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Citation Management Tools

This guide will help you learn how to use Endnote, Zotero, and Mendeley, three citation management tools that can help you keep your sources organized and generate citations.

Reading PDFs in Mendeley

If a PDF is available in Mendeley, you have two options to read a paper in Mendeley:

Option 1: Double-click on the reference title in your library which will open the attached PDF in Mendeley's document reader.

Option 2: Click the green checkmark icon for the reference under the File column next to the reference.

Option 3: After clicking on the reference title, click  in the information pop-up screen.

Annotating PDFs in Mendeley

You can read, search, highlight, and make comments on PDFs in Mendeley's PDF Reader. 

Key features in Mendeley's PDF reader:

  • Select Tool: Select text to copy and paste relevant text, or to apply highlighting.
  • Scroll/Pan Tool: Navigate around the document by clicking and dragging.
  • Highlight Tool: Select text with the Select Tool and click to highlight. Or highlight entire sections with the Highlight rectangle.
  • Adding notes: Click the "sticky note" icon and click its placement within the PDF. Add your comments. Click the icon again to read or edit your comments.
  • Color options: Change the color of your highlights or comments under the Color drop-down option.

For more notetaking options, click the  icon on the top right. A pop-up panel will appear with citation details. 

Click on 'Annotations' to add general notes about this specific PDF document. You can also view all comments in a list format.

'Notebook' is a separate note page where you can collect highlights and notes from multiple PDFs, allowing you to organize thoughts across different articles. Notebook pages aren't tied to a specific reference and allow you to add highlights from many PDFs to a single page.