Categories for Quotes v. Categories for References

Peter--

So would a person using Citavi typically use a two-step process--(1) entering your references and selecting categories for each one and (2) then reviewing each reference and entering quotes and ideas from it with associated categories.

Thank you,

Gene

Gene,

There are certainly cases where it would be desirable for the categories to be inherited reciprocally between reference and quotation. But there are also cases where this is not desirable. As a user, you must actually make this distinction yourself.

Kind regards,

Peter

I agree but my point is different. If I'm right, references can be assigned to categories and knowledge items can also be assigned to categories, each independently. This is fine, but it might be useful to explain how these different ways of classifying can be used by writers. I looked into it using the Citavi materials, and I think the categorizing of references is primarily used to create a classified bibliography. The categorizing of knowledge items is used to create a list of information items to be used during the writing process. I'm just suggesting it might be useful to make this a little more explicit. In any case, it works great for me. Thanks.

Eugene,

You're right. We should be more explicit about that. I'll put it on the to-do list.

Regards,

Peter

Hello,

-Is it possible to show all references and quotations belonging to a specific category in one window?

-Is it possible to have an option to automatically add the reference category by default to all quotations from this reference?

Thanks

As to first comment, I don't see how I would use it. That information is not hard to get. I agree with the second comment, that it would be good to default a reference to the category for that reference.

Hello,

Unfortunately, it is not possible to show all references and quotations of a category in one window, as these are two separate sections in Citavi.

To assign all quotations of a reference to the category of the reference, there are two ways:

a) Manually:

Assume you are looking for all quotations where the corresponding references are assigned to the category "information literacy".

1. Press "CTRL+F".

2. In the Quick Search, enter the following (you can also use the Advanced Search, which gives you a category list):

rc: "information literacy"

3. Click on "Search". You see all titles, that are directly assigned to this category and all knowledge elements whose respective titles are assigned to the category.

4. Select all knowledge items and choose "More actions" > "Batch modify" > "Assign categories".

5. Now assign to the corresponding category.

b) With a macro:

There is a macro, that you can use to succeed.

To run a macro under Citavi, please see the instructions.

Please note, that you should make a backup copy of your project before executing the macro. The changes made by the macro are irreversible.

Furthermore, the changes made by the macro only affect existing category assignments, not those you are going to make in the future.

Best regards,

Anne

Thanks Anne. for the helpful and fast response

Kind regards,

Ali