
Citavi - Detailed Review
Education Tools

Citavi - Product Overview
Primary Function
Citavi is designed to streamline the research and writing process by managing references, organizing knowledge, and facilitating collaboration. It helps users search, collect, and organize sources from various databases and library catalogs, and then integrate these sources into their research papers and projects.Target Audience
The primary target audience for Citavi includes students, researchers, and scientists. It is especially useful for those involved in academic research, whether they are working on individual projects or collaborating in teams. Many universities, particularly in Germany, Austria, and Switzerland, offer Citavi as part of their academic resources.Key Features
Reference Management
Citavi allows users to manage a wide range of reference types, including books, articles, lectures, and multimedia documents. It supports online searches in thousands of databases and library catalogs, and users can import bibliographic information using tools like the Citavi Picker for web browsers and Adobe Acrobat.Knowledge Organization
The software enables users to categorize and tag sources, notes, quotes, and insights, making it easier to find information quickly. Users can also annotate texts, excerpt key points, and keep track of their thoughts and ideas.Task Planning
Citavi includes a Task Planner that helps users keep track of their work processes. This feature allows users to create task lists, plan library visits, and manage their time more efficiently.Collaboration
Citavi supports real-time collaboration through cloud-based projects. Users can share references and source documents, assign and track tasks, and chat with colleagues to streamline their workflow. It also allows for differentiated access rights, ensuring secure collaboration.Integration with Word Processors
Citavi integrates seamlessly with various word processors, including Microsoft Word. Users can insert citations, quotations, and summaries directly into their documents, and Citavi automatically generates bibliographies in over 11,000 citation styles.AI-Driven Features
Citavi leverages AI to enhance productivity. It can summarize key findings, define complex terms, and help users discover relevant literature up to four times faster than traditional methods.Versions and Accessibility
Citavi is available in different versions, including Citavi for Windows, Citavi Web (accessible via any web browser), and Citavi for DBServer (for institutional use). This flexibility ensures that users can work on their projects regardless of their operating system or preferred work environment. Overall, Citavi is a powerful tool that simplifies the research and writing process, making it an indispensable resource for anyone involved in academic or scientific research.
Citavi - User Interface and Experience
User Interface Enhancements
Citavi 7 boasts a refreshed, cleaner design with a strong focus on visual improvements. The interface now features a consistent color scheme across all elements, including tabs, headings, icons, buttons, and tables, creating a more cohesive and visually appealing experience. The use of user-friendly fonts and icons further enhances the overall look and feel of the software.
Ease of Use
Despite its powerful features, Citavi is generally considered easy to use, especially for those familiar with reference management tools. Users have praised the software for its ease of learning, even for students who are new to such tools. However, some users have noted that it may be a bit too complex for undergraduate students working on smaller projects, but it becomes highly valuable as the scope and complexity of the research increase, such as during master’s or PhD studies.
Overall User Experience
The user experience with Citavi is highly positive, as reflected in its excellent user satisfaction rating of 92% based on 73 user reviews. Users appreciate the software’s ability to organize materials, facilitate citing, and automatically generate outlines in Word documents complete with quotes, summaries, and references. The integration with Microsoft Word through the Citavi Word Add-In is particularly useful, allowing for the automatic creation and updating of bibliographies and the insertion of references as dynamic Word fields.
Collaboration and Accessibility
Citavi also offers features that enhance collaboration and accessibility. It supports real-time chat with colleagues, task assignment and tracking, and the ability to work together in the cloud or on a local server. This flexibility is particularly beneficial for teams working on large research projects. Additionally, Citavi Web provides a browser-based version that is compatible with any operating system, including Mac, which addresses the previous limitation of Citavi not being natively compatible with Mac.
Conclusion
In summary, Citavi’s user interface is streamlined and visually improved, making it easier for users to navigate and utilize its extensive features. The software is praised for its ease of use and the significant value it adds to the research and writing process, especially for advanced academic work.

Citavi - Key Features and Functionality
Citavi 7: Key AI-Driven Features
Citavi 7 has integrated several AI-driven features that significantly enhance the research and writing process, especially for educators and researchers. Here are the key features and how they work:
AI Search and Import
Citavi 7 includes an AI-powered search function, powered by Semantic Scholar, which helps users find academic papers based on their specific needs. This feature streamlines the literature search process, allowing researchers to discover relevant literature up to four times faster than traditional methods.
AI Key Insights
The AI tool in Citavi 7 can automatically extract key findings from references, providing clear summaries of each paper. This feature saves time by giving researchers quick insights into the content of the papers they are reviewing, aiding in decision-making and evaluation.
AI Text Summaries
Citavi’s AI can generate smart summaries of selected sections of papers, turning them into different types of notes. This feature helps in taking better notes and organizing the content more efficiently. Each AI-generated summary is marked with “AI:” to distinguish it from manual notes.
Automated Evaluations and Annotations
With Citavi 7, you can add AI-generated evaluations to references and annotate text within references, saving them as Citavi knowledge items. This automates the process of evaluating and categorizing articles, making it easier to manage large volumes of research material.
Enhanced Export Options
The new version of Citavi improves the export functionality, allowing users to export references along with their attachments more easily. You can customize the renaming of PDFs using Citation Key Templates and bundle attachments into a zip file for easier management and sharing. Additionally, you can export and import reference data from the table view to Excel, updating and synchronizing data seamlessly.
Collaboration and Workflow
Citavi 7 also enhances collaboration by allowing real-time chat with colleagues, assigning and tracking tasks, and working together in the cloud or on a local server. This ensures that teams can work efficiently while meeting complex compliance requirements.
Benefits
- Time Efficiency: The AI features significantly reduce the time spent on literature searches, reading papers, and taking notes.
- Improved Productivity: Automated summaries and evaluations help researchers focus on higher-level tasks such as analysis and writing.
- Enhanced Collaboration: Real-time communication and task management tools facilitate smoother teamwork.
- Better Organization: The ability to export and manage references with attachments, and to annotate and save knowledge items, keeps research materials well-organized.
Overall, Citavi 7’s integration of AI tools makes the research process more efficient, productive, and collaborative, which is particularly beneficial for educators and researchers in managing their academic work.

Citavi - Performance and Accuracy
Performance
Citavi is renowned for its efficient automation and streamlined research process. Here are some highlights:
- Automation and Efficiency: Citavi, enhanced by the Lumivero AI Assistant, automates various tasks such as locating literature, generating summaries, and accessing key points, which significantly saves time and enhances productivity.
- Citation Management: The software supports over 11,000 citation styles, ensuring accurate and compliant citations. This feature reduces formatting errors and streamlines the writing process.
- Collaboration: Citavi facilitates real-time collaboration across teams and locations, ensuring data security and seamless project management. This feature is particularly useful for large-scale research projects involving multiple team members.
Accuracy
Citavi’s accuracy is bolstered by several features:
- AI-Driven Key Findings: The Lumivero AI Assistant can automatically generate key findings of references, which can be reviewed and edited. This ensures that the most critical information is accurately extracted and integrated into the project.
- Precise Citations: The automatic citation formatting feature ensures that citations are accurate and compliant with various citation styles, reducing errors and enhancing the overall quality of the research.
- Full-Text Indexing: Citavi allows for the full indexing of attachments in cloud projects, enabling comprehensive searches across all attachments, which helps in maintaining the accuracy of referenced materials.
Limitations and Areas for Improvement
While Citavi is highly effective, there are a few areas where it could be improved:
- Compatibility with Certain Software: In previous versions, Citavi’s support for certain software like LibreOffice and OpenOffice was limited. For example, the placeholder method for inserting references into these word processors is no longer available in newer versions.
- Barcode Scanner Support: The latest versions of Citavi no longer support direct import from certain barcode scanners, which might be inconvenient for some users. Instead, users are recommended to use barcode apps on their smartphones or USB barcode scanners.
- User Adaptation: Transitioning from older versions of Citavi to newer ones, such as from Citavi 5 to Citavi 6, may require some adjustments, particularly regarding features like placeholders and sequence numbers that have been removed or changed.
Overall, Citavi’s performance and accuracy are highly regarded due to its advanced AI-driven features, efficient automation, and precise citation management. However, users should be aware of the changes and limitations in newer versions, especially if they are upgrading from previous versions.

Citavi - Pricing and Plans
Citavi Pricing Plans
Citavi, an AI-driven education tool for research and reference management, offers several pricing plans and options that cater to different user needs. Here’s a breakdown of what you can expect:
Free Plan
Citavi does offer a free plan, but it comes with limited features. You can download and use Citavi for Windows at no cost, but this version is typically intended for a trial period. The free version allows you to fully test the software with a 30-day trial license that expires automatically.
Trial License
For both Citavi for Windows and Citavi Web, you can obtain a 30-day test license. This trial period includes full access to the features, allowing you to test the software before committing to a purchase.
Subscription Plans
The primary pricing model for Citavi is based on annual subscriptions. Here are the key details:
Citavi for Windows and Citavi Web
The subscription starts at $519 per year. This plan includes support services and 5 GB of space for PDF attachments for Citavi for Windows.
Citavi for DBServer
This plan is geared towards institutions and companies, allowing them to save project data in an MS SQL Server within their intranet. It supports concurrent access for unlimited users with individual access rights managed via Active Directory.
Features by Plan
Citavi for Windows
- Includes 5 GB of space for PDF attachments.
- Can be used for both local and cloud projects.
- Allows cloud projects to be shared with others, with roles such as Reader, Author, and Project Leader.
Citavi Web
- An operating system-independent version accessible via a web browser.
- Comes with a 30-day trial and 1 GB of available data space in the Citavi Cloud during the trial period.
Citavi for DBServer
- Enables institutions and companies to manage user access via Active Directory.
- Supports concurrent access for unlimited users with individual access rights to the database.
Additional Information
- Citavi supports multiple languages, including English, French, German, Italian, Portuguese, and Spanish.
- The software offers various support options such as email/help desk, knowledge base, and FAQs/forum.
In summary, Citavi provides a free trial option and several subscription plans tailored to different user needs, with the primary annual subscription starting at $519. This structure allows users to choose the plan that best fits their requirements for research and reference management.

Citavi - Integration and Compatibility
The Integration of Citavi with Other Tools
The integration of Citavi with other tools, particularly NVivo, and its compatibility across various platforms and devices are key aspects to consider for users in the education and research sectors.
Integration with NVivo
Citavi, a comprehensive reference and knowledge management tool, has a significant integration with NVivo, a leading qualitative data analysis software. This integration allows users to seamlessly transfer data between the two platforms. Here are the key points:
Data Transfer
You can export references and related source files from Citavi to NVivo using the “Share with NVivo” button in Citavi and the “Add from Citavi” button in NVivo.
Category and Reference Import
Categories and sub-categories from Citavi are imported into NVivo as codes and sub-codes, retaining their original hierarchy. References, including those with PDFs, are saved in the Files/References folder in NVivo.
Direct Quotations and Abstracts
Direct quotations linked to categories in Citavi are coded to the relevant codes in NVivo, and abstract texts from Citavi are also imported.
Compatibility Across Platforms
Citavi is compatible with various operating systems and devices:
Windows Compatibility
Citavi can run on Windows 10, Windows 8, Windows 7, Windows Vista, and Windows Server 2009 and 2012. It requires Microsoft .NET Framework 4.5.1 or later and at least 4 GB of RAM.
Mac Compatibility
For Mac users, the integration with NVivo requires macOS 10.14 (Mojave) or later. Compatible Mac devices include:
- MacBook (Early 2015 or newer)
- MacBook Air (Mid 2012 or newer)
- MacBook Pro (Mid 2012 or newer)
- Mac mini (Late 2012 or newer)
- iMac (Late 2012 or newer)
- iMac Pro (2017)
- Mac Pro (Late 2013; Mid 2010 and Mid 2012 models)
Additional Integrations and Features
Microsoft Word Integration
Citavi includes an Add-In for Microsoft Word, allowing users to insert references as dynamic Word fields, create and update bibliographies automatically, and insert quotations with their citations.
Cloud and Local Collaboration
Citavi supports both cloud-based and local server collaboration, enabling teams to work together securely. It also allows real-time chat and task assignment within the platform.
In summary, Citavi integrates seamlessly with NVivo, enhancing the qualitative research and writing process. It is compatible with both Windows and Mac operating systems, and it offers additional integrations with Microsoft Word and collaborative features to streamline research workflows.

Citavi - Customer Support and Resources
Support Channels
For assistance, you can reach out to the Citavi team through several channels:
Email Support
You can contact the support team directly via email at support@citavi.com if you cannot find the answer to your question in the manual.
In-App Support
Within the Citavi application, you can click on the question mark symbol in the upper-right corner to access additional help. This feature provides more information on specific features and opens a panel with additional help options.
Additional Resources
Citavi provides various resources to help users get the most out of the software:
Manual and Documentation
The Citavi manual is a comprehensive resource that covers all aspects of the software. If you can’t find an answer in the manual, you can use the in-app support or email the support team.
Help Panels
When you click the question mark symbol, additional question marks appear on the page, offering detailed information on specific features. This helps you understand how to use different parts of the application.
Knowledge Base and Community
While the specific details of a community forum or knowledge base are not explicitly mentioned, the in-app support and email options suggest that users can get detailed help and possibly access a knowledge base through these channels.
Product Features and Tutorials
To help users get started and make the most of Citavi’s features, there are:
Tutorials and Demos
You can request a demo or take a tour of Citavi to understand its capabilities better. This includes learning how to organize documents, categorize sources, and generate outlines and citations.
Web and Desktop Versions
Citavi offers different versions, including Citavi Web, Citavi Windows, and a DBServer option for organizations. Each version has its own set of tutorials and support resources to ensure smooth usage.
Collaboration and Team Support
For teams and organizations, Citavi provides features that facilitate collaboration:
Real-Time Chat
Users can chat with colleagues in real time to streamline their workflow.
Task Assignment and Tracking
You can assign and track tasks within Citavi to keep everyone on the same page.
By leveraging these support options and resources, users can efficiently manage their research, writing, and collaboration needs using Citavi.

Citavi - Pros and Cons
Advantages of Citavi
Citavi is a highly regarded tool in the education and research sector, offering several significant advantages:Stability and Ease of Use
Citavi is praised for its stability and ease of use. Users have found it to be a reliable program that is relatively easy to learn and operate, even for those who are not tech-savvy.Comprehensive Reference Management
Citavi excels in reference management, allowing users to manage 35 different types of references, including books, articles, and other sources. It integrates with various databases and library catalogs, and users can import references using tools like the Citavi Picker for web browsers and Adobe Acrobat.Knowledge Organization
The software enables effective knowledge organization by allowing users to extract text excerpts and images from documents, categorize quotations and ideas, and link them to specific parts of PDF documents. This helps in outlining papers and organizing thoughts systematically.Task Planning
Citavi includes a task planner that helps users schedule tasks and project milestones. This feature is particularly useful for managing deadlines and assigning tasks to team members in collaborative projects.Integration with Word Processors
Citavi seamlessly integrates with various word processors, including Microsoft Word, OpenOffice, and LaTeX editors. This allows users to insert citations and quotations directly into their documents without leaving the word processor.Extensive Citation Styles
The software supports over 11,500 citation styles, making it highly adaptable for different academic and professional needs. Users can also request custom citation styles for specific journals.Team Collaboration
Citavi facilitates teamwork by allowing users to assign tasks to other team members and collaborate on projects stored in the cloud or on a server.Disadvantages of Citavi
While Citavi offers many benefits, there are some drawbacks to consider:Learning Curve
Although Citavi is generally easy to use, it has a wide range of features that can take time to fully discover and utilize. This can lead to a learning curve, especially for new users.Cost
One of the significant cons is the cost. Citavi is not free, and the financial aspect can be a limiting factor for users seeking more affordable alternatives.Support Issues
Some users have reported issues with the responsiveness of the support team, particularly the preference for email support over phone support. This can lead to delays in resolving issues, especially for users in different time zones.Technical Issues
There have been reports of occasional bugs and crashes, particularly with the Word plugin. However, these issues are generally resolvable with support or workarounds.Exporting Quotations and Comments
Users have noted that exporting all citations and comments from a single source can be laborious and could be improved for better efficiency. In summary, Citavi is a powerful tool for reference management, knowledge organization, and task planning, but it comes with some limitations, including a learning curve, cost, and occasional technical issues.
Citavi - Comparison with Competitors
When considering AI-driven education tools like Citavi
It’s important to evaluate its unique features and how it stacks up against its competitors.
Unique Features of Citavi
- Sophisticated Reference Management: Citavi combines advanced reference management with the capabilities of an AI assistant, allowing users to discover relevant literature up to 4 times faster and summarize complex content quickly.
- Efficient Collaboration: It enables easy, secure collaboration through real-time chat, task assignment, and the ability to work together in the cloud or on a local server, meeting various security requirements.
- Writing Support: Citavi can generate outlines in Word documents, complete with quotes, summaries, and references, and it integrates well with Word for drafting and outlining.
- Insight Generation: The tool summarizes key findings, aids in categorizing articles, and defines complex terms, making it easier to digest and analyze content.
Alternatives and Comparisons
Zotero
- Reference Management: Zotero is a popular alternative that offers robust reference management, including citation styles, note-taking, and tagging. However, it lacks the AI-driven features of Citavi, such as automated summarization and insight generation.
- Cost: Zotero is generally more affordable and offers a free version, which can be a significant advantage for those on a budget.
Qiqqa
- Knowledge Management: Qiqqa focuses on knowledge management and PDF annotation, which are also features in Citavi. However, Qiqqa does not have the same level of AI integration for tasks like summarization and literature discovery.
- User Interface: Qiqqa is known for its user-friendly interface, which might be more appealing to those who find Citavi’s learning curve challenging.
Unriddle AI
- AI-Driven Features: Unriddle AI is another alternative that offers AI-driven research tools, including quotation and note management, task planning, and full-text search. It is positioned as a more accessible and free alternative to Citavi, with similar features but potentially fewer advanced functionalities.
Other Education Tools
While Citavi is specifically geared towards research and academic writing, other education tools focus on different aspects of learning and teaching:
Google Classroom
- Enhanced Learning and Management: Google Classroom, enhanced with AI, offers features like practice sets in multiple languages, organized learning resources, and differentiated instruction. This tool is more focused on classroom management and student engagement rather than research and writing.
AI-Powered Tutoring Platforms
- Personalized Learning: Tools like Querium, Woot Math, GradeSlam, and TutorMe use AI to provide personalized learning experiences, real-time feedback, and support. These platforms are more oriented towards tutoring and student learning rather than research and academic writing.
Conclusion
In summary, Citavi stands out with its advanced AI capabilities for research, reference management, and writing support. However, alternatives like Zotero, Qiqqa, and Unriddle AI offer different strengths and may be more suitable depending on specific needs and preferences. For broader educational needs, tools like Google Classroom and AI-powered tutoring platforms serve different but equally valuable purposes.

Citavi - Frequently Asked Questions
Frequently Asked Questions about Citavi
What is Citavi and what are its main features?
Citavi is a comprehensive tool for reference management, knowledge organization, and task planning. Its core features include managing various types of references (such as books, articles, and lectures), integrating with databases and library catalogs, annotating PDF documents, and organizing quotations and ideas. It also includes a task planner for scheduling tasks and project milestones, and it supports team collaboration and cloud synchronization.How does Citavi help with reference management?
Citavi allows users to manage 35 different types of references, including books, articles, and other sources. It supports online searches in thousands of databases like PubMed and Web of Science, and it can import bibliographic information from web pages using the Citavi Picker add-ons for browsers. Users can also annotate PDF documents directly within Citavi, and the full text of these documents is included in the Citavi search if extractable.Can Citavi integrate with word processors and other writing tools?
Yes, Citavi integrates well with various word processors. For example, it has an add-in for Microsoft Word that allows users to insert citations and quotations directly into their documents without leaving the word processor. It also supports LaTeX editors and can work with OpenOffice and LibreOffice Writer by inserting placeholders for citations and formatting them later.How does Citavi facilitate knowledge organization?
Citavi enables users to extract text excerpts and images from documents as quotations and organize them along with their own ideas. These quotations and ideas can be categorized to reflect the structure of a final publication, helping users outline their papers before starting to write. Citavi also links annotations and comments in PDF documents to the exact position in the document.What citation styles does Citavi support?
Citavi supports a vast array of citation styles – over 11,512 styles are available as of the last update. Users can also request custom citation styles for specific scientific journals, and the software includes an advanced citation style editor and a style finder to help users locate the appropriate style for their needs.Can Citavi be used for team collaboration?
Yes, Citavi supports team collaboration. In Cloud and DBServer projects, users can assign tasks to other team members. This feature helps in organizing and managing group projects more effectively by allowing team members to work together on tasks and deadlines.How does Citavi handle task planning and project management?
Citavi includes a task planner that allows users to schedule tasks and project milestones. Tasks can be linked to specific parts of PDF documents, such as “Discuss” or “Examine” sections. This feature helps users keep track of deadlines and organize their work efficiently.What types of data can Citavi import and export?
Citavi can import references from other reference management programs like EndNote, BibTeX, Mendeley, and Zotero, either directly or through import filters and RIS export files. It can also export data in various formats to other reference management programs, ensuring compatibility and flexibility.What kind of customer support does Citavi offer?
Citavi provides several support options, including an online manual, email tutorials, videos, an actively managed user forum, and personal support for licensed users. This comprehensive support ensures that users can get help whenever they need it.Is Citavi compatible with different operating systems and software?
Yes, Citavi is compatible with various operating systems and software. It can integrate with Microsoft Word, LaTeX editors, OpenOffice, and LibreOffice, among others. For specific technical specifications and system requirements, users can refer to the Citavi website or documentation.How does Citavi handle data backup and security?
Citavi includes features for data backup to ensure that user data is safe. Users can also use cloud synchronization to keep their data up-to-date across different devices. These features help in maintaining data integrity and security.