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This guide helps you step by step use Mendeley to manage your sources/references easily.

Edit References

Not all the added references have all the essential information related to them (aka metadata). It is recommended that you double-check every entry.


A. Editing

Click on the record in the main document window. The referencing information for that document will then be displayed in the details pane on the right.

Edit Reference


In the details pane, click inside the field you want to edit, fill-in all necessary information, then move to another field or close the edit pane.

B. Adding Notes to a Reference

If you want to add critical appraisal notes, annotations, date of access, and others relevant information to a reference:

1. Select the reference and go to the Notes pane on the right.

2. Type in your notes. They are automatically saved.

3. To annotate the PDF, click on the icon on the right of the entry. The PDF will open, as well as the Notebook and Annotations tab.

Annotate PDF

If you have added notes within the PDF (referred to as Private Annotations), you can also see them here. You can click on the PDF notes to navigate to the relevant sections in the PDF.