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parent and child links when importing

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parent and child links when importing

Postby haghju » 2017-07-25 16:36

System information: [ Citavi Version 5.0-5.5, Windows 10, English, Firefox 43 or newer, MS Office 2013/365 64Bit, - ]

I need to import a project from Excel to Citavi and I need to make relation between parents (i.e. conference proceeding) and childs (contribution). How can I do that? Which field have I to select in importing wizard?
haghju
 

Re: parent and child links when importing

Postby Susanne Sitzler » 2017-07-26 18:23

Dear haghju,

Thank you for your message.

Excel files containing edited books and contributions in edited books have to be amended with two additional columns before they can be imported correctly.

  1. Insert a column for sequentially numbering your rows in Excel (see screenshot below: column A, label No.); each number has to be unique. This is not necessary if the edited books are individually identifiable by other markers, such as an ISBN number.
  2. Insert another column in order to enter the ID or ISBN number of the respective edited books (see screenshot below: column L, label In).
Your Excel spreadsheet may look like this:
https://goo.gl/EYRMCb

Start the assistant to import a file containing tabular data (see our manual). This will let you assign which fields in the source file are associated with the document type Book, Edited. Now select the column containing the previously defined, sequential numbering and link it to the Citavi field labeled Import ID. Remember to also assign the other fields in the source file to the corresponding Citavi fields for the selected reference type:
https://goo.gl/b9xiRC

Likewise, proceed in the same manner when determining which cells are associated with the document type Contribution; select the column containing the ID or ISBN and link it to the Citavi field labeled In (Import ID). This allows Citavi to identify the parent reference for each contribution:
https://goo.gl/DqPy1R

Best regards
Susanne

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Susanne Sitzler
Citavi Customer Service
 


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