2. Presentation Notes Do not show this slide during a presentation. In some slides you will see the following symbol: This means that a step-by-step slideshow with multiple screenshots is available for the topic discussed. If you need screenshots for your own presentations or website, we recommend the page www.citavi.com/hints. There you can find an overview of all of our slideshows (i.e. series of screenshots that show how to use Citavi). You can easily copy these screenshots.www.citavi.com/hints 2

3. What can Citavi help me do? 3 Search / Add Sources PlanAnalyze Contextualize 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 4

5. A Tour of Citavi Preview Pane or Quick Help Editing Pane Navigation Pane Change Workspace 5

6. Navigating a Project Back, Forward Go to… History Show Keyword Column/Show Category Column 6

7. Find References by Filtering or Searching Search Filter 7

8. Adding References (Overview) 8 By Hand Field by Field By ISBN, DOI, or PMID Search Library Catalogs Research Databases Import Standard Formats Special Filters...and with the Picker!

9. Adding a Reference by Hand  Select a reference type  Fill in the fields  Click 9

10. Adding References by ISBN  Enter the ISBN  Click  Click Add to project  Click Add 10

11. 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. 11

12. Use a Scanner Scan quotations (or ISBN numbers) Scan your ISBNs … with a smartphone, too! Citavi searches for the bibliographic information. 12

13. 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. 13

14. Adding Essays from a Book of Collected Essays Save time by doing the following:  First, add the edited book.  Then add the contribution. 14

15. Search for Sources – In Your Library  Click Online search  Add the the catalog if necessary  Perform your search  Add the references to your project 15

16. 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. 16

17. 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. 17

18. 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. 18

19. Importing Results (Overview) PMID- 19592907 PT - Journal Article IS - 0926-9630 (Print) AU - Jauhiainen A AU - Pulkkinen R TI - Problem-based learning JT - Studies in health PG - 572-6 VI - 146 DP - 2009 MH - Education MH - Nursing PMID- 19592907 PT - Journal Article IS - 0926-9630 (Print) AU - Jauhiainen A AU - Pulkkinen R TI - Problem-based learning JT - Studies in health PG - 572-6 VI - 146 DP - 2009 MH - Education MH - 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} } @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 - JOUR SN - 0926-9630 AU - Jauhiainen, A. AU - Pulkkinen, R. T1 - Problem-based learning JF - Studies in health SP - 572 EP - 576 VL - 146 PY - 2009 KW - Education KW - Nursing ER - TY - JOUR SN - 0926-9630 AU - Jauhiainen, A. AU - Pulkkinen, R. T1 - Problem-based learning JF - Studies in health SP - 572 EP - 576 VL - 146 PY - 2009 KW - Education KW - Nursing ER - %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 %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. 19

20. Importing RIS Files For example, www.scirus.com 20

21. 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 21

22. 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. 22

23. 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!) 23

24. 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 24

25. 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. 25

26. 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. 26

27. Adding PDF Documents … the same way you would add a webpage. 27

28. 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. 28

29. Applying Keywords Type keywords (Citavi suggests keywords already in the project) Or select using the Keywords dialog (Press F9) 29

30. Assigning Categories Categories can be used to create an outline for your paper. You can assign categories to references, quotations, and thoughts. 30

31. 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. 31

32. Planning Tasks You can assign tasks to every reference: borrow, make copies, return, etc. You can also define your own tasks. 32

33. Setting Priorities and Deadlines You can assign priorities and due dates to each task. 33

34. 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. 34

35. 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. 35

36. 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. 36

37. 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. 37

38. Attaching and Linking Files You can add webpage links or attach files to every reference in your project. 38

39. 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. 39

40. 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 40

41. Sorting Quotations and Thoughts Quotations and thoughts can be dragged between categories or copied. 41

42. 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. 42

43. Creating a Project Bibliography You can easily create a list of references in your project. Possible use: Handout of course readings for students. 43

44. Create a Publication with … Microsoft Word 2003, 2007, 2010, 2013, 365 OpenOffice.org 3 Writer OpenOffice.org 3 Writer portable LibreOffice 3 or 4 LibreOfficeWriter 4 portable … or with a LaTeX editor: Led, LyX, TeXnicCenter, TeXMaker, WinShell, WinTeX or WinEdt 44

45. Option 1: Insert your outline and knowledge items in Word with a single click. Writing with Word 45

46. 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 46

47. 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. 47

48. 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 48

49. The citations first appear in curly brackets. Working with Writer 49 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}.

50. Publishing with Writer Citavi then converts them to properly formatted in- text citations. (Citation menu > Format publication) 50 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).

51. 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..1.1 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. 51

52. Types of Citation Styles 52 In-Text Citations Author / Date (Doe, Smith 2009: 14) Reference number [34] Citation Key [DoS09:14] Footnotes Author / Date Doe, Smith 2009: 14 Full citation Jane Doe, Mia Smith: E-Learning. London 2009, p. 14

53. 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)www.citavi.com/stylerequest 53

54. Using Citavi with TeX First, enable TeX support. (Tools menu > Options > TeX support) 54

55. Using Citavi with TeX Use the Publication Assistant to insert knowledge items and references. 55

56. Using Citavi with TeX Export the cited references in BibTeX format. In the final step, create your publication in your TeX editor. 56

57. Additional Resources Forum www.citavi.com/forum Frequently Asked Questions (FAQ) www.citavi.com/faq View all our support offerings: www.citavi.com/help View all our support offerings: www.citavi.com/help Manual www.citavi.com/manual4 57