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Guidelines for Quoting and Using Excerpts from Journal Articles

1. Why Proper Quotation Matters

Academic writing rests on a foundation of honesty, transparency, and respect for the intellectual work of others. When you quote, paraphrase, or otherwise incorporate material from a scholarly article, you must (1) preserve the original meaning, (2) give appropriate credit, and (3) follow the conventions of the citation style you have chosen. Failing to do so can lead to plagiarism accusations, copyright infringement, and loss of credibility.

2. When to Quote Directly

Use a direct quotation when the original wording is:

  • Highly precise or technically defined, making rephrasing impossible without loss of nuance.
  • An exemplary example of style, rhetoric, or argument that you want to discuss.
  • Required by your instructor or the publication venue (e.g., a legal analysis).

Otherwise, paraphrase the idea in your own words and cite the source.

2.1 Formatting the Quote

  • Keep quotations short (usually no more than 40 words) to maintain flow.
  • Integrate the quote grammatically into your sentence.
  • Use quotation marks for inline quotes; for longer passages (40 words) format as a block quote.
The rigorous testing of null hypotheses is essential for the reliability of empirical research, yet many studies fail to report effect sizes, obscuring real-world relevance.
Smith & Lee, 2021, Journal of Methodology, 27(3), 112124.

Follow the punctuation rules of the citation style you are using. In APA, the period belongs after the citation; in MLA, it belongs before.

3. Paraphrasing Correctly

Paraphrasing involves restating an authors ideas in your own voice while retaining the original meaning. Good paraphrasing requires you to read the passage, set it aside, and write the idea without looking at the source. Avoid simply swapping synonyms or rearranging words; that still constitutes plagiarism.

After paraphrasing, cite the original source. In most styles a citation appears at the end of the paraphrased paragraph:

Example (APA): Recent metaanalyses demonstrate that incorporating effectsize statistics improves the interpretability of psychological findings (Smith & Lee, 2021).

4. Choosing a Citation Style

The most common styles in academia are APA (American Psychological Association), MLA (Modern Language Association), and Chicago/Turabian. Each has distinct rules for quoting, paraphrasing, and referencing.

4.1 APA (7th edition)

  • Intext citation: (Author, year, p.page). Example: (Smith & Lee, 2021, p.115).
  • Reference list entry: Author, A.A., & Author, B.B. (Year). Title of article. Title of Journal, volume(issue), pages. DOI
  • Block quotes (40+ words) are indented 0.5in, without quotation marks.

4.2 MLA (9th edition)

  • Intext citation: (Author page). Example: (Smith 115).
  • WorksCited entry: Author(s). Title of Article. Title of Journal, vol.volume, no.issue, Year, pages. DOI.
  • Block quotes (four lines or more) are introduced with a colon and indented.

4.3 Chicago Notes & Bibliography

  • Footnote/endnote citation: Author Firstname Lastname, Title of Article, Journal Title volume, no.issue (Year): page, DOI.
  • Bibliography entry mirrors the footnote but without the specific page.
  • Block quotes are set off in a separate paragraph and indented.

5. Copyright, Permissions, and Fair Use

Most journal articles are copyrighted by the publisher. General academic practice allows limited use under fair use (U.S.) or fair dealing (Commonwealth nations) without seeking permission, provided that:

  • The excerpt is short (typically less than 500 words or 10% of the article).
  • Use is for noncommercial, scholarly purposes.
  • The work is properly attributed.
  • The use does not substitute for the original article.

If you need to reproduce figures, tables, or long passages, request permission from the publisher. Keep a copy of the permission letter and cite it in a note.

Openaccess articles (those with Creative Commons licenses) often allow broader reuse. Verify the license (e.g., CCBY, CCBYNC) and follow its requirements, such as providing a link to the original source.

6. Common Pitfalls to Avoid

  • Overquoting: Relying heavily on quotations can make the paper appear as a patchwork of others work.
  • Missing citations: Every quoted or paraphrased idea must be cited, even when the source is a personal communication.
  • Incorrect page numbers: Provide the precise page for direct quotations; for paraphrases, page numbers are optional in some styles.
  • Improper formatting: Use the correct indentation, quotation marks, and citation placement for your chosen style.
  • Misrepresenting the original: Ensure that paraphrases preserve the authors meaning and do not introduce bias.

7. Practical Checklist

  1. Identify whether the material should be quoted or paraphrased.
  2. Check the length of the excerpt against fairuse guidelines.
  3. Apply the appropriate formatting (quotation marks, block quote, citation).
  4. Insert the correct intext citation according to the style guide.
  5. Enter the full reference in the bibliography or workscited list.
  6. If the excerpt exceeds fairuse limits, request permission or use an openaccess source.
  7. Proofread for citation accuracy and proper punctuation.

Following this checklist will help you maintain academic integrity while effectively incorporating scholarly sources into your work.

8. Further Resources

Reference Files For Guidelines For Quotation And Other Academic Uses Of Excerpts From Journal Articles
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