Example Data File and Templates

Below is a sample of a record in a data file and the filter Templates panel configured to import the data. See Working with Filter Templates for details about configuring templates.

Sample Record from a Data File

FN- DIALOG

Note: The trailing vertical bars at the end of each line will be stripped out by EndNote. Do not include them in the filter.

To create a template for the Journal Article reference type:

  1. Select "Journal Article" from the Reference Types list.

  2. Type TI- in the tag cell, then press Tab to move to the Field column. Insert the Title field using the Insert Field button.

  3. Press ReturnEnter to move to the next line.

  4. Type the next tag to import and insert the corresponding field. Continue entering the rest of the tags and fields until all of the necessary information is covered by the filter. Skip any tags for data that you are not interested in importing.

This is what the resulting Templates panel of the filter should contain:
 

Tag

Field(s)

AN-

Accession Number

TI-

Title

AU-

Author

CS-

Author Address

JN-

Journal; Volume (Issue) pPages

PY-

Date Year

SN-

ISSN

DT-

ANALYTIC; SERIAL

AB-

Abstract

GS-

Keywords

DE-

Keywords

Note: It is important to remember that the source line in a filter must exactly match the source line in the data file for EndNote to distinguish one field from another. You will often find more than one variation of a source line for a given reference type in a database, in which case you will need to create a separate source line for each variant in your download, starting with the most complex source line and ending with the least complex source line. As a backup, select the appropriate Source Parsing option.

Related Topics

Creating a Filter for MARC Records

Creating a New Filter

Tips for Entering Tags and Fields

Working with Filter Templates