annotated bibliography with thesis statement

How to Write an Annotated Bibliography - APA Style (7th Edition)

What is an annotation, how is an annotation different from an abstract, what is an annotated bibliography, types of annotated bibliographies, descriptive or informative, analytical or critical, to get started.

An annotation is more than just a brief summary of an article, book, website, or other type of publication. An annotation should give enough information to make a reader decide whether to read the complete work. In other words, if the reader were exploring the same topic as you, is this material useful and if so, why?

While an abstract also summarizes an article, book, website, or other type of publication, it is purely descriptive. Although annotations can be descriptive, they also include distinctive features about an item. Annotations can be evaluative and critical as we will see when we look at the two major types of annotations.

An annotated bibliography is an organized list of sources (like a reference list). It differs from a straightforward bibliography in that each reference is followed by a paragraph length annotation, usually 100–200 words in length.

Depending on the assignment, an annotated bibliography might have different purposes:

• Provide a literature review on a particular subject
• Help to formulate a thesis on a subject
• Demonstrate the research you have performed on a particular subject
• Provide examples of major sources of information available on a topic
• Describe items that other researchers may find of interest on a topic

There are two major types of annotated bibliographies:

A descriptive or informative annotated bibliography describes or summarizes a source as does an abstract; it describes why the source is useful for researching a particular topic or question and its distinctive features. In addition, it describes the author's main arguments and conclusions without evaluating what the author says or concludes.

For example:

McKinnon, A. (2019). Lessons learned in year one of business.  Journal of Legal Nurse Consulting ,  30 (4), 26–28. This article describes some of the difficulties many nurses experience when transitioning from nursing to a legal nurse consulting business. Pointing out issues of work-life balance, as well as the differences of working for someone else versus working for yourself, the author offers their personal experience as a learning tool. The process of becoming an entrepreneur is not often discussed in relation to nursing, and rarely delves into only the first year of starting a new business. Time management, maintaining an existing job, decision-making, and knowing yourself in order to market yourself are discussed with some detail. The author goes on to describe how important both the nursing professional community will be to a new business, and the importance of mentorship as both the mentee and mentor in individual success that can be found through professional connections. The article’s focus on practical advice for nurses seeking to start their own business does not detract from the advice about universal struggles of entrepreneurship makes this an article of interest to a wide-ranging audience.

An analytical or critical annotation not only summarizes the material, it analyzes what is being said. It examines the strengths and weaknesses of what is presented as well as describing the applicability of the author's conclusions to the research being conducted.

Analytical or critical annotations will most likely be required when writing for a college-level course.

McKinnon, A. (2019). Lessons learned in year one of business.  Journal of Legal Nurse Consulting ,  30 (4), 26–28. This article describes some of the difficulty many nurses experience when transitioning from nursing to a nurse consulting business. While the article focuses on issues of work-life balance, the differences of working for someone else versus working for yourself, marketing, and other business issues the author’s offer of only their personal experience is brief with few or no alternative solutions provided. There is no mention throughout the article of making use of other research about starting a new business and being successful. While relying on the anecdotal advice for their list of issues, the author does reference other business resources such as the Small Business Administration to help with business planning and professional organizations that can help with mentorships. The article is a good resource for those wanting to start their own legal nurse consulting business, a good first advice article even. However, entrepreneurs should also use more business research studies focused on starting a new business, with strategies against known or expected pitfalls and issues new businesses face, and for help on topics the author did not touch in this abbreviated list of lessons learned.

Now you are ready to begin writing your own annotated bibliography.

• Choose your sources - Before writing your annotated bibliography, you must choose your sources. This involves doing research much like for any other project. Locate records to materials that may apply to your topic.
• Review the items - Then review the actual items and choose those that provide a wide variety of perspectives on your topic. Article abstracts are helpful in this process.
• The purpose of the work
• A summary of its content
• Information about the author(s)
• For what type of audience the work is written
• Its relevance to the topic
• Any special or unique features about the material
• Research methodology
• The strengths, weaknesses or biases in the material

Annotated bibliographies may be arranged alphabetically or chronologically, check with your instructor to see what he or she prefers.

Please see the  APA Examples page  for more information on citing in APA style.

• Last Updated: Aug 8, 2023 11:27 AM
• URL: https://libguides.umgc.edu/annotated-bibliography-apa

Annotated Bibliographies

What this handout is about.

This handout will explain why annotated bibliographies are useful for researchers, provide an explanation of what constitutes an annotation, describe various types of annotations and styles for writing them, and offer multiple examples of annotated bibliographies in the MLA, APA, and CBE/CSE styles of citation.

Introduction

Welcome to the wonderful world of annotated bibliographies! You’re probably already familiar with the need to provide bibliographies, reference pages, and works cited lists to credit your sources when you do a research paper. An annotated bibliography includes descriptions and explanations of your listed sources beyond the basic citation information you usually provide.

Why do an annotated bibliography?

One of the reasons behind citing sources and compiling a general bibliography is so that you can prove you have done some valid research to back up your argument and claims. Readers can refer to a citation in your bibliography and then go look up the material themselves. When inspired by your text or your argument, interested researchers can access your resources. They may wish to double check a claim or interpretation you’ve made, or they may simply wish to continue researching according to their interests. But think about it: even though a bibliography provides a list of research sources of all types that includes publishing information, how much does that really tell a researcher or reader about the sources themselves?

An annotated bibliography provides specific information about each source you have used. As a researcher, you have become an expert on your topic: you have the ability to explain the content of your sources, assess their usefulness, and share this information with others who may be less familiar with them. Think of your paper as part of a conversation with people interested in the same things you are; the annotated bibliography allows you to tell readers what to check out, what might be worth checking out in some situations, and what might not be worth spending the time on. It’s kind of like providing a list of good movies for your classmates to watch and then going over the list with them, telling them why this movie is better than that one or why one student in your class might like a particular movie better than another student would. You want to give your audience enough information to understand basically what the movies are about and to make an informed decision about where to spend their money based on their interests.

What does an annotated bibliography do?

A good annotated bibliography:

• encourages you to think critically about the content of the works you are using, their place within a field of study, and their relation to your own research and ideas.
• proves you have read and understand your sources.
• establishes your work as a valid source and you as a competent researcher.
• situates your study and topic in a continuing professional conversation.
• provides a way for others to decide whether a source will be helpful to their research if they read it.
• could help interested researchers determine whether they are interested in a topic by providing background information and an idea of the kind of work going on in a field.

What elements might an annotation include?

• Bibliography according to the appropriate citation style (MLA, APA, CBE/CSE, etc.).
• Explanation of main points and/or purpose of the work—basically, its thesis—which shows among other things that you have read and thoroughly understand the source.
• Verification or critique of the authority or qualifications of the author.
• Comments on the worth, effectiveness, and usefulness of the work in terms of both the topic being researched and/or your own research project.
• The point of view or perspective from which the work was written. For instance, you may note whether the author seemed to have particular biases or was trying to reach a particular audience.
• Relevant links to other work done in the area, like related sources, possibly including a comparison with some of those already on your list. You may want to establish connections to other aspects of the same argument or opposing views.

The first four elements above are usually a necessary part of the annotated bibliography. Points 5 and 6 may involve a little more analysis of the source, but you may include them in other kinds of annotations besides evaluative ones. Depending on the type of annotation you use, which this handout will address in the next section, there may be additional kinds of information that you will need to include.

For more extensive research papers (probably ten pages or more), you often see resource materials grouped into sub-headed sections based on content, but this probably will not be necessary for the kinds of assignments you’ll be working on. For longer papers, ask your instructor about their preferences concerning annotated bibliographies.

Did you know that annotations have categories and styles?

Decisions, decisions.

As you go through this handout, you’ll see that, before you start, you’ll need to make several decisions about your annotations: citation format, type of annotation, and writing style for the annotation.

First of all, you’ll need to decide which kind of citation format is appropriate to the paper and its sources, for instance, MLA or APA. This may influence the format of the annotations and bibliography. Typically, bibliographies should be double-spaced and use normal margins (you may want to check with your instructor, since they may have a different style they want you to follow).

MLA (Modern Language Association)

See the UNC Libraries citation tutorial for basic MLA bibliography formatting and rules.

• MLA documentation is generally used for disciplines in the humanities, such as English, languages, film, and cultural studies or other theoretical studies. These annotations are often summary or analytical annotations.
• Title your annotated bibliography “Annotated Bibliography” or “Annotated List of Works Cited.”
• Following MLA format, use a hanging indent for your bibliographic information. This means the first line is not indented and all the other lines are indented four spaces (you may ask your instructor if it’s okay to tab over instead of using four spaces).
• Begin your annotation immediately after the bibliographic information of the source ends; don’t skip a line down unless you have been told to do so by your instructor.

APA (American Psychological Association)

See the UNC Libraries citation tutorial for basic APA bibliography formatting and rules.

• Natural and social sciences, such as psychology, nursing, sociology, and social work, use APA documentation. It is also used in economics, business, and criminology. These annotations are often succinct summaries.
• Annotated bibliographies for APA format do not require a special title. Use the usual “References” designation.
• Like MLA, APA uses a hanging indent: the first line is set flush with the left margin, and all other lines are indented four spaces (you may ask your instructor if it’s okay to tab over instead of using four spaces).
• After the bibliographic citation, drop down to the next line to begin the annotation, but don’t skip an extra line.
• The entire annotation is indented an additional two spaces, so that means each of its lines will be six spaces from the margin (if your instructor has said that it’s okay to tab over instead of using the four spaces rule, indent the annotation two more spaces in from that point).

CBE (Council of Biology Editors)/CSE (Council of Science Editors)

See the UNC Libraries citation tutorial for basic CBE/CSE bibliography formatting and rules.

• CBE/CSE documentation is used by the plant sciences, zoology, microbiology, and many of the medical sciences.
• Annotated bibliographies for CBE/CSE format do not require a special title. Use the usual “References,” “Cited References,” or “Literature Cited,” and set it flush with the left margin.
• Bibliographies for CSE in general are in a slightly smaller font than the rest of the paper.
• When using the name-year system, as in MLA and APA, the first line of each entry is set flush with the left margin, and all subsequent lines, including the annotation, are indented three or four spaces.
• When using the citation-sequence method, each entry begins two spaces after the number, and every line, including the annotation, will be indented to match the beginning of the entry, or may be slightly further indented, as in the case of journals.
• After the bibliographic citation, drop down to the next line to begin the annotation, but don’t skip an extra line. The entire annotation follows the indentation of the bibliographic entry, whether it’s N-Y or C-S format.
• Annotations in CBE/CSE are generally a smaller font size than the rest of the bibliographic information.

After choosing a documentation format, you’ll choose from a variety of annotation categories presented in the following section. Each type of annotation highlights a particular approach to presenting a source to a reader. For instance, an annotation could provide a summary of the source only, or it could also provide some additional evaluation of that material.

In addition to making choices related to the content of the annotation, you’ll also need to choose a style of writing—for instance, telescopic versus paragraph form. Your writing style isn’t dictated by the content of your annotation. Writing style simply refers to the way you’ve chosen to convey written information. A discussion of writing style follows the section on annotation types.

Types of annotations

As you now know, one annotation does not fit all purposes! There are different kinds of annotations, depending on what might be most important for your reader to learn about a source. Your assignments will usually make it clear which citation format you need to use, but they may not always specify which type of annotation to employ. In that case, you’ll either need to pick your instructor’s brain a little to see what they want or use clue words from the assignment itself to make a decision. For instance, the assignment may tell you that your annotative bibliography should give evidence proving an analytical understanding of the sources you’ve used. The word analytical clues you in to the idea that you must evaluate the sources you’re working with and provide some kind of critique.

Summary annotations

There are two kinds of summarizing annotations, informative and indicative.

Summarizing annotations in general have a couple of defining features:

• They sum up the content of the source, as a book report might.
• They give an overview of the arguments and proofs/evidence addressed in the work and note the resulting conclusion.
• They do not judge the work they are discussing. Leave that to the critical/evaluative annotations.
• When appropriate, they describe the author’s methodology or approach to material. For instance, you might mention if the source is an ethnography or if the author employs a particular kind of theory.

Informative annotation

Informative annotations sometimes read like straight summaries of the source material, but they often spend a little more time summarizing relevant information about the author or the work itself.

Indicative annotation

Indicative annotation is the second type of summary annotation, but it does not attempt to include actual information from the argument itself. Instead, it gives general information about what kinds of questions or issues are addressed by the work. This sometimes includes the use of chapter titles.

Critical/evaluative

Evaluative annotations don’t just summarize. In addition to tackling the points addressed in summary annotations, evaluative annotations:

• evaluate the source or author critically (biases, lack of evidence, objective, etc.).
• show how the work may or may not be useful for a particular field of study or audience.
• explain how researching this material assisted your own project.

Combination

An annotated bibliography may combine elements of all the types. In fact, most of them fall into this category: a little summarizing and describing, a little evaluation.

Writing style

Ok, next! So what does it mean to use different writing styles as opposed to different kinds of content? Content is what belongs in the annotation, and style is the way you write it up. First, choose which content type you need to compose, and then choose the style you’re going to use to write it

This kind of annotated bibliography is a study in succinctness. It uses a minimalist treatment of both information and sentence structure, without sacrificing clarity. Warning: this kind of writing can be harder than you might think.

Don’t skimp on this kind of annotated bibliography. If your instructor has asked for paragraph form, it likely means that you’ll need to include several elements in the annotation, or that they expect a more in-depth description or evaluation, for instance. Make sure to provide a full paragraph of discussion for each work.

As you can see now, bibliographies and annotations are really a series of organized steps. They require meticulous attention, but in the end, you’ve got an entire testimony to all the research and work you’ve done. At the end of this handout you’ll find examples of informative, indicative, evaluative, combination, telescopic, and paragraph annotated bibliography entries in MLA, APA, and CBE formats. Use these examples as your guide to creating an annotated bibliography that makes you look like the expert you are!

MLA Example

APA Example

CBE Example

Works consulted

We consulted these works while writing this handout. This is not a comprehensive list of resources on the handout’s topic, and we encourage you to do your own research to find additional publications. Please do not use this list as a model for the format of your own reference list, as it may not match the citation style you are using. For guidance on formatting citations, please see the UNC Libraries citation tutorial . We revise these tips periodically and welcome feedback.

American Psychological Association. 2010. Publication Manual of the American Psychological Association . 6th ed. Washington, DC: American Psychological Association.

Bell, I. F., and J. Gallup. 1971. A Reference Guide to English, American, and Canadian Literature . Vancouver: University of British Columbia Press.

Bizzell, Patricia, and Bruce Herzburg. 1991. Bedford Bibliography for Teachers of Writing , 3rd ed. Boston: Bedford Books.

Center for Information on Language Teaching, and The English Teaching Information Center of the British Council. 1968. Language-Teaching Bibliography . Cambridge: Cambridge University.

Engle, Michael, Amy Blumenthal, and Tony Cosgrave. 2012. “How to Prepare an Annotated Bibliography.” Olin & Uris Libraries. Cornell University. Last updated September 25, 2012. https://olinuris.library.cornell.edu/content/how-prepare-annotated-bibliography.

Gibaldi, Joseph. 2009. MLA Handbook for Writers of Research Papers , 7th ed. New York: The Modern Language Association of America.

Huth, Edward. 1994. Scientific Style and Format: The CBE Manual for Authors, Editors, and Publishers . New York: University of Cambridge.

Kilborn, Judith. 2004. “MLA Documentation.” LEO: Literacy Education Online. Last updated March 16, 2004. https://leo.stcloudstate.edu/research/mla.html.

Spatt, Brenda. 1991. Writing from Sources , 3rd ed. New York: St. Martin’s.

University of Kansas. 2018. “Bibliographies.” KU Writing Center. Last updated April 2018. http://writing.ku.edu/bibliographies .

University of Wisconsin-Madison. 2019. “Annotated Bibliography.” The Writing Center. Accessed June 14, 2019. https://writing.wisc.edu/handbook/assignments/annotatedbibliography/ .

You may reproduce it for non-commercial use if you use the entire handout and attribute the source: The Writing Center, University of North Carolina at Chapel Hill

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How to Prepare an Annotated Bibliography: The Annotated Bibliography

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Explanation, Process, Directions, and Examples

What is an annotated bibliography.

An annotated bibliography is a list of citations to books, articles, and documents. Each citation is followed by a brief (usually about 150 words) descriptive and evaluative paragraph, the annotation. The purpose of the annotation is to inform the reader of the relevance, accuracy, and quality of the sources cited.

Annotations vs. Abstracts

Abstracts are the purely descriptive summaries often found at the beginning of scholarly journal articles or in periodical indexes. Annotations are descriptive and critical; they may describe the author's point of view, authority, or clarity and appropriateness of expression.

The Process

Creating an annotated bibliography calls for the application of a variety of intellectual skills: concise exposition, succinct analysis, and informed library research.

First, locate and record citations to books, periodicals, and documents that may contain useful information and ideas on your topic. Briefly examine and review the actual items. Then choose those works that provide a variety of perspectives on your topic.

Cite the book, article, or document using the appropriate style.

Write a concise annotation that summarizes the central theme and scope of the book or article. Include one or more sentences that (a) evaluate the authority or background of the author, (b) comment on the intended audience, (c) compare or contrast this work with another you have cited, or (d) explain how this work illuminates your bibliography topic.

Critically Appraising the Book, Article, or Document

For guidance in critically appraising and analyzing the sources for your bibliography, see How to Critically Analyze Information Sources . For information on the author's background and views, ask at the reference desk for help finding appropriate biographical reference materials and book review sources.

Choosing the Correct Citation Style

Check with your instructor to find out which style is preferred for your class. Online citation guides for both the Modern Language Association (MLA) and the American Psychological Association (APA) styles are linked from the Library's Citation Management page .

Sample Annotated Bibliography Entries

The following example uses APA style ( Publication Manual of the American Psychological Association , 7th edition, 2019) for the journal citation:

Waite, L., Goldschneider, F., & Witsberger, C. (1986). Nonfamily living and the erosion of traditional family orientations among young adults. American Sociological Review, 51 (4), 541-554. The authors, researchers at the Rand Corporation and Brown University, use data from the National Longitudinal Surveys of Young Women and Young Men to test their hypothesis that nonfamily living by young adults alters their attitudes, values, plans, and expectations, moving them away from their belief in traditional sex roles. They find their hypothesis strongly supported in young females, while the effects were fewer in studies of young males. Increasing the time away from parents before marrying increased individualism, self-sufficiency, and changes in attitudes about families. In contrast, an earlier study by Williams cited below shows no significant gender differences in sex role attitudes as a result of nonfamily living.

This example uses MLA style ( MLA Handbook , 9th edition, 2021) for the journal citation. For additional annotation guidance from MLA, see 5.132: Annotated Bibliographies .

Waite, Linda J., et al. "Nonfamily Living and the Erosion of Traditional Family Orientations Among Young Adults." American Sociological Review, vol. 51, no. 4, 1986, pp. 541-554. The authors, researchers at the Rand Corporation and Brown University, use data from the National Longitudinal Surveys of Young Women and Young Men to test their hypothesis that nonfamily living by young adults alters their attitudes, values, plans, and expectations, moving them away from their belief in traditional sex roles. They find their hypothesis strongly supported in young females, while the effects were fewer in studies of young males. Increasing the time away from parents before marrying increased individualism, self-sufficiency, and changes in attitudes about families. In contrast, an earlier study by Williams cited below shows no significant gender differences in sex role attitudes as a result of nonfamily living.

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How to Write a Research Paper: Annotated Bibliography

• Anatomy of a Research Paper
• Developing a Research Focus
• Background Research Tips
• Searching Tips
• Scholarly Journals vs. Popular Journals
• Thesis Statement
• Annotated Bibliography
• Citing Sources
• Evaluating Sources
• Literature Review
• Academic Integrity
• Scholarship as Conversation
• Understanding Fake News
• Data, Information, Knowledge

What is an Annotated Bibliography?

UMary Writing Center

Check out the resources available from the  Writing Center . 

Write an Annotated Bibliography

What is an annotated bibliography?

It is a list of citations for various books, articles, and other sources on a topic. 

An annotation is a short summary and/or critical evaluation of a source.

Annotated bibliographies answer the question: "What would be the most relevant, most useful, or most up-to-date sources for this topic?"

 Annotated bibliographies can be part of a larger research project, or can be a stand-alone report in itself. 

Annotation versus abstracts 

An abstract is a paragraph at the beginning of the paper that discusses the main point of the original work. They typically do not include evaluation comments. 

Annotations can either be descriptive or evaluative. The annotated bibliography looks like a works cited page but includes an annotation after each source cited. 

Types of Annotations: 

Descriptive Annotations: Focuses on description. Describes the source by answering the following questions. 

Who wrote the document?

What does the document discuss?

When and where was the document written? 

Why was the document produced?

How was it provided to the public?

Evaluative Annotations: Focuses on description and evaluation. Includes a summary and critically assess the work for accuracy, relevance, and quality. 

Evaluative annotations help you learn about your topic, develop a thesis statement, decide if a specific source will be useful for your assignment, and determine if there is enough valid information available to complete your project.

What does the annotation include?

Depending on your assignment and style guide, annotations may include some or all of the following information. 

• Should be no more than 150 words or 4 to 6 sentences long. 
• What is the main focus or purpose of the work?
• Who is the intended audience?
• ​How useful or relevant was the article to your topic?
• Was there any unique features that useful to you?
• What is the background and credibility of the author?
• What are any conclusions or observations that your reached about the article?

Which citation style to use?

There are many styles manuals with specific instructions on how to format your annotated bibliography. This largely depends on what your instructor prefers or your subject discipline. Check out our citation guides for more information. 

Additional Information

Why doesn't APA have an official APA-approved format for annotated bibliographies?

Always consult your instructor about the format of an annotated bibliography for your class assignments. These guides provide you with examples of various styles for annotated bibliographies and they may not be in the format required by your instructor. 

Citation Examples and Annotations

Book Citation with Descriptive Annotation

Liroff, R. A., & G. G. Davis. (1981). Protecting open space: Land use control in the Adirondack Park. Cambridge, MA: Ballinger.

This book describes the implementation of regional planning and land use regulation in the Adirondack Park in upstate New York. The authors provide program evaluations of the Adirondack Park Agency’s regulatory and local planning assistance programs.

Journal Article Citation with Evaluative Annotation

Gottlieb, P. D. (1995). The “golden egg” as a natural resource: Toward a normative theory of growth management. Society and Natural Resources, 8, (5): 49-56.

This article explains the dilemma faced by North American suburbs, which demand both preservation of local amenities (to protect quality of life) and physical development (to expand the tax base). Growth management has been proposed as a policy solution to this dilemma. An analogy is made between this approach and resource economics. The author concludes that the growth management debate raises legitimate issues of sustainability and efficiency.

Examples were taken from http://lib.calpoly.edu/support/how-to/write-an-annotated-bibliography/#samples

Book Citation

Lee, Seok-hoon, Yong-pil Kim, Nigel Hemmington, and Deok-kyun Yun. “Competitive Service Quality Improvement (CSQI): A Case Study in the Fast-Food Industry.” Food Service Technology 4 (2004): 75-84.

In this highly technical paper, three industrial engineering professors in Korea and one services management professor in the UK discuss the mathematical limitations of the popular SERVQUAL scales. Significantly, they also aim to measure service quality in the fast-food industry, a neglected area of study. Unfortunately, the paper’s sophisticated analytical methods make it inaccessible to all but the most expert of researchers.

Battle, Ken. “Child Poverty: The Evolution and Impact of Child Benefits.”  A Question of Commitment: Children's Rights in Canada . Ed. Katherine Covell and R.Brian Howe. Waterloo, ON: Wilfrid Laurier University Press. 2007. 21-44.

             Ken Battle draws on a close study of government documents, as well as his own research as an extensively-published policy analyst, to explain Canadian child benefit programs.  He outlines some fundamental assumptions supporting the belief that all society members should contribute to the upbringing of children.  His comparison of child poverty rates in a number of countries is a useful wake-up to anyone assuming Canadian society is doing a good job of protecting children.  Battle pays particular attention to the National Child Benefit (NCB), arguing that it did not deserve to be criticized by politicians and journalists.  He outlines the NCB’s development, costs, and benefits, and laments that the Conservative government scaled it back in favour of the inferior Universal Child Care Benefit (UCCB).  However, he relies too heavily on his own work; he is the sole or primary author of almost half the sources in his bibliography.  He could make this work stronger by drawing from others' perspectives and analyses.  However, Battle does offer a valuable source for this essay, because the chapter provides a concise overview of government-funded assistance currently available to parents.  This offers context for analyzing the scope and financial reality of child poverty in Canada.

Journal Article Example

  Kerr, Don and Roderic Beaujot. “Child Poverty and Family Structure in Canada, 1981-1997.”  Journal of Comparative Family Studies  34.3 (2003): 321-335.

             Sociology professors Kerr and Beaujot analyze the demographics of impoverished families.  Drawing on data from Canada’s annual Survey of Consumer Finances, the authors consider whether each family had one or two parents, the age of single parents, and the number of children in each household.  They analyze child poverty rates in light of both these demographic factors and larger economic issues.  Kerr and Beaujot use this data to argue that. 

Examples were taken from  http://libguides.enc.edu/writing_basics/ annotatedbib/mla

Check out these resources for more information about Annotated Bibliographies. 

• Purdue Owl- Annotated Bibliographies
• University of North Carolina at Chapel Hill- Annotated Bibliographies
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MLA Citation Guide (MLA 9th Edition): Writing an Annotated Bibliography

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Annotations

What is an annotation.

An annotation is a short (100-300 words) summary or critical evaluation of a source. Annotations can help you learn about your topic, develop a thesis statement, decide if a source will be useful for your assignment, and determine if there is enough valid information available to complete your project.

What is an annotated bibliography?

An annotated bibliography is a list of citations for various books, articles, and other sources. The annotated bibliography looks like a Works Cited page but it also includes an annotation after each source cited. Annotated bibliographies are a great research tool. 

What Goes Into an Annotation?

Most annotations both summarize and evaluate. Be sure to check with your professors to know what they want in annotations. 

A summary describes the source by answering who wrote the document and their overall argument. You don't need to include every part of the argument; just the parts that are most relevant to your topic.

An evaluation  critically assesses the work for accuracy, relevance, and quality. Check for any biases, holes, or particular strengths. Try out this Quick-How-To about  Evaluating Sources  for detailed guidance on assessing a source.

Tip:  Annotations are original descriptions that you create after reading the document. You may find a short summary, often titled "abstract," at the beginning of journal articles. Do not copy the abstract as that would be plagiarism.

Writing an Annotation

Cite the source using MLA style.

Describe the main ideas, arguments, themes, theses, or methodology, and identify the intended audience.

Explain the author’s expertise, point of view, and any bias he/she may have.

Compare to other sources on the same topic that you have also cited to show similarities and differences.

Explain why each source is useful for your research topic and how it relates to your topic.

Evaluate the strengths and weaknesses of each source.

Identify the observations or conclusions of the author. 

Tips on Writing and Formatting

Each annotation should be one or two paragraphs and between three to six sentences long (about 100- 300 words total).

All lines should be double-spaced (unless your professor has noted a different format).

Do not add an extra line between the citations.

Try to be objective, and give explanations if you state any opinions.

Use the third person (e.g., he, she, the author) instead of the first person (e.g., I, my, me), unless discussing your own research.

Sample Annotation

London, Herbert. “Five Myths of the Television Age.” Television Quarterly , vol. 10, no. 1, Mar. 1982, pp. 81-89.

Herbert London, the Dean of Journalism at New York University and author of several books and articles, explains how television contradicts five commonly believed ideas. He uses specific examples of events seen on television, such as the assassination of John Kennedy, to illustrate his points. His examples have been selected to contradict such truisms as: “seeing is believing”; “a picture is worth a thousand words”; and “satisfaction is its own reward.” London uses logical arguments to support his ideas which are his personal opinion. He does not refer to any previous works on the topic. London’s style and vocabulary would make the article of interest to any reader. The article clearly illustrates London’s points, but does not explore their implications leaving the reader with many unanswered questions.

Adapted from: "How to Write Annotated Bibliographies."  Memorial University Libraries ,  www.library.mun.ca/researchtools/guides/writing/annotated_bibl/ .

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APA 7th Edition Guide: Annotated Bibliography

• General Formatting
• In-Text Citation
• Reference Page
• Reference List Examples

Annotated Bibliography

• APA Video Tutorials

What is an Annotated Bibliography?

A bibliography is a list of references to books, articles, or other items consulted during the research process, while an Annotation is a note of explan ation and evaluation of a particular item being referenced. Therefore, an Annotated Bibliography is a list of references that include an explanatory note below each reference that summarizes and provides an evaluation of the content of the reference.

What is the Benefit of Writing an Annotated Bibliography?

The process of writing an annotated bibliography provides a structured process to learn about a research topic. It causes you to read the available research (also referred to as the literature) more closely as you develop a better understanding of the topic, related issues, and current trends. Time spent writing an annotated bibliography will help you develop a well thought out thesis statement or develop a literature review.

What should an Annotation Include?

A well-written annotation consists of three parts:

• Summary – includes the main points, arguments, and topics covered in the reference being annotated.
• Evaluation – assesses the quality of the source compared to other sources in the bibliography. It may also be important to note the goal, reliability, and objectivity of the reference being annotated.
• Reflection – How does this reference change your understanding of the topic? How will you use the reference in your research? How does the reference affect your thesis? If you do not intend to use the reference in your work then briefly explain why.

How should an Entry to an Annotated Bibliography be Formatted?

Below is an example of how to format a reference and annotation:

GENERAL FORM: Author’s Last Name, Initials, & 2nd Author’s Last Name, Initials. (Year). Title of article: Subtitle of article. Title 

of Journal , volume number (issue), page range. doi: xxx.xxxxx

This is an example of an annotation of a scholarly article. The annotation should be 200 to 300 words

long and include a Summary of the main points, arguments, and topics covered in the reference. Then

you should Evaluate the quality of the source compared to other sources in the bibliography. Your

evaluation may include notes on the goal, reliability, and objectivity of the reference being annotated. 

Then you will want to include a Reflection that covers how the content of the reference changed your

understanding of the topic. How you intend to use the reference in your research? How does the

reference affect your thesis? If you do not intend to use the reference in your work then briefly explain

why. Once you finish writing your annotation go to the next double-spaced line and enter the next entry

of your annotated bibliography .

Hatnik, L., Calloway, S., Joy, N., Owen, F. A., & Constantine, G. A. (2017). Leadership creativity as social

action and transformation: A case study. International Journal of Leadership Studies , 14(3), 72-78.

doi:11.1702/jls.21719

This article presents a case study that addresses the difficulty students have in connecting class content

with real-life social problems. As a potential solution for this problem, students enrolled in a university

course on social, global, and environmental issues worked on a creative project with a charity that aids

women leaving incarceration. The course coupled this community work with class readings, discussions,

and guest speakers, leading students to have a deeper learning experience that also benefited the

target community. While the case study’s conclusions provide potentially helpful information, the authors

neglect to provide any hard evidence for the assumed difficulty in connecting class content to real-life

problems. Furthermore, the authors admit at one point that a few students doubted various aspects of

the class, but this group is not addressed in the conclusions section of the article. Despite a few

shortcomings, the case study does provide a useful strategy that can help young leaders gain real-world

experience which can be adapted to the high school setting I am researching.

How Should an Annotated Bibliography be Formatted using APA 7 th  edition

The format of an annotated bibliography follows the same format as any APA paper.

• Include a title page [See Title Page Setup ]
• Page numbers will begin on the title page and on each page of the annotated bibliography
• Font style and size are the same as any other APA paper [See General Formatting ]
• The order of the references should be in alphabetical order by the lead author’s last name [See Reference Page ]
• Each reference should be formatted in hanging indent paragraph formatting
• The annotation portion should be lined up with the hanging portion of the reference (see the example below)

​ An example of an Annotated Bibliography

Create your own Annotated Bibliography by Downloading this  Annotated Bibliography Template

Download the Annotated Bibliography Format Guide

For information on how to effectively write an annotated bibliography entry go to: 

UNT Dallas Writing Lab Annotated Bibliography

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VII. Researched Writing

7.6 Writing an Annotated Bibliography

Emilie Zickel; Melanie Gagich; and Terri Pantuso

As you are gathering sources in your research, you will want to keep track of which information comes from what source. While other strategies have been discussed such as note taking, some researchers use an annotated bibliography for long term reference purposes. As the name implies, an annotated bibliography is the bibliographical reference of a given source along with key information from that source that you may use for future reference. As assignment parameters will vary by instructor, generally speaking the annotations are 150-200 words in length per source and do not include quoted material. The purpose of the annotations is to summarize the material within the context of your thesis statement.

Annotated Bibliographies follow a common structure and format. Below is an explanation of the elements and format of an annotated bibliography.

Components of an Annotated Bibliography

An annotation often offers a summary of a source that you intend to use for a research project as well as some assessment of the source’s relevance to your project or quality and credibility. There are two key components for each source: the citation and the annotation.

The Annotated Bibliography Samples page [1]  on the Purdue OWL offers examples of general formatting guidelines for both an MLA and an APA Annotated Bibliography.

You will provide the full bibliographic reference for the source: author, title, source title, and other required information depending on the type of source. This will be formatted just as it would be in a typical Works Cited for an MLA paper or a References page for an APA paper.

Tone and Style

Some elements can vary depending on the style you are using (e.g., APA or MLA). Be sure to review your style guide along with your assignment sheet. Generally speaking, use the following as a guide:

• Use signal phrases to refer to the author(s).
• Always maintain a neutral tone and use the third-person point of view and correct tense according to style guide (present tense for MLA, past tense for APA) (i.e., Tompkins asserts… ).
• Keep the focus of the summary on the text, not on what you think of it, and try to put as most of the summary as you can in your own words. If you must use exact phrases from the source that you are summarizing, you must quote and cite them.
• Annotations should not be a replication of the abstract provided by the source.

What to Include in Annotations

• After the bibliographical information, begin to discuss the source. Begin with a general summary of the source. Describe the key sections of the text and their corresponding main points. Try to avoid focusing on details; a summary covers the essential points and typically does not include quoted material.
• Evaluate the source’s credibility or relevance. Is the author an expert on the topic? How do you know? Is the source peer-reviewed or otherwise credible in nature? How do you know? What makes this source a good one to use?
• Discuss how you plan to integrate the source in your paper. Do you need to point out similarities or differences with other sources in the annotated bibliography? How does it support (or refute) your intended thesis?

Review your Annotated Bibliography assignment sheet for additional content requirements . Instructors often require more than a simple summary of each source, and specific requirements may vary. Any (or all) of these aspects may be required in an annotated bibliography, depending on how or if your instructor has designed this assignment as part of a larger research project.

This section contains material from:

Gagich, Melanie, and Emilie Zickel. “Keeping Track of Your Sources and Writing an Annotated Bibliography.” In A Guide to Rhetoric, Genre, and Success in First-Year Writing . Cleveland: MSL Academic Endeavors. Accessed July 2019. https://pressbooks.ulib.csuohio.edu/csu-fyw-rhetoric/chapter/annotated-bibliography/ . Licensed under a Creative Commons Attribution 4.0 International License .

OER credited in the text above includes:

Jeffrey, Robin. About Writing: A Guide . Portland, OR: Open Oregon Educational Resources. Accessed December 18, 2020. https://openoregon.pressbooks.pub/aboutwriting/ . Licensed under a Creative Commons Attribution 4.0 International License .

• "Annotated Bibliography Samples," Purdue Online Writing Lab, accessed December 20, 2021, https://owl.purdue.edu/owl/general_writing/common_writing_assignments/annotated_bibliographies/annotated_bibliography_samples.html . ↵

A statement, usually one sentence, that summarizes an argument that will later be explained, expanded upon, and developed in a longer essay or research paper. In undergraduate writing, a thesis statement is often found in the introductory paragraph of an essay. The plural of thesis is theses .

7.6 Writing an Annotated Bibliography Copyright © 2022 by Emilie Zickel; Melanie Gagich; and Terri Pantuso is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

How to Write an Annotated Bibliography

#scribendiinc

Writing your first research paper can be a challenge. Learning how to find and use sources, and then cite them properly, is an endeavor that many new students find overwhelming. Some professors like to add to this stress even more by requiring not just a research paper but an accompanying annotated bibliography. Since most students have never encountered the term annotated bibliography before entering post-secondary education, this added requirement tends to leave students everywhere scratching their heads and wondering why they ever thought pursuing a degree was a good idea.

If you're just starting to acquire research skills, you probably don't even know how to create a bibliography , let alone how to write an annotated bibliography. What the heck is an annotated bibliography, anyway, and why is your professor so intent upon your learning to create one? Haven't you acquired enough skills writing the darn paper? What does this teacher want from you? Where does it end?

The madness! The audacity of this professor! It's enough to make you want to give up.

Do not despair, dear student. For, like many things in the academic world, the term annotated bibliography is much less complicated than it sounds. Here, we present to you a simple guide on how to write an annotated bibliography. We've even included a short rationale to explain your professor's reason for making you undertake this pesky extra task in the first place.

What is an annotation?

An annotation is essentially a short summary of a source's content and argument, as well as an explanation of how that source fits the argument you are making in your paper. Annotations are typically written directly after the reference list entry for a source, and they usually should not exceed 150 words. Short and concise is the goal. Be sure to check your professor's guidelines, as he or she may have different expectations for length.

Annotations should not be confused with abstracts . Although both are short summaries of particular works, an abstract accompanies an article in a journal, providing a brief description of the article's contents. An annotation further provides an evaluation of the book, article, or resource in question.

When should I write my annotations?

The basic sequence for creating an annotated bibliography should go like this:

• Decide on your thesis .
• Find sources to support your thesis, altering your thesis if necessary.
• Keep track of those sources, including what information you are taking from them, so that you can cite them properly within your paper.
• Write your paper, citations included.
• Using the information you collected during the research process, create a bibliography with annotated entries.

So, you basically want to gather the information required to write each annotation as you are writing your actual paper. You have to keep track of what you are taking from each source anyway, so this really isn't extra work. The tricky part of how to write an annotated bibliography isn't collecting the proper information—rather, it is stating that information as concisely as possible.

Breaking it down: The anatomy of an annotation

Now that you (hopefully) get the idea, here's an example of an annotated reference. This example has been taken from a paper that argued that purple is the best color because it is a combination of blue and red. Keep in mind that the example citation is written according to APA style; the formatting, particularly of the citation, is differs among the style guides, but the basic information contained in the annotation generally remains the same.

In the following example, the orange text states what the paper is about, the purple explains what makes it a credible source, the green outlines the findings of the paper, and the blue describes how the argument in the paper applies to the author's own paper.

Why do you have to learn how to write an annotated bibliography, anyway?

If you've been working on the same paper for ages, the last thing you want to do is spend more time on that paper. It may seem as if your professor is simply trying to irritate you, but rest assured, there is a reason your instructor wants you to know how to write an annotated bibliography.

The reason is that creating a list that shows exactly how you've used each source demonstrates two things. First, it shows that you read and understood the research you have cited in your work. This basically ensures that you've actually learned how to properly write a research paper , which is a major goal of undergraduate classes. Second, creating an annotated bibliography helps you better develop your own thesis and support. When you think actively about how your argument is being supported, you are more capable of seeing where your reasoning or support may be falling short. That's right—creating an annotated bibliography can actually help you write a better paper!

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Annotated Bibliography Breakdown

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Stem Cell Research: An Annotated Bibliography

Holland, Suzanne. The Human Embryonic Stem Cell Debate: Science, Ethics, and Public Policy . Boston: MIT P, 2001.

This is the annotation of the above source, which is formatted according to MLA 2016 (8 th ed.) guidelines for the bibliographic information listed above. If one were really writing an annotation for this source, one would offer a brief summary of what this book says about stem cell research.

After a brief summary, it would be appropriate to assess this source and offer some criticisms of it. Does it seem like a reliable and current source? Why? Is the research biased or objective? Are the facts well documented? Who is the author? Is she qualified in this subject? Is this source scholarly, popular, some of both?

The length of your annotation will depend on the assignment or on the purpose of your annotated bibliography. After summarizing and assessing, you can now reflect on this source. How does it fit into your research? Is this a helpful resource? Too scholarly? Not scholarly enough? Too general/specific? Since "stem cell research" is a very broad topic, has this source helped you to narrow your topic?

Senior, K. "Extending the Ethical Boundaries of Stem Cell Research." Trends in Molecular Medicine , vol. 7, 2001, pp. 5-6.

Not all annotations have to be the same length. For example, this source is a very short scholarly article. It may only take a sentence or two to summarize. Even if you are using a book, you should only focus on the sections that relate to your topic.

Not all annotated bibliographies assess and reflect; some merely summarize. That may not be the most helpful for you, but, if this is an assignment, you should always ask your instructor for specific guidelines.

Wallace, Kelly. "Bush Stands Pat on Stem Cell Policy." CNN . 13 Aug. 2001.

Using a variety of sources can help give you a broader picture of what is being said about your topic. You may want to investigate how scholarly sources are treating this topic differently than more popular sources. But again, if your assignment is to only use scholarly sources, then you will probably want to avoid magazines and popular web sites.

The bibliographic information above is proper MLA format (use whatever style is appropriate in your field) and the annotations are in paragraph form. Note also that the entries are alphabetized by the first word in the bibliographic entry. If you are writing an annotated bibliography with many sources, it may be helpful to divide the sources into categories. For example, if putting together an extensive annotated bibliography for stem cell research, it might be best to divide the sources into categories such as ethical concerns, scholarly analyses, and political ramifications.

For more examples, a quick search at a library or even on the Internet should produce several examples of annotated bibliographies in your area.

Thesis and Dissertation Guide

• Starting your Dissertation/Thesis
• Dissertation/Thesis Resources
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• Literature Reviews
• Annotated Bibliography
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Annotated Bibs

• What is an annotated bibliography?
• Columbia College Model
• Tools to help

Annotated bibliographies are particularly helpful when doing research that requires keeping track of multiple articles and resources, especially if it is over an extended period of time.

The  Cornell University Library  has  defined an annotated bibliography as :

“a list of citations to books, articles, and documents. Each citation is followed by a brief (usually about 150 words) descriptive and evaluative paragraph, the annotation. The purpose of the annotation is to inform the reader of the relevance, accuracy, and quality of the sources cited.”  Their annotated bibliography LibGuide may provide you with additional information, if you're inclined to  check it out . 

In English, this means you are creating a paragraph that others may read to get a general idea of what your sources are about. The hardest part is being concise with your information. Annotations take practice but once you get the hang of  it, they  are easy.

Purdue Owl also has a section explaining Annotated Bibliographies , why you'd use them, samples and examples that you may find useful. 

• EXAMPLE Annotated Bib
• Annotated Bibliography Worksheet You can use this as a tool to help with creating an annotated bibliography

Here are steps to follow for your annotated bib to make your life a bit easier:

A: Talk about the author. (1 sentence (or combine with part B))     

Is this a professor? Maybe this is a professional in the field? Or is this person a hobbyist? Tell the audience about the author in the first part of the annotation.

B: Explain what the article is about. (1-3 sentences)

Tell the audience what is in the article. This is the most difficult part of the annotation because it requires you to be very succinct. Don’t rewrite the article; just write the base facts and important notes about the article here.

C: Explain how this article illuminates your bibliography topic. (1-2 sentences)

What about this article makes it relevant to your topic? Why did you select it? What pertinent bit of information makes this article stand out among the others? This should be more specific than what you wrote in section B.

D: Compare or contrast this work with another you have cited. (1-2 sentences)

How does this specific article relate to another article in your annotated bibliography? Do they agree or not? Why not? What makes them unique?

Here's a sample of what this might look like:

The University of North Colorado evaluated their program via student surveys and realized students could find sources but were not reading them properly, so they changed their library curriculum. This a succinct article that well establishes their goals, how they gathered feedback, and how they used the feedback in real and meaningful ways. Overall their sessions were useful, and the data was sticking, but they found ways to improve their instruction through the assessments. [This covers part A & B]

This article shows that even with instruction there are gaps that needed to be addressed (and possibly still do). Focuses on fixing curriculum based on research, unlike other literature encountered to date. The others theorize and may make suggestions but do not necessarily make any changes. [This covers part C & D for my topic.]

McCartin, L. F., Evers, S., & Markowski, B. (2019). Student perceptions of information literacy skills and curriculum before and after completing a research assignment. The Journal of Academic Librarianship , 45 (3), 262–267. https://doi.org/10.1016/j.acalib.2019.03.009

Another model that may be useful to you comes from Columbia College in Vancouver . They are also in MLA style so keep that in mind when looking at their citations. Their model is similar to what is described in the previous tabs but is a shorter evaluative summary. We recommend viewing their page and its resources in its entirety.

From the annotations box:

"An  annotated bibliography  is a list of citations for various books, articles, and other sources on a topic. The annotated bibliography looks like a Works Cited page but includes an annotation after each source cited. An annotation is a short summary and/or critical evaluation of a source. Annotated bibliographies can be part of a larger research project, or can be a stand-alone report in itself.

Types of Annotations

 A  summary annotation  describes the source by answering the following questions: who wrote the document, what the document discusses, when and where was the document written, why was the document produced, and how was it provided to the public. The focus is on description. 

 An  evaluative annotation  includes a summary as listed above but also critically assesses the work for accuracy, relevance, and quality. Evaluative annotations can help you learn about your topic, develop a thesis statement, decide if a specific source will be useful for your assignment, and determine if there is enough valid information available to complete your project. The focus is on description and evaluation."

• Annotated Bibliography Worksheet

Bibliographic Management Tools help researchers organize and manage their research. They may be able to help you format papers and create footnotes and bibliographies.

• ESU has loaded the  EndNote  bibliographic management software on all general access computer labs on campus. You can use this software to save sources and create bibliographies in the various standard formats like MLA and APA.  It is not usually a desktop icon, so you'll have to look for it in the program list or search programs and files for "endnote". Here's a  link to their quickstart guide .

There are also many citation building tools available on the web. These tools can be useful but you should always check your citations against the appropriate style guide to be sure the all the information is included and formatted correctly for that style.

• Mendeley : free social software that allows you to manage and share research papers, this also creates and tracks citations, allows you to save your PDFs in one place, and also has a mobile app and desktop download.  It does a lot more, and is incredibly useful. This is probably my personal favorite because it does an amazing amount and it's free . There's also  this amazing LibGuide  that walks you through how to use it that's really useful.
• Zotero :  this is fairly identical to Mendeley, it's just a different interface. It's also free! Pick one and run with it!

More General Citation Creators:

• Citationsy : this requires a login, but allows you to build a reference list quickly and easily all in one place. This is very easy to use. Don't forget to check for accuracy. Has an extension in some browsers, like Firefox.
• Citation Generator : cloud based, ad-free, quick, easy to use and free. You can type your document and cite as you go - it's easy. Or copy and paste your paper in and create your citations after.
• Son of Citation Machine : an interactive tool to help create reference citations

Video Tutorial

Hit the "i" on the bottom for chapter markings for Literature Reviews, Annotated Bibliographies and Bibliographic Management Tools (managing your citations). Jump to where you need to go!

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Annotated Bibliographies

What Is An Annotated Bibliography?

What is an annotated bibliography.

An annotated bibliography is a list of citations (references) to books, articles, and documents followed by a brief summary, analysis or evaluation, usually between 100-300 words, of the sources that are cited in the paper.  This summary provides a description of the contents of the source and may also include evaluative comments, such as the relevance, accuracy and quality of the source.  These summaries are known as annotations. 

• Annotated bibliographies are completed before a paper is written
• They can be stand-along assignments
• They can be used as a reference tool as a person works on their paper

Annotations vs. Abstracts

Abstracts are the descriptive summaries of article contents found at the beginning of scholarly journal articles that are written by the article author(s) or editor. Their purpose is to inform a reader about the topic, methodology, results and conclusion of the research of the article's author(s).  The summaries are provided so that a researcher can determine whether or not the article may have information of interest to them.  Abstracts do not serve an evaluative purpose.

Annotations found in bibliographies are evaluations of sources cited in a paper.  They describe a work, but also critique the source by examining the author’s point of view, the strengths and weakness of the research or article hypothesis or how well the author presented their research or findings.

How to write an annotated bibliography

The creation of an annotated bibliography is a three-step process. It starts with finding and evaluating sources for your paper. Next is choosing the type or category of annotation, then writing the annotation for each different source. The final step is to choose a citation style for the bibliography.

Types of Annotated Bibliographies

Types of Annotations

Annotations come in different types, the one to use depends on the instructor’s assignment.  Annotations can be descriptive, a summary, or an  evaluation or a combination of descriptive and evaluation.

Descriptive/Summarizing Annotations

There are two kinds of descriptive or summarizing annotations, informative or indicative, depending on what is most important for a reader to learn about a source.  Descriptive/summarizing annotations provide a brief overview or summary of the source. This can include a description of the contents and a statement of the main argument or position of the article as well as a summary of the main points.  It may also describe why the source would be useful for the paper’s topic or question. 

Indicative annotations provide a quick overview of the source, the kinds of questions/topics/issues or main points that are addressed by the source, but do not include information from the argument or position itself.

Informative annotations, like indicative annotations, provide a brief summary of the source.   In addition, an informative annotation identifies the hypothesis, results, and conclusions presented by the source.  When appropriate, they describe the author’s methodology or approach to the topic under discussion.  However, they do not provide information about the sources usefulness to the paper or contains analytical or critical information about the source’s quality. 

Evaluative Annotations (also known as critical or analytical)

Evaluative annotations go beyond just summarizing the source and listing out it’s key points, but also analyzes the content. It looks at the strengths and weaknesses of the article’s argument, the reliability of the presented information as well as any biases of the author. It talks about how the source may be useful to a particular field of study or the person’s research project.

Combination Annotations

Combination annotations “combine” aspects from indicative/informative and evaluative annotations and are the most common category of annotated bibliography.  Combination annotations include one to two sentences summarizing or describing content, in addition to one or more sentences providing an critical evaluation.

Writing Style for Annotations

Annotations typically follow three specific formats depending on how long they are.

• Phrases – Short phrases providing the information in a quick, concise manner.
• Sentences – Complete sentences with proper punctuation and grammar, but are short and concise.
• Paragraphs – Longer annotations break the information out into different paragraphs. This format is very effective for combination annotations.

To sum it up:

An annotation may include the following information:

• A brief summary or overview of the source content
• The source’s strengths and weaknesses in presenting the argument or position
• Its conclusions
• Why the source is relevant in to field of study of the paper
• Its relationships to other studies in the field
• An evaluation of the research methodology (if applicable)
• Information about the author’s background and potential biases
• Conclusions about the usefulness of the source for the paper

Critically Analyzing Articles

In order to write an annotation for a paper source, you need to first read and then critically analyze it:

• Try to identify the topic of the source -- what is it about and is it clearly stated.
• See if you can identify the purpose of the author(s) in doing the research or writing about the topic. Is it to survey and summarize research on a topic?  Is the author(s) presenting an argument based on previous research, or refuting previously published research?
• Identify the research methods used and try to identify whether they appear to be suitable or not for the stated purpose of the research.  
• Was the research reported in a consistent or clear manner?  Or, was the author's argument/position presented in a consistent or convincing manner? Did the author(s) fail to acknowledge and explain any limitations?
• Was the logic of the research/argument claims properly supported with convincing evidence/analysis/data? Did you spot any fallacies?
• Check whether the author(s) refers to other research and if similar studies have been done. 
• If illustrations or charts are used, are they effective in presenting information?
• Analyze the sources that were used by the author(s). Did the author(s) miss any important studies they should have considered?
• Your opinion of the source -- do you agree with or are convinced of the findings?  
• Your estimation of the source’s contribution to knowledge and its implications or applications to the field of study.

Worksheet for Taking Notes for Critical Analysis of Sources/Articles

Additional Resources:

Hofmann, B., Magelssen, M. In pursuit of goodness in bioethics: analysis of an exemplary article. BMC Med Ethics 19, 60 (2018). https://doi.org/10.1186/s12910-018-0299-9

Jansen, M., & Ellerton, P. (2018). How to read an ethics paper. Journal of Medical Ethics, 44(12), 810-813.  http://dx.doi.org/10.1136/medethics-2018-104997

Research & Learning Services, Olin Library, Cornell University Library  Critically Analyzing Information Sources: Critical Appraisal and Analysis

Formatting An Annotated Bibliography

How do I format my annotated bibliography?

An annotated bibliography entry consists of two components: the Citation and the Annotation.

The citation should be formatted in the bibliographic style that your instructor has requested for the paper. Some common citation styles include APA, MLA, and Chicago. For more information on citation styles, see Writing Guides, Style Manuals and the Publication Process in the Biological & Health Sciences .

Many databases (e.g., PubMed, Academic Search Premier, Library Search on library homepage, and Google Scholar) offer the option of creating your references in various citation styles. 

Look for the "cite" link -- see examples for the following resources:

University of Minnesota Library Search

Google Scholar

Sample Annotated Bibliography Entries

An example of an Evaluative Annotation , APA style (7th ed). (sample from University Libraries, University of Nevada ).

APA does not have specific formatting rules for annotations, just for the citation and bibliography.

Maak, T. (2007). Responsible leadership, stakeholder engagement, and the emergence of social capital. Journal of Business Ethics, 74, 329-343.  https://doi.org/10.1007/s10551-007-9510-5

This article focuses on the role of social capital in responsible leadership. It looks at both the social networks that a leader builds within an organization, and the links that a leader creates with external stakeholders. Maak’s main aim with this article seems to be to persuade people of the importance of continued research into the abilities that a leader requires and how they can be acquired. The focus on the world of multinational business means that for readers outside this world many of the conclusions seem rather obvious (be part of the solution not part of the problem). In spite of this, the article provides useful background information on the topic of responsible leadership and definitions of social capital which are relevant to an analysis of a public servant.

An example of an Evaluative Annotation , MLA Style (10th ed), (sample from Columbia College, Vancouver, Canada )

MLA style requires double-spacing (not shown here) and paragraph indentations.

London, Herbert. “Five Myths of the Television Age.” Television Quarterly, vol. 10, no. 1, Mar. 1982, pp. 81-69.

     Herbert London, the Dean of Journalism at New York University and author of several books and articles, explains how television contradicts five commonly believed ideas. He uses specific examples of events seen on television, such as the assassination of John Kennedy, to illustrate his points. His examples have been selected to contradict such truisms as: “seeing is believing”; “a picture is worth a thousand words”; and “satisfaction is its own reward.” London uses logical arguments to support his ideas which are his personal opinion. He does not refer to any previous works on the topic. London’s style and vocabulary would make the article of interest to any reader. The article clearly illustrates London’s points, but does not explore their implications leaving the reader with many unanswered questions.

Additional Resources

University Libraries Tutorial --  Tutorial: What are citations?  Completing this tutorial you will:

• Understand what citations are
• Recognize why they are important
• Create and use citations in your papers and other scholarly work

University of Minnesota Resources

Beatty, L., & Cochran, C. (2020). Writing the annotated bibliography : A guide for students & researchers . New York, NY: Routledge. [ebook] 

Efron, S., Ravid, R., & ProQuest. (2019). Writing the literature review : A practical guide . New York: The Guilford Press. [ebook -- see Chapter 6 on Evaluating Research Articles] 

Center for Writing: Student Writing Support

• Critical reading strategies
• Common Writing Projects (includes resources for literature reviews & analyzing research articles)

Resources from Other Libraries

Annotated Bibliographies (The Writing Center, University of North Carolina at Chapel Hill)

Writing An Annotated Bibliography (University of Toronto)

Annotated Bibliographies (Purdue Writing Lab, Purdue University)

Annotated Bibliography (UNSW Sydney)

What is an annotated bibliography? (Santiago Canyon College Library): Oct 17, 2017. 3:47 min.

Writing an annotated bibliography (EasyBib.com) Oct 22, 2020. 4:53 min.

Creating an annotated bibliography (Laurier University Library, Waterloo, Ontario)/ Apr 3, 2019, 3:32 min.

How to create an annotated bibliography: MLA (JamesTheDLC) Oct 23, 2019. 3:03 min.

Citing Sources

Introduction

Citations are brief notations in the body of a research paper that point to a source in the bibliography or references cited section.

If your paper quotes, paraphrases, summarizes the work of someone else, you need to use citations.

Citation style guides such as APA, Chicago and MLA provide detailed instructions on how citations and bibliographies should be formatted.

Health Sciences Research Toolkit

Resources, tips, and guidelines to help you through the research process., finding information.

Library Research Checklist Helpful hints for starting a library research project.

Search Strategy Checklist and Tips Helpful tips on how to develop a literature search strategy.

Boolean Operators: A Cheat Sheet Boolean logic (named after mathematician George Boole) is a system of logic to designed to yield optimal search results. The Boolean operators, AND, OR, and NOT, help you construct a logical search. Boolean operators act on sets -- groups of records containing a particular word or concept.

Literature Searching Overview and tips on how to conduct a literature search.

Health Statistics and Data Sources Health related statistics and data sources are increasingly available on the Internet. They can be found already neatly packaged, or as raw data sets. The most reliable data comes from governmental sources or health-care professional organizations.

Evaluating Information

Primary, Secondary and Tertiary Sources in the Health Sciences Understand what are considered primary, secondary and tertiary sources.

Scholarly vs Popular Journals/Magazines How to determine what are scholarly journals vs trade or popular magazines.

Identifying Peer-Reviewed Journals A “peer-reviewed” or “refereed” journal is one in which the articles it contains have been examined by people with credentials in the article’s field of study before it is published.

Evaluating Web  Resources When searching for information on the Internet, it is important to be aware of the quality of the information being presented to you. Keep in mind that anyone can host a web site. To be sure that the information you are looking at is credible and of value.

Conducting Research Through An Anti-Racism Lens This guide is for students, staff, and faculty who are incorporating an anti-racist lens at all stages of the research life cycle.

Understanding Research Study Designs Covers case studies, randomized control trials, systematic reviews and meta-analysis.

Qualitative Studies Overview of what is a qualitative study and how to recognize, find and critically appraise.

Writing and Publishing

Citing Sources Citations are brief notations in the body of a research paper that point to a source in the bibliography or references cited section.

Structure of a Research Paper Reports of research studies usually follow the IMRAD format. IMRAD (Introduction, Methods, Results, [and] Discussion) is a mnemonic for the major components of a scientific paper. These elements are included in the overall structure of a research paper.

Top Reasons for Non-Acceptance of Scientific Articles Avoid these mistakes when preparing an article for publication.

Annotated Bibliographies Guide on how to create an annotated bibliography.

Writing guides, Style Manuals and the Publication Process in the Biological and Health Sciences Style manuals, citation guides as well as information on public access policies, copyright and plagiarism.

Research Guides

Gould library, linguistics.

• Core Linguistics Resources
• Language & The Brain
• Languages & People
• Linguistic Data
• Have a citation but want to find the actual text?
• Annotated Bibliographies

What is an Annotated Bibliography?

Some common elements of an annotation, annotated bibliographies: advice and examples.

• Organizing Your Research
• Comps Research Tutorials
• LING 110 Exercise

Use One Style

REMEMBER: All of the citations in an annotated bibliography should be formatted according to one chosen style.

Major Style Guides

An annotated bibliography is a descriptive and/or evaluative list of citations for books, articles, or other documents. Each citation is followed by a brief (100-200 word) paragraph—the annotation—consisting of a summary of the content of that source and/or the author's thoughts on the accuracy, quality, and relevance of that source. An annotation (written by the author of the bibliography) is not the same thing as an abstract (written by the author or publisher of the cited source).

An annotated bibliography...

• allows a writer to express their opinions on and criticisms of the information contained in the cited sources and to craft an informed argument or thesis statement based on these sources
• helps the reader to decide whether to further pursue these sources
• can stand alone or become part of a larger research project such as a literature review, proposal, paper, article, thesis, or dissertation

If you are creating an annotated bibliography as a course assignment, it is important that you know and understand the specific guidelines or expectations your professor has for it. Always defer to course-specific instructions!

Depending on the purpose of your bibliography, different elements will be more important and some may not be important at all. Your professor may also have guidelines or be able to talk about specific expectations. In the absence of such guidelines , consider the purpose of your bibliography and then select appropriately from the following elements:

Author information Who is the author? What is her/his background? Is the author qualified to write this document?

Author's purpose What is the author's purpose in writing this article or doing this research? Is the purpose stated or implied? Does the author have a particular message?

Audience information To what audience is the author writing (scholars, teachers, the general public, etc.)? Is this reflected in the author's style of writing or presentation?

Author bias Does the author show any biases or make assumptions upon which the rationale of the article rests? If so, what are they?

Information source What methods did the author use to obtain the data? Is the article based on personal opinion, experience, interviews, library research, questionnaires, laboratory experiments, empirical observation, or standardized personality tests?

Author conclusion What conclusions does the author draw? Are these conclusions specifically stated or implied?

Conclusion justification Are the conclusions justified from the research or experience? Are the conclusions in sync with the original purpose of the research and supported by the data? Are the conclusions skewed by bias?

Relationship to other works How does this work compare with others cited? Does it conflict with conventional wisdom, established scholarship, government policy, etc.? Are there specific studies or writings cited with which this one agrees or disagrees? Are there any opinions not cited of which readers should be aware? Is the evidence balanced or weighted in favor of a particular perspective?

Time frame Is the work current? Is this important? How does the time in which it was written reflect on the information contained in this work?

Significant attachments Are there significant attachments such as appendices, bibliographies, illustrations, etc.? Are they valuable or not? If there are none, should there be?

• Purdue OWL: Annotated Bibliographies
• UW Writing Center: Annotated Bibliographies
• Cornell University Library: How to Prepare an Annotated Bibliography
• Chicago Manual of Style: Annotated bibliography example
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• Last Updated: Apr 9, 2024 2:01 PM
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