu > [Import…]

Mendeley

Practice / Demo

3. Add Literatures Part 1 （Add PDF files on Mendeley Desktop）

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Add Literatures (Mendeley Web)

① Install Web Importer（1）• You can export literatures from databases.
Mendeley Web

Web Importer Install Page

Mendeley Desktop

http://www.mendeley.com/import

Mendeley

Add Literatures (Mendeley Web)

② Install Web Importer（2）Chrome、FireFox:

Internet Explorer、Safari:Install Browser Extension

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Add Literatures (Mendeley Web)

③ Use Web Importer （Chrome、FireFox）• You can import literatures from document detail pages or search results pages.

All or Selected
PubMed（document detail page）

References may be imported
from publisher sites.

PubMed（search result page）

Opened PDF
PLoS One（document detail page）

Add Literatures (Mendeley Web)

④ Use Web Importer （Internet Explorer、Safari）• You can import literatures from document detail pages or search results pages.

すべてまたは選択した
文献を保存
PubMed（document detail page）

PLoS One（document detail page）

PubMed（search result page）

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Add Literatures (Mendeley Web)

⑤ Direct Export to Mendeley• Databases have ‘Export to Mendeley’ menu on web sites.

ScienceDirectScopus

CiNii

医中誌Web

Add Literatures (Mendeley Web)

⑥ My Library web•

[Library] stores your collections.

Basic functions of Desktop
Mendeley are available on
My Library web.

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Practice / Demo

4. Install Web Importer
5. Add Literatures Part 2（Web Importer）

Synched Up① Synch and Work in the Same Library• Mendeley Desktop will synch up at launch or [Sync]

Web

Windows、Mac、LinuxiOSAndroid

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Synched Up② Settings of Synch Folders• 2GB is available FREE on Mendeley Web

Synch attached PDF file
Select folders to synch up※ All folders are selected at defualt.

Confirm Disk Storage Spaces

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Practice / Demo

6. Synch up Mendeley Desktop with Mendeley Web

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Today’s Agenda• Introduction• Add Literatures- Mendeley Desktop- Mendeley Web- Synched Up• Library Management• Bibliography- Citation Style- Insert Bibliography• Mendeley Online Catalogue• Group• Personal Profile• 少し高度な利用方法

Library Management① Library Search and Folders• Search, Sort Documents, Folders make it easier to manage references.
Library SearchFolders
Sort Documents（Author name, Title, Publication Yea,Publication, Registration Date）

Favorite
UnreadPDF file
Downloading PDF file

Literature Filters（Author Keywords, Author Name, Tag,Publication）

Add Tags

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Library Management② Search, highlight, annotate in PDF• You can highlight and make annotations with colors in PDF.

Search in PDF

Notes（Library Search）

Highlight
Annotations in PDF（Out of Library Search）

Library Management③ Manage PDF Files• Windows: [Tools] menu > [Options] -> [File Organizer] tab• Mac: [Mendeley Desktop] menu -> [Preferences…] -> [File Organizer] tab
Prevents PDF
deletion bymistake
Make PDF copies

Make named subfolders

Rename PDF files※ All OFF at Default!

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Practice / Demo
7. Organize Library and PDF files with Mendeley Desktop

Today’s Agenda• Introduction• Add Literatures- Mendeley Desktop- Mendeley Web- Synched Up• Library Management• Bibliography- Citation Style- Insert Bibliography• Mendeley Online Catalogue• Group• Personal Profile• 少し高度な利用方法

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Bibliography① Citation Style Library• Library can use citation style.
Select Styles

Bibliography② Use Citation Style• Right-click on a document, and [Copy As] → [Formatted Citation]

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Insert Bibliography① Install MS Word Plugin

Also on LibreOffice

Windows:Mac:

MendeleyInsert Bibliography② Insert Citation[Insert Citation] where
you want to insertCitation is inserted

Search My Library via a pop-up
window or
Search by Mendeley Desktop

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Insert Bibliography③ Reference List and Change Style[Insert Bibliography] where you want
to insert references
You can edit
reference style by
CSL Editor.
SIST02 (JapaneseCommon Style) isavailable.

スタイルを変更

Practice / Demo
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Today’s Agenda• Introduction• Add Literatures- Mendeley Desktop- Mendeley Web- Synched Up• Library Management• Bibliography- Citation Style- Insert Bibliography• Mendeley Online Catalogue• Group• Personal Profile• 少し高度な利用方法

Mendeley Online Catalogue① All “My Library” Information from Users• Your “My Library” is registered anonymously on Online Catalogue

・・・・・※Select [Unpublished work] if you
want to exclude from Online
Catalogue.

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Mendeley Online Catalogue② Mendeley Desktop• [Literature Search], and save documents (or drag and drop).
Search Related Documents[Save Reference][Save PDF]

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Mendeley Online Catalogue③ Mendeley Web• User Information can be found.

[Save reference to library][Save PDF to library]
The number of Users
Related Articles[Save reference to library][Save PDF to library]

User Profiles (SubjectArea, Academic Status,Countries）

Related Articles

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Mendeley Online Catalogue④ Suggest• Mendeley Web suggests articles for you.

・Library comparison with other users documents, subject area,or the latest saved documents.

Today’s Agenda• Introduction• Add Literatures- Mendeley Desktop- Mendeley Web- Synched Up• Library Management• Bibliography- Citation Style- Insert Bibliography• Mendeley Online Catalogue• Group• Personal Profile• 少し高度な利用方法

Mendeley|43|44Group① Create Groups• Via Mendeley Desktop or Mendeley WebGroups

Post Documents

BrowseDocuments# of Users

ShareDocuments

EsamplePrivateInvited Users

Invited Users

3 (Free Version)

PDF

Research Project

Invite-only

Invited Users

Everyone

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Document Details

Share Reading ListOpen

Everyone

Everyone

Unlimited

Document Details

Discussion Group

Either Group(Free Version)

MendeleyGroup② Private Group（1）• An owner invites users to join a private group.

OwnerUser[Accept] and join the privategroup

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Group

③ Private Group （2）• You can share PDF files in a private group, including annotations and highlights.

Copy documents to a
private group folder, andsynch.

Group④ Invite-only Group• Communicate research output from a lab, or share a reading list.

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Group

⑤ Open Group• You can share literature information, and discuss.

Join GroupThe Number of Documents and Users

Today’s Agenda• Introduction• Add Literatures- Mendeley Desktop- Mendeley Web- Synched Up• Library Management• Bibliography- Citation Style- Insert Bibliography• Mendeley Online Catalogue• Group• Personal Profile• 少し高度な利用方法

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Personal Profile① Edit Personal Profile• You can use a personal profile page to communicate your career.

Save yourpublications in[My Publications]folder.

Personal Profile② Follow Researchers• Follow, and see feeds.
Search by People

Follow, or senda message.

Feeds will show updates fromgroups or following researchers.

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Author PerformanceStats• Stats will show performance (downloads and citations) of your publications.
Downloads by ScienceDirect Users
Downloads on by Mendeley Users

Online Mass Media

Mendeley Desktop and Mendeley Web

FunctionsDesktopWeb

Web Importer×○Suggest×○

Manage PDF Files○×

Citations Style○

×

Insert Reference List (MS Word Plug-in)○×

Exclude from Mendeley Web Catalogue○

×

User Stats of Documents

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User Guide, Helpdesk• Mendeley Ltd.
-

User Guide, Tutorial
http://community.mendeley.com/guide-

FAQ、Questions
http://support.mendeley.com• エルゼビア・ジャパン株式会社（日本語）-

クイックレファレンスガイド、参考文献スタイルについての情報など
http://www.elsevier.com/jp/online-tools/mendeley/users

Today’s Agenda• Introduction• Add Literatures- Mendeley Desktop- Mendeley Web- Synched Up• Library Management• Bibliography- Citation Style- Insert Bibliography• Mendeley Online Catalogue• Group• Personal Profile• 少し高度な利用方法

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少し高度な利用のヒント① E-mail、パスワードの変更• [My Account] → [Account details] で変更可能

少し高度な利用のヒント③ Detailsタブに表示する項目• [Options] -> [Document Details] で追加・変更可能

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少し高度な利用のヒント④ 詳細検索（項目を限定した検索）• 検索ボックスの虫眼鏡の右の▼をクリック

少し高度な利用のヒント⑤ 重複文献の整理• 重複文献の候補が表示されるので、必要に応じてマージ

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少し高度な利用のヒント⑥ PDFのエクスポート、印刷• 注釈付きでエクスポート、印刷するかどうかを選択可能

少し高度な利用のヒント⑦ PDFをAdobe Readerで表示• PDFのアイコンを右クリックして [Open File Externally] を選択Mendeley|61

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少し高度な利用のヒント⑧ 参考文献のマージ• 複数の参考文献を選択してから [Merge Citations]

少し高度な利用のヒント⑨ 参考文献にURLを含めない• 文献タイプがWeb Pageの場合にのみURLを含める

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少し高度な利用のヒント⑩ 引用スタイルの編集 (1)• CSL Editorを使って既存のスタイルをベースに編集可能

少し高度な利用のヒント⑪ 引用スタイルの編集 (2)• CSL Editorで編集後、保存Mendeley|65

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少し高度な利用のヒント⑫ 引用スタイルの編集 (3)• 編集後のスタイルを読み込み

少し高度な利用のヒント⑬ BibTexフォーマットでの出力• [File] → [Export…] から BibTex (*.bib) フォーマットでエクスポート可能• [Tools] → [Options] → [BibTex] タブで環境設定