Once you have captured and saved your data file in the appropriate format, you should identify the proper EndNote filter to import the data. There are hundreds of filters included with EndNote, each designed to read a specific tagged format from a specific information provider.
To see a complete list of available filters, select Import Filters from the Edit menu, and select Open Filter Manager.
Use the Find by Category listFind by button in the Filter Manager window to find all filters for a particular information provider. To search by name, use the "Quick Search" text box on the EndNote toolbar. You can click the Info triangle button to display additional information about the filter. The Comments section may give critical information about how to appropriately download information from the source database.
When you have located the filters that you want to use, mark them as your favorites by clicking the check boxin the Favorites column to the left of the filter name. You can also mark all of the filters currently showing after using the Find option by clicking Mark All. Once a filter is marked as a favorite, it will appear in the Import Options list in the import dialog.
Note: There are many more databases and services that provide data than there are filters included with EndNote, so in some cases you may need to write your own filter or modify one of ours. See Introduction to Filters for information about creating and modifying filters. You can also check our Web site periodically for new and updated filters (http://www.endnote.com).
If you are uncertain whether a filter matches a data file that you have downloaded, you can compare the format from your downloaded data file to a filter. To do so, select a filter in the Filter Manager, and click the Edit button. When the Filter window opens, select the Templates option in the list at the left of the window to display the tags recognized by that filter.
The tags and templates in the filter should match the data in the file you want to import. See The Basic Components of a Filter for information about editing filters.
By default, all filters provided with EndNote are stored in the Filters folder found in the EndNote program folder. These are the filters displayed when you open the Filter Manager. EndNote also displays filters found in your personal Filters folder.
When you create a new filter, it is saved to your personal Filters folder. When you attempt to save changes to an existing filter, you must use Save As to save a copy to your personal Filters folder. For more information about your personal folders, and information about how to change the location of your personal folders, see Folder Locations Preferences.