Contents
Installing Citavi and Checking for Updates
Installing Citavi
System Requirements
Installing on a PC
Installing the Pickers
Updating Citavi on a PC
Repairing Citavi
Installing on a USB Flash Drive
Upgrading on a USB Flash Drive
Updating on a USB Flash Drive
Installing on a Mac
Deploying with a Software Distribution System
Defining Administrative Settings
Installing on a Terminal Server
Upgrading to Citavi 5
New Features in Citavi 5
Upgrading from Citavi 2 to Citavi 5
Upgrading from Citavi 3 to Citavi 5
Upgrading from Citavi 4 to Citavi 5
Solutions to Common Upgrade Problems
Licensing Citavi
Overview of License Types
Using a Site License
Entering a License Key
Deleting a License Key
Troubleshooting License Key Problems
Moving to a New Computer
Uninstalling Citavi
Getting Started
Citavi at a Glance
A Tour of Citavi
Starting projects
Creating a Local Project
Creating a Server Project
Adding References
Adding a Book by Hand
Adding a Contribution in an Edited Book
Tips for Names of Persons
Linking a File to a Reference
Adding a Book by ISBN Number
Adding Multiple Books by ISBN Number
Selecting Catalogs for ISBN Download
Importing PDF Files
Searching for Sources
Searching from within Citavi
Searching Library Catalogs with Citavi
Searching Research Databases with Citavi
Importing Login Credentials with a Settings File
Searching Online
Importing Results from Online Databases
Importing Search Results with the Picker
Searching with the Citavi Pickers
Adding a PDF File with the Picker
Adding a Webpage wtih the Citavi Picker
Adding Books by ISBN with the Picker
Planning Your Work
Assigning Tasks
Planning Tasks
Printing a Task List
Obtaining a Copy
Selecting Catalogs for Location Searches
Finding Library Locations
Ordering Books
Finding Full Text
Organizing Knowledge
Describing
Applying Keywords
Adding Abstracts and Tables of Contents
Evaluating a Reference
Adding Notes
Documenting Relationships
Excerpting
Annotating PDF Files
Adding Quotations by Hand
Copying Quotations from Webpages
Adding Image Quotations
Systematizing and Structuring
Creating Categories
Organizing References by Category
Sorting Quotations and Thoughts
Creating a Compilation
Creating Publications
Creating a Project Bibliography
Making a Selection
Creating a Simple Project Bibliography
Creating a Grouped Project Bibliography
Printing an Annotated Project Bibliography
Changing Citation Styles
Formatting a Publication
Creating a Publication with Word
Creating a Publication with Writer
Creating a Publication with LaTeX
Navigating and Searching
Navigating
Quick Search
Advanced Search
Managing Projects
Managing Lists
Moving or Copying References
Backing up your Projects
Restoring a Project from a Backup
Deleting Projects
Citavi in Detail
Adding References
Adding References Automatically
Adding Books by ISBN
Helpful Tools for Adding ISBNs
Adding Articles by DOI or PubMed ID
Adding References Manually
Adding a New Reference by Hand
Setting Favorite Reference Types
Reference Types in Citavi
Changing Reference Types
Short Titles, Citations, and Citation Keys
Duplicating a Reference
Tips for Names of Persons
Special Guidelines for Multiple Last Names
Prefixes
Exceptions
Pseudonyms
Don't Add Academic Titles or Titles of Nobility
Defining the "Sort By" Name
Entering Author Genders
Entering Special Characters
Special Reference Types
Festschrifts
Collected Essays
Journal Issues
Loose-Leaf Collections
Reports
Encyclopedia Entries
Multivolume Works
Exhibition Catalogs
Importing References
Importing from Other Reference Management Programs
Importing from EndNote
Importing from Mendeley
Importing from ProCite
Importing from Reference Manager
Importing from RefMe
Importing from RefWorks
Importing from Zotero
Importing Text Files
Importing a BibTeX File
Importing a RIS File
Importing an EndNote Tagged File
Importing Other Formats
Importing a Database, Spreadsheet, or CSV File
Importing a Formatted Bibliography
Searching for Sources
Developing a Search Strategy
What Makes a Good Search Strategy?
Choosing Search Terms
Choosing Online Resources
Searching from within Citavi
Simple and Advanced Search
Performing a Simple Online Search
Performing an Advanced Online Search
Searching Freely Available Resources
Searching Subscription Databases
Searching Multiple Online Resources
Saving and Running Searches
Reviewing Search Results
Searching Online Resources
Importing References in a Standard Format
Importing References in a Nonstandard Format
Importing with Pickers
Working with Citavi Pickers
Browser Pickers
Working with Citavi Pickers
Importing with the Hunter
Finding Bibliographic Information by ISBN or DOI
Adding Webpage Metadata
Adding an Internet Document
Saving Screenshots
Copying Text with its URL
Adding a Quotation
Saving Images
Finding Bibliographic Information by ISBN
Enabling or Disabling the Citavi Icon
Importing Search Results with a Click
Picker for Adobe Reader and Acrobat
Adding PDF Files
Saving Text as a Quotation
Saving Images
Viewing the Source of a Reference or an Import
Determining a Reference's Source
Selecting All References from an Online Search
Staying Up-to-Date with RSS Feeds
Subscribing to a News Feed
Subscribing to a Search Alert Feed
Using RSS Feeds
Editing References
Editing or Deleting References
Verifying Bibliographic Information
Reassigning Contributions
Eliminating Duplicates
Adding Cover Art
Checking the Accuracy of References
Linking Files to References
Selecting a Location for Attachments
Linking a File to a Reference
Adding a Folder to a Reference
Adding an Internet Address to a Reference
Recognizing the Location of a Linked File
Opening Linked Files
Exporting Attached Files
Deleting a Link
Renaming PDF Files
Automatically Renaming Files Attached to References
Automatically Renaming Files When Adding References
Manually Renaming Files
Adding Labels
Creating a Table of Contents
Applying Keywords
Applying Keywords to a Reference
Adding Keywords from a PDF
Applying Keywords to Multiple References
Adding and Applying Keywords in the Keywords Dialog
Managing Your Keyword List
Evaluating a Bibliography
Recording Locations
Adding Notes
Search and Replace
Managing Lists
Editing, Deleting, and Merging List Entries
Importing Lists
Sorting References
Changing the Sort Order for a List of References
Sorting in Table View
Adding, Removing, and Changing the Order of Columns
Grouping References
Grouping References or Knowledge Items
Creating Groups
Assigning Groups
Removing Items from a Group
Deleting Groups
Merging Groups
Searching and Selecting
Switching to a Known Reference
Viewing Recently Added References
Viewing Changes
Quick Select (Filters)
Quick Search
Advanced Search
Searching with Regular Expressions
Searching with Wildcards
Searching with Comparison Operators
Searching with Boolean Operators: AND, OR, NOT
Using Field Codes
Defining Equivalent Characters
Managing the Number of Search Results
Actions After a Search
Saving Searches
Searching Attached Files
Exporting References
Exporting to Another Citavi Project
Copying References to the Clipboard
Exporting to RIS
Exporting to BibTeX
Exporting to EndNote
Exporting to Excel or Calc
Saving Export Presets
Sending References by Email
Obtaining Materials
Locating Books
Checking Availability
Finding Full-Text Articles
Ordering Books and Articles
Planning Tasks
Adding Tasks
Creating Your Own Tasks
Adding Text-Related Tasks
Adding a Project Task
Viewing Tasks
Printing Task Lists
Tracking Your Progress
Retaining and Organizing Knowledge
Writing Abstracts and Comments
Creating and Saving Abstracts
Evaluating a Reference
Documenting Relationships
Annotating Texts
Selecting Text
Highlight Only (Yellow Highlights)
Highlighting with Main Idea (Red Highlights)
Adding Direct Quotations (Blue Highlights)
Adding Indirect Quotations (Purple Highlights)
Adding Summaries (Green Highlights)
Adding Comments (Orange Highlights)
Adding Tasks (Turquoise Highlights)
Excerpting Image Quotations
Viewing Linked Sections of a PDF
Understanding Layers
Importing PDF Annotations
Exporting PDF Annotations
Annotation Troubleshooting
Adding Quotations
Basic Principles of Citation
Quoting a Text Passage
Additional Hints for Working with Quotation Types
Working with Summaries
Adding Secondary Quotations
Editing a Quotation
Adding Thoughts
Quickly Adding Printed Text
Inserting Formulas
Inserting Tables
Inserting Images
Outlining with Keywords and Categories
Working with Keywords
Organizing References with Categories
Creating Categories
Assigning Categories
Importing and Exporting Categories
Working with Mind Mapping Software
Organizing and Printing Quotations and Thoughts
Organizing Quotations and Thoughts Manually
Sorting Quotations and Thoughts Automatically
Printing Quotations for One Reference
Printing a Compilation of Quotations and Thoughts
Citing Quickly
Creating Publications
Creating a Project Bibliography
About Bibliographies
Creating a Simple Project Bibliography
Creating an Annotated Project Bibliography
Creating Grouped Bibliographies
Creating a New Grouping
Example Groupings
Inserting Additional Headings
Switching or Deleting Groupings
Sharing Grouping Definitions
Creating Publications with Word
Installing the Add-In for Word
Exploring the Add-In for Word
Creating a Publication
Important Information
Don't Manually Change Citavi Fields
Don't Insert Citavi Fields in Frames
Don't Insert Citavi Fields in Text Boxes
Don't Use the "No Markup" Option in Track Changes
Don't Mark Text as "Hidden" in Word
Don't Save in ODT Format
Assigning a Project to a Document
Selecting a Citation Style
Inserting Categories
Inserting Categories and Quotations
Inserting References
Restoring References
Reassigning References
Creating Multiple Citations
Editing Multiple Citations
Inserting Knowledge Items
Insert Advanced
Inserting References with Options
Inserting Knowledge Items with Options
Ibid, cf.
Working with Master Documents
Linking In-Text Citations to the Bibliography
Moving a Bibliography
Formatting a Bibliography
Creating a Grouped Project Bibliography
Using Endnotes
Editing Cited References
Optional Settings
Converting Fields
Converting Citavi Placeholders to Citavi Fields
Converting EndNote, RefMan, or RefWorks Fields to Citavi Fields
Converting Citavi Fields to Static Text
Saving a Copy with Citavi Placeholders
Copying References Inserted by Someone Else into Your Own Project
Backups for Word Documents
Deactivating the Add-In for Word
Moving the Citavi Pane
Troubleshooting
Proofreading Tips
Creating a Publication with Writer
Using the Publication Assistant
Inserting References into a Publication
Inserting Quotations and Thoughts into a Publication
Advanced Placeholder Options
Formatting a Publication
Creating a Publication with TeX
Generating BibTeX Keys
Generating a BibTeX File
Creating a Custom Export Definition
Selecting a Bibliography Style
Inserting Formulas in Quotations
Collaborating in a Team
Overview of Team Features
Conflict Management
Collaborating in a Team with Citavi for Windows
About Citavi for Windows
New in Citavi 5
Creating a Team Project
Working over a Slow Network Connection
Refreshing Changes
Collaborating in a Team with Citavi for DBServer
Citavi for DBServer
Technical Requirements for DBServer
Checklist Setting up Citavi for DBServer
Installing SQL Server Express
Setting up an SQL Server with Citavi DBServer Manager
Using the Full Text Search
Using an SQL Server in Azure
Installing Licenses
Creating a New Server Project
Managing Server Projects
Managing Users
Roles and Permissions
Creating a Connection File
Manually Connecting to the DBServer
Distributing Connection Files
Creating Additional Databases
Deleting or Renaming a Database
Setting up Database Backups
DBServer Troubleshooting
Using Citation Styles
About Citation Styles
Finding Citation Styles
Customizing Citation Keys
Generating Citation Keys
Customizing Citation Key Templates
Exporting and Importing Citation Key Templates
Creating Citation Styles
Modifying an Existing Style
Creating a New Citation Style
Sharing Citation Styles
Setting Citation Style Properties
Changing the Bibliography's Sort Order
Avoiding Ambiguous References
Creating a Reference Number Style
Choosing Reference Types
Creating Footnote Styles
Creating In-Text Citation Styles
Rules of Thumb
Components Share the Same Properties
Don't Use the Punctuation Fields for Parentheses or Text
Save Templates in the Correct Order
Use Replacements
Defining Bibliography Formatting
Contributions
Names of Persons
Setting Date Formats
Numbers
Page Numbers
Formatting Names of Periodicals
Text Elements
Using Special Components
Punctuation
Creating a New Component
Combining Elements in One Component
Programmable Components
Creating a New Template
Types of Template Conditions
Reusing Rule Sets
Setting Edit States
Customizing Citavi
Changing the Language
Color Coding Projects
Customizing the Overview Tab
Customizing the Reference Tab
Custom Fields
Customizing Quick Help
Changing a Project Name
Using Relative Paths
Spelling Checker
Using macros
Using Settings Files
Creating and Exporting Settings Files
Importing Settings Files
Customizing Program Options
General
Folders
Search
OpenURL
Ordering
Scanner
Formatting
Technical Information
Feature Overview
Keyboard Shortcuts
Citavi Folder Structure
Options for Starting Citavi
About Saving
Using Backups
Privacy Information
Using Citavi in the United States
Fields in Citavi
Archive Material
Audio Book
Audio or Video Document
Book
Book, Edited
Collected Work
Conference Proceedings
Contribution
Contribution in Legal Commentary
Court Decision
File
Internet Document
Interview Material
Journal Article
Lecture
Legal Commentary
Manuscript
Map
Movie
Music Track
Musical Work / Music Album
News Agency Report
Newspaper Article
Patent
Personal Communication
Press Release
Radio or TV Broadcast
Radio Play (Audio Drama)
Report or Gray Literature
Software
Special Issue
Standard
Statute or Regulation
Thesis
Unknown
Field Mappings to Other Programs
Citavi to EndNote
BibTeX to Citavi
Citavi to Biblatex
Citavi to BibTeX
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