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Bibliographix
Manual
Welcome
to the manual of Bibliographix. This manual has been last updated Mar.
27. 2001
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First Steps
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Search Records
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Add/Edit Records
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Bibliography Styles
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Compile Bibliographies
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Save and Exchange Data
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Options
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Miscellaneous
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Program Version and
Prices
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Glossary
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Index
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Appendix: Import Filter
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1
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First Steps with Bibliographix
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Installing the Program
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Run the Program
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Search Record
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Add a New Record
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Cite a Reference
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Compile an Appendix Bibliography
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Output Stand-Alone Bibliographies
This chapter gives you a first broad overview about
the features of Bibliographix and how this program may make your life a
bit easier.
As a new user you may not be familiar with the
terminology of Bibliographix. Read the glossary
for details. |
1.1.
Installing the Program
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To install Bibliographix
at your computer, you need the file bgbasic.exe
you can download from the homepage www.Bibliographix.com.
This program will install Bibliographix at your computer. Installing is
very simple. You don't need to select anything or set any options. You
can accept the default path the program offers. If you do so, installation
will take place in your \programs directory which is a good place for this
program.
Bibliographix is small enough to completly install.
For this reason, you don't meet any "minimum install" options like in Word
or Excel. If you want to remove Bibliographix from your system later you
can use the uninstall program from the control panel (section "Software").
1.2
Run the Program for the first Time
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After you have
installed Bibliographix, you can start the program from the taskbar in
Windows. A new group "Bibliographix" should now be part of the taskbar.
When you start Bibliographix for the first time,
the database sample evolution will be opened and the style
American
Economic Review will be used. You can change these settings. Bibliographix
comes with a lot of predefined styles. Unfortunately there are literally
thousands of styles so that it is not possible to provide a complete set
of bibliography styles. Don't worry if your favourite style is not among
the preset styles. With Bibliographix you can easily define your own style.
How to do this is described in detail in Chapter
4: Bibliography Styles.
Opening this database, all records of this database
are displayed in Bibliographix. Your Bibliographix windows should look
like this:
If your Bibliographix window does not look like
this, click at the search icon.
If you click at a record in the list, it will
be displayed formatted according to the currently selected bibliography
style in the display on top of the list.
The following
sections will describe the major functions of Bibliographix using these
settings. For this reason we suggest that you select the files mentioned.
Of course you may change these settings later.
Bibliographix
offers you a fast and easy access to the contents of a database. You don't
need to learn a query language to start a search but can define a query
with a few mouse clicks.
Assume you want to search the database for the
article
The Market for 'Lemons': Quality Uncertainty and the Market
Mechanism by George A. Akerlof. Frankly, the sample database is small
enough so that you will either view this record at first sight or you may
just scroll down to find it. In very small databases, scrolling is the
fastest access to your data. This will change rather quickly. With larger
databases, you need some support to quickly access your data. This support
is described below.
The search dialog is located above the table of records and looks like
this:
Select the first field to search (author is set as default), enter the
fragment (try "ak") and hit the return key or click the
go! button.The
matching records will be displayed now.
Bibliographix has a layout preview. If you click
at a record listed, it will be displayed formatted according to the current
bibliography style.
Bibliographix
offers a powerful input form to enter new records. Assume you want to add
the following publication to your database:
George A. Akerlof and Hajime Miyazaki
(1980) "The implicit contract theory of unemployment meets the wage billargument",
Review of Economic Studies 1980, 321-338
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To do so, select New Record from the menu
Edit or click the New icon. The input form will pop up. Now
select one of the supported publication types from the tab list. In this
case, journal article applies. |
Since not all database fields are needed for every
publication type, those needed have a white background. Fields not needed
are grey. They are accessible though. You can write or cut/copy/paste data.
For a journal article there are nine important fields.
Other publication types may have more or less fields. You can fill out
all fields but don't need to. Using the data listed above, you can fill
out the fields
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Author (Akerlof, George A.; Miyazaki; Hajime),
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Title (The implicit contract theory of unemploymentmeets
the wage bill argument),
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Journal (Review of Economic Studies),
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Pages (321-338) and
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Year (1980)
In case that you don't have the information about
the journal number and issue, leave these fields blank.
Please make sure that you enter the names in the
correct syntax:
Family Name, First Name Initial; Family Name,
First Name Initial. |
It is important that you stick to this syntax.
Otherwise Bibliographix will not be able to reformat a person's name. This
is a very important issue since many bibliography styles differ in the
way they handle names.
If you click the Save icon now, the new
record will be added to your database. You can check out this new record
by clicking the Search icon and browse to the Akerlof-Records. The
new record should be displayed now.
1.5
Cite a Reference in a Manuscript
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A very powerful
feature of Bibliographix is the ability to insert so called temporary
in-text-citations into your word processor manuscripts. These citations
are "ugly" tags that are later used to identify the literature cited in
the manuscript. The "ugly" citations will be replaced by "pretty" ones
and the information received will be used to automatically append a complete
bibliography at the end of the manuscript.
Assume you want to cite the "lemons-article" by
Akerlof in the manuscript Social Sciences and Biology.rtf that comes
with Bibliographix and is located in the /sample database subdirectory
of Bibliographix. To do so, open the file with your word processor. This
file is a small dummy text that already contains several temporary citations.
Place the cursor
where you want the in-text-citation to appear in your word processor. Switch
to Bibliographix, select the respective record and click at the Citation
icon. Now go back to your word processor and select Paste from Clipboard
in the Edit menu of your word processor (labels may vary slightly
in different word processors. Now some text like
[1 - Akerlof 1970 The Market for 'Lemo...] |
should appear in your manuscript. The square brackets
include the record ID, the author's name, the publication year and a fragment
of the title. This is a so called temporary citation. This "ugly"
citation will be replaced by a "pretty" citation in your final manuscript.
This tag stores the information, that the Akerlof article is used in the
manuscript. When you later compile a bibliography for this manuscript this
tag is formatted according to your settings and a fully formatted reference
is appended to the manuscript.
Thus inserting a citation takes three steps
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select the record in Bibliographix
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copy the temporary in-text-citation from Bibliographix
into the clipboard
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paste the temporary in-text-citation from the clipboard
into your word processor.
If you use Bibliographix a lot, these steps can be
combined. Select the Word Processor tab in Tools-Options in Bibliographix.
You can select several word processors there.
Should you later decide that the citation you've
inserted previously is superfluous, simply remove the temporary citation
in square brackets, including the brackets. That is all you have to do.
1.6
Compile an Appendix-Bibliography
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The previous section
described how to insert a temporary in-text-citation into your manuscript.
While you work on a paper, you will cite a lot of different references,
but once you are finished working on the paper, you want to turn the temporary
in-text-citations into permanent ones and want a complete list of references
that have been used as an appendix to your manuscript.
To do so, first
save and close your manuscript. Please make sure that your manuscript
is in RTF-Format. Bibliographix can only digest RTF files. By default,
Word, for instance saves files in the proprietary DOC format. Bibliographix
cannot digest this format. The reason is that every major word processor
has its own proprietary format but also supports the RTF format, which
has been designed by Microsoft to make document exchange between different
word processors easier - which it really does.
Please also make sure that the manuscript is
not used by another application when you compile. Since every file can
only be opened once, this would give an error message.
Having saved and closed your manuscript in your word
processor, switch to Bibliographix and perform the following steps
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select Compile Bibliography from the menu
Bibliography
or
click the Compile-Icon.
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A dialog will pop up that gives you the option to
select between Stand-Alone Bibliography and Appendix Bibliography.
The
latter is what you want.
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Now click the Select Manuscript button. This
will pop up a file select box where you can select the manuscript.
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If you now click the Start button, Bibliographix
will compile the manuscript according to the current settings.
A
preview of the result will be displayed. In addition to this file, you
will find Social Sciences and Biology compiled.rtf in the manuscript's
directory. Opening this new document you will find that Bibliographix has
replaced the ugly citations by pretty ones and attached a bibliography
at the end of the manuscript.
It may be the case that the program was not able
to identify all sources cited in the manuscript. In this case it will give
a warning message telling you which record ID's could not be processed.
The error message is Error in citation(s) followed by the record
IDs. There are two major reasons why this message pops up:
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The database currently opened by Bibliographix is
not the one that has been used by you writing the manuscript. For instance
you have cited record ID 1234 in your manuscript while this ID does not
exist in the currently opened database. In this case, the ID cannot be
identified because it does not exist. For this reason make sure that the
currently opened database is the one used writing the manuscript.
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A temporary citation got messed up. The typical syntax
is
[1234 - Doe 2000 An interesting paper]. If you for instance accidentally
remove the closing bracket, the record will not be identified correctly.
To
change the bibliography style is described in chapter
6.
You can edit this compiled manuscript like any
other file. Please note though that Bibliographix cannot link citations
in this manuscript to database records anymore. If you apply major changes
to this manuscript and cite new items, you should always do this with your
original file and not with the compiled result. Recompiling is just a matter
of seconds.
Please note that this feature is restricted to
10 records in the Basic and Light version. Manuscripts containing more
than 10 in-text-citations will be processed but only the first 10 records
will be appended to the manuscript. If your manuscript contains more than
these 10 in-text-citations, you need the Pro version..
1.7
Output Stand-Alone Bibliographies
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The previous chapter
described how to compile a manuscript with appended bibliography. In addition,
Bibliographix is also able to create a bibliography independently from
a manuscript.
Assume you want
to output a list that contains all publications by Akerlof. Click the Search
icon
and define a query for "Akerlof". To output the displayed list, click Bibliography-
Create Bibliography or click the Compile
icon. The dialog that
pops up features the (already familiar) tabs
Appendix Bibliography and
Stand-Alone
Bibliography.
You want the latter since you only want to output the current query. This
tab gives you the option either to output the entire database in a single
list or to output the query only. You want to do the latter. Select this
option and click the Start button. Now Bibliographix will ask you
for the file name in which to output the result. Enter a file name and
click OK to start creating the list.
This feature is only available in the Light and Pro
Version of Bibliographix. With the Basic version you can output the database
as a whole.
The first chapter took you on a short trip through Bibliographix. You've
learned how to search your database, how to create a new record, how to
cite a record and how to compile an appendix bibliography.
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2
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Search Records
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Searching the Database
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Taglist
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Invert Query
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Search the Internet
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Case Sensitive Queries
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Duplicates
The search dialog accessible via the Search
icon in the control centre of Bibliographix. All records matching the current
query are displayed here in a list. To change the sort order, click at
the tablehead. If you click at "author" the list will be sorted by author.
If you click at "title" it will be sorted accordingly. If you click at
a record in the list it will be displayed above the list exactly the way
it would be formatted in a bibliography according to the current settings. |
2.1
Searching the Database
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The easiest way to search a database is to scroll it from top to bottom.
This works with very small databases with maye up to 100 records.
The second most easy way to search a database is to click at the table
of records and enter a character from the keyboard. Bibliographix will
then display all records that have an author with a family name starting
with this character. This way of browsing your database works with medium
size databases. Please note that the table of records needs to have the
focus.
If you need more powerful search functions, you can use the search dialog.
The search dialog is located above the table of records and looks like
this:
Select the first field to search (author is set as default), enter
the fragment (try "ak") and hit the return key or click the go!
button.The matching records will be displayed now.
You can direct a search to a single field, to a combination of fields
or to the full text of a record. If you select full text for one search
item, all other items will be set to full text also. Please note that a
full text search takes about 5-10 times longer than a search directed at
single fields. A full text search is helpful to get a broad overview or
if you want to cover the abstract field. This field does not have a length
restriction and for this reason cannot be accessed as single field.
You can combine up to five items in a search. This is more than sufficient
for databases that use to be much smaller than 100.000 records. To add
a second field, click at the pull down menu in the second row, select the
boolean operator (AND/OR/NOT), the second field and enter the second fragment.
To access the other items, scroll down in the search dialog.
Bibliographix
reads a Powersearch from the left to the right. For this reason the sequence
in which you enter the search items matter. For instance the following
two queries would yield different results:
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Query 1: (a. author = Akerlof) AND (b. title =lemon)
OR (g. year = 2000)
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Query 2: (a. author = Akerlof) OR (g. year = 2000)AND
(b. title = lemon)
Both query just
differ in the sequence of the last two items. As Bibliographix read from
left to right, query 1 will output all Akerlof-records as well as all records
either having "lemons" in the title or being published in 2000. Query 2
will also output all Akerlof-records but in addition only those that are
published in 2000 in combination with "lemons" in the title.
The search dialog has a back-forward function
that you can use to access previous queries. Click at an arrow button to
recall a query. The display will show the current result. This means that
not the old result is displayed, but the old query definition is recalled
and the query is started again. Changes applied meanwhile will then be
displayed.
A very intuitive way to build up a bibliography is
to manually select (or "tag") records. You can tag every record displayed
by clicking in the record's first column (titled with an "x"). In case
you do, an "x" will appear in the first column, telling that this record
is tagged. These tags are saved with the database and available in future
sessions.
You can handle these tagged records in the search
dialog. If you select the option display tagged only only the tagged
records will be displayed. To dispose previous tags, you may click the
button labeled
untag all. Use these functions to create very special
manually collected bibliographies.
These taglist features are not available in Bibliographix
Basic but only in the more powerful Light and Pro versions of Bibliographix.
Bibliographix
gives you the option to invert all queries. This means that all
non-matches are now considered a match and vice versa. To do so, check
the invert query option. The longer your fragment grows, the longer
the list grows since more and more records don't contain the growing fragment.
To display all records in the database, click the display all button.
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In addition you may forward your query to an
internet search engine. Click the button labeled WWW to do so. The
result will be displayed in the Bibliographix built-in internet browser.
Of course you need to be connected to the internet to contact the search
engine. To select a search engine, go to Tools-Options in the Bibliographix
menu and click the WWW tab. |
2.5
Case Sensitive Queries
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All queries in Bibliographix follow these two rules:
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If you enter a fragment with a leading lowercase
character, the uppercase alternative will also be considered a match. If
you enter "ak" as fragment in the author field, Akerlof will be
a match as well as Brubaker.
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If you enter a fragment with a leading uppercase
character, the lowercase alternative will not be included
in the search. Thus "Ak" will only yield Akerlof but not Brubaker.
When you build up a database it will frequently happen, that you enter
the same data twice. In this case you will have two different records with
the same contents. To find these so called duplicates, select
Edit -
Search Duplicates from the menu. If you select it, the record list
will be sorted by title and scroll to the first pair of records that share
the same authors, same title and same publication year. If these three
items are identical, it is reasonable enough to assume a duplicate. It
might still be the case that the two items are two different publications.
For this reason, the two suspected duplicates are only displayed and not
removed automatically.
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3
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Add/Edit Records
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Add a New Record
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Select Publication Type
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Enter Person's Names
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Highlight Parts of Title
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Link Files
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Apply Changes to a Record
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Remove Record
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Spelling Checker
This chapter describes step by step how to add new
records to your database and how to edit records entered previously |
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Click the icon
New
or select Edit-New
Record from the menu. A form in which you can enter all relevant information
will pop up. |
To add a record that is almost similar to an
existing record in the database, typewriting can be reduced by using the
command
Edit ñ Clone Record. This command will create a duplicate
entry window of the selected record and can be edited arrordingly.
When you type in the author, journal, publisher
and keyword field, Bibliographix will look for similar entries in the database
and will display suggestions. To accept them, hit return. This feature
is not available in the Basic version.
3.2
Select Publication Type
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Before typing
the relevant information you first need to select the respective publication
type (like journal article, book chapter etc.).
This choice is
necessary to hightlight the relevant fields in the input form. In addition
Bibliographix uses this information to correctly format the record later.
The number of relevant fields varies with publication types.
In most cases
it is not vital to fill out all relevant fields. As with every database,
the power increases with the amount of information you enter. For this
reason we suggest a rather complete input - especially with the author's
first names.
Some fields like
author, title and year are essential. If an essential field is missing,
Bibliographix will notify you. After the input is finished, the new record
can be saved by clicking the Save icon. This will append the new record
to your database and will take you (back) to the search display. You may
now browse to the new record.
Some remarks regarding edited volumes as publication types. This type
refers not to a chapter in an edited book with many different authors of
chapters but rather to the entire collection. This edited volume does not
have an author but rather editors only. As the presence of an author is
vital to Bibliographix, the input into the editor field is copied to the
author field but not regarded in future formatting.
You should be
extra careful upon entering person's names. Author's names are those items
in a Bibliographix records that need to be formatted most flexibly. For
this reason it is essential to stick to the syntax Bibliographix expects
here. Use the format
i.e. Family name,First
Name Initial. If a publication features several authors, separate them
with a ";" like
Akerlof, George A.; Yellen, Janet M.. |
If a publication
has a large number of authors so that you know that co-authors will get
abbreviated anyway, you may skip them by entering a "..." as final
author. So the example above would turn into
Akerlof, George A.; Yellen, Janet M.; ... |
We strongly recommend though to enter at least
three authors since in many cases co-authors starting with no. four are
abbreviated.
If you enter the name of an organisation as an
author's name you can enter it in the original syntax. Please note though
that ";" and "," are interpreted as separators between authors and first/family
name respectively and must be omitted.
Multi word family names are entered like this:
If you enter a person's name, Bibliographix searches
the database for matching authors and displays a suggestion. To accept
it, hit return. This feature is not available in the Basic version.
3.4
Mixed Formatting of Titles
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You may frequently enter publications that have a mixed formatting in a
field, typically the title. For instance, Biologists prefer to set a species
name in the title in italic. A possible solution to this could be to attach
direct formatting options to the field. You would then manually switch
on and off italic and enter a title in the following format:
Tasty Recepies for Melanochromis Auratus. Try them out before
they are extinct. |
This is a good solution as long as you never have to use a bibliography
style that is all italic. For this reason, Bibliographix uses a different,
more flexible solution: If a word starts with an underscore, it is formatted
in italic - except if the entire field is italic. In this case, italic
is switched off for this word. You would then enter the title like this:
Tasty Recepies for _Melanochromis _Auratus. Try them out before they
are extinct. |
and the output would look like
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Tasty Recepies for Melanochromis Auratus. Try them out before they
are extinct. or
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Tasty Recepies for Melanochromis Auratus. Try them out before
they are extinct.
|
In addition you can set parts of strings as sub- or superscript. This
is important for chemical formulas for instance. As the database fields
are plain texts, sub- or superscript are only available by a workaround.You
can format sub- or superscript by directly entering the RTF control codes.
To receive H20 enter H{\sub 2}O. To receive r2 enter
r{\super 2. Of course you can sub- or superscript strings of any length.
The attachment field in the input/edit maks gives you the option to link
an external file to a record. This can be a file on your local harddisk
or network or a file in the internet.
To use this feature, the only contents of the notes field has to be
the filename and -path or the www-adress respectively.
Examples:
c:\data\results.xls |
executes the excel file at your harddsik |
http://www.bibliographix.com |
surfs to the Bibliographix homepage |
Bibliographix recognises local files by the ':\' after the drive letter
and www pages by 'http://'
You execute the link by clicking at the file name in the "Appendix"
column in the search dialog.
This feature is only available in the Pro-Version
3.6
Apply Changes to a Record
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The regular case
will be that you once add a record to your database and later never make
changes to it, since the information you've entered does not change. Every
now and then you will find out that you have misspelled a detail in a previously
entered record. To apply changes to a record, you need to edit it by double
clicking it. The input form will pop up again. You can now apply changes
to the record and save it like a new record you just created from scratch.
Save your changes by clicking the Save icon. This takes you back
to the search dialog.
To remove a record,
you first need to select at it in the search dialog. Remove it by clicking
the
Remove icon. Bibliographix will ask you for confirmation since
removed records can not be restored. There is another good reason to be
careful with removing records:
Every record has
a unique ID. If you accidentally remove a record the ID will not be applied
to any new record you create. Thus even if you type in the data again from
scratch, a different ID will be applied. The reason is simple. Imagine
you remove ID 17 from your database. If a manuscript has a citation of
this record it would be unwise to apply ID17 to any new record in this
database since the old citation ID17 would now be mapped to a totally different
new ID 17. Bibliographix wouldn't notice and you probably would not notice
too. The resulting bibliography would be incorrect. Removing ID17 for all
times from your database at least gives an error when you compile since
there is no ID 17 anymore. So we decided we needed to make removing a record
a bit more of a nuisance to prevent you from accidents.
Bibliographix comes with a built-in spelling checker.
You can access this function via Tools-Options and the Spelling
Checker tab. You can use the spell checker in two modi:
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Spell check after entering will spell check
the current record in the input form if you click the Save icon.
If you uncheck this option, the spell checker is inactive
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Spell Check whole database will spell check
every record if you click the Start button. The text that is currently
spellchecked will be displayed in the text field of the tab.
If a word in your database cannot be identified,
a dialog will be displayed like the one you may know from Microsoft Word.
You can decide how to handle this case. The spell checker does not check
the entire record but only those fields that make sense. For instance the
author's names are skipped since it makes little sense to include all person's
names in a dictionary. Bibliographix comes with English and German dictionaries.
You can find them in the \languages subdirectory of the Bibliographix directory.
If you spell check the entire database this may
take a while. To cancel, click the cancel button in the spell check
dialog. In this case only the spell check of the last record will be cancelled.
Changes already applied are saved.
The spell check dialog offers a variety of options.
You may skip certain strings in spell checking like WWW-pages. Even more
important is the dictionary. You can select a main dictionary and additional
user dictionaries. Words unknown hitherto will be saved in a user dictionary.
Please note that this function is only available in the Pro-Version.
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4
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Bibliography Styles
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What is a Bibliography Style?
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Select a Bibliography Style
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Create a Bibliography Style
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4.1
What is a Bibliography Style?
|
Bibliographix
is a lot more than a plain card file to store your literature. With Bibliographix
you can link your database to your own manuscripts, create in-text-citations
and use this information to automatically create bibliographies appending
your manuscript. Now there are a lot of different ways to format in-text-citations
and references. These rules are called bibliography style.
In-text-citations
may look like
Akerlof (1970),
(Akerlof 1970),
Akerlof 1970 or numeric as
[a number]. |
There
are even more varieties in full reference formatting. Just for example
take the formatting of the American Economic Review
Akerlof,George A., "The Market for 'Lemons':
Quality Uncertainty and the Market Mechanism,"
Quarterly Journal of
Economics, 1970, 488-500. |
There are literally
hundreds of different bibliography styles. It seems to be that every journal
and institution has the ambition to create his own style here. Because
there are so many combinations to create a single style, it is almost impossible
to predefine them all. Therefore, Bibliographix provided an opportunity
to create and save your own style(s) with a user selectable name.
The bottom line of Bibliographix displays the
name of the currently selected bibliography style.
4.2
Select an Existing Bibliography Style
|
You will find
several bibliography styles in the /styles subdirectory of your Bibliographix
directory. To select one of these preset styles, select Bibliography-Select/Edit
Bibliography Style from the menu or click at the StyleEdit icon..Click
the button load style in the dialog that pops up to select a different
style. You may also select a style from the list on the right hand side
of the window. This list displays all styles found in the \styles subdirectory
of Bibliographix.
|
Installing Bibliographix only stalls a small fraction of all available
bibliography styles. The reason is, that probably 99% of the styles are
not interesting to your and would only fill your harddisk. If you clic
a the button Load Style from WWW homepage the Internet style archive
will be displayed. It contains all currently available styles. Click at
an item in the list to download it to your computer. Of course you need
to be connected to the internet to do so. |
4.3
Creating a New Bibliography Style
|
As mentioned above,
a bibliography style consists of formatting commands regarding in-text-citations
as well as formatting commands regarding the layout of references.
4.3.1 Format of In-Text-Citations
Select Bibliography-Select/Edit
Bibliography Style from the menu. This will pop up a dialog with two
tabs. Select Format of In-Text-Citations. This tab displays
the current settings for in-text-citations. First of all you need to select
the general layout of in-text-citations. In many natural sciences only
a number will suffice. The first citation is labeled [1], the second [2]
and so forth. In humanities and social sciences this is not sufficient.
Readers like more information about the author of the citation right in
the text. Bibliographix offers the formats
A
fourth format that is not too popular is also available: if you select
Alpha-Num.
as format, the in-text-citations are also numbered, but not by order of
appearance but alphabetically. So the reference that comes first in alphabetical
order is numbered [1], the second [2] and so forth, regardless of the order
of appearance.
In the next step you need to define the separating
character or phrase between authors. You may enter "and" and add
comma, a semicolon, a slash or whatever you like. Please note that you
also need to add blanks if you need them.
Finally you can define characters or words in
before of and after each in-text-citation. This may be interesting for
example in numerical formats. If you leave these fields empty, the first
citation will be numbered
1
which is probably not what you want. If you want
[1]
enter
the opening and closing bracket respectively into these fields.
Please note that the separating, opening and closing
characters in in-text-citations and references can be different. Thus it
is possible to have an in-text citation
Smith/Wesson (1999)
and a reference:
Smith, A. and Wesson B (1999).......
Let's
try this out with an example. Imagine you want to cite
Option Pricing: A Simplified Approach
by John C. Cox, Stephen A. Ross und Mark Rubinstein from 1979
as
Cox, Ross, Rubinstein (1979)
How do you do this?
-
As you want the years in brackets, select Doe
(1990) as general format.
-
As authors are separated by a comma and a blank enter
these characters in the "authors separated by" field
-
There are no characters in in front of and after
the citation. Clear these fields.
-
In addition, Bibliographix offers to format the first
citation of a reference as full formatted reference. This is called
Turabian
style.
You don't want this, so uncheck the option.
Having
finished this, you may save the half finished bibliography style by clicking
the
Save Style icon. We are not finished yet. The formatting of
the item in the list of references still needs to be done.
4.3.2 Format of Reference Lists
To define the
format of references in the bibliography, click the Style Edit icon
or
Bibliography- Select/Edit Bibliography Style from the menu and
the
Format of Reference Lists tab.
The upper part
of the dialog displays a sample from the current database. Below this you
can enter the author's and editor's name formats. In addition you can define
how multiple authors and editors are to be separated. If you need blanks
here, enter them. Bibliographix distinguishes between "middle" and "last"
authors. The reason is, that some bibliography styles want a different
separator for middle and last authors like
A, B, C and D
In this example, B and C are "middle" authors and
D is the last author, not separated by a comma but by an "and". If you
need the format
A, B, C, D
simply also enter a comma for the last author's separator.
In addition you may choose to switch first and family name of any middle
or last author. The following example shows the flexibility of this approach:
Cox, John C., Stephen A. Ross &
Mark Rubinstein
Cox comes in the "regular" format "family name first,
first names not abbreviated". The separator between first and middle author
is ",". Middle authors have switched names, so the rule for middle authors
is "first names first and not abbreviated". The separator in front of the
last author is an "&". So middle and last authors also have different
separators.
Please note that the "&" as separator of the
last
author "overrules" the setting for middle authors. Thus a publication
by just two authors would be formatted as
Cox, John C. & Mark Rubinstein
You may also define an "et al. rule" how to handle
co authors if the total number of authors exceeds a given number. If you
always want all co-authors to be mentioned, set the number to 999. We suppose
this is a safe number. Should you meet a publication with more than 999
authors, please notify us, so we may nominate them for the "Ig
Nobel" price.
The middle part off the tab displays the various
publication types you can define. You may remember that there are a lot
more than the types displayed here (book, book chapter, journal article
and edited volume). While the first three types are obvious, the last one
may not. Edited volume refers to a whole book issued by an editor with
chapters written by different authors. So an edited volume is one hierarchical
level above the book chapter. In some sciences, only chapters are cited
while other sciences also refer to the entire volume.
Bibliographix takes advantage of the fact that
in most cases only these three styles matter. For instance, only few styles
already have a rule how to handle web sites. If they do, you will find
out that they are handled like books. So there is little need to set the
formatting for web sites as you can use the book formatting commands for
web sites too.
Format
|
is also applied to
|
article
|
newspaper article
|
book chapter
|
conference proceedings
|
book
|
discussion paper, www site
|
edited volume |
edited volume |
The
major part of the work is located in the lower half of the dialog. You
need to click your way through the different fields. For each publication
type you can define a sequence of up to 12 fields. You can enter characters
to be placed before and after each field (if the field is not empty) and
define the format of a field (bold, italic or underscore). Please note
that you explicitly need to enter blanks when you need them. When you enter
information here, the display is updated. Twelve fields are sufficient
to display even the most complex publication types.
In
most cases an item in a bibliography will be a single paragraph. In case
you need a carriage return inside a bibliographical item, enter "\par"
into the respective text field (without the quotation marks).
4.3.3 An Example
Assume
you want a result that looks like
Cox,John C. / Ross, Stephen A. / Rubinstein,
Mark: Option Pricing: A Simplified Approach, Journal of Financial Economics,
7, 1979, 229-263. |
How
do you do this?
-
First enter all formatting options that are identical
to all publication types:
-
Authors are formatted like Doe, John E
-
Middle-authors are separated by "Blank Slash Blank"
-
The final author is also separated by "Blank Slash
Blank"
-
As there are no editors, clear this field
-
The "et al. rule" is set to 999 since all authors
should be printed out.
-
The last name is formatted like all other names.
Thus leave "switch last name" unchecked.
-
Now select the publication type "journal article"
and work your way through the table. It should look like this (replacing
blanks by underscores in the example below)
No.
|
Text
|
Field
|
Format
|
Text
|
1
|
|
a.Author
|
c.italic
|
:_
|
2
|
|
b.Title
|
a.normal
|
,_
|
3
|
|
e.Journal
|
a.normal
|
,_
|
4
|
|
l.No.
|
a.normal
|
,_
|
5
|
|
n.Year
|
a.normal
|
,_
|
6
|
|
m.Pages
|
a.normal
|
.
|
If
you skip a row it will also be skipped in formatting the output. You can
use this to leave some space for later additions.
The
two columns labeled ìtextî might be confusing, but the reason is simle:
The contents of these fields is only regarded if the field is not empty.
In the example
Cox, John C. / Ross, Stephen A. / Rubinstein,
Mark: Option Pricing: A Simplified Approach, Journal of Financial Economics,
7, 1979, 229-263. |
it
might be the case that there is no number to the journal. What you don't
want in this case is
Cox, John C. / Ross, Stephen A. / Rubinstein,
Mark: Option Pricing: A Simplified Approach, Journal of Financial Economics,,
1979, 229-263. |
which
means two commas after each other. In this case, all characters in front
and ater the number will not be printed.
BTW: In case you forget a terminal fullstop or
the final field is empty and your fullstop is not printed, Bibliographix
will automatically append a fullstop to the output.
Now the entire bibliography style has been defined
and is ready to be saved under a user selectable name with a click on the
Save
Style button.
|
5
|
Compile Stand-Alone Bibliographies
-
Output Whole Database
-
Output Query
-
Output Tagged Records
-
Pasting Single Record
-
Createing Web-Files
-
Creating LaTeX-Files
Automatic generation of a bibliography from the temporal
(ugly) in-text-citations in the manuscript is one of the most powerful
features of Bibliographix. This compilation process links the libraries
to manuscript, replaces the temporal citations to a reference format and
generates a list of references according to a user selected style. Basically
there are two different kinds of bibliographies:
-
Appendix bibliographies are bibliographies
that append to a manuscript and lists all sources cited in the manuscript.
Bibliographix can automatically generate such bibliographies by scanning
manuscripts for in-text-citations.
-
Stand-alone bibliographies are plain lists
of formatted references. You can turn the whole database into a bibliography,
a query or manually tagged records. Of course you can create a stand-alone
bibliography that exactly looks like an appendix bibliography. The difference
is, that you manually need to take care of the completeness of a stand-alone
bibliography, while Bibliographix automatically does this job for you with
an appendix bibliography.
This chapter describes
how to compile (generate) such bibliographies. It starts with the stand-alone
bibliography, because they are easier to compile since they don't link
to any manuscript you have written.
|
5.1
Output Whole Database
|
With Bibliographix
you can output your whole database in a single list. Every record is formatted
according to the current bibliography style.
To do so, click
the Compile icon and select the Stand-Alone-Bibliography tab.
Select the option Output Whole Database and click the Start
button. ëBibliographix will ask for a filename before the bibliography
is generated. The result will be a RTF or an HTML file. Select the RTF
format if you want to process the file with your word processor. Select
HTML if you need a file to be placed in the internet. The compiled file
is internet-ready and can be viewed with your browser.
5.1.2 Output Query
Assume
you have defined a QuickSearch or PowerSearch and want to output the result
as formatted list. To do so, click the Compile icon and select the
Stand-Alone-Bibliography
tab.
Select the option Output Query and click the Start button.
Bibliographix will ask you for the file name in which to ouput and start
compiling. The result will be a RTF file you can open with any word processor.
Please note that this feature is only available
in the Light and Pro version of Bibliographix and not in the Basic version.
5.2
Output Tagged Records
|
The concept of
tag lists is another powerful feature of Bibliographix. If you click in
the first column of a record, a small "x" will appear. This means that
the record is "tagged". If you click at this field again, it will disappear.
The record is untagged now. You can (un)tag any record that is currently
displayed. This means that you can either scroll through the entire database
browsing for records to be tagged, or, alternatively, define queries that
yield records you already know you want to tag. Tags are saved with the
database. This means they will be available in future sessions until you
decide to remove them.
Now the idea is,
that it might be a convenient way to create a bibliography by simply tagging
the records you used in a paper and then create a file containing all these
tagged records. The advantage of creating bibliographies this way is, that
it is very simple and can be applied to any paper without preparations.
The disadvantage is, that you have to take care yourself that the resulting
bibliography is complete. If you accidentally tag a record, it becomes
part of the bibliography and - even worse, if you accidentally don't tag
a record, the bibliography is incomplete. The risk of incomplete bibliographies
increases with manuscript size. For this reason, we recommend to use the
automatic appendix-bibliography function of Bibliographix for more voluminous
manuscripts.
If you have tagged
all records you want to tag, you are ready to compile a bibliography that
contains only those tagged records. To create a list of all tagged records
is simple: Click the Search icon and select the Taglist tab.
Check the option box Display Tagged Only in this tab. This will
do what the label promises: A list only of those records, you tagged with
an "x". You can now transform this "query" into a bibliography. Click the
Compile
iconand
select the Stand-alone Bibliography tab. This dialog has two alternative
options: "Output whole database" and "Output Query". The latter is what
you want now, since all tagged records are combined in a query. If you
click this button, you will be asked for a file name in which to output
the formatted references.
If you don't need
your tags anymore, you can select the Search icon, click the Taglist
taband
click the Untag All button. This will finally remove all tags applied
to records in the current database. Be careful. You cannot undo this.
Taglists
are only available in the Light and Pro version of Bibliographix and not
in the Basic version.
5.3
Pasting Single Formatted References
|
An alternative to tagging records, as described above,
is to select a record and immediately paste a formatted issue to the clipboard
and from the clipboard into your word processor. In general if you click
at a record, a formatted preview is displayed in Bibliographix. If you
select
Copy Full Reference from the menu Cite in Bibliographix,
this formatted preview is copied to the clipboard and ready to be pasted
into your word processor. This feature is only available in the Light and
Pro version of Bibliographix and not in the Basic version.
Bibliographix can output your database or parts of it as web file in HTML
format. The program automatically generates a generic HTML file and formats
entries in the bibliography in HTML code. You don't need to create new
bibliography styles. The current settings are just translated to HTML.
If you want to compile a bibliography in HTML format, simply select HTML
as format. The resulting file is ready to be placed in the internet.
Bibliographix can read, digest and create LaTeX files. To do so, select
LaTeX as format when compiling a file with Bibliographix. In this context,
compiling does not refer to the process of creating a printable LaTeX file
from LaTeX source code. Compiling means that all Bibliographix items are
replaced and/or added in LaTeX code that can later be transformed in a
printable DVI file. You don't need new bibliography styles for LaTeX files.
The settings of the style are just translated to LaTeX code.
|
6
|
Compile Appendix Bibliographies
-
Create an RTF File
-
Insert Temporary In-Text-Citations
-
Underline Temporary In-Text-Citations
-
Skip Names in In-Text-Citations
-
Multiple In-Text-Citations
-
Compile a Manuscript
-
Problems and Solutions
-
Reformatting a Manuscript
The most comfortable
way to compile a bibliography is to simply write a manuscript and let the
software do all the work later by scanning the manuscript, identifying
the references used and appending them to the text. Bibliographix is able
to perform this very powerful task. Please note that the Basic and Light
version work with manuscripts containing up to 10 different sources while
the Pro version does not have a restriction in the number of sources cited.
|
6.1
Create an RTF File in Your Word Processor
|
Bibliographix enables you to link your literature
database to your manuscripts. You cite a reference in your manuscript and
Bibliographix later formats your in-text-citations according to your settings
and appends an item in the list of references in the appendix, also according
to the selected bibliography style. In order to do so, Bibliographix needs
to scan your manuscripts.
Unfortunately, almost every word processor favours
its own format. Microsoft Word uses *.DOC, WordPerfect *.WPR etc. Fortunately
there is one standard all major word processors support: Rich Text Format
(RTF). This format has been developed by Microsoft to make migration of
documents from one word processor to the other easier. Bibliographix can
read RTF files and thus supports all major word processors under windows.
This means that you need to save your manuscripts as RTF files when you
work with Word, WordPerfect etc. To do so (in Word), use the command File
- Save As and select RTF as file format. You don't need to be afraid
to loose any formatting information using RTF. If you reload a Word Document
saved as RTF file it will just look the same. Formulas and graphics will
work as usual. You will not even notice that you are using a different
file format. When you use Bibliographix a lot, we suggest that you select
RTF as default format for saving. To do so, select Tools - Options -
Save and select RTF as default format. Every file you create from scratch
will then be saved automatically as RTF. The disadvantage of RTF is that
files grow a bit larger compared to the DOC format as charts and formulas
are not saved as efficiently under RTF.
A recommendation: Before you start a larger
project with a word processor other than Word you should definitely try
out if the support of the RTF format is as good as the word processor claims.
Word never gave us problems with the RTF format and we have not heard of
bad WordPerfect experiences but for example StarWriter has a flaw in the
RTF format support. Using RTF with Star Writer swallows formulas and charts.
Everything else works perfectly. Just not formulas and charts. We talked
to the developers at Sun and they try to fix the problem but obviously
were not successful at least with version 5.2.
6.2
Insert Temporary In-Text-Citations into Your Manuscript
|
As there is much
interaction between Bibliographix and your word processor, Bibliographix
gives you the option to remote control your word processor. If your word
processor is supported under Tools- Options - Word Processor life
is a bit easier.
Assume you want
to cite a record from your database in your RTF manuscript. To do so, first
open the manuscript and place the cursor right at the spot where the in-text-citation
should be placed. Switch to Bibliographix and select the respective record
by clicking at it. Now click the Cite icon or select Citation
- Copy Temporary Citation from the menu. If you have switched on the
remote control as described above, a temporary in-text-citation will appear
in your word processor. If you haven't done so, paste it from the clipboard.
A temporary in-text-citation can be inserted anywhere
in a text. You can insert it in the main text body, in a foot- or endnote.
This temporary citation may look like this:
[1 - Akerlof 1970 The Market for Lemo...] |
Inside the square
brackets you will find the record ID, the author's name, publication year
and a part of the title. This so called temporary in-text-citation is
just a tag that informs Bibliographix that you want an in-text-citation
of a certain publication right here. This "ugly" citation will later be
replaced by a "pretty" one, according to the users settings.
If you find this temporary citation too longish,
you can vote for a shorter format under Tools - Options at the tab
Miscellaneous
if you check the short temporary citation option. You can mix both
formats in one manuscript.
In most cases, temporary in-text-citations are
part of a sentence. Thus you probably want a trailing blank. If you use
Microsoft Word, this trailing blank may be swallowed. Here is what to do
to save it from beeing swallowed.
-
Select Tools - Options in Microsoft Word
-
Click at the Edit tab
-
The option Smart Copy and Paste is checked.
Uncheck it.
This is how Bibliographix
handles temporary in-text-citations. Bibliographix just looks for the square
brackets and tries to interpret everything enclosed by square brackets
as link to a record in its current database. For this reason it is important
that you don't use square brackets in your original manuscript plain text.
This restriction is not as severe as it sounds. Using square brackets in
formulas created by the formula editor or graphics is not a problem. The
formula editor is an OLE object. Word just reserves some space for the
formula but does not care about the contents. You can place square brackets
in such objects as you please. In addition you may also use square brackets
in formatting numerical citations, like the popular [1] style. The no-square-brackets-rule
only applies to your "raw" original manuscript, not the compiled result.
Bibliographix
only regards the leading ID number of the temporary citation to identify
the record used. All information on the right hand side of the parenthesis
is just for your eyes only. You could even remove them or make comments
here. They will not be regarded in compiling and dumped in the compilation.
In any case the brackets, the ID number and the parentheses are not to
be touched.
If you later decide
that you don't want a certain in-text-citation at the spot where it isright
now, you can simply remove it (including the brackets) and that's it. There
will be no in-text-citation in the compiled manuscript and if you just
removed the only reference, there will be no item in the list of references
in the appendix anymore.
What happens if
you have cited a record and later remove this record from your database?
When you compile the final document with "pretty" in-text-citations and
appendix, Bibliographix is not able to find a record with the ID still
to be found in your manuscript. The ID of a removed record will never be
assigned again to another new record. All links to this removed record
will yield an error message. This also holds if you exactly re-enter a
record once deleted. The ID will be different.
If you use several databases, you need to make
sure that you only cite from one database ina certain manuscript. Why is
this? Even when you cite from various databases in a single manuscript,
Bibliographix only draws back on the currently opened database. Temporary
in-text-citations that relate do a different database are linked to the
record with the same ID in the current database. The result will be incorrect.
6.3
Underline Temporary In-Text-Citations
|
If you select Tools - Extra from the menu
you will find the option underline temporary citations at the miscellaneous
tab. If you select this option, all temporary in-text-citations are underlined.
This makes it easier to find the citations at your screen or printout.
The underlining is preserved after formatting the manuscript. So you may
have to select the whole manuscript text and remove all underlinings.
6.4
Skip Names in In-Text-Citations
|
In the humanities, a widespread tradition in citing
references is to include in-text-citations very smoothly into the main
text body. This means that instead of a citation like
(...) the groundbreaking work of Akerlof (1970) for the first time
analyses (...) |
with an in-text-citation rather interrupting the flow of text, something
more in the line of
(...) the groundbreaking work of Akerlof dating back to 1970 for the
first time analyses (...) |
Bibliographix gives you the option to create such "smooth" in-text-citations.
If you enter a temporary in-text-citation like
[17 - Akerlof 1970 The Market for 'Lemo...]. |
you can add the command "_N" between the ID number and the parenthesis.
In this case only the year will be printed. To receive the "smooth" result
mentioned above, you have to enter
(...) the groundbreaking work of Akerlof dating back to [17 _N-
Akerlof 1970 The Market for 'Lemo...] for the first time analyses (...) |
Please note that the name in this case is not altered by Bibliographix
since it is located outside the square brackets. If you make a mistake
here and enter
(...) the groundbreaking work of Smith and Wesson dating back to
[17 _N- Akerlof 1970 The Market for 'Lemo...] for the first time analyses
(...) |
Smith and Wesson get the credit for Akerlof's work and are not listed in
the references where you will only find Akerlof. Thus be careful using
the "_N" command.
6.5
Multiple In-Text-Citations
|
A little hint: If you want numerical in-text-citations in your final manuscript,
you may cite multiple references in sequence. You want them to be enclosed
by a single pair of brackets, not individual pairs of brackets.
-
What you don't want is"... as [1], [2] and [3] have shown...", but
rather
-
"... as [1, 2 and 3] have shown..."
|
You can yield this result following these steps:
-
Always separate in-text-citations identically, for instance by "comma bland"
-
Compile the manuscript
-
Replace all "], [" by ", " in your word processor.
When your manuscript
is finished you want to turn the "ugly" citations into "pretty" ones and
append a list of references. We recommend not to wait with this to the
very last moment but rather to give your manuscript a test-compilation
every now and then. Experience tells that a compilation often does not
work at first try as you accidentally may have removed brackets or records
which will yield an error message and a bug in your manuscript you need
to fix. If the manuscript needs to be faxed tomorrow and you start compiling
today for the first time this may give you additional grey hairs.
Before compiling
save your manuscript and close it in your word processor. Make sure first
that your manuscript is saved as RTF file. Bibliographix needs the RTF
format to work. Word saves manuscripts in DOC format by default, so you
may need to change this as described above.
Switch to Bibliographix
and click the Compile icon or select Bibliography - Compile Bibliography
from
the menu. This pops up two tabs: Appendix-Bibliography and Stand-Alone-Bibliography.
You want the appendix. Click at the button select manuscript to
do exactly this. Having selected your manuscript in the file select box
that pops up, you can click start to start compiling.
To your original
file
opus magnum.rtf
a new file will
be added in the same directory and is displayed in a preview.
opus magnum compiled.rtf
If you open the
....compiled.rtf file with your word processor you will find the "ugly"
citations being replaced by "pretty" ones and an appendix containing all
references cited. All due to your settings.
You can edit the....compiled.rtf
file just like any file. If you like, you may save it as DOC file again.
Please note that this compiled version is now "dead" to Bibliographix.
It cannot map the pretty in-text-citations to records in its database anymore
since the ID has been removed. If you happen to apply major changes to
your manuscript after compiling, it is a good idea not to edit your compiled
file but rather the original file and then recompile it. If you apply changes
to the already compiled version, Bibliographix is of no more use and even
worse, if you happen to recompile the original manuscript, all changes
in your old compiled file are overwritten and lost.
6.7
Problems and Solutions
|
Problem
|
Solution
|
There are lots
of error messages about unidentified records
|
Did you accidentally
select a different database?
|
Several in-text-citations could not be identified
in scanning |
Make a note of the "problem citation's" numbers,
go back to your original manuscript, remove the old temporary citations
and re-insert them. |
Upon compiling
the error message pops up that the file is in use
|
Close the file
in your word processor
|
The RTF file is
a lot bigger than the old DOC file
|
This is
a known "feature" of RTF. Files can even exceed 10 MB in size if you use
a lot of graphics with many colours. Size doesn't matter to Bibliographix.
Compiling is still very fast. If size matters to you (in terms of portability
of the data) you may either compress the RTF file (they compress like US-American
bread) or save the RTF file as DOC file.
|
6.8
Reformatting a Manuscript
|
If a journal does
not accept one of your papers for publication you may want to resubmit
it to a different journal. In many cases you may not only need to work
on the contents but also on the layout. The other journal probably has
a very different bibliography style. At least, you will probably need to
reformat a new lay-out of the bibliography. This is no big deal with Bibliographix.
Just use your old original manuscript and select the bibliography style
of the new journal and compile the manuscript again. The old .... compiled.rtf
will be overwritten, but they didn't want it anyway. You just need to printout
the new ...compiled.rtf and submit it.
|
7
|
Save and Exchange Data
-
Create a New Database
-
Open an Existing Database
-
Copy/Move Records
-
Backup Your Data
-
Recover Database
-
Importing Data
-
Exporting Data
|
7.1
Create a New Database
|
To create a new
database, select File - New Database. Bibliographix asks you for
a file path and file name and appends the file type .db. This new database
is opened automatically and ready for input.
7.2
Open an Existing Database
|
The last used
database is automatically opened when Bibliographix is started. You find
the name of the database in the bottom line of Bibliographix. To switch
to a different database, select File - Open Database from the menu
and enter path and filename of the database in the fileselect box that
pops up.
With Bibliographix you can easily move or copy records
between databases. Select File-Exchange Data from the menu or click
the Copy icon. A form with two tables will pop up. The left table
is the currently opened database. On the right hand side you can select
the other database with which to exchange data. To select the second database,
click the 2nd d.base button. After copying/moving, click the Save icon
to save your changes.
Please note that IDs of records are not copied.
A new ID is assigned every time you copy or move a record to its new location.
Moving a record and then moving it back does not give the old ID. Please
also note that this feature is not available in the Basic version but only
in the Light and Pro version of Bibliographix
The most powerful
command in this environment is Copy All. Selecting this command
merges the contents of the "origin-window" into the database displayed
in the "target-window".
7.4
Create a Backup of Your Database
|
You probably already
had this unpleasant experience: Working on a manuscript, your word processor
or the entire compuer crashed and your file was damaged. Hopefully you
had a backup not too old so the loss of time and effort was not too big.
This risk of data loss comes with every application and thus also with
a database. Saving is the weak spot of every database: If your system crashes
or you pull out the plug while the database is saved, the database maybe
destroyed. If you don't have a recent backup you have a problem.
If you select File-Create Database Backup
from
the menu a copy of the database with an additional "backup" in the file
name is stored in the current directory. If you have not backuped your
data for a while, Bibliographix will remind you.
To transfer a database from one computer to another,
it is not sufficient to copy the your_file_name.db file. You also need
to copy all files with the respective file name, like your_file_name.px
and so forth. These files are all found in the same directory A Bibliographix
database consists of several files. If you copy only part of the files,
the database will not run.
Note: If you have been a good boy/girl and always backuped your
database, you will hopefully never have to read further.
In addition to make backups of your database, Bibliographix gives you
the option to recover corrupt databases, if possible. Use Recover
on the File - Data Exchange tab.
In many cases, corrupt databases are still readable but you cannot add
new records to it. A typical error message for this is "invalid key".
You can now select a second (preferrably new and empty) database in
which to copy all records of the corrupted database. What is the difference
to the copy all command described previously?
If you use copy all the records will simply be appended to the
second database. This is the method of choice with the Light version. Things
are a bit different. If you already have inserted temporary in-text-citations
into your manuscripts, certain records are linked to certain ID-numbers.
If you now simply append records, chances are close to unity that the new
database will assign different ID-numbers to the records. This is not what
you want. Preserving the old ID-numbers is exactly what recover does.
First the program retrieves the highes ID-number in the damaged database
and creates as many new records. Then step by step all records in the damaged
database are copied to the matching record in the new database that has
the same ID-number. Records deleted previously in the damaged database
are skipped. These records show up with the author "dummy" in the new database
and can be removed later.
This means that if there are already records in the second database,
these records are overwritten if there is a record in the damaged database
with the same ID-number. For this reason Bibliographix pops up a warning
and gives you the option to cancel.
This command is intended to be the last chance to recover your data.
Don't rely on it but frequently backup your data. As this command is only
of added value in the Pro version, it is not available in the Light and
Basic version.
Converting Bibliographica Databases: Bibliographix
it the next generation of Bibliographica. It introduced a new database
engine and a new database format. If you have a Bibliographica database
and want to switch to Bibliographix, you need to convert your database
to the new format. Use File - Exchange Data from the menu and click
Import
Database in the Bibliographica
section. A fileselect box will
pop up asking you for the old database to import the data into the currently
opened database. This dialog will only display the *.aua file of an old
Bibliographix database but will of course import the entire database. Keyword
files from Bibliographica can be imported the same way, clicking import
keywords.
-
Online Databases and other Bibliography Software:
Bibliographix
has a separate very powerful import module for other formats. Details are
described in the appendix.
A highly relevant question regarding a database application
is, how "mobile" your data are with the application. This aspect doesn't
get the attention it deserves. While you may be finished with your manuscript
in a couple weeks or months, you may have to live a lot longer with the
data you enter in your Bibliographix database. This does not necessary
apply to the database software itself. Even if you are enthusiastic about
Bibliographix (we hope you are) you will have to look for a different piece
of software if you have to use a different operating system that is not
supported by Bibliographix. If your "old" software has an ill support here,
you have a major problem. The worst case is that you can throw your data
in the garbage can. You may need to put together an individual conversion
program (we do jobs like this for desperate users of other bibliographical
software stuck with their data on an hourly basis). For this reason the
major question is not
"will
development be continued in 5 years?"
but
"do
I get my data transferred from this program to another in 5 minutes?"
Now
transferring data from one database to another faces different problems.
First of all, the other database software needs to "understand" the database
format in a technical meaning. Try opening a Bibliographix database with
Microsoft Word. This will not work as Word does not "understand" the database
format. Do the same thing with Access - it works - as Bibliographix uses
the very popular Paradox 7 database format. Databases in this format can
be opened by any decent all purpose database software. This technical compatibilityonly
solves but half the problem.
The advantage of professional bibliographical
software is, that you can format the data in a very flexible way. To do
so, the program needs to know where to find what data and what the internal
structure of a field looks like. For instance if one program delivers author's
names as "George Akerlof" and the other expects "Akerlof, George" a mere
transfer of the data is not enough. The internal structure of the field
needs to be modified. So technical compatiblity is the minor problem. You
need a conversion program to reformat the fields internally. The structure
of a record and the syntax of recordfields need to be synchronized. An
export filter does exactly this. Luckily there are a few standards that
are supported by every decent Bibliographix program. Bibliographix offers
export filters for the following formats:
-
BibTeX
-
Endnote (RIS)
-
ProCite (RIS)
-
Refer
-
Reference Manager (RIS)
With these formats you should be able to transfer your data into any other
bibliographic system in just a few minutes.
To convert a database into one of these formats, select File - Data
Exchange from the Bibliographix menu. Go to the export section and
select the format. If you click the Start button, you will be asked
for the file name and the program will then create an ASCII file in the
format selected.
Bibliographix can read and write BibTeX files. Some users mistook this
ability to assume that the program is some sort of BibTeX-management shell.
This is not the case. The importing and exporting of BibTeX data is intended
to move your data to or from a different system if you migrate there. It
is not intended to reformat your data every fortnight. We strongly recommend
to our LaTeX users to either keep their data in BibTeX or use Bibliographix
instead of BibTeX, not beside it. If you use the LaTeX output formatting
option, you can substitute BibTeX. The problem is that the LaTeX packages
are very powerful but not very standardised. There are voluminous books
about the syntax but our impression it that nobody sticks to the rules.
For instance, some implementations swallow german umlauts, some don't and
so forth. For this reason it might be the case that the BibTeX export does
not exactyl deliver what you need. In this case you may need to manually
edit the data.
|
8
|
Options
-
Language
-
Word Processor
-
Font
-
Spelling Checker
-
WWW Search Engines
-
Keywords
-
Journals
-
Register Program
By selecting Tools ñ Options, a variety of
options can be selected which are distributed over several pages. The available
options are described below |
You can change
the language of Bibliographix's user interface. Currently English and German
are supported.You can change languages any time. You don't need to install
new files or download something additional from the internet - just labels
and help texts change language. The new language will be applied after
a restart of the program. To select it, go to the miscellaneous
tab in Tools-Options.
To insert a temporary
in-text-citation into your manuscript, Bibliographix employs the clipboard.
Some word processors give the option to be remotely controlled. In this
case you can skip the pasting from the clipboard in your word processor.
To do so, select Tools - Options - Miscellaneous and select your
word processor.
Some remarks on the supported word processors
Microsoft Word |
Does not yield problems. Microsoft sticks to its own RTF-Format |
StarWriter |
RTF-support is imperfect. StarWriter swallows formulas after saving
a document in RTF format and opening it again |
WordPro |
WordPro slightly deviates from the RTF standards. An RTF file created
with WordPro will only compile correctly if WordPro is selected as word
processor. The "insert citation" command does not automatically empty the
clipboard into the document. |
Word Perfect |
WordPerfect slightly deviates from the RTF standards. An RTF file created
with WordPerfect will only compile correctly if WordPerfect is selected
as word processor. The "insert citation" command does not automatically
empty the clipboard into the document. |
other |
The "insert citation" command does not automatically empty the clipboard
into the document. |
To change the
ouput font, select Tools - Options - Miscellaneous.
Bibliographix comes with a spelling checker. For more details click
here
When you perform a query you can optionally forward your query to an internet
search engine. To select the engine, go to
Tools - Options - Miscellaneous.
The
next time you forward a query to the internet, the selected search engine
is used.
There are different working techniques to easily access your data. In very
small databases you can scroll the entire database. This becomes somewhat
inconvenient with more than about 100 records. You may search by author
or by title.
We would like to recommend another technique to quickly find records,
which is defined here as personal key-wording and is described below. In
the short run this means extra work but our experience is that it pays
off quickly.
Bibliographix supports you with respect to a major problem in key-wording:
spelling. You can freely enter keywords in the keyword fields in the edit
mask or in the search display. If your input is incorrect, the quality
of your key-wording decreases. There are two kinds of incorrect input:
-
Key-wording is of little use if your keywords have typos. One of
my (O. Winkelhake) favourite typos in English is to type in "Englisch"
instead of "English", since "Englisch" is the German spelling of "English"
and German is my mother's tongue so the additional "c" is some kind of
"hardwired" in my fingers. If "English" is a keyword and you have 40% "Englisch"
typos, you have a problem.
-
Freely entering keywords will probably quickly yield synonyms. Did
you use "hospital" or "stationary delivery" instead? If this is what you
ask yourself, you probably used both. If you need to combine all possible
synonyms of a keyword in a search, you may as well dump the whole act of
keywording, since the publication should have at least one of the items
in the title.
For this reason Bibliographix offers - in addition to free input - a dropdown
list of keywords you find next to the keyword field. Of course you need
to maintain this list yourself. To do so, select
Tools-Options from
the menu and click the
keywords tab.
|
A frequent nuisance is a different wording of journal names. Part of
the records referring to articles published in the American Economic Review
are labeled ÑAmerican Economic Reviewì, some ÑAmEconRevì, some ÑAERì and
so forth. This diversity is unwanted as you want a unique label in your
bibliographies and not a mixture of different labels. Bibliographix supports
you by offering a function to unify journal names. Select the Journal tab
under Tools ñ Options to define a ìsearch ñ replaceî command. |
This command only searches the journal field and replaces the old label
by the new one if it finds an exact match. The search is case sensitive,
does not replace substrings and is applied to all matching records in the
database.
You can find an even more powerful function in the lower part of the
tab. You can enter different wordings of a journal name in a table. If
Bibliographix finds a journal name in the table, you can select, which
column to use. This function does not alter the contents of your database
but rather translates the data for formatting.
If you are satisfied with Bibliographix and want
to take advantage of the powerful features beyond the free-of-charge Bibliographix
Basic version and decide to register, you receive a code from us. Enter
this code under Tools - Options -Register.
This turns some internal
switches. So you don't need to download a new program from the internet
but can work with your old installation. After registering, your name will
appear in the bottom line of the Bibliographix window. To get back to the
list of records, simply click the Seach icon.
|
9
|
Miscellaneous
-
Context Sensitive help
-
Online Help
-
Printed Manual
-
Older Program Versions
-
Database Structure
-
E-Mail Contact
-
Web Integration
|
9.1
Context Sensitive Help
|
Many dialogs in Bibliographix have a "Questionmark-Button".
If you click one of these buttons, the online manual will be displayed,
opened at the relevant page.
Clicking the Help icon you will pop up this
manual.
To make browsing the manual easier, the table of contents is displayed
at the left hand side. Click at an item there to open the manual at the
respective page.
We tried to keep Bibliographix
as simple as possible to avoid a multi-hundred-page-manual to take advantage
of even the most cryptic features of the program. It is our opinion that
in the internet age it is highly inefficient to snail-mail heaps of printed
paper. Postage increases cost and it is you as a customer to pay the bill
in the end - even if you never use the printed manual or don't even want
one.
For this reason Bibliographix is only distributed
via internet. This means that the manual comes as file and not in print.
Of course you may print out the manual. Upon installing Bibliographix,
the manual will appear as icons in the startup group. Double clicking a
manual icon, your internet browser will be started and the text displayed.
Print it out via your browser.
9.4
Older Program Versions
|
Bibliographix ist the next generation program of
Bibliographica. This ancestor uses different file and database formats.
Files being created with Bibliographica first need to be converted to be
used with the current version of Bibliographix.
9.4.1 Databases
Find details in the chapter Converting
Bibliographica Databases .
9.4.2 Manuscripts
With Bibliographix the format of temporary in-text-citation
has changed. Manuscripts that contain temporary citations in the old format
need to be converted. Select File - Data exchange from the menu.
Click the button Convert Manuscript. This will display a fileselect
box where you can enter your old manuscript. The program will browse the
manuscript for old citations and try to identify them in the currently
opened database in Bibliographix. If the record can be identified, the
temporary citation is updated, if not, the old temporary citation is preserved.
Changes are not applied to your original manuscript but rather to a backup
copy, that has a "(converted)" attached to the file name. So
mymanuscript.rtf
turns into
mymanuscript (converted).rtf
You still need to check this file for not
converted citations. There are two major reasons for non-converting:
-
The temporary citation refers to a record that is
not part of your database. Add it to your database and insert a fresh temporary
citation.
-
The temporary citation refers to a record that is
part of your database. Bibliographix is a bit conservative in converting.
If in doubt, a temporary citation is skipped and not converted. Replace
the temporary citation manually.
Below you find an overview about the database fields
in the input and edit form.
Field |
Field Length |
author |
254 |
title |
254 |
editor |
254 |
title of edited volume |
254 |
journal |
254 |
publisher |
100 |
city |
100 |
series title |
254 |
series editor |
100 |
volume |
20 |
number |
20 |
year |
20 |
pages |
20 |
edition |
254 |
abstract |
unlimited |
keywords |
254 |
user field 1 |
254 |
user field 2 |
254 |
The restriction to 254 characters length has technical
reasons. Unlimited fields, like the abstract field, are much slower to
process in a query. For this reason Bibliographix omits this field type
if possible.
All fields are alphanumeric fields. You can enter
any character there. This also applies to the page and year field. So you
are able to enter "1998-9" as publication year, which would not be possible
in a numerical field.
9.6
Sharing Databases with Multiple Users
|
As a database program, Bibliographix allows for simultaneous access of
multiple users to the same database. Several users can browse the same
database and edit or append different records. Bibliographix makes sure
though that a specific record can only be edited by one user. If this would
happen, changes being made by the user saving first would be overwritten
by the user saving second.
The safety concept of Bibliographix is very precise and powerful. Both
users can pop up the input form of the same record and view the details.
As soon as a user (A) applies changes to the record, the record is blocked
to the other user (B). If B also tries to edit one of the fields, he will
receive a message telling him that A is currently editing this record.
This blocking only takes place until A stores his changes. If he does so,
the block is removed so that B can now edit the record. If he presses a
key to edit a field, the record is automatically updated and the most recent
changes by A will be displayed to B. This way, no information can get lost
and every user can be sure that if he is able to edit a record this will
be the currently valid version of the record.
Please note that the multi-user access to a database is only available
in the Light Pro-version. Opening a database in the Basic version blocks
the entire database to other users.
If you have questions regarding Bibliographix, you
can email us. You don't need to be a registered user to do so. Your questions
and comments are welcome in any case since we need your feedback to improve
the program. To directly contact the right person, you may have a look
at the links below.
It is hard to imagine daily scientific life without the internet as information
and communication tool. Probably every computer that runs Bibliographix
is connected to the internet. For this reason it is important to consider
to which extent web functions should be integrated into a literature management
and bibliography processing system like Bibliographix. Using web functions
seemed most important to us in the following aspects:
-
The context sensitive help function is fully web-based. The internal browser
uses files on your harddisk though and not files from the internet. So
you donít need to be connected to the internet to use the help function.
-
With Help - WWW News you can read the Bibliographix newsletter and
check if you are using the most recent version of Bibliographix or if there
is an update available.
-
Web pages become more and more important as scientific sources although
they still lack the quality of ìrealî publications. Maybe due to the temporary
character of the media this may never change. Nevertheless you can use
Bibliographix to manage and cite relevant web pages. A record in your database
that relates to a web page is just one mouseclick away from this page displayed
in your browser.
-
If you define a query for your database it may make sense to also forward
this query to an internet search engine. For this reason, most query definition
have an additiona WWW button that passes the query to your favourite search
engine. You donít need to enter the search engine syntax. Just click the
button and view the result.
-
Web pages are written in HTML (Hypertext Markup Language). Bibliographix
can create HTML pages. This means that Bibliographix can compile internet-ready
web pages. It is not necessary to define a new bibliographic style for
this purpose because the HTML format can be used
|
10
|
Program Versions and Prices
-
Basic Version
-
Light Version
-
Pro Version
-
Remarks on Pay-In-Advance Schemes
|
If you surf the
internet, you will find quite a few literature database programs that are
freeware. They cover only the very basic Bibliographix needs, and (sad
but true) in many cases not even these. We've met more than one desperate
user of such a program with his data stuck in a program that turned out
to be insufficient. We earned quite a bit of money (this was hard earning)
by programming quick and dirty conversion filters for these users.
If you are a "low-end" user, you will find, that
Bibliographix Basic covers your needs and maybe a little more - and all
this is free of charge.
Our "philosophy"
with the Basic version is this: At the low-end, we cannot reasonably expect
you to pay a lot of money for a piece of software. Maybe we could charge
you $5, which might be your willingness to pay, but administration costs
would probably exceed this figure.
If you use the Basic version and find out, that
your needs actually are not that basic, you are welcome to update to amore
powerful version. If you already know that your needs exceed the Basic
version, it is still a good idea to play around with the Basic version
to check out if the more powerful versions are useful to you. This might
also be important to you as our method
of distribution does not allow for a "money-back-guarantee".
If you can live
with the restrictions of the Basic version, that should not hurt too much
at the low-end, you are welcome to use the program as long as you like.
There is no time restriction. If you like Bibliographix, spread the good
news. If you find room for improvements - let us know.
The Basic version
offers the following features:
-
unlimited database size
-
unlimited bibliography style editor
-
output of the whole database as formatted list of
references
-
compiling appendix-bibliographies for manuscripts
with up to 10 in-text-citations. This might already be sufficient for minor
seminal papers.
While Bibliographix
Basic will be sufficient for low-end users that only need a database to
keep track of their literature, more serious users will find out they are
missing features. Bibliographix Light is the version of Bibliographix that
is targeted at the typically very tight budget of students. The price
is US$ 25.
The features of
the Light version cover all features of the Basic version plus some very
nice and powerful features:
Basic version features |
-
unlimited database size
-
unlimited bibliography style editor
-
output of the whole database as formatted list of
references
-
compiling appendix-bibliographies for manuscripts
with up to 10 in-text-citations
|
Additional light version features |
-
output queries as formatted list of references
-
copying and pasting formatted records into your word
processor
-
output tagged lists of records as bibliography
-
simple copying and moving of records between databases
-
simple exporting of data to all standard formats
|
You will proably
notice that the major enhancement compared to the Basic version is, that
the creation of bibliographies is much more flexible. You can output queries
or create lists of tagged records to create a bibliography. This way of
creating bibliographies works nicely with smaller projects like a master
thesis. The limitation of it however is that you have to take care yourself
that the bibliography is complete. If you have a manuscript with just a
dozend referenes, this is not much of a deal. Therefore with larger bibliographies
you may want to go for the Pro version. To try out the nice features of
Bibliographix Pro, you may compile appendix bibliographies if your manuscript
cites up to 10 different sources. Sources exceeding this number will not
be appended to your manuscript.
When you order Bibliographix
Light you will receive a user code to turn the Basic version you can download
from www.Bibliographix.com into the Light version. You don't need to re-install.
In order to keep the price as low as possible, you will not receive a printed
manual or a CD..
Some software
companies offer special rates for students. You need to send in a student
ID to get the regular version of a program for less money. We have a different
approach. The "student - ID - approach" only makes sense if the reduced
price is still high enough to cover the administrative costs. If you have
a look at student's prices, you will find that most software packages are
still just short of $100. This means in most cases the student version
is just a very expensive piece of software shrunk to a just expensive
piece of software.
Our approach is:
what
do students typically need so that switching off certain functions would
not hurt. For this reason we do not care if you actually are a student
or if you just can live with the restrictions we think students get along
with. There is no costly administrative overhead like "sorry-your-student-ID-has-expired-could-you-mail-a-valid-one"
here.
To order Bibliographix
Light online, click here
As described above,
the Light version is targeted at users with smaller projects. If you have
larger projects and/or publish frequently, Bibliographix Pro may provide
additional features that are valuable to you. Bibliographix Pro additionally
includes all features of the Basic version and the Light version.
Basic version features |
-
unlimited database size
-
unlimited bibliography style editor
-
output of the whole database as formatted list of
references
-
compiling appendix-bibliographies for manuscripts
with up to 10 in-text-citations
|
Additional Light version features |
-
output queries as formatted list of references
-
copying and pasting formatted records into your word
processor
-
output tagged lists of records as bibliography
-
simple copying and moving of records between databases
-
simple exporting of data to all standard formats
|
Additional Pro version features |
-
universal import filter, freely configurable
-
spell checker
-
unlimited insertion and formatting of in-text-citations
in manuscripts
-
searching word processor documents for in-text-citations
and formatting of complete appendix bibliographies accordingly.
-
update to a new version for a small fee (currently
US$10)
|
The features of
Bibliographix Pro provide high-end features. In addition to "stand alone"
bibliographies, you can compile "appendix" bibliographies to your manuscripts.
This means that Bibliographix is already of use to you when you write your
manuscript. If you use the program writing your publications, you will
be able to automatically generate matching lists of references to these
manuscripts. Reformatting in-text-citations and references due to a different
style is just a matter of a few mouse clicks.
Our pricing policy
with the Pro version is, that (telling from our own experience) as budgets
in science are often very tight, the program should be priced so low that
in worst case it should still be affordable to your private budget.
The price of the Pro version is US $ 75.
When you order Bibliographix
Pro you will receive a user code to turn the Basic version you can download
from www.Bibliographix.net into the Pro version. You don't need to re-install
Bibliographix. In order to keep the price as low as possible, you will
not receive a printed manual or a CD.
To order the program
online, click here
10.4
Some Remarks on Pay-In-Advance-Schemes
|
All Bibliographix payment modi have in common that
you pay in advance. You will receive the registration code after
your paymentarrived
and you don't have some sort of 30-day-money-back
guarantee.
As a rule of thumb, you should think twice before you accept
this kind of making business. If you pay in advance, there might be a risk
that you pay and get cheated.
There are good reasons though, why this scheme
makes sense for you and for us and why we use this scheme:
-
There is little incentive for us to cheat.When
you purchase Bibliographix, the only thing you will receive is an Email
with the registration code. You will not receive disks or printed manuals.
So there is not much meat in there, tempting to cheat you, since there
is no physical good delivered to you.
-
There is no additional effort to control and enforce
payment:
This does not mean that you are expected to cheat, hoping
to get away with not paying, but rather means that some administrations
tend to be quite slow in transferring money and even slower if nobody nags
them to proceed. This is maybe true for your administration too. To control
payments implies costs that are not generated in a pay-in-advance scheme.
-
Once you have received the registration code,
there is nothing you could physically return. Once you know the registration
code you cannot "undo" this knowledge. Thus a 30-day-money-back-guarantee
like on television does not make sense in this setting. For this reason
it is important for you, to get a good impression of what you are buying
since you cannot return the software. For this reason, we offer the free
Basic verion that is only restricted in database size and incompletedata
export. It is a good idea to test the software before you buy it, since
the both of us want to have happy customers.
|
11 |
Glossary |
As a novice user to a literature processor, you may not be familiar with
the terminology. Find the most important items below.
term |
explanation |
example |
in-text-citation |
a tag in your text that links to an item in your bibliography |
... as Akerlof (1970) pointed out ... |
temporary in-text-citation |
a temporary tag used by Bibliographix to take a note of cited records.
Is replaced later by a "regular" in-text-citation |
... as [2 - Akerlof 1970 The Market for 'Lemo...] pointed
out |
bibliography style |
formatting rules to be applied to items in your bibliography. |
Akerlof GA; The Market for 'Lemons': Quality Uncertainty and the
Market Mechanism. Quarterly Journal of Economics 1970;222: 488-500. |
reference |
a formatted item in your bibliography |
Akerlof GA; The Market for 'Lemons': Quality Uncertainty and the
Market Mechanism. Quarterly Journal of Economics 1970;222: 488-500. |
bibliography |
a list of references |
|
appendix bibliography |
a bibliography that consits of a complete list of all items cited in
a paper |
|
stand alone bibliography |
a bibliography that consists of manually collected items |
|
|
12 |
Index |
If you click at an item in the index below, the respective
page in the manual will pop up.