A revolutionary optimist and expert procrastinator, Minka Stoyanova subscribes to Wheaton’s Law, believes that brie and red wine will solve most of life’s problems and likes to pretend she is working towards a PhD at City University of Hong Kong’s School of Creative Media.

WHAT’S WRONG WITH MENDELEY — and how to get around it.

Mendeley is by far the best research management tool I have found to date, however there are some aspects of its complete research suite that some users might find challenging.

THE CONS

PDFs

Everything I have mentioned works best for pdfs and can have limited or no functionality for other file types. This means that users might have to convert documents, particularly e-reader formats to pdf in order to reap the full benefits of Mendeley (I find Adobe Acrobat and Calibre to be powerful conversion tools).  

OCR

Additionally, Mendeley has no integrated OCR functionality, so image pdfs (such as scanned book chapters) should be run through an OCR tool (like Adobe Acrobat) before being added to the Mendeley library or the document content will likely not be catalogued by Mendeley’s crawlers.  

DUPLICATION

If users want direct access (i.e. not through Mendeley) to their files through cloud servers, but also want Mendeley on any one of their devices to import documents via the “watch folder,” duplicate documents will be created in the Mendeley database.  This is because each device recognizes the new content in the watch folder as new, to that device — and thus adds the content to the Mendeley library. As a fix for this, Mendeley does include a powerful tool for merging duplicate documents, but some users might find the process annoying and/or time consuming.  

SYNC

Sync, sync, and sync again.  Mendeley only automatically syncs libraries upon opening the application. Thus, if one is apt to regularly switch between devices it is prudent to regularly sync Mendeley’s library manually – or at least to do so at the end of each Mendeley session.  

ANNOTATIONS

The greatest complaint I have regarding Mendeley’s functionality is that annotations made within the body of the text (sticky notes) are not included in the document “notes” section and thus are not included in Mendeley’s search function.  These annotations can be exported along with the highlighted text and attached to the document through the Mendeley library, but this does create an extra (and seemingly unnecessary) step in the reading-to-access workflow.

FINALLY…

Despite its small annoyances, Mendeley’s integration of robust library features and e-reading capabilities make it a solid option for researchers looking to pull together many different perspectives and to discover the nuanced connections that can emerge from a large body of text.  

[see you at the beach]

A revolutionary optimist and expert procrastinator, Minka Stoyanova subscribes to Wheaton’s Law, believes that brie and red wine will solve most of life’s problems and likes to pretend she is working towards a PhD at City University of Hong Kong’s School of Creative Media.

Last time on Minka Talks About Mendeley…

I suggested what I believe to be the two greatest challenges facing academic researchers:

1.  Going Digital: Freeing oneself from the paper prison..

2.  Actually Knowing Things.

MENDELEY THE LIBRARY INTERFACE

When I first encountered Mendeley upon starting my PhD, I was immediately excited by its potential to overcome both of these challenges.  However, at that time, it’s lack of a mobile application (for Android) forestalled its ability to truly allow me to “go digital” — as I believe reading is an activity best completed away from one’s desk. But, even without on-the-go reading support, Mendeley’s library interface proved a powerful tool towards solving the second academic challenge: knowing (or more correctly — remembering).

Mendeley’s library interface is not unlike its similar open source alternative Calibre. Though, the design is (in my opinion) a bit more clean and academic.

[I don’t need no stinking hearts!! wait, maybe I do]

Furthermore, I find the interface and the functionality to be more intuitive in Mendeley than in Calibre. Thus, while Calibre’s large library of open source expansions/plugins probably make it the more powerful digital library, Mendeley’s ease of use and ease of setup makes it the superior library manager for me. After all, time spent learning software is time not spent reading papers!

[Because even academics need time for the beach]

[Calibre is still a powerful conversion and publishing tool, and is the most convenient way to strip DRM and convert proprietary reader formats to alternative formats… if I were to do such things — DRM Buster, pirate ship]

Another key feature of Mendeley’s library is that Mendeley allows users to attach external documents to their original documents.  In this way, notes exported from other readers, external notes documents as well as other papers or reviews can be associated with a given library document. Thus, each document in a Mendeley library can encapsulate and make accessible the entire milieu of personal research a user has completed around a given text.  

In support of my personal research methodology however, Mendeley’s real potential arises from the powerful integration of three basic library features. The three features behind Mendeley’s power are: watch folders, flexible organization options, and its comprehensive and powerful search tool.

[all of the world’s knowledge at my fingertips; itty bitty interface!]

WATCH FOLDER

Mendeley’s watch folder function streamlines the research process by automatically importing and analyzing new files. Once a user sets up a watch folder (which can be any folder(s) on the user’s computer), any documents added to that folder are detected and automatically imported into the Mendeley library. Thus, when I am collecting research texts, I need only dump them in a single (completely unordered) folder and they automatically appear in my Mendeley library.

ORGANIZATIONAL FLEXIBILITY

This functionality merges perfectly with Mendeley’s second great library feature, its organizational flexibility. Mendeley allows users to organize their content in a variety of ways including: by tags, in folders, or through citation data or other document metadata. Mendeley’s approach to documents as database objects — which allows objects to hold multiple tags or appear in multiple folders/subfolders — empowers users to rapidly create nuanced lists of subject-specific content without having to build completely new and cumbersome operating-system-based file plans.

[I just spent all week organizing my documents — I am totally ready to research now!]

POWERFUL SEARCH FUNCTION

While the ability to create flexible file systems is likely the most basic function of any library application, Mendeley’s powerful internal search engine provides the real functionality that makes the organizational system shine. Mendeley searches access all of documents’ metadata (citation information) as well as text content, and user notes. As a result, a simple keyword search within one’s own library can quickly create highly nuanced document lists that reveal not only connections within the document’s content but also within the user’s notes on those documents. This kind of search tool — that goes deep into the content of the documents as well as any notes or other documents attached to them — allows users to make the kind of cross-document, cross-authorial connections that would normally require an extremely deep understanding of a large number of scholars and texts. 

[I require all the papers that are about referencing underwater basket weaving … ven diagram!]

[Thus, Mendeley is basically my brain.]

[crystal ball: Oh great Mendeley… tell me what I thought in 2012]

MENDELEY, THE E-READER

All of the above-mentioned functionality had already made Mendeley an important part of my research system before June of this year. But, despite my regular use of Mendeley’s library function, I was still anxiously awaiting the release of their Android mobile application. The desktop e-reader is a solid interface with a simple but effective system for note-taking, highlighting, and annotating texts. However, without the ability to read on-the-go, Mendeley was never going to liberate me from my paper prison.

[so many books!!! schlepping]

I am happy to report that, despite its somewhat delayed release, Mendeley’s mobile app is everything I expected and then some.  All of the functionality from the desktop version seems to have been replicated in the mobile version with the added benefit of downloading only those documents which you are actively working on — thus protecting the limited resource of device memory while also allowing academics to have access to all of their documents. Downloaded texts can be read on or offline and changes made will be synced to the cloud once Internet connectivity is again available.  

By combining a strong a library and citation managing tool with an e-reader Mendeley makes itself a one-stop-shop for my research needs.

In the next instalment though, I will discuss the things I don’t like about Mendeley and some workarounds I have come up with for these challenges.

A revolutionary optimist and expert procrastinator, Minka Stoyanova subscribes to Wheaton’s Law, believes that brie and red wine will solve most of life’s problems and likes to pretend she is working towards a PhD at City University of Hong Kong’s School of Creative Media.

WHAT IS MENDELEY?

                                                                                                           [Mendeley is all of the things, Mendeley is my brain]

Mendeley is a research management/digital library software package. Although the library can manage a variety of media types, Mendeley’s strengths lie in its text-based-content manipulation. The software package includes a reference manager (a la refworks, or Word’s embedded citation manager), a digital library interface (like Calibre), an e-reading application (similar to Kindle Reader, Adobe Reader, Preview, Google Books etc), and a collaboration tool which allows researchers to share documents and view each other’s notes. It also includes web-based social functions such as the creation of profiles, much like Academia.edu.

Documents imported into the Mendeley library are also backed up to cloud servers along with any notes, highlights and annotations. These documents are synced to the cloud and available across computers/devices.

Mendeley is not necessarily the superior option for any one of these functions, but its ability to integrate all of these functions into one software experience makes it a flexible and streamlined option, wherein researchers are able to pick and choose the functions that best suit their research styles, creating an ideal research management tool.

I don’t use all of Mendeley’s features. For instance, I have never used Mendeley’s social or collaboration tools, though I can see why they would be useful for group-work situations. I also rarely use Mendeley as a reference/citation manager as I do most of my writing in Google Docs. Google Docs does not (directly) support Mendeley citations and while there are workarounds available to use Mendeley’s citation engine in non-supported word processors, I am lazy and create my citations in the old-fashioned way.

In the few cases where I have used Mendeley as a citation manager, I have found it intuitive and powerful. It creates citations and bibliographies in an impressive number of journal-specific/general styles with tight integration for Word, LibreOffice, and BibTex.

For me, Mendeley’s most powerful functionality is in the integration of a solid library interface and a solid e-reading application as this combination solves the two greatest challenges facing academic researchers:

1.  Going Digital: Freeing oneself from the paper prison…

2.  Actually Knowing Things

In the next two posts, I will review Mendeley’s functionality as a Library Interface and as an E-Reader.  Finally, I will review discuss some of the cons of a move to Mendeley and suggestions to get around them.