The Publication Assistant

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The Publication Assistant is a floating window that shows you a compact view of the contents of your Citavi project while you write your paper. By double-clicking you can directly insert a placeholder for a citation, a complete quotation and its placeholder, or a thought into an open Word or Writer document.

Placeholders

Creating a publication with Citavi is a two-step process. Initially, Citavi inserts placeholders instead of formatted citations, for example, {Smith 2010 #123: 33}. Then, in the second step, the placeholders are replaced with the correct, properly-formatted in-text and/or footnote citations, and a document bibliography is inserted at the end. By separating these steps, you ensure consistency in the final publication. It also gives you the flexibility to change citation styles without having to manually rewrite each citation in the manuscript.

Anatomy of a Placeholder

A placeholder consists of a short text that identifies the reference, enclosed in braces { }. The placeholder text can contain several kinds of identifying information that can be used alone or in combination:

Year

Author

Words from the short title

Sequence number

For example, a placeholder for the reference "Normal, Donald A: The Design of Everyday Things. New York 2002." could be:

{Norman 2002 #142}

The sequence number is the unique identifier for each individual reference in a project, and is shown in the status bar at the bottom of the Citavi window. When you use the sequence number in a placeholder, the other identifying information is ignored because the sequence number positively identifies a reference. This allows Citavi to distinguish between two publications by the same author written in the same year. For example, from {Miller 2010 #50} and {Miller 2010 #72} Citavi can format the references as (Miller 2010a) and (Miller 2010b).

Page numbers for a quotation are inserted with colon after the sequence number:

{Luhmann 1997 #138:97-98}

Tabs in the Publication Assistant

To open the Publication Assistant, on the Citation menu, click Publication Assistant, or press F7. The Publication Assistant has two tabs: References and Knowledge items.

Hint: Click Float on the toolbar of the Publication Assistant to keep the window floating over your word processor and to hide other Citavi windows.

Whenever you insert references, quotations or thoughts from Citavi into your document, be sure to place the insertion point in the spot where you want the text to be inserted.

The References Tab

The References tab shows you all the references in the current project. On the View menu you can set whether you want to view the references by short titles, by titles, by categories, or by keywords. You can also select whether to display sequence numbers or not.

To quickly find a reference, type letters corresponding to the first few letters in the title or author's name in the Select field. You can cancel this selection by clicking on the crossed out lasso to the right of the search box.

Click Insert in Word (or Insert in Writer) on the toolbar to insert a placeholder for the selected reference in the open Word or Writer document. You can choose whether to insert the placeholder normally, as a footnote, or with options. The placeholder will be inserted at the insertion point in the document. If you have multiple word processing files open, the front document will be used.

Hint: To set your preferred word processor, on  the Tools menu, click Options and then select the Default word processor.

The Knowledge Tab

The Knowledge tab shows you all the quotations and thoughts in the current project. On the View menu you can set whether  you want to view the references by core statements, by titles, by categories, or by keywords. We recommend the category view so that you can easily find and insert your collected knowledge items into the corresponding section of your publication.

To quickly find a particular quotation, type letters corresponding to the first few letters of the core statement in the Filter field. You can cancel this selection by clicking on the crossed out lasso to the right of the search box.

Click Insert in Word (or Insert in Writer) on the toolbar to insert the selected quotation (and a placeholder for its source) or thought in the open Word or Writer document. You can choose whether to insert the quotation's placeholder normally, as a footnote, or with options. The quotation or thought will be inserted at the insertion point in the document. If you have multiple word processing files open, the front document will be used. Thoughts do not include a citation, so when you insert one, no placeholder is inserted.

Hint: To insert a quotation or thought itself into a footnote (not just the placeholder), first create the footnote in your manuscript (Ctrl+Alt+F in Word), place the insertion point in the footnote, and then insert the quotation or thought.

 

URL for this page: http://manual.citavi.com/en/?publication_assistant.htm (Last updated: 14.06.2011 16:16:56)
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