Violations:
Should a requestor fail to comply with this policy, SiriusDecisions reserves the right to impose quote bans of varying durations, including a ban on all use of the SiriusDecisions name. For repeat or persistent violators, such ban will be for a minimum period of (3) months. In addition, SiriusDecisions may seek additional remedies available under contract, copyright and other applicable law.
1. Quotation and Usage Policy Principles
- All SiriusDecisions intellectual property is subject to this Quotation and Usage Policy. SiriusDecisions must approve any external use in writing.
- SiriusDecisions research may not be used to endorse a vendor, product, service, or to criticize a vendor’s competitor. No company-specific excerpts are permitted as they may imply endorsement within the context of vendor materials.
- Custom quotes are quotes developed for specific purpose by an analyst. Custom quotes must be approved by the appropriate research analyst, consultant and SiriusDecisions management in the context of the materials in which the quote will appear. Custom quotes are not permitted in white papers, advertisements, technology provider publications, releases announcing merger and acquisition, funding, earnings, new executive hire, survey results, or when a release is based solely on SiriusDecisions research. Custom quotes may not contain numbers or statistics without being properly sourced to the SiriusDecisions published research report.
- Quotes from published research must be properly attributed to the original research source. Please refer to section 3.0 for attribution format.
- The SiriusDecisions name may not appear in the title/sub-title of a press release, newsletter or subject line of an email distribution.
2. Guidelines for Usage and Quotes Based on Context
2.1 Advertising
In addition to section 1:
- SiriusDecisions reserves the right to approve the appropriateness of the creative copy of the overall ad in which the SiriusDecisions name and research will appear.
2.2 Materials Promoting Events Featuring a SiriusDecisions Analyst
In addition to section 1:
- It must be clear that SiriusDecisions is being featured and not co-hosting or sponsoring the event.
- The SiriusDecisions logo may only appear next to the analyst name, session information or analyst biography within promotional material. The SiriusDecisions logo may not appear next to a vendor or other third-party logo, including that of the event sponsor. The SiriusDecisions logo may not exceed the size of the vendor logo.
2.3 Press Releases
In addition to section 1:
- The “About SiriusDecisions” boilerplate may appear only in SiriusDecisions corporate press releases.
- The use of the SiriusDecisions name or research in corporate boilerplates or signature is not permitted.
- For specific information for press releases based on the SiriusDecisions Grid, please refer to section 3.2.
- If there are any changes to the release after the receipt of approval from SiriusDecisions, the revised press release must be re-submitted in its entirety for final approval.
- One custom quote permitted per press release.
3. Guidelines for Usage and Quotes Based on Research Source
3.1 SiriusDecisions Metrics and Data
In addition to section 1:
- Use data only from the most recently published SiriusDecisions report (most recent quarter or year). If actual reported data is available, use it instead of previously published estimates.
- SiriusDecisions data may not be comingled with any other analyst firm’s data.
To excerpt tables, charts and data points from SiriusDecisions research reports you must do the following:
- Note the excerpted SiriusDecisions research report in the attribution as “Source: SiriusDecisions, Inc. [Name of Report]”
- If you want to provide your own data points alongside SiriusDecisions’ (understanding it cannot be commingled with SiriusDecisions’), include the following attribution: “Calculations performed by [my company’s name].”
- When comparing vendors, you must compare at least three vendors in your document.
- In any given document, you may publish up to three tables or charts that are based on, or contain excerpts from SiriusDecisions research.
If you are publishing a press release based solely on SiriusDecisions research, you may not include any custom quotes from SiriusDecisions analysts.
When submitting requests for quotation of table-based content, please make sure to provide the report name, table name and relevant table numbers. This speeds up the approval process.
3.2 SiriusDecisions Grid
In addition to section 1:
- SiriusDecisions Grid Research is a qualitative evaluation of a set of vendors in a specific market; it is NOT a stack ranking. SiriusDecisions will decline the use of any Grid research to endorse the position of one vendor over another or to negatively endorse competitor’s positions.
- No retrospective wording permitted, for example, “third consecutive year” or “again”.
- No comparative wording permitted, for example, “only”, “highest” or “sole”.
- If excerpting a Grid definition from the report, it should be lifted verbatim and in its entirety.
- Custom quotes from analysts may not appear in press releases based solely on Grid research.
- The Grid graphic may not be excerpted and displayed as a stand-alone graphic in advertisements, annual reports, brochures, books, financial documents, press releases, or event signage.
- The Grid graphic may be excerpted as a stand-alone graphic for use in specific approved contexts, for example proposals and presentations provided:
- The graphic is displayed exactly as the original with no edits or changes.
- The full research document title is footnoted.
- The Grid disclaimer is prominently displayed on the slide.
- No other content or commentary is permitted.
- Reprints are purchased in order to provide the audience with access to the full research document. Due to the nature of the content, the graphic must be evaluated in context of the entire research note. This is a stipulation for approval.
Please include the following wording in any materials in which the graphic is excerpted:
“This Grid graphic was published by SiriusDecisions, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The SiriusDecisions report is available upon request from (client name).”
To purchase reprints, please contact info15@siriusdecisions.com.
- Any reuse of reference MUST have the following disclaimer (*) prominently published within the materials.
* SiriusDecisions Grid Disclaimer
The Grid is copyrighted ________ (fill in year of publication) by SiriusDecisions, Inc. and is reused with permission. The Grid is a graphical representation of a marketplace at and for a specific time period. It depicts SiriusDecisions’ analysis of how certain vendors measure against criteria for the marketplace, as defined by SiriusDecisions. SiriusDecisions does not endorse any vendor, product or service depicted in the Grid, and does not advise technology users to select only those vendors plotted in a particular area. The Grid is intended solely as a research tool, and is not meant to be a specific guide to action. SiriusDecisions disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
3.3 SiriusDecisions Weblogs
- Comments or opinions expressed on SiriusDecisions Weblogs may be copied and redistributed on other weblogs, or otherwise for private, non-commercial or journalistic purposes. No other use is permitted.
4.0 Policy Regarding Copies of Published Research in its Entirety
SiriusDecisions does not permit the following uses of its research without prior written permission:
- Scanning, or otherwise importing publications into an electronic storage/retrieval system
- Broad distribution of publications to other units of the organization through electronic data transmission systems such as e-mail without the purchase of reprints
- Distribution of publications to external organizations via hard copy or electronically such as via e-mail without the purchase of reprints
- Distributing copies of publications to customers or prospective customers by company salespeople without the purchase of reprints
- Posting complete documents on an Internet or Intranet site without the purchase of reprints
- Posting partial sections of documents on an Internet or Intranet site without approval
- Placing SiriusDecisions content on a Web site other than one belonging to SiriusDecisions. SiriusDecisions content must always reside on our Web site, with the exception of PDF reprints.
5.0 How to submit a quote or usage request for approval
Requests to quote, excerpt or reference the SiriusDecisions, Inc. name or research in any materials must be submitted to info15@siriusdecisions.com unless another email address is noted herein.
We require the following to approve your quote request:
- The quote you wish to use
- The original research source of the quote, attached
- The materials in which the quote will appear, attached
- Indicate the location of the quote in both documents
Estimated turnaround time if all of the required information has been provided is 48-72 hours.
6.0 Who to contact
- Quote Requests, Approval and Questions
Primary Contacts:
Rebecca Barber, Senior Director Marketing, rbarber@siriusdecisions.com
Geoff Hilton, Editorial Director, ghilton@siriusdecisions.com
Main phone number: (203) 665-4000
Primary Contacts:
Rebecca Barber, Senior Director Marketing, rbarber@siriusdecisions.com
Geoff Hilton, Editorial Director, ghilton@siriusdecisions.com
Or, info15@siriusdecisions.com
Main phone number: (203) 665-4000
Changes to Policy:
SiriusDecisions, Inc. reserves the right to change its policies or explanations of its policies at any time, without notice. These explanations and policies are for general information purposes only and do not constitute a waiver with respect to any of SiriusDecisions’ rights, all of which are specifically reserved.
7. Notes
7.1 Attribution
The proper ways to reference SiriusDecisions when providing attribution to us is SiriusDecisions, Inc.
When permission is granted, SiriusDecisions requires that proper attribution is included and, depending on the circumstances, that the material is reprinted with permission.
- Attribution to a SiriusDecisions analyst: According to John Doe, Research Director, SiriusDecisions, Inc. and date if not ascertainable from the context.
- Attribution from published research: SiriusDecisions, Inc. plus the full title of the research note.
7.2 Basics of Copyright Law
Copyrights protect original works of authorship. The types of works covered by copyright vary widely, from literary works such as books, poems, technical manuals, or software code, to audiovisual works, musical works or works of fine art. Only the copyright owner of a work, or someone who has the copyright owner’s permission, may (1) make copies of the work; (2) create adaptations (“derivative works”) based on the work; (3) distribute copies of the work; (4) perform the work publicly; or (5) display the work publicly. These are referred to as the “exclusive rights” of a copyright owner.
Copyright protection attaches to a newly created work as soon as it is “fixed in a tangible medium of expression”. For example, spoken works alone, such as a speech delivered extemporaneously that is not written down, would not be protected by copyright because it is not “fixed in a tangible medium.” Works do not have to be registered with the U.S. Copyright Office, and do not have to display a copyright notice, in order to enjoy copyright protection.
The United States and most of the industrialized world are parties to the Berne Copyright Convention, which means that each member country will respect and enforce the copyrights that originate in other member states.
Virtually all of SiriusDecisions’ published research is protected by copyright, whether in printed or electronic form.