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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

7 Search

7.1 Different levels and approaches:
    1. easy / expert
   2. menu/command driven
   3. browsing term lists/indexes directly pointing to records
   4. query expressions
   5. browsing record list(s)

Library Master Procite EndNote Reference Manager Papyrus
LM: 1 easy "jump to a record": type a string for an indexed field, on the short record list display; expert, : assisted command driven (see 2);
2 command driven, assisted by buttons for fields and their contents, (not for operators apart from "="); syntax control; 3 (from indexed fields); 4; 5

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

Pr:   1 easy browsing indexes + direct "Quick Find" by typing string; expert: assisted command driven (see 2);
2 command driven, assisted by buttons but syntax errors are possible; 3; 4; 5

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

En: 1 one query by example template, with syntax control; 4; 5

Short Record List browsing is default window: one record per line; can handle up to five columns and use any field to display. Quickly move to record by directly entering a string belonging to a key of the first sort field (no 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

RM: 1 Usually only expert; easy "Quick retrieval" available in Term Manager; 2: command driven, assisted by buttons; 3: no, lists are to pick up terms for a query, not to index and display records at once; 4; 5

Short Record list browsing is default window, not database dependent -and can apply to all lists: one record per line, can choose any field (up to 33); 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)

Papyrus: 1 easy browsing database; expert: assisted command driven; 2; 3 quick find from journals, kw and names lists; 4; 5

Browsing mode depends on formats built-in or user defined; tabular -usually shorter- format is available

7.2 Browsing 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

LM: 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

Pr: 1; 2 n.a; 3 En: n.a. RM: n.a. (see above Term Manager) Papyrus: 1; 2 (kw); [3 not a contextual display but a quick search]

7.3 Query expressions

LM: assisted by command buttons to select: fields, contents, previous queries, scope (subsets) Pr: assisted by command buttons to select: fields, operators, terms, previous queries En: assisted by template and buttons to select fields, operators, scope, (+ options: full word, case, use (quick)indexes, remote search); terms lists are available to pick-up terms from RM: assisted by command buttons to select: fields, operators, terms, previous queries Papyrus: assisted by command buttons to select: fields, operators, terms

7.4 Natural language queries

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

7.5 Search stragey
   1. can save and recall search expressions
   2. can recall previous queries within the same session
   3. can recall and combine previous search steps

LM: 1; 2 Pr: 1; 2 only if = 1, i.e. explicitly saved and named; 3 yes, new expression can cumulate previous queries still fully editable En: 1; 2 no, only if saved; 3 can search on result : refine within, add to, omit from RM: 1; 2 (up to 10); 3 (recalled query becomes first expression: others can be added) Papyrus: 1 if the resulting set of retrieved records -group- is saved, the originating query is saved as well: can be re-run and edited; 2; 3 (editable)

7.6 Can save and recall search result

LM: yes, stored in subsets Pr: yes, stored in subsets (Groups) En: no RM: yes, stored in subsets (Reference Indexes) Papyrus: yes, stored in subsets (Groups)

7.7 Shows hits of each search expression component

LM: no, only total records number Pr: no, only total records number En: no, only total records number RM: total number of records also for each line of a multiline query (but not for its internal components nor for the last line) Papyrus: no, only total records number

7.8 Can print directly one or more records while in search/browse mode

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

7.9 Refine (search in result)

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

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

LM: 2 Pr: no En: no RM: no Papyrus: 3

kw file allows links between entries, also records can be linked: search can be limited/expanded to selected/all types of links; number of levels for the same link can also be selected: up- down- posting (thesaurus-like)

7.11 Input allowed while indexing

LM: n.a. (real time) Pr: n.a. (real time) En: n.a. (real time) RM: n.a. (real time) Papyrus: n.a. (real time)

7.12 Instant display of retrieved records
    1. short record list
    2. one record at the time

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

7.13 Highlighting search terms in result ( and * jump to next occurrence of term)

LM: yes, in the record editable display (no * "jump") Pr: no En: no RM: yes in the Output display --not in the Standard editable one, (no * "jump") Papyrus: no

7.14 Indexing operation
    1. automatic, real time
    2. batch

LM: 1 automatic when saving a record Pr: 1 automatic when saving a record En: 1 automatic when saving a record RM: 1 automatic when saving a record Papyrus: 1 automatic when saving a record

7.15 Indexing techniques
    1. any character string
    2. word by word
    3. phrase (adjacent words)
    4. marked portions of fields

LM: 1 2 3; indexing is ruled by the system, but user can choose a) whether to index a field or not for faster search; b) whether default search string is to be taken as whole or beginning of a field Pr: indexing is ruled only by the system: 1 2 3 En: indexing is ruled only by the system: 1 2 3
One built-in quickfind index for authors, user can activate or exclude it. If on, left truncation is unavailable. User can create kw or "any field" quickfind indexes
RM: 1 in non-indexed fields; 2 in non-indexed fields; 3 also more words inside the string (only indexed fields require truncation symbol) Papyrus: 1 2 3 (any string is automatically made searchable, but proper indexing for user-defined fields is under user's control)

7.16 Scope of searching
    1. one or more distinct fields
    2. cluster of fields
    3. full text = any field
    4. same occurrence

LM: 1 yes with field indicator (RT included); 3 Pr: 1 yes with field indicator (RT included); 2 limited to three clusters; author, title, date; 3 yes, default En: 1 RT included; 3 any field RM: 1 (RT included); 2 (predefined: non-indexed fields, authors, titles) Papyrus: 1 (RT included); 2; 3 ("general" but does not include either kw or journals)

7.17 Case sensitiveness

LM: yes (optional: if exact search command is selected) Pr: no En: yes if Case option is on RM: no Papyrus: no

7.18 Diacritics

LM: yes, (optional: if exact search command) Pr:: no difference, "Göthe" = "Gothe" En: difference : "libertà" cannot retrieve "liberta" RM: no difference (can be used only in: Authors, kw, Titles, Notes) Papyrus: no difference

7.19 Can use and nest parentheses

LM: yes Pr: yes En: yes; but to a limited extent and implicitly: according to its vertical priority, the up most query element is the first and inner most within the implicit search expression, e.g. A and B not C or D is equal to: (((A and B) not C) or D) = the whole first part result will be ored with D therefore it is different from: (A and B) not (C or D) which cannot do; neither can do: (A or B) and (C or D) RM: yes; but to a limited extent and implicitly: according to its vertical priority, the up most query element is the first and inner most within the implicit search expression, e.g. A and B not C or D is equal to: (((A and B) not C) or D) = the whole first part result will be ored with D therefore it is different from: (A and B) not (C or D) which cannot do; neither can do: (A or B) and (C or D) Papyrus: yes

7.20 Priority within search operators and queries

LM: standard : left to right; if AND operator is used, indexed fields come first; by using parentheses one can modify the order Pr: set by using parentheses, the inner most comes first En: vertically: first comes the upper most, cfr. previous 7.19 RM: no explicit parentheses; vertically: first comes the highest, see above Papyrus: set by using parentheses, the inner most comes first

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

LM: 1, 2, 3, 4, 5 indirectly Pr: 1 2 3 4, 5 indirectly En: 1 2 3 (as "omit") 4, 5 indirectly (two steps: OR + omit ref. AND) RM: 1 2 4 Papyrus: 1 2 3 4, 5 indirectly

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

LM: 1, 2, 3, 4, 5, 6, 7 for dates (or via: x > y and x < z), 8 Pr: 1, 2, 3, 4, 5, 6, 7 for dates (or via: x > y and x < z), 8 En: 1, 2 as "Omit showing references" option, 3, 4, 5, 6, 8 RM: 1, 3 for earlier than today's date in Reprint status=On request; 7 in dates and RefID (RN); Papyrus: 1, 3, 4, 5, 6, 8 (by adding a backslash to the search string, e.g.: Author=Smith,P\ will not match "Smith, Paul")

7.23 Can combine boolean and relational operators

LM: yes Pr: yes En: yes RM: yes, but only range Papyrus: yes

7.24 Truncated search (with/without wildcard, e.g. ? *)
    1. explicit or implicit
    2. right
    3. left
    4. r/l

LM: 1 yes explicit with wildcards (* or }); 2; 3; 4 Pr: 1 yes (* ASCII 42) 2; 3; 4 : operator "contains"

"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*,)

En: 1 implicit 2; 3 left unavailable when using (quick)indexes; 4 (see 3) RM: r/l explicit in indexed fields (only indexed fields require truncation symbol); r/l implicit in non indexed fields (non-indexed fields will take * as a real character, reverting to \*) Papyrus: 1 explicit; 2; 3; 4

7.25 Can search by position: b/e field and/or occurrence

LM: yes beginning of field Pr: yes

BEGINS WITH field or occurrence (names and kw), implicit right truncation: "D'Alema", AUTHOR BEGINS WITH "D'Alem" ok; not: AUTHOR BEGINS WITH "D'Alem*"); same for field ends with

En: no RM: no Papyrus: no

7.26 Search for not/empty fields

LM: yes both

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

Pr: yes (dedicated operators: EMPTY, NOT EMPTY) En: yes,

empty: "field" is [blank];
not empty: "field" is [blank] + "Omit showing references" option;

RM: "yes", only in indexed fields: look for records (RefID range) then exclude (NOT) or include (AND) any character * Papyrus: yes

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

LM: no Pr: no En:no RM: no Papyrus: yes * for any character

7.28 Can combine boolean, relational, parentheses, truncation etc.

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

7.29 Adjacency and proximity operators

LM: no operators (but xxx yyy zzz is adjacency without delimiters) Pr: no, but "xxx yyy zzz" is adjacency (with " " delimiters) En: no, but xxx yyy is adjacency (without delimiters) RM: no proximity , but xxx yyy zzz is adjacency (without delimiters) Papyrus: no, but xxx yyy is adjacency (without delimiters)

7.30 Search only within the same occurrence of a repeatable field

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

7.31 Search only within the same paragraph

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

7.32 Stopwords

LM: yes, leading words can be excluded from searching in any field (as wells as for sorting purposes) Pr: no (only for sorting purposes) En: no (only for sorting purposes) RM: no Papyrus: yes, system-controlled; but user can decide how many characters make up a "word"

7.33 Z39.50 Searching

LM: no

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

Pr: yes,

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;
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

En: yes

embedded proprietary software; use same interface as normal searching function; cannot search different databases simultaneously; can save result in db without conversion; can batch import downloaded file; can modify or add new hosts and configure; can configure conversion filters; host configuration, connection properties and filters are individual files;
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

RM: yes,

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
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

Papyrus: no
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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