Reference Management Software Resources
Discussions and Reports to expand your knowledge on Reference Management Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find discussions from users like you and reports from industry data.
Reference Management Software Discussions
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Question on: Citavi
Which database servers does Citavi for DBServer support?Supported database servers (Citavi for DBServer)
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Citavi for DBServer can currently only be used with the Microsoft SQL database server. If this database server is not already in place, it’s possible to use the free Microsoft SQL Server Express version. Additional information on technical requirements, how to install Microsoft SQL Server Express, and how to set up a Microsoft SQL database server with the Citavi DBServer Manager can be found in the Citavi manual.
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Citavi for DBServer can currently only be used with the Microsoft SQL database server. If this database server is not already in place, it’s possible to use the free Microsoft SQL Server Express version. Additional information on technical requirements, how to install Microsoft SQL Server Express, and how to set up a Microsoft SQL database server with the Citavi DBServer Manager can be found in the Citavi manual.
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0
Question on: Citavi
Where are project files stored?Storage locations
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1. Program files
Citavi can either be installed on clients locally or on a terminal server (Citrix, for example). Terminal server installations require Citavi for DBServer licenses.
In a terminal server installation, Microsoft Word and at least one supported browser must be installed on the same terminal server instance in order for the Word Add-In and Picker extensions to work.
2. Project information
Project information (i.e. bibliographic information and any other information saved directly in the project) is saved in different places depending on the edition:
In Citavi for DBServer the project information is saved in a database on a Microsoft SQL database server.
In Citavi for Windows the project information is saved in a project file (technically an SQLite Container) on a local hard drive or on a local network drive.
3. Project attachments
Attachments are not saved in a database or project file. Instead, they’re saved in a folder on the local hard drive or on a local network drive.
Example 1: Citavi for Windows (individual user)
Citavi is installed locally. The project file and attachments are saved on the local hard drive.
Example 2: Citavi for Windows (multiple users)
Citavi is installed locally. The project file and attachments are saved on a local network drive that all users can access.
Example 3: Citavi for DBServer (local installations)
Citavi is installed locally. The project file is saved in an MS SQL database. The attachments are saved on a local network drive.
Example 4: Citavi for DBServer (terminal server installation)
Citavi is installed on a terminal server. Project files are saved in an MS SQL database. The attachments are saved on a local network drive.
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1. Program files
Citavi can either be installed on clients locally or on a terminal server (Citrix, for example). Terminal server installations require Citavi for DBServer licenses.
In a terminal server installation, Microsoft Word and at least one supported browser must be installed on the same terminal server instance in order for the Word Add-In and Picker extensions to work.
2. Project information
Project information (i.e. bibliographic information and any other information saved directly in the project) is saved in different places depending on the edition:
In Citavi for DBServer the project information is saved in a database on a Microsoft SQL database server.
In Citavi for Windows the project information is saved in a project file (technically an SQLite Container) on a local hard drive or on a local network drive.
3. Project attachments
Attachments are not saved in a database or project file. Instead, they’re saved in a folder on the local hard drive or on a local network drive.
Example 1: Citavi for Windows (individual user)
Citavi is installed locally. The project file and attachments are saved on the local hard drive.
Example 2: Citavi for Windows (multiple users)
Citavi is installed locally. The project file and attachments are saved on a local network drive that all users can access.
Example 3: Citavi for DBServer (local installations)
Citavi is installed locally. The project file is saved in an MS SQL database. The attachments are saved on a local network drive.
Example 4: Citavi for DBServer (terminal server installation)
Citavi is installed on a terminal server. Project files are saved in an MS SQL database. The attachments are saved on a local network drive.
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0
Question on: Citavi
Where does Citavi save our information?Is information saved in the cloud or locally
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Project information is either saved in a Microsoft SQL database (Citavi for DBServer) or in a local project file (Citavi for Windows). No project information is saved online, ensuring you stay in control of your information.
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Project information is either saved in a Microsoft SQL database (Citavi for DBServer) or in a local project file (Citavi for Windows). No project information is saved online, ensuring you stay in control of your information.
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Reference Management Software Reports
Mid-Market Grid® Report for Reference Management
Spring 2026
G2 Report: Grid® Report
Grid® Report for Reference Management
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Reference Management
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Reference Management
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Reference Management
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Reference Management
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Reference Management
Winter 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Reference Management
Winter 2026
G2 Report: Grid® Report
Grid® Report for Reference Management
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Reference Management
Winter 2026
G2 Report: Momentum Grid® Report
