EndNote 9

Table of Contents

1. EndNote 9
2. Module 1 - An Introduction & Overview of EndNote 9
3. Module 2 - Navigating EndNote
   1. Opening & Closing EndNote Libraries
   2. Creating a New EndNote Library
   3. Searching & Sorting in EndNote Libraries
4. Module 3 - Creating References in an EndNote Library
   1. Entering References Manually
   2. Customizing Reference types
   3. Entering Foreign Language Characters & Symbols
5. Module 4 - Importing References into EndNote
   1. Using the Direct Import Method
   2. Using the Filter file method
   3. Using the Connect file method
6. Module 5 - Using Styles
   1. Previewing & Selecting Styles
   2. Modifying Styles
7. Module 6 - Managing your EndNote library
   1. Printing references from EndNote
   2. Moving References Between Libraries
   3. Saving
   4. Creating an Independent Bibliography in EndNote
   5. Creating Subject Bibliographies
8. Module 7 - Cite While You Write - Inserting Citations into Word Documents
   1. The EndNote Toolbar in Word
   2. Entering In-text Citations
   3. Entering EndNotes & Footnotes
   4. Editing Citations
   5. Formatting the Bibliography
   6. Creating a single Bibliography from Multiple Word Documents
9. Module 8 - EndNote Templates
10. Manuals and Help

Using the Filter file method

EndNote allows you to import references from research databases into your EndNote libraries without re-keying data. When a bibliographic record is downloaded from a database, it usually looks something like this:

The information needs to be interpreted and put into the right fields to make an EndNote record more like this:

An EndNote filter is a file that contains the instructions EndNote needs to make this translation. Each EndNote filter is designed to work with a unique database because the filter corresponds to the field names that are used in the database. You can modify any of the supplied filters or create a new filter to match a database.

• Search the appropriate database for articles of interest to you.

• At the results display, tag records by checking the box next to each one required. When you have finished selecting and marking records, save them as a text (.txt) file.

• Go to EndNote

• Open the EndNote library that you wish to use

• From the File menu, choose Import

• Click on Choose File and locate the .txt file you just saved

• In Import Option, select Other Filters and then the appropriate filter eg Environmental Sci (CSA)

• Set other options as shown

• Click Import

Your references should now be shown in EndNote. The remainder of the references will be hidden, so to retrieve them, go to the References menu and choose Show All References.