APA 7th Edition Citation Examples

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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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How to Cite a Case Study

Last Updated: March 6, 2024

This article was co-authored by wikiHow staff writer, Jennifer Mueller, JD . Jennifer Mueller is a wikiHow Content Creator. She specializes in reviewing, fact-checking, and evaluating wikiHow's content to ensure thoroughness and accuracy. Jennifer holds a JD from Indiana University Maurer School of Law in 2006. This article has been viewed 37,366 times.

Particularly in research for business studies or papers in the social sciences, you may want to cite a case study completed by a university or other organization. While case studies have titles and publication information like other articles, they often have a unique case study number that is typically included in your citation. While Chicago citation style is most frequently used in business schools, you may also use the American Psychological Association (APA) or Modern Language Association (MLA) style.

Sample Citations

how to cite a case study as a source

  • Example: Lee, Stan.
  • If there is more than one author, list the additional authors' names in first-middle initial-last format. Separate author's names with commas, with the word "and" before the last author's name.

Step 2 Identify the name and number of the case study.

  • Example: Lee, Stan. "DC Comics in 2016." HBS No. 999-111.

Step 3 Add publication information for the case study.

  • Example: Lee, Stan. "DC Comics in 2016." HBS No. 999-111. Boston: Harvard Business School Publishing, 2017.

Step 4 Include the URL and date of access for online cases.

  • Example: Lee, Stan. "DC Comics in 2016." HBS No. 999-111. Boston: Harvard Business School Publishing, 2017. http://hbsp.harvard.edu, accessed July 2018.

Step 5 Alter the punctuation for footnotes.

  • Print example: Stan Lee, "DC Comics in 2016," HBS No. 999-111 (Boston, Harvard Business School Publishing, 2017), p. 14.
  • Online example: Stan Lee, "DC Comics in 2016," HBS No. 999-111 (Boston, Harvard Business School Publishing, 2017), http://hbsp.harvard.edu, accessed July 2018.

Step 1 Put the name of the author, last name first.

  • Example: Lee, S.
  • Separate the names of multiple authors with commas, placing an ampersand before the last author's name.

Step 2 Include the year of publication in parentheses.

  • Example: Lee, S. (2017).
  • If there is no year of publication listed, use the abbreviation "n.d." in the parentheses.

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

  • Example: Lee, S. (2017). DC Comics in 2016 .

Step 4 List the case number of the case study.

  • Example: Lee, S. (2017). DC Comics in 2016 . HBS No. 999-111.

Step 5 Close your citation with publication information.

  • Example: Lee, S. (2017). DC Comics in 2016 . HBS No. 999-111. Boston, MA: Harvard Business School Publishing.

Step 6 Provide the author and year of publication for in-text citations.

  • Example: (Lee, 2017).

Step 1 Provide the author's name first.

  • If there are 2 authors, place the word "and" between their names. For 3 or more, use commas with the word "and" before the final author. After the first author, list subsequent authors with their first name followed by their last name. For example: Lee, Stan and Clark Kent.

Step 2 Include the title and the phrase

  • Example: Lee, Stan. DC Comics in 2016. Case Study.

Step 3 List publication information for the case study.

  • Example: Lee, Stan. DC Comics in 2016. Case Study. Boston. Harvard Business School Publishing, 2017.
  • Note that unlike many other citation styles, the unique case study number is not necessarily included for MLA citations. Ask your instructor or supervisor if they want this information included in your citation.

Step 4 Identify whether you accessed a print or online version.

  • Print example: Lee, Stan. DC Comics in 2016. Case Study. Boston. Harvard Business School Publishing, 2017. Print.
  • Web example: Lee, Stan. DC Comics in 2016. Case Study. Boston. Harvard Business School Publishing, 2017. Web. 17 July 2018.
  • If you accessed the case study online, you may put the URL of the case study. However, this isn't required by MLA style. Ask your instructor or supervisor for their preference.

Step 5 Use the author's name and page number in parenthetical citations.

  • Example: (Lee 27).

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

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How to Cite a Case Study in APA: Basic Guidelines with Samples

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  • Icon Calendar 18 May 2024
  • Icon Page 303 words
  • Icon Clock 2 min read

Researchers in business-related fields employ the American Psychological Association (APA) style for citation. Basically, by considering learning how to cite a case study in APA, students need to consider such a type of source for their academic research. In turn, this guide explains the standard in-text citation and reference list formats for such papers acquired from the Harvard Business Review magazine. Also, the guide demonstrates the use of copyright attribution and content footnotes for case study sources.

How to Cite a Case Study in APA

Standard Structure on How to Cite a Case Study

Apa in-text citation sample:.

Parenthetical citation: (Jones, 2010, p. 12)

Narrative citation: Jones (2010) argues . . . proper efforts (p. 12).

APA Reference List Entry Example:

  • Authors follow citation rules for magazines because it is the source that contains the case study.
  • The uniform resource locator (URL) or digital object identifier (DOI) are optional elements that are dependent on the medium of a case study text.

General Format:

Author, D. D. (Year, month date). Title of the case study. Title of the Magazine, Volume (Issue number), Page numbers. DOI or URL

Jones, G. H. (2010, March 19). Building an economy for generations. Harvard Business Review, 3 (12), 32-37. https://hbr.org/case/hbs_22345

Citing a Case Study in APA With Footnotes

  • APA encourages the use of footnotes for copyright attribution for quotations or tables.
  • Sometimes, authors may employ footnotes to provide supplemental information that clarifies or strengthens a particular element of their argument.

In-Text Appearance:

First footnote: Shared control over the business eliminates leadership issues. 1

Subsequent reference to the footnote: Change management is critical during transitions (see Footnote 1).

Footnote Structure:

Content Footnote :

1 The researchers used Rawld’s test to validate the findings.

Copyright Attribution :

1 Adapted from “Building an Economy for Generations,” by G. H. Jones, 19 March 2010, Harvard Business Review, 3 (12), p. 34 (https://hbr.org/case/hbs_22345).

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Bond University Library Website

  • Case studies

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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Fred Bever

How to Cite a Case Study in APA: A Comprehensive Guide

how to cite a case study in apa

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?

how to cite a case study in apa

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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Home / Guides / Citation Guides / How to Cite Sources

How to Cite Sources

Here is a complete list for how to cite sources. Most of these guides present citation guidance and examples in MLA, APA, and Chicago.

If you’re looking for general information on MLA or APA citations , the EasyBib Writing Center was designed for you! It has articles on what’s needed in an MLA in-text citation , how to format an APA paper, what an MLA annotated bibliography is, making an MLA works cited page, and much more!

MLA Format Citation Examples

The Modern Language Association created the MLA Style, currently in its 9th edition, to provide researchers with guidelines for writing and documenting scholarly borrowings.  Most often used in the humanities, MLA style (or MLA format ) has been adopted and used by numerous other disciplines, in multiple parts of the world.

MLA provides standard rules to follow so that most research papers are formatted in a similar manner. This makes it easier for readers to comprehend the information. The MLA in-text citation guidelines, MLA works cited standards, and MLA annotated bibliography instructions provide scholars with the information they need to properly cite sources in their research papers, articles, and assignments.

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APA Format Citation Examples

The American Psychological Association created the APA citation style in 1929 as a way to help psychologists, anthropologists, and even business managers establish one common way to cite sources and present content.

APA is used when citing sources for academic articles such as journals, and is intended to help readers better comprehend content, and to avoid language bias wherever possible. The APA style (or APA format ) is now in its 7th edition, and provides citation style guides for virtually any type of resource.

Chicago Style Citation Examples

The Chicago/Turabian style of citing sources is generally used when citing sources for humanities papers, and is best known for its requirement that writers place bibliographic citations at the bottom of a page (in Chicago-format footnotes ) or at the end of a paper (endnotes).

The Turabian and Chicago citation styles are almost identical, but the Turabian style is geared towards student published papers such as theses and dissertations, while the Chicago style provides guidelines for all types of publications. This is why you’ll commonly see Chicago style and Turabian style presented together. The Chicago Manual of Style is currently in its 17th edition, and Turabian’s A Manual for Writers of Research Papers, Theses, and Dissertations is in its 8th edition.

Citing Specific Sources or Events

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6 Interesting Citation Facts

The world of citations may seem cut and dry, but there’s more to them than just specific capitalization rules, MLA in-text citations , and other formatting specifications. Citations have been helping researches document their sources for hundreds of years, and are a great way to learn more about a particular subject area.

Ever wonder what sets all the different styles apart, or how they came to be in the first place? Read on for some interesting facts about citations!

1. There are Over 7,000 Different Citation Styles

You may be familiar with MLA and APA citation styles, but there are actually thousands of citation styles used for all different academic disciplines all across the world. Deciding which one to use can be difficult, so be sure to ask you instructor which one you should be using for your next paper.

2. Some Citation Styles are Named After People

While a majority of citation styles are named for the specific organizations that publish them (i.e. APA is published by the American Psychological Association, and MLA format is named for the Modern Language Association), some are actually named after individuals. The most well-known example of this is perhaps Turabian style, named for Kate L. Turabian, an American educator and writer. She developed this style as a condensed version of the Chicago Manual of Style in order to present a more concise set of rules to students.

3. There are Some Really Specific and Uniquely Named Citation Styles

How specific can citation styles get? The answer is very. For example, the “Flavour and Fragrance Journal” style is based on a bimonthly, peer-reviewed scientific journal published since 1985 by John Wiley & Sons. It publishes original research articles, reviews and special reports on all aspects of flavor and fragrance. Another example is “Nordic Pulp and Paper Research,” a style used by an international scientific magazine covering science and technology for the areas of wood or bio-mass constituents.

4. More citations were created on  EasyBib.com  in the first quarter of 2018 than there are people in California.

The US Census Bureau estimates that approximately 39.5 million people live in the state of California. Meanwhile, about 43 million citations were made on EasyBib from January to March of 2018. That’s a lot of citations.

5. “Citations” is a Word With a Long History

The word “citations” can be traced back literally thousands of years to the Latin word “citare” meaning “to summon, urge, call; put in sudden motion, call forward; rouse, excite.” The word then took on its more modern meaning and relevance to writing papers in the 1600s, where it became known as the “act of citing or quoting a passage from a book, etc.”

6. Citation Styles are Always Changing

The concept of citations always stays the same. It is a means of preventing plagiarism and demonstrating where you relied on outside sources. The specific style rules, however, can and do change regularly. For example, in 2018 alone, 46 new citation styles were introduced , and 106 updates were made to exiting styles. At EasyBib, we are always on the lookout for ways to improve our styles and opportunities to add new ones to our list.

Why Citations Matter

Here are the ways accurate citations can help your students achieve academic success, and how you can answer the dreaded question, “why should I cite my sources?”

They Give Credit to the Right People

Citing their sources makes sure that the reader can differentiate the student’s original thoughts from those of other researchers. Not only does this make sure that the sources they use receive proper credit for their work, it ensures that the student receives deserved recognition for their unique contributions to the topic. Whether the student is citing in MLA format , APA format , or any other style, citations serve as a natural way to place a student’s work in the broader context of the subject area, and serve as an easy way to gauge their commitment to the project.

They Provide Hard Evidence of Ideas

Having many citations from a wide variety of sources related to their idea means that the student is working on a well-researched and respected subject. Citing sources that back up their claim creates room for fact-checking and further research . And, if they can cite a few sources that have the converse opinion or idea, and then demonstrate to the reader why they believe that that viewpoint is wrong by again citing credible sources, the student is well on their way to winning over the reader and cementing their point of view.

They Promote Originality and Prevent Plagiarism

The point of research projects is not to regurgitate information that can already be found elsewhere. We have Google for that! What the student’s project should aim to do is promote an original idea or a spin on an existing idea, and use reliable sources to promote that idea. Copying or directly referencing a source without proper citation can lead to not only a poor grade, but accusations of academic dishonesty. By citing their sources regularly and accurately, students can easily avoid the trap of plagiarism , and promote further research on their topic.

They Create Better Researchers

By researching sources to back up and promote their ideas, students are becoming better researchers without even knowing it! Each time a new source is read or researched, the student is becoming more engaged with the project and is developing a deeper understanding of the subject area. Proper citations demonstrate a breadth of the student’s reading and dedication to the project itself. By creating citations, students are compelled to make connections between their sources and discern research patterns. Each time they complete this process, they are helping themselves become better researchers and writers overall.

When is the Right Time to Start Making Citations?

Make in-text/parenthetical citations as you need them.

As you are writing your paper, be sure to include references within the text that correspond with references in a works cited or bibliography. These are usually called in-text citations or parenthetical citations in MLA and APA formats. The most effective time to complete these is directly after you have made your reference to another source. For instance, after writing the line from Charles Dickens’ A Tale of Two Cities : “It was the best of times, it was the worst of times…,” you would include a citation like this (depending on your chosen citation style):

(Dickens 11).

This signals to the reader that you have referenced an outside source. What’s great about this system is that the in-text citations serve as a natural list for all of the citations you have made in your paper, which will make completing the works cited page a whole lot easier. After you are done writing, all that will be left for you to do is scan your paper for these references, and then build a works cited page that includes a citation for each one.

Need help creating an MLA works cited page ? Try the MLA format generator on EasyBib.com! We also have a guide on how to format an APA reference page .

2. Understand the General Formatting Rules of Your Citation Style Before You Start Writing

While reading up on paper formatting may not sound exciting, being aware of how your paper should look early on in the paper writing process is super important. Citation styles can dictate more than just the appearance of the citations themselves, but rather can impact the layout of your paper as a whole, with specific guidelines concerning margin width, title treatment, and even font size and spacing. Knowing how to organize your paper before you start writing will ensure that you do not receive a low grade for something as trivial as forgetting a hanging indent.

Don’t know where to start? Here’s a formatting guide on APA format .

3. Double-check All of Your Outside Sources for Relevance and Trustworthiness First

Collecting outside sources that support your research and specific topic is a critical step in writing an effective paper. But before you run to the library and grab the first 20 books you can lay your hands on, keep in mind that selecting a source to include in your paper should not be taken lightly. Before you proceed with using it to backup your ideas, run a quick Internet search for it and see if other scholars in your field have written about it as well. Check to see if there are book reviews about it or peer accolades. If you spot something that seems off to you, you may want to consider leaving it out of your work. Doing this before your start making citations can save you a ton of time in the long run.

Finished with your paper? It may be time to run it through a grammar and plagiarism checker , like the one offered by EasyBib Plus. If you’re just looking to brush up on the basics, our grammar guides  are ready anytime you are.

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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: 74652

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.

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

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

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Where Can I find Harvard Business School Case Studies?

How do i find articles with case studies, where can i find free case studies, subject specialists.

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Harvard Business Publishing makes a great deal of money selling these for business school course packs and will not make them available to libraries. You can, however, order them directly from HBS, around $8.95 each How to find them:

  • Harvard Business Review publishes one case study per issue. These generally deal with fictitious companies but are very good studies of current problems faced by companies.
  • Harvard Business School Publishing Search by company name or topic. Abstracts are usually included. Harvard also sells cases from Babson College and Northwestern's Kellogg School of Management, among others.

Use keyword searches in article databases . For example: "case studies and airlines" or "case  studies and management". Full-text articles and abstracts are available, depending on the journal.

Tip: Use the subject heading "case studies" in ABI/INFORM and Business Source Complete

Article database that indexes academic journals, trade publications, newspapers and magazines in business and economics. Full text is often available. Use the FindIt links to locate full text of articles that are not included in the database.

  • Business Source Complete This link opens in a new window & more less... Article database that includes trade publications, academic journals, industry profiles, country information and company profiles, which include SWOT analyses. Full text is often available. Use the FindIt links to locate full text of articles that are not included in the database.
  • EconLit with Full Text This link opens in a new window & more less... EconLit indexes articles from economics journals, books, book chapters, dissertations and working papers. It is a very good source for empirical studies on economics and finance. Use the FindIt links to locate full text of articles that are not included in the database.

Most cases published for teaching in business schools are not free to use. These are a few resources that do offer free cases, but only LearningEdge offers their entire catalog for free.

  • LearningEdge Cases developed at the MIT Sloan School of Management.
  • Free cases from Stanford Graduate School of Business More are available for purchase through Harvard Business School Publishing
  • Free cases from the Case Centre A selection of cases. Many more available for purchase
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Q. How do I cite a case study in Harvard Business Review?

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Answered By: Katie Hutchison Last Updated: Oct 26, 2016     Views: 352597

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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All You Wanted to Know About How to Write a Case Study

how to cite a case study as a source

What do you study in your college? If you are a psychology, sociology, or anthropology student, we bet you might be familiar with what a case study is. This research method is used to study a certain person, group, or situation. In this guide from our dissertation writing service , you will learn how to write a case study professionally, from researching to citing sources properly. Also, we will explore different types of case studies and show you examples — so that you won’t have any other questions left.

What Is a Case Study?

A case study is a subcategory of research design which investigates problems and offers solutions. Case studies can range from academic research studies to corporate promotional tools trying to sell an idea—their scope is quite vast.

What Is the Difference Between a Research Paper and a Case Study?

While research papers turn the reader’s attention to a certain problem, case studies go even further. Case study guidelines require students to pay attention to details, examining issues closely and in-depth using different research methods. For example, case studies may be used to examine court cases if you study Law, or a patient's health history if you study Medicine. Case studies are also used in Marketing, which are thorough, empirically supported analysis of a good or service's performance. Well-designed case studies can be valuable for prospective customers as they can identify and solve the potential customers pain point.

Case studies involve a lot of storytelling – they usually examine particular cases for a person or a group of people. This method of research is very helpful, as it is very practical and can give a lot of hands-on information. Most commonly, the length of the case study is about 500-900 words, which is much less than the length of an average research paper.

The structure of a case study is very similar to storytelling. It has a protagonist or main character, which in your case is actually a problem you are trying to solve. You can use the system of 3 Acts to make it a compelling story. It should have an introduction, rising action, a climax where transformation occurs, falling action, and a solution.

Here is a rough formula for you to use in your case study:

Problem (Act I): > Solution (Act II) > Result (Act III) > Conclusion.

Types of Case Studies

The purpose of a case study is to provide detailed reports on an event, an institution, a place, future customers, or pretty much anything. There are a few common types of case study, but the type depends on the topic. The following are the most common domains where case studies are needed:

Types of Case Studies

  • Historical case studies are great to learn from. Historical events have a multitude of source info offering different perspectives. There are always modern parallels where these perspectives can be applied, compared, and thoroughly analyzed.
  • Problem-oriented case studies are usually used for solving problems. These are often assigned as theoretical situations where you need to immerse yourself in the situation to examine it. Imagine you’re working for a startup and you’ve just noticed a significant flaw in your product’s design. Before taking it to the senior manager, you want to do a comprehensive study on the issue and provide solutions. On a greater scale, problem-oriented case studies are a vital part of relevant socio-economic discussions.
  • Cumulative case studies collect information and offer comparisons. In business, case studies are often used to tell people about the value of a product.
  • Critical case studies explore the causes and effects of a certain case.
  • Illustrative case studies describe certain events, investigating outcomes and lessons learned.

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Case Study Format

The case study format is typically made up of eight parts:

  • Executive Summary. Explain what you will examine in the case study. Write an overview of the field you’re researching. Make a thesis statement and sum up the results of your observation in a maximum of 2 sentences.
  • Background. Provide background information and the most relevant facts. Isolate the issues.
  • Case Evaluation. Isolate the sections of the study you want to focus on. In it, explain why something is working or is not working.
  • Proposed Solutions. Offer realistic ways to solve what isn’t working or how to improve its current condition. Explain why these solutions work by offering testable evidence.
  • Conclusion. Summarize the main points from the case evaluations and proposed solutions. 6. Recommendations. Talk about the strategy that you should choose. Explain why this choice is the most appropriate.
  • Implementation. Explain how to put the specific strategies into action.
  • References. Provide all the citations.

How to Write a Case Study

Let's discover how to write a case study.

How to Write a Case Study

Setting Up the Research

When writing a case study, remember that research should always come first. Reading many different sources and analyzing other points of view will help you come up with more creative solutions. You can also conduct an actual interview to thoroughly investigate the customer story that you'll need for your case study. Including all of the necessary research, writing a case study may take some time. The research process involves doing the following:

  • Define your objective. Explain the reason why you’re presenting your subject. Figure out where you will feature your case study; whether it is written, on video, shown as an infographic, streamed as a podcast, etc.
  • Determine who will be the right candidate for your case study. Get permission, quotes, and other features that will make your case study effective. Get in touch with your candidate to see if they approve of being part of your work. Study that candidate’s situation and note down what caused it.
  • Identify which various consequences could result from the situation. Follow these guidelines on how to start a case study: surf the net to find some general information you might find useful.
  • Make a list of credible sources and examine them. Seek out important facts and highlight problems. Always write down your ideas and make sure to brainstorm.
  • Focus on several key issues – why they exist, and how they impact your research subject. Think of several unique solutions. Draw from class discussions, readings, and personal experience. When writing a case study, focus on the best solution and explore it in depth. After having all your research in place, writing a case study will be easy. You may first want to check the rubric and criteria of your assignment for the correct case study structure.

Read Also: ' WHAT IS A CREDIBLE SOURCES ?'

Although your instructor might be looking at slightly different criteria, every case study rubric essentially has the same standards. Your professor will want you to exhibit 8 different outcomes:

  • Correctly identify the concepts, theories, and practices in the discipline.
  • Identify the relevant theories and principles associated with the particular study.
  • Evaluate legal and ethical principles and apply them to your decision-making.
  • Recognize the global importance and contribution of your case.
  • Construct a coherent summary and explanation of the study.
  • Demonstrate analytical and critical-thinking skills.
  • Explain the interrelationships between the environment and nature.
  • Integrate theory and practice of the discipline within the analysis.

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Case Study Outline

Let's look at the structure of an outline based on the issue of the alcoholic addiction of 30 people.

Introduction

  • Statement of the issue: Alcoholism is a disease rather than a weakness of character.
  • Presentation of the problem: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there.
  • Explanation of the terms: In the past, alcoholism was commonly referred to as alcohol dependence or alcohol addiction. Alcoholism is now the more severe stage of this addiction in the disorder spectrum.
  • Hypotheses: Drinking in excess can lead to the use of other drugs.
  • Importance of your story: How the information you present can help people with their addictions.
  • Background of the story: Include an explanation of why you chose this topic.
  • Presentation of analysis and data: Describe the criteria for choosing 30 candidates, the structure of the interview, and the outcomes.
  • Strong argument 1: ex. X% of candidates dealing with anxiety and depression...
  • Strong argument 2: ex. X amount of people started drinking by their mid-teens.
  • Strong argument 3: ex. X% of respondents’ parents had issues with alcohol.
  • Concluding statement: I have researched if alcoholism is a disease and found out that…
  • Recommendations: Ways and actions for preventing alcohol use.

Writing a Case Study Draft

After you’ve done your case study research and written the outline, it’s time to focus on the draft. In a draft, you have to develop and write your case study by using: the data which you collected throughout the research, interviews, and the analysis processes that were undertaken. Follow these rules for the draft:

How to Write a Case Study

  • Your draft should contain at least 4 sections: an introduction; a body where you should include background information, an explanation of why you decided to do this case study, and a presentation of your main findings; a conclusion where you present data; and references.
  • In the introduction, you should set the pace very clearly. You can even raise a question or quote someone you interviewed in the research phase. It must provide adequate background information on the topic. The background may include analyses of previous studies on your topic. Include the aim of your case here as well. Think of it as a thesis statement. The aim must describe the purpose of your work—presenting the issues that you want to tackle. Include background information, such as photos or videos you used when doing the research.
  • Describe your unique research process, whether it was through interviews, observations, academic journals, etc. The next point includes providing the results of your research. Tell the audience what you found out. Why is this important, and what could be learned from it? Discuss the real implications of the problem and its significance in the world.
  • Include quotes and data (such as findings, percentages, and awards). This will add a personal touch and better credibility to the case you present. Explain what results you find during your interviews in regards to the problem and how it developed. Also, write about solutions which have already been proposed by other people who have already written about this case.
  • At the end of your case study, you should offer possible solutions, but don’t worry about solving them yourself.

Use Data to Illustrate Key Points in Your Case Study

Even though your case study is a story, it should be based on evidence. Use as much data as possible to illustrate your point. Without the right data, your case study may appear weak and the readers may not be able to relate to your issue as much as they should. Let's see the examples from essay writing service :

‍ With data: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there. Without data: A lot of people suffer from alcoholism in the United States.

Try to include as many credible sources as possible. You may have terms or sources that could be hard for other cultures to understand. If this is the case, you should include them in the appendix or Notes for the Instructor or Professor.

Finalizing the Draft: Checklist

After you finish drafting your case study, polish it up by answering these ‘ask yourself’ questions and think about how to end your case study:

  • Check that you follow the correct case study format, also in regards to text formatting.
  • Check that your work is consistent with its referencing and citation style.
  • Micro-editing — check for grammar and spelling issues.
  • Macro-editing — does ‘the big picture’ come across to the reader? Is there enough raw data, such as real-life examples or personal experiences? Have you made your data collection process completely transparent? Does your analysis provide a clear conclusion, allowing for further research and practice?

Problems to avoid:

  • Overgeneralization – Do not go into further research that deviates from the main problem.
  • Failure to Document Limitations – Just as you have to clearly state the limitations of a general research study, you must describe the specific limitations inherent in the subject of analysis.
  • Failure to Extrapolate All Possible Implications – Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings.

How to Create a Title Page and Cite a Case Study

Let's see how to create an awesome title page.

Your title page depends on the prescribed citation format. The title page should include:

  • A title that attracts some attention and describes your study
  • The title should have the words “case study” in it
  • The title should range between 5-9 words in length
  • Your name and contact information
  • Your finished paper should be only 500 to 1,500 words in length.With this type of assignment, write effectively and avoid fluff

Here is a template for the APA and MLA format title page:

There are some cases when you need to cite someone else's study in your own one – therefore, you need to master how to cite a case study. A case study is like a research paper when it comes to citations. You can cite it like you cite a book, depending on what style you need.

Citation Example in MLA ‍ Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies. Boston: Harvard Business Publishing, 2008. Print.
Citation Example in APA ‍ Hill, L., Khanna, T., & Stecker, E. A. (2008). HCL Technologies. Boston: Harvard Business Publishing.
Citation Example in Chicago Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies.

Case Study Examples

To give you an idea of a professional case study example, we gathered and linked some below.

Eastman Kodak Case Study

Case Study Example: Audi Trains Mexican Autoworkers in Germany

To conclude, a case study is one of the best methods of getting an overview of what happened to a person, a group, or a situation in practice. It allows you to have an in-depth glance at the real-life problems that businesses, healthcare industry, criminal justice, etc. may face. This insight helps us look at such situations in a different light. This is because we see scenarios that we otherwise would not, without necessarily being there. If you need custom essays , try our research paper writing services .

Get Help Form Qualified Writers

Crafting a case study is not easy. You might want to write one of high quality, but you don’t have the time or expertise. If you’re having trouble with your case study, help with essay request - we'll help. EssayPro writers have read and written countless case studies and are experts in endless disciplines. Request essay writing, editing, or proofreading assistance from our custom case study writing service , and all of your worries will be gone.

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What Is A Case Study?

How to cite a case study in apa, how to write a case study.

Daniel Parker

Daniel Parker

is a seasoned educational writer focusing on scholarship guidance, research papers, and various forms of academic essays including reflective and narrative essays. His expertise also extends to detailed case studies. A scholar with a background in English Literature and Education, Daniel’s work on EssayPro blog aims to support students in achieving academic excellence and securing scholarships. His hobbies include reading classic literature and participating in academic forums.

how to cite a case study as a source

is an expert in nursing and healthcare, with a strong background in history, law, and literature. Holding advanced degrees in nursing and public health, his analytical approach and comprehensive knowledge help students navigate complex topics. On EssayPro blog, Adam provides insightful articles on everything from historical analysis to the intricacies of healthcare policies. In his downtime, he enjoys historical documentaries and volunteering at local clinics.

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CEMS Harvard Referencing Style: Case studies

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Case Studies

  • Printed Case Study
  • Electronic Case Study

Author’s surname, initials. Year. Title (in italics) . Case number. Place: Publisher or institution.

Spar, D. & Burns, J. 2017. Hitting the wall: Nike and International Labor Practices . HBS 700047. Boston, MA: Harvard Business School Publishing.

how to cite a case study as a source

Author’s surname, initials. Year. Title (in italics). Case number. Place: Publisher or Institution.

Mathu, K.M. & Scheepers, C. 2016. Leading change towards sustainable green coal mining. Emerald Emerging Markets Case Studies. Available at: https ://www.e mer aldinsight.com/doi/full/10.1108/EEMCS-01-2016-0007 [Accessed: 7 June 2017].

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Referencing Case Studies

IN-TEXT CITATION

Spar and Burns (2000) ...

.... (Spar & Burns, 2000)

"....." (Spar & Burns, 2000:8)

FORMAT OF A REFERENCE TO A CASE STUDY

Author’s surname, Initials. Year. ‘Title.’ Case number. Place: Publisher or Institution.

Note that the title is not italicised.

EXAMPLE OF A REFERENCE TO A PRINTED CASE STUDY

Spar, D. and Burns, J. 2000. ‘Hitting the wall: Nike and International Labor Practices.’ HBS 700047.  Boston: Harvard Business School Publishing.

EXAMPLE OF A REFERENCE TO AN ELECTRONIC CASE STUDY FROM A DATABASE

Mathu, K.M. and Scheepers, C . 2016.  'L eading change towards sustainable green coal mining'. Available from: Emerald Emerging Markets Case Studies, < https://www.emeraldinsight.com/doi/full/10.1108/ EEMCS-01-2016-0007> [Accessed on: 7 June 2017].

Referencing Standards

South African Bureau of Standards (2013) ...

... (South African Bureau of Standards, 2013).

"....." (South African Bureau of Standards, 2013: 3).

FORMAT OF A REFERENCE  TO A STANDARD

Name of the Authorizing Body. Year.  Number and Title of Standard.  Place of Publication: Publisher.

 EXAMPLE OF A REFERENCE TO A PRINT STANDARD

British Standards Institute.2015.  ​BS ISO 14001:Environmental management systems. Requirements with guidance for use.  ​London: British Standards Institute.

EXAMPLE OF A REFERENCE  TO AN ELECTRONIC STANDARD TAKEN FROM A DATABASE

South African Bureau of Standards. 2013.  SANS 1300​: Quality management — Customer satisfaction — Guidelines for monitoring and measuring ​. [online]. Pretoria: South African Bureau of Standards. Available from:<https://www.sabs.co.za/Standardss/index.asp> [ Accessed on: 17 March 2014].

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

    The templates and examples below will demonstrate how to cite a case study in MLA, APA, and Chicago styles. MLA 9. Structure: Author Last Name, Author First Name. ... How to Format an APA Bibliography and References Page How to Cite Sources. Chicago.

  2. Citing a Source Within a Source

    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.

  3. Subject Guides: APA Citation Style (7th Edition): Case Studies

    General format for citing case studies: Author(s). (Year). Title of case study. Number of case study. URL. Examples: Harvard Business School Case Study ... An online retrieval date is only required for an unarchived source that is likely to change, such as a Twitter profile or Facebook page, or a webpage with no date. (See section 9.16 of the ...

  4. 4 Ways to Cite a Case Study

    2. Identify the name and number of the case study. After the name of the author or authors of the case study, type the title of the case study in quotation marks. Place a period after the title (inside the closing quotation marks). Then type the case study number, if any, provided by the publishing university or organization.

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

    Reference List Citation: Author's Last Name, Author's First Initial. (Publication Year). Title of case study. Case Study Number (if given). Database URL. Examples. Havard, C. T. (2021). 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.

  6. How to Cite Court Cases in APA Style

    To cite a court case or decision, list the name of the case, the volume and abbreviated name of the reporter, the page number, the name of the court, the year, and optionally the URL. The case name is italicized in the in-text citation, but not in the reference list. In the reference, specify only a single page number—the page where the ...

  7. How to Cite a Case Study

    Citing a case study in MLA style. In-text citation template and example: (Author Surname Page number) (Rapp and Caramazza 373) Works cited entry template and example: Surname, First M. "Title of the Case Study.". Name of Publication, Volume number, Issue number, Publication Day Month Year, Page number. Case study.

  8. How to Cite a Case Study in APA: Basic Guidelines with Samples

    Authors follow citation rules for magazines because it is the source that contains the case study. The uniform resource locator (URL) or digital object identifier (DOI) are optional elements that are dependent on the medium of a case study text. General Format: Author, D. D. (Year, month date). Title of the case study. Title of the Magazine ...

  9. Library Research Guides: APA referencing: Case studies

    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 ...

  10. How to Cite in APA Format (7th edition)

    When no individual author name is listed, but the source can clearly be attributed to a specific organization—e.g., a press release by a charity, a report by an agency, or a page from a company's website—use the organization's name as the author in the reference entry and APA in-text citations.. When no author at all can be determined—e.g. a collaboratively edited wiki or an online ...

  11. How to Cite Sources

    To quote a source, copy a short piece of text word for word and put it inside quotation marks. To paraphrase a source, put the text into your own words. It's important that the paraphrase is not too close to the original wording. You can use the paraphrasing tool if you don't want to do this manually.

  12. How to Cite a Case Study in APA: A Comprehensive Guide

    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 ...

  13. How to Cite Sources

    The Chicago/Turabian style of citing sources is generally used when citing sources for humanities papers, and is best known for its requirement that writers place bibliographic citations at the bottom of a page (in Chicago-format footnotes) or at the end of a paper (endnotes). The Turabian and Chicago citation styles are almost identical, but ...

  14. How do I cite a Harvard Business Review case study in APA Style?

    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.

  15. How do I cite a Case Study using APA style?

    The format would depend on whether the case study is located in a journal, book or separate publication. If it is a separate publication, cite it as a book. Check the formats at the Online Writing Lab for citations:

  16. APA Formatting and Style Guide (7th Edition)

    APA Stylistics: Basics. APA Stylistics: Avoiding Bias. Footnotes & Appendices. Numbers & Statistics. Additional Resources. APA Headings and Seriation. APA PowerPoint Slide Presentation. APA Sample Paper. Tables and Figures.

  17. Library Guides: Case Studies: Sources for Case Studies

    These are a few resources that do offer free cases, but only LearningEdge offers their entire catalog for free. LearningEdge. Cases developed at the MIT Sloan School of Management. Free cases from Stanford Graduate School of Business. More are available for purchase through Harvard Business School Publishing. Free cases from the Case Centre.

  18. Q. How do I cite a case study in Harvard Business Review?

    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. One Author: …as the case study concluded (Smith, 2003, p. 6). OR: Smith reported (2003, p.

  19. How to Write a Case Study: from Outline to Examples

    To cite a case study in APA format, start with the author's last name followed by initials, year of publication in parentheses, title of the case study in sentence case, source (e.g., journal article, book), and retrieval information (if applicable). For example: AuthorLastName, Initials. (Year). Title of the case study. Source.

  20. What Is a Case Study?

    A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research. ... If you want to cite this source, you can copy and paste the citation or click the "Cite this Scribbr article" button to ...

  21. CEMS Harvard Referencing Style: Case studies

    CEMS Harvard Referencing Style: Case studies. Introduction to Referencing and Plagiarism; Introduction to In-text Citations; Reference Management Tools; Books; Journal Articles; ... Case studies; Internet Sources; Multimedia; Personal Communications; Powerpoint Presentations; Images or Diagrams; Data Sets; Standards and Patents; Software Programs;

  22. How To Cite A Case Study With Examples: APA, MLA and Others

    Here's how the IEEE citation case study format looks like: Author's last name, Case Study Title. City, State, Country: Publisher's name, Month Day, Year. An example of how to cite a case study in IEEE: Leonard, Our response to global warming. New York, NY, USA: Printed Press, Sept. 14, 2015.

  23. Case Studies & Standards

    EXAMPLE OF A REFERENCE TO A PRINTED CASE STUDY. Spar, D. and Burns, J. 2000. 'Hitting the wall: Nike and International Labor Practices.'. HBS 700047. Boston: Harvard Business School Publishing. EXAMPLE OF A REFERENCE TO AN ELECTRONIC CASE STUDY FROM A DATABASE. Mathu, K.M. and Scheepers, C. 2016. 'Leading change towards sustainable green ...

  24. B2B Content Marketing Trends 2024 [Research]

    Marketers cite a lack of resources as a top situational challenge, the same as they did the previous year. Nearly three-quarters (72%) say they use generative AI, but 61% say their organization lacks guidelines for its use. ... (84%, up from 75% last year), and case studies/customer stories (78%, up from 67% last year). Almost three-quarters ...