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© F. Dell'Orso, Bibliography Formatting Software: An Evaluation Template
Last update: September, 20, 2002
TABLE OF CONTENTS
Legend Web resources 1 Identity card 2 Installation 3 General 4 Structure 5 Input/Edit
6 Import 7 Search 8 Thesaurus
9 Output 10 Formatting language 11 Sort 12 Export
13 Manuscript formatting 14 Term/Entry list 15 Documentation

3 General

3.1 Network version (N.B. not tested)
   1. Multi-user network version
   2. Functions available : a) all ; b) some on selected basis
   3. One write access vs. many read accesses (read = search, print, manuscript formatting)
   4. Many write-and-read accesses
   5. Read only version
Library Master Procite EndNote Reference Manager Papyrus
1, 2 a) b) passwords for specific tasks, 4, 5 when database is password protected. True network version. 3, 5
No record-locking. Not really a "network version"		 3
Besides: mixed versions network: (Macintosh & Windows) Individual preferences file on different users machines
No record-locking. Not really a "network version". Anyhow, must purchase individual licences for each user		 1 2 4
True network version. Many read-and-write accesses. Functions like : global edit, field and reference type edit are reserved to only one user whilst others can just read the database. Read-only mode is a kind of right access that can be set by administrator for one or more, or none of the users		 4   6
No record-locking. Not really a "network version"

3.2 Internet
   1. can use different browsers
   2. can automatically import/capture of WWW page
   3. launch URL from within a record
   4. can print HTML output
   5. client Z39.50
   6. can post database to the WWW that can be dynamically searched
   7. record type(s) for Internet resources
LM:
1, 3 (optional for URL and any file), 4 (but URLs are not active); (5 no, but BookWhere? ® companion package has got a SendTo feature that will directly upload records to LM, no conversion needed) 7 email, online resources (+ generic "Computer program")		 Pr:
1 any, can set the favourite via setbrows.exe
2 yes (Netscape, Internet Explorer Mosaic): special function that catches title tag + text and transforms it into an editable record
3 URL and any file
4 basic, and URLs are active links that can be opened
5 yes (BookWhere? ® embedded) direct, transparent, customizable, conversion to Pr records
6 there used to be a companion ISI ResearchSoft software product called Reference Web Poster to post (RefMan, ProCite, EndNote) databases to the www

I have not tested myself and it is considered fairly outdated, ISI ResearchSoft does not actively sell or promote it

7 electronic citation, email, web page (+ generic "Computer program" and "Data file")		 En:
1 any
3 URL and any external file
4 URLs are static, cannot be opened, in exported/printed files; only in Manuscript formatting (see section 13) URLs included in references formatted within MS-Word documents are active (not Corel WP), document saved as html will retain the link as active
5 yes internal
6 there used to be a companion ISI ResearchSoft software product called Reference Web Poster to post (RefMan, ProCite, EndNote) databases to the www

I have not tested myself and it is considered fairly outdated, ISI ResearchSoft does not actively sell or promote it

7 Computer program, Electronic source		 RM:
1 can set the favourite via setbrows.exe
3 URL and any file (e.g. PDF, images, etc.)
4 Basic : title and body tags. URLs are automatically active links when output is saved as an HTML file;
5 BookWhere? ® embedded -- direct, transparent, customizable, conversion to RM records;
6 there used to be a companion ISI ResearchSoft software product called Reference Web Poster to post (RefMan, ProCite, EndNote) databases to the www

I have not tested myself and it is considered fairly outdated, ISI ResearchSoft does not actively sell or promote it

7 electronic citation, Internet communication (+ generic "Computer program" and "Data file")		 Papyrus:
1 3 URL and any file 4 7  

3.3 Available Functions: summary
   1. Search
   2. Remote search (Z39.50)
   3. Print
   4. Export
   5. Sort
   6. Input/Cataloguing
   7. Global corrections
   8. Import
   9. Reformatting during import
   10. Input via catching www pages
   11. Manuscript formatting (also from within the wp)
   12. Managing term lists
   13. Thesaurus
   14. Duplicates detection
   15. Circulation (Loans)
   16. Can activate external files and applications (OLE or OS' Shell)
   17. Compute
   18. Graphic files management
LM: 1 3 4 5 6 7 8 9 11 (not from within the wp) 12 14 16

As for 15: a "Library Catalog" database structure is also available with fields for borrower's name and due date. You can search and print a report for overdue items, but there are not circulation procedures, or the relationship between bibliographic records and borrowers' records

 Pr: 1 2 3 4 5 6 7 8 9 10 11 12 14 16 OLE En: 1 2 3 4 5 6 7 8 9 11 12 14 16 18

18: can include graphics in references (tested on BMP GIF JPEG PNG TIFF), just displayed as thumbnails when record is opened; graphics will be referred to in MS-WORD formatted manuscript dedicated list of figures, see section 13; can also include objects like spreadsheets or presentations documents; each db record can contain only one figure or object; dedicated record fields and edit command to store graphics/objects and the relevant captions; copy of the graphics/objects files is stored in a db subdirectory; graphics/objects cannot be exported

RM: 1 2 3 4 5 6 7 8 9 11 12 14 16 (OLE) Papyrus: 1 3 4 5 6 7 8 9 11 (not from within the wp) 12 13 14 16 18 [can display and export PICT format images within records]

3.4 Internal database management
   1. Create
   2. Rename
   3. Copy
   4. Delete
   5. Undelete
   6. Rebuild
   7. Save
   8. Compress (release space)
   9. Record undelete
   10. Revert global corrections
   11. Statistics
LM: 1 2 3 4 6 7 8 (as 6) Pr: 1 2 3 4 6 7 8 (as 6)

6 Rebuild makes a copy and releases disk space; retains Groups and Stopwords of original database, but removes its Record list's configuration

 En: 1 (3 and 8 through 6 repairing) 6 7 RM 1; 4 (not reversible); 6; 7; 8 (as 6); 11

6 rebuild does not need to make a copy, releases disk space, it retains Reference Indexes (Groups) and brief record list configuration
11 File Properties gives in addition to standard properties : sort criterium and order (A/D), character set sort, total record number, total number of entries for authors, kw, periodical titles and dates, highest RefID

 Papyrus: 1 6 11

3.5 Functions across different databases
   1. search
   2. print
   3. global corrections
   4. duplicate detection
   5. manuscript formatting
LM: none Pr: 5 En: 5 (while formatting a manuscript via CWYW or Add-in) RM: 1; 2; 3; 4; 5
to use multiple database, sort criterium and order must be the same; can print and search across 15 database and display -not use- combined term lists 		Papyrus: none

3.6 Database subsets
    1. retrieved records
    2. highlighted records
    3. marked records
    4. virtual sets
    5. imported set
    6. duplicate set
LM: 1 3 (not across sessions) 4 5 6 Pr: 1 2 3 4 ("groups") 5 6 En: 1 2 5 6

n.b. no marked records

 RM 1 2 3 (not across sessions) 4 ("reference indexes") 5 6 Papyrus: 1 2 4 5 6

3.7 Other library functions
   (e.g. acquisitions, periodicals control, circulation, statistics)
    1. built-in
   2. can integrate
LM: no Pr: no En: no RM: no

see above 11 in 3.4

 Papyrus: no

3.8 Data type
   1. textual (also ANSI table chars 128-255)
   2. numeric
   3. graphic
   4. sound
LM: 1 2 3 OLE; 4 OLE

can format, sort and search in a special way : dates, call numbers, names, references to literature sources

 Pr: 1; 3 OLE; 4 OLE

2: can format and sort Dates and Call number in a special way: for dates, chronological value underneath format; for classification codes: first LCCN, then DDC, then digits, then letters

 En: 1; 3 and 4 external via Windows Shell RM: 1; 3 OLE; 4 OLE Papyrus: 1;

[2 recognizes numeric value of fields but does not compute]; 3 can display, print export graphics within records (as long as PICT representation is included in original graphic), other format files can be linked via external applications; 4 via external applications

3.9 Command macros
LM: no

 Pr: no En: no RM no Papyrus: no

3.10 Mouse
    1. right click
    2. drag-and-drop
LM: 1 2 for input worksheets design Pr: 1 2 En: 1 2 RM 1 2 Papyrus: 2
Legend  
Multiple choice when choice is multiple (e.g. 1. 2. 3. etc.) number means "yes", its absence means "no: lack of the feature", unless a note states otherwise Commands menus are indicated between double quotes, specific commands within menus or selection panels are introduced by an arrow, e.g. "Edit" -> Show clipboard, means: "open the Edit menu and select Show clipboard"
A/D = ascending / descending sort order b/e = beginning / end of field or record
CDF=Comma Delimited File format db = database; dbn = database name
fn.XXX = filename + name extension FL = formatting language, i.e.: set of commands to define output styles
n: many, undefinite quantity kw = keyword
l/r = left/right n.a. = not applicable
RefID = record, or reference, identifier RN = record number
RT = reference, or document, or record type sw = software
wp = word processor x-refs = cross reference (e.g.: see, see also...)

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© F. Dell'Orso, Bibliography Formatting Software: An Evaluation Template
Last update: September, 20, 2002
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