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".

hmtoggle_plus1 Databases for Online Search (recommended)

Use the 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.

hmtoggle_plus1 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.

hmtoggle_plus1 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.

hmtoggle_plus1 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.

hmtoggle_plus1 OpenURL Settings (recommended)

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

hmtoggle_plus1 Online Booksellers

Citavi can place book orders at online booksellers. You can select the booksellers that Citavi uses under Tools > Options > Ordering. If your organization has a bookstore, enter its e-mail address there.

hmtoggle_plus1 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.

hmtoggle_plus1 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.

hmtoggle_plus1 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.

hmtoggle_plus1 Exporting Settings Files

  1. On the Tools menu, select Import or export settings.
  2. Click Export. To export login credentials for subscription databases, you need a special administrator license for your Citavi site license, which you canrequest from Swiss Academic Software by email. Login credentials are encrypted.
  3. Click Save as to select the location and to choose a name for the file. Then, click Next.
  4. Select the settings to be exported. 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).
  5. 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.