Using Citavi 5 for Applied Linguistics Projects: From ...

Using Citavi 5 for Applied Linguistics Projects: From searching to publishing (v1) Dr. Stefanie Pohle, Wiss. Mitarbeiterin IAAK/Bonn Applied English Linguistics (BAEL)

(Based on the presentations "Citavi – Vom Zitat zur Publikation Romanisten" by Christian Matlage, ULB Bonn, 11.05.2016, [email protected] and "Literaturverwaltung am Beispiel Citavi Modul B-E O 01" by Dr. Christiane Holtz, ULB Bonn, 4.11.2015, [email protected] as well as on the Citavi website and online manual)

Outline ¡ Why use a literature management programme? ¡ Common pitfalls ¡ Different products ¡ Example presented today: Citavi § Support § Technical details § Overview § Main structure and functionalities ¡ Further information 1

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Outline ¡ Why use a literature management programme? ¡ Common pitfalls ¡ Different products ¡ Example presented today: Citavi § Support § Technical details § Overview § Main structure and functionalities ¡ Further information 2

Why use a literature management programme? Search resources Automatise the formattting of in-text citations and bibliography

Insert citations and references in your text

Add references and edit bibliograhpical data

• Ensure consistant formatting • One central storage location of your literature • Work efficiently • Save time

Read and share texts

Check availability

Download and store texts

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Outline ¡ Why use a literature management programme?

¡ Common pitfalls ¡ Different products ¡ Example presented today: Citavi § Support § Technical details § Overview § Main structure and functionalities ¡ Further information 4

Common pitfalls ¡ Time to learn how to handle the programme, especially the more sophisiticated functionalities, e.g. § How to adapt a citation style ¡ Requires discipline to adequately and consistently edit the references, e.g. to § Cross-check and correct bibliographical information § Add keywords and categories consistently ¡ Danger of hoarding: Tempting to add (way) more references than you could possibly read and use for your project § It's so (too?) easy… 5

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Outline ¡ Why use a literature management programme? ¡ Common pitfalls

¡ Different products ¡ Example presented today: Citavi § Support § Technical details § Overview § Main structure and functionalities ¡ Further information 6

Different products

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Product comparisons ¡ See handout (Musiat et al. 2015) Böhner, Dörte, Thomas Stöber & Astrid Teichert (2009): Softwarevergleich Literaturverwaltung (3rd revised version 2013) [slides], 18 pp. Available online at https://mediatum.ub.tum.de/doc/1108526/1108526.pdf (last accessed 30 April 2016). Butros, Amy & Sally Taylor (2010): Managing information: Evaluating and selecting citation management software, a look at Endnote, Refworks, Mendeley and Zotero: Paper presented at the International Association of Aquatic and Marine Science Libraries and Information Centers Conference in Mar del Plata, Argentina. In: Available online at https://courseweb.pitt.edu/bbcswebdav/institution/Pitt%20Online/MLIS_Pitt_Onli ne/LIS%202600/Module%2001/LIS_2600_%20M1_Managing%20Information.p df (last accessed 30 April 2016). Musiat, J., A.-V. Walzl & Ch. Wenzel (2015): Literaturverwaltungsprogramme im Überblick. Sächsische Landesbibliothek – Staats- und Universitätsbibliothek Dresden (SLUB), 4 pp. Available online at http://www.slubdresden.de/fileadmin/groups/slubsite/Service/PDF_Service/Literarturverwaltung sprogramme_im_%C3%9Cberblick.pdf (last accessed 6 July 2016). 8

Which programme is the right one for me? ¡ Which programme is easily available (licence, cost)? ¡ Which technical features does my computer offer? ¡ Which programme do I like personally (i.e. matches best my way of working)? ¡ What do my fellow students and/or project partners work with (mutual support and exchange of information)?

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Outline ¡ Why use a literature management programme? ¡ Common pitfalls ¡ Different products

¡ Example presented today: Citavi § Support § Technical details § Overview § Main structure and functionalities ¡ Further information 10

Example presented today: Citavi

¡ Support by Citavi § FAQ, forum, e-mail, help desk, live support etc.: http://service.citavi.com/kb/a373/70001-citavisupport-angebote.aspx § Detailed online manual (German and English): http://www.citavi.com/sub/manual5/en/index.html?co ntents.html § Online video tutorials (mostly in German): https://www.youtube.com/c/citavi

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Example presented today: Citavi ¡ Support by Universitäts- und Landesbibliothek Bonn § Download and further info (https://www.ulb.unibonn.de/literatursuche/literaturverwaltung/citavi%20p ro) § Support by ULB: Workshops, Citavi-Sprechstunde: https://www.ulb.uni-bonn.de/nutzungservice/fuehrungen-schulungen/sprechstunde § eCampus materials: https://ecampus.unibonn.de/goto_ecampus_cat_5754.html

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ULB contact persons

¡ Schulungen Frau Dr. Christiane Holtz: (https://www.ulb.unibonn.de/literatursuche/literaturverwaltung/citavi%20pro)

¡ Fachreferentin Anglistik Frau Dr. Alice Rabeler: (https://www.ulb.uni-bonn.de/facheinstieg/anglistik)

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¡ Example presented today: Citavi § Support

§ Technical details § Overview § Main structure and functionalities ¡ Further information 14

Citavi editions ¡ Citavi Free: for students; free of charge; limited to max. 100 references per project ¡ Citavi Pro: for researchers and small groups; Bonn campus licence § Citavi Pro Licence period: Until 31 Dec. 2016 (usually extended) § Can be installed on to up to 2 computers or on 1 computer + 1 USB stick ¡ Citavi for DBServer: for organisational users; SQL server; Citavi on a local network drive

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System requirements and technical features ¡ Working memory: 1 GB RAM ¡ Operating system: § Windows 8/7/Vista or XP (with SP3 and all updates) § Windows Server 2008/2003 (with all updates) § [running on Macs only via virtual machine to simulate a Windows platform] ¡ Client-based (installation on local computer) ¡ Current version: 5.3.1.0

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Citavi folders and files ¡ Example: Managing several Citavi projects ¡ Project file:

¡ Saving documents linked to a reference: Stored in a central folder ¡ Default path (adjustable): C:\Users\[UserName]\Documents\ Citavi 5\Projects\[Project Title]\Citavi Attachments

¡ Citation styles 17

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¡ Example presented today: Citavi § Support § Technical details

§ Overview § Main structure and functionalities ¡ Further information 18

"Citavi in a nutshell" ¡ YouTube video

(https://www.youtube.com/watch?v=X3vbWIcljDQ) 19

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Overview: What can you do with Citavi?

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(http://www.citavi.com/sub/manual5/en/index.html)

Creating a new project ¡ File > New project…

¡ Type name ¡ Click OK

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¡ Example presented today: Citavi § Support § Technical details § Overview

§ Main structure and functionalities ¡ Further information 22

The structure of Citavi

3 main programme parts (tabs)

Flexible menu according to programme part

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Main Programme: Task Planner

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Main Programme: Knowledge Organizer

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Main Programme: Reference Editor (Today's focus) Main navigation Preview or Quick Help

Main area of reference editor

Overview of project titles 26

Keywords

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Categories

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View options

Standard view

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View options

Tabular view 30

Adding references

LIVE DEMO

Manually field by field

Automatically via ISBN/ DOI number

Import from other reference management programmes and PDFs

Import bibliographic text files, spreadsheets/CSV files, formatted bibliographies (Word/PDF)

Import from library catalogues via Citavi online search

With the Citavi picker (Browser)

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The Citavi Picker Internet Explorer

Adobe Acrobat

MS Word / Openoffice

Firefox

Citavi

Import bibliographical metadata (DOI, ISBN/ISSN)

Save webpages (as PDF) Import online documents as references

Save extracts from online texts as e.g. an abstract

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Adding references

LIVE DEMO

Manually field by field

Automatically via ISBN/ DOI number

Import from other reference management programmes and PDFs

Import bibliographic text files, spreadsheets/CSV files, formatted bibliographies (Word/PDF)

Import from library catalogues via Citavi online search

With the Citavi picker (Browser)

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TIP: How to add a contribution in an edited publication 1. Choose 'Book, Edited' as reference type

2. Add edited publication first (as parent reference)

3. Click 'Add contribution'

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What is a DOI? ¡ "A digital object identifier (DOI) is a unique alphanumeric string assigned by a registration agency (the International DOI Foundation) to identify content and provide a persistent link to its location on the Internet. The publisher assigns a DOI when your article is published and made available electronically. ¡ All DOI numbers begin with a 10 and contain a prefix and a suffix separated by a slash. […]. ¡ We recommend that when DOIs are available, you include them for both print and electronic sources. The DOI is typically located on the first page of the electronic journal article, near the copyright notice. The DOI can also be found on the database landing page for the article." (quoted from http://www.apastyle.org/learn/faqs/what-is-doi.aspx)

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Searching in your Citavi project

¡ Multiple search options ¡ Easier searches if you have applied keywords and/or categories (filtering results is possible)

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Searching in your Citavi project ¡ Advanced search options ¡ Save searches for later reuse

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Citation styles: Examples ¡ Short in-text citations (Smith, Churchill, Mason 2005) or (Smith et al., 2005) or [1]

¡ Citations in footnotes with complete reference information 5 (Smith et al., 2005) or in author-date format ¡ References lists: Specific information and formatting conventions according to reference type Smith, J. B., Churchill, L., & Mason, L. (2005). Teaching And Testing Information Literacy Skills. Worthington, Ohio: Linworth. Smith, Jane B./Churchill, Lisa/Mason, Lucy: Teaching And Testing Information Literacy Skills 2005. [1] Smith, Jane Bandy ; Churchill, Lisa ; Mason, Lucy: Teaching And Testing Information Literacy Skills : Linworth, 2005. 38

Citation styles ~ Find out which style you are required to follow (ask supervisor, tutor, publisher…)

Frequently used citation styles: § AAA Style Guide § APA § DIN 1502, Teil 2 § Harvard § MLA § Vancouver

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Citation styles in Citavi ¡ Citation styles describe how a reference should be cited and formatted in the text and in the bibliography ¡ Citavi includes hundreds of citation styles ¡ Each style can be customised if needs be (complex!) § eCampus tutorial for the citation style editor

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Citation styles in Citavi

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Exporting your references list (project bibliography)

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Inserting citations in your text: The Word add-in ¡ You can insert references and knowledge items from your Citavi project into your document as prescribed by your selected citation style. ¡ The specific formatting must be defined through the inserting options or the citation style editor, e.g. Remove brackets?

pp. instead of S.?

(cf. Citavi Manual) Insert vgl. or cf.?

[24, 32] instead Author Year?

Several citations within a bracket?

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Inserting citations in your text: The Word add-in ¡ The bibliography is updated in real time with each added or deleted citation. ¡ In-text citations and references in the cited works list are inserted via fields ('Feldmarken'). ¡ You can convert Word Add-In fields to static text (often required by publishers).

(cf. Citavi Manual)

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Inserting citations in your text: The Word add-in

Choose citation style

Select Citavi project Search the required reference Insert the citation

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Outline ¡ Why use a literature management programme? ¡ Common pitfalls ¡ Different products ¡ Example presented today: Citavi § Support § Technical details § Overview § Main structure and functionalities

¡ Further information 48

Information on Citavi and other products University of Bonn ¡ ¡

eCampus: https://ecampus.uni-bonn.de/goto_ecampus_cat_5754.html ULB: https://www.ulb.unibonn.de/literatursuche/literaturverwaltung/citavi%20pro

Other references Böhner, Dörte, Thomas Stöber & Astrid Teichert (2009): Softwarevergleich Literaturverwaltung (3rd revised version 2013) [slides], 18 pp. Available online at https://mediatum.ub.tum.de/doc/1108526/1108526.pdf (last accessed 30 April 2016). Butros, Amy & Sally Taylor (2010): Managing information: Evaluating and selecting citation management software, a look at Endnote, Refworks, Mendeley and Zotero: Paper presented at the International Association of Aquatic and Marine Science Libraries and Information Centers Conference in Mar del Plata, Argentina. In: Available online at https://courseweb.pitt.edu/bbcswebdav/institution/Pitt%20Online/MLIS_Pitt_Onli ne/LIS%202600/Module%2001/LIS_2600_%20M1_Managing%20Information.p df (last accessed 30 April 2016). 49

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Information on Citavi and other products Citavi 5: Manual [website] (2016, last updated 16.06.2016). Available online at http://www.citavi.com/sub/manual5/en/index.html?contents.html (last accessed 17 June 2016). Courraud, Julie (2014): Zotero: A free and open-source reference manager. In: Medical Writing 23 (1), 46–48. DOI: 10.1179/2047480614Z.000000000190. Emanuel, Jenny (2013): Users and citation management tools: Use and support. In: Reference Services Review 41 (4), 639–659. DOI: 10.1108/RSR-02-20130007. Krajewski, Markus (2013): Elektronische Literaturverwaltungen: Kleiner Katalog von Merkmalen und Möglichkeiten. In: Norbert Franck & Joachim Stary (eds.), Die Technik wissenschaftlichen Arbeitens: Eine praktische Anleitung (UTB 724), 17th edn. Paderborn et al.: Schöningh, 91–109. Meurer, Peter (n.d.): Citavi 4 Exercises. Available online at http://www.bib.dhbwmannheim.de/fileadmin/dhbw/zentraleeinrichtungen/bibliothek/Citavi_4_exercises.docx (last accessed 30 April 2016).

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Information on Citavi and other products Musiat, J., A.-V. Walzl & Ch. Wenzel (2015): Literaturverwaltungsprogramme im Überblick. Sächsische Landesbibliothek – Staats- und Universitätsbibliothek Dresden (SLUB), 4 pp. Available online at http://www.slubdresden.de/fileadmin/groups/slubsite/Service/PDF_Service/Literarturverwaltung sprogramme_im_%C3%9Cberblick.pdf (last accessed 6 July 2016). Niederhauser, Jürg, Peter Meurer & Manfred Schluchter (2015): Einführung in das wissenschaftliche Arbeiten mit Citavi 5. Ed. by Swiss Academic Software GmbH, Wädenswil. Available online at http://www.citavi.com/service/de/docs/Citavi_5_Wissenschaftliches_Arbeiten.pd f (last accessed 6 November 2015). Niederhauser, Jürg, Peter Meurer & Manfred Schluchter (2015): Writing a Research Paper with Citavi 5. Translated by Jennifer Schultz, Wädenswil, Switzerland, 60 pp. Available online at https://www.citavi.com/service/en/docs/Citavi_5_Writing_a_Research_Paper.pd f (last accessed 30 April 2016).

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Information on Citavi and other products Sächsische Landesbibliothek – Staats- und Universitätsbibliothek Dresden (SLUB) (n.y.): Literaturverwaltung. Available online at http://www.slubdresden.de/service/schreiben-publizieren/literaturverwaltung/ (last accessed 6 July 2016). Übungsaufgaben zu Citavi 5 (n.y.). Available online at https://www.phludwigsburg.de/fileadmin/subsites/9c-bibx-t03/user_files/Dateien/Citavi_5_Uebungsaufgaben.pdf (last accessed 30 April 2016).

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