Mendeley Software For Mac

| 02-05-2021
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Add References

For your convenience, we've made sure Mendeley's Citation Plugin is compatible with Word (including Word for Mac) and LibreOffice. We also support BibTeX export for use with LaTeX. Annotate as you read Easily add your thoughts on documents in your own library, even from mobile devices. Mendeley for Mac, free and safe download. Mendeley latest version: Free Reference Manager and Social Media For Researchers. Mendeley is a free referen.

In the Desktop:

  • Option 1: Watched Folders
    • In 'Preferences' or 'Options' go to the 'Watched Folders' tab. You can set Mendeley up to see whenever you download a new PDF to a folder. Note: We do not recommend Watching your Downloads folder, as Mendeley will attempt to import anything it finds there.
  • Option 2: Import Files and Folders
    • Drag and drop a PDF file or folder of PDFs into the desktop application. Mendeley will extract citation information for that file.
  • Option 3: Enter Data Manually
    • Click the drop-down arrow beside the 'Add' icon or go to 'File > Add Entry Manually' to bring up the dialog box to import a file manually. Note: if you have a PubMed ID or digital object identifier (DOI), you can normally use the magnifying glass tool to auto-populate the fields.

On the Web:

  • Use the Mendeley Web Importer, available for many modern browsers

Note: for each of these methods, the data Mendeley can scrape from a PDF depends on how clean the source data is — garbage in, garbage out!

Write a Paper (in Word)

Depending on your version of Mendeley, the Word toolbar might appear under either 'References' or 'Add-ins'.

  • Mendeley should install and update the Word plugin by default. Check by visiting 'Tools > Install Word Plugin'.
  • In Word, put the cursor where you would like a citation to appear.
  • Click 'Insert or Edit Citation' and look up a paper. Additional options for page numbers and other material in the parentheses can be found by clicking on the 'Lastname Year' in the text box.
  • Another option is to select 'Go to Mendeley' in the dialog box, look for the citation, and send the citation to Word.
    • This process is not obvious!
      • After you click 'Go to Mendeley,' two new buttons will appear in the icon panel between Sync and Help.
      • Once you select the citation(s), click the 'quotes' icon.
  • To add page numbers, you can edit the citation and pull up the additional options in the same way as the previous bullet.

Create a Bibliography

Option 1: Use the Word plugin

Mendeley Desktop Mac

  • Click 'Insert Bibliography'. Note: You can change your citation style in the Mendeley toolbar or find more tools.

Boards for trello template. Option 2: Use a folder

If you are coming into Mendeley at the last minute and would prefer not to use the Word plugin (or have a different word processor), the best way to get your references into your bibliography is to create a folder in Mendeley.

  • Drag and drop your references into your folder.
  • Navigate to that folder, select one of the references, and then click CTRL+A (for PC users) or Command+A (for Mac users) to copy the reference.
  • Right-click to pull up the menu and click 'Copy As > Formatted Citation'.
  • You can now paste that text into your document.

Note: You will need to make sure that you are using the correct citation style before creating your bibliography frpm a folder. Citation styles can be found within 'View > Citation Style'.

Mendeley and LaTeX

Mendeley has many helpful features for citing in LaTeX:

  • In 'Preferences' or 'Options', navigate to the BibTeX tab.
  • Ensure that 'Escape Special Characters' is selected.
  • You can also use journal abbreviations or set up Mendeley to sync a .bib file to a specific folder.
  • To copy .bib-formatted entries manually to paste into a .bib file (or into an online editor such as ShareLaTeX or Overleaf), first create a folder for your references.
    • Drag and drop relevant references into that folder.
    • Navigate to that folder, select one of the references, and then click CTRL+A (for PC/Linux users) or Command+A (for Mac users).
    • Right-click to pull up the menu and click 'Copy As > BibTeX entry'.
    • You can paste that text into your .bib file.
  • More information on citing in LaTeX is available on the Bib Your TeX guide.
A guide about the citation management and research social network tool Mendeley. Getting Started About Mendeley

Mendeley is a free desktop and cloud application that helps you manage your research. It is a reference manager with built in tools to help you read and annotate articles. It allows you to organize PDFs, other documents, and citations into folders and collaborate with other researchers. It backs up your research library and syncs to the web, and smart phone or tablet devices. It is also a social network for scholars across the globe with an online research library that you can use to discover research papers.

Overview, Sign Up & Download

After downloading and installing Mendeley Desktop, I recommend you install the MS Word Plugin and the Web Importer. Instructions for installing the plugin are on the Importing References and Web Importer pages of this guide as well as on Mendeley.com.

Mendeley Tutorial - Getting Started Getting Started with Mendeley Help Guides and Videos & Tutorials Help Guides Desktop, Web, iOS, Android, Citation Plugin, Groups, Private Groups, CSL Editor Videos & Tutorials
  • How to import your documents
  • How to organize your documents
  • How to generate citations
  • How to find articles quickly
  • How to remove duplicates
  • How to merge duplicates
  • How to create and use groups

There are many more videos available on YouTube:

Mendeley YouTube Channel Where to Get Help with Mendeley

There are lots of ways to get help from Mendeley. In fact, I've even tweeted to them and gotten assistance! The Support Forum is probably the best place to start. Search for your question in the search bar or browse the recent and frequent help topics.

Mendeley Support Forum Mendeley How-To Powerpoint Mendeley Powerpoint Details on how to use Mendeley, including screenshots CC License Creative Commons Importing References Methods for Importing Documents and Citations

You can add a reference citation to Mendeley in at least 5 ways. Here's how:

1. Drag and drop PDFs or other files from your computer directly into the All Documents folder of MY LIBRARY.

2. File > Add Files/Folder, then use your computer's Finder (Mac) or Browse box (PC) to search for your folder or documents.

3. Set up a Watch Folder. Go to Mendeley Desktop > Preferences > Watched Folders. Select the folder in your computer's hard drive that you want Mendeley to automatically import from. With a Watched Folder, any time you add a new file to it, such as a downloaded PDF, it will automatically upload to your Mendeley Library.

4. File > Add Entry Manually to type or paste your citation data into Mendeley Desktop.

Free Download Mendeley Software

5. File > Import to import data in various formats: BibTeX (*.bib), EndNoteXML (*.xml), RIS (*.ris), or Zotero Library (zotero.sqlite).

After importing, it is extremely important that you review and edit the metadata (title, author, etc.) for your entries. This will insure your Works Cited pages and Bibliographies are generated correctly. Be sure the Type (Journal Article, Book Section, etc.) is correct for the document or citation you are importing. If the Type fields do not include something that you need for a certain citation style, edit the Type template by going to Mendeley Desktop > Preferences > Document Details. Check the fields you want to appear on a certain Document type template. For example, you can add a 'Medium' field to the Journal Article Document Type so that you can comply with MLA style and add 'Print' or 'Web' as needed.

TIP: You can also import references from another citation manager. After exporting the data from your old citation manager, you can drag and drop the .xml file into your Mendeley Desktop.

Importing Documents into Your Library Importing from other Citation Management Software

EndNote

To import your EndNote library, you need to first export your references to an 'EndNote XML' file and then import that into Mendeley Desktop.

  1. In EndNote, select the references that you want to import into Mendeley Desktop, and click File > Export..
  2. In the window that appears, there is a box labeled 'Files of type:', in that box select 'XML (*.xml)'
  3. Choose a name for the file and click the 'Save' button
  4. Open Mendeley Desktop and click File > Add Files
  5. Select the file which you exported from EndNote and click Open


In addition to the EndNote XML format, you can also export references to Bibtex and RIS format in EndNote which Mendeley Desktop can also import. In EndNote select Edit > Output Styles > Open Style Manager. Check the 'Bibtex Export' and 'RefMan (RIS) Export' options in the list that appears then close the window. Then go to File > Export.. and select the 'Text File' type. In the box labeled Output Style, select either Bibtex Export or 'RefMan (RIS) Export'. In the filename field, enter a name ending in '.bib' for Bibtex or '.ris' for RIS export and click 'Save'.

Zotero

Software

Mendeley Desktop now supports importing your documents directly from Zotero. To do this, you'll need to install Mendeley Desktop onto the same computer as where you have Zotero installed.

  1. Once installed, open up Mendeley Desktop.
  2. Go to Tools > Options (or Mendeley Desktop > Preferences if you're on a Mac) and select the Zotero tab.
  3. Enable the checkbox for Zotero integration.
  4. Mendeley Desktop will attempt to automatically locate your Zotero database, however you can choose to use an alternate Zotero database if desired.

Once you've clicked Apply, all of your existing documents from Zotero will be imported into Mendeley Desktop, and any future items you add to Zotero should find their way into Mendeley Desktop automatically.

RefWorks

  1. Log into your RefWorks account.
  2. Go to References menu. Choose Export.
  3. Select Bibliographic Software as the export format and export all your references in .ris format.
    • Alternatively you can export in BibTeX format.
  4. To Import into Mendeley, open Mendeley Desktop
  5. Go to File > Add Files.. and select the file you exported from RefWorks
  6. Mendeley should import all the references automatically.

Please bear in mind this will not add your files to Mendeley Desktop, only the references. To add the PDF from RefWorks to Mendeley you will need to download them manually and add them to Mendeley.

Additional Guidance

For other citation managers, check the Mendeley Support page for information and assistance.

Mendeley Support Forum

If you're having trouble importing PDFs along with References, you could move all of your PDFs to a Mendeley Watch folder that you have set up, but you may need to merge (de-duplicate) all the citations or clean up the metadata (citation information).

Creating Works Cited / Bibliographies Install MS Word or OpenOffice Plugin

Microsoft Word

Once you download and install Mendeley Desktop to a computer, you can install the Microsoft Word Plugin. Open the Desktop, then click on Tools >Install MS Word Plugin. You may have to close and reopen Word for the install to be completed.

OpenOffice

If you use OpenOffice on a Linux or Windows machine, you should be able to install the plugin by downloading and installing Mendeley Desktop and then clicking Tools >Install OpenOffice Plugin in the program window. For more help, log onto Mendeley Web, click on Search, then Support, and use keywords to search for your troubleshooting topic.

Using the Plugin Generating Citations with the MS Word and Open Office Plug-ins (Mendeley Minute) Mac and Windows

Mac

Depending on your operating system, the MS Word Plugin will appear differently. If you are using Word for Mac, you will have a floating bar or an Add-in, depending on your version of Word (Pictured: Word 2016 for Mac):

Windows

If you are using Word on Windows, the Mendeley Plugin will be integrated in the Word Ribbon. Unfortunately it closely resembles the Built-in 'Insert Citation' tool in the Ribbon, so be careful to choose the 'Insert Citation' with the Mendeley icon on it (Pictured: Microsoft Word 2013):

Mendeley Web and Mobile Install and Use the Web Importer

The Web Importer is a bookmark that you can install in your toolbar to easily save citations that you find online. If you use the Chrome Browser, install the Mendeley Web Importer browser extension. If you use Firefox, Internet Explorer or Safari, simply drag Save to Mendeley to your 'Bookmarks' of 'Favorites' bar.

Web Importer

For more on how the Web Importer works, check out the video below.

Using the Mendeley Web Importer Mendeley Web Overview

Mendeley.com allows you to view and edit your Library in a layout that resembles the Desktop. It also offers much more. First, you should set up your profile. Click on your name in the top right corner to edit your information. Be sure to add your ORCID and Scopus Author IDs so that Mendeley can search for previous publications. If you already have been assigned a Scopus ID, you can integrate it with your ORCID ID. If you're a new author, consider registering with ORCID for a persistent digital identifier that is unique to you.

ORCID Scopus - Manage My Author Profile
  • Feed provides you with news and updates from your research network. It also features news from Mendeley.
  • Suggest is updated with other papers you might be interested in, related to what's in your library. You can save new article citations to your Library directly from this page.
  • Stats tracks how many times your publications have been viewed and cited. It also pulls in altmetrics from the web, such as mentions on news websites.
  • Groups allows you to view and create groups for project and research collaboration with colleagues. It also allows you to search for groups by discipline that you might like to join.
  • Data is a repository where you can upload and share your datasets. You can also browse to see what others have shared.
  • Search allows you to discover papers, people, groups, and support.
Mendeley Mobile

Mendeley now has an official mobile app. Download it from the links below for your mobile device.

Android iOS Tips & Tricks Searching for your tags

In addition to the fields you can search from the dropdown option in Mendeley Desktop, you can also search by tag. Simply type Tag:copyright, Tag:'information literacy' (put phrases in quotes), or Tag:[your tag] in the search box:

Your results will show in a single folder that you search or in the All Documents folder:

Organizing your hard drive files

Using the File Organizer, drag and drop the fields you want to appear in your Mendeley Desktop document files. I use Author and Year, but you may wish to also use the Title or the Journal. If you have multiple files by the same author in the same year, Mendeley will automatically number your files instead of overwriting them. If you do not like the hypen-separated default in your file names, check out the options on the dropdown menu on the right and see my example of underscore-separated file name structure in the Windows image below. The other options are comma or period separated values. You can also sort the folder's contents into subfolders. See the Windows image below.

Mac

From the Mendeley Desktop menu, click on Preferences>File Organizer.

Windows

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On a Windows computer, click Tools >Options >File Organizer.