Converting Fields

In the following scenarios you might want to convert fields in a Word document or placeholders.

hmtoggle_plus1 Continue Working on a Document Created with Citavi 3's Publication Assistant

Your Word document contains placeholders {Miller 2009 #84: 12}. You want to continue writing your paper using Citavi's Word Add-In. To do so, you need to convert your placeholders to fields.

  1. Open the document containing Citavi placeholders.
  2. On the Citavi ribbon, click Citavi pane.
  3. Select the project that you used to insert placeholders.
  4. On the Citavi ribbon click Convert > Citavi placeholders to fields.
  5. Citavi creates a copy of your document with fields.

hmtoggle_plus1 Continue Working on a Document Created with EndNote or Reference Manager

Your Word document contains fields that were inserted using the EndNote or Reference Manager software programs. You would like to use Citavi to continue working on the document.

Converting EndNote Fields to Citavi Fields:

 

  1. If you haven't yet done so, import your EndNote library into a new Citavi project.
  2. Open the document containing the EndNote fields.
  3. On the Citavi tab, click Citavi pane.
  4. Select the Citavi project that you imported the EndNote library into.
  5. On the Citavi ribbon click Convert > EndNote or Reference Manager fields to Citavi fields.
  6. Citavi creates a copy of your document with fields.

 

Converting Reference Manager Fields to Citavi Fields:

With Citavi 4.5 or later you can convert Reference Manager Fields to Citavi Fields.

  1. If you haven't yet done so, export the Reference Manager database to a text file using RIS as the export format. Import the RIS file into a new Citavi project using the filter Reference Manager (via RIS export).
  2. Open the document containing the Reference Manager fields.
  3. On the Citavi tab, click Citavi pane.
  4. Select the Citavi project that imported the Reference Manager database into.
  5. On the Citavi ribbon click Convert > EndNote or Reference Manager fields to Citavi fields.
  6. Citavi creates a copy of your document with fields.

hmtoggle_plus1 Convert Citavi Fields to Static Text

You used the Add-In for Word to create a publication that you want to submit to a publisher. The publisher requests a document without fields.

  1. Open the document containing Citavi fields.
  2. On the Citavi ribbon click Convert > Save a copy as static text.
  3. Citavi creates a copy of the Word file. Save the Word file under a new name.

Submit this document to the publisher.

hmtoggle_plus1 Copy References Inserted by Someone Else into Your Own Project

You received a Word document with Citavi fields. However, you do not have access to the original project. You want to make changes to a reference or add additional references.

  1. Open the document containing Citavi placeholders.
  2. On the Citavi ribbon, click Convert > Copy references from document to Citavi project.
  3. Citavi adds the bibliographic information for the references in the document into the current project.