This section contains information on The Chicago Manual of Style method of document formatting and citation. These resources follow the seventeenth edition of The Chicago Manual of Style, which was issued in 2017.
Contributors: Jessica Clements, Elizabeth Angeli, Karen Schiller, S. C. Gooch, Laurie Pinkert, Allen Brizee, Ryan Murphy, Vanessa Iacocca, Ryan Schnurr
Last Edited: 2018-02-16 12:40:43
As The Chicago Manual of Style is primarily intended as a style guide for published works rather than for class papers, where necessary, CMOS guidelines will be supplemented with information from the student reference, Kate L. Turabian’s Manual for Writers of Research Papers, Theses, and Dissertations (8th ed.), which is largely based on CMOS with some slight alterations and additions.
To see a side-by-side comparison of the three most widely used citation style, including a chart of all CMOS citation guidelines, see the Citation Style Chart.
Please use the example at the bottom of this page to cite the Purdue OWL in CMOS.
General CMOS Guidelines
- Text should be consistently double-spaced, including block quotations, notes, bibliography entries, table titles, and figure captions.
- For block quotations, which are also called extracts:
- A prose quotation of five or more lines, or more than 100 words, should be blocked.
- CMOS recommends blocking two or more lines of poetry.
- A blocked quotation does not get enclosed in quotation marks.
- A blocked quotation must always begin a new line.
- Blocked quotations should be indented with the word processor’s indention tool.
- Page numbers begin in the header of the first page of text with Arabic number 1.
- Subheadings should be used for longer papers.
- CMOS recommends you devise your own format but use consistency as your guide.
- For CMOS and Turabian’s recommendations, see “Headings,” below.
- CMOS recommends you devise your own format but use consistency as your guide.
Supplemental Turabian Style Guidelines
- Margins should be set at no less than 1”.
- Typeface should be something readable, such as Times New Roman or Courier.
- Font size should be no less than 10 pt. (preferably, 12 pt.).
Major Paper Sections
- According to Turabian style, class papers will either include a title page or include the title on the first page of the text. Use the following guidelines should your instructor or context require a title page:
- The title should be centered a third of the way down the page.
- Your name, class information, and the date should follow several lines later.
- For subtitles, end the title line with a colon and place the subtitle on the line below the title.
- Double-space each line of the title page.
- Different practices apply for theses and dissertation (see Kate L. Turabian’s A Manual for Writers of Research Papers, Theses, ad Dissertations [8th ed.].
Image Caption: CMOS Title Page
- Titles mentioned in the text, notes, or bibliography are capitalized “headline-style,” meaning first words of titles and subtitles and any important words thereafter should be capitalized.
- Titles in the text as well as in notes and bibliographies are treated with quotation marks or italics based on the type of work they name.
- Book and periodical titles (titles of larger works) should be italicized.
- Article and chapter titles (titles of shorter works) should be enclosed in double quotation marks.
- The titles of most poems should be enclosed in double quotation marks, but the titles of very long poems should be italicized.
- Titles of plays should be italicized.
- Otherwise, take a minimalist approach to capitalization.
- For example, use lowercase terms to describe periods, except in the case of proper nouns (e.g., “the colonial period,” vs. “the Victorian era”).
- A prose quotation of five or more lines should be “blocked.” The block quotation should match the surrounding text, and it takes no quotation marks. To off-set the block quote from surrounding text, indent the entire quotation using the word processor’s indentation tool. It is also possible to off-set the block quotation by using a different or smaller font than the surrounding text.
In Flowers of Freedom: Reframing Political Thought, Rose eloquently sums up his argument in the following quotation:
In a society of control, a politics of conduct is
designed into the fabric of existence itself, into the
organization of space, time, visibility, circuits of
communication. And these enwrap each individual life
decision and action—about labour [sic], purchases, debts,
credits, lifestyle, sexual contracts and the like—in a web
of incitements, rewards, current sanctions and foreboding
of future sanctions which serve to enjoin citizens to
maintain particular types of control over their conduct.
These assemblages which entail the securitization of
identity are not unified, but dispersed, not hierarchical
but rhizomatic, not totalized but connected in a web or
relays and relations. (246)
- Label the first page of your back matter, and your comprehensive list of sources, “Bibliography” (for Notes and Bibliography style) or “References” (for Author Date style).
- Leave two blank lines between “Bibliography” or “References” and your first entry.
- Leave one blank line between remaining entries.
- List entries in letter-by-letter alphabetical order according to the first word in each entry.
- Use “and,” not an ampersand, “&,” for multi-author entries.
- For two to three authors, write out all names.
- For four to ten authors, write out all names in the bibliography but only the first author’s name plus “et al.” in notes and parenthetical citations.
- When a source has no identifiable author, cite it by its title, both on the references page and in shortened form (up to four keywords from that title) in parenthetical citations throughout the text.
- Write out publishers’ names in full.
- Do not use access dates unless publication dates are unavailable.
- If you cannot ascertain the publication date of a printed work, use the abbreviation “n.d.”
- Provide DOIs instead of URLs whenever possible.
- If you cannot name a specific page number when called for, you have other options: section (sec.), equation (eq.), volume (vol.), or note (n.).
Image Caption: CMOS References Page
- Note numbers should begin with “1” and follow consecutively throughout a given paper.
- In the text:
- Note numbers are superscripted.
- Note numbers should be placed at the end of the clause or sentence to which they refer and should be placed after all punctuation, except for the dash.
- In the notes themselves:
- Note numbers are full-sized, not raised, and followed by a period (superscripting note numbers in the notes themselves is also acceptable).
- Lines within a footnote should be formatted flush left. Place commentary after source documentation when a footnote contains both; separate commentary and documentation by a period.
- In parenthetical citation, separate documentation from brief commentary with a semicolon.
- Do not repeat the hundreds digit in a page range if it does not change from the beginning to the end of the range.
For more information on footnotes, please see CMOS NB Sample Paper.
While CMOS does not include a prescribed system for formatting headings and subheads, CMOS makes several recommendations.
- Maintain consistency and parallel structure in headings and subheads.
- Use headline-style for purposes of capitalization.
- Subheadings should begin on a new line.
- Subheadings can be distinguished by font-size.
- Ensure that each level of hierarchy is clear and consistent.
- Levels of subheads can be differentiated by type style, use of boldface or italics, and placement on the page, usually either centered or flush left.
- Use no more than three levels of hierarchy.
- Avoid ending subheadings with periods.
Turabian has an optional system of five heading levels.
Turabian Subheading Plan
Centered, Boldface or Italic Type, Headline-style Capitalization
Centered, Regular Type, Headline-style Capitalization
Flush Left, Boldface or Italic Type, Headline-style Capitalization
Flush left, roman type, sentence-style capitalization
Run in at beginning of paragraph (no blank line after), boldface or italic type, sentence-style capitalization, terminal period.
Here is an example of the five-level heading system:
Image Caption: CMOS Headings
Tables and Figures
- Position tables and figures as soon as possible after they are first referenced. If necessary, present them after the paragraph in which they are described.
- For figures, include a caption, or short explanation of the figure or illustration, directly after the figure number.
- Cite the source of the table and figure information with a “credit line” at the bottom of the table or figure and, if applicable, after the caption. The credit line should be distinguished from the caption by being enclosed in parenthesis or written in different type.
- Cite a source as you would for parenthetical citation, and include full information in an entry on your Bibliography or References page.
- Acknowledge reproduced or adapted sources appropriately (i.e., photo by; data adapted from; map by . . . ).
- If a table includes data not acquired by the author of the text, include an unnumbered footnote. Introduce the note by the word Source(s) followed by a colon, then include the full source information, and end the note with a period.
How to Cite the Purdue OWL in CMOS
Contributors’ names and the last edited date can be found in the orange boxes at the top of every page on the OWL.
Footnote or Endnote (N):
1. Contributors’ Names, “Title of Resource,” List the OWL as Publishing Organization/Web Site Name, last edited date, https://owl.english.purdue.edu/owl/resource/717/02/.
1. Jessica Clements, Elizabeth Angeli, Karen Schiller, S. C. Gooch, Laurie Pinkert,Allen Brizee, and Vanessa Iacocca, “General Format,” The Purdue OWL, last edited date, https://owl.english.purdue.edu/owl/resource/717/02/.
Corresponding Bibliographical Entry (B):
Name, Contributor 1, Contributor 2 Name, and Contributor 3 (etc.) Name. “Title of Resource.” List the OWL as Publishing Organization/Web Site Name. Last edited date. http://Web address for OWL resource.
Clements, Jessica, Elizabeth Angeli, Karen Schiller, S. C. Gooch, Laurie Pinkert, Allen Brizee, and Vanessa Iacocca. “General Format.” The Purdue OWL. Last edited date. https://owl.english.purdue.edu/owl/resource/717/02/.
Author Date In-text Citation:
(Clements et al. 2017).
Author Date References Page Citation:
Contributor 1 LastName, Contributor 1 FirstName, Contributor 2 Name, and Contributor 3 Name. Year of Publication. “Title of Resource.” List the OWL as Publishing Organization/Web Site Name. Last edited date. http://Web address for OWL resource.
Clements, Jessica, Elizabeth Angeli, Karen Schiller, S. C. Gooch, Laurie Pinkert, Allen Brizee, and Vanessa Iacocca. 2017. “General Format.” The Purdue OWL. Last edited October 12, 2017. https://owl.english.purdue.edu/owl/resource/717/02.
This guide is based on The Chicago Manual of Style (17th ed.) and provides only selected citation examples for commonly used sources, and of notes/bibliography style only. For more detailed information, directly consult a print copy or online version of the style manual available at the SFU Library and at the SFU Bookstore.
Chicago style is sometimes referred to as Turabian style, which is a modified version of Chicago style, and which is outlined in Kate L. Turabian's A Manual for Writers of Term Papers, Theses, and Dissertations, 7thed. [print].
For the best printing results, use the printer-friendly PDF format of this guide.
Keep track of your document references/citations and format your reference lists easily with citation management software.
General notes on Chicago Style
Chicago style outlines two distinct citation styles (14.2):
- Notes/bibliography style, also known as "Humanities style." Sources are cited through footnotes (or endnotes) and a bibliography
- Author/date style, also known as "Scientific/Social Sciences style." Sources are cited through parenthetical author/date references in the text and a reference list
Please note that this guide covers only the Humanities style.
It is recommended practice, but not absolutely necessary, to cite your sources in both the notes and the bibliography. The practice of including both notes and a bibliography is still common practice amongst humanities scholars, so make sure to consult your instructor.
If you choose not to include a bibliography in your paper or choose to create only a partial list of references, you must provide full details of the sources you cited in your notes. (The first time you mention a work in the notes, you must provide full publication details. All subsequent notes of the same work can be written in short form.) If, on the other hand, your bibliography includes all sources cited in the notes, you need not provide full publication details in the notes since a reader can consult the bibliography (14.14).
Your paper must be double-spaced. It is conventional to single-space footnotes and bibliographies, leaving a blank line between entries.
Every page of the paper must be assigned a page number, including blank pages, appendices, and bibliography. Arabic numerals are centered or flush right at the top of the page.
You need to cite and document any sources that you have consulted, even if you presented the ideas from these sources in your own words (13.1 - 13.6). You need to cite:
- to identify other people's ideas and information used within your essay
- to inform the reader of your paper where they should look if they want to find the same sources
A citation must appear in two places in your essay (14.19):
- in the notes (footnotes or endnotes)
- in the bibliography (at the end of your paper)
To introduce other people's ideas in text, use the following examples:
Use Webster's Third New International Dictionary [print] and Merriam-Webster's Collegiate Dictionary [print] for standard spelling references for all Chicago citations (7.1).
You are responsible for the accuracy of all information in your notes and bibliography (13.6).
References in text: footnotes and endnotes (14.14 - 14.60)
In Chicago notes/bibliography style, footnotes or endnotes are used to cite quotes, paraphrases, and other in-text references (14.14-14.60).
- Footnotes are numbered citations listed at the bottom of each page in the research paper
- Endnotes are numbered citations listed at the end of the research paper
To cite a source, a small superscript (raised) number is placed after each in-text reference. Throughout the paper, these in-text references are numbered in sequential order (14.20). For example:
Each numbered reference then corresponds to a numbered citation in the footnote or endnote that provides author, date, and publication information for each source (14.14). The numbers in the notes are full size, not raised, and followed by a period.
Citations in notes are single-spaced (unless otherwise instructed), but there is a double space between entries. The first line is indented.
References in text: shortened citations (14.108, 14.111, 14.275, 14.29-14.36)
The first in-text reference to a given source must be cited in full with the name of the author/s, title of the work, place of publication, name of the publisher, and page number/s of the cited reference (14.19-14.20). For example:
Subsequent notes for sources that have already been cited may be shortened to the author's last name, abbreviated title, and the appropriate page reference (14.25). For example:
Immediately following notes that refer to the same source may be shortened even further to "ibid." (short for 'ibidem' - the Latin word for "in the same place") and the appropriate page reference (14.34). For example:
Bibliography (14.19 - 14.23; 14.61 - 14.71)
The list of sources at the end of the paper or at the end of the chapter is called the bibliography. This list must include all references cited in the text of your paper (14.62 - 14.71).
In the bibliography, entries are listed in alphabetical order according to the authors' last names. If no author or editor is provided, the work's title may be used instead (14.65).
Entries are double-spaced, but single-spacing is used within each entry. The second and subsequent lines are indented.
When the bibliography includes multiple entries by the same author listed together, a 3-em dash may be used to replace the author's name after the first entry (14.67 - 14.70). For example:
For more information about how to format your bibliography, see sections 14.61 - 14.71.
Common abbreviations (10.1 - 10.69)
When books have editors, translators, or compilers, the following abbreviations are used (10.42, 14.72 - 14.84):
- one editor - ed. / two or more editors - eds.
- translators - trans.
- one compiler - comp. / two or more compilers - comps.
For editions of books other than the first, the edition number (or description) and the abbreviation "ed." are placed after the book's title in all notes and bibliographic citations (14.112 - 14.115). For example:
- second edition - 2nd ed.
- revised edition - rev. ed.