3

What can Citavi help me do?

Search / Add Sources

Plan

AnalyzeContextualiz

e amd Connect

Write

4

General Guidelines

Click the blue links!• Change the reference type• Add name prefixes or suffixes• Etc.

Right-click = additional options• Edit list entries• Go to other references• Open detailed entry windows• Insert special characters

F1 for the online manual

5

A Tour of CitaviPreview Pane or

Quick Help

Editing PaneNavigation Pane

Change Workspace

6

Navigating a Project

Back, Forward Go to…

History

Show Keyword Column/Show Category Column

7

Find References by Filtering or Searching

Search

Filter

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Adding References (Overview)

By HandField by

Field

By ISBN, DOI, or PMID

Search

Library Catalogs

ResearchDatabase

s

Import

Standard Formats

Special Filters

...and with the Picker!

9

Adding a Reference by Hand

Select a reference type

Fill in the fields

Click

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Titel über ISBN-Download aufnehmen

Enter the ISBN

Click

Click Add to project

Click Add

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Hints for Downloading by ISBN• Enter the ISBN however it is written, with hyphens, spaces, or just as a

number.

• No results? Select a different catalog to use:Tools > Options > Search > ISBN download

• If you select more than one catalog for the ISBN download, make sure that the library you use most often is at the top of the list. Citavi searches catalogs from top to bottom and imports information (and call numbers!) only from the first catalog in which the book was found.

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Use a Scanner

Scan quotations (or ISBN numbers)

Scan your ISBNs … with a smartphone, too!Citavi searches for the bibliographic information.

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Reference Types in Citavi

35 Reference Types

General and discipline-specific

Choosing the right reference type ensures that the sources in your bibliography are formatted correctly.

Drag the reference types you use most often to the favorites column.

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Adding Essays from a Book of Collected EssaysSave time by doing the following:

First, add the edited book.

Then add the contribution.

15

Search for Sources – In Your Library

Click Online search

Add the the catalog if necessary

Perform yoursearch

Add the references to your project

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Selections

After an online search or an import, the new references are displayed as a selection.

This allows you to take a look at your new references and assign tasks if you want.

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Searching in Research Databases

• Many research databases can be searched from within Citavi.

• Databases from major

information providers:CSA, DIMDI, EBSCO, ProQuest, Ovid, etc.

• Access is only possible if your university has licensed the database

• Authorization by IP address and/or password.

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Citavi Settings Files

• Using a special license key, a librarian or other infromation professional can create a settings file that allows users to access databases licensed by the institution.

• Database passwords are encrypted

• Databases can only be accessed by users with the corresponding site license.

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Importing Results (Overview)

PMID- 19592907PT - Journal ArticleIS - 0926-9630 (Print)AU - Jauhiainen AAU - Pulkkinen RTI - Problem-based learningJT - Studies in health PG - 572-6VI - 146DP - 2009MH - EducationMH - Nursing

@article{Jauhiainen_Pulkkinen:2009, author = {Jauhiainen, A. and Pulkkinen, R.}, year = {2009}, title = {Problem-based learning and e-learning methods in clinical practice}, keywords = {Education; Nursing}, pages = {572--576}, volume = {146}, issn = {0926-9630}, journal = {Studies in health}}

TY - JOURSN - 0926-9630AU - Jauhiainen, A.AU - Pulkkinen, R.T1 - Problem-based learningJF - Studies in health SP - 572EP - 576VL - 146PY - 2009KW - EducationKW - NursingER -

%0 Journal Article%@ 0926-9630%A Jauhiainen, A.%A Pulkkinen, R.%T Problem-based learning%J Studies in health %P 572-576%V 146%D 2009%K Education%K Nursing

RIS EndNote Tagged

BibTeX Non-Standard

• .ris, .enw, and .bib files can be imported by double-clicking the file.

• Other files in structured formats can be imported with special filters in Citavi.

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Importing RIS Files

For example, www.scirus.com

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The Picker Family (Overview)• Import results in COinS format

from online databases • Add a book if the ISBN is shown• Add an article if the DOI address

is shown• Add a webpage’s metadata to

Citavi • Add quotations from webpages• Save screenshots of websites• Import Kindle quotations saved

under "Your Highlights».

Firefox

Chrome

Internet Explorer

Acrobat

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Importing Results with the Pickers

In the status bar you can see the option to import results on the page.*

* for Aleph catalogs, arxiv.org, EBSCO databases, ERIC, Google Books, Google Scholar**, HighWire, OCLC databases, OvidSP databases, PubMed, Sowiport and library catalogs that support the COinS format.

** The Google Scholar Bibliography manager option needs to be activated first.

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ISBN Download with the Picker

Click the Picker symbol

Citavi searches for the bibliographic information in the catalogs under Tools > Options > Search > ISBN download

(Not the catalog displayed in your browser!)

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Adding Multiple Books by ISBN

If a webpage has a lot of ISBN numbers you can add them all at once:

Highlight the entire page

Copy to the Clipboard

In Citavi click Retrieve by ISBN >

Text From Clipboard

Click Add to Project

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Adding a Webpage

You can add a webpage to Citavi with just one click using the Picker.

Or you can add text from a website as a quotation or abstract.

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Adding Quotations from a Webpage

Select the text and use the Picker to add it to Citavi.

Please note: If you’ve already added the webpage as a reference, make sure to use the option Add selection as quotation for each additional quotation rather than Add reference and add selection as quotation.

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Adding PDF Documents

… the same way you would add a webpage.

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Checking your References

After adding references to your project, make sure to check the following:

• Bibliographic information

• Abstract• Table of contents• Keywords

Hint: Customize the Overview tab to display this information.

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Applying Keywords

Type keywords (Citavi suggests keywords already in the project)

Or select using the Keywords dialog(Press F9)

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Assigning Categories

Categories can be used to create an outline for your paper.

You can assign categories to references, quotations, and thoughts.

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Keywords vs. Categories

Keywords• Can be imported

automatically from research databases.

• Describe the contents of a reference or a quotation.

• Can consist of one or more words• Information literacy• E-learning• Glut of information• ACRL

• Are separated with semicolons

Categories• Allow you to systematically

and hierarchically group the following: • References: group by

subject, like in the library• Content: group knowledge

items in an outline • Can be exported to Word so

that you can use the outline to write your paper.

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Planning Tasks

You can assign tasks to every reference: borrow, make copies, return, etc.

You can also define your own tasks.

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Setting Priorities and Deadlines

You can assign priorities and due dates to each task.

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Printing a Task List

The Task Planner gives you an overview of all of your tasks.

Here you can print a task list with just one click.

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Adding Library Locations

You can add the call numbers for books in your library as long as the books have an ISBN in your project.

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Finding Full Text

Citavi can search for the full text of journal articles.

You’ll receive the most results if you’re connected to your university network.

If working off-site, connect via VPN.

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Checking Availability

Citavi can use your library’s link resolver* to check if an item is available in your library for check out.

*) Select the link resolver under Tools > Options.

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Attaching and Linking Files

You can add webpage links or attach files to every reference in your project.

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Adding Quotations

You can save as many quotations as you want for each reference.

Core statement: restate the main idea of the quotation in your own words.

Assign categories to add the quotation to your outline.

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Editing a Category System

In the Knowledge Organizer you can refine your category system:

• Add categories • Delete• Raise or lower the

category level• Move up and down

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Sorting Quotations and Thoughts

Quotations and thoughts can be dragged between categories or copied.

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Creating a Compilation

You can create a compilation of all the thoughts and quotations in your project. This compilation can serve as the basis for your paper or you can use it to get a good overview of where you are in your project.

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Creating a Project Bibliography

You can easily create a list of references in your project.

Possible use: Handout of course readings for students.

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Create a Publication with …

Microsoft Word2003, 2007, 2010, 2013, 365

OpenOffice.org 3 WriterOpenOffice.org 3 Writer portableLibreOffice 3 or 4LibreOfficeWriter 4 portable

… or with a LaTeX editor: Led, LyX, TeXnicCenter, TeXMaker, WinShell, WinTeX or WinEdt

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Option 1:Insert your outline and knowledge items in Word with a single click.

Writing with Word

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Option 2:Add knowledge items or references individually.

The Add-In for Word formats your citations according to the citation style you’ve selected. The bibliography is updated automatically.

Writing with Word

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Working with Writer

Option 1:Save a compilation of your quotations and ideas in .odt format and with placeholders.

Use this as a jumping off point for your paper.

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Information literacy is much more than being able to use technology. The American Library Association defines information literacy as a set of linked skills that begin with discerning when information is needed, how to obtain the information and judge its quality, and how to make use of the information

"Information literacy is a set of abilities requiring individuals to recognize when information is blah blah blah needed and have the ability to locate, blah blah blah blah evaluate, and use effectively the needed information. Blah blah" {Amercan Library Association 2008 #63: 2}.

Option 2:Write the text …

{American Library Association 2008#63}.… and insert references with one click …… or quotations with their citations.

Working with Writer

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The citations first appear in curly brackets.

Working with Writer

Information literacy is much more than being able to use technology. The American Library Association defines information literacy as a set of linked skills that begin with discerning when information is needed, how to obtain the information and judge its quality, and how to make use of the information{Amercan Library Association 2008 #63: 2}.

"Information literacy is a set of abilities requiring individuals to recognize when information is needed and have the ability to locate, evaluate, and use effectively the needed information." {Amercan Library Association 2008 #63: 2}.

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Publishing with Writer

Citavi then converts them to properly formatted in-text citations.

(Citation menu > Format publication)

Information literacy is much more than being able to use technology. The American Library Association defines information literacy as a set of linked skills that begin with discerning when information is needed, how to obtain the information and judge its quality, and how to make use of the information (2008).

"Information literacy is a set of abilities requiring individuals to recognize when information is needed and have the ability to locate, evaluate, and use effectively the needed information." (ALA 2008, p. 2).

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The American Library Association defines information literacy as a set of linked skills that begin with discerning when information is needed, how to obtain the information and judge its quality, and how to make use of the information

" Information literacy is a set of abilities requiring individuals to recognize when information is needed and have the ability to locate, evaluate, and use effectively the needed information."

Publishing with Writer

… or footnotes.

.1

2

______________________1 American Library Association. “Information Literacy Competency Standards for Higher Education.” Accessed January 30, 2009. http://www.ala.org/ala/mgrps/divs/acrl/standards/informationliteracycompetency.cfm..2 American Library Association. “Information Literacy Competency Standards for Higher Education.” Accessed January 30, 2009. http://www.ala.org/ala/mgrps/divs/acrl/standards/informationliteracycompetency.cfm, p. 2.

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Types of Citation Styles

In-Text Citations

Author / Date(Doe, Smith 2009: 14)

Reference number[34]

Citation Key[DoS09:14]

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Citation Style FAQs

• Where can I search for a citation style in Citavi?Under Citation > Citation style > Browse citation styles.

• Can I make changes to a style?Yes, by creating a copy of the original style and making changes in the Citation Style Editor.

• Can I create my own style?Yes, with the Citation Style Editor.

• Does the Citavi Team create citation styles? Yes, as long as it is the official style of a periodical or publisher that has author guidelines. You can request a style at www.citavi.com/stylerequest (Please allow 2-4 weeks for completion)

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Using Citavi with TeX

First, enable TeX support.(Tools menu > Options > TeX support)

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Using Citavi with TeX

Use the Publication Assistant to insert knowledge items and references.

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Using Citavi with TeX

Export the cited references in BibTeX format.

In the final step, create your publication in your TeX editor.

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Additional Resources

Forumwww.citavi.com/forum

Frequently Asked Questions (FAQ)www.citavi.com/faq

View all our support offerings: www.citavi.com/helpManualwww.citavi.com/manual4