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Mendeley Basics

A guide to the basic uses of the Mendeley citation manager.

Left Pane

  • You can see the organization of your library, including All References (everything in your library) & any Collections/Sub-Collections that you've created.
  • Below that, you can see any Private Groups that you've created or belong to.

.Detail fo Mendeley Reference manager, left panel

Mendeley Reference Manager

In the new version of the Mendeley Reference Manager, the Desktop and Web versions of Mendeley are the same, with a dropdown menu along the top and your library Groups on the left. Note the Sync button at the top right;your library will automatically sync when you open it, but you can also click the sync icon to synchronize your Desktop & Web libraries whenever you wish.

Image of Mendeley Reference Manager library

Dropdown Menus

Mendeley provides these tools to help you with your library.

File:  Export All lets you export your library in 3 formats:  BibTex, EndNote XML, RIS

Edit: Cut, Copy, Paste, Select All

Tools:  Install Mendeley Web Importer, Install Mendeley Cite for Microsoft Word, Search for Articles Online

Help:  Give Feedback, Get Support, Terms & Conditions, Privacy Policy, Reset Reference Manager

Center Pane

The center pane displays your references. You can mark individual references as Read or Unread or Favorite by using the radio button & star icons to the left.

Image of center panel of Mendeley Reference Manager


Right Pane

The right panel appears when you click on a reference.

  • On the Info tab, you can see each part of each record & add tags & documents. 
  • Add your own notes on the Annotations tab.
  • The Notebook tab lets you combine several items together to write notes that apply to all.
  • Tags are your own search term.
  • Files: where PDFs & other document types are added & stored.

Image of Mendeley Reference Manager, right panel, top half, including READ buttonImage of Mendeley Reference Manager, right panel, bottom half