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Import Filter Tutorial

Posted: Sat Jun 11, 2022 8:28 am
by ehbarnet
Hi all,

I've finally started to read the Bookends manual in depth, but I'm having trouble parsing the Import Filter section. Does anyone happen to have any recommendations of where I might be able to find a guide to import filters for the absolute beginner? I'd look myself, but I'm not quite sure what I'm looking for - perhaps a description of how libraries use metadata to describe their references, along with a description of the different types of format libraries use in general?

Thanks!

Edward

Re: Import Filter Tutorial

Posted: Sun Jun 12, 2022 6:12 pm
by Jon
We don't have a tutorial on import filters because, frankly, they are pretty simple (and the user guide covers the bits that require a bit of knowledge). They are designed to import tagged files, meaning files in which a defined label precedes the metadata you want to import. See RIS for a classic example.

AU - Smith, John
TI - The way things were
etc.

In the filter enter the tag in front of the field you want the metadata imported into. For example, AU in front of Authors.

As I said, the User Guide has lots more detail, but that's the gist of it.

If you have specific questions, please ask them here and I'll try to help.

Jon
Sonny Software