---
name: citation-management
description: |
  Creates citation organization systems and format guides for learners managing academic sources. Produces a citation management plan with format examples for the learner's chosen style (APA, MLA, Chicago) -- not a citation generator.
  Use when a learner asks to organize their citations, set up a citation system, understand citation formats, or manage references for a research paper.
  Do NOT use for evaluating sources (use `source-evaluation`), for finding sources (use `literature-search`), or for writing annotated bibliographies (use `annotated-bibliography`).
license: Apache-2.0
metadata:
  author: foundry-skills
  version: "1.0.0"
  tags: "academic-writing research study-skills step-by-step"
  category: "education"
  subcategory: "academic-skills"
  depends: ""
  disclaimer: "none"
  difficulty: "intermediate"
---
# Citation Management

## When to Use

Use this skill when a learner needs to:

- **Set up a citation organization system** -- they have collected or are collecting sources and need a workflow to track, format, and retrieve them without losing information or creating inconsistencies
- **Learn a citation format from scratch** -- they need to understand the logic and structure of APA 7th edition, MLA 9th edition, Chicago 17th edition Notes-Bibliography, Chicago 17th edition Author-Date, or Turabian 9th edition
- **Switch citation styles mid-project** -- they have been using one style (or no style) and need to convert their existing reference list to a different format required by a new instructor or journal
- **Audit and fix an existing reference list** -- they have a draft bibliography with inconsistencies, missing fields, or formatting errors and need a systematic correction process
- **Choose and configure a citation management tool** -- they want to decide between Zotero, Mendeley, EndNote, Paperpile, or a manual spreadsheet system based on their discipline, access level, and workflow
- **Understand the logic behind citation components** -- they keep making errors because they do not understand why citations are structured the way they are, not just what the format looks like
- **Manage a large volume of sources** -- they are writing a thesis, dissertation, or literature review and need a scalable system rather than ad-hoc formatting

**Do NOT use when:**

- The learner needs help **evaluating whether a source is credible or appropriate** -- use `source-evaluation` instead, which covers authority, accuracy, currency, and bias assessment
- The learner needs help **finding sources** on a topic -- use `literature-search`, which covers database search strategies, Boolean operators, and search term selection
- The learner needs to **write an annotated bibliography** -- use `annotated-bibliography`, which covers summary, evaluation, and reflection writing for each source
- The learner wants a **citation generated for a specific source** -- this skill does not produce individual citations on demand; it builds systems and teaches formats
- The learner needs help with **academic integrity or plagiarism concepts** at a conceptual level -- that is a separate ethics and academic integrity topic
- The learner is an **instructor designing a citation curriculum** -- that requires the teaching subcategory
- The learner needs **APA formatting for the full paper** (running heads, abstract formatting, level headings, tables) -- that is manuscript formatting, not citation management

---

## Process

### Step 1: Gather Project-Specific Context

Before producing any output, collect four categories of information. Do not proceed without at minimum items 1 and 2.

- **Citation style required:** APA 7th, MLA 9th, Chicago 17th Notes-Bibliography, Chicago 17th Author-Date, Turabian 9th, or IEEE. If the learner does not know, ask them for their discipline and instructor/journal requirements -- do NOT default to APA without asking.
- **Project scope:** Single paper (how many pages, how many sources estimated?), thesis/dissertation, ongoing research program, or professional report. Scope determines whether a spreadsheet or dedicated software is appropriate.
- **Source types involved:** Peer-reviewed journal articles, books, book chapters, websites, government reports, datasets, interviews, films, social media posts, legal documents. Each type has different required fields and common error patterns.
- **Current state:** Do they have zero sources yet, a partial list, or a complete but messy bibliography? Are citations currently in a document, a spreadsheet, a reference manager, or only in their head?
- **Tool access:** Do they have institutional access to EndNote or RefWorks? Do they know Zotero exists? Are they on a shared computer where installing software is difficult?
- **Pain point:** What specifically is going wrong or feels unmanageable? This focuses the plan on their actual need.

### Step 2: Recommend a Citation Management Tool or System

Match the tool to the learner's situation using these decision criteria:

- **Zotero (free, open-source):** Best default recommendation for most students. Works as a browser extension plus desktop app. Handles PDF annotation, automatic metadata capture from DOIs and URLs, group libraries for collaborative projects, and outputs to 10,000+ citation styles. Ideal for: most undergraduates and graduate students, users without budget, anyone using Firefox/Chrome.
- **Mendeley (free with Elsevier account):** Similar to Zotero. Better PDF annotation interface; institutional networks sometimes have premium access. Weaker at capturing metadata from non-Elsevier sources. Suitable for: STEM students already embedded in Elsevier ecosystem.
- **EndNote (paid, ~$250; free via many institutions):** Industry standard in biomedical and clinical fields. More powerful for very large libraries (1,000+ sources). Steeper learning curve. Recommend only if the institution provides it or if the user is in a professional research context.
- **Paperpile (subscription, ~$3/month for students):** Best integration with Google Docs and Google Scholar. Ideal for: users who write entirely in Google Docs and want seamless in-text insertion.
- **Manual spreadsheet (Excel/Google Sheets):** Appropriate for: fewer than 20 sources, no access to software, simple one-time papers. Must be paired with a format checklist. Provide the Source Tracking Sheet template from the Output Format section.
- **Notion/Obsidian citation databases:** Suitable for researchers who already use these tools for personal knowledge management and want citations embedded in a note-taking system. More setup time; no automatic formatting.

If the learner is managing fewer than 15 sources for a single paper with no software available, recommend the spreadsheet + checklist approach. If they have 15 or more sources or are writing a thesis, strongly recommend Zotero.

### Step 3: Explain the Citation Style Logic

Do not just give format examples. Explain the underlying logic of the style so the learner can handle any source type -- including unusual ones not covered by their style guide.

**APA 7th Edition logic:** Organized around the author-date principle. The in-text citation tells the reader who said it and when; the reference list tells them where to find it. Every element exists to answer one of four questions: Who? (author), When? (date), What? (title), Where? (source). APA prioritizes DOIs over URLs, uses sentence case for titles (capitalize only first word, first word after colon, and proper nouns), uses the "&" symbol between multiple authors in the reference list, and uses "et al." for sources with three or more authors in all in-text citations.

**MLA 9th Edition logic:** Organized around the container model. A source always exists within a container (a journal, a website, a streaming platform, an anthology). Some sources have two containers (an article in a journal accessed through JSTOR -- JSTOR is the outer container). In-text citations use author-page, not author-date, because humanities readers want to locate the exact passage. Titles of short works (articles, poems, short stories) go in quotation marks; titles of long works (books, journals, films) are italicized.

**Chicago 17th Notes-Bibliography logic:** Used in history, art history, and some humanities. Footnotes serve a dual purpose: they cite the source AND allow the author to add commentary or tangential information. The first footnote for a source gives the full citation; subsequent footnotes give a shortened form (Author, Short Title, Page). The bibliography at the end uses a format slightly different from the footnote format (inverted name, different punctuation).

**Chicago 17th Author-Date logic:** Used in physical sciences, social sciences, and some humanities. Identical to APA in concept but different in punctuation, capitalization, and structure. Uses (Author Year, Page) in-text. Titles use headline-style capitalization (capitalize all major words), unlike APA sentence case.

### Step 4: Map the Learner's Source Types to Required Fields

Each source type has a specific set of required fields. Missing a field is the most common citation error. Create a field map for the learner's actual sources.

**Journal article fields (all styles):** Author(s), publication year, article title, journal name, volume, issue, page range, DOI (preferred) or URL.

**Book fields (all styles):** Author(s) or editor(s), publication year, book title, edition (if not first), publisher name (APA 7 drops publisher location; MLA 9 and Chicago still use it in some cases).

**Book chapter in an edited volume:** All book fields PLUS chapter author(s), chapter title, editor(s) of the volume, and page range of the chapter. This is the source type most frequently formatted incorrectly because learners treat it like an article.

**Website/webpage:** Author or organization, publication or last-updated date (or "n.d." if none), title of page, website name (if different from author), URL, and retrieval date (APA only requires retrieval date for sources that change, such as wikis).

**Government report:** Issuing agency as author, year, report title, report number if available, publisher (often the agency itself), URL or DOI.

**Dataset:** Creator(s), year, dataset title, version, repository name, DOI or URL. APA 7 added a specific format for datasets.

**Dissertation/thesis:** Author, year, title, type (Doctoral dissertation or Master's thesis), institution, database name if accessed through ProQuest or similar.

For each source type the learner mentions, provide the specific required fields and flag the fields that are most commonly missed.

### Step 5: Build the Learner's Source Tracking System

Provide a customized version of the Source Tracking Sheet based on their project:

- For a short paper (under 20 sources): A 7-column spreadsheet covering Author(s), Year, Title, Source Type, Key Argument/Finding, Where Used in Paper, and Formatted Citation (Style).
- For a thesis or literature review (20+ sources): Add columns for Themes/Keywords, Methodology, Sample/Context (for empirical studies), and Limitations Noted. This supports thematic grouping, not just bibliographic tracking.
- Recommend color-coding by source type or thematic cluster for visual navigation.
- Advise them to paste the full formatted citation into the tracking sheet as they add each source -- not after, when they will have to redo the work.

### Step 6: Provide the Citation Format Quick Reference

Produce a format reference card tailored to the citation style(s) the learner is using, covering the source types they actually have. Include:

- The exact format template with labeled fields (e.g., `Author, A. A. (Year). Title in sentence case. Publisher.`)
- A real example for each source type, not a template with bracketed placeholders
- The five most common errors for that style with corrections
- The specific rules for edge cases in that style (e.g., how APA handles works with no date, how MLA handles sources with no page numbers, how Chicago handles unpublished manuscripts)

### Step 7: Create the In-Text Citation Checklist and Reference List Audit Process

Give the learner a verification system they can run before submission:

**In-text citation checklist:**
- Every factual claim that is not common knowledge has an in-text citation
- Every direct quote includes a page number (or paragraph number for sources without pagination)
- Every in-text citation has a matching entry in the reference list (same author spelling, same year)
- Every reference list entry has a matching in-text citation (no uncited sources in the bibliography)
- Authors with the same last name are disambiguated (APA: include first initials; Chicago: spell out first names in bibliography)
- Multiple works by the same author in the same year use letter suffixes (a, b, c) in APA and Author-Date Chicago
- Et al. rules are applied correctly: APA 7 uses et al. for 3 or more authors in ALL in-text citations (first and subsequent); MLA uses et al. for 3 or more authors; Chicago NB spells out up to 10 authors in bibliography

**Reference list audit -- run in this order:**
1. Sort alphabetically by first author's last name (all styles) or by first author's last name then year (APA, Chicago Author-Date)
2. Check that every entry has a hanging indent (first line flush left, all subsequent lines indented 0.5 inches)
3. Verify that journal titles are italicized and article titles are NOT italicized (in APA and Chicago; in MLA, article titles go in quotation marks)
4. Confirm DOIs are formatted as hyperlinks starting with `https://doi.org/` (APA 7 requirement; also best practice in other styles)
5. Check that publisher names are not abbreviated (do not write "Wiley"; write "John Wiley & Sons" or follow the style guide's specific guidance)
6. Verify dates: APA uses (Year) immediately after the author; MLA and Chicago put the date later in the entry

### Step 8: Connect to Workflow and Next Steps

Close the session by anchoring the system to the learner's immediate paper-writing timeline:

- Specify when they should add sources to the tracker (the moment they decide to use the source, not at the end)
- Recommend they format each citation fully in the tracker before writing the section that cites it -- this prevents the common error of writing "Smith argues..." and then forgetting the full citation details
- If they are using Zotero or similar: explain that auto-generated citations from these tools contain errors in roughly 15--30% of cases and must be manually verified against the style guide before submission
- Identify which complementary skill to use next based on their situation (if they are still selecting sources, use `literature-search`; if they need to write about the sources, use `annotated-bibliography`)

---

## Output Format

```
## Citation Management Plan: [Paper or Project Title]

**Citation Style:** [APA 7th / MLA 9th / Chicago 17th NB / Chicago 17th AD / Turabian 9th]
**Project Type:** [Course paper / Thesis / Literature review / Professional report]
**Estimated Source Count:** [Number or range]
**Recommended Tool:** [Zotero / Mendeley / Spreadsheet / other]
**Primary Source Types:** [e.g., journal articles, books, websites]

---

### Citation Style Logic Summary
[2--4 sentences explaining the underlying logic of their chosen style so they understand
 WHY it is structured the way it is, not just WHAT it looks like]

---

### Format Reference Card: [Style Name]

#### Journal Article
**Template:**
[Full template with labeled fields]

**Example:**
[Real, complete example -- not a bracketed placeholder]

**Common errors for journal articles in [Style]:**
- [Error 1]: [What goes wrong] -- [Correct approach]
- [Error 2]: [What goes wrong] -- [Correct approach]
- [Error 3]: [What goes wrong] -- [Correct approach]

#### Book
**Template:**
[Full template with labeled fields]

**Example:**
[Real, complete example]

#### Book Chapter in Edited Volume
**Template:**
[Full template with labeled fields]

**Example:**
[Real, complete example]

#### [Additional source types based on learner's actual sources]

---

### In-Text Citation Reference

| Scenario | Format | Example |
|----------|--------|---------|
| Single author, no direct quote | [format] | [example] |
| Single author, direct quote with page | [format] | [example] |
| Two authors | [format] | [example] |
| Three or more authors | [format] | [example] |
| No author | [format] | [example] |
| No date | [format] | [example] |
| Organization as author | [format] | [example] |
| Two sources in one citation | [format] | [example] |

---

### Source Tracking Sheet

| # | Author(s) | Year | Title (abbreviated) | Type | Key Argument | Where Used | Formatted Citation | Status |
|---|-----------|------|---------------------|------|--------------|------------|--------------------|--------|
| 1 | | | | | | | | ☐ Formatted |
| 2 | | | | | | | | ☐ Formatted |
| 3 | | | | | | | | ☐ Formatted |

**Status legend:** ☐ Located / ☐ Read / ☐ Formatted / ☐ Cited in draft / ☐ Verified in final

---

### Pre-Submission Audit Checklist

**In-text citations:**
- [ ] Every factual claim (not common knowledge) has a citation
- [ ] Every direct quote includes page or paragraph number
- [ ] Every in-text citation matches a reference list entry (same author, same year)
- [ ] Et al. applied correctly: [specific rule for their style]
- [ ] Multiple works by same author disambiguated with [a/b suffixes or first initials -- style-specific]

**Reference list:**
- [ ] Sorted alphabetically by first author last name
- [ ] Hanging indent applied to every entry
- [ ] Journal titles italicized; article titles [NOT italicized / in quotation marks -- style-specific]
- [ ] DOIs formatted as https://doi.org/[number]
- [ ] Every reference list entry has a corresponding in-text citation
- [ ] No uncited sources included in the reference list

---

### Common Citation Mistakes for [Style Name]

| Mistake | Why It Matters | Correction |
|---------|---------------|------------|
| [Style-specific mistake 1] | [Consequence] | [Fix] |
| [Style-specific mistake 2] | [Consequence] | [Fix] |
| [Style-specific mistake 3] | [Consequence] | [Fix] |
| [Style-specific mistake 4] | [Consequence] | [Fix] |
| [Style-specific mistake 5] | [Consequence] | [Fix] |

---

### Recommended Workflow

1. [Immediate action -- today]
2. [Action during source collection]
3. [Action during drafting]
4. [Action during revision]
5. [Action before final submission]

---

### Next Skills
- If still selecting sources: use `literature-search`
- If writing about sources: use `annotated-bibliography`
- If evaluating source quality: use `source-evaluation`
```

---

## Rules

1. **Never generate a citation for a specific real source without the learner providing all fields.** This skill builds systems and teaches formats. Producing a citation from a partial reference (e.g., "cite this book by Malcolm Gladwell") without complete publication data leads to incomplete or fabricated citations. If the learner wants a specific citation generated, ask them for all required fields for that source type before proceeding.

2. **Always identify the exact edition of the style guide.** APA 6th and APA 7th differ significantly (APA 7 dropped publisher location for books, changed et al. threshold from 6+ to 3+ authors, added new source types). MLA 8th and MLA 9th differ in how they handle certain containers. Always confirm which edition applies -- when in doubt, default to the most recent edition and note this.

3. **Warn the learner that auto-generated citations from Zotero, Google Scholar, Mendeley, and similar tools contain errors in approximately 15--30% of cases.** Common tool errors include: wrong capitalization of article titles (sentence case vs. headline case), missing issue numbers, truncated author lists, and incorrect DOI formatting. Auto-generated citations are a starting point, not a finished product. Always verify against the style guide.

4. **Distinguish between the reference list (APA, MLA, Chicago Author-Date) and the bibliography (Chicago Notes-Bibliography, Turabian).** These are not interchangeable terms. A reference list in APA and MLA contains ONLY sources cited in text. A bibliography in Chicago NB may contain sources consulted but not cited, depending on the instructor's or publisher's requirements. Using the wrong term in your output signals carelessness.

5. **Never include a source in the reference list that is not cited in the text, and never cite a source in text that is not in the reference list.** This one-to-one correspondence is a fundamental rule in all citation styles. "Padding" the bibliography with impressive-looking sources the writer did not actually cite is a form of academic dishonesty.

6. **Treat the book chapter in an edited volume as a distinct source type, not a variant of a book or article.** This is the most commonly misformatted source type. It requires both the chapter author's name AND the volume editor's name, the chapter title AND the book title, and the page range of the chapter within the book. Many learners either format it as a book (omitting chapter author and page range) or as an article (omitting editor and book title).

7. **When a source has no author, do not substitute the website name or "Anonymous."** The correct approach varies by style: APA moves the title to the author position; MLA begins the Works Cited entry with the title; Chicago NB footnotes begin with the title. "Anonymous" is used ONLY when the source explicitly names the author as Anonymous.

8. **Apply the DOI rule consistently.** When a DOI exists, always use it -- regardless of whether you also have a URL. DOIs are persistent; URLs break. Format DOIs as `https://doi.org/10.XXXX/XXXXX` (the full hyperlink format), not as `doi:10.XXXX/XXXXX` (the old format deprecated in APA 7). If a source was accessed online but has no DOI, use the URL of the journal's or publisher's homepage, not the database URL (database URLs like EBSCOhost links are not publicly accessible).

9. **Flag secondary citations immediately.** A secondary citation is when Source A cites Source B, and the learner has not read Source B but wants to cite it. This is acceptable in limited circumstances but must be formatted explicitly: in APA, `(Original Author, Original Year, as cited in Secondary Author, Secondary Year)`; in Chicago, a note saying "cited in [Secondary Source]." Instruct the learner to find and read the original source whenever possible. Do not silently format the original source as if the learner read it directly.

10. **The hanging indent is non-negotiable.** Every citation style uses a hanging indent in the reference list or bibliography (first line flush left, all subsequent lines indented 0.5 inches in most word processors). This is set via paragraph formatting, not by manually pressing Tab. If the learner is asking about formatting, explicitly tell them how to set a hanging indent in their word processor rather than assuming they know.

---

## Edge Cases

### The Learner Has Sources from Multiple Disciplines Requiring Different Styles

A graduate student might have a paper where the instructor requires APA but some of their sources are from law journals (which use Bluebook) or historical documents. Recommendation: use the required style (APA, MLA, Chicago) for all sources. Adapt the general citation format for unusual source types using the closest analogous format the style guide provides -- for example, legal cases in APA 7 have their own specific format (italicize the case name, include volume, reporter, and year in parentheses). If the style guide does not cover a source type, follow the guide's general principle (answer Who? When? What? Where?) and note the decision.

### The Learner Is Using Ibid. in a Chicago Notes-Bibliography Paper

"Ibid." (Latin for "in the same place") is used in Chicago NB footnotes to repeat the immediately preceding citation. However, Chicago 17th edition discourages ibid. in favor of shortened citations, and some instructors explicitly prohibit it. Advise the learner to check with their instructor. If ibid. is permitted: it can only be used when the footnote immediately follows a footnote citing the same source. "Ibid., 45" means the same source as the previous footnote, page 45. If any other footnote intervenes, use the shortened form instead (Author, Short Title, Page).

### The Learner Has More Than Three Authors and Is Unsure About Et Al.

This is a genuine complexity because the rule differs by style and has changed across editions:
- **APA 7th:** Use et al. for 3 or more authors in ALL in-text citations, first and subsequent. In the reference list, list up to 20 authors; for 21 or more, list the first 19, insert an ellipsis (...), then the final author.
- **MLA 9th:** For 3 or more authors, list the first author followed by "et al." in both in-text and Works Cited.
- **Chicago 17th NB bibliography and Author-Date reference list:** List up to 10 authors. For 11 or more, list the first 7, then "et al." In notes (NB style), list up to 3 authors; for 4 or more, use et al.
Provide a table with these thresholds when the learner is working with multi-author sources.

### The Learner Is Citing a Source That Has Been Retracted

This happens most often in science and medicine. A retracted article should not be cited as if it is valid research. If the learner discovers a source has been retracted: (1) remove the citation if the claim it supported can be supported by a non-retracted source, (2) if the retracted article is itself the subject of discussion (e.g., in a paper about research integrity), cite it explicitly as retracted -- APA 7 has specific guidance: add [Retracted] after the title and include the retraction notice as a separate reference. Instruct the learner to check Retraction Watch or the publisher's website.

### The Learner's Instructor Provided a "Citation Guide" That Contradicts the Official Style Manual

This is common. Instructors sometimes create simplified guides that omit or modify official rules. Resolution: the instructor's guide takes precedence for that course. Note the discrepancy explicitly so the learner understands that the instructor's version is course-specific, not universal. For example: "Your instructor's guide says to omit DOIs -- this differs from APA 7th official guidance, which requires them. Follow your instructor's rule for this paper and use the official rule everywhere else."

### The Learner Is Converting an Existing Reference List from One Style to Another

This requires a systematic field-mapping process, not line-by-line rewriting. Guide the learner to:
1. First audit the existing list to ensure all required fields are present (APA to Chicago conversion often requires adding publisher location, which APA 7 dropped but Chicago still requires for books)
2. Create a conversion table mapping each old format element to the new one (author format, date position, title capitalization, punctuation between elements)
3. Use find-and-replace for systematic changes (e.g., changing all `(Year)` to `,  Year,` when converting APA to Chicago Author-Date)
4. Handle title capitalization manually -- changing from sentence case (APA) to headline case (Chicago, MLA for book/journal titles) cannot be automated reliably

### The Learner Is Citing a Social Media Post, Podcast, or YouTube Video

These are increasingly common source types that style guides added relatively recently:
- **APA 7:** Twitter/X post: Author [@username]. (Year, Month Day). First 20 words of post [Tweet]. Platform. URL. YouTube: Author, A. (Year, Month Day). Title of video [Video]. Platform. URL.
- **MLA 9:** Treat the platform as the container. Author. "Title or Description." Platform, Day Month Year, URL.
- **Chicago 17th:** Similar logic to MLA but with different punctuation. If the post has no formal title, describe it in brackets.
Key rule: archive or screenshot social media sources at the time of access because they can be deleted. Note this in the tracking sheet.

### The Learner Is Writing a Thesis with Hundreds of Sources and Their Reference Manager Has Corrupted Some Entries

This is a high-stakes situation requiring triage. Guide them to:
1. Export the full library from the reference manager as both the native format AND as a plain text/CSV file -- do both before making any changes
2. Identify corrupted entries by filtering for missing required fields (most reference managers allow this)
3. For entries with DOIs, re-import using the DOI directly (Zotero's "Add item by identifier" function is reliable for DOI-based imports)
4. For entries without DOIs, verify against the original source -- never reconstruct from memory
5. Prioritize fixing the sources most heavily cited in the thesis first
6. Consider keeping a parallel manual backup of the reference list as a Word document for the final 50 most important sources

---

## Example

**Input:** "I'm a sophomore writing a 10-page history paper on the causes of World War I. My professor requires Chicago footnote style. I have about 15 sources -- mostly books and a few journal articles. I've been just typing citations as I go and they're a mess. Can you help me set up a system?"

---

**Output:**

## Citation Management Plan: World War I Causes Paper

**Citation Style:** Chicago 17th Edition -- Notes-Bibliography
**Project Type:** 10-page undergraduate history paper
**Estimated Source Count:** ~15 (books and journal articles)
**Recommended Tool:** Manual spreadsheet (appropriate for 15 sources; no software installation needed)
**Primary Source Types:** Books, journal articles

---

### Citation Style Logic: Why Chicago Notes-Bibliography Works This Way

Chicago NB was designed for historical scholarship, where context and commentary matter as much as the source itself. Footnotes do double duty: they tell the reader where a claim comes from AND allow the author to add nuances that would interrupt the main argument. The first time you cite a source, the footnote contains the full citation. Every time after that, you use a shortened form. The bibliography at the end gives the reader a master list of all your sources in a slightly different format than the footnotes (inverted author name, different punctuation) -- this is not an error, it is intentional.

---

### Format Reference Card: Chicago 17th Notes-Bibliography

#### Book -- Full Footnote (first citation)

**Template:**
`N. Firstname Lastname, Title in Headline Style: Subtitle if Any (City: Publisher, Year), page number.`

**Example:**
`1. Christopher Clark, The Sleepwalkers: How Europe Went to War in 1914 (New York: Harper Perennial, 2013), 47.`

**Example with two authors:**
`2. Margaret MacMillan and Richard Holbrooke, The War That Ended Peace: The Road to 1914 (New York: Random House, 2013), 112.`

**Shortened footnote (second and later citations to same source):**
`3. Clark, Sleepwalkers, 203.`
Format: Author Last Name, Short Title (1--4 words from the main title), Page.

#### Book -- Bibliography Entry (different format from footnote)

**Template:**
`Lastname, Firstname. Title in Headline Style: Subtitle if Any. City: Publisher, Year.`

**Example:**
`Clark, Christopher. The Sleepwalkers: How Europe Went to War in 1914. New York: Harper Perennial, 2013.`

**Note the differences from the footnote:** Last name comes first (inverted), a period replaces the parentheses around publisher information, no page number.

#### Journal Article -- Full Footnote

**Template:**
`N. Firstname Lastname, "Article Title in Quotation Marks," Journal Name in Italics volume, no. issue (Year): page(s), DOI or URL.`

**Example:**
`4. Holger Afflerbach, "The Topos of Improbable War in Europe Before 1914," in An Improbable War? The Outbreak of World War I and European Political Culture Before 1914, ed. Holger Afflerbach and David Stevenson (New York: Berghahn Books, 2007), 161.`

**Simpler journal article example:**
`5. David Stevenson, "Militarization and Diplomacy in Europe Before 1914," International Security 22, no. 1 (Summer 1997): 125, https://doi.org/10.2307/2539229.`

**Shortened footnote:**
`6. Stevenson, "Militarization and Diplomacy," 130.`

#### Journal Article -- Bibliography Entry

**Template:**
`Lastname, Firstname. "Article Title in Quotation Marks." Journal Name in Italics volume, no. issue (Year): first page--last page. DOI or URL.`

**Example:**
`Stevenson, David. "Militarization and Diplomacy in Europe Before 1914." International Security 22, no. 1 (Summer 1997): 125--161. https://doi.org/10.2307/2539229.`

#### Book Chapter in an Edited Volume -- Full Footnote

**Template:**
`N. Firstname Lastname, "Chapter Title," in Book Title, ed. Editor Firstname Lastname (City: Publisher, Year), page(s).`

**Example:**
`7. Annika Mombauer, "The Fischer Controversy, Documents, and the 'Truth' About the Origins of the First World War," in The Origins of the First World War: Controversies and Consensus, ed. Annika Mombauer (New York: Routledge, 2013), 34.`

**Bibliography Entry:**
`Mombauer, Annika. "The Fischer Controversy, Documents, and the 'Truth' About the Origins of the First World War." In The Origins of the First World War: Controversies and Consensus, edited by Annika Mombauer, 29--52. New York: Routledge, 2013.`

**Note:** The bibliography entry for a chapter includes the full page range of the chapter in the book; the footnote cites the specific page you are referencing.

---

### In-Text Citation Reference for Chicago NB

Chicago NB does not use in-text parenthetical citations. All citations appear as footnotes (at the bottom of the page) or endnotes (at the end of the document). Your professor will specify which. The superscript number in the text directs the reader to the corresponding note.

| Scenario | Footnote Format | Example |
|----------|----------------|---------|
| First citation to a book | Full citation with page | Clark, *Sleepwalkers*, (New York: Harper Perennial, 2013), 47. |
| Second+ citation, same book | Short form | Clark, *Sleepwalkers*, 203. |
| Immediately following same source | Ibid. with page | Ibid., 204. (use sparingly; check with professor) |
| First citation to article | Full citation with page | Stevenson, "Militarization," *International Security* 22, no. 1 (1997): 125. |
| Second+ citation, same article | Short form | Stevenson, "Militarization," 130. |
| Two different works by Clark | Include short title in all footnotes | Clark, *Sleepwalkers*, 47. / Clark, *Kaiser Wilhelm II*, 88. |
| Citing a source from a footnote in another book | Secondary citation; find the original | If unavoidable: Original Author, *Title*, page, cited in Clark, *Sleepwalkers*, 47. |

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### Source Tracking Sheet for Your WWI Paper

Set this up in Google Sheets or Excel before adding another source:

| # | Author(s) Last, First | Year | Short Title | Type | Key Argument for Your Paper | Section of Your Paper | First Footnote # | Formatted Bibliography Entry | Status |
|---|----------------------|------|-------------|------|-----------------------------|-----------------------|-----------------|------------------------------|--------|
| 1 | Clark, Christopher | 2013 | Sleepwalkers | Book | Argues leaders "sleepwalked" into war; no single power intended global conflict | Intro + Sec. 2 (diplomatic failures) | 1 | Clark, Christopher. *The Sleepwalkers...* | ☑ Formatted |
| 2 | Stevenson, David | 1997 | Militarization | Journal article | Military buildup created structural pressure toward war independent of political intent | Sec. 3 (militarism) | 5 | Stevenson, David. "Militarization..." | ☑ Formatted |
| 3 | [Next source] | | | | | | | | ☐ Located |

**Fill in the "Formatted Bibliography Entry" column with the complete, correctly formatted entry as you add each source** -- do not leave this until the end. Format it now while you have the source in front of you.

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### Common Chicago NB Mistakes for History Papers

| Mistake | Why It Matters | Correction |
|---------|---------------|------------|
| Using the same full footnote format every time you cite a source | Clutters the notes and looks like you do not know Chicago style | Full citation only on first mention; shortened form (Author, Short Title, Page) on all subsequent mentions |
| Putting the author's name in inverted order (Last, First) in a footnote | Inverted order belongs in the bibliography only; footnotes use normal order (First Last) | Footnotes: Christopher Clark. Bibliography: Clark, Christopher. |
| Using headline capitalization in article titles in footnotes and bibliography | Article titles (short works) go in quotation marks with headline caps in Chicago | "The Fischer Controversy, Documents, and the Truth" -- capitalize all major words in Chicago |
| Omitting publisher city for books | Chicago still requires it (unlike APA 7); your professor will notice | Always include city and publisher: (New York: Harper Perennial, 2013) |
| Forgetting to include the page range for a book chapter in the bibliography | The bibliography entry for a chapter must show where in the book it appears | Add the full chapter page range at the end: 29--52. |
| Using ibid. for a source cited two footnotes ago | Ibid. is ONLY valid when the immediately preceding footnote cites the same source | Use the shortened form (Clark, *Sleepwalkers*, 203) whenever any other footnote intervenes |
| Inconsistent treatment of subtitles | In Chicago, always include the subtitle, separated from the main title by a colon | *The Sleepwalkers: How Europe Went to War in 1914*, not *The Sleepwalkers* |

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### Pre-Submission Audit Checklist

**Footnotes:**
- [ ] Every factual claim that is not common knowledge has a footnote
- [ ] Every direct quote (even a single distinctive phrase) has a footnote with a specific page number
- [ ] First citation to each source uses full footnote format
- [ ] All subsequent citations to each source use shortened format (Author, Short Title, Page)
- [ ] Footnote numbers run consecutively throughout the paper without gaps or repeats
- [ ] Author names in footnotes are in normal order (First Last), not inverted

**Bibliography:**
- [ ] All sources cited in footnotes appear in the bibliography
- [ ] Bibliography is sorted alphabetically by first author's last name
- [ ] All bibliography entries use inverted author name (Last, First)
- [ ] Every entry has a hanging indent
- [ ] Book titles and journal names are italicized
- [ ] Article and chapter titles are in quotation marks, not italicized
- [ ] Publisher city is included for all books
- [ ] Page ranges are included for all journal articles and book chapters
- [ ] DOIs formatted as https://doi.org/[number] wherever available

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### Recommended Workflow for This Paper

1. **Today:** Set up your Source Tracking Sheet with the 15 sources you already have. Fill in Author, Year, Short Title, Type, and Key Argument for each. Do not move on until this is done -- this is your foundation.
2. **As you draft each section:** Look up the sources relevant to that section in your tracker. Format the full footnote and bibliography entry for each source in the tracker before you write the paragraph citing it.
3. **When you write a footnote:** Insert the footnote number in the text, type the full citation the first time and the shortened form every subsequent time. Do not try to number them manually -- use your word processor's Insert Footnote function.
4. **After completing the draft:** Run the footnote audit: for each source, find its first footnote (full format) and verify that all subsequent footnotes use the shortened form.
5. **Before final submission:** Copy all formatted bibliography entries from your tracker into the bibliography section of your paper. Sort alphabetically. Apply hanging indent via Format > Paragraph > Special > Hanging, 0.5 inches. Verify against the checklist above.

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### Next Skills

- **If you need help deciding which of your 15 sources are most credible and relevant:** use `source-evaluation`
- **If your professor asks for annotations explaining each source:** use `annotated-bibliography`
- **If you need to find additional sources to fill gaps in your argument:** use `literature-search`
