Taylor & Francis Standard Reference Style: Chicago author-date

The author-date system is widely used in the physical, natural and social
sciences. For full information on this style, see The Chicago Manual of Style
(16th edn) or http://www.chicagomanualofstyle.org/tools_citationguide.html
(click on the tab marked author-date to ensure you are using the right style):

Contents of this guide

In the text
Tables and figures
Reference list
Book
Journal
Conference
Thesis
Unpublished work
Internet
Newspaper or magazine
Report
Personal communication
Other reference types

In the text
Placement Sources are cited in the text, usually in parentheses, by the
author's surname, the publication date of the work cited,
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 and a page number if necessary. Full details are given in the
reference list (under the heading References). Place the
reference at the appropriate point in the text; normally just
before punctuation. If the author’s name appears in the
text, it is not necessary to repeat it, but the date should
follow immediately:

Jones and Green (2012) did useful work on this subject.

Khan’s (2012) research is valuable.

If the reference is in parentheses, use square brackets for

additional parentheses:

(see, e.g., Khan [2012, 89] on this important subject).

Within the same Separate the references with semicolons. The order of the
parentheses references is flexible, so this can be alphabetical,
chronological, or in order of importance, depending on the
preference of the author of the article. If citing more than
one work by an author, do not repeat the name:

(Smith 2010, 2012; Khan 2012)

(Smith 2010, 2012, 84; Khan 2012, 54–60)

(Smith 2012a, 2012b, 82; Khan 2012, 9)

Repeat mentions Place the parenthetical citation after the last reference in the
in the same paragraph or at the end of the paragraph before the final
paragraph full stop (period). If the reference is to a different page,
however, put the full citation at the first reference and then
include only the page number at the next mention:

Text (Smith 2012, 54) … more text … “quoted text” (68).

With a quotation Citation of the source normally follows a quotation, but may
be placed before the quotation to allow the date to appear
with the author’s name:

As Smith (2012, 67) points out, “quoted text.”

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 As Smith points out, “quoted text” (2012, 67).

After a displayed quotation, the source appears in

parentheses after the final punctuation:

end of displayed quotation. (Smith 2012, 67)

Page number or (Smith 2012, 6–10)

other locator (Jones 2012, vol. 2)
One author Smith (2012) or (Smith 2012)
Two authors Smith and Jones (2012) or (Smith and Jones 2012)
Three authors Smith, Jones, and Khan (2012) or (Smith, Jones, and Khan
2012)
Four or more Smith et al. (2012)
authors (Smith et al. 2012)

If the reference list contains two publications in the same

year that would both shorten to the same form (e.g. Smith
et al. 2012), cite the surnames of the first author and as
many others as necessary to distinguish the two references,
followed by comma and et al. (NB: you cannot use et al.
unless it stands for two authors or more.). If this would
result in more than three names having to be used, cite the
first author plus a short title:

(Smith et al., “Short Title,” 2012)

(Smith et al., “Abbreviated Title,” 2012)
Authors with G. Smith 2012 and F. Smith 2008
same surname
No author Cite first few words of title (in quotation marks or italics
depending on journal style for that type of work), plus the
year.
Groups of Cite the surnames of the first author and as many others as
authors that necessary to distinguish the two references, followed by
would shorten to comma and et al.
the same form
Organization as The organization can be listed under its abbreviation so that
author the text citation is shorter. If this is the case, alphabetize
the reference under the abbreviation rather than the full

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 name:

In the text:

(BSI 2012)

In the reference list:

BSI (British Standards Institution) 2012. Title …

Author with two Put a, b, c after the year
works in the (Chen 2011a, 2011b)
same year
Secondary When it is not possible to see an original document, cite the
source source of your information on it; do not cite the original
assuming that the secondary source is correct.

Smith's diary (as quoted in Khan 2012)

Classical work Classical primary source references are given in the text,
not in the reference list.
Personal References to personal communications are cited only in the
communication text:

A. Colleague (personal communication, April 12, 2011)

Unknown date (Author, n.d.)
(Author, forthcoming)
Two dates List the original date first, in square brackets:

Author ([1890] 1983)

Multivolume works:

(Author 1951–71)

Notes Endnotes should be kept to a minimum. Any references

cited in notes should be included in the reference list.

Tables and References cited in tables or figure legends should be

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figures included in the reference list.

Reference list Use the heading References. Do not use a 3-em dash to
replace author names.

Order Alphabetically by last name of author. If no author or editor,

order by title. Follow Chicago’s letter-by-letter system for
alphabetizing entries. Names with particles (e.g. de, von,
van den) should be alphabetized by the individual’s personal
preference if known, or traditional usage.
A single-author entry precedes a multi-author entry that
begins with the same name. Successive entries by two or
more authors when only the first author is the same are
alphabetized by co-authors’ last names. If references have
the same author(s), editor(s), etc., arrange by year of
publication, with undated works at the end.
If the reference list contains two or more items by the same
author in the same year, add a, b, etc. and list them
alphabetically by title of the work:

Green, Mary L. 2012a. Book Title.

Green, Mary L. 2012b. Title of Book.

Form of author Generally, use the form of the author name as it appears on
name the title page or head of an article, but this can be made
consistent within the reference list if it is known that an
author has used two different forms (e.g. Mary Louise Green
and M. L. Green), to aid correct identification.

Punctuation Headline-style capitalization is used. In headline style, the

first and last words of title and subtitle and all other major
words (nouns, pronouns, verbs, adjectives, adverbs) are
capitalized. For non-English titles, use sentence-style
capitalization.

Book
One author Smith, John. 2012. Book Title: The Subtitle. Abingdon:
Routledge.

Smith, J. J. 2012. Book Title. Abingdon: Routledge.

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Two authors Smith, John, and Jane Jones. 2012. Book Title: The Subtitle.
Abingdon: Routledge.

Smith, J. J., and J. B. Jones. 2012. Book Title: The Subtitle.

Abingdon: Routledge.
Three authors Smith, John, Jane Jones, and Mary Green. 2012. Book Title:
The Subtitle. Abingdon: Routledge.
Four to ten Give all authors’ names.
authors
More than ten List the first seven authors followed by et al.
authors
Organization as University of Chicago Press. 2012. The Chicago Manual of
author Style. 16th ed. Chicago: University of Chicago Press.
No author Begin the bibliography entry with the title, and ignore “the”,
“a” or “an” for the purposes of alphabetical order.
Chapter Chapter in a single-author book:

Green, Mary. 2012. “Chapter Title.” Chap. 5 in Style Manual.

Abingdon: Routledge.

Chapter in a multi-author book:

Jones, Sam. 2012. “Chapter Title.” In Book Title, edited by

John Smith, 341–346. Abingdon: Routledge.
Edited Smith, John, ed. 2012. Collected Style Manuals. Abingdon:
Routledge.
Smith, John, and Jane Jones, eds. 2012. Collected Style
Manuals. Abingdon: Routledge.
Edition University of Chicago Press. 2012. The Chicago Manual of
Style. 16th ed. Chicago: University of Chicago Press.
Reprinted work Maitland, F. W. (1898) 1998. Roman Canon Law in the
Church of England. Reprint, Union, NJ: Lawbook Exchange.
Multivolume Green, M. L. 2012. Collected Correspondence. Vol. 2 of The
work Collected Correspondence of M. L. Green. Abingdon:
Routledge, 2000–.
Khan, Lisa. 2009–12. Collected Works. 2 vols. Abingdon:
Routledge.
Translated Smith, John. 2012. Collected Style Manuals. Translated and
edited by Jane Jones. Abingdon: Routledge.

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Not in English If an English translation of the title is needed, it follows this
style:
Piaget, J., and B. Inhelder. 1951. La genèse de l’idée de
hasard chez l’enfant [The Origin of the Idea of Chance in the
Child]. Paris: Presses Universitaires de France.
Online If you used an online version, cite the online version, include
the URL or DOI:

Smith, John. 2012. Book Title: The Subtitle. Abingdon:

Routledge. doi:xxxxxxxxxxx.
Smith, John. 2012. Book Title: The Subtitle. Abingdon:
Routledge. http://xxxxxxxxx/.
Place of Where two cities are given, include the first one only. If the
publication city could be confused with another, add the abbreviation of
the state, province, or country:

Cambridge, MA: Harvard University Press

Cambridge: Cambridge University Press
Oxford: Clarendon Press
New York: Macmillan
Englewood Cliffs, NJ: Prentice Hall
Washington, DC: Smithsonian Institution Press

When the publisher’s name includes the state name, the

abbreviation is not needed:

Chapel Hill: University of North Carolina Press

Publisher Omit initial “the”, and “Inc.”, “Ltd”, “Co.”, “Publishing Co.”,
etc.

Journal
If you used an online version, cite the online version, include
a DOI (preferably) or URL.
One author Smith, John. 2012. “Article Title: The Subtitle.” Journal Title
in Full 10 (1): 30–40. doi:xxxxxxxxxxx.

Smith, J. 2012. “Article Title: The Subtitle.” Journal Title in

Full 10 (1): 30–40. doi:xxxxxxxxxxx.

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Two authors Smith, John, and Lisa Khan. 2012. “Article Title: The
Subtitle.” Journal Title in Full 10 (1): 200–210.
doi:xxxxxxxxxxx.

Smith, J. J., and L. M. Khan. 2012. “Article Title: The

Subtitle.” Journal Title in Full 10 (1): 200–210.
doi:xxxxxxxxxxx.
Three authors Smith, John, Jane Jones, and Mary Green. 2012. “Article
Title: The Subtitle.” Journal Title in Full 10 (1): 33–39.
doi:xxxxxxxxxxx.

Smith, J. J., J. P. Jones, and M. G. Green. 2012. “Article

Title: The Subtitle.” Journal Title in Full 10 (1): 33–39.
doi:xxxxxxxxxxx.
Four to ten Give all authors’ names.
authors
More than ten List the first seven authors followed by et al.
authors
Translated Khan, Lisa. 2012. “Article Title in English.” [In Hindi.]
Journal Title in Full 10 (3): 10–29. doi:xxxxxxxxxxx.
Not in English Capitalize sentence-style, but according to the conventions
of the relevant language.
Other article Smith, John. 2012. “Title of Book Review.” Review of Book
types Title, by Lisa Khan. Journal Title in Full 10 (1): 33–39.
doi:xxxxxxxxxxx.
Issue numbers The issue number can be omitted if the journal is paginated
consecutively through the volume (or if month or season is
included), but it is not incorrect to include it.
When volume and issue number alone are used, the issue
number is within parentheses. If only an issue number is
used, it is not within parentheses:

Journal Title, no. 25: 63–69.

If using month, abbreviate as Jan., Feb., etc. If using

season, spell out in full.
Online first Use year of online publication and include ‘Advance online
publication publication’. Remove any version type, eg Rapid online or
epub, e.g.:

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 Yoon, Ee-Seul. 2015. “Young people's cartographies of
school choice: the urban imaginary and moral panic.”
Children's Geographies. Advance online publication. doi:
10.1080/14733285.2015.1026875.

If you can update the reference to include published volume

and issue numbers before publication, please do so.

Conference
Proceedings Individual contributions to conference proceedings are
treated like chapters in multi-author books. If published in a
journal, treat as an article.
Paper Smith, John. 2012. “Title of Paper.” Paper presented at the
annual meeting for the Society of XXXX, Oxford, November
21–24.
Poster Smith, John. 2012. “Title of Poster.” Poster presented at the
annual meeting for the Society of XXXX, Oxford, November
21–24.

Thesis
Smith, John. 2008. “Title of Thesis.” PhD diss., University of
Chicago.

Unpublished
work
Book or journal Use Forthcoming instead of the date. If an article is not yet
article accepted, treat as a thesis.

Internet
Website In text only:

(“As of July 19, 2012, the BBC listed on its website . . .”).
Document Reference depending on the type of document. Access dates
are not required unless no date of publication or revision can
be found.

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 Where date of publication is given access dates are not
required, but should be retained when supplied by the
author, e.g.:
Dorling, Danny. 2013. “Are today’s second-year students the
unluckiest cohort ever?” The Guardian, October 28.
http://www.theguardian.com/education/2013/oct/28/danny-
dorling-letter-to-students
OR
Dorling, Danny. 2013. “Are today’s second-year students
the unluckiest cohort ever?” The Guardian, October 28.
Accessed 13 April 2015.
http://www.theguardian.com/education/2013/oct/28/danny-
dorling-letter-to-students

If citing an undated online document, give an access date

and use the year of access as year of publication:
Oxford Library. 2012. “Library Strategy.” Oxford Library.
Accessed June 3 2012.
http://www.ol.org/library/strategy.html
Electronic In text only (name of list, date of posting, URL).
mailing list
Blog In text only.
Multimedia Include date that material was accessed if no original date
can be determined. Include information about original
performance or source, e.g. of a speech or performance.
Include indication of source type.

Newspaper or
magazine
Newspapers and magazines are cited in the text, and no
entry is needed in the bibliography:
“quotation from newspaper” (Sunday Times, April 8, 2012)

... as noted in a Guardian article on February 27, 2012 ...

If a reference is needed or preferred, use this style:

Author. 2012. “Article Title.” Sunday Times, April 8.

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 http://xxxxxxxxxxxxx.

(If no author is identified, begin the citation with the article

title.)

Report
Treat pamphlets, reports, brochures and freestanding
publications such as exhibition catalogues as books. Give
sufficient information to identify the document.

Personal
communication
Letter, Place references to personal communications such as letters
telephone and conversations within the running text, not as formal end
conversation, or references:
email … as mentioned in a letter to me from Joe Grant, March 4,
2003 …
Letters in published collections are cited by date of the
collection, with individual correspondence dates given in the
text:

In a letter to Mary Louise Green from Cambridge, June 24,

2010 (Green 2012, 34), …

Other
reference
types
Patent Green, Ann. 2000. Patent description. US Patent 12345,
filed March 23.
Audio and visual Bernstein, Leonard, dir. Symphony no. 5, by Dmitri
media Shostakovich. New York Philharmonic. CBS IM 35854.

Auden, W. H. Poems. Read by the author. Spoken Arts

7137. Compact disc.

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 Cleese, John, Terry Gilliam, Eric Idle, Terry Jones, and
Michael Palin. 2001. “Commentaries.” Disc 2. Monty Python
and the Holy Grail, special ed. DVD. Directed by Terry
Gilliam and Terry Jones. Culver City, CA: Columbia Tristar
Home Entertainment.
Database Name of Database (details; accessed Month Day, Year).
http://xxxxxxxxxxxxxxxxxxxxxxx/.
Dataset
Wang, Guang-Yan, Zhao-Ming Zhu, Shan Cui, and Jin-Hui
Wang. 2017. “Data from: Glucocorticoid Induces
Incoordination between Glutamatergic and GABAergic
Neurons in the Amygdala” (dataset). Dryad Digital
Repository. Accessed December 22, 2017.
https://doi.org/10.5061/dryad.k9q7h.

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