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What is the correct way to reference questionnaires and codebooks of previous research studies?

I'm doing a research methodology review, and I'm fine for the most part where the details of the studies are on websites... but are couple of the materials I'm refering to are the technical PDF documents. 

End note does have a setting for data sets - but what is the correct way to reference questionnaires and codebooks of research studies? 

It's not in the referencing guide or any of the previous questions/answers, and in a number of papers on the studies I'm looking at they don't reference them as all... they just refer to the questions: e.g. 'question B1 of the AES asks .. ' no reference. 

Appreciate the advice.

3 answers


if the questionnaire or the

Seraphina Goldsmith's picture
Seraphina Goldsmith, 2 years ago

if the questionnaire or the codebooks are in something else (eg part of another report or research paper) reference that report or paper, possibly with a page number to indicate where the questionnaire is, as you would a quote

-if they are standalone things, try to determine the author and year they were created. They’ll have to work out a title (which would be in italics) and then type “questionnaire” after the title (you probably don’t need to say “codebook”),


Human Resources Department 2017, Staff survey, questionnaire, BHP-Billiton, Melbourne.

The codebook could probably just be referenced like a book.

Hi Kathryn,

D Litting's picture
D Litting, 2 years ago

Hi Kathryn,


It's an interesting question you ask. Maybe it's easier for me to give you an answer if you give me an example of one of the questionnaires or codebooks - if they are available publically I'll be able to figure out how to make a reference out of them. If they aren't available publically that kind of changes the way you'd reference them, they would become unpublished works or some such thing, and we'd have to work it out based on that.

Let me know and I'll get back to you,



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