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Mendeley - Manage and Share your Research: Organizing References

A quick guide on how to use Mendeley to keep track of your research, to quickly and easily cite while writing and how to share your research.

Organizing Your References

Mendeley offers many ways to organize your research in addition to creating folders and sub-folders

  • Search your Mendeley Library
  • Create and tag notes about items; and
  • Remove duplicates in your Mendeley Library

This video may help clarify what Mendeley can do when it comes to organizing your references.

Organizing Your References

Right click anywhere in the left hand pane to create folders and sub-folders. You can drag and drop files into folders from anywhere. You can also click on the Create Folder option to create new folders to organise your references

Tip: We recommend starting with search to help find things fast. The real usefulness of folders is for reducing the scope of your search.

Search for a keyword in the top right to find documents instantly as you type. The search includes global notes and tags by default and you can filter specifically by clicking the filter arrow. If a PDF has been attached to the reference, Mendeley will index the contents of the PDF and search within the PDF.

You can select a document and add tags in the right hand details pane and then search for tag names to find a group of documents easily.

Tags work much the same as folders, with the key differences being that it’s easier to add lots of tags to a document than it is to drag it into several folder.

The built-in PDF viewer allows multiple open documents, highlighting, post-it-like note taking and more.

Open a document in the PDF viewer

Click the PDF icon or double click to open a document in the viewer. We've listed icons that you will come across below (no icon means no full-text is available).

Make your first note

Click on the Note button and click anywhere in the document to make your first note. These are useful for making quick notes as you read a paper and can be placed anywhere on the document. You can also use the highlight option to highlight text that are important.

You can make more detailed notes in the toolbar on the right panel, which is searchable.


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