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<chapter id="graphical-interface">
<title>The graphical interface</title>
<para>The graphical user interface is called &pyc;. It provides a
simple access to the most common features of the underlying
engine, &pyb; and lets you search, sort and modify bibliographic
entries. Moreover, direct insertion of references into
<ulink type="http" url="http://www.lyx.org/"><application>Lyx
</application></ulink> and <ulink type="http"
url="http://kile.sourceforge.net/"><application>Kile</application>
</ulink>, direct queries on Medline, and
saving selected references in different formats are also possible.
</para>
<sect1 id="gui-creating">
<title>Creating a new database</title>
<para>When &pyc; is opened, you can immediately begin to create a
new database. The type of this database will be determined when
you will save it the first time.</para>
<para>To add a new entry, you can use the <menuchoice>
<guimenu>Edit</guimenu> <guimenuitem>Add</guimenuitem>
</menuchoice> menu, directly the <guibutton>Add</guibutton>
toolbar button or click with the right button in the list window
and select <guibutton>Add</guibutton>.
</para>
<para>You will find more information on the main window's usage in
<xref linkend="gui-navigate" />.</para>
</sect1>
<sect1 id="gui-opening">
<title>Opening a database</title>
<para>To open an existing database, click on the
<guibutton>Open</guibutton> toolbar button or go in the
<guimenu>File</guimenu> menu, and select <menuchoice>
<guimenu>File</guimenu> <guimenuitem>Open</guimenuitem>
</menuchoice>.</para>
<figure id="figopen">
<title>Opening a database</title>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="figures/open.png" format="PNG"/>
</imageobject>
<textobject>
<phrase>Shows &app; open file window.</phrase>
</textobject>
</mediaobject>
</screenshot>
</figure>
<para>A file selection dialog will pop up (see <xref
linkend="figopen" />) and let you select a file. The type of the database
can also be selected. Opening an existing database, the type can be guessed if
you select <guibutton>- According to file suffix -</guibutton>.
</para>
<para>
It is also possible to open a file at a remote location (as well as a local file)
by typing the URI of the file (e.g. http://my.remote.site/pyblio.bib) using the
'Open Location' dialog, which can be invoked by the <menuchoice><guimenu>File</guimenu>
<guimenuitem>Open Location</guimenuitem></menuchoice> menu item.
</para>
</sect1>
<sect1 id="gui-navigate">
<title>Navigating in the entries</title>
<para>Once you have opened a database, or started to create a new
one, the main window (see <xref linkend="figmain" />) displays a
list of all the entries on the top part of it. The fields
diplayed here can be configured under the <menuchoice><guimenu>
Settings</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>
menu item.</para>
<tip>
<para>It is possible to display two types of combined fields:
<emphasis>-author/editor</emphasis> and <emphasis>-author/title-</emphasis>.
</para>
</tip>
<para>Clicking on an entry displays its full content on the lower part of
the window. It is also possible to use the arrow keys to navigate in the
upper list.
</para>
<para>If an entry contains an <emphasis>URL</emphasis> field,
clicking on the small button next to the url, the appropriate
application is launched to view the target object
(e.g. PDF viewer for pdf files, web browser for http address).
See <xref linkend="gui-edit" /> about how to add an URL field to
an entry. Alternatively, you can open the URL with the help of the
<menuchoice><guimenu>View</guimenu><guisubmenu>Resource</guisubmenu>
</menuchoice> submenu item or the <menuchoice><guimenu>Resource</guimenu>
</menuchoice> pop up menu provided for the item list. If an item contains one or
more viewable fields (like url) containing viewable resources, it is marked with
an icon at the left edge of the item in the upper part of the main window (see
<xref linkend="figmain" />).
</para>
<tip>
<para>You can set the viewable fields and the applications used to view the resources
in the 'Resource' tab under the <menuchoice><guimenu>Settings</guimenu>
<guimenuitem>Preferences</guimenuitem></menuchoice> menu.
</para>
</tip>
<para>Clicking on an entry while pressing the
<keysym>Shift</keysym> key extends the selection to the clicked
entry. A click while pressing the <keysym>Control</keysym> key
toggles the entry without altering the state of the rest of the
selection. With copy and paste, or by drag and drop you can copy
one or more selected entries into a new window/database.</para>
<figure id="figmain">
<title>The main window</title>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="figures/main.png" format="PNG"/>
</imageobject>
<textobject>
<phrase>Shows &app; main window.</phrase>
</textobject>
</mediaobject>
</screenshot>
</figure>
<para>Clicking the right button of the mouse in the list opens a
contextual menu. With this menu you can:</para>
<itemizedlist>
<listitem>
<para>add a new entry</para>
</listitem>
<listitem>
<para>edit the currently selected items</para>
</listitem>
<listitem>
<para>view the resource associated with the selected item</para>
</listitem>
<listitem>
<para>delete the currently selected items</para>
</listitem>
</itemizedlist>
<para>Note that some of these menu options can be disabled for a
given database or entry, provided that the corresponding action
can't be performed.</para>
<para>By clicking on the column titles of the list, you'll sort
the entries according to the corresponding field.</para>
</sect1>
<sect1 id="gui-searching">
<title>Searching</title>
<para>&Pyc; offers a quite powerful searching mechanism. For searching
you can use the quick search entry of the toolbar or the search dialog.
To open the search dialog, click on <menuchoice> <guimenu>Edit</guimenu>
<guimenuitem>Search</guimenuitem> </menuchoice> in the menu.
The dialog that appears (see <xref linkend="figsearch" />)
displays a search form at the top.</para>
<figure id="figsearch">
<title>The Search dialog</title>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="figures/search.png" format="PNG"/>
</imageobject>
<textobject>
<phrase>Shows &app; search dialog.</phrase>
</textobject>
</mediaobject>
</screenshot>
</figure>
<sect2 id="gui-searching-simple">
<title>Simple searches</title>
<para>With a simple search, you can select the field that will
be searched and you can specify a regular expression to be
matched. <guibutton>- any field -</guibutton> means that all
the existing fields will be searched. This is usually more
time-consuming.</para>
</sect2>
<sect2 id="gui-searching-expert">
<title>Expert searches</title>
<para>An expert search is an expression that looks like:</para>
<programlisting>has('author','name') | -has('title','test')</programlisting>
<para> Such an expression means: select the entries where the
field <emphasis>author</emphasis> matches
<emphasis>name</emphasis>, or (symbol <symbol>|</symbol>)
where the field <emphasis>title</emphasis> does
<emphasis>not</emphasis> match <emphasis>test</emphasis>. The
boolean <symbol>and</symbol> is noted
<symbol>&</symbol>.</para>
<para>There are other commands available for this type of
search:</para>
<itemizedlist>
<listitem>
<para><command>has_key(<varname>keyname</varname>)</command>
searches on a key name.</para>
</listitem>
<listitem>
<para><command>has_type(<varname>typename</varname>)</command>
searches for entries of a given type name.</para>
</listitem>
<listitem>
<para><command>any_has(<varname>value</varname>)</command>
searches for the given value in all the fields of an
entry.</para>
</listitem>
<listitem>
<para><command>before(<varname>field</varname>,
<varname>year</varname>, <varname>month</varname>,
<varname>day</varname>)</command> searches for entries
where the specified date field is older than the
specified date.</para>
</listitem>
<listitem>
<para><command>after(<varname>field</varname>,
<varname>year</varname>, <varname>month</varname>,
<varname>day</varname>)</command>searches for entries
where the specified date field is younger than the
specified date.</para>
</listitem>
</itemizedlist>
</sect2>
<sect2 id="gui-searching-hierarchical">
<title>Hierarchical searches</title>
<para>After a search, only the selected items are displayed in
the main window. It makes it convenient to select a specific
author, and then browse its publications for example.</para>
<para> In addition, the results of all the searches are kept in
the tree located below the search form. Therefore, a new
search can be a refinement of a previous one. If you select
the tree item corresponding for example to all the articles
written by a certain Nostradamus, you'll be able to select
only those whose title contains the word eclipse.</para>
<para>Right-clicking in this tree pops up a contextual menu that
allows you to remove unuseful searches.</para>
<para>To select the full list of database entries again, just
click on the <emphasis>Full database</emphasis> item at the top
of the search tree, or push the 'Esc' button on the keyboard when
you are in the main window.</para>
</sect2>
</sect1>
<sect1 id="gui-sorting">
<title>Sorting</title>
<para>Clicking on the title of each column in the main index
provides some rudimentary way of sorting a database. A much
powerful method is to open the sort dialog (in <menuchoice>
<guimenu>Edit</guimenu> <guimenuitem>Sort</guimenuitem>
</menuchoice>). This menu, displayed in <xref linkend="figsort" />,
gives a list of fields which can be used as sort criterions, plus
a flag indicating how they are currently used. By clicking twice
on the item, it is possible to choose how the field will be used:
<itemizedlist>
<listitem>
<para>Nothing means the field is not in use.</para>
</listitem>
<listitem>
<para>A <symbol>triangle</symbol>-like symbol means sort in
<emphasis>ascending order</emphasis>.</para>
</listitem>
<listitem>
<para>An <symbol>upside down triangle</symbol>-like symbol
means sort in <emphasis>descending order</emphasis>.</para>
</listitem>
</itemizedlist>
</para>
<para>The order in which the sorting is performed depends on the
order in the list. To modify this order, simply drag and drop an
item to change its position. To make this sort order default, it
can be saved by clicking on the <guibutton>Set as default</guibutton>
button.</para>
<figure id="figsort">
<title>The Sort dialog</title>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="figures/sort.png" format="PNG"/>
</imageobject>
<textobject>
<phrase>Shows &app; sort dialog.</phrase>
</textobject>
</mediaobject>
</screenshot>
</figure>
</sect1>
<sect1 id="gui-edit">
<title>Editing</title>
<sect2 id="gui-edit-basic">
<title>Basic editing</title>
<figure id="figedit">
<title>The Edition window</title>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="figures/edit.png" format="PNG"/>
</imageobject>
<textobject>
<phrase>Shows &app; edition window.</phrase>
</textobject>
</mediaobject>
</screenshot>
</figure>
<para>The edition window is represented in <xref
linkend="figedit" />. On the right of each field, a symbol
indicates if &pyb; has been able to render all the information
given in that field. For example, a BibTeX field containing an
unknown command name cannot be correctly represented. In that
case, &pyb; provides a fake representation, and indicates it was
not able to do a good job on this field by setting a red symbol
on its right, instead of a green one.</para>
<warning>
<para>If you edit such an entry, you can loose the additional
information it contained. To avoid this, consider using native
editing (see <xref linkend="gui-edit-native" />).</para>
</warning>
<para>To edit the entries, simply type the corresponding text,
without any consideration for the database format being
used. For example, with <productname>BibTeX</productname>, don't
add any <symbol>{</symbol> or special characters to influence
the result, as they will be quoted by the system. For fields
requiring names (like author and editor), use the following
format: type one name per line, in the <emphasis>last name,
lineage, first name</emphasis> order. If an author or editor field
has too many names, you can end the list of names with <emphasis>
others</emphasis>; the standard bibtex styles convert this to
<emphasis>et al</emphasis>.</para>
<para>In addition to the standard fields, you can create your
own fields using the <guibutton>Create Field</guibutton> button.
</para>
<tip>
<para>You can customize the mandatory and optional fields for
the different type of entries. For example, associating the
<emphasis>URL</emphasis> field with a given type of entry, it is
possible to assign an url to an entry (e.g. the
location of the pdf version of an article or the address of a
website). See <xref linkend="figediturl" />. More information about
the association of fields can be found in
<xref linkend="gui-settings" />.</para>
</tip>
<figure id="figediturl">
<title>The Edition window - Optional fields</title>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="figures/edit2.png" format="PNG"/>
</imageobject>
<textobject>
<phrase>Shows the optional fields containing URL.</phrase>
</textobject>
</mediaobject>
</screenshot>
</figure>
<para>The following keyboard shortcuts are available during
edition (in addition to the standard ones provided by
Gtk):</para>
<itemizedlist>
<listitem>
<para>
<keycombo><keycap>Ctrl</keycap><keycap>TAB</keycap></keycombo>
to jump to the next field</para>
</listitem>
<listitem>
<para>
<keycombo><keycap>Shift</keycap><keycap>TAB</keycap></keycombo>
to jump to the previous field</para>
</listitem>
<listitem>
<para>
<keycombo><keycap>Ctrl</keycap><keycap>Enter</keycap></keycombo>
to accept the modifications</para>
</listitem>
<listitem>
<para><keycap>Esc</keycap> to cancel the edition</para>
</listitem>
</itemizedlist>
<para>To specify a crossreference to another entry, just drag the
entry from the main list to the
<guilabel>Crossreference</guilabel> field. To remove a
crossreference, drag an empty selection on the field. To
unselect all the entries, you might need to use the
<keysym>Control</keysym> key, while clicking on the
entry.</para>
</sect2>
<sect2 id="gui-edit-native">
<title>Native editing</title>
<para>For databases like BibTeX that provide a specific syntax
(called <emphasis>native</emphasis> syntax), it is possible to
directly edit the entry in this format. Just click the button
called <guibutton>Native Editing</guibutton> at the bottom of
the window and type the entry in its native form.
</para>
<para>It is also possible to type native commands in the normal
editing window. For example, if you want to use special LaTeX
commands like <command>\textbf</command> in a title, you can
type them directly in the Title field by preceding the text
with a <symbol>@</symbol> symbol (as the first
character). After that symbol, you have to use all the BibTeX
conventions (braces, backslashes,...), as none of them will be
escaped or modified by &pyb;.</para>
</sect2>
</sect1>
<sect1 id="gui-lyx">
<title>Using &pyc; with <application>LyX</application></title>
<para>It is possible to directly use &pyb; in order to insert
bibliographic references into LyX. It is done through the LyX
<emphasis>server</emphasis>. The path of the LyX server pipe can
be defined in the <menuchoice><guimenu>Tools</guimenu>
<guimenuitem>Preferences</guimenuitem></menuchoice> dialog of LyX.
The same path should be given in &pyb;'s settings
(the default value is ~/.lyx/lyxpipe).</para>
<para>Then, in &pyc;, it is possible to select one or several
entries and insert their references into a running LyX simply by
clicking the <guibutton>Cite</guibutton> toolbar button, or
selecting the
<menuchoice><guimenu>Cite</guimenu>
<guimenuitem>Cite...</guimenuitem>
</menuchoice>
menu item.</para>
<para>For the moment, it is the user's job to ensure that he/she
inserts entries corresponding to the actual database being used.
&pyc; does not handle the full job of bibliography generation;
therefore it is necessary to use <command>bibtex</command> as
described in the LyX documentation.</para>
<note>
<para>&pyc; can interact with <application>Kile</application>
(>= 1.6) practically in the same way, since <application>Kile
</application> can also read <emphasis>lyx pipe</emphasis>.</para>
</note>
</sect1>
<sect1 id="gui-formats">
<title>Saving selected entries in different formats</title>
<para>Selected entries can be saved in different formats using
the <menuchoice><guimenu>Cite</guimenu> <guimenuitem>Format...
</guimenuitem></menuchoice> menu item (<xref linkend="figformat" />).
</para>
<figure id="figformat">
<title>Formatting entries</title>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="figures/format.png" format="PNG"/>
</imageobject>
<textobject>
<phrase>Shows &app; formatting entries dialog.</phrase>
</textobject>
</mediaobject>
</screenshot>
</figure>
<para>As a result, a formatted output file is generated according
to a bibliographic style, either in HTML, LaTeX, Raw or Text format.
The &pyb; package contains some bibliographic styles, but own styles
can also be created easily. See also
<xref linkend="script-scripting-existing-pybformat" />.</para>
</sect1>
<sect1 id="gui-pubmed">
<title>Searching in PubMed</title>
<para>With &pyc;, it is possible to perform a Medline search. To
use this option, click on the <menuchoice><guimenu>File</guimenu>
<guimenuitem>Medline query...</guimenuitem></menuchoice> menu item. The
upcoming window is represented in <xref linkend="figmed" />.</para>
<figure id="figmed">
<title>Medline query</title>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="figures/medline.png" format="PNG"/>
</imageobject>
<textobject>
<phrase>Shows &app; medline search dialog.</phrase>
</textobject>
</mediaobject>
</screenshot>
</figure>
<para>The keyword, you are looking for, should be written into the
<emphasis>Search PubMed for</emphasis> field. As it can be seen
in <xref linkend="figmed" />, a number of options (limitations) can
be set, which can help to obtain an optimal search result. The
matched references, resulted in by the query, appear in the main
window as a new database.</para>
</sect1>
<sect1 id="gui-settings">
<title>Configuration</title>
<para>Under the <menuchoice><guimenu>Settings</guimenu></menuchoice>
menu, you can find some options to customize &pyb;.</para>
<sect2 id="gui-settings-fields">
<title>Entry types and field names configuration</title>
<figure id="figfields">
<title>Configuration of fields and entry types</title>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="figures/fields.png" format="PNG"/>
</imageobject>
<textobject>
<phrase>Shows &app; fields and entry types configuration
dialog.</phrase>
</textobject>
</mediaobject>
</screenshot>
</figure>
<para>Selecting the <menuchoice><guimenu>Settings</guimenu>
<guimenuitem>Fields</guimenuitem></menuchoice> menu item, it
is possible to add or remove fields, to set their type, and
to define which fields should be associated with a given type of
entry. In addition, the mandatory and optional fields are also can
be varied. In <xref linkend="figfields" />, as an example, the
association of the Article entry type can be seen.</para>
</sect2>
<sect2 id="gui-settings-pref">
<title>Preferences</title>
<para>Clicking on the <menuchoice><guimenu>Settings</guimenu>
<guimenuitem>Preferences</guimenuitem></menuchoice> menu item, a
lot of configuration options can be controlled. Such options are,
for instance, settings of the different type of bibliographic
database formats, autosave, size of history, defult editing mode,
the default type of a newly created entry, and resource configuration.
</para>
</sect2>
</sect1>
</chapter>
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