Citation Guide

INFORMS: Essential Rules

Accessed Dates and URL Formatting

  • Always include date accessed for webpages.
  • Always include a period at the end of the URL.
  • Do not insert a hard or soft return within the URL string; doing so breaks the link.

Author Names: Honorifics

Do not include honorifics (Dr., Col., Professor, etc.) when citing author names. Including these titles in the body of your document is acceptable.

Identifying Authors of Official Documents

For the National Security Strategy, cite the president as the author.

For other official documents, the author is the organization immediately responsible for creating the document. In the example below, the author is the Office of the Chief of Naval Operations and the publisher is the Department of the Navy.

Identifying organizational authors

 

In the example above, the author is NOT an umbrella organization, signatory, or any of the following:

  • Chief of Naval Operations
  • Deputy Chief of Naval Operations
  • W. F. Moran
  • Department of Defense
  • Navy Pentagon
  • R. P. Burke
  • United States of America​

Do not include acronyms for organizations listed as authors in the List of References or footnotes:

  • YES: Office of the Chief of Naval Operations.
  • NO: Office of the Chief of Naval Operations (CNO or OCNO).
  • NO: CNO or OCNO.

Bibliography vs. List of References

What is the difference between them?

  • A Bibliography lists all works cited and consulted
  • A List of References includes all works cited in a text

The NPS Thesis Processing Office prefers a List of References for the following: 

  • Thesis
  • Capstone project report
  • MBA report
  • Dissertation

Capitalization: Title Case vs. Sentence case

Title Case Sentence case
Love among the Ruins: A Memoir of Life and Love in Hamburg, 1945 Love among the ruins: A memoir of life and love in Hamburg, 1945

Capitalize everything except:

  • conjunctions (and, but, or, etc.)
  • prepositions (to, of, on, among, between, etc.)
  • articles (a, an, the)

Capitalize only:

  • the first words in titles and subtitles
  • proper nouns

 

Note: Always format the information in your citations (titles, author names, etc.) according to the requirements of the citation style you are using, regardless of how it appears in the original source.

Equations

Every equation that is not field-specific common knowledge needs to be cited. You may weave the source into the narrative:

  • The next step was to apply the X method (Ochoa 2022), to describe ...
  • Ochoa (2022) summarizes the derivation as follows ...

Here is an example of citing properly before the equation. Note the period at the end. Equations must function grammatically as part of the text:

Boito et al. (2015) address the widely used metric, the cost per flying hours (CPFH). The formula for CPFH is

APA citing an equation

Adapted from Moreau P P (2022) A cost-effectiveness analysis of C-12 variant airborne ISR capabilities in the Marine Corps. Master's thesis, Naval Postgraduate School, Department of Dragon Husbandry, Naval Postgraduate School, Monterey, CA. https://calhoun.nps.edu/handle/10945/69689.


And here is an example of how to cite an equation after it is presented:

Cost per Aircraft (PAI) was the next metric we looked at as an alternative. This metric, expressed as

APA citing an equation,

takes the total O&S costs and divides it by the total number of aircraft (Boito et al. 2015).

Adapted from Moreau P P (2022) A cost-effectiveness analysis of C-12 variant airborne ISR capabilities in the Marine Corps. Master's thesis, Naval Postgraduate School, Department of Dragon Husbandry, Naval Postgraduate School, Monterey, CA. https://calhoun.nps.edu/handle/10945/69689.

Figures / Images / Graphs

A citation is required if you did not wholly create the figure—i.e., if you used someone else's image or data. A citation is not needed when all elements of the figure are your own creation.

See Figure 1 for placement of the title and the in-text citation.

  • Put a period and a space after the title.
  • If you use the figure exactly as it appears in the source, use
    “Source: ___.”
  • If you alter the original figure or use someone else's image or data to create the figure, use “Adapted from ___.”

Figures image box

Figure 1.    A Figure with a Citation in APA, Chicago Author-Date, or INFORMS Style. Source: Author (2017).

or

Figure 1.    A Figure with a Citation in APA, Chicago Author-Date, or INFORMS Style. Adapted from Author (2017).


For more details see the Thesis Template.

How often to cite?

  • Remember: one citation at the end of a string of sentences or a paragraph cannot “cover” the entire section.
     
  • Cite a source the first time it is used in each paragraph.
     
  • Every sentence thereafter in the paragraph that uses information from this same source must contain either a signal phrase or a citation clearly indicating where the information came from.
     
    • Note: always use a citation (even if you also use a signal phrase) every time you quote material.

In-text Citation Placement & Signal Phrases

Where in the sentence does my in-text citation go?

  • If you name your source(s) in a given sentence, a parenthetical citation containing only the year always follows immediately after the name(s) of the author(s). Example: In contrast to earlier work by Abbott and Costello (1999), Laurel and Hardy (2008) propose an altogether different model for optimizing hat density …
     
  • If you do not explicitly name your source(s) in a given sentence, a single parenthetical citation goes at the end of the sentence or clause it covers (Goffman 1974), inside the punctuation, like this (Melville 1851).
    • “If the sentence ends with a quotation, close the quote, then place the citation between the quotation marks and the punctuation, like this” (Woolf 1931, p. 22).
       
  • Do not insert spaces between a parenthetical citation and the punctuation that follows it.

In the paragraph below, the  parenthetical in-text citations are highlighted in yellow, and the signal phrases are in blue. Note that the second sentence is common knowledge, whereas the final sentence is clearly the opinion of the author.

Red and yellow are the best colors with which to decorate your restaurant because they induce feelings of hunger (Smith and Jones 2009). Consider popular fast-food chains, which often use red and yellow in their advertising and décor. According to Smith and Jones’ study (2009), restaurant customers felt more energized in red and yellow environments, which encouraged them to order more food. The same study indicated that patrons felt relaxed in blue and purple environments, which encouraged them to “spend more time considering the menu options and eat at a slower pace” (p. 452). Although blue décor can give your restaurant a more casual, laid-back feel (Kramer 1999)Smith and Jones believe it encourages patrons to linger at their tables without ordering additional food or beverages. Accordingly, it is difficult to identify a popular chain restaurant that decorates with calmer hues.

Missing Info

If any information is missing from a source (a journal with no volume number, for example), simply omit that information. For sources consulted in hardcopy, omit the URL and any additional verbiage that introduces it. Anything retrieved online, however, MUST have a link. The only exception is journals retrieved from a subscription database such as ProQuest. 

Multiple Authors, et al.

  • One or two authors:
    • In the reference list, include all of them
    • In the text, include all of them
  • Three to ten authors:
    • In the reference list, include all of them
    • In the text, list only the first author, followed by et al. (“and others”)
  • Eleven or more authors:
    • In the reference list, include only the first seven, followed by et al.
    • In the text, list only the first author, followed by et al. (“and others”)

Same Author, Multiple Works / Multiple Sources in One Citation

Examples given are for books; follow the appropriate style for the source type you are citing.

Source Generic Example Actual Example

Same author, same year, different sources

  • List sources in alphabetical order by title in the List of References (ignoring initial "a," "an," or "the") and append a lowercase letter to the year.
Source 1

R: Author AA (year + a) Title of Book 1 in Title Case and Italics (Publisher, Place of Publication).

T: (Author year + a)

R: Hawthorne M (2006a) The Cannibal’s Dilemma: An Unnatural History of Four Siblings (Penguin, New York).

T: (Hawthorne 2006a)

Source 2

R: Author AA (year+b) Title of Book 2 in Title Case and Italics (Publisher, Place of Publication).

T: (Author year + b)

R: Hawthorne M (2006b) Having People for Dinner: A Guide for the Home Cook (Penguin, New York).

T: (Hawthorne 2006b)

Combined

T (both sources): Author Last Name year + a, year + b)

T (both sources): (Hawthorne 2006a, 2006b)

Same author, different year, different sources

  • List sources in chronological order.
Source 1

R: Author AA (year) Title of Book 1 in Title Case and Italics (Publisher, Place of Publication).

T: (Author year)

R: Hawthorne M (2006) Having People for Dinner: A Guide for the Home Cook (Penguin, New York).

T: (Hawthorne 2006)

Source 2

R: Author AA (year) Title of Book 2 in Title Case and Italics (Publisher, Place of Publication).

T: (Author year)

R: Hawthorne P (2008) Regrets (Penguin, New York).

T: (Hawthorne 2008)

Combined

T (both sources): (Author year 1, year 2)

T (both sources): (Hawthorne 2006, 2008)

Different authors, different years

  • Place references in alphabetical order and separate them with a semicolon. Ensure all authors appear in the list of references.
Combined
T: (Author 1 year; Author 2 year)

T: (Hawthorne 2006b; Norton 1998; Stulberg 2014)

 

No Date Given

To cite an undated document, put the year you accessed the material in parentheses in both in-text citations and the list of references.

Page Numbers

For direct quotes, add page numbers to the in-text citation only.

Example: (Haynes 2009, p. 70)


For book chapters, include page-number range in List of References/Bibliography.

Example: Cordesman AH, Mausner A, Kasten D (2009) Introduction. Python MM, Monty PP, eds. Winning in Afghanistan: Creating Effective Afghan Security Forces (Center for Strategic and International Studies, Washington, DC), 15–25.

Print vs. Online Sources

When citing a source retrieved online, use the "online" format even when you or someone else printed out the material. For example, if you print out a thesis or your advisor provides you with a printed thesis, it is still categorized as an online document.

Only cite as a print source when the material has been produced by a publisher in hard copy. For example, if you obtain a print journal or book from the library stacks, it is categorized as a printed source.

Secondary / Indirect Sources

An indirect source is a source that cites some other work that you discuss in your text.

Whenever possible, consult primary sources and your sources’ sources yourself. Upon investigation of the primary source, you may find you disagree with the indirect source author’s analysis or methods.


How to Incorporate Indirect Sources

The following passage incorporates a properly credited indirect source. The indirect source information is highlighted in yellow; the primary source information is highlighted in blue.

Walker (2008) describes Miguel Roig’s 1999 experiment, which correlates inadequate paraphrasing in student writing with poor reading comprehension. Citing Roig’s data, Walker explains that “students do in fact possess skills necessary for paraphrasing but … may be impeded from applying those skills when dealing with rigorous text” (p. 387).

Note: Include only the indirect source (the source you consulted) in your reference list.


For more information

See the TPO's "Citing Your Sources’ Sources" handout.

Tables

A citation is required if you did not wholly create the table—i.e., if you used someone else's data. A citation is not needed when all elements of the table are your own creation.

See Table 1 for placement of the title and the in-text citation.

  • Put a period and a space after the title.
  • If you use the table exactly as it appears in the source, use
    “Source: ___.”
  • If you alter the original table or if you use someone else's data to create the table, use “Adapted from ___.”

 

Table 1.    A Table with a Citation in APA, Chicago Author-Date, or INFORMS Style. Source: Author (2017).

or

Table 1.     A Table with a Citation in APA, Chicago Author-Date, or INFORMS Style. Adapted from Author (2017).

table


For more details see the Thesis Template.

Additional Resource