Exporting to Another Citavi Project

Occasionally you might want to move references from one Citavi project to another. For example, you may want to divide a project into two projects. Or, you may want to send a colleague recommended sources for a particular topic.

hmtoggle_plus1Exporting to Another Citavi Project

  1. If necessary, use labels or a search to create a selection of references to export.
  2. In the Reference Editor, on the References menu, click Copy or move to a Citavi project.
  3. You can choose whether to:
    1. export the selected reference(s) or all references
    2. copy or move references (if you move references they will be deleted from the original project),
    3. copy or move references to a new or existing project.
    4. not copy or move references that are already in the destination project (Citavi checks ISBNs, DOI names and PubMed IDs).
    5. open the destination project after exporting
  4. Set the various options for the export, then click Next. Select which additional information you want to include with the references
  5. Click Finish.

hmtoggle_plus1 Special Case: Exporting Categories

Please note how Citavi handles categories when you copy or move them from one project (original project) to another (destination project):

  • Scenario 1:
    The Categories checkbox is selected before the export and references are being copied or moved into a destination project that has no existing category system. The category system will be transferred in its entirety and with the structure intact.
  • Scenario 2:
    The Categories checkbox is selected before the export and references are being copied or moved into a destination project that has an identical category system. No changes will be made to the category system in the destination project.
  • Scenario 3:
    The Categories checkbox is selected before the export and references are being copied or moved into a destination project that has an existing, non-identical category system. The category system from the original project. will be appended to the bottom of the category system in the destination project.

Hint: You can also copy or move individual quotations, thoughts, or locations to another project. Select the item you want to copy, press Ctrl+C to copy the item to the Clipboard (or use Ctrl+X if you want to move the item), and then paste it an the desired place using Ctrl+V.