Using Filters

Using EndNote
on a previously
created document

List of tested filters
and connection files

Using Filters

- Filters work by mapping the data from the database field by field into the EndNote record. Databases with tested EndNote filter files are indicated with this graphic .

- FirstSearch databases from OCLC

EndNote must be installed on the computer you are using to search FirstSearch.
Using Internet Explorer (this may not work with the Netscape browser)
Select your FirstSearch database and mark the records you want to add to your EndNote database.
Select Export from the FirstSearch menu and then the EXPORT button on the bottom of the screen.
You will be prompted for an EndNote file to open.
The EndNote software will prompt you to select a Filter - select the one that matches the file you were searching.
In the case where you do not find a filter file for the file you are searching.
- the filter file might need to be downloaded from the EndNote website and stored in the EndNote\Filters directory
After the transfer is complete, open each new record in EndNote and correct any problems with the data transfer. Common problems include multiple author names in a single field, the wrong record type applied, or data in the wrong field.

- Non-FirstSearch databases

Do not automatically open EndNote and transfer the records.
Setup may be more complex and require knowledge of fields in the EndNote file as well as the originating database.

- If there is no filter, a new filter might need to be created- see the EndNote User Manual for instructions or contact the Electronic Resources Librarian for assistance.