Click Connection Settings to view the panel where all the data is stored to establish a connection. The Connection Settings information is required for EndNote to be able to connect to the online database. These terms and descriptions are part of the Z39.50 standard.
Server Description: The name of the information provider or institution. EndNote displays this name in the title of the Retrieved References window and it is also listed in the Connection Manager window. This information is not used to establish the connection.
Server Address: The server address for the online database. This can be either a numerical IP address or a domain name.
Database Description: The name of the online database. This name is displayed in the Title bar of the Retrieved References window to help you identify the database to which you are connected. It is not used to establish the connection.
Database Name: The command used to select the database on the remote server. This is often a four character code.
Element Set Name: This is normally F for Full or B for Brief. The Element Set Name determines the amount of information that is provided by the server for each retrieved reference. Not all servers support both options, and the fields returned for each option also vary.
Port ID: The TCP/ IP port at the server that is used for a Z39.50 connection. For most Z39.50 connections this is port 210.
Batch Download: EndNote typically retrieves references in batches, for speed and memory reasons. However, some servers are too slow, or their record data is too large, to support batch downloads. You will need to turn batch processing off for such sites. If you are having trouble downloading from a site, you can try deselecting this option.
Record Syntax: Many formats used by Z39.50 servers are supported by EndNote, such as UNIMARC (Universal Machine Readable Cataloging), SUTRS (Simple Unstructured Text Record Syntax), and OPAC (Online Public Access Catalog). When you create a new connection file, it is set up for the MARC21 format. For other formats, the filter section for connection files must be constructed manually. UNIMARC and OPAC use variations of the MARC format ( OPAC commonly adds holdings data). The SUTRS format, because it is "unstructured," does not have a standard format among different databases. The SUTRS format often uses tags (such as "AU" or "Author") to identify the reference data. Check with your database provider for the appropriate settings.
Text: The Text option is used to specify how EndNote should interpret the incoming text characters. Options include ANSEL, Unicode (UTF-8), Unicode (UTF-16), and many other language choices. If you do not have the correct setting, extended characters may import as asterisks, or may be dropped completely. Check with your database provider for the appropriate setting.
Login Information Required: This section is divided into four separate options: User ID, Password, Group ID, and Custom. Select the options required to login to the online database in order to have EndNote prompt you for that information when you connect. You can also store your password and/or IDs in the connection file so that you do not have to enter them each time you connect. Simply type the password or ID into the box provided.
Note: Passwords and IDs may be saved in the connection file for convenience, but do so at your own risk: passwords are not protected or encrypted. If someone else copies or uses your connection file, they will be able to use your stored password.
Sometimes a database server requires a custom format for presenting the password and IDs. For these situations, you may skip the regular password or ID option, check the "Custom" option, and enter the text specified by your server’s Z39.50 documentation. You may either enter your actual password and ID along with the text, or use one of the following placeholders to have EndNote prompt you for the necessary items: ?PASSWORD, ? USERID, ? GROUPID.
For example, a system may require that passwords be presented by Z39.50 clients in the following manner:
pass=?PASSWORD/ dla_ui=yes
If you wanted to store your password ("abc123" for this example) it would look like this:
pass=abc123/ dla_ui=yes