EndNote Library Management
A filter is a file that contains instructions on how EndNote should import references from databases and online catalogs. The filter helps to place imported data into the appropriate fields in the reference window (authors end up in the author field, journal titles end up in the journal title field, etc.).
There is a variety of filters to accommodate the various database/information provider combinations. Any of the filters supplied with EndNote can be modified, and new filters can be created or downloaded from www.cronistalascolonias.com.ar
Using existing filters
There are two parts to using filters: choosing the right export format and choosing the right import filter.
Below is a record exported from MEDLINE in a format called Refer. The codes (%M, for example) identify the data fields: %A = author, %T = title, %J = journal title, etc. The appropriate EndNote filter uses these codes to put the authors in the author field, etc.
Once the data file has been successfully exported from the online resource, the next step is to select the proper filter within EndNote. The EndNote Import/Export LibGuide contains a table that describes export and import procedures for the most commonly used resources at the University of Toledo.
An Import option must be selected whenever a data file is imported. The EndNote filter manager can be used to indicate which import filters are given as options for import.
From the Edit menu, select Import Filters, then Open filter manager…. Using the filter manager (see below), select the filters to be displayed as import options, then close the window.
Before creating a new filter, check the EndNote Import Filters List to see if the desired filter already exists (www.cronistalascolonias.com.ar). Save downloaded filters into the filters subdirectory of the EndNote directory.
Creating new filters and editing existing ones
EndNote includes a filter editor that allows the creation of new filters for unsupported databases or customization of existing filters (in the filter manager window, select the filter to edit and click on the Edit button). For more information about working with the filter editor, consult Help in EndNote's toolbar.
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