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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 Citation Guide (APA 7th Edition): Case Studies

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Case Study from a Library Database

Case study from a website.

  • Case Study from a Book

. Case Study Number (if given). Database main URL



Berry, A. (2024).   

. Harvard Business School Case 822-122. 

 





. Case study number (if given). URL



Henderson, R. M., Locke, R. M., & Lyddy, C. (2019).   

Case No. ETH33.   




Case Study from a Print Book or eBook

 (pp. Page Numbers). Publisher.


Green cause-related marketing for social innovation: Helping people to reimagine plastic recycling and sustainability. In M. M. Galan-Ladero, C. Galera-Casquet, & H. M. Alves (Eds.),  (pp. 19-30). Springer.



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Reference : Author/editor Last name, Initials. (Year) 'Title of case study' [Case Study], Journal Title, Volume (Issue), pp. page numbers. Available at: URL [Accessed Day Month Year].

Ofek, E., Avery, J., Rudolph, S., Martins Gomes, V., Saadat, N., Tsui, A., & Shroff, Y. (2014) 'Case study second thoughts about a strategy shift' [Case Study], Harvard Business Review , 92(12), pp. 125-129. Available at: http://search.ebscohost.com/login.aspx?direct=true&db=bth&AN=99621003&site=ehost-live [Accessed 10 December 2014].

In-Text-Citation :

  • (Author last name, Year)
  • Author last name (Year)...
  • In their case study Ofek et al. (2014) describe how marketing to the young generation...

Still unsure what in-text citation and referencing mean? Check here . 

Still unsure why you need to reference all this information? Check here . 

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Citing a case study

Create a new citation.

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Published February 4, 2021. Updated August 9, 2021.

To create a reference or citation for a case study, you will need to know basic information including the name of the author, title of the case study, journal or book title, and publication year.

The templates and examples below will show you how to cite a case study in MLA style, APA style, Chicago style, and Harvard referencing style.

Easily cite a case study in the style of your choice using the  Chegg Writing citation generator .

Help protect your paper against accidental plagiarism with the Chegg Writing  plagiarism checker  and  citation generator .

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.

Rapp, Brenda, and Alfonso Caramazza. “Selective Difficulties with Spoken Nouns and Written Verbs: A Single Case Study.”  Journal of Neurolinguistics , vol. 15, no. 3, 2002, pp. 373–402. Case Study.

Citing a case study in APA style

(Author Surname, Year)

(Rapp & Caramazza, 2002)

Reference list entry template and example:

Surname, F. M. (Publication Year). Title of the case study [Case study].  Name of Publication , Volume(Issue), Page number.

Rapp, B., & Caramazza, A. (2002). Selective difficulties with spoken nouns and written verbs: A single case study [Case study].  Journal of Neurolinguistics,  15(3), 373–402.

Citing a case study in Chicago style, notes-bibliography

Footnote template and example:

Author Full Name, “Title of the Case Study,”

Name of Publication

Volume number, Issue number (Publication Month Day, Year): Page number.

Brenda Rapp and Alfonso Caramazza, “Selective Difficulties with Spoken Nouns and Written Verbs: A Single Case Study,”

Journal of Neurolinguistics

15, no. 3 (2002): 373.

Shortened Note

Author Surname, “Shortened Title of the Case Study,” Page number.

Rapp and Caramazza, “Selective Difficulties,” 402.

Bibliography entry template and example:

Author Surname, First M. “Title of the Case Study.”  Name of Publication  Volume number, Issue number (Publication Month Day, Year): Page number.

Rapp, Brenda, and Alfonso Caramazza. “Selective Difficulties with Spoken Nouns and Written Verbs: A Single Case Study.”  Journal of Neurolinguistics  15, no. 3 (2002): 373–402.

Citing a case study in Chicago style, author-date

(Author Surname Publication year)

(Rapp and Caramazza 2002)

Author Surname, First M. Publication year. “Title of the Case Study.”  Name of Publication  Volume number, Issue number: Page number.

Rapp, Brenda, and Alfonso Caramazza. 2002. “Selective Difficulties with Spoken Nouns and Written Verbs: A Single Case Study.”  Journal of Neurolinguistics  15, no. 3: 373–402.

How to cite a case study in Harvard referencing style

(Author Surname, Publication Year)

(Rapp and Caramazza, 2002)

Author Surname, F.M. (Publication Year) ‘Title of case study’,  Name of Journal , Volume(Issue), pp. #-#.

Rapp, B. and Caramazza, A. (2002) ‘Selective difficulties with spoken nouns and written verbs: A single case study’,  Journal of Neurolinguistics , 15(3-5), pp. 373–402.

Writing a paper ? Don’t forget to include a  bibliography .

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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: 20708

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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How to Cite a Case Study

Last Updated: March 6, 2024

This article was reviewed by Gerald Posner and by wikiHow staff writer, Jennifer Mueller, JD . Gerald Posner is an Author & Journalist based in Miami, Florida. With over 35 years of experience, he specializes in investigative journalism, nonfiction books, and editorials. He holds a law degree from UC College of the Law, San Francisco, and a BA in Political Science from the University of California-Berkeley. He’s the author of thirteen books, including several New York Times bestsellers, the winner of the Florida Book Award for General Nonfiction, and has been a finalist for the Pulitzer Prize in History. He was also shortlisted for the Best Business Book of 2020 by the Society for Advancing Business Editing and Writing. This article has been viewed 37,947 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

reference for case study

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

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Answered By: Theresa Bell (she/her/hers) Last Updated: Nov 04, 2021     Views: 42048

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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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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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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A case study research paper examines a person, place, event, condition, phenomenon, or other type of subject of analysis in order to extrapolate  key themes and results that help predict future trends, illuminate previously hidden issues that can be applied to practice, and/or provide a means for understanding an important research problem with greater clarity. A case study research paper usually examines a single subject of analysis, but case study papers can also be designed as a comparative investigation that shows relationships between two or more subjects. The methods used to study a case can rest within a quantitative, qualitative, or mixed-method investigative paradigm.

Case Studies. Writing@CSU. Colorado State University; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010 ; “What is a Case Study?” In Swanborn, Peter G. Case Study Research: What, Why and How? London: SAGE, 2010.

How to Approach Writing a Case Study Research Paper

General information about how to choose a topic to investigate can be found under the " Choosing a Research Problem " tab in the Organizing Your Social Sciences Research Paper writing guide. Review this page because it may help you identify a subject of analysis that can be investigated using a case study design.

However, identifying a case to investigate involves more than choosing the research problem . A case study encompasses a problem contextualized around the application of in-depth analysis, interpretation, and discussion, often resulting in specific recommendations for action or for improving existing conditions. As Seawright and Gerring note, practical considerations such as time and access to information can influence case selection, but these issues should not be the sole factors used in describing the methodological justification for identifying a particular case to study. Given this, selecting a case includes considering the following:

  • The case represents an unusual or atypical example of a research problem that requires more in-depth analysis? Cases often represent a topic that rests on the fringes of prior investigations because the case may provide new ways of understanding the research problem. For example, if the research problem is to identify strategies to improve policies that support girl's access to secondary education in predominantly Muslim nations, you could consider using Azerbaijan as a case study rather than selecting a more obvious nation in the Middle East. Doing so may reveal important new insights into recommending how governments in other predominantly Muslim nations can formulate policies that support improved access to education for girls.
  • The case provides important insight or illuminate a previously hidden problem? In-depth analysis of a case can be based on the hypothesis that the case study will reveal trends or issues that have not been exposed in prior research or will reveal new and important implications for practice. For example, anecdotal evidence may suggest drug use among homeless veterans is related to their patterns of travel throughout the day. Assuming prior studies have not looked at individual travel choices as a way to study access to illicit drug use, a case study that observes a homeless veteran could reveal how issues of personal mobility choices facilitate regular access to illicit drugs. Note that it is important to conduct a thorough literature review to ensure that your assumption about the need to reveal new insights or previously hidden problems is valid and evidence-based.
  • The case challenges and offers a counter-point to prevailing assumptions? Over time, research on any given topic can fall into a trap of developing assumptions based on outdated studies that are still applied to new or changing conditions or the idea that something should simply be accepted as "common sense," even though the issue has not been thoroughly tested in current practice. A case study analysis may offer an opportunity to gather evidence that challenges prevailing assumptions about a research problem and provide a new set of recommendations applied to practice that have not been tested previously. For example, perhaps there has been a long practice among scholars to apply a particular theory in explaining the relationship between two subjects of analysis. Your case could challenge this assumption by applying an innovative theoretical framework [perhaps borrowed from another discipline] to explore whether this approach offers new ways of understanding the research problem. Taking a contrarian stance is one of the most important ways that new knowledge and understanding develops from existing literature.
  • The case provides an opportunity to pursue action leading to the resolution of a problem? Another way to think about choosing a case to study is to consider how the results from investigating a particular case may result in findings that reveal ways in which to resolve an existing or emerging problem. For example, studying the case of an unforeseen incident, such as a fatal accident at a railroad crossing, can reveal hidden issues that could be applied to preventative measures that contribute to reducing the chance of accidents in the future. In this example, a case study investigating the accident could lead to a better understanding of where to strategically locate additional signals at other railroad crossings so as to better warn drivers of an approaching train, particularly when visibility is hindered by heavy rain, fog, or at night.
  • The case offers a new direction in future research? A case study can be used as a tool for an exploratory investigation that highlights the need for further research about the problem. A case can be used when there are few studies that help predict an outcome or that establish a clear understanding about how best to proceed in addressing a problem. For example, after conducting a thorough literature review [very important!], you discover that little research exists showing the ways in which women contribute to promoting water conservation in rural communities of east central Africa. A case study of how women contribute to saving water in a rural village of Uganda can lay the foundation for understanding the need for more thorough research that documents how women in their roles as cooks and family caregivers think about water as a valuable resource within their community. This example of a case study could also point to the need for scholars to build new theoretical frameworks around the topic [e.g., applying feminist theories of work and family to the issue of water conservation].

Eisenhardt, Kathleen M. “Building Theories from Case Study Research.” Academy of Management Review 14 (October 1989): 532-550; Emmel, Nick. Sampling and Choosing Cases in Qualitative Research: A Realist Approach . Thousand Oaks, CA: SAGE Publications, 2013; Gerring, John. “What Is a Case Study and What Is It Good for?” American Political Science Review 98 (May 2004): 341-354; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Seawright, Jason and John Gerring. "Case Selection Techniques in Case Study Research." Political Research Quarterly 61 (June 2008): 294-308.

Structure and Writing Style

The purpose of a paper in the social sciences designed around a case study is to thoroughly investigate a subject of analysis in order to reveal a new understanding about the research problem and, in so doing, contributing new knowledge to what is already known from previous studies. In applied social sciences disciplines [e.g., education, social work, public administration, etc.], case studies may also be used to reveal best practices, highlight key programs, or investigate interesting aspects of professional work.

In general, the structure of a case study research paper is not all that different from a standard college-level research paper. However, there are subtle differences you should be aware of. Here are the key elements to organizing and writing a case study research paper.

I.  Introduction

As with any research paper, your introduction should serve as a roadmap for your readers to ascertain the scope and purpose of your study . The introduction to a case study research paper, however, should not only describe the research problem and its significance, but you should also succinctly describe why the case is being used and how it relates to addressing the problem. The two elements should be linked. With this in mind, a good introduction answers these four questions:

  • What is being studied? Describe the research problem and describe the subject of analysis [the case] you have chosen to address the problem. Explain how they are linked and what elements of the case will help to expand knowledge and understanding about the problem.
  • Why is this topic important to investigate? Describe the significance of the research problem and state why a case study design and the subject of analysis that the paper is designed around is appropriate in addressing the problem.
  • What did we know about this topic before I did this study? Provide background that helps lead the reader into the more in-depth literature review to follow. If applicable, summarize prior case study research applied to the research problem and why it fails to adequately address the problem. Describe why your case will be useful. If no prior case studies have been used to address the research problem, explain why you have selected this subject of analysis.
  • How will this study advance new knowledge or new ways of understanding? Explain why your case study will be suitable in helping to expand knowledge and understanding about the research problem.

Each of these questions should be addressed in no more than a few paragraphs. Exceptions to this can be when you are addressing a complex research problem or subject of analysis that requires more in-depth background information.

II.  Literature Review

The literature review for a case study research paper is generally structured the same as it is for any college-level research paper. The difference, however, is that the literature review is focused on providing background information and  enabling historical interpretation of the subject of analysis in relation to the research problem the case is intended to address . This includes synthesizing studies that help to:

  • Place relevant works in the context of their contribution to understanding the case study being investigated . This would involve summarizing studies that have used a similar subject of analysis to investigate the research problem. If there is literature using the same or a very similar case to study, you need to explain why duplicating past research is important [e.g., conditions have changed; prior studies were conducted long ago, etc.].
  • Describe the relationship each work has to the others under consideration that informs the reader why this case is applicable . Your literature review should include a description of any works that support using the case to investigate the research problem and the underlying research questions.
  • Identify new ways to interpret prior research using the case study . If applicable, review any research that has examined the research problem using a different research design. Explain how your use of a case study design may reveal new knowledge or a new perspective or that can redirect research in an important new direction.
  • Resolve conflicts amongst seemingly contradictory previous studies . This refers to synthesizing any literature that points to unresolved issues of concern about the research problem and describing how the subject of analysis that forms the case study can help resolve these existing contradictions.
  • Point the way in fulfilling a need for additional research . Your review should examine any literature that lays a foundation for understanding why your case study design and the subject of analysis around which you have designed your study may reveal a new way of approaching the research problem or offer a perspective that points to the need for additional research.
  • Expose any gaps that exist in the literature that the case study could help to fill . Summarize any literature that not only shows how your subject of analysis contributes to understanding the research problem, but how your case contributes to a new way of understanding the problem that prior research has failed to do.
  • Locate your own research within the context of existing literature [very important!] . Collectively, your literature review should always place your case study within the larger domain of prior research about the problem. The overarching purpose of reviewing pertinent literature in a case study paper is to demonstrate that you have thoroughly identified and synthesized prior studies in relation to explaining the relevance of the case in addressing the research problem.

III.  Method

In this section, you explain why you selected a particular case [i.e., subject of analysis] and the strategy you used to identify and ultimately decide that your case was appropriate in addressing the research problem. The way you describe the methods used varies depending on the type of subject of analysis that constitutes your case study.

If your subject of analysis is an incident or event . In the social and behavioral sciences, the event or incident that represents the case to be studied is usually bounded by time and place, with a clear beginning and end and with an identifiable location or position relative to its surroundings. The subject of analysis can be a rare or critical event or it can focus on a typical or regular event. The purpose of studying a rare event is to illuminate new ways of thinking about the broader research problem or to test a hypothesis. Critical incident case studies must describe the method by which you identified the event and explain the process by which you determined the validity of this case to inform broader perspectives about the research problem or to reveal new findings. However, the event does not have to be a rare or uniquely significant to support new thinking about the research problem or to challenge an existing hypothesis. For example, Walo, Bull, and Breen conducted a case study to identify and evaluate the direct and indirect economic benefits and costs of a local sports event in the City of Lismore, New South Wales, Australia. The purpose of their study was to provide new insights from measuring the impact of a typical local sports event that prior studies could not measure well because they focused on large "mega-events." Whether the event is rare or not, the methods section should include an explanation of the following characteristics of the event: a) when did it take place; b) what were the underlying circumstances leading to the event; and, c) what were the consequences of the event in relation to the research problem.

If your subject of analysis is a person. Explain why you selected this particular individual to be studied and describe what experiences they have had that provide an opportunity to advance new understandings about the research problem. Mention any background about this person which might help the reader understand the significance of their experiences that make them worthy of study. This includes describing the relationships this person has had with other people, institutions, and/or events that support using them as the subject for a case study research paper. It is particularly important to differentiate the person as the subject of analysis from others and to succinctly explain how the person relates to examining the research problem [e.g., why is one politician in a particular local election used to show an increase in voter turnout from any other candidate running in the election]. Note that these issues apply to a specific group of people used as a case study unit of analysis [e.g., a classroom of students].

If your subject of analysis is a place. In general, a case study that investigates a place suggests a subject of analysis that is unique or special in some way and that this uniqueness can be used to build new understanding or knowledge about the research problem. A case study of a place must not only describe its various attributes relevant to the research problem [e.g., physical, social, historical, cultural, economic, political], but you must state the method by which you determined that this place will illuminate new understandings about the research problem. It is also important to articulate why a particular place as the case for study is being used if similar places also exist [i.e., if you are studying patterns of homeless encampments of veterans in open spaces, explain why you are studying Echo Park in Los Angeles rather than Griffith Park?]. If applicable, describe what type of human activity involving this place makes it a good choice to study [e.g., prior research suggests Echo Park has more homeless veterans].

If your subject of analysis is a phenomenon. A phenomenon refers to a fact, occurrence, or circumstance that can be studied or observed but with the cause or explanation to be in question. In this sense, a phenomenon that forms your subject of analysis can encompass anything that can be observed or presumed to exist but is not fully understood. In the social and behavioral sciences, the case usually focuses on human interaction within a complex physical, social, economic, cultural, or political system. For example, the phenomenon could be the observation that many vehicles used by ISIS fighters are small trucks with English language advertisements on them. The research problem could be that ISIS fighters are difficult to combat because they are highly mobile. The research questions could be how and by what means are these vehicles used by ISIS being supplied to the militants and how might supply lines to these vehicles be cut off? How might knowing the suppliers of these trucks reveal larger networks of collaborators and financial support? A case study of a phenomenon most often encompasses an in-depth analysis of a cause and effect that is grounded in an interactive relationship between people and their environment in some way.

NOTE:   The choice of the case or set of cases to study cannot appear random. Evidence that supports the method by which you identified and chose your subject of analysis should clearly support investigation of the research problem and linked to key findings from your literature review. Be sure to cite any studies that helped you determine that the case you chose was appropriate for examining the problem.

IV.  Discussion

The main elements of your discussion section are generally the same as any research paper, but centered around interpreting and drawing conclusions about the key findings from your analysis of the case study. Note that a general social sciences research paper may contain a separate section to report findings. However, in a paper designed around a case study, it is common to combine a description of the results with the discussion about their implications. The objectives of your discussion section should include the following:

Reiterate the Research Problem/State the Major Findings Briefly reiterate the research problem you are investigating and explain why the subject of analysis around which you designed the case study were used. You should then describe the findings revealed from your study of the case using direct, declarative, and succinct proclamation of the study results. Highlight any findings that were unexpected or especially profound.

Explain the Meaning of the Findings and Why They are Important Systematically explain the meaning of your case study findings and why you believe they are important. Begin this part of the section by repeating what you consider to be your most important or surprising finding first, then systematically review each finding. Be sure to thoroughly extrapolate what your analysis of the case can tell the reader about situations or conditions beyond the actual case that was studied while, at the same time, being careful not to misconstrue or conflate a finding that undermines the external validity of your conclusions.

Relate the Findings to Similar Studies No study in the social sciences is so novel or possesses such a restricted focus that it has absolutely no relation to previously published research. The discussion section should relate your case study results to those found in other studies, particularly if questions raised from prior studies served as the motivation for choosing your subject of analysis. This is important because comparing and contrasting the findings of other studies helps support the overall importance of your results and it highlights how and in what ways your case study design and the subject of analysis differs from prior research about the topic.

Consider Alternative Explanations of the Findings Remember that the purpose of social science research is to discover and not to prove. When writing the discussion section, you should carefully consider all possible explanations revealed by the case study results, rather than just those that fit your hypothesis or prior assumptions and biases. Be alert to what the in-depth analysis of the case may reveal about the research problem, including offering a contrarian perspective to what scholars have stated in prior research if that is how the findings can be interpreted from your case.

Acknowledge the Study's Limitations You can state the study's limitations in the conclusion section of your paper but describing the limitations of your subject of analysis in the discussion section provides an opportunity to identify the limitations and explain why they are not significant. This part of the discussion section should also note any unanswered questions or issues your case study could not address. More detailed information about how to document any limitations to your research can be found here .

Suggest Areas for Further Research Although your case study may offer important insights about the research problem, there are likely additional questions related to the problem that remain unanswered or findings that unexpectedly revealed themselves as a result of your in-depth analysis of the case. Be sure that the recommendations for further research are linked to the research problem and that you explain why your recommendations are valid in other contexts and based on the original assumptions of your study.

V.  Conclusion

As with any research paper, you should summarize your conclusion in clear, simple language; emphasize how the findings from your case study differs from or supports prior research and why. Do not simply reiterate the discussion section. Provide a synthesis of key findings presented in the paper to show how these converge to address the research problem. If you haven't already done so in the discussion section, be sure to document the limitations of your case study and any need for further research.

The function of your paper's conclusion is to: 1) reiterate the main argument supported by the findings from your case study; 2) state clearly the context, background, and necessity of pursuing the research problem using a case study design in relation to an issue, controversy, or a gap found from reviewing the literature; and, 3) provide a place to persuasively and succinctly restate the significance of your research problem, given that the reader has now been presented with in-depth information about the topic.

Consider the following points to help ensure your conclusion is appropriate:

  • If the argument or purpose of your paper is complex, you may need to summarize these points for your reader.
  • If prior to your conclusion, you have not yet explained the significance of your findings or if you are proceeding inductively, use the conclusion of your paper to describe your main points and explain their significance.
  • Move from a detailed to a general level of consideration of the case study's findings that returns the topic to the context provided by the introduction or within a new context that emerges from your case study findings.

Note that, depending on the discipline you are writing in or the preferences of your professor, the concluding paragraph may contain your final reflections on the evidence presented as it applies to practice or on the essay's central research problem. However, the nature of being introspective about the subject of analysis you have investigated will depend on whether you are explicitly asked to express your observations in this way.

Problems to Avoid

Overgeneralization One of the goals of a case study is to lay a foundation for understanding broader trends and issues applied to similar circumstances. However, be careful when drawing conclusions from your case study. They must be evidence-based and grounded in the results of the study; otherwise, it is merely speculation. Looking at a prior example, it would be incorrect to state that a factor in improving girls access to education in Azerbaijan and the policy implications this may have for improving access in other Muslim nations is due to girls access to social media if there is no documentary evidence from your case study to indicate this. There may be anecdotal evidence that retention rates were better for girls who were engaged with social media, but this observation would only point to the need for further research and would not be a definitive finding if this was not a part of your original research agenda.

Failure to Document Limitations No case is going to reveal all that needs to be understood about a research problem. Therefore, 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. For example, the case of studying how women conceptualize the need for water conservation in a village in Uganda could have limited application in other cultural contexts or in areas where fresh water from rivers or lakes is plentiful and, therefore, conservation is understood more in terms of managing access rather than preserving access to a scarce resource.

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. If you do not, your reader may question the validity of your analysis, particularly if you failed to document an obvious outcome from your case study research. For example, in the case of studying the accident at the railroad crossing to evaluate where and what types of warning signals should be located, you failed to take into consideration speed limit signage as well as warning signals. When designing your case study, be sure you have thoroughly addressed all aspects of the problem and do not leave gaps in your analysis that leave the reader questioning the results.

Case Studies. Writing@CSU. Colorado State University; Gerring, John. Case Study Research: Principles and Practices . New York: Cambridge University Press, 2007; Merriam, Sharan B. Qualitative Research and Case Study Applications in Education . Rev. ed. San Francisco, CA: Jossey-Bass, 1998; Miller, Lisa L. “The Use of Case Studies in Law and Social Science Research.” Annual Review of Law and Social Science 14 (2018): TBD; Mills, Albert J., Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Putney, LeAnn Grogan. "Case Study." In Encyclopedia of Research Design , Neil J. Salkind, editor. (Thousand Oaks, CA: SAGE Publications, 2010), pp. 116-120; Simons, Helen. Case Study Research in Practice . London: SAGE Publications, 2009;  Kratochwill,  Thomas R. and Joel R. Levin, editors. Single-Case Research Design and Analysis: New Development for Psychology and Education .  Hilldsale, NJ: Lawrence Erlbaum Associates, 1992; Swanborn, Peter G. Case Study Research: What, Why and How? London : SAGE, 2010; Yin, Robert K. Case Study Research: Design and Methods . 6th edition. Los Angeles, CA, SAGE Publications, 2014; Walo, Maree, Adrian Bull, and Helen Breen. “Achieving Economic Benefits at Local Events: A Case Study of a Local Sports Event.” Festival Management and Event Tourism 4 (1996): 95-106.

Writing Tip

At Least Five Misconceptions about Case Study Research

Social science case studies are often perceived as limited in their ability to create new knowledge because they are not randomly selected and findings cannot be generalized to larger populations. Flyvbjerg examines five misunderstandings about case study research and systematically "corrects" each one. To quote, these are:

Misunderstanding 1 :  General, theoretical [context-independent] knowledge is more valuable than concrete, practical [context-dependent] knowledge. Misunderstanding 2 :  One cannot generalize on the basis of an individual case; therefore, the case study cannot contribute to scientific development. Misunderstanding 3 :  The case study is most useful for generating hypotheses; that is, in the first stage of a total research process, whereas other methods are more suitable for hypotheses testing and theory building. Misunderstanding 4 :  The case study contains a bias toward verification, that is, a tendency to confirm the researcher’s preconceived notions. Misunderstanding 5 :  It is often difficult to summarize and develop general propositions and theories on the basis of specific case studies [p. 221].

While writing your paper, think introspectively about how you addressed these misconceptions because to do so can help you strengthen the validity and reliability of your research by clarifying issues of case selection, the testing and challenging of existing assumptions, the interpretation of key findings, and the summation of case outcomes. Think of a case study research paper as a complete, in-depth narrative about the specific properties and key characteristics of your subject of analysis applied to the research problem.

Flyvbjerg, Bent. “Five Misunderstandings About Case-Study Research.” Qualitative Inquiry 12 (April 2006): 219-245.

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  • 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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How to Cite a Case Study: Different Styles

November 20, 2023

Properly citing case studies plays a crucial role in academic writing for several reasons. Firstly, citing case studies demonstrates the credibility and reliability of your arguments and research. By referencing the original sources, you show that you have conducted thorough research and have used reputable and authoritative information to support your claims.

Secondly, citing case studies allows readers to further explore the topic and verify the information provided. It enables them to locate and read the full case study if they wish to delve deeper into the details and findings. This promotes transparency and fosters a more comprehensive understanding of the subject matter.

Finally, citing case studies acknowledges the contributions of the original authors and researchers. By giving proper credit, you adhere to ethical standards of academic integrity and avoid plagiarism. It also ensures that the individuals responsible for the case study receive recognition for their work.

In summary, citing case studies is essential in academic writing to enhance credibility, facilitate further exploration, and acknowledge the original authors’ contributions.

Basic Guidelines for Citing a Case Study

When citing a case study in your essay, it is important to follow some basic guidelines to ensure accuracy and consistency. Here are the key guidelines to keep in mind:

  • Identify the case study: Start by providing the full title of the case study, along with the names of the authors or researchers involved. Include any relevant publication information, such as the name of the journal or book in which the case study is published.
  • Format the citation style: Depending on the citation style required by your academic institution or professor, format your case study citation accordingly. Common citation styles include APA, MLA, Chicago, and Harvard. Each style has specific rules for formatting and referencing case studies, so familiarize yourself with the requirements of the chosen style.
  • Include the case study publication date: In addition to the authors’ names and title, mention the date on which the case study was published. This provides important chronological context for your readers and allows them to assess the relevance and currency of the information presented.
  • Provide a direct link or source: Whenever possible, include a direct link or source to the case study. This could be a URL to an online version of the case study, a DOI (Digital Object Identifier), or the volume and page numbers if it is published in a journal or book. This helps readers locate the case study easily and access it for further reading.

By adhering to these basic guidelines, you can ensure that your case study citations are accurate, consistent, and accessible for your readers. Remember to consult the specific guidelines of your chosen citation style to ensure complete adherence.

Citing a Case Study in APA Format

When citing a case study in APA format, follow these guidelines to accurately reference the source:

  • Author(s) of the case study: Include the last name(s) and initials of the author(s) of the case study. If there are multiple authors, separate their names with commas and use an ampersand (&) before the last author’s name.
  • Year of publication: Provide the year the case study was published in parentheses.
  • Title of the case study: Use sentence case capitalization for the title. Only capitalize the first word and proper nouns.
  • Source information: Depending on the source type, include additional details following the title. For example:
  • If it is a journal article, include the journal name in italics, volume number(issue number), and page range.
  • If it is a book chapter, include the book title in italics and the editors’ names.
  • If it is an online source, provide the URL and the date of access.

Example APA citation for a case study:

  • Single author: Author, A. (Year). Title of case study. Source information.
  • Multiple authors: Author, A., & Author, B. (Year). Title of case study. Source information.

Make sure to properly format the citation, including hanging indents, use of italics, and punctuation. Additionally, list all the case studies you cited in a separate references page at the end of your essay, following APA formatting guidelines.

Citing a Case Study in MLA Format

When citing a case study in MLA format, follow these guidelines to reference the source accurately:

  • Authors of the case study: Include the author’s name(s) in the order they appear in the source, but inverted (last name, first name).
  • Title of the case study: Use sentence case capitalization. Capitalize the first word, proper nouns, and any other words that would normally be capitalized. Italicize the title.
  • Title of the source: Use italics to indicate the title of the source. This could be the name of the journal, book, or website.
  • Publication information: Depending on the source type, include additional details following the source title. For example:
  • If it is a journal article, include the name of the journal in italics, volume number (issue number), and page range.
  • If it is a book chapter, include the book title in italics, the editors’ names, publisher, year of publication, and page range.
  • If it is an online source, provide the name of the website in italics, the date of publication, the name of the publisher, the URL, and the date of access.

Example MLA citation for a case study:

  • Single author: Author last name, First name. “Title of case study.” Title of source, Publication information.
  • Multiple authors: Last name, First name and First name Last name. “Title of case study.” Title of source, Publication information.

Remember to properly format the citation, including hanging indents, use of italics, and punctuation. Additionally, list all the case studies you cited in a separate works cited page at the end of your essay, following MLA formatting guidelines.

Citing a Case Study in Chicago Style

When citing a case study in Chicago style, follow these guidelines to reference the source accurately:

  • Title of the case study: Use sentence case capitalization. Capitalize the first word, proper nouns, and any other words that would normally be capitalized. Enclose the title in double quotation marks.

Example Chicago citation for a case study:

  • Single author: Author last name, first name. “Title of case study.” In Title of source, publication information.
  • Multiple authors: Last name, first name, and first name last name. “Title of case study.” In Title of source, publication information.

Remember to properly format the citation, including hanging indents and punctuation. Additionally, list all the case studies you cited in a separate bibliography page at the end of your essay, following Chicago formatting guidelines.

Citing a Case Study in Harvard Style

When citing a case study in Harvard style, follow these guidelines to accurately reference the source:

  • Authors of the case study: Include the last name(s) and initials of the author(s) of the case study. Separate multiple authors’ names with commas and use an ampersand (&) before the last author’s name.
  • Title of the case study: Use sentence case capitalization for the title. Capitalize the first word, proper nouns, and any other words that would normally be capitalized. Italicize the title.

Example Harvard citation for a case study:

Ensure the citation is properly formatted, including punctuation, use of italics, and indentation. Also, list all the case studies cited in a separate references list at the end of the essay, following Harvard formatting guidelines.

Online Databases for Finding Case Studies

Finding case studies for your essay is made easier with the availability of online databases. These databases compile various case studies from different disciplines, allowing you to access a wide range of relevant examples. Here are some online databases you can use to find case studies:

  • Google Scholar : This widely-used search engine provides access to scholarly articles, including case studies. Use specific keywords to narrow down your search and include the phrase “cite a case study” to find articles that specifically discuss how to cite case studies.
  • EBSCOhost : EBSCOhost is a popular online research platform that offers access to multiple databases such as Academic Search Complete, Business Source Complete, and Psychology and Behavioral Sciences Collection. These databases contain numerous case studies across various fields.
  • JSTOR : JSTOR is a digital library that provides access to academic journals, books, and primary sources. It covers diverse disciplines and includes a vast collection of case studies that can be useful for your research.
  • ProQuest : ProQuest is another comprehensive research tool that offers access to a wide range of databases, including scholarly journals, newspapers, and dissertations. It houses a substantial collection of case studies covering multiple subject areas.

When searching in these databases, use keywords specific to your topic, such as the name of the industry or concept you are focusing on. Additionally, if you find a relevant case study, make sure to cite it correctly using the appropriate citation style.

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

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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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  • Introduction
  • Parenthetical vs. narrative
  • Multiple authors

Missing information

  • Sources to include

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APA 7th edition publication manual

How to create APA citations

APA Style is widely used by students, researchers, and professionals in the social and behavioral sciences. Scribbr’s free citation generator automatically generates accurate references and in-text citations.

This citation guide outlines the most important citation guidelines from the 7th edition APA Publication Manual (2020).

  • Cite a webpage
  • Cite a book
  • Cite a journal article
  • Cite a YouTube video

APA in-text citations

APA in-text citations include the author’s last name, publication date, and, if relevant, a locator such as a page number or timestamp. For example, (Smith, 2021, p. 170) . See it as a shorter version of the entry in the reference list .

You should include in-text citations every time you’re quoting or paraphrasing someone else’s ideas or words. In doing so, you give credit to the original author and avoid plagiarism .

Parenthetical vs. narrative citation

The in-text citation can take two forms: parenthetical and narrative. Both types are generated automatically when citing a source with Scribbr’s APA Citation Generator.

  • Parenthetical citation: According to new research … (Smith, 2020) .
  • Narrative citation: Smith (2020) notes that …

Multiple authors and corporate authors

The in-text citation changes slightly when a source has multiple authors or an organization as an author. Pay attention to punctuation and the use of the ampersand (&) symbol.

Author typeParenthetical citationNarrative citation
One author(Smith, 2020)Smith (2020)
Two authors(Smith & Jones, 2020)Smith and Jones (2020)
Three or more authors(Smith et al., 2020)Smith et al. (2020)
Organization(Scribbr, 2020)Scribbr (2020)

When the author, publication date or locator is unknown, take the steps outlined below.

Missing elementWhat to doParenthetical citation
AuthorUse the source title.*( , 2020)
DateWrite “n.d.” for “no date.”(Smith, n.d.)
Page numberEither use an or
omit the page number.
(Smith, 2020, Chapter 3) or
(Smith, 2020)

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APA references

APA references generally include information about the author , publication date , title , and source . Depending on the type of source, you may have to include extra information that helps your reader locate the source.

It is not uncommon for certain information to be unknown or missing, especially with sources found online. In these cases, the reference is slightly adjusted.

Missing elementWhat to doReference format
AuthorStart the reference entry with the source title.Title. (Date). Source.
DateWrite “n.d.” for “no date”.Author. (n.d.). Title. Source.
TitleDescribe the work in square brackets.Author. (Date). [Description]. Source.

Formatting the APA reference page

APA reference page (7th edition)

On the first line of the page, write the section label “References” (in bold and centered). On the second line, start listing your references in alphabetical order .

Apply these formatting guidelines to the APA reference page:

  • Double spacing (within and between references)
  • Hanging indent of ½ inch
  • Legible font (e.g. Times New Roman 12 or Arial 11)
  • Page number in the top right header

Which sources to include

On the reference page, you only include sources that you have cited in the text (with an in-text citation ). You should not include references to personal communications that your reader can’t access (e.g. emails, phone conversations or private online material).

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What Is a Case Study?

Weighing the pros and cons of this method of research

Verywell / Colleen Tighe

  • Pros and Cons

What Types of Case Studies Are Out There?

Where do you find data for a case study, how do i write a psychology case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in many different fields, including psychology, medicine, education, anthropology, political science, and social work.

The point of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, we got you—here are some rules of APA format to reference.  

At a Glance

A case study, or an in-depth study of a person, group, or event, can be a useful research tool when used wisely. In many cases, case studies are best used in situations where it would be difficult or impossible for you to conduct an experiment. They are helpful for looking at unique situations and allow researchers to gather a lot of˜ information about a specific individual or group of people. However, it's important to be cautious of any bias we draw from them as they are highly subjective.

What Are the Benefits and Limitations of Case Studies?

A case study can have its strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult or impossible to replicate in a lab. Some other benefits of a case study:

  • Allows researchers to capture information on the 'how,' 'what,' and 'why,' of something that's implemented
  • Gives researchers the chance to collect information on why one strategy might be chosen over another
  • Permits researchers to develop hypotheses that can be explored in experimental research

On the other hand, a case study can have some drawbacks:

  • It cannot necessarily be generalized to the larger population
  • Cannot demonstrate cause and effect
  • It may not be scientifically rigorous
  • It can lead to bias

Researchers may choose to perform a case study if they want to explore a unique or recently discovered phenomenon. Through their insights, researchers develop additional ideas and study questions that might be explored in future studies.

It's important to remember that the insights from case studies cannot be used to determine cause-and-effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through individual case studies. Some great examples of case studies in psychology include:

  • Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
  • Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
  • Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language learning was possible, even after missing critical periods for language development. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse denied her the opportunity to learn a language at critical points in her development.

This is clearly not something researchers could ethically replicate, but conducting a case study on Genie allowed researchers to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might use:

  • Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those who live there.
  • Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
  • Explanatory case studies : These   are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
  • Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
  • Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
  • Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory.

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers use depends on the unique characteristics of the situation and the case itself.

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

  • Archival records : Census records, survey records, and name lists are examples of archival records.
  • Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
  • Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
  • Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
  • Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
  • Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines you need to follow. If you are writing your case study for a professional publication, check with the publisher for their specific guidelines for submitting a case study.

Here is a general outline of what should be included in a case study.

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

  • Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
  • Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
  • Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
  • Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Need More Tips?

Here are a few additional pointers to keep in mind when formatting your case study:

  • Never refer to the subject of your case study as "the client." Instead, use their name or a pseudonym.
  • Read examples of case studies to gain an idea about the style and format.
  • Remember to use APA format when citing references .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach .  BMC Med Res Methodol . 2011;11:100.

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

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  • Case Study | Definition, Examples & Methods

Case Study | Definition, Examples & Methods

Published on 5 May 2022 by Shona McCombes . Revised on 30 January 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating, and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyse the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

Case study examples
Research question Case study
What are the ecological effects of wolf reintroduction? Case study of wolf reintroduction in Yellowstone National Park in the US
How do populist politicians use narratives about history to gain support? Case studies of Hungarian prime minister Viktor Orbán and US president Donald Trump
How can teachers implement active learning strategies in mixed-level classrooms? Case study of a local school that promotes active learning
What are the main advantages and disadvantages of wind farms for rural communities? Case studies of three rural wind farm development projects in different parts of the country
How are viral marketing strategies changing the relationship between companies and consumers? Case study of the iPhone X marketing campaign
How do experiences of work in the gig economy differ by gender, race, and age? Case studies of Deliveroo and Uber drivers in London

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

  • Provide new or unexpected insights into the subject
  • Challenge or complicate existing assumptions and theories
  • Propose practical courses of action to resolve a problem
  • Open up new directions for future research

Unlike quantitative or experimental research, a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

If you find yourself aiming to simultaneously investigate and solve an issue, consider conducting action research . As its name suggests, action research conducts research and takes action at the same time, and is highly iterative and flexible. 

However, you can also choose a more common or representative case to exemplify a particular category, experience, or phenomenon.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

  • Exemplify a theory by showing how it explains the case under investigation
  • Expand on a theory by uncovering new concepts and ideas that need to be incorporated
  • Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews, observations, and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data .

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis, with separate sections or chapters for the methods , results , and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyse its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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McCombes, S. (2023, January 30). Case Study | Definition, Examples & Methods. Scribbr. Retrieved 9 September 2024, from https://www.scribbr.co.uk/research-methods/case-studies/

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References on Case Study Research

This is a list of references on case study research (positivist, interpretive and critical). After a brief introduction which suggests those works which are essential reading for newcomers to the field, the list is organized into two parts: the first part lists some important citations related to the approach in other disciplines (including the source disciplines), the second lists citations related to the approach in Information Systems. You can use the E dit F ind command in Netscape to look for a specific citation.

Please send additional references and/or short abstracts of items on this page (maximum 50 words) to the Section Editor at: [email protected]

[ Introduction ] [ Citations in Other Disciplines ] [ Citations in Information Systems ]

Introduction

A standard text for anyone wanting to do case study research is the book by Yin (1994) . Two important methodological articles on the case study method in the IS field are those by Benbasat et al. (1987) and Lee (1989) . One of the most cited empirical examples of case study research in Information Systems is the article by Markus (1983) . For interpretive case studies, Walsham's (1993) book is excellent. Two good empirical examples of the interpretive case study method in IS are the articles by Myers (1994) and Walsham and Waema (1994).

Citations in Other Disciplines

Campbell, D. "'Degrees of Freedom' and the Case Study," Comparative Political Studies , Volume 8, Number 2, 1975, pp. 178-193. Dukes, W. "N=1," Psychological Bulletin , Volume 64, 1965, pp. 74-79. Dyer, W.G. Jr. and Wilkins, A.L. "Better Stories, Not Better Constructs, to Generate Better Theory: A Rejoinder to Eisenhardt," Academy of Management Review (16:3), 1991, pp. 613-619. Eisenhardt, K.M. "Building Theories from Case Study Research," Academy of Management Review (14:4), 1989, pp. 532-550. Eisenhardt, K.M. "Better Stories and Better Constructs: The Case for Rigor and Comparative Logic," Academy of Management Review (16:3), 1991, pp. 620-627. Hamel, J. Case study method , Beverly Hills, CA: Sage Publications, 1993. Luthans, F. and Davis, T.R.V. "An Idiographic Approach to Organizational Behavior Research: The Use of Single Case Experimental Designs and Direct Measures," Academy of Management Review (7:3), July 1982, pp. 380-391. McCutcheon, D. and Meredith, J., "Conducting Case Study Research in Operations Management," Journal of Operations Management , Volume 11, 1993, pp. 239-256. Nardulli, P.F. The Courtroom Elite: An Organizational Perspective on Criminal Justice , Ballinger Press, Cambridge, MA, 1978. Ragin, Charles C. and Becker, Howard S., What Is a Case?: Exploring the Foundations of Social Inquiry , Cambridge University Press, Cambridge, 1992. Stake, Robert E. The Art of Case Study Research . Sage Publications, Thousand Oaks, CA, 1995. Whyte, W.F. Street Corner Society: The social structure of an Italian slum , University of Chicago Press, Chicago, 1943. Yin, R., "The Case Study Crisis: Some Answers," Administrative Science Quarterly , Volume 26, 1981, pp. 58-65. Yin, R., "The Case Study as a Serious Research Strategy," Knowledge , Volume 3, pp. 97-114. Yin, R.K. Case Study Research, Design and Methods, 2nd ed. Newbury Park, Sage Publications, 1994.

Citations in Information Systems

Baskerville, R., Pentland, B.T. and Walsham, G. "A Workshop on Two Techniques for Qualitative Analysis: Interviewing and Evaluation," Proceedings of the Fifteenth International Conference on Information Systems , 1994, p. 503-4. Benbasat, I., Goldstein, D.K. and Mead, M. "The Case Research Strategy in Studies of Information Systems," MIS Quarterly (11:3) 1987, pp. 369-386. Boland, R. "The process and product of system design," Management Science (28:9), 1978, pp. 887-898. Boland, R. "Control, causality and information system requirements," Accounting, Organizations and Society (4:4), 1979, pp. 259272. Cavaye, A.L.M. "Case study research: a multi-faceted research approach for IS," Information Systems Journal (6:3) 1996, pp. 227-242. Davies, L., Newman, M. and Kaplan, B. "A Workshop on Two Techniques for Qualitative Analysis: Interviewing and Evaluation," Proceedings of the Fourteenth International Conference on Information Systems , 1993, p. 399. Gable, G. 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A case controlled study of risk factors for metastatic squamous cell carcinoma in organ transplant recipients: single academic medical center

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  • Volume 316 , article number  612 , ( 2024 )

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  • Cynthia F. Griffith   ORCID: orcid.org/0000-0002-0566-8611 1 ,
  • Anthony Solhjoo 1 ,
  • Luke Mahan 2 &
  • Rajiv I. Nijhawan 1  

Solid organ transplant recipients (SOTRs) are at high risk of cutaneous squamous cell carcinoma (cSCC) metastasis. Despite prior studies identifying risk factors, mortality remains high. Understanding additional risk factors may aid in reducing mortality in this population. This study aimed to investigate risk factors and predictive variables for metastatic cSCC in SOTRs. The primary goal was to accurately identify transplant patients at increased risk of metastatic cSCC. A retrospective case–control study in a single institution of 3576 cases of organ transplants were identified from January 1991 to July 2022. A cohort of metastatic cancer patients and two randomly generated age and organ matched control cohorts were identified. 16 SOTR patients developed metastatic cSCC. The majority were male, with high-risk tumor sites. Tumor depth varied and half exhibited perineural invasion. Cylex® (p = 0.05) and white blood cell counts (p = 0.04) were significantly lower in these patients compared to control. Lung transplants were at highest risk relative to other solid organ transplants. Voriconazole exposure was also associated with increased metastatic risk (p = 0.04). Small sample size at a single institution. Close monitoring of SOTR, especially those with lung transplants given their increased risk, reducing immunosuppression, and limiting exposure to voriconazole can improve outcomes in SOTRs with metastatic cSCC.

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Acknowledgements

Thank you to Dr. Ahmed Shalaby for statistical analysis. Research reported in this publication was supported by the National Center for Advancing Translational Sciences of the National Institutes of Health under award Number UL1 TR003163. The content is solely the responsibility of the authors and does not necessarily represent the official views of the NIH (National Institutes of Health). Thank you to Anusha Mithani, PA-C, Yadaris Bonilla, PA-C and Rafael Basa PA-C for data collection.

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C.G., A.S., and L.M. wrote the main manuscript text, prepared figures/tables, and made substantial contributions to the conception of the work, acquisition, analysis, and interpretation of data. R.I.N. revised the manuscript text critically for important intellectual content. All authors reviewed the manuscript. C.G. approved the version to be published.

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Griffith, C.F., Solhjoo, A., Mahan, L. et al. A case controlled study of risk factors for metastatic squamous cell carcinoma in organ transplant recipients: single academic medical center. Arch Dermatol Res 316 , 612 (2024). https://doi.org/10.1007/s00403-024-03284-7

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