Content
1. Gain access to Mendeley Institutional account
Mendeley Institutional Edition offers premium user features:
- Additional storage: 100 GB of personal library storage space, and another 100GB of shared library storage space
- Unlimited number of private groups with up to 100 members in each group
Joining the Mendeley Institutional Edition (a free service to all Technion community) is automatic when you access your account from a Technion IP address or by VPN connection.
It remains valid for 12 months after the last login from a Technion IP or by VPN.
More information about VPN service find here.
If you create your account while you are on campus and have a Technion IP address, go to Mendeley website (mendeley.com). You will automatically be identified as a Technion member and will be able to use the Institutional Edition.
On the Mendeley website click on Create account in the top menu.
By clicking ‘Finish’ you will agree to the terms of use.
This account you can also use it to sign in to other Elsevier services including Science Direct or Scopus.
If you already have an Elsevier account, e.g. for Science Direct or Scopus, you can use this to sign in to Mendeley Desktop and mendeley.com.
To upgrade an existing free Mendeley account, sign-in to your Mendeley account from a Technion IP address or by VPN connection.
2. Start using Mendeley
To start using Mendeley you should create an account and download the desktop program to your computer.
- Create an account (free or institutional).
- Download the desktop program.
- Install the web importer.
To create new Mendeley account, go to the Mendeley website and click ‘Create a free account’.
Firstly enter your email, then fill in the required fields (first and last name, password) and click ‘Get Started’.
You can use your Technion email or a different email (Gmail, Yahoo and others).
Complete your profile by selecting your field of study and academic status (optionally).
By clicking ‘Finish’ you will agree to the terms of use.
You can also log into Mendeley using the same credentials that you use for other Elsevier services, such as Scopus or ScienceDirect.
To gain access to Mendeley Institutional account, please click the link: Gain access to Mendeley Institutional account
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Immediately after creating new account you will be able to download Mendeley Desktop.
Click ‘Get Reference Manager’ in the Mendeley website and then click ‘Download Mendeley Desktop’:
Then follow the instructions on screen.
Mendeley Web Importer browser extension is available for Firefox and Chrome browsers.
Mendeley Extension is compatible with the most popular Technion Databases: Engineering Village (Compendex, Inspec, NTIS), Google Scholar, Scopus, Web of Science, PubMed and more.
To ‘grab’ the reference/s from the result’s page (or journal / publisher website), click on the ‘Mendeley Extension’ button on your browser’s toolbar:
In the pop-up box select ‘All’ or choose one reference from the list that you want to import, choose a folder to store it and click ‘Save’.
If a PDF copy of the paper is available an icon appears next to the reference and the PDF may be imported with the references.
The option to include the PDFs is available for references with free or Technion access.
The next time you will sync the Mendeley Desktop, saved references will appear in the ‘Recently Added’ folder or in folder you’ve chosen to store.
To add references manually, click ‘Add Files’ button on the in the upper-left corner of the interface and from the drop-down list select ‘Add Entry Manually’:
A pop-up window will appear. Select the type of material you wish to add (e.g. book, book section, document, journal article, etc.), fill in metadata fields and click ‘Save’:
Drag and Drop
Individual PDFs or folders can also be dragged from your computer into your Mendeley Desktop. Mendeley will try to automatically extract the citation information. Verify that the information is accurate and full. Missing details can be added manually by typing them in the relevant fields:
Add Files / Folder
- Proquest Databases
- SciFinder
- Patbase Express
Proquest Databases
Firefox
During the download, select ‘Open File’ option to export it directly to your Mendeley Desktop.
Saved articles will appear in the ‘Recently Added’ folder.
Chrome
Choose ‘Show in folder’ option by right-click on the Download manager at the bottom of the screen:
Drug relevant file from download’s folder into your Mendeley Desktop.
SciFinder
Firefox
During the download, select ‘Open File’ option to export it directly to your Mendeley Desktop.
Saved articles will appear in the ‘Recently Added’ folder.
Chrome
Choose ‘Show in folder’ option by right-click on the Download manager at the bottom of the screen:
Patbase Express
Firefox
During the download, select ‘Open File’ option to export it directly to your Mendeley Desktop.
Saved articles will appear in the ‘Recently Added’ folder.
Chrome
Choose ‘Show in folder’ option by right-click on the Download manager at the bottom of the screen:
Drug relevant file from download’s folder into your Mendeley Desktop.
multiple references
If there are multiple references, add them one by one to the folder:
Then go to ‘Folder View’ and mark each reference you wish to export and click ‘Export”.
Firefox
A pop-up window will appear. Select ‘RIS’ from the list and click ‘Save’.
During the download, select ‘Open File’ option to export it directly to your Mendeley Desktop.
Saved articles will appear in the ‘Recently Added’ folder.
Chrome
Choose ‘Show in folder’ option by right-click on the Download manager at the bottom of the screen:
Drug relevant file from download’s folder into your Mendeley Desktop.
single reference
To save one reference, click a Mendeley logo on the left side:
4. Organizing Mendeley library
To organize your references, use folders and sub-folders.
To create a folder, click on the ‘Folders’ button to the top left of the screen (or right click in the left pane of the desktop) and create a title for the new folder.
To create a sub-folders stay on the folder that you want a sub-folder in, click on the ‘Folders’ button (or right click in the left pane of the desktop) and create title for the new sub-folder.
To add references to the new folder / sub-folder, drag them from the ‘Recently Added’ folder:
References can be put in more than one folder.
Tags
To organize your references you can assign tags.
To add tag / tags to the reference you’ve added to your Mendeley desktop, click on the field ‘Tags’ on the pane of record’s details:
To find all articles with a particular tag, select ‘Filter by My Tags’ from the drop-down list to the bottom left of the screen and click the appropriate tag:
Some references you’ve added to your Mendeley desktop can come with tags already.
Favorites
Use star icon to mark favorite documents:
Read / Unread
Mark documents as read or unread using the green circle:
To change view of references (middle pane) to citation view, click on the ‘View’ button on the Menu Bar and in the drop down menu select ‘Library as Citations’:
To change style of citation, select ‘Citation Style’ and choose an appropriate style in this ‘View’ drop down menu:
To sort references by type of document indicator (.pdf, MS Word, etc.), authors, title, year, publication or date added to Mendeley Desktop, click on any of these headers:
To add / change details for a special record, click on the particular field on the ‘Details’ tab:
To attach a PDF file to its metadata, scroll down to the field ‘Files’, click on ‘Add File’, navigate to the folder where the PDF is stored, select the document and click ‘Open’.
To check where Mendeley has saved a PDF file on your computer, right mouse click on a pdf and select ‘Open Containing Folder’:
Once PDFs have been added to your Mendeley Desktop, you can click the PDF icon or double-click on the reference to read, highlight and annotate attached documents. The PDF will be opened by the PDF viewer in a separate tab:
Your annotations can be viewed in the ‘Notes’ tab, next to the ‘Details’ tab on the right pane:
To share a PDF file with annotations and notes, click the ‘Share’ button:
5. Create citations and bibliography
To insert citations to a paper and to create a bibliography, you will need to install a citation plug-in. To install a citation plug-in, click ‘Install MS Word Plug In’ from ‘Tools’ menu:
A pop up menu will appear indicating successful installation. Click ‘Ok’ and open your MS Word document:
The Mendeley Cite-O-Matic plug-in will appear in the ‘References’ tab in the Word toolbar:
To insert a citation, place the cursor where you want the citation in the document and click ‘Insert Citation’.
In the appeared search window, start to enter a search term to bring up the citation you need:
Or (advanced) click ‘Go to Mendeley’ in the appeared window and select one or more references from the list. Then click ‘Cite’:
To create bibliography, click the ‘Insert Bibliography’ button in the end of the document.
New citations will be added automatically to the created list.
To change bibliographic styles, go to ‘Styles’ in the Mendeley toolbar and choose a bibliographic style from the style dropdown list.
More Styles
To download more styles to your Word list of styles, click on ‘More styles’:
In the appeared window search for the style you need and download it:
Edit Related Style
6. Troubleshooting
When you fail to sign-in into Mendeley with your username and password or when you notice that your Mendeley desktop is not synchronized with your online account, maybe clearing your browser’s cookies will help. You can use this guide which explains how to clear your browser’s cookies and contact us for any further assistance if needed.
While it’s very easy to import bibliography of articles from databases, Google Scholar, the publisher’s websites or by using the PDF files (drag & drop), the import of books and book sections details is not always intuitive. In order to make the import you can add references manually or use one of theses two options:
Library Search System (EDS)
You can use the Technion Library’s search engine in order to obtain books and book sections and save data by creating file in RIS format.
You can use other catalogs as well, especially when the library’s search engines failed to retrieve the desired item. In such case it is most recommended to use an international library catalog such as Worldcat.
As well you can Import details from the publisher’s website (excellent for book chapters).
Go to the publisher’s website and find your book version. Then, click on the web importer and it will be delivered to your Mendeley account as a book bibliography. If the material is an ebook, Mendeley should identify the different chapters, which may help your citation to be more accurate.