Importing PDF Files
You can import PDFs of scholarly articles directly into Citavi. For each PDF, Citavi creates a new reference and searches for its bibliographic information using the DOI name.
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Select Folder of files. Include subfolders if you want PDFs in subfolders to be imported as well. Click Browse, select the folder, and click Next.
Citavi searches for the bibliographic information for each PDF file. Click Add to project to add all the references to the current Citavi project.
To only add certain references, select their checkboxes and then click Add to project.
As a default Citavi creates a copy of each imported PDF file and saves it in the folder \Citavi 5\[Project name]\Attachments. You can change these default settings during the import.
How do you know where a file is located? [Citavi] stands for the Citavi Attachments folder, [Local] is another folder on your computer, [LAN] is a network drive and [Web] means that the file can be found online.
If the PDF file does not have a DOI name or PubMed ID, Citavi adds the information from the PDF's properties. Unfortunately, this information is often incomplete. Open the PDF file in the preview by clicking Preview. Then, copy the missing information. The example shows how you can easily copy author names.
What to do if Citavi cannot find bibliographic information
If the bibliographic information is not found, Citavi will try to extract it from the PDF's metadata. If Citavi can't find any information there either, only the PDF file name will be added to the project.
Solution 1: Search first, then attach
Instead of importing the PDF files first, search for their bibliographic information in an appropriate subject database. Either use Citavi's Online Search or search the database directly and then import the information in Citavi. Alternatively, use Google Scholar to find the metadata for a particular article. Once the bibliographic information has been imported into your project, attach the PDF file to the newly added reference.
Solution 2: Import first, then copy
Import the PDF file. If it's just one file, it's fastest to simply drag it to the list of references. If the PDF file is not displayed in the Citavi preview pane, press Alt+P to display it. If you need more space, you can hide the left-hand column by pressing Alt+1. Copy bibliographic information (author, title, journal name, etc.) from the preview pane to the corresponding Citavi field using Ctrl+C to copy and Ctrl+V to insert.
If author names appear in the order "first name last name", copy the entire name and then right-click the Author field. On the shortcut menu, select Paste 'first name last name' as 'last name, first name'.