Notes-Bibliography and Author-Date Systems Explained
Which system to use, how footnotes actually work, how the bibliography differs from a reference list, and how to format every source type students regularly cite — without the unnecessary detail you won’t use.
Chicago style has two citation systems. Pick the wrong one and every citation in your paper is formatted incorrectly — not because the details are wrong, but because the structure is wrong for your discipline. That is the mistake most students make. They look up “Chicago citation format,” find a footnote template, and stop there. But if your department uses author-date, footnotes are the wrong approach entirely. This guide walks you through both systems — what each one looks like, which subjects use which, and how to format every common source type correctly.
What This Guide Covers
What Chicago Style Is — and Where It Applies
Chicago style comes from The Chicago Manual of Style, published by the University of Chicago Press. The 17th edition, released in 2017, is the current standard. It is one of the most widely used academic citation systems — in the United States and beyond — and it covers two distinct citation systems under one roof. That is the detail most students miss.
Chicago is the default style in history, art history, literature, philosophy, religious studies, and many humanities disciplines. In social sciences — political science, sociology, education, economics — Chicago’s author-date system is used instead. Natural sciences sometimes use author-date too, though many science disciplines have their own style guides (APA, Vancouver, ACS) that take precedence.
The Source to Consult
The Chicago Manual of Style, 17th edition. University of Chicago Press, 2017. The full text is available via subscription at chicagomanualofstyle.org. Many university libraries also provide access through their online resources portal.
Two Systems
Notes-bibliography: humanities. Author-date: social and natural sciences. The two systems are not interchangeable. Using footnotes in a political science paper, or parenthetical citations in a history essay, is a structural error — not a stylistic preference.
17th Edition Updates
The 17th edition updated guidance on digital sources, DOIs, social media citations, and online-only publications. It dropped the requirement for access dates on most stable URLs and moved DOI formatting to the full URL style: https://doi.org/10.xxxx.
The Two Systems: Which One Applies to You
If your assignment guidelines do not name a system explicitly, check your department’s module handbook, look at how sources are cited in assigned readings, or ask your instructor. Guessing and getting it wrong costs more time than asking upfront.
| System | Disciplines | In-Text Signal | End of Paper |
|---|---|---|---|
| Notes-Bibliography (N-B) | History, art history, literature, philosophy, religious studies, classics, film studies | Superscript number¹ | Bibliography (alphabetical) |
| Author-Date (A-D) | Sociology, political science, economics, education, linguistics, some natural sciences | Parenthetical: (Smith 2021, 45) | Reference list (alphabetical) |
A politics and history joint honours paper, an interdisciplinary social science module, or a course team that splits between departments — these are the scenarios where the system is not obvious. In those cases, check whether the assignment is submitted through a history department or a social science one. If still unclear, ask before starting. Using the wrong system is a formatting error, not a trivial one.
Notes-Bibliography: Footnotes and Endnotes
In notes-bibliography, citations are not in the text body. They are flagged with a superscript number — and the actual citation detail sits at the bottom of the page as a footnote, or at the end of the document as an endnote. Most instructors default to footnotes unless they specify otherwise.
The logic is straightforward. First time you cite a source: full note. Every time after that: short note. If the note directly above is the same source: Ibid. That is the whole system. The bibliography at the end lists every cited source in full, alphabetically, in a slightly different format from the footnotes.
Full Note — First Time You Cite a Source
Author First Last, Title of Work (Place: Publisher, Year), page number.
For articles: Author First Last, “Article Title,” Journal Name volume, no. issue (Year): page.
Give every detail — the reader needs enough to locate the source from this note alone.
Short Note — Every Subsequent Citation of the Same Source
Author Last Name, Shortened Title, page number.
The shortened title should use the first few significant words of the full title — enough that the reader can connect it back to the bibliography entry. Do not invent a title; shorten the real one.
Ibid. — Immediately Preceding Note Only
If note 6 is Smith, and note 7 is also Smith on the same page: Ibid. If note 7 is Smith on a different page: Ibid., 47. If any other note appears between them, Ibid. does not apply. Use the short form instead. When in doubt, use the short form — it is always correct.
Substantive Notes — Commentary Alongside Citations
One feature of notes-bibliography that author-date lacks: you can add explanatory commentary, contextual remarks, or discursive asides inside a footnote. A note can say both “see Smith, 45” and then add a sentence clarifying why that source is relevant or where scholars disagree. This is standard practice in history writing.
Bibliography Format Rules
The bibliography is not the same as a list of footnotes. The information is the same. The format is different. Students who copy their footnotes into the bibliography and reverse the author name are most of the way there — but there are other differences too.
How to Set Up the Bibliography
- New page, headed “Bibliography” — centred, no bold, no colon
- Alphabetical by first author’s last name
- Hanging indent: first line flush left, second and subsequent lines indented 0.5 inches
- Author name order reversed: Last, First
- Periods between major elements — not commas
- No note numbers (no “1.” or “2.” — that is the footnote format)
- Articles: full page range, not a specific page
- Every cited source appears here — once, alphabetically
Footnote vs. Bibliography — Same Source, Different Format
Footnote (first citation):
1. Saidiya Hartman, Wayward Lives, Beautiful Experiments (New York: W. W. Norton, 2019), 34.
Bibliography entry:
Hartman, Saidiya. Wayward Lives, Beautiful Experiments. New York: W. W. Norton, 2019.
Name reversed. Commas replaced by periods. Parentheses around publication info gone. Specific page removed. These are required differences — not optional stylistic choices.
Only the first author’s name is reversed in the bibliography. For multi-author works: “Smith, John, and Mary Jones.” Not “Smith, John, and Jones, Mary.” The reversal is purely for alphabetisation — which is based on the lead author’s surname. Every author after the first keeps normal name order.
Footnote: First Last, Title (Place: Publisher, Year), page. Notice the commas. Bibliography: Last, First. Title. Place: Publisher, Year. Notice the periods. The punctuation pattern is not cosmetic — it is how the format signals “this is a bibliography entry, not a footnote.”
Footnote for an article: …Journal Name 13, no. 2 (1986): 5. Just the page you are citing. Bibliography entry: …Journal Name 13, no. 2 (1986): 3–28. The full span of the article. The bibliography gives the reader enough to find the whole article; the footnote tells them exactly where your point is.
Every source you cited in a footnote must appear in the bibliography. Sources you read but did not cite are not included unless your instructor asks for a separate “Works Consulted” list. Do not pad the bibliography with sources from your reading that did not make it into the paper — that is a common student error and markers notice it.
Author-Date: In-Text Citations and Reference List
Author-date does not use footnotes for citations. The citation is in the text, in parentheses: (Last Year, page). No superscript numbers. No footnotes. The reference list at the end looks similar to a bibliography but uses a different internal format — the year moves to the second position, right after the author name.
| Situation | In-Text Format | Note |
|---|---|---|
| One author, paraphrase | (Smith 2021) |
No comma between name and year. This is Chicago, not Harvard. |
| One author, direct quote | (Smith 2021, 45) |
Comma before page number. No “p.” prefix. |
| Two authors | (Smith and Jones 2021) |
Use “and” — not “&”. |
| Three or more authors | (Smith et al. 2021) |
Et al. from the first in-text citation onward. |
| Narrative citation | Smith (2021) argues that… | Year immediately after the name in parentheses. |
| Two works, same parenthetical | (Jones 2019; Smith 2021) |
Semicolon between works. Oldest to newest. |
| Same author, same year | (Smith 2021a; Smith 2021b) |
Lowercase letter suffix. Match in reference list. |
| Organisation as author | (WHO 2022) |
Abbreviation usable after first full citation. |
| No author | (Shortened Title 2021) |
Italicise for standalone works; quote marks for articles. |
| No date | (Smith n.d.) |
Chicago uses “n.d.” — not “no date.” |
If you have been trained in Harvard referencing (Cite Them Right style), you are used to writing (Smith, 2021) with a comma. Chicago author-date does not use that comma: it is (Smith 2021). It is a small difference but a consistent one. Every in-text citation in a Chicago author-date paper should follow this pattern. Check them all before submitting — it is an easy detail to miss when you have trained in a different style.
Author-Date Reference List — Year Position
In author-date, the year appears immediately after the author name — as the second element in the reference list entry. Last, First. Year. Title. Place: Publisher. This is structurally different from the notes-bibliography bibliography, where the year sits inside or at the end of publication details. Do not mix the two formats.
Substantive Notes in Author-Date
Author-date does not use footnotes for citations — but you can still use footnotes for explanatory commentary. A footnote can add context, a caveat, or a discursive aside. It just cannot function as the citation itself. Treat it like an annotation: use it to say something that does not belong in the main text, but do not put your citation details there.
Books — Single Author, Multiple Authors, Edited, Chapters, E-books
Books are the most frequently cited source type in humanities and social science papers. The structure is consistent across both systems — but the element order changes between them, and between footnotes and bibliography entries within notes-bibliography.
N-B bibliography: Last, First. Title. Place: Publisher, Year. Year at the end of publication info. Author-date reference list: Last, First. Year. Title. Place: Publisher. Year is the second element, right after the author. Mixing these two formats in a single reference list is one of the most common student errors when switching between styles. Check every entry consistently.
Journal Articles
The pattern for journals follows the same logic as books — but the volume-issue-year-page string has a specific format that confuses people. Get this right and it works the same way every time.
Volume, Issue, Year, and Pages — the Formula
Format: volume number, no. issue number (year): page(s). Example: 13, no. 2 (1986): 5–35. The word “no.” appears before the issue number. Do not write “vol.” before the volume — just the numeral. There is no comma between the volume numeral and “no.” In the bibliography, give the full page range of the article. In a footnote, give just the specific page you are citing.
DOIs — Use the Full URL Format
The 17th edition recommends presenting DOIs as full URLs: https://doi.org/10.xxxx/xxxxx. The older “doi:10.xxxx” format is no longer preferred. When a DOI is available, use it instead of a general URL. When no DOI exists, include the journal’s homepage URL or the database URL. For print-only articles, no URL is needed.
In notes-bibliography, the issue number is written as: 15, no. 1. In author-date, it is: 15 (1). Same information, different punctuation convention. This is a small detail that is easy to get wrong when switching between systems. If your reference list uses author-date format throughout, make sure the journal volume-issue string matches author-date conventions, not notes-bibliography ones.
Websites and Online Sources
Online sources in Chicago follow the same principle as every other source type: give enough information that a reader can find the exact page you are citing. The practical problem is that websites often have no author, no publication date, and URLs that go dead. Work through the elements in order — author, title, site name, date, URL — using what is available and substituting where something is missing.
Author or Organisation
Named person: Last, First (bibliography) or First Last (footnote). If no individual is named, use the organisation or institution. If neither is clear, begin with the page title.
Page Title
“In quotation marks,” treated as an article title. The name of the broader website or publication follows in plain text after a period — it is not italicised unless it is an online journal or book.
Publication Date
Month Day, Year when available. Year alone if that is all there is. If there is no date anywhere on the page: n.d. Include the access date when content may change or disappear.
URL
Full URL — the actual address of the specific page, not the site homepage. If a DOI exists, use that instead of the URL. Do not shorten or hyperlink-anchor the URL.
Access Date
The 17th edition no longer requires access dates for sources with stable DOIs or permanent URLs. Include “Accessed Month Day, Year” when the content is likely to change or when there is no publication date.
Year Position
N-B: date appears near the URL at the end. Author-date: year appears immediately after the author name — same as books and articles. Do not swap these between systems.
Ibid., Short Forms, and Subsequent Notes
Once a source has been cited in full, every subsequent reference to it uses a shortened form. This is not optional — writing out the full note every time suggests unfamiliarity with the system, and it clutters the footnotes.
Wrong — Full Note Repeated Every Time
1. Saidiya Hartman, Wayward Lives (New York: Norton, 2019), 34.
3. Saidiya Hartman, Wayward Lives (New York: Norton, 2019), 89.
7. Saidiya Hartman, Wayward Lives (New York: Norton, 2019), 134.
Repeating the full note after the first citation wastes space and signals that you do not know the short-form rule.
Correct — Short Form After First Full Note
1. Saidiya Hartman, Wayward Lives (New York: Norton, 2019), 34.
3. Hartman, Wayward Lives, 89.
7. Hartman, Wayward Lives, 134.
Short form: Last name, shortened title (italicised for a book), page. That is it.
Ibid. means “the same as the immediately preceding note.” If note 9 cites Hartman and note 10 cites a different source, you cannot write Ibid. in note 11 to refer back to Hartman. Note 10 breaks the chain. Use the short form: Hartman, Wayward Lives, 134. When unsure whether Ibid. applies, use the short form — it is always correct. Ibid. is a convenience, not a requirement, and misusing it is a clear formatting error.
A number of style guides and university departments now prefer shortened citations throughout — dropping Ibid. entirely. The 17th edition still permits it, but check your department’s preference. If your marking criteria or module handbook does not mention Ibid., using the short form consistently is a safe and always-acceptable approach.
Special Cases: No Author, No Date, No Page
No Author
Use the title in place of the author. In footnotes: start with the title (shortened if long). In author-date in-text: (Shortened Title Year) for standalone works; (“Shortened Title” Year) for articles. In the bibliography or reference list: alphabetise by the first significant word of the title — skip “A,” “An,” “The.” Do not write “Anonymous” unless that is literally how the work was published.
No Date
Use “n.d.” in both systems. Footnote: (n.d.). Bibliography year: n.d. Author-date in-text: (Smith n.d.). Reference list year slot: n.d. Before marking something as no date, check the page footer, URL structure, any “last updated” line, or the site’s sitemap metadata. Try the Wayback Machine if the page has been updated or taken down.
No Page Number
For direct quotes from sources with no page numbers, use a paragraph number (para. 3), a section heading (“under ‘Methodology'”), or a timestamp for audio/video (00:03:45). Author-date: (Smith 2021, para. 3). Footnote: Smith, “Title,” para. 3. Do not invent a page number or omit the locator entirely for a direct quote.
No Publisher or Place
Place of publication unknown: n.p. Publisher unknown: also n.p. (context clarifies which is missing), or write “no publisher” for clarity. For self-published works, the author is effectively the publisher. Genuinely obscure sources: check the library catalogue record, which often fills in publication details that are not on the cover.
Chicago vs Turabian vs APA vs MLA
Students are often assigned a style without being told why that style, or what the differences are. Here is what actually distinguishes them — not the fine formatting details, but the structural logic.
| Style | Systems Available | Primary Disciplines | Key Characteristic |
|---|---|---|---|
| Chicago (17th ed.) | Notes-bibliography & Author-date | History, humanities, social sciences | Two systems; publisher-oriented guide; comprehensive |
| Turabian (9th ed.) | Notes-bibliography & Author-date | Same as Chicago — student adaptation | Adds thesis/dissertation formatting; student-specific guidance. See our Turabian citation guide. |
| APA (7th ed.) | Author-date only | Psychology, education, social sciences, nursing | (Author, Year, p. page) — comma between author and year; “p.” before page |
| MLA (9th ed.) | Author-page only | English literature, humanities (US context) | (Author page) in-text; Works Cited list; no year in parenthetical |
Chicago vs APA — The In-Text Difference That Matters
Both can use author-date, but the format differs. Chicago: (Smith 2021, 45) — no comma, no “p.” APA: (Smith, 2021, p. 45) — comma after name, “p.” before page. These are small but consistent differences. Mixing them produces a hybrid format that satisfies neither style. Check which one your department requires and apply it uniformly.
Chicago vs Turabian — The Practical Difference
The citation rules are the same. Turabian adds student-facing guidance on title pages, paper formatting, and thesis submissions. If your guidelines say “Chicago,” Turabian is acceptable. If they say “Turabian,” use the manual — specifically for the formatting chapters. For citation format questions, the two manuals give the same answer.
Common Errors That Cost Marks
Using the Wrong System for Your Discipline
Footnotes in a sociology paper. Parenthetical citations in a history essay. Even if every individual citation is formatted correctly within that system, using the wrong system for the discipline is a structural error — and markers in subject departments notice it immediately.
Confirm the System Before You Start
Check the assignment brief. If it does not specify, look at how your department cites in published work or on the module reading list. Humanities: notes-bibliography. Social and natural sciences: author-date. One confirmation up front saves hours of reformatting.
Reversed Name in Footnotes
“1. Smith, John, Title…” — the reversed name format is for the bibliography only. Footnotes use First Last. This is one of the most common formatting errors in Chicago notes-bibliography papers.
First Last in Footnotes, Last First in Bibliography
The reversal in the bibliography exists for alphabetisation — the reader scans by surname. Footnotes are sequential notes, not an alphabetical list, so normal name order applies. Learn the distinction and apply it consistently.
Misusing Ibid.
Using Ibid. when any note appears between the current note and the previous citation of that source. Ibid. means the immediately preceding note. One intervening note breaks it. Using Ibid. across a gap is a clear formatting error.
Short Form When Ibid. Does Not Apply
Short form: Last, Shortened Title, page. Always correct — no exceptions. Use the short form whenever you are uncertain whether Ibid. applies. It is never wrong, whereas misapplied Ibid. always is.
Year Position Swapped Between Systems
“Smith, John. Title. Place: Publisher, 2021.” — this is N-B bibliography format. In an author-date reference list, the year comes second: “Smith, John. 2021. Title. Place: Publisher.” Mixing formats in a reference list is one of the most common errors when students switch between styles.
Year Second in Author-Date, Year Last in N-B Bibliography
Author-date: Last, First. Year. Title. Place: Publisher. N-B bibliography: Last, First. Title. Place: Publisher, Year. If you can remember just this one structural difference between the two systems, you avoid the most common reference list error.
Comma Between Author and Year in Author-Date
(Smith, 2021) is Harvard style. Chicago author-date is (Smith 2021). No comma. Students trained in Harvard referencing write this habitually. In Chicago, it is always wrong.
(Smith 2021) — No Comma in Chicago Author-Date
Check every in-text citation before submitting if you have written papers in Harvard before. The comma is not there in Chicago. Find-and-replace will not catch this one — you have to read through them.
Citations in Bibliography Without Matching Footnotes
Adding sources to the bibliography that were not cited in the footnotes. This looks like padding — and markers check for it. The bibliography in notes-bibliography lists sources you cited, not sources you read.
Bibliography = What You Cited
Every footnoted source gets a bibliography entry. Every bibliography entry should correspond to a footnote. If you want to acknowledge sources you consulted but did not cite, your instructor needs to specifically ask for a “Works Consulted” list — that is a separate section, not an extended bibliography.
Frequently Asked Questions About Chicago Format
Chicago Citations Slowing You Down?
From footnote formatting and bibliography structure to full academic writing support across Chicago, Turabian, Harvard, APA, MLA, and OSCOLA — our specialist team helps students get citations right the first time.
Academic Writing Services Get StartedWhat It Actually Takes to Get Chicago Right
The students who lose marks on Chicago are mostly not the ones who ignored the formatting rules. They are the ones who found one template, applied it to every source type, and assumed one format covers all situations. It does not. A book footnote differs from a journal footnote. The bibliography entry differs from the footnote for the same source. The author-date reference list uses a different year position from the notes-bibliography bibliography.
Three things prevent most Chicago errors. First: confirm which system — notes-bibliography or author-date — before you write a single citation. Second: learn the structural differences between footnotes and bibliography entries if you are in notes-bibliography. They use the same information in different order with different punctuation, and you cannot treat them as interchangeable. Third: check your in-text signals against your bibliography or reference list before submitting. Every citation needs a matching entry. Every entry needs to have been cited.
Citation generators can handle basic structure. They do not know which Chicago system your department uses. They frequently mix up footnote and bibliography formatting. They miss access dates, misformat DOIs, and sometimes apply Harvard or APA conventions without flagging it. Use them to get a starting structure. Then verify the output against the 17th edition or your institution’s Chicago guide before submitting.
For structured support with Chicago citations, bibliography and reference list auditing, and broader academic writing support from undergraduate essays to postgraduate dissertations — our academic writing services, citation and referencing support, and proofreading and editing services cover every major referencing style.
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