23 posts categorized "References"

February 04, 2010

Using Brackets in APA Style References

Timothy McAdoo by Timothy McAdoo

This post is part of an ongoing series about how references work. Check out an introduction to the generic APA Style reference and the posts on the author or “who” element, the date or “when” element, the title or “what” element, and the source information or “where” element. An upcoming post will give advice on mixing and matching elements of example references.

Glancing through the references examples on pages 193–215 of the APA Publication Manual, you may notice that some references include information in brackets. These brackets always appear immediately following the title element (and any of its parenthetical information). Understanding this element of an APA Style reference can give you great flexibility when creating references. 

As indicated on page 186, “nonroutine” information can be included in brackets. Fourteen of the most common notations are included on that page (including “Audio podcast,” “Data file,” “Computer software,” and others). But these are not the only possible notations.  Any information that is “important for identification and retrieval” may be included in brackets. 

This is useful when you need to clarify the type of source. For example, although Example 50 (p. 210) shows “[Audio podcast]” after the title element, “[Video podcast]” is another possibility. Likewise, in Example 53 (“Map retrieved online”) brackets are included to clarify that the title element refers to a “[Demographic map].” 

Brackets can also be used to indicate that the title element refers to more than one thing, as in Example 57, where “Eyelink II” refers to both the “[Apparatus and software].” 

In short, if you’re referencing an unusual item, consider using brackets to clarify. 

What’s the most unusual item you’ve ever included in an APA Style reference list?

January 28, 2010

The Generic Reference: Where

Jeffby Jeff Hume-Pratuch

This post is part of an ongoing series about how references work. It began with an introduction to the generic APA Style reference and posts on the author or “who” element, the date or “when” element, and the title or “what” element. Upcoming posts will cover adding supplementary information in brackets and mixing and matching elements of example references.

The last generic element in an APA reference is where a reader should go to locate the reference you used. (An alternate label for this element might be how—as in, “How can I locate that source?”)

Periodicals

For journals, newsletters, and magazines, the primary locator element is the volume number. It goes after the periodical’s title, in italics, and the article’s page range follows:

Elk, A. (1972a). My theory on brontosauruses. Journal of the
  All-England Summarize Proust Competition, 31, 12–27.

If (and only if) the journal is one that restarts the page numbering at 1 for each issue, include the issue number in parentheses after the volume number:

Elk, A. (1972b). The other theory on brontosauruses. Journal of the 
  All-England Summarize Proust Competition, 31(4), 47–50.

Note that if the issue number is used, it is in roman (i.e., not italic) type, as is the comma following it.

Books, Reports, and So Forth

Give the name and location of the publisher (city and state or, outside the United States, city and country) for books, reports, brochures, and other nonperiodical publications.

Gumby, T. F. (1972). The brain specialist. Cambridge, England: 
  Python.

Note that the name of the publisher is given in as brief a form as possible. Eliminate words such as Publishers, Co., and Inc., and use only the surname for publishing houses that are named after persons (e.g., Erlbaum, not Lawrence Erlbaum; Wiley, not John Wiley). The names of universities, associations, and so forth are given in full.

The “well-known city rule” is no longer in effect, so the state (or country, for non-U.S. publishers) is included for all publishers. However, there is one exception to this rule: If the publisher is a university whose name includes the name of the state, don’t repeat the state in the publisher location.

Clark, D. T., & Schoomaker, P. J. How not to be seen. Tampa:
  University of Florida.

Electronic Sources

The digital object identifier (DOI) is the new gold standard for locating electronic publications. Through the magic of international concordats and computer programming, it will get you to the online version of the article every time, even if the publisher has changed Web addresses. Over the past few months we have devoted considerable space on the blog to the use (and the pros and cons) of DOIs, so I’ll simply point you to Chelsea's DOI primer and handy flowchart for guidance on when to use DOI versus URL. You may also want to check out Tim's video on how to find those pesky DOIs, and Paige's discussion of document URL versus homepage URL.

Odd Cases

Do you have a locator problem that stumps you? Post it here and we’ll try to figure it out!

January 21, 2010

The Generic Reference: What?

Photo1-21-10 by Sarah Wiederkehr

This post is part of an ongoing series about how references work. Check out an introduction to the generic APA Style reference and posts on the author or "who" element and the date or "when" element. Upcoming posts will discuss the "where" question, as well as give advice on adding supplementary information in brackets and on mixing and matching elements of example references.

To continue on this virtual journey of how to form a reference when the Publication Manual of the American Psychological Association does not have an example that matches your situation, I am going to discuss the "what" of the generic reference, otherwise known as the title of the work. First, let’s look at a "skeleton" reference to better illustrate from whence we have come (and where we are going) in learning how to form a generic reference:

Who. (When). What. Where.

What Is a Title, and What if There Isn’t One?

The "what" of the reference, namely, the title of the work, is arguably the least troublesome element of a reference. Most works have a title. For journal articles, the title is simply the title of the article. For book chapters, the title is the title of the chapter. For books, the title of the book is what is needed, and so on. If no title is present, you need merely describe the work, and to indicate that what you are providing is a description and not a formal title, you would enclose this information within brackets. For an example of this type of reference, see Example 60 on p. 212 of the Publication Manual.

When Do I Italicize a Title?

"So," you may be asking, "how do I know whether to italicize the title?" As a general rule of thumb, italicize the parent element of a publication only. What is contained in the title element of a reference is sometimes considered the parent element of a publication, but sometimes this is not the case. For example, when forming a reference for a journal article, the article (the child element) is contained within the journal (the parent element), so the article title would not be italicized, but the journal title would be. For book chapters, follow the same pattern—italicize the title of the book but not the title of the chapter. For books, reports, dissertations, motion pictures, and other works that are not published as part of a larger entity, however—that is, they are not part of a series, a film series, or any other kind of compilation—italicize the title of the work, which will appear in the title element spot (a.k.a. the "what" placeholder shown above). In a reference that contains both a child and a parent publication element, the parent element is considered to be part of the "where" element, which will be explained in a later post.

Unusual Titles

Two slightly unusual occurrences that can affect the title element are worth mentioning here. The first, which will be explained in further detail in a forthcoming post, concerns the inclusion of nonroutine information, within brackets, after the title. There are many examples of this throughout Chapter 7 of the Publication Manual, and the practice is described on p. 186. The second unusual occurrence worth mentioning is what happens when the author element is empty. As you may remember from Chelsea’s earlier post on the author element of the generic reference, in such cases, the title is simply moved into the author position. Using our skeleton reference from the beginning of this post, the end result would be as follows:

What. (When). Where.

In such cases, all of the information contained in the title element, including any nonroutine information in brackets, would appear as the first element and would be followed by a period. In the reference list, alphabetize such entries by the first significant word in the title.

Coming Soon

Stay tuned for two forthcoming posts on (a) the fourth and final element of the generic reference, otherwise known as the "where" element, and (b) the inclusion of nonroutine information in references.

January 14, 2010

The Generic Reference: When?

Jeffby Jeff Hume-Pratuch

This post is part of an ongoing series about how references work. It began with an introduction to the generic APA Style reference and the author or “who” element. Upcoming posts will discuss “what” and “where,” as well as adding supplementary information in brackets and mixing and matching elements of example references.

How do you determine what to do with the date element of your reference list entry? For most references, it’s pretty straightforward: The date element is the year of publication, found on the copyright page (for books) or the first page of the article (for journals); put it in parentheses and follow with a period.

However, as we’ve seen in previous posts, the basic reference pattern can sometimes have a few unexpected twists.

Online Documents

Online material can be tricky to date properly. If the date is not apparent at the beginning of the document you’re citing, look at the end (e.g., APA Guidelines for Providers of Psychological Services to Ethnic, Linguistic, and Culturally Diverse Populations was finalized in 1990, so that’s the date to use).

But look out for a footer that says, “This page was last modified on [date].” This is not the date to use! It could be the date that the document was published, but it’s more likely to be the date it was put online or the date when the webmaster added code for a dancing Freud to the page.

Some sites place a copyright date for the website at the bottom of every page. Check a few pages on the site; if the identical statement appears on every page, it’s a site-wide footer, so that’s not the date you’re looking for either. (See "Zip, Zero, Zilch," below, for the best solution.)

Periodicals

Dates for magazines, newsletters, and newspapers should include “the year and the exact date of the publication (month or month and day),” according to the APA Publication Manual (6th ed., 6.28, p. 185). This means that the month should be given for monthlies, and the month and day for weeklies. If the periodical uses a season with the year, put the year, a comma, and the season in parentheses (2008, Early Spring).

Some journals seem to straddle the line between journal and magazine (e.g., Nature, Science, and The Lancet contain peer-reviewed scientific research but are published weekly). Which date format should you follow for articles from these publications? The determining factor is not whether they're called "journal" or "magazine" but how often they're published. In the case of these and other weeklies, use month, day, and year.

Unpublished Documents

An unpublished document is one that has not yet appeared in its final form. If the final version has been accepted by a publisher but has not yet been released, use “in press” as the date. If the document has been submitted but not accepted, or it is under review, give the year the work was produced. Do not list the journal name, but include the sentence "Manuscript submitted for publication" immediately after the title. If the document is still in draft form, use the year in which the draft you read was produced and include "Manuscript in preparation" as the final sentence (e.g., Example 59, pp. 211–212 of the Publication Manual).

The Double-Date Problem

If you are citing something that has been republished or reprinted, the entry in the reference list should use the date of the version you read. At the end, append the date of the original work or the source of the reprint (see Examples 21 and 26, pp. 203–204, for details on how to format the reference). In text, cite both dates: first the original version, then the version you read, separated by a slash (Freud, 1900/1953).

Sometimes publication of a multivolume work takes place over several years. In that case, use the span of years as the publication date both in the reference list and in text (Koch, 1953–1964).

The Odd Bunch

The sixth edition of the Publication Manual contains a new category for archival materials, such as letters, rare publications, manuscripts, photographs, cuneiform tablets, and apparatus (see 7.10, pp. 212–213). If they are dated, provide the date in parentheses (1935, February 4); if the date does not appear on the item but is known from other sources, put it in square brackets [1934]; if the date is not known but can be reliably estimated, use “ca.” (the abbreviation for circa) before the date in square brackets [ca. 2307 B.C.].

Zip, Zero, Zilch

What if, after reasonably exhaustive efforts, there’s no date to be found? Tell your readers that by entering “n.d.” (for “no date”) in parentheses where the date would otherwise go, and call it a day.

Do you have a thorny dating problem? (No, not that kind . . .) Post it in the comments section and we’ll kick it around.

January 07, 2010

The Generic Reference: Who?

Chelsea blog by Chelsea Lee

This post is part of an ongoing series about how references work.

When you need a reference citation but nothing in the Publication Manual seems to fit, it helps to understand the generic template that all APA Style references follow. As discussed previously, the generic reference answers four interrogative questions: Who? When? What? and Where?

This post addresses the “who” or author element. Upcoming posts will discuss the “when,” “what,” and “where” questions, as well as give advice on adding supplementary information in brackets and on mixing and matching elements of example references when what you need isn’t in the manual.

Who Is Responsible for This Content?

To determine authorship, ask yourself, “who is responsible for this content?” Most often, the “who” will be one person, or several people, who have served as authors or editors. But keep in mind that entities (governments, associations, agencies, companies, etc.) can also function as authors or editors. See pp. 196–197 of the Publication Manual for an index of the author variation examples available.
 
“No Author”: Are You Sure?

Oftentimes when it appears there is no author, a company or organization of some sort is actually responsible for the content. For example, if you are reporting on H1N1/swine flu pandemic of 2009, one of your sources might be a CDC brief like the one cited below, which was authored by an entity (the CDC) rather than a specific person:

Centers for Disease Control and Prevention. (2009). CDC recommendations 
for the amount of time persons with influenza-like illness should
be away from others.
Retrieved from
http://www.cdc.gov/h1n1flu/guidance/exclusion.htm

In other cases, there might be no author explicitly stated but you can be reasonably certain who it is. Example 67 in the manual shows an author name in square brackets to show that the author is “reasonably certain but not stated on the document” (p. 214). This is a new style guideline for APA, so we don’t have much practice in using it, but it’s available to you. 

“No Author”: For Sure

In some cases, there truly is no way to pin down who the author is. We treat this as “no author.” In reference citations, we handle this by moving the content’s title into the author position (with no quotation marks around it). This most commonly occurs for wiki entries, dictionary entries, and unattributed website content. In the in-text citation, the title (put inside double quotation marks) likewise takes the place of the author’s name.

Other Resources on Authorship in References

Pages 196–197 in the 6th ed. of the Publication Manual list the author variations in the reference examples.

These FAQs and blogs address how to cite when there is no author:

How to cite....

December 31, 2009

Happy Holiday Citing: Citation of Classical Works

Chelsea blogby Chelsea Lee

If December has put you in a holiday mood, then maybe you’ll enjoy this little piece on how to cite classical works like the Bible or the Qur’an in APA Style.

The 6th edition of the Publication Manual stipulates that reference list entries are not required when you cite “ancient Greek and Roman works or classical religious works” (p. 179). These works are so widely known and available that all that is required is an in-text citation.

For your first in-text citation, whether it is general or a direct quote or paraphrase, identify the version you used, if that is relevant. You do not need to repeat the version name in subsequent references.

Here is an example of a general reference to the Bible, the first time it is mentioned:

The researchers consulted the Bible (King James Version) to provide items
for the development of their religious values assessment.

If you’re paraphrasing or quoting specific parts of a classical work, also provide the relevant names and/or numbers of chapters/verses/lines. These books “are numbered systematically across all editions, so use these numbers instead of page numbers when referring to specific parts of your source” (p. 179). Again, include the version name upon first cite only.

Here are two examples of how to cite when you are directly quoting (first cite):

The Bible enumerates these virtues: “And now these three remain: faith, 
hope and love. But the greatest of these is love” (1 Cor. 13:1 New 
International Version). 

OR 

The Qur’an 5:3 specifies some dietary restrictions, such as forbidding 
Muslims to eat "the flesh of swine."

Here are two examples of how to cite when you are paraphrasing (first cite):

In 1 Cor. 13:1 (New International Version), the Bible states that of
the three virtues of love, faith, and hope, love is the greatest.

OR 

The Qur’an specifies some dietary restrictions, such as forbidding 
Muslims to eat pork (Qur’an 5:3).

As with all citations, you can put the source information in parentheses or work it into the text.

APA does not provide—nor could it begin to maintain!—a list of all possible classical works, because there are hundreds (a good resource for ancient Greek and Roman works is the Internet Classics Archive). If there’s ambiguity, talk with your professors or your colleagues or with APA. If you are uncertain but believe a reference list entry would help the reader, then let that be your guiding principle.

December 10, 2009

How to Find a DOI

Timothy.mcadoo by Timothy McAdoo

Ever had trouble finding a DOI? In the video below, we demonstrate how to find a DOI in a variety of ways: from an article’s record in APA PsycINFO (on a number of vendor platforms), from an article itself (hard copy version or electronic), or from CrossRef’s Simple Text Query form.

We hope this visual demonstration is helpful. Are there other tutorials about APA Style that you’d like to see? Let us know!

P.S. For more detailed background information on DOIs, see Chelsea’s recent DOI primer. And for information about using DOIs and URLs in your references, don’t miss the DOI and URL flowchart!

A larger version of this tutorial, with a navigation menu option, is available here.

November 05, 2009

The Generic Reference

Chuck

by Chuck

Whether you’re proofreading a finished reference list or trying to cobble together a citation for a new or nonroutine communications format, understanding what information any reference should contain will help you in your task. The Publication Manual of the American Psychological Association is intended to be both explanatory and fairly comprehensive. Nonetheless, there is no way on earth it could set out examples for every possible type of reference. It does, however, offer an approach for the construction of new sorts of references beyond the various types it catalogues. That approach has been specifically illustrated in this blog already, by earlier postings about manufacturing reference entries for Twitter, Facebook, and Wikipedia. Now I’d like to teach you how to fish, as it were, by taking a more general look.

What is that approach? You just need to know the basic building blocks—namely, the generic elements that nearly all references in APA style contain—and then you can adapt them to your particular needs.

The sixth edition of the Publication Manual lays the requirements out pretty bluntly. “Each entry usually contains the following elements: author, year of publication, title, and publishing data—all the information necessary for unique identification and library search” (p. 180). Another way to think of these building blocks, a mnemonic to use in your own construction and review of references, is to remember four interrogatories: Who? When? What? Where?

To be less cryptic and more lengthy, the quartet of queries can be expanded thus: Who created this reference? When was this reference created? What is this reference called? Where does this reference come from (or, Where can my reader find this reference)? Let’s look at these four questions one at a time.

Who created this reference? 

The author component is pretty straightforward: the writer(s) of the article, anthology chapter, or book entire; the editor of a compilation; the producer and director of a motion picture; the writer of a letter, an e-mail, or a blog posting; and so on. On the rare occasion when no authorship is attributed and, per APA style, you revert to a title entry (e.g., Publication Manual, p. 200, example 9; p. 205, example 30), this initial whodunnit is still answered. The title entry implicitly tells your reader, “Authorship was checked for but despite the best efforts of the citer, no such information was either given or obtainable.”

When was this reference created? 

In most cases, a year will suffice to answer this question. A few reference types require more: for instance, year followed by month for papers and poster sessions presented at conferences (Publication Manual, pp. 206–207), or year followed by month and day for newspaper articles (pp. 200–201) and e-mails and blog posts (pp. 214–215). When no year is available or can be ascertained by hook or by crook, this element is maintained by using the abbreviation n.d., for “no date” (p. 185; p. 203, example 20; p. 205, example 30).

What is this reference called? 

Note that here I am referring to the title of the thing referenced itself, not to any larger “container” in which the specific thing referenced may reside. (Information about that container will be part of the fourth generic-reference element, discussed further on.) For instance, as regards a journal article, all of the “what” element is the title of the article, not the name of the journal in which that article appears. (As said above, that journal name will be used later on.) So, too, with a chapter in an edited book: The “what” is the title of the chapter only. The name of the edited book in which the chapter resides is not the “what” described here.

If the item you are referencing does not have a formal title, APA style requires you to provide something to fill out this part of the reference. If no title exists, you must fill in the blank yourself. To indicate that this is your invention, not a formal title, your coined title should be enclosed in square brackets (Publication Manual, p. 209, example 47; p. 212, example 60).

Where does this reference come from (or, Where can my reader find this reference)? 

Once you’ve given the author name(s), the year, and the name of the thing being referred to, anything and everything else in the reference entry constitutes the answer to this final question of “where.” References come in more varieties than Baskin-Robbins has ice creams, though, so this portion of a reference has the most permutations. It ranges from the basic journal name, volume, and page span for journal articles to the online versions where that information is supplemented with a DOI or URL. A book chapter’s “where” can be quite involved, what with listing editor name(s), the book’s overall title, a page span, and publisher location and name. References to books available online may dispense with the publisher information, replacing it with a DOI or URL. And books and journals are just the tip of the reference iceberg. There’s a host of new formats (podcasts, tweets, etc.) and a world of nonroutine formats that aren’t necessarily bleeding-edge new (e.g., cuneiform tablets in the British Museum).

All this may sound like a fair amount of ground to cover. Still, it's worth remembering that nearly always, regardless of what sort of reference you're trying to cite, or create, it will rest sturdily on the four-legged framework of who, when, what, and where.

October 26, 2009

How to Cite Twitter and Facebook, Part II: Reference List Entries and In-Text Citations

Chelsea blogby Chelsea Lee

Previously I talked about how to cite Twitter and Facebook posts or feeds in general, which you can do quite easily by mentioning the URLs in text (with no reference list entries required).

Today I address some of the issues pertaining to citing particular posts, which require both reference list entries and in-text citations. As you may have noticed, the Publication Manual does not give specific guidance on how to do this. This is an evolving area, and blog discussions will be considered as we create guidelines related to these new references sources for future APA Style products.

What to do in the meantime? Below are examples of one approach to citing tweets and Facebook updates. Until more definitive guidance is available, feel free to use this approach or another that is also clear and gives the reader enough information about the source to be able to locate it.


First, here are screenshots of my examples from Twitter and Facebook (click to enlarge): 

 Baracktweet  Barackfb

The suggested reference list entries below generally follow the format for citation of online sources (see pp. 214–215):

BarackObama. (2009a, July 15). Launched American Graduation Initiative 
to help additional 5 mill. Americans graduate college by 2020:
http://bit.ly/gcTX7 [Twitter post]. Retrieved from
http://twitter.com/BarackObama/status/2651151366

Barack Obama. (2009b, October 9). Humbled. 
 http://my.barackobama.com/page/community/post/obamaforamerica/gGM45m 
 [Facebook update]. Retrieved from http://www.facebook.com/posted.php? 
id=6815841748&share_id=154954250775&comments=1#s154954250775

Here’s the rationale I used for presenting each element in the reference: 

  • I included the author name as written (not changing BarackObama or Barack Obama to Obama, B.; see Example 76, p. 215). For simplicity’s sake and to ensure accuracy, it’s best to include names as written for Facebook and Twitter citations. 

  • Alphabetize under B, not O, ignoring the space (i.e., BarackObama and Barack Obama are treated the same, so you would next arrange them chronologically; see also section 6.25 of the manual, pp. 181–182). 

  • The date includes the year and day, but not the time. The date gives ample specificity without adding an element of how to format times, which isn’t done anywhere else in APA Style. 

  • To differentiate among posts from the same person in the same year (or even the same day), you can include ”a” or “b” after the year, in chronological order. If you have only one post from the writer in a year, then it is not necessary to include “a” or “b.” 

  • I included the whole post in the title position (mine included a URL, so I included that too). Facebook updates, however, might be quite long—if that is the case, you might use a truncated version of the post in the title position. 

  • It’s helpful to provide a description of form inside brackets, such as Twitter post or Facebook update. 

  • The URL leads directly to the post rather than to the feed in general, in order to be as direct and specific as possible about what is being cited. Click the date and time stamp beneath the post in question (seen in the screenshots) and you will be taken to the individual status update page with its own URL.


For in-text citations, parenthetical citation may be easiest:

President Obama announced the launch of the American Graduation Initiative 
(BarackObama, 2009a). He also stated that he was “humbled” to have 
received the Nobel Peace Prize (Barack Obama, 2009b).

One last issue is retrievability. Because online social media are more about live updates than archiving, we don’t know if these status update pages will still be here in a year, or 5, or 20 years. So if you are writing for publication, it may be prudent to self-archive any social media updates you include in your articles (check out this post by Gunther Eysenbach on some ways to do this).

 

What’s Next

I hope to bring you more in the future on citing social media posts, for example, citing hash-tagged conversationsalthough first we must figure out how to securely archive them (the adorably named Twapper Keeper might meet this need).

How have you addressed citing, archiving, and retrieving tweets and other social media posts in your field of expertise?

October 23, 2009

How to Cite Twitter and Facebook, Part I: General

Chelsea blog by Chelsea Lee

Because posts from online social media, such as Twitter and Facebook, are not yet often fodder for scholarly research, specific reference examples aren’t included in the Publication Manual. Well, whenever you need a reference format for something that’s not explicitly covered in the manual, you can adapt our examples to meet your needs (see p. 193). I’ll show you how, using example posts from President Obama’s Facebook and Twitter pages.

To cite a Twitter or Facebook feed as a whole or to discuss it in general, it is sufficient to give the site URL in text, inside parentheses. There is no need for a reference list entry.           

President Obama uses Twitter (http://www.twitter.com/barackobama) and 
Facebook (http://www.facebook.com/barackobama) to keep citizens up 
to speed on his initiatives, especially health care reform and Supreme 
Court nominations. 

 It’s the same method you’d use to cite a website as a whole (see this FAQ).

 On Monday I will address citing particular Twitter or Facebook posts.