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Citing Your Sources

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Integrating Sources into Your Paper

Integrating sources into a paper can be challenging. How much of a source do you use? When should you use quotation marks? It is important to remember that you are the author of a paper, so sources are properly used to back up your own arguments, not state an argument in themselves, so how you use them depends on the structure of your paper and your argument.

Here is a paragraph from a scholarly article:

These results suggest that morning people, or early chronotypes—as measured on the morningness–eveningness continuum are more proactive than are evening types. Additionally, the misalignment of social and biological time, as assessed by the difference between rise times on weekdays and on free days, correlated with proactivity, suggesting that people with a high misalignment of social and biological time may be less able to act in a proactive manner, probably because of sleep delay. Their biological schedules seem not to fit neatly into social demands (e.g., school, university, work schedules) as do those of less misaligned people.

Randler, C. (2009). Proactive people are morning people. Journal of Applied Social Psychology , 39 (12), 2787-2797.

See examples of how to quote, paraphrase and summarize this paragraph below:

• Use Quotation when you are repeating something from a source exactly word for word .
• You should use quotation marks even if you are only taking just a few words from a source .
• Quotes can help lend authority to an initial argument, but should not be relied upon too heavily in a paper. If you find yourself quoting an entire paragraph, a paraphrase or summary of that content may often be more appropriate.
• Quotes can and should be used when the original author’s wording is unusual, unique, or memorably states a point.

Examples using the paragraph above:

Randler (2009) states that late risers have “a high misalignment of social and biological time” which results in a mismatch between their natural schedules and the normal workday (p. 2793).

“People with a high misalignment of social and biological time may be less able to act in a proactive manner, probably because of sleep delay” (Randler, 2009, p. 2793).

Notice that there are two ways to incorporate a source:

• Singal phrase – using the author’s name in your own narrative, and then incorporating their idea or words into a sentence, like the first example above.
• Direct quotation – Using the words or ideas of the source independently and adding the author’s name in the in-text citation, like in the second example.

Paraphrasing

• Paraphrasing is taking the idea of a sentence or passage, and putting it into your own words .
• Paraphrasing is NOT copying the sentence and replacing or changing a few words to be different from the original. (This is called “patchwriting” and may trigger plagiarism-detecting programs.)
• You should paraphrase when the idea or point is more important than the actual words used.
• You should paraphrase when the words are complex but the point is simple.
• Paraphrasing should remain faithful to the original meaning of the material.

Randler (2009) states that people who are naturally morning people often also display traits that are considered proactive. He also suggests that late risers may not show as many proactive traits because they naturally operate on a different sleep schedule (p. 2793).

People who are naturally morning people have been shown to also display traits that are considered proactive, and late risers display fewer of these traits because they don’t get enough sleep on days when they have to go to work or school. (Randler, 2009, p. 2793).

Summarizing

• As with paraphrasing, summarize when the idea or point is more important than the actual words used.
• However, summary can also condense much more material – even an entire book or article.
• Summary can often lead into your own points on the material.

Recent research shows that people who are not naturally early risers often have persistent issues adjusting themselves to the morning-oriented schedule of most schools and workplaces, and because of this may be less proactive in their behaviors (Randler, 2009).

The natural alignment of sleep schedules to work and school schedules allows early risers to have more energy and display proactive traits, while people who are natural late risers, and thus often combating sleep delay in adhering to regular schedules, display fewer of these traits (Randler, 2009).

Notice that with a Summary we do not always have to include the page number as we are summarizing the findings from the whole study, rather than just a small part of it.

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Harvard Guide to Using Sources 

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Summarizing, Paraphrasing, and Quoting

Depending on the conventions of your discipline, you may have to decide whether to summarize a source, paraphrase a source, or quote from a source.

Scholars in the humanities tend to summarize, paraphrase, and quote texts; social scientists and natural scientists rely primarily on summary and paraphrase.

When and how to summarize

When you summarize, you provide your readers with a condensed version of an author's key points. A summary can be as short as a few sentences or much longer, depending on the complexity of the text and the level of detail you wish to provide to your readers. You will need to summarize a source in your paper when you are going to refer to that source and you want your readers to understand the source's argument, main ideas, or plot (if the source is a novel, film, or play) before you lay out your own argument about it, analysis of it, or response to it.

Before you summarize a source in your paper, you should decide what your reader needs to know about that source in order to understand your argument. For example, if you are making an argument about a novel, you should avoid filling pages of your paper with details from the book that will distract or confuse your reader. Instead, you should add details sparingly, going only into the depth that is necessary for your reader to understand and appreciate your argument. Similarly, if you are writing a paper about a journal article, you will need to highlight the most relevant parts of the argument for your reader, but you should not include all of the background information and examples. When you have to decide how much summary to put in a paper, it's a good idea to consult your instructor about whether you are supposed to assume your reader's knowledge of the sources.

Guidelines for summarizing a source in your paper

• Identify the author and the source.
• Represent the original source accurately.
• Present the source’s central claim clearly.
• Don’t summarize each point in the same order as the original source; focus on giving your reader the most important parts of the source
• Use your own words. Don’t provide a long quotation in the summary unless the actual language from the source is going to be important for your reader to see.

Stanley Milgram (1974) reports that ordinarily compassionate people will be cruel to each other if they are commanded to be by an authority figure. In his experiment, a group of participants were asked to administer electric shocks to people who made errors on a simple test. In spite of signs that those receiving shock were experiencing great physical pain, 25 of 40 subjects continued to administer electric shocks. These results held up for each group of people tested, no matter the demographic. The transcripts of conversations from the experiment reveal that although many of the participants felt increasingly uncomfortable, they continued to obey the experimenter, often showing great deference for the experimenter. Milgram suggests that when people feel responsible for carrying out the wishes of an authority figure, they do not feel responsible for the actual actions they are performing. He concludes that the increasing division of labor in society encourages people to focus on a small task and eschew responsibility for anything they do not directly control.

This summary of Stanley Milgram's 1974 essay, "The Perils of Obedience," provides a brief overview of Milgram's 12-page essay, along with an APA style parenthetical citation. You would write this type of summary if you were discussing Milgram's experiment in a paper in which you were not supposed to assume your reader's knowledge of the sources. Depending on your assignment, your summary might be even shorter.

When you include a summary of a paper in your essay, you must cite the source. If you were using APA style in your paper, you would include a parenthetical citation in the summary, and you would also include a full citation in your reference list at the end of your paper. For the essay by Stanley Milgram, your citation in your references list would include the following information:

Milgram, S. (1974). The perils of obedience. In L.G. Kirszner & S.R. Mandell (Eds.), The Blair reader (pp.725-737).

When and how to paraphrase

When you paraphrase from a source, you restate the source's ideas in your own words. Whereas a summary provides your readers with a condensed overview of a source (or part of a source), a paraphrase of a source offers your readers the same level of detail provided in the original source. Therefore, while a summary will be shorter than the original source material, a paraphrase will generally be about the same length as the original source material.

When you use any part of a source in your paper—as background information, as evidence, as a counterargument to which you plan to respond, or in any other form—you will always need to decide whether to quote directly from the source or to paraphrase it. Unless you have a good reason to quote directly from the source , you should paraphrase the source. Any time you paraphrase an author's words and ideas in your paper, you should make it clear to your reader why you are presenting this particular material from a source at this point in your paper. You should also make sure you have represented the author accurately, that you have used your own words consistently, and that you have cited the source.

This paraphrase below restates one of Milgram's points in the author's own words. When you paraphrase, you should always cite the source. This paraphrase uses the APA in-text citation style. Every source you paraphrase should also be included in your list of references at the end of your paper. For citation format information go to the Citing Sources section of this guide.

Source material

The problem of obedience is not wholly psychological. The form and shape of society and the way it is developing have much to do with it. There was a time, perhaps, when people were able to give a fully human response to any situation because they were fully absorbed in it as human beings. But as soon as there was a division of labor things changed.

--Stanley Milgram, "The Perils of Obedience," p.737.

Milgram, S. (1974). The perils of obedience. In L.G. Kirszner & S.R. Mandell (Eds.), The Blair reader (pp.725-737). Prentice Hall.

Milgram (1974) claims that people's willingness to obey authority figures cannot be explained by psychological factors alone. In an earlier era, people may have had the ability to invest in social situations to a greater extent. However, as society has become increasingly structured by a division of labor, people have become more alienated from situations over which they do not have control (p.737).

When and how much to quote

The basic rule in all disciplines is that you should only quote directly from a text when it's important for your reader to see the actual language used by the author of the source. While paraphrase and summary are effective ways to introduce your reader to someone's ideas, quoting directly from a text allows you to introduce your reader to the way those ideas are expressed by showing such details as language, syntax, and cadence.

So, for example, it may be important for a reader to see a passage of text quoted directly from Tim O'Brien's The Things They Carried if you plan to analyze the language of that passage in order to support your thesis about the book. On the other hand, if you're writing a paper in which you're making a claim about the reading habits of American elementary school students or reviewing the current research on Wilson's disease, the information you’re providing from sources will often be more important than the exact words. In those cases, you should paraphrase rather than quoting directly. Whether you quote from your source or paraphrase it, be sure to provide a citation for your source, using the correct format. (see Citing Sources section)

You should use quotations in the following situations:

• When you plan to discuss the actual language of a text.
• When you are discussing an author's position or theory, and you plan to discuss the wording of a core assertion or kernel of the argument in your paper.
• When you risk losing the essence of the author's ideas in the translation from their words to your own.
• When you want to appeal to the authority of the author and using their words will emphasize that authority.

Once you have decided to quote part of a text, you'll need to decide whether you are going to quote a long passage (a block quotation) or a short passage (a sentence or two within the text of your essay). Unless you are planning to do something substantive with a long quotation—to analyze the language in detail or otherwise break it down—you should not use block quotations in your essay. While long quotations will stretch your page limit, they don't add anything to your argument unless you also spend time discussing them in a way that illuminates a point you're making. Unless you are giving your readers something they need to appreciate your argument, you should use quotations sparingly.

When you quote from a source, you should make sure to cite the source either with an in-text citation or a note, depending on which citation style you are using.  The passage below, drawn from O’Brien’s  The Things They Carried , uses an MLA-style citation.

On the morning after Ted Lavender died, First Lieutenant Jimmy Cross crouched at the bottom of his foxhole and burned Martha's letters. Then he burned the two photographs. There was a steady rain falling, which made it difficult, but he used heat tabs and Sterno to build a small fire, screening it with his body holding the photographs over the tight blue flame with the tip of his fingers.

He realized it was only a gesture. Stupid, he thought. Sentimental, too, but mostly just stupid. (23)

O'Brien, Tim. The Things They Carried . New York: Broadway Books, 1990.

Even as Jimmy Cross burns Martha's letters, he realizes that "it was only a gesture. Stupid, he thought. Sentimental too, but mostly just stupid" (23).

If you were writing a paper about O'Brien's The Things They Carried in which you analyzed Cross's decision to burn Martha's letters and stop thinking about her, you might want your reader to see the language O'Brien uses to illustrate Cross's inner conflict. If you were planning to analyze the passage in which O'Brien calls Cross's realization stupid, sentimental, and then stupid again, you would want your reader to see the original language.

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• / What is the difference between quotation, paraphrase, and summary?

Writing in college often means using ideas from other sources. There are times when it may be best to quote the sources directly, while other times may be better served by paraphrasing or summary. In order to decide which technique to use, it is helpful to think about how you are using the information in your paper.

Definitions

• Quotation reproduces a statement word-for-word as it appears in its original source
• Paraphrase explains a statement by using your own words and sentence structure
• Summary explains a statement using your words, but typically condenses a larger statement into a shorter explanation

How to decide which approach to use

Direct quotations can be useful when the exact wording of a statement is important. The exact wording of a quotation may be significant to your claim. In example 1 below, the contrast between adjectives are important to the claim. Also, direct quotation may be important when you want to make sure you are being precise in representing the author’s position. Finally, you might choose to use a direct quotation when the original statement is particularly well written or structurally persuasive. If a statement uses elements such as parallelism or alliteration, you might not be able to recreate that same effect. An important element of the quotation in example 1 is the parallel structure between "lowest and vilest alleys" and "smiling and beautiful countryside."

When Sherlock tells Watson "the lowest and vilest alleys in London do not present a more dreadful record of sin than does the smiling and beautiful countryside,” he intensifies suspense by equating innocence with evil ("The Adventure of the Copper Beeches" 502).

Paraphrasing is usually expected in research and argumentative essays. These type of papers benefit from paraphrasing because it shows that you understand the source and are therefore a reliable voice on that source. Paraphrasing can make the evidence more straightforward. Another reason to paraphrase is to adjust your tone for your audience. If the assignment asks you to write a presentation for your classmates, you do not want to quote scientific jargon. Your source is only persuasive and supportive if your readers understand it. The paraphrase of the quotation below is shorter, and more direct.

Original quotation:  “In the case of Facebook, it has changed its format multiple times, and merged other literacy practices – email, instant messaging, games – into its structure in an attempt to keep users on the site” (Keller 2014, 74).

Paraphrase: Facebook has tried to hold on to its users by incorporating new functions like games and email (Keller 2014).

Summaries can also be used in reviews, research papers, and argumentative essays. They have a similar purpose as paraphrasing, but they condense a large work (i.e. an entire chapter, article, or book) into a shorter text such as a paragraph or a short essay. Summaries allow you to focus your description on  the parts that are relevant to your discussion. Example 3 briefly summarizes Anne of Green Gables, focusing on Anne as a strong female character and could lead into a discussion of how the series teaches girls self-respect while also cherishing romance.

Anne of Green Gables is a book series that follows the life of an unruly red-headed orphan as she grows from an romantic adolescent into an independent young woman.

What can the Writing Center do to help?

Writing Center consultants can help you if you aren't sure what style of source integration works best for an assignment. Some essays require a mix of methods. Consultants can help you determine if your writing needs a better balance of integration methods. If you are less familiar with one of the three uses of sources, the Writing Center can give you additional pointers.

See our section on how to incorporate sources for more on punctuating and introducing quotations. Also see our section on avoiding plagiarism to learn how to paraphrase and summarize.

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12.6: Quoting and Paraphrasing

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• Amy Guptill
• The College at Brockport, SUNY

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We have seen that paragraphs need supporting sentences, but how specifically can we bring in quotations and paraphrases of other sources into our own essay?

Listen to your sources

Have you ever had the maddening experience of arguing with someone who twisted your words to make it seem like you were saying something you weren’t? Novice writers sometimes inadvertently misrepresent their sources when they quote very minor points from an article or even positions that the authors of an article disagree with. It often happens when students approach their sources with the goal of finding snippets that align with their own opinion. For example, the passage above contains the phrase “measuring teachers’ performance by student test scores is the best way to improve education.” An inexperienced writer might include that quote in a paper without making it clear that the author(s) of the source actually dispute that very claim. Doing so is not intentionally fraudulent, but it reveals that the paper-writer isn’t really thinking about and responding to claims and arguments made by others. In that way, it harms his or her credibility.

Academic journal articles are especially likely to be misrepresented by student writers because their literature review sections often summarize a number of contrasting viewpoints. For example, sociologists Jennifer C. Lee and Jeremy Staff wrote a paper in which they note that high-schoolers who spend more hours at a job are more likely to drop out of school. 1 However, Lee and Staff’s analysis finds that working more hours doesn’t actually make a student more likely to drop out. Instead, the students who express less interest in school are both more likely to work a lot of hours and more likely to drop out. In short, Lee and Staff argue that disaffection with school causes students to drop-out, not working at a job. In reviewing prior research about the impact of work on dropping out, Lee and Staff write “Paid work, especially when it is considered intensive, reduces grade point averages, time spent on homework, educational aspirations, and the likelihood of completing high school” 2 . If you included that quote without explaining how it fits into Lee and Staff’s actual argument, you would be misrepresenting that source.

Provide context

Another error beginners often make is to drop in a quote without any context. If you simply quote, “Students begin preschool with a set of self-regulation skills that are a product of their genetic inheritance and their family environment” (Willingham, 2011, p.24), your reader is left wondering who Willingham is, why he or she is included here, and where this statement fits into his or her larger work. The whole point of incorporating sources is to situate your own insights in the conversation. As part of that, you should provide some kind of context the first time you use that source. Some examples:

Willingham, a cognitive scientist, claims that …

Research in cognitive science has found that … (Willingham, 2011).

Willingham argues that “Students begin preschool with a set of self-regulation skills that are a product of their genetic inheritance and their family environment” (Willingham, 2011, 24). Drawing on findings in cognitive science, he explains “…”

As the first example above shows, providing a context doesn’t mean writing a brief biography of every author in your bibliography—it just means including some signal about why that source is included in your text.

Quoted material that does not fit into the flow of the text baffles the reader even more. For example, a novice student might write,

Schools and parents shouldn’t set limits on how much teenagers are allowed to work at jobs. “We conclude that intensive work does not affect the likelihood of high school dropout among youths who have a high propensity to spend long hours on the job” (Lee and Staff, 2007, p. 171). Teens should be trusted to learn how to manage their time.

The reader is thinking, who is this sudden, ghostly “we”? Why should this source be believed? If you find that passages with quotes in your draft are awkward to read out loud, that’s a sign that you need to contextualize the quote more effectively. Here’s a version that puts the quote in context:

Schools and parents shouldn’t set limits on how much teenagers are allowed to work at jobs. Lee and Staff’s carefully designed study found that “intensive work does not affect the likelihood of high school dropout among youths who have a high propensity to spend long hours on the job” (2007, p. 171). Teens should be trusted to learn how to manage their time.

In this latter example, it’s now clear that Lee and Staff are scholars and that their empirical study is being used as evidence for this argumentative point. Using a source in this way invites the reader to check out Lee and Staff’s work for themselves if they doubt this claim.

Many writing instructors encourage their students to contextualize their use of sources by making a “ quotation sandwich ”; that is, introduce the quote in some way and then follow it up with your own words. If you’ve made a bad habit of dropping in unintroduced quotes, the quotation sandwich idea may help you improve your skills, but in general you don’t need to approach every quote or paraphrase as a three-part structure to have well-integrated sources. You should, however, avoid ending a paragraph with a quotation. If you’re struggling to figure out what to write after a quote or close paraphrase, it may be that you haven’t yet figured out what role the quote is playing in your own analysis. If that happens to you a lot, try writing the whole first draft in your own words and then incorporate material from sources as you revise with “They Say/I Say” in mind.

Use sources efficiently

Some student writers are in a rut of only quoting whole sentences. Some others, like myself as a student, get overly enamored of extended block quotes and the scholarly look they give to the page. 7 These aren’t the worst sins of academic writing, but they get in the way of one of the key principles of writing with sources: shaping quotes and paraphrases efficiently. Efficiency follows from the second principle, because when you fully incorporate sources into your own explicit argument, you zero in on the phrases, passages, and ideas that are relevant to your points. It’s a very good sign for your paper when most quotes are short (key terms, phrases, or parts of sentences) and the longer quotes (whole sentences and passages) are clearly justified by the discussion in which they’re embedded. Every bit of every quote should feel indispensable to the paper. An overabundance of long quotes usually means that your own argument is undeveloped. The most incandescent quotes will not hide that fact from your professor.

Also, some student writers forget that quoting is not the only way to incorporate sources. Paraphasing and summarizing are sophisticated skills that are often more appropriate to use than direct quoting. The first two paragraphs of the example passage above do not include any quotations, even though they are both clearly focused on presenting the work of others. Student writers may avoid paraphrasing out of fear of plagiarizing, and it’s true that a poorly executed paraphrase will make it seem like the student writer is fraudulently claiming the wordsmithing work of others as his or her own. Sticking to direct quotes seems safer. However, it is worth your time to master paraphasing because it often helps you be more clear and concise, drawing out only those elements that are relevant to the thread of your analysis.

For example, here’s a passage from a hypothetical paper with a block quote that is fully relevant to the argument but, nevertheless, inefficient:

Drawing on a lifetime of research, Kahneman concludes our brains are prone to error: System 1 registers the cognitive ease with which it processes information, but it does not generate a warning signal when it becomes unreliable. Intuitive answers come to mind quickly and confidently, whether they originate from skills or from heuristics. There is no simple way for System 2 to distinguish between a skilled and a heuristic response. Its only recourse is to slow down and attempt to construct an answer on its own, which it is reluctant to do because it is indolent. Many suggestions of System 1 are casually endorsed with minimal checking, as in the bat-and-ball problem.

While people can get better at recognizing and avoiding these errors, Kahneman suggests, the more robust solutions involve developing procedures within organizations to promote careful, effortful thinking in making important decisions and judgments.

Even a passage that is important to reference and is well contextualized in the flow of the paper will be inefficient if it introduces terms and ideas that aren’t central to the analysis within the paper. Imagine, for example, that other parts of this hypothetical paper use Kahneman’s other terms for System 1 (fast thinking) and System 2 (slow thinking); the sudden encounter of “System 1” and “System 2” would be confusing and tedious for your reader. Similarly, the terms “heuristics” and “bat-and-ball problem” might be unfamiliar to your reader. Their presence in the block quote just muddies the waters. In this case, a paraphrase is a much better choice. Here’s an example passage that uses a paraphrase to establish the same points more clearly and efficiently:

Drawing on a lifetime of research, Kahneman summarizes that our brains are prone to error because they necessarily rely on cognitive shortcuts that may or may not yield valid judgments. 4 We have the capacity to stop and examine our assumptions, Kahneman points out, but we often want to avoid that hard work. As a result, we tend to accept our quick, intuitive responses. While people can get better at recognizing and avoiding these errors, Kahneman suggests that the more robust solutions involve developing procedures within organizations to promote careful, effortful thinking in making important decisions and judgments.

Not only is the paraphrased version shorter (97 words versus 151), it is clearer and more efficient because it highlights the key ideas, avoiding specific terms and examples that aren’t used in the rest of the paper. If other parts of your paper did refer to Kahneman’s System 1 and System 2, then you might choose to include some quoted phrases to make use of some of Kahneman’s great language. Perhaps something like this:

Drawing on a lifetime of research, Kahneman summarizes that our brains are prone to error because they necessarily rely on cognitive shortcuts that may or may not yield valid judgments. 5 System 1, Kahneman explains, “does not generate a warning signal when it becomes unreliable.” 6 System 2 can stop and examine these assumptions, but it usually wants to avoid that hard work. As a result, our quick, intuitive responses are “casually endorsed with minimal checking.” 7 While people can get better at recognizing and avoiding these errors, Kahneman suggests, the more robust solutions involve developing procedures within organizations to promote careful, effortful thinking in making important decisions and judgments.

Whether you choose a long quote, short quote, paraphrase or summary depends on the role that the source is playing in your analysis. The trick is to make deliberate, thoughtful decisions about how to incorporate ideas and words from others.

Paraphrasing, summarizing, and the mechanical conventions of quoting take a lot of practice to master. Numerous other resources (like those listed at the end of this chapter) explain these practices clearly and succinctly. Bookmark some good sources and refer to them as needed. If you suspect that you’re in a quoting rut, try out some new ways of incorporating sources.

Choose precise signal phrases

It’s time to get beyond the all-purpose “says.” And please don’t look up “says” in the thesaurus and substitute verbs like “proclaim” (unless there was actually a proclamation) or “pronounce” (unless there was actually a pronouncement). Here’s a list of 15 useful alternatives:

• Suggests (if the author is speculating or hypothesizing)
• Contests (disagrees)

More precise choices like these carry a lot more information than “says”, enabling you to relate more with fewer words. For one thing, they can quickly convey what kind of idea you’re citing: a speculative one (“postulates”)? A conclusive one (“determines”)? A controversial one (“counters”)? You can further show how you’re incorporating these sources into your own narrative. For example, if you write that an author “claims” something, you’re presenting yourself as fairly neutral about that claim. If you instead write that the author “shows” something, then you signal to your reader that you find that evidence more convincing. “Suggests” on the other hand is a much weaker endorsement.

1 Jennifer C. Lee, J.C. and Jeremy Staff, “When Work Matters: The Varying Impact of Work Intensity on High School Drop Out,” Sociology of Education 80, no. 2 (2007): 158-178.

2 Ibid. , 159.

3 It took me a long time to stop abusing block quotes. They made me feel like my paper was an unassailable fortress of citation! With the friendly but pointed feedback of my professors, I gradually came to see how they took too much space away from my own argument.

4 Kahneman, Thinking, Fast and Slow, 416-7.

7 Ibid, 416.

8 Ibid , 417.

9 Robert B. Marks, The Origins of the Modern World: A Global and Ecological Narrative from the Fifteenth to the Twenty-first Century (Lanham, MD: Rowman & Littlefield, 2007), 95.

Attribution

Adapted by Anna Mills from Writing in College: From Competence to Excellence by Amy Guptill, published by Open SUNY Textbooks , licensed CC BY NC SA 4.0 .

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

3.4: Using Source Text: Quoting, Paraphrasing, and Summarizing

Once you have a collection of credible sources as part of a formal secondary research project, such as a report, your next step is to build that report around those sources, using them as anchors of evidence around your own arguments. If you began with an hypothesis and you’re using the sources as evidence to support it, or if you realize that your hypothesis is wrong because all the credible sources you’ve found poked holes in it, you should at this point be able to draft a thesis—your whole point concisely expressed. From there, you can arrange your sources in an order that follows a logical sequence, such as general to specific or advantages versus disadvantages. We will examine organizational structures in the next chapter ( Ch. 4 ) on drafting, but we are now going to focus on how to incorporate source material into usable evidence.

You essentially have four ways of using source material available to you, three of them involving text and one, media:

• Quoting text: copying the source’s exact words and marking them off with quotation marks
• Paraphrasing text: representing the source’s ideas in your own words (without quotation marks)
• Summarizing text: representing the source’s main ideas in your own words (without quotation marks)
• Reproducing media: embedding pictures, videos, audio, graphic elements, etc. into your document

In each case, acknowledging your source with a citation at the point of use and follow-up bibliographical reference at the end of your document (see §3.5 below) is essential to avoid a charge of plagiarism. Let’s now look at each of these in turn.

3.4.1: Quoting Sources

3.4.2: paraphrasing sources, 3.4.3: summarizing sources.

Quoting is the easiest way to use sources in a research document, but it also requires care in using it properly so that you don’t accidentally plagiarize, misquote, or overquote. At its simplest, quoting takes source text exactly as it is and puts quotation marks (“ ”) around that text to set it off from your own words. The following points represent conventions and best practices when quoting:

• You may have seen single quotation marks and think that they’re also acceptable to use, but that’s only true in the UK and some other Commonwealth countries, not in Canada; some European countries use << >> to set off quotations instead.
• Also use double quotation marks for putting a single word or two in “scare quotes” when you’re drawing attention to how people use certain words and phrases—again, not single quotation marks since there is no such thing as quotation marks “lite.”
• Use single quotation marks only for reported speech when you have a quotation within a quotation, as in, “The minister responded to say, ‘No comment at this time’ regarding the allegations of wrongdoing.”
• If no parenthetical citation follows immediately after the closing quotation marks, the sentence-ending period falls to the left of those closing quotation marks (between the final letter and the “99”); a common mistake is to place the period to the right of the closing quotation marks ( . . . wrongdoing”.).
• According to researchers Tblisky and Darion (2003), “. . .”
• As Vice President of Operations Rhonda Rendell has noted, “. . .”
• John Rucker, the first responder who pulled Mr. Warren from the wreckage, said that “. . .”
• Spokespersons Gloria and Tom Grady clarified the new regulations: “. . .”
• “. . . ,” confirmed the minister responsible for the initiative.
• “. . . ,” writes Eva Hess, “. . .”
• Quote purposefully: Quote only when the original wording is important. When we quote famous thinkers like Albert Einstein or Marshall McLuhan, we use their exact words because no one could say it better or more interestingly than they did. Also quote when you want your audience to see wording exactly as it appeared in the source text or as it was said in speech so that they can be sure that you’re not distorting the words as you might if you paraphrased instead. But if there’s nothing special about the original wording, then you’re better to paraphrase properly (see §3.4.2 below) than to quote.
• Students frequently overuse direct quotation [when] taking notes, and as a result they overuse quotations in the final [research] paper. Probably only about 10% of your final manuscript should appear as directly quoted matter. Therefore, you should strive to limit the amount of exact transcribing of source materials while taking notes. (Lester, 1976, pp. 46-47)
• Don’t quote excessively: As the above source says, a good rule of thumb is that your completed document should contain no more than 10% quoted material. Much above that will look lazy because it appears that you’re getting quotation to write your document for you. Quote no more than a sentence or two at a time if you quote at all.
• To avoid introducing spelling mistakes or other transcription errors, best practice (if your source is electronic) is to highlight the text you want to quote, copy it (ctrl. + c), and paste it (ctrl. + v) into your document so that it matches the formatting of the rest of your document (i.e., with the same font type, size, etc.). To match the formatting, use the Paste Options drop-down menu that appears beside pasted text as soon as you drop it in and disappears as soon as you perform any operation other than clicking on the drop-down menu.
• Though many people mistakenly refer to parentheses ( ) as “brackets”, brackets are squared [ ] and are used mainly to indicate changes to quoted words, whereas parentheses follow the quotation and mark off the citation. If you were to clarify and streamline the final sentence of the block quotation a few points above, for instance, you could say something like: Lester (1976) recommended “limit[ing] the amount of exact transcribing . . . while taking notes” (p. 47). Here, the verb “limit” in the source text needs to be converted into its participle form (having an -ing ending) to follow the past-tense verb in the sentence framing the quotation grammatically. Sneakily adding the “ing” to “limit” without using brackets would be misquotation because “limiting” appears nowhere in the original.
• Notice that the ellipsis above is three spaced periods (not three stuck together, as in “…”) and that one doesn’t appear at the beginning of the quotation to represent the words in the original prior to “limit” nor at the end to represent source text following the quoted words (“… limit …”). Use the ellipsis only to show that you’re skipping over unnecessary words within a quotation.
• Be careful not to use brackets and ellipses in a way that distorts or obscures the meaning of the original text. For instance, omitting “Probably” and changing “should” to “[can]” in the Lester quotation above will turn his soft guideline into a hard rule, which are not the same.
• When you said in the class discussion forum, “No one cares about grammer, [ sic ] it doesnt [ sic ] really matter,” you tend to undermine your credibility on the topic with poor spelling and a comma splice.
• Capitalize as in the original, even if it seems strange to start a quotation with a capital (because it was the first word in the original) though it’s no longer the first word because it follows a signal phrase in your sentence. See the example in the point above, for instance.
• Quotation is a powerful tool in the arsenal of any writer needing to support a point with evidence. Capturing the source’s words exactly as they were written or spoken is an honest way of presenting research. For more on quotation, consult Purdue OWL ’s series of modules starting with the How to Use Quotation Marks page and ending with their Quotation Mark Exercise and Answers .

Hacker, Diana. (2006). The Bedford handbook (7th ed.) . New York: St. Martin’s. https://department.monm.edu/english/mew/signal_phrases.htm

Lester, J. D. (1976). Writing research papers: A complete guide (2nd ed.). University of Michigan.

Purdue OWL. (n.d.a). How to use quotation marks .  https://owl.purdue.edu/owl/general_writing/punctuation/quotation_marks/index.html

Purdue OWL. (n.d.b). Quotation mark exercise and answers .  https://owl.purdue.edu/owl/general_writing/punctuation/quotation_marks/quotation_marks_exercise_and_answers.html

Paraphrasing or “indirect quotation” is putting source text in your own words and altering the sentence structure to avoid using the quotation marks required in direct quotation. Paraphrasing is the preferred way of using a source when the original wording isn’t important. This way, you can incorporate the source’s ideas so they’re stylistically consistent with the rest of your document and thus better tailored to the needs of your audience (presuming the original was tailored for a different audience with different needs). Also, paraphrasing a source into your own words proves your advanced understanding of the source text.

A paraphrase must faithfully represent the source text by containing the same ideas as in the original in about the same length. As a matter of good writing, however, you should try to streamline your paraphrase so that it tallies fewer words than the source passage while still preserving the original meaning. An accurate paraphrase of the Lester (1976) passage block-quoted in the section above, for instance, can reduce a five-line passage to three lines without losing or distorting any of the original points:

Lester (1976) advises against exceeding 10% quotation in your written work. Since students writing research reports often quote excessively because of copy-cut-and-paste note-taking, try to minimize using sources word for word (pp. 46-47).

Notice that using a few isolated words from the original (“research,” “students,” “10%”) is fine, but also that this paraphrase doesn’t repeat any two-word sequence from the original because it changes the sentence structure along with most of the words. Properly paraphrasing without distorting, slanting, adding to, or deleting ideas from the source passage takes skill. The stylistic versatility required to paraphrase can be especially challenging to EAL learners and native English users whose general writing skills are still developing.

A common mistake that students make when paraphrasing is to go only part way towards paraphrasing by substituting-out major words (nouns, verbs, and adjectives) here and there while leaving the source passage’s basic sentence structure intact. This inevitably leaves strings of words from the original untouched in the “paraphrased” version, which can be dangerous because including such direct quotation without quotation marks will be caught by the plagiarism-busting software that college instructors use these days. Consider, for instance, the following botched attempt at a paraphrase of the Lester (1976) passage that subs out words selectively (lazily):

Students often overuse quotations when taking notes, and thus overuse them in research reports. About 10% of your final paper should be direct quotation. You should thus attempt to reduce the exact copying of source materials while note taking (pp. 46-47).

Let’s look at the same attempt, but bold the unchanged words to see how unsuccessful the paraphraser was in rephrasing the original in their own words (given in black):

As you can see, several strings of words from the original are left untouched because the writer didn’t adequately change the sentence structure of the original. The Originality Report from plagiarism-catching software such as Turnitin would indicate that the passage is 64% plagiarized because it retains 25 of the original words (out of 39 in this “paraphrase”) but without quotation marks around them. Correcting this by simply adding quotation marks around passages like “when taking notes, and” would be unacceptable because those words aren’t important enough on their own to warrant direct quotation. The fix would just be to paraphrase more thoroughly by altering the words and the sentence structure, as shown in the paraphrase a few paragraphs above. But how do you go about doing this?

Paraphrase easily by breaking down the task into these seven steps:

• Read and re-read the source-text passage so that you thoroughly understand each point it makes. If it’s a long passage, you might want to break it up into digestible chunks. If you’re unsure of the meaning of any of the words, look them up in a dictionary; you can even just type the word into the Google search bar, hit Enter , and a definition will appear, along with results of other online dictionary pages that define the same word.
• Look away and get your mind off the target passage. Process some different information for a while (e.g., a few minutes of gaming or social media—but just a few!)
• Without looking back at the source text, repeat its main points as you understood them—not from memorizing the exact words, but as you would explain the same ideas in different words out loud to a friend.
• Still without looking back at the source text, jot down that spoken wording and tailor the language so that it’s stylistically appropriate for your audience; edit and proofread your written version to make it grammatically correct in a way that perhaps your spoken-word version wasn’t.
• Now compare your written paraphrase version to the original to ensure that:
• Deleting any of the original points
• Adding any points of your own
• Distorting any of the ideas so they mean something substantially different from those in the original, or even take on a different character because you use words that, say, put a positive spin on something neutral or negative in the original
• You haven’t repeated any two identical words from the original in a row
• If any two words from the original remain, go further in changing those expressions by using a thesaurus in combination with a dictionary. When you enter a word into a thesaurus, it gives you a list of synonyms, which are different words that mean the same thing as the word you enter into it.
• For instance, the noun party can mean a group that is involved in something serious (e.g., a third-party software company in a data-collection process), but the verb party means something you do on a wild Saturday night out with friends; it can also function as an adjective related to the verb (e.g., party trick , meaning a trick performed at a party).
• Whenever you see synonymous words listed in a thesaurus and they look like something you want to use but you don’t know what they mean exactly, always look them up to ensure that they mean what you hope they mean; if not, move on to the next synonym until you find one that captures the meaning you intend. Doing this can save your reader the confusion and you the embarrassment of obvious thesaurus-driven diction problems (poor word choices).
• Cite your source. Just because you didn’t put quotation marks around the words doesn’t mean that you don’t have to cite your source. For more on citing, see §3.5.2 below).

For more on paraphrasing, consult the Purdue OWL Paraphrasing learning module, Exercise , and Answer Key .

Purdue OWL (n.d.a). Paraphrase: Write It in Your Own Words . https://owl.purdue.edu/owl/research_and_citation/using_research/paraphrase_exercises/index.html

Purdue OWL (n.d.b). Paraphrasing Exercise . https://owl.purdue.edu/owl/research_and_citation/using_research/paraphrase_exercises/paraphrasing_exercise.html

Purdue OWL (n.d.c). Paraphrasing Exercise: Possible Answers . https://owl.purdue.edu/owl/research_and_citation/using_research/paraphrase_exercises/paraphrasing_exercise_answers.html

Summarizing is one of the most important skills in communications because professionals of every kind must explain to non-expert customers, managers, and even co-workers the complex concepts on which they are experts, but in a way that those non-experts can understand. Adapting the message to such audiences requires brevity but also translating jargon-heavy technical details into plain, accessible language.

Summarizing is thus paraphrasing only the highlights of a source text or speech. Like paraphrasing, a summary is indirect quotation that re-casts the source in your own words; unlike a paraphrase, however, a summary is a fraction of the source length—anywhere from less than 1% to a quarter depending on the source length and length of the summary. A summary can reduce a whole novel or film to a single-sentence blurb, for instance, or it could reduce a 50-word paragraph to a 15-word sentence. It can be as casual as a spoken run-down of a meeting your colleague was absent from and wanted to know what he missed, or an elevator pitch selling a project idea to a manager. It can also be as formal as a memo report on a conference you attended on behalf of your organization so your colleagues there can learn in a few minutes of reading the highlights of what you learned in a few days of attending the conference, saving them time and money.

The procedure for summarizing is much like that of paraphrasing except that it involves the extra step of pulling out highlights from the source. Altogether, this can be done in six steps, one of which includes the seven steps of paraphrasing, making this a twelve-step procedure:

• Determine how big your summary should be (according to your audience’s needs) so that you have a sense of how much material you should collect from the source.
• Read and re-read the source text so that you thoroughly understand it.
• Disregard detail such as supporting evidence and examples.
• If you have an electronic copy of the source, copy and paste the main points into your notes; for a print source that you can mark up, use a highlighter then transcribe those main points into your electronic notes.
• How many points you collect depends on how big your summary should be (according to audience needs).
• Paraphrase those main points following the seven-step procedure for paraphrasing outlined in §3.4.2 above.
• Edit your draft to make it coherent, clear, and especially concise.
• Ensure that your summary meets the needs of your audience and that your source is cited. Again, simply not having quotation marks around words is unacceptable for documenting your source(s).

Once you have a stable of summarized, paraphrased, and quoted passages from research sources, building your document around them requires good organizational skills. We’ll focus more on this next step of the drafting process in the following chapter ( Ch. 4 ), but basically it involves arranging your integrated research material in a coherent fashion, with main points up front and supporting points below proceeding in a logical sequence towards a convincing conclusion. Throughout this chapter, however, we’ve frequently encountered the requirement to document sources by citing and referencing, as in the last steps of both summarizing and paraphrasing indicated above. After reinforcing our quoting, paraphrasing, and summarizing skills, we can turn our focus on how to document sources.

Key Takeaway

• If you’ve already pulled out the main points as part of the previous exercise, practice including them as properly punctuated quotations in your document with smooth signal phrases introducing them.
• Paraphrase those same main-point sentences following the seven-step procedure outlined in §3.4.2 above. In other words, if Exercise 1 above was direct quotation, now try indirect quotation for each passage.
• Following the six-step procedure outlined in §3.4.3 above, summarize the entire source article, webpage, or whatever document you chose by reducing it to a single coherent paragraph of no more than 10 lines on your page.

3.4: Using Source Text: Quoting, Paraphrasing, and Summarizing Copyright © 2022 by John Corr; Grant Coleman; Betti Sheldrick; and Scott Bunyan is licensed under a Creative Commons Attribution 4.0 International License , except where otherwise noted.

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Paraphrase: Write It in Your Own Words

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Paraphrasing is one way to use a text in your own writing without directly quoting source material. Anytime you are taking information from a source that is not your own, you need to specify where you got that information.

A paraphrase is...

• Your own rendition of essential information and ideas expressed by someone else, presented in a new form.
• One legitimate way (when accompanied by accurate documentation) to borrow from a source.
• A more detailed restatement than a summary, which focuses concisely on a single main idea.

Paraphrasing is a valuable skill because...

• It is better than quoting information from an undistinguished passage.
• It helps you control the temptation to quote too much.
• The mental process required for successful paraphrasing helps you to grasp the full meaning of the original.

6 Steps to Effective Paraphrasing

• Reread the original passage until you understand its full meaning.
• Set the original aside, and write your paraphrase on a note card.
• Jot down a few words below your paraphrase to remind you later how you envision using this material. At the top of the note card, write a key word or phrase to indicate the subject of your paraphrase.
• Check your rendition with the original to make sure that your version accurately expresses all the essential information in a new form.
• Use quotation marks to identify any unique term or phraseology you have borrowed exactly from the source.
• Record the source (including the page) on your note card so that you can credit it easily if you decide to incorporate the material into your paper.

Some examples to compare

Note that the examples in this section use MLA style for in-text citation.

The original passage:

Students frequently overuse direct quotation in taking notes, and as a result they overuse quotations in the final [research] paper. Probably only about 10% of your final manuscript should appear as directly quoted matter. Therefore, you should strive to limit the amount of exact transcribing of source materials while taking notes. Lester, James D. Writing Research Papers . 2nd ed., 1976, pp. 46-47.

A legitimate paraphrase:

In research papers, students often quote excessively, failing to keep quoted material down to a desirable level. Since the problem usually originates during note taking, it is essential to minimize the material recorded verbatim (Lester 46-47).

An acceptable summary:

Students should take just a few notes in direct quotation from sources to help minimize the amount of quoted material in a research paper (Lester 46-47).

A plagiarized version:

Students often use too many direct quotations when they take notes, resulting in too many of them in the final research paper. In fact, probably only about 10% of the final copy should consist of directly quoted material. So it is important to limit the amount of source material copied while taking notes.

A note about plagiarism: This example has been classed as plagiarism, in part, because of its failure to deploy any citation. Plagiarism is a serious offense in the academic world. However, we acknowledge that plagiarism is a difficult term to define; that its definition may be contextually sensitive; and that not all instances of plagiarism are created equal—that is, there are varying “degrees of egregiousness” for different cases of plagiarism.