Import

Personal Bibliography Management Software

9. Import

Citation 9 RefWorks (web based) Biblioscape Bookends Library Master Procite EndNote Reference Manager -

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Import

A - Different ways of importing data:
    1    direct copy of records (write from database to database)
    2    batch import
    3    batch import via reformatting filters
    4    filters are ready-made
    5    filters cannot be modified
       5.1 filters can be customized
    6   user can define more filters
    7   can capture an html WWW page and transform it into a db record
    8   can capture bibl. references from WWW pages (either download data in its own proprietary format and import, or convert them on the fly)
    9   from RSS feeder
10   XML
11    other

Different ways of importing data 1 2 3 4 5 5.1 6 7 8 9 10 11

Citation x x x x x (x) (x) x

RefWorks x x x x x x x x

Biblioscape x x x x x

Bookends x x x x x x x

Library Master x x x x x x

ProCite x x x x x x x x

EndNote x x x x x x x x x

Reference Manager x x x x x x x x

Cit: 1 2 3 4 5 shipped filters are canned; 5.1 & 6 to a very limited extent (use Convert 7.1 utility): can created by copying the shipped and then modify: but cannot add fields; 8: via Online Researcher add-in from: Ingenta, Pubmed, PsycArticles Direct & Psycinfo, Library of Congress accessible on the web. Display records in a layout suitable to copy into the clipboard and import into Cit; must import into an empty file or it will be overwritten (you can after use Add datafile to append different files)
RW: 1 from folder to folder; 2, 3 4 5 unmodifiable filters; 7 via RefGrab-It plugin; 8 from many; 9 direct import from RSS feeders: transform them into RefWorks records and can then import them into the database

to create a new filter you must ask and make a suggestion to RefWorks; can import files exported from various bibliographic packages
Bscp: 2 3 4 5.1 6 8: via the so-called 'Internet' function, and the built-in Bibliobrowser, can capture and import tagged records displayed on the web (must select a filter): one at the time or as many as displayed on the Web page
BK: 1 2 3 4 5.1 6 8 10 EndNote XML; 11 can download attached PDF files from PubMed

can search for an ID-DOI contained in a PDF attached documents and look in PubMed for its relevant bibliographic record; can import bib. refs from a Mellel (2.2 or later) document
LM: 1 merge a subset; 2 3 4 5.1 6 [8: external package BookWhere, Z39.50 client search tool, can directly write data to an LM database] Pr: 1 copy and drag-and-drop; 2, 3 4 5.1, requires separate application program: BiblioLink; 6 7 8
En: 1 copy and drag-and-drop 2 3 4 5.1 6; 8 yes Windows (Scholar Google included) (for Mac see Other features); 10 can import from its own EndNote's XML basic format
11 can import from Traveling library included in a MS-WORD document: once anchored to a MS-WORD document a bibliographic record is embedded in it, if one handles such a document without the db EndNote records he can import those embedded in the paper into a db, thus recreating them, except for the Abstract, Notes and the six Custom fields which are never embedded
built-in filters: tab delimited, all unmodifiable; EndNote, Refer/BibIX, Reference Manager ProCite [sic] tagged (RIS) modifiable ; since v. 9: ProCite unmodifiable CDF and option to directly open ProCite and RM databases have been discontinued; Bookends: from which must export as ProCite, ISI's Web of Science; Ref-11, NoteBookII Plus & NoteBuilder, Citation 6, Papyrus 6-7, BibTex

RM: 1 2 3 4 5.1 modify and save under different name 6 8 9 10 can import from RM and EndNote XML proprietary format
11 can import from Traveling library included in a MS-WORD document: once anchored to a MS-WORD document, a bibliographic record is embedded in it, if one handles such a document without the db RM records, he can import them into a db, thus recreating them except for the Abstract and Notes fields (the 5 Custom fields can be embedded);
can automatically convert ProCite and EndNote files. BookWhere, ISI Current Contents, ISI Web of Science can directly write data to an RM database; directly reads downloaded file from several different hosts

B - Can import delimited/tabbed stuctured input ASCII text file
[more specific features: fixed/variable number of fields; fixed/variable fields position in different RTs ; RT can be changed; multiple value fields allowed (e.g. more names in author field ...); fields contents can also spread over different lines; can define field separator ; can replace delimiter if embedded in field; can define end of record]

Cit: no (officialy should import CDF from ProCite) RW: no Bscp: yes
BK: no

not shipped, not documented anywhere
LM: yes
variable number of fields; variable fields position; RT can be changed; multiple value fields allowed; fields content can spread over more than one line; can define field separator; can replace delimiter if embedded in field contents; can define end-of-record Pr: yes
fixed or variable number of fields ( RT; RN; plus all 45 fields or only workform related); fixed position of fields;RT cannot be changed, must be present as the first field or last used in data entry be assumed by default; multiple value fields allowed, if separated by // / or ; in name field; fields content can spread over more than one line; can define field separator; can replace delimiter if embedded in field contents; can define end-of-record En: yes
Tabbed where number of fields and their position can vary: Tab delimited: special first line for reference type and second with fields names labels according to the receiving EndNote RT; no fixed position required; recognizes multiple authors (since v. 9 the CDF ready-made option for ProCite has been discontinued); RT can be changed and multiple value fields are allowed RM: no, officially not available
You can (try to) create your own capture definition to import comma delimited records. None is provided. Fully undocumented. Not simple at all: use only one destination field "Source" with subfields and its parsing option. Assume you succeed (but practically: out of question), the answers to this item would be: number and position of fields can vary according to the specified RT; more than one RT can be defined;  multiple value fields allowed; fields content can spread over more than one line; can define field separator; can replace delimiter if embedded in field contents; can define end-of-record. Never tried with tabbed files.

C - Can import alpha/numeric data from a spreadsheet

Cit: no RW: it can import from MS Excel via data manipulation Bscp: yes
BK: no

not shipped, not documented anywhere
LM: yes as long as it is comma/tab delim. structured Pr: yes as long as it is comma/tab delim. structured En: yes as long as tab delimited or tagged structured, see above 2 RM: see above 2 delimited/tabbed ...

D - Can import ISO 2709 format

Cit: no RW: no Bscp: no BK: no LM: no Pr: no En: no RM: no

E - Can import MARC format file

Cit: no RW: yes (pre-defined filters for: DANMARC, MARC21, UNIMARC); also: filters are available to import via Z39.50 from MARC records servers such as library catalogs Bscp: no
BK: filters -shipped, modifiable or ex-novo- for tagged MARC21 records: knows how to skip indicators; limited options to handle subfields in names; copy it and modify it to match different MARC idioms
LM: one has to create its own filter for a tagged MARC format (without leader and directory and each field on a different line) , alternatively, download records through Z39.50 online connection and MARC tagged modifiable filters, e.g. via the companion software Bookwhere? Pr: one has to create its own filter for a tagged MARC format (without leader and directory and each field on a different line), alternatively, download records through Z39.50 online connection and MARC tagged modifiable filters (limited options to handle subfields in names) En: one has to create its own filter for a tagged MARC format (without leader and directory, each field on a different line), then a series of specific options for handling MARC tagged records is provided (e.g. subfields to a limited extent ...); alternatively download records through Z39.50 online connection and tagged MARC filters, already made and modifiable (limited options to handle subfields in names) RM: filters for tagged USMARC are available -others can be created, e.g. for UNIMARC as well- to download and import records through Z39.50 online connection
it is more than difficult to deal with embedded subfields codes for the whole import procedure is poorly documented as far as complex issues are concerned

F - Custom reformatting of tagged structured input ASCII text files:
   1 condition check
   2 change RT
   3 merge fields
   4 delete/discard fields
   5 field content parsing
   6 add field content, text strings, punctuation
   7 tolerate fields in variable position
   8 upper/lower case conversion
   9 replace text

Custom Reformatting 1 2 3 4 5 6 7 8 9

Citation x x x x

RefWorks canned

Biblioscape (x) x x x x x x x x

Bookends (x) x x x x x x x

Library Master x x x x x x x x x

Procite (x) x x x x x x x

EndNote x x x x x x x

Reference Manager x x x x x x x x x

Cit: RT recognition is as far as possible automatic; 3 4 5 (automatic once the incoming portions have been listed) 7
N.B. custom reformatting done via Convert 7.1 application is faltering RW: filters are canned and users do not have access to them;
they clearly perform some of these tasks Bscp: 1 in built-in options; 2 3 4 5 6 7 8 9
Can use Regular expressions: To find what text should be replaced or removed, regular expression string can be used. To use regular expression, put your regular expression string inside "RE(...)RE" BK: 1 in built-in options; 2; 3; 4; 5; 6; 7; 9 n.b. removes chars not strings, at record not at field level;
can extract field substring (from field beginning to several markers: tab, space, letter, not a letter, number etc.) LM: 1 field mapping depending on RT; 2; 3; 4; 5; 6; 7; 8; 9;
many more fexible and powerful options are available
Pr: 1 only: "when using workform [X], do not transfer field(s) ..." (field mapping depending on RT); 2; 3; 4; 5; 7; 8; 9 En: 2; 3; 4; 5; 6 no ; 7; 8 (any field); 9 only omitting strings for each single field (cannot copy Ctrl-C, must retype every single string) RM: 1 to replace text or not; 2; 3; 4; 5 (seven predefined patterns: author, periodical, date etc.: Source field lets indicate delimiters, also commas and tabs); 6 (four keywords + date stamping --settings are not at the filter level but in the import window); 7; 8 (also Casing Term Dictionary); 9; also "Periodical term Dictionary" for terms without periods in abbreviated titles that are not abbreviated words

G - Import through embedded Z39.50 online connection
    1 can modify import filters

Cit: n.a. RW: can import, can create basic connection files, cannot modify filters: ask the producer to do it Bscp: no (can use available Z39.50 gateways to retrieve displayed tagged records and import one at the time) BK: yes LM: n.a. (needs external software BookWhere® with automatic SendTo LM feature) Pr: yes (via incorporated subset of BookWhere® client); yes En: yes (via incorporated proprietary toolkit, Yaz based); yes RM: yes (via incorporated subset of BookWhere® client); yes

I - Supplied import filters

Cit: four already mentioned -see above A-automatic conversions from web displayed sources; 18 conversion patterns from different providers (including EndNote Refer and RefMan RIS; direct import from Procite Endnote Notabene) RW: ca 870 shipped (cannot create more: make suggestions to the producer) Bscp: ca 170 shipped (can create more) BK: ca 200 shipped (can create more) LM: 65 shipped (can create more) Pr: hundreds + others definable via Biblio-Link + direct export from several databases En: > 575 + can define others with no limitations: each is a separate file RM: some 435 shipped (can create more with no limitations, via IFE Import Field Editor)
Citation 9 RefWorks (web based) Biblioscape Bookends Library Master Procite EndNote Reference Manager -

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Import

B - Can import delimited/tabbed stuctured input ASCII text file

C - Can import alpha/numeric data from a spreadsheet

D - Can import ISO 2709 format

E - Can import MARC format file

F - Custom reformatting of tagged structured input ASCII text files: 1 condition check 2 change RT 3 merge fields 4 delete/discard fields 5 field content parsing 6 add field content, text strings, punctuation 7 tolerate fields in variable position 8 upper/lower case conversion 9 replace text

G - Import through embedded Z39.50 online connection 1 can modify import filters

I - Supplied import filters

F - Custom reformatting of tagged structured input ASCII text files:
1 condition check
2 change RT
3 merge fields
4 delete/discard fields
5 field content parsing
6 add field content, text strings, punctuation
7 tolerate fields in variable position
8 upper/lower case conversion
9 replace text

G - Import through embedded Z39.50 online connection
1 can modify import filters