The remainder of the options listed in the Filter window below Templates provide the tools for fine tuning your filter. These options include, among other things, how author names should be interpreted, how text is indented in your data file, and which characters should be omitted when you import records into an EndNote library.
When possible, EndNote provides a Smart option for your choices in configuring the filters. Wherever you select a Smart option, it means that EndNote will do it’s best to interpret the data. If you do not know exactly how the reference is configured in the data file, or if there is a lot of variability among the format of the references, then the Smart options are probably going to be the most reliable settings. In cases where the Smart option does not work for your data file, you may try the other options provided for that particular setting.
These topics describe the various filter options: