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Archival citations require a mental shift from published books. Instead of looking for a publisher and a city, you are mapping a physical location. You must move from the specific document at the micro-level to the archive itself at the macro-level. The standard sequence for a reference list entry follows this order:
- Author or creator of the document
- Date of the document (use the exact day, month, and year if available)
- Title or description of the document (such as "Letter to Thomas Jefferson" or "Diary entry")
- Name of the collection
- Collection number or identifier
- Box and folder numbers
- Name of the depository or archive
- Location of the depository (city and state or country)
For an in-text citation in the Author-Date system, you only need the author's last name and the year of the document. If you are citing a letter written by Sarah Grimké in 1843, your in-text citation is simply (Grimké 1843). The reader then goes to your reference list to find the full path to the physical letter. When dealing with undated letters or notes, which are incredibly common in historical research, use "n.d." (no date) in your parenthetical citation, such as (Grimké n.d.). In your reference list, place "n.d." where the year would normally go.
Mapping Your Sources to Chicago Author-Date Format
Because your literature review requires the Author-Date format rather than notes-bibliography, your reference list must begin with the author and the date so it matches your in-text citations. This can look strange with archival materials, but it is highly systematic once you see the pattern. The table below outlines how to translate different types of archival materials from your special collections into Chicago Author-Date reference list entries.
| Source Type | In-Text Citation | Reference List Format |
| Unpublished Letter | (Eastman 1912) | Eastman, Crystal. 1912. Letter to Emily Balch, March 12, 1912. Emily Greene Balch Papers (DG 006), Box 4, Folder 2. Swarthmore College Peace Collection, Swarthmore, PA. |
| Diary Entry | (Wharton 1907) | Wharton, Edith. 1907. Diary entry, August 14, 1907. Edith Wharton Papers, Beinecke Rare Book and Manuscript Library, Yale University, New Haven, CT. |
| Undated Report | (Local Relief Committee n.d.) | Local Relief Committee. n.d. Minutes and financial statements. Emergency Relief Association Records, Box 12. State Historical Society of Iowa, Iowa City, IA. |
If you are citing multiple letters from the same collection written by the same author in the same year, distinguish them by adding lowercase letters to the year, such as (Eastman 1912a) and (Eastman 1912b). This keeps your parenthetical citations precise and prevents your reader from getting lost in a massive collection.
Handling Missing Information and Messy Archives
Real-world archives are messy. You will often find letters with missing envelopes, diaries with torn covers, or loose sheets of paper sitting in a folder labeled "Miscellaneous." Do not panic if your source is missing a title, a date, or even an author. If the author of a document is unknown, do not use "Anonymous" unless the document is explicitly signed that way. Instead, start the reference list entry with the name of the collection or the organization that produced the document. For example, if you find an unsigned memorandum in the papers of a labor union, your reference list entry would start with the name of the union: "Brotherhood of Sleeping Car Porters. 1934." Your in-text citation would then be (Brotherhood of Sleeping Car Porters 1934). When a folder has no folder number, or if the archive uses a system of ledger books instead of boxes, adapt your citation to reflect the physical reality of the archive. Use descriptive terms in place of box and folder numbers.
- Use "Volume" or "Ledger" if the archive organizes papers in bound books: Ledger 3, page 45.
- Use "Unprocessed collection" if you are working with newly acquired papers that lack box numbers: Unprocessed accession, Box 3.
- Use descriptive titles in quotation marks if a folder has a name but no number: "Correspondence with Family" folder.
When in doubt, always prioritize findability over rigid adherence to a template. If a future researcher cannot find the document using your citation, the citation has failed, no matter how clean it looks on the page.
Before you submit your draft on Friday, do a quick pass through your paper to ensure that every parenthetical citation in your literature review matches the very first word of the corresponding entry in your reference list. If your in-text citation says (Balch 1915), your reference list entry must start with "Balch, Emily. 1915." and not the name of the archive or the collection. This consistency is the key to a professional, academic literature review.