Personal Bibliographic Managers

Features

Return to: PBM Feature , Reviews: Endnote , Procite , Reference Manager

Key        
Feature present l      
Feature absent m      
         
Features Product > Endnote Procite Reference Manager Notes
User Interface        
Multiple document interface l l l several sessions may be opened and switched between
Keyboard short cuts l l l functions accessible via a key combination
Right mouse support m l l Shortcuts available to functions via clicking on right mouse button
Floating tool bars m l l tool bar may be moved where desired
Drag and drop support l l m allows user to move records by simple drag and drop
Tool Tips m l l explanations for icons when mouse points at them
Command Icons m l l Commands represented by icons on a toolbar
Multi-lingual support        
versions of word processor ? 21 language variants of MS Word 16 language variants of MS Word does the product work with different language versions of Word Processors
set language per database ? via regional settings only therefore for whole of Windows environment via regional settings does the product allow the user to create different databases with different language settings.
dictionaries (spell check etc) m m l Language specific spell check dictionaries
Greek character support via MS symbol font via MS symbol font simple toggle in and out of Greek Greek characters abg entered with ordinary Roman characters
Definable stop words (e.g. La, Le etc.) m l m Stop word list to adjust for articles etc. in sorting
Symbols l l l  
Ansi characters l l l  
Language specific sorting via regional settings only therefore for whole of Windows environment via regional settings only therefore for whole of Windows environment No special features Ability to adjust specific characters to sort e.g. To handle foreign characters
Stop word override m l m Allows some records to file by stop word e.g. Los Angeles
Documentation and help        
Printed manual l l l  
Getting started guide/tutorial l l l  
Full MS style on-line help l l l  
Entering citations in the article        
WP products supported Ami Pro, Word 2-7, RTF, WP5-8 for Windows W6,7;WP7,8 W6,7;WP7,8  
Add-ins to WP menu l l l Tool bar or menu options added to Word Processor on installation
Separate floating tool bar m l l  
Enter citations while Word Processing l l l entering references directly into document without having to perform a scanning operation.
Insert marked references l l l insert several, previously marked references, into the document with one action.
Scan for references l l l look for simple reference and link automatically or via prompt to database.
multiple citations l l l have several references together at one point
unformat citations l l l "undo" formatting in the text - reverting to simple display of link to database.
revert citation to text l l l takes out the citation link and puts back original text.
citation customization l l l create your own style e.g. To include only date, or enclose in quotes etc.
Generating bibliography l l l creating the list of references at the end of the document with appropriate in-text, formatted citations.
multiple documents l l l able to create a single reference list from several documents (if linked in Word Processor)
Shortened form for repeated citations m m m use a shortened form of citation when repeated e.g. ibid.
Document type specific formatting l l l Different types of material have a different reference style.
Match against multiple databases l l l look for matches more than one PBM database
Pop-up matching window m l l shows possible matches when more than one match for reference in database during scanning operation.
Database entry and maintenance        
Max number of records 32,000 100,000 ? Maximum recommended titles in a database - theoretical limit may be higher
Spell checker (single reference) m m l Check spelling in a record
multiple databases open l l l have several databases open at same time
Duplicate checking: batch l l l Check if a record already exists
Duplicate checking: as you enter m l l Automatically check for duplicates as you enter a record
number of fields 30 45 33 Number of fields in a record
mandatory fields definable m m l defining a field to be mandatory and checked when entering
user defined fields l m l Additional user defined fields
copying reference in same database l l l copying a reference within the same database
copying references to another database l l l copying a reference to another database
Pre-built workforms/material types 18 28 18 number of pre-built reference types
user defined workforms l l l ability to add additional reference types as required e.g. for new media
Call number support l l m handling of library location information e.g. Dewey number
Dates 0000-2000+ BC-2000+ BC-2000+ Possible dates in publication date field
Global edit records l l l making a change across many records with one action
Add data to existing field l l m Without knowing what the original data is.
Clear data from a field l l m Without knowing what the original data is.
replace existing field with new data l l m Without knowing what the original data is.
Global find and replace l l l Find one string in a field and replace with another
Global change format (material type) m l m Change the reference type, material type etc. to new value
Global move field m l l Move all data in one field to a new field
Lists l l l Lists of common terms to aid consistency of data entry and searching.
Database independent 28 unlimited none Lists that are NOT linked to the database fields
Derived/linked lists Au, Jnl,KW +: max = 31 Au, Jnl,Ti,KW Au, Jnl,KW Fields that are linked to specific fields in a database
Alternate text lists l l l Lists used for substituting abbreviations for long forms of text e.g. journal names
import list files l l m Lists can be loaded from outside source
Thesaurus control m m m maintaining structured hierarchy of subject terms
Purge unused terms m m l Get rid of terms no longer used in database
Summary list: user defined columns` m l l Define the fields shown in the brief list of titles
Auto style preview m l l Shows records in selected style when editing etc.
Working with sub-sets of records        
Grouping records via marking m l l Add a mark to a record to select for further action
Highlight to mark several records l l l Highlighting a batch of records is quicker than single record marking.
Reverse Mark selection m l l Mark all the previously unmarked records and unmark the marked
Save groups l l m save a set of records as a group within a database.
Sorting: levels 5 6 3 Levels of sorting for viewing database
Sorting: separate for view/sort m l m Levels of sorting for printing database
Sort via column click m l l  
Automatic ignore of leading article l l l A, An, The ignored in sorting
Searching database        
Keyword searching l l l  
Boolean operators: AND, OR, NOT l l l  
Relational operators between field and term >,<,<=,>=,range =,<>,<,>,>=,=<,Begins, ends, contains =, range for dates  
Nesting of search expressions l l l Enabling complex searching via parenthesis e.g. (A and B) not (C and (D or E))
phrase searching m l l e.g. "personal bibliographic"
Adjacency m m m Term A close to Term B
Field specific searching l l l restrict a search to single field
Cross field searching: l l l combine search terms from different indexes e.g. Author = Evans, title = software
Browse term lists during search term selection m l l  
All fields search l l m Search every field at the same time - full text search across every field.
Fuzzy logic: relevance ranking m m m e.g. retrieve titles with close but not exact matching and rank results accordingly
Fuzzy matching of terms m m m e.g. automatically searching variant spellings color/colour etc. stems e.g. computing/computer
Date range searching l l l  
Browse lists m l l e.g. browse authors and see all works by that author.
truncation LH l l l  
Truncation RH l l l  
Truncation/wildcard restrictions not in "quickfind" index text fields only au, kw, jnl only  
Wild card - within a word m m l Allows searching for wom*n
"Not empty" and "Empty" matching l l m finding records with a field containing ANY data or NO data
Limit search to sub-set of database l l m Search just a group of records within the database.
Search across several databases m m l  
Session search history m m l Automatically saving search strategy this session
Save search strategy/expression m l l Explicitly saving and naming of search strategy
Save search results in permanent group m l m A group of records within the database. All products can export retrieved records to a new or existing database
Save search results in temporary group l l l Enabling secondary search to work on the sub-set.
Mark results for subsequent action l l l  
search term highlighted in record m m l  
User defined indexing m m m e.g. index this field in a particular way
Synonym lists m m l Enable search for all forms of author name or keyword
Search Greek separately m m l  
Bibliography output       Generating an independent bibliography - not related to a document
Number of pre-defined styles 308 30 194 Specific styles for individual journals
customize pre-set styles l l l change existing styles
create new styles l l l  
Variable citation format l l l Allows the format to have reference specific variations within the same style.
number of custom sort levels 5 6 3 Allows sub-sorting to several levels
Subject bibliography m l m Providing lists grouped under subject term
Web output l l l Create an HTML format
Word processor output l l l Send output as RTF file for WP editing
Print Preview m l l  
Print subset of database l l l Subsets can be marked, highlighted or grouped - see above.
Configure list format when printing m l l Change the style at print time
Alternate text substitution: Jnl title l l l Allows selection of an abbreviation instead of full title in a reference
Alternate text substitution: other fields m l m Allows other text to be substituted e.g. State abbreviations - NY for New York.
Import/export & A139conversion        
Capture from on-line databases l l l download records from on-line information sources
Import format types  
Tagged l l l most common format from on-line providers
Comma delimited m l m fields separated by a comma or other character
MARC Exchange format m m m ISO 2709 format - library exchange format
MARC tagged format l l m simplified tagged style of MARC record
customise import definition l l l ability to define new import filters/configurations
Export formats exporting records in different formats to files for other systems to import
RIS: pre-defined l m l  
Medlars: pre-defined m m l  
MARC m m m  
Create own: tagged l m m  
Create own: delimited l l m  
Internet support        
Z39.50 searching l m m Search and import MARC records from library catalogues
Import Web page reference into database m l m Automatically capture URL and Web page title into PBM
Link to any addressable file m l l Link and start associated program e.g. for image display
Link to Web page from database record l l l Link to a Web page from the PBM database record
Multiple links from single record m m l Allows several objects to be accessed from one database record
Link to Web page from hit list l l m Link to URL or attached file without having to open the PBM record first
Utilities        
Database re-build m l l In-built utility for repairing damaged databases
Networking        
Database locking Read stops write access Read stops write access Multiple read/write access How the networked version controls multi access
         
Total l scores 68 94 86  
Total m scores 50 24 32  
Total scorable features 118 118 118  
Features score 3 4 4  

Last Updated on 04/10/98
By Peter Evans

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