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

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

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

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

In-text Citation:

(Author Last Name(s) page #)

(Hill et al. 8)

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

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

(Author Last Name, Publication Year)

(Hill et al., 2008)

Notes-bibliography style

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

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

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

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

Author-date style

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

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

In-text citation: 

(Author Last Name Publication Date)

(Holl, Khanna, and Stecker 2008)

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

how to cite a case study in apa

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

Table of Contents

What is APA?

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

Why is it important to cite a case study?

how to cite a case study in apa

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

How to cite a case study in APA format

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

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

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

Step 2: Include the year of publication in parentheses.

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

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

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

Step 4: Add the name of the publisher.

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

Step 5: Include the DOI or URL.

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

Here’s what the final citation should look like:

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

What to do if there is no DOI or URL

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

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

Tips for citing a case study in APA format

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

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

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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 37,364 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

what is citation in case study

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

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

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

Step 3 Add publication information for the case study.

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

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

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

Step 5 Alter the punctuation for footnotes.

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

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

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

Step 2 Include the year of publication in parentheses.

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

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

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

Step 4 List the case number of the case study.

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

Step 5 Close your citation with publication information.

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

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

  • Example: (Lee, 2017).

Step 1 Provide the author's name first.

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

Step 2 Include the title and the phrase

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

Step 3 List publication information for the case study.

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

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

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

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

  • Example: (Lee 27).

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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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Answer Last Updated: Aug 23, 2023     Views: 18092

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

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

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

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Referencing Case Studies

IN-TEXT CITATION

Spar and Burns (2000) ...

.... (Spar & Burns, 2000)

"....." (Spar & Burns, 2000:8)

FORMAT OF A REFERENCE TO A CASE STUDY

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

Note that the title is not italicised.

EXAMPLE OF A REFERENCE TO A PRINTED CASE STUDY

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

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

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

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South African Bureau of Standards (2013) ...

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

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

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 EXAMPLE OF A REFERENCE TO A PRINT STANDARD

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

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

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

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

How to Approach Writing a Case Study Research Paper

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

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

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

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

Structure and Writing Style

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

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

I.  Introduction

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

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

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

II.  Literature Review

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

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

III.  Method

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

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

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

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

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

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

IV.  Discussion

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

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

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

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

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

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

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

V.  Conclusion

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

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

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

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

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

Problems to Avoid

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

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

Failure to Extrapolate All Possible Implications Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings. If you do not, your reader may question the validity of your analysis, particularly if you failed to document an obvious outcome from your case study research. For example, in the case of studying the accident at the railroad crossing to evaluate where and what types of warning signals should be located, you failed to take into consideration speed limit signage as well as warning signals. When designing your case study, be sure you have thoroughly addressed all aspects of the problem and do not leave gaps in your analysis that leave the reader questioning the results.

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

Writing Tip

At Least Five Misconceptions about Case Study Research

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

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

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

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

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All You Need To Know About APA Case Study (Top Guide)

apa case study

Citing a case study in APA is no mean feat for any student, whether in college or university. Most students would opt to have this task completed by expert writers instead of themselves. However, you can know how to cite a case study in APA and write an A+ paper painstakingly.

Well, all the answers you need for this are a few scrolls away. Follow me as we explore how to write a case study in APA like a pro!

Table of Contents

  • 1. What Is the APA Citation Case Study?
  • 2. Case Study Outline: Structure and Writing Tips
  • 3. How To Cite a Case Study in APA: Outline
  • 4. General APA Case Study Citation Template
  • 5. Case Study Title Page For APA 6 and APA 7
  • 5.1. APA 6 Case Study Title Page
  • 5.2. APA 7 Case Study Title Page
  • 6. APA Case Study Citations
  • 7. APA Case Study References

What Is the APA Citation Case Study?

APA is an acronym for the American Psychological Association. It is an in-text and reference list citation format used for case studies, theoretical methodologies, literature reviews, empirical studies, and methodological articles. Its use is most prominent in the science fields.

An APA case study allows readers to understand the types of sources used in a project and their components. The information in the post follows the 7th edition of the Publication Manual of the American Psychological Association.

It outlines how to properly organize and structure a research paper, explain the grammar guidelines, and cite sources correctly. You will also get the differences between the 6th and 7th editions at the end of this guide.

Case Study Outline: Structure and Writing Tips

A case study is a kind of report, where sections within the essay’s body deal with specific aspects of the case. For instance, your instructor may ask you to focus on particular questions about the issue and organize your writing around those questions.

There are different kinds of case studies, including:

  • Historical,
  • Problem-oriented,
  • Cumulative,
  • Critical and
  • Illustrative case studies

The type of case study will depend on the topic of discussion. A case structure mainly comprises of the following parts, though this may vary depending on different institutions:

  • Cover page: It comprises of the necessary details of the student and class information. These include all authors’ names, institutional affiliation, course number and title, instructor’s name, and due date.
  • Table of contents provides an outline of where critical parts of the report can be found and direct the reader accordingly.
  • Executive summary: It explains what you will examine in the case study. You will also give an overview of the field you’re researching.
  • Introduction: It identifies the focal problem being faced together with background information and the most relevant facts. Any previous studies of the issue come here.
  • Case Evaluation: It includes the study’s purpose and the specific questions you are trying to answer. You also have an explanation of why something is working or is not working.
  • Proposed solutions: You will give the decision criteria and possible alternatives for solving the problem at hand. They should be realistic ways to decipher what isn’t working or how to improve their current condition.
  • Recommendations: Highlight the strategies that you can use to better the situation with explanations on their appropriateness.
  • Implementation: It has details on how to execute the recommendations and ensure their success.
  • References: Provide citations of sources used in the case study project at any point.

Nonetheless, remember to refer to your assignment instructions to find out what you have to do in the writing process.

How To Cite a Case Study in APA: Outline

The standard in-text citation and reference list formats for a case study require that you have an in-depth understanding of the APA citation style. The APA case study format follows a list of stringent rules which you must abide by to have an A+ paper.

Before embarking on the citation process, ensure that you have the following elements in place:

  • The author’s name
  • Date of publication
  • The title of the case study
  • Number of case study

Once the details above are intact, it is now time to curate them into the order recommended for APA citation style. You can request one of our professionally tailored APA format case study example to understand this concept better.

Also, feel free to take any APA style case study paper example below for your motivation:

General APA Case Study Citation Template

  • General Style

Author(s). (Year). Title of the case study. The number of the case study. URL. For example, Warbeck, D. (2010). Integrated Management. HBS No. 7-806-122. https://hbsp.oxford.edu/cases/

  • Textbook Case Study Format APA

Author(s) or editor(s) of the chapter or case study (Year of the book publication). Title of chapter or case study.

For Example, Jameson, B. (2003). The Role of Online Writing. In J. Ness, Cases in College Students (pp.15-18). HMD Publishing.

  • Footnote Structure:

Content Footnote:

1 Student rely on online sites for completing their assignments.

Copyright Attribution:

1 Adapted from “Content Management in the US,” by H. B. Gibbering, 08 June 2005, Harvard Business Review, 3(12), p. 34 ( https://hbr.org/case/hbs_22345 ).

  • In-Text Appearance:

First footnote: Branding remains a crucial aspect of digital marketing. 1

Case Study Title Page For APA 6 and APA 7

Here are the differences between the two formats as presented in the screens below. Note, that the title page for APA 7 case study doesn’t require any running head, and the paper title is bold.

APA 6 Case Study Title Page

APA6

APA 7 Case Study Title Page

APA7

APA Case Study Citations

Apa case study references.

And that is how to reference a case study in APA 6th and 7th edition. Perhaps a sample from one of our professional writing experts can help you. With our online writing help , you can request for an APA style case study paper example and use it as a motivation to get started.

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  • Knowledge Base
  • Methodology
  • Case Study | Definition, Examples & Methods

Case Study | Definition, Examples & Methods

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

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

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

Table of contents

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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  • Knowledge Base
  • Citing sources

Citation Styles Guide | Examples for All Major Styles

Published on June 24, 2022 by Jack Caulfield . Revised on November 7, 2022.

A citation style is a set of guidelines on how to cite sources in your academic writing . You always need a citation whenever you quote , paraphrase , or summarize a source to avoid plagiarism . How you present these citations depends on the style you follow. Scribbr’s citation generator can help!

Different styles are set by different universities, academic associations, and publishers, often published in an official handbook with in-depth instructions and examples.

There are many different citation styles, but they typically use one of three basic approaches: parenthetical citations , numerical citations, or note citations.

Parenthetical citations

  • Chicago (Turabian) author-date

CSE name-year

Numerical citations

CSE citation-name or citation-sequence

Note citations

  • Chicago (Turabian) notes and bibliography

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Table of contents

Types of citation: parenthetical, note, numerical, which citation style should i use, parenthetical citation styles, numerical citation styles, note citation styles, frequently asked questions about citation styles.

The clearest identifying characteristic of any citation style is how the citations in the text are presented. There are three main approaches:

  • Parenthetical citations: You include identifying details of the source in parentheses in the text—usually the author’s last name and the publication date, plus a page number if relevant ( author-date ). Sometimes the publication date is omitted ( author-page ).
  • Numerical citations: You include a number in brackets or in superscript, which corresponds to an entry in your numbered reference list.
  • Note citations: You include a full citation in a footnote or endnote, which is indicated in the text with a superscript number or symbol.

Citation styles also differ in terms of how you format the reference list or bibliography entries themselves (e.g., capitalization, order of information, use of italics). And many style guides also provide guidance on more general issues like text formatting, punctuation, and numbers.

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In most cases, your university, department, or instructor will tell you which citation style you need to follow in your writing. If you’re not sure, it’s best to consult your institution’s guidelines or ask someone. If you’re submitting to a journal, they will usually require a specific style.

Sometimes, the choice of citation style may be left up to you. In those cases, you can base your decision on which citation styles are commonly used in your field. Try reading other articles from your discipline to see how they cite their sources, or consult the table below.

The American Anthropological Association (AAA) recommends citing your sources using Chicago author-date style . AAA style doesn’t have its own separate rules. This style is used in the field of anthropology.

APA Style is defined by the 7th edition of the Publication Manual of the American Psychological Association . It was designed for use in psychology, but today it’s widely used across various disciplines, especially in the social sciences.

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The citation style of the American Political Science Association (APSA) is used mainly in the field of political science.

The citation style of the American Sociological Association (ASA) is used primarily in the discipline of sociology.

Chicago author-date

Chicago author-date style is one of the two citation styles presented in the Chicago Manual of Style (17th edition). It’s used mainly in the sciences and social sciences.

The citation style of the Council of Science Editors (CSE) is used in various scientific disciplines. It includes multiple options for citing your sources, including the name-year system.

Harvard style is often used in the field of economics. It is also very widely used across disciplines in UK universities. There are various versions of Harvard style defined by different universities—it’s not a style with one definitive style guide.

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MLA style is the official style of the Modern Language Association, defined in the MLA Handbook (9th edition). It’s widely used across various humanities disciplines. Unlike most parenthetical citation styles, it’s author-page rather than author-date.

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The American Chemical Society (ACS) provides guidelines for a citation style using numbers in superscript or italics in the text, corresponding to entries in a numbered reference list at the end. It is used in chemistry.

The American Medical Association ( AMA ) provides guidelines for a numerical citation style using superscript numbers in the text, which correspond to entries in a numbered reference list. It is used in the field of medicine.

CSE style includes multiple options for citing your sources, including the citation-name and citation-sequence systems. Your references are listed alphabetically in the citation-name system; in the citation-sequence system, they appear in the order in which you cited them.

The Institute of Electrical and Electronics Engineers ( IEEE ) provides guidelines for citing your sources with IEEE in-text citations that consist of numbers enclosed in brackets, corresponding to entries in a numbered reference list. This style is used in various engineering and IT disciplines.

The National Library of Medicine (NLM) citation style is defined in Citing Medicine: The NLM Style Guide for Authors, Editors, and Publishers (2nd edition).

Vancouver style is also used in various medical disciplines. As with Harvard style, a lot of institutions and publications have their own versions of Vancouver—it doesn’t have one fixed style guide.

The Bluebook: A Uniform System of Citation is the main style guide for legal citations in the US. It’s widely used in law, and also when legal materials need to be cited in other disciplines.

Chicago notes and bibliography

Chicago notes and bibliography is one of the two citation styles presented in the Chicago Manual of Style (17th edition). It’s used mainly in the humanities.

The Oxford University Standard for the Citation of Legal Authorities ( OSCOLA ) is the main legal citation style in the UK (similar to Bluebook for the US).

There are many different citation styles used across different academic disciplines, but they fall into three basic approaches to citation:

  • Parenthetical citations : Including identifying details of the source in parentheses —usually the author’s last name and the publication date, plus a page number if available ( author-date ). The publication date is occasionally omitted ( author-page ).
  • Numerical citations: Including a number in brackets or superscript, corresponding to an entry in your numbered reference list.
  • Note citations: Including a full citation in a footnote or endnote , which is indicated in the text with a superscript number or symbol.

Check if your university or course guidelines specify which citation style to use. If the choice is left up to you, consider which style is most commonly used in your field.

  • APA Style is the most popular citation style, widely used in the social and behavioral sciences.
  • MLA style is the second most popular, used mainly in the humanities.
  • Chicago notes and bibliography style is also popular in the humanities, especially history.
  • Chicago author-date style tends to be used in the sciences.

Other more specialized styles exist for certain fields, such as Bluebook and OSCOLA for law.

The most important thing is to choose one style and use it consistently throughout your text.

A scientific citation style is a system of source citation that is used in scientific disciplines. Some commonly used scientific citation styles are:

  • Chicago author-date , CSE , and Harvard , used across various sciences
  • ACS , used in chemistry
  • AMA , NLM , and Vancouver , used in medicine and related disciplines
  • AAA , APA , and ASA , commonly used in the social sciences

APA format is widely used by professionals, researchers, and students in the social and behavioral sciences, including fields like education, psychology, and business.

Be sure to check the guidelines of your university or the journal you want to be published in to double-check which style you should be using.

MLA Style  is the second most used citation style (after APA ). It is mainly used by students and researchers in humanities fields such as literature, languages, and philosophy.

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Home » Case Study – Methods, Examples and Guide

Case Study – Methods, Examples and Guide

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Case Study Research

A case study is a research method that involves an in-depth examination and analysis of a particular phenomenon or case, such as an individual, organization, community, event, or situation.

It is a qualitative research approach that aims to provide a detailed and comprehensive understanding of the case being studied. Case studies typically involve multiple sources of data, including interviews, observations, documents, and artifacts, which are analyzed using various techniques, such as content analysis, thematic analysis, and grounded theory. The findings of a case study are often used to develop theories, inform policy or practice, or generate new research questions.

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

A single-case study is an in-depth analysis of a single case. This type of case study is useful when the researcher wants to understand a specific phenomenon in detail.

For Example , A researcher might conduct a single-case study on a particular individual to understand their experiences with a particular health condition or a specific organization to explore their management practices. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a single-case study are often used to generate new research questions, develop theories, or inform policy or practice.

Multiple-Case Study

A multiple-case study involves the analysis of several cases that are similar in nature. This type of case study is useful when the researcher wants to identify similarities and differences between the cases.

For Example, a researcher might conduct a multiple-case study on several companies to explore the factors that contribute to their success or failure. The researcher collects data from each case, compares and contrasts the findings, and uses various techniques to analyze the data, such as comparative analysis or pattern-matching. The findings of a multiple-case study can be used to develop theories, inform policy or practice, or generate new research questions.

Exploratory Case Study

An exploratory case study is used to explore a new or understudied phenomenon. This type of case study is useful when the researcher wants to generate hypotheses or theories about the phenomenon.

For Example, a researcher might conduct an exploratory case study on a new technology to understand its potential impact on society. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as grounded theory or content analysis. The findings of an exploratory case study can be used to generate new research questions, develop theories, or inform policy or practice.

Descriptive Case Study

A descriptive case study is used to describe a particular phenomenon in detail. This type of case study is useful when the researcher wants to provide a comprehensive account of the phenomenon.

For Example, a researcher might conduct a descriptive case study on a particular community to understand its social and economic characteristics. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a descriptive case study can be used to inform policy or practice or generate new research questions.

Instrumental Case Study

An instrumental case study is used to understand a particular phenomenon that is instrumental in achieving a particular goal. This type of case study is useful when the researcher wants to understand the role of the phenomenon in achieving the goal.

For Example, a researcher might conduct an instrumental case study on a particular policy to understand its impact on achieving a particular goal, such as reducing poverty. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of an instrumental case study can be used to inform policy or practice or generate new research questions.

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

Interviews involve asking questions to individuals who have knowledge or experience relevant to the case study. Interviews can be structured (where the same questions are asked to all participants) or unstructured (where the interviewer follows up on the responses with further questions). Interviews can be conducted in person, over the phone, or through video conferencing.

Observations

Observations involve watching and recording the behavior and activities of individuals or groups relevant to the case study. Observations can be participant (where the researcher actively participates in the activities) or non-participant (where the researcher observes from a distance). Observations can be recorded using notes, audio or video recordings, or photographs.

Documents can be used as a source of information for case studies. Documents can include reports, memos, emails, letters, and other written materials related to the case study. Documents can be collected from the case study participants or from public sources.

Surveys involve asking a set of questions to a sample of individuals relevant to the case study. Surveys can be administered in person, over the phone, through mail or email, or online. Surveys can be used to gather information on attitudes, opinions, or behaviors related to the case study.

Artifacts are physical objects relevant to the case study. Artifacts can include tools, equipment, products, or other objects that provide insights into the case study phenomenon.

How to conduct Case Study Research

Conducting a case study research involves several steps that need to be followed to ensure the quality and rigor of the study. Here are the steps to conduct case study research:

  • Define the research questions: The first step in conducting a case study research is to define the research questions. The research questions should be specific, measurable, and relevant to the case study phenomenon under investigation.
  • Select the case: The next step is to select the case or cases to be studied. The case should be relevant to the research questions and should provide rich and diverse data that can be used to answer the research questions.
  • Collect data: Data can be collected using various methods, such as interviews, observations, documents, surveys, and artifacts. The data collection method should be selected based on the research questions and the nature of the case study phenomenon.
  • Analyze the data: The data collected from the case study should be analyzed using various techniques, such as content analysis, thematic analysis, or grounded theory. The analysis should be guided by the research questions and should aim to provide insights and conclusions relevant to the research questions.
  • Draw conclusions: The conclusions drawn from the case study should be based on the data analysis and should be relevant to the research questions. The conclusions should be supported by evidence and should be clearly stated.
  • Validate the findings: The findings of the case study should be validated by reviewing the data and the analysis with participants or other experts in the field. This helps to ensure the validity and reliability of the findings.
  • Write the report: The final step is to write the report of the case study research. The report should provide a clear description of the case study phenomenon, the research questions, the data collection methods, the data analysis, the findings, and the conclusions. The report should be written in a clear and concise manner and should follow the guidelines for academic writing.

Examples of Case Study

Here are some examples of case study research:

  • The Hawthorne Studies : Conducted between 1924 and 1932, the Hawthorne Studies were a series of case studies conducted by Elton Mayo and his colleagues to examine the impact of work environment on employee productivity. The studies were conducted at the Hawthorne Works plant of the Western Electric Company in Chicago and included interviews, observations, and experiments.
  • The Stanford Prison Experiment: Conducted in 1971, the Stanford Prison Experiment was a case study conducted by Philip Zimbardo to examine the psychological effects of power and authority. The study involved simulating a prison environment and assigning participants to the role of guards or prisoners. The study was controversial due to the ethical issues it raised.
  • The Challenger Disaster: The Challenger Disaster was a case study conducted to examine the causes of the Space Shuttle Challenger explosion in 1986. The study included interviews, observations, and analysis of data to identify the technical, organizational, and cultural factors that contributed to the disaster.
  • The Enron Scandal: The Enron Scandal was a case study conducted to examine the causes of the Enron Corporation’s bankruptcy in 2001. The study included interviews, analysis of financial data, and review of documents to identify the accounting practices, corporate culture, and ethical issues that led to the company’s downfall.
  • The Fukushima Nuclear Disaster : The Fukushima Nuclear Disaster was a case study conducted to examine the causes of the nuclear accident that occurred at the Fukushima Daiichi Nuclear Power Plant in Japan in 2011. The study included interviews, analysis of data, and review of documents to identify the technical, organizational, and cultural factors that contributed to the disaster.

Application of Case Study

Case studies have a wide range of applications across various fields and industries. Here are some examples:

Business and Management

Case studies are widely used in business and management to examine real-life situations and develop problem-solving skills. Case studies can help students and professionals to develop a deep understanding of business concepts, theories, and best practices.

Case studies are used in healthcare to examine patient care, treatment options, and outcomes. Case studies can help healthcare professionals to develop critical thinking skills, diagnose complex medical conditions, and develop effective treatment plans.

Case studies are used in education to examine teaching and learning practices. Case studies can help educators to develop effective teaching strategies, evaluate student progress, and identify areas for improvement.

Social Sciences

Case studies are widely used in social sciences to examine human behavior, social phenomena, and cultural practices. Case studies can help researchers to develop theories, test hypotheses, and gain insights into complex social issues.

Law and Ethics

Case studies are used in law and ethics to examine legal and ethical dilemmas. Case studies can help lawyers, policymakers, and ethical professionals to develop critical thinking skills, analyze complex cases, and make informed decisions.

Purpose of Case Study

The purpose of a case study is to provide a detailed analysis of a specific phenomenon, issue, or problem in its real-life context. A case study is a qualitative research method that involves the in-depth exploration and analysis of a particular case, which can be an individual, group, organization, event, or community.

The primary purpose of a case study is to generate a comprehensive and nuanced understanding of the case, including its history, context, and dynamics. Case studies can help researchers to identify and examine the underlying factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and detailed understanding of the case, which can inform future research, practice, or policy.

Case studies can also serve other purposes, including:

  • Illustrating a theory or concept: Case studies can be used to illustrate and explain theoretical concepts and frameworks, providing concrete examples of how they can be applied in real-life situations.
  • Developing hypotheses: Case studies can help to generate hypotheses about the causal relationships between different factors and outcomes, which can be tested through further research.
  • Providing insight into complex issues: Case studies can provide insights into complex and multifaceted issues, which may be difficult to understand through other research methods.
  • Informing practice or policy: Case studies can be used to inform practice or policy by identifying best practices, lessons learned, or areas for improvement.

Advantages of Case Study Research

There are several advantages of case study research, including:

  • In-depth exploration: Case study research allows for a detailed exploration and analysis of a specific phenomenon, issue, or problem in its real-life context. This can provide a comprehensive understanding of the case and its dynamics, which may not be possible through other research methods.
  • Rich data: Case study research can generate rich and detailed data, including qualitative data such as interviews, observations, and documents. This can provide a nuanced understanding of the case and its complexity.
  • Holistic perspective: Case study research allows for a holistic perspective of the case, taking into account the various factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and comprehensive understanding of the case.
  • Theory development: Case study research can help to develop and refine theories and concepts by providing empirical evidence and concrete examples of how they can be applied in real-life situations.
  • Practical application: Case study research can inform practice or policy by identifying best practices, lessons learned, or areas for improvement.
  • Contextualization: Case study research takes into account the specific context in which the case is situated, which can help to understand how the case is influenced by the social, cultural, and historical factors of its environment.

Limitations of Case Study Research

There are several limitations of case study research, including:

  • Limited generalizability : Case studies are typically focused on a single case or a small number of cases, which limits the generalizability of the findings. The unique characteristics of the case may not be applicable to other contexts or populations, which may limit the external validity of the research.
  • Biased sampling: Case studies may rely on purposive or convenience sampling, which can introduce bias into the sample selection process. This may limit the representativeness of the sample and the generalizability of the findings.
  • Subjectivity: Case studies rely on the interpretation of the researcher, which can introduce subjectivity into the analysis. The researcher’s own biases, assumptions, and perspectives may influence the findings, which may limit the objectivity of the research.
  • Limited control: Case studies are typically conducted in naturalistic settings, which limits the control that the researcher has over the environment and the variables being studied. This may limit the ability to establish causal relationships between variables.
  • Time-consuming: Case studies can be time-consuming to conduct, as they typically involve a detailed exploration and analysis of a specific case. This may limit the feasibility of conducting multiple case studies or conducting case studies in a timely manner.
  • Resource-intensive: Case studies may require significant resources, including time, funding, and expertise. This may limit the ability of researchers to conduct case studies in resource-constrained settings.

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How to Cite a Case Study: Different Styles

November 20, 2023

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

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

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

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

Basic Guidelines for Citing a Case Study

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

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

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

Citing a Case Study in APA Format

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

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

Example APA citation for a case study:

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

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

Citing a Case Study in MLA Format

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

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

Example MLA citation for a case study:

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

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

Citing a Case Study in Chicago Style

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

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

Example Chicago citation for a case study:

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

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

Citing a Case Study in Harvard Style

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

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

Example Harvard citation for a case study:

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

Online Databases for Finding Case Studies

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

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

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

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How to Cite a Case Study

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  • Aug 08, 2022

How to Cite a Case Study

Citing case studies requires a little knowledge about formatting and style, but here are a few tips. The following examples follow APA, MLA, Chicago, and Harvard style. You should use the one that most closely matches the format of your case study. To ensure that your citations are clear, include the author’s last name. For example, “Cara Batema” would be the author’s last name and last initial.

A case study is an important source for business and social studies papers. Citing a case study is straightforward and follows the same format as an article. You must cite the author of the study, the journal name, and the date the study was published. If the case study is an article published in a journal, it should be cited as an APA case study. Alternatively, you can use the Chicago or Harvard citation style.

The MLA style for citing case studies includes the following guidelines. When citing case studies, include the name of the first party in the source, followed by the surname. You should also include the name of the journal in which the study appeared. For example, you could cite a case study published by Harvard Business School Publishing as DC Comics in 2016.

Chicago style

The Chicago Manual of Style is a common citation style used in the humanities and social sciences. It has two different approaches to documentation, namely the notes system and the author/date system. In-text parenthetical citations refer to a specific entry in the References List page. Depending on the source, you can use either one. In-text parenthetical citations are typically the most commonly used style and will be cited first in the text.

Harvard style

The Harvard style for referencing case studies includes a bibliography at the end of the document and in-text citations. In-text citations list the source of ideas, with the author’s name and date of publication listed first. Bibliography entries list references alphabetically by author’s surname. Cite them right is an excellent resource for more details. Its examples of proper citation style are included throughout this guide.

There are many different styles for citing a case study, so choosing the correct one for your particular paper can be confusing. For instance, ASA style requires that you cite the first and last name of the authors and the case study’s title, followed by the publisher’s name and the year the article was published. Unlike APA style, ASA style is relatively easy to follow, but you should remember that the format changes often.

In the AMA style case study citation, you must include a bibliography. References should be listed in numerical order, beginning with the first citation in the text. Personal communication should be cited in the text. For references without authors, you must begin with the title and capitalize “References.” Format the numbers in the reference list using Word’s standard numbering style. Referencing sources is a complex process, but it is important for the integrity of your paper.

ASA citation case study structure

When citing a case study, it is important to follow ASA citation rules. The title page should be on a separate page and include the paper title, authors, and word count (including references and footnotes). Following the title page, the body of the document should be written in block paragraphs, with a 200-word abstract at the beginning of the body. The essay text should be on the second page.

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Basic Case Citation

The precise format of a case citation depends on a number of factors, including the jurisdiction, court, and type of case. You should review the rest of this section on citing cases (and the relevant rules in  The Bluebook ) before trying to format a case citation for the first time. However, the basic format of a case citation is as follows:

what is citation in case study

Note: In court documents (briefs, motions) and legal memoranda, a full case name is usually italicized or underlined.  In academic legal writing (i.e., a law review article), full case names are generally not underlined or italicized. 

Rule & Tables

Rule 10  (and Rule B10 in the Bluepages) governs how to cite cases. It contains extensive instructions on how to format case citations, and Rule 10 also provides guidance on citing briefs, court filings, and transcripts.

In addition to Rule 10, you may need to consult the following tables in order to format the case citation:

  • Table 1 : A list of (1) reporters* and reporter abbreviations, (2) courts and court abbreviations, and (3) preferred sources to cite for federal courts and each state's courts  
  • Table 6 : Abbreviations for terms used in case names (e.g., America[n] = Am.)  
  • Table 7 : Abbreviations for court names that you would use in the event a court abbreviation is not provided in Table 1  
  • Table 10 : Abbreviations for geographical terms (e.g., Virginia = Va.)  

*What Is a Reporter?* A reporter is a publication containing the opinions of a particular court or jurisdiction, organized chronologically by date of decision. The opinions of a given court or jurisdiction are often published in more than one reporter.  As you'll see below, for example, opinions of the U.S. Supreme Court are published in three reporters.  If a case is published in a reporter,  The Bluebook  prescribes which reporter is the preferred one to cite (Table 1). 

For more on reporters, see our  Case Law Research Guide  or watch Anatomy of a Case, Case Citation, and the Case Law Reporter System in our Case Law Research Tutorial (on the right).

Case Citations Tutorial

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Title: is modularity transferable a case study through the lens of knowledge distillation.

Abstract: The rise of Modular Deep Learning showcases its potential in various Natural Language Processing applications. Parameter-efficient fine-tuning (PEFT) modularity has been shown to work for various use cases, from domain adaptation to multilingual setups. However, all this work covers the case where the modular components are trained and deployed within one single Pre-trained Language Model (PLM). This model-specific setup is a substantial limitation on the very modularity that modular architectures are trying to achieve. We ask whether current modular approaches are transferable between models and whether we can transfer the modules from more robust and larger PLMs to smaller ones. In this work, we aim to fill this gap via a lens of Knowledge Distillation, commonly used for model compression, and present an extremely straightforward approach to transferring pre-trained, task-specific PEFT modules between same-family PLMs. Moreover, we propose a method that allows the transfer of modules between incompatible PLMs without any change in the inference complexity. The experiments on Named Entity Recognition, Natural Language Inference, and Paraphrase Identification tasks over multiple languages and PEFT methods showcase the initial potential of transferable modularity.

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what is citation in case study

Physical Chemistry Chemical Physics

Harnessing halogen bond donors for enhanced nitrogen reduction: a case study on metal-free boron nitride single atom catalysts.

Developing efficient catalysts for ammonia synthesis is increasingly crucial but remains a formidable challenge due to the lack of robust design criteria, particularly in addressing activity and selectivity issues, especially in electrochemical nitrogen reduction reactions (NRR). In this study, we systematically investigate the catalytic potential of hexagonal boron nitride (BN) embedded with non-metal (C, Si, P & S) atoms as electrocatalysts for nitrogen reduction reaction using density functional theory (DFT) computations. The preference for non-metal-doped BN nanomaterials stems from their ability to suppress hydrogen evolution and their environmentally friendly nature, in contrast to transition metals. Among all the designed single-atom catalysts (SACs), Si-doped boron nitride (SiBBN) exhibits a favorable inclination toward activating nitrogen which is determined by a combination of advantageous molecular orbital coupling and the formation of a covalent bond with N2 molecule. In thermal conditions, the first protonation step emerges as the rate-determining step (22.66 kcal/mol) for SiBBN. Conversely, under electrochemical conditions, the final elementary step becomes the potential determining step (PDS) with 2.38 eV. We explore the impact of exogenous addition of Lewis acids (alkali metal ions, neutral boron Lewis acids, and halogen bond donors) on modulating electrochemical NRR activity. Our results highlight the pivotal role of halogen bond donors as catalytic promoters in facilitating electron density transfer through activated N2, establishing a push-pull charge transfer mechanism that populates distal nitrogen more than proximal nitrogen. This facilitates the potential requirements for the first reduction step. The synergetic effect of both halogen bonding and hydrogen bonding interactions in the final reduction step proves to be the main determinant for a significant reduction in the PDS from 2.38 to 0.10 V. Notably, this study unveils the pioneering role of halogen bond donors as promoters for NRR, providing valuable insights for the development of robust metal-free catalysts and promoters in experimental research.

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what is citation in case study

V. S. K. Choutipalli and V. Subramanian, Phys. Chem. Chem. Phys. , 2024, Accepted Manuscript , DOI: 10.1039/D4CP00076E

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ORIGINAL RESEARCH article

Factors influencing marine ecological environment governance toward sustainability: a case study of zhejiang province provisionally accepted.

  • 1 Ningbo University, China

The final, formatted version of the article will be published soon.

At present, the marine ecological environment is facing enormous pressure from human activities, and there is an urgent need for coordinated governance by multiple entities to ensure that the marine ecological environment can continuously meet the needs of sustainable development. Marine ecological environmental governance plays multiple roles in the sustainable development of the ocean characteristics. Most existing studies have explored this field from the perspective of the government and public, while failing to adequately account for the factors influencing enterprises' participation in marine ecological environmental governance. This paper is an effort to provide some empirical research on the influencing factors of enterprises' participation in marine ecological environmental governance. Based on existing literature, empirical research (213 middle managers were surveyed from 68 coastal enterprises in Zhejiang, China) , this study extracts eight core factors that influence corporate participation in marine ecosystems and uses the Fuzzy Decision-making Trial and Evaluation Laboratory approach (Fuzzy DEMATEL). Furthermore, experts from Chinese backgrounds elucidated the complex interdependencies among the factors, based on which key influencing factors were identified. The empirical results indicate that government attention and support, legal and regulatory requirements, and cost-benefit accounting have a positive net effect on corporate participation in marine ecosystem management; when these factors are improved, they drive improvements in other factors(Corporate Capital Capability, Corporate Social Responsibility, Government Enforcement and Appraisal, The Attention of Corporate Leaders, Corporate Internal Management System). Additionally, interviews with Chinese business people support the robustness of the findings and suggest that policymakers cannot ignore government enforcement and assessment efforts. Overall, the study findings can help advance corporate participation in marine environmental governance. KEYWAORD sustainable development, corporate involvement, marine ecosystem, influencing factors, decision-making 字体: (默认)Palatino Linotype, (中文)

Keywords: sustainable development, corporate involvement, Marine ecosystem, Influencing factors, decision-making

Received: 28 Dec 2023; Accepted: 29 Mar 2024.

Copyright: © 2024 Chen, He and He. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) or licensor are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

* Correspondence: Mr. Yuejun He, Ningbo University, Ningbo, China

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