ISO/DIS 2789

SLOVENSKI STANDARD
oSIST ISO/DIS 2789:2021
01-december-2021
Informatika in dokumentacija - Mednarodna statistika za knjižnice
Information and documentation -- International library statistics
Information et documentation -- Statistiques internationales de bibliothèques
Ta slovenski standard je istoveten z: ISO/DIS 2789
ICS:
01.140.20 Informacijske vede Information sciences
oSIST ISO/DIS 2789:2021 en

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

Foreword .......................................................................................................................................................................... V

Introduction .................................................................................................................................................................... VI

1 Scope .................................................................................................................................................................... 1

3 Terms and definitions .................................................................................................................................... 1

3.1 Libraries .............................................................................................................................................................. 1

3.2 Library services and use ............................................................................................................................... 4

3.3 Collections ....................................................................................................................................................... 10

3.4 Access and facilities ..................................................................................................................................... 17

3.5 Management ................................................................................................................................................... 19

3.6 Funding and expenditure .......................................................................................................................... 20

3.7 Library staff .................................................................................................................................................... 21

4 Current tasks of libraries ........................................................................................................................... 21

4.1 General ............................................................................................................................................................. 21

4.2 Types of libraries .......................................................................................................................................... 22

4.3 Changes in user activities .......................................................................................................................... 22

5 Uses and benefits of statistics .................................................................................................................. 23

5.1 Background ..................................................................................................................................................... 23

5.2 Developments in library practice ........................................................................................................... 24

5.3 Selection of statistics for the library ...................................................................................................... 24

5.4 Use of statistics .............................................................................................................................................. 24

5.5 Presenting statistics to stakeholders .................................................................................................... 25

6 Reporting statistical data........................................................................................................................... 26

6.1 General ............................................................................................................................................................. 26

6.2 Time period to which data refer ............................................................................................................. 26

6.3 Data estimated by sample ......................................................................................................................... 26

7 Collecting statistical data ........................................................................................................................... 26

7.1 Libraries ........................................................................................................................................................... 26

7.2 Services and use ............................................................................................................................................ 29

7.3 Collection ......................................................................................................................................................... 38

7.4 Access and facilities ..................................................................................................................................... 45

7.5 Management ................................................................................................................................................... 47

7.6 Funding and expenditure (during the reporting period) .............................................................. 48

7.7 Library staff (at the end of the reporting period) ............................................................................. 50

Annex A (normative) Recommended categories for further statistical analysis .................................. 54

A.1 General ............................................................................................................................................................. 54

A.2 Extensions of given categories already defined in the main standard ...................................... 54

A.2.1 Library use and users .................................................................................................................................. 54

A.2.2 Collections and expenditure ..................................................................................................................... 56

A.2.3 Access and facilities ..................................................................................................................................... 57

A.3 Further categories (not included in the main text of this International Standard) ............. 58

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

A.3.1 Introduction ................................................................................................................................................... 58

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

A.3.2 Doctoral dissertations ................................................................................................................................ 58

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

Foreword .......................................................................................................................................................................... V

Introduction .................................................................................................................................................................... VI

1 Scope .................................................................................................................................................................... 1

3 Terms and definitions .................................................................................................................................... 1

3.1 Libraries .............................................................................................................................................................. 1

3.2 Library services and use ............................................................................................................................... 4

3.3 Collections ....................................................................................................................................................... 10

3.4 Access and facilities ..................................................................................................................................... 17

3.5 Management ................................................................................................................................................... 19

3.6 Funding and expenditure .......................................................................................................................... 20

3.7 Library staff .................................................................................................................................................... 21

4 Current tasks of libraries ........................................................................................................................... 21

4.1 General ............................................................................................................................................................. 21

4.2 Types of libraries .......................................................................................................................................... 22

4.3 Changes in user activities .......................................................................................................................... 22

5 Uses and benefits of statistics .................................................................................................................. 23

5.1 Background ..................................................................................................................................................... 23

5.2 Developments in library practice ........................................................................................................... 24

5.3 Selection of statistics for the library ...................................................................................................... 24

5.4 Use of statistics .............................................................................................................................................. 24

5.5 Presenting statistics to stakeholders .................................................................................................... 25

6 Reporting statistical data........................................................................................................................... 26

6.1 General ............................................................................................................................................................. 26

6.2 Time period to which data refer ............................................................................................................. 26

6.3 Data estimated by sample ......................................................................................................................... 26

7 Collecting statistical data ........................................................................................................................... 26

7.1 Libraries ........................................................................................................................................................... 26

7.2 Services and use ............................................................................................................................................ 29

7.3 Collection ......................................................................................................................................................... 38

7.4 Access and facilities ..................................................................................................................................... 45

7.5 Management ................................................................................................................................................... 47

7.6 Funding and expenditure (during the reporting period) .............................................................. 48

7.7 Library staff (at the end of the reporting period) ............................................................................. 50

Annex A (normative) Recommended categories for further statistical analysis .................................. 54

A.1 General ............................................................................................................................................................. 54

A.2 Extensions of given categories already defined in the main standard ...................................... 54

A.2.1 Library use and users .................................................................................................................................. 54

A.2.2 Collections and expenditure ..................................................................................................................... 56

A.2.3 Access and facilities ..................................................................................................................................... 57

A.3 Further categories (not included in the main text of this International Standard) ............. 58

A.3.1 Introduction ................................................................................................................................................... 58

A.3.2 Doctoral dissertations ................................................................................................................................ 58

A.3.3 Government documents ............................................................................................................................ 58

A.3.4 Rare materials collection .......................................................................................................................... 58

A.3.5 Indexing ........................................................................................................................................................... 59

A.3.6 Documents in digital preservation repositories ............................................................................... 59

A.3.8 Publishing activities of libraries ............................................................................................................. 59

A.3.9 Services for schools and pre-schools .................................................................................................... 59

Annex C (informative) Methods and problems of measuring digital usage……………..…………………84

Bibliography ................................................................................................................................................................. 95

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

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the

different types of ISO documents should be noted. This document was drafted in accordance with the

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. Details of

any patent rights identified during the development of the document will be in the Introduction and/or

Any trade name used in this document is information given for the convenience of users and does not

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/

This document was prepared by Technical Committee ISO/TC 46, Information and documentation,

Any feedback or questions on this document should be directed to the user’s national standards body. A

This sixth edition cancels and replaces the fifth edition (ISO 2789:2013), which has been technically

revised to overcome problems in the practical application of ISO 2789:2013 and to take account of the

This International Standard provides guidance to the library and information services community on

Clauses 3 and 7 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 7

recommends how each of these elements should be counted. Users will need to consult both clauses for

This International Standard includes definitions and counting procedures for all types of resources and

It is recognized that not all measures specified in this International Standard can be collected by

libraries of different types and sizes. To give greater completeness, several additional measures

(important for some sectors only) are described in Annex A. The aim is to ensure that, where a

Annex B is important for the compilation and publication of national statistics so that they can be truly

As the use of digital library services has become a main issue for showing the role and impact of

libraries, Annex C has been added, giving an overview of methods for measuring digital usage.

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, it is advisable

that libraries collect all data named in this International Standard that concern their activities.

Developments in relation to this International Standard will be monitored and additional statistical

This International Standard specifies rules for the library and information services community on the

— to ensure conformity between countries for those statistical measures that are frequently used by

— to encourage good practice in the use of statistics for the management of library and information

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements 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 11799:2015, Information and documentation — Document storage requirements for archive and

ISO/TR 14873: 2013, Information and documentation — Statistics and quality issues for web archiving

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

library whose primary function is to cover the information needs of learning and research

Note 1 to entry: This includes libraries of institutions of higher education and general research libraries.

any independent library, or group of libraries, under a single directorate or a single administration

Note 1 to entry: The term "independent" does not imply legal or financial independence but only that the

Note 2 to entry: The administrative unit can be a single library or a larger organization, typically containing a

central/main library, branch libraries and administrative functions. See the Example in 7.1.1.

part of a larger administrative unit providing, in separate quarters, a service for a particular user group

Note 1 to entry: Institute, departmental and other affiliated libraries are included. Mobile libraries and external

usually that part or those parts of an administrative unit where centralized functions of administration,

Note 1 to entry: An administrative unit comprising several branch libraries does not necessarily include a

point away from library premises at which a certain service is regularly offered to users

Note 1 to entry: 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 people’s homes,

Note 2 to entry: This includes service points that offer digital services, but no print collections.

Note 3 to entry: Mobile libraries and their stops are not counted as external service points.

Note 4 to entry: A simple computer connection to a place outside the library (e.g. in a students' residence hall)

organization, or part of an organization, the main aim of which is to facilitate the use of such

information resources, services and facilities as are required to meet the informational, research,

Note 1 to entry: The supply of the required information resources can be accomplished by building and

Note 2 to entry: These are the basic requirements for a library and do not exclude any additional resources and

library whose primary function is to serve students, academic and professional staff in universities and

library, sometimes a division of a public library, using transport means, motorized or not, to provide

documents and services directly to users as an alternative to access on library premises

library that is responsible for acquiring and conserving copies of all relevant documents published in

Note 1 to entry: 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

Note 2 to entry: The definition of "national library" allows for more than one national library in a country.

general library that is open to the public and that serves the whole population of a local or regional

Note 1 to entry: A public library is defined as open to the public, even if its services are primarily intended for a

particular part of the population to be served, such as children, visually impaired persons, or hospital patients. 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 and services provided to public libraries in a region by a regional

library attached to all types of schools below the third (tertiary) level of education whose primary

Note 2 to entry: This includes libraries and resource collections in all educational institutions below the third

level, which can be described as "Colleges", "Colleges of Further Education", "Vocational Institutes", etc.

independent library covering one discipline or particular field of knowledge or a special regional