Mendeley contains features that allow for PDF annotation within the Desktop software.
Simply double-click on a reference with a PDF attached, or right-click it and select 'Open File' and it will open in a new window within Mendeley Desktop.
Across the top of the screen are features such as Select, Note, Highlight, and Zoom, which allow you to read and annotate your PDF file.
Use the Notes tab on the right-hand panel to add a general note, or click in/select text and use the Note button on the top menu to highlight and add a sticky note to that particular place in the document. You canchange the colour of the highlight using the Color button on the top menu also.
All notes will be listed in the right-hand panel, so you can click on a stick note and it will take you to the specific point in the paper that was higlighted.
Files such as PDFs can only be shared in Private Groups, to protect access to copyrighted material.
(See our Groups box for more information on creating and managing Groups in Mendeley.)
Once a document has been shared with a private group, all members have the ability to download and read that item.
By accessing the shared paper through the private group, all group members have the ability to make use of Mendeley's highlighting, note-making and annotation functions on a single, shared version of the paper.
Mendeley has features which help you organise the files associated with your Library of references.
To backup, sort or set a default naming convention for your added files:
1. Navigate to Tools > Options > File Organizer
2. Click the check box next to Organize my files and select where you want to save your backup
3. If desired, click the check box next to Sort files into subfolders. Drag the bubbles from 'Unused fields' to 'Folder path' or vice versa to customise how files will be sorted. Check the example to make sure it is organised in the way you prefer
4. If desired, click the check box next to Rename document files. Drag the bubbles from 'Unused fields' to 'File name' or vice versa to customise how files will be named. You can also choose how to separate the fields using the dropdown menu. Check the example to make sure it is organised in the way you prefer
5. Click OK to apply your changes. A folder should have been created in the destination you set, with the files organised and named by the conventions you chose.
Note: You need to check your newly created folder, as if Mendeley cannot find the field data (ie year or author) in the file metadata it will sort the document into a folder titled 'Unknown'. You may need to rename or re-sort these files manually.