Exporting Settings Files
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".
Creating a Settings File with a Special License key
If you want to export login credentials (i.e. user names and passwords) to restricted databases, you'll need a special license key file for Citavi Site License administrators, which you can request by emailing Swiss Academic Software. The license key encrypts your login credentials.
- Install Citavi Free on the computer you are using. The Setup file can be found at www.citavi.com/download.
- Copy the file common.dat5 to the \bin subfolder of the Citavi program folder. By default, this is:
On a 32-bit Windows OS: C:\Program Files\Citavi 5\bin
On a 64-bit Windows OS: C:\Program Files (x86)\Citavi 5\bin
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.
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.
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. Ideally you'll add the OPAC for your library and place it at the top of the list. Avoid shared catalogs for this option since this will cause the user to receive many unnecessary call numbers.
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. The selected filters will then also be available for the export.
OpenURL Settings (recommended)
If your university has a link resolver, enter its Base URL under Tools > Options >OpenURL in the Base URL field.
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.
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.
If the members of your organization have to use a proxy server to access the Internet, enter the settings for the proxy server under Tools > Options > Search > Proxy settings.
If you've subscribed to RSS feeds, you can use this option to give the feed addresses to others.
If your organization calls for a specific citation style for publications to be formatted in, select the style. You can choose multiple styles if needed. On the Citation menu, click Browse citation styles > Find and add style.
To make a custom citation style available to all users in the organization, follow this steps .
Exporting Settings Files
- On the Tools menu, select Import or export settings.
- Click Export. To export login credentials for subscription databases, you need a special administrator license for your Citavi site license, which you can request from Swiss Academic Software by email. Login credentials are encrypted.
- Click Save as to select the location and to choose a name for the file. Then, click Next.
- 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).
- 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.
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.