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ImportingPDFFolderstoCreateNewReferences
ThisfeatureallowsyoutoconvertexistingcollectionsofPDFfilesintoEndNoterecordswithminimaltypingandcopyingby
extractingDigitalObjectidentifiers(DOI)fromPDFfiles.ThesystemmatchesDOIinformationwithdataavailablefromCross-
Ref(www.CrossRef.org)bycapturingbibliographiccontentandcreatingnewEndNoterecords.
ToimportaPDFfolderwithPDFfiles:
1. Openthelibraryintowhichyouwanttoimportthereferences.
2. FromtheFilemenu,selectImporttoopentheImportdialog.
3. Navigatetotheneededfolder.
4. SelecttheneededPDFfolder,andthenclickImport.
5. SelectthePDFFileorFolderoptionfromtheImport
Option
list.
6. SelectanoptionfromtheDuplicateslist:
l
ImportAll:Importsallreferences,includingduplicates.
l
DiscardDuplicates:Importsallreferencesexceptduplicates.
l
ImportintoDuplicatesLibrary:DuplicatereferencesareimportedintoalibrarycalledFile-Dupl.enl,where”File"
isthenameofthelibraryintowhichyouareimporting.
Bydefault,areferenceisconsideredaduplicatewhentheAuthor,Year,Title,andReferenceTypematchareference
alreadyinthelibrary.SeeDuplicate
Preferences
ifyouwouldliketochangetheduplicatescriteria.
8. ClicktheImportbuttontoimportthePDFfilesfromtheselectedfoldertoyourlibrary.
Note:SeeImporting
PDF
Files
to
Create
New
References
forinstructionsonhowtoimportasinglePDFfile.
Note:Whenperformingtheimportfunction,iftherearetwoDOIsfoundinthefirsttwopagesofaPDFdocument,EndNotewill
putbothDOIsintheDOIfield.ThePDFisthenattachedandthefilenameisputintheTitlefield.
Whentheimportiscomplete,thenewrecordisstoredintheImportedReferencesgroup,andwillincludebibliographicinfor-
mationgivenfortheDigitalObjectIdentifier(DOI)minedfromthePDFfilesuchastitle,author,volume,issue,page,year,and
DOI.ThisisaperfecttimetoaddakeywordtotheimportedreferencewiththeChangeFieldcommandortoperusetheimported
datatomakesureitimportedasexpected.Makesuretocheckreferencesthatcontainextendedcharacters.
Note:SelectTools>ChangeandMoreFieldsfromtheToolsmenutoaccesstheChange
Fields
feature.
TheImportedReferencesgroupisatemporarygroupthatisreplacedeachtimeyouimportanothersetofreferences.Itis
removedwhenyouexitEndNote(althoughthereferencesremaininthelibrary).
Toreturnallofyourreferencestothelibrarydisplay(includingthenewlyimportedones),selectShowAllReferencesfromthe
ReferencesmenuorclicktheAllReferencesgroup.
ImportingReferencesfromOtherBibliographicSoftwarePrograms
IfyouwishtoconvertreferencesfromanotherbibliographicprogramintoEndNote,consultthechartbelowforinstructions.
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ConversionUtilitiesattheEndNoteWebSite
Insomecases,youmaybedirectedtodownloadaconversionutilityorinstructionsfromtheEndNoteWebsiteat:http://www-
.endnote.com
.Followthe"SupportandServices"linkfromthehomepagetodisplaytheEndNoteTechnicalSupportpage.Under
"Downloads,"followthe"Databaseconversionutilities"link.Someconversionutilitiesareavailableonlyforaspecificplatform
(WindowsorMacintosh).
UnsupportedDatabases
Ifyourprogramisnotonthechart,seeCreating
a
Tab
Delimited
Format
forimportingintoEndNote.Ifyourdatabasedoesnot
offeratab-delimitedexportoption,contacttechnicalsupportforothersuggestions.
Software
BasicConversionInstructions
BookendsandBookendsPro
YouhaveseveraloptionswhenconvertingfromBookendsor
BookendsPro.InrecentversionsofBookends,youcanExport
usingthe“XML(EndNote8orlater)”setting,andthenImportthe
fileintoEndNoteusingtheEndNotegeneratedXMLoption.Or,
ExportfromBookendsusingthe“bibliographicformat”option,
andselecteitherthe“RIS”orthe“EndNoteExport(Refer)”for-
mat,andthenImportthefileintoEndNoteusingthematching
“RIS”or“Refer”Importoption.
BibeX
User-contributedutilitiesandinstructionsforconvertingBibTeX
filesareavailablefromtheEndNoteWebsiteat:http://ww-
w.endnote.com.GototheSupportandServicessection.Under
Downloads,findBibTexConversionTools,andthenclickMore
tobrowsetheFTPsite.
Citation6and7
ConversionutilitiesareavailablefromtheEndNoteWebsite.
Gotohttp://www.endnote.com/support/enconversion.asp
.
EndNoteLibrary
GototheFilemenuinEndNote,selectOpen,andthenselect
OpenLibrary.LocateandOpentheoldEndNotelibrary.Theref-
erenceswillbecopiedintoanewEndNotelibrary.
NoteBookIIPlusand
ConversionutilitiesareavailablefromtheEndNoteWebsite.
Gotohttp://www.endnote.com/support/enconversion.asp
.
Papyrus6and7
ConversionutilitiesareavailablefromtheEndNoteWebsite.
Gotohttp://www.endnote.com/support/enconversion.asp
.
ProCite
SeeCreating
a
Library
from
ProCite
.
PublishorPerish
AconversionutilityisavailablefromtheEndNoteWebsite.
Gotohttp://www.endnote.com/support/enconversion.asp
.
Ref-11
AconversionutilityisavailablefromtheEndNoteWebsite.
Gotohttp://www.endnote.com/support/enconversion.asp
.
ReferenceManager
SeeCreating
an
EndNote
Library
from
Reference
Manager
.
Refer/BibIX
UsetheRefer/BibIXimportoptiontoimportaReferorBibIXtext
file.
RefWorks
SeeadescriptionunderFrequentlyAskedQuestionsat
http://www.endnote.com/support/ensupport.asp
.
ConversionInstructionsTable
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ImportingReferencesfromPubMed
FollowthestepsbelowtodownloadyoursearchresultsfromthePubMedWebsiteandtoimportthemintoyourEndNotelibrary.
1. GotothePubMedWebsiteinyourWebbrowserathttp://www.ncbi.nlm.nih.gov/pubmed
.
2. IntheSearchfield,enteryoursearchcriteriatoexecuteyoursearch.ClicktheSearchbutton.
3. SelecttheneededresultsandthenselectFilefromthe"Sendto"menu.
4. SelectMEDLINEfromthe"Format"menu.
Note:
If
you
select
Citation
Manager
from
the
"Send
to"
menu,
then
you
can
export
your
selected
PubMed
records
directly
to
EndNote.
See
"PubMed"
under
the
Information
column
in
Direct
Export
Providers
for
more
information
about
this
fea-
ture.
5. Selectasortorderfromthe"Sortby"menu.ThedefaultsortorderisRecentlyAdded.
6. ClicktheCreateFilebutton.Thiswillbringupadialogboxallowingyoutosaveyourselectedreferencesasatextfile.
7. ClicktheSavebuttontosavethefiletoyourcomputer.Savethefilesomewhereeasilyaccessiblesuchasyourdesktop.
Thedefaultfilenameispubmed_results.txt.Youmaychangethefilename,butwerecommendsavingthefilewiththe.txt
extension.
8. InEndNote,openthelibrarywhereyouwouldliketosavethesereferences.
9. FromtheFilemenu,selectImport>Filetoopenadialogbox.
10. ClicktheChoosebutton,andthenselectthedownloadedpubmed_result.txtfilefromyourPC.
11. IntheImportOptionfield,selectOtherFilters,andthenselecttheimportfiltercalledPubMed(NLM)fromtheChoosean
ImportFilterdialog.
12. DonotselectanyoptionsfromtheDuplicatesandTextTranslationfields.
13. ClicktheImportbuttontoimportyourreferences.
14. LookinyourGroupscolumntoseeanewgroupcalledImportedReferences.Allthereferencesthatyoudownloadedfrom
PubMedwillappearinthisgroup.
Note:ManyinformationprovidershaveWebsitesthatincludeadirectexportoptionthatallowsyoutosendcopiesofref-
erencesdirectlytoanEndNotelibrary.SeeDirect
Export
Providers
forinformationaboutthisfeaturerelatingtothePubMed
Website.
Note:Instep7,ifyouhaveapopupblockerenabled,suchastheonethatcomesbydefaultfromWindowsXPServicePack2,
youmayneedtodisablethepopupblockertemporarilytoallowthePubMedWebsitetosendyouthefile.
SummaryofOutputFormatsandCorrespondingImportOptions
AsubsetofthesupportedservicesandtheirrecommendedoutputformatsandimportfiltersarelistedunderOutput
Formats
with
Corresponding
Import
Options
.Atthetimethismanualwasprinted,thesewerethecurrentformatoptionsforeachinformation
providerlistedinthetable.Ifyoufindthattheseformatshavechanged,pleasecheckthedocumentationfromyourinformation
providerorcontactus.
Beforeyoudownloadreferencesfromanonlinesource,pleaseconsidercopyrightissues.
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CopyrightIssuesandFairUseofDownloadedData
EndNotegivesyouthecapabilitytoimportreferencesdownloadedfrom
onlinedatabasesintoitslibraries.Someproducersofonlinereferencedata-
basesexpresslyprohibitsuchuseandstorageoftheirdata,otherscharge
anextrafeeforalicensetousethedatainthisway.Beforeyoudownload
referencesfromadatabase,besuretocarefullycheckthecopyrightand
fairusenoticesforthedatabase.Notethatdifferentdatabasesmayhave
varyingrestrictions,evenfromthesameinformationprovider(suchas
DIALOGorOvid).
DirectExportfromWebPages
CopyingandPastingReferencesfromaDocumentintoEndNote
Ifyouhaveabibliographythatistooinconsistentordifficulttoparseusingyourwordprocessor(assuggestedinCreating
a
Cus-
tom
"Tagged"
Format
),youcanusetheCopyandPastecommandsasanalternativemethodforgettingyourdataintoEndNote
andstillavoidalotofre-typing.Forexample,let’ssayyouhaveapaperwithabibliographyentrysuchas:
Blocker,C.
TotransferthereferencesintoEndNote:
1. Openthelistofreferencesinawordprocessor.
2. SelectareferenceandcopyitusingtheCopycommandinyourwordprocessor’sEditmenu.(Somewordprocessors
allowyoutotriple-clickaparagraphtoselectthewholethingatonce.Thatmightbeausefulshortcutforquicklyselecting
areference.)
3. OpenyourEndNotelibrary,andselectNewReference(
+N)fromtheReferencesmenutocreateanewreference.
4. PutthecursorintheTitlefieldofthenewreferenceandselectPastefromtheEditmenu.
ThiswillpastetheentirereferenceintotheTitlefieldoftheReferencewindow.Fromhere,youcandrag-and-drop(orcutand
paste)theindividualpiecesofdataintotheirproperfields.Besuretoremoveextraneouspunctuation,andmakesureauthor
namesareeachonaseparateline.Followtheguidelinesforentering
references
.SeeReference
Type
Preferences
forinfor-
mationaboutsettingadefaultreferencetypefornewreferences.
ImportingfromCD-ROMSandOnlineDatabases
ImportingReferencesDownloadedfromCD-ROMsandOnlineDatabases
Ifyouhaveaccesstoanonlinebibliographicdatabase,auniversitycatalog,orabibliographicdatabaseonCD-ROM,youcan
probablyuseEndNote’simportfilterstoimporttextfilessavedordownloadedfromthesesources.EndNotefiltersarecon-
figurablesotheygiveyoutheflexibilitytoimportthereferencedatayouneed,andeliminatedatayoudonotneed.
TherearetwomainthingsyouneedtoknowinordertocorrectlyimportdownloadedreferencesintoEndNote:
1. Howtodownloadthedataintherightoutputformat.SeeGetting
Data
in
the
Right
Format
.
2. WhichimportfiltertousetoimportthedataintoEndNote.SeeChoosing
the
Correct
Import
Filter
.
ThetableinSummary
of
Output
Formats
and
Corresponding
Import
Options
summarizesanumberofcommonsourcesofbib-
liographicdata,theinstructionsfordownloadingtaggedfiles,andtheEndNoteimportoptiontousetoimportthereferencesinto
EndNote.
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GettingDataintheRightFormat
ToimporttextwithanyoftheEndNotefilters,thedatamustbeconsistently"tagged,"witheachtagstartingonanewline,and
thefilesavedastext.Herearetwoexamples:
AU- CRAMER, , -
TI- AQUATIC
PY- 1993
SO- ENVIRONMENTAL-POLLUTION. VOL. 5, , NO. 2, , PG.54-79
DE- LAKES, , ACIDIFICATION, , ENVIRONMENTAL L EFFECTS, , MACROPHYTES, , ECOLOGY, PLANT T PHYSIOLOGY
Author: Cramer,
Title: Aquatic c macrophytes s and d lake e acidification
Year: 1993
Source: Environmental l Air Pollution. . Vol. 5(2) pp.54-79
Keywords: lakes--acidification--environmental
Note:Ifdataisinconsistentlytagged,orpoorlydelimited,itmaynotbepossibletoimportallthedataaccurately.SeeA
Com-
ment
About
Difficult
Data
Files
.
Ifreferencesaresenttoyouinthebodyofanemail,savetheemailtoaplaintextfile.Youwillimportthetextfile.
ChoosingtheCorrectImportFilter
Onceyouhavecapturedandsavedyourdatafileintheappropriateformat,youshouldidentifytheproperEndNotefiltertoimport
thedata.TherearehundredsoffiltersincludedwithEndNote,eachdesignedtoreadaspecifictaggedformatfromaspecificinfor-
mationprovider.
Toseeacompletelistofavailablefilters,selectImportFiltersfromtheEditmenu,andselectOpenFilterManager.
UsetheFindbyCategorylistintheFilterManagerwindowtofindallfiltersforaparticularinformationprovider.Tosearchby
name,usethe"QuickSearch"textboxontheEndNotetoolbar.YoucanclicktheInfotrianglebuttontodisplayadditionalinfor-
mationaboutthefilter.TheCommentssectionmaygivecriticalinformationabouthowtoappropriatelydownloadinformation
fromthesourcedatabase.
Whenyouhavelocatedthefiltersthatyouwanttouse,markthemasyourfavoritesbyclickingintheFavoritescolumntotheleft
ofthefiltername.YoucanalsomarkallofthefilterscurrentlyshowingafterusingtheFindoptionbyclickingMarkAll.Oncea
filterismarkedasafavorite,itwillappearintheImportOptionslistintheimportdialog.
Note:TherearemanymoredatabasesandservicesthatprovidedatathantherearefiltersincludedwithEndNote,soinsome
casesyoumayneedtowriteyourownfilterormodifyoneofours.SeeIntroduction
to
Filters
forinformationaboutcreatingand
modifyingfilters.YoucanalsocheckourWebsiteperiodicallyfornewandupdatedfilters(http://www.endnote.com
).
ComparingaFiltertoaDataFile
Ifyouareuncertainwhetherafiltermatchesadatafilethatyouhavedownloaded,youcancomparetheformatfromyourdown-
loadeddatafiletoafilter.Todoso,selectafilterintheFilterManager,andclicktheEditbutton.WhentheFilterwindowopens,
selecttheTemplatesoptioninthelistattheleftofthewindowtodisplaythetagsrecognizedbythatfilter.
Thetagsandtemplatesinthefiltershouldmatchthedatainthefileyouwanttoimport.SeeThe
Basic
Components
of
a
Filter
for
informationabouteditingfilters.
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ChangingtheFilterFolder
Bydefault,allfiltersprovidedwithEndNotearestoredintheFiltersfolderfoundintheEndNoteX6programfolder.Thesearethe
filtersdisplayedwhenyouopentheFilterManager.EndNotealsodisplaysfiltersfoundinyourpersonalFiltersfolder.
Whenyoucreateanewfilter,itissavedtoyourpersonalFiltersfolder.Whenyouattempttosavechangestoanexistingfilter,
youmustuseSaveAstosaveacopytoyourpersonalFiltersfolder.Formoreinformationaboutyourpersonalfolders,andinfor-
mationabouthowtochangethelocationofyourpersonalfolders,seeFolder
Locations
Preferences
.
CreatingFilesThatEndNoteCanImport
CreatingStructuredTextFilesthatEndNoteCanImport
WhatdoyoudoifyourdataisnotinaformatthatEndNotecanautomaticallyimport?Youcandooneofseveralthings(orevena
combinationtheseoptions):
l
RearrangethereferencedatausingyourwordprocessorsothatitisinaformatthatEndNotecanimport(oneofthetwo
optionslistedattheendofthistopic).
l
CopyandpasteeachpieceofdatafromitssourceintotheproperfieldsinEndNote,asdescribedinCopying
and
Pasting
References
.
l
EnterthedatamanuallybytypingitintoEndNoteasdescribedinEntering
References
.
CreatingafilethatEndNotecanimportcanbealotofworkifyourdataisinanarbitraryorinconsistentformat.Ifyouonlyhavea
fewreferencestoimport(lessthan30or40),itmightbefasterandeasiertoretypethemorcopyandpastethereferencesthanto
trytoputthemintoaformatthatEndNotecanimport.
However,ifyouhavemanyreferencestoimport,itmightsavetimetofirstmanipulatethedatainawordprocessorasbestyou
can,andthenimportthereferencesintoEndNoteandcleanupthereferencesthere.Eveniftheimporteddatadoesnotcome
throughperfectly,itcanberearrangedwithEndNote’svariouscommands,drag-and-drop,andcopyandpaste.
ThesearetwodifferentformatsthatyoucanputyourdataintosuchthatitcanbeimportedintoEndNote:
l
Atab-
delimited
format
(bestifyourdataisinadatabaseorspreadsheetthatcanexporttoatab-delimitedfile)
l
Atagged
format
(bestforwhenyourdataisinawordprocessordocumentandlookslikeabibliography)
Note:ToallowfortheappropriateimportofUnicode
1
characters,saveTextEditfilesasWestern(MacOSRoman),andsave
MicrosoftWordfilesasUnicodeText(UTF-8).IftheappropriateoptiondoesnotappearontheSavedialog,youcanfirstselect
itunderPreferences.
CreatingaTab-DelimitedFormat
TheTab-delimitedimportoptioncanimporttextfilesinwhicheachreferenceisseparatedbyaparagraphmark(¶),andthefields
withinareferenceareseparatedbytabs.Mostdatabasesorspreadsheetscanexportatab-delimitedtextfile.
PreparingtheDataBeforeExporting
AuthorNames
1
TheUnicodeWorldwideCharacterStandardisacharacterencodingsystem.Unicodeprovidesauniquenumberforeverycharacter
usedbytheprincipalwrittenlanguagesintheworld,alongwithcodesforafullrangeofpunctuation,symbols,andcontrolcharacters.
Thesecodesareconstant,nomatterwhattheplatform,theprogram,orthelanguage.Itallowsdatatobetransportedthroughmany
differentsystemswithoutcorruptionofextendedcharacters.
Beforeyouexportdatafromadatabaseorspreadsheetintoatextfile,werecommendthatyouseparatemultipleauthornames
withasemicolon(;)ortwoforwardslashes"//".Forexample:
McCartney,P.//Harrison,G.//Lennon,J.
Ifyoucannoteasilydothisinyourdatabase,youcandoitafterexportingormanuallyeditthedataafteritisinEndNote.
ReferenceTypes
Ifpossible,youshouldmakesurethateachreferenceincludesafieldindicatingthereferencetype.UseEndNote’sReference
TypenamessothatEndNoteisabletorecognizetheformats.Ifyouhaveonlyonetypeofreference(suchasJournalArticles),it
isnotnecessarytodothis—theimportsettingscanindicatethatallreferencesshouldbeimportedasjournalsbydefault.
IfyoucannotlabeleachreferencewiththeappropriateReferenceTypename,youshouldexportyourdataintoseparatefiles
basedonreferencetype.Thismakesiteasytopreservetheoriginalreferencetypesofthereferenceswhenimportingthedata
filesintoEndNote.
PreparingtheDataFileforImport
Oncethetab-delimitedfile(s)aregenerated,youmustopeneachfileinatexteditororwordprocessorandaddtwolinestoit.
TheselinestellEndNotewhatthedefaultreferencetypeisforthedataandhowthedatashouldbeinterpreted.
FirstLine:TheDefaultReferenceType
Thefirstlineofthefilemustdefinethedefaultreferencetypefortheentirefile.Theformatforthefirstlineisanasteriskimme-
diatelyfollowedbyavalidEndNotereferencetype,followedbyaparagraphmark(¶).Forexample:
*JournalArticle<¶>
Afileofjournalarticlesmightlooklikethis:
*JournalArticle
<¶>
Author
<tab>Year<tab>Title
<tab>Journal
<tab>Volume
<¶>
Jones,J//Shoe,S <tab>1994<tab> > EasyFood <tab>J.ofEating
<tab>1
<¶>
Woo,W//Lee,L
<tab>1995<tab> RainHats
<tab>J.ofClothing <tab>2
<¶>
Carlos,C\\Luis,L <tab>1991<tab> > CellPhone e <tab>J.ofPhones <tab>3
<¶>
DefaultReferenceTypeTable
FirstLine:CustomizedReferenceType
Ifyouhavecustomreferencetypes,youmaycheckthembyfollowingtheseinstructions.
1. SelectPreferencesfromtheEndNotemenu.
2. SelectingReferenceTypes.
3. ClicktheModifyReferenceTypesbutton.
Afileofarticlesinwhichyouareusingcustomizedreferencetypesmightlooklikethis:
*MyReferenceType <¶>
Author
<tab>Year<tab>Title
<tab>Journal
<tab>Volume
<¶>
Jones,J//Shoe,S
<tab>1994<tab> EasyFood <tab>J.ofEating
<tab>1
<¶>
Woo,W//Lee,L
<tab>1995<tab> RainHats
<tab>J.ofClothing <tab>2
<¶>
Carlos,C\\Luis,L
<tab>1991<tab> CellPhone e <tab>J.ofPhones <tab>3
<¶>
CustomizedReferenceTypeTable
Note:Ensurethatthegenericfieldsforthereferencetype(ModifyReferenceTypesdialog)appearinline2.
FirstLine:UsingMultipleReferenceTypes
Ifyoucouldnotmakeseparatefilesbasedonreferencetype,youcanspecifyeachreferencetypewithinonefile.Inthiscase,
yourfirstlinemustbethelistoffieldnamesfoundintheGeneric
referencetype,startingwithafieldfor"ReferenceType."Then
youcanusetheadditionalReferenceTypecolumntodefinetheactualEndNotereferencetypenames.Forexample:
ReferenceType <tab>Author
<tab>Year<tab>Title
<tab>
Secondary
Title
<tab>Volume <¶>
JournalArticle
<tab>Jones,J//Shoe,S<tab>1994<tab> EasyFood <tab>J.ofEating
<tab>1
<¶>
BookSection
<tab>Woo,W//Lee,L <tab>1995<tab> > RainHats
<tab>J.ofClothing
<tab>2
<¶>
Report
<tab>Carlos,C\\Luis,L<tab>1991<tab> CellPhone e <tab>J.ofPhones
<tab>3
<¶>
UsingMultipleReferenceTypesTable
SecondLine:EndNoteFieldNames
Thesecondlineofthetab-delimitedfilemustcontaintheactualfieldnamesusedbyEndNoteintowhichyouwantthedata
imported.Theorderofthefieldnamesdoesnotmatteraslongastheycorrespondtotheorderofthedataintherowsbeneath
themandcorrespondtothenamesofthedefaultreferencetype.
Forexample,ifyourdefaultreferencetypeis"*JournalArticle,"thenthefieldnamesinthesecondlineofyourfilewillbethoseof
theJournalArticlereferencetype:
*JournalArticle
<¶>
Author
<tab>Year<tab>Title
<tab>Journal
<tab>Volume
<¶>
Jones,J//Shoe,S <tab>1994<tab> > EasyFood <tab>J.ofEating
<tab>1
<¶>
Woo,W//Lee,L
<tab>1995<tab> RainHats
<tab>J.ofClothing <tab>2
<¶>
Carlos,C\\Luis,L <tab>1991<tab> > CellPhone e <tab>J.ofPhones <tab>3
<¶>
EndNoteFieldNamesTable
Note:Thefieldnamesmustbeseparatedbytabsandaparagraphmarkmustfollowthelastfieldname.
AdditionalConsiderations
l
ANSI,ASCII,orUTF-8formattedtextfilescanbeimported.Thismeansthatnofontstylesortextstylescanbepreserved
duringimport.
l
AllfieldnamesandreferencetypenamesinthefilemustbeidenticaltothoseinEndNote.SeetheList
of
Reference
Types
foralistingofallofthereferencetypesandfieldnames.
l
Multipleauthornamesshouldbeseparatedbysemicolons(;)orbytwoforwardslashes(//).
l
Fieldscannotcontaintabsorparagraphmarks.Letthelinesofdata"wrap"tothenextline.
l
Leadingandtrailingspacesareremovedduringimporting.
l
Nouppercaseorlowercaseconversionismadeduringimporting.
l
Areservedfieldnamecalled"Unused"maybeusedfordatathatyoudonotwantimportedintoEndNote.
ErrorsWhileImportingTab-delimitedFiles
WhenyouarereadytoimportthisfileintoEndNote,selectImportfromtheFilemenu,andthenselectTab-Delimitedasyour
importoption.   SeeGeneral
Importing
Instructions
.
IfEndNotecannotimportarecordorafieldwithinarecord,itwillalertyoutotheerror.Therearethreebasicalerts:
l
BadDefaultReferenceType—ThedefaultreferencetypethatyouspecifiedinthefirstlineofthefileisnotavalidEnd-
Notereferencetypename.(Theproblemcanbeassimpleasextraspacesafterthereferencetypenameinyourtextfile.)
l
BadFieldName—Afieldnamethatyouenteredinline2ofthefileisnotavalidEndNotefieldname.
l
MissingReferenceTypeInformation—Thereisnodefaultreferencetypespecifiedforthefileandthereisnoreference
typefielddefinedforthereferences.
Ifyougetoneoftheseerrormessagesduringtheimportprocess:
1. Opentheimportfileinawordprocessor.
2. Correcttheproblem.
3. Savethefileasatextfile
4. Repeattheimportprocess.
RelatedTopics:
Choosing
the
Correct
Import
Filter
Creating
a
Custom
"Tagged"
Format
Creating
a
Tagged
"EndNote
Import"
File
Creating
Structured
Text
Files
that
EndNote
Can
Import
General
Importing
Instructions
Import
Options
Importing
Reference
Data
into
EndNote
Importing
References
Downloaded
from
CD-
ROMs
and
Online
Importing
References
From
Other
Bibliographic
Software
Programs
Summary
of
Output
Formats
and
Corresponding
Import
Options
CreatingaCustom"Tagged"Format
IfyouhavealargebibliographythatyouwouldliketoimportintoEndNote,itmaybepossibletouseyourwordprocessor’sFind
andReplacecommandstoinsertdescriptivetagsinfrontofsomeofthefieldsofdatasothatEndNotecanaccuratelyimportthe
references.Inadditiontoaddingtags,youalsoneedtomakeafiltertoreadyourtags.(SeeChoosing
the
Correct
Import
Filter
for
informationaboutusingapredefinedEndNoteImportformatifyouwouldrathernotcreateyourownfilter.)
Thistopicoutlinesthebasicstepstoconvertabibliographyintoataggedtextfile.
StepI.SaveaCopyofYourFile
l
Openyourbibliographyinawordprocessorandsaveacopyofthefilewithanewname(thisisyourbackup).
l
Removeeverythingbutthereferencedatafromthefile.
StepII.AddDescriptiveFieldTags
Useyourwordprocessor’sFindandReplacecommandstosearchforuniquedelimiters
1
betweenfields,andinsertparagraph
marksanddescriptivefieldtagsinfrontofspecificfields.Forthisexample,wewillshowaverysimplecasewhereonlythestart
ofeachreferenceistagged,andthefilterdoestherestofthework.Thisworkswellforreferenceliststhathavecleardelimiters
separatingtheindividualcomponentsofthereference(author,year,title,andsoon).Insomecases,youmayhavebetterresults
makingadditionalreplacementsinthetextfilebeforeimporting.Themoretagsyouaddtoyourdata,thegreaterdegreeofaccu-
racyyoucangetwiththeimportfilter.
Supposeyourreferenceslooklikethis:
Jones,M.
Billoski,
Theprocessofconvertingthisbibliographicformattoataggedformatwouldbesomethinglikethis:
l
Searchfor2paragraphmarks(sincethereferencesareseparatedby1blankline),andreplacewithtwoparagraphmarksand
atag"XX-"followedbyaspace.
Theresultisataggeddata
2
filethatlookslikethis:
XX-Jones,
XX-Billoski,
Onceyouhavemadeallthechangestotagasmuchofthedataasnecessary,savethefile(asaplaintextfile),andcreatean
importfiltertomatchthetagsandformatsofthereferences.
StepIII:CreateaFilter
UsingEndNote,createanewfiltertoreadyourdatafile(seeCreating
a
New
Filter
).Thetemplateofafilterfortheabovedatafile
wouldlooklikethis:
Tag
Field
XX-
Author(Year)"Title"Journal.Vol.Volumeno.
Issue,
Note:EachfieldlistedfortheTagmustappearineachofyourreferences.Ifareferenceismissinganyofthefields,theentire
referencewillnotbeimportedintoyourEndNotelibrary.
StepIV:CleanUptheData
Afteryousetupyourfilewithtagsandcreateafiltertoimportit,youshouldtestandrefinethefilterbyimportingintoanew
library.Onceyourfilterisworkingasyouwouldlikeit,youcanuseittoimportthedatafileintoyourrealEndNotelibrary.
Ifyoucannotgetthefiltertoimporteverythingexactlyasyouwant,youmayhavetodosomemanualeditingtocorrectthiseither
beforeorafterimportingthedataintoEndNote.Youmightfinditusefultoimportintoatestlibrary,thenusetheChange
Fields
,
1
Delimitersarepunctuationmarksthatseparatesonetermorfield(oranypieceofdata)fromanother.Delimitersareusedinthecon-
textoftemporarycitationmarkers(thecurlybracesaredefaultdelimitersthatidentifythetemporarycitationsinthebodyofyourtext)
andtermlists.
2
Taggeddataconsistsofanidentifier,typicallyamnemonictag,intheleftmarginofadatafile,followedbytextforoneormorefields
ofinformation.DatamustbeconsistentlytaggedifitistobeimportedbyEndNoteintotheappropriatefieldsinEndNote.
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