Please Pardon Our Mess:
We are giving our research guides a makeover this summer, so things may look odd for a while.


Information and tips to effectively use the EndNote Program.

Setting up

Installing EndNote

The library's EndNote guide (linked below) will walk you through installing and using EndNote on your own computer. EndNote is also available on campus lab computers.

Citation Styles for Biology

Be sure to use one of these two citation styles, and make sure that when you choose the style it ends in "-CC" so that you know it's Carleton's version of the style.

To install a style, download the file. Then save that file to a folder on your computer (your EndNote application folder works well for this, but isn't necessary). In EndNote, navigate to "Preferences" and then "Folder Locations," then in the box for "styles" select the folder where you just saved this style.

All output styles, import filters, and connections are kept set of downloadable Dropbox files. See the EndNote guide's main page for instructions on downloading these files. All files in these folders bearing the “CC” designation have been created or modified by Carleton College librarians, and you should select those files whenever possible.

EndNote Exercises for Comps

Exercises and instructions presented here for Mac. There will be slight differences for Windows users.


  1. TIP O THE DAY NEVER but NEVER alter the bibliography in Word once you have used the Cite While You Write feature. If a reference needs to be altered-change the reference in the EndNote library. Then click the Format Bibliography icon in the EndNote Library.
  2. TIP O THE DAY Need to “Name” your bibliography—or add a space between each reference? Click the Format icon.  Now click the “Layout” tab. Click in the box that says Bibliography Title and type LITERATURE CITED. On the bottom right click the “Space After” tab and change it from “None” to “Single.” Now click OK.


  1. Follow these instructions on the main EndNote Guide to sync and then share your library or a group within your library.


  1. Open your Word document.
  2. In Word's EndNote toolbar, click the "Configure Bibliography" button
  3. Click the "Layout" tab
  4. Where it says "Bibliography Title" type: Literature Cited
  5. Where it says "Space after -- None" click and select "Single"


You will be asked to “cite” references in your bibliography that you consulted but did not actually use in the creation of your comps project. In reality, this is not done in the scientific literature; but it is what it is. So here is how you get around this.

To have these citations integrated with your regular citations:

  1. In the EndNote Toolbar in Word, click the "Citations" icon
  2. Click "Insert Citation(s)
  3. Search for your citation and highlight it
  4. Click the black arrow on the "Insert" button and select "Insert in Bibliography Only."

If you want these "ghost" citations to remain separate from the rest of your bibliography:

  1. Make sure that this "ghost literature" you are about to cite actually exists in your EndNote library.
  2. When you are absolutely certain that your comps are in the final stage and will not need to be revised again, do the following:
    1. Make a copy of your document and name it clearly so that you know this is the plain text version
    2. In that new copy, click on the "Tools" icon in the EndNote toolbar in Word
    3. Select "Convert to Plain Text" and the click "OK"
  3. Back in EndNote, select your "ghost" citations and then click the "Edit" menu and select "Copy formatted"
  4. Paste your "ghost" citations into your paper


  1. In your EndNote library, near the bottom right of the screen select the citation style you wish to use.
  2. Highlight the first 5 references in your EndNote library
  3. In the "Edit" menu, select "Copy Formatted"
  4. In Word, paste your citations into your document


You will be required to give a “character count” of your biology comps. There is a very simple way of doing this. Are you ready??? Once your comps are finally written and ALL of the references have been entered; do the following.

  1. Open your document
  2. Then, in EndNote, click on the menu that lists Cell-CC or Amer Naturalist-CC as your citation style, and in that menu click on "Select Another Style"
  3. Choose a footnoted style like "Chicago 17th Notes-Bibliography-CC" or "Chicago 17th A"
  4. Back in your Word Document, use the EndNote Toolbar and click on the "Style" menu to select the citation style that you just set in EndNote.
  5. In the Word toolbar, click "Bibliography" icon and select "Update Citations and Bibliography"
  6. All the in-text citations will disappear from your document BUT THAT'S OK, they're just all in non-existent footnotes now.
  7. Select all the text of your comps and do the Character Count. Finito!!
  8. Now change the style in EndNote and in Word back to "Cell-CC" or "Amer Naturalist-CC"
  9. In the Word toolbar, click "Bibliography" icon and select "Update Citations and Bibliography"
  10. Everything is now back to normal!


This can only be done at the VERY end of your drafting process, as you're preparing to turn in your comps.

  1. Save a COPY of your document. You now have two versions of your document on your computer, one of which will get asterisks in the references and one of which is your back-up document that will be unchanged.
  2. On the copy you will turn in, use the EndNote toolbar and select Tools > Convert to Plain Text -- your document will NO LONGER BE CONNECTED TO ENDNOTE.
  3. In your reference list, add an asterisk next to your selected key references.

Major Sources/Databases



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