Chicago Manual
of Style (CMS)
Citation Style
Workshop
Agenda
CMS’s use of superscripts and
footnotes
Quoting and paraphrasing
Bibliography format and entries
1
3
2
Why might researchers use
citation/formatting styles?
Avoids plagiarism
Connects information in the text to the
reference list
Contextualizes information via the author
names, publication years, or the source type
(journal, magazine, newspaper, social media
feed, etc.)
Standardizes how information is communicated
between researchers and audiences (i.e. section
organization of an article, presentation of
outside sources, etc.)
Characteristics of CMS Style
Typically used in humanities
Avoids informal language (e.g. slang,
colloquialisms, contractions, etc.)
Avoids second person pronouns and
the editorial we
Uses concise language
Uses active voice
Superscripts are used (For Notes-
Bibliography Style)
Footnotes are placed at the bottom
of pages that correlate to superscript
May have an endnotes page
When does information
get cited?
Direct quote is used from a source
Paraphrasing or summarizing
information/ideas from another
source
Presenting specific facts, figures,
or ideas
What does a Direct
Quotation Include?
Direct quotations always:
Use a source's exact wording
Include quotation marks
Include a citation (superscript at the
end of the quote or author-date in-text)
Direct quotations should usually:
Have a signal phrase as an introduction
Provide an explanation or analysis
afterward
*not start or end a paragraph or
sentence
Signal Phrases
Explanation
comments
clarifies
declares
demonstrates
describes
discusses
emphasizes
establishes
explains
highlights
illustrates
models
observes
outlines
posits
reports
shows
suggests
Concession
accepts
acknowledges
admits
concedes
grants
Argumentative
argues
asserts
cautions
challenges
claims
contends
contradicts
criticizes
denies
disagrees
disputes
implies
insists
maintains
negates
proposes
refutes
rejects
urges
Agreement
adds
advocates
affirms
agrees
endorses
supports
verifies
What does Paraphrasing
Include?
Paraphrases always:
Rephrase source material without source
language or structure
Are used in place of long quotes or if source
uses complex explanations
Still use superscript and footnote citation
Paraphrases usually:
Can use quotation marks for phrasing that isn’t
easily reworded or that was coined by an
author
Does not require the page number in the
footnote (although it is optional)
Paraphrasing in Notes-Bib
Direct quote:
“Differentiation as an instructional approach promotes a balance
between a student's style and a student's ability. Differentiated
instruction provides the student with options for processing and
internalizing the content, and for constructing new learning in
order to progress academically.”
1
Incorrect paraphrase:
Differentiation is a way to encourage equality between the
approach and talent of the student
.
1
This type of instruction
gives
students different ways to deal with and grasp information,
and for establishing
new learning to move on in education.
2
Correct Paraphrase:
Teachers use differentiated instruction to help students learn,
allowing the teacher to cater lessons to the way each student
learns and each student's skill.
1
(Chicago Manual of Style)
Paraphrasing in Author-Date
Direct quote:
Differentiation as an instructional approach promotes a balance
between a student's style and a student's ability. Differentiated
instruction provides the student with options for processing and
internalizing the content, and for constructing new learning in
order to progress academically(Smith 2021, 30).
Incorrect paraphrase:
Differentiation is a way to encourage equality between the
approach and talent of the student. This type of instruction gives
students different ways to deal with and grasp information, and
for establishing new learning to move on in education (Smith
2021, 30).
Correct Paraphrase:
Teachers use differentiated instruction to help students learn,
allowing the teacher to cater lessons to the way each student
learns and each student's skill (Smith 2021, 30).
Citing Direct Quotes in NB
Instead of in-text parentheticals, CMS Notes-
Bibliography uses superscripts
at the end of
sentences (after punctuation)
…end of quote.”
3
According to Smith, “working in the
neuroscience field is as rewarding as it is
difficult.”
2
NB still uses present tense for signal verbs
Smith states that “working in the neuroscience
field is as rewarding as it is difficult.”
2
If information is missing (dates or authors), CMS
has guidelines.
Inserting Superscript Numbers
Type number after end punctuation
Highlight number
Go to Home tab, Font section, x
2
NB: Formatting Footnotes
Numbered at the bottom of each page (double-click in Word),
same font size & style, in numerical order
List every instance that you used sources in the order that
they appear in the text.
Only one superscript number in-text, but can have multiple
citations in the footnote with that number (some fields of study
have specific rules on this)
Indent the first line of each note half an inch from the left. Do
not indent additional lines
Single space each note & leave one space between entries
Use commas to separate each piece of information
Shortened Footnote: Author last name/organization, Title,
page #
General Format:
1. First name Last name, “Title of Article,
Chapter,” Title of Book (City, State: Publisher, Year of
publication), page number.
2. Last name, "Title of Article," page number.
Superscript and Footnote
Example
Source: Purdue OWL, CMS Footnotes Guidelines
CMS Author-Date does not use superscripts or
footnotes at the bottom of pages. It uses
in-text
parentheticals.
…end of quote” (author, date, page #).
According to Smith (2021), “working in the
neuroscience field is as rewarding as it is
difficult” (30).
CMS uses present tense for signal verbs
Smith (2021) states that “working in the
neuroscience field is as rewarding as it is
difficult” (30).
CMS has guidelines if information (dates,
authors) is missing
Citing Direct Quotes in
Author-Date
NB Bibliography Page
The Bibliography page should:
Begin on a new page at end of paper
Center the title: Bibliography
Align Source entries left-aligned with hanging indents
Single-space entries & 1 extra space between entries
List sources in alphabetical order by authorslast names (if
no author, alphabetize by title or organization name)
Separate all source information by periods
Note: Remember to include ALL the sources cited in
writing & used to create the paper
Example Bibliography
References Page Format for
Author-Date
The Reference page should:
Begin on a new page at end of paper
Center the title: References
Left-aligned with hanging indents
Single-spaced entries with a space between entries
Alphabetize by authorslast names (if no author, alphabetize
by title or organization name)
Source information is separated by periods
A space between the author's name and year
Note: Remember to include ALL the sources cited in paper
and ONLY the sources cited in paper
Hanging Indent
Highlight text
Either right click and select
"paragraph..."
o Or go to the Home tab at
the top and click the
little arrow in the lower-
right corner of the
paragraph section
Paragraph settings box:
o Select "Special" options
box, then "Hanging"
Basic Reference/Bibliography
Formats
Journal Articles
Footnotes:
1. Author First Name Last Name, “Article Title,Journal
Name. volume #, no. # (Month Year): specific page.
Bibliography:
Author Last Name, First Name. “Article Title.” Journal Name
volume #, no. # (Month Year): page range.
Reference:
Author Last Name, First Name. Year. “Article Title.” Journal
Name Volume #, no. # (Publication season/Month): Page
range. DOI or URL.
Basic Reference/ Bib Formats Cont.
Online Periodicals (Electronic Source)
Footnotes:
1. Author First Name Last Name, “Title of Article,” Title of
Periodical volume #, no. # (Year): page number,
accessed Month Day, Year, DOI or URL.
Bibliography:
Author Last name, First Name. “Title of Article.” Title of
Periodical volume #, no. # (Year): page range. Accessed
Month Day, Year. DOI # or URL.
Reference:
Author Last Name, First Name. Year. “Article Title.” Title of
Periodical volume #, no. # (Month/season): page range.
DOI or URL.
Article in a Magazine or Newspaper
Footnotes:
1. Author First Name Last Name, Article Title, Publishing
Magazine or Newspaper, Month Day, Year, specific page.
Bibliography:
Author Last Name, First Name. Article Title.
Publishing Magazine or Newspaper, Month Day,
Year. URL or name of database.
Reference:
Author Last Name, First Name. Year. Article Title.Title
of Periodical, Month Day, Year. URL.
Basic Reference/ Bib Formats Cont.
Website (Electronic source)
Footnotes:
1. Author First Name Last Name, “Title of Webpage/Article,” last
modified Month Day, Year, URL
Bibliography:
Author Last Name, First Name. “Title of Webpage/Article.”
Last modified Month Day, Year. URL.
Reference:
Author Last Name, First Name. Year. “Title of
Webpage/Article." Last modified Month Day, Year.
URL.
Basic Reference/ Bib Formats Cont.
Resources
The Chicago Manual of Style (17
th
ed.).
https://www.chicagomanualofstyle.org/home.html
The OWL at Purdue University.
http://owl.english.purdue.edu
The Writing Center @ The University of Wisconsin.
http://writing.wisc.edu/Handbook/Documentation.html
CMU Writing Center.
http://writingcenter.cmich.edu
then: Resources > Quick Guide to CMS
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Additional
Information on
Endnotes
Formatting Endnotes
Optional page in AD or NB
At the end of the written work, past appendices,
before references/ bibliography
Title is centered: Notes
Single spaced with a space between each entry
Listed in order of appearance
Numbers are typed out and followed by a period
Includes: author’s name, the title, the source or
publisher, and the date of publication. Entries from
a book or periodical must include page numbers.
Alternative to footnotes to save space on
pages (typically requested by publisher/professor)
Can add commentary after the citation
Basic Magazine End-Note
Format
#. Author (First then Last Name), Title of
Article,Publishing Magazine or
Organization, Month and Year of Publication,
page number(s).
Example:
1. Rachel Waldman, "Talking Fashion: View: Twinkle
Toes," Vogue, August 2016, 12.
Basic Newspaper End-Note
Format
#. Author (First then Last Name), “Title of
Article,” Newspaper (City, State), Mon. Day,
Year of Publication.
Example:
1. Miles Socha, “Slimane Renews With Dior for 3 Years:
Heidi Slimane to Continue with Dior Homme,”
Women’s Wear Daily (New York, NY), July 11, 2003.
Basic Website End-Note
Format
#. Author (First then Last Name), “Title of
Web Page,” Name of Website, Publishing
Organization, Month, Day, and Year of
Publication, access date, URL.
Example:
1. John Doe, “How to Make Donuts,” The Baking
Website, May 13, 2020, URL.