How to add data from Citavi to NVivo – Alfasoft Support & Knowledgebase

Add from Citavi

Add from Citavi option allows you to include references and related source files from Citavi to NVivo.

NOTE You can only share cloud projects from Citavi Web or Citavi Desktop.

Prerequisites

You must have internet connection to successfully export data from Citavi and import into NVivo.
You need to have a valid Citavi license to share the data from Citavi.
You need a valid NVivo license or at least a trial license for importing.

Steps to import from Citavi

NOTE Before you begin, ensure you use the same email in your Citavi account as in your NVivo account.

Follow the below steps to import from Citavi:

In Citavi, open the Citavi project that you want to import.
Click Share with NVivo.
- In Citavi Web: Once the share is successful, notification is displayed on the top right and a green tick is displayed in the toolbar.
- In Citavi Desktop: The project sharing status notification is displayed at the bottom right.
In NVivo, launch the project to which you want to import the Citavi data.
Select Import -> Add from Citavi.

Add from Citavi wizard is displayed.
Select the Citavi project to add.
Select the references that you would like to import and click Next.
Select the Knowledge Organizer categories and click Next.
Click Confirm.
Once the success message is displayed, click Close.

The selected Citavi data are imported into the current NVivo project. For more information on Citavi-NVivo data mapping, see section below.

NOTE The Citavi project changes are not synchronized with NVivo. In other words, if you make changes in Citavi, you will need to Share the Project with NVivo again.

Citavi-NVivo data mapping

When you import data from Citavi, you can choose to import specific references using the Add from Citavi Wizard.

In Citavi	In NVivo
Categories	Categories are located under the Coding section inside the Citavi folder. All the categories and sub-categories from Citavi are imported as codes and sub-codes retaining the original hierarchy and sorted as per the original order in Citavi.
References	In NVivo, both references with PDFs and references without PDFs are in the folder Files/References: References with PDF: The PDF is imported in NVivo. Direct quotations that are linked to a Knowledge Organizer category are coded to the relevant code in NVivo. Direct quotations that are not linked to a Knowledge Organizer category are coded to the code No categories in NVivo. User-generated core statements for Direct Quotations become annotations in NVivo. References without PDF: Where a hyperlink is included in the Online address field in Citavi, the hyperlink will appear at the top of the document representing the reference in NVivo so you will be able to access the original article. The abstract text from Citavi Overview/Abstract is also imported into NVivo as well as any Direct Quotations with their user-generated core statements. If the Direct Quotations are linked to Knowledge Organizer categories in Citavi, they will be coded to the relevant code in NVivo. If the Direct Quotations are not linked to Knowledge Organizer categories in Citavi, they will be coded to the code No categories in NVivo.
References file classification details	A new file classification type called Reference is created and linked to all the references imported from Citavi. The attributes for the Reference classification types are created based on each references’ metadata (Example - Author, title, year, etc).
Direct quotations	Direct quotations are brought into NVivo together with any user generated core statements. For more information, see References.
Comments, indirect quotations and summaries	References with PDF - A memo is created linked to the relevant PDF which contains any comments, indirect quotations or summaries created in Citavi. If they have been linked to a category in Citavi, they will be coded to the relevant code in NVivo. In Windows only, Links are used to link the text to the part of the PDF that they reference. References without PDF - Comments, indirect quotations and summaries are added to the reference document along with the direct quotations, abstract and hyperlink. If they have been linked to a category in Citavi, they will be coded to the relevant code in NVivo.

Source: NVivo 14 help page