How to filter and manage a large number of documents in Mendeley?

Filtering and managing extensive document collections in Mendeley is achievable using its built-in organizational tools and search functionality. Effectively handling large libraries relies on consistent naming, comprehensive metadata entry, and strategic use of keywords, tags, folders, and groups. Prioritize populating critical fields like author, title, year, and keywords during initial import or editing. Establishing a coherent folder structure or group system categorizes documents thematically or project-based. Utilize Mendeley's powerful search feature extensively, combining searches across document text, titles, authors, abstracts, tags, and specific fields using Boolean operators. Consistency is paramount; develop and adhere to a tagging convention for broad thematic classification and use keywords for finer-grained details. Regularly leverage the "Document Details" pane to review and enhance metadata accuracy. Consider enabling "Automatically Rename Files" for predictable filenames. Avoid excessive nested folders; prioritize robust search and tagging. Regularly deduplicate entries to maintain library integrity. Implement a systematic workflow: first, filter duplicates and irrelevant documents to clean the library. Second, ensure metadata accuracy for all crucial entries. Third, apply descriptive tags and assign documents to relevant folders/groups based on your projects or research areas. Fourth, use detailed keywords for specific concepts within documents. Finally, maintain the system by incorporating these tagging and filing steps during routine new document imports and periodic library reviews. This enables efficient retrieval through search, filters, and folder navigation, significantly boosting research productivity.