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:

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.
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.
Internal Distribution to Individuals: While you may create your own summary or excerpt Gartner content, you may not distribute Gartner Research documents in their entirety to Non-Users inside your company, unless such a right is part of a standard Gartner product offering your company has purchased.
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.

SCENARIO 2: Summarizing Gartner Content

Acceptable Uses

Frank (Licensed User) read an interesting Gartner Research document on Strategic Cost Management which he would like to share with 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.

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 7.1 of the Gartner Copyright and Quote Policy.

Unacceptable Uses

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.

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. 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 7.1 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 Uses

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 Uses

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 SCENARIO 6: What if product purchased has different entitlements from Usage Guidelines?

Acceptable Uses

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.

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