About Biblioscape

Biblioscape is a software package that helps an individual or a group of users to collect, manage, and publish research information. When it was first released in 1998, Biblioscape could only manage references. Over the years, more modules have been added to manage other types of information. These include notes, tasks, idea charts, libraries, categories, and compositions.

Who Biblioscape is designed for:

What the main features of Biblioscape are:

Biblioscape is not just a single user desktop tool. It is designed for a multi-user environment with multiple access points. The Biblioscape server package includes a database server for sharing a database locally and remotely, a web server to make your database accessible through web browsers, and an ODBC driver for accessing Biblioscape database from other applications.

Is Biblioscape right for you?

If this is the first time you have heard of Biblioscape and don't know if it is worth the time to explore, you have come to the right place. Since Biblioscape has several modules, each with lots of features, it is easier to divide potential Biblioscape users into several groups. Under each group, the needed Biblioscape features are listed, plus a recommendation about which Biblioscape edition to purchase.

I am an undergraduate student. I am looking for a tool to help me write term papers and a thesis. Since undergraduate students do not need to submit their writings to an academic journal, the advanced formatting power of the references module won't be needed. In most cases, the Lite edition will be enough.

I am a graduate student. I need a piece of software to help me write my thesis, collect references, manage my research notes, and prepare the manuscripts for journal publication. Graduate students need to read a lot of papers. While reading, they need a well integrated tool to take notes. When it is time to prepare the manuscript for publication, it will be much easier to let computer software generate the formatted citations and bibliography. Biblioscape Standard edition can do all the above.

I am a college professor. I need to manage all my research related information in a single place. Professionals usually have a large collection of references and notes on diverse subjects. Biblioscape Professional edition is designed to manage large collections and even publish them on the web.

I need to manage a small library. Biblioscape Librarian edition is designed for department libraries, personal libraries, or libraries of research groups.

I am a member of a research group and am looking for a tool to:

BiblioRemote server can be used to share a common database among all users. Users from different locatioins can open the same database through BiblioRemote as if it is on their local machine. BiblioRemote comes with Biblioscape installation with 3 concurrent users support. More can be purchased.  Biblioscape Pro and Librarian editions comes with BiblioWeb server. BiblioWeb is designed to make Biblioscape database available on the Web with minimal effort. Without the need for any third party software, your Biblioscape database can be published on the Web with just a few button clicks.

Biblioscape editions

Since Biblioscape is designed for different users to be used in different settings, it is sold in different editions. Each edition includes different modules and features tailored for a special group of users. There are no different downloads for each edition. You only need to install the trial copy. Once registered, the registration key will turn the trial copy into the edition that you have purchased.

Lite edition

The Lite edition is for undergraduate students to do research projects or write term papers. The notes module and references module are included for collecting research notes and formatting citations. Since undergraduate students usually do not need to submit papers for publication, some features are disabled like switching to a different citation style, global editing, etc.

Starndard edition

Graduate students have to collect lots of references for different projects, take research notes linked to references, write a thesis and for peer reviewed journals. The Standard edition can satisfy all these needs. Biblioscape Standard can generate formatted citations and bibliographies according to a selected style. If a paper is rejected, all the citations and bibliography can be changed to another journal style instantly.

Professional edition

For professors and researchers, Biblioscape Professional edition includes all the features in the Standard edition, plus the tasks module, charts module, categories module, composition module, and BiblioWeb server to publish Biblioscape database on the Web.

Librarian edition

If a research group has to manage a small library, Biblioscape Librarian edition can be used to manage not only catalogs, but also journal subscriptions. The Librarian edition includes 7 sub-modules: catalog, serials, circulation, interlibrary loan, borrowers, lenders, and suppliers. It is designed for a personal, group, or department library.

Biblioscape feature matrix

Biblioscape consists of several modules and the software is sold in different editions. The Lite edition can be used to organize references, import bibliographic records from different sources, generate a reference list, etc. If you need to use Biblioscape to convert a document with temporary citations into a formatted document with citations and bibliography properly generated according to a particular output style, you need to purchase the Standard edition. For users who want to go beyond what traditional bibliographic software can do, the Professional edition offers 4 extra modules. The Task module is for managing your ToDo lists related to your research. The Chart module can be used to build all kinds of flow charts, organization charts, and link a chart object to references, notes, etc. The Categories module is for tagging records from other modules, as well as building a knowledge base according to the principles of Topic Maps. The Composition can be used to compile your notes into a final draft with table of contents and index automatically generated. The Librarian edition can be used to manage a small library. It includes the following sub-modules: Catalog, Serials, Circulation, Interlibrary Loan, Borrowers, Lenders, and Suppliers. Both the Professional and Librarian editions include the BiblioWeb server, which allows you to publish your reference database on the Web. All versions except the Lite edition include the BiblioRemote server, which allows you to open a Biblioscape database that resides on a remote machine.

Here is a detailed feature list available in different editioins.

Features  Lite  Std  Pro  Lib
General        
Folder: Organize records into folders. A single folder tree for all modules. Any query can be added to the folder tree as a search folder. A link folder can be created to make records reside in more than one folder.  x  x  x  x
Search: Full text fast search returns results instantly. Search words are highlighted in result record display. Advanced search is available to query against individual fields with logical operators. Any search can be saved as a search folder.  x  x  x  x
Cross links: Link a record to any record from other modules, as well as Web URL, file, or free text.  x  x  x  x
Preview: Live preview panel can be used to edit records without openning it. Formatted preview is also available with hyperlinked search words.  x  x  x  x
Field lookup: Lookup Lists display all unique values of a selected data field, along with the number of occurrences of each unique value. Relevant records can be retrieved by double clicking a list item.  x  x  x  x
Delete and restore: Recycle bin holds all deleted records. Deleted records can be restored with a single click or to be permanently removed from the database.  x  x  x  x
BiblioRemote: Open a remote database through BiblioRemote server. The remote database can reside on another computer in the same building or in another country.    x  x  x
References module        
Import filter: Bibliographic data from any data sources can be imported with a proper import filter. The user can create new or edit existing import filters.  x  x  x  x
Output style: References can be displayed in any any style, for example MLA, APA, etc. A large number of styles are provided for different journals. Users can also create new ones.  x  x  x  x
Capture references: Search Web-based bibliographic databases from inside Biblioscape, and click a button to capture search results into a Biblioscape database with the right import filter. New import filters can be created by users.  x  x  x  x
Global edit: The content of a data field can be changed at once for all selected references.    x  x  x
Eliminate Duplicate: Duplicate records can be found and removed. Fuzzy search is supported for finding duplicates.    x  x  x
Citation and bibliography: Format manuscript to convert temporary citations into formatted citations and bibliography according to the selected style.    x  x  x
Word processor: Integration with Microsoft Word and Corel WordPerfect.    x  x  x
Natural citation: Use words or phrases to uniquely identify a reference in a temporary citation instead of using a Reference ID. If references are moved to another database, temporary citations don't need to be changed.    x  x  x
Notes module        
Take notes and organize notes in a tree structure. The text in your note can be formatted with all the standard options, including fonts, color, background color, superscript, subscript, paragraph alignment, bullet list, number list, etc. Notes can be used to organize captured Web pages. All the graphics and hyperlinks of captured web pages can be properly displayed.  x  x  x  x
Categories module        
Categories tree: Organize categories in a tree structure.  x  x  x  x
Tagging: Classify records from other modules like references and notes with categories.  x  x  x  x
Linking: Link a category to records from other modules.      x  x
Topic maps: Build topic maps like structure using categories.      x  x
Tasks module        
Create and organize tasks in a tree structure. Group tasks by Priority, Status, Date Created, etc. Track the progress of a task by marking its percentage completed.      x  x
Charts module        
Draw a flow chart with an easy to use chart editor. Link chart objects to records from other modules including references, notes, etc. Organize your charts in a tree structure. The position of each chart in the tree can be rearranged by drag and drop.      x  x
BiblioWeb        
Publish databases on the Web with BiblioWeb server. No other web server required. Runs on any Windows machine. Full text search runs fast returning results instantly. Search words are highlighted. Users with a Write account can add new references to the database using a Web browser. Import references over the Web with the right import filter, so you don't need to enter references one by one. Marked references can be displayed in any of the output styles that exist in Biblioscape.      x  x
Composition module        
Organize notes into an outline. The same note can be reused in multiple outlines. Drag and drop references to cite or added to the suggested reading list. Drag and drop records from categories module as index terms or glossary terms. Compile the notes into a final draft with table of contents, index, suggested reading list, glossary, plus formatted citations and bibliography.      x  x
Library module        
Manage library collection data using 56 data fields, organized into several groups including Bibliographic, Holding, Request, Order, Serial, and General. Manage serials and related activities including tracking, routing, etc. Display circulation activities by borrower, status, subject, etc. Checks out books for library patrons, add notes, easily change due dates. Checks in books returned by borrowers. Automatically reminds librarian about Hold status. Puts a hold on a checked out book. Shows a reminder when that book is returned. Manage inter-library loan requests, track loan status, log shippings, etc. Manage borrowers, lenders, and suppliers.        x
         
         

 

Biblioscape modules

After several major releases, Biblioscape has evolved from a traditional bibliographic software into a Research Information Manager. Biblioscape helps researchers to get all kinds of information organized in a single database, and link them together to build a knowledge base. It consists of 7 modules addressing different aspects of a researcher's needs.

Core modules

  • References module is for storing, managing, and searching for bibliographic references. Bibliographic records from different sources can be imported into a Biblioscape database with the appropriate import filter. References are organized into folders. Several searching tools are provided to query the database.
  • Notes module is designed to collect any free text information that does not fit into the reference database. A note can be your ideas, comments, background information about an author, etc. Notes are organized in a tree structure. A note can be linked to other notes, references, tasks, etc.

Advanced modules

  • Categories module is for users with a large database. It can be used as a tagging system to classify your information including references, notes, tasks, etc. It can also be used to build a knowledge base with concepts organized in a tree structure and linked to references, notes, web page, files, etc.
  • Tasks module is a simple To Do list manager that is integrated with the References and Notes modules. It is designed to manage tasks related to your research, so you won't need a separate program for it. Tight integration with other modules of Biblioscape make it an ideal tool to manage research related tasks.
  • Charts module can be used to draw flow charts, organization charts, etc. A chart object can be linked to the References, Notes, Tasks, and Library modules. You can draw a chart to express ideas and procedures in your research, and use SQL to connect objects in your chart to other modules in Biblioscape.
  • Composition module is for book and thesis writing. For a large writing project, you can use the composition module to assemble your notes into an book outline, inset references as citations or suggested reading, add records in the categories module as index term or glossary term. You can then compile a final draft with table of contents, index, formatted citations and bibliography, suggested reading list, and glossary all automatically generated.

Web modules

  • Internet module can be used to search online bibliographic databases via a web browser. With a single button click, your web search results can be captured into a Biblioscape database. Besides capturing bibliographic records, you can also use the Internet module to capture web pages.
  • Biblioscape also includes a web server application, BiblioWeb. With just one button click, your bibliographic database can be published on the Web. Web users can be assigned Read or Write privileges to browse, search, even add and delete bibliographic records using a Web browser. This is the easiest way for a research group to share a common bibliographic database on the Web.

Library modules

  • Library module is for managing a small research library. It could be a researcher's personal library, a department library, even a small corporate library. It includes 7 sub-modules to handle different tasks in library automation. These are: Catalog, Serials, Circulation, Interlibrary Loan, Borrowers, Lenders, and Suppliers.

 

About Biblioscape documentation

Biblioscape documentation is maintained by a team which includes Biblioscape tech support people, TeamBsp members, and volunteers. Any registered users of this web site can become a volunteer and add pages to Biblioscape handbooks. The site admin and TeamBsp members have the privilege to edit the contents submitted by volunteers.

Biblioscape user community README first

Welcome to the Biblioscape user community.

Biblioscape user community is for everyone. It includes developers, tech supports, expert users, power users, neophytes, even surfers just looking for the right tool. We all communicate in English, but are not necessarily native speakers. Some power users contribute import filters and output styles, some may help others by answering questions. To build a community of people with such diverse backgrounds, we all have to respect each other. Tech savvy users have to be patient with computer-challenged people and explain things in step by step detail. English speakers may have to ask twice when they don't fully understand a post with broken English. We don't want to make this community like some user groups where novice users are afraid to ask questions.

What you get out of it depends on what you put into it. Biblioscape is a feature rich powerful tool. The drawbacks of such tools is a steep learning curve. The number of modules and the amount of features may be daunting at first. You should start with the basics, learn just the parts that you need, and expand your knowledge gradually. Once you are comfortable with the basics, you may want to learn how to make import filters to import references from different sources, and how to create output styles for different journals. You may then realize that to create a really flexible and powerful import filter, you have to know regular expressions. In order to build a special purpose query, it will help a lot if you know SQL. If you do not have a strong background in software use, it may take a while for you to take advantage of all the things Biblioscape offers. But the good news is that you can grow with such a system.

Ask questions in a proper way in the right forum. The number one purpose of this web site is to provide a place for users to ask questions. But it works very differently from email based tech support. In an email, you can bundle 10 issues in a single email. But in the forum, you should only include one issue per posting. To make the forums a more pleasureable and productive experience for all, be sure to read and keep in mind the forum posting tips.

A user community will not survive if no one jumps in and helps out. The contribute page mentions a number of ways you can help out the community. Once you have Biblioscape installed and running, you are qualified to help others. Actually the best help a user can get is from his/her peers. If you have just figured out a problem, many others may face the same problem. While your memory is fresh, you can write the best help postings. A power user or a developer cannot match that; once they know more about the system they have lost the perspective they had when they'd just solved a problem.

Commenting on the online book pages

In order to keep the online book clean and up to date, please follow the rules listed here when adding comments to book pages. The book editors reserve the rights to delete inappropriate comments. Comments are hard to maintain, often unvalidated, and will confuse readers; thus, the following kinds of comments are discouraged:

  • Bug reports and feature requests. Please use the forums instead.
  • Questions should not be asked in book page comments. Please post them at the discussion forums.

The following kinds of comments can be posted in a book page:

  • Comments about additional facts about the relevant topic. 
  • Comments about mistakes in a book page.
  • Comments about what pages should be added. 
  • Links to similar content in the online books, links to relevant forum topics, or links to external sources.
  • Explanations of terminology for novice users.
  • Suggestions for content improvement and outline reorganization.

If your questions are successively resolved in support forums, you are welcome to post a comment about it in the relevant book page. It may be very helpful to other users. Periodically, book editors will incorporate these kind of comments to the book page.

Documentation writer's guide

Documentation is team work. Every one can contribute. Once you are registered at this web site, click the "Add new comment" to give your opinion about a page. You also have the privilege to post a new forum message. Once you have established credibility and want to add new pages to the online books, you can email support@biblioscape.com asking for permission. In most cases, we will add the page for you. Only for trusted long time Biblioscape users and contributors, you will be given the privilege to add a page to one of the online books directly. Other members can only read your page, only TeamBsp members can edit and re-organize any book page.

 

Documentation in other languages

Biblioscape interface is English only. It is possible this may change in the future. For now, the only thing you can translate is the user's manual. Since almost all users of Biblioscape have at least a college degree, adding locale support to the program user interface is a low priority. 

If you are interested in translating online books into another language, please email: paulchen@biblioscape.com

如果你有兴趣将Biblioscape资料译成中文,请联系: paulchen@biblioscape.com

The evolution of Biblioscape

Biblioscape was first released at the begining of 1998. For the first 3 major releases, Biblioscape was designed just as a bibliographic tool to generate citations and a bibliography. There were about 10 other bibliographic software products on the market doing about the same thing. Most of them were first released in the early 80's DOS era. Biblioscape introduced two new features to bibliographic software - web access and organizing references by folders. Starting from version 4, several new modules were added. The most significant addition is the notes module. Up to version 4, Biblioscape used Borland Database Engine (BDE) to store and access the data. Biblioscape 5 starts to use a new database engine. Unlike BDE, the new database engine won't let you use different databases as the backend. But group use on the Local Area Network (LAN) or even over the Internet becomes much easier to set up. Biblioscape 6 changes are mostly in the formatting engine: It brought Biblioscape to the same level as the leading bibliographic software EndNote in the formatting area. So users from the soft sciences fields are now much better served. Biblioscape 7 improvements concentrate in the area of usability. The changes are in all levels from database structure to the user interface. A new Categories module is introduced as the new way to organize and classify records from all other modules.

What's new in Biblioscape 7

Biblioscape 7 is the most important upgrade since the version 4 release. All modules are now organized under a single folder tree. A new categories module has been introduced to better organize items. User can now open multiple records at the same time. Cross module search has been added and search words are highlighted in the results display.

General:

  • The application has 3 panes: folder, records list, and tabs pane. The tabs pane is new and it is mainly used for querying the records. Both folders pane and the tabs pane can be hidden or minimized.
  • You can now manually change the ordering of records in a tree structure. This applies to the folders, notes, tasks, charts, and categories modules.
  • Cross module search is now possible. You can enter a search string to search against all the records from references, notes, tasks, charts, categories modules and the links.
  • Highlighted search is supported for full text search (not advanced search). All the search words are highlighted in different colors in the hits record preview.
  • Individual records are now displayed in a separate window, so you can have both the records list and individual records displayed side by side. Or you can switch between them easily.
  • Any record from any module can be linked to any other record from any module.
  • All the records from different modules can be flagged in 8 colors.
  • The color categories feature is added to all modules.

Folders:

  • The meaning of folders has changed. There are two types of folders: physical folders and virtual folders. Virtual folders include link folders and search folders. The relationship between a physical folder and the records under it has become one to many. A record can only be under one physical folder. The many to many relationship between folders and records in earlier releases are now handled by link folders.
  • In earlier releases, only references were organized by folders. Now all the records from references, notes, tasks, charts, and categories modules are organized by folders, very much as Outlook folders work.
  • You can now convert any search to a search folder. The search folder can be organized in the same way as a regular folder in the folder tree. A search folder can only retrieve records from the same module.

References:

  • Notes are displayed in the reference record window. The user can now add or edit notes without leaving the reference window.
  • Linked records are displayed in the preview pane.
  • The folder field can be used as the subject header in a subject bibliography.
  • Bug fixes in reference format and import engines.

Notes:

  • Notes records are now organized by folders. The user can manually re-order each note in a notes tree.
  • References are displayed in the note record window. The user can search, link, and cite references without leaving the note record window.
  • An organization chart view is added to display the notes list.
  • The note editor formatting features are improved.

Tasks:

  • Tasks records are converted from a table structure to a tree structure, allowing you to have sub-tasks.
  • The task orders can be manually changed.

Charts:

  • You can now easily link folders, references, notes, tasks, charts, and categories records to individual chart objects. So a chart can be used to model your data.

Categories:

  • This new module is added for tagging records from other modules.
  • The categories module can be used as the centerpiece for information management. Topic maps like features are supported for knowledge organization and management.

What's new in Biblioscape 6

Biblioscape 6 doesn't have many changes in the user interface. But underneath, major improvements were made in the core of the reference module. All major styles are now supported, including those used in soft science fields with footnotes or endnotes. Regular expressions can now be used in an import filter. This makes it possible for Biblioscape to handle any kinds of tagged file with ease. Here are the main improvements in Biblioscape 6.

Styles and formatting

  • Documents with large graphics and OLE objects can now be handled for formatting.

  • Temporary citations can now be added to footnote or endnote when using styles that support notes style bibliography.

  • In style editor, options were added to handle formatting and sorting anonymous works.

  • In style editor, end page can be formatted as 2-digits number.

  • In style editor, a check box were added to remove periods in journal name.

  • In style editor, ambiguous citations can now be handled in 4 different ways.

  • In style editor, subsequent works by the same authors can now be handled in both citations and bibliography.

  • In style editor, multiple citations can now be sorted by 5 different ways. So it is no longer necessary to do the sorting in temporary citations.

  • In style editor, Title field can now be formatted in 3 ways: as is, headline, sentence.

  • In style editor, repeated citations in footnotes or endnotes handling is now supported.

  • In style editor, references section layout can now be specified using indentation and spacing properties.

  • In style editor, authors list cutoff is now handled in a better way.

  • In style editor, "cited pages" field is added for formatting. Cited pages is not stored in the database, but added by authors inside temporary citations in footnotes or endnotes.

  • Two fields "Favorite" and "Category" were added to style table. Styles can be sorted or grouped by these two fields.

  • All major styles are now supported, including Chicago, MLA, APA, Turabian, ACS, CBE, Harvard, Vancouver, etc. Styles for citing inside footnotes or endnotes starts with "*" in their names.

Import filters

  • Regular expression can now be used in import filter to match tags in import file. Regular expression string should be added inside RE(...)RE.

  • Two fields "Favorite" and "Category" were added to import filter table. Import filters can be sorted or grouped by these two fields.

Others

  • Subject bibliography support is added under "File | Print Bibliographies". Any field can be selected as the subject and any output style can be used to generate the formatted list. Both subject and the number of counts can be used to sort references in ascending or descending order.

  • Regular expression is also added to the "Edit | Find" and "Edit | Replace" window. When the box "Regular Expression" is checked, the text in the "Find" box is treated as regular expression pattern.

  • Better support for international users. Now switching to another language is as easy as going to the "Tools | Options" window and change two settings on the "Format Manuscript" tab. All major languages are supported including all European languages, Chinese, Japanese, Korean, Arabic, Hebrew, etc.

  • An "Import from Clipboard" button is added to the import window. So user can copy records from a Web page, go to Biblioscape import Window to click this button without going through save a file and import that file.

What's new in Biblioscape 5

The changes in Biblioscape 5 are mostly in the database backend. Earlier versions of Biblioscape depended on Borland's Database Engine (BDE) for all database related operations. BDE is fast and allows users to use several popular databases like Paradox, Access, and InterBase for data storage. But there are problems with BDE. First, Borland will no longer develop BDE. Second, BDE is used by lots of other applications like WordPerfect Office. This can cause database stability problems for some users because of version and setting conflicts. We have replaced BDE with a new database engine that is fast, reliable and extremely easy to setup for a multi-user environment.

Biblioscape 5 can be used by a single user with a database on the local drive, by a group of users with a database on the file server, even by users from different countries accessing the database through the Internet. For remote access, Biblioscape comes with the BiblioRemote server which lets users open a remote database and use it the same way as if it is on their own machine. Biblioscape also allows remote access using a web browser interface through the BiblioWeb server. BiblioWeb is completely redone to provide more features and a cleaner interface.

What's new in Biblioscape 4

Biblioscape 4.0 is a major upgrade. Several new modules are added including BiblioWord, Notes, Tasks, Charts, and Library. This has changed Biblioscape from a traditional bibliographic software into a new type of software which we call a Research Information Manager.

Database

  • 19 data fields are added for the reference table. This has made Biblioscape more flexible when more reference types needs to be added.

  • Keywords field is changed from a string field to memo field. That means the 255 characters per record limit is removed.

  • Field Date_freeform was added for storing incomplete date, like "Jan. 1993", "Winter 2000".

Interface

  • User interface has been improved to have the look and feel of Microsoft Outlook model. An outlook bar was added for easy access to different modules.

  • Menu systems and tool bars are now fully customizable, just like the way Microsoft Office applications do it.

  • All major data grids are customizable. User can choose to display any fields by drag and drop. Data can be grouped by any field at multi-levels. All these changes can be saved and recalled.

References

  • 8 new reference types are added as default. These are: Bill, Case, Film or Broadcast, Hearing, Manuscript, Music Score, Serial, and Statute.

  • Reference editor has been re-written. For fields Authors, Journal, and Keywords, the nearest match will be shown as user type during data entry. This will help maintaining data consistency as well as saving time.

  • A new search tool called Dynamic Folder which let user organize saved queries in a tree structure. Click a blue folder will open all references satisfying the search criteria.

  • If you need to move the content of one data field to another, use the new Move Field utility.

BiblioWord

  • This is a new module in version 4.0.

  • A full featured word processor integrated with References module. User can just drag and drop references from the right of the Window to insert temporary citations.

  • Support graphics, tables, OLE, live spelling check, thesaurus, etc.

Internet

  • The Resources editor is improved for organizing Web based bibliographic resources.

  • Capture a Web page into Biblioscape database as a note or reference.

Notes

  • This is a new module in version 4.0.

  • Manage all your free form information like ideas, notes, author information, tips, comments, etc. Notes are organized in a tree structure.

  • Link a note to other types of information in your database, like references, tasks, Web sites, local files, library catalog, etc.

  • Find your note with indexed search and advanced search. You can also display notes in a table where they can be sorted and grouped.

Tasks

  • This is a new module in version 4.0.

  • Manage tasks related to your research.

  • Tasks can be sorted, grouped, and linked to other modules in Biblioscape.

Charts

  • This is a new module in version 4.0.

  • Best for presenting your ideas. Each chart object can be linked to references, notes, tasks, library. So it is the best tool for building your knowledge map.

  • Chart editor include all the handy tools and very easy to learn.

Library

  • This is a new module in version 4.0.

  • This module is designed for managing a small library. It includes 7 sub-modules: Catalog, Serials, Circulation, Interlibrary Loan, Borrowers, Lenders, Suppliers.

  • Catalog items can be created from records in References module with one click.

BiblioWeb

  • Interface design has be improved, some small icons are removed to give a uncluttered view.

  • The limit on number of folders displayed is removed.

  • Rich text document can be downloaded and viewed in browser if Word is available.

  • New license option: concurrent user license.

  • The file "web_post_hide.txt" under "\Global" directory can be used to control which data fields to hide when posted to the Web.

 

Installation and removal

This chapter deals about installation, removal, group installation, upgrade, transfer database, transfer settings, etc.

Installing Biblioscape

Biblioscape is designed to be installed by any user. Whether or not you have an administrator account on your computer (normally, Windows programs can only be installed if the user has administrator rights), you can install Biblioscape. As a result, there is no shortcut created automatically and Biblioscape is not added to the Windows programs list, although it is very easy to do that manually after installation.

Installation

  1. Create a new folder on your hard drive. We call this the "installation folder". If you have Windows Vista, do not create this folder under "C:\Program Files\". We recommend you create the installation folder at "C:\Biblioscape 7\".
  2. After downloading the Biblioscape installation file "bsp7.exe" from the web, double-click the executable to run it. You will be prompted about the installation. Click the OK button.
  3. The WinZip self-extractor window will appear. Click the "Browse..." button and select the folder you created in step one. Click the UnZip button. Biblioscape will be uncompressed to the folder you selected. After unzipping, Biblioscape will start automatically if you leave the option checked.

Please read the license agreement in the Biblioscape installation folder. If you have a previous version of Biblioscape on your computer, please install the new version to a different folder. There is no need to uninstall the previous version. The installation of Biblioscape itself takes about another 30 megabytes.

Windows 95, 98, Millenium, NT, 2000

Any Windows account can install Biblioscape. Your account can be an administrator, a standard user, or a restricted user. The installation folder can be in any place. For example: "c:\program files\Biblioscape 7\", "c:\Bibliosacpe 7\", "c"\my downloads\", or "My Documents".

Windows XP

Windows XP does not allow users with a limited account to write to most folders. If you have an administrator account, you can install Biblioscape in any folder you want. But if you want others with limited accounts to run it, you have to put the installation folder in a place where every user has write privileges, for example: "C:\Shared Documents\Biblioscape 7\". If you only have a limited account, you can install Biblioscape under the "Shared Documents" folder if you want others to run it. Or you can put the installation folder under "My Documents".

Windows Vista

Windows Vista is more restrictive than Windows XP for security reasons. Even if you have an administrator account, you cannot install Biblioscape under the "C:\Program Files\Biblioscape 7\" folder because Vista won't let Biblioscape write files in sub-folders of "C:\Program Files\Biblioscape 7\". You must put the installation folder in a place over which you have full control, for example, "C:\Biblioscape 7\" or "C:\manual\biblioscape7\". If you want others to be able to run it, you have to put the installation folder in the Public folder. If you don't have administrator privileges, users with standard accounts can still install Biblioscape by putting the installation folder in the folder with your login name, or the public folder.

System Requirements

Biblioscape runs only under Windows 95, 98, Millennium, NT 4, 2000, XP, and Vista. It also runs under 64 bit Vista and XP. Users have run it under WINE on Linux with success. It does not run under Windows 3.1, or other operating systems (Macintosh, UNIX). But, once published on the web using BiblioWeb, users can access a Biblioscape database with any computer (PC, Macintosh, and UNIX workstations…) through a web browser. Web access includes searching the Biblioscape database, retrieving references in any desired format, modifying existing records, and even adding new records and formatting documents. BiblioWeb requires Biblioscape Professional or Librarian editions. But all features of Biblioscape are available for the first 100 runs in the trial edition.

Creating a shortcut

Since Biblioscape is not installed by an installer, there is no shortcut created. You can use Windows Explorer to run Biblioscape by double clicking the file "Biblioscape.exe" under the Biblioscape installation folder. To create a shortcut, drag "Biblioscape.exe" to your desktop using the right mouse button. Release the right mouse button and select "Create Shortcut". Once you've done this, you can run Biblioscape by double clicking the desktop shortcut icon.

Windows XP: It is also possible to add Biblioscape to the Windows Start menu manually, as would normally be done by an installer. To do this, simply use the Windows Explorer to create shortcuts to Biblioscape, BiblioSidekick, Rebuild and any other applications you want in the start menu. Then paste these shortcuts into the "Start Menu" folder under your computer or user name. The applications will now appear in the Windows start menu.

Don’t have Internet connection

If your computer does not have an Internet connection, you will need to download the installation file to a USB drive using a computer with Internet access. Then you can copy it from the USB drive to your computer to install it.

Install the Add-in for Corel WordPerfect

Several WordPerfect macros are installed in the "...\Biblioscape 7\Tools\" folder. To run these macros, please go to the menu command "Tools | Macros | Play..." in WordPerfect. Go the the "Tools" sub-folder under Biblioscape installation and run the macros. The marcos under Biblioscape Tools folder require saving your WordPerfect document as RTF file. RTF is a Microsoft standard. It is not very well implemented in WordPerfect. If you have complicated formatting in your WordPerfect document, going through RTF may lose some formatting. With Biblioscape, tt is also possible to format your WordPerfect document natively without going through RTF. Please read the section Integration with Corel WordPerfect for more information.

Install the Add-in for Microsoft Word

If you have Microsoft Word 6, 7, 97, 2000, 2003, or 2007 on you computer, you can install the Biblioscape Add-in template file into Word. Biblioscape-related menus will be added to the Word menu system and you can format a paper without leaving Word. To install the Add-in, first locate the “Startup” folder where Word is installed. Then copy the file “bib_word.dot” from the Biblioscape “Tools” folder into the Word “Startup” folder. The next time you start Word, the template will install itself and add Biblioscape-related menus into Word.

Remove Biblioscape

Since Biblioscape is not installed by a Windows installer, removing it is very simple. Just delete the Biblioscape installation folder; the job is done. If you have created a desktop shortcut, select the shortcut and press the Delete key to remove it.

Run Biblioscape from a USB drive

You can run Biblioscape from a USB drive. This feature is very convenient for users who need to take the application with them to the library, attend a conference, etc. When you run Biblioscape from a USB drive on a public computer, it changes to the trial edition. Since the trial edition is fully functional for 100 runs, this won't be a problem -- it is unlikely that you will use the same public computer to run Biblioscape more than 100 times.

  1. Copy the Biblioscape installation folder and all its sub-folders from your hard drive to the USB drive.
  2. On the USB drive, create a folder named "usb" under the Biblioscape root folder.
  3. Copy all the files in your database folder to the "usb" folder created in the last step.
  4. Take the USB drive to another computer. Double click "Biblioscape.exe" on the USB drive to run it. The database in the "usb" folder will be opened automatically. At startup, if Biblioscape detects a "usb" folder under the root folder, Biblioscape will open the database in the "usb" folder automatically.

 

Major upgrades and minor upgrades

Major upgrades include major changes in program design and database structure. They are released about every two years. Minor upgrades include mainly bug fixes and minor improvements. Immediatly after a major upgrade, you may see minor upgrades on a weekly basis. After a major upgrade stablizes, you will see minor upgrades released on a monthly basis. Here are the differences between major upgrades and minor upgrades.

  • Major upgrades are not free. Minor upgrades are always free of charge.
  • Major upgrades need to be installed on a different folder from the previous installation. Minor upgrades are installed on the same folder and replace previously installed files.
  • After installing a major upgrade, you will have a trial period with all features unlocked. Installing minor upgrades have no effect on your trial counter.

Install a major upgrade

A major upgrade is downloaded as a self extracting zip file. You can download the latest Biblioscape release at http://www.biblioscape.com/download.htm. You double click the downloaded file to install it. You should not install it over a previous installation. You don't have to remove the previous version. Just be sure to install a major upgrade to a new folder.

Install a minor upgrade

A minor upgrade is downloaded as a zip file. You can download the latest Biblioscape minor upgrade at http://www.biblioscape.com/download/bsp7_patch.zip. The release history can be found at http://support.biblioscape.com. Unzip it to your Biblioscape root folder. For example, if you have installed Biblioscape 7 before under the folder "C:\Biblioscape 7\", you should unzip minor upgrade 7.27 to the Biblioscape 7 root folder "C:\Biblioscape 7\". When prompted to replace existing files, click Yes to replace them.

Moving installation from one computer to another

If you have bought a new computer and want to install Biblioscape on it. But you want to keep all the customized settings, import filters, styles, etc., you can simply copy your Biblioscape 7 installation folder from the old PC to the new one. Run Biblioscape on the new PC and email support@biblioscape.com for a new registration key. You will receive up to 3 keys per purchase. You will find all the option settings, customized styles and import filters are copied to the new PC. The only thing that is not copied is menu and toolbar customization. Those settings are saved under your PC's registry.

If your database folder is not under Biblioscape installation folder, you have to copy your database folder to the new PC as well. On the new PC, run Biblioscape and go to "File | Database | Open Database". Select the "*.bsl" file under the copied database folder to open it.

Multiuser environment

Biblioscape supports multiuser environment in several ways. Biblioscape database can be shared by many users with a desktop interface as well as a web interface. So the first question should be: Which interface do you plan to use? The desktop interface gives you more features but cost more. The web interface doesn't require the installation of Biblioscape but has limited features. If needed, you can have a mixed solution.

Share a database with desktop application

  • Pros: All features are available (depends on which edition is purchased)
  • Cons: Each user needs to purchase a copy of Biblioscape. When openning a remote database, performance becomes slow.

Share a database on a mapped drive (not recommended): This is the easiest way to share a database among users. You simply put your database on a shared drive. This shared drive is mapped to a drive letter in each user's PC. End user just need to run Biblioscape and go to "File | Database | Open Database". Go to the shared drive, find Biblioscape database directory, and open the *.bsl file. Although the setup is very easy, there are a couple of drawbacks with this approach. When your database becomes large, the application will slow down. Because Biblioscape needs to load the whole database from the file server to your local machine, each time a query is run, it generates a huge amount of network traffic.

Share a database through BiblioRemote server (recommended): Instead of openning a shared database directly on a shared drive, we recommend using BiblioRemote server. BiblioRemote is included with Biblioscape installation. You can find it under "...\Biblioscape x\BiblioRemote\" folder. BiblioRemote is a database server. User can open a remote database located on the LAN (Local Area Network) or on the internet. All the database operations are handled by BiblioRemote server instead of each copy of Biblioscape. Compared to the shared drive approach, it is more robust and scale well. When used in a LAN, it gives good performance and it won't degrade rapidly as the size of your database grows.

Share a database with web browser

  • Pros: No installation needed for end users, so it cost less. Fast performance and easy to learn.
  • Cons: Only a limited feature set is available.

If your users only have a simple needs regarding the shared database, the web interface solution can be attractive. No software installation is needed. You only need to run BiblioWeb server which is installed with Biblioscape under the "BiblioWeb" sub-directory. There is no third party software needed. All you need to do is to run BiblioWeb.exe or set it up as Windows service.

Click here to learn more about BiblioWeb.
Click here to learn more about BiblioRemote.

Install Biblioscape on a network drive

If there are several users in your organization, and you don't want to install Biblioscape on each user's machine, you can simply install Biblioscape on a network drive and let everyone run Biblioscape from there. First, download the trial copy (a self-extracting zip file) from the Web at http://www.biblioscape.com/download.htm. Double click it to run and unzip it to a new folder on your network drive. That is all you need to do for installation. If you already installed Biblioscape on a local machine, you can simply move the Biblioscape folder from your local machine to the network drive because running installer is not needed for Biblioscape installation. User can go to the network drive and double click biblioscape.exe to run it. A network drive may be mapped to a drive letter in user's machine. The end user can drag and drop biblioscape.exe to their desktop using right mouse button and select "Create shortcut here". In the future, user can just dobule click the desktop shortcut icon to run Biblioscape.

Once installed, if you want another user to run Biblioscape from another machine in your network, please set the Biblioscape folder to be shared. Or you can make your Biblioscape folder on your machine a shared folder. Select the Biblioscape installation folder, click the right mouse button and select Properties. Go to the "Sharing" tab and check the boxes "Share this folder on the network" and "Allow network users to change my files". Other people on your LAN can browse to your shared folder and run Biblioscape from there.

If you want to install Biblioscape on a network drive and let several users run Biblioscape from there, please be aware that Biblioscape is licensed to an individual user, not a single machine. So each user needs to purchase Biblioscape and register it. 

Broadband router configuration for BiblioWeb and BiblioRemote

Most Web users in the US access the Internet through broadband connections (DSL or cable). In such cases, your Internet service provider (ISP) usually assigns a static IP based on the hardware ID of your DSL or cable modem. With a broadband connection, it is possible to run a BiblioWeb or BiblioRemote server on your home PC. But there are extra steps to be taken to make it possible.

Most likely you have a router connected to the DSL or cable modem. All your computers and other internet devices are connected to the router. To the outside world, all they see is the router. It controls the traffic between the Internet and your local area network (LAN). When you connect a PC to the router, the router will assign an IP address to that PC based on its hardware ID. If you run a BiblioWeb or BiblioRemote server on that PC, you need to tell the router to direct all the traffic on the port used to the relevant PC. You may have routers of different brands, but the setup is similar. Most of them support setup by using a Web browser. Open your browser and enter http://192.168.0.1 (or whatever the LAN IP address is for the router). You need to know the admin login name and password. This information can be found in your router's manual. Once you are logged in, there should be a hyperlink to assign incoming traffic from the Internet for different ports to the computers of your choice. You have to give a name, choose the port number, and select the computer to which the traffic will be directed on that port. For BiblioWeb, enter port 80 and select the computer where BiblioWeb will be running. For BiblioRemote, assign both port 12005 and 12006 to the computer where BiblioRemote will be running because port 12005 is used for database activities and 12006 is used for admin traffic.

Once you have configured the router to direct traffic on the above ports to the right computer, people on the Web can use your BiblioWeb or BiblioRemote server. If you are running Windows Vista, make sure the ports needed are not blocked by Windows Firewall.

Open a port in Windows firewall

In order to make your computer more secure, Microsoft enables the Windows firewall by default in Windows Vista. This pose a problem if you need to run the BiblioWeb or BiblioRemote servers. The following instructions show how to open the ports needed by BiblioWeb and BiblioRemote in Windows Vista firewall. If you run other security software that blocks Windows ports, please refer to its user manual for how to open a port.

  1. In Windows Vista, click the Start button and type "firewall". Select the suggested program "Windows Firewall".
  2. On the left pane, click the hyperlink "Allow a program through Windows Firewall".
  3. BiblioWeb uses port 80 by default. Click the "Add port..." button. Enter a name like "biblioweb" and port number "80". Chose TCP as the protocol and click the OK button. If you already have a web server using port 80, BiblioWeb will default to port 8001. In that case, enter port 8001 instead. Or, instead, you can click the "Add program..." button and enter the full path to BiblioWeb.exe and click the OK button.
  4. BiblioRemote uses ports 12005 and 12006 by default. Click the "Add port..." button. Enter a name like "biblioremote data" and port number "12005". Chose TCP as the protocol and click the OK button. Click the "Add port..." button again, and enter a name like "biblioremote admin" and port number "12006". Chose TCP as the protocol and click the OK button. Or you can click the "Add program..." button and enter the full path to "...\BiblioRemote\dbsrvr.exe" and click the OK button.

Biblioscape Server

Biblioscape Server includes two server software: BiblioRemote and BiblioWeb. Both server software are designed to let you share a Biblioscape database among users. They are installed with Biblioscape. So no separate installation is needed. You can test both servers in Biblioscape trial copy. Once registered, Biblioscape Pro includes one concurrent license for both servers. It can be used to provide single user remote access. For example, you can run the server in your work machine and access your database from home computer. Biblioscape Librarian edition includes 3 concurrent licenses. You can purchase more concurrent licneses if needed.

BiblioRemote Server

If there are several Biblioscape users in your organization and you all want to open a shared database, BiblioRemote server is the ideal solution. Although you can open a shared database by putting the database folder on a shared drive in your Local Area Network (LAN). There are dis-advantages in doing so. First, the performance of common operations in Biblioscape will be poor when the size of your database increases. Second, there will be a huge burden on your network when openning a large database this way. Both problems can be solved when you open a shared database through BiblioRemote server. With BiblioRemote, you also have more control over user privileges. When used in a LAN environment, you will achieve good performance even when openning a large shared database. Click here to learn more about BiblioRemote Server and its setup.

BiblioWeb Server

BiblioWeb is designed to provide web access to your Biblioscape database. So others can search, browse, even add records to your Biblioscape database without installing Biblioscape. All they need is a web browser. As BiblioWeb administrator, you can decide who can do what to your database by assiging Read or Write privilege. Unlike other web based application which requires expert knowledge to setup and maintain, BiblioWeb can be run by anyone. Beacause all you need to do is a double click of BiblioWeb.exe. The trade-off is a very limited customizability in BiblioWeb. So if you have an in-house web application development team, BiblioWeb may not be the best solution. You may achieve better result by using Biblioscape ODBC driver to access the database, and integrate Biblioscape with the rest of your web site. But if you are a regular user and want to get web access to your Biblioscape database easily, BiblioWeb server is the way to go. Click here to learn more about BiblioWeb Server and its setup.