Creating categories

Category systems are in essence the same as outlines. Categories allow you to group references, quotations and thoughts that are related in some way. A category system can also be used to bring systematic order to all of the titles you have added to your project.

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Switch to the Knowledge Organizer.

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Click Categories and then click the plus sign icon and select New category.

If you already have a document with an outline (for example, a Word document), you can import it and Citavi will create a category system from the document.

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Give the category a name. Press the Enter key.

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Citavi assigns category numbers dynamically. You can hide the numbering if you want.

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To add additional categories, for example, for a section in a chapter, click New subcategory.

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Using the Arrow buttons, you can change the order and the hierarchical structure of the categories.

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To use your category system as an outline for a publication, you can export it.

Hint: If you want to use your outline in Word, insert it using the Word Add In. This lets you use the features on the Chapters tab in the Word Add-In.

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