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I wish Mendeley annotations were more useful

4/1/2017

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I use Mendeley as my reference manager, and will sing its praises to anyone I meet asking what citation software they should use for writing research manuscripts. It's super easy to import article PDFs into your virtual library, ask it to 'watch folders' for new PDFs you've downloaded, has a pretty good stab at labelling articles in your library by looking at the metadata, and cites-while-you-write with its MS Word plug-in.
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The Mendeley Desktop 'library' view. Each single PDF has a single entry in the library, which can exist in more than one folder simultaneously without creating extra copies of the PDF. I find organising papers into multiple themic folders extremely useful!
​You can even highlight passages and jot down notes within each PDF in the form of floating sticky notes, called 'annotations'.
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Annotations are shown as yellow sticky note symbols on the PDF page, and the contents of each annotation are displayed on the right hand side of the screen.
​​But I wish that those annotations were more accessible in their own right.

You might, for example, read a paper in Mendeley about the taphonomy of mammal carcasses. There's an interesting line about teeth: that while they are more resistant to weathering than bones, they can still crack and split in hot and dry environments. You highlight this sentence and add an annotation with your thoughts. 

But how do you find that annotation at a later date? Until you read that paper again, you might not remember that it even exists.

Mendeley does not allow you to view all annotations you've ever created, or even indicate which PDFs either do or don't have annotations. If you remember reading something interesting and writing something about it, you better hope that you remember what you wrote, as you can find annotations by searching for key words within them. And if you're like me and just want to review your past notes, good luck trying to remember all the papers you've added annotations to over the last 6 months.
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The columns in the lbrary show a star symbol for your 'favourite' papers, a circle symbol for read/unread papers, and the main paper details (author, title, year, etc.). I'd really like an annotations/no annotations column.
​There are, of course, work-arounds for this: you could tag all papers you add annotations to with a key word such as 'Annotations' or mark each paper with the 'favourite' star symbol, but this relies on you never forgetting to include this step.

You could copy the contents of each annotation in to an Excel spreadsheet or mind map, and group them by theme. That way you can review your database or mindmap and find your way back to the original paper. But this feels like double handling - why not just write the annotation in the mind map in the first place? What I would LOVE is a mind-mapping tool within Mendeley, where you could click and drag annotations on to nodes/branches, but I realise this could be nightmarish to code and implement.

I can't say I've come up with a solid solution for this problem yet. Has anyone else figured out a better annotation workflow for Mendeley, or do you use other software and reference manager combinations to keep track of your research notes?
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    About the author

    Dr Caitlin Syme is a palaeontologist studying the taphonomy (preservation state) of fossil non-avian dinosaurs, crocodiles and fish from the Winton Formation, Queensland, Australia. Think forensic science or CSI for fossils, and you're on the right track!

    Posts on this blog focus mainly on vertebrate palaeontology and taphonomy, as well early career researcher (ERC) productivity tips and insights.


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