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TIPS TO KNOW BEFORE YOU BEGIN YOUR RESEARCH

   1. Before you begin research for your dissertation or thesis, while you are still taking
      classes, find out which documentation style will be required. Check both your
      department and the graduate school guidelines for theses and dissertations.

          a. Buy the manual for the documentation style that you will be required to use
             and begin familiarizing yourself with it. If your professors do not require a
             different style, practice using it while writing papers in your classes, whether
             the information in those papers will be included in your thesis or dissertation
             or not.

          b. Be aware that the style guides and manuals often include guidelines for
             much more than simply bibliographic information. Some specify how
             chapter titles and headings within chapters are to be formatted, how to
             handle various types of abbreviations in the text, and how to format tables
             and illustrations or figures. Practice following those guidelines.

          c. If you are allowed to choose the style you will use, choose one that specifies
             parenthetical in-text citations with a final list of references rather than one
             with notes and a bibliography.

                    i. Inserting footnotes or endnotes tends to be more difficult than using
                       parenthetical citations.

                    ii. Duplicating the bibliographic information in notes in the final
                        bibliography takes more time and uses more paper and ink in
                        printing.

                iii. Some word processors do not allow you to specify where endnotes
                     will be displayed. Having endnotes fall at the very end of a document,
                     after the bibliography and appendices, is usually not acceptable.

   2. As you do your research, build a list of your resources, following the required
      documentation style as closely as possible.

          a. Many different bibliographic software programs are available, and
             comparative reviews are available online. (Two good ones are
             http://en.wikipedia.org/wiki/Comparison_of_reference_management
             _software and http://wiki.services.openoffice.org/wiki/Bibliographic
             _Software_and_Standards_Information.) In addition, Word 2007 has a
             built-in database for managing sources in various documentation styles.

             NOTE:
               i. Most bibliographic software programs will do the basics:
                  alphabetizing, putting certain information in italics depending on type
                  of source, putting the elements of the entry into the correct order for
                  the documentation style selected. However, some may not apply the


Dr. C for edit911                              1                           January 16, 2011
correct type of case for article and book titles. (If you capitalize all
                       words, including conjunctions and prepositions, the capitalization will
                       appear in the list. If you enter a title in sentence case but use a
                       documentation style that requires headline case, the appropriate
                       words in titles will not begin with capital letters.)

                    ii. Some programs may not abbreviate state names for place of
                        publication.

                iii. Using a software program does not obviate the need to check your
                     spelling as you go and have your information complete and correct.

                iv. If you are having someone else edit or proofread your document, the
                    final bibliography may not hold any changes made to the document
                    on a different computer. The bibliographic software program is linked
                    to your document and will usually override any changes made on a
                    different computer when it is opened again on the computer with the
                    bib software.

                 v. Bibliographic software programs are databases, and you will need to
                    familiarize yourself with how your chosen program works.

          b. You can use a spreadsheet program. You will need to enter the information
             in the correct format, with elements in the correct order, for the
             documentation style you are using, but you can use the sort function to
             alphabetize the final list.

          c. Keep the list in a separate word processing file. Many people use this
             tried-and-true method. You will need to alphabetize the entries yourself, but
             you will also be able to control how abbreviations and title case display.

   3. As you locate sources, be sure to record all of the information needed for a
      complete bibliographic entry. Besides all authors’ names, date of publication, and
      title of the book or article, be sure to record the following:

          a. For a book, record the edition number if it is later than the first edition, the
             city and state (U.S.), province (Canada), or country where the publisher is
             located, and the correct spelling of the publisher’s name. (Documentation
             styles vary concerning how publishers’ names are to be treated. Knowing
             your documentation style at this stage can save you time later.)

          b. If the source you are documenting is a chapter in a book that is a collection
             of articles by different authors, be sure to record the names of all editors and
             the page range for the chapter you are documenting.

          c. For newspaper articles accessed online, be sure you record the full name of
             the newspaper (not just the shortened version sometimes used online) and
             the city and state or country in which the newspaper is published. (Many


Dr. C for edit911                              2                            January 16, 2011
cities and towns have local newspapers called The Times, The Gazette,
             The Chronicle, etc. Make sure you know where the article was published.
             Not only is that information important for your documentation, but it may be
             important to understanding the tone of the article.)

          d. For a journal article, record the full journal title (Journal of Accounting
             Research, not J Account Res), the volume number, the issue number, and
             the page range for the article. A volume generally includes all the issues
             published in one year. Most journals follow the calendar year in determining
             volume numbering.

             NOTE:
               i. Get in the habit of recording the volume number first, the issue
                  number second, and the page-range numbers last. A common error
                  that students make is confusing the numbers or putting them in the
                  wrong order in the entry.

                    ii. Most documentation styles indicate that the issue number should be
                        dropped when the journal uses continuous pagination (issues after
                        the first in a volume continue page numbering from the previous
                        issue). To learn how to determine the pagination type, see item g.

          e. For any journal article that is available online, record the DOI (document
             object identifier) if one has been assigned. The DOI is used in place of a
             URL in the entry for an article. To learn how to find the DOI, see item g.

          f. If you use an online database to conduct metasearches (e.g., EBSCO,
             ProQuest, PsychINFO), most documentation styles do not permit use of
             URLs that begin with the name of database or contain search terms (usually
             interspersed with such symbols as equal signs, ampersands, and other
             question marks). You should use the DOI if it is provided in the database;
             otherwise, you should locate the article at the journal publisher’s site.

          g. To find some of the information indicated above, you may need to go to the
             journal site.

                    i. Begin by searching for the journal by its full title.

                    ii. At the homepage for the journal, look for a link that indicates
                        “Archives” or “Previous issues.” (This link could appear in a sidebar
                        either to the right or to the left of the page. Occasionally, it will appear
                        in a horizontal list of links near the top of the page below the site
                        header.)

                iii. If you cannot find such a link on the homepage, follow the link to view
                     the current issue or table of contents for the current issue. Very often,
                     links to previous issues appear only in relation to the current issue.
                     (Many journals make the full content of their articles available online


Dr. C for edit911                                3                              January 16, 2011
for free, and nearly all of them post the tables of contents of past
                    issues online.)

                iv. When you have found the archives (previous issues), you will need
                    to know both the year and the volume number of the article you are
                    searching for. Most journals list their previous issues’ tables of
                    contents in one of two ways:
                       1. In an expansion list with date and volume number:




                                                 expands to




                           Note that this list includes the month (generally not used in the
                           documentation) and the page ranges for each issue. At this
                           point, you can identify whether the journal uses continuous
                           pagination (as the one above does) by observing the page
                           numbers for the issues.

                       2. In a table with links identified by year (not volume):




                           Such links typically lead to a page with the volume identified
                           and the issues listed:




                           Again, at this point, you can identify the pagination type of the
                           journal. If a journal has continuous pagination, do not include
                           the issue number in your bibliographic (reference) entries.


Dr. C for edit911                           4                            January 16, 2011
v. To find the DOI for an article, you will need to delve more deeply by
                    selecting the link to the specific issue in which your source article
                    was published.
                    Very often, the DOI for an article in an issue will be listed with the
                    article info in the online table of contents.




                    Sometimes, you must follow the link to the article, and the DOI will
                    appear in the publication information for the article (usually above
                    the article to the left):




                    This information can usually be found even for articles that are not
                    freely available online.

          h. When no DOI is available, a URL may be admissible, depending on the
             documentation style and how the article was accessed. (Consult your
             documentation style for specifics.)

          i. When you find articles listed in ERIC, if the article was self-published and
             uploaded to ERIC, use the ERIC document number. If the document
             number begins with EJ, it is a published journal article. For such items listed
             in ERIC, you should copy the title, authors’ names, and journal publication
             information and then go to the journal site and verify the information.

   4. If you are using copy-and-paste while building your bibliography, take steps to
      protect the formatting of your document:

          a. In Word 2007, go to the Office Button (in the upper left corner):
             Select Word Options (at the bottom of the small window that opens).
             Select Advanced (at the left of the next screen).
             Under “Cut, copy, and paste,” select Match Destination Formatting for the
             various types of pasting.




Dr. C for edit911                            5                           January 16, 2011
b. Even when you have made those changes, you may still have words from a
             web page paste into your document in a different font face, size, or color. Be
             watchful for such font changes and manage them as you go. Select from a
             couple of characters or spaces before the pasted text to a few spaces or
             characters after the pasted text. Then apply the font changes.
          c. When copying and pasting a URL, very often, it will appear as an active link.
             Change the URL to regular text by placing the cursor anywhere in the URL,
             right-clicking, and selecting Remove Hyperlink.
             Very often, the URL will not be hyperlinked until you type a space or line
             break after the URL. Holding down the control key (CTRL) while typing a “z”
             (the undo keyboard shortcut) will usually make the hyperlink disappear and
             return the URL to plain text.

   5. Finally, remember that, while copying and pasting documentation information
      (authors’ names, titles, publication information for sources) from web pages for
      inclusion in your bibliographic entries is acceptable, copying and pasting text from
      an online article without indicating that it is directly quoted (using quotation marks
      or block quotation formatting) and without citing the source is plagiarism.




Dr. C for edit911                            6                           January 16, 2011

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Research Pointers

  • 1. TIPS TO KNOW BEFORE YOU BEGIN YOUR RESEARCH 1. Before you begin research for your dissertation or thesis, while you are still taking classes, find out which documentation style will be required. Check both your department and the graduate school guidelines for theses and dissertations. a. Buy the manual for the documentation style that you will be required to use and begin familiarizing yourself with it. If your professors do not require a different style, practice using it while writing papers in your classes, whether the information in those papers will be included in your thesis or dissertation or not. b. Be aware that the style guides and manuals often include guidelines for much more than simply bibliographic information. Some specify how chapter titles and headings within chapters are to be formatted, how to handle various types of abbreviations in the text, and how to format tables and illustrations or figures. Practice following those guidelines. c. If you are allowed to choose the style you will use, choose one that specifies parenthetical in-text citations with a final list of references rather than one with notes and a bibliography. i. Inserting footnotes or endnotes tends to be more difficult than using parenthetical citations. ii. Duplicating the bibliographic information in notes in the final bibliography takes more time and uses more paper and ink in printing. iii. Some word processors do not allow you to specify where endnotes will be displayed. Having endnotes fall at the very end of a document, after the bibliography and appendices, is usually not acceptable. 2. As you do your research, build a list of your resources, following the required documentation style as closely as possible. a. Many different bibliographic software programs are available, and comparative reviews are available online. (Two good ones are http://en.wikipedia.org/wiki/Comparison_of_reference_management _software and http://wiki.services.openoffice.org/wiki/Bibliographic _Software_and_Standards_Information.) In addition, Word 2007 has a built-in database for managing sources in various documentation styles. NOTE: i. Most bibliographic software programs will do the basics: alphabetizing, putting certain information in italics depending on type of source, putting the elements of the entry into the correct order for the documentation style selected. However, some may not apply the Dr. C for edit911 1 January 16, 2011
  • 2. correct type of case for article and book titles. (If you capitalize all words, including conjunctions and prepositions, the capitalization will appear in the list. If you enter a title in sentence case but use a documentation style that requires headline case, the appropriate words in titles will not begin with capital letters.) ii. Some programs may not abbreviate state names for place of publication. iii. Using a software program does not obviate the need to check your spelling as you go and have your information complete and correct. iv. If you are having someone else edit or proofread your document, the final bibliography may not hold any changes made to the document on a different computer. The bibliographic software program is linked to your document and will usually override any changes made on a different computer when it is opened again on the computer with the bib software. v. Bibliographic software programs are databases, and you will need to familiarize yourself with how your chosen program works. b. You can use a spreadsheet program. You will need to enter the information in the correct format, with elements in the correct order, for the documentation style you are using, but you can use the sort function to alphabetize the final list. c. Keep the list in a separate word processing file. Many people use this tried-and-true method. You will need to alphabetize the entries yourself, but you will also be able to control how abbreviations and title case display. 3. As you locate sources, be sure to record all of the information needed for a complete bibliographic entry. Besides all authors’ names, date of publication, and title of the book or article, be sure to record the following: a. For a book, record the edition number if it is later than the first edition, the city and state (U.S.), province (Canada), or country where the publisher is located, and the correct spelling of the publisher’s name. (Documentation styles vary concerning how publishers’ names are to be treated. Knowing your documentation style at this stage can save you time later.) b. If the source you are documenting is a chapter in a book that is a collection of articles by different authors, be sure to record the names of all editors and the page range for the chapter you are documenting. c. For newspaper articles accessed online, be sure you record the full name of the newspaper (not just the shortened version sometimes used online) and the city and state or country in which the newspaper is published. (Many Dr. C for edit911 2 January 16, 2011
  • 3. cities and towns have local newspapers called The Times, The Gazette, The Chronicle, etc. Make sure you know where the article was published. Not only is that information important for your documentation, but it may be important to understanding the tone of the article.) d. For a journal article, record the full journal title (Journal of Accounting Research, not J Account Res), the volume number, the issue number, and the page range for the article. A volume generally includes all the issues published in one year. Most journals follow the calendar year in determining volume numbering. NOTE: i. Get in the habit of recording the volume number first, the issue number second, and the page-range numbers last. A common error that students make is confusing the numbers or putting them in the wrong order in the entry. ii. Most documentation styles indicate that the issue number should be dropped when the journal uses continuous pagination (issues after the first in a volume continue page numbering from the previous issue). To learn how to determine the pagination type, see item g. e. For any journal article that is available online, record the DOI (document object identifier) if one has been assigned. The DOI is used in place of a URL in the entry for an article. To learn how to find the DOI, see item g. f. If you use an online database to conduct metasearches (e.g., EBSCO, ProQuest, PsychINFO), most documentation styles do not permit use of URLs that begin with the name of database or contain search terms (usually interspersed with such symbols as equal signs, ampersands, and other question marks). You should use the DOI if it is provided in the database; otherwise, you should locate the article at the journal publisher’s site. g. To find some of the information indicated above, you may need to go to the journal site. i. Begin by searching for the journal by its full title. ii. At the homepage for the journal, look for a link that indicates “Archives” or “Previous issues.” (This link could appear in a sidebar either to the right or to the left of the page. Occasionally, it will appear in a horizontal list of links near the top of the page below the site header.) iii. If you cannot find such a link on the homepage, follow the link to view the current issue or table of contents for the current issue. Very often, links to previous issues appear only in relation to the current issue. (Many journals make the full content of their articles available online Dr. C for edit911 3 January 16, 2011
  • 4. for free, and nearly all of them post the tables of contents of past issues online.) iv. When you have found the archives (previous issues), you will need to know both the year and the volume number of the article you are searching for. Most journals list their previous issues’ tables of contents in one of two ways: 1. In an expansion list with date and volume number: expands to Note that this list includes the month (generally not used in the documentation) and the page ranges for each issue. At this point, you can identify whether the journal uses continuous pagination (as the one above does) by observing the page numbers for the issues. 2. In a table with links identified by year (not volume): Such links typically lead to a page with the volume identified and the issues listed: Again, at this point, you can identify the pagination type of the journal. If a journal has continuous pagination, do not include the issue number in your bibliographic (reference) entries. Dr. C for edit911 4 January 16, 2011
  • 5. v. To find the DOI for an article, you will need to delve more deeply by selecting the link to the specific issue in which your source article was published. Very often, the DOI for an article in an issue will be listed with the article info in the online table of contents. Sometimes, you must follow the link to the article, and the DOI will appear in the publication information for the article (usually above the article to the left): This information can usually be found even for articles that are not freely available online. h. When no DOI is available, a URL may be admissible, depending on the documentation style and how the article was accessed. (Consult your documentation style for specifics.) i. When you find articles listed in ERIC, if the article was self-published and uploaded to ERIC, use the ERIC document number. If the document number begins with EJ, it is a published journal article. For such items listed in ERIC, you should copy the title, authors’ names, and journal publication information and then go to the journal site and verify the information. 4. If you are using copy-and-paste while building your bibliography, take steps to protect the formatting of your document: a. In Word 2007, go to the Office Button (in the upper left corner): Select Word Options (at the bottom of the small window that opens). Select Advanced (at the left of the next screen). Under “Cut, copy, and paste,” select Match Destination Formatting for the various types of pasting. Dr. C for edit911 5 January 16, 2011
  • 6. b. Even when you have made those changes, you may still have words from a web page paste into your document in a different font face, size, or color. Be watchful for such font changes and manage them as you go. Select from a couple of characters or spaces before the pasted text to a few spaces or characters after the pasted text. Then apply the font changes. c. When copying and pasting a URL, very often, it will appear as an active link. Change the URL to regular text by placing the cursor anywhere in the URL, right-clicking, and selecting Remove Hyperlink. Very often, the URL will not be hyperlinked until you type a space or line break after the URL. Holding down the control key (CTRL) while typing a “z” (the undo keyboard shortcut) will usually make the hyperlink disappear and return the URL to plain text. 5. Finally, remember that, while copying and pasting documentation information (authors’ names, titles, publication information for sources) from web pages for inclusion in your bibliographic entries is acceptable, copying and pasting text from an online article without indicating that it is directly quoted (using quotation marks or block quotation formatting) and without citing the source is plagiarism. Dr. C for edit911 6 January 16, 2011