This topic provides a general overview of how to create a new filter. You can view an example of a data file, and the templates portion of a filter to match it (see Example Data File and Templates).
The basic steps to create a new filter are:
From the Edit menu, select Import Filters and select New Filter.
If you would like, you may enter a category for the filter (usually the information provider is used for the category), and any other comments about what the filter is based on or what data it is used to import.
Click on the Templates option.
From the Reference Types list, select the first reference type that you would like to define, and enter the necessary tags and the corresponding fields into the reference type template. See Working with Filter Templates.
Define additional reference types, as necessary, by selecting them from the Reference Types list and entering the tags and fields for them as well.
Click the Reference Type option in the list of panel names, and select the default reference type for the filter.
At this point, you may have entered enough information to use the filter successfully. Try it out by choosing it as the import option to import your data file into a new, empty library. Review the imported references to be sure that they imported correctly. Fine tune the filter as necessary (see The Filter Options).
Note: If you need a reference type that does not appear in the Reference Type list, see Adding and Deleting Reference Types.
For additional help, see Tips for Entering Tags and Fields and Example Data File and Templates.