Library:Citation Management/Mendeley Organizing

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Organizing

Articles can be organized and managed from the Library view in a couple different ways. Clicking the shadowed star beside an article will highlight the star in yellow, and add the article to the Favourites folder (clicking the star again will remove it). The green dot to the left of an article means an article has not been read yet; this is the default setting for new articles added to the library. After an article has been opened, the green dot will disappear (it can be toggled between ‘read’ and ‘unread’ by clicking the dot). The library can be organized by favourites, read/unread, attachment, author name, title, etc. by clicking the respective heading at the top of the library.The Mendeley Library can be accessed and managed entirely online, by logging into the account on the Mendeley website. If changes are made or articles are added to the library, the Sync Library on the taskbar of Mendeley Desktop will synchronize the contents to the most up-to-date library. This is useful if references are managed from several computers.

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Filter

On the left pane, below the My Library window, is a Filter button Mendeley filter.jpg, which opens a filter window that allows the library to be filtered by Author’s Keywords, Author, Tags, and Publications (Journal).

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Similar items (Authors, Tags, etc.) can be merged to a single desired entry. For example if the tags ‘Methods’ and ‘Steps’ are being used synonymously, ‘Steps’ can be replaced in all instances by dragging the ‘Steps’ tag into the ‘Methods’ tag within the ‘Filter by…’ window. Mendeley will ask for confirmation before renaming the tag. This is also useful when Authors have been entered slightly differently (i.e. First name or first initial).

Tags and Keywords

In the Details tab, Tags and Keywords can be added to an article. Keywords are often imported with the article data (if the journal requires article keywords), and often contain what the article is about. Tags are often customized by the user for describing how the article is useful or how it should be organized (e.g. Thesis, term 1 assignment, research methods). Tags and keywords should be separated by a semicolon (;). The library can be sorted by tags and keywords to organize articles.

PDF Annotation Tools

When an article is open the library toolbar changes to an article-specific toolbar, with the following tools:

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Pan: the typical .pdf hand-grabbing cursor tool for navigating the page.

Select Text (Ctrl+T) and Select Rectangle (Ctrl+Shift+R): Allows adjacent text or all text within a rectangle to be selected using the cursor. Useful for copying and pasting.

Annotation: Highlight Text (Ctrl+Shift+H) and Highlight Rectangle: Annotates the article with a yellow highlight by dragging the cursor over the desired text. Highlighting the same text several times darkens the highlight tone. Highlights can be removed by right-clicking the highlighted text > Remove Highlight. Highlight rectangle creates a yellow highlighted region using the cursor by dragging the corners of the rectangle over a portion of the document. Highlight annotations remain on the article after it is closed. The annotations are not available if the .pdf is opened externally; only when it is opened within Mendeley. However, using the "Share" button in the PDF view will allow you to export and send a copy of the PDF with or without the annotations.

Add Note: Allows an annotated note to be added into the document, where text can be recorded, at any location within the document. The note records whoever typed the note (in case resources are being shared), as well as the date and time of the note. The note can be moved by clicking and dragging the note icon next to the text. Clicking this icon once will minimize the note.

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Notes are also displayed under the ‘Notes’ tab, to the right of the document. By clicking the note in this area (shown in yellow below), you can bring up the document location where the note was placed.

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The ‘Notes’ tab also has an area where general notes regarding the entire article can be recorded. Like highlights, notes are not preserved if the article is opened externally. Notes can be removed by right-clicking the note icon > Remove Note.

Copy (Ctrl+C) and Paste (Ctrl+V): For copying and pasting. Can copy text from the article and can paste text into notes.

Rotate Left, Rotate Right, Zoom Out, Zoom In, and Fullscreen: Tools for viewing the .pdf within Mendeley.

E-Mail Document: Allows document to be sent to an email or a Mendeley contact (including or not including annotated highlights and notes).

Sync Library: Synchronizes the library with the online account. This is useful if references are managed from several computers.

Folders: Folders can be created within the library to further organize references (e.g. by project or section). While in library mode, folders can be created by clicking the Create Folder button on the taskbar or the Create Folder… listing at the bottom of the My Library section. After creating a folder it can be given a new title. Articles can be dragged and dropped into the desired folder from the All Documents folder. Articles can be located in multiple folders and when a folder is removed (by clicking the folder, then clicking the Remove Folder button on the taskbar, or right-click> Remove Folder), the articles within the folder are not removed from the library. An article can be removed from a folder by right-clicking the article > Remove from Collection.