The Chicago Manual of Style

The Chicago Manual of Style (abbreviated in writing as CMOS, TCM, or CMS, or sometimes as Chicago[1]) is a style guide for American English published since 1906 by the University of Chicago Press. Its 17 editions (the most recent in 2017) have prescribed writing and citation styles widely used in publishing.[2]

The Chicago Manual of Style
The Chicago Manual of Style, 17th ed. (2017)
CountryUnited States
LanguageEnglish
SubjectStyle guide
PublisherUniversity of Chicago Press
Publication date
1906–2017
Media typePrint
Pages1,146
ISBN9780226287058
808/.0270973
LC ClassZ253 .U69 2017
Title page of the first edition of the Chicago Manual of Style (1906)
Style guides

The guide specifically focuses on American English and deals with aspects of editorial practice, including grammar and usage, as well as document preparation and formatting. It is available in print as a hardcover book, and by subscription as a searchable website as The Chicago Manual of Style Online.[3] The online version provides some free resources, primarily aimed at teachers, students, and libraries.

Availability and uses

The Chicago Manual of Style is published in hardcover and online. The online edition includes the searchable text of both the 16th and 17th—its most recent—editions with features such as tools for editors, a citation guide summary, and searchable access to a Q&A, where University of Chicago Press editors answer readers' style questions. The Chicago Manual of Style also discusses the parts of a book and the editing process. An annual subscription is required for access to the online content of the manual (access to the Q&A, however, is free, as are various editing tools).

Many publishers throughout the world adopt "Chicago" as their style. It is used in some social science publications, most North American historical journals,[4] and remains the basis for the Style Guide of the American Anthropological Association, the Style Sheet for the Organization of American Historians, and corporate style guides, including the Apple Style Guide.[5]

The Chicago Manual of Style includes chapters relevant to publishers of books and journals. It is used widely by academic and some trade publishers, as well as editors and authors who are required by those publishers to follow it. Kate L. Turabian's A Manual for Writers of Research Papers, Theses, and Dissertations also reflects Chicago style.

Chicago style offers writers a choice of several different formats. It allows the mixing of formats, provided that the result is clear and consistent. For instance, the 15th edition of The Chicago Manual of Style permits the use of both in-text citation systems and/or footnotes or endnotes, including use of "content notes"; it gives information about in-text citation by page number (such as MLA style) or by year of publication (like APA style); it even provides for variations in styles of footnotes and endnotes, depending on whether the paper includes a full bibliography at the end.[1]

Table of contents (17th ed.)
  • List of Tables[6]
  • List of Figures
  • Preface
  • Acknowledgements
  • Part I: The Publishing Process
    • 1. Books and Manuals
    • 2. Manuscript Preparation, Manuscript Editing, and Proofreading
    • 3. Illustrations and Tables
    • 4. Rights, Permissions, and Copyright Administration by William S. Strong
  • Part II: Style and Usage
    • 5. Grammar and Usage by Bryan A. Garner
    • 6. Punctuation
    • 7. Spelling, Distinctive Treatment of Words, and Compounds
    • 8. Names, Terms, and Titles of Works
    • 9. Numbers
    • 10. Abbreviations
    • 11. Languages Other than English
    • 12. Mathematics in Type
    • 13. Quotations and Dialogue
  • Part III: Source Citations and Indexes
    • 14. Notes and Bibliography
    • 15. Author-Date References
    • 16. Indexes
  • Glossary
  • Bibliography
  • Index

Citation styles

Two types of citation styles are provided. In both cases, two parts are needed: first, notation in the text, which indicates that the information immediately preceding was from another source; and second, the full citation, which is placed at another location.

Author-date style

Using author-date style,[lower-alpha 1] the sourced text is indicated parenthetically with the last name(s) of the author(s) and the year of publication with no intervening punctuation.[7]

Research has found that students do not always cite their work properly (Smith 2016).

When page numbers are used, they are placed along with the author's last name and date of publication after an interposed comma.[7]

Research has found that students do not always cite their work properly (Smith 2016, 24).

If the author's name is used in the text, only the date of publication need be cited parenthetically (with or without the page number).[8]

Research done by Smith found that students do not always cite their work properly (2016).

In-text citations are usually placed just inside a mark of punctuation. An exception to this rule is for block quotations, where the citation is placed outside the punctuation.[9]

The full citation for the source is then included in a references section at the end of the material.[10] As publication dates are prominent in this style, the reference entry places the publication date following the author(s) name.[11]

Heilman, James M., and Andrew G. West. 2015. "Wikipedia and Medicine: Quantifying Readership, Editors, and the Significance of Natural Language." Journal of Medical Internet Research 17 (3): e62. doi:10.2196/jmir.4069.

Notes and bibliography style

Using notes and bibliography style,[lower-alpha 1] the sourced text is indicated by a superscripted note number that corresponds to a full citation either at the bottom of the page (as a footnote) or at the end of a main body of text (as an endnote).[12] In both instances, the citation is also placed in a bibliography entry at the end of the material, listed in alphabetical order of the author's last name.[13] The two formats differ: notes use commas where bibliography entries use periods.[14]

The following is an example of a journal article citation provided as a note and its bibliography entry.

1. James M. Heilman and Andrew G. West, "Wikipedia and Medicine: Quantifying Readership, Editors, and the Significance of Natural Language," Journal of Medical Internet Research 17, no. 3 (2015): e62, doi:10.2196/jmir.4069.
Heilman, James M., and Andrew G. West. "Wikipedia and Medicine: Quantifying Readership, Editors, and the Significance of Natural Language." Journal of Medical Internet Research 17, no. 3 (2015): e62. doi:10.2196/jmir.4069.

In order of appearance, the elements of a bibliography entry are:

  • The author(s), with the first author's name inverted in the bibliography entry[13] (in this case "Heilman, James M., and Andrew G. West");
  • The article title inside quotation marks[15] (in this case ""Wikipedia and Medicine: Quantifying Readership, Editors, and the Significance of Natural Language."");
  • The journal title in italics[16] (in this case "Journal of Medical Internet Research");
  • The volume[17] (in this case "17");
  • The issue preceded by "no."[17] (in this case "no. 3");
  • The year and, if specified, month, inside parentheses[17] (in this case "(2015)");
  • The page numbers, with notes listing the current reference's specific page number and bibliography entries listing the overall page range[18][19] (in this case "e62" since the example was published electronically without page numbers); and
  • The digital object identifier[20] (in this case "doi:10.2196/jmir.4069").

History

What now is known as The Chicago Manual of Style was first published in 1906 under the title Manual of Style: Being a compilation of the typographical rules in force at the University of Chicago Press, to which are appended specimens of type in use. From its first 203-page edition,[21] the CMOS evolved into a comprehensive reference style guide of 1,146 pages in its 17th edition.[22] It was one of the first editorial style guides published in the United States, and it is largely responsible for research methodology standardization, notably citation style.

The most significant revision to the manual was made for the 12th edition, published in 1969. Its first printing of 20,000 copies sold out before it was printed.[23] In 1982, with the publication of the 13th edition, it was officially retitled The Chicago Manual of Style, adopting the informal name already in widespread use.[23]

More recently, the publishers have released a new edition about every seven to ten years. The 15th edition (2003) was revised to reflect the emergence of computer technology and the internet in publishing, offering guidance for citing electronic works. Other changes include a chapter on American English grammar and use,[24] and a revised treatment of mathematical copy.[25]

In August 2010, the 16th edition was published simultaneously in the hardcover and online editions for the first time in the manual's history. In a departure from the earlier red-orange cover, the 16th edition features a robin's-egg blue dust jacket (a nod to older editions with blue jackets, such as the 11th and 12th). The 16th edition featured "music, foreign languages, and computer topics (such as Unicode characters and URLs)".[22] It also expands recommendations for producing electronic publications, including web-based content and e-books. An updated appendix on production and digital technology demystified the process of electronic workflow and offered a primer on the use of XML markup. It also includes a revised glossary, including a host of terms associated with electronic and print publishing. The Chicago system of documentation is streamlined to achieve greater consistency between the author-date and notes-bibliography systems of citation, making both systems easier to use. In addition, updated and expanded examples address the many questions that arise when documenting online and digital sources, from the use of DOIs to citing social networking sites. Figures and tables are updated throughout the book, including a return to manual's popular hyphenation table and new, selective listings of Unicode numbers for special characters.

In 2013, an adapted Spanish version was published by the University of Deusto in Bilbao, Spain.[26]

In April 2016, the publisher released The Chicago Guide to Grammar, Usage, and Punctuation, Bryan A. Garner's expansion of his Chicago Manual of Style chapter on the topic, and coinciding with the release of the new edition of Garner's Modern American Usage.

The 17th edition was published in September 2017. It offers new and expanded style guidelines in response to advancing technology and social change. It also includes new and revised content reflecting the latest publishing practices and electronic workflows and self-publishing. Citation recommendations, the glossary of problematic words and phrases, and the bibliography have all been updated and expanded. In the 17th edition, email lost its hyphen, internet became lowercase, the singular "they" and "their" are now acceptable in certain circumstances, a major new section on syntax has been added, and the long-standing recommendation to use "ibid" has changed due to electronic publishing.

Recent printed editions
  • 15th
    15th
  • 16th
    16th
  • 17th
    17th

See also

Explanatory notes
  1. As used with periodical/journal articles.

References
  1. "Why Are there Different Citation Styles?". Center for Teaching and Learning. Yale University. June 25, 2015. Retrieved August 7, 2018.
  2. Claire, T. R. (2017). "Bryan A. Garner: The Chicago Guide to Grammar, Usage, and Punctuation". Publishing Research Quarterly. 33 (3): 345–347. doi:10.1007/s12109-017-9531-6. S2CID 148846427 – via Springer.
  3. "The Chicago Manual of Style". The Chicago Manual of Style Online (17th ed.). University of Chicago Press. Retrieved March 14, 2020.
  4. Pollak, Oliver B. (June 11, 2007). "The Decline and Fall of Bottom Notes, op. cit., loc. cit., and a Century of the Chicago Manual of Style". Journal of Scholarly Publishing. 38: 20–21. doi:10.3138/jsp.38.1.14.
  5. "About the guide". Apple Style Guide. Apple Inc. Retrieved July 13, 2019.
  6. The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  7. "15: Author-Date References". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 22: Text citations—basic form. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  8. "15: Author-Date References". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 5: The author-date system—overview. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  9. "15: Author-Date References". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 25: Text citations in relation to surrounding text and punctuation. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  10. The Chicago Manual of Style: Chapter 15: Author-Date Reference (17th ed.). University of Chicago Press. 2017. Section 6: Basic structure of a reference list entry. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  11. "15: Author-Date References". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 14: Placement of dates in reference list entries. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  12. "14: Notes and Bibliography". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 20: Basic structure of a note. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  13. "14: Notes and Bibliography". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 21: Basic structure of a bibliography entry. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  14. "14: Notes and Bibliography". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 167: Basic structure of a periodical citation. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  15. "14: Notes and Bibliography". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 169: Journal article—title. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  16. "14: Notes and Bibliography". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 170: Title of journal. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  17. "14: Notes and Bibliography". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 171: Journal volume, issue, and date. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  18. "14: Notes and Bibliography". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 22: Page numbers and other locators. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  19. "14: Notes and Bibliography". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 174: Journal page references. ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  20. "14: Notes and Bibliography". The Chicago Manual of Style (17th ed.). University of Chicago Press. 2017. Section 8: Digital Object Identifiers (DOIs). ISBN 9780226287058. LCCN 2017020712. OCLC 1055308068.
  21. Manual of style, being a compilation of the typographical rules in force at the University of Chicago Press, to which are appended specimens of types in use. University of Chicago Press. November 1906. hdl:2027/uc2.ark:/13960/t75t3q405. OCLC 681493869.
  22. Spencer, Dave (February 15, 2011). "Chicago Manual of Style, 16th Edition". glyphic.design. Retrieved March 14, 2020.
  23. "The History of The Chicago Manual of Style". The Chicago Manual of Style Online. University of Chicago Press. 2010. Archived from the original on February 14, 2012. Retrieved March 17, 2011.
  24. Pullum, Geoffrey K. (February 2, 2005). "The Chicago Manual of Style — And Grammar". Language Log. Retrieved March 14, 2020.
  25. "What's New in the Fifteenth Edition of The Chicago Manual of Style". The Chicago Manual of Style. University of Chicago Press. Archived from the original on February 17, 2009.
  26. "Manual de estilo Chicago-Deusto". Publicaciones. University of Deusto.
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