Working with Master Documents

Word lets you break a long document into smaller documents in order to work on these individually. A master document is created that contains links to individual subdocuments.

At the end of this chapter, you can find information on how to update a master document after switching from Citavi 5 to Citavi 6.

Create a new master document with your Citavi categories.

1.Create a new document. We recommend saving the document in a new folder in which you will later save your subdocuments as well.

2.Assign a Citavi project to the document.

3.Insert the categories from the project into the document.

4.In Word on the View ribbon, click Outline to switch to Outline view.

5.In Outline view select the headings that Word should create subdocuments for.

Hint

In Step 7 (see below), Word uses your headings to name the subdocuments. The new documents will then appear in the folder from step one in alphabetical order instead of the order matching your paper. For this reason, we recommend adding numbers to your headings: 01, 02, 03, etc. After your subdocuments have been created, you can open the individual documents and delete the numbers in the headings.

6.In the Master Document group, click Create. (If you do not see the Create button, you first need to click Show Document).

7.Save the Word file. Word creates the subdocuments and names the files using the beginning characters of the heading that you assigned to the individual chapters in the Outline view.

After saving, you can open and edit subdocuments individually. Any change you make to a subdocument will also appear in your master document. To see the contents of all subdocuments, switch to the Outline view again. In the Master Document group, click Expand Subdocuments.

Create a new master document without using your Citavi categories

1.Create a new document. We recommend saving the document in a new folder in which you will later save your subdocuments as well. On the View menu, click Outline to switch to Outline view.

2.Insert a heading for the master document.

3.Insert additional headings for every chapter that you want to create a subdocument for. (Word will look for the "Heading 1" style.)

4.In Outline view select the headings that Word should create subdocuments for.

5.In the Master Document group, click Create.

6.Save the Word file. Word creates the subdocuments and names the files using the beginning characters of the heading that you assigned to the individual chapters in the Outline view.

After saving, you can open and edit subdocuments individually. Any change you make to a subdocument will also appear in your master document. To see the contents of all subdocuments, switch to the Outline view again. In the Master Document group, click Expand Subdocuments.

Using the Word Add-In with Subdocuments

1.Link each subdocument to your Citavi project.

2.Citavi creates a bibliography at the end of each subdocument.

3.Complete your paper.

4.Close all subdocuments and open the master document. Delete the bibliography that appears at the end of each chapter.

5.On the Citavi ribbon, click Refresh. The Word Add-In inserts a bibliography at the end of the master document that contains all the references that were inserted in all subdocuments.

Updating a Master Document Created with Citavi 5 in Citavi 6

1.Create a new folder.

2.Open a subdocument that you created with the Citavi 5 Word Add-In.

3.Save the subdocument in the new folder. Important: do not change the file name.

4.Repeat steps 2-3 for all subdocuments.

5.Copy the old master document to the new folder.