Example Groupings

Grouping primary and secondary sources (Criteria: Groups)

Prerequisite: You already created the groups Primary sources and Secondary sources in your Citavi project as described here. You assigned all of references you cited to one of these categories as described here.

  1. Follow steps 1-4 in the chapter Creating a New Grouping.
  2. Under Criteria select Groups.
  3. Select the References in this group option.
  4. Select Primary Sources from the drop-down menu.
  5. Click OK.
  6. Click Add section.
  7. Under Criteria, select Groups.
  8. Select the References in this group option.
  9. Select Secondary Sources from the drop-down menu..
  10. Click OK.
  11. Save your changes and close the window by clicking OK.
  12. Apply the grouping to your document by selecting it in the Add-In for Word.

You can download this grouping definition here. After extracting the zip file, import it in your project.

Grouping by contributions and independent works (Criteria: Reference types)

  1. Follow steps 1-4 in the chapter Creating a New Grouping.
  2. Under Criteria select Reference types.
  3. Select the References with this reference type option
  4. Select Journal Article from the drop-down menu.
  5. On the Heading drop-down menu, select Automatic.
  6. Click OK.
  7. Repeat steps 1-6 for Newspaper Article and Contribution.
  8. Click OK.
  9. Add two additional headings: Independent Works and Contributions.
  10. Save your changes and close the window by clicking OK.
  11. Apply the grouping to your document by selecting it in the Add-In for Word.

You can download this grouping definition here. After extracting the zip file, import it in your project.

Advanced: using saved searches to group your sources

If you want to define your own criteria for a particular section, use Citavi's search feature. A few examples:

Follow these steps to create a grouping for all online sources with either an online address or DOI name:

  1. Search for all references that have an entry in the Online address or DOI name fields.  Use the quick search and enter the following: "Online Address": * OR DOI: *
  2. Save your search.
  3. Follow steps 1-4 in the chapter Creating a New Grouping.
  4. Under Criteria select Saved searches.
  5. Select the saved search from the drop-down menu.
  6. Create a heading, such as Online Sources.
  7. Click OK.
  8. Under Sections, Double-click [Without heading: References in no section]. It will later contain all references without an online address or DOI name.
  9. Enter a heading, for example Printed Sources.
  10. Save your changes and close the window by clicking OK.

You can download this grouping definition here. After extracting the zip file, import it in your project.