Using macros

Citavi has a built-in macro editor. Macros are mini-programs that run within Citavi. They let you do things with your project that are not possible with Citavi's standard features. For example, you could batch move contents from one field to another, or sort categories alphabetically.

The macros here show the wide variety of possibilities for use:

Automatically add bibliographic information using the DOI name

Remove line breaks from all abstract fields

Correct formatting

Replace commas in keywords with semicolons

Move PDF Files

Move PDF files

Find references with empty fields required by a citation style

Create a list of categories with the number of references per category

Create a list of persons with the number of works authored

Citavi macros are written in the C# ("C sharp") programming language and interact with the Citavi object model, which is specific to a version of Citavi. This means that macros from earlier versions of Citavi usually will not work in a later version of Citavi.

On GitHub you can find a number of macros for Citavi. Here's how to use them:

1.Macro files have the .cs file extension. If you received the macro in a ZIP archive, be sure to extract it from the ZIP first.

2.Start Citavi and open the project you want to work on.

3.Important: Back up the project before running a macro on it (File >Create backup > Creating a backup). Creating a backup is very important because the changes made by a macro cannot be undone!

4.Many macros apply to the current selection only, so if you want them to apply only to some references, use the filter or search features to create a selection first. (You can identify a macro that applies to the current selection because the macro's program code will contain a command with the ending ".GetFilteredReferences()".)

5.Click Tools > Macro editor or press Alt+F11 to open the macro ediotr. It can take a few seconds for the macro editor to open.

6.In the Macro Editor, on the File menu, click Open and choose the macro file (.cs) you prepared in step 1.

7.Click Compile. No errors should appear in the lower pane of the window.

8.Click Run to run the macro. You will be asked to confirm that you created a backup. If you haven't, click Cancel, create the backup, and then continue.