Citation Management Tools: Mendeley

Mendeley workshops are offered by request via consultation. Virtual workshops and consultations are available. Contact Rebecca Stuhr

Next workshop coming up is February 6, 2023, 11-12 pm. In person at the Grad Center. 

Mendeley's Reference Manager, is the Mendeley desktop application. It requires an "add-in" for the Mendeley MS Word citation plugin. If you are using Microsoft 0365 provided through Penn, you will  want to find out about your ability to add this "add-in." Some Penn schools and centers are including the Zotero and Mendeley add-ins as part of a default. set up. Your school may allow you to add the citation plugin yourself.  However, for most Penn Schools there is a workaround. The Libraries/SAS IT Help Desk can assist you with this process if you have questions:

techcenter@upenn.edu

Instructions:

To start:

Find the citation plugin add-in download for Mendeley Reference Manager at Mendeley.com or go directly to Microsoft AppSource.

To use Mendeley Cite, Refworks Citation Manager, and SmartCite on Word for Mac:

• Ensure you are logged into Word with your PennO365 account.
• Click on the "References" tab
• If working properly, you should see a Mendeley icon to the far right. 
• 
• If not, you may need to click on Insert>add ins>my add ins>search for Mendeley
• (If you have access to add ins you can search for Mendeley Cite at Insert>add ins>get add ins)

On Windows:

• Ensure you are logged in to Word with your PennO365 account.
• Select Insert /add-ins/my add-ins 
• If you have the Mendeley add-in already, just click on the icon in "My add-ins"
• You will see the Mendeley cite icon appear in the right hand panel of your word document
• If should also load your references. 

The Penn School of Medicine is now allowing the citation add ins. Users with problems should submit a ticket at https://helpdesk.pmacs.upenn.edu/ if you have a PMACS AD account. If you  do not  have this account, then email medhelp@pennmedicine.upenn.edu.

Read through a detailed Mendeley Tutorial covering both Mendeley Desktop and Mendeley Reference Manager

• You can open a free* Mendeley account and download the Mendeley Reference Manager application. The Mendeley Reference Manager is the newest version of the desktop application.  Mendeley Reference Manager is a  research tool that assists you throughout your research process, from gathering research to reading and annotating PDFs to organizing citations and creating bibliographies. Mendeley replicates features that are found in other citation management tools  (EndNote, RefWorks, Zotero) but has as its strengths: reference manager, PDF organizer, reading platform, and annotation tool.
• Mendeley provides a Microsoft Word integration citation tool plug-in.  You can save PDFs to your Mendeley Desktop and your Mendeley web library (web and desktop applications sync together) via a browser plug-in, Mendeley Web Importer (the web importer does not work with every database).
•  Reference Manager is compatible with Mac, Windows, and Linux. 
• *Mendeley is a "freemium" service, which means the basic account, which provides 2 GB of storage, is free. You can access additional storage for a monthly fee starting at 4.99/month for 5 GB of storage. You can find more information on individual plans on the Mendeley Upgrade page.
• "Mendeley Desktop", Mendeley's previous desktop application, is no longer available for download and is no longer supported by Mendeley. If you are using the original application, it should continue to work. But you should consider downloading "Mendeley Reference Manager," so that you can keep your library synced in the new application. You can run both applications simultaneously. 

There are several ways to add and edit your pdfs on your Mendeley account, including:

• Accessing your citations and pdfs on Mendeley Web
• Downloading the Mendeley desktop client
  • Mendeley Reference Manager
    • The Mendeley Reference Manager application is compatible with MacOS 10.10 and higher
• Adding the Mendeley Web Importer to your browser

Support from Mendeley is most direct via the twitter feed: @mendeleysupport