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© F. Dell'Orso, Bibliography Formatting Software: An Evaluation Template
Last update: October, 30, 2001
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

5 Input/Edit

Library Master Procite EndNote Reference Manager Papyrus

5.1 Cataloguing reference standard

LM: none Pr: ANSI Z39.29 (1977) En: none RM: none Papyrus: none

5.2 How to recall records for editing
    1. list browsing
    2. query search
    3. while editing another record

LM: 1 2 Pr: 1 2 3 (internal buttons for next/previous, first/last of the active set) En: 1 2 3 (next/previous) RM: 1 2 Papyrus: 1 2 3

5.3 Input must be preceeded by searching

LM: no Pr: no En: no RM: no Papyrus: no

5.4 Compulsory input within certain fields

LM: optionally yes, user can define fields as mandatory for each database, and also with a unique content Pr: no En: no RM: yes, user can define fields as mandatory depending on RT Papyrus: yes: depending on RT, pre- and user-defined fields can require input and be marked as incomplete if content is missing

5.5 Particular edit features
    1. copy fields and/or records
   2. symbols table
   3. term lists
   4. date stamping
   5. undo
   6. default values (session and/or permanent)
   7. validation
   8. automatic assignment of values
   9. configure edit window
   10. other

LM: 1 copy records; 3; 4 (and time); 5; 7 (as an option); 8 (record edit/creation date/time) 9; 10 insert text file; change case; keep case when capitalizing words in the output; non-breaking spaces; fields can be linked to tables with abbreviations and automatic expand the abbreviation in the full form Pr: 1 (from previously opened record: <Shift-F5> copy record, <F5> copy one field); 2; 3 (direct buttons + other lists); [4 no but today's date can be automatically dumped if Reprint Status is "On request"]; 5; 9 (invisible chars, empty fields, field numbers, index buttons...) En: 1, (complete record(s) can be copied in the db short list display); 2 no, but can select text and apply symbol font; 3; 5; 10 can suggest closest list's term if a field is linked to a term list; keeps in red new terms RM: 1 (also Paste special, Copy, Duplicate: see 5.8); 2; 3; 4 no (but today's date is automatically dumped -and modifiable- if Reprint Status is "On request"); 5; 7 for index terms; 8 yes, can scan titles, series titles, notes and abstracts to match words in the kw list and add them to the kw field; 9 yes can change field names and order (by dragging); 10 can automatically sort keywords in field; if a field is linked to a term list, can suggest term already present (auto-completion) Papyrus: 1; 2; 3; [4]; 5; 7 (kw ...); 8; 9 (collapse, hide fields); 10 (entering a string in an indexed field with a matching entry causes automatic retrieve of that entry, still editable afterwards)
4 references are automatically date/time stamped for both initial creation/import/transfer and most recent modification: editing a reference "File" -> "Get Info"

5.6 Spellchecker

LM: no Pr: no En: yes, can add words and use a different dictionary RM: yes, can add words and use a different dictionary (.TLX files) Papyrus: yes, uses third-party software; can individually define spell-checking for any -also built-in- field

5.7 Direct print of a record while editing it

LM: yes, (as long as the open record has been saved) Pr: no En: no RM: no Papyrus: yes, (as long as the open record has been saved)

5.8 Duplicate record
    1. drag-and-drop
    2. copy command
    3. clipboard (formatted: can specify style; send out)
    4. export/print on disk (also formatted; send out)

LM: 2; 3; 4 Pr: 1 2 3 4 En: 1 2 3 4 RM: 1 (copy a record and also a portion of a field by dragging); 2 (Duplicate and Paste special can copy from the source record fields selected on the fly; Paste must follow 'copy to clipboard' and will replace the target fields); 3; 4 Papyrus: 1 -also for a portion of a field; 2 3 4

5.9 Duplicates detection
    1. fixed criterium
    2. criterium can be defined

LM: 2

up to 4 fields to be compared; first 254 chars are considered; first 5 occurrences of a repeatable field; entire first author's name, last name and initials for the others

Pr: 2: can use all fields + special options: surname only, year only En: 2 can use several fields, exact match vs ignore punctuation and spacing RM: 2: can use all fields + special options : last name only for authors, percentage of characters string for tiltes and notes; can check across 10 databases Papyrus: 1: user can choose among two fixed criteria: loose and tight

5.10 Editor
    1. upper/lowercase conversion
    2. cut/paste text
    3. b/e record
    4. b/e field
    5. key to delete to end-of-field

LM: 1 2 4 Pr: field editor; 2 4 En: field editor; 2 4 RM: field editor; 2 3 4 Papyrus: field editor; 2 3 4

5.11 Font editing: font, size, bold, italics, underline, super/subscript, small caps

LM: yes, all but no small Pr: yes, all but no small caps En: yes, all but no small caps RM: yes, all, also Greek; but no small caps Papyrus: yes, all

5.12 Global corrections
    1. add string (b/e)
    2. locate/replace (words, case)
    3. delete entire field content
    4. move field content
    5. change record type
    6. can use wildcard

LM: 1 2 3 5 6 (you can accomplish 4 via another funcion : Merging records from different databases)

3 You can search for * and replace with nothing to delete the field entry of all records or search for a specific field contents and delete it

Pr: 1 2 3 4 5 En: 1 2 3 4 RM:1 no (but can add entire field content); 2 also a) on any, cluster or individual fields; b) across different databases; 3; 4; 6 use * as suffix for any character in editing list terms across records via Term Manager, "Match word" and "Match case" options for non-indexed fields Papyrus: 1 2 3 4
(can ask to confirm each replacement and to adopt target's case)

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© F. Dell'Orso, Bibliography Formatting Software: An Evaluation Template
Last update: October, 30, 2001
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