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AuthorandEditorParsing (ImportFiltersandConnectionFiles)
UsetheAuthorParsingpaneltospecifyhowauthornamesarearrangedinyourdatafile.Thesesettingsapplyonlytoauthorsin
EndNote’smain(Generic)Authorfield.TheEditorParsingpanelappliestoeditors,translators,andotherauthorsthatareinEnd-
Note’sGenericSecondaryAuthor,TertiaryAuthor,andSubsidiaryAuthorfields.
NameOrder
Usethe"NameOrder"settingstospecifytheorderinwhichfirstandlastnamesarearrangedinthedatafile.Examplesappro-
priatetoeachsettingareshownbelow:
LastAlwaysPrecedesFirst
AU:Smith,J.;
FirstAlwaysPrecedesLast
AU:J.Smith,
NameOrderisInconsistent
AU:Smith,J.,
InterpretingFirstNames
The"InterpretFirstNamesas"optionallowsyoutospecifyexactlyhowEndNoteshouldinterpretthepartoftheauthornamethat
ithasidentifiedasthefirstnameorinitials.
ThedefaultissettoSmart,whichusesthefollowingrule:Iftherearethreeorfewercontiguousuppercaseletters,theseletters
areimportedasinitials.Otherwise,thelettersareimportedasawholename.Forexample,iftheauthor’snameappearsinthe
datafileas:
AU:  Childs,
Smartparsingwillinterpret"Jackie"asthefirstname,and"D"asthemiddleinitial.Thisauthornamewouldimportas:
Author:
Childs,JackieD.
Iftheauthor’snameappearsinthedatafileas
AU:  vonBraun,ED
SmartparsingwillinterpretEDasinitials;thustheauthornamewouldimportintoEndNoteas:
Author:
vonBraun,E.D.
EndNotewouldonlyimportEDasafirstname"Ed"ifyouselectedtheWholeNamesoption.
TheWholeNamesandInitialsOnlyoptionsshouldonlybeusedinspecialcases.TheWholeNamesoptionshouldbeusedinthe
casewheretheauthorsinyourdatafilearealluppercase,andfullnamesareused.ThisoptionpreventsEndNotefromcon-
vertingnamesconsistingoftwoorthreeuppercaseletters,asin"SUE"or"AL"toinitials.Forexample,iftheauthor’sname
appearsinthedatafileas:
AU:  TOBIES,SUE
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theWholeNamesoptionwouldcorrectlyimporttheauthor’sfirstnameas"Sue."Bycontrast,EndNote’sSmartParsingwould
interpretthewholenameSUEasthreeinitials,as"S.U.E.Likewise,ifyouselectInitialsOnly,EndNoteimportsallfirstnames
asinitialsonly.Youwouldonlychoosethislatteroptioniftheallthefirstnamesinyourdatafileareinitials.
AuthorNameSeparators
TheAuthorNameSeparatorstellEndNotehowtoextracttheindividualauthorsfromalinecontainingseveralauthors.
BetweenAuthors
The"BetweenAuthors"optionreferstothepunctuationthatisusedtoseparateindividualauthornames.Itisextremelyimportant
thatthissettingiscorrectsothattheauthornamesimportcorrectlyintoEndNote.AuthornamesinanEndNotereferencesare
listedonenameperline.
ThedefaultfortheBetweenAuthorsoptionissettoSmart.Withthisoptionselected,EndNotelooksforacommonseparator,
eitherasemicolon(;),acarat(^)oraverticalbar(|),andusethisdelimitertoidentifywhereonenameendsandthenextname
begins.
Inthisexample,multipleauthorsareseparatedbyasemicolon:
AU:  BuntingME;Hanzlik
EndNote’sSmartparsingrecognizesthesemicolonseparatingthetwoauthornamesandcorrectlyimportsthemintoanEndNote
libraryas:
Author:
Bunting,M.
Therefore,inthisexample,youdonotneedtochangethesetting.However,ifyourdatafilehasadelimiterotherthanasem-
icolon(;),acaret(^),oraverticalbar(|)separatingmultipleauthors,youmustselectanotheroptionfromtheadjacentlist.To
typeanypunctuationsuchasadashoraslash,selectOtherandtypethecharacterthere.Aspaceandareturn(wherethe
authorsarelistedoneperline)canbeselecteddirectlyfromthelist.
IfyouselectImportAsIsfromthelist,EndNotewillnottrytoseparatethenamesthatfollowtheauthortag.Everythingthatfol-
lowsthattaginthedatafilewillbeimportedexactlyasitappearsinthefile.
LastandFirstNamesSeparator
OnceEndNoteknowshowtoidentifyanindividualauthornameinalistofauthors,itlooksatthatnameandtriestodetermine
whatthefirstnameisandwhatthelastnameis.TheLastandFirstNamesseparatorisusedtodothis,alongwiththeName
Ordersettings.
ThedefaultLast&FirstNamessettingisSmart.Withthisoptionselected,EndNoteattemptstointerpretanauthor’sname
basedonthefollowingseparators:aspace,acomma,oraperiod.Inyourdatafile,iftheseparatorusedbetweenthelastname
andthefirstnameissomethingotherthanaspace,acomma,oraperiod,youcanselectaseparatorfromtheadjacentlist.
ParentheticalDatainAuthorField
Itisnotuncommonforinformationproviderstoincludeadditionalinformationabouttheauthors(suchasdateofbirthorinsti-
tutionalaffiliation).
AU:Takahashi,
Whenthisinformationismixedinwiththelistofauthorsonthetaggedauthorline,EndNoteprovidestwooptionsforwhattodo
withit.
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l
Discard:Allparentheticalinformationisdiscardedduringtheimport.
l
ImportInto:Allparentheticaldatamixedinwiththeauthornamesisimportedintothefieldthatyouchoose.Wesuggestthat
youimportitintotheNotesfield,AuthorAddress,oranothercustomfieldthatisappropriate.
Note:ItisnotappropriateforEndNotetoimportthatdataintotheAuthorfieldbecauseitwouldproduceanincorrectlyformatted
bibliographytohavetheparentheticaldataincludedwiththeauthornames.
RelatedTopics:
Continuation
Lines
Field
Editing
(Import
Filters)
Record
Layout
(Filters)
Reference
Type
Source
Parsing
The
Basic
Components
of
a
Filter
The
Filter
Editor
window
The
Filter
Manager
ContinuationLines(ImportFiltersandConnectionFiles)
Ingeneral,EndNoteignoreslinesoftextwhichdonotbeginwithatagunlessthelinesoftextarecontinuationsofaprevious
taggeditem.Wecallthesecontinuationlines.Hereisanabstractfromadatafileillustratingtheconceptofcontinuationlines(all
butthefirstareconsideredcontinuationlines):
AB- A A single-subject research design n that used
multiple baselines s across s behaviors s compared
traditional adaptations s to o computers.
BecauseEndNoteonlyimportstaggedlinesandcontinuationlines,itcanavoidimportingextraneoustextthatmightinterrupta
reference,suchasyourloggingonorloggingofftext.Examplesofextraneouslinesare:
 -->>PressanyKeytocontinue
 <Record5of42>
EndNoteprovidestwogeneraloptionsfordealingwithcontinuationlines:
IgnoreIndents:Untaggedlinesarealwaysacontinuationoftheprecedingline
Withthisoptionset,everylineoftextinthedatafilewillimportaccordingtothetagsthataredefinedintheTemplatespanel.Do
notselectthisoptionifthereisanytextinyourdatafilethatisnottagged.Ifyouusethisoptionanddonotwanttoimportcertain
taggedlines,youmustusethe"{IGNORE}option(seeTheIgnoreField).
Continuationlinesmustbeindented
Thisoptionallowsyoutospecifytheexactnumberofspacesontheleftmarginforthecontinuationlines.
Thefollowingexampleisanabstractwherethefirstlineofdataisindentedfourspacesfromtheleftmargin,andthecontinuation
linesareproperlyindentedfourspaces.EndNote’sdefaultSmartIndentIdentificationwouldimportthisabstractcorrectly.
(Spacesareshownasperiodsforclarity.)
AB-.Two experiments compared d the performance of f 23 3 12
....old dyslexics s with that of f 8 8 age-matched controls s on a
....battery of f tests of f motor r balance. . A dual-task k paradigm
....was used: : Ss s performed d each test as a a single e task and d as
....a task k concurrent with a secondary task. In n all single-
....task conditions s there e was s no o difference e between n groups.
However,youmayfinddatafileswherethecontinuationlinesarenotalignedwiththefirstlineofdata.Inthefollowingexample,
thecontinuationlinesareindentedtwospacesfromtheleftmargin,whereasthefirstlineisindentedfourspaces:
AB-.Beyond the e inevitability y of
..is the e question of f countertransference e enactments. . From a
..two-person, participant-observer or r observing-participant
..perspective, enactments s are e inevitable. . The analyst t becomes
..influenced by y the e patient (and d influences the e patient as
..well) and enmeshed d in n the patient's s internalized
..interpersonal configurations.
ForEndNotetotreatthesubsequentlinesascontinuationlinesintheprecedingexample,thefiltermustspecifytheexact
numberofspacesindentedontheleftmargin.Intheexamplejustgiven,youwouldenter"2"inthe"Indent_spaces"option.
Ifmostofthelinesinadatafileimportafixednumberofspaces(liketwospacesintheexampleabove),butonetaggedfieldis
indenteddifferently(perhapskeywordsareindentedfourspaces),youcanenterexceptionsinthetableprovided.Simplyenter
thenumberofspacesintheleftcolumnnexttothetag.Youonlyneedtoenteranumberforthetaggedfieldwiththeinconsistent
import.Allotherlinesthatareleftblankwillusethegeneralindentsetting.
Note:Foraquickandreliablewaytocounthowmanyspacesareinsertedontheleftmargin,turnonthesettinginyourword
processortodisplayformattingcharacters.
RelatedTopics:
Author
Parsing
Field
Editing
(Import
Filters)
Record
Layout
(Filters)
Reference
Type
Source
Parsing
The
Basic
Components
of
a
Filter
The
Filter
Editor
window
The
Filter
Manager
ReferenceType(ImportFiltersandConnectionFiles)
DefaultReferenceType
ThedefaultreferencetypetellsEndNotewhichreferencetypetouseifitcannotidentifythereferencetypeofarecord.Forexam-
ple,supposethatinonefilter,youspecifyJournalArticleasyourdefaultreferencetype,andcreateatemplateforit.Ifyouimport
adatafilecontainingconferenceproceedingsrecordsforwhichyouhavenotdefinedaReferenceTypetemplate,anyconference
proceedingsrecordswillimportasJournalArticles.Also,ifthedatabasethatyouusedoesnotspecifyaReferenceTypetag,all
referencetypesinyourdatafilewillimportasyourdefaultreferencetype.(SeeThe
Reference
Type
Tag
forinformationabout
definingthereferencetypestaginatemplate.)
Note:ThedefaultreferencetypeisalwaysindicatedwithboldtextintheReferenceTypeslistontheTemplatespanel.
Identifiers
Someinformationproviders,suchasOvidTechnologies,
Theseidentifiersarealsousedtoimportdatafilesthatcontainreferencesfrommultipledatabases.EndNotecanimportmulti-
sourcefileslikethataslongaseachrecordinthedatafilehasavendorandadatabasetagatthestartofthereference.Theiden-
tifiersmustalsobeenteredintotheappropriatefiltersintheFiltersfolder.Whenyouarereadytoimportafilethathasdatafrom
multiplesourcesinit,besuretoselecttheMulti-FilterimportoptionintheImportdialog.
ThewaythatEndNoteisabletoknowwhichfiltertouseisbytheseIdentifiertagsenteredintothefilter.Bothidentifiersmustbe
used.Thefirstidentifiershouldbethetagthatincludesthenameoftheinformationprovider.Forthisexampleitis"VN.The
exacttextthatfollowsthattagforeachrecordshouldbeenteredintothecorrespondingboxintheIdentifierssection.Thenext
tagisusedtoidentifythedatabase,suchasMedlineorBIOSIS.Enterthetagusedforthedatabasename,andthenenterthe
databasenameexactlyasitappearsineachreference.
Forexample,forEndNotetoreadinthisdata:
<1>
VN     OvidTechnologies,Inc.
DB     OvidMEDLINE
AU     Jacobson,R;Campbell,S
PY     1999etc.
ForVendorIdentification,entertheTag"VN"andtheText"OvidTechnologies".
ForDatabaseIdentification,entertheTag"DB"andtheText"OvidMEDLINE".
RelatedTopics:
Author
Parsing
Continuation
Lines
Field
Editing
(Import
Filters)
Record
Layout
(Filters)
Source
Parsing
The
Basic
Components
of
a
Filter
The
Filter
Editor
window
The
Filter
Manager
Working
with
Filter
Templates
FieldEditing(ImportFiltersandConnectionFiles)
Toaccessthisfeature,selectImportFiltersorConnectionFilesfromtheEditmenu.OpentheManagerandthenselecttheEdit
option.
ConvertingTextfromUppercasetoLowercase
Ifthetextinyourdatafileappearsentirelyinuppercaseletters,EndNotecanconvertthetexttoeitherSentence,Headline,or
Lowercaseformat,dependingonwhichoptionyouspecifyintheFieldEditingpanel.
Tocontrolthelowercasingofafield,selecttheappropriatefieldfromtheFieldEditingfor:listatthetopofthewindow.TheEnd-
NotefieldsarelistedherebytheirGenericnames.ThenpickacapitalizationoptionfromtheChangeUPPERCASEtextto:list.
Note:ForalistofreferencetypefieldsandtheircorrespondingGenericfieldnames,seetheGenericReferenceType.
Forexample,atitlethatappearsinadatafileas"COMPOSTASAHUMANNUTRIENTANDHORMONECARRIER"would
importinHeadlinecapitalizationas:
 CompostasaHumanNutrientandHormoneCarrier
orinSentencecapitalizationas:
 Compostasahumannutrientandhormonecarrier
Tokeepafield’stextentirelyinuppercasecharacters,selecttheDoNOTLowercaseoption.
Youcanapplylowercasingonanyfieldaslongasallthetextinthefieldisuppercase.Ifanyofthetextinthefieldisinmixed
case,EndNotewillimportitinmixedcase.
TheAuthor,Editor,andTranslatorfieldsaretreateddifferentlyfromallotherEndNotefields.Uponimportingauthorfieldsintoan
EndNotelibrary,thesefieldsareautomaticallyconvertedfromuppercasetoheadline.Duetothespecialcharacteristicsofthese
particularfields,theoptiontochangethecaseisnotavailableintheFieldEditingpanel.
OmittingUnwantedCharacters
Somelinesofdatahavesuperfluouscharacters,suchasanasterisk(*)oradash(-),thatyoumaynotwanttoimport.Forexam-
ple,inthefollowinglinesofdatatherearedashesinthejournalname,andthereisanasteriskbeforeeachkeyword:
 SO-   American-journal-of-preventive-medicine;12(9)
 DE-   *COMPUTERSYSTEMSDESIGN;*DISPLAYDEVICES;*INTERFACES
TopreventunwantedcharactersfrombeingimportedintoyourEndNotelibrary,usetheFieldEditingpaneltospecifythechar-
actersthatyouwanttoomit:
l
Fromthe"FieldEditingfor:"list,selecttheEndNotefieldthatcontainsunwantedcharacters.YouwillfindthattheEndNote
fieldsarelistedbytheirGenericnames.ForalistofreferencetypefieldsandtheircorrespondingGenericfieldnames,seethe
List
of
Reference
Types
.
l
Typetheunwantedtextinthe"Entertexttobeomitted(oneitemperline)"box,andthenclickAddtoaddittotheomission
list.
WhenyoupreventcharactersfrombeingimportedintoanEndNotefield,youareomittingthecharactersfromthecorresponding
Genericfield,sotheomissionappliestoeveryreferencetypefieldthatcorrespondstotheparticularGenericfield.Forexample,
theSecondaryTitlefieldcorrespondstoboththeJournalfieldinaJournalArticlereferencetypeandtheSeriesTitleinaBookref-
erencetype.Therefore,ifyouomitadash(-)fromthejournalname,anydashesfoundinaSeriesTitleforaBookreferencetype
willalsobeomitted.
Eachitemthatyouwanttoomitshouldbeenteredonaseparateline.Forexample,let’ssaythatyouwantedtoomitbothunder-
scores(_)andforwardslashes(/)fromyourrecords’keywords.Firstaddtheunderscore,andthenaddtheforwardslash.Enter-
ingbothitemsonthesamelinewouldcauseEndNotetoomitonlyinstancesof"_/",whileallotherinstancesofunderscoresand
forwardslasheswouldendupinyourkeywords.Youcanomitupto254charactersperEndNotefield.
Toremoveanitemfromthelist,simplyselecttheitemandclickRemove.Youmayselectmorethanoneitembyholdingdown
theShiftorCommandkeywhileclickingonmultipleitems.
Note:Themoreitemsaddedtothelist,thelongerittakesEndNotetoimportrecordsintoEndNote.Toavoidslowingdownthe
importingprocess,youmaywanttostartbyimportingthedataintoanEndNotelibrarywithoutspecifyinganyomissions.Then
usetheFindandReplacecommandfromtheEditmenutodeletetheunwantedwordsandothertext.
RelatedTopics:
Author
Parsing
Continuation
Lines
Record
Layout
(Filters)
Reference
Type
Source
Parsing
The
Basic
Components
of
a
Filter
The
Filter
Editor
window
The
Filter
Manager
Working
with
Filter
Templates
RecordLayout(ImportFiltersandConnectionFiles)
UsetheoptionsintheRecordLayoutpaneltomodifyhowEndNoteinterpretstheendofareferenceinadatafile.
SmartRecordIdentification
SmartRecordIdentification,EndNote’sdefaultsettingforRecordTermination,createsanewrecordinEndNoteeachtimeatag
inthedatafilerepeatsoutofsequenceandisprecededbyablankorextraneousline.EndNotewillnotcreateanewrecordifthe
sametagappearsinsuccession,providedthattheyarenotseparatedbyablankline.
Forexample,somedatabaseslistauthorsonepertaggedline,withtheAUtagappearingtwoormoretimesinsuccession,asin
thefollowingexample:
AU-D'Orazio,MGAU-
WhenEndNoteseesconsecutivetags,itdoesnotstartanewreferenceunlessitfindsthesametagprecededbyablankorextra-
neousline.
MoreSpecificRecordLayoutOptions
Amoreprecisewayofidentifyinganewrecordistospecifyinyourfilterexactlyhowtherecordsareterminatedinyourdatafile.
TheremainingoptionsintheRecordLayoutpanelallowyoutodothis.
Todeterminehowrecordsareterminated,openyourdatafileineitherawordprocessorortexteditor.Checkforthepatterncon-
sistentlyseparatingonerecordfromanother.Onceyouhavedeterminedthecorrectrecordtermination,clicktheappropriatebut-
tonontheRecordLayoutpaneltoselectthebestoptionforyourdatafile.Youmaychooseonlyoneoptionasarecord
terminator.
Blanklineseparatesrecords
Selectthisoptioniftheonlyblanklinesinadatafilearetheonesinbetweenreferences.
Using"FirstTag"and"LastTag"Options
Thisoptionletsyouspecifyafirsttagthatstartstherecordand/orafinaltagthatendseachrecord.Onlyonetagisrequired.
l
Beforechoosingthisoptionasyourrecordterminator,verifythatthefirstorlasttagisconsistentlypresentineachrecord.
Thisoptionwillfunctioncorrectlyonlyifthechosentagappearsineveryrecord.
l
Youdonotneedtoenterbothafirstandlasttag;eithertagwillsufficetodistinguishonerecordfromthenext.
l
Enterthetagexactlyasitappearsinthedatafile,includingthedelimiter(colonanddash)thatfollowsthetag.EndNote
treatsthesedelimitersaspartoftheirrespectivetags.
l
Youdonotneedtoincludethesetagsinthetemplatesofyourfilter,unlessyouwishtoimporttheassociateddata.
Eachrecordendswith:
Selectthisoptionifyourreferencesconsistentlyendwithaspecificsetofuniquecharacters.Notethatwhateveryouenterinto
thisoptionneedstobeuniqueenoughthatitdoesnotappearelsewhereinyourreferences.Onecommonsetofcharactersthatis
usedtoterminateeachrecordis||.
Eachrecordstartswith:
Selectthisoptionifyourreferencesconsistentlystartwithtextthatisnotatag.Forexample,itiscommonforsomeinformation
providerstobegineachreferencewithacountersuchas:
<1>
or
Record1of53
Inthesecases,enterthetextexactlyasitappearsinthedatafile,butsubstituteanumbersign(#)fortheactualnumber.Forthe
examplesabove,youwouldenter"<#>"and"Record#of#".
Example
Thefollowingexampleillustratesadatafilethatcontainsneitherablankline,nortextterminatingeachrecord.However,thereis
aconsistentfirsttag,"ND:"startingeachrecord.Soforthisexampleyouwouldwanttospecify"ND:"astherecordtermination
byclickingthe"FirstTag"button,andtyping"ND:"inthebox.
ND: 430529953|
BASE: BA83|
AU: HILDEN
RelatedTopics:
Author
Parsing
Continuation
Lines
Field
Editing
(Import
Filters)
Reference
Type
Source
Parsing
The
Basic
Components
of
a
Filter
The
Filter
Editor
window
The
Filter
Manager
SourceParsing(ImportFiltersandConnectionFiles)
Thesource
line
referstothelineinthedatafilethatrepresentsthesourceinformationforthejournal(typicallyjournal,volume,
issue,pages,andsometimestheyear).Itismostoftenthemostcomplexandinconsistentlineofdatainyourdatafile—anditis
alsothemostimportant.Asaresult,theEndNotefiltersprovideasortofsafetynettocatchinconsistentlyenteredsourcedata.
ThetagsandtemplatesdefinedintheTemplatespanelareusedfirsttoimportsourcedata.Ifasourcelineinadatafiledoesnot
matchanyoftheoptionsinthetemplates,thenEndNoteprovidesyouwithadditionaloptionsforhowtohandlethat.Thefirst
thingyouneedtodoistomakesurethatEndNotehascorrectlyidentifiedthejournalarticlesourcetag.
IdentifyingtheSourceTag
IfthesourcetagfortheJournalArticlereferencetypeintheTemplatessectionofafilterisSOorJN,EndNoteautomaticallyiden-
tifiesthistagasthesourcetag.However,ifthesourcetagdefinedinyourfilterissomethingotherthana"SO"or"JN",youmust
choosetheappropriatetagfromtheJournalArticlesourceTaglist.(AllofthetagsthathavebeendefinedintheJournalArticle
templatewillappearinthe"SourceTag"list.)
Whensourcedataandfiltertemplatesdonotmatch
Ifajournalarticle’ssourcelineinyourdatafiledoesnotmatchasourcelineinyourfilter,youcanchoosehowEndNoteshould
treattheunmatchedsourceline.ThedefaultoptionisUseSmartParsing.EndNote’sSmartParsingdoesitsbesttodistinguish
thejournalname,thevolumenumber,theissuenumber,thepagenumbers,andtheyear,andimporteachintothecorresponding
EndNotefield.Anyinformationthatisnotidentifiedasajournal,volume,issue,pages,oryearisimportedintotheNotesfield,
alongwiththecomment"UsingSmartSourceParsing."(Afterimporting,ifyoususpectthatsomereferencesmaynothave
matchedthedefinedsourcetemplate,itishelpfultouseEndNote’sSearchcommandtosearchforthetext"UsingSmartSource
Parsing"intheNotesfieldoftheimportedreferences.YoumaythencheckthosespecificallytoseeifEndNotecorrectlyinter-
pretedthedata.)
Ifyouchoosetheotheroptiontoimportthesourcedataintoaseparatefield,EndNotedoesnotattempttoparsethesourceinfor-
mation,andinsteadimportstheentireunmatchedsourcelineintowhateverfieldyouhavespecified.
ForanyreferencetypeotherthanaJournalArticle,unmatchedsourcelinesareautomaticallyimportedintotheNotesfield.There-
fore,ifyouhavenotdefinedanexactmatchforasourcelinefoundinabookrecordinyourdatafile,EndNoteimportstheentire
sourcelineintotheNotesfield.
RelatedTopics:
Author
Parsing
Continuation
Lines
Field
Editing
(Import
Filters)
Record
Layout
(Filters)
Reference
Type
The
Basic
Components
of
a
Filter
The
Filter
Editor
window
The
Filter
Manager
The
Source
Line
ImportingMARCRecords
WhatAreMARCRecords?
"MARC"standsforMa
chineR
eadableC
atalogingformat.ItisastandardizedformatdevelopedbytheLibraryofCongressfor
producingmachine-readablebibliographicrecords.Itismuchmoredifficulttoreadthanregulartaggeddata
1
formats,butitcan
stillbeimportedinmuchthesamewayusingEndNote’sfilters.
TheMARCFormatandConnectionFiles
ManyconnectionfilesusetheMARCformatbecauseitisspecifiedaspartoftheZ39.50
2
standard.Whencreatinganewcon-
nectionfile,theTemplatesandMARCRecordsportionsoftheconnectionfileareautomaticallysetuptoimportstandard
USMARC(MARC21)data.Ifyouneedtocustomizethesepartsoftheconnectionfile,theinstructionsinthissectionwould
apply.
RelatedTopics:
1
Taggeddataconsistsofanidentifier,typicallyamnemonictag,intheleftmarginofadatafile,followedbytextforoneormorefields
ofinformation.DatamustbeconsistentlytaggedifitistobeimportedbyEndNoteintotheappropriatefieldsinEndNote.
2
Z39.50isaNISOprotocolthatdescribesthesearchandretrievalofinformationfromonlinedatabases.Itisprimarilyusedfordata
retrievalfrombibliographicdatabases.
Creating
a
Filter
for
MARC
Records
Rules
for
MARC
Import
Filters
The
Basic
Components
of
a
Filter
The
Filter
Editor
window
The
Filter
Manager
The
Filter
Options
Unique
Aspects
of
MARC
Records
UniqueAspectsofMARCRecords
MARCrecordsdifferfromotherbibliographicrecordsintwoimportantways:
NumericTags
TheprimarywayinwhichMARCrecordsdifferfromnon-MARCbibliographicrecordsisintheirrelianceonnumerictags.
Numerictagstypicallyconsistofthreedigitsfollowedbytwospacesandtwomoredigits.Forexample:
245 10   $a a When n you u realize e you u have e too o many
kids: $b a a guide e / $c c Hugh h B
245 14   $a a The angel l with a dirty y mouth h /$c c NickSteel l ; illustrated by y Melissa
Subfields
ThesecondwayinwhichMARCtagsdifferfromotherbibliographicrecordsistheuseofsubfields.
EachnumericallytaggedlineinaMARCrecordmaycontainanynumberofsubfields.Asubfieldtypicallyconsistsoftwocon-
secutivecharacters,thefirstofwhichisthesubfielddelimiterwhichdenotesthestartofanewsubfield.Examplesofsubfields
are"$a"and"$x."Thesubfieldsdonothavetobeconsecutive,asinthesecondrecordintheexampleabove.
IfyouwerecreatingaconventionalfilterforimportingbibliographicrecordsfromaMARCdatabase,youwouldhavetoanticipate
avastnumberofpossiblecombinations,bothoftagsandofsubfields.
BecauseitisdifficulttoanticipateeverypossiblecombinationoftagsandsubfieldsinMARCrecords,EndNoteprovidesyou
withasimplifiedwayofcreatingfiltersforMARCrecords.Thetwosectionsthatfollowtellyouhowtocreateafilterspecifically
forMARCrecords,andthenalertyoutothedifferentrulesthatEndNoteuseswhenimportingMARCrecordsintoanEndNote
library.
RelatedTopics:
Creating
a
Filter
for
MARC
Records
Rules
for
MARC
Import
Filters
The
Basic
Components
of
a
Filter
The
Filter
Editor
window
The
Filter
Manager
The
Filter
Options
What
Are
MARC
Records?
CreatingaFilterforMARCRecords
Onceyouhavecreatedanewfilter,oryouhaveopenedanexistingfilter,selecttheMARCRecordspanelintheFilterwindow.
Documents you may be interested
Documents you may be interested