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DOSSIER · Reference manager · LIGHTWEIGHT · VERIFIED 13 Oct 2026
Citavi61LightweightWindows-first reference and knowledge manager, plus Citavi WebVerified 2026-10-13

Dossier · Reference manager

Citavi

Your campus may pay for Citavi. Check the Mac route, the expiry date and what leaves your project.

What is Citavi?

Decision

Windows-first reference and knowledge manager, plus Citavi Web

Choose it when
  • Students whose university pays for a campus licence, with an end date they have checked
  • Windows users collecting quotations, comments and tasks alongside references for a thesis
Skip it when
  • You need the full desktop feature set on macOS or Linux without running Windows
  • Your campus access is about to end and you need a reference library without a new licence bill
Cost
Alfasoft (German reseller): Student Windows + Web €85/year excluding VAT (€101.15 including 19% German VAT; 1 GB), checked 13 Oct 2026.
Privacy
Citavi belongs to US-based Lumivero.

Watch for There is no native Mac desktop app. Citavi Web has fewer features; the desktop Word Add-In needs Word for Windows inside a Windows virtual machine.

Synthesized14 sourcespricing checked 13 Oct 2026privacy checked 12 Oct 2026

What these labels mean
Editorial fit
0–100 desk score for research-workflow fit. Not stars, not a benchmark.
Evidence level
How close the desk got: self-run, hands-on, synthesized, or vendor claim.
Dossier depth
Flagship, Solid, Lightweight, and Draft describe how finished the page is — not which tool is best.
Verification date
When pricing or privacy was last opened at the source. Not a re-score of the whole dossier.
Benchmark status
Pending means no relevant first-party test is published yet. It is not a negative score.

Open the glossary · Read the methodology

Often, through your university: Citavi says many universities and research institutions offer free access through a site licence. Check your library or sign in with your university email first. Without campus access, German reseller Alfasoft listed the Student Desktop and Web bundle at €85 a year excluding VAT (€101.15 including German VAT), checked 13 October 2026.

Role: Windows-first reference and knowledge manager, plus Citavi WebCategory: Reference managerSynthesized
Citavi at a glance, with the date each field was checked.
FieldValue
Editorial fit61 out of 100
Dossier statusLightweight
SetReference manager
Role in a workflowWindows-first reference and knowledge manager, plus Citavi Web
PricingAlfasoft (German reseller): Student Windows + Web €85/year excluding VAT (€101.15 including 19% German VAT; 1 GB), checked 13 Oct 2026. Other offers recorded 12 Oct 2026: Academic Web €140/year (5 GB); Academic Windows + Web €185/year (5 GB); Citavi 7 Academic Windows perpetual €300 (5 GB for two years); Commercial Web €215/year; Commercial Windows + Web €290/year; Commercial Windows perpetual €480. Renewal offers are separate. Campus access costs students €0 while eligible at a participating university, for example Augsburg while enrolled. Lumivero offers a trial without a credit card; current free-version limits and trial duration are not verified. Official regional core-licence quotes must be checked separately; no CHF core price is verified.
Training on your dataLumivero AI Terms 1.3 says customer data and inputs will not train or improve models in a form that retains or is derived from identifiable customer information. This is a qualified restriction, not a blanket promise that no input ever trains a model. Terms 1.6 allows processing to provide, secure and improve AI services within that restriction; separately selected third-party AI providers follow your agreement and settings with them. The University of Augsburg warns that AI training cannot be ruled out, which is its institutional assessment, not proof of actual training. Citavi-specific provider details and non-identifiable training use remain unverified. Source: Lumivero AI Terms, checked 12 Oct 2026 (linked in Sources).
Last verified2026-10-13

Public facts · vendor & repo

List prices and pay-as-you-go entry points we can cite without running our own bench. Each tile links to a source when possible.

€85/year excluding VAT (€101.15 including 19% German VAT)Student bundle via AlfasoftAlfasoft (German reseller), 13 Oct 2026 ↗
€0 while enrolled and eligibleAugsburg campus accessUniversity of Augsburg ↗

Limits & product surface

Non-price vendor claims — multipliers, caps, and API scope. Detailed matrices live in subscription and SDK sections below.

Desktop and Mac
Windows desktop; Mac via Citavi Web or a Windows virtual machine.Lumivero Mac guidance ↗
Word integration
Desktop Word Add-In requires Windows Word; Web uses Citavi Assistant on Windows or Mac.Lumivero Mac guidance ↗
Storage
Local SQLite files, Azure cloud projects or an institutional SQL DBServer.Technical manual ↗
AI training
AI Terms 1.3 restrict identifiable-data training; no blanket no-training claim. Citavi-specific providers and regions remain unverified.Lumivero AI Terms ↗
Trial and free version
Vendor confirms a trial without a credit card. Duration and current free-tier limits are not verified.Lumivero product FAQ ↗

How it works · agent loop

The public positioning for this product — the loop we score against on VerdictPal.

Check the campus contract first

Look up your library's current licence and its end date. UZH documents campus setup; Bonn and Augsburg publish their own terms. Do not assume another university's rules apply to you.

Choose desktop or Web before importing

On Windows, choose local or cloud project storage. On Mac, check Web feature gaps before building your outline around knowledge items; desktop Word integration needs a Windows environment.

Keep source checking separate from AI

Check imported reference metadata against the paper, then organise quotations and comments. Read the AI terms and your institution's rules before sending a PDF or passage for summarisation.

Back up before the licence ends

Save a local copy before campus access expires. If moving to Zotero, follow HS RheinMain's export guidance and check knowledge-item links and Word citations separately.

Who it fits, where it fails

Best for

  • Students whose university pays for a campus licence, with an end date they have checked
  • Windows users collecting quotations, comments and tasks alongside references for a thesis
  • Word-based writing where knowledge items and categories form the working outline
  • Research projects that need local project files or an institution-managed DBServer rather than cloud storage

Avoid if

  • You need the full desktop feature set on macOS or Linux without running Windows
  • Your campus access is about to end and you need a reference library without a new licence bill
  • You want an open-source tool and a long-term library independent of campus contracts
  • Your project rules do not permit cloud uploads or external AI processing of the material

Strengths

  • Reference import from PDFs, RIS, BibTeX and identifiers
  • Citavi Picker for browser capture
  • Library catalogue and database searches
  • PDF annotations and source-linked quotations
  • Knowledge items: quotations, summaries, comments and ideas
  • Categories and keywords for a working outline
  • Tasks and deadlines within a project
  • Word Add-In for citations and bibliographies on Windows
  • Citavi Web and Citavi Assistant for Word
  • Local SQLite projects, Azure cloud projects or DBServer
  • Shared cloud projects with roles and tasks
  • AI paper search through Semantic Scholar
  • AI article overviews and passage summaries
  • AI-generated knowledge items, described by ULB Bonn

Weaknesses

  • There is no native Mac desktop app. Citavi Web has fewer features; the desktop Word Add-In needs Word for Windows inside a Windows virtual machine.
  • Campus access is not permanent. Augsburg ends eligibility when you leave the university; HS RheinMain warns that cloud access ends with its campus contract. Back up before the deadline.
  • A Zotero move is not lossless: HS RheinMain says desktop knowledge items become notes but lose their type, internal source links and category assignments. Web export cannot include quotations or other knowledge items.
  • Existing Citavi citations in Word do not become editable Zotero citations after a library import, according to HS RheinMain. Rebuilding them can mean manual work.
  • Local project storage does not make the AI local. ULB Bonn says AI inputs go to the provider; the AI terms allow processing outside the hosting region during an Open Beta.
  • Cloud encryption is not end-to-end encryption: the manual says a small group of vendor administrators can technically access project data and attachments.

How it could improve

  • Institutional policy friction could be reduced with a local/on-prem deployment option, or at minimum with clear data-handling documentation that compliance teams can review without an NDA.
  • Citation accuracy needs investment. A citation-verification pass against Semantic Scholar or CrossRef before presenting a source would catch the worst fabrication errors.
  • Institutional policy friction could be reduced with a local/on-prem deployment option, or at minimum with clear data-handling documentation that compliance teams can review without an NDA.
  • Opportunity cost scores 40/100, the weakest dimension on this dossier. Addressing this would meaningfully raise the editorial fit.
  • Setup friction scores 50/100, the weakest dimension on this dossier. Addressing this would meaningfully raise the editorial fit.
  • Reliability scores 0/100, the weakest dimension on this dossier. Addressing this would meaningfully raise the editorial fit.
  • Data portability scores 40/100, the weakest dimension on this dossier. Addressing this would meaningfully raise the editorial fit.

Search modes · 4 lenses

One input box, many retrieval postures. Filter by tier.

01Free

Reference management

Collect titles, PDFs and citations in one project; free via campus licence while eligible.

02Free

Knowledge items

Save quotations and ideas linked to their source page.

03Free

Categories & tasks

Sort material into an outline and track reading tasks.

04Pro

Web version (Mac)

Reduced web version for Mac users; full feature set is Windows desktop only.

Competitive lens

Where Citavi wins for cited research — and where a rival still belongs in the stack.

The practical split is campus-funded Windows knowledge organisation versus a free, open-source library across Windows, Mac and Linux. HS RheinMain recommends Zotero for its campus transition; a migration still needs checks for notes and existing Word citations.

Citavi

  • Your university covers Citavi and you use its knowledge items, categories and task planner.
  • Your existing Word document already depends on Citavi citations.

Zotero

  • You need a native cross-platform reference manager without a campus licence.
  • You want an open-source library that remains usable without buying a Citavi licence after graduation.

Scores and evidence

Metric lab · 16 dimensions

Click a tile for the editorial note. Color follows score: coral, yellow, mint.

Shape

Avg 61 · 0–85

61Editorial fit

Provisional, source-synthesized; no hands-on testing. Weighted mean of 13 dimensions using the published rubric; includes the flagged reliability zero. Lumivero, Alfasoft and university sources below are the basis, not a desk trial.

By group

Fit75
  • Editorial fit61
  • Wedge task fit80
  • Feature depth85
Cost55
  • Free-tier utility60
  • Cost-to-value65
  • Opportunity cost40
Trust71
  • Source grounding75
  • Privacy posture55
  • Failure transparency80
  • Evidence strength65
  • Transparency80
Workflow45
  • Integration reach75
  • Setup friction50
  • Reliability0
  • Competitive position60
  • Data portability40

Editorial evidence · 3 entries

Task

Check Mac and Word compatibility

Lumivero documents Citavi Web with Citavi Assistant for Word on Mac, or Windows Citavi with Word for Windows in Parallels. It explicitly calls the Web feature set reduced.

↳ Documentation check, not a hands-on installation test.

Task

Check what a move to Zotero preserves

HS RheinMain documents references, attachments and PDF annotations transferring from desktop projects. Knowledge items become notes; some relationships and classifications do not survive.

↳ Library guidance, not our own export test; Web export has different limits.

Task

Separate project storage from AI processing

The manual documents Azure account and project regions; Bonn separately documents AI input transmission. The AI terms qualify training restrictions and regional processing.

↳ No traffic capture or Citavi-specific AI provider audit was run.

Test scenarios · hands-on lab

How we exercised the product. Step through each run before you trust the scores.

Test run

Step 1 of 3

Find your university's current Citavi licence page and record its expiry date.

Research log · desk notes

What we learned while building this dossier — not vendor copy.

Lumivero AI Terms ↗

The training answer is qualified, not simply unknown

The research note had not located the AI terms. The live terms now restrict training with identifiable customer information in 1.3 and permit necessary processing and service improvement consistent with that restriction in 1.6. This is not enough to claim all inputs are excluded from all training.

University of Augsburg ↗

A hosting region is not a legal clearance

The technical manual distinguishes EU account hosting from location-dependent project storage. Augsburg's DPF and AI warnings are its institutional guidance; they do not contradict that regional architecture or prove a specific transfer took place.

HS RheinMain library ↗

Desktop and Web exports preserve different things

HS RheinMain says desktop categories can become Zotero collections, but knowledge-item category links and types are lost. Its Web route cannot export quotations or other knowledge items. A generic claim that all categories disappear would be wrong.

What it costs, what it keeps

Pricing deck · checked 2026-10-13

Campus licence

€0 for eligible students

While enrolled and the campus contract applies

  • Augsburg ties access to university membership; Bonn also offers free campus access.
  • Check your own library's edition, expiry date and renewal steps.

Student Windows + Web

€85

One-year subscription via German reseller Alfasoft; excluding VAT

  • 1 GB Citavi Space included.
  • €101.15 including 19% German VAT; tax is added at checkout.
  • Student eligibility required; renewal is a separate offer.

RAW · checked 2026-10-13: Alfasoft (German reseller): Student Windows + Web €85/year excluding VAT (€101.15 including 19% German VAT; 1 GB), checked 13 Oct 2026. Other offers recorded 12 Oct 2026: Academic Web €140/year (5 GB); Academic Windows + Web €185/year (5 GB); Citavi 7 Academic Windows perpetual €300 (5 GB for two years); Commercial Web €215/year; Commercial Windows + Web €290/year; Commercial Windows perpetual €480. Renewal offers are separate. Campus access costs students €0 while eligible at a participating university, for example Augsburg while enrolled. Lumivero offers a trial without a credit card; current free-version limits and trial duration are not verified. Official regional core-licence quotes must be checked separately; no CHF core price is verified.

Privacy deep-dive · checked 2026-10-12

Citavi belongs to US-based Lumivero. Desktop projects can stay local as SQLite files; account login, updates and searches still contact external services. The technical manual places account and licence information in Azure West Europe (Amsterdam). Cloud projects and attachments go to the Azure region nearest the user: West Europe for Europe, Africa and the Middle East; Central US for the Americas; Southeast Asia for Asia-Pacific. The manual says vendor administrators can technically access cloud data despite encryption at rest. AI use requires accepting Lumivero's AI Terms and sends inputs to provider services, according to ULB Bonn. AI Terms 1.3 says Lumivero will not train or improve models with customer data in a form retaining or derived from identifiable customer information; it does not establish a blanket ban on all training. Separately selected third-party providers have their own terms, and Open Beta requests may leave the hosting region. The University of Augsburg states that Lumivero lacks EU-US Data Privacy Framework certification and warns about third-country transfers and possible AI training. That is the institution's assessment, not our legal determination or proof of actual training.

Training on your dataLumivero AI Terms 1.3 says customer data and inputs will not train or improve models in a form that retains or is derived from identifiable customer information. This is a qualified restriction, not a blanket promise that no input ever trains a model. Terms 1.6 allows processing to provide, secure and improve AI services within that restriction; separately selected third-party AI providers follow your agreement and settings with them. The University of Augsburg warns that AI training cannot be ruled out, which is its institutional assessment, not proof of actual training. Citavi-specific provider details and non-identifiable training use remain unverified. Source: Lumivero AI Terms, checked 12 Oct 2026 (linked in Sources).
EU data residencyThe manual places account and licence data in Azure West Europe (Amsterdam). Cloud projects and attachments use the Azure region nearest the user, with West Europe for Europe, Africa and the Middle East. That does not guarantee EU-only AI processing; Open Beta requests may leave the hosting region.
SOC 2 attestationNo Citavi-specific SOC 2 report was verified in this documentation check. Azure hosting and encryption in the technical manual are not proof of a Citavi SOC 2 certification.
Local-first by defaultWindows desktop projects can stay local as SQLite files. Account login, updates and searches still contact external services; Citavi Web and optional AI processing are not local.

Under the hood

Vendors named on the product about page — useful for procurement and privacy reviews.

Reference and knowledge project
Citavi
Word citations and bibliography
Citavi Word Add-In / Citavi Assistant
Optional AI paper discovery
Semantic Scholar via Citavi

Alternatives and context

Workflow roles

How this tool fits into a composed research stack:

Collect and organise referencesConnect quotations to an outlineInsert citations and bibliographies in WordTrack reading and writing tasks

Deep panes · 9 lenses

Editorial lenses only. Subscription and API pricing live in their own sections above.

Sources and provenance

Source ledger · 14 checked

Quality gate · Lightweight

Evidence ready

Verdict history

  • Moved out of draft to lightweight with provisional scores derived from documented sources, not hands-on testing. Reliability remains unrated with a required zero placeholder.
  • Added a source-based bilingual draft covering campus access, EUR reseller prices, Mac/Word choices, Azure storage, AI terms and migration losses. Editorial scoring is still open.

Related dossiers

Browse the atlas

Questions this dossier answers

Every answer below is assembled from the dated fields on this page. Nothing is written separately for search.

Is Citavi free for students?

Often, through your university: Citavi says many universities and research institutions offer free access through a site licence. Check your library or sign in with your university email first. Without campus access, German reseller Alfasoft listed the Student Desktop and Web bundle at €85 a year excluding VAT (€101.15 including German VAT), checked 13 October 2026.

Does my university have a Citavi licence?

Citavi says many universities offer free access through a site licence. Check your library's website or sign in with your university email; access depends on your institution.

How much does Citavi cost without a campus licence?

On 13 October 2026, German reseller Alfasoft listed the one-year Citavi Student Desktop and Web bundle with 1 GB Citavi Space at €85 excluding VAT (€101.15 including 19% German VAT). This is a reseller offer, not an official Lumivero CHF price; renewals are separate.

Does Citavi have AI features?

Yes. Citavi advertises an AI assistant for article insights and passage summaries. Its product page also describes organising quotations into an outline; it does not establish that the AI assistant performs that step.

Can I use Citavi on several devices?

Yes. Citavi says cloud projects let you access your library from multiple devices and collaborate in real time, with an internet connection and a Citavi account.

Is Citavi worth using?

Citavi scores 61 out of 100 on editorial fit and carries Lightweight dossier status. Its job in a research workflow is: Windows-first reference and knowledge manager, plus Citavi Web.

Who is Citavi best for?

Citavi earns its place when you need:

  • Students whose university pays for a campus licence, with an end date they have checked
  • Windows users collecting quotations, comments and tasks alongside references for a thesis
  • Word-based writing where knowledge items and categories form the working outline
  • Research projects that need local project files or an institution-managed DBServer rather than cloud storage

When should you not use Citavi?

Skip Citavi in these cases:

  • You need the full desktop feature set on macOS or Linux without running Windows
  • Your campus access is about to end and you need a reference library without a new licence bill
  • You want an open-source tool and a long-term library independent of campus contracts
  • Your project rules do not permit cloud uploads or external AI processing of the material

What goes wrong with Citavi?

The dossier publishes 6 failure modes for Citavi, and they stay published whether or not the vendor likes them:

  • There is no native Mac desktop app. Citavi Web has fewer features; the desktop Word Add-In needs Word for Windows inside a Windows virtual machine.
  • Campus access is not permanent. Augsburg ends eligibility when you leave the university; HS RheinMain warns that cloud access ends with its campus contract. Back up before the deadline.
  • A Zotero move is not lossless: HS RheinMain says desktop knowledge items become notes but lose their type, internal source links and category assignments. Web export cannot include quotations or other knowledge items.
  • Existing Citavi citations in Word do not become editable Zotero citations after a library import, according to HS RheinMain. Rebuilding them can mean manual work.
  • Local project storage does not make the AI local. ULB Bonn says AI inputs go to the provider; the AI terms allow processing outside the hosting region during an Open Beta.
  • Cloud encryption is not end-to-end encryption: the manual says a small group of vendor administrators can technically access project data and attachments.

What are the alternatives to Citavi?

The closest options to Citavi are Zotero, Mendeley, Paperpile, EndNote. Each one that has a tool in the atlas is linked from this dossier, with a head-to-head comparison.

The Pack · Editorial newsletter

Know when the rules move.

One short email when a university changes its AI rule for theses, or a research tool changes its pricing or privacy terms. No tracking, no third-party analytics. Unsubscribe in one click.