Exporting Settings Files

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Preparing to Export Settings

Before you create a settings file, choose all the options in Citavi that you think will be useful for members of your organization. Key settings are listed below as "recommended".

 

Databases for Online Search (recommended)
Use Online Search to select all the information resources that you want to offer your users. For subscription databases, check whether a username and password are necessary in addition to or instead of IP-based authentication.

Note: Citavi uses the Z39.50 protocol, which often uses different authentication than Web versions of the same database. If necessary, contact the database provider for login credentials or to enable Z39.50 access.

 

Databases for ISBN Download (recommended)
Under Tools > Options > Search > ISBN download, choose the databases to use for ISBN searches. Ideally, put your library's catalog at the top of the list so that when users search for a book by ISBN, call numbers for your library are automatically saved if the library has the book.

 

Libraries for Find Library Locations (recommended)
Citavi can search the libraries you choose to find locations (call numbers) of a book. To select the libraries to search, click Tools > Options > Search > Location search.

 

Import Filters (recommended)
Under File > Import > Text file > Add import filter, add import filters for the formats frequently used by online databases, such as Web of Science.

 

OpenURL Settings (recommended)
If your university has a link resolver, enter its Base URL under Tools > Options > OpenURL.

 

Online Booksellers
Citavi can place book orders at online booksellers. You can select the booksellers that Citavi uses under Tools > Options > Ordering.

E-mail Addresses for Orders
Citavi can compose e-mail messages for orders. You can enter the e-mail addresses under Tools > Options > Ordering. If your organization has a bookstore, enter its e-mail address there.

 

User name
When starting Citavi for the first time, Citavi asks you to choose a user name and initials. Citavi uses these to log changes. (You can change your user name and initials under Tools > Options > General.) Select this option to include the user name and initials in the exported settings. This option is useful if you use Citavi on different computers and want to take your settings with you.

 

Proxy Settings
If the members of your organization must use a proxy server to access the Internet, enter the settings for the proxy server under Tools > Options > Search > Proxy settings.

 

Citation Styles
If your organization calls for a specific citation style for publications to be formatted in, select the style. You can choose additional styles if needed.

Exporting Settings Files

1.On the Tools menu, select Import or export settings.

2.Click Export.

3.Click Browse, choose a location and name for the file, and click Next.

4.Select the settings you want to export and click Next.

5.Select whether login credentials are saved in the settings file. If necessary, set an expiration date for the saved login credentials. (If no date is provided, the login credentials will expire when the site license expires). To export login credentials for subscription databases, you need a special administrator license for your Citavi site license, which you can request from Swiss Academic Software by e-mail. If you are not using an administrator license, this step is skipped. Login credentials are encrypted.

6.Click Finish. Citavi creates a file with the ending .csd. You can now forward this file to individuals or make it available for download on your website.

Hint: Depending on how your Web server is configured, the .csd file may be displayed in the browser instead of being downloaded. If this is the case, either ask your webmaster to configure the server, or just compress the file as a ZIP archive first, since most Web servers handle ZIP correctly.

URL for this page: http://manual.citavi.com/en/?exporting_settings_files.htm (Last updated: 05.10.2011 15:05:58)
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