Feature Overview

The following list contains all features in Citavi 6.

Technical Requirements

Operating system: Windows 10, Windows 8, Windows 7, Windows Server 2016; Windows Server 2012; Windows Server 2008 (with all updates). For Citavi for DBServer databases: Microsoft SQL Server 2008 R2 or later.

Framework: Microsoft .NET Framework 4.6.1 (or later)

RAM: 4 GB or more

Hard disk space: approximately 300 MB for the program itself; at least 30 MB for project databases

Internet Explorer 11 with JavaScript enabled is necessary to log into Citavi Account

Individual or Team Projects

Databases can be worked on by multiple people at once.

Databases created as cloud projects or with Citavi for DBServer can be protected with different rights.

Workspaces and Views

Reference Editor: Reference tabs and lists; integrated help texts; controlled lists for persons and organizations; keywords, periodicals, series, publishers, and libraries; customizable Overview tab

Knowledge Organizer: Categorization of quotations, integrated help texts

Task Planner: Lists by type of task, importance, and/or due date, integrated help texts; selections of tasks according to default or user criteria

Word-Add-In (information below)

LaTeX Assistant: Window which allows the user to insert references and quotations in TeX editors

Views

Create selections, and order and group fields in the Table View. Hide and display information in lists.

Multiple input forms can be open and edited at the same time.

The default view (Overview tab) can be customized to display additional fields from other tabs.

Input fields can be enlarged using the zoom feature.

The user interface is enlarged accordingly if Windows is set to 120 DPI or 125% resolution.

Taskbar for quickly inserting special typographical characters

Various interface colors

Seven Interface Languages:

English

French

German

Italian

Polish

Portuguese

Spanish

Project Databases

Maximum number of project databases: no limit

Maximum number of references per project: approximately 100,000 (but depends on amount of RAM)

Possible to insert a description of the database

Statistics

Data Entry

Number of Reference Types: 35

Nine customizable input fields

Links between reference types (for example, between edited books and their contributions)

Unicode support

Automatic insertion of bibliographic information by entering a 10-digit or 13-digit ISBN number, a DOI name, a PubMed ID, a PMCID, or an arXiv ID

Autosuggest for the entry of personal names, organizations, publishers, places of publication, periodicals, and series titles

Automatic identification of authors' genders based on the first name (requires an active Internet connection)

Duplication of references

Possible to create links to local files. Relative paths can also be used

Links to Internet and Intranet files

Supports DOI and URN links

Availability search using OpenURL

EZproxy support

Automatic creation of short titles

Automatic creation of citation keys and BibTeX keys using customizable templates

Online Search

Search in bookseller and library catalogs and research databases (via Z39.50 protocol or web services); currently over 4500 catalogs and databases

Search within subscription databases possible with user authentication

Automatic detection of subscribed databases (via IP address)

Data Import

Direct import from bookseller and library catalogs

Automatic import from research databases using a text file or the Clipboard with general or database-specific filters

Direct import of information in RIS, BibTeX, and EndNote Tagged Format, as well as from OvidSP databases.

Import from other reference management programs: EndNote, ProCite, Reference Manager, etc.

Import of information in tabular form: MS Access, MS Excel, OpenOffice Calc, text files with separators (tab, CSV etc.)

Import of book covers from catalogs or manual insertion from a file

Import from MindManager, Freemind, and ConceptDraw files to a Citavi category system

Search and Select Features

Quick select options that can be combined

Automatic selection based on the references cited in a particular document

Full-text search in all fields, in groups of fields, or in individual fields

Boolesche operators: AND, OR, NOT

Relational operators: >, >=, <, <=

Wildcards: ?, *

Regular expressions

Preview of items found with highlighted search results

An item containing a search result can be automatically opened from the search window

Possible to search within results

Duplicate reference search

Evaluating and Working with References

Abstract, table of contents

Evaluations

References to other references (with evaluation options)

Keywords

Categorization in a user-created hierarchical category system

Keywords and categories can be batch applied to multiple references at once

Saving of text quotations (with formatting)

Saving of image quotations (in various file formats)

Analyzing and Annotating PDF Files

Simple highlighting

Quickly highlight and note the main idea (red highlights)

Save direct quotations

Save indirect quotations

Write summaries

Write standalone comments or comment on quotations

Save image quotations

Assign tasks

Add abstracts and tables of contents

Add keywords

Add references from bibliographies in PDF articles

Save metadata in PDF files

Knowledge Organization

Saving of thoughts in text format

Saving of thoughts in image format (for example, a photograph of a hand-drawn outline)

Creation and flexible customization of category systems to structure quotations and thoughts with automatic adjustments of all relations when changes are made

Order of quotations and thoughts within a category can be set manually.

Compilations containing all quotations, thoughts, and images arranged by category

Category system can be used to structure a list of references

Project Organization

Special tasks for individual references: 10 predefined task types (borrow, examine and assess, etc.) with due dates, importance, and status

Freely definable project tasks

Call numbers and locations can be saved

Notes can be added to each reference

Batch assigning of tasks or location information

Assign tasks to other team members

Notes for persons, organizations, periodicals, publishers, etc.

Task lists

Overview of references borrowed or lent

Placement of book orders through selected online booksellers.

Placement of book orders by email to a local bookseller

Word Add-In

Insertion of references as dynamic Word fields

Insertion of references as multiple citations

Cited references are designated

Insertion of quotations from the Citavi project with their citations

Automatic creation and updating of the bibliography when references are inserted or deleted.

The category system can be imported as an outline

Automatic updating of references and the bibliography when the citation style is changed

References cited in a document created with the Citavi Word Add-In can be imported into another Citavi project.

References that no longer are in the Citavi project can be restored and copied back into the project.

Conversion of Word documents created with EndNote, Reference Manager or RefWorks

Conversion of Word Add-In fields to static text before submitting a publication

LaTeX Assistant

Supports the LaTeX editors LEd, LyX, Texmaker, TeXnicCenter, TeXstudio, TeXworks, WinEdt, and WinShell

Data Ouput and Export

Formatting according to a selected citation style

Editor for creating or modifying styles

Copying and moving of references to other Citavi projects

Creation of simple project bibliographies with or without grouping

Output in the following image formats (for image quotations, cover art, etc.): JPEG, BMP, GIF, PNG, TIFF

Output in the following text formats: RTF, MS Word, Open Office Writer, ASCII

Output in MS Excel

Output in the following bibliographic formats: BibTeX, RIS, EndNote, EndNote Tagged

Customizable BibTeX export (with preconfigured settings for Bibsonomy, IEEE, jurabib, etc.)

Automatic BibTeX export: Citavi can scan a TeX file and create a BibTeX file based on the BibTeX keys used

Projects are saved in the SQLite database format (unencrypted).

Data and Program Management

Automatic update notifications

Administrative setups and updates with the possibility to define settings (for example, for network administrators)

Automatic backups

Project and global options that can be exported and imported

Entries in lists (persons and organizations, keywords, periodicals, publishers, libraries, and series) can be corrected, merged, and deleted. Corresponding fields are then updated throughout the project.

Extensions: Citavi Pickers

Extensions for Firefox (versions 57 and later), Google Chrome, Internet Explorer (versions 11 and later) and Adobe Acrobat (32-bit and 64-bit) for quickly adding webpages, text, and images to a Citavi project

Documentation and Support

Manual

Context-sensitive help texts

Customizable help texts

Example project included in the installation

Limitations of Citavi Free

The only difference between the full version Citavi for Windows and the Citavi Free version is that it is not possible to save changes if there are more than 100 references in an open Citavi Free project. However, it is possible to create as many projects as desired in all versions.