3.7. Searching

Searching

1   Different levels and approaches: 
   1. easy / expert
   2. menu/command driven
   3. browsing term lists/indexes directly pointing to records
   4. query expressions
   5. browsing record list(s)

Biblioscape:1. easy and expert; 2; 3; 4; 5.
Many different approaches for Bibliographic Database (i.e. References Module)
Notes and Tasks Modules have got their own search methods (see below).
Browsing the database in the brief record list: one record per line, as many field-columns as desired (7 by default, can add more); sort on top of column bar, descending sort only if secondary index available: can customize)
Lookup search on 56 fields: select a field, entries (sortable) in term list show number of related documents (sortable) and point to them;
Dynamic blue folder: one or more SQL (13 operators) query statements are permanently stored in a folder to form one SQL query: each statement is single field based; statements ar connected via boolean and, or, but it follows its own criteria: you write something like (A or B) and (C or D), it changes in A or B or (C and D) ...
Quick search saved queries: field and the seeked value (no boolean operators)
Indexed search it includes 3 submodules (+ 2 sub-sub), none can be saved as query expression:
Fast (no boolean, no field selection);
Smart pseudo-natural language queries or SQL (abbreviated or full), up to this extent: select bib.*, folder.*, fld_bib.* from bib, folder, fld_bib where (folder.Folder<>'Boronic Acid') and (fld_bib.Folder_ID=Folder.Folder_ID) and (bib.Ref_ID=fld_bib.Ref_ID). Here you can use the full power of SQL;
Indexed: can use jolly characters (? *), boolean, soundex, near, parentheses: (A or B) and (C or D) it is possible here, but cannot save query expressions and the function is not assisted; Indexed is the only non-SQL searching mode within Biblioscape, it indexes every word in any record, no field delimited
Advanced SQL query builder, statements are connected only by boolean AND, can be saved 
BiblioSQL: SQL queries tool, not driven: must be familiar with SQL; queries can be saved;
Find: sequential search on any or one selected field
Navigation through links established by users among bib. references, and references and Notes; also an automatic ring navigation through authors, keywords, journal titles: e.g. click on an author name and it will show all record in the database containing the same name
Searching a Biblioscape database on the Internet via www interfacesee Internet and Other features


Notes Module:
Navigating through the Notes folders tree
Fast search
: enter a string, full-text searching: can use jolly characters (? *), boolean, soundex, near, phrases, parentheses: searching for (A or B) and (C or D) is possible here, but cannot save query expressions; nor can search notes and bib. records at the same time
Advanced search: field based (truncation available)

Tasks Module:
Search: field based (truncation available)

Bookends: 1 easy + expert,

a) by means of one preformatted window with templates for : only one field selection plus record type, scope (database, retrieved records), mode (any text, whole words, right truncation); boolean operators; up to 10 query terms;
No query expressions, no crossing of different fields: something like: "keywords = water pollution AND date = 1999" it is not possible, either you specify one field (+ RT) which will apply to all -up to 10- query terms or you do not restrict the search to a single field but do a search on all/any fields up to 10 query terms
b) browsing is possible either by selecting 'Show all references' or by using the 4 term lists: each of them will display the brief list of records connected to any entry of the selected list

3, 5;
2, 4 
: SQL/Regex (regular expressions) structured (on unindexed fields + indexed "any-field")
Library Master: 1 easy "jump to a record": type a string for an indexed field, on the short record list display; expert: assisted command driven (see 2);
2 command driven, assisted by buttons for fields and their contents, (not for operators apart from "="); syntax control; 3 (from indexed fields); 4; 5

Short Record List browsing is default window, database dependent: one record per line, can choose any field to display in columns. Quick Find/Jump to record: enter string based upon indexed fields. Sort on any displayed field by clicking the column field bar

Procite:   1 easy browsing indexes + direct "Quick Find" by typing string; expert: assisted command driven (see 2); 2 command driven, assisted by buttons but syntax errors are possible; 3; 4; 5

Short Record List browsing is default window, database dependent: one record per line, can choose any field to display in up to six columns. Quick Find: enter string based upon sort key. Sort on any displayed field by clicking the column field bar

EndNote: 1 one "query by example" template, with syntax control; 2: command driven only for Z39.50 searching, see below; 4 (very limited); 5

Short Record List browsing is default window, common to all databases: one record per line; can handle up to eight (8) columns and use any field to display. Quickly move to record by directly entering a string belonging to first sort field key (no special windows is displayed). Sort (A/D) on any displayed field by clicking the column field bar. Cannot use term lists here to point to records. Cannot toggle between short list and search result: one or the other. Can show preview of one highlighted record 

Reference Manager: 1 Usually only expert; easy "Quick retrieval" available in Term Manager; 2: command driven, assisted by buttons; 3: no, lists are available only to pick up terms for a query, not to index and display records at once; 4; 5

Short Record list browsing is default window, not database dependent -and can apply to all lists (retrieved, imported, duplicates etc.): one record per line, can choose any field (up to 37); sort on any displayed field by clicking the column field bar. Quick retrieval lets select terms but only from Term Manager and launch <F12> a search (AND or OR)

Papyrus: 1 easy browsing database; expert: assisted command driven; 2; 3 quick find from journals, kw and names lists; 4; 5

Browsing mode depends on formats built-in or user defined; tabular -usually shorter- format is available

2   Browsing indexes to search
    1. entries show number of related docs
    2. relationships (e.g. x-refs) between entries are displayed
    3. direct selection of index terms and display of related documents

Biblioscape: 1 (can sort A/D on lookup list entry or count number of related documents); 3
2 relationship between records are indicated by an icon in the preview pane of the brief record list display

Bookends:  1 3;

the 4 built-in indexes/term lists and any other field based term list can be browsed to display the connected records in two situations: a) "Utilities" --> Term lists; b) when --> a full reference is displayed, --> the relevant term list button is pressed --> the brief view of records connected to that entry is activated; in both cases can swiftly switch list

Library Master : 3

entry lists can be used in command driven searching to pick up terms to insert in a query expression or on the general short list to quickly spot entry related records

Procite: 1; 2 n.a. ; 3
EndNote: n.a. (term lists are only accessible on the query menu window to pick up entries from and use as search elements)
Reference Manager: n.a. (see above Term Manager)
Papyrus: 1; 2 (kw); [3 not a contextual display but a quick search]

3   Query expressions

Biblioscape: yes, see above 1 Different levels and approaches for details
Bookends:  not in easy module, yes SQL/Regex
Library Master: assisted by command buttons to select: fields, contents, previous queries, scope (subsets)
Pr: assisted by command buttons to select: fields, operators, terms, previous queries
En: assisted by template and buttons to select fields, operators, scope, (options: match full word, case, (Full text Index, has been discarded since v. X, remote search, e.g. Z39.50); terms lists are available only to pick-up terms: due to the windows structure is almost impossible to create a complex, controlled, syntactically correct query expression
RM: assisted by command buttons to select: fields, operators, terms, previous queries
Papyrus: assisted by command buttons to select: fields, operators, terms

4   Natural language queries

Biblioscape: yes in Smart Search see above 1 for details
Bookends: no
LM: no
Pr: no
En: no
RM: no
Papyrus: no

5   Search strategy : can save and recall search expressions

Biblioscape: yes limited to: Dynamic blue folder, Quick Search, Advanced search (see above 1 Approaches for details)
Bookends: yes
LM: yes
Pr: yes
En: yes
RM: yes
Papyrus: yes (if the resulting set of retrieved records -group- is saved, the originating query is saved as well: can be re-run and edited)

6   Shows hits of each search expression component

Biblioscape: no
Bookends: no
LM: no, only total records number
Pr: no, only total records number
En: no, only total records number
RM: total number of records also for each line of a multiline query (but not for its internal components nor for the last line)
Papyrus: no, only total records number

7   Refine (search within search result)

Biblioscape:no
Bookends: yes
LM: yes
Pr: yes
En: yes
RM: yes
Papyrus: yes

8   Advanced search features
    1. best match, weighted terms, ranking
    2. fuzzy, sounds like
    3. hypertext-like

Biblioscape:2 (soundex), 3
Bookends: no
LM: 2
Pr: no
En: no
RM: no
Papyrus: 3

kw file allows links between entries, also records can be linked: search can be limited/expanded to selected/all types of links; number of levels for the same link can also be selected: up- down- posting (thesaurus-like)

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

Biblioscape: no
Bookends:  highlight and jump both when searching within the result hit list or in the same reference
LM: yes, in the record editable display (no * "jump")
Pr: no
En: no (but "Go to" and "Next" commands, to find a R/L truncated string within a reference)
RM: yes in the Output display --not in the Standard editable one, (no * "jump")
Papyrus: no

10   Indexing operation
    1. automatic, real time
    2. batch

Biblioscape:1 but can reindex and update indexes and lookup lists
Bookends: 1 automatic
LM: 1 automatic when saving a record
Pr: 1 automatic when saving a record
En: 1 automatic when saving a record
RM: 1 automatic when saving a record
Papyrus: 1 automatic when saving a record

11   Scope of searching
    1. one or more distinct fields
    2. cluster of fields
    3. full text = any field
    4. same occurrence

Biblioscape: 1 2 3 4 (near operator, see above 1 Approaches
Bookends:  1 just one field + RT; 3;
LM: 1 yes with field indicator (RT included); (N.B. no cluster: e.g. different titles, authors, dates  fields are to be searched for individually); 3
Pr: 1 yes with field indicator (RT included); 2 limited to three clusters; author, title, date; 3 yes, default
En: 1, RT included; (N.B. no cluster: e.g. 5 different title fields, 4 authors, 2 dates: each is to be searched for individually) 3 any field
RM: 1 (RT included); 2 (predefined: indexed fields, non-indexed fields, authors, titles)
Papyrus: 1 (RT included); 2; 3 ("general" but does not include either kw or journals)

12   Case sensitiveness

Biblioscape: yes when SQL is acting
Bookendsyes in SQL/Regex
LM: yes (optional: if exact search command is selected)
Pr: no
En: yes if Match Case option is on
RM: no
Papyrus: no

13   Diacritics

Biblioscape: yes, "liberte" will not retrieve "liberté", must search using diacritics
Bookends: "liberté" will retrieve only "liberté"; "liberte" will retrieve both "liberte" and "liberté"
LM: yes, they can make a difference (optional: if exact search command)
Pr: no difference, "Göthe" = "Gothe"
En: no difference, "Göthe" = "Gothe" ; "unità" = "unita" and viceversa  (but Goethe is another name)
RM: yes, they make difference "liberta" not the same as "libertà" (can be used only in: Authors, kw, Titles, Notes)
Papyrus: no difference

14   Can use and nest parentheses, create real query expressions

Biblioscape: yes only in Indexed and SQL search (see above 1 Approaches)
Bookends:  no: it can't nest in the easy module, yes in SQL/Regex
LM: yes
Pr: yes
En: no, automatically ruled and to a limited extent: according to its vertical priority, 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 equal to: (((A and B) not C) or D) = the whole first part result will be ored with D, therefore it is different from: (A and B) not (C or D) which cannot do.
RM: not really; to a limited extent and implicitly: according to its vertical priority, 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 equal to: (((A and B) not C) or D) = the whole first part result will be ored with D therefore it is different from: (A and B) not (C or D) which cannot do;
neither can do: (A or B) and (C or D) unless each couple (triple etc.) of values belongs to the same field [i.e. it is possible Titles [3,13,23] = {dolphins } OR {atlantic} OR {bottlenose} AND Authors [4,14,24] = {Au,W.W.} OR {Orso,Franco}]
Papyrus: yes

15   Priority within search operators and queries

Biblioscape: set by parentheses in Indexed and SQL search, "random" elsewhere (see above 1 Approaches)
Bookends:  top most has got the priority; SQL/Regex use of parentheses
LM: standard : left to right; if AND operator is used, indexed fields come first; by using parentheses one can modify the order
Pr: set by using parentheses, the inner most comes first
En: vertically: first comes the upper most, see above
RM: no explicit parentheses; vertically: the highest comes first, see above
Papyrus: set by using parentheses, the inner most comes first

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

Biblioscape: 1 2 4 (see above 1 Approaches)
Bookends:  1 2 3 (just skip the first window and select NOT) 4 + SQL/Regex
LM: 1, 2, 3, 4, 5 indirectly
Pr: 1 2 3 4, 5 indirectly
En: 1 2 3 (as "omit from showing references") 4, 5 indirectly (two steps: OR + "omit" AND)
RM: 1 2 4
Papyrus: 1 2 3 4, 5 indirectly

17   Relational operators

1. contains 
2. different <>
3. less than     <
4. less or equal    <=
5. greater than     >
6. greater or equal     >=
7. range   
8. equal

Biblioscape:where SQL syntax is included (see above 1 Approaches)
Bookendsyes in SQL/Regex
LM: 1, 2, 3, 4, 5, 6, 7 for dates (or via: x > y and x < z), 8
Pr: 1, 2, 3, 4, 5, 6, 7 for dates (or via: x > y and x < z), 8
En: 1, 2 as "Omit from showing references" option, 3, 4, 5, 6, 7 (e.g. "1998 in Year Is greater than or equal to, And, 2000 in Year Is less than or equal to"; other finding options must not be checked), 8
RM: 1, (3 only for earlier than today's date in Reprint status=On request); 7 in dates and RefID (RN) only;
Papyrus: 1, 3, 4, 5, 6, 8 (by adding a backslash to the search string, e.g.: Author=Smith,P\ will not match "Smith, Paul")

18   Can combine boolean, relational operators, parentheses, truncation etc.

Biblioscape: in Indexed search and wherever SQL syntax is included (see above 1 Approaches)
Bookends: yes in SQL/Regex
LM: yes
Pr: yes
En: yes (given the abovementioned constraints)
RM: yes (but only range and given the abovementioned constraints)
Papyrus: yes

19   Truncated search (with/without wildcard, e.g. ? *)
    1. explicit or implicit
    2. right
    3. left
    4. l/r

Biblioscape: 1 explicit, 2 3 4, in Indexed search and wherever SQL syntax is included (see above 1 Approaches)
Bookends: 1 implicit 2 3 and 4 if the 'characters' option is selected + all options in SQL/Regex
LM: 1 yes explicit with wildcards (* or }); 2; 3; 4
Pr: 1 yes (* ASCII 42) 2; 3; 4 : operator "contains"

"contains" is like "=" equal, with implicit l/r truncation; whereas explicit l/r truncation ( *xxx*) is used with "=" e.g. AUTHOR contains ale, AUTHOR = *ale*, no: AUTHOR contains *ale*,)

En: 1 l/r implicit; 2; 3 left; 4 --  (unavailable when using Match words)
RM: l/r explicit in indexed fields (only indexed fields require truncation symbol); l/r implicit in non indexed fields (non-indexed fields will take * as a real character, reverting to \*)
Papyrus: 1 explicit; 2; 3; 4

20   Search for not/empty fields

Biblioscape: where SQL syntax is included (see above 1 Approaches)
Bookends: yes (empty: enter nothing, not empty: enter * asterisk)
LM: yes both

and also if a field is present just as an element of a RT structure

Pr: yes (dedicated operators: EMPTY, NOT EMPTY)
En: yes,

empty: "field" is [blank];
not empty: "field" is [blank] and select "Omit from showing references" option;

RM: "yes", only in indexed fields: look for records (RefID range) then exclude (NOT) or include (AND) any character *
Papyrus: yes

21   Internal wildcards ("masking" e.g. ? * : m*ss, for miss mass mess mistress ..)

Biblioscape:in Indexed search and wherever SQL syntax is included (see above 1 Approaches)
Bookendsyes in SQL/Regex (Regex \B)
LM: no
Pr: no
En:no
RM: no
Papyrus: yes * for any character

22   Z39.50 Searching

Biblioscape: no 
Bookends: no
LM: no

the specialized BookWhere?® package can be obtained at a special price through Balboa Software and offers direct export to LM format

Pr: yes,

embedds previous "companion" BookWhere?® package; use special -simplified and limited- search interface (e.g.: cannot use parentheses, see above 7.19: (A or B) and (C or D) will not be possible); can search different databases simultaneously; automatically converts and saves result in db, separate folder; can save search expressions; can modify or add new hosts and configure; can configure conversion filters which are separate individual files, but one single file for all the different hosts configuration and properties; cannot specify text characters set (ANSEL, Latin-1...); log file available in C:\Documents and Settings\[User name]\Application data\EndNote
in addition to Z39.50 hosts and PubMed search (which is not Z39.50), an "ISI" option lets -password required- search ISI databases, such as : Science Citation Index Expanded, Social Sciences Citation Index, Arts & Humanities Citation Index. Resulting records can be donwloaded, automatically converted and linked back to records in ISI's database

En: yes

embedded proprietary software; use same interface as normal searching function (with less options**); cannot search different databases simultaneously, but can launch more than one parallel search session; can save result in db without conversion; can batch import downloaded file (select from window and copy it  to a new file); can modify or add new hosts and configure; can configure conversion filters; host configuration, connection properties and filters are individual files; can specify text characters set (ANSEL, Latin-1, Unicode UTF-8, Unicode UTF-16...etc.) and > 20 record format syntaxes.
In addition to Z39.50 hosts and PubMed search (which is not Z39.50), an "ISI" option -password required- lets search ISI databases, such as: Science Citation Index Expanded, Social Sciences Citation Index, Arts & Humanities Citation Index. Resulting records can be donwloaded, automatically converted and linked back to records in ISI's database;
** but it can also search in command line mode: \\[search-term]&/attribute type/attribute value ...

RM: yes,

embedds BookWhere?® package; use same interface as normal searching function; can search different databases simultaneously; automatically converts and saves result in db, separate folder; can modify or add new hosts and configure hosts and filters which are individual files, but one single file for all the different hosts configuration and properties; can specify text characters set (ANSEL, Latin-1...)
in addition to Z39.50 hosts and PubMed search (which is not Z39.50), an "ISI" option lets -password required- search ISI databases, such as : Science Citation Index Expanded, Social Sciences Citation Index, Arts & Humanities Citation Index. Resulting records can be donwloaded, automatically converted and linked back to records in ISI's database

Papyrus: no

* Other features that could be taken into account

  • Search strategy: can recall previous queries (steps) within the same session;  can recall and combine previous search steps
  • Can save and recall search result
  • Stable virtual subsets (groups)
  • Can print directly one or more records while in search/browse mode
  • Input allowed while indexing
  • Instant display of retrieved records : short record list, one record at the time
  • Indexing techniques: 1. any character string ; 2. word by word ; 3. phrase (adjacent words) ; 4. marked portions of fields ; 5 more than one word from the same field but non adjacent; 6 truncation ; 7 specials, faster indexing; 8 excluding certain fields from indexing .... (comment: very important feature as effective searching depends on it, but it is normally hidden, ruled by the system: a real maze that only technicians know)
  • Can search by position: b/e field and/or occurrence
  • Adjacency and proximity operators
  • Search only within the same occurrence of a repeatable field
  • Search only within the same paragraph
  • Search exactly at the beginning/end of a field
  • Stopwords


Table of contents  | Index