Most research instruments (surveys, questionnaires, tests, interview guides) are copyrighted or licensed.
If you did not create the instrument yourself, you must obtain permission or follow the stated usage terms.
🔔 Note: Citing the source is not the same as having permission. You must do both.
✅ Permission Process
1. Check for Usage Terms
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Look for usage instructions or license terms where you found the instrument (e.g., APA PsycTests, publisher website, article).
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If it says "May use for research/teaching," no further permission may be needed.
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If unclear, proceed to Step 2.
2. Identify the Copyright Holder
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Dissertations and other unpublished tools: Contact the author.
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Databases: Look for a “Permissions” section.
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Company or publisher websites: Use the contact info provided.
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Books Check the intro, "contributors" section, or author bios on the cover or front pages.
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Articles: Look for author affiliation or email on the first or last page.
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Online: Google the author name, check university and organizational affiliation (professional, social media)
3. Specify the Rights You Need
Be clear about how you’ll use the instrument. Will you:
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Reproduce it in your dissertation, capstone, final project?
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Modify or adapt it?
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Use it in data collection?
4. Request Permission
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Email the copyright holder or publisher.
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Be specific about how you plan to use the tool.
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Negotiate payment or terms if necessary.
5. Save Documentation