Creating a New Template

There are three rule sets each reference type: bibliography, in-text citation, and footnote. When you create a rule set, you first create the template that covers the normal way of citing, for example a standard entry in the bibliography.

With that completed, you can add additional templates that apply under certain conditions, for example:

• In the in-text citation a reference should be cited for the first time with up to six other authors. If the reference is cited again, it should appear with only two authors in the in-text citation.
• A reference should be cited with all bibliographic information the first time it is cited. Each additional time it is cited, only the last name of the author, the title, and the year of publication should be listed. If the same reference is cited twice in a row, the abbreviation "ibid." is used.
• German references should be listed differently than English references in your bibliography. (Citavi uses the Language field under Reference > More fields to record this information. The name of the language can be listed using the ISO 639-1 or 639-2 code or written in English or German.)

For all the examples above, you would create new templates for formatting that differ from the default template.

The following screenshots use the "ibid." example mentioned above.

1 Select the default template (here we've selected the Footnote default template). On the Template menu, click New. Select Consecutive citation. Click OK.