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SEARCH OPTIONS Gartner Search Basics To enter a query, type your term in the Search box located in the upper right corner of all Gartner Web pages. Hit the "Enter" key or click the "Search" button for a list of relevant documents that will appear in a new window. By default, full text, title, author, and summary are all searched. These options can be changed in Search Options (see below for more details on Search Options). If you enter a phrase of two or more words without separating them with a comma, Gartner Search assumes they are connected by AND, and returns documents containing all the words, but not necessarily together or in the order they were entered. Exact Phrase Search If you are searching for an exact phrase such as "best practice management," surround the phrase with double quotation marks to return only documents which contain that specific phrase.

Boolean Operators Gartner Search supports the basic Boolean operators AND, OR and NOT. Acronym Clarification When searching on an acronym that has multiple definitions, you will get all possible results that match your entry. Any suggested phrases that match the acronym will appear as well. Synonym Tool This tool will return results for your query as well as offer suggestions for additional terms that have the same or similar meaning to your entry. The first results given will be for your original query. Clicking on a suggested term will retrieve those results. Misspelled Words If a search term is misspelled, the search engine will return a suggested term. Click on the term to display the results.


Saving Search Preferences While using, some search preferences may be saved, if you prefer them to the defaults. They are: searching "All Research" rather than just what you own, including Archived Research, setting order of search results by date rather than by relevance, and setting the number of results per page. The default settings for clients are Research You Own, excluding Archive Documents and 25 results per page displayed. The new default settings will take effect on your next visit to If you'd like to ensure they have saved correctly, sign out then sign back in immediately. If you want to change your preferences after this initial submittal, use the Edit Search Preferences button. Date Range This feature allows you to limit your search based on when a document was published to the site . A drop-down menu includes these date options: all dates, current month, previous three or six months or current year. NOTE: current month is the month you are conducting your search and not within the previous 30 days. Archived Research Check this box to include documents from the archive. By default, Simple and Search Options exclude the archived content (see Definition Note below for classification of research). Definition Note The default date range is generally, but not limited to, research written within the previous 18 months and considered "current." Current refers to documents that reflect current marketplace conditions. Archived Research is not necessarily out of date and may contain important historical information, therefore, archived documents may appear in results due to their relevancy to your search term. Regarding date range, the default is to search "All" documents. If you keep this default, it will search back to 1995 to find any relevant documents that are "current," but you will typically see more recent content. You may edit these defaults via the preference tool located on the Search results page and the Search Options screen.


British and American Spelling Differences To accommodate differences in the spelling of common English words between the U.S. and the UK, the search engine now allows you to use either spelling. Typing in "color" or "colour," or "inquiry" or "enquiry" and 138 other words in your search terms will return documents with either spelling. You can view the entire spelling list here. Capitalization Search terms are case insensitive; for example, gartner returns the same results as Gartner. Document Number All Gartner research documents are assigned a unique number (eg: G00123456). You may search by document number to retrieve a specific document. Search Within Current Results On the search results page click this checkbox to refine results that are already displayed. By entering a new term or phrase, search will look for your term within the already retrieved results. Non-Supported Symbols Wildcards (* asterisk) and stemming ($) are not supported. The search engine ignores these symbols and strips them out of the search box.

Topic Links Below the summary of each document on the Results screen is a list of the Gartner Knowledge Map sub-topics to which that document is mapped. Clicking a sub-topic will open a split screen view with the Knowledge Map tree related to that sub-topic on the left, and on the right, a new list of results showing all documents mapped to that sub-topic. Other Options Once you perform a search, you can go to Other Options which offers other ways to refine your search. These are listed below. ALL RESEARCH / RESEARCH YOU OWN If you are a Gartner client, Research You Own (the products and services purchased by your organization) is the default search. You may select to search all Gartner Research sources by clicking the All Research button. 4

For non-Gartner clients, All Research is the default search and Research You Own is not active. You can toggle between All and Free Research. ARCHIVED RESEARCH Check this box to include documents from the archive. By default, Simple and Search Options looks for current research. Current refers to documents that reflect current marketplace conditions. Archived Research is not necessarily out of date and may contain important historical information. DATE RANGE The default date range is research written within the previous 18 months. A drop-down menu enables you to choose among current month, the previous three or six months or current year. NOTE: current month is the month you are conducting your search and not within the previous 30 days. DEFAULT FULL TEXT SEARCH The default search includes full text, title, summary and author(s) of research documents. You may limit these by choosing any one of four radio buttons: Author, Title, Summary and Title or Summary. RESULTS DISPLAY PER PAGE You can change the default display of 25 results per page by using the drop-down menu. Choose from 15, 50, 75 and 100 results per page. DOCUMENT NUMBER As with Simple Search, you can search by document number (eg: G00123456), to retrieve a specific document. SOURCE TO SEARCH The default is to search both Gartner and Dataquest research, or you may choose to search Dataquest Research Only by clicking that box. FORMAT To locate documents based on how the information is presented, you can choose among text, spreadsheet or database. INDUSTRY All Industries is the default selection. You can limit your search to one or more industries by clicking the appropriate checkboxes. ROLE You can select by the specific roles listed. The default is All Roles. TOPIC All topics is the default selection. To filter your search by one or more topics, click the checkboxes. These 11 topics match the most used Browse topics. 5

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Application Development covers strategies and processes for creating and enhancing custom-built software infrastructure or business applications when these are done internally. External development of customer software (as a service) is covered under IT Services. Business Applications are programs that are directly related to fulfilling the organization's mission (e.g., CRM) and the related implementation issues. Research that is related to standards and implementation of packaged software is included here. For example, in addition to information on packaged e-mail applications, documents about e-mail implementation and e-mail standards are included here under "E-mail and Calendaring Software." Internal development of custom software is covered under "Application Development." External development and implementation of custom software is covered under "IT Services." Business Objectives contains research on issues of interest to a CEO or general manager including what a business manager needs to know about technology to run an enterprise. Communications Equipment is networking and telecommunications equipment, including both wireless and fixed-line equipment, voice and data equipment, customer premises equipment (CPE), and telecommunications carrier central office (CO) equipment. Communications Services covers the provision of wireless and/or fixed-line voice and/or data services. (Synonym: Public Network Services) Computing Hardware is the physical equipment associated with computing including printers, storage, monitors, computers, etc. - equipment specific to Communications and Telecom. Semiconductors are covered separately. IT Management covers management issues of interest to a CIO or other technology manager - procedures, policies and guidelines for managing all aspects of IT within an organization including what a technology manager needs to know to maximize the organization's use of technology. IT Services refers to the application of business and technical expertise from external service providers to aid organizations in the creation, management, optimization of, or access to, information. It also includes external services as they apply to the related business processes (e.g. an application service provider who provides CRM services). Semiconductors cover integrated circuits and other electronic components as well as the processes of creating them and the markets into which they sell. Software Infrastructure contains Research on programs that provide underlying support (e.g. operating systems and middleware) for business applications that is related to standards and implementation of packaged software, including information on packaged database management systems and database implementation. Technology and Society covers how technology affects people in their everyday lives and how governmental regulations and the economy impact technology, including telecommunications regulation, privacy regulation and Internet taxation. This does NOT include governments' use of technology or governments' technology strategies such as e-government. Use the Industry filter with "Government" to view those topics.

NOTE: You can review the entire Gartner topic list with the Gartner Research Topic Index.


REGION All Regions is the default selection. Most Gartner research is non-region specific, however, you may filter your search by selecting any of the six regions. CATEGORY You can limit your search based on the main focus of a document, such as Business Issues, Markets, Products, Technologies or Vendors. • • • • • • •

Business Issues research that focuses on the business aspects on information technology from either the vendor or user perspective. Gartner Events documents that provide information on Gartner events (conferences, briefings or Symposia). Gartner Products documents that describe Gartner products, research and services. Markets research that provides quantitative, qualitative or analytical information for or analysis of, a particular industry or market. Products research that provides quantitative or analytical information for, or analysis of, products and services offered by either a single provider or group of providers. Technologies research that provides quantitative, qualitative or analytical information for or analysis of, a particular technology or group of technologies. Vendors research that provides quantitative, qualitative or analytical information for or analysis of, a specific vendor or group of vendors.

CONTENT This refers to specific types of information contained in a document, such as Data and Statistics, Magic Quadrant or Hype Cycle. You may choose to search for one or more Content Types by clicking those checkboxes.

Filtering Search results You can narrow down your search results by selecting the filters in the left column on the Search Results page. You can select more than one filter for a search (e.g. specific industry and a specific vendor) to see results by those filters. You can also de-select filters at any time by clicking on "X" next to the filter name on the left side above the filters.

Who are the Suggested Peers below the search results on research tab? The Suggested Peers are the peers from the Gartner Peer Connect directory that have been identified as most relevant to your search term and similar to you. Gartner would facilitate connection for you with such peers. To understand how Peer Connect works and how you can participate, click here.


About Personalized Search What is Personalized Search? Personalized Search is a refined set of search results based on a unique algorithm that takes into account the readership history of you and peers with similar interests. Your search results are personalized by default. You can change that option by going to preferences links above the search box and un-checking the "Personalize this search" box. How are my results personalized? Personalized Search analyzes your historical readership information and the readership of peers with similar interests. From that analysis, Personalized Search displays the research documents that are most likely to match your interests and needs. Personalized Search results are applied to research documents. I have downloaded only once or twice. Will I get personalized results? Yes, you will. However, the search results will become more personalized as you access more Gartner research. How will my search results change if my search is personalized? Personalized Search will place results that are more relevant to you on top of the list as it takes into consideration your past readership and those of peers with similar interests. Be sure to check the box for every new search to get personalized results.

Analyst Search How do I find an analyst related to a topic of interest? You can enter your search keyword (e.g. topic of interest or analyst name, if you know) in the search box and then click on the Analyst tab below the search box. You will then see a list of analyst names, with analysts at the top more relevant to your search keyword. You can then narrow down your results using the filters (region, topic, vendor, etc.) on the left to get to the specific analyst who covers your topic of interest. You can select more than one filter for one search to narrow down your results. Can I create an alert for documents written by a specific analyst? Once you find an analyst of interest on the search results page, you will see a link called "Add to alerts" next to the analyst's name. Once you click that, you will be taken to the alert set up page where you can preview a sample of what type of documents you would get in your alert e-mail. If you are satisfied, you can save the alert and you are all set to receive alerts on documents published by that analyst. Peer Search What is Gartner Peer Connect? Peer Connect is a professional networking resource that provides access to an exclusive and trusted community of Gartner clients, where you and other IT and business professionals can 8

exchange opinions, ideas and expertise. Peer Connect is included in the cost of selected Gartner services — your Gartner service entitlements will determine your access. To understand how Peer Connect works and how you can participate, click here. How can you search for Peers? 1. 2. 3. 4.

Type your search terms in the Search box. Hit the "Enter" key or click the "Search" button. Click the Peers tab located below the Search box. Optionally use filters to refine your peer search

How can I network with peer? You first need to join Peer Connect. It takes less than 5 minutes to complete a brief profile. To network with a peer 1. Click "View Profile" to peruse profiles and locate a peer of interest. 2. Click "Introduce me to this peer" to initiate a networking request. 3. Enter the details of your request and Gartner will contact the peer of interest. What happens when there are no peer results? If your peer search returned no results try using the browse feature above the search box on the Peers tab. 1. Click browse to display all peers. 2. Use filters to refine peer results by Industry, Firm Size, Country, Job Role, Initiative, Product/Service Category, and/or Vendor. Questions or help? Email: Events and Webinars How can I search for events and webinars? Type your search term in the search box. The relevant events and webinars appear on the bottom left hand corner in the left rail below all the search filters on all search results tabs.


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