Citing Business Sources

Examples have been created using the reference list format in the Chicago Manual of Style, 16th edition (2010). Consult "Recommended Resources" for detailed information and further guidance.

                                       Select a format to view sample citations
Analyst Report Annual Report Book E-mail
Journal Article Magazine Article Market Report News Article
Press Release SEC Document Website Database Article from ...


Basic citations are in plain text; red text indicates information you add if an online source.

  • Note #1: For online sources, ALWAYS include the name of library database (OR full URL, if citing a non-library resource).
  • Note #2: In formatting your REFERENCES (Bibliography), alphabetize source citations by author (or by title, if no author). Each entry will be a "hanging indentation" (1st line flush left; indent subsequent lines 5 spaces).

Analyst Report

Basic Form:

Author, "title," analyst company, date.

For footnote only, number each Note and provide citation page/s (or paragraph/s for online without pages).
For library databases, add database, date of accession.

Footnote / Endnote Format (N)

  1. Rick White, "Semis-Stock Selloff a Major Buying Opportunity," Caris & Company, Mar. 8, 2012, pp. 34-35, available from Thomson One, accessed June 12, 2013.
  2. Oppenheimer & Co., Inc., "Analyst Day Provides Vision, Repositioning Requires a Longer-Term Perspective," October 23, 2011, p. 2, available from Thomson One, accessed May 4, 2013.

Bibliography Format (B)

Oppenheimer & Co., Inc. "Analyst Day Provides Vision, Repositioning Requires a Longer-Term     Perspective." October 23, 2011. Available from Thomson One, accessed May 4, 2013.

White, Rick. "Semis-Stock Selloff a Major Buying Opportunity." Caris & Company. March 8, 2012.      Available from Thomson One, accessed June 12, 2013.

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Annual Report

Basic Form:

Company name, title, publication date, page/s cited.

For online source, add source, URL, date of accession.

Footnote / Endnote Format (N)

  1. Southwest Airlines Co., 2012 Annual Report, Dec. 31, 2012, p. 5, from Southwest Airlines Co. investor relations website, http://www.southwest.com/investor_relations/swaar08.pdf, accessed July 12, 2013.

Bibliography Format (B)

Southwest Airlines Co. 2012 Annual Report. Dec. 31, 2012. http://www.southwest.com/investor_relations/2012, accessed July 12, 2013.

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Book

Basic Form:

Author, title, (publisher information, date). In Notes, list the page numbers.

Footnote / Endnote Format (N)

  1. Art Kleiner, The Age of Heretics: A History of Radical Thinkers Who Reinvented Corporate Management, 2nd ed. (San Francisco: Jossey-Bass, 2008), p. 101.

Bibliography Format (B)

Kleiner, Art. The Age of Heretics: A History of Radical Thinkers Who Reinvented Corporate Management, 2nd ed. San Francisco: Jossey-Bass, 2008.

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E-mail

Basic Form:

Sender's name, 'Message Title," recipient's name, date.

Footnote / Endnote Format (N)

  1. John A. Smith, jsmith@emailserver.com, "Reference Question," to eLibrarian, eLibrarian@mailserver.com, Apr. 18, 2013.

Bibliography Format (B)

Smith, John A. "Reference Question." To eLibrarian. Apr. 18, 2013.

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Journal Article

Basic Form:

Author/s, "title," journal, date, page/s.

For library database, add database, date of accession.

Footnote / Endnote Format (N)

  1. Mahmut Parlar and Kevin Weng, "Coordinating pricing and production decisions in the presence of price competition." European Journal of Operational Research Vol. 173 (1), April 2013, p. 212, available from Business Source Complete, accessed July 12, 2013.

Bibliography Format (B)

Parlar, Mahmut, and Weng, Z. Kevin. "Coordinating pricing and production decisions in the presence of price competition." Journal of Operational Research Vol. 173 (1). April 2013. pp. 211-227. Available from Business Source Complete, accessed July 12, 2013.

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Magazine Article

Basic Form:

Author, "title," magazine, date, page/s.

For library database, add database, date of accession.

Footnote / Endnote Format (N)

  1. Bill Cotton, "From office boy to CEO," Chartered Accountants Journal Vol. 85 (6), June 2013, p. 72, available from Business Source Complete, accessed July 8, 2013.

Bibliography Format (B)

Cotton, Bill. "From office boy to CEO." Chartered Accountants Journal Vol. 85 (6). June 2013. pp. 72-75. Available from Business Source Complete, accessed July 8, 2013.

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Market Report

Basic Form:

Author, "title," market research co. if known, date of publication.

For library database, add database, date of accession.

Footnote / Endnote Format (N)

  1. Jeff Grau, "Offshore Business Process Outsourcing," May 2013, available from eMarketer, accessed June 18, 2013.

Bibliography Format (B)

Grau, Jeff. "Offshore Business Process Outsourcing." May, 2013. Available from eMarketer, accessed June 18, 2013.

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News Article

Basic Form:

Author, "title," newspaper, date, page/s.

For library database, add database, date of accession.

Footnote / Endnote Format (N)

  1. Randall Smith, "SEC Looks at How Insiders Use Exchange Funds," The Wall Street Journal, July 7, 2013, A1.
  2. Micheline Maynard, "Delta to Cut Up to 7,000 Jobs in Restructuring Bid," The New York Times, June 3, 2013, New York Times on the Web, accessed June 28, 2013.

Bibliography Format (B)

Maynard, Micheline. "Delta to Cut Up to 7,000 Jobs in Restructuring Bid." The New York Times. June 3, 2013. New York Times on the Web, accessed June 28, 2013.

Smith, Randall. "SEC Looks at How Insiders Use Exchange Funds." The Wall Street Journal. July 7, 2013. A1.

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Press Release

Basic Form:

"Title," Co. name press release, date.

For web source, add source name, URL, date of accession.

Footnote / Endnote Format (N)

  1. "Microsoft and Netflix Enhance Movie Watch on the PC," Microsoft Corp. press release, May 20, 2013, on the Microsoft Corp. website, http://www.microsoft.com/Presspass/, accessed June 23, 2013.

Bibliography Format (B)

Microsoft Corp. "New Microsoft Entertainment Products Continue Transformation of Digital Media."  Microsoft Corp. press release, May 20, 2013. Microsoft Corp. website. http://www.microsoft.com/Presspass/, accessed June 23, 2013.

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SEC Documents

Basic Form:

Company name, title, (date filed with the SEC), page/s cited.

If online, add source, full URL, date of accession.

Footnote / Endnote Format (N)

  1. Dell, Inc., FY12-Q3 Form 10-Q for the Period Ending October 31, 2012 (filed Nov. 14, 2012), p.2, from Dell Inc. website, http://www.dell.com/reports/2012_Q3, accessed May 18, 2013.

Bibliography Format (B)

Dell, Inc. FY12-Q3 Form 10-Q for the Period Ending October 31, 2012. Filed Nov. 14, 2012. Dell Inc. website. http://www.dell.com/reports/2012_Q3, accessed May 18, 2013.

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Website

Basic Form:

Site creator, "title," date of last update, and brief description if necessary.

In note, include URL, date of accession.

Footnote / Endnote Format (N)

  1. Rosenfeld Library, "Business Databases at a Glance," November, 2012, accessed June 19, 2013.
  2. Walt Disney Company, "Disney's Investors Relations-FAQs," Walt Disney Company website, http://disney.go.com/corporate/investors/shareholder/faq.html, accessed July 9, 2013.

Bibliography Format (B)

Rosenfeld Library. "Business Databases at a Glance." November, 2012. Accessed June 19, 2013.

Walt Disney Company. "Disney's Investors Relations-FAQs." Walt Disney Company website, accessed July 9, 2013.

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Database Articles from ... Factiva, Forrester, Thomson One, etc.

Basic Form:

Author, "title," original publication, date, database, date of accession.

For library database, add database, date of accession.

Footnote / Endnote Format (N)

  1. Teri Agins, "Suit Yourself: As Consumers Mix and Match, Fashion Industry Starts to Fray," The Wall Street Journal, April 2, 2013, available from Factiva, accessed April 8, 2013.
  2. Rachid El Mousti, "Planning Assumptions: U. S. Pager Market Overview," Dec. 6, 2012, available from Forrester Research, accessed March 13, 2013.
  3. Coca-Cola Company, 2012 Summary Annual Report, Dec. 31, 2012, available from Thomson One, accessed March 20, 2013.
  4. New York State Society of Certified Public Accountants, "The nature and disclosure of fees paid to auditors: An analysis before and after the Sarbanes-Oxley Act," table in "United States auditors' audit and nonaudit revenue in dollars for 2005 to 2012," CPA Journal Vol. 76 (5), May, 2013, available from TableBase, accessed June 11, 2013.

Bibliography Format (B)

Agins, Teri. "Suit Yourself: As Consumers Mix and Match, Fashion Industry Starts to Fray." The Wall Street Journal. April 2, 2013. Available from Factiva, accessed April 8, 2013.

Coca-Cola Company. 2012 Summary Annual Report. Dec. 31, 2012. Available from Thomson One, accessed March 20, 2013.

El Mousti, Rachid. "Planning Assumptions: U. S. Pager Market Overview." Dec. 6, 2012. Available from Forrester Research, accessed March 13, 2013.

New York State Society of Certified Public Accountants, "The nature and disclosure of fees paid to auditors: An analysis before and after the Sarbanes-Oxley Act." Table in the "United States auditors' audit and nonaudit revenue in dollars for 2005 to 2010." CPA Journal. May 2013. Vol. 76 (5), pp. 28-35. Available from TableBase, accessed June 11, 2013.

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Page last modified October 15, 2013, by Monica Hagan.

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