MGU Humanities Series — English Composition and Academic Writing
Part VII: Citation, Documentation, and Formatting
Notes-Bibliography · Author-Date · History Writing · Paper Formatting
Chapter 41 of 48
MGU Humanities Series  ·  English Composition and Academic Writing  ·  Library Textbook Edition

Chapter 41:
Chicago Style

Notes-bibliography documentation, footnotes and endnotes, bibliography entries, author-date style, history and humanities conventions, and paper formatting — the scholarly citation system at the heart of humanities research

■ Part VII: Citation, Documentation, and Formatting ■

■ 8 Sections  •  Chapter 41 of 48 ■

Follows Chapter 40: APA Style  ·  Prepares students for Chapter 42: Formatting Academic Papers

Purpose and Overview

When you write a history paper, a philosophy essay, a musicology thesis, or a literary study in certain academic traditions, you will likely encounter a documentation system that looks different from the MLA and APA formats covered in the previous two chapters. That system is Chicago style, and it has been shaping scholarly writing in the humanities for well over a century.

Chicago style takes its name from The Chicago Manual of Style, a comprehensive guide to writing, editing, and publishing first issued by the University of Chicago Press in 1906. Today it stands as one of the most authoritative style references in the English-speaking world. Unlike MLA, which places brief parenthetical citations in the text, or APA, which centers author names and publication dates, Chicago style offers writers two distinct documentation systems: one built around footnotes and endnotes paired with a bibliography, and another built around in-text author-date citations paired with a reference list. Each system suits a different type of scholarly work.

This chapter introduces both systems, explains when and why each is used, and walks you through the most common citation formats you will need as a student writer. By the end of this chapter, you should be able to format a Chicago-style paper with confidence, document sources correctly, and understand why Chicago's particular conventions reflect the values of the disciplines that rely on it.

2Complete Systems
7Learning Objectives
13Key Terms
100+Years in Use

Learning Objectives

  1. 1Explain the history and purpose of Chicago style and identify the disciplines where it is most commonly used.
  2. 2Distinguish between the two Chicago documentation systems: notes-bibliography style and author-date style.
  3. 3Format footnotes and endnotes correctly for a variety of source types.
  4. 4Construct bibliography entries for books, articles, websites, and other common sources.
  5. 5Format author-date in-text citations and corresponding reference list entries.
  6. 6Apply Chicago paper formatting conventions, including title pages, margins, and heading styles.
  7. 7Recognize and avoid the most common Chicago style errors.

Sections at a Glance

Section 41.1
What Chicago Style Is
History · Purpose · Disciplines · Two Systems at a Glance

The History and Purpose of Chicago Documentation

Chicago style was not invented to make students' lives difficult. It was developed over many decades by editors, scholars, and publishers who needed a consistent, reliable system for producing academic and professional texts. The Chicago Manual of Style began as a small style sheet used by University of Chicago Press printers in the early twentieth century. Over more than a hundred years of revision and expansion, it grew into a comprehensive handbook that addresses not only citation but also grammar, punctuation, capitalization, table formatting, indexing, and the full range of editorial decisions that go into a scholarly publication.

The manual is currently in its seventeenth edition, and while students rarely need to read it cover to cover, understanding what it represents helps explain why Chicago formatting feels thorough and detailed. Chicago style was designed for professional publication. When you learn to use it, you are learning the same system that historians, philosophers, literary scholars, musicologists, art historians, and many other humanities researchers use when they submit work to journals, presses, and archives.

That professional heritage matters in a practical way. Chicago style assumes that readers want to trace your sources fully, not just glance at an author's name and year. It gives readers rich bibliographic information and, in the notes-bibliography version, allows writers to add explanatory comments directly to citations without interrupting the flow of the text. This flexibility makes Chicago style especially well suited to humanities research, where a single footnote might acknowledge a contested interpretation, point the reader toward a related argument, or explain why one source was used rather than another.

Chicago Style in Academic Disciplines

Not every subject uses Chicago style. As you move through your academic career at MGU and beyond, you will encounter different documentation systems depending on the discipline you are writing in. The patterns below are consistent enough to serve as reliable guidelines, though individual instructors and publications always have the final word on which system is required.

Chicago SystemMost Common InWhy
Notes-Bibliography History, philosophy, art history, musicology, religious studies, some literary studies, theology Allows rich, annotated citation; accommodates archival and primary sources; lets scholars engage sources in notes without interrupting prose
Author-Date Some social sciences, economics, certain interdisciplinary programs Places emphasis on currency of research; familiar to readers trained in APA-adjacent conventions
Study Note

If your instructor specifies Chicago style without naming a system, notes-bibliography is almost always the default for undergraduate humanities work. When in doubt, ask before you begin — using the wrong system, even perfectly, will not satisfy an assignment that requires a different one.

The Two Chicago Systems at a Glance

Chicago style offers two complete and independent documentation systems. They are not variations of each other; they are genuinely different approaches to the problem of giving credit and helping readers locate sources.

Notes-bibliography style uses superscript numbers in the text that correspond to numbered notes at the bottom of the page (footnotes) or at the end of the paper (endnotes). Each note contains publication information about the source. A separate bibliography page at the end of the paper lists all sources alphabetically, with slightly different formatting than the notes.

Author-date style uses brief parenthetical citations in the text — typically the author's last name and the year of publication — that correspond to full entries in a reference list at the end of the paper. This approach will feel familiar if you have already studied APA style, though the specific formatting details differ.

FeatureNotes-BibliographyAuthor-Date
Citation in textSuperscript number (e.g., ³)Parenthetical (Smith 2018, 47)
Source details appear inFootnote or endnoteReference list only
End-of-paper list titleBibliographyReference List
Year placement in listWithin publication info, after publisherImmediately after author's name
Typical useHistory, philosophy, art history, humanitiesSome social sciences, economics, interdisciplinary
Scholarly annotationPossible within footnotesNot typical in this system
Section 41.2
Notes-Bibliography Style
How the System Works · Why Both Notes and Bibliography · Numbering and Placement

How the System Works

Notes-bibliography style is built on a two-part logic: the note and the bibliography entry. Every time you use a source in your paper — whether you quote it directly, paraphrase it, summarize it, or rely on it for factual information — you insert a superscript number at the end of the relevant sentence or clause. That number corresponds to a note that provides full publication information about the source.

The note appears either at the bottom of the page on which the citation occurs (a footnote) or in a collected list at the end of the paper before the bibliography (an endnote). The information in the note allows readers to find and verify the source you used.

The bibliography is a separate alphabetical list at the end of the paper that gathers all sources cited. It includes the same basic information as the notes but formatted somewhat differently. Together, the notes and bibliography give readers two ways to track your sources: through the note at the moment of citation and through the bibliography when they want a complete overview of your research.

How It Looks in a Paper
Superscript numbers in text, with a corresponding footnote
  • In the textHistorians have argued that the period following the Civil War represented a genuine, if incomplete, transformation of American society.³
  • At the bottom of the page (footnote 3)3. Eric Foner, Reconstruction: America's Unfinished Revolution, 1863–1877 (New York: Harper and Row, 1988), 12.
  • In the bibliographyFoner, Eric. Reconstruction: America's Unfinished Revolution, 1863–1877. New York: Harper and Row, 1988.

Why Two Lists?

Students sometimes find it confusing that notes-bibliography style requires both notes and a bibliography. If the notes already give full source information, why include a bibliography too?

The answer has to do with the different purposes each element serves. Notes appear at the moment you use a source, providing immediate information exactly when a reader might want to check your claim or follow up on an idea. The bibliography provides a consolidated view of your entire research landscape. A reader who wants to know which books you consulted about the French Revolution does not have to hunt through footnotes on twenty different pages; they can look at the bibliography and see everything at once. The bibliography also confirms that a source was formally cited, not merely mentioned or forgotten.

Some instructors assign papers that require only a bibliography, without notes, when the paper is short and the citation information is simple. Others require notes but no bibliography. For a full research paper, however, both are typically expected. When in doubt, provide both.

Numbering and Placement of Notes

Notes are numbered consecutively throughout the paper, beginning with 1. Every time you cite a source, you add the next number in sequence. If your paper has forty source citations, it will have forty notes numbered 1 through 40.

If you are using footnotes, each note appears at the bottom of the page where the superscript number occurs, separated from the body text by a short horizontal line. Word processing software manages footnote placement automatically; you do not have to calculate spacing by hand. If you are using endnotes, all notes are collected on a separate page after the body of the paper but before the bibliography. That page should be titled "Notes" — centered, not bold, in the same font as the rest of the paper.

Most student writers use footnotes because they allow readers to see citation information without flipping to a different page. Endnotes are more common in books, where typesetting footnotes across hundreds of pages becomes complicated. For a course paper, follow your instructor's stated preference.

Key Principle — Notes-Bibliography Logic

Every borrowed idea → superscript number in text → full note with publication info → corresponding entry in bibliography.

The note gives immediate access. The bibliography gives the complete picture. Both are required in a full research paper.

Section 41.3
Footnotes and Endnotes
First and Subsequent References · Books · Journal Articles · Websites

First Reference and Subsequent References

Chicago notes-bibliography style distinguishes between the first (full) note and subsequent (shortened) notes for the same source. The first time you cite a source, you provide full bibliographic information in the note. If you cite the same source again later in the paper, you may use a shortened form rather than repeating all the information.

Example 41.3.1
First note vs. subsequent note for the same book
  • First note1. Robert Darnton, The Great Cat Massacre and Other Episodes in French Cultural History (New York: Basic Books, 1984), 75.
  • Subsequent note8. Darnton, Great Cat Massacre, 82.
The shortened note uses the author's last name and a shortened title — enough for a reader to match it to the full entry in the bibliography.
A Note on ibid.

Some older scholarly writing used ibid. (Latin: ibidem, "in the same place") to indicate that a note refers to the same source as the note immediately before it. Chicago still permits ibid., but many instructors discourage it because it creates problems if you revise and renumber your notes during editing. The shortened note form is safer and clearer.

The Structure of a Full Note: Books

A full Chicago footnote or endnote for a book follows this general pattern. Notice that the author's name appears in normal order (First Last) — not reversed as in the bibliography — and publication information appears in parentheses.

Pattern — Book Note

Note number. First Last, Title of Book (Place: Publisher, Year), page.

Example 41.3.2
Single-author book
  • Note3. Saidiya Hartman, Lose Your Mother: A Journey Along the Atlantic Slave Route (New York: Farrar, Straus and Giroux, 2007), 6.
Example 41.3.3
Two-author book
  • Note5. Samuel Eliot Morison and Henry Steele Commager, The Growth of the American Republic, vol. 1 (New York: Oxford University Press, 1962), 244.
List all names in the order they appear on the title page. For four or more authors, you may write the first author's name followed by "et al." in the note (but include all names in the bibliography).

The Structure of a Full Note: Journal Articles

For a journal article, the article title appears in quotation marks, the journal name is italicized, and the year appears in parentheses after the volume and issue numbers. A colon separates the year from the page number.

Pattern — Journal Article Note

Note number. First Last, "Article Title," Journal Name vol, no. issue (Year): page.

Example 41.3.4
Journal article, print
  • Note7. Natalie Zemon Davis, "Women on Top: Symbolic Sexual Inversion and Political Disorder in Early Modern Europe," Feminist Studies 1, no. 3 (1975): 130.
Example 41.3.5
Journal article accessed online, with DOI
  • Note12. Joan W. Scott, "Gender: A Useful Category of Historical Analysis," American Historical Review 91, no. 5 (1986): 1067, https://doi.org/10.2307/1864376.
Add a DOI or stable URL when your instructor requires it or when the print version is difficult to locate.

The Structure of a Full Note: Websites and Online Sources

Web sources require more judgment than print sources because they vary in format, authorship, and stability. Chicago recommends including an access date when the content has no clear publication date or when the material is likely to change over time.

Pattern — Website Note

Note number. Author First Last, "Title of Page," Site Name, Month Day, Year, URL.

If no author: begin with the title. If no date: use "accessed Month Day, Year" before the URL.

Example 41.3.6
Website with author and publication date
  • Note15. Rebecca Onion, "The Strange Persistence of First-Person Historical Fiction," Slate, March 4, 2019, https://slate.com/human-interest/2019/03/historical-fiction-first-person.html.
Example 41.3.7
Website with no author, access date used
  • Note16. "How the National Archives Works," National Archives, accessed May 3, 2026, https://www.archives.gov/about.
Example 41.3.8
Encyclopedia or dictionary entry (using s.v.)
  • Note17. Wikipedia, s.v. "Napoleonic Wars," last modified April 12, 2026, https://en.wikipedia.org/wiki/Napoleonic_Wars.
The abbreviation s.v. stands for the Latin sub verbo ("under the word") and is used when citing dictionary or encyclopedia entries by their headword.
Section 41.4
Bibliography Entries
How Entries Differ from Notes · Books · Articles · Chapters · Alphabetizing

How Bibliography Entries Differ from Notes

Bibliography entries contain the same basic information as footnotes, but they are formatted differently in three important ways. First, the author's last name comes first because the bibliography is alphabetized by last name. Second, publication information for books appears without parentheses, with the three main elements — author, title, publication data — separated by periods rather than commas. Third, full page ranges for articles are included in the bibliography, whereas a note gives only the specific page(s) you cited.

All bibliography entries also use hanging indent format: the first line of each entry begins at the left margin, and any additional lines in the same entry are indented about half an inch. This indentation pattern makes the first element — the author's name — easy to find at a glance when a reader scans the alphabetized list.

Example 41.4.1
Comparing a note to its bibliography entry — same book
  • As a note3. Saidiya Hartman, Lose Your Mother: A Journey Along the Atlantic Slave Route (New York: Farrar, Straus and Giroux, 2007), 6.
  • As a bibliography entryHartman, Saidiya. Lose Your Mother: A Journey Along the Atlantic Slave Route. New York: Farrar, Straus and Giroux, 2007.
Key differences: name reversed, parentheses removed, periods replace commas between elements, no specific page number for a whole book.

Bibliography Entries for Journal Articles

For a journal article, the bibliography entry includes the full page range of the article, not just the specific page you cited in your note.

Example 41.4.2
Journal article note vs. bibliography entry
  • As a note7. Natalie Zemon Davis, "Women on Top: Symbolic Sexual Inversion and Political Disorder in Early Modern Europe," Feminist Studies 1, no. 3 (1975): 130.
  • As a bibliography entryDavis, Natalie Zemon. "Women on Top: Symbolic Sexual Inversion and Political Disorder in Early Modern Europe." Feminist Studies 1, no. 3 (1975): 124–151.

Bibliography Entries for Edited Volumes and Book Chapters

When you cite a chapter in an edited collection, you must identify both the chapter author and the editor of the volume. In the note, the editor's name appears after the title in the form "ed. First Last." In the bibliography, the editor's name follows "edited by" in normal order.

Example 41.4.3
Chapter in an edited collection
  • As a note9. John Demos, "The Tried and the True: Native American Women Confronting Colonization," in No Small Courage: A History of Women in the United States, ed. Nancy F. Cott (New York: Oxford University Press, 2000), 36.
  • As a bibliography entryDemos, John. "The Tried and the True: Native American Women Confronting Colonization." In No Small Courage: A History of Women in the United States, edited by Nancy F. Cott, 27–59. New York: Oxford University Press, 2000.

Alphabetizing the Bibliography

Bibliography entries are listed alphabetically by the first element, which is normally the author's last name. When a source has no author, alphabetize by the first significant word of the title, ignoring "A," "An," and "The."

When you have multiple works by the same author, list them alphabetically by title. After the first entry, you may replace the author's name with a three-em dash (———) followed by a period.

Sample Bibliography — Multiple Works by One Author

Darnton, Robert. The Great Cat Massacre and Other Episodes in French Cultural History. New York: Basic Books, 1984.

———. The Kiss of Lamourette: Reflections in Cultural History. New York: Norton, 1990.

Common Mistake — Wrong List Name

Students trained in MLA sometimes call their Chicago bibliography a "Works Cited" page; those familiar with APA may call it "References." These are correct terms for those systems only. In Chicago notes-bibliography style, the correct term is Bibliography. Using the wrong term is a small but noticeable error that signals unfamiliarity with the system.

Section 41.5
Author-Date Style
How the System Works · When to Use It · In-Text Citations · Reference List Entries

How Author-Date Style Works

Chicago author-date style is structurally similar to APA, though it differs in specific formatting details. Instead of footnotes or endnotes, the writer places a brief parenthetical citation directly in the text at the point of use. That citation contains the author's last name, the year of publication, and usually a page number. A complete reference list at the end of the paper provides full bibliographic information for each source.

Example 41.5.1
Author-date citation in text with corresponding reference list entry
  • In the textArchaeological evidence suggests that the settlement predates European contact by at least three centuries (Smith 2018, 47).
  • In the reference listSmith, Andrea K. 2018. Before Contact: Indigenous Communities and the Pre-Colonial Landscape. Chicago: University of Chicago Press.
The key distinction from notes-bibliography: the year moves to a prominent position immediately after the author's name in the reference list, and there are no notes of any kind in the text.

When to Use Author-Date Style

Chicago author-date style is typically specified in disciplines where the currency of research matters — where knowing that a study was published in 2005 versus 2020 gives readers important context. In history, by contrast, a book published in 1950 may be just as important as one published recently, and the year of publication is less central to how readers evaluate a claim. Notes-bibliography style reflects this: the year is present in the note, but it does not dominate the citation.

If your instructor specifies Chicago style without indicating which of the two systems to use, notes-bibliography is almost always the default for undergraduate humanities work. If you are writing in a field that commonly uses Chicago author-date, your instructor will generally say so explicitly.

In-Text Citation Format

Author-date citations in the text follow a consistent pattern: the author's last name, year of publication, and page number, all in parentheses. When the author's name is already part of the sentence, only the year and page number go in parentheses.

SituationFormatExample
Standard citation(Last Year, page)(Williams 2014, 88)
Author named in sentenceAuthor (Year, page)Williams (2014, 88) argues that…
General reference, no page(Last Year)(Williams 2014)
Two authors(Last and Last Year, page)(Thompson and Singh 2019, 203)
Three or more authors(Last et al. Year, page)(Jensen et al. 2021, 15)

Reference List Entries in Author-Date Style

Reference list entries in Chicago author-date style are similar to bibliography entries, with one critical difference: the year of publication moves immediately after the author's name and is followed by a period. This placement distinguishes author-date reference lists from notes-bibliography bibliographies at a glance.

Example 41.5.2
Author-date reference list entries
  • BookWilliams, Marcus. 2014. Archives and Authority: The Politics of the Past. Cambridge: Harvard University Press.
  • Journal articleThompson, Elena, and Priya Singh. 2019. "Memory, Evidence, and the Historical Record." Journal of Modern History 91, no. 1: 198–225.
  • WebsiteCenters for Disease Control and Prevention. 2023. "Understanding Historical Trauma." Last modified June 14, 2023. https://www.cdc.gov/historical-trauma.
All entries are alphabetized and use hanging indents, just as in a notes-bibliography bibliography. The year's position is the primary visual difference.
Section 41.6
Books, Articles, and Websites in Practice
Common Source Types · Book Variations · Article Variations · Online Sources

Books: Variations

Book with a subtitle
  • Note1. Eric Foner, Reconstruction: America's Unfinished Revolution, 1863–1877 (New York: Harper and Row, 1988), 12.
  • BibliographyFoner, Eric. Reconstruction: America's Unfinished Revolution, 1863–1877. New York: Harper and Row, 1988.
Edited book (no single author)
  • Note4. David Levering Lewis, ed., The Portable Harlem Renaissance Reader (New York: Viking, 1994), xvii.
  • BibliographyLewis, David Levering, ed. The Portable Harlem Renaissance Reader. New York: Viking, 1994.
Translated book
  • Note6. Alexis de Tocqueville, Democracy in America, trans. Harvey C. Mansfield and Delba Winthrop (Chicago: University of Chicago Press, 2000), 7.
  • BibliographyTocqueville, Alexis de. Democracy in America. Translated by Harvey C. Mansfield and Delba Winthrop. Chicago: University of Chicago Press, 2000.
Multivolume work
  • Note2. Will Durant and Ariel Durant, The Story of Civilization, vol. 5, The Renaissance (New York: Simon and Schuster, 1953), 401.
  • BibliographyDurant, Will, and Ariel Durant. The Renaissance. Vol. 5 of The Story of Civilization. New York: Simon and Schuster, 1953.

Articles: Variations

Magazine article (print)
  • Note11. Ta-Nehisi Coates, "The Case for Reparations," The Atlantic, June 2014, 54.
  • BibliographyCoates, Ta-Nehisi. "The Case for Reparations." The Atlantic, June 2014, 54–71.
Newspaper article
  • Note13. Nikole Hannah-Jones, "The 1619 Project," New York Times Magazine, August 14, 2019.
  • BibliographyHannah-Jones, Nikole. "The 1619 Project." New York Times Magazine, August 14, 2019.
Page numbers are often omitted for newspaper articles in Chicago style because pagination varies by edition.
Review of a book
  • Note17. David Bell, review of Citizens: A Chronicle of the French Revolution, by Simon Schama, New Republic, November 6, 1989, 38.
  • BibliographyBell, David. Review of Citizens: A Chronicle of the French Revolution, by Simon Schama. New Republic, November 6, 1989, 38–41.

Websites and Digital Sources: Special Considerations

Online sources present challenges that print sources do not. They can change after you access them, they may lack clear authorship or dates, and their URLs can break. Chicago style addresses these challenges with a set of practical recommendations. Include an author name if one is clearly identified. Include the publication date or last-modified date if available. Include an access date if the content is likely to change or if no publication date is given. Use a stable URL or DOI whenever possible.

Government or institutional website
  • Note18. "Declaration of Independence: Transcript," National Archives, accessed February 10, 2026, https://www.archives.gov/founding-docs/declaration-transcript.
  • BibliographyNational Archives. "Declaration of Independence: Transcript." Accessed February 10, 2026. https://www.archives.gov/founding-docs/declaration-transcript.
Online newspaper article
  • Note22. Adam Gopnik, "How the South Won the Civil War," New Yorker, November 19, 2018, https://www.newyorker.com/magazine/2018/11/19/how-the-south-won-the-civil-war.
  • BibliographyGopnik, Adam. "How the South Won the Civil War." New Yorker, November 19, 2018. https://www.newyorker.com/magazine/2018/11/19/how-the-south-won-the-civil-war.
Section 41.7
Chicago in History and the Humanities
Why Chicago Endures · Archival Sources · Footnotes as Annotation · Other Disciplines

Why Chicago Endures in Historical Writing

History is the discipline most closely associated with notes-bibliography style, and the relationship between Chicago formatting and historical scholarship is not accidental. It reflects something important about how historians think about evidence, sources, and argument.

Historical writing depends on primary sources: documents, letters, diaries, maps, records, artifacts, and other traces of the past. Many of these sources exist in archives, special collections, or unique repositories that cannot be accessed through a library database or a web search. When a historian cites an archival document, the citation must be rich enough to allow another researcher to find exactly the same item — the specific box, folder, and document within a collection held at a particular institution.

Chicago footnotes accommodate this level of specificity in ways that brief parenthetical citations cannot. A single footnote might read:

Archival Source in a Footnote

14. Letter from Frederick Douglass to Harriet Beecher Stowe, March 8, 1853, Box 2, Folder 14, Frederick Douglass Papers, Manuscript Division, Library of Congress, Washington, DC.

That level of detail would be impossible to compress into a parenthetical citation without disrupting the flow of the text. Notes-bibliography style gives historians room to be precise without sacrificing readability.

Footnotes also allow historians to do something equally valuable: engage with the scholarly conversation in the notes themselves. A historian might cite a primary source in the body of the text while adding a footnote that acknowledges a competing interpretation, points readers toward additional secondary literature, or explains why a particular translation was chosen. This kind of scholarly annotation is part of what makes historical writing different from journalism or popular nonfiction. The footnotes are not formalities — they are a place where the scholar's intellectual engagement with the material becomes visible to careful readers.

Chicago Style in Other Humanities Disciplines

Philosophy, art history, musicology, religious studies, and related fields also favor Chicago style, though each adapts the system to its own conventions. Philosophers frequently cite classical texts using traditional numbering systems — book, section, and paragraph numbers rather than page numbers — that Chicago style can accommodate. Art historians cite image reproductions, museum collections, and visual archives in ways that require careful adaptation of standard note formats. Musicologists cite scores, recordings, and performances alongside conventional print and digital sources.

In all these disciplines, the underlying logic of Chicago style remains constant: give credit precisely, help readers find your sources, and document your intellectual debts. What varies is the specific application of that logic to different types of materials.

Chicago Style in Literary Studies

Literary studies occupies an interesting middle position. Many literary scholars use MLA style, particularly when writing about contemporary or British and American literature in contexts where MLA is the established convention. However, scholars working in older historical periods, in comparative literature, in translation studies, or in fields with strong connections to history and classical scholarship often use Chicago style.

If you are writing a literary analysis paper and your instructor has not specified a style, MLA is the safer default for most undergraduate contexts. But if the assignment is framed as historical, cultural, or archival research, Chicago may be more appropriate. When in doubt, ask before you begin writing.

Academic Transfer

The habits Chicago style builds — meticulous source tracking, precise citation, scholarly annotation — transfer to every research-intensive discipline. Even if you never write another history paper, practicing careful documentation helps you read sources more critically, organize research more efficiently, and write with greater intellectual accountability. These are habits that serve you throughout your academic career.

Section 41.8
Chicago Paper Formatting
General Conventions · Title Pages · Headings · Notes and Bibliography Layout

General Formatting Principles

Chicago style does not specify one universal paper format for all academic purposes. The Chicago Manual of Style is primarily a guide for published books and articles, not for student papers. However, it provides clear general guidance that has become the standard for undergraduate and graduate academic work. Unless your instructor specifies otherwise, a Chicago-style student paper should follow the conventions in the table below.

ElementChicago Convention
Paper sizeStandard letter (8.5 × 11 inches)
MarginsOne inch on all sides
Font12-point readable serif (Times New Roman, Georgia); check instructor preference
Body text spacingDouble-spaced throughout
Footnote spacingSingle-spaced within each note; one blank line between notes
Bibliography spacingSingle-spaced within each entry; one blank line between entries
Paragraph indentationFirst line of each paragraph indented one-half inch; no extra space between paragraphs
Page numbersArabic numerals, upper right corner; title page typically not numbered

Title Page and Header Options

Chicago style for student papers typically requires a title page rather than a heading at the top of the first text page. The title page should include the title of the paper, centered in the upper half of the page; your name, centered below the title; and the course name and number, instructor name, and date centered in the lower portion of the page. Formatting is plain — no decorative elements, no running header.

Unlike MLA, which uses a header with the student's last name and page number on every page, Chicago style for student papers generally does not require a running header. A simple page number in the upper right corner is sufficient.

If your instructor does not require a separate title page, center the title on the first page of the paper, double-space, and begin the text. Your name, course, and date may appear at the top of the first page or in a brief header.

Headings Within the Paper

Short undergraduate papers typically do not use internal headings. Longer papers and research papers may use headings to guide readers through major sections. Chicago style recommends a heading hierarchy but does not mandate a single visual format. A common student-paper approach uses the pattern in the table below. For most undergraduate papers, two levels of headings are sufficient. Whatever system you choose, use it consistently — do not switch heading styles partway through a paper.

LevelStyleExample
First-level headingCentered, bold or regular weight, title caseThe Road to Reconstruction
Second-level headingFlush left, bold, title caseThe Freedmen's Bureau and Its Limits
Third-level headingFlush left, bold italic, title caseLabor Contracts in the Post-War South
Fourth-level headingIndented, bold, sentence case, followed by period, run into paragraphSharecropping arrangements. The system that emerged…

Notes Page and Bibliography Page Layout

If you are using endnotes rather than footnotes, the notes page comes after the last page of body text and before the bibliography. Title it "Notes" — centered, not bold, in the same font as the rest of the paper. Notes are listed in order, each one indented like a paragraph.

The bibliography comes last, titled "Bibliography" and formatted the same way. Entries are listed alphabetically, formatted with hanging indents, and single-spaced within each entry with a blank line between entries.

Sample Bibliography Page Layout

Darnton, Robert. The Great Cat Massacre and Other Episodes in French Cultural History. New York: Basic Books, 1984.

Davis, Natalie Zemon. "Women on Top: Symbolic Sexual Inversion and Political Disorder in Early Modern Europe." Feminist Studies 1, no. 3 (1975): 124–151.

Foner, Eric. Reconstruction: America's Unfinished Revolution, 1863–1877. New York: Harper and Row, 1988.

Common Mistakes Summary

1. Mixing systems. Choose notes-bibliography or author-date and use it consistently throughout. Do not combine elements of both.

2. Reversing author name in a note. In notes, the author's name appears in normal order (First Last). Only bibliography entries reverse the name.

3. Omitting page numbers. Chicago notes almost always require a specific page number when you are citing a particular claim, quotation, or piece of evidence.

4. Formatting notes like bibliography entries. Notes and bibliography entries are formatted differently. Do not copy one format and paste it into the wrong place.

5. Forgetting access dates for websites. For any website where a stable publication date is unclear, include the date you accessed the page.

Chapter Summary

Key Terms

bibliography
In Chicago notes-bibliography style, an alphabetical list of all sources cited, placed at the end of the paper. Different from a "Works Cited" page (MLA) or "References" page (APA).
Chicago Manual of Style
The authoritative reference guide for Chicago documentation, grammar, and editorial style, published by the University of Chicago Press. Currently in its seventeenth edition.
endnotes
Numbered notes collected on a separate page at the end of a paper, after the body text and before the bibliography. An alternative to footnotes.
footnotes
Numbered notes that appear at the bottom of the same page where the corresponding superscript number occurs in the text.
full note
The first Chicago citation of a source, containing complete bibliographic information. Subsequent citations of the same source may use a shortened note.
hanging indent
A paragraph format where the first line is flush with the left margin and subsequent lines are indented. Used for bibliography entries and reference list entries.
ibid.
Abbreviation of the Latin ibidem ("in the same place"). Indicates that a note refers to the source in the immediately preceding note. Now largely replaced by shortened notes.
notes-bibliography style
The Chicago documentation system using numbered footnotes or endnotes and a bibliography page. Most common in humanities disciplines, especially history.
author-date style
The Chicago documentation system using parenthetical in-text citations with author name and year, paired with a reference list. Similar in structure to APA.
reference list
In Chicago author-date style, an alphabetical list of all sources cited, with the year placed immediately after the author's name in each entry.
shortened note
A condensed Chicago note used after a source has already been cited in full, typically containing the author's last name, a short title, and a page number.
superscript number
A small raised number in the text that signals the location of a corresponding footnote or endnote.
s.v.
Abbreviation of the Latin sub verbo ("under the word"), used when citing entries in dictionaries or encyclopedias by their headword.

Review Questions

  1. What is the difference between footnotes and endnotes in Chicago style? What are the practical advantages of each?
  2. Explain why Chicago notes-bibliography style requires both notes and a bibliography. What does each element accomplish that the other does not?
  3. How does a full Chicago note differ from the same source's bibliography entry? Identify at least three specific formatting differences.
  4. What disciplines most commonly use Chicago notes-bibliography style, and why does that style suit humanities scholarship in particular?
  5. Describe the Chicago author-date system. How does it differ from notes-bibliography style in both appearance and purpose?
  6. What is a shortened note, and when should you use one? What was traditionally used in its place, and why is the shortened form now preferred?
  7. What information is required when citing a website in Chicago style? Why is the access date particularly important for online sources?
  8. What are the general paper formatting expectations for a Chicago-style student paper? How does the title page differ from the heading format used in MLA?
  9. Define the term hanging indent and explain where it is used in Chicago formatting.
  10. A student writing a paper on colonial American history decides to use Chicago author-date style because it is part of the Chicago system. Is this choice likely appropriate? Why or why not?

Discussion and Writing Prompts

  1. Chicago notes-bibliography style is closely associated with historical writing. Based on what you have read in this chapter, write a paragraph explaining why footnotes are better suited to historical argument than parenthetical in-text citations. Use at least one specific example to support your reasoning.
  2. Compare Chicago notes-bibliography style to MLA style. In a short paragraph for each, explain what a student writing in the humanities needs to know about making the shift from one system to the other. What remains consistent, and what changes most significantly?
  3. Some critics argue that footnotes slow down readers and that papers would be cleaner without them. Others argue that footnotes are essential to scholarly writing and that removing them would impoverish academic discourse. Write a brief argument taking one position or the other. Support your argument with reasons.
  4. A classmate tells you, "I just use whatever citation format looks right to me — it all basically means the same thing anyway." Write a response that explains, clearly and patiently, why citation formats are not interchangeable and why learning Chicago style specifically has value for a student in the humanities.

Practice Activities

Activity 1Write the Note and Bibliography Entry

For each source below, write (a) a full Chicago footnote and (b) a bibliography entry.

  1. A book titled The Warmth of Other Suns by Isabel Wilkerson, published in 2010 by Random House in New York. You are citing page 8.
  2. An article titled "The Invention of Tradition" by Eric Hobsbawm, published in Past and Present, volume 34 (1964), pages 3–14. You are citing page 6.
  3. A chapter titled "The American West as Symbol and Myth" by Henry Nash Smith, found in an edited collection called Interpretations of American History, edited by Francis G. Couvares, Martha Saxton, Gerald N. Grob, and George Athan Billias, published in 2000 by the Free Press in New York. The chapter covers pages 235–253. You are citing page 239.
Activity 2Identify the Errors

Each citation below contains at least one formatting error. Identify the error(s) and write the corrected version.

Error 1 — Footnote
Hartman, Saidiya. Lose Your Mother: A Journey Along the Atlantic Slave Route. New York: Farrar, Straus and Giroux, 2007.

What is wrong with this footnote? Write the corrected version.

Error 2 — Footnote
7. Joan W. Scott, "Gender: A Useful Category of Historical Analysis." American Historical Review. 91, no. 5. 1986.

Identify all formatting errors. Write the corrected footnote.

Error 3 — Bibliography Entry
Davis, Natalie Zemon, "Women on Top: Symbolic Sexual Inversion and Political Disorder in Early Modern Europe," Feminist Studies 1, no. 3 (1975): 124–151.

What is wrong with the punctuation and formatting? Write the corrected entry.

Error 4 — Footnote
12. Foner Eric, Reconstruction: America's Unfinished Revolution, 1863–1877 (New York: Harper and Row, 1988), 12.

Find and explain the error(s). Write the corrected footnote.

Activity 3Convert Between Systems

Take the following notes-bibliography citation and convert it into a Chicago author-date in-text citation and reference list entry. Then explain in one or two sentences what information changes and what stays the same.

Source to Convert

5. Rebecca J. Scott, Degrees of Freedom: Louisiana and Cuba After Slavery (Cambridge: Belknap Press of Harvard University Press, 2005), 44.

Activity 4Format a Bibliography Page

Using the information below, construct a properly formatted Chicago bibliography page. Arrange entries alphabetically, apply hanging indents, and format each entry correctly.

  1. A book by David Brion Davis called The Problem of Slavery in Western Culture, published in 1966 by Cornell University Press in Ithaca, New York.
  2. An article by Barbara Fields titled "Slavery, Race and Ideology in the United States of America," published in New Left Review, issue 181 (1990), pages 95–118.
  3. A chapter called "Reconstruction's Legacies" written by Eric Foner in an edited volume called The Oxford History of the Civil War Era, edited by Catherine Clinton and James M. McPherson, published in 2011 by Oxford University Press in New York. The chapter covers pages 312–334.
  4. A website article by the Smithsonian National Museum of African American History and Culture titled "Historical Foundations of Race," with no author listed, accessed March 2, 2026, at https://nmaahc.si.edu/learn/talking-about-race/topics/historical-foundations-race.
Activity 5Choose the Right System

For each scenario, identify which Chicago system — notes-bibliography or author-date — would be more appropriate, and briefly explain your reasoning.

  1. A twenty-page research paper on primary documents from the American Civil War, written for an undergraduate history course.
  2. A research paper for a sociology seminar comparing contemporary studies on urban poverty, where the instructor specifies Chicago style.
  3. A senior thesis in philosophy examining eighteenth-century arguments about free will.
  4. A short paper for an interdisciplinary course on environmental policy, where the instructor specifies Chicago author-date.
  5. A paper for a survey course in art history analyzing a specific artwork and its cultural context.

Chapter 41 Checklist

Before You Submit: Chicago Style Review
Use this checklist to confirm your Chicago-style paper is correctly formatted and documented
Documentation System
  • I have chosen one Chicago system (notes-bibliography or author-date) and used it consistently throughout.
  • I have not mixed elements from both systems.
Notes — Notes-Bibliography Style
  • Every borrowed idea, quotation, and paraphrase has a corresponding superscript number and note.
  • Notes are numbered consecutively from 1 through the last citation.
  • Full notes appear the first time each source is cited.
  • Shortened notes are used correctly for subsequent citations of the same source.
  • Author names in notes appear in normal order (First Last), not reversed.
  • Publication information in book notes appears in parentheses.
  • Specific page numbers are included in every note where a particular claim is being cited.
Bibliography — Notes-Bibliography Style
  • The bibliography is titled "Bibliography," not "Works Cited" or "References."
  • All sources are listed alphabetically by the author's last name.
  • Author names are reversed (Last, First) in bibliography entries.
  • Publication information for books appears without parentheses, separated by periods.
  • Full page ranges are included for journal articles and book chapters.
  • Entries use hanging indent format.
In-Text Citations — Author-Date Style
  • Every borrowed idea, quotation, and paraphrase has a corresponding parenthetical citation.
  • Author-date citations include the last name, year, and page number where appropriate.
  • The reference list is titled "Reference List," not "Bibliography" or "Works Cited."
  • The year appears immediately after the author's name in each reference list entry.
  • Reference list entries are alphabetical and formatted with hanging indents.
Websites and Online Sources
  • Author names, publication or modification dates, and access dates are included where available.
  • URLs are included and are as stable and complete as possible.
Paper Formatting
  • The paper has one-inch margins on all sides.
  • Body text is double-spaced in a 12-point serif font.
  • A title page or properly formatted first-page heading is included.
  • Page numbers appear in the upper right corner.
  • Footnotes (if used) are single-spaced within each note with a blank line between notes.
  • The bibliography or reference list uses hanging indents and appears at the end of the paper.
Looking Ahead
Chapter 42: Formatting Academic Papers

Chapter 41 completed the three-chapter sequence on major citation systems: MLA, APA, and Chicago. Chapter 42 steps back from documentation style to address the presentation of academic papers as a whole — title pages, headings, margins, page numbers, abstracts, tables, figures, appendices, and final submission preparation. The goal is to make your papers look as serious and professional as the writing within them. All three style systems share general formatting principles, and Chapter 42 gathers those principles together so you can apply them regardless of which documentation system you are using.

MGU Library Connection
  • Chicago Quick Guide — Back matter of this textbook
  • Citation Troubleshooting Guide — Back matter of this textbook
  • Chapter 38: Why Citation Matters — foundational principles underlying all documentation systems
  • Chapter 39: MLA Style — for comparison with Chicago conventions
  • Chapter 40: APA Style — particularly relevant for understanding Chicago author-date
  • Chapter 42: Formatting Academic Papers — full paper presentation following citation documentation
  • The Chicago Manual of Style, 17th ed. — available in the MGU Library reference collection