Manuscript formatting

Bibliography Management Software

3. Comparison Grid

3.15. Manuscript formatting

Manuscript formatting (i.e. Generating in-text citations and final bibliography in a wp document)

RefWorks (web based)

Procite

EndNote

Reference Manager

A - Compatible wordprocessors and text format

RW: can format documents created by MS WORD for Windows 2000 or later; Word for Mac 98 or later; can format RTF files (use any word processor including Ami-Pro, FrameMaker, OpenOffice, StarOffice, Corel Word Perfect etc. to save your files as RTF). Can format OpenOffice ODT files.

Pr: Corel-WP 7 8 9, MS-Word 7 97 2000; (Mac Word 6 98); some 20 localized versions for MS-Word

Users have adapted it to work also with other versions: e.g. Corel-WP 12

En: yes
Windows version, two types:
A "CWYW" working with MS-WORD 2000, 2002 XP, 2003, 2007:
Mac version:
A "CWYW" working with MS-Word X, 2004, for other wp see Identity card
Both versions also support:
C scan documents in RTF format and produce a formatted copy (both Win & Mac);
Mac directly scan and format an OpenOffice document;
Windows (X1.0.1 patch) directly scans OpenOffice documents

A only CWYW has got: Searching citations, Instant formatting, Traveling library, Edit citations, Inserting notes, Inserting Figures from db records and producing their full list, Preferences: see further on for details.
C: Format/Scan paper : formatting a wp document without CWYW (or the past Add-in): from En db copy placeholders into the text of the wp document: the final formatted document will be a copy of the original one

RM: yes, two types:
A. CWYW working with MS-WORD 97, 2000, XP
B. "add-in" working with MS-WORD 95 and Corel-WordPerfect 7, 8, 9 (2000), 10 (2002), 11 (2003); 12 (2004);

There is no comparison chart of the two types of CWYW. Main differences: Only A. has got Searching citations, Instant formatting, Traveling library, Edit citations, Removal of codes, Inserting notes, the "/a" switch (to leave only the author's name), Preferences: see further on for details.
B. (add-in) has got menu options like: Recall last search, Find unlinked citations, Unformat that are dealt with differently within A

B - Other details

RW: Write-N-Cite III (in beta testing October 2007) Phase 1 allows for single document formatting/unformatting and MS VISTA compatibility. Release planned for late 2007. Phase 2 release in early 2008 will have off-line capabilities allowing user to write papers and format bibliographies without being connected to the internet.

[directly disclosed by the producer]

Pr:

En:
CWYW can work with MS-Word 'Track changes' mode on.
Use MS-Word 'Remove codes' command to clean up formatted wp document and forward it to publisher, creates a copy of original document

N.B. it won't remove also MS-Word's cross-references field coding

Traveling library (type A) any author can work on a document with formatted citations prepared by another author, without having his db at hand. The MS-WORD document -via CWYW- actually swallows the whole bibliographic record (apart from Custom fields, Notes and Abstract) and embeds it in the document; can export embedded records to an En db (or import from; record numbers change); 'traveling library' function cannot be turned off
Instant formatting (type A) can -optionally- instantly format record in the final style, before generating the document and the bibliography list (WYSIWYG-like)
Edit citations (type A) can alter the basic placeholder by adding suffixes, prefixes, pages, can do it in a smooth way, by just entering data in windows, without resorting to coded commands; the same for mere notes in a numbered style
Figures and Tables/charts (type A) It searches (by using all fields, including caption words) figures in db records and inserts in-text figures citations, e.g.: "(Figure 1)" [not the citation of the record containing it or the figure's caption]: the formatted figure list, along with the graphic images, appears either at the end of the document, after the bibliography or attached to the citation's paragraph
Document templates (type A) Can choose among some 175 shipped manuscript templates: i.e. MS-WORD style document .DOT with structured sections

RM: A. MS-WORD 97, 2000, XP
Remove codes can remove all third party codes from the formatted wp document to be forwarded to the publisher, it creates a copy of the original document and does not remove other MS-Word's codes
Traveling library any author can work on a document with formatted citations prepared by another author, without having his db at hand. The MS-WORD document -via CWYW- actually swallows the whole bibliographic record (apart from Notes and Abstract) and embeds it in the document; can export embedded records to an RM db (or import from; record numbers change).
Instant formatting can -optionally- instantly format record in the final style, before generating the document and the bibliography list (WYSIWYG-like)
Edit citations can alter the basic placeholder by adding suffixes, prefixes, pages in a smooth way, by just entering data in windows, without resorting to coded commands; the same for mere notes in a numbered style

C - Can format more than one wp document (e.g. chapters) at the time

RW: no

Pr: no (must first generate master document)

En: no (must first generate master document)

RM: no (must first generate master document)

D - Can generate bibliography using records from more than one database at the time

RW: n.a.
(in general just one database available)

Pr: yes

En: yes

RM: yes, up to 15

E - Entering placeholders within text
1. manually writing within the wp text
2. automatic insert from the wp (ad hoc toolbar and/or pull down integrated menu)
3. ad hoc command within the bibliography software to copy an operational in-text placeholder into the wp text

RW: 1; 2: can use Write-N-Cite to have a database window opened on your writing area; 3: 'Cite' (within the "One Line/Cite View" display)

Pr: 1; 2 also: multiple selection, selection between multiple matches, marked records selection; 3 Copy special: In-text also multiple citations

En: 1; 2: CWYW also offers: searching citations, multiple selection, selection between multiple matches, highlighted records selection; 3: Copy command

RM: 1; 2 also: searching citations, multiple selection, selection between multiple matches, marked records selection

F -  Different references bearing same author-same year
    1. program can distinguish them (e.g. 1990a 1990b)
    2. program cannot distinguish them (therefore one has to differentiate them manually within the document text or in the database)

RW: 1

Pr: 1 yes, if sort order is Author/Title/Year

En: 1 yes (Ambiguous Citations in Style definition, 4 options: add first name or initials; add more authors; add title for same author; suffix dates with "a", "b"...)

RM: 1 (assigned RefID can be author)

G -  Multiple citation (same or different authors)
    1. can sort
    2. can join: i.e. ^2-5
    3. can suppress repeated names
    4. can insert text

RW: 1 2 3 (add switch /a) 4

Pr: 1 name or citation order or date A/D; 2; 3 (add switch /d); 4 (switches: /pt /ft)

En: 1 2 3 4

RM: 1 name or citation order or date A/D; 2; 3 (add switch /d); 4 (switches: /pt /ft or Edit citations)

H - Final in-text citation format is ruled by an ad hoc output style made up of more versions: in-text; footnote; first and subsequent ones

RW: yes
can also handle in-text and note citations at the same time with different formats depending on placeholder position; handles repeated citations: "Ibid."

Pr: yes, (first and subsequent, but does not differentiate between consecutive and non-consecutive citations)

En: yes, dedicated footnote format. It handles citations repeated -also consecutively- in footnotes, with options like: short form, Ibid. (or other abbreviation), omit repeated data, leave unchanged ...

RM: yes (first and subsequent, but does not differentiate between consecutive and non-consecutive citations)

I - In-text citation style can be different according to RT

RW: no

Pr: yes

En: no

RM: yes

I -  Customize in-text/footnote citation's standard format
   1. add text (in front of, after, e.g.: pinpoint refs to page(s))
   2. hide/show portion (e.g.: only the date, only the author's name, only a text note)
   3. hide completely
   4. put only in the list, exclude in-text
   5. first different from its repetitions

Customize standard cit. format	1	2	3	4	5
RefWorks	x	x	x	x	x
Procite	x	x	x	x	x
EndNote	x	x	x	x	x
Reference Manager	x	x	x	x	x

RW: 1 2 3 4 5

Pr: 1 (also pages) 2 (only the date) 3 4 5

En: 1 (also pages) 2 (only the date, only the author's name, only a text note (the latter not available for multiple citations) 3 4 5

RM: 1 (also pages) 2 only the date, only a text note3 4 5 ("op. cit." allowed)

J - Reference list sort order
    1. citation order within the document
    2. sort order defined within db (output style)
    3. sort order defined within wp by the BMS program

RW: 1 2 (some 14 predefined sort criteria)

Pr: 1 2 3 (but does not include Custom option)

En: 1 2 (within each style)

RM: 1 2 3 (only Manuscript/Citation order and Author-Date)

RefWorks (web based)

Procite

EndNote

Reference Manager

Manuscript formatting (i.e. Generating in-text citations and final bibliography in a wp document)

A - Compatible wordprocessors and text format

B - Other details

C - Can format more than one wp document (e.g. chapters) at the time

D - Can generate bibliography using records from more than one database at the time

E - Entering placeholders within text 1. manually writing within the wp text 2. automatic insert from the wp (ad hoc toolbar and/or pull down integrated menu) 3. ad hoc command within the bibliography software to copy an operational in-text placeholder into the wp text

F - Different references bearing same author-same year 1. program can distinguish them (e.g. 1990a 1990b) 2. program cannot distinguish them (therefore one has to differentiate them manually within the document text or in the database)

G - Multiple citation (same or different authors) 1. can sort 2. can join: i.e. 2-5 3. can suppress repeated names 4. can insert text

H - Final in-text citation format is ruled by an ad hoc output style made up of more versions: in-text; footnote; first and subsequent ones

I - In-text citation style can be different according to RT

J - Reference list sort order 1. citation order within the document 2. sort order defined within db (output style) 3. sort order defined within wp by the BMS program

E - Entering placeholders within text
1. manually writing within the wp text
2. automatic insert from the wp (ad hoc toolbar and/or pull down integrated menu)
3. ad hoc command within the bibliography software to copy an operational in-text placeholder into the wp text

F - Different references bearing same author-same year
1. program can distinguish them (e.g. 1990a 1990b)
2. program cannot distinguish them (therefore one has to differentiate them manually within the document text or in the database)

G - Multiple citation (same or different authors)
1. can sort
2. can join: i.e. ^2-5
3. can suppress repeated names
4. can insert text

J - Reference list sort order
1. citation order within the document
2. sort order defined within db (output style)
3. sort order defined within wp by the BMS program