Working with Filter Templates (Import Filters and Connection Files)

The most important part of a filter or connection file is the Templates section. The templates define how the various lines of tagged data in your data file should be imported and filtered into the different EndNote fields (such as Author, Year, and Title). Different sets of templates are required for the different reference types that may be in your data file.

The Templates panel consists of individual Reference Type templates which correspond to the way the reference data is presented in the data file. These topics will help you:

• Navigating in the Templates Panel

• Templates for Different Reference Types

• Adding and Deleting Rows in the Filter Template

• Cutting, Copying and Pasting Rows

• Literal Text vs. EndNote Fields

• The {IGNORE} Field

• The Source Line

• The Reference Type Tag

• Fields with Special Characteristics

• When Punctuation Repeats Within a Field