Manuscript formatting

Bibliography formatting software: An Evaluation template

3. Library Master, ProCite, EndNote, Reference Manager, Papyrus: full evaluation grid

3.13. Manuscript formatting

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

Library Master Procite EndNote Reference Manager Papyrus

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:
A CWYW working with MS-WORD 97, 2000, XP
B Add-in working with Corel-WP 9(2000) 10 (2002) [WP 11 2003 to be tested]
Macintosh version:
A only MS-Word X compatibility
C Both versions can scan a copy of the original document in RTF format

Windows version: There is no comparison list of CWYW and Add-In. Main differences: Only A 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.
B Add-In facility installed within the wp Tools menu -as third party- and also in the main En Menu bar, allows for direct inserting -not searching- selected citations into the wp document, without having to create a separate formatted document
CWYW "cite-while-you-write" : BFS acting as third party within the wp and inserting citations directly into the final document; C: Scan paper : formatting a wp document without CWYW or the 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
A CWYW working with MS-WORD 97, 2000, XP
B CWYW working with MS-WORD 95 and Corel-WP 7, 8, 2000

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 has got menu options like: Recall last search, Find unlinked citations, Unformat that are dealt with differently within A
CWYW "cite-while-you-write" : BFS acting as third party within the wp and inserting citations directly into the final document
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

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
B Add-in working with Corel-WP 9(2000) 10 (2002) [11 (2003)]
Macintosh: A MS-Word X
Both: C RTF format files
RM:
A. MS-WORD 97, 2000, XP
B. MS-WORD 95 and Corel-WP 7, 8, 2000
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 On-line contextual help

LM: yes Pr: yes En: no RM: A. MS-WORD 97, 2000, XP: yes
but it did not work with my MS-WORD 2000 Italian under the untested OP Windows 95
B. MS-WORD 95 and Corel-WP 7, 8, 2000: yes Papyrus: yes

3 Can format more than one wp document (chapters) at the time

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)

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

LM: no Pr: yes En: yes RM: yes, up to 15 Papyrus: no

5 Entering placeholders within text
(a placeholder is a text string entered in a wordprocessor file within delimiters that will match records in the database, e.g. [Aron, 1997 #252])
     1. manually writing within the wp text
     2. automatic insert from the wp (ad hoc tool bar and/or pull down    integrated menu)
     3. ad hoc command within the BFS to copy an operational in-text placeholder into the wp text

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, marked records selection; 3 Copy command and Insert Selected References/Citations RM: 1; 2 also: searching citations, multiple selection, selection between multiple matches, marked records selection Papyrus: 1; 3 (also Append) + drag and drop

6 Location for placeholders within the wp document
      1. main text
      2. end/footnote
      3. hidden text

LM: 1 2 3 Pr: 1 2 3 En: 1 2 3 RM: 1 2 3 Papyrus: 1 2

7 Content and structure of placeholders
    1. author name (1a any order)
    2. title
    3. keywords
    4. date
    5. RN
    6. one or more, also truncated, string from any field
    7. delimiters/markers can be changed

LM: 1-4 = up to three fields selected as preferences for citations (the first must be an indexed one); 5; 7;
it would normally use the ad hoc "Abbreviation field" where a -possibly unique- identifier for the record is manually entered; no font changes nor accents nor other text are allowed; max length 169 chars
Pr: 1; 1a; 2; 3; 4; 5; 6; 7 En: 1; 1a; 2; 3; 4; 5; 6; 7 RM: 1; 1a; 2; 3; 4; 5; 6; 7 Papyrus: 5 RN or RefID; 7;

8 Different references same author same year
    1. must differentiate within db (e.g. 1990b)
    2. program can distinguish them
    3. must differentiate within text

LM: 2 Pr: 2 if sort order is Author/Title/Year En: 2 (add first name or initials, add more authors, add title for same author, suffix dates with "a", "b"...) RM: 2 (assigned RefID can be author) Papyrus: 2 (can also add initials to names if ambiguous)

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

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 {...}

10 Final in-text citation format is different from placeholder

LM: yes Pr: yes En: yes RM: yes Papyrus: yes

11 Final in-text citation format is ruled by ad hoc style within db made up of:
    1. citation number
    2. author-date
    3. other
    4. shortened version of complete bibliographic reference
    5. two styles: in-text vs. note; first and subsequent
    6. nothing

LM: 1 2 3 4 5 (first and subsequent) 6 Pr: 1 2 3 4 5 (first and subsequent: does not differentiate between consecutive and nonconsecutive citations) 6 En: 1 2 3 4 5 dedicated footnote format. It handles citations repeated -also consecutively- in footnotes, with options like short form, Ibid., omit repeated data; 6 RM: 1 2 3 4 5 (first and subsequent: does not differentiate between consecutive and nonconsecutive citations) 6 Papyrus: 1 2 3 (if altered on the fly) 4 (if formatted citation style via the "[[f ...]]" command) 5 6

12 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)

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

13 Bibliographic reference list format ruled by db style
    1. settings remain for next session
    2. can automatically exclude citations placed in notes
    3. list can include references not shown as in-text citations
    4. style specifications are different for each RT

LM: 1 [2 will not make any difference between notes and in-text: it depends on style and RT, not on the location of the in-text citation]; 3 if within hidden wp text; 4 Pr: 1 [2 will not make any difference between notes and in-text: it depends on style and RT, not on the location of the in-text citation]; 3 (ad hoc /h switch or hidden wp text); 4
En: 1 2 3 (hidden text); 4 no: one in-text style format for all RTs RM: 1 [2 will not make any difference between notes and in-text: it depends on style and RT, not on the location of the in-text citation]; 3 (ad hoc /h switch or hidden wp text); 4 Papyrus: 1 3 4 no, one in-text style format for all RTs; RT-dependent formatted citation via "[[f...]]" command

14 Bibliographic reference list
    1. generated within wp text
    2. generated in a copy of wp text

LM: 2 Pr: 1 En: 1 2 RM: 1 Papyrus: 2

15 Duplicates are automatically removed from the list

LM: yes Pr: yes En: yes RM: yes Papyrus: yes

16 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

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)

17 Format for In-text citations and list references can be changed without changing palceholders in wp text

LM: yes Pr: yes En: yes RM: yes Papyrus: yes

18 Errors
   1. during inserting and formatting
   2. user can act on the spot
   3. log file

LM: 3 Pr: 1; 2 En: 2; 3 online detection of mismatches RM: 1; 2 Papyrus: 1; 3 (generic error message written to copy of manuscript, at point of each error)

19 More citations of the same reference can bear same number

LM: yes Pr: yes En: yes RM: yes Papyrus: yes

20 Other

LM: Pr: En:
MS-Word Remove codes command (both in type A and B) from formatted wp document to forward to publisher, creates copy of original document
it removes all codes from the copy, not just third party field codes. So things like Word's cross-reference field coding would be removed
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)
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 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, e.g., figures citations : "(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 dozens of 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 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:

Library Master	Procite	EndNote	Reference Manager	Papyrus
Manuscript formatting (i.e. Generating citations and bibliography in a wp document)
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: A CWYW working with MS-WORD 97, 2000, XP B Add-in working with Corel-WP 9(2000) 10 (2002) [WP 11 2003 to be tested] Macintosh version: A only MS-Word X compatibility C Both versions can scan a copy of the original document in RTF format Windows version: There is no comparison list of CWYW and Add-In. Main differences: Only A 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. B Add-In facility installed within the wp Tools menu -as third party- and also in the main En Menu bar, allows for direct inserting -not searching- selected citations into the wp document, without having to create a separate formatted document CWYW "cite-while-you-write" : BFS acting as third party within the wp and inserting citations directly into the final document; C: Scan paper : formatting a wp document without CWYW or the 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 A CWYW working with MS-WORD 97, 2000, XP B CWYW working with MS-WORD 95 and Corel-WP 7, 8, 2000 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 has got menu options like: Recall last search, Find unlinked citations, Unformat that are dealt with differently within A CWYW "cite-while-you-write" : BFS acting as third party within the wp and inserting citations directly into the final document	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
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 B Add-in working with Corel-WP 9(2000) 10 (2002) [11 (2003)] Macintosh: A MS-Word X Both: C RTF format files	RM: A. MS-WORD 97, 2000, XP B. MS-WORD 95 and Corel-WP 7, 8, 2000	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 On-line contextual help
LM: yes	Pr: yes	En: no	RM: A. MS-WORD 97, 2000, XP: yes but it did not work with my MS-WORD 2000 Italian under the untested OP Windows 95 B. MS-WORD 95 and Corel-WP 7, 8, 2000: yes	Papyrus: yes
3 Can format more than one wp document (chapters) at the time
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)
4 Can generate bibliography using records from more than one database at the time
LM: no	Pr: yes	En: yes	RM: yes, up to 15	Papyrus: no
5 Entering placeholders within text (a placeholder is a text string entered in a wordprocessor file within delimiters that will match records in the database, e.g. [Aron, 1997 #252]) 1. manually writing within the wp text 2. automatic insert from the wp (ad hoc tool bar and/or pull down integrated menu) 3. ad hoc command within the BFS to copy an operational in-text placeholder into the wp text
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, marked records selection; 3 Copy command and Insert Selected References/Citations	RM: 1; 2 also: searching citations, multiple selection, selection between multiple matches, marked records selection	Papyrus: 1; 3 (also Append) + drag and drop
6 Location for placeholders within the wp document 1. main text 2. end/footnote 3. hidden text
LM: 1 2 3	Pr: 1 2 3	En: 1 2 3	RM: 1 2 3	Papyrus: 1 2
7 Content and structure of placeholders 1. author name (1a any order) 2. title 3. keywords 4. date 5. RN 6. one or more, also truncated, string from any field 7. delimiters/markers can be changed
LM: 1-4 = up to three fields selected as preferences for citations (the first must be an indexed one); 5; 7; it would normally use the ad hoc "Abbreviation field" where a -possibly unique- identifier for the record is manually entered; no font changes nor accents nor other text are allowed; max length 169 chars	Pr: 1; 1a; 2; 3; 4; 5; 6; 7	En: 1; 1a; 2; 3; 4; 5; 6; 7	RM: 1; 1a; 2; 3; 4; 5; 6; 7	Papyrus: 5 RN or RefID; 7;
8 Different references same author same year 1. must differentiate within db (e.g. 1990b) 2. program can distinguish them 3. must differentiate within text
LM: 2	Pr: 2 if sort order is Author/Title/Year	En: 2 (add first name or initials, add more authors, add title for same author, suffix dates with "a", "b"...)	RM: 2 (assigned RefID can be author)	Papyrus: 2 (can also add initials to names if ambiguous)
9 Multiple citation (same or different authors) 1. can sort 2. can join: ^2-5 3. can suppress repeated names 4. can insert text
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 {...}
10 Final in-text citation format is different from placeholder
LM: yes	Pr: yes	En: yes	RM: yes	Papyrus: yes
11 Final in-text citation format is ruled by ad hoc style within db made up of: 1. citation number 2. author-date 3. other 4. shortened version of complete bibliographic reference 5. two styles: in-text vs. note; first and subsequent 6. nothing
LM: 1 2 3 4 5 (first and subsequent) 6	Pr: 1 2 3 4 5 (first and subsequent: does not differentiate between consecutive and nonconsecutive citations) 6	En: 1 2 3 4 5 dedicated footnote format. It handles citations repeated -also consecutively- in footnotes, with options like short form, Ibid., omit repeated data; 6	RM: 1 2 3 4 5 (first and subsequent: does not differentiate between consecutive and nonconsecutive citations) 6	Papyrus: 1 2 3 (if altered on the fly) 4 (if formatted citation style via the "[[f ...]]" command) 5 6
12 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)
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
13 Bibliographic reference list format ruled by db style 1. settings remain for next session 2. can automatically exclude citations placed in notes 3. list can include references not shown as in-text citations 4. style specifications are different for each RT
LM: 1 [2 will not make any difference between notes and in-text: it depends on style and RT, not on the location of the in-text citation]; 3 if within hidden wp text; 4	Pr: 1 [2 will not make any difference between notes and in-text: it depends on style and RT, not on the location of the in-text citation]; 3 (ad hoc /h switch or hidden wp text); 4	En: 1 2 3 (hidden text); 4 no: one in-text style format for all RTs	RM: 1 [2 will not make any difference between notes and in-text: it depends on style and RT, not on the location of the in-text citation]; 3 (ad hoc /h switch or hidden wp text); 4	Papyrus: 1 3 4 no, one in-text style format for all RTs; RT-dependent formatted citation via "[[f...]]" command
14 Bibliographic reference list 1. generated within wp text 2. generated in a copy of wp text
LM: 2	Pr: 1	En: 1 2	RM: 1	Papyrus: 2
15 Duplicates are automatically removed from the list
LM: yes	Pr: yes	En: yes	RM: yes	Papyrus: yes
16 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
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)
17 Format for In-text citations and list references can be changed without changing palceholders in wp text
LM: yes	Pr: yes	En: yes	RM: yes	Papyrus: yes
18 Errors 1. during inserting and formatting 2. user can act on the spot 3. log file
LM: 3	Pr: 1; 2	En: 2; 3 online detection of mismatches	RM: 1; 2	Papyrus: 1; 3 (generic error message written to copy of manuscript, at point of each error)
19 More citations of the same reference can bear same number
LM: yes	Pr: yes	En: yes	RM: yes	Papyrus: yes
20 Other
LM:	Pr:	En: MS-Word Remove codes command (both in type A and B) from formatted wp document to forward to publisher, creates copy of original document it removes all codes from the copy, not just third party field codes. So things like Word's cross-reference field coding would be removed 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) 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 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, e.g., figures citations : "(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 dozens of 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 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:

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

1 Compatible wordprocessors and text format

2 On-line contextual help

3 Can format more than one wp document (chapters) at the time

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

6 Location for placeholders within the wp document 1. main text 2. end/footnote 3. hidden text

7 Content and structure of placeholders 1. author name (1a any order) 2. title 3. keywords 4. date 5. RN 6. one or more, also truncated, string from any field 7. delimiters/markers can be changed

8 Different references same author same year 1. must differentiate within db (e.g. 1990b) 2. program can distinguish them 3. must differentiate within text

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

10 Final in-text citation format is different from placeholder

11 Final in-text citation format is ruled by ad hoc style within db made up of: 1. citation number 2. author-date 3. other 4. shortened version of complete bibliographic reference 5. two styles: in-text vs. note; first and subsequent 6. nothing

12 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)

13 Bibliographic reference list format ruled by db style 1. settings remain for next session 2. can automatically exclude citations placed in notes 3. list can include references not shown as in-text citations 4. style specifications are different for each RT

14 Bibliographic reference list 1. generated within wp text 2. generated in a copy of wp text

15 Duplicates are automatically removed from the list

16 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

17 Format for In-text citations and list references can be changed without changing palceholders in wp text

18 Errors 1. during inserting and formatting 2. user can act on the spot 3. log file

19 More citations of the same reference can bear same number

20 Other

6 Location for placeholders within the wp document
1. main text
2. end/footnote
3. hidden text

7 Content and structure of placeholders
1. author name (1a any order)
2. title
3. keywords
4. date
5. RN
6. one or more, also truncated, string from any field
7. delimiters/markers can be changed

8 Different references same author same year
1. must differentiate within db (e.g. 1990b)
2. program can distinguish them
3. must differentiate within text

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

11 Final in-text citation format is ruled by ad hoc style within db made up of:
1. citation number
2. author-date
3. other
4. shortened version of complete bibliographic reference
5. two styles: in-text vs. note; first and subsequent
6. nothing

12 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)

13 Bibliographic reference list format ruled by db style
1. settings remain for next session
2. can automatically exclude citations placed in notes
3. list can include references not shown as in-text citations
4. style specifications are different for each RT

14 Bibliographic reference list
1. generated within wp text
2. generated in a copy of wp text

16 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

18 Errors
1. during inserting and formatting
2. user can act on the spot
3. log file