DeletingFilters
TodeleteafilterfromwithinEndNote:
1. FromtheEditmenu,selectImportFilters>OpenFilterManager.
2. Selectthefiltertobedeleted.
3. SelectClearfromtheEditmenu,orControl-clickonthefilterandselectDeletefromtheshortcutmenu,orpressthe
Deletekey.
YoucanalsodeleteanunwantedfilterbyswitchingbacktotheMacintoshFinder,andopeningtheappropriateFiltersfolder(see
Folder
Locations
Preferences
).Then,dragthefilterfromtheFilterfoldertotheTrash.
BasicComponentsofaFilter
TheBasicComponentsofaFilter
Youneedtoknowthebasiccomponentsofafilterifyouwanttocustomizeorcreateafilter.
l
Tocreateanewimportfilter:FromtheEditmenu,selectImportFiltersandselectNewFilter.Ifyouareinterestedincre-
atinganewfilter,alsoreadCreating
a
New
Filter
.
l
Toeditafilter:FromtheEditmenu,selectImportFilters,andthenselectOpenFilterManager.Selectthefiltertoeditand
clickEdit.ThemostrecentlyusedfiltercanalsobeeasilyeditedbyselectingImportFiltersfromtheEditmenu,and
selectingEdit<filter>.
Thesetopicsexplainthebasiccomponentsofafilter:
l
The
Filter
Editor
Window
l
About
This
Filter
Panel
l
Working
with
Filter
Templates
l
The
Filter
Options
RelatedTopics:
Creating
a
Filter
for
MARC
Records
Creating
a
New
Filter
Example:
Modifying
an
Existing
Filter
The
Filter
Manager
TheFilterEditorWindow
Afterchoosingtheoptiontoeditanexistingfilterorcreateanewone,EndNoteopenstheFilterwindow.
AllofthedifferentoptionsforeditingafilterarelistedontheleftsideoftheFilterwindow.Clickonanitemtoviewtheassociated
settings.Youmayswitchbetweenpanelsasneededwhileeditingthefile.Nochangesaresavedinanyofthepanelsuntilyou
selectSaveorSaveAsfromtheFilemenu.
Ifatanytimeyouneedtorevertyourchangesbacktothelastsavedcopyofthefilter,selectRevertFilterfromtheFilemenu.
TocloseaFilterwindow,clickthebuttonintheupperleftcornerofthewindow,orselectCloseFilterfromtheFilemenu.Ifyou
havenotsavedyourchangestothefilter,EndNotepromptsyouandgivesyoutheoptiontosaveordiscardanychangesthatyou
havemade.
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About
this
Filter
Panel
Creating
a
New
Filter
Saving
Filters
The
Basic
Components
of
a
Filter
The
Filter
Manager
The
Filter
Options
Tips
for
Entering
Tags
and
Fields
Unique
Aspects
of
MARC
Records
Working
with
Filter
Templates
AboutthisFilterPanel
TheFilterwindowopenstodisplaytheAboutthisFilterpanel.Thispanelcontainsdescriptiveinformationaboutthefilter.None
oftheinformationusedinthispanelhasanyimpactonestablishingtheconnection.
Name:DisplaysthenameofthefilterasitappearsintheFiltersfolderintheEndNotefolder.Thenameofthefiltercannotbe
changedhere;youwouldneedtoclosethiswindowandswitchbacktotheMacintoshFindertorenamethefilter.
BasedOn:Enteranyinformationaboutwhatdocumentationwasusedtocreatethefilter.Commonlytheserverdocumentation
isavailableontheWeb,soyoucouldenteraURLhereaswelltomakeiteasytolaterretrievethatinformation.
Category:Thecategoryistypicallytheinformationprovider(suchasOvid),butyoumayenteranythingthatwillhelpyoucat-
egorizeandorganizeyourfilters.ThecategoryinformationisalsolistedintheFilterManagerwindowinthecolumnnexttothe
nameofthefilter.Inthatwindow,youmaysortfiltersbycategoryandalsosearchforthembycategory.
Created:Thedatethefilterwasinstalledorcreated.
LastModified:Thedatethefilterwaslastmodified.
CommentsandLimitations:Enteranyhelpfulinformationsuchashowtodownloadthereferencesintheformatthatworks
withthisfilter.
AlloftheinformationinthispanelisvisibleintheFilterManagerifyouclicktheMoreInfooptionatthebottomoftheFilterMan-
agerwindow.Thisishelpfulbecauseyoudonotneedtoeditafiltertoviewthecommentsorotherdescriptiveinformation.You
maysimplyscrollthroughtheavailablefiltersintheFilterManagerwindowandviewtheinformationthere.
WorkingwithFilterTemplates
WorkingwithFilterTemplates(ImportFiltersandConnectionFiles)
ThemostimportantpartofafilterorconnectionfileistheTemplatessection.Thetemplatesdefinehowthevariouslinesof
taggeddata
1
inyourdatafileshouldbeimportedandfilteredintothedifferentEndNotefields(suchasAuthor,Year,andTitle).
Differentsetsoftemplatesarerequiredforthedifferentreferencetypesthatmaybeinyourdatafile.
TheTemplatespanelconsistsofindividualReferenceTypetemplateswhichcorrespondtothewaythereferencedataispre-
sentedinthedatafile.Thesetopicswillhelpyou:
l
Navigating
in
the
Templates
Panel
l
Templates
for
Different
Reference
Types
l
Adding
and
Deleting
Rows
in
the
Filter
Template
1
Taggeddataconsistsofanidentifier,typicallyamnemonictag,intheleftmarginofadatafile,followedbytextforoneormorefields
ofinformation.DatamustbeconsistentlytaggedifitistobeimportedbyEndNoteintotheappropriatefieldsinEndNote.
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l
Cutting,
Copying
and
Pasting
Rows
l
Literal
Text
vs.
EndNote
Fields
l
The
{IGNORE}
Field
l
The
Source
Line
l
The
Reference
Type
Tag
l
Fields
with
Special
Characteristics
l
When
Punctuation
Repeats
Within
a
Field
NavigatingintheTemplatesPanel (ImportFiltersandConnectionFiles)
TheTemplatespanelinafilterisdividedintoaTagcolumnandaField(s)column.Thetaganditscorrespondingfield(s)aretwo
separatecellsinarow.Ifacellisactive,anoutlineappearsaroundthecell.
Tag
Field(s)
TI:
Title
Tomovefromonecelltothenext,presstheTabkeyorclickthemouseinthedesiredcell.Tomovebacktothepreviouscell,
holddowntheShiftkeywhilepressingtheTabkey.
TochangethewidthoftheTagcolumnintheFilterwindow,positionthecursorovertheverticallinedividingtheTagandField(s)
columns.Thecursorchangestoindicatethatyouareinthecorrectplace.Clickanddragtotherightorlefttoresizethecolumn
widths.
ClicktheReferenceTypeslisttochangetheviewtoadifferentreferencetype(suchasfromJournalArticletoBook).
RelatedTopics:
Adding
and
Deleting
Rows
in
the
Filter
Template
Cutting,
Copying
and
Pasting
Rows
The
Basic
Components
of
a
Filter
The
Filter
Manager
Tips
for
Entering
Tags
and
Fields
Working
with
Filter
Templates
TemplatesforDifferentReferenceTypes (ImportFiltersandConnectionFiles)
TheTemplatespanelincludestemplatesforallofthevariousreferencetypes(JournalArticleandBook).
ClicktheReferenceTypeslisttochangetheviewtoadifferentreferencetype(suchasfromJournalArticletoBook).
Thereferencetypesthathaveacheckmarkdisplayednexttothemalreadyhaveatemplatedefined(youcaneditthetemplateif
youwish).Thereferencetypethatappearsinboldtypeiscurrentlythedefaultreferencetype.
Theonlyreferencetypestemplatesthatneedtobefilledinaretheonesthatcorrespondtothereferencetypesinyourdatafile.
Forexample,ifthedatabasefromwhichyouaredownloadingcontainsonlyjournalarticles,youwouldonlyneedtofillinthetem-
platesfortheJournalArticlesectioninthatparticularfilter.
WithineachreferencetypetemplatethereisalistoftagsandtheircorrespondingEndNotefieldnames.Thesetemplatesshould
exactlymatchthewaytheinformationisorganizedinthedatafile.Anytextorpunctuationthatyouseethatisnotpartofafield
name(suchas"vol.beforetheVolume)isincludedtomakethetemplateexactlymatchthedatafile.
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RelatedTopics:
Adding
and
Deleting
Rows
in
the
Filter
Template
Cutting,
Copying
and
Pasting
Rows
The
Basic
Components
of
a
Filter
The
Filter
Manager
Tips
for
Entering
Tags
and
Fields
Working
with
Filter
Templates
AddingandDeletingRowsintheFilterTemplate (ImportFiltersandConnectionFiles)
Whenaddinganddeletingrows,theorderofthetagsdoesnothavetomatchtheorderofthetagsinthedatafile.Thereisone
caseinwhichtheorderofthetagsisimportant:ifyouareenteringmultiplevariationsofonetaggedline,youshouldenterthe
repeatedlinesforthattaginorderfromthemostcomplextothesimplest.ThisisbecauseEndNotelooksformatchesstarting
fromthetopofthewindowworkingdownthelistoftags.Itstopsatthefirsttemplatethatmatchesthetaggeddata
1
.
Tostartanewrowimmediatelybelowtheactiverow,positionthecursorintheField(s)cell,andpressReturn.
RelatedTopics:
Cutting,
Copying
and
Pasting
Rows
Templates
for
Different
Reference
Types
The
Basic
Components
of
a
Filter
The
Filter
Manager
Tips
for
Entering
Tags
and
Fields
Working
with
Filter
Templates
Cutting,CopyingandPastingRows (ImportFiltersandConnectionFiles)
YoumayusetheCut,Copy,andPastecommandstomoveorduplicateacellorarowofcells.Todoso:
1. Selectarowbydraggingthemouseacrossbothcolumns.(Draggingthemouseverticallyacrossmorethanonerow
selectsarangeofrows.)
2. Toduplicatetheselectedrow(s)elsewhereinafilter,selectCopy(
+C)fromtheEditmenu.Ifyouwanttodeletethe
selectedrowandmoveittoanotherlocation,selectCut(
+X).
3. Clickwhereyouwouldlikethecutorcopiedrowtoappear,andselectPaste(+V)fromtheEditmenu.Thepastedrowwill
beinsertedabovetherowwherethecursoris.IfthecursorisintheField(s)column,thepastedrowwillbeinsertedbelow.
(Pastingwhenanentirerowisselectedwillreplacetherow.)
CopyingandPastingBetweenReferenceTypeTemplates
BychoosingSelectAll (
+A)fromtheEditmenu,youcanselectalloftherowsinagivenReferenceTypetemplate.Thisisuse-
fulforcopyinganentiretemplatetoanewreferencetypeorfilter.Aftercopyingtheentiresetoftemplatesforareferencetype,
youmayselectadifferentreferencetypefromtheReferenceTypelistatthetopofthewindow,clickintheTagcellforthenew
referencetype,andselectPaste.
1
Taggeddataconsistsofanidentifier,typicallyamnemonictag,intheleftmarginofadatafile,followedbytextforoneormorefields
ofinformation.DatamustbeconsistentlytaggedifitistobeimportedbyEndNoteintotheappropriatefieldsinEndNote.
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Whenyoucopyinformationfromonereferencetype(suchasJournalArticle),andpastetherowsintoanotherreferencetype
(suchasNewspaper),thefieldnamesautomaticallychangetoreflectthenamesusedbythenewreferencetype.Ifthereisnota
correspondingfieldnameinthenewreferencetype,theoriginalfieldnameinthetemplateisreplacedwith{IGNORE},indicating
thatthedataforthattagwillbeignored.
RelatedTopics:
Adding
and
Deleting
Rows
in
the
Filter
Template
Templates
for
Different
Reference
Types
The
Basic
Components
of
a
Filter
The
Filter
Manage
r
Tips
for
Entering
Tags
and
Fields
Working
with
Filter
Templates
LiteralTextvs.EndNoteFields(ImportFiltersandConnectionFiles)
Whenyoulookatafilter,youwillnoticethatsomeofthetemplatescontaininformationotherthanEndNotefieldnames.ForEnd-
NotetoidentifywhichdatashouldgointoaparticularEndNotefield,youmustincludepunctuationandanyliteraltextorspaces
thatappearinyourdatafile.PunctuationandliteraltextactasdelimitersallowingEndNotetoparsethedataintomultipleEnd-
Notefields.Noneofthese"delimiters"actuallygetsimportedintoanEndNotelibrary,theymerelyserveasguidesforEndNote
tocorrectlyimportthedata.
Hereisanexampleofadatafile’ssourceline(SO:)where,inadditiontopunctuation,thereisliteraltextsuchas"v","n"and"p"
precedingthedata:
 SO:  YouthTheatreJournal.v6n4p3-6
The"v","n"and"p"areconsideredliteraltextbecausetheyarenotEndNotefieldnames;theyrepresenttheliteraltextfromthe
datafilethatprecedesthedatathatyouwanttoimport.Inthisparticularsourceline,therearefourdifferentpiecesofinformation:
thejournalname,volume,issue,andpages.TohelpEndNotedeterminewhenonefieldendsandthenextonebegins,youmust
inserttheliteraltext,punctuation,andspacesfoundinthedatafilenexttotheappropriatefieldname.
Asaresult,theaboveSO:taglineshouldberepresentedinafilterlikethis:
Tag
Field(s)
SO:
Journal.vVolume
Insomedatabases,youmayfindlinesofdatathatincludeawordthatisalsoanEndNotefieldname.Thefollowingsourceline
containstheword"pages"beforethepagenumbers:
 SO:   Town-planning-review.vol.62,no.4,pages461-469.
Ifenteredintothefilter,EndNotewouldnormallyinterprettheword"pages"asafieldname.(Thisistruewhetheryoutypeitin
thefilterorinsertitusingtheInsertFieldlist.)ToforceEndNotetoreadafield’snameasliteraltext,surroundthenamewith
accentgravecharacters,asin`pages`.Theaccentgravecharacterisfoundintheupperleftcorner,underthetilde(~)keyof
thekeyboard.TomatchtheSO:lineshownabove,thesourcelineinthefiltershouldappearas:
Tag
Field(s)
SO:
Journal.vol.Volume,no.Issue,`
RelatedTopics:
Fields
with
Special
Characteristics
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Templates
for
Different
Reference
Types
The
{IGNORE}
Field
The
Basic
Components
of
a
Filter
The
Filter
Manager
The
Reference
Type
Tag
The
Source
Line
Tips
for
Entering
Tags
and
Fields
When
Punctuation
Repeats
Within
a
Field
Working
with
Filter
Templates
The{IGNORE}Field(ImportFiltersandConnectionFiles)
TheremaybepiecesofinformationinalineofdatathatyoudonotwantimportedintoyourEndNotelibrary.ToforceEndNoteto
ignorepiecesofinformation,usetheInsertFieldlisttoinsert"{IGNORE}intheappropriateplace.Forexample,supposeyou
wantEndNotetoignorebracketedtextthatsometimesfollowsthetitleofanarticle:
 TI:   Researchfundsaredwindling.[letter]
YoushouldaddanewTItagandtemplatetoyourfilter(abovetheexistingTI:Titleline)thatlookslikethis:
Tag
Field(s)
TI:
Title.[{IGNORE}]
RelatedTopics:
Fields
with
Special
Characteristics
Literal
Text
vs.
EndNote
Fields
Templates
for
Different
Reference
Types
The
Basic
Components
of
a
Filter
The
Filter
Manager
The
Reference
Type
Tag
The
Source
Line
Tips
for
Entering
Tags
and
Fields
When
Punctuation
Repeats
Within
a
Field
Working
with
Filter
Templates
TheSourceLine(ImportFiltersandConnectionFiles)
Thesourcelineistypicallythemostcomplexlineofdatainarecordbecauseitcontainsalloftheinformationaboutthesourceof
publication.Forajournalarticle,thesourcelinemaycontainthejournalname,thevolumenumber,theissuenumber,page
numbers,andtheyearofpublication.Forabook,thesourcelinemaycontainthepublisher,thecity,andthenumberofpages.
ThesourcelineinyourfiltermustmatchexactlythesourcelineinthedatafileinorderforEndNotetodistinguishonepieceof
informationfromanother.Youwilloftenfindmorethanonevariationofasourcelineforagivenreferencetypeinasingledatafile,
inwhichcaseyouwillneedtocreateaseparatesourcelineforeachvariant,startingwiththemostcomplexsource.Thethree
sourcelinesdisplayedbelowcomefromasingledatabase:
 SO:Semin-Oncol.76(3):465-711998
 SO:Semin-Oncol.127:5-241999
 SO:Eur-J-Cancer.118/6(654-657)1998
InthefirstSO:tagline,parenthesesenclosetheissuenumber"(3)".InthesecondSO:tagline,thereisnoissue,soacolonsep-
aratesthevolumenumberandthepagenumbers"127:5-24".InthethirdSO:tagline,aslashseparatesthevolumenumberand
theissuenumber"118/6",andparenthesesenclosethepagenumbers"(654-657)".
Eachvariantinthedatafile’ssourcelinesmustbedefinedinyourfilter.SinceEndNotetriestomatchthesourcelineinthedata
filewiththefirstdefinedsourcelineinyourfilter,youshouldplacethemostdetailedsourcelinefirst,followedbyprogressively
lessdetailedsourcelines.
Thefilterfortheabovesourcelinesshouldlooklikethis:
Tag
Field(s)
AU:
Author
TI:
Title
SO:
Journal.Volume(Issue):PagesYear
SO:
Journal.Volume/Issue(Pages)Year
SO:
Journal.Volume:PagesYear
KW:
Keywords
Note:Ifthefilterfailstomatchavariationofthesourcelineforajournalarticle,itispossibletohaveEndNoteinterpretthedata
onitsown.SeeSource
Parsing
.
RelatedTopics:
Fields
with
Special
Characteristics
Literal
Text
vs.
EndNote
Fields
Templates
for
Different
Reference
Types
The
{IGNORE}
Field
The
Basic
Components
of
a
Filter
The
Filter
Manager
The
Reference
Type
Tag
Tips
for
Entering
Tags
and
Fields
When
Punctuation
Repeats
Within
a
Field
Working
with
Filter
Templates
TheReferenceTypeTag (ImportFiltersandConnectionFiles)
Areferencetypetagidentifiesthekindofworkorpublicationbeingreferencedinaparticularrecordinyourdatafile.IntheFilter
window,areferencetypetagisonlydefinedbythecharacteristicofhavingliteraltext,andnofields,enteredintothefieldcol-
umn.ThisliteraltextisnotimportedintoEndNote,butitisusedonlytoidentifyarecord’sreferencetype.
Althoughareferencetypetagcanbeanytagatall,twocommonreferencetypetagsare"DTandand"PT"(whichstandforDoc-
umentTypeandPublicationType).
 JN-Am
ToensurethatEndNoteimportsthedataintothecorrectreferencetype,youmusttypetheReferenceTypetagintheTagcol-
umn,andthereferencetypename(orotheridentifyingtext)exactlyasitappearsinthedatafileintheField(s)column.(The
matchingiscase-sensitive.)TheReferenceTypetagcanbeplacedanywhereintheappropriateReferenceTypetemplate.
WhenEndNoteimportsarecord,itfirstscansthedatafile,lookingforareferencetypetaginyourfilter.Thenitlooksforamatch
intherecordit’simporting.ThefirstreferencetypetagmatchencountereddetermineswhichoftheReferenceTypetemplates
EndNotewillusetoparsetherecord.ThismatchalsodetermineswhichreferencetypeEndNoteassignstherecordintheEnd-
Notelibrary.
WhenenteringtheReferenceTypetaginyourfilter,thetextyouenterintheFieldcellmustbeinterpretedbyEndNoteasliteral
text.AproblemcanarisewhenyouhavetextthatcontainsanEndNotefieldname.Forexample,thefollowingReferenceType
tagcontainsthefieldname"Journal":
Tag
Field(s)
DT:
JournalArticle
Becausethefieldname"Journal"appearsinthetemplate,EndNotewillnotinterpretthisDT-taglineastheReferenceTypetag.
Instead,thefilterwouldimportthewordJournal(fromthedatafile’sDT:line)intotheJournalfield.
ToforceEndNotetointerpretthewordJournal(oranyotherfieldname)asliteraltext,putanaccentgravecharacteratthestart
andendoftheword.(Theaccentgravecharacterisfoundintheupperleftcornerofthekeyboard,underthetilde(~)key.)The
aboveReferenceTypetagshouldappearinafilteras:
Tag
Field(s)
DT:
`Journal`Article
IfthedatabaseyouusedoesnotspecifyaReferenceTypetag,allreferencetypesinyourdatafilewillimportasthedefaultref-
erencetype(seeReference
Type
).
RelatedTopics:
Fields
with
Special
Characteristics
Literal
Text
vs.
EndNote
Fields
Templates
for
Different
Reference
Types
The
{IGNORE}
Field
The
Basic
Components
of
a
Filter
The
Filter
Manager
The
Source
Line
Tips
for
Entering
Tags
and
Fields
When
Punctuation
Repeats
Within
a
Field
Working
with
Filter
Templates
FieldswithSpecialCharacteristics
CertainEndNotefieldscontainspecialrestrictionsonwhatsortofdatacanbeimported.Thesesettingscannotbemodifiedand
applytoallimportfilters.
AuthorFields
Thewords"AndOthers"getconvertedto"etal"andtheword"and"isomitted.Yearsaswellasparentheticalorbracketedtext
areremovedbydefault.SeeAuthor
Parsing
.
Year
Only4-digitnumbers(1###or20##)areimported.Youcannotimportreferencesthathaveadateof2010orlaterinEndNoteX2
andpreviousversionsofEndNote.
Title
Thefollowingpunctuationisremovedfromtheendofatitle:
Period,comma,semicolon,colon,forwardslash,backslash,openingparenthesis,dash,andcaret.
Pages
A"P"or"p"beforethenumberisautomaticallyremoved.
Volume
A"V"or"v"beforethenumberisautomaticallyremoved,asisanumberthatappearstobeayear.
Issue
An"N","No"or"No."beforethenumberisautomaticallyremoved(thisisnotcasesensitive).
RelatedTopics:
Literal
Text
vs.
EndNote
Fields
Templates
for
Different
Reference
Types
The
{IGNORE}
Field
The
Basic
Components
of
a
Filter
The
Filter
Manager
The
Reference
Type
Tag
The
Source
Line
Tips
for
Entering
Tags
and
Fields
When
Punctuation
Repeats
Within
a
Field
Working
with
Filter
Templates
WhenPunctuationRepeatsWithinaField(ImportFiltersandConnectionFiles)
Aspecialformattingcharactercalleda"verticalbar"(|)canbeplacedinafiltertoindicatearepeatingseparatorwithinafield.For
example,youmayhaveadatafilewhereaperiodfollowedbyaspaceseparatesajournalnamefromthevolume.However,in
somecases,thisseparatorispartofthejournalnameitself,withtheresultthataperiodandaspacecannotbereliablyusedto
distinguishajournalnamefromthevolume.Forexample:
 SO:  Science.10(3):p.80-90
Theabovesourcelinewouldbedefinedinafilteras:
Tag
Field(s)
SO:
Journal.Volume(Issue):p.Pages
Anothersourcelineinthesamedatafilemightlooklikethis:
 SO:  Proc.Nat.
Theproblemarisesinthesecondsourcelinewheretheseparatorbetweenthejournalandvolume(periodandaspace)isfound
repeatedlywithinthejournal.TheSO:lineinthefilterinstructsEndNotetoimportthedatauptotheperiodandspaceintothe
Journalfield.Consequently,EndNotewouldparse"Proc."asthejournalname,andeverythingaftertheperioduptotheopen
parenthesisasthevolume,sothevolumewouldbe"Nat. Acad.".
Thereisawaytoindicatearepeatingseparatorwithinafieldinthefilter.Ifyouplaceaverticalbar(|)beforetheseparator,this
instructsEndNotetoreaduptothelastoccurrenceofthisseparator.Intheexampleabove,ifweplaceaverticalbarbeforethe
repeatingJournalfieldseparator(periodandspace),theSO:lineinthefilterwouldlooklikethis:
Tag
Field(s)
SO:
Journal|.Volume(Issue):p.Pages
ThisSO:lineinthefilterinstructsEndNotetoimportallthedatawiththeperiodfollowedbyaspaceseparatorasajournal.Here,
EndNotewouldimport"Proc. Nat."astheJournal,and"13"astheVolume.
RelatedTopics:
Fields
with
Special
Characteristics
Literal
Text
vs.
EndNote
Fields
Templates
for
Different
Reference
Types
The
{IGNORE}
Field
The
Basic
Components
of
a
Filter
The
Filter
Manager
The
Reference
Type
Tag
The
Source
Line
Tips
for
Entering
Tags
and
Fields
Working
with
Filter
Templates
TheFilterOptions
TheFilterOptions (ImportFiltersandConnectionFiles)
TheremainderoftheoptionslistedintheFilterwindowbelowTemplatesprovidethetoolsforfinetuningyourfilter.Theseoptions
include,amongotherthings,howauthornamesshouldbeinterpreted,howtextisindentedinyourdatafile,andwhichcharacters
shouldbeomittedwhenyouimportrecordsintoanEndNotelibrary.
EndNote’s"Smart"Settings
Whenpossible,EndNoteprovidesaSmartoptionforyourchoicesinconfiguringthefilters.WhereveryouselectaSmartoption,
itmeansthatEndNotewilldoit’sbesttointerpretthedata.Ifyoudonotknowexactlyhowthereferenceisconfiguredinthedata
file,orifthereisalotofvariabilityamongtheformatofthereferences,thentheSmartoptionsareprobablygoingtobethemost
reliablesettings.IncaseswheretheSmartoptiondoesnotworkforyourdatafile,youmaytrytheotheroptionsprovidedforthat
particularsetting.
Thesetopicsdescribethevariousfilteroptions:
l
Author
Parsing
l
Continuation
Lines
l
Reference
Type
l
Field
Editing
l
Record
Layout
l
Source
Parsing
RelatedTopics:
The
Basic
Components
of
a
Filter
The
Filter
Manager
The
Source
Line
Working
with
Filter
Templates
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