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GUIDE FOR BIBLIOGRAPHICAL REFERENCES

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All papers, thesis, dissertations…, must contain their information sources. For better understanding the bibliographical references must respect the NP 405 (portuguese rules 405).

The elements should be removed from the document itself, and mainly from the first page of the book. If this is not possible, you should see the first and last pages, last page of the book, cover, spine, preface, etc..

In Portugal there are a set of rules supplied by the Portuguese Institute of Quality. We Will present the standard NP 405.

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Information and Documentation

NP 405–1/1994

Information

and

Documentation

- monographs. (total/parts/volumes/contributions.- periodical publications (total/parts).

- articles of periodical publications. - thesis, dissertations and other academic examinations.- minutes of meetings, conferences, seminars.- scientific and technical reports.- legislative and judicial documents.- religious documents.- patents.- standards.

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NP 405-2/ 1998

Materials not book

- Iconic documents (posters, pictures, postcards and cards stereographic).

- movies (movie reel, e movie “loop”)

- microforms (microfiche and microfilm)

- multimedia.

- video recordings (video tapes and video discs.- sound recordings (compact discs, records and tapes).- objects (toys, models, etc.).

- visual projections (slides and transparencies)

Information and Documentation

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NP 405-3/2000

Unpublished documents

- monographs, periodical publications, letters, official letters, circular letters.

- manuscripts, handwritten music, cartographic materials and materials not book.

NP 405-4/2002

Electronic documents

- monographs (electronic book or other monographic document).

- databases.

- programs, parties and contributions of these documents. - periodical publications, articles and other contributions.

- BB(s), news groups, discussion lists and messages.

Unpublished Documents/ Electronic Documents

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-Transcription:

- The information is transcribed as described in the publication;- Typographic presentation – in bibliographies, to highlight titles and their complements, may be used: underlined, italic or “ ";

- Abbreviations:

- names of authors if they become clearly identified, ex: KOTLER, P.- títles of publications in series, ex: Harvard Business Review – HBR- words and current terms used in the bibliographical references, ex: ed., p., vol., anot., trad., compil., S.l., S.n.

- Use of capitals:-according to the orthographic rules of each language;-first letter of each zone;-surname of the author, when at the beginning of the bibliographical references, ex: FARINHA, Jorge;-names of institutions, where at the beginning of the bibliographical references, ex: UNIVERSITY OF PORTO. EGP-

UPBS;-initials of titles of periodicals, ex: Executive Digest;-initials of the names of institutions (if not main entries), ex: International Monetary Fund.

Elements of the Bibliographical References Transcription

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author: - from 1 to 3 authors – all are referenced, separated by;ex: DORNBUSCH, Rudiger; FISCHER, Stanley; STARTZ, Richard 

- more than 3 authors – refer just the first one followed by [et al.] ex: BORGES, António [et al.]

- author unknown – starts by the title, if you find that information then use straight brackets

ex: [HADERT, H.]

- authors with official positions – Presidents of the Republic, Ministers,etcex: PORTUGAL. Presidente da República, 1996-2006

- spanish authors:ex: COSTA GARCIA, Mercedes; GALEOTE MUÑOZ, María del Pilar; SEGURA

GÁLVEZ, Mariana – Negociar para convencer: método, creatividad y persuásion en los negocios. Madrid: McGraw-Hill, cop. 2004. ISBN 84-481-2998-9

Aplication of NP 405 Standard Elements of the Bibliographical References author

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- author institution – when the author belongs to ministries, legislative bodies, courts, etc.., follow this example:

ex: PORTUGAL. Ministry of Finance

- author collectivity group eventual – congresses, seminars, symposiums, etc. must be this way: name, number, local and date.ex: CONFERENCE OF LOGISTICS OF THE PORTUGUESE ASSOCIATION OF LOGISTICS, 6th, Lisbon, 2003.

- literary editors, compilers, annotators, etc. – If they appear highlighted on the first page, must be considered as authors, adding to the name, the abbreviations of functions preceded by a comma.ex: KINSEY, James, ed. lit.

Aplication of NP 405 Standard Elements of the Bibliographical References author

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Títles:

- title or multiple titles in various languages -If they have the same printing relief, consider the title which appears on the first place;

- transcribe the complementary title for a better understanding;

- titles or title complement may be shortened (not at the beginning of the title) as long as do not lose essential information. Any omissions should be mentioned by reticence;

- titles with initials or acronyms are developed like complementary title.

Secondary responsibility the names of persons or groups with secondary responsibility and its functions, may appear after the title or the complementary title, in the same order that appears in the document: Ex: BREALEY, Richard A.; MYERS, Stewart C. – Principles of Corporate Finance. Trad. Maria do Carmo Figueira; tec. rev. J.C. Rodrigues da Costa.

Aplication of NP 405 Standard Elements of the Bibliographical References Títles / Secondary responsibility

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Edition:the number edition must be showed like appears in the source but these elements can be shortened:

Ex: 4th rev. Ed./ Nuova ed./ 5ª ed. actual./1st ed. repr. with correct.

Data publication:

Place: – transcript as provided in source; – to distinguish locations with the same name add the name of the state, province, country, etc..

comma separated: Ex: Cambridge, Mass.; – place of publication unknown: [S.l.]

Publisher: – publisher's name may be abbreviated if they do not cause ambiguity: Ex: Presença (Editorial Presença) – publisher unknown: [s.n.] – place and publisher unknown showed the print data in brackets curved:Ex: [S.l.: s.n.], 1980 (Guarda: Tipografia Veritas)

Date: – is transcribed in Arabic numbers;– year of publication unknown, use dates of printing, copyright, legal deposit or presumed, the

brackets: imp. 1985; cop.1987; D.L. 1978; [1983?]; [198-?].

Aplication of NP 405 Standard Elements of the Bibliographical References Edition/Data publication

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We present below a few examples of bibliographical references of documents used more often, if you have any questions, please contact the IRC (Information and Resource Centre). I want to quote: - book (technical term: monograph) - part or volume of monograph - contributions in monographs- journal (technical term: publication in series)- article of review - article of newspaper (technical term: publication in series)- thesis or other academic test- academic work- minutes of metings, conferences, seminars- legislative and judicial documents - movie, documentary, etc. in vídeo (technical term: register video)- articles of electronics documents: reviews, newspapers, etc. - website- on-line databases- Power point presentation

Aplication of NP 405 StandardExamples of Bibliographical ReferencesSummary

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- MONOGRAPH:

SURNAME, first names – Títle: supplementary title (highlighted, italic, bold). Secondary responsibility. Edition. Place of publication: Publisher, year of publication. physical description. (Series). Notes. ISBN

Examples:

CAPPELLI, Peter – Talent on demand. Boston: Harvard Business Press, cop. 2008. 280 p. ISBN 978-1-4221-0447-7.

HELLER, Robert – Como comunicar com clareza. Trad. Ana Maria Pinto da Silva. [Porto] : Livraria Civilização, 1999. 72 p. (Manuais Práticos do Gestor). 972-26-1519-X.

Aplication of NP 405 StandardExamples of Bibliographical ReferencesMonographs

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- PART OR VOLUME AND CONTRIBUTIONS IN MONOGRAPHS:

SURNAME, first names – Títle of volume or part. In SURNAME (author of the monograph), first names (author of the monograph) – Title of the monograph (highlighted). Edition. Place of publication: Publisher, year of publication. ISBN. Location in monograph.

Examples:

Part

BURDA, Michael; WYPLOSZ, Charles – Inflation and business cycles. In Macroeconomics: a european text. 1st ed. New York: Oxford University Press, 1993. ISBN 0-19-877305-6. Part IV.

Summary

Aplication of NP 405 StandardExamples of Bibliographical ReferencesMonographs

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Volume

BRUNER, Gordon C. – Marketing Scales Handbook. Chicago: American Marketing Association, cop. 1996. ISBN 0-87757-261-5.vol. II.

Contributions in monographs (when an author contributes in a chapter)

BLASS, Walter P. – Organizing for planning In GARDNER, James R., ed. RACHLIN, Robert, ed.; SWEENY, H.W. Allen, ed. – Handbook of strategic planning. New York: John Wiley & Sons, cop. 1986. ISBN 0-417-88127-9. p.2.1-2.23.

Summary

Aplication of NP 405 StandardExamples of Bibliographical ReferencesMonographs

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- ARTICLES OF REVIEWS, NEWSPAPERS

SURNAME, first names – Títle of article. Title of publication in series (highlighted). Place of publication. ISSN. Vol, n.º (Year of publication curved brackets), p.

Examples:

Article of reviewHAMEL, Gary – Management innovation. Harvard Business Review. Boston: Harvard Business School. ISSN 0017-8012. Vol. 84, n.º 2 (2006), p.72-84

Article of newspaperTAIT, Nikki – Taskforce calls for regulatory overhaul. Financial Times. (26 Feb. 2009) 2

Aplication of NP 405 StandardExamples of Bibliographical References Article of review/newspaper

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- THESIS OR OTHER ACADEMIC TEST

SURNAME, first names - Títle (highlighted). Place of publication: Publisher, year of publication. Note further (Thesis of).

Example:

PINTO, Luísa Helena Ferreira - International assignments: policies and practices related to the internationalization of Portuguese firms. Porto: University of Porto, Porto Business School, 2005. Master’s thesis.

Aplication of NP 405 StandardExamples of Bibliographical References Thesis or other academic test

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- ACADEMIC WORK

SURNAME, first names – Títle (highlighted). year. Physical description. Notes (Paper done by students of __ º year from the Faculty/School ________ , on ambit of______ discipline. Available at_____________Place, Country).

Example:

RAMOS, António; CORREIA, Luís – Multivariate statistical: case study. 2001. 21 s. Work made for students of 1st year of Logistics Master of Porto Business School, on ambit of Multivariate Statistical discipline. Acessíble in EGP-UPBS, Porto, Portugal.

Aplication of NP 405 StandardExamples of Bibliographical References Academic work

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- MINUTES OF METINGS, CONFERENCES, SEMINARS

The order and the elements of the bibliographical references are the same as the monographs.

Example:

AMERICAN MARKETING ASSOCIATION, Washington, 1965 – Marketing and economic development. Illinois: AMA, 1965.

Aplication of NP 405 StandardExamples of Bibliographical References Minutes of metings, conferences, seminars

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Aplication of NP 405 StandardExamples of Bibliographical References Legislative and judicial documents

- LEGISLATIVE AND JUDICIAL DOCUMENTS

The order and the elements of the bibliographical references are the same as the monographs, part or volume and contributions in monographs, chapters and pages of monographs, publications in series and articles of publications in series.

Examples:

ACORDO entre a Comunidade Económica Europeia e a República Portuguesa. Lisboa: Fundo de Fomento da Exportação, 1972, p.20-22;

REIS, José Alberto dos, anot. – Código do processo civil anotado. 3.ª ed. Reimp. Coimbra: Coimbra Editora, 1980.

DECRETO-LEI n.º 192/89. D.R. I Série. 131 (89-06-08) 2254-2257.

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- MOVIE, DOCUMENTARY, ETC. IN VÍDEO

SURNAME, first names - Títle (highlighted). [Register video]. Director of… Edition. Place of publication: Publisher, year of publication. Specific name of the material. Extension.

Example:

PIKE, Bob - Seven attitudes of high-performing managers. [Register video]. Colorado: Krestcom Productions, cop. 1994. 1 vídeo tape (VHS) (20 m.): color, son.

Aplication of NP 405 StandardExamples of Bibliographical References Movie, documentary, etc. in vídeo

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- ARTICLES OF ELECTRONICS DOCUMENTS: REVIEWS, NEWSPAPERS, ETC.

SURNAME, first names - Títle. Title of publication in series (highlighted). [Type of material]. Volume, Number (year of publication), Pages. Date of update or revision. [Accessed Date]. Availability and access. ISSN.

Example:

BORDONABA JUSTE, Mª Victoria; LUCÍA PALACIOS, Laura; POLO REDONDO, Yolanda - Proceso de entrada y salida del mercado: análisis del mercado de la franquicia. CUADERNOS DE ESTUDIOS EMPRESARIALES  [on line]. Vol. 15 (2005), p.9-26. actual. 25 Ago. 2006. [Accessed 25 Ag. 2006].Available on internet: <URL: http://www.ucm.es/BUCM/revistasBUC/portal/modules.php?name=Revistas2&id=CESE

Aplication of NP 405 StandardExamples of Bibliographical References Articles of electronics documents: reviews, newspapers, etc.

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- WEBSITE

The name of the responsible of the site – Website name (highlighted). [on line]. Local: Name of the author's site, date of update site. [Accessed Date]. Availability and access.

Example:

LONDON BUSINESS SCHOOL – London Business School [on line]. London: LBS, act. 2006. [Accessed 25 Aug. 2006] Available on internet <URL http://www. http://www.london.edu/index.html>.

Aplication of NP 405 StandardExamples of Bibliographical References Website

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- ON-LINE DATABASES

Author - Títle (highlighted). [on line]. Place: Publisher, date. [Accessed Date]. Availability and access.

Example:

PORTUGAL. Biblioteca Nacional – Porbase [on line]. Lisbon: BN, 1988- . [Accessed 25 Aug. 2006]. Available on internet <URL http:// http://www.bn.pt/

Aplication of NP 405 StandardExamples of Bibliographical References On-line databases

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- POWERPOINT SLIDES PRESENTATION

SURNAME, first names - Títle (highlighted). [visual projection]. [year]. N.º slides: color or b&w. Notes. Accessibility.

Example:

FARINHA, Jorge – Time Value of Money: concepts [visual projection]. [2005]. 62 slides: b&w. Communication on ambit of the Magellan Course. Available at EGP-UPBS (IRC).

Aplication of NP 405 StandardExamples of Bibliographical References Powerpoint slides presentation

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References used:

NP 405-1. 1994, Informação e Documentação – Referências bibliográficas: documentos impressos. Monte da Caparica: IPQ. 49 p.

NP 405-2. 1998, Informação e Documentação – Referências bibliográficas: parte 2: materiais não livro. Monte da Caparica: IPQ. 27 p.

NP 405-1. 2000, Informação e Documentação – Referências bibliográficas: parte 3: documentos não publicados. Monte da Caparica: IPQ. 15 p.

NP 405-1. 2002, Informação e Documentação – Referências bibliográficas: parte 4: documentos electrónicos. Monte da Caparica: IPQ. 26 p.

References used