Mendeley Made Simple: The Complete Practical Course for Postgraduate Students, Researchers and Academics

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Mendeley Made Simple: The Complete Practical Course for Postgraduate Students, Researchers and Academics

By Dr. Chandus Categories: ACADEMIA
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About Course

Are your research papers scattered across your laptop, downloads folder and browser bookmarks? Do you sometimes struggle to remember where you saved an article, correct incomplete reference details or format citations while writing? Managing references can become frustrating, especially when you are working on a dissertation, thesis, or journal manuscript.

Mendeley can help you keep your research references organized, read and annotate PDF papers, and insert citations and bibliographies in Microsoft Word. In this course, I will take you through the key steps using practical demonstrations, so you can build a reference management workflow that supports your research.

About the facilitator

Dr Echi-Williams Chinedu Barbara is a public health physician, university lecturer, researcher and postgraduate supervisor. Her work includes teaching and supporting postgraduate research, with a focus on maternal, child and reproductive health. She is also a Mendeley Advisor and is passionate about helping students and researchers develop practical skills for academic work.

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What Will You Learn?

  • Understand what Mendeley is and how Reference Manager, Web Importer and Mendeley Cite fit into the research process.
  • Create or access your Mendeley account and set up the tools needed for the course.
  • Add references using PDF files, Web Importer, database export files, DOI or PMID lookup, and manual entry.
  • Organise references using collections, tags, search and filters.
  • Check and correct reference metadata, and reduce avoidable duplicate records.
  • Read and annotate PDF articles using highlights, notes and the available Notebook workflow covered in the training.
  • Use Mendeley Cite in Microsoft Word to insert single or multiple citations.
  • Generate a bibliography and change citation styles.
  • Understand the collaboration features covered in the course, including groups and sharing.
  • Apply Mendeley to the literature and reference management needs of a dissertation, thesis or journal manuscript.

Course Content

MODULE 1 : Introduction: Understanding Mendeley
• What Mendeley is and its role in academic research. • The Mendeley ecosystem: Reference Manager, Web Importer and Mendeley Cite. • Where reference management fits into the research process.

  • Module 1 Workbook

Module 2: Getting Started and Installations
• Course setup and learning outcomes. • Signing in and accessing the Mendeley library. • Installing or accessing Mendeley Reference Manager. • Installing Mendeley Cite for Microsoft Word. • Installing the Web Importer. • Module checkpoint.

Module 3: Building, Organising and Managing Your Reference Library
• Understanding the library layout, All References, Collections, Groups, Search and Filters. • Adding references through Web Importer, PDF import, database files, DOI or PMID lookup, and manual entry. • Attaching a PDF to an existing reference to help avoid duplicates. • Creating custom and smart collections. • Checking metadata and correcting reference details. • Using tags, search and filters. • Adding one or multiple references to collections. • Practical task: import 5 to 10 references, create a collection and check metadata for at least three references.

Module 4: Reading and Annotating Research Papers
• Using the PDF reader and working with document tabs. • Highlighting findings, definitions and methodological points. • Adding annotations and sticky notes. • Using the Notebook workflow presented in the course. • Applying annotations to a literature review example. • Offline reading and module checkpoint.

Module 5: Citing with Mendeley Cite in Microsoft Word
• Opening and using the Mendeley Cite add-in. • Inserting citations into a Word document. • Searching for references and inserting multiple citations. • Generating a bibliography. • Updating citations from the Mendeley library. • Selecting and changing citation styles. • Practical task: write a short paragraph, insert three citations, generate a bibliography and change the style. • Checking the quality of the final reference list.

Module 6: Collaboration
• Understanding the group features covered in the training. • Adding references to groups. • Sharing PDFs and annotations where supported. • Managing members and invitations.

Module 7: Applying Mendeley to Your Research
• Using Mendeley while developing Chapter One, including background, problem statement, justification and research questions. • Organising literature for Chapter Two using a structured literature review approach. • Managing sources for Chapter Three, including study design, methods, measurement tools and definitions. • Using Mendeley when preparing journal manuscripts, including the introduction, methods, discussion and references.

Module 8: Applying Mendeley to Your Research
• Using Mendeley while developing Chapter One, including background, problem statement, justification and research questions. • Organising literature for Chapter Two using a structured literature review approach. • Managing sources for Chapter Three, including study design, methods, measurement tools and definitions. • Using Mendeley when preparing journal manuscripts, including the introduction, methods, discussion and references.

Bonus resources: Research discovery
• Using the research discovery resources presented in the training. • Exploring Mendeley Search or Web Catalog and article information. • Reviewing article statistics, keywords and recommendation features where available.

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