Once the tab-delimited file(s) are generated, you must open each file in a text editor or word processor and add two lines to it. These lines tell EndNote what the default reference type is for the data and how the data should be interpreted.
First Line: The Default Reference Type
The first line of the file must define the default reference type for the entire file. The format for the first line is an asterisk imme- diately followed by a valid EndNote reference type, followed by a paragraph mark (¶). For example:
*Journal Article <¶>
A file of journal articles might look like this: *Journal Article < ¶>
Author <tab> Year < tab> Title <tab> Journal <tab> Volume <¶> Jones, J//Shoe, S <tab> 1994 <tab> Easy Food <tab> J. of Eating <tab> 1 <¶> Woo, W //Lee, L <tab> 1995 <tab> Rain Hats <tab> J. of Clothing <tab> 2 <¶> Carlos, C\\Luis, L <tab> 1991 <tab> Cell Phone <tab> J. of Phones <tab> 3 <¶>
Default Reference Type Table First Line: Customized Reference Type
If you have custom reference types, you may check them by following these instructions. 1. Select Preferences from the EndNotemenu.
2. Selecting Reference Types.
3. Click the Modify Reference Types button.
A file of articles in which you are using customized reference types might look like this: *My Reference Type < ¶>
Author <tab> Year < tab> Title <tab> Journal <tab> Volume <¶> Jones, J//Shoe, S <tab> 1994 <tab> Easy Food <tab> J. of Eating <tab> 1 <¶> Woo, W //Lee, L <tab> 1995 <tab> Rain Hats <tab> J. of Clothing <tab> 2 <¶> Carlos, C\\Luis, L <tab> 1991 <tab> Cell Phone <tab> J. of Phones <tab> 3 <¶>
Note:Ensure that the generic fields for the reference type (Modify Reference Types dialog) appear in line 2.
First Line: Using Multiple Reference Types
If you could not make separate files based on reference type, you can specify each reference type within one file. In this case, your first line must be the list of field names found in theGenericreference type, starting with a field for "Reference Type." Then you can use the additional Reference Type column to define the actual EndNote reference type names. For example:
Reference Type <tab> Author <tab> Year < tab> Title <tab>Secondary
Title <tab> Volume <¶> Journal Article <tab> Jones, J//Shoe, S <tab> 1994 <tab> Easy Food <tab> J. of Eating <tab> 1 <¶> Book Section <tab> Woo, W //Lee, L <tab> 1995 <tab> Rain Hats <tab> J. of Clothing <tab> 2 <¶> Report <tab> Carlos, C\\Luis, L <tab> 1991 <tab> Cell Phone <tab> J. of Phones <tab> 3 <¶>
Using Multiple Reference Types Table Second Line: EndNote Field Names
The second line of the tab-delimited file must contain the actual field names used by EndNote into which you want the data imported. The order of the field names does not matter as long as they correspond to the order of the data in the rows beneath them and correspond to the names of the default reference type.
For example, if your default reference type is "*Journal Article," then the field names in the second line of your file will be those of the Journal Article reference type:
*Journal Article < ¶>
Author <tab> Year < tab> Title <tab> Journal <tab> Volume <¶> Jones, J//Shoe, S <tab> 1994 <tab> Easy Food <tab> J. of Eating <tab> 1 <¶> Woo, W //Lee, L <tab> 1995 <tab> Rain Hats <tab> J. of Clothing <tab> 2 <¶> Carlos, C\\Luis, L <tab> 1991 <tab> Cell Phone <tab> J. of Phones <tab> 3 <¶>
EndNote Field Names Table
Note:The field names must be separated by tabs and a paragraph mark must follow the last field name.
Additional Considerations
l ANSI, ASCII, or UTF-8 formatted text files can be imported. This means that no font styles or text styles can be preserved
during import.
l All field names and reference type names in the file must be identical to those in EndNote. See theList of Reference Typesfor a listing of all of the reference types and field names.
l Multiple author names should be separated by semicolons (;) or by two forward slashes (//). l Fields cannot contain tabs or paragraph marks. Let the lines of data "wrap" to the next line. l Leading and trailing spaces are removed during importing.
l No uppercase or lowercase conversion is made during importing.
Errors While Importing Tab-delimited Files
When you are ready to import this file into EndNote, select Import from the File menu, and then select Tab-Delimited as your import option. SeeGeneral Importing Instructions.
If EndNote cannot import a record or a field within a record, it will alert you to the error. There are three basic alerts:
l Bad Default Reference Type— The default reference type that you specified in the first line of the file is not a valid End-
Note reference type name. (The problem can be as simple as extra spaces after the reference type name in your text file.)
l Bad Field Name— A field name that you entered in line 2 of the file is not a valid EndNote field name.
l Missing Reference Type Information— There is no default reference type specified for the file and there is no reference
type field defined for the references.
If you get one of these error messages during the import process: 1. Open the import file in a word processor.
2. Correct the problem. 3. Save the file as a text file 4. Repeat the import process.
Related Topics:
Choosing the Correct Import Filter Creating a Custom "Tagged" Format Creating a Tagged "EndNote Import" File
Creating Structured Text Files that EndNote Can Import General Importing Instructions
Import Options
Importing Reference Data into EndNote
Importing References Downloaded from CD-ROMs and Online Importing References From Other Bibliographic Software Programs Summary of Output Formats and Corresponding Import Options
Creating a Custom "Tagged" Format
If you have a large bibliography that you would like to import into EndNote, it may be possible to use your word processor’s Find and Replace commands to insert descriptive tags in front of some of the fields of data so that EndNote can accurately import the references. In addition to adding tags, you also need to make a filter to read your tags. (SeeChoosing the Correct Import Filterfor information about using a predefined EndNote Import format if you would rather not create your own filter.)
This topic outlines the basic steps to convert a bibliography into a tagged text file.