To access this feature, select Import Filters or Connection Files from the Edit menu. Open the Manager and then select the Edit option.
Converting Text from Uppercase to Lowercase
If the text in your data file appears entirely in uppercase letters, EndNote can convert the text to either Sentence, Headline, or Lowercase format, depending on which option you specify in the Field Editing panel.
To control the lowercasing of a field, select the appropriate field from the Field Editing for: list at the top of the window. The EndNote fields are listed here by their Generic names. Then pick a capitalization option from the Change UPPERCASE text to: list.
Note: For a list of reference type fields and their corresponding Generic field names, see the Generic Reference Type.
For example, a title that appears in a data file as "COMPOST AS A HUMAN NUTRIENT AND HORMONE CARRIER" would import in Headline capitalization as:
Compost as a Human Nutrient and Hormone Carrier
or in Sentence capitalization as:
Compost as a human nutrient and hormone carrier
To keep a field’s text entirely in uppercase characters, select the Do NOT Lowercase option.
You can apply lowercasing on any field as long as all the text in the field is uppercase. If any of the text in the field is in mixed case, EndNote will import it in mixed case.
The Author, Editor, and Translator fields are treated differently from all other EndNote fields. Upon importing author fields into an EndNote library, these fields are automatically converted from uppercase to headline. Due to the special characteristics of these particular fields, the option to change the case is not available in the Field Editing panel.
Omitting Unwanted Characters
Some lines of data have superfluous characters, such as an asterisk (*) or a dash (-), that you may not want to import. For example, in the following lines of data there are dashes in the journal name, and there is an asterisk before each keyword:
SO- American-journal-of-preventive-medicine; 12(9)
DE- *COMPUTER SYSTEMS DESIGN; *DISPLAY DEVICES; *INTERFACES
To prevent unwanted characters from being imported into your EndNote library, use the Field Editing panel to specify the characters that you want to omit:
From the "Field Editing for:" list, select the EndNote field that contains unwanted characters. You will find that the EndNote fields are listed by their Generic names. For a list of reference type fields and their corresponding Generic field names, see the List of Reference Types.
Type the unwanted text in the "Enter text to be omitted (one item per line)" box, and then click Add to add it to the omission list.
When you prevent characters from being imported into an EndNote field, you are omitting the characters from the corresponding Generic field, so the omission applies to every reference type field that corresponds to the particular Generic field. For example, the Secondary Title field corresponds to both the Journal field in a Journal Article reference type and the Series Title in a Book reference type. Therefore, if you omit a dash (-) from the journal name, any dashes found in a Series Title for a Book reference type will also be omitted.
Each item that you want to omit should be entered on a separate line. For example, let’s say that you wanted to omit both underscores (_) and forward slashes (/) from your records’ keywords. First add the underscore, and then add the forward slash. Entering both items on the same line would cause EndNote to omit only instances of "_/", while all other instances of underscores and forward slashes would end up in your keywords. You can omit up to 254 characters per EndNote field.
To remove an item from the list, select the item and click Remove. You may select more than one item by holding down the Shift or Ctrl Command key while clicking on multiple items.
Note: The more items added to the list, the longer it takes EndNote to import records into EndNote. To avoid slowing down the importing process, you may want to start by importing the data into an EndNote library without specifying any omissions. Then use the Find and Replace command from the Edit menu to delete the unwanted words and other text.