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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

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

Library Master Procite EndNote Reference Manager Papyrus
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

only CWYW "cite-while-you-write" facility is considered here : BFS acting as third party within the wp and inserting citations directly into the final document

En: yes
Windows version:
A CWYW working with MS-WORD 97, 2000, XP
B Add-in working with Corel-WP 9(2000) 10 (2002)
Macintosh version: only MS-Word X compatibility

Windows version: There is no comparison list of CWYW and Add-In. Main differences: Only A 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.
B Add-In facility installed within the wp Tools menu -as third party- and also in the main En Menu bar, allows for direct inserting -not searching- selected citations into the wp document, without having to create a separate formatted document
CWYW "cite-while-you-write" : BFS acting as third party within the wp and inserting citations directly into the final document [C: Deserted option: Scan paper : formatting a wp document without CWYW or the 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; this is the only viable solution for .TXT, HTML, RTF, MS-Word 1-6, Corel-WP 5-6.1 documents] : this feature will be reintroduced soon as users were really disappointed not to see it any longer

RM: yes
A CWYW working with MS-WORD 97, 2000, XP
B CWYW working with MS-WORD 95 and Corel-WP 7, 8, 2000

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 has got menu options like: Recall last search, Find unlinked citations, Unformat that are dealt with differently within A
CWYW "cite-while-you-write" : BFS acting as third party within the wp and inserting citations directly into the final document

Papyrus: yes

there is not third-party installation within wordprocessor's menu (it uses Apple Events to communicate with MS-Word, Corel-WP, Nisus Writer)

13.1 Compatible wordprocessors and text format

LM: 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:
A CWYW working with MS-WORD 97, 2000, XP
B Add-in working with Corel-WP 9(2000) 10 (2002)
RM:
A. MS-WORD 97, 2000, XP
B. MS-WORD 95 and Corel-WP 7, 8, 2000
Papyrus: can copy and paste placeholders into any wp or text editor; can also use drag and drop if supported by wp; can process files of the following formats: Ms-Word [Mac 5, 6, 98], Corel-WP, Nisus Writer, plain text, RTF, TeX/LaTeX

13.2 On-line contextual help

LM: yes Pr: yes En: yes,

it did not work with my Corel WP 9(2000) English under the untested OP Windows 95

RM: A. MS-WORD 97, 2000, XP: yes

but it did not work with my MS-WORD 2000 Italian under the untested OP Windows 95

B. MS-WORD 95 and Corel-WP 7, 8, 2000: yes
Papyrus: yes

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

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) Papyrus: no (but can accumulate multiple documents to create a single global bibliography)

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

LM: no Pr: yes En: yes RM: yes, up to 15 Papyrus: 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;

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, marked records selection; 3 Copy command RM: 1; 2 also: searching citations, multiple selection, selection between multiple matches, marked records selection Papyrus: 1; 3 (also Append) + drag and drop

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

LM: 1 2 3 Pr: 1 2 3 En: 1 2 3 RM: 1 2 3 Papyrus: 1 2

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

LM: 1-4 = up to three fields selected as preferences for citations (the first must be an indexed one); 5; 7;

it would normally use the ad hoc "Abbreviation field" where a -possibly unique- identifier for the record is manually entered; no font changes nor accents nor other text are allowed; max length 169 chars

Pr: 1; 1a; 2; 3; 4; 5; 6; 7 En: 1; 1a; 2; 3; 4; 5; 6; 7 RM: 1; 1a; 2; 3; 4; 5; 6; 7 Papyrus:  5 RN or RefID; 7;

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

LM: 2 Pr: 2 if sort order is Author/Title/Year En: 2 (in three different ways : add first name or initials, add more authors; suffix dates with "a", "b"...) RM: 2 (assigned RefID can be author) Papyrus: 2 (can also add initials to names if ambiguous)

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

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) Papyrus:  1 (name or citation order or date); 2; 3; 4 by using {...}

13.10 Final in-text citation format is different from placeholder

LM: yes Pr: yes En: yes RM: yes Papyrus: yes

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

LM: 1 2 3 4 5 (first and subsequent) 6 Pr: 1 2 3 4 5 (first and subsequent: does not differentiate between consecutive and nonconsecutive citations) 6 En: 1 2 3 4 5 dedicated footnote format. It handles repeated, consecutive, partially identical, citations with many options like short form, Ibid., Op. cit., omit repeated data etc.); 6 RM: 1 2 3 4 5 (first and subsequent: does not differentiate between consecutive and nonconsecutive citations) 6 Papyrus: 1 2 3 (if altered on the fly) 4 (if formatted citation style via the "[[f ...]]" command) 5 6

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)

LM: 1 only pages after, 4, 5 Pr: 1 2 3 4 5 6 only the date En: 1 (+ pages, note) 2 3 4 5 6 only the date, only the author's name, only a text note RM: 1 2 3 4 5 ("op. cit." allowed) 6 only the date, only a text note Papyrus:  1 2 3 4 5

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

LM: 2 3 [4 will not make any difference between notes and in-text: it depends on style and RT, not on the location of the in-text citation] 5 if within hidden wp text Pr: 1 3 [4 will not make any difference between notes and in-text: it depends on style and RT, not on the location of the in-text citation] 5 (ad hoc /h switch or hidden wp text) En: 1 4 5 (hidden text) RM: 1 3 4 [4 will not make any difference between notes and in-text: it depends on style and RT, not on the location of the in-text citation] 5 (ad hoc /h switch or hidden wp text) Papyrus: 2 3 5

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

LM: 1 2 3 4 5 Pr: 2 3 4 5 En: 2 3 4 5 RM: 2 3 4 5 Papyrus: 2 4 5 as far as citation numbering is concerned

13.15 Duplicates are automatically removed from the list

LM: yes Pr: yes En: yes RM: yes Papyrus: yes

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

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) Papyrus:   1; 2 (only Manuscript order and Author-Date)

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

LM: yes Pr: yes En: yes RM: yes Papyrus: yes

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

LM: 3 Pr: 1; 2 En: 2; 3 online detection of mismatches RM: 1; 2 Papyrus: 1; 3 (generic error message written to copy of manuscript, at point of each error)

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

LM: 1b; 3; 4 if formatting more than one document Pr: 1 1a 3 or 4 En: 1 1a 2 3 or 4 RM: 1 1a 3 or 4 Papyrus: 1 1b 3

13.20 More citations of the same reference can bear same number

LM: yes Pr: yes En: yes RM: yes Papyrus: yes

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

LM: yes Pr: yes En: no, one in-text style format for all RTs RM: yes Papyrus:  no, one in-text style format for all RTs; RT-dependent formatted citation via "[[f...]]" command

13.22 Other

LM: Pr: En:
Remove codes (both in type A and B) can remove all codes from the formatted wp document to be forwarded to the publisher, it creates a copy of the original document

it removes all codes from the copy, not just third party field codes. So things like Word's cross-reference field coding would be removed as well as EN codes

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 Notes and Abstract) and embeds it in the document; Can export embedded records to an En db (or import from)
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 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 (type A) It searches (by using all fields, including caption words) figures in db records and inserts in-text figures citations : "(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 at the end of the document, after the bibliography
Document templates (type A) Can choose among dozens of shipped wp 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
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
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
Papyrus:
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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