how to cite a case study in a textbook apa

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How to Cite a Case Study in APA, MLA, or Chicago

When citing a case study, the format in MLA and APA is similar to that of a report, and in Chicago style, it is similar to that of a book. For all three citation styles, you will need the name of the author(s), the title of the case study, the year it was published, the publishing organization/publisher, and URL (if applicable). The templates and examples below will demonstrate how to cite a case study in MLA, APA, and Chicago styles.

Author Last Name, Author First Name.  Title of Case Study . Edition (if applicable), volume number (if applicable), Publisher, year of publication, URL without http:// or https:// (if applicable).

Hill, Linda A., et al. HCL Technologies (A). Rev. edition, Harvard Business School, 2008, www.hbs.edu/faculty/Pages/item.aspx?num=34784.

In-text Citation:

(Author Last Name(s) page #)

(Hill et al. 8)

Author Last Name, Author Initial. (Publication Year). Title of Case Study (Case # if applicable). Publishing Organization. URL

Hill, L., Khanna, T., & Stecker, E. (2008). HCL Technologies (A) (Case 408-004). Harvard Business School. https://www.hbs.edu/faculty/Pages/item.aspx?num=34784

(Author Last Name, Publication Year)

(Hill et al., 2008)

Notes-bibliography style

Author Last Name, First Name.  Title of the Case Study . Publishing City: Publishing Organization, Publication Year. URL.

Hill, Linda A., Tarun Khanna, and Emily Stecker. HCL Technologies (A).  Boston: Harvard Business School, 2008. https://www.hbs.edu/faculty/Pages/item.aspx?num=34784.

1. Author First Name Last Name, Title of the Case Study (Publishing City: Publishing Organization, Publication Year), URL.

1. Linda A. Hill, Tarun Khanna, and Emily Stecker, HCL Technologies (A) ( Boston: Harvard Business School, 2008), https://www.hbs.edu/faculty/Pages/item.aspx?num=34784.

Author-date style

Author Last Name, First Name. Publication Year. Title of the Case Study . Publishing City: Publishing Organization. URL.

Hill, Linda A., Tarun Khanna, and Emily Stecker. 2008. HCL Technologies (A).  Boston: Harvard Business School. https://www.hbs.edu/faculty/Pages/item.aspx?num=34784.

In-text citation: 

(Author Last Name Publication Date)

(Holl, Khanna, and Stecker 2008)

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APA 7th Edition Citation Examples

• Volume and Issue Numbers
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Citing a Source within a Source

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Scenario: You read a 2007 article by Linhares and Brum that cites an earlier article, by Klein. You want to cite Klein's article, but you have not read Klein's article itself.

Reference list citation

Linhares, A., & Brum, P. (2007). Understanding our understanding of strategic scenarios: What role do chunks play? Cognitive Science , 31 (6), 989-1007. https://doi.org/10.1080/03640210701703725

Your Reference list will contain the article you read, by Linhares and Brum. Your Reference list will NOT contain a citation for Klein's article.

In-text citation

Klein's study (as cited in Linhares & Brum, 2007) found that...

Your in-text citation gives credit to Klein and shows the source in which you found Klein's ideas.

See  Publication Manual , p. 258.

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APA Citation Guide (APA 7th Edition): Case Studies

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How do I cite a case study that is in my textbook both in-text and for my reference page - APA format?

To see how to cite a textbook (and a case study from it), visit the  APA Help  guide:

• Click on References and In-text Citation Examples
• See the drop down arrow by Books  for one that matches your textbook.

Books: General Format

Author Last Name, First & Middle Initials. (Year).  Title of book: Subtitle of book.  City, ST: Publisher.

In-text : Paraphrase : (Last Name, Year).  Quotation : (Last Name, Year, p. Page Number).

Thank you for using ASK US.  For further help, contact your Campus Library/ARC .

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Q. How do I cite a case study in APA Style?

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APA Style (7th ed.)

Case study with a DOI

If the case study has an assigned DOI (print or online versions), include the DOI in the reference.

Khan, S. (2019). Managing a leadership transition in an non-governmental organization [Case study]. SAGE Business Cases Originals. https://doi.org/10.4135/9781526465061

• In-text citation: (Khan, 2019, p. X)

Case study without a DOI retrieved from an academic research database

Peters, C., Thomas, J., Aponte, M., Connelly, R., & Judge, S. (2014).  Media Arts Group and the case of channel conflict [Case study]. Society for Case Research.

• In-text citation: (Peters et al., 2014, p. X)

American Psychological Association. (2020).  Publication manual of the American Psychological Association  (7th ed.). https://doi.org/10.1037/0000165-000

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Q. How do I write an APA or MLA citation for a case study?

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Answer Last Updated: Aug 23, 2023     Views: 19141

Author's Last Name, Author's First Name. "Title of Case Study." Case Study Number (if given), Publisher, Year of Publication.  Database Name . Case Study.

Havard, Cody T. " Basketball at the Most Magical Place on Earth: A Case Study of the NBA’s Season Conclusion at Walt Disney World Amid the COVID-19 Pandemic." SAGE, 2021.  SAGE Business Cases . Case Study.   

  According to APA, case studies do not have their own citation style or process, instead, cite as an article. 

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General format

There is no specific way to reference a case study in APA style. Case studies are typically published as an article or report, or within a book. Format the reference list entry according to the type of publication. Following are some examples of case studies in business.

Business case study

Author(s). (Year).   Title of case study . Number of case study. URL

Harvard business school case study

Dey, A. (2022). Corporate governance: A three pillar framework. HBS No. 491-009.  https://hbsp.harvard.edu/cases/

Ivey business school case study

Dunbar, C., & Southam, C. (2005). London youth symphony. Ivey ID: 9B05009.  http://iveycases.com

Style notes

• If the case study is not numbered, leave it out of the reference entry.
• If the source is a book, format the reference according to the rules for books.
• If the source is a journal, format the reference according to the rules for journal articles.
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How to Cite a Case Study in APA: A Comprehensive Guide

If you’re writing an academic paper, you may need to cite a case study. But how do you do that? This guide will explain everything you need to know about citing a case study in APA format.

Table of Contents

What is APA?

APA stands for American Psychological Association. It is a style guide used by many academic disciplines, including psychology, sociology, and business. The purpose of the APA style is to provide a consistent format for academic writing, making it easier for readers to understand and follow the author’s argument.

Why is it important to cite a case study?

Citing a case study is important for several reasons. First, it gives credit to the original author for their work. Second, it allows readers to find the source if they want to learn more. Finally, it adds credibility to your work by demonstrating that you have researched and referenced other relevant studies.

How to cite a case study in APA format

Here are the steps you need to follow to cite a case study in APA format:

Step 1: Start with the author’s last name and first initial.

The first step in citing a case study is to list the author’s last name and first initial. For example Smith, J.

Step 2: Include the year of publication in parentheses.

Next, you need to include the year of publication in parentheses. For example: (2018).

Step 3: Provide the title of the case study in italics.

After the year of publication, you need to provide the title of the case study in italics. For example The impact of social media on adolescent mental health.

Step 4: Add the name of the publisher.

The next step is to add the name of the publisher. For example Harvard Business Review Press.

Step 5: Include the DOI or URL.

Finally, you need to include the DOI or URL where the case study can be found. For example https://doi.org/10.1145/1234567.1234567

Here’s what the final citation should look like:

Smith, J. (2018). The impact of social media on adolescent mental health. Harvard Business Review Press. https://doi.org/10.1145/1234567.1234567

What to do if there is no DOI or URL

If you cannot find a DOI or URL for the case study, you can omit it from the citation. In that case, you should include the name of the database where you found the case study instead. For example:

Smith, J. (2018). The impact of social media on adolescent mental health. Harvard Business Review Press. Academic Search Complete.

Tips for citing a case study in APA format

• Always check the specific requirements of your instructor or publisher to ensure that you are following their guidelines correctly.
• Double-check your citations to make sure that you have included all the necessary information.
• If you are citing multiple case studies from the same author or publisher, you can use a shortened version of the citation after the first one. For example Smith (2018, p. 25).

Citing a case study in APA format may seem daunting at first, but it is quite simple once you know the steps. By following the guidelines in this article, you can ensure that your citations are accurate and complete and that you are giving credit to the original authors for their work.

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How to cite a textbook in APA format

In this guide we’re going to be citing a textbook in APA 7 style. Like a regular book, textbooks are a published medium and a credible source to cite from. The method for citing them is similar, too.

 How to cite a textbook automatically

Our free textbook citation generator can automatically create citations for textbooks–just search for the title of the textbook in the search box below.

 How to cite a textbook by hand

Here’s what you need to know to cite textbooks correctly yourself every time:

 Locate the textbook details

First, locate the details below. These can all be found on the textbook front cover, back cover, or within the first few pages inside.

• Author names . These will usually be on the front page of the textbook.
• Year published . Look on the back of the book or in the first few pages for this. The copyright date will do just fine.
• Textbook title . On the front of the book, say no more.
• Edition . Textbooks usually display this on the front cover. Otherwise it will be in the first few pages. This is not needed if it’s the first edition .
• Publisher . This will almost definitely be in the first few pages, close to the year published.
• Pages used . Look in the corners of the pages that you took information from.

 Citation template

Next, position the details in this order and format:

Author last name , Author first name initial . ( Year published ). Textbook title ( Edition , pages used ). Publisher .

Your citation should look like this:

Perrin, R. (2015). Pocket guide to APA style (2nd ed., pp.34-36). Wadsworth Cengage Learning.

That’s it! You are ready to cite a textbook in APA style.

Daniel is a qualified librarian, former teacher, and citation expert. He has been contributing to MyBib since 2018.

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How to Cite Case Studies in APA Format

As a student researcher, you know the value of both quantitative and qualitative research to your chosen area of study. Case studies are forms of qualitative, descriptive research used often in fields such as psychology or business, fields in which the American Psychological Association (APA) style is used most often for writing these papers. APA style doesn't provide instructions for how to style a case study specifically, so you generally cite one according to the type of publication you found it in.

Case Studies from a Book

Many textbooks or books about a given subject include a series of case studies you can use as a source in your own work. The basic APA format for books includes the author’s name, year of publication, book title and the publisher’s name and location. Since you probably want to refer only to the specific case study in the book, you also include the study’s title to direct your audience straight to the source, as in the example :

Lecourt, E. (1991). Off-beat music therapy. In K. Bruscia (Ed.), Case studies in music therapy (pp.73-98). New York: Barcelona Publishers.

This book had an editor, so it was included before the book title. It also has the page numbers in parentheses after the title to lead the reader to the exact place you sourced the material.

Journal Article Citations

You might also find a variety of case studies in journals dedicated to your given field of study. These citations look similar to the format for books, but with some differences. The most notable difference is the addition of volume and page numbers, which is, again, of great value to your readers. A sample citation of a case study found in a journal looks like this:

Schwartz, M. F., Marin, O. S. M., & Saffran, E. M. (2004). Dissociations of language function in dementia: A case study. Brain and Language , 7 (3), 277-306.

In this example, the italicized volume number is followed, with no spaces between, the issue number, which is not italicized, in parentheses. Also notice the journal title follows traditional capitalization, where the first letter of all important words are capitalized. While you might not find many case studies in them, newspaper and magazine articles use the year, month day format for the date in parentheses.

Citations for Web Sources

You might find case studies online. If the study is an online version of a journal article, you could reference the original print source, or you could add the URL of the website. The rest of the citation would look like one for a journal article, with the addition “Retrieved from” followed by the URL. If your source is from an online journal with a digital object identifier, or DOI, you should use that number in place of the URL, as in this example :

Jacobsen, K. H., et al. (2015). Ebola in Freetown area, Sierra Leone: A case study of 581 patients. The New England Journal of Medicine , 372 , 587-588. doi: 10.1056/NEJMc1413685

DOIs provide long-lasting links to articles, whereas URLs can change frequently. DOIs are most often found on the first page of the case study, usually near the article title and the online journal’s title and volume number.

Business School Case Studies

APA style is also sometimes used in business, and case studies from Harvard or Ivey Business school have a slightly different citation format. As you will see in this example , the format is similar to that for a book:

Elberse, A. & Ferguson, A. (2013). Ferguson’s Formula . HBS No. R1310G-PDF-ENG. Boston, MA: Harvard Business School Publishing.

The citation for an Ivey Business School case study is the same, except you will write “Ivey ID” without quotation marks in place of “HBS No.”, and the location and publisher is “London, Canada: Ivey Publishing.”

In-Text Citations

Reference list entries are only part of citing case studies in your work. You also need to provide in-text citations; APA style uses the author-date format, as follows: (Lecourt, 1991). There is a comma between the author and the date. These citations go at the end of the sentence or sentences referring to the case study material, and the sentence's period goes after the final parentheses. If you mention the author’s name in your sentence, you need put only the date in parentheses directly after the author’s name.

Need help with a citation? Try our citation generator .

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FAQ: How do I cite a Harvard Business Review case study in APA Style?

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Last Updated: Jun 22, 2023 Views: 74287

When citing case studies in APA style you'll want to include the typical citation elements and apply general formatting guidelines. The following are examples of how case studies could be cited in APA style, but be sure to check with your professor about how they'd like you to cite case studies in your work.

In-Text Citations

Kotter (1990) explains the steps British Airways took to reverse a horrible customer service atmosphere and financial crisis.

… as the case study concluded (Bisell & Tram, 2007) .

Groysberg and Connolly (2015) concluded in their case study that….

Reference List

Example (don't forget to indent the second and subsequent lines):

Author(s). (Year). Title of case study . HBS No. number of case study. Publisher.

Example, one author:

Kotter, J. (1990). Changing the culture at British Airways . HBS No. 491-009. Harvard Business School Publishing.

Example, two authors:

Groysberg, B., & Connolly, K. (2015). BlackRock: Diversity as a driver for success . HBS No. 415-047. Harvard Business School Publishing.

More Information

• APA Guide  (Shapiro Library)
• APA Style Blog This link opens in a new window (APA)

Further Help

This information is intended to be a guideline, not expert advice. Please be sure to speak to your professor about the appropriate way to cite sources in your class assignments and projects.

Campus Students

To access Academic Support, visit your Brightspace course and select “Tutoring and Mentoring” from the Academic Support pulldown menu.

Online Students

To access help with citations and more, visit the Academic Support via modules in Brightspace:

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Answered By: Katie Hutchison Last Updated: Oct 26, 2016     Views: 352226

Harvard Business Review - Case Studies

This format would apply to any business case including Harvard Business Review, Ivey and MIT Sloane cases:

Author(s). Name of the case. Business Case. City. Publisher. Date. Format (Print or Web) If your format is Web include the date it was accessed. EXAMPLE: Yoffe, David B. and Renee Kim. Apple Inc in 2010. Case Study. Boston. Harvard Business Publishing, 2010. Web. 28 October 2010.

  APA Format

Harvard Business School Case Study

Citation elements required and general format:

Author(s). (Year). Title of case study . HBS No. number of case study. City, State abbreviation or Country of publication: Publisher. EXAMPLES:

One Author:

Smith, S. (2003). Leadership. HBS No. 7-806-122. Boston, MA: Harvard Business School Publishing.

Two Authors:

Eisenmann, T., & Herman, K. (2006). Google, Inc. HBS No. 9-806-105. Boston, MA: Harvard Business School Publishing.

  In-text citation examples – Harvard Business School Case Study

APA in-text citations include the author’s last name, the year of publication, and the page number (for quotes), either as part of the text of your paper or in parentheses.

…as the case study concluded (Smith, 2003, p. 6).

Smith reported (2003, p. 6) that the data was flawed.

Eisenmann and Herman did agree on the research findings (2006, p. 11).

… as both researchers agreed (Eisenmann & Herman, 2006, p. 11).

Chicago Manual of Style ( PDF selections copied from Grove City College Henry Buhl Library)

CASES (PRINTED)   

Footnote   

Mikołaj  Jan  Piskorski  and David Chen, “Twitter,” HBS No. 710-455 (Boston: Harvard Business School Publishing, 2010), p. 8.   

Bibliography   

Piskorski ,  Mikołaj  Jan, and David Chen. “Twitter.” HBS No. 710-455. Boston: Harvard Business School Publishing, 2010.   

CASES (ONLINE)   

On the Web   

Amy C. Edmondson and Laura R. Feldman, “Group Process in the Challenger Launch Decision (A),” HBS No. 603-068 (Boston: Harvard Business School Publishing, 2002), http://hbsp.harvard.edu, accessed October 2012.   

Edmondson, Amy C., and Laura R. Feldman. “Group Process in the Challenger Launch Decision (A).” HBS No. 603-068. Boston: Harvard Business School Publishing, 2002. http://hbsp. harvard.edu, accessed September 2007.   

Michael J. Enright et al., “Daewoo and the Korean Chaebol,” University of Hong Kong case no. HKU143 (University of Hong Kong, August 2001), via Harvard Business Publishing, http://hbsp.harvard.edu/, accessed March 2007.   

Bibliography   

Enright, Michael J., et al. “Daewoo and the Korean Chaebol.” University of Hong Kong case no. HKU143 (University of Hong Kong, August 2001). Harvard Business Publishing. http://hbsp.harvard.edu/, accessed March 2007.   

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Referencing legal cases

Guidelines for referencing legal cases:

• Include the names of the parties involved in the case—e.g., Smith v Jones
• Give the date of the case in square brackets—e.g., [2017]
• Provide the New Zealand Law Report (NZLR) or court case number. 
• When referencing a case from the Courts of New Zealand website, include a retrieval date as the information is held publicly for 28 days only.

​ For example:

Reference list entries

Crown v Thompson [2013] NZLR  617.

Milner v R [2014] NZCA 366. Retrieved August 1, 2014, from  https://www.courtsofnz.govt.nz/from/decisions/judgments

Use the name of the case in italics and give the date in square brackets.  For example:

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How To Do In-Text Citations with Multiple Authors in APA Format

APA (or American Psychological Association) Style   was introduced in 1929 to establish a consistent style guide for scientific writing. It sought to make scientific works easier to read and understand. However, the style guidelines have expanded to include many disciplines, such as the humanities and health care.

The APA’s Publication Manual does not cover the general writing style rules in other editorial style guides, such as the MLA Handbook . APA Style seeks to create uniformity of common writing styles relevant to behavior and social sciences primarily.

Consistent formatting allows the reader to engage with the presented ideas rather than be distracted by the author’s personal formatting preferences. It also helps readers quickly review the document for references and sources to aid their research. Using APA Style keeps authors transparent by providing rules about citing their sources and giving credit for others’ ideas.

How to do in-text citations in APA

• Understanding “et. al.” usage in APA

Citing multiple authors in APA

• In-text citations for various author types in APA

Best practices and common mistakes

APA Style allows writers to credit and cite other works appropriately and avoid plagiarism through in-text citations. APA Style uses the author–date citation system, which requires notations to be included within the document to reference ideas, paraphrases and quotations from other bodies of work. Each in-text citation within the paper (or chart, footnote or figure) briefly identifies the cited work and guides the reader to a longer list of cited sources at the end of the document, called the reference list.

In-text citations can be written within a paper parenthetically or narratively. Both include the same information: the author’s last name and the publication date.

• Parenthetical citation : Great falls can be caused by sitting on tall walls (Dumpty, 1797).
• Narrative citation : Dumpty (1797) claims that great falls can be caused by sitting on tall walls.
• Reference list entry: Dumpty, Humpty (1797). Humpty Dumpty Sat on a Wall. Nursery Rhymes, 100.

APA Style requires citations to conform to a set of guidelines , which includes proper spelling of author names, consistency between the in-text citation information and its reference list entry and rules about crediting all facts and figures mentioned – especially those which are not common knowledge.

Understanding “et al.” usage in APA

Et al. is an abbreviation used to indicate multiple people. It’s the abbreviated version of “et alia,” a neutral plural version of “and others.” Most commonly, et al. indicates more than one contributor, such as multiple authors or editors, in a work.

In APA Style citations, et al. is used to indicate a cited work with three or more authors and serves as a way to condense the in-text citation to avoid confusion and unnecessary length. An APA in-text citation with three or more authors will include only the first author’s name plus “et al.” in every citation.

Citing multiple authors in APA Style is similar to MLA Style . For one or two authors, list the last name(s) followed by the year of publication. 

• One author: (Beyonce, 1997)
• Contributors: Daryl Hall and John Oates

To cite three or more authors using APA Style, use only the first author’s last name listed, plus “et al.” 

• Contributors: Earth, Wind and Fire

When two separate sources have the same abbreviated et al. form , spell out as many last names as needed to distinguish the sources from each other. It may include two last names followed by et al.

Similarly, when the first authors of separate sources share the same last name but have different initials, use their first initials in the in-text citations.

• Beyonce Knowles & Solange Knowles

In-text citation for various author types in APA

You may face a challenging situation where you must cite a group author , such as an institution or university, rather than a list of authors’ names. In this instance, you’ll list the group or organization.

• Group author: (Furman University, 2020)

If the group also has an abbreviation to its name, you may note the first and subsequent citations differently to be as concise as possible.

• Group author with abbreviation – 1st citation: (American Psychological Association [APA], 2024)
• Group author with abbreviation – 2nd citation : (APA, 2024)

The most common mistake when citing sources is forgetting to cite a source. One way to ensure you include all required sources is to document and manage your sources as you use their ideas within the document. This may mean you create the citations as you conduct your research, create your outline or type the final paper.

Some applications exist to help you manage and document citations, including EasyBib , Mendeley , EndNote and Zotero . Depending on your writing style, these applications can help you create citations, save your research sources, annotate documents and format references. 

Regarding best practices for in-text citations in APA Style, it’s good practice to proofread your citations and reference list together. When citing multiple authors, ensure all spellings are accurate and consistent throughout the document and reference list. Refer to the APA Style Publication Manual and other guideline reference documents to confirm your citing within the latest citation guidelines.

Giving credit to other authors who have shaped your research and ideas is incredibly important. You can do so without risking plagiarism accusations through in-text citations that are marked and referenced. Not only does it provide you with an honest and accurate reputation, but it also helps your readers gain more valuable knowledge from other sources.

Citing sources should not discourage you from sharing your knowledge within academic writing. Sooner or later, you’ll become a pro at in-text citations in APA style! The more you write, the more familiar you’ll become with the guidelines; you’ll no longer need to reference the style guides for help.

The perspectives and thoughts shared in the Furman Blog belong solely to the author and may not align with the official stance or policies of Furman University. All referenced sources were accurate as of the date of publication.

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