Feature Overview

The following list contains all features in Citavi 4.

hmtoggle_plus1 Technical Requirements

  • Citavi requires one of the following: Windows 8, Windows 7, Windows Vista, Windows Server 2012, Windows Server 2008 R2, Windows Server 2008 (with .NET Framework 4.5)
  • Framework: Microsoft .NET Framework 4.5
  • RAM: at least 1 GB
  • Hard disk space:  approximately 230 MB for the program itself; at least 30 MB needed for project databases
  • Possible to install on a USB flash drive (works on all computers that meet the system requirements)

hmtoggle_plus1 Individual or Team Projects

  • Databases can be worked on by multiple people at once
  • Databases can be protected with different levels of access

hmtoggle_plus1 Workspaces and Views

  • Reference Editor: Reference tabs and lists, integrated help texts, lists for persons and organizations, keywords, periodicals, series, publishers, and libraries. Freely configurable Overview tab
  • Knowledge Organizer: Categorization of quotations, integrated help texts
  • Task Planner: Lists by type of task, importance, and/or due date, integrated help texts; creating selections of tasks according to default or own criteria
  • Publication Assistant: Window which allows the user to insert references and quotation in Word, Writer, or TeX editors
  • Create selections, order and group fields in the Table View. Hide and display information in lists
  • Multiple input forms can be open and edited at the same time
  • Input fields can be enlarged (zoom)
  • The user interface is enlarged accordingly if Windows is set to 120 DPI or 125% resolution.
  • Taskbar for quickly inserting special typographical characters
  • Various interface colors

hmtoggle_plus1 Interface Languages

  • German
  • English
  • French
  • Polish
  • Portuguese
  • Spanish

hmtoggle_plus1 Project Databases

  • Maximum number of project databases: no limit
  • Maximum number of references per project: approximately 50,000 (but depends on amount of RAM)
  • Possible to insert a description of the database
  • Statistics

hmtoggle_plus1 Data Entry

  • Number of Reference Types: 35
  • Links between reference types (for example, between edited books and their contributions)
  • Supports Unicode
  • Automatic insertion of bibliographic information by entering a 10 or 13-digit ISBN number, a DOI name, or a PubMed ID
  • Autosuggest for the entry of names, organizations, publishers, places of publication, periodicals, and series titles
  • Automatic identification of authors' genders based on the the first name (requires an active internet connection
  • Duplication of references
  • Possible to create links to local files. Relative paths can also be used
  • Links to Internet and Intranet files
  • Supports DOI and URN links
  • Availability search using OpenURL
  • Nine customizable input fields
  • The default view (first tab) can be customized to display additional fields from other tabs
  • Automatic creation of short titles
  • Automatic creation of citation keys and BibTeX keys using configurable templates
  • TeX-based editor for compolex mathematical formulas

hmtoggle_plus1 Online Search

  • Search in bookseller and library catalogs and research databases (via Z39.50 protocol or web services): currently over 4000 catalogs and databases. New resources are continually added at no charge
  • Search in subscription databases possible as long as the user can be authenticated
  • Automatic detection of subscribed databases (via IP address)

hmtoggle_plus1 Data Import

  • Direct import from bookseller and library catalogs
  • Automatic import from research databases using a text file or the Clipboard using either general filters or database-specific filters
  • Direct import of information in RIS, BibTeX, and EndNote Tagged Format, as well as from OvidSP databases
  • Import from other reference management programs: EndNote, ProCite, etc.
  • Import of information in tabular form: MS Access, MS Excel, OpenOffice Calc, text files with seperators (Text with Tab, CSV etc.)
  • Import of book covers from catalogs or manual insertion from a file
  • Import from MindManager, Freemind, and ConceptDraw files as a Citavi category system

hmtoggle_plus1 Search and Select Features

  • Quick select options that can be combined in various combinartions
  • Automatic selection based on the references cited in a particular document
  • Full text search in all fields, in certain fields, or in individual fields
  • Boolean operators: AND, OR, NOT
  • Comparison operators: >, >=, <, <=
  • Search with wildcards: ?, *
  • Search with regular expressions
  • Preview of items found, with highlighted search results
  • An item containing a search result can be automatically opened from the Search
  • Possible to refine a search (search within results)
  • Duplicate search

hmtoggle_plus1 Evaluating and Working with References

  • Abstract, table of contents
  • Evaluations
  • References to other references (with or without an evaluation of the type of link)
  • Keywords
  • Categorization in a user-created category system
  • Keywords and categories can be batch applied to multiple references at once
  • Saving of image quotations (for example, images from a document in various file formats)

hmtoggle_plus1 Knowledge Organizer

  • Saving of thoughts in text form
  • Saving of thoughts in image form (for example, a photograph of a hand-drawn outline)
  • Creation and flexible customization of category systems to structure quotations and thoughts with automatic adjustments of all relations when changes are made
  • Order of quotations and thoughts within a category can be set manually
  • Possible to generate a compilation containing all quotations, thoughts, and images arranged by category
  • Possible to use the category system to structure a list of references

hmtoggle_plus1 Project Organization

  • Special tasks for individual references: 14 predefined task types (Borrow, Examine and Assess, etc.) with due dates, importance, and status
  • Freely definable project tasks
  • Saving of call numbers and locations
  • Possible to add notes to each reference
  • Batch assigning of tasks or location information
  • Notes for persons, organizations, periodicals, publishers, etc.
  • Creating of task lists
  • Overview of references borrowed or lent
  • Placement of book orders through selected online booksellers
  • Placement of book orders by email sent to your local bookseller
hmtoggle_plus1Add-In for Microsoft Word
  • Insertion of references as dynamic Word fields
  • Insertion of references as a multiple citation
  • Cited references are marked as such
  • Insertion of quotations from the Citavi project with citations
  • Automatic creation and updating of the bibliography when references are inserted or deleted
  • Import of category systems
  • Automatic updating of references and the bibliography when the citation style is changed
  • Import of references cited in a document created with the Citavi Word Add-In
  • Possibility to find reference that no longer are in the Citavi project and to copy these back into the project
  • Conversion of documents using the Citavi Publication Assistant
  • Conversion of documents created with EndNote's Word Add-In
  • Conversion of fields to static text before submitting a publication

hmtoggle_plus1 Publication Assistant

  • Works with the Word processors MS Word, OpenOffice Writer, OpenOffice Writer Portable and LibreOffice
  • Works with the LaTeX editors LEd, LyX, TexMaker, TeXnicCenter, TeXWorks, WinEdt, WinShell, and WinTeX
  • Direct insertion of references, quotations, and images in an open text document
  • Insertion of references and quotations in footnotes
  • Various options for reference formatting (year only, author only, no parentheses, include only in bibliography, don't include in bibliography, etc.)
  • Automatic creation of bibliographies in a chosen citation style, with or without numbering, and if desired across multiple documents
  • Automatic recognition of repeated citations depending on the citation style being used
  • Three options for resolving ambiguous references (for example, inserting a unique letter after the year of publication)

hmtoggle_plus1 Data Output and Export

  • Formatting according to a selected citation style (over 3000 styles)
  • Editor for creating or modifying styles
  • Copying and movies of references to other Citavi projects
  • Creation of simple project bibliographies, with or without grouping or additional information (annotated bibliographies)
  • Output in the following image formats (for image quotations, cover art, etc.): JPEG, BMP, GIF, PNG, TIFF
  • Output in the following text formats: RTF, MS Word, Open Office Writer, ASCII
  • Output in the following table formats: MS Excel, Open Office Calc
  • Output in the bibliographic formats: BibTeX, RIS, EndNote, EndNote Tagged
  • Configurable BibTeX export (with preconfigured settings for: Bibsonomy, IEEE, jurabib u.a.)
  • Automatic BibTeX-Export: Citavi scans a TeX file and creates a BibTeX file based on the BibTeX keys used
  • Saving in the following database formats: SQLite (Citavi databases are not protected and can be opened in an SQLite editor as long as the project isn't a protected Team project)

hmtoggle_plus1 Data and Program Management

  • Automatic notification when an update is available
  • Administrative setups and updates with the possibility to define settings (for example, for network administrators)
  • Automatic backups
  • Project and global options (exportable and importable)
  • Entries in lists (persons and organizations, keywords, periodicals, publishers, libraries, and series) can be corrected, merged and deleted and corresponding fields are then updated throughout the project

hmtoggle_plus1 Extensions: Citavi Pickers

        • Extensions for Firefox, Google Chrome, Internet Explorer and Adobe Acrobat for quickly adding webpages, text, and images to a Citavi project

hmtoggle_plus1 Documentation and Support

  • Manual
  • Integrated help texts
  • Possbility to customize help texts
  • Example project included

hmtoggle_plus1 Citavi Free Limitations

  • The only difference between the full versions Citavi Pro and Citavi Team and the version Citavi Free is that it is not possible to save changes if there are more than 100 references in all open Citavi Free projects. However, it is possible to create as many projects as desired in all versions.