Templates for Different Reference Types  (Import Filters and Connection Files)

The Templates panel includes templates for all of the various reference types (Journal Article and Book).

Click the Reference Types list to change the view to a different reference type (such as from Journal Article to Book).

The reference types that have a check mark displayed next to them already have a template defined (you can edit the template if you wish). The reference type that appears in bold type is currently the default reference type.

The only reference types templates that need to be filled in are the ones that correspond to the reference types in your data file. For example, if the database from which you are downloading contains only journal articles, you would only need to fill in the templates for the Journal Article section in that particular filter.

Within each reference type template there is a list of tags and their corresponding EndNote field names. These templates should exactly match the way the information is organized in the data file. Any text or punctuation that you see that is not part of a field name (such as "vol. before the Volume) is included to make the template exactly match the data file.

Related Topics

Adding and Deleting Rows in the Filter Template

Cutting, Copying and Pasting Rows

The Basic Components of a Filter

The Filter Manager

Tips for Entering Tags and Fields

Working with Filter Templates