Footnotes for Academic and Scientific Tables to Present Research Data

Footnotes for Academic and Scientific Tables to Present Research Data

Mar 28, 2025Rene Tetzner

Summary

General notes are the backbone of scholarly table footnotes. They communicate information that applies to the table as a whole—definitions of abbreviations and symbols; measurement units; sample descriptions; deviations from protocol; data processing steps; inclusions/exclusions; and any clarifications that would otherwise clutter cells. General notes usually come first (before specific-note markers and probability notes), begin with a lead-in such as Note. or Notes:, appear at table width in a slightly smaller font, and do not require superscript or symbol markers.

How to do them well: Set one consistent order for all tables (General → Source → Specific → Probability) and stick to it; choose a single lead-in style (Note. vs Notes:) and repeat it; alphabetize abbreviation definitions (ANOVA, CI, ES); keep wording compact but complete; match units and terminology to the body text; and ensure every claim in the notes can be traced to methods or protocol. Use semicolons to chain short items; use sentences when detail is needed.

Bottom line: Treat general notes as the table’s user manual. The guidance below shows exact phrasing, layout patterns across style guides (APA, AMA, Chicago/MLA, IEEE), typography and spacing tips, LaTeX/Word how-tos, do/don’t examples, and checklists so your tables read clearly, comply with journal rules, and withstand peer review.

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Footnotes for Scholarly Tables: General Notes

What to include, how to format, and how to keep your tables clear, compliant, and reviewer-proof

Scholarly tables compress complexity. They hold dense measurements, codes, abbreviations, and analytical breadcrumbs that would overwhelm running text. The price of that compactness is documentation: readers need an explanation layer that travels with the table, not in a distant paragraph. That layer lives in the footnote block—beginning with general notes. Done well, general notes make a table self-explanatory, reproducible, and safe to lift into slide decks or systematic reviews without losing meaning.

Four footnote types (typical order): 1) General notes (apply to the whole table); 2) Source notes (where data came from); 3) Specific notes (cell/column markers such as superscripts a, b, c); 4) Probability notes (significance legends, e.g., *p<.05). We focus here on #1.

1) Purpose and scope of general notes

General notes capture information that affects the interpretation of any part of the table:

  • Abbreviations and symbols: “ANOVA = analysis of variance; CI = confidence interval; ES = effect size; † = data censored.”
  • Units and measurement frames: “Mass in kg; SBP in mmHg; costs in 2023 USD; times in UTC.”
  • Sample and design context: “N = 742 adults, 18–65 y, three urban clinics; cluster-randomized, 12 sites.”
  • Inclusion/exclusion rules and handling of missing data: “Excludes participants with >20% missing items; missing values imputed via MICE (m=20).”
  • Transformations and derived metrics: “Log10(x+1) applied to counts; Cohen’s d computed using pooled SD.”
  • Time windows and baselines: “Pre = 4 weeks before index date; Post = 8 weeks after.”
  • Rounding and display conventions: “Means (SD); medians [IQR]; percentages rounded to 1 decimal; may not sum to 100% due to rounding.”
  • Protocol deviations and caveats: “Site 7 paused recruitment for 2 weeks due to outage; see methods §2.3.”

2) Placement, typography, and spacing

  • Width & size: Set the note block at full table width, in a font size 0.5–2 pt smaller than the table body. This visually separates notes from cells.
  • Lead-in: Start with a consistent lead-in on a new line—either Note. (sentence case + period) or Notes: (with colon). Apply the same choice to every table.
  • Line breaks: Each note may start on a new line. To conserve space, chain short items with semicolons; reserve full sentences for complex content.
  • Spacing: Leave a modest gap (e.g., 6–12 pt) below the notes before the next element (e.g., the following table caption) to prevent visual collisions.
Example layout (compact):
Note. N = 742 adults, 18–65 y; mass in kg; SBP = systolic blood pressure (mmHg); values are mean (SD) unless noted; percentages may not sum to 100% due to rounding; missing items imputed via MICE (m=20).

3) Ordering rules and consistency across tables

There is no universal mandate for note order, but reviewers expect consistency. Choose an order at manuscript setup and reuse it verbatim. A robust pattern:

  1. Study/sample/period (“N, setting, timeframe”).
  2. Measurement units and formats (“units, mean/SD vs median/IQR, rounding”).
  3. Abbreviations and symbols (alphabetized).
  4. Data processing (transformations, imputation, weighting).
  5. Protocol deviations and caveats.
  6. Source note (if not presented separately).

If your journal prefers “Source:” lines to precede general notes, adopt Source → General → Specific → Probability and keep it through all tables.

4) Abbreviations and symbols: how to define them

  • Alphabetize abbreviations; this speeds lookup (ANOVA, CI, ES, HR, OR, SD, SE, VIF).
  • Use “X = expansion” with semicolons between items; avoid surrounding quotes and terminal periods unless your style guide mandates them.
  • Define first use: If an abbreviation appears first in the table and not in text, the general note is the right place to define it.
  • Symbols: Map symbols succinctly: “*, **, *** = p<.05, p<.01, p<.001; † = censored; ‡ = post hoc comparison.”

5) Style-guide snapshots

  • APA (7th): Place general notes first, introduced by Note. Use lowercase superscript letters (a, b, c) for specific notes, and asterisks for probability notes. Abbreviations defined in the general note; alphabetize. Example lead-in: Note. Means are unweighted unless stated.
  • AMA (11th): Often prefers concise phrases; units in SI; probability symbols via asterisks or exact p values; source lines permitted. Example: Abbreviations: CI, confidence interval; HR, hazard ratio.
  • Chicago/MLA: More flexible; prioritize clarity. Use full sentences where needed; include source as separate line if the table is adapted.
  • IEEE/ACM: Technical tables may place footnotes under the table with markers (a, b, c). Probability notes less common; focus on units, standards, and data sources.
Always check the target journal’s “Tables” section. If guidance conflicts with your house habit (e.g., “Notes:” vs “Note.”, symbol order), follow the journal.

6) Specific vs general vs probability notes: keep roles distinct

  • General notes apply to the entire table; no marker.
  • Specific notes explain a particular cell/row/column; use superscript letters (a, b, c) or symbols keyed in the table body.
  • Probability notes decode significance markers or report exact tests (e.g., “*p<.05; **p<.01 (two-sided t test with Satterthwaite correction)”).

7) Source notes: when and how to include them

If a table is adapted, compiled from multiple datasets, or reproduced with permission, include a Source: line (and permission language if required):

Example:
Source. Adapted from WHO Global Health Observatory (2022) and World Bank Indicators (2021); see Supplementary Table S3 for harmonization details.

8) Wording patterns you can copy

Use case Model phrasing
Units & formats Note. Mass in kg; temperature in °C; SBP/DBP in mmHg; values are mean (SD) unless otherwise indicated.
Rounding Percentages are rounded to 1 decimal and may not total 100% due to rounding.
Missing data Missing values (<5%) imputed via chained equations (m=20); see Methods §2.4.
Transformations Counts log10(x+1)-transformed for analysis; raw counts shown.
Weights Estimates are survey-weighted to match 2019 census age/sex distribution.
Abbreviations ANOVA = analysis of variance; CI = confidence interval; ES = effect size; OR = odds ratio.
Protocol deviation Site 3 paused recruitment (weeks 14–16) due to maintenance; no outcomes were collected during the pause.
Data window Pre = 30 days before index date; Post = 90 days after index date.

9) Layout in Word and LaTeX

Microsoft Word

  • Insert footnotes inside the table, not as page footnotes. Add a final row of merged cells (table width) for the note block.
  • Reduce font size by 1–2 pt; set spacing “Before: 6 pt, After: 0–6 pt.”
  • Use a paragraph style (e.g., “Table Note”) so formatting is consistent across tables.

LaTeX

  • Use threeparttable or threeparttablex:
    \begin{table}
    \begin{threeparttable}
    \caption{Outcomes by arm}
    \begin{tabular}{...} ... \end{tabular}
    \begin{tablenotes}[para,flushleft]
    \footnotesize \textit{Note.} N = 742; CI = confidence interval; ...
    \end{tablenotes}
    \end{threeparttable}
    \end{table}
  • For specific notes, use \tnote{a} with matching \item[a] in tablenotes.

10) Accessibility and portability

  • Screen readers: Avoid symbol-only explanations (“*p<.05”) without text; include a verbal legend in the notes.
  • Copy/paste safety: Ensure general notes include everything needed if the table is excerpted (e.g., unit definitions, abbreviations).
  • Color dependence: If colors encode groups, explain them in notes (“Blue = control; Orange = treatment”) and consider redundant encodings (patterns).

11) Common pitfalls—and fixes

Pitfall Why it’s a problem Fix
Mixing note types or order across tables Confuses readers; invites copy-editing queries Lock an order (e.g., General → Source → Specific → Probability) and reuse
Explaining abbreviations in body text only Table becomes orphaned when extracted Duplicate crucial definitions in the general note
Overlong paragraphs Hides key info; hurts legibility Lead with essentials; chain short items with semicolons
Inconsistent units/rounding Makes values incomparable Declare and apply one convention per table (and ideally per manuscript)
Using page footnotes for table clarifications Separates note from table; risky in layout Keep table notes attached to the table itself
Ambiguous symbols Unclear significance or status Map each symbol explicitly in the general or probability notes

12) Cross-table consistency checklist (before submission)

  • [ ] Every table with special content has a Note. or Notes: block, styled consistently.
  • [ ] Abbreviations in notes are alphabetized and match the body text.
  • [ ] Units and rounding conventions are stated and applied uniformly.
  • [ ] Missing-data handling, transformations, and weighting are disclosed where relevant.
  • [ ] Source lines included for adapted or compiled tables; permissions handled.
  • [ ] Order of note types is identical across tables.
  • [ ] Probability notes decode all symbols or provide exact tests/p-values.

13) Mini-examples across disciplines

Psychology (APA-style)

Note. N = 312 undergraduates; values are M (SD) unless noted; CI = 95% confidence interval; RT = reaction time (ms); scores range 0–40; missing items (<3%) imputed by person-mean.

Clinical medicine (AMA-style)

Abbreviations: BMI, body mass index (calculated as weight in kilograms divided by height in meters squared); HR, hazard ratio; ICU, intensive care unit. Note. Outcomes are reported at 28 d; costs in 2023 USD.

Economics (Chicago)

Notes: All monetary values in 2015 PPP-adjusted USD; robust SEs clustered at district level; sample restricted to households with complete panel (2010–2015); see appendix B for survey weights.

Engineering (IEEE)

Note. Load in kN; strain in µε; signals filtered (4th-order Butterworth, 50 Hz); “Yield” defined at 0.2% offset; FE = finite element; S–N curves per ASTM E466.

14) Bringing it together: a worked table note

Example general note (comprehensive):
Note. N = 1,024 adults from three urban clinics (2019–2021); values are mean (SD) unless stated; BMI = body mass index (kg/m²); SBP/DBP = systolic/diastolic blood pressure (mmHg); HbA1c in % (NGSP); percentages rounded to 1 decimal and may not sum to 100% due to rounding; missing values (4.7%) imputed via chained equations (m=20); costs expressed in 2023 USD; log10(x+1) applied to triglycerides for analysis, raw values shown.

15) FAQs

  • Do general notes need markers? No. They apply to the whole table; specific notes use markers.
  • Where do I put ethics or trial registration? In the caption or a source note if the table is a key results table; avoid overloading the note block.
  • Should I repeat the same general note across similar tables? If the same conventions apply (units, rounding, abbreviations), yes—repeat for clarity and extraction safety.

Conclusion

General notes turn a dense table into a dependable one. They document units, definitions, sample boundaries, and data handling in a compact, standardized block that travels with the table wherever it goes. Decide on your order and lead-in once, write notes that are concise but complete, and enforce consistency across all tables. Your readers—and your reviewers—will understand precisely what they are seeing, and your results will be easier to check, trust, and reuse.



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