apa citation for harvard case study

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

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Last Updated: Jul 16, 2024 Views: 75587

The APA Manual does not include instructions on how to cite a Harvard Business Review case study. When citing case studies in APA style you will want to include the typical citation elements and apply general formatting guidelines. The following are examples of how case studies could be cited in APA style, but be sure to check with your professor about how they would like you to cite case studies in your work.

In-Text Citations

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

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

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

Reference List

General format.

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

Example, one author

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

Example, two authors

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

More Information

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

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

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Home / Guides / Citation Guides / How to Cite Sources / How to Cite a Case Study in APA, MLA, or Chicago

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

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Answered By: Katie Hutchison Last Updated: Oct 26, 2016     Views: 353370

Harvard Business Review - Case Studies

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

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

  APA Format

Harvard Business School Case Study

Citation elements required and general format:

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

One Author:

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

Two Authors:

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

  In-text citation examples – Harvard Business School Case Study

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

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

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

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

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

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

CASES (PRINTED)   

Footnote   

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

Bibliography   

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

CASES (ONLINE)   

On the Web   

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

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

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

Bibliography   

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

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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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Search the FAQ

How do i cite a case study in harvard business review.

Cite case study as you cite a book.

EasyBib: https://www.easybib.com/guides/citation-guides/how-do-i-cite-a/case-study/

University od Alberta: https://guides.library.ualberta.ca/apa-citation-style/case-studies

• Citation Format
• Last Updated Apr 14, 2020
• Answered By UHD Librarian

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Fundamentals of APA

American Psychological Association (APA) style includes  parenthetical in-text citations  and a  reference list . 

APA uses  parenthetical citations  as its form of in-text citation. Provide a parenthetical citation  before the period  directly following the information you are citing. These citations should correspond to a more detailed citation in the reference list but only need to specify a page number if directly quoting or borrowing from the source material. The essential elements for this in-text citation are the author's last name and the date for the specific publications. The last name may be omitted if the sentence states or makes clear the source material.

APA uses a  reference list ,  an alphabetized list of sources following the end of the book or paper,  for its complete list of sources referenced. This list should be titled "References" in bold and alphabetized by the first item in the citation, which, in most cases, is the author's last name. Each reference from this list must be cited in your paper and vice versa.

Basic Format

Author Last Name, Author First Initial. (Year of publication). Title . Publisher Name.

Print Articles

Author Last Name, Author First Initial, & Author Last Name, Author First Initial. (Year). Article Title. Periodical Title , volume number(issue number), pages.

Electronic Articles

Author Last Name, Author First Initial. (Year). Article Title. Periodical Title , volume number(issue number), pages. doi or static url.

Physical Images/Artwork

Artist Last Name, Artist First Initial. (Year). Artwork Title [medium]. Host Institution Name, City, State, Country. URL of institution.

Electronic Images/Artwork

Artist Last Name, Artist First Initial. (Year). Image Title [medium]. Source Title. URL of image.

In-text Citation Examples

Standard case :

"Lorem   ipsum  dolor sit  amet ,  consectetur   adipiscing   elit" (Last name, 2000, p.10).

If the author is not available , the title of the source may be used:

Lorem   ipsum  dolor sit  amet ,  consectetur   adipiscing   elit ("Source title", 2000, pp.10-11).

If multiple authors cited have the same last name , use the author's first initial along with their last name:

"Lorem   ipsum  dolor sit  amet ,  consectetur   adipiscing   elit" (E. Bronte, 1847, p.10).

Lorem   ipsum  dolor sit  amet ,  consectetur   adipiscing   elit (C. Bronte, 1847, p.10).

Full Citation Examples for the Reference List

Archival material :

Child, J. (1974).  Journal, 1974 . [Unpublished journal].  Papers of Julia Child, 1925-1993(MC 644, item 4).  Schlesinger Library on the History of Women in America, Radcliffe Institute,  https://id.lib.harvard.edu/ead/c/ sch00222c00006 /catalog .

Child, P. (1967). Julia Child at the White House [Photograph]. Schlesinger Library on the History of Women in America, Radcliffe Institute, https://id.lib.harvard.edu/images/olvwork539731/urn-3:RAD.SCHL:4510469/catalog.

Beck, S., Bertholle, L., & Child, J. (1961).  Mastering the art of French cooking.  Knopf.

Child, J. & Child, P. (1968).  The French chef cookbook . Alfred A. Knopf .

Journal article :

Muneal, M. (2011).  Studies in Popular Culture , 34(1), 152–154. www.jstor.org/stable/23416357.

Nussbaum, D. (2005). "In Julia Child's Kitchen, October 5 1998".  Gastronomica , 5(3), 29-38. doi: 10.1525/gfc.2005.5.3.29.

• APA Style website The online version of the APA Style Manual, this website offers to help with the technical elements of formatting in APA as well as writing and citing your work.
• Purdue OWL APA Guide The Purdue Online Writing Lab (OWL) is one of the most complete citation guides available online. The APA Guide explains how to format a paper in APA and breaks down citations by type with numerous examples.
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Guidelines for citing sources for written work at HBS. ​

This guide describes citation conventions for HBS students to use when writing research papers.

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Harvard Style Guide: Case studies

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Case studies

• Group or individual assignments
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Back to Academic Integrity guide

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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• Reports (government, technical, research, etc.) are part of Gray Literature , which also includes such things ar press releases, codes of ethics, grants, policy briefs, issue briefs, and so on
• If a report has a number, include it after the title in regular script and in parentheses: (Report No. 123...)
• You may include a description of the type of the gray literature in square brackets, for example [Grant]
• If the publisher is the same as the author, omit the publisher information (as in the Statistics Canada example)
• Always include the DOI if available (print AND online reports); if there is no DOI , include the URL for reports from an open website, but treat a report from a database that has NO DOI like a print report. Generally, do NOT include the database name; for exceptions, see 9.30 of the manual. 
• ABOUT THE DOI: the current preferred format for ALL DOI hyperlinks uses https://doi.org/ as the prefix. Older works may use previous formats (e.g., “http:/dx.doi.org/” or “doi:” or “DOI:” before the DOI number). Standardize all your DOI hyperlinks into the current preferred format in your reference list.

CLICK FOR MORE  REPORT WITH INDIVIDUAL AUTHORS  EXAMPLES AND EXPLANATIONS FROM THE APA STYLE WEBSITE

CLICK FOR MORE  REPORT BY A GOVERNMENT AGENCY  EXAMPLES AND EXPLANATIONS FROM THE APA STYLE WEBSITE

Author last name, A. A. (Date). Title of report: Subtitle (Report # if available). Publisher if different from author.

Author last name, A. A. (year). Title of report: Subtitle (Report # if available). Publisher if different from author. https://doi.org/xxxx OR  https://xxxxx

Coote, D. R., & Gregorich, L. R. (Eds.) (2007). The health of our water: Toward sustainable agriculture in Canada.  (Catalogue no. A15-2020/2000E). Agriculture and Agri-Food Canada.

Coote, D. R., & Gregorich, L. R. (Eds.) (2007). The health of our water: Toward sustainable agriculture in Canada.  (Catalogue no. A15-2020/2000E). Agriculture and Agri-Food Canada.  http://publications.gc.ca/collections/Collection/A15-2020-2000E.pdf

Statistics Canada. (2019, December 2).  Cybercrime in Canada  (Catalogue no. 89-28-0001).  https://www150.statcan.gc.ca/n1/pub/89-28-0001/2018001/article/00015-eng.htm

In text citation:  ... (Coote & Gregorich, 2007) ... (Statistics Canada, 2019) ... 

Note:  if quoting also include a page number or other locator

Other Gray Literature

CLICK ON EACH ITEM FOR EXAMPLE CITATIONS AND EXPLANATIONS FROM THE APA STYLE WEBSITE:  

BROCHURES ,  ETHICS CODE ,  FACT SHEETS ,  ISO STANDARDS ,  PRESS RELEASES ,  WHITE PAPERS

Author last name, A. A. (Date). Title of document: Subtitle  [Type of document]. Publisher if different from author.

Author last name, A. A. (year). Title of document: Subtitle  [Type of document]. Publisher if different from author. https://doi.org/xxxx OR  https://xxxxx

Kwantlen Polytechnic University. (2019).  Statement of financial information pursuant to the Financial Information Act for the year ended March 31, 2019. https://www.kpu.ca/sites/default/files/Finance/FY19%20KPU%20SOFI%20SIGNED.pdf

Tesla. (2019, October 23). Tesla releases third quarter 2019 financial results  [Press release]. https://ir.tesla.com/news-releases/news-release-details/tesla-releases-third-quarter-2019-financial-results

Borealis GeoPower Inc. (2018, April 10).  Canada’s geothermal village – 'Sustainaville' GeoPark  [Grant]. Natural Resources Canada.  https://www.nrcan.gc.ca/science-and-data/funding-partnerships/funding-opportunities/current-investments/canadas-geothermal-village-sustainaville-geopark/20923   

In text citation:  ... (Coote & Gregorich, 2007) ... (Statistics Canada, 2019) ... (Kwantlen Polytechnic University [KPU], 2019) the first time, then ... (KPU, 2019) ... (Tesla, 2019) ... (Borealis GeoPower Inc., 2019)

Case Studies

• ABOUT THE DOI: the current preferred format for ALL DOI hyperlinks uses https://doi.org/ as the prefix. Older works may use previous formats (e.g., “http:/dx.doi.org/” or “doi:” or “DOI:” before the DOI number). Standardize all your DOI hyperlinks into the current preferred format in your reference list
• Examples below are courtesy of  APA Style Guidelines & Examples - NAIT Library

HARVARD BUSINESS SCHOOL CASE STUDY

Author last name, A. A. (Date). Title.  HBS No. xxxxx. https://.....

Smith, S. (2003). Leadership.  HBS No. 7-806-122. https://hbsp.harvard.edu/cases/

IVEY BUSINESS SCHOOL CASE STUDY

Author last name, A. A. (Date). Title.  Ivey ID: xxxxx. https://......

Heisz, M., & Leech, L. (2005). Sarbanes-Oxley Act of 2002: Understanding the requirements and the Canadian response.  Ivey ID: 9B05B009. https://www.iveycases.com/

In text citation:  ... (Smith, 2003) ... (Heisz & Leech, 2005) 

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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
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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 …

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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.

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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.

Formatting the APA reference page

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).

In addition to the APA Citation Generator, Scribbr provides many more tools and resources that help millions of students and academics every month.

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The recommendations in this section are based on the standards set forth by the Publication Manual of the American Psychological Association (7th ed., APA, 2020), which is available through Hollis . While you can check out the print edition, they offer only limited online access. The APA also maintains a Web site ( http://www.apastyle.org/ ) that provides a basic citation tutorial, answers to frequently asked questions, and a blog.

No one expects you to memorize the format for every type of source you will cite in APA style. Instead, you should know where to look for models of each type of source. This section explains the basics of APA-style citations and provides citation examples for some commonly used sources. For more information, you should consult the links below.

• Here is the APA overview of how to format in-text citations .
• APA also offers a checklist for in-text citations .
• For sample APA citations, visit  this section of the APA style website .
• For sample papers written in APA style,  visit this section of the APA style website .
• APA also offers a series of webinars that explain their citation and reference list guidelines .

If you are looking for information on how to generate citations using Zotero or other citation software, you can find links to library resources here .

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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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In academia, bibliographies are graded on their accuracy against the official APA rulebook, so it is important for students to ensure their citations are formatted correctly. Special attention should also be given to ensure the entire document (including main body) is structured according to the APA guidelines. Our complete APA format guide has everything you need know to make sure you get it right (including examples and diagrams).

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MyBib supports the following for APA style:

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

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

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Case Study from a Library Database

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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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APA Citation and University Writing: Examples

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APA Style examples

These examples are references. The examples demonstrate the style and format required for a reference list.

Need help with in-text citation style? Click the tab Citations & Reference List . 

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• Date of retrieval
• Missing Info

The examples on this page should only be used as a guide. The following links are official APA Style resources:

APA Style FAQ [APA Style]

Quick Answers - Reference

APA Tutorial: The Basics of APA Style

https://URL

URL where information was r etrieved  not required for library database citations.

Database where information was  retrieved not required in most instances except for special cases.

A citation for an article from a library database does not require the URL or name of the database.

ONLINE! URL

Do not include the words "Retrieved from" any longer before the URL

URL is important for items found freely available online. APA rules recommend using the homepage URL when an item can be easily located - such as URLs for news websites or online databases such as Hathi Trust and Internet Archive. Here is an example - only the homepage URL is used, not the full webpage URL.

Gallagher, D. (2018, Feb. 3 ) Is Google Losing to Amazon? Wall Street Journal. https://www.wsj.com

Retrieved date is only included in a reference if the information cited is likely to change.

In general, do not include retrieved date within a citation, unless it is required by your instructor, or you are citing a blog, wiki, and a post from a personal website.

Example of information likely to change:

Neurology. (n.d.). In Wikipedia . Retrieved August 8, 2007 from http://en.wikipedia.org/wiki/Neurology

This is only in cases where this is no published date and the information is likely to change.

[Square Brackets] 

[Square Brackets] have several functions in APA Style. Regardless of the function, words within square brackets are your words .

1) [Square brackets] identify source types. APA Style recommends (not requires) providing identifying information when the title and other information in the citation does not identify the source. Add [square brackets] when needed to clarify what the item is. For example, [Case study], [Blog post], [Wiki], [Twitter post], [Facebook post] [Personal website], [PDF document], [Excel document], [Video], [Interview], [Data], [Data set].

Sasal, D. (2017, June 13)  Project Management simplified: Learn the fundamentals of PMI's framework  [Video]. Youtube.      https://youtu.be/ZKOL-rZ79gs

2)  Use square brackets If you’re referencing an unusual item.

APA Style Blog: Using Square Brackets

3) Use square brackets when there is missing information - for example, missing date and title.

APA Style Blog: Missing Pieces: How to Write an APA Style Reference Even Without All the Information

Do you have questions about authors?

• Click here. APA FAQ tab. Need help formatting AUTHOR names? No author, multiple authors, etc... In the AUTHOR box, click the tabs IN-TEXT or REFERENCE to learn how to handle 1-5 authors, and 6+ authors.

Authors for websites are often corporations, organizations or governments. If there is no person as the author consider using a corporate/group name.

Use a corporate/group name when an o rganization, rather than an individual, takes responsibility for the creation of a work. Ask yourself, whose website is it - what company, organization or government agency?

No author? Are you sure? Is it a Group/corporate Author?

APA Style Blog on group authors

If there is no author and no group/corporate author, begin the reference with the TITLE in the author-place. Use a shortened version of the title in when using in-text citations.

How to write an APA Style reference when information is missing

No date? Missing title? Missing source?

APA Style Blog on missing information

• Guidelines for missing information This PDF was created and made available by the APA Style Blog.
• Articles - Print
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Working Papers

Article - print.

I ansiti , M., Lakhani, K. R., McBrien, K., & Moon, M. (2017). Managing our hub economy: Strategy, ethics, and network competition in the age of digital superpower. Harvard Business Review , 95 (5), 84-92.

Online Journal Article

Klein, G., & Aubry, M. (2017). Introducing the issue on megaprojects. Project Management Journal , 48 (6), 3-4. https://www.pmi.org/PMJ

Wang, J., Meric, G., Liu, Z., & Meric, I. (2010). A comparison of the determinants of stock returns in the 1987 and 2008 stock market meltdowns. Banking and Finance Review, 2 (1), 15-26. http://www.bankingandfinancereview.com/

Online Newspaper Article

Gallagher , D. (2018, February 3 ). Is Google losing to Amazon? The Wall Street Journal. https://www.wsj.com

Krauss, C. (2008, August 30). Surge in natural gas has Utah driving cheaply. The New York Times . https://www.nytimes.com

APA Style Blog on citing newspapers

Is this website a newspaper, magazine or journal?

"There’s no governing authority who decides what’s a newspaper versus a website versus an online magazine versus something else entirely. Best to look at how the site refers to itself and follow the convention associated with that. So if they call themselves a newspaper, italicize the name; otherwise, don’t." APA Style Blog

If the site does not refer to itself as a newspaper, magazine or journal cite the source as a webpage - scroll down to Online - Webpage.

Articles from library databases without doi .

Journal Article:

Arruda-Filho, E., Cabusas, J., & Dholakia, N. (2010). Social behavior and brand devotion among iPhone innovators.  International Journal of Information Management,   30 (6), 475-480.

Magazine Article:

Barkin, E. (2010, April). Jetting to greener pastures.  Customer Relationship Management,   14 (4), 30-33,36.

Newspaper Article:

Krauss, C. (2008, August 30). Surge in natural gas has Utah driving cheaply. The New York Times , 157 (54418), A1.  https://www.nytimes.com/

Articles from library databases with doi.

Gonzalez, J., Ragins, B., Ehrhardt, K., & Singh, R. (2018). Friends and family: The role of relationships in community and workplace attachment. Journal of Business & Psychology , 33 (1), 89-104. https://doi.org/ 10.1007/s10869-016-9476-3

Holland, C. P. (1995). Cooperative supply chain management: The impact of interorganizational information systems. The Journal of Strategic Information Systems, 4 (2), 117-133. https://doi.org/10.1016/0963-8687(95)80020-Q

Deming, D., & Dynarski, S. (2008). The lengthening of childhood (National Bureau of Economic Research Working Paper No. 14124). http://www.nber.org/papers/w14124

White papers.

Department for Business Innovation & Skills. (2016).  Success as a knowledge economy: Teaching excellent, social mobility and student choice  [White paper]. Crown.  https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/523396/bis-16-265-success-as-a-knowledge-economy.pdf

APA Style on White Papers

Author, A. A. (year). Title of work (Report No. 123). Publisher.

Author, A. A. (year). Title of work (Report No. 123). http:// www.URL.com

Source: American Psychological Association, 2010, p.206.

• Books in print

Book in print

Brader, t. (2006). campaigning for hearts and minds: how emotional appeals in political ads work . university of chicago press., laudon, k.c. & traver, c.g. (2016). e-commerce: business, technology, society (12 th ed.). pearson., lewis, r., & dart, m. (2010). the new rules of retail: competing in the world's toughest marketplace . palgrave macmillan., miller, t. e., bender, b. e., & schuh, j. h. (2005). promoting reasonable expectations: aligning student and institutional views of the college experience . jossey-bass..

Book with no author, but has an editor or editors:   add (Ed.) or (Eds.)

Duncan , G. J., & Brooks-Gunn, J. (Eds.). (1997). Consequences of growing up poor . Russell Sage Foundation.

Ebooks (APA 7)

Ebook from a library database (ie. Ebook Central ProQuest)

Kerzner, H. (2017). Project management metrics, KPIS, and dashboards: A guide to measuring and monitoring project performance .  https://ebookcentral.proquest.com

Ebook found online:

Barton, Clara. (1904). A story of the Red Cross: Glimpses of field work . D. Appleton and Company. http://www.gutenberg.org/ebooks/30230

Ebook accessed using a specific reader

Gladwell, M. (2011). Outliers: The story of success . Back Bay Books. https://www.amazon.com

Case Studies

Case study published by harvard business school publishing.

Thomas, D.A. (1999). Leaving. HBS No. 400033-PDF-ENG. Harvard Business School Publishing. 

Eisenmann, T., & Herman, K. (2010). Google, Inc. HBS No. 910036-PDF-ENG. Harvard Business School Publishing. 

Case Study published by Ivey Publishing

Bernhut, S. (2013). The Ivey Business Journal Interview: State Capitalism, with Aldo Musacchio . Ivey ID: 9B13TB08. Ivey Publishing. 

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Video tutorial: APA Style for Figures and Tables

Looking for tables > using formatting information in the box Tables.

A figure may be a chart, a graph, a photograph, a drawing, or any other illustration or nontextual depiction. Any type of illustration other than a table is referred to as a figure.

When you use a figure that has been adapted or copied directly from another source, you need to reference that original source. This reference appears as a caption underneath the figure (image):

• don't include a title on top - the caption is your title
• concise explanation of the figure; i.e. a brief but descriptive phrase
• include copyright information
• format your caption - use italics and a capital F for Figure and sequential numbering (if you have more than one Figure)

Legend (if needed) :

A legend explains the symbols used in the figure. It should have the same kind and proportion of lettering that appear in the rest of the figure.

• capitalize major words in the legend
• place the legend within the figure (it may already be there if you have copied the graph from elsewhere)

General rules:

• Number all figures with Arabic numerals in the order in which they are first mentioned in text, regardless of whether a more detailed discussion of the figure occurs later in the paper. For example, Figure 1...Figure 2...etc.
• Refer to the figure in your writing - no italics, but with capital F, for example "In Figure 1..."
• Copyright permission for using figures and images in theses/dissertations/exegeses - obtain written copyright permission from the copyright holder if you reproduced or adapted a figure from a copyrighted source. If you are adapting material from multiple sources, and integrating them into a single figure, you might need to include multiple permission statements, one for each source.
• Figures must have a reference in your Reference List.

Multiple Sources:

See Simon Fraser University's instructions for citing multi-sources.

Created by Auckland University of Technology Library, and adapted with permission.

APA Style on citing Tables & Figures

Figure reproduced in your paper

Use this format for figures you COPY - reproduced exactly as they appear in another source. Use this format when you do not make any modifications or add data to the table.

Caption Format - caption under a figure

Figure 1. FinSec's communication networks. Reprinted from Employment Relations in New Zealand (2nd ed., p.355), by E. Rasmussen, 2009. Pearson. Copyright 2009 by Erling Rasmussen.

In-text citation:

Reference list entry:

Figure referred to and not reproduced in your paper

If you simply refer to a figure, format the in text-citation and the reference list entry in the usual way.

Figure 1. Factors influencing the formation of tourists' needs. Reprinted from "Factors that Obstruct Tourism Development in Bangladesh", by N. Jahan and S. Rahman, 2016, CLEAR International Journal of Research in Commerce & Management, 7 (9) , p.53. Copyright 2016 by Chinniah Lakshmiammal Educational Academy & Research (CLEAR) Foundation.

If you simply refer to a figure and do not include it in your text, format the in text citation and the reference list entry in the usual way.

Caption Format - caption under a figure

Example from ACNielsen Market Information Digest database

Figure 1 . The market location and dollar sales of meat pies in New Zealand. SMAP is the segment of market for the Auckland Province, SMLNI for the Lower North Island, SMSI for the South Island; MAP is the moving annual total. Nielsen Market Information Digest New Zealand database. Copyright 2011 by The Nielsen Company.

Example: from Passport (Euromonitor) database

Figure 2 .  Trade volume of ready to drink high strength premixes sold in New Zealand, measured in 000 litres. Passport database. Copyright 2010 by Euromonitor International.

If you refer to a figure, format the in-text citation and the reference list entry in the usual way:

Caption Format - caption under a figure

Figure 1 . Vermeer, J. (c. 1665). Girl with a pearl earring . From Mauritshuis Royal Picture Gallery, The Hague. http://www.mauritshuis.nl/index.aspx?Chapterid=2295. Reprinted with permission.

Figure 2 . America's Army screen dump showing soldiers and watch tower. From America's Army (Version 3). http://www.americasarmy.com. Copyright 2010 by America’s Army.

If you refer to a figure, format the in-text citation and the reference list entry in the usual way.

• Not every reference to an artwork needs a reference list entry, for example, if you refer to a famous painting, as above, it would not need a reference.

• clicking on or hovering your mouse over the image
• looking at the bottom of the image
• looking at the URL
• if there is no title, create a short descriptive one yourself and put it in square brackets e.g. [...]

Reference List

Examples of references for figures.

Retrieved from a library database

Euromonitor International. (2013). Youth unemployment rate vs. total unemployment rate: 2006-2011 [Graph]. Euromonitor Passport database .

Format: Figure

Author. (year created). Title of work [Type of work], Database name or URL.

No author? Use a corporate/agency/company (as known as group author name), or a screen name. If this is not an option, use the title in place of the author.

• Library Databases
• Multiple sources

Tables: numerical values or text displayed in clearly designated columns and rows

Looking for: graphs, flow charts, maps, drawings, photos, etc. > see box Figures.

Created by Auckland University of Technology Library , and adapted with permission.

Tables usually show numerical value or textual information and are almost always characterized by a row-column structure. Any type of illustration other than a table is a  figure .

General notes on tables:

• Tables are located at the end of your paper, after the reference list and before any appendixes. Each table is on a separate page.
• Tables may use single-spacing or one-and-a-half spacing (p. 229).
• Information necessary for understanding the table and definitions of abbreviations used within the table appear in a table note. ( APA Style Blog )
• All tables must be cited in-text and discussed within the body of your paper, and be included in your reference list.

Basic instructions for formatting tables

Number t ables sequentially (i.e.if you have more than one table in your writing) e.g. Table 1, Table  2 .....

• Each table must be referred to in the text, using a capital T,  for example: ...as shown in Table 1

Title is placed directly a bove the table itself and below the table number.

• Brief but clear and explanatory, in italics and with major words capitalized with no full stop.

Note is placed directly below the table, the word "Note" in italics with a full stop, for example:  Note.

• Explain abbreviations, symbols etc
• Acknowledge the source of the table
• Include a copyright statement at the end of the note. 

     ​  For specific and probability note (section 5.16, p 138).

Ruling (Lines)

• Limit the use of lines to those that are necessary
• Appropriately positioned white space can be an effective substitute.
• Tables  may be submitted either single or double spaced. Consider readability (section 5.17, p 141).

Sales of  Take Home Ice Cream in New Zealand

Note . MAT= moving annual total, From ACNielsen Market Information Digest New Zealand .Copyright 2010 by The Nielsen Company.

Table reproduced in your paper

Use this format for tables you COPY - reproduced exactly as they appear in another source. Use this format when you do not make any modifications or add data to the table.

Note format - note under a table

Note. Reprinted from Employment relations in New Zealand (p 98), by E. Rasmussen, 2009. Pearson. Copyright (2009) by Erling Rasmussen. 

Use the reference style for books - see go to box Books

Table referred to and not reproduced in your paper

If you simply refer to a table, format the in-text citation and the reference list entry in the usual way.

Note format - note under a table

   In-text citation:

Use the reference style for articles - see box Articles .

Table referred to but not reproduced in your paper

Note Format : note below a table

Percentage of Men and Women Who Have Bought Fruit and Vegetable Products in the Last Four Weeks

Note.  wc = weighted count, shown in thousands; v% =vertical percentage, showing which % of the column group also belongs to the row group; h% = horizontal percentage showing which percentage of the row group also belongs to the column group. Roy Morgan Single Source New Zealand database. Copyright 2015 by Roy Morgan New Zealand Ltd. 

Reference  List entry:

Note format - note below a table

Percentage of New Zealand Population Who Have Never Worked by Age Group. By age group June 2016 quarter

Note . Adapted from  http://www.stats.govt.nz/browse_for_stats/income-and-work/employment_and_unemployment/people-never-worked.aspx . Copyright (2016) by Statistics New Zealand. 

Use the reference style for websites - see box Online , tab Websites.

If you refer to a table but don’t provide a copy of it in your assessment, simply give an in-text citation in the usual way

​ Reference list entry:

Table - compiled from a variety of sources

Multi source data

If you create your own table by compiling data from multiple sources, you will still need to cite where you got your information from. You do not need to give the full bibliographic citation in the note, an author and date is sufficient. 

Note format - note under table:

In-text citation: 

Multiple kinds of data

If you have multiple kinds of data (population figures, employment information... etc.) in one table you would describe each set of data)

Note format - note under Table:

 For more information see:

APA Style for figures & tables

Examples of references for tables.

Retrieved from a book

New Strategist. (2008). Women's time use by age, 2007 [Table]. In New Strategist Editors, American women: Who they are and how they live (4th ed.) . New Strategist Publications, Inc.

Retrieved from a online source

US Census Bureau. (2002). Industries in Which California Ranks First in Terms of Sales or Receipts Per Capita [Table]. 2002 Economic Census . http://www.census.gov/econ/census02/data/tops/TOPSTCA.HTM

National Center for Education Statistics. (2007). [Chart showing racial makeup of San Francisco Unified School District students under age 18]. Common Core of Data . http://nces.ed.gov/ccd/districtsearch/

If the table you find does not have a title, then describe the content in [square brackets].

Format: Table

Author. (Publication Date). Title of  table [Table]. In author or editor of work Title of work . Publisher.

Author. (Publication Date). Title of table [Table]. Title of website. URL

Author. (Publication Date). [Title of table] [Table]. Title of website. URL

Interviews, Emails, Personal Communications

• Interview, Email & Personal Communications

Personal interviews that you conduct do not have references. Personal interviews are considered personal communication. Include any relevant and important information about the interview in the body of your paper. APA Style states, "An interview is not considered recoverable data, so no reference to this is provided in the reference list. You may, however, cite the interview within the text as a personal communication." APA Style

Interviews - research participants .  APA Style

An interview you read has a citation and reference. Where did you find the interview? Is it from a magazine article, website, blog, etc.? Use the appropriate APA Style format to create the reference.

Email & Personal Communications

Email & personal communications do not have references at the end of your paper, but you will create a citation within the body of your paper.

Why do personal communications not have references? References are created to direct your reader to the sources of information you used in your paper. With personal communications you cannot direct the reader to the source - to the phone conversation you had, to your email inbox, to the day of the interview - the reader of your paper cannot access these sources.

Include any relevant and important information about the email and personal communication in the body of your paper.

Here is an example for the APA Style :

• Blogs & Wikipedia
• YouTube & Video

Social Media

• Help! More info for web sources...

Website (entire website, not a webpage)

No citation is needed for an entire website. Include the website within the body of a paper.

"In my paper, I mention a website. I refer to the website as a whole, and I am not discussing a specific webpage or an article within a website. Do I need to create an in-text citation and a reference list citation?"

NO . All you need to do is include the URL within the body of your paper, and you do not need to include the website and URL in your reference list at the end of the paper. In APA Style there is no specific formatting recommendations.

Two examples - full websites mentioned within a paper.

1) The Department of Health has just released a new website to help people identify and compare health care programs available in their area. The website is called HealthCare.gov at http://www.healthcare.gov/ This resource is easy to use and the interface is intuitive, but the website will not support members of the population not using the internet.

2) Kidspsych ( http://www.kidspsych.org ) is a wonderful interactive website for children. This resource is appropriate for children ages 3 to 10.

APA Style Blog: Websites & Webpages

Webpage (not an online journal, magazine or newspaper > use article format) (APA 7)

Webpage with author:

Doyle, A. (2017, July 1). Best questions to ask at a job interview: What to ask the employer during a job interview. The balance careers. The Balance. https://www.thebalance.com/questions-to-ask-in-a-job-interview-2061205

Webpage without a person as the author - there are options! (APA 7)

Authors for websites are often corporations, organizations or governments. If there is no person listed as the author consider using a corporate/group name . Use a corporate/group name when an o rganization, rather than an individual, takes responsibility for the creation of a work. Ask yourself, whose website is it - what company, organization or government agency?

Webpage with no person as author. Use a corporate/group author.  (APA 7)

United States government agency

U.S. Food and Drug Administration. (2018, February 14). Traumatic brain injury: FDA actions and research. http://usgov.info/2018/02/14/traumatic-brain-injury-fda-actions-and-research/

U.S. Small Business Association. (n.d.). Build your business plan. https://www.sba.gov/tools/business-plan/1?interiorpage2015

Ben & Jerry's. (n.d.). Our history. https://www.benjerry.com/about-us

Samsung. (2018). Vision 2020. https://www.samsung.com/us/aboutsamsung/vision/vision2020/

Kaiser Permanente. (2013, November). Measuring quality and patient safety. https://healthy.kaiserpermanente.org

Webpage with no author

Effective business plans: Strategies for managers. (2018, March 4). Business Pros. http:// www.businesspros.com

Format:      Title of webpage. (Year, Month Day web page was last updated). Webpage. URL

In-text citation for no author:   ("First Few Words of Title," YEAR).    ("Effective Business Plans," 2018).

If the site refers to itself as a newspaper, magazine or journal cite the source using an article format. Scroll up to Articles - Online.

"There’s no governing authority who decides what’s a newspaper versus a website versus an online magazine versus something else entirely. Best to look at how the site refers to itself and follow the convention associated with that. So if they call themselves a newspaper, italicize the name; otherwise, don’t." 

Blogs, wikis, and posts on personal websites

Stephanie (2018, february 5). what to do if your obamacare 1095-a column b is zero. poorer than you . http://poorerthanyou.com/category/taxes/.

APA Style on citing Blogs

When citing Wikipedia, cite an archived version of a Wikipedia page so that readers can retrieve the version you used.

*Access the archived version on Wikipedia by selecting “View history” and then the time and date of the version you used.

*If a wiki does not provide permanent links to archived versions of the page, include the URL for the entry and a retrieval date.

Business performance management. ( 2018,  January 25 ). In Wikipedia . https://en.wikipedia.org/wiki/Business_performance_ management

Neurology. (n.d.). In Wikipedia . Retrieved December 15, 2017 from http://en.wikipedia.org/wiki/Neurology

APA Style Blog on citing Wikipedia

Entire blog, wiki, or personal website

"In my paper, I mention a blog. I refer to the blog as a whole, and I am not discussing a specific blog post. Do I need to create an in-text citation and a reference list citation?"

No. All you need to do is include the URL within the body of your paper, and you do not need to include the website and URL in your reference list at the end of the paper. In APA Style there is no specific formatting recommendations.

Two examples for mentioning the entire blog, wiki or personal website.  In the body of the paper:

1) At age 22, blogger Stephanee (Stephanie), started her the blog Poorer Than You (http://poorerthanyou.com). The posts are aimed at millennials and provide financial advice on a variety of topics.

2) I have learned a lot by reading the Psych Learning Curve blog (http://psychlearningcurve.org). This blog is an excellent resource for teachers.

Glass, I. (Producer). (2013, September 6). How I got into college [Audio podcast]. In  This American Life . http://www.thisamericanlife.org/radio-archives/episode/504/how-i-got-into-college

Purdue OWL  APA Style: How to Cite a Podcast

LastName, A. A. (Producer). (Year, Month Day {of podcast}). Title of podcast [Audio podcast]. In  Title of Podcast Series . Publisher. URL

Podcast without a series - stand alone

LastName, A. A. (Host). (Year, Month Day {of podcast}). Title of podcast [Audio podcast episode]. Publisher. URL

Gallagher , D. (2018, February 3 ). Is Google losing to Amazon? The Wall Street Journal. https://www.wsj.com

Krauss, C. (2008, August 30). Surge in natural gas has Utah driving cheaply. The New York Times . https://www.nytimes.com

CNN. (2015, February 15). Boston sets new snow record [Video]. https://www.cnn.com/videos/weather/2015/02/15/newday-alesci-ripley-boston-sets-new-snow-record.cnn/video/playlists/top-news-videos/

Online Newspaper format:

Author, A. A. (Year, Month Day). Title of article: Capital letter to start subtitle. Title of Newspaper . https://www.someaddress.com

Online Magazine format:

Author, A. A. (Year, Month Day). Title of article: Capital letter to start subtitle. Title of Magazine, volume number (issue number if available). https://www.someaddress.com

Online News broadcast video:

Producer Name. (Year, Month Day). Video title [Video]. Website host. https://www.someaddress.com

Youtube video

Forbes. (2018, January 19).  Facebook announces algorithm changes; Apple brings money back to U.S. [Video]. Youtube. https://youtube/39gFZawmKfM

Sasal, D. (2017, June 13) Project Management simplified: Learn the fundamentals of PMI's framework [Video]. Youtube. https://youtu.be/ZKOL-rZ79gs

APA Style: How to Create a Reference for a YouTube Video

TikTok  video

Cook, P. [@chemteacherphil]. (2019, November 19). Alkali salts get lit. #chemistry #chemteacherphil #scienceexperiments #foryou #jobforme #trend #featurethis #science #vibecheck [Video]. TikTok. https://vm.tiktok.com/xP1r1m

Washington Post [@washingtonpost]. (2019, December 3). News is all around us #frozen #newsroom #newspaper [Video]. TikTok. https://vm.tiktok.com/x2sKUu

TikTok  Profile

Witherspoon, R. [@officialreesetiktok]. (n.d.). vsco mom [TikTok profile]. TikTok. Retrieved January 12, 2020, from https://vm.tiktok.com/xS3B86

APA 7 TikTok Citation Guide

TED Talk video

If you viewed the video on the TED website:

Palmer, A. (2013, February). Amanda Palmer: The art of asking [Video]. TED. https://www.ted.com/talks/amanda_palmer_the_art_of_asking

If you viewed the video on YouTube, the same TED Talk would be referenced as follows:

TED. (2013, March 1). Amanda Palmer: The art of asking [Video]. Youtube. https://www.youtube.com/watch?v=xMj_P_6H69g

APA Style Blog: How to Cite a TED Talk in APA Style

Film, Video, or DVD

Selick, H. (Director). (1993). The nightmare before Christmas [Film]. Touchstone.

Smithee, A. F. (Director). (2001). Really big disaster movie [ Film ]. Paramount Pictures.

APA Style Film and TV

NY Review of Books. (2013, September 6). The total weight of jellyfish in the Black Sea is 10x greater than that of all fish caught around the world in a year. [Tweet; thumbnail link to article]. Twitter. https://twitter.com/nybooks/status/376055502880665600

Obama, M. (2013, February 28). “ We can give all our children the bright, healthy futures they so richly deserve .” —the First Lady on why healthier food options are good for American businesses   [Image attached] [Status update] .  Facebook. https://www.facebook.com/photo.php? fbid =10152608245040578& set=a.10150238318835578.467644.22092775577&type=1

Gaiman, N. (2012, February 29). Please celebrate Leap Year Day in the traditional manner by taking a writer out for dinner.  [Status update]. Facebook. https://www.facebook.com/neilgaiman/posts/10150574185041016

Reuters Top News [Reuters]. (2016, November 1). Inside David Bowie's art collection [Twitter moment]. Twitter. https://twitter.com/i/moments/793575609028915200

APA Style: How to Cite a Twitter Moment

APA Style: How to Cite Facebook

APA Style: How to Cite Instagram

In APA Style there are no specific formatting rules for citing PDFs.

Why? PDF is just a file format. To cite this type of document, ask yourself: What is this?

You must determine what the nature of the PDF, and then use the corresponding format.

There are two common types of documents that appear as PDFs:

- Articles (magazines, newspapers, journals, newsletters, etc.)

- Reports (government report, company profile, company annual report, etc.)

Need help? Ask us by emailing [email protected]

For Webinar citations in APA 7, Please check out Purdue University APA 7 citation guide on Other Non-Print Sources available here:

https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/reference_list_other_non_print_sources.html

Rules for citing information found on the web:

No author? Start with the title and then the date. A screen-name can be used as the author. An organization/company can be the author.

Date? If a date is not specifically included with the item you are citing, look for the last updated date. No date type (n.d.)

Titles? Keep it simple - do not italicize website titles. This can get confusing:  If a webpage is part of a larger website, do not italicize the title of the page. If the webpage is an independent document on the website, do italicize the title of the page. This is also a judgment call that you will have to make. If you are not sure, do not italicize.

URL? Yes, include it. www.theURL.com

Retrieved on date? In general, do not include the retrieved date for most web sources. If a webpage is likely to change over time, such as a wiki or personal website, include the date that you looked at the page.

Author and website name? If the name of the website is the same as the name of the author, you do not need to include it a second time.

[Square Brackets]?  APA Style recommends providing identifying information - when needed for clarification. If the information in the citation and URL do not clearly identify what it is you are citing, add [square brackets]. For example, [Blog post], [Wiki], [Twitter post], [Facebook post] [Personal website], [PDF document], [Video], [Interview], [Data].

Presentations

Instructors frequently require students to use APA Style within presentations. APA Style does not provide specific guidelines for PowerPoint presentations and visuals. You will be adapting APA Style guidelines. Check with your instructor about the format. You will likely need to have in-text citations on the slides throughout your presentation for images, data, quotes and paraphrased statements, AND a slide at the end for a reference list.

• Statistics & Data Sets
• Dictionary / Definitions

Barr, J. G. (2018). Artificial intelligence . Faulkner Advisory for IT Studies database.  MarketLine . (2013, April 29). NIKE, Inc.: Company profile . 

Annual Report

American Psychological Association. (2013). 2012 annual report of the American  Psychological Association . http://www.apa.org/pubs/info/reports/2012-report.pdf

Unilever. (2015). Annual report and accounts 2015 strategic report.  https://www.unilever.com/Images/annual_report_and_accounts_ar15_tcm244-478426_en.pdf

APA Style on citing annual reports

Microsoft. (2005, September 25). Form 10-Q.  Arrow International, Inc. (2009). 10-K Annual Report 2009 .

Government Report

San Francisco Department of Public Health. (2016). San Francisco community health needs assessment 2016 . https://www.sfdph.org/dph/hc/HCAgen/HCAgen2016/May%2017/2016CHNA-2.pdf

U.S. Department of Education. (2014). Profile of undergraduate students: 2011-12. Web tables (NCES 2015-167). https://nces.ed.gov/ pubs2015/2015167.pdf

National Cancer Institute. (2016). Taking part in cancer treatment research studies  (Publication No. 16-6249). https://www.cancer.gov/publications/patient-education/CRS.pdf

Office of the Inspector General U.S. Department of Justice. (2017, May). Review of the handling of sexual harassment and misconduct allegations by the department’s Civil Division . https://oig.justice.gov/reports/2017/e1703.pdf

APA Style: How to Cite Government Report

U.S. Constitution

APA Style Blog states, "All citations of the U.S. Constitution begin with U.S. Const. , followed by the article, amendment, section, and/or clause numbers as relevant."   APA Style Blog: How to Cite the U.S. Constitution in APA Style

In-text                   (U.S. Const. amend. II)

Reference             U.S. Const. amend. II

Congressional Bill

Equitable Health Care for Severe Mental Illnesses Act of 1993, S. 671, 103d Cong., 1st Sess. (1993).

Federal Statutes

Family and Medical Leave Act of 1993, 29 U.S.C. §§ 2601–2654 (2006).

FORMAT: Name of the Statute, Tile number Source  § Section number(s) (Year).

APA Style: Writing References for Federal Statutes

Statistics & Data Sets

Bureau of Labor Statistics. (2016). Consumer price index - all urban consumers, 1956-2016 [Time series]. http://data.bls.gov

Pew Research Center. (2016). June 10-July 12, 2015 – Gaming, jobs and broadband [Data file and codebook]. http://www.pewresearch.org

World Bank, World Development Indicators. (2016). Firms using banks to finance working capital (% of firms) [Data file]. http://data.worldbank.org/indicator/IC.FRM.BKWC.ZS?view= chart

United States Department of Housing and Urban Development. (2008). Indiana income limits [Data set]. http://www.huduser.org/Datasets/IL/IL08/in_fy2008.pdf

APA Style on citing data sets

U.S. Census

U.S. Census Bureau (2011). Selected housing characteristics, 2007-2011 American community survey 5-year estimates [Data file]. http://factfinder2.census.gov/faces/tableservices/jsf/pages/productview.xhtml?pid=ACS_11_5YR_DP04

U.S. Fish and Wildlife Service. (2009). Cahaba River Natural Refuge. https://www.fws.gov/cahabariver/maps.html

International Monetary Fund. (2017, May 8). IMF lending at a glance. http://www.imf.org/external/np/exr/map/lending/

WOU APA Style on citing maps

Google Maps

Google. (n.d.). [Google Maps directions for driving from Ingolstadt, Germany, to Geneva, Switzerland]. Retrieved August 4, 2015 from https://goo.gl/maps/ILt8O

APA Style on citing online map s

IAC. (n.d.).  Impact investing. In Investopedia . Retrieved May 15, 2016 from  https://www.investopedia.com/terms/i/impact-investing.asp

Merriam Webster (n.d.). R eliability. In Merriam-Webster.com dictionary (11th ed.). Retrieved January 11, 2020 from http://www.merriam-webster.com/dictionary/reliability

Dictionary references in APA 7

BizJournals (via American City Business Journals)

Dittmer, M. (2018, March 16). Busiest Bay Area airlines. San Francisco Business Times .

Britannica Academic & Encyclopaedia Britannica

Library database fisher, w. w. (2018). patent. encyclopaedia britannica ., online britannica, t. editors of encyclopaedia (2019, november 20). prohibition. encyclopedia britannica. https://www.britannica.com/event/prohibition-united-states-history-1920-1933 note: encyclopedia britannica online  has a citation tool., business source complete.

Is it an article?  Use the format: Articles - library database

Is it a report? >> Use the format: Reports

The database Business Source Complete has a citation tool. Click CITE and select APA citation format. Review the citation and edit it.

Diagnostic and Statistical Manual of Mental Disorders (5th ed): DSM–5

American psychiatric association. (2013). diagnostic and statistical manual of mental disorders (5th ed.).      https://doi.org/10.1176/appi.books.9780890425596, (american psychiatric association, 2013), faulkner reports.

Reports from these databases: Faulkner Advisory for IT Studies (FAITS), and Faulkner Security Management Practices.

Barr, J. G. (2019). Artificial intelligence . Faulkner Advisory for IT Studies.

Keston, G. (2019). Network access control . Faulkner Security Management Practices.

Gale Ebooks

Agile software. In Encyclopedia of Emerging Industries (7th ed., pp. 5-10). Gale. https://link.gale.com/apps/doc/CX3664200008/GVRL?u=ggusf_main&sid=GVRL&xid=4c07cc09

Harvard Business Review

Is it an article? >> Use the article format .

Is it a case study? >> Use the case study format .

Mergent Online

Mergent Inc. (n.d.). Apple, Inc.: Business segments .

Mergent Inc. (2014, February 28). McDonald's Corp.: Ford Equity research report .

Apple Inc. (2013, October 30). Form 10-K . 

Microsoft. (2005, September 25). Form 10-Q.  

Morningstar Investment Research Center

Google , Inc. (2011, December 31). Form 10-K .

Morningstar . (n.d.). Google: Key ratios . Retrieved March 13, 2014, from Morningstar Investment Research.

Morningstar . (2014, February 28) Fidelity Blue Chip Growth: Rating and risk .  Morningstar Investment Research.

Reichart, K. R. (2014, March 6). Fidelity Blue Chip Growth: Fund analyst repor t. Morningstar Investment Research database.

Summer, R. (2014, February 25). Google, Inc.: Stock analyst report . Morningstar Investment Research database.

Pew Research Center

Lopez, G., Ruis, N.G. & Patten, E. (2017, September 8) Key facts about Asian Americans, a diverse and growing population. http://www.pewresearch.org/fact-tank/2017/09/08/key-facts-about-asian-americans/

Shearer, E. & Gottfried, J. (2017, September 6). In 2017, two-thirds of U.S. adults get news from social media [Table]. In News Use Across Social Media Platforms 2017. http://www.journalism.org/2017/09/07/news-use-across-social-media-platforms-2017/pi_17-08-23_socialmediaupdate_0-01/

Pew Research Center. (2016). June 10-July 12, 2015 – Gaming, Jobs and Broadband [Data file and code book]. http://www.pewresearch.org

Pew Research Center. (2018, January 2018). They’re waiting longer, but U.S. women today more likely to have children than a decade ago: More than half of never-married women in their early 40s have given birth [Report]. http://www.pewsocialtrends.org/2018/01/18/theyre-waiting-longer-but-u-s-women-today-more-likely-to-have-children-than-a-decade-ago/

S&P Global NetAdvantage

Industry survey.

Snyder, K. (2017, October). Health care equipment and supplies. CFRA Industry Surveys [PDF].

Library database - Statista - citing data and charts

When you are viewing data, look for the citation button. SELECT CITATION. From the drop-down menu, click APA. We recommend you edit the citation. Note, Statista uses many difference SOURCES - the source is in the place of the author.

Atlas Van Lines. (May 27, 2020). Internal factors that influenced employee relocations in the United States in 2020 [Chart]. In Statista - The Statistics Portal . Retrieved April 08, 2021 from https://www.statista.com/statistics/763368/internal-factors-on-employee-relocation-us/

Airnow. (February 17, 2021). Leading iPhone apps in the Apple App Store worldwide in January 2021, by revenue (in million U.S. dollars) [Graph]. In  Statista . Retrieved April 08, 2021, from https://www.statista.com/statistics/271103/top-iphone-apps-worldwide-by-revenue/

Library database - Statista - citing a full report

Collignon , H. & Sultan, N. (2014, November). Winning the business of sports 2014 . Retrieved from Statista database.

Janßen , B., Krützfeldt, W., Ramcke, K., & Staffa, V. (2014, August).  Industry report - Computer and electronic product manufacturing NAICS Code 334 . Retrieved from Statista database.

Statista. (2018). Coffee market in the U.S. [Report]. Retrieved from Statista database.

Online - using Statista's website - citing data and charts

When there is no author name, use the SOURCE name in place of the author. Statista uses many difference SOURCES. Look under the table or figure for the word SOURCE.

ITU. (2011, October). Number of active mobile broadband subscriptions worldwide from 2005 to 2011 (in millions) [Chart].  In Statista . Retrieved from http://www.statista.com/statistics/186337/number-of-mobile-broadband-subscriptions-worldwide-since-2005/

Value Line Publishing. (2010, November 26). Ford Motor. Value Line Investment Survey .

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How to Cite a Case Study

Last Updated: March 6, 2024

This article was co-authored by wikiHow staff writer, Jennifer Mueller, JD . Jennifer Mueller is a wikiHow Content Creator. She specializes in reviewing, fact-checking, and evaluating wikiHow's content to ensure thoroughness and accuracy. Jennifer holds a JD from Indiana University Maurer School of Law in 2006. This article has been viewed 37,701 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

• 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.

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

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

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

• 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.

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

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

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

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

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

• Example: (Lee, 2017).

• 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.

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

• 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.

• Example: (Lee 27).

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• ↑ https://guides.library.ualberta.ca/apa-citation-style/case-studies
• ↑ http://libanswers.snhu.edu/faq/128490
• ↑ http://libanswers.walsh.edu/faq/147917
• ↑ http://maag.guides.ysu.edu/businesscitations/mla

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Harvard Business Journal

• Finding HBR Articles
• Citing HBR Articles

How to Cite a Generic Article

The purpose of any citation is so that the reader can find the sources you used. In the reference list or bibliography section of your paper, the general format for citing an article is this:

• Author, A. A., Author, B. B., & Author, C. C. (Year). Title of article. Title of Journal, volume number (issue number), pages. http://dx.doi.org/xx.xxx/yyyyy

Include the author(s), publication date, article title, journal title, volume and issue numbers (if applicable), and page numbers. If available, include the DOI (Digital Object Identifier) or permanent link to the article.

How to Cite an Harvard Business Review Article

• Meyer, E., (2014). Navigating the Cultural Minefield. Harvard Business Review , 92 (5), 119-123.
• Meyer, E., (2014). Navigating the Cultural Minefield. Harvard Business Review , 92 (5), 119-123. Retrieved from Business Source Complete database.
• Meyer, E., (2014). Navigating the Cultural Minefield. Harvard Business Review , 92 (5), 119-123. Retrieved from https://search.ebscohost.com/login.aspx?direct=true&AuthType=shib&db=bth&AN=95639036&site=bsi-live&custid=s5308004

APA Style strongly encourages authors to cite the article's DOI, if available. Harvard Business Review articles generally do not have an assigned DOI. In this situation, it is okay to include "Retrieved from [database]" or "Retrieved from [permalink]." It is also okay omit the link altogether.

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If you are having trouble locating a specific resource please visit the  search page  or the  Site Map . The Citation Chart  provides a detailed overview of MLA Style, APA Style, and Chicago Manual of Style source documentation by category.

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These resources describe how to structure papers, cite sources, format references, and handle the complexities of tables and figures according to the latest Institute of Electrical and Electronics Engineers (IEEE) guidelines.

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These resources provide guidance on how to cite sources using American Medical Association (AMA) Style, 10th Ed., including examples for print and electronic sources.

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We live in an age overflowing with sources of information. With so many information sources at our fingertips, knowing where to start, sorting through it all and finding what we want can be overwhelming! This handout provides answers to the following research-related questions: Where do I begin? Where should I look for information? What types of sources are available?

Conducting Primary Research

Primary research involves collecting data about a given subject directly from the real world. This section includes information on what primary research is, how to get started, ethics involved with primary research and different types of research you can do. It includes details about interviews, surveys, observations, and analysis.

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Evaluating sources of information is an important step in any research activity. This section provides information on evaluating bibliographic citations, aspects of evaluation, reading evaluation, print vs. online sources, and evaluating Internet sources.

Searching Online

This section covers finding information online. It includes information about search engines, Boolean operators, Web directories, and the invisible Web. It also includes an extensive, annotated links section.

Internet References

This page contains links and short descriptions of writing resources including dictionaries, style manuals, grammar handbooks, and editing resources. It also contains a list of online reference sites, indexes for writers, online libraries, books and e-texts, as well as links to newspapers, news services, journals, and online magazines.

Archival Research

This resource discusses conducting research in a variety of archives. It also discusses a number of considerations and best practices for conducting archival research.

This resources was developed in consultation with Purdue University Virginia Kelly Karnes Archives and Special Collections staff.

Neurodivergent children face higher risk of chronic disabling fatigue by 18, study finds

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A recent study published in BMJ Open reports that neurodivergent traits in childhood increase the risk of chronic disabling fatigue (CDF) at 18 years.

What is CDF?

CDF can accompany various medical conditions, such as myalgic encephalomyelitis (ME/CFS) or long coronavirus disease 2019 (COVID-19). To date, it remains unclear what risk factors may cause certain patients to be more susceptible to the development of chronic fatigue than others.

Current estimates indicate that neurodivergent conditions like autism and attention deficit hyperactivity disorder (ADHD) are present in up to 15% of the population. Neurodivergence is associated with an increased risk of both physical and mental health conditions, some of which include chronic pain , connective tissue disorders, gastrointestinal disorders, anxiety, and depression.

An overlap in symptoms has also been observed between CDF and autism or ADHD. Despite the shared risk of chronic fatigue in both autistic children and adults, most studies examining this association have only been conducted on adults.

Various inflammatory and immunological processes have been implicated in chronic fatigue, including mitochondrial, T-cell , B-cell, and natural killer cell (NK) cell dysfunction. Increased levels of pro-inflammatory interleukin 6 (IL-6) have also been observed in fatigue syndromes present in the general population.

Mast cell activation syndrome (MCAS) arises due to internal or external stimuli that lead to the overactivation of mast cell mediators. MCAS and chronic fatigue, both common in neurodivergent patients, share numerous symptoms and mechanisms, suggesting that inflammation may play a role in the chronic fatigue experienced by neurodivergent individuals.  

About the study

Data for the current study were obtained from the Avon Longitudinal Study of Parents and Children (ALSPAC), which initially obtained data on 14,541 live births in southwest England between April 1991 and December 1992. Two assessments were subsequently conducted when the children were seven and nine years of age, comprising 8,115 and 8,036 children, respectively. At the age of 18, a final evaluation was conducted using self-reported measures.

The researchers aimed to clarify whether an increased risk of CDF was observed at 18 years in children who tested positive for autism or ADHD at either childhood time point. IL-6 levels were also measured in blood samples obtained at the nine-year visit.

What did the study show?

Children with autistic or ADHD traits at seven or nine years of age, respectively, were at a two-fold increased risk of CDF by 18 years of age. Likewise, higher IL-6 levels at nine years of age were associated with a 1.5 times greater risk of experiencing CDF at the age of 18. These results remained significant when controlling for depression.

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Mediation analyses showed the indirect impact of higher IL-6 levels in children with both autism and ADHD traits. Among those with these neurodivergent traits, each unit increase in IL-6 levels was associated with an 8% and 6% increased risk of CDF at 18 years of age, respectively.

The higher levels of inflammation could be due to the increased prevalence of gastrointestinal and dental issues observed in neurodivergent individuals. Higher levels of biopsychosocial stress present in neurodivergent children may also lead to increased inflammation and the subsequent experience of CDF. It is also possible that the blood draw itself induced stress to the study participants, particularly those with neurodivergent traits, thereby leading to higher IL-6 levels.

Conclusions

Our results indicate higher risk of chronic disabling fatigue for children with neurodivergent traits, likely linked to higher levels of inflammation .”

The current study provides important insights into the overlap between chronic fatigue, ADHD, and/or autism while also providing evidence on the role of inflammation in mediating the relationship between childhood neurodivergent traits and CDF. Nevertheless, additional research is needed to further examine the different mechanisms, aside from inflammation, that may mediate the relationship between chronic fatigue and neurodivergence.

Neurodivergent children are more vulnerable to physical and mental health conditions, necessitating frequent healthcare visits to monitor their health status. Clinicians are also advised to utilize a holistic approach for treating neurodivergent individuals that considers the brain-body relationship to ultimately improve their quality of life.   

• Quadt, L., Csecs, J., Bond, R., et al. (2024). Childhood neurodivergent traits, inflammation and chronic disabling fatigue in adolescence: a longitudinal case–control study. BMJ Open . doi:10.1136/bmjopen-2024-084203 .

Posted in: Child Health News | Medical Science News | Medical Research News | Medical Condition News

Tags: Anxiety , Autism , Blood , Brain , Cell , Children , Chronic , Chronic Pain , Coronavirus , covid-19 , Depression , Encephalomyelitis , Fatigue , Healthcare , Hyperactivity , Inflammation , Interleukin , Mast Cell , Mental Health , Myalgic Encephalomyelitis , Pain , Research , Stress , Syndrome , T-Cell

Dr. Liji Thomas

Dr. Liji Thomas is an OB-GYN, who graduated from the Government Medical College, University of Calicut, Kerala, in 2001. Liji practiced as a full-time consultant in obstetrics/gynecology in a private hospital for a few years following her graduation. She has counseled hundreds of patients facing issues from pregnancy-related problems and infertility, and has been in charge of over 2,000 deliveries, striving always to achieve a normal delivery rather than operative.

Please use one of the following formats to cite this article in your essay, paper or report:

Thomas, Liji. (2024, July 31). Neurodivergent children face higher risk of chronic disabling fatigue by 18, study finds. News-Medical. Retrieved on July 31, 2024 from https://www.news-medical.net/news/20240731/Neurodivergent-children-face-higher-risk-of-chronic-disabling-fatigue-by-18-study-finds.aspx.

Thomas, Liji. "Neurodivergent children face higher risk of chronic disabling fatigue by 18, study finds". News-Medical . 31 July 2024. <https://www.news-medical.net/news/20240731/Neurodivergent-children-face-higher-risk-of-chronic-disabling-fatigue-by-18-study-finds.aspx>.

Thomas, Liji. "Neurodivergent children face higher risk of chronic disabling fatigue by 18, study finds". News-Medical. https://www.news-medical.net/news/20240731/Neurodivergent-children-face-higher-risk-of-chronic-disabling-fatigue-by-18-study-finds.aspx. (accessed July 31, 2024).

Thomas, Liji. 2024. Neurodivergent children face higher risk of chronic disabling fatigue by 18, study finds . News-Medical, viewed 31 July 2024, https://www.news-medical.net/news/20240731/Neurodivergent-children-face-higher-risk-of-chronic-disabling-fatigue-by-18-study-finds.aspx.

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Fair Machine Learning for Healthcare Requires Recognizing the Intersectionality of Sociodemographic Factors, a Case Study

• Valentine, Alissa A.
• Charney, Alexander W.
• Landi, Isotta

As interest in implementing artificial intelligence (AI) in medical systems grows, discussion continues on how to evaluate the fairness of these systems, or the disparities they may perpetuate. Socioeconomic status (SES) is commonly included in machine learning models to control for health inequities, with the underlying assumption that increased SES is associated with better health. In this work, we considered a large cohort of patients from the Mount Sinai Health System in New York City to investigate the effect of patient SES, race, and sex on schizophrenia (SCZ) diagnosis rates via a logistic regression model. Within an intersectional framework, patient SES, race, and sex were found to have significant interactions. Our findings showed that increased SES is associated with a higher probability of obtaining a SCZ diagnosis in Black Americans ($\beta=4.1\times10^{-8}$, $SE=4.5\times10^{-9}$, $p < 0.001$). Whereas high SES acts as a protective factor for SCZ diagnosis in White Americans ($\beta=-4.1\times10^{-8}$, $SE=6.7\times10^{-9}$, $p < 0.001$). Further investigation is needed to reliably explain and quantify health disparities. Nevertheless, we advocate that building fair AI tools for the health care space requires recognizing the intersectionality of sociodemographic factors.

• Computer Science - Computers and Society;
• Computer Science - Machine Learning