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Writers traditionally identify the source of words or ideas that they quote, paraphrase, or summarize from outside sources. In informal writing—personal narratives, for instance, or humorous pieces—sources are best identified in the text itself, keeping the reference brief yet clear.

As writing contexts grow more formal—academic papers or legal documents, for instance—readers increasingly expect more care and precision about revealing sources. In such situations, formal reference notes are handled with strict adherence to established convention. Yet here also, clarity and simplicity are essential.

Like simplicity and clarity, the following guidelines apply in a broad range of writing contexts: