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Citavi


Basic information

WU has a campus-wide license for the reference management software Citavi, making it available to all WU students, faculty, and staff free of charge.

Obtaining license data

To be eligible to use the WU license, you need to sign up in the appropriate category with your WU email address here. You will then be sent an email with the license information.

Installation

Download the software from http://citavi.com/download and install it on your Windows-based PC. Supply the required license information as specified in the email you were sent.

System requirements

Citavi is only compatible with the Windows operating system. If you want to use it with a Mac OS X system you will need to set up a virtual Windows environment, for example with Parallels or VirtualBox.

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Managing references

Creating references manually

  1. Click on the “Add new reference” button

  2. Select the document type: This will define which fields are available and how the citation and bibliographic entry will be formatted.

  3. Fill out the required bibliographic data. Please note the formal requirements for entering proper names.

Entering names

Names should be entered directory style, i.e. last name(s), first name(s), so that the program will know how to format them depending on the required context. For more complex names, click on the blue hyperlinked text Author. A window will open with spaces for the different components of the author’s name. Names of institutions are entered entirely in the space for the last name.

Entering chapters in edited volumes

To enter a chapter from an edited volume, first create an entry for the entire volume under Book, edited. Click on Add contribution and enter the information on the chapter you wish to add.

Attaching files

You can attach files to each individual entry. You can either drag and drop your file into the footer of the Citavi title page (1) or browse and select files by clicking Local file (2).

Sorting references

Citavi offers several different options for organizing your references: You can assign keywords to each entry in your literature database and assign elements to categories and groups. To do so, click on the Context tab.

Keywords are individual words or short phrases used to describe the contents of each element.

Categories are used to group elements that you feel belong together thematically. This could be for example because they all appear in a particular chapter of your work.

The third option, groups, is for elements that are not necessarily thematically related but belong together for other, more general reasons. For example, you can make a group of references that you want to delete, or references that you consider particularly important. Groups are not available for use in Word.

Searching by ISBN, DOI or PMID

Citavi allows you to search for literature references by a pre-existing numeric identifier (ISBN, DOI, or PMID) and import them directly into your database. Click on the symbol of the magic wand in the Citavi toolbar, enter the identifier, click Add then import the title into your project by clicking Add to project.

Importing references

Most databases offer a number of different export options, and Citavi is compatible with several file formats. In most cases the formats RIS or BibTeX are available, both of which can be opened directly with Citavi or imported using File » Import… » Text file.

Using Citavi Picker

Citavi Picker is a browser plug-in that automatically recognizes ISBN and DOI numbers and marks them with a Citavi symbol . Click on the symbol to import the reference into your literature database.

A further feature of the plug-in (Hunter) automatically recognizes the metadata embedded in web pages. When it has identified metadata, it will show a message at the bottom of the page with a menu where you can select the titles you want to import.

Knowledge Organizer

Citavi allows users to not only manage bibliographic data but also to collect citations, comments, etc., for each entry and makes them available in Word. Click the tab marked Quotations, Comments to add different types of quotes, your own comments, or a summary of the reference information.

If you have attached a PDF file to a reference entry, you can mark text passages in the Citavi PDF viewer and add the marked text as a quotation, summary, or comment. You can also mark images and add them as image citations.

Managing citation styles

Citation styles determine how citations in the text and the bibliography are formatted. Citavi offers a large choice of different styles that can be selected and downloaded if necessary under the menu Citation » Citation style.

If you have a citation style form an external source, save the .ccs file on your computer under My Documents\Citavi 5\Custom Citation Styles. The next time you open Citavi, it will be included in the list of available citation styles. If the style you need is not available, please contact the library at library@wu.ac.at.

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Using Citavi in Word

Citavi automatically installs the plug-ins for both Word and OpenOffice if it detects either of these programs on your PC. Click on Citavi in the menu bar to open the Citavi ribbon, then click on the Citavi pane symbol at the top left to open a menu that allows you to select a reference database (project) to assign to your document.

Once you have assigned a project database to your document, the Citavi pane will display information on the citations in your document and literature references in your project database.

 

Inserting references

To insert a reference into your text, search for the name of the author or a word in the title in the Citavi pane. Double-click on the title to insert the reference where the cursor is located in your text. Citavi automatically adds the reference to the bibliography or literature list. If the selected citation style requires footnotes, then the footnote with the citation will be automatically inserted. Select the tab Citations to add additional details like prefixes (cf., see), page numbers, and suffixes (any text that should be displayed after the page number).

 

Inserting secondary quotations

Citavi can also automatically format secondary quotations by taking the following steps:

  1. Enter a left parenthesis to open

  2. 2. Insert the original quotation

  3. Right-click on the quotation and select Citavi » No parentheses

  4. Enter the text , as cited by

  5. Insert the secondary quotation

  6. Right-click on the quotation and select Citavi » No parentheses

  7. Enter the right parenthesis to close

Please note, however, that secondary quotations are best avoided in academic writing and should only be used if it is impossible to obtain the original source.

Inserting knowledge elements

Knowledge elements are handled similarly to references: Click on the tab Knowledge to see a list of quotations and comments, grouped by category. Double-click on a category to select this category as a chapter title. Double-clicking a quotation or comment automatically inserts it into your text, complete with the appropriate citation and bibliography entry. You will have to format the quotation appropriately, however (quotation marks, inset, italics, etc.).

Selecting a citation style

Go to Citation styles in the Citavi ribbon to select one of the styles available in Citavi.

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  Fit4Research by Vienna University of Economics and Business This work is licensed under a Creative Commons Attribution 4.0 International License.