Frequently Asked Questions Regarding Citation

Who determines “correct” citation?

There is no national citation authority.  Though various citation manuals purport to prescribe “rules” governing citation practice, for most legal writing citation rules are established by conventional practice.[1] 

            The Bluebook, formally known as A Uniform System of Citation, was for many years the most widely used compilation of citation rules.  Currently in its 18th edition (the first was published in 1926), the Bluebook is produced by the student editors of the Columbia, Harvard, Pennsylvania Law Reviews and the Yale Law Journal.  The Bluebook governs the citation practices of most U.S. student-edited law journals and as a result of its long use in schools has significantly shaped the citation practices of U.S. lawyers.

            The ALWD Citation Manual: A Professional System of Citation (the “ALWD Citation Manual”), published in its first edition in 2000 (and in its third in 2006), has quickly gained a wide following in U.S. law schools, having been adopted by more than half of the U.S. first-year legal writing programs. The book was designed as a “Restatement” of current citation practices.  Given the enormous influence the Bluebook has had on current citation practices, therefore, the citations prescribed by the ALWD Citation Manual hardly differ from those prescribed by the Bluebook.  The ALWD Citation Manual is primarily the work of Darby Dickerson, Dean of Stetson Law School and the nation’s leading authority on legal citation, with significant contributions from many members of the Association of Legal Writing Directors (“ALWD”), a nationwide organization of professional legal writing professors.  Most of the Legal Analysis & Writing professors at Case are members of ALWD, but, it should go without saying, they have no stake whatsoever in the success of the ALWD Citation Manual.

An earlier project, The University of Chicago Manual of Legal Citation, which called itself the Maroon Book, was an effort to prescribe concisely abstract rules of citation that would be universally applicable. The Maroon Book, first published in 1989, is now out of print and never enjoyed much success.

More often than not, local court rules supplement or override the rules set forth in citation manuals.  Typically, such local rules are consistent with the Bluebook and the ALWD Citation Manual but set out requirements for greater specificity.  Thus, for example, some state rules require parallel citations where the manuals would not.  Only very few of these local rules call for radically different citation formats.  While these local rules expressly only apply to documents submitted to courts, those requirements inevitably exercise some influence on wider citation practice within the jurisdictions where they apply.

Commercial legal publishers employ their own citation forms primarily, of course, to reinforce their own commercial interests.  Thus, for example, a judge’s citation to "Butner v. United States, 440 U.S. 48, 55 (1979)," when reported in West Group's National Reporter System becomes "Butner v. United States, 440 U.S. 48, 55, 99 S.Ct. 914, 59 L.E.2d 136 (1979)." Annotations in a West Group annotated code systematically place that company's National Reporter System citation for a case ahead of its volume and page number in the official state reporter. Annotations and summaries in Matthew Bender's Lawyers' Edition of Supreme Court decisions cite to the same publisher's United States Code Service – e.g., "15 USCS § 637(d)".

In the end, most of "legal citation," like most of any language, is a matter of convention established by evolving usage by the members of distinct professional communities.

 

 

Why did we choose primarily to teach the ALWD Citation Manual rather than the Bluebook in CaseArc?

 

We chose to use the ALWD Citation Manual rather than the Bluebook in CaseArc because, in short, it is a better tool with which to teach and to learn citation and because it more accurately reflects actual practitioner citation practice than does the Bluebook: (1) it is better organized than the Bluebook and therefore an easier means of learning the general conventions of existing citation practice, and (2) the jurisdiction-specific appendices set forth in the ALWD Citation Manual reflect more accurately local practice than do the appendices of the Bluebook. The Bluebook’s organization has suffered in part because it is the product of student editors, the editorial staffs of student editors constantly turn over, and because the changes made over the course of the Bluebook’s 18 editions have been made through a process of accretion – never has the Bluebook been reorganized and rewritten from the ground up.  The ALWD Citation Manual was prepared in part as a response to the frequent and puzzling changes in the Bluebook and the difficulty legal writing professors encountered in teaching first-year law students citation skills from the Bluebook.   In addition to being poorly organized, much of the Bluebook is devoted to citation for law review articles and notes, which it treats in a wholly different way than “practitioner” form.  In CaseArc, we teach only practitioner form and would do so even if, as we did before 2000, we still taught the Bluebook.  Most of the examples of citation in the Bluebook, and the rare explanations of the rules, were prepared for journal editors working on article footnotes; the Bluebook was not prepared for lawyers and judges preparing documents for law practice and court.  In CASEArc, we teach legal citation for practitioners because we are teaching legal citation in the context of drafting legal memoranda and appellate briefs.  The ALWD Citation Manual is a system of legal citation for practitioners.  Thus, it is a better citation system for our purposes and your learning in CaseArc

 

While an attorney plainly has to follow certain standards in his or her citation practice, there is no authority governing those standards (other than the specific court to which the attorney is submitting some of his or her documents), so those standards shift over time, region, and even individual practitioner.  Given the absence of uniformity in citation practices, the fact the ALWD Citation Manual is better written, better organized, and better laid out graphically than the Bluebook make it a better tool even as one textbook might be better than another.  That is in no small part what a law school citation manual is—a textbook.  Students come to law school either without any idea about citation form or with exposure only to other, very different, citation forms (e.g., MLA or APA form, both of which are enforced by central authorities, the Modern Language Association and the American Psychological Association, respectively).  In CaseArc’s introduction to citation, we teach very basic matters, including what parties’ names need to go in the citation, what reporters are, which reporters to cite and when, the relevance of state and local rules governing citation, the purposes of citation (one of the major and more unappreciated differences between practice and journal form), and where to look for the conventions within the legal community in which one practices (which can be defined at the state, local, and even firm levels).  Beyond those basic matters, teaching citation is largely a matter of the students then conforming with professional accuracy to the required standard.  Once students learn those basic matters, they ought to be able to conform to any standard that actually exists within the U.S. legal community, including the standards set by the Bluebook.  Doing so after learning the basic matters really should be no more complicated than “learning the differences.”

  

 

What are the differences?

 

            The citations resulting from the use of the rules prescribed by the ALWD Citation Manual and the Bluebook are so minor they likely would not even be noticed by the vast majority of practicing lawyers.  Those differences (for practitioner citation) are set forth in a table (in pdf format) available online.[2] It would be very, very difficult to figure out which citation manual’s rules had been used by the author of any legal document; in fact, it is far more likely that anyone who spots differences between citations produced using the Bluebook and the ALWD Citation Manual in practice is relying more on an old version of the Bluebook, dating back to the time of that lawyer’s law school days, than from any difference between the ALWD Citation Manual and the latest iteration of the Bluebook.  In fact, the rules prescribed by the ALWD Citation Manual are more consistent with what generations of lawyers actually do than what the Bluebook recommends.  More importantly, the ALWD Citation Manual’s jurisdiction-specific appendices are far more accurate in their reflection of those jurisdictions’ local practices than the Bluebook’s.    

 

What should I say if an employer asks me if I know how to “bluebook”?

 

If you are asked at work or in a job interview whether you know how to "bluebook" correctly, you are most likely not being asked whether you know the Bluebook; instead, the questioner is probably asking whether you know how to correctly cite to legal materials and can check the cites in the document for accuracy and veracity.  In short, the term “bluebook” has become a generic term much as other trademark terms such as “xerox,” “band-aid,” “kleenex,” and “q-tip” have become generic.  If you were asked to “xerox” something, you would photocopy it, and not worry about whether the machine you use was made by Ricoh, Canon, Minolta, or Xerox.

 

Moreover, correct legal citation is based on putting citations into formats acceptable to most practitioners and judges, and you can do that regardless of whether you originally learned legal citation from the ALWD Citation Manual, the Bluebook, or some other source.  In practice, of course, for documents submitted to a court, you must consult the local citation rules for the jurisdiction.  Among other advantages of the ALWD Citation Manual is the fact that its appendices include these local rules.  The Bluebook does not.

 

While even some practitioners will wonder why we aren’t “teaching the Bluebook,” in doing so they are expressing the misunderstandings of citation form discussed in this FAQ.  The Bluebook has only perpetuated these misunderstandings, not least in its misnomer of a subtitle, A Uniform System of Citation.  Law schools bears their share of blame in perpetuating these misunderstandings, largely because of the undue prominence given to citation in law school journals and the prominence of journal experience in the careers of law school faculty.  While most Cleveland lawyers probably have the Bluebook in their offices (because that was the citation manual they used in law school), there is no doubt that the professional approach to citation makes it the lawyers' responsibility is to cite according to local citation practice.  Again, the ALWD Citation Manual is simply a more accurate (though itself imperfect) source for those local citation practices. 

 

 

What do I need to learn in order to do journal Bluebook editing?

 

          If you work on a journal during your second and third years of law school, you will need to learn the Bluebook rules for law journals because the Case journals all still adhere to Bluebook citation rules.  As mentioned above, the need to learn Bluebook journal citation style is not a new burden created by adoption of the ALWD Citation Manual; even when in the first year legal writing course we taught the Bluebook, we only taught Bluebook practitioner citation.  If you already know how to write citations well from the ALWD Citation Manual, conversion to the Bluebook for journal citation should be no more difficult than it was when the conversion was from Bluebook practitioner citation to Bluebook journal citation.  Beginning in 2004, an annual presentation on the major differences between ALWD Citation Manual style and Bluebook journal style has been made to members of the journals.  

 

            Conceivably, the law journals at Case could adopt the ALWD Citation Manual to govern their citation practices.  Several law school journals have done so.[3]  Nonetheless, law schools and especially law journals tend to follow the lead of the top-ranked law schools.  Thus, because Columbia, Harvard, Pennsylvania and Yale are unlikely to adopt the ALWD Citation Manual for their law journals (because each of those schools has a financial stake in the success of the Bluebook), the journals’ adoption of the ALWD Citation Manual would constitute a far more radical act than is its adoption in the first-year legal writing program.    

 

We hope you find this information useful as you venture beyond the law school into the larger legal community.  Please feel free to contact any of the Legal Analysis & Writing professors if you have any questions about this FAQ.

 


[1] See generally Peter W. Martin, Introduction to Basic Legal Citation (LII 2003 ed.), http://www.law.cornell.edu/citation/index.htm (accessed September 24, 2004).

[2] If you would like to learn more about the truly minor differences, there are citation comparison charts available at ALWD Citation Manual website:  http://www.alwd.org/cm/.

 

[3] http://www.alwd.org/cm/ (accessed September 24, 2004).

 

Page most recently revised on June 29, 2006.