Modifying an Existing Filter, an Example

Modifying an existing filter is useful if you want to create a new filter for a different database by the same provider. Although some information providers offer radically different formats for their different databases, there are others who provide fairly consistent tags and organized data across their databases.

Common reasons for editing a filter include adding a tag to import additional information; removing a tag or using {IGNORE} to omit unwanted data; or fine-tuning the current settings for importing authors or journal source data. The specifics about how to work with templates and options are described earlier in this chapter. This example is intended to provide a general overview of the process of editing a filter.

Adding a Tag and Field to a Filter

Let’s say that you want to modify a filter to import the language of the publication into EndNote’s Language field. In this hypothetical database, the language is preceded by the tag LA-.

To add the LA- tag and direct its contents to the Language field:

From the Tools menu select Import Filters > Open Filter Manager.
In the Filter Manager, select the filter that you want to edit, and then click Edit. (Editing the most recently used filter will also appear as an option in the Import Filters submenu.)
Select the Templates option in the left panel of the window to open the Templates panel.
Click the mouse in any cell of the Journal Article template, and then press Enter to create a new row. (Tags do not need to be in the same order as in the original data.)
Type LA- in the Tag cell (including any preceding spaces), and then press the Tab key to move to the Field(s) cell. Insert the Language field from the Insert Field list. Doing so tells EndNote to import the language information following the LA- tag into EndNote’s Language field.
You can add the LA- tag to the remaining Reference Type templates in the filter. Use the Reference Type list to switch to each reference type template in your filter and repeat the process described above. (Reference types with check marks next to them in the list are the ones that have templates defined for them.
From the filter's File menu, select Save As. Enter a new name for the modified version of the filter, and then click Save.