Citavi Explained

Citavi
Screenshot Size:	270px
Developer:	Swiss Academic Software GmbH
Latest Release Version:	6.18.0.1
Latest Release Date:	16 February 2024
Operating System:	Windows 11, Windows 10, Windows 8.1, Windows 8, Windows 7, Windows Server 2016, Windows Server 2012, Windows Server 2008
Language:	English, French, German, Italian, Polish, Portuguese, Spanish
Genre:	Reference management
License:	Proprietary
Website:	Citavi website

Citavi is a reference management and knowledge organization program for Microsoft Windows published by Swiss Academic Software in Wädenswil, Switzerland. Citavi is widely used in Germany, Austria, and Switzerland,^[1] with site licenses at most universities,^[2] many of which offer training sessions and settings files for Citavi.

In February of 2021, Swiss Academic Software was bought by QSR International.

In 2022, with the financial backing of TA Associates (a private equity firm), QSR International joined forces with two partners, Palisade and Addinsoft, to found Lumivero, a new data analytics software platform.^[3]

Versions

Citavi began as a reference management program called LiteRat, developed at the Heinrich Heine University in 1995, and considered version 1.0.^[4] The first version to bear the Citavi name was released as Citavi 2. Version 3 was released in November 2010 and was the first version with a user interface in English. Since version 4, released in April 2013, it is possible to switch between English, French, German, Italian, Polish, Portuguese, and Spanish.^[5] Citavi 5 was released in April 2015, with editions for single users and teams. In February 2018, Citavi 6 adds the features to save projects in the Citavi Cloud and to share them with other users with differentiated access rights.

Citavi can be used in a virtual machine on Linux or Mac OS.^[6] Swiss Academic Software discontinued development for an OS X native application in 2011.^[7]

Since 2022, a new version for the web (Citavi Web) is available and makes it possible to be completely free of the operating system:^[8] only an Internet browser is needed to access the trial version (30-day trial with 1 Gb of data space available in the Citavi Cloud).

Products

• Citavi Free can be downloaded at no cost from the website, but it is limited to 100 references per project. There is no limit on the number of projects.
• With a Citavi for Windows license, this limit is lifted.
• Citavi for DBServer licenses enable institutions and companies to save project data in a MS SQL Server in their Intranet. User access is managed via Active Directory, concurrent access for unlimited users with individual access rights to database is possible.
• Citavi Web, an operating system-independent version, is directly accessible with a web browser on the internet in a trial version (30-day trial with 1 Gb of available data space in the Citavi Cloud). Cloud projects are saved in the Citavi Cloud, and local projects are saved on the hard drive of the computer. Cloud projects can be shared with others, the roles that can be assigned are Reader, Author and Project leader.

Features

Citavi's core features are reference management, knowledge organization, and task planning. Citavi's integrated quick help in context is backed up by online help tools including an online manual, an email tutorial, videos, an actively managed user forum and, for users with a license, personal support.^[9]

Reference management

• Management of 35 reference types for common sources like books, articles, lectures, audio or video documents, etc.
• Online search in thousands of databases (among others, in PubMed, Web of Science, etc.) and library catalogs,^{[10] [11]} support of the COinS method to grab bibliographic information from publisher websites and subscription to RSS feeds from within Citavi.
• The Citavi Picker add ons for Internet browsers Mozilla Firefox, Internet Explorer, and Google Chrome^[12] recognize ISBN numbers, DOI names, PubMed identifier, PubMed Central ID and arXiv id on web pages, the corresponding titles can be imported into Citavi with a click. Web pages can be imported as a reference and transformed into a PDF document to save the content of the page. The Citavi Picker for Adobe Acrobat and Acrobat Reader can import PDF documents, bibliographical information is automatically added if available.
• PDF documents can be annotated directly in Citavi.,^[13] Their full text is included in the Citavi search if extractable.
• Citavi integrates with various word processors.
  • Citavi's add in for Microsoft Word permits to insert citations and quotations from Citavi into Word without leaving the word processor. The bibliography is created automatically.
  • Several LaTeX editors can be used to directly insert quotations and configurable cite commands (i.e. \cite{Smith2013}) per keyboard shortcut. Citavi connects with LyX via a named pipe (Configuration guide; PDF; 1.2 MB).
  • In OpenOffice and LibreOffice Writer, and any other program that can process files in RTF (i.e. Scrivener) placeholders are inserted into the text, with subsequent formatting in one of the included citation styles. [''only up to version Citavi 5'']
• Publishing in all common citation styles. 11,512 citation styles are available (24 April 2021). Registered users can request styles for scientific journals.^[14] Citavi's citation style editor supports programmable components and templates, an advanced style finder is available to search with style features to find a fitting style.

Knowledge organization

• Citavi can extract text excerpts and images from documents as quotations, and organize them together with own ideas imported as "thoughts".^[15] Quotations and thoughts can be copied into the word processor, citations are added automatically. There are five types of quotations and two further types of ideas for text and images.
• When annotated in Citavi, quotations and comments in PDF documents are linked to the exact position in the PDF document.
• Citations, quotations and ideas can be categorized in Citavi to reflect the structure in chapters of the final publication, making it possible to outline the paper before beginning the actual writing process.^[16]

Task planner

• Citavi includes a task planner for scheduling tasks and project milestones^[17] to organize deadlines like lending periods for books. Tasks like "Discuss" or "Examine" can be linked to specific parts in PDF documents.
• In Cloud and DBServer projects it is possible to assign tasks to other team members.

Compatibility

Citavi can export data in different formats to other reference management programs,^[18] and Citavi can import references from other reference management programs, either directly, as from EndNote or BibTeX, or with an import filter or via a RIS export file, as from Mendeley, ProCite, Reference Manager, RefMe, RefWorks, Zotero, and others.^[19]

External links

• Citavi – Reference Management and Knowledge Organization Official Website
• Citavi Support – How We Help You Overview of support options

Notes and References

1. Stöhr. Matti. Bibliothekarische Dienstleistungen für Literaturverwaltung: Eine vergleichende Analyse des Angebots wissenschaftlicher Bibliotheken unter besonderer Berücksichtigungn der Nutzerperspektive. Berliner Handreichungen zur Bibliotheks- und Informationswissenschaft. 2010. 283. 244. 17 February 2014. Konrad. Umlauf. Library Services for Reference Management: A comparative analysis of the offerings of scholarly libraries under particular consideration of the user's perspective.. Humboldt-Universität zu Berlin: Institut für Bibliotheks- und Informationswissenschaft. Berlin. German. 1438-7662.
2. Web site: Existing Site Licenses. Citavi website. Swiss Academic Software. 27 September 2016.
3. Web site: Lumivero strategically combines QSR International, Palisade and Addinsoft – Lumivero . Lumivero . Lumivero . 2022 . 3 November 2022 .
4. Web site: LiteRat . 23 August 2016 . German . 2 January 2015. Swiss Academic Software . LiteRat und Citavi .
5. Web site: Citavi in Detail - Customizing Citavi - Changing the Language . Swiss Academic Software . Citavi 6 Manual . 6 July 2018 . 6 July 2018 .
6. Web site: Installing Citavi and Checking for Updates - Installing Citavi - Installing on a Mac. Citavi 6 Manual. Swiss Academic Software. 6 July 2018. 6 July 2018.
7. Web site: Citavi Forum - About Citavi for Mac. Citavi Forum. Swiss Academic Software. 23 August 2016 . 16 September 2011.
8. Web site: Citavi Web is here Citavi – Reference Management and Knowledge Organization . Citavi Team . citavi.com . 11 October 2022. 3 November 2022 .
9. Web site: Citavi website. Citavi Support. Swiss Academic Software. 23 August 2016 . 8 March 2016.
10. Web site: Search the World. Citavi website. Swiss Academic Software. 21 April 2015. https://web.archive.org/web/20150424032324/http://www.citavi.com/en/features.html#search. 24 April 2015. dead.
11. Web site: Citavi becomes WorldCat traffic partner. OCLC. 18 February 2014.
12. Web site: Add References With the Picker. Citavi website. Swiss Academic Software. 21 April 2015. https://web.archive.org/web/20150424032324/http://www.citavi.com/en/features.html#references. 24 April 2015. dead.
13. Web site: Lecture Notes of the course Reference Management with Citavi - Advanced Course . Technische Universität München, Universitätsbibliothek . mediaTUM - digital collection management at TUM . 1 August 2016 . 23 August 2016 . 32 . PDF; 2.15 MB.
14. Web site: Create Bibliographies. Citavi website. Swiss Academic Software. 21 April 2015. https://web.archive.org/web/20150424032324/http://www.citavi.com/en/features.html#bibliography. 24 April 2015. dead.
15. Web site: Lecture Notes of the course Reference Management with Citavi - Advanced Course . Technische Universität München, Universitätsbibliothek . mediaTUM - digital collection management at TUM . 1 August 2016 . 23 August 2016 . 30 . PDF; 2.15 MB.
16. Web site: Citavi 3 beta now available, includes outlining (sort of). OutlinerSoftware.com. 14 February 2011.
17. Web site: Plan Tasks. Citavi website. Swiss Academic Software. 21 April 2015. https://web.archive.org/web/20150424032324/http://www.citavi.com/en/features.html#tasks. 24 April 2015. dead.
18. Web site: Citavi in Detail - Exporting References . Citavi 6 Manual. Swiss Academic Software. 6 July 2018 . 6 July 2018.
19. Web site: Citavi in Detail - Importing References - Importing from Other Reference Management Programs . Citavi 6 Manual. Swiss Academic Software. 6 July 2018 . 2018-07-05.