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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

The grid's items overstriked in red have not been taken into account for the purposes of this shorter version. The numbering and the content are the same as the
full version of the evaluation grid

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

Bookends
Bookends: yes, function fully available

13.1 Compatible wordprocessors and text format

Bookends: Add-In for MS-Word Mac 6 or later and Macros for Nisus Writer 5 or later: it acts from within the wp -via floating toolbar- by finding citations in Bookends database and inserting them into the text. Scans Nisus Writer 4 and WordPerfect 2.x or later native files; scans RTF, MIF (FrameMaker) text files.

13.2 On-line contextual help

Bookends:

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

Bookends: no

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

Bookends: no

13.5 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;

Bookends: 1 2 3, according to which wp you are using, see above 13.1

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

Bookends:

13.7 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

Bookends:

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

Bookends: 2

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

Bookends: 1 2 3 (by inserting "%" symbol) 4

13.10 Final in-text citation format is different from placeholder

Bookends:

13.11 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

Bookends:

13.12 Changes to in-text/footnote citations 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)

Bookends: 1 2 3 4 5 6

13.13 Bibliographic reference list format ruled by db style different for each RT
    1. generated within wp text
    2. generated in a copy of wp text
    3. settings remain for next session
    4. can automatically exclude citations placed in notes
    5. list can include references not shown as in-text citations

Bookends:

13.14 Control over reference list format done directly by the BFS sw, rather than by wp
   1. paper size, margins, headers footers
   2. heading
   3. font, size
   4. indent, line spacing
   5. citation numbering, pre/suffix, justification

Bookends:

13.15 Duplicates are automatically removed from the list

Bookends:

13.16 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

Bookends: 1 2

13.17 Format for In-text citations and list references can be changed without changing wp text

Bookends:

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

Bookends:

13.19 Manuscript formatting can take place:
    1. within wp text (1a same document 1b other document)
    2. within db
    3. in one step
    4. in more than one step

Bookends:

13.20 More citations of the same reference can bear same number

Bookends:

13.21 In-text formatted citation can have different format depending on RT

Bookends: no

13.22 Other

Bookends: will insert the bibliography at the end of the document if you scan from within MS-Word or Nisus Writer; otherwise either in a window or in a file
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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