Format Manual Revised October 2010 graduate.asu.edu/formatmanual Introduction This manual is designed to aid graduate students who must produce a thesis, dissertation or equivalent under the supervision of their committee chair and successfully defend it as part of their degree requirements. This manual identifies Arizona State University’s specific format requirements and contains instructions for meeting these requirements. Electronic copies of your document are sent to Hayden Library and the University Archives, and to University Microforms Inc./ProQuest (UMI/ProQuest) through the Graduate College. It must meet professional standards of published research. Your committee and the Graduate College expect to see evidence of careful attention to style and format in the document that you present to fulfill the requirements for publication and your graduate degree. Student Responsibilities You should become familiar with this manual at the time you begin your first draft and use it in conjunction with a style guide appropriate to your field. For more information on selecting a style guide, please see http://graduate.asu.edu/usingstyleguides.html. The following is a short list of things you should know while writing your document. It is by no means inclusive; please read the rest of this manual for further instructions. • You must complete a dissertation or thesis as an independent and original scholarly work. • You may not use the same research to create more than one dissertation or thesis unless the research for the second document includes either more data, new data, or an alternate analytical approach to that data. • Be aware of copyright laws and regulations regarding research in human or animal subjects. Consult your chair for further information regarding these requirements. • You and your committee are responsible for the content and quality of your document. When you have questions regarding the substance of your work (i.e., placement of charts or which material belongs in an appendix), you should consult with your chair. He or she will be the most familiar with your work and should know the standards for your field. • You are responsible for selecting a style guide in conjunction with your chair. You must follow the style guide consistently while composing your document. You, not the Graduate College, bear responsibility for your document comporting with your chosen style guide. • Do not use other theses and dissertations—whether library or departmental copies—to format your document. Not only is someone else’s document not an acceptable style guide, but its format will be outdated. About This Manual The requirements and guidelines listed in this manual have been developed to comply with current publishing standards as indicated by UMI/ProQuest (http://www.proquest.com/enUS/aboutus/default.shtml) and peer institutions. Page 1 of 37 The layout and design of your thesis/dissertation should not conform to the style of the Format Manual itself, but to the specifications listed within. Please note that all updates to the online Format Manual will be posted at http://graduate.asu.edu/format/updates.html. If you have formatting concerns not covered in this manual, refer to your style guide and seek guidance from your chair. If you should have questions regarding defense policies consult the Graduate Policies at http://graduate.asu.edu/sites/default/files/Grad_Policies.pdf or contact grad-ges@asu.edu. Format Tips and Hints While you are composing your thesis/dissertation, please keep in mind the following suggestions: Overall Document • Have at least two other readers proofread your document prior to submission to catch any typographical errors. • You must submit a complete, defense-ready draft of your document for format evaluation. If you submit a partial or incomplete document, your document will be rejected and your defense will not be scheduled. • Choose your style guide before you begin formatting your document. • Consult the Format Tool at https://graduate.asu.edu/formatadvising. If properly used, the tool will format a significant portion of your document for you. Appendices and Permissions • Include any appropriate Institutional Review Board/Human Subjects approval forms as an appendix section if you were required to obtain previous approval for your study. • It is your responsibility to obtain any required permissions for use of copyrighted materials or proprietary information; as such, the format advisor cannot advise you in this matter. Please see www.copyright.gov for more information. OVERVIEW When your chair believes that you have produced a complete, defense-ready document (i.e., it has been proofread for grammar and punctuation and includes the text and all tables, figures, references, and appendices), you must submit your document to the Graduate College for format review. • You must have a completed Doctoral Defense Schedule Form (http://graduate.asu.edu/sites/default/files/DissSchedcombo0910.pdf) or a completed Master’s Defense Schedule Form (http://graduate.asu.edu/sites/default/files/MstrSchedCombo.pdf) on file with the Graduate College when submitting your document for the format review process. Page 2 of 37 THE SUBMISSION PROCESS Before your complete thesis, dissertation, or equivalent may be accepted by the Graduate College for format review, the following requirements must be met: • Your Plan of Study is approved by the Graduate College.1 • Your committee has been approved by the Graduate College. If you need to change your committee, you must fill out a Committee Change Petition online through your iPOS. • You have passed all required examinations (e.g., foreign language or comprehensives), and the department has sent the results to the Graduate College. • If you are a doctoral student, you have been advanced to candidacy: http://graduate.asu.edu/faculty_staff/policies/doctoral_degree_requirements. • You must be enrolled for at least one credit hour that appears on the Plan of Study, or one hour of appropriate graduate level credit, during the semester or summer session in which you defend and/or meet special requirements if defending during the summer or interim period (for further information, please refer to the handout Graduation Deadlines and Procedures available at http://graduate.asu.edu/graddeadlines.html). • You have scheduled your defense with your department. • You have scheduled your defense separately with the Graduate College. Please note: All required forms mentioned in the Format Manual are available online at http://graduate.asu.edu/forms. You must submit for format review and schedule your defense at least 10 working days before the anticipated date of your defense. A ten working-day calendar for submitting theses/dissertations can be found on the Graduate College website at http://graduate.asu.edu/graddeadlines.html. At the time of submission, all PhD and DMA students must submit a Survey of Earned Doctorates (available at http://graduate.asu.edu/forms). Students who request to delay the publication of their theses/dissertations (confidential status) must submit a petition at the time their defense is scheduled (see Delaying Publication of Your Thesis/Dissertation (Embargo Status)). The Format Review Process Preliminary Remarks You must schedule your defense and submit your document to begin the format review process in the same e-mail. Documents that are e-mailed without scheduling materials will be returned or destroyed. A Format Advisor checks your work against the Graduate College Format Manual requirements. He/she also spot-checks for misspellings, inconsistencies, typographical errors, and grammatical 1 You may check your status in relation to these requirements at any time during your graduate career by logging into your myASU account. Page 3 of 37 problems, but a thorough review of the entire document for these errors is the responsibility of you and your chair. Turnaround time for review fluctuates depending upon the volume of documents, and increases as the semester deadlines approach, but you should expect about a two-week turnaround. Your document will be reviewed as quickly as possible, and you will be contacted electronically upon completion of the review. Most students need to make some corrections or changes, and must resubmit their document for further review. ELECTRONIC THESIS/DISSERTATION (ETD) SUBMISSION PROCESS Electronic Thesis/Dissertation submission is the final step prior to graduation, provided that no further formatting corrections are required. Your document is submitted to the ASU Library (and Library supported search engines) electronically through UMI/ProQuest. Once you have successfully defended your document and obtained all necessary signatures on the Report for Master’s Thesis/Practicum Defense form or the Report for Doctoral Dissertation Defense form (commonly called the Pass/Fail form), you are eligible to electronically submit your document to UMI/ProQuest. You can access UMI/ProQuest (www.etdadmin.com/asu) at any time; however, your document will not be processed until all signatures have been obtained and the original Pass/Fail form has been recorded with the Graduate College. You are required to create a new user account specific to the submission of your document. Note: You must use your ASU e-mail address to create your account. Select the appropriate publishing option, but do not select “Open Publishing” as the Graduate College does not allow open publishing. If you do select the “Open Publishing” option, your ETD submission will be returned to you. A format check is performed once the post-defense version of the document is submitted to UMI/ProQuest. If necessary, additional formatting may be required. You will be contacted through your ASU e-mail account regarding the status of your document in UMI/ProQuest. UMI/ProQuest requires all students to submit a PDF version of their final document. The Graduate College requires that the PDF version of your document is in compliance with the formatting regulations in the Format Manual. You will receive final format approval only after the submitted PDF has successfully passed format review. • To create a PDF version of your document, you can use the full Adobe suite for free by logging into www.myapps.asu.edu, or alternately UMI/ProQuest provides a free Word to PDF conversion. You will have the opportunity to order bound copies of your document through UMI/ProQuest. You can also go to the ASU Bookstore or to any third party bindery to obtain bound copies of your document if you choose. Page 4 of 37 INCLUDING NONPRINT MEDIA WITH THESES/DISSERTATIONS Nonprint media, such as audio or video files may be used to store information that accompanies your thesis/dissertation. The information stored on such files, particularly any included software, must not violate any copyrights. Presentation Supplemental non-print materials should be listed as appendices in your table of contents. The appendix cover sheet must also be marked with a description of the software and operating system (e.g., MAC or Windows XP) required to view the non-print file. You may upload supplementary files that accompany your document. Examples might be sound clips or spreadsheets of research data. You can upload as many supplementary files as you need. If you upload a set of files that are “zipped”, then that is how the supplemental material will be distributed with the full text: as a zipped file. Please note that if your document and supplemental material combined exceeds 100 MB then you need to create a PDF with just the Title Page, Abstract and on the third page a note explaining that the rest of the dissertation and all supplemental materials will be included on a CD-ROM or a DVD, and submit the PDF online. You will still submit your payment online. Then you will submit all materials on a CD-ROM or DVD to the Graduate College for approval. Overall Thesis/Dissertation Format Requirements Organization Most theses/dissertations at ASU are organized into three sections: 1. Preliminary matter (title page, abstract, table of contents, list of tables, etc.) 2. Main text (introduction and sections or chapters, with appropriate headings, footnotes or endnotes) 3. Back matter (notes, references or bibliography, appendices, and biographical sketch) Selecting and Using Your Style Guide Students are required to follow a standard style guide or accepted journal in their field. A style guide should be used in addition to the Format Manual, but Graduate College requirements for the document as a whole, as outlined in this manual, supersede those of your style guide or journal. The style guide governs headings and subheadings, figure and table captions, and the structures of citations. The Format Manual governs all other aspects of your document. All students using a published style guide (i.e. APA, Chicago, MLA, Turabian) must use the most recent version of that style guide. Previous versions may not be used. Note: Although some journals format text into two columns, Graduate College formatting requirements forbid sectioning your document into two or more columns. For more specific advice regarding the selection and use of style guides, see Using Style Guides at http://graduate.asu.edu/usingstyleguides.html. Page 5 of 37 Margins A margin is defined as a space in which no text appears. Every page of your document must meet the margin requirements of 1.5 inches on the left and right, and 1 inch on the top and bottom. All materials including appendices, if you choose to include them, must meet the margin requirements. Font and Size of Text The Graduate College requires that students use one of the following fonts in 10, 11, or 12 points when composing their documents: Arial, Century, Garamond, Georgia, Sans Serif, Tahoma, Times New Roman, TimesNewRoman (a different font), or Verdana. You must retain the same font and font size throughout your document. Bold typeface may only appear in the main text in headings and citations if style guide requires. Line Spacing All text must be double-spaced, except: block quotes, appendices, table/figure captions, material in tables, footnotes, endnotes, reference citations, and the optional biographical sketch. You must single-space individual footnotes and reference entries, then double-space between each note and entry. Consistency You should make every effort to apply formatting consistently, as indicated by your style guide and this manual, throughout your document. Also, it is important to use terms, abbreviations, word order, capitalization, and punctuation (i.e., hyphenation) consistently in your preliminary matter, main text, and back matter. Preliminary Matter Requirements Contents and Order The preliminary matter consists of the following pages, in this order: 1. Title Page 2. Abstract 3. Dedication (optional) 4. Acknowledgments (optional) 5. Table of Contents 6. List of Tables (if tables appear in document) 7. List of Figures (if figures appear in document) 8. Other lists (e.g., nomenclature, definitions, glossary of terms, etc.) 9. Preface (optional; must be less than 10 pages) For all the preliminary pages listed above, the following format specifications apply: Page 6 of 37 • The headings for the abstract, dedication, acknowledgments, table of contents and other lists, and preface are centered between the margins, in ALL CAPITAL LETTERS, double-spaced, and begin on the first line after the 1-inch top margin. • Italics or underline are used only for species, genera, book titles, musical compositions, or foreign words. Pagination of the Preliminary Pages The title page is not paginated. All subsequent preliminary pages are paginated with lowercase Roman numerals. Starting with “i” on the abstract, place all page numbers at the bottom of the page, centered between the left and right margins and directly upon the 1-inch bottom margin. Continue numbering consecutively on the subsequent pages up to the first page of the main text. You may use a footer feature if your software provides one, but be sure that your page numbers are the same font and size as the rest of your text and are set to begin at 1 inch from the bottom edge of the page. The specifications for each of the preliminary matter pages are presented below. Title Page UMI/ProQuest specifies that students use words in place of formulae, symbols, superscripts, subscripts, Greek letters, chemical names, or other non-alphabetical symbols in their titles, and ASU conforms to these requirements. In choosing a title, please ensure that it accurately reflects your document’s content and scope and is punctuated appropriately, using a colon if there is a subtitle. It is suggested that you write out abbreviations and acronyms to facilitate searches related to your topic, especially those conducted by researchers in related and/or similar fields. Please note that titles may not be longer than three lines. This page also indicates your committee’s approval and the Graduate College’s acceptance of your thesis or dissertation. To create a correctly formatted title page, reproduce precisely the sample in Figure 3, which indicates the proper spacing and arrangement and refer to the general directions to create this page. Each sample title page contains a description in the center of the page, which you should reproduce word-for-word, adding your correct degree and corresponding document type. Please note that there are exceptions to the description’s wording for certain degree programs, as shown in Table 1. After your document is forwarded to ProQuest and you receive Final Format Approval, your title and abstract can no longer be changed. Directions for the Title Page (See Figures 1 and 2 as models.) 1. Type the title in all title case and double-spaced, centered between left and right margins, ensuring: Page 7 of 37 a. No bold type. b. Italics are used only for species, genera, book titles, musical compositions, or foreign words and phrases. c. Formulae, symbols, superscripts, subscripts, Greek letters, chemical names, or other non-alphabetical symbols are expressed in words, even if the shorthand forms are conventional in your field. 2. On a new line (double-spaced and centered), type “by” in lowercase letters (if necessary, turn off your software’s automatic capitalization feature—e.g., AutoCorrect in Word® and QuickCorrect in WordPerfect®). 3. On a new line (double-spaced and centered), type your full legal name as it appears on the ASU database. 4. Add exactly five (5) single-spaced lines after your name, and type the appropriate description for your degree with the exact format in terms of wording, line spacing (single), line breaks, and text casing as shown: A _________ Presented in Partial Fulfillment of the Requirements for the Degree ________________ a. Fill in “Thesis,” “Dissertation,” or other applicable term (see Table 1) in the first blank. b. Fill in the correct degree in the second blank. 5. Add exactly eleven (11) single-spaced lines after your name, and type “Approved [Month and year of your oral defense] by the” and on the next line type “Graduate Supervisory Committee” followed by a colon (:) as shown: Approved May 2010 by the Graduate Supervisory Committee: a. Type the month and year of your oral defense (not graduation) formatted as follows: i. Month (title-cased). ii. No comma between month and year. 6. Add one line. 7. Add the Graduate Supervisory Committee members’ names as follows: a. If you have two chairs, type “Co-Chair” (title-cased) on the first and second lines. b. If you have one chair, type the chair’s name, comma (,), one space, then “Chair” (not “Chairman” or “Chairperson”). c. Add the committee members (without the word “Member” following their names). d. Do not add titles (e.g., Dr., PhD, EdD) to Graduate Supervisory Committee members’ names. Page 8 of 37 8. At the bottom of the page, type “ARIZONA STATE UNIVERSITY” in all capitals. 9. On the final line of the page, type the month (May, August, December, or January only) and year of the date you will graduate, formatted as follows: a. Month in title case. b. No comma between month and year. 10. Ensure the description is centered between the title and “ARIZONA STATE UNIVERSITY” sections. 11. Ensure that the font and size for all text on the page are consistent. 12. Double check that your title page looks like the sample Figure 1 or Figure 2. 13. If you wish to copyright your work, see “Copyrighting Your Own Work” for instructions. Note to Students in the School of International Letters and Cultures. Documents produced to fulfill the requirements of a Master of Arts degree, or a Doctor of Philosophy degree, in the School of International Letters and Cultures may be written in the language of the discipline. You must, however, include an extra title page and abstract in English for the Graduate College’s records. Page 9 of 37 Figure 1: Title Page, Doctoral Dissertation Center all the text between the left and right margins, not the edges of the paper (the center will be at 4.25 inches from the left). Use single spacing. • • • • Title: double-spaced, Title Case “by”: double-spaced; all lowercase letters Name: matches your official transcript Clause “A Thesis Presented in Partial Fulfillment”: five single line spaces after name • Description: single-spaced; insert applicable terms to describe document and degree • Clause “Approved [Month] [Year] by the”: ten single line spaces after the degree • Date: month and year of your oral defense; no comma • Block 3: “Graduate Supervisory Committee” in title case followed by a colon (:); insert names of committee members; comma and space before Chair and Co-Chair • University: ALL CAPS • Date: month and year of your graduation, not defense; no comma Page 10 of 37 Figure 2: Title Page, Master’s Thesis Center all the text between the left and right margins, not the edges of the paper (the center will be at 4.25 inches from the left). Use single spacing. • • • • Title: double-spaced, Title Case “by”: double-spaced; all lowercase letters Name: matches your official transcript Clause “A Thesis Presented in Partial Fulfillment”: five single line spaces after name • Description: single-spaced; insert applicable terms to describe document and degree; no “s” after Master • Clause “Approved [Month] [Year] by the”: ten single line spaces after the degree • Date: month and year of your oral defense; no comma • Block 3: “Graduate Supervisory Committee” in title case followed by a colon (:); insert names of committee members; comma and space before Chair and Co-Chair • University: ALL CAPS • Date: month and year of your graduation, not defense; no comma Page 11 of 37 Abstract The abstract is your opportunity to present a succinct summary of your research and results. Many researchers read abstracts to determine the relevance, reliability, and quality of a source; therefore, if you create a clear and concise abstract, others are more likely to read your entire document. Before you write the abstract, review published abstracts in your field in order to recognize the qualities of a good abstract—and to learn what to avoid. Sample abstracts are easily accessible. Go to http://lib.asu.edu, find the section Research Databases, then go to Dissertations and Theses. For more guidelines on writing a successful abstract, refer to The Purpose of the Abstract at http://graduate.asu.edu/format/AbPurp.html. The Graduate College reserves the right to require revisions to the content of the abstract. If your abstract changes based on committee recommendation after your defense, you will need to submit the revised abstract for an additional format review. When formatting the abstract, refer to Figure 4 as a model. Directions for the Abstract 1. Set the margins to 1.5 inches on the left and the right, and 1 inch on the top and bottom. 2. Type “ABSTRACT” in ALL CAPITAL LETTERS, not bolded, centered between left and right margins, and double-spaced, using the same font and size as the title and approval page text. 3. Structure your paragraphs to include: a. An introduction to the study, or project, which helps place the research in context b. A clear description of your methods of analysis or experiment process c. A summary of your results and conclusions 4. Ensure that your text complies with the following guidelines: a. All acronyms or abbreviated phrases are written out fully at the first use and followed by the acronym/abbreviation in parentheses. Subsequent uses of the terms are consistent with the indicated acronym/abbreviation. b. Never use future tense when referring to the document contents (e.g., “This thesis will discuss . . .”). c. Most abstracts are written in third person, but first person singular (i.e. “I”) is accepted. Do not use the first person plural (i.e. “we,” “our,” or “us”) since theses and dissertations may not be co-authored. d. No bold type. e. Italics or underline are used only for species, genera, book titles, musical compositions, or foreign words and phrases. f. Formulae, symbols, Greek letters, and abbreviations are allowed in the abstract, but note that UMI/ProQuest will edit out capital foreign letters (e.g. ∏, ∑, et cetera). g. Do not include extra space between paragraphs. Page 12 of 37 5. Add the lowercased Roman numeral two (“i”) at the bottom of the page, ensuring that it does not fall within the 1-inch bottom margin. Ensure that the page number is the same font and size as the rest of the text. Continue numbering with “ii” if your abstract is two pages. 6. Abstracts may not exceed 350 words in length. Note to Students in the School of International Letters and Cultures. If you compose your document in the language of your discipline (e.g. Spanish, German, or French) then you must include an extra abstract in English for the Graduate College’s records. Page 13 of 37 Figure 3: Abstract • • • • • Indent according to style guide specifications Double-spaced only between “ABSTRACT” and text Example of acronym Double space all text Same size and font as text Page 14 of 37 Dedication and Acknowledgments (Optional) Generally, the dedication contains a more personal note to family or loved ones, while the acknowledgments usually consist of professional and academic assistance. Both of these pages are optional, although most documents have a brief paragraph of acknowledgments to recognize the contributions of committee members and others. The dedication and the acknowledgments should be on separate pages. If you include these pages, you must maintain a professional tone and follow the formatting as follows (in addition to the preliminary matter formatting requirements, including pagination): • Double-spaced. • The dedication and acknowledgments cannot exceed three pages combined. • Headings: The dedication does not require a heading, but “ACKNOWLEDGMENTS” should be in all capitals and centered between the margins on the acknowledgments page. • Text: The text of the dedication may be centered on the page. The text of the acknowledgments should follow the indentation of paragraphs recommended by your style guide. • The end of your acknowledgments is an excellent place to note sponsorship or funding for your research, i.e., military, corporate, etc. Table of Contents The table of contents is compiled by listing the headings of the pages that follow it; therefore, it should not list any pages preceding it (i.e., Abstract, Dedication, Acknowledgments, etc.). Each level of subheading should be consistently indented more than the preceding level. There are two choices for formatting the table of contents: one for documents with numbered chapters (Figure 5) and one for those without numbered chapters (Figure 6). Do not forget to number the pages in the Table of Contents consecutively, using lowercase Roman numerals in the same size and font as the rest of your text, one inch from the bottom of the page. Directions for the Table of Contents 1. Set the margins to 1.5 inches on the left and right, and 1 inch on the top and bottom. 2. Type “TABLE OF CONTENTS” in ALL CAPITAL LETTERS, centered between left and right margins and double-spaced, using the same font and size as the previous pages. 3. Do not use bold or italics. 4. Begin listing any preliminary pages that follow the table of contents (e.g., lists) in ALL CAPS. 5. Double-space between entries. 6. If you have chapters, create the headings “CHAPTER” and “Page” as shown in Figure 5. If you do not have chapters, use the word “Page” as shown in Figure 6. Repeat such headings on all subsequent pages of your table of contents. 7. You must include all headings and subheadings up to five levels of headings; if you have more than five levels of headings you may include as many as you see fit after the fifth. Page 15 of 37 Use the same wording, and punctuation, (but not the same typeface) for each entry as used in the corresponding text. You may abbreviate lengthy entries but ensure that the wording is identical up to the point of abbreviation. Use indentation to differentiate between heading levels. 8. Use ALL CAPS for chapter titles or section headings; use title case for all subheadings. 9. Add leader dots or solid lines between all listings and their corresponding page numbers. Ensure that all page numbers are vertically aligned. Create leader dots according to your software’s help menu specifications. 10. Double-check after any main text revisions that entries in the table of contents and lists match the ones in your text in terms of exact wording and punctuation and that the actual contents appear on the page numbers listed. Note to Master of Fine Arts in Creative Writing Students. A creative writing practicum will not require a table of contents if there are no formal divisions within the document. List of Tables, List of Figures, and other Lists If your document has tables and figures, include these lists to help your readers access relevant data. Both the “LIST OF TABLES” and “LIST OF FIGURES” follow essentially the same format, resembling the table of contents. The samples in Figures 7 and 8 that follow provide models that are easy to read and work well for any document. Other lists, such as terms or nomenclature, should be formatted similarly. Double-check after any main text revisions that entries in the “LIST OF TABLES,” “LIST OF FIGURES,” and other lists match the ones in your text in terms of exact wording, and punctuation, (but not typeface) and that the actual contents appear on the page numbers listed. Use title case for all table and figure captions. If your table or figure caption is over three sentences long, you must abbreviate it to only three sentences in length. Page 16 of 37 Figure 4a: Table of Contents (Chapter Format) • • • • • Indent subheadings Ensure this appears on subsequent pages Double space Add leader dots between headings/subheadings and page numbers Do not use bold or italic typeface in the Table of Contents Page 17 of 37 Figure 4b: Table of Contents (Chapter Format) cont. • Double space • Continue on subsequent pages if necessary Page 18 of 37 Figure 5: Table of Contents (Alternative Format) • Ensure this appears on subsequent pages • Double space Page 19 of 37 Figure 6: List of Tables • Ensure this appears on subsequent pages • Double space Page 20 of 37 Figure 7: List of Figures • Ensure this appears on subsequent pages • Double space • Captions in the list should be no longer than three lines in length Page 21 of 37 Main Text Requirements and Guidelines Font and Size Whichever of the Graduate College approved fonts and point sizes you choose, you must use consistently throughout your document, including headings and page numbers. Table and figure captions must also utilize the selected font and point size. Pagination of the Main Text The document is numbered consecutively with Arabic numerals. Starting with “1” on the first page, place all page numbers at the bottom of the page, centered between the left and right margins and directly upon the 1-inch bottom margin. Continue numbering consecutively on the subsequent pages to the end of the document. You may use a footer feature if your software provides one, but be sure that your page numbers are the same font and size as the rest of your text and are set to begin at 1 inch from the bottom edge of the page. Headings and Subheadings The format for headings and subheadings should be determined by your style guide; please review it carefully. Headings and subheadings should appear in the same font and size as the rest of the text, even if a style guide makes such alterations. Paragraphs and Indentation All paragraphs of your text should be indented as indicated by your style guide or journal. Indent consistently throughout your document. Indentation of block quotations and reference entries should conform to your style guide or journal article. Other Text Considerations Right Justification Justifying both margins is not recommended because it can cause a number of problems, especially in the references. Many programs that justify your text at both margins add spaces between words to stretch out a line, leaving awkward gaps in the text. Widows and Orphans “Widow” lines occur when the last line of a paragraph appears alone at the top of a page. “Orphan” lines occur when the first line of a paragraph, or heading or subheading, appears alone at the bottom of a page. To fix a “widow” or an “orphan,” move a line from the previous page to accompany it or move the line onto the next page. You may allow more than 1 inch at the bottom of a page in order to avoid “widow” and “orphan” lines. Use good judgment in correcting such problems, but avoid placing text within the 1-inch bottom margin. Most word-processing programs, including Microsoft® Word and Corel WordPerfect®, have a feature to prevent or fix this error. Page 22 of 37 In-text Citations You must identify all sources for other’s concepts, ideas, quotations, or paraphrased text that you have used in your document. Ensure that the author name, publication date, or page number (depending on your style and the type of source) are correct. Follow your style guide for the treatment of in-text citations in terms of appearance, content, punctuation, and placement. Notes If you wish to use notes, you may (1) place them at the bottom of the page (i.e., footnotes), (2) group them at the end of each chapter (i.e., endnotes or chapter notes), or (3) group them with the back matter (at the end of the document), before your references. Wherever you elect to place your notes, they must be formatted consistently throughout the document. All notes should be indicated in the text with corresponding superscript numbers (here1 rather than here1), so that they are distinct from the text. Follow your style guide or journal for the numbering and format of notes. You should single-space within each note, double-spacing between them. To format a document with endnote or chapter note organization, begin the notes section on a new page. Tables and Figures Refer to your style guide for the formatting of tables (including borders), table titles, and figure captions, including placement, typeface, alignment, and wording. You may need to reduce the size of a table or figure, either xerographically or by using smaller size type within the table or figure, to meet the margin requirements. As a general guide, you may refer to Figure 10, a sample table in Chicago style. To format a landscape table or figure, follow Figure 11. Do not use bold typeface for table or figure captions. If you have multiple-image captions, refer to Figure 12 as a sample. For continued figures or tables, follow your style guide for treatment of captions/titles. As an example, a continued figure may be formatted as shown in Figure 13, but students should follow their style guides for specific formatting instructions. Photographs and Graphics Each photograph or graphic, like all figures, must be given a number and a caption and must meet margin requirements, reducing the image if necessary. A “LIST OF PHOTOGRAPHS” or “LIST OF ILLUSTRATIONS” should also be included in the preliminary pages to assist readers in finding the images. Should you wish to include photographs or illustrations, you have two options: (1) scanning them; or, (2) reproducing them xerographically (provided that the resolution is clear enough). Whichever method you choose, the resulting image(s) should be sharp with good contrast quality. Tables extending over multiple pages should be placed in an appendix. Page 23 of 37 Figure 8: Sample Table in Chicago Style Note: You should follow the format of your selected style guide. Page 24 of 37 Figure 9: Horizontal (Landscape) Table Double space above page number Page 25 of 37 Back Matter Requirements and Guidelines Contents and Order The back matter may consist of the following pages, in this order: 1. Notes (if you have elected to group them at the end of the document) 2. References (AKA “Bibliography” or “Works Cited”) 3. Appendices 4. Biographical Sketch (optional) The back matter, including appendices, must meet the same margin requirements as the rest of the document. Pagination of the Back Matter Pagination of the back matter continues consecutively from the last page of text. The biographical sketch, if included, is the last page of the document. Notes If you have grouped the notes at the end of your document, begin on a new page. Follow your style guide or journal for the numbering type of notes. Single-space the notes, then double-space between them. Indicate notes in the text with corresponding superscript numbers (here1 rather than here1). If you use notes, please choose a word-processing software and a printer that allow for superscripts. References Style guides and journals vary widely in the treatment of references. Your comprehensive list of references also may be called “Works Cited” or “Bibliography,” but certain requirements apply to the list regardless of its name. Your style guide determines the format for all entries and their overall organization; therefore, you must be familiar with the style of citations and references used by your journal or style guide, ensuring that it addresses all of your source types. Please be aware that some style guides provide more than one option for reference style, depending on the discipline (e.g., humanities or sciences), so you will want to choose the option that is best suited to your discipline. Single-space all references then double-space between them. When you submit your document for format review, the advisor will check your citations for consistency, but you must complete a more thorough check to guarantee the order of references and the completeness of entries in relation to the style guide you have indicated on the Format Approval Sheet, and to ensure that the information you provide to your readers is accurate and that you are not plagiarizing per http://graduate.asu.edu/faculty_staff/policies. You will also want to verify that your reference list entries match any coinciding in-text citations. You are ultimately responsible for the completeness and accuracy of your references. Page 26 of 37 Appendices If you and your committee agree on the need for appendices, designate each appendix with a letter (“APPENDIX A”) or Roman numeral (“APPENDIX I”) and a descriptive title in ALL CAPS, and provide a separate cover page for each (see Figure 14). The appendix titles are listed in the table of contents (see Figure 5). All appendix materials must meet the usual margin requirements, reducing xerographically or by using a smaller size, if necessary, to meet the pagination and margin requirements. If your research includes human subjects or animal subjects, you must include the appropriate approval documents in an appendix. Any copyright permissions should also be included. If you are including non-print media as one or more appendices, include a cover page for each element with the text “[Consult Attached Files]” below the appendix title. Biographical Sketch (Optional) If it is common in your discipline, recommended by your committee, or important to you, you may include a biographical sketch as the last page of your document. It should be presented as one single-spaced paragraph. Present your biographical information in a professional tone. (See Figure 15.) Past tense is most commonly employed in the Biographical Sketch. Page 27 of 37 Figure 10: Appendix Cover Page Centered; all capitals; no bold. Page 28 of 37 Figure 11: Biographical Sketch • • • • One paragraph; indent per style guide Double space between heading and text Single-spaced 1.5” Page 29 of 37 Special Instructions Copyright As a graduate student, copyrighting impacts you in two ways. First, as the writer, you have legal rights concerning the contents of your thesis/dissertation. Second, as a researcher, you must make every effort not to violate the copyrights of others. Please visit http://lib.asu.edu/librarychannel/2006/10/26/copyright-in-the-academic-environment/ for more information. Copyrighting Your Own Work All works under copyright protection and published in the United States on or after March 1, 1989, are subject to mandatory deposit. Usually, the holder of the copyright is required to submit two copies of the copyrighted work to the Copyright Office. Section 704 of the Copyright Act states that these deposits “are available to the Library of Congress for its collection, or for exchange or transfer to any other library.” Circular 1 Copyright Basics and Circular 7d Mandatory Deposit of Copies (www.loc.gov/copyright/circs) provide useful information about the copyright process. If you have questions, you may contact the Copyright Office Public Information Office on the Internet at www.copyright.gov or by phone at (202) 707-3000. The form used to register a copyright for most documents is Form TX. Certain documents in the performing arts, such as musical scores or plays, may require Form PA. Contact the Copyright Office if you are not sure which form to use. Application forms are available online at www.copyright.gov/forms. You can apply for a copyright through UMI/ProQuest when you submit your document through ETD. If you plan on copyrighting your document, follow these additional formatting instructions: Place the copyright symbol (©) on the lower half of a second page after the title page with the year and your name centered between the margins. The copyright symbol meets the requirements of the Universal Copyright Convention to which the United States and most European and Asian nations belong. You should also include the statement “All Rights Reserved” below the copyright line. This statement will afford additional protection under the Buenos Aires Convention, to which the United States and most Latin American nations belong. Example: ©2010 Your Full Name All Rights Reserved The copyright page will become your second page, between the title page and the abstract. Please note that the copyright page does not change pagination; your abstract will still be page ‘i’. If you include a copyright page then you must pay the copyright fee. Page 30 of 37 Using the Copyrighted Work of Others Copyrighted material includes tables, charts, graphs, maps, questionnaires, illustrations, photographs, literary works, etc. It is against the law to reproduce copyrighted materials, in full or in part, without permission of the copyright owner. If you need to include copyrighted source material in your document, you must obtain written permission from the copyright owner prior to its use. The written permission you secure from the author or publisher to use copyrighted work in your document should be included in an appendix. UMI/ProQuest publishes a booklet, Copyright Law & Graduate Research: New Media, New Rights, and Your New Dissertation, that contains valuable information regarding proper copyright clearances and permissions. The booklet is available free of charge by calling ProQuest Information and Learning at 1-800-521-0600, ext. 7020, or online at www.proquest.com/en-US/products/dissertations/copyright. Research Involving Human and Animal Subjects Documents that make use of research involving human or animal subjects must include a statement indicating that the research has been approved by the appropriate university body. You must include approval documents in an appendix. Consult the websites below for more information. Human Subjects Research involving human subjects conducted under the auspices of Arizona State University is reviewed by the University Human Subjects Institutional Review Board (IRB) in compliance with federal regulations. Research involving human subjects concerns the collection of data on subjects whose performance of any activity is required for the purpose of compiling data. This includes data obtained by observation, interview, questionnaire, experiment, or a secondary source. Documents containing any data collection from human subjects require that applications be submitted to the University Human Subjects IRB for approval before data collection or recruitment of subjects is initiated. For further information, contact the human research coordinator in the Office of Human Research Administration at (480) 965-6788 or visit http://researchintegrity.asu.edu/irb/. Animal Subjects Research involving the use of animals conducted under the auspices of Arizona State University is reviewed by the University Institutional Animal Care & Use Committee (IACUC) in compliance with federal regulations. Documents containing any data collection from animal research require that applications be submitted to the University Animal Care & Use Committee for approval. For further information, contact the IACUC secretary in the IACUC Office at (480) 965-4387 or visit http://researchintegrity.asu.edu/iacuc/training/index.htm. Delaying Publication of Your Thesis/Dissertation (Embargo Status) If you want to delay publication of your document, you must petition the Graduate College requesting that the document be placed in confidential status. The petition form (Petition to the Graduate College, available at http://graduate.asu.edu/forms) must be submitted prior to submitting the document for format review. Requests received after this time will not be Page 31 of 37 approved. The form should indicate the reason for the request, the length of time desired (six months to two years), and should include your signature and that of your chair, the head of your academic unit and the Vice President for Research. If confidential status is granted, you will hold the oral defense, and then when instructed by the Graduate College submit your document to ProQuest. After the Graduate College forwards the confidential document to ProQuest and grants Final Format Approval, ProQuest will send a standard publishing alert to the student but it will only publish the record of the submission along with basic information such as the author’s name, publication number, and the abstract. There will be no access to the text until the embargo expires. Degrees with Exceptions and Special Format Requirements/Procedures Thesis/Dissertation Equivalents Some graduate degree programs require students to produce written projects that are not called “theses” or “dissertations.” If you are pursuing a degree in one of these programs, be sure to substitute the proper wording on the title page of your document as indicated in the following table: Table 1 Exceptions to “Thesis” and “Dissertation” on the Title Page Degree Name of Document Degree Name of Document D.M.A in Conducting A Research Paper D.M.A. in Music Performance A Research Paper M.F.A. in Creative Writing A Practicum M.F.A in Dance A Bound Document Master of Fine Arts in Creative Writing A table of contents may deviate from the examples shown in this manual, but one is not required. The placement of page numbers may differ from the standard placement described in this manual, however page numbers cannot intrude into margins. Documents from the School of International Letters and Cultures Documents produced to fulfill the requirements of a Master of Arts degree, or a Doctor of Philosophy degree, in the School of International Languages and Cultures may be written in the language of study. You must, however, include an extra title page and abstract in English for Graduate College records and UMI/ProQuest. Page 32 of 37 Documents Containing Separate Studies or Papers where the Student is the Sole Author Separate studies or papers submitted as one thesis or dissertation should be treated as “chapters” which must form a cohesive document. Combined papers require one abstract, one set of preliminary pages, and one set of references, which may be broken into sections corresponding to the articles from which they came. Page numbers must run consecutively throughout the text. You should remove any introductions from the separate studies or papers and incorporate them into a comprehensive introduction. Additionally, you should use the introduction to explain how each chapter approaches and examines the central thesis or central database. You also should write a comprehensive conclusion to the entire document. If any portions of your thesis or dissertation have been published previously then, in an appendix, note which portions have been previously published, when, and in which journals or books. Documents Containing Separate Studies or Papers where the Student is the First Listed Co-Author The Graduate College recognizes the necessity for graduate students to undertake collaborative research with a mentor and/or with other graduate students. Such collaborative research often results in co-authored journal articles and/or meeting presentations; nevertheless, the Graduate College does not allow co-authored dissertations or theses. When including previously published journal articles or meeting presentations in which the student is the first listed co-author, the student must meet the following conditions: 1) The article must constitute its own chapter within the dissertation or thesis; although, it may retain its original abstract and references; 2) An overall introductory chapter must explain how each chapter approached and examined the central thesis or dataset; 3) The last chapter of the document must summarize the findings of all chapters and appendices; 4) In a separate appendix, the student must either include signed letters from co-authors granting permission to use the articles, or a statement by the student to the effect that all co-authors have granted their permissions. Students incorporating previously published journal articles into their documents may do so in one of two ways: 1) The articles may become chapters within the document; or, 2) The articles may become appendices. If you choose option 1, the format of the entire document must be uniform. If you choose option 2, those appendices containing the articles may be formatted per the journal of publication. In both options, a complete set of citations must be placed at the end of the documents for ease of researchers even if separate reference sections appear at the end of some chapters or appendices. For more information on using previously published and/or coauthored work, see the Graduate Catalog at http://catalog.asu.edu/. Page 33 of 37 Documents Containing Separate Studies or Papers where the Student is the Second Listed Co-Author or Later When including previously published journal articles or meeting presentations in which the student is the second listed co-author or later, the student must meet the following conditions: 1) The article must constitute its own chapter within the dissertation or thesis; although, it may retain its original abstract and references; 2) You must include a one to two page introduction to your document. Place it before the first chapter. In this introduction, make clear your contributions to the project, including which part of the work you performed, which unique attributes you brought to the project, and your own point of view of the results. Identify and explain, as much as possible for a group effort, how each person contributed to the project. Such an introduction would guarantee that you would receive credit for your work in the project. 3) You should include a final chapter indicating what you concluded from the project, how the project has shaped your thought process for future research, and anything else your committee thinks relevant. 4) In a separate appendix, the student must either include signed letters from co-authors granting permission to use the articles, or a statement by the student to the effect that all co-authors have granted their permissions. Including Non-print Media with Theses/Dissertations Nonprint media, such as audio or video files may be used to store information that accompanies your thesis/dissertation. The information stored on such files, particularly any included software, must not violate any copyrights. Page 34 of 37 Appendix Glossary Term Definition Abstract The second page of your document that describes and summarizes your work for potential readers ALL CAPS Shorthand for ‘capitalize all the letters;’ a synonym for UPPERCASE Acronym An abbreviation formed from the first letters of each word in a series of words APA Abbreviation for the Publication Manual of the American Psychological Association Bold set in boldface Cap Abbreviation for ‘capitalization’ Chicago Abbreviation for The Chicago Manual of Style Dot leaders See ‘leader dots’ Double-spacing Refers to leaving one full-size blank between each line of type on the page. For most word-processing software, this means setting the line spacing to ‘double.’ ETD Electronic Thesis and Dissertation Submission Final Format Approval The designation that indicates your document has been approved by the Format Office and has been forwarded to UMI/ProQuest Flush left A direction indicating that text should begin at the left margin Front matter/ preliminary pages Includes the ‘Title Page,’ ‘Abstract,’ ‘Acknowledgments,’ ‘Dedication,’ ‘Table of Contents,’ ‘List of Tables/Figures,’ etc.; is numbered with lowercase Roman numerals (i.e., everything before Chapter 1) Initial cap An abbreviation for capitalizing the first letter of all ‘important’ words and all words with four letters or more Journal style/ journal article style A possible style guide choice; see ‘style guide/style manual’ Leader dots The dotted lines between the text and page numbers in the ‘Table of Contents’ and other lists Legend Any additional information or a more detailed explanation given with a figure and following the caption; it does not appear in the ‘List of Figures.’ See ‘Figures’ Line spacing The number of blank horizontal spaces between lines of text; in single- Page 35 of 37 spacing, there are no blank lines, in double-spacing, there is one blank line. See also double-spacing and quadruple-spacing Lowercase Having no capital letters Margin A space in which no text appears MLA Abbreviation for the Modern Language Association’s publication guidelines, such as the MLA Handbook or the MLA Style Manual Orphan A single line of text at the end of a page; most software programs have an option to prevent orphans Pass/fail form The unofficial name for the form indicating your oral defense results; officially called a ‘Report for Master’s Thesis/Practicum Defense’ or an ‘Announcement and Report for Doctoral Dissertation Defense’ You or your department must submit this completed form to the Graduate College in order for you to receive final format approval and for your degree to be conferred. Print quality A term referring to the clarity of the page, including the darkness of the lettering or graphics (due to a printer or a photocopier) and/or the cleanliness of the paper (which can be affected by stray marks, ink splotches, smudges, etc.) Quadruple-spacing Two double-spaced or four single-spaced lines between text Sentence cap or sentence case A pattern of capitalization whereby only the first letter of the first word of a sentence is capitalized Spot-check To sample or look over quickly or at random Style guide/ style manual Any number of publications that provide formatting for individuals conducting various types of writing; generally style guides are discipline- or audience-specific; all students at ASU must choose one style guide (or journal style) to format areas not covered by the Format Manual Title case See ‘Initial Cap’ Title page The first page of your thesis/dissertation that contains the typed names of your Graduate Supervisory Committee members Turabian Abbreviation for A Manual for Writers of Research Papers, Theses, and Dissertations, written by Kate L. Turabian and published by the University of Chicago Press UMI Acronym for University Microforms Incorporated Widow A single line of text at the beginning of a page; most software programs have an option to prevent widows Page 36 of 37 Online Resources ASU Links ASU Writing Center www.asu.edu/duas/wcenter/ Copyright Links Copyright Law & Graduate Research: New Media, New Rights, and Your New Dissertation www.umi.com/umi/dissertations Library of Congress Copyright Information Circulars and Factsheets www.copyright.gov/circs U.S. Library of Congress Copyright Office www.copyright.gov U.S. Copyright Forms www.copyright.gov/forms UMI’s Copyright Questions www.umi.com/umi/dissertations Research Links Office of Human Research Administration humansubjects.asu.edu Institutional Animal Care & Use Committee researchnet.asu.edu/animal_care Page 37 of 37