As a rule of thumb, you should acquire permissions for any excerpt that runs to more than 200 words from a single source document. For a short document (for instance, a journal article), the limit would be 100 words. Trademarks are also protected and require permission to use, as does any proprietary information copied from the Internet, where indicated.
No permission is required for material that is in the public domain, which includes items for which the copyright has expired, or was never registered. In Canada, copyright protection extends for the life of the author plus 50 years. (Some countries have extended that term to 70 years.) Government legislation is generally considered to be in the public domain (i.e., statutes and regulations), but some other government publications need to be cleared for use (e.g., guidelines and procedures documents).
Permissions can take weeks or months to clear, so the process must begin as early as possible. Contact the publishers of the works concerned: if they do not hold the copyright they will forward the request as appropriate. CCH has a standard Permission Request Form available for your use.
Preferred Dictionary: The Canadian Oxford Dictionary.
Recommended Style Guides:General purpose: The Chicago Manual of Style, 15th Ed. Chicago: University of Chicago Press, 2003.
Tax and Accounting: The Canadian Tax Foundation Style Guide.
Legal: Canadian Guide to Uniform Legal Citation, 4th Edition. Toronto: Carswell, 1998 (“The McGill Guide”).
CCH Canadian House Style
Whatever style you follow for lists, try to be consistent throughout your document.
Examples of notes:
1. Copyright Act, R.S.C. 1985, c. C-42, s. 29 as amended.
2. Ibid. at ss. 29.3 and 29.4.
3. Hughes, J. “The Theory of Capitulation” (1999) 14 Hornsey Law Rev. 120. For further discussion see J. Brown, “Theory discredited” (2000) 21 Cap. L.J. 15.
4. J. Brown, ibid.
5. Hughes, supra note 3.
6. Supra note 1, at s. 80.