SIST EN ISO 2789:2003

SLOVENSKI STANDARD
SIST EN ISO 2789:2003
01-november-2003
Informatika in dokumentacija - Mednarodna statistika za knjižnice (ISO 2789:2003)
Information and documentation - International library statistics (ISO 2789:2003)
Information und Dokumentation - Internationale Bibliotheksstatistik (ISO 2789:2003)
Information et documentation - Statistiques internationales de bibliotheques (ISO
2789:2003)
Ta slovenski standard je istoveten z: EN ISO 2789:2003
ICS:
01.140.20 Informacijske vede Information sciences
SIST EN ISO 2789:2003 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN ISO 2789:2003

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SIST EN ISO 2789:2003
EUROPEAN STANDARD
EN ISO 2789
NORME EUROPÉENNE
EUROPÄISCHE NORM
February 2003
ICS 01.140.20 Supersedes EN ISO 2789:1994
English version
Information and documentation - International library statistics
(ISO 2789:2003)
Information et documentation - Statistiques internationales Information und Dokumentation - Internationale
de bibliothèques (ISO 2789:2003) Bibliotheksstatistik (ISO 2789:2003)
This European Standard was approved by CEN on 2 January 2003.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European
Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national
standards may be obtained on application to the Management Centre or to any CEN member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by translation
under the responsibility of a CEN member into its own language and notified to the Management Centre has the same status as the official
versions.
CEN members are the national standards bodies of Austria, Belgium, Czech Republic, Denmark, Finland, France, Germany, Greece,
Hungary, Iceland, Ireland, Italy, Luxembourg, Malta, Netherlands, Norway, Portugal, Slovak Republic, Spain, Sweden, Switzerland and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
Management Centre: rue de Stassart, 36  B-1050 Brussels
© 2003 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 2789:2003 E
worldwide for CEN national Members.

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SIST EN ISO 2789:2003
EN ISO 2789:2003 (E)
CORRECTED  2003-03-12
Foreword
This document (EN ISO 2789:2003) has been prepared by Technical Committee ISO/TC 46
"Information and documentation", in collaboration with CMC.
This European Standard shall be given the status of a national standard, either by publication of
an identical text or by endorsement, at the latest by August 2003, and conflicting national
standards shall be withdrawn at the latest by August 2003.
This document supersedes EN ISO 2789:1994.
According to the CEN/CENELEC Internal Regulations, the national standards organizations of
the following countries are bound to implement this European Standard: Austria, Belgium, Czech
Republic, Denmark, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy,
Luxembourg, Malta, Netherlands, Norway, Portugal, Slovak Republic, Spain, Sweden,
Switzerland and the United Kingdom.
Endorsement notice
The text of ISO 2789:2003 has been approved by CEN as EN ISO 2789:2003 without any
modifications.
2

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SIST EN ISO 2789:2003


INTERNATIONAL ISO
STANDARD 2789
Third edition
2003-02-15


Information and documentation —
International library statistics
Information et documentation — Statistiques internationales de
bibliothèques




Reference number
ISO 2789:2003(E)
©
ISO 2003

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SIST EN ISO 2789:2003
ISO 2789:2003(E)
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©  ISO 2003
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means,
electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or
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Published in Switzerland

ii © ISO 2003 — All rights reserved

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SIST EN ISO 2789:2003
ISO 2789:2003(E)
Contents Page
Foreword. iv
Introduction . v
1 Scope. 1
2 Normative references . 1
3 Terms and definitions. 1
4 Uses, benefits and limitations of statistics . 14
5 Reporting statistical data . 15
6 Collecting statistical data. 16
Annex A (normative) Measuring the use of electronic library services . 35
Annex B (normative) Recommended categories for further statistical analysis. 44
Annex C (normative) Grossing up . 49
Bibliography . 50
Index . 51

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SIST EN ISO 2789:2003
ISO 2789:2003(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies
(ISO member bodies). The work of preparing International Standards is normally carried out through ISO
technical committees. Each member body interested in a subject for which a technical committee has been
established has the right to be represented on that committee. International organizations, governmental and
non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the
International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees is to prepare International Standards. Draft International Standards
adopted by the technical committees are circulated to the member bodies for voting. Publication as an
International Standard requires approval by at least 75 % of the member bodies casting a vote.
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. ISO shall not be held responsible for identifying any or all such patent rights.
ISO 2789 was prepared by Technical Committee ISO/TC 46, Information and documentation, Subcommittee
SC 8, Quality — Statistics and performance evaluation.
This third edition cancels and replaces the second edition (ISO 2789:1991), which has been technically
revised to identify and overcome problems in the practical application of ISO 2789:1991 and to take account
of developments in library practice (particularly those concerned with electronic resources and automation)
that have occurred since its origination.
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SIST EN ISO 2789:2003
ISO 2789:2003(E)
Introduction
This International Standard provides guidance to the library and information services community on the
collection and reporting of statistics.
Clauses 3 and 6 form the core of this International Standard. Clause 3 provides definitions for most of the
elements which constitute a library service; these are for statistical purposes only. Clause 6 recommends how
each of these elements should be counted. Users will need to consult both clauses for the complete picture.
In addition to the original purposes of giving general guidance on the keeping of library statistics for the
compilation of national statistics used for international reporting, there is a particular requirement to specify
data provision required by ISO 11620.
As regards electronic resources and services, some measures are described in this International Standard as
targets to be aimed at where their actual compilation may not be generally feasible at this time. With regard to
those clauses of the main standard that concern such electronic resources and services, readers should
particularly bear in mind the important explanations and guidelines of Annex A.
It is recognized that not all measures specified in this International Standard can be collected by libraries of
different type and size. To give greater completeness, several additional measures (important for some
sectors only) are described in Annex B. The aim is to ensure that, where a particular statistic is collected, the
same definitions and methods are used.
All the annexes are normative. Annex C is an innovation which is important for the compilation and publication
of national statistics so that they can be truly comparable between countries and over time.
The strong requirement to describe and publicize library activities can only be satisfied if data collection in
libraries follows the lines of this International Standard. As far as possible, libraries should collect all data
named in this International Standard that concern their activities.
The presentation and publication of statistics always need careful attention but are considered to be beyond
the scope of this International Standard.
This International Standard will be maintained by a Working Group that will monitor developments and
incorporate additional statistical measures as needed.
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SIST EN ISO 2789:2003

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SIST EN ISO 2789:2003
INTERNATIONAL STANDARD ISO 2789:2003(E)

Information and documentation — International library
statistics
1 Scope
This International Standard provides guidance for the library and information services community on the
collection and reporting of statistics
 for the purposes of international reporting,
 to ensure conformity between countries for those statistical measures that are frequently used by library
managers but do not qualify for international reporting,
 to encourage good practice in the use of statistics for the management of library and information services,
 to specify data provision required by ISO 11620.
2 Normative references
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.
ISO 11620:1998, Information and documentation — Library performance indicators
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
3.1 Libraries
3.1.1
administrative unit
any independent library, or group of libraries, under a single director or a single administration
NOTE 1 The term “independent” does not imply legal or financial independence but only that the library is a
recognizably separate unit, typically within a larger organization.
NOTE 2 Typically, the administrative unit is an organization containing a central/main library, branch libraries and
administrative functions. See the Example in 6.1.1.
3.1.2
branch library
part of a larger administrative unit providing, in separate quarters, a service for a particular user group (e.g.
children, faculties) or for a locally defined clientele
NOTE Institute, departmental and other affiliated libraries are included. Mobile libraries are excluded.
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SIST EN ISO 2789:2003
ISO 2789:2003(E)
3.1.3
central library
main library
usually that part or those parts of an administrative unit where the main administrative functions and the
important parts of the library collection and services are located
NOTE An administrative unit comprising several branch libraries does not necessarily include a central library.
3.1.4
external service point
point away from library premises at which a certain service is regularly offered to users
NOTE 1 This includes places within a locality at which library material is deposited for informal circulation to a restricted
group of users but without other library services, for example, old peoples' homes, community centres, collections for
hospital patients, etc. Mobile libraries are excluded.
NOTE 2 The points at which mobile libraries stop are not counted as external service points.
NOTE 3 A simple PC connection to a place outside the library (e.g. in a students’ home) is not counted as an external
service point.
3.1.5
library
organization, or part of an organization, the main aims of which are to build and maintain a collection and to
facilitate the use of such information resources and facilities as are required to meet the informational,
research, educational, cultural or recreational needs of its users
NOTE 1 These are the basic requirements for a library and do not exclude any additional resources and services
incidental to its main purpose.
NOTE 2 Where a library has more than one function (e.g. school library and public library), it must either decide what is
its primary function or, in extreme cases, must divide its functionality and report data accordingly.
3.1.6
library of an institution of higher education
library whose primary function is to serve students, academic and professional staff in universities and other
institutions of education at the third (tertiary) level and above
NOTE It may also serve the general public.
3.1.7
mobile library
library, sometimes a division of a public library, using specially equipped transport and furnished to provide
documents and services directly to users as an alternative to access on library premises
NOTE Adapted from ISO 5127:2001.
3.1.8
national library
library that is responsible for acquiring and conserving copies of all relevant documents in the country in which
the library is located; it may function as a legal deposit library
NOTE 1 Adapted from ISO 5127:2001.
NOTE 2 A national library will also normally perform some or all of the following functions: produce the national
bibliography, hold and keep up to date a large and representative collection of foreign literature including documents about
the country; act as a national bibliographic information centre; compile union catalogues; supervise the administration of
other libraries and/or promote collaboration; coordinate a research and development service, etc.
NOTE 3 The definition of “national library” allows for more than one national library in a country.
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SIST EN ISO 2789:2003
ISO 2789:2003(E)
3.1.9
public library
general library that serves the whole population of a local or regional community and is usually financed, in
whole or in part, from public funds
NOTE 1 Adapted from ISO 5127:2001.
NOTE 2 A public library may be intended for the general public or for special groups of users, such as children, visually
impaired persons, hospital patients or prisoners. Its basic services are free of charge or available for a subsidized fee. This
definition includes services provided to schools by a public library organization.
3.1.10
school library
library attached to all types of schools below the third (tertiary) level of education whose primary function is to
serve the pupils and teachers of such a school
NOTE 1 A school library may also serve the general public.
NOTE 2 This includes libraries and resource collections in all educational institutions below the third level, which may
be described as “Colleges”, “Colleges of Further Education”, “Vocational Institutes”, etc.
3.1.11
special library
independent library covering one discipline or particular field of knowledge or a special regional interest
NOTE 1 The term special library includes libraries primarily serving a specific category of users, or primarily devoted to
a specific form of document, or libraries sponsored by an organization to serve its own work-related objectives.
NOTE 2 The statistics of special libraries should be collected and presented separately for those in the areas given in
3.1.11.1 to 3.1.11.7 (differentiated according to funding institutions).
3.1.11.1
government library
library maintained to serve any government service, department or agency, or parliament, including both
international, national and local (regional) government organizations
3.1.11.2
health-service library
medical library
library which serves health-service professionals in hospitals or elsewhere, whether in the private or public
sector
NOTE Pharmaceutical company libraries should be included under 3.1.11.4.
3.1.11.3
library of professional and learned institutions and associations
library maintained by professional or trade associations, learned societies, trade unions and other similar
bodies whose primary objective is to provide services to the members and practitioners of a specific trade or
profession
3.1.11.4
industrial and commercial library
library in any industrial enterprise or business firm, maintained by the parent organization to serve the
information needs of its staff
NOTE The term industrial and commercial library includes libraries maintained by information and management
consultants, manufacturing and service industries and libraries of commercial legal practices.
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SIST EN ISO 2789:2003
ISO 2789:2003(E)
3.1.11.5
media library
library serving media and publishing firms and organizations, including newspapers, publishers, broadcasting,
film and television
3.1.11.6
regional library
major library serving a particular region whose primary function cannot be described as that of a public, school
or academic library nor as part of a national library network
3.1.11.7
other library
any library not included elsewhere, e.g. library within voluntary organizations, museums, etc.
3.2 Collection
3.2.1
abstract and indexing database
collection of bibliographic references analysing and presenting, on a continuous basis, periodical and/or other
titles that usually relate to a common discipline or geographic area
NOTE This includes electronic reference and indexing tools which, in print form, would be counted as periodicals.
Databases primarily containing full text are excluded.
3.2.2
access rights
rights for reaching or using the library collection
NOTE For the electronic collection, this implies that the library has secured permanent or temporary access for its
users by law, license or other contractual and/or cooperative agreement.
3.2.3
addition
acquisition
document or item added to a collection during the reporting period
NOTE Additions may be obtained, for example, by purchase, licensing, legal deposit, donation or exchange.
3.2.4
audiovisual document
document in which sound and/or pictures are prominent, and which requires the use of special equipment to
be seen and/or heard
NOTE 1 Adapted from ISO 5127:2001.
NOTE 2 This includes audio documents such as records, tapes, cassettes, audio compact discs, files of digital audio
recordings; visual documents such as slides, transparencies, and combined audiovisual documents, such as motion
pictures, video recordings, etc. Microforms are excluded.
NOTE 3 The use of networked audiovisual documents is counted in accordance with Annex A.
3.2.5
book
non-serial printed document in codex form
3.2.6
cartographic document
conventional representation, on a reduced scale, of concrete or abstract phenomena which can be localized in
space and time
NOTE 1 Adapted from map in ISO 5127:2001.
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SIST EN ISO 2789:2003
ISO 2789:2003(E)
NOTE 2 This includes documents such as two- and three-dimensional maps, globes, plans, topographic models, tactile
maps and aerial representations, but excludes atlases and any other cartographic documents in codex, micro, audiovisual
and electronic form.
3.2.7
Compact Disc Read-Only Memory
CD-ROM
computer-based information storage and retrieval medium based on laser technology that contains data in text
and/or multimedia formats
NOTE CD-ROMs are counted according to their contents as database, digital document, or electronic serial.
3.2.8
database
collection of electronically stored data or unit records (facts, bibliographic data, and texts) with a common user
interface and software for the retrieval and manipulation of the data
NOTE 1 The data or records are usually collected with a particular intent and are related to a defined topic. A database
may be issued on CD-ROM, diskette, or other direct-access method, or as a computer file accessed via dial-up methods
or via the Internet.
NOTE 2 Licensed databases are counted separately even if access to several licensed database products is effected
through the same interface.
NOTE 3 For further subdivision of databases, see B.2.1.7.
3.2.9
digital document
information unit with a defined content that has been digitized by the library or acquired in digital form as part
of the library collection
NOTE 1 This includes eBooks, electronic patents, networked audiovisual documents and other digital documents, e.g.
reports, cartographic and music documents, preprints, etc. Databases and electronic serials are excluded.
NOTE 2 Items incorporated in databases are covered by 3.2.8.
NOTE 3 A digital document may be structured into one or more files.
3.2.10
document
recorded information or material object, which can be treated as a unit in a documentation process
[ISO 5127:2001]
NOTE Documents may differ in their physical form and characteristics.
3.2.11
electronic book
eBook
digital document, licensed or not, where searchable text is prevalent, and which can be seen in analogy to a
print book (monograph)
NOTE 1 The use of eBooks is, in many cases, dependent on a dedicated device and/or a special reader or viewing
software.
NOTE 2 eBooks can be lent to users either on portable devices (eBook readers) or by transmitting the contents to the
user's PC for a limited time period.
NOTE 3 Doctoral dissertations in electronic format are included.
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SIST EN ISO 2789:2003
ISO 2789:2003(E)
3.2.12
electronic collection
all resources in electronic form in the library collection
NOTE The electronic collection includes databases, electronic serials and digital documents. Free Internet resources
which have been catalogued by the library in its OPAC or a database should be counted separately (see 6.2.15).
3.2.13
electronic serial
serial published in electronic form only or in both electronic and another format
NOTE Comprises serials held locally and remote resources for which access rights have been acquired, at least for a
certain period of time.
3.2.14
full-text database
collection of original texts (monographs, reports, journal articles, etc.), printed music, cartographic or graphic
documents
NOTE 1 Patents and electronic serials are excluded.
NOTE 2 A database with a mixture of full texts, moving images or sound and other items should be counted as a
full-text database.
3.2.15
government document
document published at government expense or as required by law or by an international agency (e.g. United
Nations, European Union and UNESCO)
NOTE Patents are dealt with in 3.2.26. Other government documents are counted in accordance with their format
(see B.3.3.).
3.2.16
graphic document
print document in which pictorial representation is the most prominent feature
NOTE This is pictorial rather than linguistic, musical or cartographic in form. It includes art prints, art originals, art
reproductions, photographs, posters, study prints, technical drawings, etc., but excludes graphic items in codex form or in
microform, audiovisual and electronic form.
3.2.17
library collection
all documents provided by a library for its users
NOTE 1 Comprises documents held locally and remote resources for which permanent or temporary access rights
have been acquired.
NOTE 2 Access rights may be acquired by the library itself, by a consortium and/or through external funding.
NOTE 3 Acquisition is to be understood as deliberately selecting a document, securing access rights and including it in
the OPAC or other databases of the library. Interlibrary lending and document delivery are excluded.
NOTE 4 Does not include links to Internet resources for which the library has not secured access rights by legal
agreements (e.g. legal deposit right), license or other contractual and/or cooperative agreement. Free Internet resources
which have been catalogued by the library in its OPAC or a database should be counted separately (see 6.2.15).
3.2.18
manuscript
original document that is handwritten or in typescript
NOTE Bound volumes and other units (fragments, rolls, autographs, etc.) may be counted separately.
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SIST EN ISO 2789:2003
ISO 2789:2003(E)
3.2.19
microform
photographic document requiring magnification when used
NOTE 1 Adapted from ISO 5127:2001.
NOTE 2 Microfiche and microfilm are included.
NOTE 3 Slides and similar documents are counted as audiovisual documents.
3.2.20
monograph
publication in print or non-print form, either complete in one volume or complete, or intended to be completed,
in a finite number of volumes
[ISO 5127:2001]
3.2.21
monographic series
number of monographs related to other monographs through the addition of a collective title
[ISO 9707:1991]
3.2.22
multimedia document
document combining different information media, text, graphics, photos, video, audio, in digital format
NOTE Multimedia documents are counted according to their main features or purposes e.g. as a database, an
electronic serial or a digital document.
3.2.23
newspaper
serial, which contains news on current events of special or general interest, the individual parts of which are
listed chronologically or numerically and usually appear at least once a week
NOTE Electronic newspapers are included.
3.2.24
other database
database containing descriptive information or numeric data that is usually consulted for specific pieces of
information rather than read consecutively, e.g. directories, encyclopaedias, dictionaries, statistical tables and
figures, and/or collections of scientific formulae
3.2.25
other digital document
digital document other than an eBook, networked audiovisual document or electronic patent, e.g. report,
preprint, cartographic or music document, etc. in electronic format
3.2.26
other library document
non-electronic document or item other than a book, serial, manuscript, printed music document, microform,
cartographic, audiovisual, graphic document, patent separately specified in this International Standard
NOTE This includes items such as dioramas and other three-dimensional documents, games, toys, etc. Documents
in Braille are counted as print documents.
3.2.27
patent
government document granting an inventor the sole right to
...