2.4. 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. parenthetical query expressions
   5. browsing record list
   6. smart/live groups
   7. other

Different levels and approaches 1 1.1 2 2.1 3 4 5 6
EndNote Web x x x x x x
EndNote x x x x
EndNoteWeb (web based): in any case it cannot select fields to search in, it is always an "Any field" search (apart from online Z39.50 search, see below)
1: Quick search for local search;
2: the very same Quick allows for the use of several operators: + (inclusion); - (exclusion); blank (OR); * truncation; "..." phrase, i.e. adiacency
2.1: totally up to the user within the unique given blank-box;
4: can use also parentheses ( ) ;
5: yes
EndNote:
1: easy:
      a) one "quick search" box for strings automatically l/r truncated in any field of the whole db
      b) one "query by example" template (whose queries can be incorporated in a smart group)
2: menu driven: yes, command driven only for Z39.50 searching, see below;
3: Term lists are not made for browsing
4: parenthetical query expressions are very limited, nearly non-existent (see below);
5: yes,
6: yes, see also Database and record structure 2.2.1
7: Mac ed. can also use Spotlight search; both ed. can search attached PDF files and search PDFs of records over the internet

Short Record List browsing is default window (see below), 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. Can show preview of one highlighted record 

Searching

2 - Term lists are useful for browsing and searching see:Term/Entry lists 11

3 - Thesaurus (structured dictionary with relationships among terms)

EndNoteWeb (web based):   n.a.
EndNote: n.a.

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

EndNoteWeb (web based):   yes
En: no, automatically ruled and to a limited extent: according to vertical priority, i.e.: 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 equivalent to: "(((A and B) not C) or D)"
thus the whole first and second part result will be "OR"ed with D, therefore it is different from: "(A and B) not (C or D)" which En cannot do in one step (but in 2: first clause and then the second 'Omit from showing references').
Even less easy it is to do this: (adolescent OR young) AND (death OR suicide)

5 -  Natural language queries

EndNoteWeb (web based):   no
En: no

6 -  Search strategy : can save and recall search expressions

EndNoteWeb (web based):   no
En: yes

7 -  Refine (search within search result)

EndNoteWeb (web based): only indirectly, if you put the result of one search step in a named folder and search within it
En: yes (search within showing references: search result)

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

EndNoteWeb (web based):   3: can navigate only via authors' names (if you click on the title it opens the full display and edit window)
En: no

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

EndNoteWeb (web based):  highlight (different colour)
En: no (but within one Reference opened, do "References | Go to" to find a r/l truncated string within the reference;  can continue by using the "Next" button) Searching

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) 
    4. other

EndNoteWeb (web based): 3: always and only

En:

  1. yes, RT included;
  2. no clusters of field, therefore, e.g.: 6 different title fields (i.e. : Title, Secondary, Tertiary, Short, Alternate, Translated) , 5 authors fields, 2-3 dates fields: each of them requires an individual query or "Any field" as the unique alternative;
  3. any field, also via Quick search Window (one word only);
  4. PDF: via the usual search menu, it can search within the full text of attached PDF files, but you will not see the specific occurrence you searched for: you will have to open the file with Adobe® and use its own search function
Searching

11 -  Diacritics make difference (unpleasant feature if it cannot be disactivated)

EndNoteWeb (web based):   no, they do not make a difference
En: no difference, "Göthe" = "Gothe" ; "unità" = "unita" and viceversa  (but Goethe is another name); they make difference if you select "Match case" option, then 'libertà' does not retrieve 'liberta' or 'Libertà'

12 -  Priority within search operators and queries

EndNoteWeb (web based):   set by using parentheses, under one's own control
En: vertically: first comes the upper most, see 4 above

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

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 "(....)"
En: 1 2 3 (unary NOT as "omit from showing references") 4, 5 indirectly (two steps: A OR B + "omit from" + A AND B); more words in one field window search are considered to be adiacent, a "phrase" and truncation is then excluded

14 -  Relational operators 
   contains  
   equal ("is") 
   not-equal <>  
   less than  <   
   less or equal  <=  
   greater than  >  
   greater or equal   >=  
   range

EndNoteWeb (web based):   no
En: yes all
"not equal" is via another option: "IS"+ "Omit from showing references";
"range" is by using >= and <= in two fields linked by AND

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

EndNoteWeb (web based):   yes
En: yes (given the abovementioned constraints: no real parenthetical expressions, no more words unless is an exact phrase)

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

EndNoteWeb (web based):   right * explicit
En: yes, left and right truncation is implicit (unless you do not select "Match Words"); l/r can be explicit by adding one or two asterisk "*";
also available: "Field begins /end with" "Words begin with";
no internal truncation (see 18 here below)

17 -  Search for not/empty fields

EndNoteWeb (web based):   no
En: yes,
empty: select a field - operator "Is" - contents = [blank];
not empty: "field" - is - [blank] and select the "Omit from showing references" option
or construct a query which (first line) retrieves the whole group/library, and then (second line) excludes references with that field empty, such as
Record number | is greater than or equal | 1
NOT
[Field] is [blank]

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

EndNoteWeb (web based):   no
En: no

19 -  Z39.50 & Pubmed Searching

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 at the same time
  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 En desktop and the Administrator can upload them (see Administrator
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 (depending on user's settings) without asking for conversion;
  5. can save search expressions; 
  6. modify or add new hosts and configure them; 
  7. configure conversion filters; host configuration and connection properties are stored each 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
  9. Follow | Windows | Show Connection Status, to see a report of the search and the actual downloaded bib data that can also be copied elsewhere
  10. As for conversion it makes use of the same tools available in normal Import, q.v.

20 - Number of Z39.50 targets/connections

EndNoteWeb (web based):    > 1800 but cannot modify them directly: must do it within En desktop and the Administrator can upload them (see Administrator) 
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

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