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F. Dell'Orso, Bibliography Formatting Software: An Evaluation Template. 1999
Last Update: November, 23, 1999

7 Search
7.1 Different levels and approaches:
1. easy / expert

2. menu/command driven
3. browsing term lists / indexes
4. query expressions
5. browsings record list
Pr:   1 easy browsing indexes + quick "Find" (see 3); expert: assisted command driven (see 2);
2 command driven, assisted by buttons but syntax errors are possible; 3; 4; 5
En: 1 one QBE-query by example template, also controls syntax; 4; 5
Short Record list browsing is default window, database dependent: one record per line, can choose any field up to six; quick find: enter string based upon sort key; sort on any displayed field by clicking the column field bar Short Record list browsing is default window: one record per line can add only RN to fixed: author, date, title. Cannot use term lists here
RM: 1 Usually only expert; easy "Quick reterieval" hidden in Term Manager; 2: command driven, assisted by buttons;3: no, lists are to pick up termsfor a query, not to index and display records at once; 4; 5 Papyrus: 1 easy browsing database; expert: assisted command driven; 2; 3 quick find from journals, kw and names lists; 4; 5
Short Record list browsing is default window, not database dependent -and can apply to all lists: one record per line, can choose any field (up to 33); 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) Browsing mode depends on formats built-in or user defined; tabular -usually shorter- format is available
7.2 Browsing the Search Index
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
Pr: 1; 2 n.a; 3 En: n.a.
RM: n.a. Papyrus: 1; 2 (kw); [3 not a contextual display but a quick search]
7.3 Query expressions
Pr: assisted by command buttons to select: fields, operators, terms, previous queries En: assisted by template and buttons to select fields, operators, (options: word, indexes); lists' terms are available only by open and copy/paste
RM: assisted by command buttons to select: fields, operators, terms, previous queries Papyrus: assisted by command buttons to select: fields, operators, terms
7.4 Natural language queries
Pr: no En: no
RM: no Papyrus: no
7.5 Search stragey
1. can save and recall search expressions
2. can recall previous queries within the same session
3. can combine previous search steps
Pr:: 1; 2 only if explicitly saved and named; 3 yes, new expression can cumulate previous queries still fully editable En: 1 just one (Set default); 3 no, only search on result
RM: 1; 2 (up to 10); 3 (recalled query becomes first expression: others can be added) Papyrus: 1 if the resulting set of retrieved records -group- is saved, the originating query is saved as well: can be re-run and edited; 2; 3 (editable)
7.6 Can save and recall search result
Pr: yes Groups En: no
RM: yes Reference Indexes Papyrus: yes Groups
7.7 Shows hits of each search expression component
Pr: no, only total records number En: no, only total records number
RM: total records number also for each line of a multiline query (but not for its internal components not for the last line) Papyrus: no, only total records number
7.8 Can print directly one or more records while in search/browse mode
Pr: yes En: yes
RM: yes Papyrus: yes
7.9 Refine
Pr: yes En: yes
RM: yes Papyrus: yes
7.10 Advanced search features
1. best match, weighted terms, ranking
2. fuzzy, sounds like
3. hypertext-like
Pr: no En: no
RM: no Papyrus: 3
kw file allows links between entries: 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)
Records can be linked: search can be limited/expanded to selected/all types of links; number of levels is limited to 1
7.11 Input allowed while indexing
Pr: n.a. (real time) En: n.a. (real time)
RM: n.a. (real time) Papyrus: n.a. (real time)
7.12 Instant display of retrieved records
1. short record list
2. one record at the time
Pr: 1 2 En: 1
RM 1 2 Papyrus: 1 2
7.13 Highlighting search terms in result ( + jump to next occurrence of term)
Pr: no En: no
RM: yes in the Output display --not in the Standard editable one, (no "jump") Papyrus: no
7.14 Indexing operation
1. automatic, real time
2. batch
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
7.15 Indexing techniques
1. any character string
2. word by word
3. phrase (adjacent words)
4. marked portions of fields
Pr: indexing is ruled only by the system: 1 2 3 En: indexing is ruled only by the system: 1 2 3
RM: 1 in non-indexed fields; 2 in non-indexed fields; 3 also more words inside the string (indexed fields require truncation symbol) Papyrus: 1 2 3 (any string is automatically made searchable, but proper indexing for user-defined fields is under user's control)
7.16 Scope of searching
1. one or more distinct fields
2. cluster of fields
3. full text = any field
4. same occurrence
Pr: 1 yes with field indicator (RT included); 2 limited to three clusters; author, title, date; 3 yes, default En: 1 pull-down menu selection (RT included); 3 any field
RM: 1 (RT included); 2 (predefined: non/indexed fields, authors, titles) Papyrus: 1 (RT included); 2; 3 ("general" but does not include either kw or journals)
7.17 Case sensitiveness
Pr: no En: yes if Case option is on
RM: no Papyrus: no
7.18 Diacritics
Pr:: no difference, "Göthe" = "Gothe" En: difference between "libertà" and "liberta"
RM: no difference (can be used only in: Authors, kw, Titles, Notes) Papyrus: no difference
7.19 Can use and nest parenthesis
Pr: yes En: yes; but implicitly: vertical priority: the first is the inner most
RM: yes; but implicitly: vertical priority: the first is the inner most Papyrus: yes
7.20 Priority within search operators and queries
Pr: set by using parentheses, the inner most comes first En: vertically: first comes the first cfr. previous
RM: no explicit parentheses; vertically: first comes the first cfr. previous Papyrus: set by using parentheses, the inner most comes first
7.21 Boolean operators.
1. AND
2. OR
3. NOT (unary)
4. AND NOT (binary)
5. XOR
Pr: 1 2 3 4, 5 indirectly En: 1 2 3 4, 5 indirectly (two steps: OR + omit ref. AND)
RM: 1 2 4 Papyrus: 1 2 3 4, 5 indirectly
7.22 Relational operators
contains, <>, <, <=, >, >=, range, equal
Pr: contains, <>, <, <=, >, >=, range in dates (or via: x > y and x < z), equal En: contains, <> as "omit", <, <=, >, >=, range, equal
RM: range in dates, RefID (RN); <= for earlier than today's date in Reprint status=On request Papyrus: contains < <= > >= equal (by adding a backslash to the search string, e.g.: Author=Smith,P\ will not match "Smith, Paul")
7.23 Can combine boolean and relational operators
Pr: yes En: yes
RM: yes, but (only range) Papyrus: yes
7.24 Truncated search
1. explicit or implicit
2. right
3. left
4. r/l
Pr: 1 yes (* ASCII 42) 2; 3; 4 : operator "contains" En: 1 implicit 2; 3 but not using indexes; 4
"contains" is like "equal" = with implicit l/r truncation; whereas explicit l/r truncation is used with *xxx*, "=", or is taken as a string itself (no: AUTHOR contains *ale*, but: AUTHOR contains ale or: AUTHOR = *ale*)  
RM: r/l explicit in indexed fields; r/l implicit in non indexed fields Papyrus: 1 explicit; 2; 3; 4
7.25 Can search by position: b/e field and/or occurrence
Pr: yes En: no
BEGINS WITH field or occurrence (names and kw), implicit right truncation: "D'Alema", AUTHOR BEGINS WITH "D'Alem" ok; "D'Alem*" not ok); same for  
RM: no Papyrus: no
7.26 Search for not/empty fields
Pr: yes, (two dedicated operators: EMPTY, NOT EMPTY En: yes, empty: "= + field"; not empty: "= + field + Omit showing references" (e.g.: records with the LABEL field: "= LABEL + Omit")
RM: "yes", only in indexed fields: look for records (RefID range) then exclude (NOT) or include (AND) any character * (non-indexed only accept * as a real character \*) Papyrus: yes
7.27 Internal wildcards (e.g. *?)
Pr: no En:no
RM: no Papyrus: yes * for any character
7.28 Can combine boolean, relational, parenthesis, truncation etc.
Pr: yes En: yes
RM: yes (as long as provided) Papyrus: yes
7.29 Adjacency and proximity operators
Pr: no, but "xxx yyy zzz" is adjacency (with " " delimiters) En: no, but xxx yyy is adjacency (without delimiters)
RM: no proximity , but xxx yyy zzz is adjacency (without delimiters) Papyrus: no, but xxx yyy is adjacency (without delimiters)
7.30 Search only within the same occurrence of a repeatable field
Pr: no En: no
RM: no Papyrus: no
7.31 Search only within the same paragraph
Pr: no En: no
RM: no Papyrus: no
7.32 Stopwords
Pr: no (only for sorting purposes) En: no
RM: no Papyrus: yes, system-controlled; but user can decide how many characters make up a "word"
7.33 Z39.50 Searching  
Pr: no, only external "companion" BookWhere? package that can directly export to ProCite En: yes; use same interface as normal searching function; cannot search different databases simultaneously; can save result in db without conversion; can add new hosts and configure
RM: yes, embedded BookWhere?; use same interface as normal searching function; can search different databases simultaneously; save result in db without conversion; can add new hosts and configure Papyrus: no

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F. Dell'Orso, Bibliography Formatting Software: An Evaluation Template. 1999
Last Update: November, 23, 1999


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