EWC Publications Office Documentation Guide

This guide is not intended to be a substitute for the EWC Publications Office Style Guide which is the primary source that should be referenced for all projects.

Please note that there are many significant differences between the 14th and 15th editions of the Chicago Manual of Style (CMS).

The following publications series follow Chicago Manual of Style guidelines for documentation (The Chicago Manual of Style. 15th ed. Chicago: University of Chicago Press, 2003). As always, every project has its unique needs and must be treated appropriately, but these are the general guidelines.

Special Reports:

Follow CMS notes and bibliography system. Notes in Special Reports are allowed in the form of endnotes (usually references, but may also include comments on sources or other material) or as brief footnotes.

AsiaPacific Issues (API):

Preferred - Endnotes only, no bibliography. Note citations contain full reference and should follow CMS guidelines for works without a full bibliography. (Author-date system may also be used in some circumstances.)

Pacific Islands Policy:

Follow CMS author-date system, with in-text citations and reference list.

Working Papers:

No specs., author preference.

 

CONTENTS:

THE TWO SYSTEMS: THE BASIC ELEMENTS OF CHICAGO’S NOTES AND BIBLIOGRAPHY & AUTHOR-DATE

1. Notes and bibliography (‘humanities style’) system

2. Author-date system (parenthetical citations and reference list)

CAPITALIZATION STYLE IN REFERENCES

GENERAL NOTES ON DOCUMENTATION

Some additional points on documentation in general

Citing Interviews

Testimony or Other Presentation

Referencing AsiaPacific Issues and EWC Special Reports

ELECTRONIC SOURCES

Website addresses

Email as a source

Last update

 

 

THE TWO SYSTEMS: THE BASIC ELEMENTS OF CHICAGO’S NOTES AND BIBLIOGRAPHY & AUTHOR-DATE

1.   Notes and bibliography (“humanities style”) system: 

The CMS website briefly states that “this style presents bibliographic information in notes and, often, a bibliography. It accommodates a variety of sources, including esoteric ones less appropriate to the author-date system.”

 

In works with no bibliography, full details must be given in a note at first mention of any work cited. Generally, EWC Publications uses a full bibliography – a list of all woks cited in text or in notes, other than personal communications. For longer works, an author might prefer to use a selected bibliography and the title must indicate this and a headnote should explain the principles of selection. Bibliography lists are alphabetized like an index. If there are two or more items by one author, they are then alphabetized by the second element of the entry: the title. Nothing is arranged chronologically.

Bibliography entry, book

Doniger, Wendy. Splitting the Difference: Gender and Myth in Ancient Greece and India. Chicago: University of Chicago Press, 1999.

First note citation in a work with full bibliography, book

1   Doniger, Splitting the Difference, 23.

First note citation in a work without full bibliography (subsequent references may be abbreviated), book

1    Wendy Doniger, Splitting the Difference: Gender and Myth in Ancient Greece and India (Chicago: University of Chicago Press, 1999), 23.

 

2.   Author-date system (parenthetical citations and reference list) 

The CMS website briefly states that “in this system, sources are briefly cited in the text, usually in parentheses, by author’s last name and date of publication. The short citations are amplified in a list of references, where full bibliographic information is provided.”

 

A reference list is listed alphabetically by author, but as the second element in the reference list is not the title, but the date of the source, the date is the second item on which to arrange multiple sources by one author. Works by the same author are listed chronologically, by year (from low to high). If there are multiple items by one author in the same year, those are distinguished by a, b, c, etc., following the date—these entries are then alphabetized by title.

In-text citation, book

(Doniger 1999, 10-11)

Reference-list entry, book

Doniger, Wendy. 1999. Splitting the Difference: Gender and Myth in Ancient Greece and India. Chicago: University of Chicago Press.

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CAPITALIZATION STYLE IN REFERENCES

Regarding capitalization of journal/newspaper/web article titles: The style of capitalization should conform to the style of the publication being created, not that of style of the original source. For example, if an article appeared in a scientific journal and in the original publication used sentence-style capitalization, for the same article in a reference note for AsiaPacific issues, it would be headline style.

This decision has been made for two purposes: 1) to create a consistent look throughout the bibliography/references and 2) to relieve the editors of the burden of verifying original publication title capitalization.

Note citation in a work without full bibliography (subsequent references may be abbreviated):

8. John Maynard Smith, “The Origin of Altruism,” Nature 393 (1998): 639.

Reference-list entry:

Smith, John Maynard. 1998. The origin of altruism. Nature 393: 639–40.

 

GENERAL NOTES ON DOCUMENTATION

Every manuscript has unique needs in terms of references and documentation, but these guidelines will help the author and editor devise solutions that retain continuity not only within a publication, but also across the publication series.

Some additional points on documentation in general

£       All bibliographies and reference lists must be checked for accuracy (author/editor spellings, titles, URLs, etc).

£       p. & pp. preceding page numbers are not necessary.

£       Arabic numerals should be used whenever possible regardless of the way the numerals appear in the works cited, with the following exceptions: pages numbered with roman numerals in the original are given in lowercase roman numerals, and references to works with many and complex divisions may benefit from using a combination.

£       It is essential that any shortened titles used in the notes are consistent. Only one shortened form can exist for a bibliography entry. Shortened forms of titles generally should start with the first word of the title (not an article), and while they  may skip words of the full title, they must not rearrange word order.

£       The notes and bibliography system allows for the option of using a full bibliography or a selected bibliography.

£       In a publication with no bibliography (as in a typical API) or with only a selected list, full details must be given in a note at first mention of any work cited. There are small differences in CMS format between full references in note citations and bibliographic entries.

£       Brief footnotes (defining terms, and the like) are possible to incorporate in EWC Special Reports. Information belongs in footnotes if immediate knowledge is essential to readers. Ideally, lengthy, discursive notes should be reduced or integrated into the text. Footnote markers should be standard progression of symbols on each page (*, etc.), rather than numbers.

£       In a list of references, for successive works by the same author, use six hyphens (i.e., ------) or 3 em dashes  in place of the author’s name after the first appearance.

£       Publisher location: All states should appear in reference lists and citations as their postal abbreviations, without periods (Washington, DC; Boulder, CO; Honolulu, HI). And while some cities do not necessarily require the iteration of their state (like Chicago, New York, or London), Washington, DC should appear in full.

Citing Interviews. We follow CMS, 15th ed. (See sections 17.204–207). Minimum required elements: names of both the person interviewed and the interviewer (“the author” is fine), the location, the occasion (if relevant), and the date. All of these elements should be included unless to do so would compromise the anonymity of the source, in which case use as much information as can be used safely. The interviewee’s name should be the first element of the reference. Titles should be included where relevant.

 

In shorter publications (especially APIs), it is often unnecessary to state (or restate) the interviewee’s title or descriptor in the reference note. If, for example the name and title/descriptor have already been linked in the main text, the name alone might suffice in the interview’s note citation. Second references to an interview may be given in an abbreviated form.

 

Testimony or Other Presentation. Minimum required elements: who presented, who the audience was, date, and location.

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Referencing AsiaPacific Issues and EWC Special Reports. While it may be done a variety of ways and still be technically correct, we have the following preference for referencing our own publications.

 

Each API and Special Reports is part of a series, and they are treated like a book in a series using ital for issue title, roman for series title. (The following examples are formatted as a note with full reference, as it would appear in an API.)

13        Sheila A. Smith, Shifting Terrain: The Domestic Politics of the U.S. Military Presence in Asia, East-West Center Special Reports, no. 8 (Honolulu: East-West Center, 2006). Also available online at www.eastwestcenter.org/.

14        Richard C.K. Burdekin, China and the Depreciating U.S. Dollar, AsiaPacific Issues, no. 79 (Honolulu: East-West Center, August 2002). Also available online at www.eastwestcenter.org/.

 

See CMS Chapter 17 or http://www.chicagomanualofstyle.org/tools_citationguide.html for more examples.

 

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ELECTRONIC SOURCES

The examples in this section are formatted as a note with full reference. If you are using another documentation style, you will need to arrange elements and punctuate to be consistent with that style.

£       Follow CMS for reference style for books published electronically and for articles in an online journal.

£       Websites, weblog entries or comments, and email messages may be cited in running text instead of in a note or in an in-text citation. They are rarely listed in a bibliography or reference list.

£       Journal articles published in online databases should be cited like an online journal.

Website addresses. Website citations should include as much of the following as can be determined: author of the content, title of the page, title or owner of the site, URL, and access date (when appropriate). (Note on access dates: Ideally, an author will always capture the access date and the editor can then choose where it is necessary that it be included.)

Include only the information necessary to get the reader to the desired website. This means, in general, not including http:// and keeping the address as close to the main page or root directory as possible (e.g., www.un.org/documents/scres.htm could be www.un.org/documents/ or even www.un.org/). Nearly all sites can simply be written with only www.

There are, however, more and more non-www-beginning URLs, so if any confusion might arise from dropping the http:// (e.g., if some URLs begin with www but some begin with other letters), it may be best to keep it. If http:// is used, it should be included consistently on all URLs throughout the references within a publication.

 

Examples:

1          Pete Townshend’s official Web site, “Biography,” www.petetownshend.co.uk/ (accessed December 15, 2001; site now discontinued).

2          G. Moretti, “Do We Have a Brain Balance Deficit?” www.gabeoneda.com/ (accessed June 1, 2005).

3          US Census Bureau, “Health Insurance Coverage Status and Type of Coverage by Sex, Race, and Hispanic Origin, 1987 to 1999,” Health Insurance Historical Table 1, 2000, www.census.gov/hhes/www/hlthins/hlthins.html.

4          David Cohen, Seeking Justice on the Cheap: Is the East Timor Tribunal Really a Model for the Future? AsiaPacific Issues, no. 61 (Honolulu: East-West Center, August 2002). Available online at www.eastwestcenter.org/.

5          Evanston Public Library Board of Trustees, “Evanston Public Library Strategic Plan, 2000-2010: A Decade of Outreach,” Evanston Public Library, www.epl.org/ (accessed July 18, 2002).

 

Please see CMS, 15th Edition and See CMS Chapter 17 or http://www.chicagomanualofstyle.org/tools_citationguide.html for different examples of how to format different kinds of web content for either author-date or notes and bibliography style documentation. Use these as examples, but the above style guidelines (no http://, access date) should ultimately be followed.

 

Email as a source. The below examples are based on Chicago, but also reflect EWC Publications Office’s preference to omit the http:// segment of the URL as well as to spell electronic mail as email (no hyphen). (See CMS 17.208.)

Emails are treated as personal correspondence, usually run into the text or given in a note. They are rarely listed in a bibliography or reference list. To cite any form of personal correspondence, give the person’s name, the medium of the correspondence (letter, fax, e-mail), and the date. No email address unless needed in a specific context and then only with permission of its owner.

3          Constance Conlon, email message to author, April 17, 2000.

For an email message from a list serve (electronic mailing list), CMS 17.236:

If archived online:

17        John Powell, email to Grapevine mailing list, April 23, 1998, www.electriceditors.net/grapevine/issues/83.txt.

Material that has not been archived online:

17        John Powell, email to Grapevine mailing list, April 23, 1998.

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And last but not least: Don’t loose sight of the purpose of documentation when faced with all these little details.

The ultimate purpose of documentation is that references should give a reader the information they need to find the source themselves should they so desire. The system exists not to create slaves to the system, but to create a foundation upon which subjective choices can then be made.

 

Last update: December 14, 2007