Reference Type (Import Filters and Connection Files)

Default Reference Type

The default reference type tells EndNote which reference type to use if it cannot identify the reference type of a record. For example, suppose that in one filter, you specify Journal Article as your default reference type, and create a template for it. If you import a data file containing conference proceedings records for which you have not defined a Reference Type template, any conference proceedings records will import as Journal Articles. Also, if the database that you use does not specify a Reference Type tag, all reference types in your data file will import as your default reference type. (See The Reference Type Tag for information about defining the reference types tag in a template.)

Note: The default reference type is always indicated with bold text in the Reference Types list on the Templates panel.

Identifiers

Some information providers, such as Ovid Technologies,

These identifiers are also used to import data files that contain references from multiple databases. EndNote can import multi- source files like that as long as each record in the data file has a vendor and a database tag at the start of the reference. The identifiers must also be entered into the appropriate filters in the Filters folder. When you are ready to import a file that has data from multiple sources in it, be sure to select the Multi-Filter import option in the Import dialog.

The way that EndNote is able to know which filter to use is by these Identifier tags entered into the filter. Both identifiers must be used. The first identifier should be the tag that includes the name of the information provider. For this example it is "VN. The exact text that follows that tag for each record should be entered into the corresponding box in the Identifiers section. The next tag is used to identify the database, such as Medline or BIOSIS. Enter the tag used for the database name, and then enter the database name exactly as it appears in each reference.

For example, for EndNote to read in this data:

<1>

VN     Ovid Technologies, Inc.

DB     Ovid MEDLINE

AU     Jacobson, R; Campbell, S

PY     1999 etc.

For Vendor Identification, enter the Tag " VN" and the Text " Ovid Technologies".

For Database Identification, enter the Tag " DB" and the Text " Ovid MEDLINE".

Related Topics

Author Parsing

Continuation Lines

Field Editing (Import Filters)

Record Layout (Filters)

Source Parsing

The Basic Components of a Filter

The Filter Editor window

The Filter Manager

Working with Filter Templates