Prior to inserting citations, check for duplicate references in your library (see 'Removing Duplicates' for instructions).
Open your Word document. Place your cursor where you would like to insert the citation.
- Windows: Select the References tab, then choose Insert Citation from the Mendeley Cite-O-Matic panel.
- Mac: Select the scroll icon, then Mendeley > Insert or Edit Citation. Alternatively, select View > Toolbars > Mendeley Toolbar. The floating Mendeley tool bar will appear; select Insert or Edit Citation from this toolbar.
Insert citation in Microsoft Word for Windows
In the box that appears, enter text (author's last name, year, title, keyword, etc.) to search for references in your library. Select a reference, then either search for additional references or click OK.
You can also search for references from within your Mendeley library by clicking Go to Mendeley. In Mendeley Desktop, highlight the references that you wish to insert. To highlight multiple references, hold down the Ctrl or Command keys while you click on references.
Once you have selected your references, click the Cite button (Windows) (Mac) in the toolbar along the top. The selected references will be inserted into your document.
Mendeley citation editor
We recommend establishing the Citation Settings first and then adding the actual in-text information.
Click the In-Text Citation tab.
By default, your in-text citation formatting will be created for references that are in a single language. You have the option to add additional language formats if your in-text citations will have references in more than one language). To create an output style that supports multiple languages, click here to learn about adding alternate languages.
Under Reference Type, select Generic.
You only define the citation format for the Generic Reference Type. This definition will be used for all reference types.
The Fields for this type box shows all the fields available for the Reference Type, Generic.
Select and move the fields you need (for example: for an author/date citation, you would select the Authors, Primary field and click the right arrow icon to move it to the Output Field Order box, then you would select the Pub Year field and click the right arrow to move it over as well).
In the Output Field Order box, select a field and look at the FieldSettings to the right of the window. The FieldSettings change to guide you through the defining process. The first group of settings, Field Settings, is fairly consistent for each type of field. You also designate in the Field Settings when that particular field should print -- always, when the source type in the reference is set to print or when the source type is set to electronic. It determines the formatting of the field itself as opposed to the format of the elements within the field. In some cases, such as Volume, there is very little that is needed. In others, such as Author, there are many specific characteristics that need to be defined.
You can also add Field Comments for each field used within a reference type. Field comments also appear when adding a new reference or editing an existing reference.
Tip: Detailed information about Field Settings typically used for defining an in-text citation are listed below. This will help you become familiar with the different types of options available for the various fields.
Under Preview of Citation Output, click the Update button to see the fields you have added and any field formatting you have added.
Enter any information you would like to include about this field. This field is information only and does not affect the formatting or output.
Since you have already set your Preceding and Following characters under Citation Settings you do not need to do that here.
RefWorks first attempts to print enough names to differentiate the citations but does not print more than the limits you set in Author Settings.
By default, RefWorks inserts the word Anonymous in place of author names if the author field in a reference is left blank. If you want to insert another word, such as "Unknown", delete the word "Anonymous" and type "Unknown". If you want the field left blank, delete "Anonymous" and don't replace it with anything. If you want to replace the author with the title, click the Use Title box.
Varies depending upon where the separator is located (i.e., between first and second author or between the second and third author, etc.). In our example under If only 2 use, press the spacebar type "and" (without the quote marks) then press the spacebar again. It will display as ( and ). You need to include a space on each side of the and or the result will be John JonesandBob Smith.
Leave the comma in the If more than 2 use box and in the Before Last box. Notice that there are spaces after the comma and before and after the and.
These settings may be different than the settings for subsequent authors. Under Name select the correct order of the names for the output style. For example, if the style requires names to be last name first followed by a comma then the first name and middle name select Last, First Middle. The Initial box determines the format of the name. For example, if the first name should be a full name and middle name an initial only, you should select First M.
Tip: If you want only the last name of the author(s) to appear, select Last in the name box and do not worry about the Initial box (RefWorks will not read it when only Last is selected)
Under Case Setting, select any casing requirements. Leave None for our format for both the first and other authors.
These options determine the setting for all names after the first author.
The Precede With and Follow With fields determine what comes before and after the author in a reference that contains only one author. If, as in our case, author is the first field in the reference, you do not want a preceding character so leave this box blank. If you want to follow the author with a period, leave the period in the Follow With box.
Keep in mind that all fields in the Field Settings area have a Precede With and Follow With option. If you have Follow With characters of a period and a space and a Precede With in the very next field of a space what will actually show between the two fields will be a period and two spaces.
The Precede With and Follow With fields determine what comes before and after the author field in a reference that contains multiple authors.
If you already set the dividing characters between the author and year in the Author Settings and have a following parenthesis in the Citation Settings you do not need to do anything in Pub Year