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.

Note: For most connection files, the templates are set up to interpret references in the MARC format. When you create a new connection file, the settings will interpret references in a standard USMARC format.

The Templates panel is divided into a Tag column and a Field(s) column. The tag and its corresponding field(s) are two separate cells in a row. To move from one cell to the next, press the Tab key or click the mouse in the desired cell. To move back to the previous cell, hold down the Shift key while pressing the Tab key.

To change the width of the Tag column in the window, position the cursor over the vertical line dividing the Tag and Field(s) columns. The cursor changes to indicate that you are in the correct place. Click and drag to the right or left to resize the column widths. Click the Reference Type list to change the view to a different reference type (such as from Journal Article to Book).

Templates for Different Reference Types

The Templates panel includes templates for all of the various reference types (Journal Article, Book, and so on). Click the Reference Type list to change the view to a different reference type (such as from Journal Article to Book).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.

Adding and Deleting Rows in the Template

When adding and deleting rows, the order of the tags does not have to match the order of the tags in the data file. There is only one case in which the order of the tags is important: if you are entering multiple variations of one tagged line, you should enter the repeated lines for that tag in order from the most complex to the simplest. This is because EndNote looks for matches starting from the top of the window working down the list of tags. It stops at the first template that matches the tagged data. To enter a new row, press ReturnEnter. The new row is added below the row that has the cursor in it.

Cutting, Copying, and Pasting Rows

You may use the Cut, Copy, and Paste commands to move or duplicate a cell or a row of cells. To do so:

  1. Select a row by dragging the mouse across both columns. (Dragging the mouse vertically across more than one row selects a range of rows.)

  2. To duplicate the selected row(s) elsewhere in a filter, select Copy (Command Key Ctrl +C ) from the Edit menu. If you want to delete the selected row and move it to another location, select Cut (Command Key Ctrl +X ).

  3. Click where you would like the cut or copied row to appear, and select Paste (Command KeyCtrl+V ) from the Edit menu. The pasted row will be inserted above the row where the cursor is located.

Copying and Pasting Between Reference Type Templates

By choosing Select All (Command KeyCtrl+A) from the Edit menu, you can select all the rows in a given Reference Type template. This is useful for copying an entire template to a new reference type or filter. After copying the entire set of templates for a reference type, you may choose a different reference type from the Reference Type list at the top of the window, click in the Tag cell for the new reference type, and select Paste. When you copy information from one reference type (such as Journal Article), and paste the rows into another reference type (such as Newspaper), the field names automatically change to reflect the names used by the new reference type. If there is not a corresponding field name in the new reference type, the original field name in the template is replaced with { IGNORE}, indicating that the data for that tag will be ignored.

These additional topics will help you: