Bibliographix Manual

Welcome to the manual of Bibliographix. This manual has been last updated Mar. 27. 2001
  1. First Steps
  2. Search Records
  3. Add/Edit Records
  4. Bibliography Styles
  5. Compile Bibliographies
  6. Save and Exchange Data
  7. Options
  8. Miscellaneous
  9. Program Version and Prices
  10. Glossary
  11. Index
  12. Appendix: Import Filter

 
 
 

1

 First Steps with Bibliographix
 
  1. Installing the Program
  2. Run the Program
  3. Search Record
  4. Add a New Record
  5. Cite a Reference
  6. Compile an Appendix Bibliography
  7. 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
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

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.

1.3 Search Record

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. 
1.4 Add a New Record
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
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
  1. Author (Akerlof, George A.; Miyazaki; Hajime),
  2. Title (The implicit contract theory of unemploymentmeets the wage bill argument),
  3. Journal (Review of Economic Studies),
  4. Pages (321-338) and
  5. 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

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
  1. select the record in Bibliographix
  2. copy the temporary in-text-citation from Bibliographix into the clipboard
  3. 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
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
  1. select Compile Bibliography from the menu Bibliography or click the Compile-Icon.
  2. 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.
  3. Now click the Select Manuscript button. This will pop up a file select box where you can select the manuscript.
  4. 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:

  1. 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.
  2. 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

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.
 
 
1.8 Summary
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.

2

Search Records
  1. Searching the Database
  2. Taglist
  3. Invert Query
  4. Search the Internet
  5. Case Sensitive Queries
  6. 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
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:
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.

2.2 Taglist
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.
 

2.3 Invert Query

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.
 

2.4 Search the Internet

 
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
All queries in Bibliographix follow these two rules:

  1. 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.
  2. 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.

2.6 Duplicates
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.

3

 Add/Edit Records
  1. Add a New Record
  2. Select Publication Type
  3. Enter Person's Names
  4. Highlight Parts of Title
  5. Link Files
  6. Apply Changes to a Record
  7. Remove Record
  8. Spelling Checker
This chapter describes step by step how to add new records to your database and how to edit records entered previously

3.1 Add a New Record

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

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.


3.3 Enter Person's Names

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
 
Akerlof, George A.
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:
 
von Neumann, John

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
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
 
  1. Tasty Recepies for Melanochromis Auratus. Try them out before they are extinct. or
  2. 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.

 

3.5 Link Files
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

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.
3.7 Remove a Record
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.
 

3.8 Spelling Checker
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:

  1. 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
  2. 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.
 
 
 
 

4

Bibliography Styles
  1. What is a Bibliography Style?
  2. Select a Bibliography Style
  3. Create a Bibliography Style

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?
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?
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
  1. Output Whole Database
  2. Output Query
  3. Output Tagged Records
  4. Pasting Single Record
  5. Createing Web-Files
  6. 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:
  1. 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.
  2. 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.

 

5.4 Creating Web-Files
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.
 

5.5 Creating LaTeX-Files
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
  1. Create an RTF File
  2. Insert Temporary In-Text-Citations
  3. Underline Temporary In-Text-Citations
  4. Skip Names in In-Text-Citations
  5. Multiple In-Text-Citations
  6. Compile a Manuscript
  7. Problems and Solutions
  8. 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.

  1. Select Tools - Options in Microsoft Word
  2. Click at the Edit tab
  3. 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.
 
  1. What you don't want is"... as [1], [2] and [3] have shown...", but rather
  2. "... as [1, 2 and 3] have shown..."

You can yield this result following these steps:

  1. Always separate in-text-citations identically, for instance by "comma bland"
  2. Compile the manuscript
  3. Replace all "], [" by ", " in your word processor.


6.6 Compile Manuscript

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
  1. Create a New Database
  2. Open an Existing Database
  3. Copy/Move Records
  4. Backup Your Data
  5. Recover Database
  6. Importing Data
  7. 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.
 
7.3 Copy/Move Records
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.

 
7.5 Recover Database
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.

7.6 Importing Data

  • 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.

  • 7.7 Exporting Data
    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
    1. Language
    2. Word Processor
    3. Font
    4. Spelling Checker
    5. WWW Search Engines
    6. Keywords
    7. Journals
    8. 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
     

    8.1 Language

    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.

    8.2 Word Processor

    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.

    8.3 Font
    To change the ouput font, select Tools - Options - Miscellaneous.
     
    8.4 Spelling Checker
    Bibliographix comes with a spelling checker. For more details click here

    8.5 WWW Search Engines
    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.

    8.6 Keywords
    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:

    1. 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.
    2. 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.

     

    8.7 Journals
    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.

    8.8 Register Program
    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
    1. Context Sensitive help
    2. Online Help
    3. Printed Manual
    4. Older Program Versions
    5. Database Structure
    6. E-Mail Contact
    7. 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.
     

    9.2 Online-Help
    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.
     

    9.3 Printed Manual

    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:

    1. 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.
    2. 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.

    9.5 Database Structure
    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.
     

    9.7 E-Mail Contact
    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.


    9.8 Web Integration
    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:

    1. 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.
    2. 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.
    3. 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.
    4. 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.
    5. 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
    1. Basic Version
    2. Light Version
    3. Pro Version
    4. Remarks on Pay-In-Advance Schemes


    10.1 Bibliographix Basic

    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:


    10.2 Bibliographix Light

    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
     

    10.3 Bibliographix Pro

    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:



    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.