USAGE GUIDELINES FOR GARTNER SERVICES

Research Documents - External Use

Only you, the Licensed User, may access and open Gartner Research documents. You may access and open as many documents within the scope of your Research Service as you like, so long as the documents are for your own personal use in your job. We understand, however, in the course of using the Gartner Research, that you may need to share the knowledge you have learned from Gartner with individuals outside your Company, and provided below are the various ways in which you can do that:

Impart your Knowledge externally outside Client organization: You may want to impart some of the content or knowledge you've learned from Gartner Research externally to individuals or entities outside of your Client organization. There are a number of ways you can do this:

Excerpting or Referencing with Prior Written Approval: You may excerpt from or otherwise reference Gartner Research documents for external use so long as you obtain prior written approval from Gartner at quote.requests@gartner.com, and comply with the guidelines in the Gartner Copyright and Quote Policy.
Purchase a Reprint License for External Use: You may purchase a Reprint License of a Gartner Research document in its entirety for external distribution, per the terms of your Gartner Reprint Agreement. For more information on Reprint Licenses go to the Gartner Media Products section.
External Distribution to Individuals: While you may excerpt or reference with prior written approval or purchase a Reprint License, you may not distribute Gartner Research documents to individuals outside your company, unless such a distribution right is part of a standard Gartner product offering.
External Distribution to Mass Audiences: Unless you purchase a Reprint License or other related Gartner product offering, you may not post or otherwise mass distribute Gartner Research documents in their entirety outside of the Client organization per the Copyright and Quote Policy (e.g. via hard copy, email, and/or posting on internet or other information storage & retrieval systems).

Usage Scenarios for Research Documents outside your Company

SCENARIO 1: Excerpting or Referencing with Prior Written Approval

Acceptable Uses

Frank (Licensed User) is planning a presentation at a local business seminar and wants to incorporate into his PowerPoint quotes from a Gartner Research document. Prior to the presentation, Frank consults the Copyright and Quote Policy and e-mails quote.requests@gartner.com for approval of his proposed use of the Gartner quotes. Following receipt of the Gartner approval, Frank delivers a knock-out presentation.
Frank (Licensed User) is not sure how much Gartner content he is allowed to excerpt/quote or otherwise reference in his upcoming article he is publishing for an IT conference. He is struggling with how much he is permitted to quote or reference under the Gartner Copyright and Quote Policy. Wanting to be in compliance, Frank reviews the policy and e-mails quote.requests@gartner.com.

Unacceptable Uses

Dawn (Licensed User) who is responsible for issuing her company's press releases, incorporates content from a Gartner Research document into the company's press release without first obtaining written approval from Gartner. This is unacceptable because the Gartner Copyright and Quote Policy requires that all external use of Gartner content receive prior written approval from Gartner. Dawn should review the policy and e-mail quote.requests@gartner.com.

SCENARIO 2: External Distribution

Acceptable Uses

Laura (Licensed User) is the head of Public Relations and recently purchased a Reprint License which provides her with distribution rights to a Magic Quadrant in which Gartner placed her company in the Leaders quadrant. Laura would like to share the evaluation with her prospects and clients. After working with and receiving approval from the Gartner Reprints team for the promotional language in her e-mail, Laura may send her email (containing the link to the Reprint) to her prospects and clients. Everyone thoroughly enjoyed reading the Magic Quadrant report in its entirety.
Dawn (Licensed User), an Analyst Relations director at her company, purchases a Reprint License of a Vendor Rating Gartner Research document where her company is favorably positioned. Dawn shares the Reprint externally in accordance with the terms of her company's Reprint License with Gartner.

Unacceptable Uses

Frank (Licensed User), who works for a Public Relations firm, is responsible for researching technology trends on behalf of his clients. When he finds a Gartner Research document of interest he sends to his clients a group e-mail with the copyrighted PDF version of the document(s) as an attachment. This is an unacceptable use because Gartner does not permit Licensed Users to forward via e-mail a PDF version of a Gartner Research document. Instead, Frank should e-mail to quote.requests@gartner.com his draft e-mail containing a few key sentences he would like to quote from the Gartner Research document(s). Once he receives approval from Vendor Relations, he may then e-mail the approved quote to his Clients. Alternatively, Frank could purchase a Reprint License so that he could use the entire document, per the terms of his Reprint License.

SCENARIO 3: What if product purchased has different entitlements from Usage Guidelines?

Acceptable Uses

Dawn (Licensed User) subscribes to a Gartner for Sales Professionals License and is concerned because the terms in her Service Description for that product are different from the baseline License described in the Usage Guidelines. In instances, where a specific Gartner product offering includes entitlements that are different from the baseline license in the Usage Guidelines; the terms of that product offering will apply for the duration of Dawn's Service Agreement.

Baseline License: These Usage Guidelines are generally applicable to Licensed Users who have purchased a subscription to Gartner Services. In instances where a specific Gartner product offering includes different entitlements, the terms of that product offering will apply. Gartner reserves the right to periodically update these Usage Guidelines.

Last Update: 17-March-2009