• Contents
• Installing Citavi and Checking for Updates
  • Installing Citavi
    • System Requirements
    • Installing on a PC
    • Installing the Pickers
    • Updating Citavi on a PC
    • Repairing Citavi
    • Installing on a USB Flash Drive
    • Upgrading on a USB Flash Drive
    • Updating on a USB Flash Drive
    • Installing on a Mac
    • Deploying with a Software Distribution System
    • Defining Administrative Settings
    • Installing on a Terminal Server
  • Upgrading to Citavi 5
    • New Features in Citavi 5
    • Upgrading from Citavi 2 to Citavi 5
    • Upgrading from Citavi 3 to Citavi 5
    • Upgrading from Citavi 4 to Citavi 5
    • Solutions to Common Upgrade Problems
  • Licensing Citavi
    • Overview of License Types
    • Using a Site License
    • Entering a License Key
    • Deleting a License Key
    • Troubleshooting License Key Problems
  • Moving to a New Computer
  • Uninstalling Citavi
• Getting Started
  • Citavi at a Glance
  • A Tour of Citavi
  • Starting projects
    • Creating a Local Project
    • Creating a Server Project
  • Adding References
    • Adding a Book by Hand
    • Adding a Contribution in an Edited Book
    • Tips for Names of Persons
    • Linking a File to a Reference
    • Adding a Book by ISBN Number
    • Adding Multiple Books by ISBN Number
    • Selecting Catalogs for ISBN Download
    • Importing PDF Files
  • Searching for Sources
    • Searching from within Citavi
      • Searching Library Catalogs with Citavi
      • Searching Research Databases with Citavi
      • Importing Login Credentials with a Settings File
    • Searching Online
      • Importing Results from Online Databases
      • Importing Search Results with the Picker
    • Searching with the Citavi Pickers
      • Adding a PDF File with the Picker
      • Adding a Webpage wtih the Citavi Picker
      • Adding Books by ISBN with the Picker
  • Planning Your Work
    • Assigning Tasks
      • Planning Tasks
      • Printing a Task List
    • Obtaining a Copy
      • Selecting Catalogs for Location Searches
      • Finding Library Locations
      • Ordering Books
      • Finding Full Text
  • Organizing Knowledge
    • Describing
      • Applying Keywords
      • Adding Abstracts and Tables of Contents
      • Evaluating a Reference
      • Adding Notes
      • Documenting Relationships
    • Excerpting
      • Annotating PDF Files
      • Adding Quotations by Hand
      • Copying Quotations from Webpages
      • Adding Image Quotations
    • Systematizing and Structuring
      • Creating Categories
      • Organizing References by Category
      • Sorting Quotations and Thoughts
      • Creating a Compilation
  • Creating Publications
    • Creating a Project Bibliography
      • Making a Selection
      • Creating a Simple Project Bibliography
      • Creating a Grouped Project Bibliography
      • Printing an Annotated Project Bibliography
      • Changing Citation Styles
    • Formatting a Publication
      • Creating a Publication with Word
      • Creating a Publication with Writer
      • Creating a Publication with LaTeX
  • Navigating and Searching
    • Navigating
    • Quick Search
    • Advanced Search
  • Managing Projects
    • Managing Lists
    • Moving or Copying References
    • Backing up your Projects
    • Restoring a Project from a Backup
    • Deleting Projects
• Citavi in Detail
  • Adding References
    • Adding References Automatically
      • Adding Books by ISBN
      • Helpful Tools for Adding ISBNs
      • Adding Articles by DOI or PubMed ID
    • Adding References Manually
      • Adding a New Reference by Hand
      • Setting Favorite Reference Types
      • Reference Types in Citavi
      • Changing Reference Types
      • Short Titles, Citations, and Citation Keys
      • Duplicating a Reference
      • Tips for Names of Persons
        • Special Guidelines for Multiple Last Names
        • Prefixes
        • Exceptions
        • Pseudonyms
        • Don't Add Academic Titles or Titles of Nobility
        • Defining the "Sort By" Name
      • Entering Author Genders
      • Entering Special Characters
    • Special Reference Types
      • Festschrifts
      • Collected Essays
      • Journal Issues
      • Loose-Leaf Collections
      • Reports
      • Encyclopedia Entries
      • Multivolume Works
      • Exhibition Catalogs
  • Importing References
    • Importing from Other Reference Management Programs
      • Importing from EndNote
      • Importing from Mendeley
      • Importing from ProCite
      • Importing from Reference Manager
      • Importing from RefMe
      • Importing from RefWorks
      • Importing from Zotero
    • Importing Text Files
      • Importing a BibTeX File
      • Importing a RIS File
      • Importing an EndNote Tagged File
      • Importing Other Formats
      • Importing a Database, Spreadsheet, or CSV File
      • Importing a Formatted Bibliography
  • Searching for Sources
    • Developing a Search Strategy
      • What Makes a Good Search Strategy?
      • Choosing Search Terms
      • Choosing Online Resources
    • Searching from within Citavi
      • Simple and Advanced Search
        • Performing a Simple Online Search
        • Performing an Advanced Online Search
      • Searching Freely Available Resources
      • Searching Subscription Databases
      • Searching Multiple Online Resources
      • Saving and Running Searches
      • Reviewing Search Results
    • Searching Online Resources
      • Importing References in a Standard Format
      • Importing References in a Nonstandard Format
      • Importing with Pickers
    • Working with Citavi Pickers
      • Browser Pickers
        • Working with Citavi Pickers
          • Importing with the Hunter
          • Finding Bibliographic Information by ISBN or DOI
          • Adding Webpage Metadata
        • Adding an Internet Document
        • Saving Screenshots
        • Copying Text with its URL
        • Adding a Quotation
        • Saving Images
        • Finding Bibliographic Information by ISBN
        • Enabling or Disabling the Citavi Icon
        • Importing Search Results with a Click
      • Picker for Adobe Reader and Acrobat
        • Adding PDF Files
        • Saving Text as a Quotation
        • Saving Images
    • Viewing the Source of a Reference or an Import
      • Determining a Reference's Source
      • Selecting All References from an Online Search
    • Staying Up-to-Date with RSS Feeds
      • Subscribing to a News Feed
      • Subscribing to a Search Alert Feed
      • Using RSS Feeds
  • Editing References
    • Editing or Deleting References
    • Verifying Bibliographic Information
    • Reassigning Contributions
    • Eliminating Duplicates
    • Adding Cover Art
    • Checking the Accuracy of References
    • Linking Files to References
      • Selecting a Location for Attachments
      • Linking a File to a Reference
      • Adding a Folder to a Reference
      • Adding an Internet Address to a Reference
      • Recognizing the Location of a Linked File
      • Opening Linked Files
      • Exporting Attached Files
      • Deleting a Link
    • Renaming PDF Files
      • Automatically Renaming Files Attached to References
      • Automatically Renaming Files When Adding References
      • Manually Renaming Files
    • Adding Labels
    • Creating a Table of Contents
    • Applying Keywords
      • Applying Keywords to a Reference
      • Adding Keywords from a PDF
      • Applying Keywords to Multiple References
      • Adding and Applying Keywords in the Keywords Dialog
      • Managing Your Keyword List
    • Evaluating a Bibliography
    • Recording Locations
    • Adding Notes
    • Search and Replace
    • Managing Lists
      • Editing, Deleting, and Merging List Entries
      • Importing Lists
  • Sorting References
    • Changing the Sort Order for a List of References
    • Sorting in Table View
    • Adding, Removing, and Changing the Order of Columns
    • Grouping References
  • Grouping References or Knowledge Items
    • Creating Groups
    • Assigning Groups
    • Removing Items from a Group
    • Deleting Groups
    • Merging Groups
  • Searching and Selecting
    • Switching to a Known Reference
    • Viewing Recently Added References
    • Viewing Changes
    • Quick Select (Filters)
    • Quick Search
    • Advanced Search
      • Searching with Regular Expressions
      • Searching with Wildcards
      • Searching with Comparison Operators
      • Searching with Boolean Operators: AND, OR, NOT
      • Using Field Codes
      • Defining Equivalent Characters
      • Managing the Number of Search Results
    • Actions After a Search
    • Saving Searches
    • Searching Attached Files
  • Exporting References
    • Exporting to Another Citavi Project
    • Copying References to the Clipboard
    • Exporting to RIS
    • Exporting to BibTeX
    • Exporting to EndNote
    • Exporting to Excel or Calc
    • Saving Export Presets
    • Sending References by Email
  • Obtaining Materials
    • Locating Books
    • Checking Availability
    • Finding Full-Text Articles
    • Ordering Books and Articles
  • Planning Tasks
    • Adding Tasks
    • Creating Your Own Tasks
    • Adding Text-Related Tasks
    • Adding a Project Task
    • Viewing Tasks
    • Printing Task Lists
    • Tracking Your Progress
  • Retaining and Organizing Knowledge
    • Writing Abstracts and Comments
      • Creating and Saving Abstracts
      • Evaluating a Reference
      • Documenting Relationships
    • Annotating Texts
      • Selecting Text
      • Highlight Only (Yellow Highlights)
      • Highlighting with Main Idea (Red Highlights)
      • Adding Direct Quotations (Blue Highlights)
      • Adding Indirect Quotations (Purple Highlights)
      • Adding Summaries (Green Highlights)
      • Adding Comments (Orange Highlights)
      • Adding Tasks (Turquoise Highlights)
      • Excerpting Image Quotations
      • Viewing Linked Sections of a PDF
      • Understanding Layers
      • Importing PDF Annotations
      • Exporting PDF Annotations
      • Annotation Troubleshooting
    • Adding Quotations
      • Basic Principles of Citation
      • Quoting a Text Passage
      • Additional Hints for Working with Quotation Types
      • Working with Summaries
      • Adding Secondary Quotations
      • Editing a Quotation
      • Adding Thoughts
      • Quickly Adding Printed Text
      • Inserting Formulas
      • Inserting Tables
      • Inserting Images
    • Outlining with Keywords and Categories
      • Working with Keywords
      • Organizing References with Categories
        • Creating Categories
        • Assigning Categories
        • Importing and Exporting Categories
        • Working with Mind Mapping Software
    • Organizing and Printing Quotations and Thoughts
      • Organizing Quotations and Thoughts Manually
      • Sorting Quotations and Thoughts Automatically
      • Printing Quotations for One Reference
      • Printing a Compilation of Quotations and Thoughts
      • Citing Quickly
  • Creating Publications
    • Creating a Project Bibliography
      • About Bibliographies
      • Creating a Simple Project Bibliography
      • Creating an Annotated Project Bibliography
    • Creating Grouped Bibliographies
      • Creating a New Grouping
      • Example Groupings
      • Inserting Additional Headings
      • Switching or Deleting Groupings
      • Sharing Grouping Definitions
    • Creating Publications with Word
      • Installing the Add-In for Word
      • Exploring the Add-In for Word
      • Creating a Publication
        • Important Information
          • Don't Manually Change Citavi Fields
          • Don't Insert Citavi Fields in Frames
          • Don't Insert Citavi Fields in Text Boxes
          • Don't Use the "No Markup" Option in Track Changes
          • Don't Mark Text as "Hidden" in Word
          • Don't Save in ODT Format
        • Assigning a Project to a Document
        • Selecting a Citation Style
        • Inserting Categories
        • Inserting Categories and Quotations
        • Inserting References
        • Restoring References
        • Reassigning References
        • Creating Multiple Citations
        • Editing Multiple Citations
        • Inserting Knowledge Items
        • Insert Advanced
          • Inserting References with Options
          • Inserting Knowledge Items with Options
        • Ibid, cf.
        • Working with Master Documents
        • Linking In-Text Citations to the Bibliography
        • Moving a Bibliography
        • Formatting a Bibliography
        • Creating a Grouped Project Bibliography
        • Using Endnotes
      • Editing Cited References
      • Optional Settings
      • Converting Fields
        • Converting Citavi Placeholders to Citavi Fields
        • Converting EndNote, RefMan, or RefWorks Fields to Citavi Fields
        • Converting Citavi Fields to Static Text
        • Saving a Copy with Citavi Placeholders
        • Copying References Inserted by Someone Else into Your Own Project
      • Backups for Word Documents
      • Deactivating the Add-In for Word
      • Moving the Citavi Pane
      • Troubleshooting
      • Proofreading Tips
    • Creating a Publication with Writer
      • Using the Publication Assistant
      • Inserting References into a Publication
      • Inserting Quotations and Thoughts into a Publication
      • Advanced Placeholder Options
      • Formatting a Publication
    • Creating a Publication with TeX
      • Generating BibTeX Keys
      • Generating a BibTeX File
      • Creating a Custom Export Definition
      • Selecting a Bibliography Style
      • Inserting Formulas in Quotations
  • Collaborating in a Team
    • Overview of Team Features
    • Conflict Management
    • Collaborating in a Team with Citavi for Windows
      • About Citavi for Windows
      • New in Citavi 5
      • Creating a Team Project
      • Working over a Slow Network Connection
      • Refreshing Changes
    • Collaborating in a Team with Citavi for DBServer
      • Citavi for DBServer
      • Technical Requirements for DBServer
      • Checklist Setting up Citavi for DBServer
      • Installing SQL Server Express
      • Setting up an SQL Server with Citavi DBServer Manager
      • Using the Full Text Search
      • Using an SQL Server in Azure
      • Installing Licenses
      • Creating a New Server Project
      • Managing Server Projects
      • Managing Users
      • Roles and Permissions
      • Creating a Connection File
      • Manually Connecting to the DBServer
      • Distributing Connection Files
      • Creating Additional Databases
      • Deleting or Renaming a Database
      • Setting up Database Backups
      • DBServer Troubleshooting
  • Using Citation Styles
    • About Citation Styles
    • Finding Citation Styles
    • Customizing Citation Keys
      • Generating Citation Keys
      • Customizing Citation Key Templates
      • Exporting and Importing Citation Key Templates
    • Creating Citation Styles
      • Modifying an Existing Style
      • Creating a New Citation Style
      • Sharing Citation Styles
      • Setting Citation Style Properties
      • Changing the Bibliography's Sort Order
      • Avoiding Ambiguous References
      • Creating a Reference Number Style
      • Choosing Reference Types
      • Creating Footnote Styles
      • Creating In-Text Citation Styles
      • Rules of Thumb
        • Components Share the Same Properties
        • Don't Use the Punctuation Fields for Parentheses or Text
        • Save Templates in the Correct Order
        • Use Replacements
      • Defining Bibliography Formatting
      • Contributions
      • Names of Persons
      • Setting Date Formats
      • Numbers
      • Page Numbers
      • Formatting Names of Periodicals
      • Text Elements
      • Using Special Components
      • Punctuation
      • Creating a New Component
      • Combining Elements in One Component
      • Programmable Components
      • Creating a New Template
      • Types of Template Conditions
      • Reusing Rule Sets
      • Setting Edit States
  • Customizing Citavi
    • Changing the Language
    • Color Coding Projects
    • Customizing the Overview Tab
    • Customizing the Reference Tab
    • Custom Fields
    • Customizing Quick Help
    • Changing a Project Name
    • Using Relative Paths
    • Spelling Checker
    • Using macros
    • Using Settings Files
      • Creating and Exporting Settings Files
      • Importing Settings Files
    • Customizing Program Options
      • General
      • Folders
      • Search
      • OpenURL
      • Ordering
      • Scanner
      • Formatting
  • Technical Information
    • Feature Overview
    • Keyboard Shortcuts
    • Citavi Folder Structure
    • Options for Starting Citavi
    • About Saving
    • Using Backups
    • Privacy Information
    • Using Citavi in the United States
    • Fields in Citavi
      • Archive Material
      • Audio Book
      • Audio or Video Document
      • Book
      • Book, Edited
      • Collected Work
      • Conference Proceedings
      • Contribution
      • Contribution in Legal Commentary
      • Court Decision
      • File
      • Internet Document
      • Interview Material
      • Journal Article
      • Lecture
      • Legal Commentary
      • Manuscript
      • Map
      • Movie
      • Music Track
      • Musical Work / Music Album
      • News Agency Report
      • Newspaper Article
      • Patent
      • Personal Communication
      • Press Release
      • Radio or TV Broadcast
      • Radio Play (Audio Drama)
      • Report or Gray Literature
      • Software
      • Special Issue
      • Standard
      • Statute or Regulation
      • Thesis
      • Unknown
    • Field Mappings to Other Programs
      • Citavi to EndNote
      • BibTeX to Citavi
      • Citavi to Biblatex
      • Citavi to BibTeX

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