Feature Overview

The following list contains all features in Citavi 6.

Technical Requirements

• Operating system: Windows 11 (recommended), Windows 10 / Windows Server 2022, 2019, or 2016

• Framework: Microsoft .NET Framework 4.8 (or later)
• RAM: 4 GB or more
• Hard disk space: approximately 300 MB for the program itself; at least 30 MB for project databases

Individual or Team Projects

• Projects can be stored locally, in the Citavi Cloud or on a Microsoft SQL Server (Citavi for DBServer).
• Databases created as cloud projects or with Citavi for DBServer can be shared and 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: 25,000 - 50,000 (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 (arXiv IDs from 2007 on)
• 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 text quotations (with text formatting); maximum of 64,000 characters in formattable text fields
• Saving 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

Browser extensions for Google Chrome, Microsoft Edge and Mozilla Firefox for quickly importing web content

Documentation and Support

• Manual
• Context-sensitive help texts
• Customizable help texts
• Example project included in the installation