Input/Edit

3.5. Input/Edit

Input/Edit

RefWorks (web based) Biblioscape Bookends Library Master Procite EndNote Reference Manager † Papyrus

1 Cataloguing reference standard: no cataloguing or bibliographic standard is chosen by default, or in a mandatory way, in any of the analyzed packages

2 Input must be preceeded by searching

RW: no Bscp: no BK: no LM: no Pr: no En: no RM: no Papyrus: no

3 Compulsory input within certain fields

RW: no

(as manual entry and editing usually happen in the framework of a chosen output style the workform reminds which fields are expected by the style: so-called Accucite feature; in any case all the fields available are shown)
Bscp: no (but can set fields as required) BK: no (unless you configure it to work in BibTeX mode) LM: optionally yes, user can define fields as mandatory for each database, and also with a unique content Pr: no En: no RM: yes, user can define fields as mandatory depending on RT Papyrus: yes: depending on RT, pre- and user-defined fields can require input and be marked as incomplete if content is missing

4 Particular edit features
   1. copy fields and/or records
   2. symbols table
   3. term lists
   4. date stamping
   5. undo
   6. default values (session and/or permanent)
   7. validation
   8. automatic assignment of values
   9. configure edit window
   10. other

RW: 1 2 (from Windows or browser); 3; 4; (9 as there isn't editing without a chosen output style, fields that one includes in the style will appear ticked: Accucite feature) 10 each field in each different workform, according to any different output style can have its help/comment Bscp:
1: no special commands; 2, 3, 4, 5
One Term table (see in Term/Entry lists) BK: 1 3 5
10 : a) there is no particular "edit mode": a full record is open both for editing and display, there isn't a "save" command;
b) "Peek" command to copy data from previous or other record, from same or different field;
c) optionally replace journal abbreviation by short/full form;
d) optional autocompletion for term lists entries LM: 1 copy records; 3; 4 (and time); 5; 7 (as an option); 8 (record edit/creation date/time) 9; 10 insert external file: text or MS-Word; change case; keep case when capitalizing words in the output; non-breaking spaces; fields can be linked to tables with abbreviations and automatic expand the abbreviation in the full form Pr: 1 (from previously opened record: <Shift-F5> copy record, <F5> copy one field); 2; 3 (direct buttons + other lists); [4 no but today's date can be automatically dumped if Reprint Status field value is "On request"]; 5; 9 (invisible chars, hide empty fields, field numbers, index buttons...) En: 1: (complete record(s) can be copied in the db short list display: copy/paste); 2: no Win, but Unicode compliant, see Other features - yes Mac, q.v.; 3; 5: at field level; 7: marks in red new list terms; 9: can hyde/show empty fields; 10: can suggest closest list's term (autocompletion); can paste styled text (italics etc.) from other application into EndNote record RM: 1 (also Paste special, Copy, Duplicate: see 5.8); 2; 3; 4 no date stamping (but today's date is automatically dumped -and modifiable- if Reprint Status field value is "On request"); 5 undo at field level; 7 validation for index terms; 8 yes, can scan titles, series titles, notes and abstracts to match their words against those already stored in the kw list, then copy them to the kw field of the records; 9 yes can change field names and order (by dragging); 10 can automatically sort keywords in field; if a field is linked to a term list, can suggest term already present (auto-completion); can paste styled text (italics etc.) Papyrus: 1; 2; 3; [4]; 5; 7 (kw ...); 8; 9 (collapse, hide fields); 10 (entering a string in an indexed field with a matching entry causes automatic retrieve of that entry, still editable afterwards)
4 references are automatically date/time stamped for both initial creation/import/transfer and most recent modification: editing a reference "File" -> "Get Info"

6 Spellchecker

RW: no Bscp: yes, can define which fields are to be checked BK: no LM: no Pr: no
En: yes
(check highlighted text or entire reference), can add/import words and use a different dictionary (18 .TLX files available)
RM: yes (check highlighted text or entire reference), can add/import words and use a different dictionary (.TLX files) Papyrus: yes, uses third-party software; can individually define spell-checking for any -also built-in- field

7 Duplicate a record

RW: yes Bscp: yes BK: yes LM: yes Pr: yes En: yes RM: yes Papyrus: yes

8 Duplicates detection
    1. fixed criterion
    2. criterion can be defined

RW: 1 (one exact, one close match) Bscp: 2 (also fuzzy comparison (uses the Ratcliff/Obershelp pattern recognition) BK: 2 LM: 2
up to 4 fields to be compared; first 254 chars are considered; first 5 occurrences of a repeatable field; entire first author's name, last name and initials for the others
Pr: 2: can use all fields + special options: last name only for authors, year only En: 2 can use up to 14 fields to compare, exact match or ignore punctuation and spacing RM: 2: can use all fields + special options : last name only for authors, percentage of characters string for titles and notes; can check across 15 databases Papyrus: 1: user can choose among two fixed criteria: loose and tight

9 Editor: upper/lowercase conversion


RW: no Bscp: yes (as global editing function) BK: no LM: yes Pr: no
En: no

(other: small caps are available only in output styles for author names within wp formatted manuscripts, does not affect bibliographies, subject ones included, printed from EndNote)
RM: no Papyrus: no

10 Global corrections
    1. add/append string (b/e)
    2. locate/replace (words, case)
    3. delete/overwrite entire field content
    4. move field content
    5. change record type
    6. can use wildcard

RW: 1 (at the end); 2 only for authors, kw, journals titles; 3; 5
Bscp: 1 3 4 (here it does not have a real search/replace string function: acts on entire field; must use the Search Lookup facility + right click and Replace to change an entry, where also regular expressions can be used)
5
BK: 1 2 (also any field in the records; no word, case, yes style and font) 3 4 5 6 will search for any string of text, l/r truncated (not an indexed search), no internal wildcards: m?ss LM: 1 2 3 5 6 (you can accomplish 4 via another function : Merging records from different databases)
3 You can search for * and replace with nothing to delete the field entry of all records or search for a specific field contents and delete it
Pr: 1 2 3 4 5 6: match whole word option, if not it looks for a character string En: 1 2 3 4 5 (since v. X can find and replace <CR> and <Tab>) RM:1 no (but can add entire field content); 2 also a) on any, cluster or individual, field; b) across 15 different databases; 3; 4; 6 use * as suffix for any character in editing list terms across records via Term Manager (does not work to delete periodical names), "Match word" and "Match case" options for non-indexed fields Papyrus: 1 2 3 4
(can ask to confirm each replacement and to adopt target's case)

Input/Edit

RefWorks (web based)	Biblioscape	Bookends	Library Master	Procite	EndNote	Reference Manager	† Papyrus
1 Cataloguing reference standard: no cataloguing or bibliographic standard is chosen by default, or in a mandatory way, in any of the analyzed packages
2 Input must be preceeded by searching
RW: no	Bscp: no	BK: no	LM: no	Pr: no	En: no	RM: no	Papyrus: no
3 Compulsory input within certain fields
RW: no (as manual entry and editing usually happen in the framework of a chosen output style the workform reminds which fields are expected by the style: so-called Accucite feature; in any case all the fields available are shown)	Bscp: no (but can set fields as required)	BK: no (unless you configure it to work in BibTeX mode)	LM: optionally yes, user can define fields as mandatory for each database, and also with a unique content	Pr: no	En: no	RM: yes, user can define fields as mandatory depending on RT	Papyrus: yes: depending on RT, pre- and user-defined fields can require input and be marked as incomplete if content is missing
4 Particular edit features 1. copy fields and/or records 2. symbols table 3. term lists 4. date stamping 5. undo 6. default values (session and/or permanent) 7. validation 8. automatic assignment of values 9. configure edit window 10. other
RW: 1 2 (from Windows or browser); 3; 4; (9 as there isn't editing without a chosen output style, fields that one includes in the style will appear ticked: Accucite feature) 10 each field in each different workform, according to any different output style can have its help/comment	Bscp: 1: no special commands; 2, 3, 4, 5 One Term table (see in Term/Entry lists)	BK: 1 3 5 10 : a) there is no particular "edit mode": a full record is open both for editing and display, there isn't a "save" command; b) "Peek" command to copy data from previous or other record, from same or different field; c) optionally replace journal abbreviation by short/full form; d) optional autocompletion for term lists entries	LM: 1 copy records; 3; 4 (and time); 5; 7 (as an option); 8 (record edit/creation date/time) 9; 10 insert external file: text or MS-Word; change case; keep case when capitalizing words in the output; non-breaking spaces; fields can be linked to tables with abbreviations and automatic expand the abbreviation in the full form	Pr: 1 (from previously opened record: <Shift-F5> copy record, <F5> copy one field); 2; 3 (direct buttons + other lists); [4 no but today's date can be automatically dumped if Reprint Status field value is "On request"]; 5; 9 (invisible chars, hide empty fields, field numbers, index buttons...)	En: 1: (complete record(s) can be copied in the db short list display: copy/paste); 2: no Win, but Unicode compliant, see Other features - yes Mac, q.v.; 3; 5: at field level; 7: marks in red new list terms; 9: can hyde/show empty fields; 10: can suggest closest list's term (autocompletion); can paste styled text (italics etc.) from other application into EndNote record	RM: 1 (also Paste special, Copy, Duplicate: see 5.8); 2; 3; 4 no date stamping (but today's date is automatically dumped -and modifiable- if Reprint Status field value is "On request"); 5 undo at field level; 7 validation for index terms; 8 yes, can scan titles, series titles, notes and abstracts to match their words against those already stored in the kw list, then copy them to the kw field of the records; 9 yes can change field names and order (by dragging); 10 can automatically sort keywords in field; if a field is linked to a term list, can suggest term already present (auto-completion); can paste styled text (italics etc.)	Papyrus: 1; 2; 3; [4]; 5; 7 (kw ...); 8; 9 (collapse, hide fields); 10 (entering a string in an indexed field with a matching entry causes automatic retrieve of that entry, still editable afterwards) 4 references are automatically date/time stamped for both initial creation/import/transfer and most recent modification: editing a reference "File" -> "Get Info"
6 Spellchecker
RW: no	Bscp: yes, can define which fields are to be checked	BK: no	LM: no	Pr: no	En: yes (check highlighted text or entire reference), can add/import words and use a different dictionary (18 .TLX files available)	RM: yes (check highlighted text or entire reference), can add/import words and use a different dictionary (.TLX files)	Papyrus: yes, uses third-party software; can individually define spell-checking for any -also built-in- field
7 Duplicate a record
RW: yes	Bscp: yes	BK: yes	LM: yes	Pr: yes	En: yes	RM: yes	Papyrus: yes
8 Duplicates detection 1. fixed criterion 2. criterion can be defined
RW: 1 (one exact, one close match)	Bscp: 2 (also fuzzy comparison (uses the Ratcliff/Obershelp pattern recognition)	BK: 2	LM: 2 up to 4 fields to be compared; first 254 chars are considered; first 5 occurrences of a repeatable field; entire first author's name, last name and initials for the others	Pr: 2: can use all fields + special options: last name only for authors, year only	En: 2 can use up to 14 fields to compare, exact match or ignore punctuation and spacing	RM: 2: can use all fields + special options : last name only for authors, percentage of characters string for titles and notes; can check across 15 databases	Papyrus: 1: user can choose among two fixed criteria: loose and tight
9 Editor: upper/lowercase conversion
RW: no	Bscp: yes (as global editing function)	BK: no	LM: yes	Pr: no	En: no (other: small caps are available only in output styles for author names within wp formatted manuscripts, does not affect bibliographies, subject ones included, printed from EndNote)	RM: no	Papyrus: no
10 Global corrections 1. add/append string (b/e) 2. locate/replace (words, case) 3. delete/overwrite entire field content 4. move field content 5. change record type 6. can use wildcard
RW: 1 (at the end); 2 only for authors, kw, journals titles; 3; 5	Bscp: 1 3 4 (here it does not have a real search/replace string function: acts on entire field; must use the Search Lookup facility + right click and Replace to change an entry, where also regular expressions can be used) 5	BK: 1 2 (also any field in the records; no word, case, yes style and font) 3 4 5 6 will search for any string of text, l/r truncated (not an indexed search), no internal wildcards: m?ss	LM: 1 2 3 5 6 (you can accomplish 4 via another function : Merging records from different databases) 3 You can search for * and replace with nothing to delete the field entry of all records or search for a specific field contents and delete it	Pr: 1 2 3 4 5 6: match whole word option, if not it looks for a character string	En: 1 2 3 4 5 (since v. X can find and replace <CR> and <Tab>)	RM:1 no (but can add entire field content); 2 also a) on any, cluster or individual, field; b) across 15 different databases; 3; 4; 6 use * as suffix for any character in editing list terms across records via Term Manager (does not work to delete periodical names), "Match word" and "Match case" options for non-indexed fields	Papyrus: 1 2 3 4 (can ask to confirm each replacement and to adopt target's case)

Input/Edit

1 Cataloguing reference standard: no cataloguing or bibliographic standard is chosen by default, or in a mandatory way, in any of the analyzed packages

2 Input must be preceeded by searching

3 Compulsory input within certain fields

4 Particular edit features 1. copy fields and/or records 2. symbols table 3. term lists 4. date stamping 5. undo 6. default values (session and/or permanent) 7. validation 8. automatic assignment of values 9. configure edit window 10. other

6 Spellchecker

7 Duplicate a record

8 Duplicates detection 1. fixed criterion 2. criterion can be defined

9 Editor: upper/lowercase conversion

10 Global corrections 1. add/append string (b/e) 2. locate/replace (words, case) 3. delete/overwrite entire field content 4. move field content 5. change record type 6. can use wildcard

4 Particular edit features
1. copy fields and/or records
2. symbols table
3. term lists
4. date stamping
5. undo
6. default values (session and/or permanent)
7. validation
8. automatic assignment of values
9. configure edit window
10. other

8 Duplicates detection
1. fixed criterion
2. criterion can be defined

10 Global corrections
1. add/append string (b/e)
2. locate/replace (words, case)
3. delete/overwrite entire field content
4. move field content
5. change record type
6. can use wildcard