3.13. Manuscript formatting

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

Bookends Sonny Software Library Master Balboa Software ProCite EndNote Reference Papyrus
RefWorks (web based) Biblioscape Bookends Library Master Procite EndNote Reference Manager Papyrus †

RW: yes, function fully available

Bscp:  yes, function fully available BK:  yes, function fully available LM: yes

there is not third-party installation within wordprocessor's menu : LM will create another formatted wp document plus, optionally, another one with the bibliography list

Pr: yes En: yes
Windows version, two types:
A "CWYW" working with MS-WORD 97, 2000, XP
Mac version:
A MS-Word X, 2004, for other wp see Other features
Both versions also support:
can scan of the original document in RTF format and produce a formatted copy


A CWYW only 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: 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. CWYW (or, better: "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

Papyrus: yes

there is not third-party installation within wordprocessor's menu (it uses Apple Events to communicate with MS-Word, Corel-WP, Nisus Writer)

1 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. Bscp: its own word processor: BiblioWord or MS-Word, Corel-WP and any wp that supports RTF or HTML BK:  Add-In for MS-Word Mac 6 or later, Macros for Nisus Writer 5 or later, Add-In for Mellel (RedleX Software): it acts from within the wp (via floating toolbar, macros or palette) by finding citations in Bookends database and inserting them into the text. Can also scan Nisus Writer 4, WordPerfect 2.x -or later- native files, RTF, MIF (FrameMaker) text files LM: MS-WORD 6, 95, 97, 2000, XP; Ami Pro, ASCII/ANSI RTF, Nota Bene, XYWrite, Corel-WP 5.0-5.2; 6 7 8 9

but to format footnotes in WP 6-9, documents must be saved as WP 5.1

Pr: Corel-WP 7 8 9, MS-Word 7 97 2000; (Mac Word 6 98); some 20 localized versions for MS-Word En:
Win:
A CWYW working with MS-WORD 97, 98, 2000, 2001, XP
Mac: A MS-Word X, 2004 
Both: format RTF files
 
RM:
A. MS-WORD 97, 2000, XP
B. MS-WORD 95 and Corel-WP 7, 8, 9 (2000), 10 (2002), 11 (2003); 12 (2004)
Papyrus: can copy and paste placeholders into any wp or text editor; can also use drag and drop if supported by wp; can process files of the following formats: Ms-Word [Mac 5, 6, 98], Corel-WP, Nisus Writer, plain text, RTF, TeX/LaTeX

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

RW: no Bscp: no BK: no LM: either must generate master document or do an elaborate incremental generation

where footnotes can automatically use short form if the reference was cited in a previous chapter

Pr: no (must first generate master document) En: no (must first generate master document) RM: no (must first generate master document) Papyrus: no (but can accumulate multiple documents to create a single global bibliography)

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

RW: n.a.
(just one database available)
Bscp: no BK: no LM: no Pr: yes En: yes RM: yes, up to 15 Papyrus: no

4  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 BFS 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) Bscp: 1; (2 from proprietary BiblioWord wp); 3 BK: 1 2 3, according to which wp you are using, see above 1 LM: 1; 3 also multiple selection of marked records; can add cited page numbers on the fly 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 Papyrus: 1; 3 (also Append) + drag and drop

5 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  

Bscp:  1 (add first name or initials, add more authors, add title for same author, suffix dates with "a", "b"...) BK: 1 LM: 1 Pr: 1 if sort order is Author/Title/Year En: 1 (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) Papyrus: 1 (can also add initials to names if ambiguous)

6 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 Bscp: 1 2 3 4 BK:  1 2 3 (by inserting "%" symbol) 4 LM: none 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) Papyrus:  1 (name or citation order or date); 2; 3; 4 by using {...}

7  Final in-text citation format is ruled by an ad hoc style within db 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 of placeholder position; handles repetaed citations, Ibid.
Bscp: yes, it handles citations repeated -also consecutively- in footnotes,  with options like short form, replaces by Ibid. or other, omit repeated data; BK: no LM: yes (first and subsequent) 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 ...; 6 RM: yes (first and subsequent, but does not differentiate between consecutive and non-consecutive citations) 6 Papyrus: yes

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

RW: 1 2 3 4 5 6 Bscp:  1 2 5 6 (can suppress author or date); can put all citations in end- or footnotes with a single command BK: 1 2 3 4 5 6 LM: 1 only pages after, 4, 5 Pr: 1 (also pages) 2 3 4 5 6 only the date En: 1 (also pages) 2 3 4 5 6: only the date, only the author's name, only a text note (the latter not available for multiple citations) RM: 1 (also pages) 2 3 4 5 ("op. cit." allowed) 6 only the date, only a text note Papyrus:  1 2 3 4 5

9 Reference list sort order
    1. citation order within the document
    2. sort order defined within db
    3. sort order defined within wp by the program

RW: 1 2 (some 14 predefined sort criteria) Bscp: 1 2 BK: 1 2 LM: 1 2 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) Papyrus:   1; 2 (only Manuscript order and Author-Date)

10 Other

RW: Bscp: can handle a document via its own word processor BiblioWord that can display bib record contextually to drag and drop into text.
Can also use BiblioSidekick to list records and drop placeholders in text
BK:  will insert the bibliography at the end of the document if you scan from within MS-Word or Nisus Writer or Mellel; otherwise either in the clipboard or in a file LM: 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
Papyrus:
Bookends Sonny Software Library Master Balboa SoftwareProCiteEndNoteReferencePapyrus

* Other features that could be taken into account

  • On-line contextual help
  • Location for placeholders within the wp document : main ; text; end/footnote ; hidden text
  • Content and structure of placeholders: author name ; title ; keywords ; date ;  RN ;  one or more, also truncated, string from any field ; delimiters/markers can be changed
  • Bibliographic reference list generated within wp text or in a copy of wp text
  • Duplicates are automatically removed from the list
  • More citations of the same reference can bear same number
  • In-text citation can have different formats depending on RT


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