A. Configuring Citavi

Transcription

1 This guide shows how you can best configure Citavi to work with LyX. With Citavi you will generate a BibTeX file that is linked to your LyX document. Citations can then be inserted from Citavi or from within LyX, while quotations can be inserted with a click using Citavi s Publication Assistant. A. Configuring Citavi 1. Click Tools > Options > General and then make sure that your LaTeX settings match those in the screenshot below: 2. Select Generate BibTeX keys for all references that do not have one yet. The citations in your LyX document are created using the entries in the BibTeX file generated using the BibTeX keys in your Citavi project. For that reason, all of the references you want to use in LyX need a unique BibTeX key. Do not change any keys for references that have already been inserted into your document. Swiss Academic Software Version 1.2 (EN Version 1.0) LyX or later/citavi Beta or later

2 3. Next, create an export preset for the BibTeX file. In the export preset you determine the name and format of the BibTeX file. You can also say whether the file should be automatically updated when changes are made in Citavi. Click File > Export: 4. In the next step, select All n references in this project. Please note that if your Citavi project is very large and you don t use BibLaTeX you may experience errors due to problems with the BibTeX compiler. 5. Select one of the TeX export filters: 2

3 6. Select Save to text file, click Browse, and then select the folder containing your LyX document. Give the document a name related to your project. 7. Save the export preset, preferably with a name that reflects the journal you will submit to or with the name of your publication. Click Next. 3

4 8. You can manually update the BibTeX file by clicking File > Export > [Name of the export preset]. 9. You can also customize the export definition if you want: 10. In the two windows that follow, you can customize the reference type and field mapping as well as the field names used in BibTeX. Usually there is no need to do this. 4

5 11. In the next window you can select additional options. The correct options depend on the package and style definition you are using for your document. B. Configuring LyX 1. In Tools > Preferences > Paths enter the named pipe in the LyXServer pipe field: 5

6 2. In your LyX document, place the insertion point where you want your bibliography to appear and then click Insert > List/TOC > BibTeX Bibliography: 3. Click Add and then click Browse to select the BibTeX file: 6

7 4. Add the BibTeX file by clicking Add and then OK. C. Inserting Citations and Quotations in LyX 1. You can insert citations from within Citavi by clicking Citation > Quote with {placeholder} 1. 1 The name of this option isn t entirely accurate, since placeholders are not inserted. Instead a formatted citation is inserted. 7

8 2. You can also insert citations using Citavi s Publication Assistant. Press F7 to open the Publication Assistant. 3. Citations can also be inserted from within LyX by clicking Insert > Citation. 8

9 4. Search for the desired reference using the BibTeX key or the search feature and define the formatting for the citation. The available options depend on the citation style and package you are using. 9

10 5. In this window you can define the formatting for each citation and insert text before and after the citation. You also open this window at a later time simply by clicking a citation in your document. 6. The formatting for a citation can be changed later on by right clicking the citation. The options reflect \cite, \citep, \citealt, etc. The options available depend on the package and citation style you are using. 10

11 7. Citavi knowledge items are best inserted using the Publication Assistant, since you can then use all Quote commands entered under Tools > Options > General. You will only be able to see your quotations with the chosen formatting after compiling your document. D. Helpful Hints 1. Errors are more difficult to find in LyX than in normal LaTeX documents. We recommend saving and compiling your LyX document very frequently so that you notice errors right away. The easiest way to remove errors is to undo any changes since the last time you compiled. 2. If your package or citation style requires a different format in the BibTeX file, change the export definition in Citavi. Do not manually correct the BibTeX file, since any time a change is made in Citavi the BibTeX entries will be newly generated and your changes in the file will be overwritten. Exception: If you manually insert a BibTeX entry that does not correspond to a title or quotation in Citavi, it will not be overwritten. 3. If you choose a certain format for a citation as described in section C, steps 4 6 and then change the citation style or package, you will receive a compilation error if the new package doesn t support the format you selected. 11