A brief has correct source information but inconsistent reporter spacing, mixed italics and underlining, superscript ordinals, and state abbreviations borrowed from postal addresses. A controlled style pass makes the citation system predictable without changing the source's substance.
Use the correct lookup table for the task; distinguish textual and citation abbreviations; apply practitioner typography; preserve legal symbols and punctuation; and conduct a consistent document-wide editing pass.
Court, reporter, party-word, geographical, journal, document-subdivision, month, and litigation-document abbreviations belong to different categories. Look up the full term in the category relevant to the citation. A postal abbreviation is not automatically a legal citation abbreviation. A word permitted in a case citation may remain spelled out in ordinary textual discussion.
The reference tables adapt Indigo 2.0 entries and label their selection and edition. The complete structured source extraction is an editorial resource, not a claim that every historical entry remains current. Look at the rule explaining use before copying an abbreviation from a table.
Brown v. Bd. of Educ., 347 U.S. 483, 495 (1954).
| Typography decision | Reason |
|---|---|
| Case name italicized | Practitioner case-name treatment. |
| Reporter and numbers roman | Identification fields do not become book titles. |
| Comma after name roman | Keep punctuation outside the italic span. |
| Year parenthetical roman | Court/year information is ordinary citation type. |
The model uses the abbreviated name appropriate to a citation sentence. In ordinary prose, write Brown v. Board of Education under the textual-name convention. The same case identity and pinpoint remain. Chapter 5 explains the contextual name decision.
Indigo's practitioner system permits italics or underlining for the relevant categories. This handbook chooses italics consistently. Small capitals associated with academic citation are not imposed on ordinary practitioner citations. A journal's submission instructions can require a different system.
Case names, introductory signals, specified book/article titles, procedural/history expressions, and eligible short-form Latin terms have italic treatment. Statute/rule abbreviations, reporter names, author names in full book/article citations, and ordinary locators remain roman unless a particular rule requires another treatment. Do not italicize an entire citation as a shortcut.
Id. includes its period within the italic span. In See, e.g., the internal punctuation belongs to the signal treatment while the terminal comma separates the signal from the authority. A style pass should inspect punctuation boundaries rather than indiscriminately italicizing every comma near a case name.
Use § for a section and §§ for multiple sections; use ¶ and ¶¶ for paragraphs. Leave a space after the symbol before the locator. Subsection parentheses attach to the section number. Do not insert § before an ordinary federal procedural-rule number.
Citation ordinals use 2d and 3d rather than superscript 2nd or 3rd. Restatement ordinals are spelled out within their title. Reporter series must retain the actual series, not the writer's preferred ordinal style. This handbook uses hyphens for page ranges and retains digits across a hundreds boundary to avoid ambiguity. A receiving format may prefer en dashes; apply one documented choice consistently.
F.3d and F. Supp. 3d have different spacing and identity. U.S. and S.D.N.Y. close adjacent single-letter abbreviations. Distinguish those from an abbreviation followed by a longer word. The Bluebook's practitioner option allowing additional abbreviation compression for word limits is not adopted as this handbook's ordinary house style.
Indigo R27 distinguishes Court referring to the receiving court or the Supreme Court from generic references to other courts. Current-case party designations and specific document titles can have contextual capitalization; generic categories need not. Do not capitalize every occurrence of court, plaintiff, motion, or declaration to make a document look formal.
A source title retains its identity, subject to the source-specific title-capitalization rule. Quotations preserve the original capitalization unless the alteration is properly disclosed. An abbreviation cleanup must not silently alter a quoted word.
First identify the document's governing style, including any local rule. Choose italics or underlining and apply it to the proper categories. Next verify names and table abbreviations. Check reporter series and spaces, then locators and punctuation. Inspect capitalization in context. Finally review short forms after edits. Separating those operations reduces the chance that a visual cleanup changes source identity.
Use automated searching as a candidate generator. Search for double spaces, missing symbol spaces, superscript ordinals, inconsistent reporter patterns, and id. references. Inspect each result. A global replacement of “Court” with “court” can corrupt a required contextual capital or an exact quotation. A replacement of every “Corporation” with “Corp.” can damage a textual sentence or source title.
| Mistake | Repair |
|---|---|
| Postal state abbreviation substituted blindly | Use the citation-category geographical abbreviation. |
| Entire citation italicized | Apply typography by component. |
| §12(b) | Add the symbol space: § 12(b). |
| Restatement (2d) | Use Restatement (Second). |
| Global name abbreviation inside quotations | Preserve or explicitly disclose quoted text alterations. |
Governing rule → category lookup → component typography → locator syntax → punctuation → contextual capitalization → short-form recheck. Keep optional house choices labeled as choices.
A style audit works best when it preserves a record of why a change was made. Separate required receiving instructions, Indigo conventions, and house choices. A required instruction might control record pagination. An Indigo convention might govern a case-name component. A house choice might prefer italics consistently where the baseline permits underlining. These choices can interact, but their authority differs. Keep that distinction visible in the style sheet.
Fictional training example — not legal authority. A paragraph uses Harbor Transport Corporation in prose, Harbor Transport Corp. in a citation sentence, and “Harbor Transport Corporation” inside an exact quotation. A global replacement changes all three to Harbor Transp. Corp. The editor has treated three contexts as one. The prose name requires its textual convention; the citation name can use eligible citation abbreviations; the quotation must preserve the original words unless an appropriate and accurate alteration is disclosed.
Repair by locating the context before changing the term. Search results are candidates, not instructions. Mark whether each occurrence is prose, a full citation, a short citation, a source title, or quoted material. Apply the corresponding rule. A correct abbreviation in a reference table can still be inappropriate in a particular sentence. Lookup supplies an available form; the rule and context decide whether to use it.
Next inspect typography by component. A full reported-case citation uses different treatment for the name and identifying fields. A book citation distinguishes author from title. A signal's formatting does not extend automatically to the following authority. Place punctuation intentionally at the boundary. Do not rely on the paragraph's general italic setting to produce component-level distinctions, because later edits may inherit formatting accidentally.
Symbols and spaces need a separate pass. Confirm section and paragraph symbols survive conversion, then inspect the locators following them. An ordinary space after § improves readability; subsection parentheses remain attached to the number. A replacement that inserts spaces inside every parenthesis can corrupt a subsection address. Likewise, replacing all hyphens with dashes can damage identifiers whose hyphens belong to the source rather than to a range.
Capitalization depends on the sentence's reference. The receiving Court, a specifically identified document, a generic court, and an exact quoted phrase may require different treatment. Do not use a global lowercase operation as a shortcut. Check the source and governing convention, then preserve consistent treatment for equivalent contexts. Consistency means like situations receive like decisions, not every occurrence of a word receives one mechanical form.
After the style pass, repeat the source and short-form checks for anything you moved or renamed. A name abbreviation can create ambiguity between two authorities. A paragraph move can change the antecedent of Id. A table cleanup can hide a series designation. Compare the final export to the approved source text and inspect the rendered pages for symbols, italics, and wrapping. The audit succeeds when readability improves while identification, quotation accuracy, and source relationships remain intact.
A useful style sheet records decisions that recur. Give each entry a category, the selected form, its source, and any exception. A page-range choice belongs in a different category from a court-required neutral citation or an exact source title. This separation prevents a convenient house preference from becoming a false statement that every court requires the same form.
| Category | Record before editing |
|---|---|
| Names and short forms | Full source name, selected short form, and collisions with other names. |
| Reporter and court fields | Actual publication series and the court's required identifying form. |
| Locators | Page, paragraph, section, transcript line, or required electronic-record coordinate. |
| Typography | Italic categories, roman punctuation boundaries, and any receiving exceptions. |
| Quotations | Inspected version and permitted alterations with their disclosures. |
| Dates | Which source types require a year, exact date, version date, or access date. |
Fictional training example — not legal authority. Two invented decisions have different parties named Harbor. A cleanup replaces both full short names with Harbor. The citations now look more consistent but identify their sources less reliably. Restore distinguishing party names or more identifying information. A style sheet should flag collisions before a global abbreviation pass, especially in a long memorandum where the full citations are several pages away.
Use an approved-form list for recurring abbreviations, but keep exact source text outside automatic substitution. A search for an unusual reporter abbreviation can find a typo; it can also find a quotation, a historical series, or a source discussing the abbreviation itself. Review the occurrence's role before changing it. The same principle applies to apostrophes in party designations and to punctuation in document titles.
When exporting, protect a locator from becoming visually misleading. The section symbol and number should remain easy to read together; a line break should not strand the symbol at the margin. Do not solve wrapping by removing a meaningful space or truncating a source name without checking the governing convention. Adjust paragraph settings or available width where possible. For narrow tables, split the table or shorten explanatory prose rather than shrinking the legal citation until it is unreadable.
Finish with a small set of representative checks: a case citation, a rule citation, a statute, an article, a record citation, a quotation, and a long URL. Check each in the actual output, not only the editor. If a font substitution loses a paragraph symbol or an italic run includes the reporter by mistake, repair the production rule that caused the defect and inspect the affected category again. Consistency is an outcome of controlled choices and verified output, not a count of replacements performed.
Write your answer before you check it.
Exercise 16.1
CC-16-01Identify which components in the Brown model are italic and which are roman.
Exercise 16.2
CC-16-02Repair “§12(b)” and explain the symbol's spacing and subsection punctuation.
Exercise 16.3
CC-16-03Explain why a postal state abbreviation is not automatically a suitable citation abbreviation.
Exercise 16.4
CC-16-04Fictional training example — not legal authority. A book citation has its author italicized and its title roman. Describe the typography repair under the practitioner baseline.
Exercise 16.5
CC-16-05Explain the difference between citation ordinals 2d/3d and a Restatement's spelled ordinal.
Exercise 16.6
CC-16-06Fictional training example — not legal authority. A brief refers once to its receiving court and once generically to courts nationwide. Explain the contextual capitalization decision.
Exercise 16.7
CC-16-07Why does this handbook retain ordinary reporter spacing rather than automatically adopt a word-limit compression option?
Exercise 16.8
CC-16-08Fictional training example — not legal authority. A global replacement abbreviates Corporation inside a quotation without disclosure. What must the editor restore or disclose?
Exercise 16.9
CC-16-09Describe a document-wide style pass that uses automated searches without treating every result as an error.
Consistency comes from category-specific choices. Preserve source identity and quoted words while improving visual predictability.