Research, Documentation, and Writing Checklist
Research
- Only credible research sources should be used. These include peer-reviewed
journals and other respected publications in the field.
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A student should be able to provide ample evidence of all research
sources in the event that questions arise about the sources. If possible,
copies of research materials should be retained by the student.
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Use of Web sources that may not clearly be identified as peer-reviewed
items must be accompanied by a critical commentary, usually with analysis
by other sources.
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The student should critically examine the ideas and concepts
presented in the research, not simply accept all statements as fact.
Documentation
- For all papers and reports, use of the Documentation and Style
Guide
is mandatory.
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Direct quotes should include a footnote (documentation) and attribution
(affixing the quote to someone or something).
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With source attribution, the identify of the author should include,
at a minimum, the authors functional role and organizational affiliation,
i.e., professor of marketing at Northwestern University ’s Kellogg Graduate
School of Management.
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Direct quotes must appear using quotation marks. Direct quotes,
even if documented, that do not contain quotation marks are considered
to be plagiarized.
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Direct quotes of five lines or longer should be single-spaced
and indented from both margins. Quote marks are not used to lengthy
direct quotes.
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Students must document more than just direct quotes. Any research
that they summarize or paraphrase should be documented. This includes
ideas, concepts, and even the organization of information. As a rule
of thumb, all statistics and quantifiable data not generated in primary
research by the student should be documented. Anything
not representing the student’s original thinking should be documented.
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Footnotes should be numbered sequentially and the footnote should
appear at the bottom of the page.
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Footnotes intended to support a list of items or material should
be placed at the end of the list or material, not at the beginning.
A single footnote that is used to support a list in this manner may
cite more than one page from a source; the footnote may also cite more
than one source.
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Footnotes should have corresponding entries in the bibliography.
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Footnotes (and the corresponding bibliographic entry) should
be accurate. Footnotes must be able to be verified. If the student cites
a book, that book must be in existence and the information cited must
be present on the page or pages cited. If a web site is cited, the URL
should be currently available for review.
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Names of authors, publishers, periodicals, places of publication,
etc. should be correctly and consistently spelled.
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Titles of works should be presented in the correct format. This
includes use of italic for book titles and names of publications, use
of quotes for article titles or chapter titles, and use of upper and
lower case for all titles.
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Correct punctuation should be used for footnotes and the bibliography.
Note that commas are used to separate elements of a footnote, whereas
periods are used in the bibliography.
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The bibliography should include all relevant sources consulted
by the student for the research report, not just those sources cited
in the report.
Formatting
- At a minimum, reports should include a title page, the text of the
report, footnotes, and a bibliography. Instructors will specify what
elements they require in a report.
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If a table of contents is required, then the title page, table
of contents, list of figures, list of tables, and the abstract or executive
summary should be considered as front matter and pages numbered using
lower case Roman numerals. The list of figures and the list of tables
should appear on separate pages. The abstract or executive summary
should be no longer than one page. It should additionally feature the
following elements: a statement of the purpose of the paper and objectives;
a statement about methods employed to carry out research; and a statement
of the major findings, conclusions, and recommendations. The table
of contents should list all of the major sections and subsections of
the paper or report with corresponding pagination. Headings in the
table of contents should match precisely headings as they appear in
the body of the paper or report. Pagination in the table of contents
should match precisely pagination as it appears in the body of the paper
or report.
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Pages should be numbered, with the exception of front matter,
using Arabic numerals. The preferred placement of page numbers is centered
at the bottom of the page.
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Text should be double spaced, unless otherwise specified by the
instructor. For example, many instructors prefer single spacing for
electronic submissions. Figure and table captions, the abstract, and
the appendices may be single-spaced. The paper or report should be
on single-sided 8.5- x 11-inch paper (or should be formatted in this
manner in an electronic submission). With the exception of tables
and figures (when appropriate), text should not be rendered in a landscape
format. The report shall have a one-inch margin (i.e., 2.54 cm) at
the top, bottom, and right-hand side of each page, and a 1.5-inch (i.e.,
3.81 cm) margin on the left-hand side of each page.
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A legible and readable typeface and font should be used. In most
cases, this should be 12 pt. Times New Roman, which is a default font
on many word processing programs.
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Any figures, charts, graphs, tables, or other visual materials
should be properly identified including a caption and documentation,
if the material contained in the visual was obtained through research.
Caption and documentation should appear below the visual. All visual
material must be clear and legible.
- Footnotes should have the first line indented, and bibliographic entries
should have hanging indents.
Writing Mechanics
- Research reports will be written using a formal style. With a formal
style, personal pronouns, contractions, abbreviations, jargon, clichés,
and colloquialisms are not used.
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For comprehension, care should be taken with the use of commas.
In particular, commas should be used to separate a series of items,
including placing a comma before an “and” or similar connective word.
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Punctuation should appear inside quote marks, not outside them.
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When two or more words are used to modify a noun, then those
words should be hyphenated, i.e., cross-functional teams.
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Headings should be used to separate major topic areas of a report
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Acronyms should be properly defined with the acronym, in parenthesis,
following the complete phrase the first time it is used
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Numbers should be spelled out if less than 10, with numerals
used for 10 and above. In no instance should a numeral begin sentence.
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Writing should avoid gender-specific pronouns unless referring
to a specific person.
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Avoid “there is” and “there are” sentence construction.
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Avoid use of vague modifiers (very, extremely)
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All written reports should be at the graduate level reflecting
critical and creative thinking with some application. Generalizations
and comments without sources must be avoided.
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The written narrative should present a clear flow of ideas and
logically support conclusions, a summary, and any future research or
area of study.
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