Gartner

Gartner Policies

Not sure what is Acceptable or Unacceptable usage?

View Usage Scenarios below

Questions? Contact: usage.guidance@gartner.com

USAGE GUIDELINES FOR GARTNER SERVICES

Research Documents - Internal 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, in the course of using the Gartner Research that you may need to share the knowledge you have learned from Gartner internally with your colleagues. Provided below are the various ways in which you can do that:

1.  Print one copy: If you'd like a hard copy of any individual Gartner Research document, you're free to print one (1) copy for your own personal use in your job role (multiple copies are not permitted unless part of a standard product offering).

2.  Impart your Knowledge internally within Client organization: You may want to impart some of the content or knowledge you've learned from Gartner Research to colleagues on your project team or in your company's management. There are a number of ways you can do this:

  1. Create your Own Summary: You may briefly summarize a Gartner Research document in your own words, and distribute the summary internally to your project team or senior-level decision makers in connection with a specific project. Make sure to attribute Gartner as the source. This is an acceptable use so long as it is not done on a systematic or routine basis (e.g., by preparing and distributing a periodic summary of Gartner Research) and so long as distribution is limited to an internal audience only.
  2. Excerpt Gartner Content: You may incorporate a small excerpt from a Gartner Research document (e.g., a few lines of text, a paragraph, a specific graphic) within an internal report or presentation. Make sure to attribute Gartner as the source. This is an acceptable use so long as it is not done on a systematic or routine basis (e.g., by preparing and distributing a periodic summary of excerpts from Gartner Research) and so long as distribution is limited to an internal audience only.
  3. Internal Distribution to Individuals: Unless such a right is part of a standard Gartner product offering your company has purchased, you may not distribute Gartner Research documents in their entirety to Non-Users inside your company. You may, however, create your own summary of, or excerpt content from, Gartner Research documents and share those summaries/excerpts with Non-Users inside your company.
  4. Internal Distribution to Mass Audiences: Unless you purchase a Reprint License, you may not post or otherwise mass distribute Gartner Research documents in their entirety per the Copyright and Quote Policy (e.g. via hard copy, email, and/or posting on intranet, company bulletin boards or other information storage & retrieval systems).

Usage Scenarios for Research Documents within your Company

SCENARIO 1: Use of Gartner Research Documents by Licensed User

Acceptable Uses

Dawn (Licensed User) can open and access as many Gartner Research documents as she wants within the scope of her company's purchased Service. Dawn can also print one hard copy of any individual Gartner Research document for her personal use - so long as such use is in connection with her job role at her company.

Frank (Licensed User) has read a Gartner Research document that he would like to share with his colleagues, Joan and Larry. Gartner permits such sharing through its "SHARE" option located on the top right corner of the Gartner Research document. Please note, in order for Joan and Larry to access the Gartner Research document, they must be Licensed Users with the same level of access as Frank. Regardless of whether the recipient is a Licensed User, Gartner as a general rule does not permit the downloading and forwarding of the PDF of the Gartner Research document

SCENARIO 2: Summarizing Gartner Content

Acceptable Use

Frank (Licensed User) read an interesting Gartner Research document on Strategic Cost Management which he would like to share with 10 of his colleagues. Rather than copying and forwarding the Gartner Research document in its entirety, he summarizes the main points in a memorandum that he sends out to his colleagues. This is an acceptable use so long as the summarizing is not done on a systematic or routine basis (e.g., by preparing and distributing a periodic summary of Gartner Research) and so long as distribution is limited to an internal audience only.

Unacceptable Use

Dawn (Licensed User) is the only Licensed User in her IT department. She has the sole function of reviewing Gartner Research documents and distribute summaries on (1) a recurring basis and (2) to a large number of people in her department. This is an unacceptable use because Dawn is sharing her summary of the Gartner Research document (1) on a systematic or routine basis and (2) to an audience of non-Users that extends beyond a 15 person project team.

SCENARIO 3: Excerpting & Quoting Gartner Content

Acceptable Uses

Henry (Non-User) is working on a project and seeks advice from his colleague, Dawn (Licensed User). Dawn jots down some information she learned from Gartner Research documents, including a small excerpt from a Gartner report, and sends it to Henry. The excerpt is properly attributed to Gartner.

Dawn (Licensed User) schedules a meeting with her project team and inserts one quote, consisting of 2 sentences, and one graphic from a Gartner Research document into her PowerPoint presentation. She is careful to properly attribute Gartner per section 6.1 of the Gartner Copyright and Quote Policy.

Unacceptable Use

Frank (Licensed User) compiles a regular weekly "IT Newsletter" for his Non-User colleagues, in which he routinely includes excerpts from numerous Gartner Research documents that he believes will be of interest to the group. This is unacceptable because excerpting of Gartner Research, while permitted in connection with an occasional internal report, may not be done on a routine or systematic basis (which would eliminate the need to purchase additional User Licenses).

SCENARIO 4: Internal Distribution to Individuals

Acceptable Uses

Dawn (Licensed User) is working on a strategic initiative for her company's management. As part of this short-term project, she needs to share pertinent Gartner Research with her Senior Managers. Since Dawn subscribes to a product that includes the right to share a discrete number of documents internally within her company, she is able to share this research with her Senior Managers.

Frank (Licensed User) has read a Gartner Research document that he would like to share with his colleagues, Joan and Larry. Gartner permits such sharing through its "SHARE" option located on the top right corner of the Gartner Research document. Please note, in order for Joan and Larry to access the Gartner Research document, they must be Licensed Users with the same level of access as Frank. Regardless of whether the recipient is a Licensed User, Gartner as a general rule does not permit the downloading and forwarding of the PDF of the Gartner Research document.

Henry (Licensed User) has been tapped to head up a new team to investigate Cloud Computing for his company. He has found several Gartner Research documents that he would like to share with his team at their next project meeting. Each of the Gartner Research documents that Henry wishes to share contains a watermark with "This Research note is restricted to the personal use of henry.campbell@company.com." Because the service to which Henry subscribes allows him to share 10 Gartner Research documents internally, he can disregard the watermark messaging and use the Gartner Research documents in the manner set forth in the relevant Service Description.

Unacceptable Uses

Sally (Non-User) is responsible for numerous projects throughout the year and often seeks information from her colleague, Frank (Licensed User). Frank researches Sally's project topics on gartner.com and forwards the relevant Gartner Research document(s) in their entirety to Sally. Each of the documents that Frank forwards to Sally contains a watermark with "This Research note is restricted to the personal use of frank.smith@company.com." This is an unacceptable use because Sally is not a Licensed User. In order for Sally to view a Gartner Research document in its entirety, Client should contact their Account Executive to purchase an additional User License. The Account Executive will make sure to find an appropriate solution to meet Sally's requirement.

As part of a presentation for his project team, Frank (Licensed User) excerpts multiple graphics from a Gartner Research document and inserts full pages of the document into the appendix of his presentation. This is an unacceptable use because Gartner does not permit wholesale copying of its Research documents. Gartner does, however, permit the internal use of small excerpts of text and single graphics from Gartner Research documents, so long as there is proper attribution per section 6.1 of the Gartner Copyright and Quote Policy. Alternatively, Frank could purchase a Reprint License so that he could use the entire document, per the terms of his Reprint License.

SCENARIO 5: Internal Distribution to Mass Audiences

Acceptable Use

Frank (Licensed User) reads a Gartner Magic Quadrant where his company is positioned in the Leader's quadrant for that particular technology. Frank purchases a Reprint License of the Magic Quadrant from Gartner. Gartner thereafter sends to Frank a formatted Reprint version of the Magic Quadrant that he may post on his company's intranet site per the Reprint License.

Unacceptable Use

Frank (Licensed User) is responsible for researching emerging technologies for his department. When he finds a Gartner Research document of interest he either places the document(s) in a team folder on a shared server or sends out a group e-mail with the attached PDF version of the document(s). This is an unacceptable use because Gartner does not permit Licensed Users to post the PDF version of a Gartner Research document on department or company-wide servers. Frank can summarize the relevant Gartner Research document(s) for his team or alternatively he can purchase a Reprint License for the relevant Gartner Research documents.

SCENARIO 6: Storing Gartner Content is not Permitted

Acceptable Use

Dawn (Licensed User) is often called upon to travel in her job role. As such, she likes to read Gartner Research documents on her laptop computer while en route. As a Licensed User, you are allowed to download a PDF version of the Gartner Research document for your own personal use (where PDF capability is an option on gartner.com). As a general rule, however, Gartner does not permit Licensed Users to download a PDF version of the Gartner Research document for the purpose of distributing to others, inside or outside of their company and regardless of whether the recipient is a Licensed User.

Unacceptable Use

Sally (Licensed User) is an administrator in the IT department of her company and is responsible for providing research access to her department. Often times she likes to forward Gartner Research documents to others in her department working on key projects. To facilitate this distribution, she has downloaded and stored a number of Gartner Research documents on her desktop. As a general rule, Gartner does not permit the downloading and storing of Gartner Research documents on internal storage and retrieval systems (i.e. personal laptops, interdepartmental servers, company-wide intranet or bulletin boards, SharePoint or other information storage & retrieval systems).

Frank (Licensed User) has decided not to renew his Gartner license due to budget constraints. Two weeks prior to his contract end date, Frank peruses gartner.com and downloads a large number of Gartner Research documents that he thinks he will need for future reference. All Gartner content including Gartner Research documents is owned and copyrighted by Gartner. Client companies are permitted to access and view the Gartner Research for the license term set forth in their Service Agreement. Once that license term has ended, the Licensed User is no longer permitted to use or store the Gartner Research. .

SCENARIO 7: What if product purchased has different entitlements from Usage Guidelines?

Acceptable Use

Sally (Licensed User) subscribes to a Gartner for IT Leaders Advisor 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 Sally's Service Agreement.

SCENARIO 8: How to Leverage Gartner market forecast and/or market share data.

Acceptable Use

Bill (Licensed User) is responsible for Market Intelligence at his organization. For this quarter’s result only (e.g., once), he would like to share with his company’s India country manager the Gartner data that shows what their #1 competitor’s revenue results are for the quarter in the PC market in India. Bill plans on sharing this excerpt internally only with his company’s India Country manager and will appropriately source Gartner (i.e., stamped “company_name” Internal Use only) and send to the country manager via email. This is acceptable because it’s a summary-level, small excerpt of data from a Gartner market share report, is done on an ad hoc basis (one-time only) and it is for occasional use (one-time only) by an individual non-User (the India country manager).

Unacceptable Uses

Susan (Licensed User) is the only Licensed User in her Marketing department. She has the sole function of preparing Competitive Analysis for her company. She primarily supports the product management executives. She is repeatedly asked (1) for more than a summary data excerpt OR (2) to import or otherwise enter Gartner market share data into an internal data warehouse or other internal system OR (3) to post the data set, summaries of the data or excerpts of Gartner market share to her company’s internal intranet or external website. Each of these is an unacceptable use because Susan is sharing Gartner market share data on a systematic or routine basis, or by importing to an internal data warehouse or other system/tool or on a company intranet or external website (requests 1, 2 and 3 respectively). For proper use of Gartner market share or market forecast data contact your Gartner Account Executive.

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.

Updated as of 08 October 2012