16. Manuscript formatting

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

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

A - Generic

Cit: yes

there is third-party installation within MS-Word Tools menu only to launch Citation from there; Cit will eventually create another formatted wp document

RW: yes, function fully available

Bscp:  yes, function fully available BK:  yes, function fully available LM: yes

there is not third-party installation within wordprocessor's menu : LM will create another formatted wp document plus, optionally, another one with the bibliography list

Pr: yes En: yes
Windows version, two types:
A "CWYW" working with MS-WORD 97, 2000, XP
Mac version:
A MS-Word X, 2004, for other wp see Other editions: details
Both versions also support:
can scan of the original document in RTF format and produce a formatted copy


A CWYW only has got: Searching citations, Instant formatting, Traveling library, Edit citations, Inserting notes, Inserting Figures from db records and producing their full list, Preferences: see further on for details.
C: Scan paper : formatting a wp document without CWYW (or the past Add-in): from En db copy placeholders into the text of the wp document: the final formatted document will be a copy of the original one

RM: yes, two types: 
A. CWYW working with MS-WORD 97, 2000, XP
B. CWYW (or, better: "add-in")working with MS-WORD 95 and Corel-WordPerfect 7, 8, 9 (2000), 10 (2002), 11 (2003); 12 (2004); 

There is no comparison chart of the two types of CWYW. Main differences: Only A. has got Searching citations, Instant formatting, Traveling library, Edit citations, Removal of codes, Inserting notes, the "/a" switch (to leave only the author's name), Preferences: see further on for details.
B. (add-in) has got menu options like: Recall last search, Find unlinked citations, Unformat that are dealt with differently within A

B -  Compatible wordprocessors and text format

Cit: MS-WORD 97 / 2000 / XP; Corel-WP 8-12; any RTF file RW: can format documents created by MS WORD for Windows 2000 or later; Word for Mac 98 or later; can format RTF files (use any word processor including Ami-Pro, FrameMaker, OpenOffice, StarOffice, Corel Word Perfect etc. to save your files as RTF). Can format OpenOffice ODT files. Bscp: its own word processor: BiblioWord or MS-Word, Corel-WP and any wp that supports RTF or HTML BK:  Add-In for MS-Word Mac X/2004: integrates BK menu; Macros for Nisus Writer Express 2.6 or later;  Mellel 2.2 or later is BK-aware: finds citations in BK db and inserts them into its text; +  virtually any RTF file LM: MS-WORD 6, 95, 97, 2000, XP; Ami Pro, ASCII/ANSI RTF, Nota Bene, XYWrite, Corel-WP 5.0-5.2; 6 7 8 9

but to format footnotes in WP 6-9, documents must be saved as WP 5.1

Pr: Corel-WP 7 8 9, MS-Word 7 97 2000; (Mac Word 6 98); some 20 localized versions for MS-Word En:
Win:
A CWYW working with MS-WORD 97, 98, 2000, 2001, XP
Mac: A MS-Word X, 2004 
Both: format RTF files
 
RM:
A. MS-WORD 97, 2000, XP
B. MS-WORD 95 and Corel-WP 7, 8, 9 (2000), 10 (2002), 11 (2003); 12 (2004)

C -  Can format more than one wp document (e.g. chapters) at the time

Cit: no RW: no Bscp: no BK: no LM: either must generate master document or do an elaborate incremental generation

where footnotes can automatically use short form if the reference was cited in a previous chapter

Pr: no (must first generate master document) En: no (must first generate master document) RM: no (must first generate master document)

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

Cit: no RW: n.a.
(just one database available)
Bscp: no BK: no LM: no Pr: yes En: yes RM: yes, up to 15

E -  Entering placeholders within text
  1. manually writing within the wp text 
  2. automatic insert from the wp (ad hoc toolbar and/or pull down integrated menu) 
  3. ad hoc command within the bibliography software to copy an operational in-text placeholder into the wp text

Cit: 1, 3 (Cite) RW: 1 (2 can use Write-N-Cite to have a database window opened on your writing area) 3: 'Cite' (within the "One Line/Cite View" display) Bscp: 1; (2 from proprietary BiblioWord wp); 3 BK: 1 2 3, according to which wp or file you are using, see above 1 LM: 1; 3 also multiple selection of marked records; can add cited page numbers on the fly Pr: 1; 2 also: multiple selection, selection between multiple matches, marked records selection; 3 Copy special: In-text also multiple citations En: 1; 2: CWYW also offers: searching citations, multiple selection, selection between multiple matches, highlighted records selection; 3: Copy command RM: 1; 2 also: searching citations, multiple selection, selection between multiple matches, marked records selection

F -  Different references bearing same author-same year
    1. program can distinguish them (e.g. 1990a 1990b) 
    2. program cannot distinguish them (therefore one has to differentiate them manually within the document text or in the database)

Cit: can distinguish them when records Cite keys are unique and selected style inclueds this feature, (creation of unique key e.g. "Cooper 2007 b" within the db record is automatic -Preferences-: it's text and can be altered, can be any text)

RW: 1  

Bscp:  1 (add first name or initials, add more authors, add title for same author, suffix dates with "a", "b"...) BK: 1 LM: 1 Pr: 1 if sort order is Author/Title/Year En: 1 (Ambiguous Citations in Style definition, 4 options: add first name or initials; add more authors; add title for same author; suffix dates with "a", "b"...) RM: 1 (assigned RefID can be author)

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

Cit: none (4 must be done manually and individually via prefix !) RW: 1 2 3 (add switch /a) 4 Bscp: 1 2 3 4 BK:  1 2 3  4 LM: none Pr: 1 name or citation order or date A/D; 2; 3 (add switch /d); 4 (switches: /pt /ft) En: 1 2 3 4 RM: 1 name or citation order or date A/D; 2; 3 (add switch /d); 4 (switches: /pt /ft or Edit citations)

H -  Final in-text citation format is ruled by an ad hoc style within db made up of more versions: in-text; footnote; first and subsequent ones 

Cit: yes, all three option: scan differentiate subsequent citations if records contain data in the ad hoc field (Subsequent cite title): up to user's responsibility RW: yes
can also handle in-text and note citations at the same time with different formats depending of placeholder position; handles repetaed citations, Ibid.
Bscp: yes, it handles citations repeated -also consecutively- in footnotes,  with options like short form, replaces by Ibid. or other, omit repeated data; BK: yes, all of them LM: yes (first and subsequent) Pr: yes, (first and subsequent, but does not differentiate between consecutive and non-consecutive citations) En: yes, dedicated footnote format. It handles citations repeated -also consecutively- in footnotes,  with options like: short form, Ibid. (or other abbreviation), omit repeated data, leave unchanged ...; 6 RM: yes (first and subsequent, but does not differentiate between consecutive and non-consecutive citations) 6  

I -  Customize in-text/footnote citation's standard format
   1. add text (in front of, after, e.g.: pinpoint refs to page(s))
   2. hide/show portion (e.g.: only the date, only the author's name, only a text note)
   3. hide completely
   4. put only in the list, exclude in-text
   5. first different from its repetitions 

Customize standard cit. format 1 2 3 4 5
Citation x x x x x
RefWorks x x x x x
Biblioscape x x x
Bookends x x x x x
Library Master x x x
Procite x x x x x
EndNote x x x x x
Reference Manager x x x x x
Cit: 1 yes, pinpoint refs to page(s); 2 hide author or year or both; 3 yes; 4 yes; 5 RW: 1 2 3 4 5 Bscp:  1 2 5 (can suppress author or date); can put all citations in end- or footnotes with a single command BK: 1 2 3 4 5 ("Ibid." allowed) LM: 1 only pages after, 4, 5 Pr: 1 (also pages) 2 (only the date) 3 4 5  En: 1 (also pages) 2 (only the date, only the author's name, only a text note (the latter not available for multiple citations) 3 4 5 RM: 1 (also pages) 2 only the date, only a text note3 4 5 ("op. cit." allowed) 

J - Reference list sort order
    1. citation order within the document
    2. sort order defined within db (output style)
    3. sort order defined within wp by the program

Cit: 1 (appearance) 3 (alphabetize: author-title) RW: 1 2 (some 14 predefined sort criteria) Bscp: 1 2 BK: 1 2 LM: 1 2 Pr: 1 2 3 (but does not include Custom option) En: 1 2 (within each style) RM: 1 2 3 (only Manuscript/Citation order and Author-Date)

K -  Other

Cit RW: Bscp: can handle a document via its own word processor BiblioWord that can display bib record contextually to drag and drop into text.
Can also use BiblioSidekick to list records and drop placeholders in text
BK:  will insert the bibliography at the end of the document if you scan from within MS-Word or Nisus Writer or Mellel; otherwise either in the clipboard or in separate a file; can group references always cited together LM: Pr: En:
CWYW can work with MS-Word 'Track changes' mode on.
Use MS-Word 'Remove codes' command  to clean up formatted wp document and forward it to publisher, creates a copy of original document

N.B. it won't remove also MS-Word's cross-references field coding

Traveling library (type A) any author can work on a document with formatted citations prepared by another author, without having his db at hand. The MS-WORD document -via CWYW- actually swallows the whole bibliographic record (apart from Custom fields, Notes and Abstract) and embeds it in the document; can export embedded records to an En db (or import from; record numbers change); 'traveling library' function cannot be turned off 
Instant formatting (type A) can -optionally- instantly format record in the final style, before generating the document and the bibliography list (WYSIWYG-like)
Edit citations (type A) can alter the basic placeholder by adding suffixes, prefixes, pages, can do it in a smooth way, by just entering data in windows, without resorting to coded commands; the same for mere notes in a numbered style
Figures and Tables/charts (type A) It searches (by using all fields, including caption words) figures in db records and inserts in-text figures citations, e.g.: "(Figure 1)" [not the citation of the record containing it or the figure's caption]: the formatted figure list, along with the graphic images, appears either at the end of the document, after the bibliography or attached to the citation's paragraph
Document templates (type A) Can choose among some 175 shipped manuscript templates:  i.e. MS-WORD style document .DOT with structured sections
RM: A. MS-WORD 97, 2000, XP
Remove codes can remove all third party codes from the formatted wp document to be forwarded to the publisher, it creates a copy of the original document and does not remove other MS-Word's codes
Traveling library any author can work on a document with formatted citations prepared by another author, without having his db at hand. The MS-WORD document -via CWYW- actually swallows the whole bibliographic record (apart from Notes and Abstract) and embeds it in the document; can export embedded records to an RM db (or import from; record numbers change).
Instant formatting can -optionally- instantly format record in the final style, before generating the document and the bibliography list (WYSIWYG-like)
Edit citations can alter the basic placeholder by adding suffixes, prefixes, pages in a smooth way, by just entering data in windows, without resorting to coded commands; the same for mere notes in a numbered style
Citation 9 RefWorks (web based) Biblioscape Bookends Library Master Procite EndNote Reference Manager -
 .


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