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".
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 user name and password are necessary in addition to or instead of IP-based authentication. Citavi encrypts this information. To share these encrypted logins with others, you need to distribute the settings with Citavi.
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, select 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 organization has a link resolver, enter its base URL under Tools > Options >RSS / OpenURL in the OpenURL field.
If you've subscribed to RSS feeds, you can use this option to give the feed addresses to others.
If your institution or publisher recommends a particular citation style, select that style. You can also select multiple citation styles: Menu Citation > Change citation style > Search for style. The citation styles you select will then appear in the Citavi Word Add-In and directly in Citavi for you to select from, and you will not need to search for them. This does not allow you to specify a particular citation style in Word in advance, however.
To make a custom citation style available to all users in the organization, follow these steps.