Chapter 9: Citations and Referencing

9.2 Documenting Source Material

Learning Objectives

  • Identify when to summarize, paraphrase, and directly quote information from research sources
  • Identify when citations are needed
  • Introduce sources
  • Throughout the writing process, be scrupulous about documenting information taken from sources. The purpose of doing so is twofold:
  • To give credit to other writers or researchers for their ideas
  • To allow your reader to follow up and learn more about the topic if desired

You will cite sources within the body of your paper and at the end of the paper in your references section. For this assignment, you will use the citation format used by the American Psychological Association (also known as APA style). Within this course and for all of your courses at JIBC, you will need to follow the JIBC APA Reference Guide when formatting citations and references within your papers.

This section covers the nitty-gritty details of in-text citations. You will learn how to format citations for different types of source materials, whether you are citing brief quotations, paraphrasing ideas, or quoting longer passages. You will also learn techniques you can use to introduce quoted and paraphrased material effectively. Keep this section handy as a reference to consult while writing the body of your paper.

Formatting Cited Material: The Basics

In-text citations usually provide the name of the author(s) and the year the source was published. For direct quotations, the page number must also be included. Use past tense verbs when introducing a quote: for example, “Smith found…,” not “Smith finds.…”

Citing Sources in the Body of Your Paper

Intext citations document your sources within the body of your paper. These include two vital pieces of information: the author’s name and the year the source material was published. When quoting a print source, also include in the citation the page number where the quoted material originally appears. The page number follows the year in the in-text citation. Page numbers are necessary only when content has been directly quoted, not when it has been summarized or paraphrased.

Using Source Material in Your Paper

One of the challenges of writing a research paper is successfully integrating your ideas with material from your sources. Your paper must explain what you think, or it will read like a disconnected string of facts and quotations. However, you also need to support your ideas with research, or they will seem insubstantial. How do you strike the right balance?

In your essay, the introduction and conclusion function like the frame around a picture. They define and limit your topic and place your research in context. In the body paragraphs of your paper, you need to integrate ideas carefully at the paragraph level and at the sentence level. You will use topic sentences in your paragraphs to make sure readers understand the significance of any facts, details, or quotations you cite. You will also include sentences that transition between ideas from your research, either within a paragraph or between paragraphs. At the sentence level, you will need to think carefully about how you introduce paraphrased and quoted material.

Earlier you learned about summarizing, paraphrasing, and quoting when taking notes. In the next few sections, you will learn how to use these techniques in the body of your paper to weave in source material to support your ideas.

Summarizing Sources

Look back at Section 3.2: Summarizing to refresh your memory of how Jorge summarized the article. As was mentioned there, when you are summarizing, you are focusing on identifying and sharing the main elements of a source. This is when you paraphrase the concepts and put them in your own words, demonstrating you have a firm understanding of the concepts presented and are able to incorporate them into your own paper.

Within a paragraph, this information may appear as part of your introduction to the material or as a parenthetical citation at the end of a sentence. Read the examples that follow.


Leibowitz (2008) found that low-carbohydrate diets often helped subjects with Type II diabetes maintain a healthy weight and control blood sugar levels.

The introduction to the source material (the attributive tag) includes the author’s name followed by the year of publication in parentheses.

Low-carbohydrate diets often help subjects with Type II diabetes maintain a healthy weight and control blood sugar levels (Leibowitz, 2008).

The parenthetical citation at the end of the sentence includes the author’s name, a comma, and the year the source was published. The period at the end of the sentence comes after the parentheses.

Formatting Paraphrased and Summarized Material

When you paraphrase or summarize ideas from a source, you follow the same guidelines previously provided, except that you are not required to provide the page number where the ideas are located. If you are summing up the main findings of a research article, simply providing the author’s name and publication year may suffice, but if you are paraphrasing a more specific idea, consider including the page number.

Read the following examples.


Chang (2008) pointed out that weight-bearing exercise has many potential benefits for women.

Here, the writer is summarizing a major idea that recurs throughout the source material. No page reference is needed.

Chang (2008) found that weight-bearing exercise could help women maintain or even increase bone density through middle age and beyond, reducing the likelihood that they will develop osteoporosis in later life (p. 86).

Although the writer is not directly quoting the source, this passage paraphrases a specific detail, so the writer chose to include the page number where the information is located.

Introducing Cited Material Effectively

Including an introductory phrase in your text, such as “Jackson wrote” or “Copeland found,” often helps you integrate source material smoothly. This citation technique also helps convey that you are actively engaged with your source material. Unfortunately, during the process of writing your research paper, it is easy to fall into a rut and use the same few dull verbs repeatedly, such as “Jones said,” “Smith stated,” and so on.

Punch up your writing by using strong verbs that help your reader understand how the source material presents ideas. There is a world of difference between an author who “suggests” and one who “claims,” one who “questions” and one who “criticizes.” You do not need to consult your thesaurus every time you cite a source, but do think about which verbs will accurately represent the ideas and make your writing more engaging. Strong Verbs for Introducing Cited Material shows some possibilities.

Strong Verbs for Introducing Cited Material

  • ask
  • suggest
  • question
  • recommend
  • determine
  • insist
  • explain
  • assert
  • claim
  • hypothesize
  • measure
  • argue
  • propose
  • compare
  • contrast
  • evaluate
  • conclude
  • find
  • study
  • sum up
  • believe
  • warn
  • point out
  • assess

H5P: For each of the sentences below, choose the best verb for the job. Get into the habit of thinking through how you introduce cited material to your reader. There’s nothing more confusing than a quotation lobbed out of nowhere!

  1. Johal (2015)               that his discovery was earth-shattering, but Best & MacDonald (2017)               persuasively that he is incorrect.
  2. Lindsay (2020)               where the fossil record has gone.
  3. While there are many aspects to healthy living, the primacy of the Canada Food Guide for much of modern history               that nutrition is a critical component.
  4. In her groundbreaking research, DeWit (2019)               a new way of looking at the stars.
  5. In three different studies, Johnson (2014, 2015, 2018)               drivers to pedestrians in terms of level of aggression displayed.
  6. Most experts               against the dangers of climate change starting in the 1970s.
  7. Loxman (2003)               the relationship between dogs and their owners.


  1. argued
  2. warned
  3. suggested
  4. claimed
  5. compared
  6. proposed
  7. asked
  8. studied

Answer Key

  1. D, A
  2. G
  3. C
  4. F
  5. E
  6. B
  7. H

When to Cite

Any idea or fact taken from an outside source must be cited, in both the body of your paper and the references. The only exceptions are facts or general statements that are common knowledge. Common knowledge facts or general statements are commonly supported by and found in multiple sources. For example, a writer would not need to cite the statement that most breads, pastas, and cereals are high in carbohydrates; this is well known and well documented. However, if a writer explained in detail the differences among the chemical structures of carbohydrates, proteins, and fats, a citation would be necessary. When in doubt, cite!

H5P: To Cite or Not to Cite

For each example of a piece of evidence, state whether you need to cite or not cite the original source.

  1. A general fact about the periodic table you found in an encyclopedia
    1. do need to cite
    2. don’t need to cite
  2. A brief summary of a study you read, written in your own words
    1. do need to cite
    2. don’t need to cite
  3. The dictionary definition of a key term
    1. do need to cite
    2. don’t need to cite
  4. A paraphrase of an idea in one of your source articles
    1. do need to cite
    2. don’t need to cite

Answer Key

  1. B
  2. A
  3. B
  4. A

Fair Dealing

In recent years, issues related to the fair use of sources have been prevalent in popular culture. Recording artists, for example, may disagree about the extent to which one has the right to sample another’s music. For academic purposes, however, the guidelines for fair dealing are reasonably straightforward.

Writers may quote from or paraphrase material from previously published works without formally obtaining the copyright holder’s permission. Fair dealing in copyright law allows a writer to legitimately use brief excerpts from source material to support and develop his or her own ideas. For instance, a columnist may excerpt a few sentences from a novel when writing a book review. However, quoting or paraphrasing another’s work excessively, to the extent that large sections of the writing are unoriginal, is not fair dealing.

As he worked on his draft, Jorge was careful to cite his sources correctly and not to rely excessively on any one source. Occasionally, however, he caught himself quoting a source at great length. In those instances, he highlighted the paragraph in question so that he could go back to it later and revise. Read the example, along with Jorge’s revision.


Heinz (2009) found that “subjects in the low-carbohydrate group (30% carbohydrates; 40% protein, 30% fat) had a mean weight loss of 10 kg (22 lbs) over a four-month period.” These results were “noticeably better than results for subjects on a low-fat diet (45% carbohydrates, 35% protein, 20% fat)” whose average weight loss was only “7 kg (15.4 lbs) in the same period.” From this, it can be concluded that “low-carbohydrate diets obtain more rapid results.” Other researchers agree that “at least in the short term, patients following low-carbohydrate diets enjoy greater success” than those who follow alternative plans (Johnson & Crowe, 2010).

Self-Practice Exercise 9.1

H5P: Summary

Paraphrasing practice is always a good thing! Take a look at Jorge’s “summary” above. Notice he is not really summarizing but rather quoting. While this is technically not plagiarism, it does not show any processing of the information from the original source. It is just copying and pasting; the end result seems very choppy, and a lot of the information can be generalized.

For this exercise, try to rewrite Jorge’s summary in your own words. Remember to try to catch all the key terms and concepts.


Low-carbohydrate diets may indeed be superior to other diet plans for short-term weight loss. In a study comparing low-carbohydrate diets and low-fat diets, Heinz (2009) found that subjects who followed a low-carbohydrate plan (30% of total calories) for four months lost, on average, about 3 kilograms more than subjects who followed a low-fat diet for the same time. Heinz concluded that these plans yield quick results, an idea supported by a similar study conducted by Johnson and Crowe (2010). What remains to be seen, however, is whether this initial success can be sustained for longer periods.

As Jorge revised the paragraph, he realized he did not need to quote these sources directly. Instead, he paraphrased their most important findings. He also made sure to include a topic sentence stating the main idea of the paragraph and a concluding sentence that transitioned to the next major topic in his essay.

Tip: It is extremely important to remember that even though you are summarizing and paraphrasing from another source—not quoting—you must still include a citation, including the last name(s) of the author(s) and the year of publication.


Additionally, marijuana burning creates toxins; this strategy is counterproductive, and there are numerous individual hazards associated with using the plant as medicine (Ogborne, Smart, & Adlaf, 2000).

Example taken from:

Writing Commons. (2014, September). Open Text. Retrieved from

Writing at Work

It is important to accurately represent a colleague’s ideas or communications in the workplace. When writing professional or academic papers, be mindful of how the words you use to describe someone’s tone or ideas carry certain connotations. Do not say a source “argues” a particular point unless an argument is, in fact, presented. Use lively language, but avoid language that is emotionally charged. Doing so will ensure you have represented your colleague’s words in an authentic and accurate way.

Key Takeaways

  • An effective research paper focuses on the writer’s ideas. The introduction and conclusion present and revisit the writer’s thesis. The body of the paper develops the thesis and related points with information from research.
  • Ideas and information taken from outside sources must be cited in the body of the paper and in the references section.
  • Material taken from sources should be used to develop the writer’s ideas. Summarizing and paraphrasing are usually most effective for this purpose.
  • A summary concisely restates the main ideas of a source in the writer’s own words.
  • A paraphrase restates ideas from a source using the writer’s own words and sentence structures.
  • Direct quotations should be used sparingly. Ellipses and brackets must be used to indicate words that are omitted or changed for conciseness or grammatical correctness.
  • Always represent material from outside sources accurately.
  • Plagiarism has serious academic and professional consequences. To avoid accidental plagiarism, keep research materials organized, understand guidelines for fair dealing and appropriate citation of sources, and review the paper to make sure these guidelines are followed.


Icon for the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License

Writing for Success - 1st Canadian H5P Edition Copyright © 2021 by Tara Horkoff is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License, except where otherwise noted.

Share This Book