Searching

A -  Different levels and approaches: 
   1. easy 
       1.1 expert
   2. menu/windows driven
       2.1 command driven
   3. browsing term lists/indexes directly pointing to records
   4. complex query expressions
   5. browsing record list

Tasks Module:
Search: field based (truncation available)

1 by means of one preformatted window with templates for: all fields or only one field selection plus record type (+ Colour Label you might have attached to some references), scope (database, retrieved records), mode (any string L/R, whole words, right truncation); up to 9 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 here in Find/Search: 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; for complex queries must use SQL/Regex; extra easy is "live"  that searches by itself while you are writing text in a dedicated window ; can use Spotlight search to find attachments 

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

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

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 

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)

B - Term lists derived from indexes useful for browsing and searching

Reference Manager:3 predefined lists (authors, kw, journals) + 1 generic "Phrase" list; useful to search : (pick-up lists or faster access via Term Manager; not useful to browse: you never see term lists and record together, but select one or more terms and do a Quick retrieval: different terms can be combined (AND | OR) 

C -   Browsing term lists (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

Bookends:  1 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

D - Length of indexable keys
N.b. usually it's around 250 chars or "unlimited", also Total Index size and Number of entries per list are usually practically unlimited: only restrictions are mentioned here

E - Thesaurus (structured dictionary with relationships among terms)

F -  Query expressions

G -  Natural language queries

H -  Search strategy : can save and recall search expressions

I -  Shows hits of each search expression component

J -  Refine (search within search result)

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

L  -  Highlighting search terms in result (and jump to next occurrence of term)

M -  Indexing operation
    1. real time
    2. batch

N -  Scope of searching
    1. one or more distinct fields
    2. cluster of fields
    3. full text = any field (i.e. all the fields are indexed and searchable) 
    4. same occurrence

O -   Case sensitiveness

P -  Diacritics make difference (usually "unpleasant")

Q -  Can use and nest parentheses, create real query expressions

R -  Priority within search operators and queries

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

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

U -  Can combine boolean, relational operators, parentheses, truncation etc.

V -  Truncated search (wildcards are explicit or implicit?)
    1. explicit or implicit
    2. right
    3. left
    4. l/r

"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*,)

W -  Search for not/empty fields

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

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

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

Y -  Z39.50 Searching

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

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

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 ...

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

Z - Number of Z39.50 targets/connections