3.4. Searching 

Searching

1 -  Different levels and approaches: 
   1. easy 
       1.1 expert
   2. menu/windows driven
       2.1 command driven
   3. browsing term lists/indexes directly pointing to records
   4. complex query expressions
   5. browsing record list
   6 . smart/live groups

Different levels and approaches 1 1.1 2 2.1 3 4 5 6
Bibus x x x x x x x
EndNote Web x x x x
RefWorks x x x x x
Procite x x x x x x x
EndNote x x x x
Reference Manager x x x x (x) x
Bibus: 1-2-4: multi-line window where you can also choose: Boolean and relational operators + parentheses to nest query elements, the simple/quick query can be translated into an SQL query on the fly and then edited, therefore SQL search becomes fully available; the scope is either a cluster of fields (so-called Main fields: user definable) or any individual field. Also querying PubMed allows for two search levels, the advanced one complies with PubMed advanced search specifications; 5 yes; 6 yes, the References group can be nested without hierarchical limitation
EndNoteWeb (web based):   1: Quick search for local search; 2: the very same Quick allows for the use of several operators; 2.1: totally up to the user within the unique given blank-box; 4: can use also parentheses; in any case it cannot select fields to search in, it is always an "Any field" search
RefWorks (web based): 1 yes, easy; 2 menu driven: yes; 3 browsing term lists: yes; 4 query expressions: not real query expressions but 'advanced' is window-like with four available field choices and Boolean operators; 5 browsing record list: yes
Procite:   1: easy: browsing indexes + direct "Quick Find" by typing string; expert: assisted command driven (see 2); 2: command driven: assisted by buttons but syntax errors are possible; 3: browsing term lists and indexes;  4: query expressions; 5: browsing record list

Short Record List browsing is default window, database dependent: one record per line, can choose any field to display in up to six columns. Quick Find: enter string based upon sort key. Sort on any displayed field by clicking the column field bar

EndNote: 1: easy: one "quick search" box for strings l/r truncated in any field of the whole db + one "query by example" template, with syntax control; 2: menu driven: yes, command driven only for Z39.50 searching, see below; 4: query expressions are very limited, nearly non-existent ; 5: yes, Mac ed. can also use Spotlight search; 6 yes, see also Database and record structure 3.2.2

Short Record List browsing is default window, common to all databases: one record per line; can handle up to eight (8) columns and use any field to display (option for all authors or first only). Quickly move to record by directly entering a string belonging to first sort field key (no special window is displayed). Sort (A/D) on any displayed field by clicking the column field bar. Cannot use term lists here to point to records. Cannot toggle between short list and search result: one or the other. Can show preview of one highlighted record 

Reference Manager:
1: easy "Quick retrieval" available in Term Manager; expert as search window with multiple fields; 
2: assisted by menu and buttons;
3: Term manager activate a quick search on one or more terms (OR - AND operators available) ; in search window lists are available only to pick up terms for a query, not to index and contextually display records at once; 4 (but without explicit parentheses among different fields); 5 : yes

Short Record list browsing is default window, not database dependent -and can apply to all lists (retrieved, imported, duplicates etc.): one record per line, can choose any field to display (up to 37); sort on any displayed field by clicking the column field bar

2 - Term lists derived from indexes useful for browsing and searching see:Term/Entry lists 11

3 - Thesaurus (structured dictionary with relationships among terms)

Bibus : n.a.
EndNoteWeb (web based):   n.a.
RefWorks: n.a.
Procite: n.a.
EndNote: n.a.
Reference Manager: n.a.

4 -  Can use and nest parentheses to create real query expressions

Bibus : yes
EndNoteWeb (web based):   yes
RefWorks (web based): no, automatically ruled and to a limited extent: according to its vertical priority, the up most query element is the first and inner most within the implicit search expression (A OR B) AND (C OR D) could become:  (((A OR B) AND C) OR D); also:  (A AND B) OR (C AND D) could become: (((A AND B) OR C) AND D), which is totally different
Pr: yes
En: no, automatically ruled and to a limited extent: according to its vertical priority, the up most query element is the first and inner most within the implicit search expression, e.g. "A and B not C or D" is equal to: "(((A and B) not C) or D)" thus the whole first part result will be "OR"ed with D, therefore it is different from: "(A and B) not (C or D)" which cannot do.
RM: not really; to a limited extent and implicitly: according to its vertical priority, the upmost query element is the first and inner most within the implicit search expression, e.g. A and B not C or D is equal to: (((A and B) not C) or D) = the whole first part result will be "OR"ed with D therefore it is different from: (A and B) not (C or D) which cannot do;
neither can do: (A or B) and (C or D) unless each couple (triple etc.) of values belongs to the same field [i.e. it is possible Titles [3,13,23] = {dolphins } OR {atlantic} OR {bottlenose} AND Authors [4,14,24] = {Auxe,W.W.} OR {Orso,Franco}]

5 -  Natural language queries

Bibus : no
EndNoteWeb (web based):   no
RefWorks (web based): no
Pr: no
En: no
RM: no

6 -  Search strategy : can save and recall search expressions

Bibus : not directly, but you can embed a query in a live group (you can't transform a query in a live group on the fly, though: you must rewrite it)
EndNoteWeb (web based):   no
RefWorks (web based): no
Pr: yes
En: yes
RM: yes

7 -  Refine (search within search result)

Bibus : yes, indirectly if you search in a folder where you have stored a previous search result
EndNoteWeb (web based): yes, indirectly if you put the result of one search step in a named folder and search within it
RefWorks (web based): yes, indirectly if you search in a folder where you have stored a previous search result
Pr: yes
En: yes
RM: yes (though not explicitly: keep the previous search strategy as the first step of your new query and AND it with another search expression)

8 -  Advanced search features
    1. best match, weighted terms, ranking
    2. fuzzy, sounds like
    3. hypertext-like: navigation
    4. tag clouds

Bibus : none
EndNoteWeb (web based):   3: can navigate only via authors' names, if you click on the title it opens the full display and edit window
RefWorks (web based): 1: ranking by relevance is on by default for Quick search -and cannot be customized- when more than one word are used;  with single word Quick search only sorting (date | author)
3: authors, descriptors, journal titles (full & short), URL are all active links within this entirely web based catalogue
Pr: no
En: no
RM: no

9  -  Highlighting search terms in result (and jump to next occurrence of terms)

Bibus : no
EndNoteWeb (web based):  highlight
RefWorks (web based): highlight
Pr: no
En: no (but "Go to" and "Next" commands, to find a r/l truncated string within a reference)
RM: yes in the Output display --not in the Standard editable one, (no "jump")

10  -  Scope of searching within a record 
    1. one or more distinct fields
    2. cluster of fields
    3. full text = any field (i.e. all the fields are indexed and searchable) 

Bibus : 1, 2 (one cluster user defined: "Main fields")
EndNoteWeb (web based): 3 always and only
RefWorks (web based): 1, 2 clusters available for: all authors, all periodicals (full/short titles), but dates and other titles etc. are scattered over several fields in a 1:1 relationship; 3
Pr: 1, yes with field indicator (RT included); 2 three clusters; all authors, all titles, date; 3 yes, default
En: 1, RT included; 2: no clusters, therefore: 5 different title fields, 4 authors, 2 dates: each requires an individual query; 3 any field
RM: 1, (RT included); 2: predefined clusters: so-called "indexed fields" and "non-indexed fields", all authors, all titles, "reference indexes" [i.e. saved search results])

11 -  Diacritics make difference (it is considered an "unpleasant" feature, if it cannot be disactivated)

Bibus :: yes, they make difference "liberte" is not the same as "liberté"
EndNoteWeb (web based):   no, they do not make a difference
RefWorks (web based): yes, they make difference: ("liberte" will not retrieve "liberté" and viceversa)
Pr: no difference, "Göthe" = "Gothe"
En: no difference, "Göthe" = "Gothe" ; "unità" = "unita" and viceversa  (but Goethe is another name)
RM: yes, they make difference "liberte" is not the same as "liberté"

12 -  Priority within search operators and queries

Bibus : see SQL preferences
EndNoteWeb (web based):   set by using parentheses, under one's own control
RefWorks (web based): vertically: first comes the upper most, see 4 above
Pr: set by using parentheses, the inner most comes first
En: vertically: first comes the upper most, see 4 above
RM: no explicit parentheses; vertically: the highest comes first, see 4 above

13 -  Boolean operators
    1. AND
    2. OR
    3. NOT (unary)
    4. AND NOT (binary)
    5. XOR

Bibus : 1, 2, in advanced search also:  3 and 4 (but bug to be fixed); 5 no, must use OR + AND NOT
EndNoteWeb (web based):   "+" (stands for AND but it is not exactly the same); OR is "blank", NOT is "-" minus; adiacency is '"..."' double quotes, parentheses for clauses "(....)"
RefWorks (web based): 1 2 4
Pr: 1 2 3 4, 5 indirectly
En: 1 2 3 (as "omit from showing references") 4, 5 indirectly (two steps: OR + "omit" AND)
RM: 1 2 4

14 -  Relational operators
   (e.g.  contains,  equal, not-equal <>,  less than  < ,  less or equal  <=,  greater than  >,  greater or equal   >=,  range )  

Bibus : yes
EndNoteWeb (web based):   no
RefWorks (web based): no
Pr: yes
En: yes ("not equal" is "Omit from showing references")
RM: yes, limited

15 -  Can combine boolean, relational operators, parentheses, truncation etc.

Bibus : yes
EndNoteWeb (web based):   yes
RefWorks (web based): no
Pr: yes
En: yes (given the abovementioned constraints)
RM: yes: boolean, range and truncation within the abovementioned constraints

16 -  Truncated search (wildcards are explicit/implicit) 
    (right , left , l/r)

Bibus : right, left implicit
EndNoteWeb (web based):   right * explicit
RefWorks (web based): yes
Pr: yes
En: yes
RM: yes

17 -  Search for not/empty fields

Bibus : only in advanced SQL search: [field-name]=""
EndNoteWeb (web based):   no
RefWorks (web based): no
Pr: yes (dedicated operators: EMPTY, NOT EMPTY)
En: yes, empty: "field" is [blank]; not empty: "field" is [blank] and select "Omit from showing references" option
RM: "yes", only in indexed fields: look for records (RefID range, e.g. 1-1000) then, e.g., Authors "empty" is NOT Authors  * (any character); whereas Authors "not empty"  AND any character *

18 -  Internal wildcards ("masking" e.g. ? *, where m*ss stands for miss mass mess mistress ...)

Bibus : only in advanced SQL search, where "?" is equal to "_" and "*" is "%" 
EndNoteWeb (web based):   no
RefWorks (web based): no
Pr: no
En: no
RM: no

19 -  Z39.50 & Pubmed Searching

Bibus : PubMed, only

  • completely hidden to the user
  • search interface offers multiple windows and boolean operators, fields choice depends on the PubMed configuration 
  • automatically saves result in a temporary group: PubMed, and let you transfer it into a permanent group
  • cannot save search expressions
  • cannot modify or create new basic connections apart from changing the PubMed URL
  • cannot modify import filters or create new ones
  • cannot specify text characters set (ANSEL, Latin-1...)

 

EndNoteWeb (web based):   yes

  1. completely hidden to the user
  2. search interface offers multiple windows and boolean operators, fields choice depends on the target database's configuration 
  3. cannot search different databases simultaneously, or launch more than one query
  4. can automatically save result in db, or let you transfer it into the database or a group
  5. cannot save search expressions
  6. cannot modify or create new basic connections *
  7. cannot modify import filters or create new ones *
  8. cannot specify text characters set (ANSEL, Latin-1...)*
    * cannot modify them directly within EndNote Web: must do it within EndNote desktop and the Administrator can upload them

RefWorks (web based): yes

  1. proprietary search engine
  2. use limited search interface (quick search + optional refinement on five fields, cannot use parentheses)
  3. cannot search different databases simultaneously, or launch more than one query
  4. automatically saves result in db without asking for conversion, separate folder
  5. cannot save search expressions
  6. can modify or create new basic connections
  7. cannot modify import filters or create new ones
  8. cannot specify text characters set (ANSEL, Latin-1...)
Pr: yes
  1. embedds BookWhere® search engine;
  2. use special -simplified and limited- search interface (e.g.: cannot use parentheses: (A or B) and (C or D) will not be possible);
  3. can search different databases simultaneously;
  4. automatically converts and saves result in db, separate folder;
  5. can save search expressions; 
  6. modify or add new hosts and configure; 
  7. configure conversion filters which are separate files but many connections can share the same filter (e.g. MARC21); one single file contains all the different hosts configurations and properties;
  8. cannot specify text characters set (ANSEL or Latin-1 etc.)
En: yes
  1. embedded proprietary software built upon the Yaz toolkit;
  2. use same interface as normal searching function (with less options but it can also search in command line mode: \\[search-term]&/attribute type/attribute value ...);
  3. cannot search different databases simultaneously, but can launch more than one parallel search session; 
  4. automatically save result in a group or db without asking for conversion;
  5. can save search expressions; 
  6. modify or add new hosts and configure them; 
  7. configure conversion filters; host configuration, connection properties are stored in individual files so that many connections cannot share the same conversion filter (e.g. MARC21) but copies or adaptations of it; 
  8. can specify text characters set (ANSEL, Latin-1, Unicode UTF-8, Unicode UTF-16 ... etc.) and > 24 record format syntaxes
RM: yes
  1. embedds BookWhere® search engine;
  2. use same interface as normal searching function (practically cannot use parentheses);
  3. can search different databases simultaneously;
  4. automatically converts and saves result in db, separate folder;
  5. can save search expressions; 
  6. modify or add new hosts and configure;
  7. configure conversion filters which are separate files but many connections can share the same filter (e.g. MARC21, UNIMARC); one single file contains all the different hosts basic configurations and properties; 
  8. can specify text characters set (ANSEL or Latin-1)
  9. in addition to Z39.50 hosts, an "ISI" option lets -password required- search ISI databases, such as Science Citation Index, Social Sciences Citation Index, Arts & Humanities Citation Index. Resulting records can be downloaded, automatically converted and linked back to records in ISI's database
  10. can generate OpenUrl compliant data from citations and send them to a link resolver 

20 - Number of Z39.50 targets/connections

Bibus : n.a.
EndNoteWeb (web based):    > 2100 but cannot modify them directly: must do it within EndNote desktop and the Administrator can upload them
RefWorks: > 635 + Administrator can define other connections (address, port ...) with no limitations, but cannot create/modify conversion filters 
Pr: ca 110, can define others with no limitations; can create/modify conversion filters
En:  ca 4.400 [100 installed; additional connection files can be installed using the Windows Add/Remove Programs options and the Mac Customizer. Updated and new filters can be downloaded from the producer’s web site] + can define others with no limitations: each is a separate file; can create/modify conversion filters
RM ca 1.000, can define others with no limitations; can create/modify conversion filters

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