By SN Sharma
Step-by-step guide on how to use Mendeley for citation and bibliography generation โ from setting it up to seamlessly inserting references into your work.

1. Install and Set Up Mendeley
- Download: Go to https://www.mendeley.com and download Mendeley Reference Manager.
- Create an Account: Sign up (or log in) with your email.
- Install Citation Plugin:
- For Microsoft Word: In Mendeley Reference Manager, go to Tools โ Install Mendeley Cite for Microsoft Word.
- Alternatively, install Mendeley Cite as an add-in from Microsoft Office Add-ins store.
2. Add References to Your Library
You can add references in multiple ways:
- Manual Entry: Click Add New โ Add Entry Manually, then fill in details like Author, Title, Year, Publisher, DOI, etc.
- Import PDF: Drag and drop a PDF; Mendeley will extract metadata.
- Import from Databases:
- Use Mendeley Web Importer (a browser extension) to capture references from Google Scholar, PubMed, ScienceDirect, etc.
- Import RIS/BibTeX files: If you have downloaded citations in RIS or BibTeX format, go to File โ Import.
3. Organize Your References
- Folders/Collections: Group references by topic, project, or paper.
- Tags: Add keywords for easy searching.
- Annotations: Open PDFs inside Mendeley to highlight text and add notes.
4. Insert Citations in Word or Google Docs
- In Word (Mendeley Cite):
- Open your document.
- Go to the References tab โ click Mendeley Cite (or open it from the Add-ins menu).
- Search for the reference you want โ click Insert Citation.
- Mendeley will insert the citation in your chosen style.
- In Google Docs: Mendeley doesnโt directly integrate, but you can:
- Use Mendeley Cite in Word and then paste into Google Docs, OR
- Export citations as plain text from Mendeley and paste.
5. Generate a Bibliography
- In Word with Mendeley Cite:
- Place the cursor where you want the bibliography.
- Click Insert Bibliography in Mendeley Cite.
- It will auto-generate based on all citations in the document.
- Bibliography will update automatically when you add or remove citations.
6. Choose and Change Citation Styles
- In Mendeley Cite, click Citation Style to select from formats like:
- APA, MLA, Chicago, Harvard, IEEE, etc.
- If you canโt find your required style:
- Go to https://csl.mendeley.com to download extra styles.
- Install them into Mendeley Reference Manager.
7. Export References
If you need to share or move your references:
- File โ Export โ choose RIS, BibTeX, or EndNote XML format.
8. Tips for Smooth Use
- Keep your library synced to the cloud so you can access it on multiple devices.
- Double-check imported data for accuracy โ automated extraction sometimes misreads author names or titles.
- Backup your library (File โ Export Library) regularly.
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Summary:
Mendeley acts as both a reference manager and citation generator. You simply add your references to the library, insert them into your writing via Mendeley Cite, and let it auto-generate and format citations and bibliographies in your chosen style โ saving you hours of manual formatting.
References
Dehalwar, K., & Sharma, S. N. (2023).ย Fundamentals of research writing and uses of research methodologies. Edupedia Publications Pvt Ltd.
Dehalwar, K. S. S. N., & Sharma, S. N. (2024). Exploring the distinctions between quantitative and qualitative research methods.ย Think India Journal,ย 27(1), 7-15.
Elston, D. M. (2019). Mendeley.ย Journal of the American Academy of Dermatology,ย 81(5), 1071.
Holt Zaugg, Richard E. West, Isaku Tateishi, Daniel L. Randall. (2011). Mendeley: Creating communities of scholarly inquiry through research collaboration.
Jain, S., Dehalwar, K., & Sharma, S. N. (2024). Explanation of Delphi research method and expert opinion surveys.ย Think India,ย 27(4), 37-48.
Kratochvรญl, J. (2017). Comparison of the accuracy of bibliographical references generated for medical citation styles by EndNote, Mendeley, RefWorks and Zotero.ย The Journal of Academic Librarianship,ย 43(1), 57-66.
MacMillan, D. (2012). Mendeley: teaching scholarly communication and collaboration through social networking.ย Library Management,ย 33(8/9), 561-569.
Reiswig, J. (2010). Mendeley.ย Journal of the Medical Library Association: JMLA,ย 98(2), 193.
Sharma, S. N., & Dehalwar, K. (2025). A Systematic Literature Review of Transit-Oriented Development to Assess Its Role in Economic Development of City.ย Transportation in Developing Economies,ย 11(2), 23.
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