Citavi 3 User's Manual
Topics
Index
Search
1 Introduction
2 Getting Started
2.1 Installing Citavi and Checking for Updates
2.1.1 Installing Citavi
2.1.2 Entering a License Key
2.1.3 Updating Citavi
2.1.4 Moving to a New Computer
2.1.5 Uninstalling Citavi
2.2 A Tour of Citavi
2.2.1 Key Terms and Concepts
2.2.2 Navigating Citavi
2.2.3 The Reference Editor
2.2.4 The Knowledge Organizer
2.2.5 The Task Planner
2.2.6 Preview
2.2.7 Getting Help
2.2.8 Citavi Pickers
2.3 Starting a New Project
2.3.1 Setting Up a New Project
2.3.2 Adding a Reference
2.3.3 Searching a Library Catalog
2.3.4 Describing References
2.3.5 Setting Up Citavi
2.3.6 Adding Tasks
2.3.7 Searching in a Project
2.3.8 Obtaining Sources
2.3.9 Building Knowledge
2.3.10 Creating Project Bibliographies
2.3.11 Creating a Publication
3 Adding References
3.1 Why and How We Cite
3.2 Adding References Automatically
3.2.1 Adding a Book by ISBN Number
3.2.2 Adding Multiple Books by ISBN Number
3.2.3 Adding References with a Bar Code Scanner
3.2.4 Adding Articles by DOI or PubMed ID
3.2.5 Importing PDF Files
3.3 Adding References Manually
3.3.1 Adding a New Reference by Hand
3.3.2 Setting Favorite Reference Types
3.3.3 Reference Types in Citavi
3.3.4 Changing Reference Types
3.3.5 Short Titles, Citations, and Citation Keys
3.3.6 Duplicating a Reference
3.3.7 Tips for Names of Persons
3.3.8 Entering Special Characters
3.4 Four Examples of Adding References
3.4.1 Adding a Book
3.4.2 Adding a Contribution in an Edited Book
3.4.3 Adding a Journal Article
3.4.4 Adding an Internet Document
3.5 Special Reference Types
3.5.1 Adding a Festschrift
3.5.2 Adding Collected Essays
3.5.3 Adding a Special Issue
3.5.4 Adding a Loose-Leaf Collection
3.5.5 Adding a Report
3.5.6 Adding an Encyclopedia Entry
3.5.7 Adding a Multivolume Work
4 Searching Online
4.1 Developing a Search Strategy
4.1.1 What Makes a Good Search Stategy?
4.1.2 Choosing Search Terms
4.1.3 Choosing Online Resources
4.2 Performing a Search
4.2.1 Searching from Citavi
4.2.1.1 Simple and Advanced Search
4.2.1.2 Selecting Information Providers
4.2.1.3 Subscription Databases
4.2.1.4 Searching Multiple Online Resources
4.2.1.5 Saved Searches
4.2.1.6 Reviewing Search Results
4.2.2 Searching Web Resources and Importing Search Results
4.2.2.1 Importing References in a Standard Format
4.2.2.2 Importing References in a Nonstandard Format
4.2.2.3 Importing with Pickers
5 Working with Citavi Pickers
5.1 Pickers for Firefox and Internet Explorer
5.1.1 Adding an Internet Document
5.1.2 Saving Screenshots
5.1.3 Copying Text with its URL
5.1.4 Adding a Quotation
5.1.5 Saving Images
5.1.6 Finding Reference Information by ISBN
5.1.7 Searching Databases with the Picker
5.1.8 Starting a Search with the Picker
5.1.9 Importing Search Results with a Click
5.2 Picker for Adobe Reader and Acrobat
5.2.1 Adding PDF Files
5.2.2 Saving Text as a Quotation
5.2.3 Saving Images
5.2.4 Searching Databases with the Picker for Adobe
6 Importing and Exporting
6.1 Importing from Other Reference Management Programs
6.1.1 Importing from Bibliographix
6.1.2 Importing from EndNote
6.1.3 Importing from LIDOS
6.1.4 Importing from ProCite
6.1.5 Importing from Reference Manager
6.1.6 Importing from RefWorks
6.1.7 Importing from Zotero
6.2 Importing Text Files
6.2.1 Importing a BibTeX File
6.2.2 Importing a RIS File
6.2.3 Importing an EndNote Tagged File
6.2.4 Importing Other Formats
6.2.5 Importing a Database, Spreadsheet, or CSV File
6.2.6 Importing a Formatted Bibliography
6.3 Exporting from Citavi
6.3.1 Exporting to Another Citavi Project
6.3.2 Copying Data to the Clipboard
6.3.3 Exporting to RIS
6.3.4 Exporting to BibTeX
6.3.5 Exporting to EndNote
6.3.6 Exporting to Excel or Calc
6.3.7 Saving Export Presets
7 Editing References
7.1 Editing or Deleting References
7.2 Adding Cover Art
7.3 Verifying the Accuracy of References
7.4 Linking Files to References
7.5 Labels
7.6 Creating a Table of Contents
7.7 Applying Keywords
7.8 Evaluating a Bibliography
7.9 Recording Locations
7.10 Adding Notes
8 Searching, Selecting, and Sorting in a Project
8.1 Searching and Selecting
8.1.1 Switching to a Known Reference
8.1.2 Quick Select
8.1.3 Quick Search
8.1.4 Advanced Search
8.1.5 Managing the Number of Search Results
8.1.6 Defining Equivalent Characters
8.1.7 Using Field Codes
8.1.8 Searching with Boolean Operators: AND, OR, NOT
8.1.9 Searching with Comparison Operators
8.1.10 Searching with Wildcards
8.1.11 Searching with Regular Expressions
8.1.12 Actions After a Search
8.2 Sorting and Grouping
8.2.1 Sorting in Table View
8.2.2 Adding Columns
8.2.3 Grouping References
9 Task Planning
9.1 Adding Tasks
9.2 Creating Your Own Tasks
9.3 Adding a Project Task
9.4 Viewing Tasks
9.5 Printing Task Lists
9.6 Tracking Your Progress
10 Obtaining Materials
10.1 Locating Books
10.2 Checking Availability Using OpenURL
10.3 Finding Full-Text Articles
10.4 Ordering Books and Articles
11 Retaining and Organizing Knowledge
11.1 Writing Abstracts and Comments
11.1.1 Creating and Saving Abstracts
11.1.2 Evaluating a Reference
11.1.3 Documenting Relationships
11.2 Adding Quotations
11.2.1 Basic Principles of Citation
11.2.2 Quoting a Text Passage
11.2.3 Quoting Secondary Quotations
11.2.4 Editing a Quotation
11.2.5 Adding Thoughts
11.3 Outlining with Categories
11.3.1 Creating Categories
11.3.2 Assigning Categories
11.3.3 Importing and Exporting Categories
11.4 Organizing and Printing Quotations and Thoughts
11.4.1 Organizing Quotations and Thoughts Manually
11.4.2 Printing a Compilation of Quotations and Thoughts
11.4.3 Citing Quickly
12 Creating Publications
12.1 Creating a Project Bibliography
12.1.1 Creating a Simple Project Bibliography
12.1.2 Creating an Annotated Project Bibliography
12.1.3 Creating a Grouped Bibliography
12.2 Creating a Publication with Word or Writer
12.2.1 The Publication Assistant
12.2.2 Inserting References into a Publication
12.2.3 Inserting Quotations and Thoughts into a Publication
12.2.4 Advanced Placeholder Options
12.2.5 Formatting a Publication
12.3 Creating a Publication with TeX
12.3.1 Generating BibTeX Keys
12.3.2 Generating a BibTeX File
12.3.3 Using the Publication Assistant with TeX
12.3.4 Inserting Formulas in Quotations
13 Citation Styles
13.1 Using Citation Styles
13.2 Changing the Citation Style
13.3 Creating Citation Styles
13.3.1 Anatomy of a Citation Style
13.3.2 The Citation Style Editor
13.3.3 Creating a New Citation Style
13.3.4 Rules of Thumb
13.3.5 Assembling Rule Sets
13.3.6 Taking Advantage of Similar Use Cases
13.3.7 Punctuation
13.3.8 Component Properties
13.3.9 Creating a New Component
13.3.10 Using Special Components
13.3.11 Names of Persons
13.3.12 Dates
13.3.13 Numbers
13.3.14 Page Numbers
13.3.15 Names of Periodicals and Series
13.3.16 Setting the Edit State
13.3.17 Citation Style Properties
13.4 Customizing Citation Keys
14 Collaborating in a Team
14.1 Overview of Citavi Team
14.2 Setting Up a Team Project
14.3 Protecting a Team Project
14.4 Managing Team Members
14.5 Assigning Roles
14.6 Changing Passwords
14.7 Refreshing Changes
15 Customizing Citavi
15.1 Program Options
15.1.1 General
15.1.2 Folders
15.1.3 Search
15.1.4 OpenURL
15.1.5 Ordering
15.1.6 Scanner
15.1.7 Formatting
15.2 Color Coding Projects
15.3 Customizing the Overview Tab
15.4 Customizing the Reference Tab
15.5 Custom Fields
15.6 Customizing Quick Help
15.7 Adding Dictionaries
15.8 Using Settings Files
15.8.1 Exporting Settings Files
15.8.2 Importing Settings Files
16 Useful Tips
16.1 Entering Text with a Scanner or Speech Recognition
16.2 Keyboard Shortcuts
16.3 Eliminating Duplicates
16.4 Maintaining Lists
16.5 More Special Characters
16.6 Applying Text Formatting
16.7 Spelling Checker
16.8 Inserting Tables
16.9 Inserting Formulas
16.10 Using Relative Paths
16.11 Magnifying Field Contents
16.12 Preparing Citavi for Presentations
17 Technical Information
17.1 Installation
17.1.1 System Requirements
17.1.2 Installing on a Standalone Computer
17.1.3 Installing on a USB Flash Drive
17.1.4 Installing on a Mac
17.1.5 Installing on a Local Area Network
17.1.6 Installing on a Terminal Server
17.1.7 Installing on a Wide Area Network
17.1.8 Defining Administrative Settings
17.1.9 Deploying with a Software Distribution System
17.1.10 Parallels Step by Step
17.2 Reasons for Access Restrictions
17.3 Citavi Folder Structure
17.4 About Saving
17.5 Images in Citavi Projects
17.6 Citavi Transformers
17.7 Troubleshooting Internet Connection Problems
17.8 Additional Privacy Information
©2012 Swiss Academic Software GmbH