The Source Line in Import Filters and Connection Files

The source line is typically the most complex line of data in a record because it contains all of the information about the source of the publication. For a journal article, the source line may contain the journal name, the volume number, the issue number, page numbers, and the year of publication. For a book, the source line may contain the publisher, the city, and the number of pages.

The source line in your filter must match exactly the source line in the data file in order for EndNote to distinguish one piece of information from another. You will often find more than one variation of a source line for a given reference type in a single data file, in which case you will need to create a separate source line for each variant, starting with the most complex source. The three source lines displayed below come from a single database:

SO: Semin-Oncol. 76(3):465-71 1998

SO: Semin-Oncol. 127:5-24 1999

SO: Eur-J-Cancer. 118/6 (654-657) 1998

In the first SO: tag line, parentheses enclose the issue number "(3)." In the second SO: tag line, there is no issue, so a colon separates the volume number and the page numbers "127:5-24." In the third SO: tag line, a slash separates the volume number and the issue number "118/6" and parentheses enclose the page numbers "(654-657)."

Each variant in the data file’s source lines must be defined in your filter. Since EndNote tries to match the source line in the data file with the first defined source line in your filter, you should place the most detailed source line first, followed by progressively less detailed source lines.

The filter for the above source lines should look like this:

Tag Field(s)
AU: Author
TI: Title
SO: Journal. Volume(Issue):Pages Year
SO: Journal. Volume/Issue (Pages) Year
SO: Journal. Volume:Pages Year
KW: Keywords

Note: If the filter fails to match a variation of the source line for a journal article, it is possible to have EndNote interpret the data on its own. See Source Parsing in Import Filters and Connection Files.

Related Topics

Fields with Special Characteristics

Literal Text vs. EndNote Fields in Import Filters and Connection Files

Templates for Different Reference Types in Import Filters and Connection Files

The {IGNORE} Field in Import Filters and Connection Files

The Basic Components of a Filter

The Filter Manager

The Reference Type Tag in Import Filters and Connection Files

Tags and Fields in Import Filters and Connection Files

Tips for Entering Tags and Fields

When Punctuation Repeats within a Field in Import Filters and Connection Files

Working with Filter Templates