Information and documentation -- International library statistics

ISO 2789:2013 specifies rules 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.

Information et documentation -- Statistiques internationales de bibliothèques

L'ISO 2789:2013 fournit des rčgles ŕ la communauté des bibliothčques et des services d'information pour la collecte et la présentation de statistiques: en vue de l'établissement de synthčses sur le plan international; pour assurer la conformité entre pays de mesures statistiques fréquemment utilisées par les gestionnaires de bibliothčques sans pour autant servir ŕ l'établissement de synthčses internationales; pour encourager une bonne pratique des statistiques dans la gestion des bibliothčques et des services d'information.

Informatika in dokumentacija - Mednarodna statistika za knjižnice

Ta mednarodni standard določa pravila za skupnost knjižnic in informacijskih storitev za zbiranje in poročanje statistike: – za namene mednarodnega poročanja; – za zagotavljanje skladnosti med državami za tiste statistične ukrepe, ki jih pogosto uporabljajo vodje knjižnic in ki ne ustrezajo mednarodnemu poročanju; – za spodbujanje dobre prakse pri uporabi statistike za vodenje knjižnic in informacijskih storitev.

General Information

Status
Published
Publication Date
20-Aug-2013
Current Stage
6060 - International Standard published
Start Date
05-Aug-2013
Completion Date
21-Aug-2013

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INTERNATIONAL ISO
STANDARD 2789
Fifth edition
2013-09-01
Information and documentation —
International library statistics
Information et documentation — Statistiques internationales de
bibliothèques
Reference number
ISO 2789:2013(E)
ISO 2013
---------------------- Page: 1 ----------------------
ISO 2789:2013(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2013

All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form

or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior

written permission. Permission can be requested from either ISO at the address below or ISO’s member body in the country of

the requester.
ISO copyright office
Case postale 56 • CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail copyright@iso.org
Web www.iso.org
Published in Switzerland
ii © ISO 2013 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 2789:2013(E)
Contents Page

Foreword ........................................................................................................................................................................................................................................iv

Introduction ..................................................................................................................................................................................................................................v

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

2 Terms and definitions ..................................................................................................................................................................................... 1

2.1 Libraries ........................................................................................................................................................................................................ 1

2.2 Library services and use ................................................................................................................................................................. 4

2.3 Collections ................................................................................................................................................................................................10

2.4 Access and facilities .........................................................................................................................................................................17

2.5 Management ...........................................................................................................................................................................................19

2.6 Funding and expenditure ............................................................................................................................................................20

2.7 Library staff ............................................................................................................................................................................................21

3 Current tasks of libraries ..........................................................................................................................................................................22

3.1 General ........................................................................................................................................................................................................22

3.2 Types of libraries................................................................................................................................................................................22

3.3 Changes in user activities ...........................................................................................................................................................23

4 Uses and benefits of statistics ..............................................................................................................................................................24

4.1 Background .............................................................................................................................................................................................24

4.2 Developments in library practice .........................................................................................................................................24

4.3 Selection of statistics for the library ......... .........................................................................................................................25

4.4 Use of statistics ....................................................................................................................................................................................25

4.5 Presenting statistics to stakeholders ................................................................................................................................26

5 Reporting statistical data .........................................................................................................................................................................26

5.1 General ........................................................................................................................................................................................................26

5.2 Time period to which data refer ...........................................................................................................................................27

5.3 Data estimated by sample ..........................................................................................................................................................27

6 Collecting statistical data .........................................................................................................................................................................27

6.1 Libraries .....................................................................................................................................................................................................27

6.2 Services and use ..................................................................................................................................................................................29

6.3 Collection ..................................................................................................................................................................................................39

6.4 Access and facilities .........................................................................................................................................................................46

6.5 Management ...........................................................................................................................................................................................48

6.6 Funding and expenditure (during the reporting period) ................................................................................49

6.7 Library staff (at the end of the reporting period) ..................................................................................................51

Annex A (informative) Recommended categories for further statistical analysis .............................................55

Annex B (informative) Grossing up .....................................................................................................................................................................62

Annex C (informative) Alphabetical index ...................................................................................................................................................64

Bibliography .............................................................................................................................................................................................................................71

© ISO 2013 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO 2789:2013(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.

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

editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).

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

on the ISO list of patent declarations received (see www.iso.org/patents).

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

constitute an endorsement.

For an explanation on the meaning of ISO specific terms and expressions related to conformity

assessment, as well as information about ISO’s adherence to the WTO principles in the Technical Barriers

to Trade (TBT) see the following URL: Foreword - Supplementary information

The committee responsible for this document is ISO/TC 46, Information and documentation, Subcommittee

SC 8, Quality — Statistics and performance evaluation.

This fifth edition cancels and replaces the fourth edition (ISO 2789:2006), which has been technically

revised to overcome problems in the practical application of ISO 2789:2006 and to take account of the

new developments in library services.
iv © ISO 2013 – All rights reserved
---------------------- Page: 4 ----------------------
ISO 2789:2013(E)
Introduction

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

the collection and reporting of statistics.

Clauses 2 and 6 form the core of this International Standard. Clause 2 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.

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

services that libraries offer to their users. The former Annex A, including definitions and procedures

for electronic resources and services, has been integrated into the main part of the standard, as these

resources and services have become a normal part of library activities.

In order to explain the reasons for incorporating a number of new library services into this International

Standard, Clause 3 has been added to describe the current tasks of libraries.

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 particular statistic is

collected, the same definitions and methods are used.

Annex B 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, 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

measures will be incorporated as needed.
An alphabetical index is given in Annex C.
© ISO 2013 – All rights reserved v
---------------------- Page: 5 ----------------------
INTERNATIONAL STANDARD ISO 2789:2013(E)
Information and documentation — International library
statistics
1 Scope

This International Standard specifies rules 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.
2 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
2.1 Libraries
2.1.1
academic library

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.

2.1.2
administrative unit

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 library

is a recognizably separate unit, typically within a larger organization.

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 6.1.1.

2.1.3
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 1 to entry: Institute, departmental and other affiliated libraries are included. Mobile libraries and external

service points are excluded.
2.1.4
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 1 to entry: An administrative unit comprising several branch libraries does not necessarily include a

central library.
© ISO 2013 – All rights reserved 1
---------------------- Page: 6 ----------------------
ISO 2789:2013(E)
2.1.5
external service point

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, community

centres, collections for hospital patients.

Note 2 to entry: This includes service points that offer electronic 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) is

not counted as an external service point.
2.1.6
library

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, educational,

cultural or recreational needs of its users

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

a collection and/or by organizing access to information resources.

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

services incidental to its main purpose.
2.1.7
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 1 to entry: It may also serve the general public.
2.1.8
mobile library

library, sometimes a division of a public library, using transport means to provide documents and

services directly to users as an alternative to access on library premises
Note 1 to entry: Adapted from ISO 5127:2001.
2.1.9
national library

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

the country in which the library is located

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

and development service; etc.

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

2 © ISO 2013 – All rights reserved
---------------------- Page: 7 ----------------------
ISO 2789:2013(E)
2.1.10
public library

general library that is open to the public and 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 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

organization.
2.1.11
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 to entry: A school library may also serve the general public.

Note 2 to entry: 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.

2.1.12
special library

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

Note 1 to entry: The term “special library” includes libraries primarily serving a specific category of users, or

primarily devoted to a specific form of document, and libraries sponsored by an organization to serve its own

work-related objectives.

Note 2 to entry: The statistics of special libraries should be collected and presented separately for those in the

areas given in 2.1.12.1 to 2.1.12.7 (differentiated according to funding institutions).

2.1.12.1
government library

library maintained to serve any government service, department or agency, or parliament, including

both international, national and local (regional) government organizations
2.1.12.2
health-service library
medical library

library which serves health-service professionals in hospitals or elsewhere, whether in the private or

public sector

Note 1 to entry: Pharmaceutical company libraries should be included under 2.1.12.4.

Note 2 to entry: These libraries may also include materials for patients.
2.1.12.3
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
2.1.12.4
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 1 to entry: The term “industrial and commercial library” includes libraries maintained by information and

management consultants, manufacturing and service industries and libraries of commercial legal practices.

© ISO 2013 – All rights reserved 3
---------------------- Page: 8 ----------------------
ISO 2789:2013(E)
2.1.12.5
media library

library serving media and publishing firms and organizations, including newspapers, publishers,

broadcasting, film and television
2.1.12.6
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
2.1.12.7
other special library
any library not included elsewhere
EXAMPLE Library within voluntary organizations, museums, religious institutions.
2.1.13
storage library

library whose primary function is to store less-used material from other administrative units

Note 1 to entry: Storage libraries that are part of or administrated by another library (e.g. national or regional

library) are excluded.

Note 2 to entry: Libraries whose stock remains the possession of the storing libraries are excluded. The collections

and their use are counted with the proprietary libraries.
2.2 Library services and use
2.2.1
access
successful request of a library-provided online service

Note 1 to entry: An access is one cycle of user activities that typically starts when a user connects to a library-

provided online service and ends by a terminating activity that is either explicit (by leaving the database through

log-out or exit) or implicit (timeout due to user inactivity).
Note 2 to entry: Accesses to the library website are counted as virtual visits.

Note 3 to entry: Requests of a general entrance or gateway page should be excluded.

Note 4 to entry: If possible, requests by search engines should be excluded.
2.2.2
active borrower
registered user who has borrowed at least one item during the reporting period

Note 1 to entry: This count underrates the number of active users, but is still for many libraries the only

manageable measure.
2.2.3
active user

registered user who has visited or made use of library facilities or services during the reporting period

Note 1 to entry: This includes active borrowers.

Note 2 to entry: This may include the use of electronic library services, if it is possible to identify electronic use

and virtual visits of the individual user, or if data can be obtained by means of surveys.

Note 3 to entry: If a library identifies non-registered active users, e. g. by surveys, these should be counted separately.

4 © ISO 2013 – All rights reserved
---------------------- Page: 9 ----------------------
ISO 2789:2013(E)
2.2.4
blog
weblog

web page that provides frequent continuing publication of web links and/or comments on a particular

topic or subject (broad or narrow in scope), often in the form of short entries arranged in reverse

chronological order, the most recently added piece of information appearing first

Note 1 to entry: The information can be written or collected by the site owner or contributed by users.

2.2.5
blog post
entry in a blog
2.2.6
download

successful request of a content unit from a library-provided online service or other internet service

2.2.7
electronic document delivery, mediated

electronic transmission of a document or part of a document from the library collection to a user,

mediated by library staff, not necessarily via another library

Note 1 to entry: Electronic transmission of documents to members of the population to be served is included. Fax

transmission is excluded.

Note 2 to entry: May be split up as to transmission with or without charge to the user.

Note 3 to entry: Unmediated downloading by users from the electronic collection of the library is excluded.

Note 4 to entry: The forms of lending and delivery services defined in this International Standard are shown in Table 1.

Table 1 — Forms of lending and delivery services
Supplier Library Document supplier
Recipient User Other library User (via library)
Original Loan ILL EDS
Print copy Loan ILL EDS
Time-limited: EDD EDS
Transmission
Loan
format
Electronic
No time limit:
EDD
ILL: Interlibrary lending.
EDD: Electronic document delivery (mediated).
EDS: External document supply.
2.2.8
electronic service

library service delivered via electronic means, whether from local servers or provided via networks

Note 1 to entry: Electronic library services include the online catalogue, the library website, the electronic

collection, electronic lending, electronic document delivery (mediated), electronic reference service, user

training by electronic means, services for mobile devices, services for interactive use (including services on social

networks), and Internet access offered via the library.

Note 2 to entry: This does not include booking physical services (e.g. rooms or library tours) by electronic means.

© ISO 2013 – All rights reserved 5
---------------------- Page: 10 ----------------------
ISO 2789:2013(E)
2.2.9
event

pre-arranged activity with cultural, educational, social, political, scholarly, or other intent

EXAMPLE Exhibitions, author visits, literary discussions, workshops.
Note 1 to entry: Adapted from ISO/TR 28118:2009

Note 2 to entry: Only events arranged by the library on its own or in partnership with other institutions are

included, whether inside or outside the library premises. Events inside the library premises organized by

institutions outside the library without the library’s cooperation are excluded.
Note 3 to entry: User training lessons and library tours are excluded.

Note 4 to entry: Ongoing programs are included. Each session of a program is counted as one event.

Note 5 to entry: Virtual events are included.
2.2.10
exhibition
time-limited display of objects, organized or co-organized by the library

Note 1 to entry: Exhibitions can take place inside or outside the library premises.

2.2.11
external document supply

document or part of it, in print or electronic form, delivered from outside the library collection by non-

library suppliers (not through interlibrary lending) with the library being involved in the transaction

and/or the payment

Note 1 to entry: It is irrelevant whether a number of individual transactions are paid per view or a certain number

of transactions have been prepaid.

Note 2 to entry: The forms of lending and delivery services defined in this International Standard are shown in Table 1.

2.2.12
external user
user of a library who does not belong to that library’s population to be served
2.2.13
informational question
directional and/or administrative inquiry delivered to library staff

Note 1 to entry: This includes e.g. questions for locating staff or facilities, questions regarding opening times and

registering procedures and questions about handling equipment such as printers or computer terminals.

Note 2 to entry: The question can be delivered personally or by means of telephone, regular mail, fax or electronic

media (via email, the library website or other networked communication mechanisms).

Note 3 to entry: For reference questions, see 2.2.26
2.2.14
in-house use

use of documents on the premises having been taken by a user from open access stock

Note 1 to entry: In-house use includes browsing at the shelves in the sense of a short investigation of the contents,

but excludes looking at the side or spine titles only for selecting material.
2.2.15
interactive library service

online library service with social software that facilitates a bidirectional exchange of information among

users or between users and the library
6 © ISO 2013 – All rights reserved
---------------------- Page: 11 ----------------------
ISO 2789:2013(E)
2.2.16
interlibrary loan

loan of a document in its physical form or delivery of a document, or part of it, in copied form, from one

library to another which is not under the same administration

Note 1 to entry: Mediated transmission of documents in electronic form is counted as electronic document delivery.

Note 2 to entry: The forms of lending and delivery services defined in this International Standard are shown in Table 1.

2.2.17
Internet access

Internet connection by a user from a workstation owned by the library or from a user’s private computer

in the library via the library’s network

Note 1 to entry: Internet accesses can only be counted if users have registered or authenticated themselves when

accessing the Internet.

Note 2 to entry: Internet access via a user’s private computer (e.g. laptop or handheld) via the library’s wireless

network inside the library should be counted and reported separately.
2.2.18
library website

unique domain on the Internet consisting of a collection of web pages that is published by a library to

provide access to the library’s services and resources

Note 1 to entry: The pages of a website are usually interconnected by the use of hypertext links.

Note 2 to entry: Excludes documents that fit the definitions of electronic collection and free Internet resources

that may be linked from the library website.
Note 3 to entry: Excludes web ser
...

SLOVENSKI STANDARD
SIST ISO 2789:2013
01-november-2013
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 2789:2013
ICS:
01.140.20 Informacijske vede Information sciences
SIST ISO 2789:2013 en,fr,de

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

---------------------- Page: 1 ----------------------
SIST ISO 2789:2013
---------------------- Page: 2 ----------------------
SIST ISO 2789:2013
INTERNATIONAL ISO
STANDARD 2789
Fifth edition
2013-09-01
Information and documentation —
International library statistics
Information et documentation — Statistiques internationales de
bibliothèques
Reference number
ISO 2789:2013(E)
ISO 2013
---------------------- Page: 3 ----------------------
SIST ISO 2789:2013
ISO 2789:2013(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2013

All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form

or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior

written permission. Permission can be requested from either ISO at the address below or ISO’s member body in the country of

the requester.
ISO copyright office
Case postale 56 • CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail copyright@iso.org
Web www.iso.org
Published in Switzerland
ii © ISO 2013 – All rights reserved
---------------------- Page: 4 ----------------------
SIST ISO 2789:2013
ISO 2789:2013(E)
Contents Page

Foreword ........................................................................................................................................................................................................................................iv

Introduction ..................................................................................................................................................................................................................................v

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

2 Terms and definitions ..................................................................................................................................................................................... 1

2.1 Libraries ........................................................................................................................................................................................................ 1

2.2 Library services and use ................................................................................................................................................................. 4

2.3 Collections ................................................................................................................................................................................................10

2.4 Access and facilities .........................................................................................................................................................................17

2.5 Management ...........................................................................................................................................................................................19

2.6 Funding and expenditure ............................................................................................................................................................20

2.7 Library staff ............................................................................................................................................................................................21

3 Current tasks of libraries ..........................................................................................................................................................................22

3.1 General ........................................................................................................................................................................................................22

3.2 Types of libraries................................................................................................................................................................................22

3.3 Changes in user activities ...........................................................................................................................................................23

4 Uses and benefits of statistics ..............................................................................................................................................................24

4.1 Background .............................................................................................................................................................................................24

4.2 Developments in library practice .........................................................................................................................................24

4.3 Selection of statistics for the library ......... .........................................................................................................................25

4.4 Use of statistics ....................................................................................................................................................................................25

4.5 Presenting statistics to stakeholders ................................................................................................................................26

5 Reporting statistical data .........................................................................................................................................................................26

5.1 General ........................................................................................................................................................................................................26

5.2 Time period to which data refer ...........................................................................................................................................27

5.3 Data estimated by sample ..........................................................................................................................................................27

6 Collecting statistical data .........................................................................................................................................................................27

6.1 Libraries .....................................................................................................................................................................................................27

6.2 Services and use ..................................................................................................................................................................................29

6.3 Collection ..................................................................................................................................................................................................39

6.4 Access and facilities .........................................................................................................................................................................46

6.5 Management ...........................................................................................................................................................................................48

6.6 Funding and expenditure (during the reporting period) ................................................................................49

6.7 Library staff (at the end of the reporting period) ..................................................................................................51

Annex A (informative) Recommended categories for further statistical analysis .............................................55

Annex B (informative) Grossing up .....................................................................................................................................................................62

Annex C (informative) Alphabetical index ...................................................................................................................................................64

Bibliography .............................................................................................................................................................................................................................71

© ISO 2013 – All rights reserved iii
---------------------- Page: 5 ----------------------
SIST ISO 2789:2013
ISO 2789:2013(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.

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

editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).

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

on the ISO list of patent declarations received (see www.iso.org/patents).

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

constitute an endorsement.

For an explanation on the meaning of ISO specific terms and expressions related to conformity

assessment, as well as information about ISO’s adherence to the WTO principles in the Technical Barriers

to Trade (TBT) see the following URL: Foreword - Supplementary information

The committee responsible for this document is ISO/TC 46, Information and documentation, Subcommittee

SC 8, Quality — Statistics and performance evaluation.

This fifth edition cancels and replaces the fourth edition (ISO 2789:2006), which has been technically

revised to overcome problems in the practical application of ISO 2789:2006 and to take account of the

new developments in library services.
iv © ISO 2013 – All rights reserved
---------------------- Page: 6 ----------------------
SIST ISO 2789:2013
ISO 2789:2013(E)
Introduction

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

the collection and reporting of statistics.

Clauses 2 and 6 form the core of this International Standard. Clause 2 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.

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

services that libraries offer to their users. The former Annex A, including definitions and procedures

for electronic resources and services, has been integrated into the main part of the standard, as these

resources and services have become a normal part of library activities.

In order to explain the reasons for incorporating a number of new library services into this International

Standard, Clause 3 has been added to describe the current tasks of libraries.

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 particular statistic is

collected, the same definitions and methods are used.

Annex B 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, 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

measures will be incorporated as needed.
An alphabetical index is given in Annex C.
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SIST ISO 2789:2013
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SIST ISO 2789:2013
INTERNATIONAL STANDARD ISO 2789:2013(E)
Information and documentation — International library
statistics
1 Scope

This International Standard specifies rules 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.
2 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
2.1 Libraries
2.1.1
academic library

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.

2.1.2
administrative unit

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 library

is a recognizably separate unit, typically within a larger organization.

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 6.1.1.

2.1.3
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 1 to entry: Institute, departmental and other affiliated libraries are included. Mobile libraries and external

service points are excluded.
2.1.4
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 1 to entry: An administrative unit comprising several branch libraries does not necessarily include a

central library.
© ISO 2013 – All rights reserved 1
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SIST ISO 2789:2013
ISO 2789:2013(E)
2.1.5
external service point

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, community

centres, collections for hospital patients.

Note 2 to entry: This includes service points that offer electronic 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) is

not counted as an external service point.
2.1.6
library

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, educational,

cultural or recreational needs of its users

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

a collection and/or by organizing access to information resources.

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

services incidental to its main purpose.
2.1.7
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 1 to entry: It may also serve the general public.
2.1.8
mobile library

library, sometimes a division of a public library, using transport means to provide documents and

services directly to users as an alternative to access on library premises
Note 1 to entry: Adapted from ISO 5127:2001.
2.1.9
national library

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

the country in which the library is located

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

and development service; etc.

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

2 © ISO 2013 – All rights reserved
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SIST ISO 2789:2013
ISO 2789:2013(E)
2.1.10
public library

general library that is open to the public and 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 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

organization.
2.1.11
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 to entry: A school library may also serve the general public.

Note 2 to entry: 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.

2.1.12
special library

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

Note 1 to entry: The term “special library” includes libraries primarily serving a specific category of users, or

primarily devoted to a specific form of document, and libraries sponsored by an organization to serve its own

work-related objectives.

Note 2 to entry: The statistics of special libraries should be collected and presented separately for those in the

areas given in 2.1.12.1 to 2.1.12.7 (differentiated according to funding institutions).

2.1.12.1
government library

library maintained to serve any government service, department or agency, or parliament, including

both international, national and local (regional) government organizations
2.1.12.2
health-service library
medical library

library which serves health-service professionals in hospitals or elsewhere, whether in the private or

public sector

Note 1 to entry: Pharmaceutical company libraries should be included under 2.1.12.4.

Note 2 to entry: These libraries may also include materials for patients.
2.1.12.3
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
2.1.12.4
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 1 to entry: 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 ISO 2789:2013
ISO 2789:2013(E)
2.1.12.5
media library

library serving media and publishing firms and organizations, including newspapers, publishers,

broadcasting, film and television
2.1.12.6
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
2.1.12.7
other special library
any library not included elsewhere
EXAMPLE Library within voluntary organizations, museums, religious institutions.
2.1.13
storage library

library whose primary function is to store less-used material from other administrative units

Note 1 to entry: Storage libraries that are part of or administrated by another library (e.g. national or regional

library) are excluded.

Note 2 to entry: Libraries whose stock remains the possession of the storing libraries are excluded. The collections

and their use are counted with the proprietary libraries.
2.2 Library services and use
2.2.1
access
successful request of a library-provided online service

Note 1 to entry: An access is one cycle of user activities that typically starts when a user connects to a library-

provided online service and ends by a terminating activity that is either explicit (by leaving the database through

log-out or exit) or implicit (timeout due to user inactivity).
Note 2 to entry: Accesses to the library website are counted as virtual visits.

Note 3 to entry: Requests of a general entrance or gateway page should be excluded.

Note 4 to entry: If possible, requests by search engines should be excluded.
2.2.2
active borrower
registered user who has borrowed at least one item during the reporting period

Note 1 to entry: This count underrates the number of active users, but is still for many libraries the only

manageable measure.
2.2.3
active user

registered user who has visited or made use of library facilities or services during the reporting period

Note 1 to entry: This includes active borrowers.

Note 2 to entry: This may include the use of electronic library services, if it is possible to identify electronic use

and virtual visits of the individual user, or if data can be obtained by means of surveys.

Note 3 to entry: If a library identifies non-registered active users, e. g. by surveys, these should be counted separately.

4 © ISO 2013 – All rights reserved
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SIST ISO 2789:2013
ISO 2789:2013(E)
2.2.4
blog
weblog

web page that provides frequent continuing publication of web links and/or comments on a particular

topic or subject (broad or narrow in scope), often in the form of short entries arranged in reverse

chronological order, the most recently added piece of information appearing first

Note 1 to entry: The information can be written or collected by the site owner or contributed by users.

2.2.5
blog post
entry in a blog
2.2.6
download

successful request of a content unit from a library-provided online service or other internet service

2.2.7
electronic document delivery, mediated

electronic transmission of a document or part of a document from the library collection to a user,

mediated by library staff, not necessarily via another library

Note 1 to entry: Electronic transmission of documents to members of the population to be served is included. Fax

transmission is excluded.

Note 2 to entry: May be split up as to transmission with or without charge to the user.

Note 3 to entry: Unmediated downloading by users from the electronic collection of the library is excluded.

Note 4 to entry: The forms of lending and delivery services defined in this International Standard are shown in Table 1.

Table 1 — Forms of lending and delivery services
Supplier Library Document supplier
Recipient User Other library User (via library)
Original Loan ILL EDS
Print copy Loan ILL EDS
Time-limited: EDD EDS
Transmission
Loan
format
Electronic
No time limit:
EDD
ILL: Interlibrary lending.
EDD: Electronic document delivery (mediated).
EDS: External document supply.
2.2.8
electronic service

library service delivered via electronic means, whether from local servers or provided via networks

Note 1 to entry: Electronic library services include the online catalogue, the library website, the electronic

collection, electronic lending, electronic document delivery (mediated), electronic reference service, user

training by electronic means, services for mobile devices, services for interactive use (including services on social

networks), and Internet access offered via the library.

Note 2 to entry: This does not include booking physical services (e.g. rooms or library tours) by electronic means.

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SIST ISO 2789:2013
ISO 2789:2013(E)
2.2.9
event

pre-arranged activity with cultural, educational, social, political, scholarly, or other intent

EXAMPLE Exhibitions, author visits, literary discussions, workshops.
Note 1 to entry: Adapted from ISO/TR 28118:2009

Note 2 to entry: Only events arranged by the library on its own or in partnership with other institutions are

included, whether inside or outside the library premises. Events inside the library premises organized by

institutions outside the library without the library’s cooperation are excluded.
Note 3 to entry: User training lessons and library tours are excluded.

Note 4 to entry: Ongoing programs are included. Each session of a program is counted as one event.

Note 5 to entry: Virtual events are included.
2.2.10
exhibition
time-limited display of objects, organized or co-organized by the library

Note 1 to entry: Exhibitions can take place inside or outside the library premises.

2.2.11
external document supply

document or part of it, in print or electronic form, delivered from outside the library collection by non-

library suppliers (not through interlibrary lending) with the library being involved in the transaction

and/or the payment

Note 1 to entry: It is irrelevant whether a number of individual transactions are paid per view or a certain number

of transactions have been prepaid.

Note 2 to entry: The forms of lending and delivery services defined in this International Standard are shown in Table 1.

2.2.12
external user
user of a library who does not belong to that library’s population to be served
2.2.13
informational question
directional and/or administrative inquiry delivered to library staff

Note 1 to entry: This includes e.g. questions for locating staff or facilities, questions regarding opening times and

registering procedures and questions about handling equipment such as printers or computer terminals.

Note 2 to entry: The question can be delivered personally or by means of telephone, regular mail, fax or electronic

media (via email, the library website or other networked communication mechanisms).

Note 3 to entry: For reference questions, see 2.2.26
2.2.14
in-house use

use of documents on the premises having been taken by a user from open access stock

Note 1 to entry: In-house use includes browsing at the shelves in the sense of a short investigation of the contents,

but excludes looking at the side or spine titles only for selecting material.
2.2.15
interactive library service

online library service with social software that facilitates a bidirectional exchange of information among

users or between users and the library
6 © ISO 2013 – All rights reserved
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SIST ISO 2789:2013
ISO 2789:2013(E)
2.2.16
interlibrary loan

loan of a document in its physical form or delivery of a document, or part of it, in copied form, from one

library to another which is not under the same administration

Note 1 to entry: Mediated transmission of documents in electronic form is counted as electronic document delivery.

Note 2 to entry: The forms of lending and delivery services defined in this International Standard are shown i

...

NORME ISO
INTERNATIONALE 2789
Cinquième édition
2013-09-01
Information et documentation —
Statistiques internationales de
bibliothèques
Information and documentation — International library statistics
Numéro de référence
ISO 2789:2013(F)
ISO 2013
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ISO 2789:2013(F)
DOCUMENT PROTÉGÉ PAR COPYRIGHT
© ISO 2013

Droits de reproduction réservés. Sauf indication contraire, aucune partie de cette publication ne peut être reproduite ni utilisée

sous quelque forme que ce soit et par aucun procédé, électronique ou mécanique, y compris la photocopie, l’affichage sur

l’internet ou sur un Intranet, sans autorisation écrite préalable. Les demandes d’autorisation peuvent être adressées à l’ISO à

l’adresse ci-après ou au comité membre de l’ISO dans le pays du demandeur.
ISO copyright office
Case postale 56 • CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail copyright@iso.org
Web www.iso.org
Version française parue en 2014
Publié en Suisse
ii © ISO 2013 – Tous droits réservés
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ISO 2789:2013(F)
Sommaire Page

Avant-propos ..............................................................................................................................................................................................................................iv

Introduction ..................................................................................................................................................................................................................................v

1 Domaine d’application ................................................................................................................................................................................... 1

2 Termes et définitions ....................................................................................................................................................................................... 1

2.1 Bibliothèques ........................................................................................................................................................................................... 1

2.2 Usage et services de bibliothèque .......................................................................................................................................... 5

2.3 Collections ................................................................................................................................................................................................12

2.4 Accès et installations ......................................................................................................................................................................20

2.5 Gestion ........................................................................................................................................................................................................21

2.6 Financement et dépenses ...........................................................................................................................................................23

2.7 Personnel de la bibliothèque ...................................................................................................................................................23

3 Missions actuelles des bibliothèques ..........................................................................................................................................24

3.1 Généralités ...............................................................................................................................................................................................24

3.2 Types de bibliothèques .................................................................................................................................................................25

3.3 Évolutions des pratiques des usagers ..............................................................................................................................25

4 Utilisation et avantages des statistiques ..................................................................................................................................26

4.1 Contexte .....................................................................................................................................................................................................26

4.2 Progrès de la bibliothéconomie .............................................................................................................................................27

4.3 Sélection de statistiques pour la bibliothèque .........................................................................................................28

4.4 Usage des statistiques ....................................................................................................................................................................28

4.5 Présentation des statistiques aux parties intéressées .......................................................................................29

5 Présentation des données statistiques ......................................................................................................................................30

5.1 Généralités ...............................................................................................................................................................................................30

5.2 Période de référence des données ......................................................................................................................................30

5.3 Données estimées par échantillon ......................................................................................................................................30

6 Recueil des données statistiques .....................................................................................................................................................30

6.1 Bibliothèques ........................................................................................................................................................................................30

6.2 Services et usage ................................................................................................................................................................................33

6.3 Collection ..................................................................................................................................................................................................43

6.4 Accès et installations ......................................................................................................................................................................50

6.5 Gestion ........................................................................................................................................................................................................52

6.6 Financement et dépenses (au cours de la période de référence) ............................................................54

6.7 Personnel de la bibliothèque (à la fin de la période de référence) .........................................................56

Annexe A (informative) Catégories recommandées pour des analyses

statistiques complémentaires .............................................................................................................................................................60

Annexe B (informative) Extrapolations ..........................................................................................................................................................67

Annexe C (informative) Index ...................................................................................................................................................................................70

Bibliographie ...........................................................................................................................................................................................................................77

© ISO 2013 – Tous droits réservés iii
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ISO 2789:2013(F)
Avant-propos

L’ISO (Organisation internationale de normalisation) est une fédération mondiale d’organismes

nationaux de normalisation (comités membres de l’ISO). L’élaboration des Normes internationales est

en général confiée aux comités techniques de l’ISO. Chaque comité membre intéressé par une étude

a le droit de faire partie du comité technique créé à cet effet. Les organisations internationales,

gouvernementales et non gouvernementales, en liaison avec l’ISO participent également aux travaux.

L’ISO collabore étroitement avec la Commission électrotechnique internationale (CEI) en ce qui concerne

la normalisation électrotechnique.

Les procédures utilisées pour élaborer le présent document et celles destinées à sa mise à jour sont

décrites dans les Directives ISO/CEI, Partie 1. Il convient, en particulier, de prendre note des différents

critères d’approbation requis pour les différents types de documents ISO. Le présent document a été

rédigé conformément aux règles de rédaction données dans les Directives ISO/CEI, Partie 2 (voir www.

iso.org/directives).

L’attention est appelée sur le fait que certains des éléments du présent document peuvent faire l’objet de

droits de propriété intellectuelle ou de droits analogues. L’ISO ne saurait être tenue pour responsable de

ne pas avoir identifié de tels droits de propriété et averti de leur existence. Les détails concernant les

références aux droits de propriété intellectuelle ou autres droits analogues identifiés lors de l’élaboration

du document sont indiqués dans l’Introduction et/ou dans la liste des déclarations de brevets reçues par

l’ISO (voir www.iso.org/patents).

Les appellations commerciales éventuellement mentionnées dans le présent document sont données

pour information, par souci de commodité, à l’intention des utilisateurs et ne sauraient constituer un

engagement.

Pour une explication de la signification des termes et expressions spécifiques de l’ISO liés à l’évaluation

de la conformité, ou pour toute information au sujet de l’adhésion de l’ISO aux principes de l’OMC

concernant les obstacles techniques au commerce (OTC), voir le lien suivant: Foreword - Supplementary

information

Le comité chargé de l’élaboration du présent document est l’ISO/TC 46, Information et documentation,

Sous-comité SC 8, Qualité - Statistiques et évaluation de la performance.

Cette cinquième édition annule et remplace la quatrième édition (ISO 2789:2006), qui a fait l’objet d’une

révision technique pour pallier les problèmes d’application practique de l’ISO 2789:2006 et tenir compte

des nouveaux développements en matière de services de bibliothèque.
iv © ISO 2013 – Tous droits réservés
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ISO 2789:2013(F)
Introduction

La présente Norme internationale fournit des règles à la communauté des bibliothèques et des services

d’information pour la collecte et la présentation de statistiques.

Les Articles 2 et 6 forment le cœur de la présente Norme internationale. L’Article 2 fournit les définitions

de la plupart des éléments composant le service d’une bibliothèque; ces définitions ne s’appliquent que

dans une perspective statistique. L’Article 6 indique comment compter chacun des éléments définis. Il

est nécessaire que les utilisateurs consultent les deux articles pour disposer d’une vue complète.

La présente Norme internationale comprend les définitions et les procédures de comptage pour tous les

types de ressources et de services que les bibliothèques proposent à leurs usagers. L’ancienne Annexe A,

comprenant les définitions et les procédures relatives aux ressources et services électroniques, a

été incorporée dans le corps du texte de la norme dans la mesure où ces ressources et services font

désormais partie intégrante des activités de bibliothèque.

Afin d’expliciter les raisons de l’insertion d’un certain nombre de nouveaux services de bibliothèque

dans la présente Norme internationale, l’Article 3 a été ajouté pour décrire les missions actuelles des

bibliothèques.

Il va sans dire que l’ensemble des données définies dans la présente Norme internationale ne peuvent

être collectées par des bibliothèques de types ou de tailles différents. À titre de complément, l’Annexe A

décrit des données supplémentaires (qui n’ont d’importance que dans certains cas uniquement). L’objectif

visé est de garantir que lorsque l’on collecte une donnée statistique particulière, on utilise toujours les

mêmes définitions et les mêmes méthodes.

L’Annexe B est importante pour recueillir et publier des statistiques nationales qui soient véritablement

comparables entre les pays et dans le temps.

On ne peut satisfaire la forte demande de description et de diffusion de l’activité des bibliothèques que si

la collecte des données dans les bibliothèques suit les lignes de la présente Norme internationale. Autant

que possible, il est recommandé que les bibliothèques collectent toutes les données de leur activité citées

dans la présente Norme internationale.

Les développements en rapport avec la présente Norme internationale seront supervisés et de nouvelles

mesures statistiques seront incorporées en fonction des besoins.
Un index est donné à l’Annexe C.
© ISO 2013 – Tous droits réservés v
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NORME INTERNATIONALE ISO 2789:2013(F)
Information et documentation — Statistiques
internationales de bibliothèques
1 Domaine d’application

La présente Norme internationale fournit des règles à la communauté des bibliothèques et des services

d’information pour la collecte et la présentation de statistiques:
— en vue de l’établissement de synthèses sur le plan international;

— pour assurer la conformité entre pays de mesures statistiques fréquemment utilisées par les

gestionnaires de bibliothèques sans pour autant servir à l’établissement de synthèses internationales;

— pour encourager une bonne pratique des statistiques dans la gestion des bibliothèques et des

services d’information.
2 Termes et définitions

Pour les besoins du présent document, les termes et définitions suivants s’appliquent.

2.1 Bibliothèques
2.1.1
bibliothèque universitaire et de recherche

bibliothèque dont la fonction principale est de répondre aux besoins documentaires pour la formation

et la recherche

Note 1 à l’article: Cela comprend les bibliothèques d’établissement d’enseignement supérieur et les bibliothèques

de recherche en général.
2.1.2
unité administrative

bibliothèque indépendante ou groupe de bibliothèques relevant d’une direction ou d’une administration

unique

Note 1 à l’article: Le terme «indépendant» n’implique pas une indépendance juridique ou financière mais seulement

le fait que la bibliothèque est une unité identifiée comme distincte, par exemple au sein d’une organisation plus

grande.

Note 2 à l’article: L’unité administrative peut être une bibliothèque unique ou une organisation plus importante

comprenant une bibliothèque centrale/principale, des bibliothèques annexes ou des succursales et des services

administratifs. Voir l’Exemple en 6.1.1.
2.1.3
bibliothèque annexe

partie d’une unité administrative plus grande, offrant dans un local distinct un service de bibliothèque

pour un groupe particulier d’usagers (par exemple une bibliothèque pour la jeunesse, une bibliothèque

de faculté) ou pour un public localement défini

Note 1 à l’article: Les bibliothèques d’instituts, de départements et les autres bibliothèques affiliées sont incluses.

Les bibliothèques mobiles et les points de desserte extérieurs sont exclus.
© ISO 2013 – Tous droits réservés 1
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ISO 2789:2013(F)
2.1.4
bibliothèque centrale

habituellement, la partie ou les parties d’une unité administrative dans lesquelles se trouvent les

principales fonctions administratives et l’essentiel des collections et des services

Note 1 à l’article: Une unité administrative comprenant plusieurs bibliothèques annexes ne comprend pas

nécessairement de bibliothèque centrale.
2.1.5
point de desserte extérieur

point de desserte à l’extérieur des locaux de la bibliothèque où un service déterminé est régulièrement

offert aux usagers

Note 1 à l’article: Sont compris des lieux, dans un secteur géographique, dans lesquels des documents de la

bibliothèque sont déposés pour un usage informel au sein d’un groupe restreint d’usagers, mais sans autre

prestation de bibliothèque, par exemple des maisons de retraite, des maisons de quartier, des collections pour les

patients des hôpitaux.

Note 2 à l’article: Cela comprend les points de desserte qui offrent des services électroniques, sans collections

imprimées.

Note 3 à l’article: Les points d’arrêt des bibliothèques mobiles ne sont pas comptés comme des points de desserte

extérieurs.

Note 4 à l’article: Une simple connexion informatique à la bibliothèque depuis un lieu extérieur (par exemple une

résidence universitaire) n’est pas comptée comme un point de desserte extérieur.
2.1.6
bibliothèque

organisation ou partie d’organisation, dont le but principal est de faciliter l’utilisation des ressources

documentaires, des services et des équipements adaptés aux besoins d’information, de recherche,

d’éducation, de culture et de loisirs de ses usagers

Note 1 à l’article: L’offre des ressources documentaires requises peut être assurée par la création et l’entretien

d’une collection et/ou par une organisation de l’accès aux ressources documentaires.

Note 2 à l’article: Ce sont les exigences fondamentales requises d’une bibliothèque qui n’excluent aucune ressource

et aucun service en complément de son objet principal.
2.1.7
bibliothèque d’établissement d’enseignement supérieur

bibliothèque ayant pour fonction principale de desservir les étudiants, le corps enseignant et le personnel

d’une université ou de tout autre établissement d’enseignement supérieur
Note 1 à l’article: Elle peut également desservir le grand public.
2.1.8
bibliothèque mobile
bibliobus

bibliothèque ou parfois service d’une bibliothèque publique, utilisant un véhicule spécialement aménagé

pour mettre directement à la disposition des usagers des documents et des services, comme alternative

à l’accès aux locaux de la bibliothèque
Note 1 à l’article: Adapté de l’ISO 5127:2001.
2 © ISO 2013 – Tous droits réservés
---------------------- Page: 7 ----------------------
ISO 2789:2013(F)
2.1.9
bibliothèque nationale

bibliothèque responsable de l’acquisition et de la conservation d’exemplaires de tous les documents

importants édités dans le pays dans lequel est située la bibliothèque

Note 1 à l’article: En règle générale, une bibliothèque nationale assume tout ou partie des fonctions suivantes:

établir la Bibliographie nationale; conserver et tenir à jour une collection étendue et représentative de la

production étrangère comprenant des documents concernant le pays; tenir le rôle de centre national d’information

bibliographique; établir des catalogues collectifs; superviser l’administration d’autres bibliothèques et/ou

promouvoir la coopération; coordonner un service de recherche et de développement; etc.

Note 2 à l’article: La définition de «bibliothèque nationale» autorise l’acception selon laquelle un pays peut en

compter plusieurs.
2.1.10
bibliothèque publique

bibliothèque générale qui est ouverte au public, qui dessert l’ensemble de la population d’une communauté

locale ou régionale et qui est habituellement financée, en totalité ou en partie, par des fonds publics

Note 1 à l’article: Une bibliothèque publique est définie comme étant ouverte au public même si ses services sont

principalement destinés à desservir une catégorie particulière de la population, telle que des enfants, des personnes

malvoyantes ou des patients hospitalisés. Ses services de base sont gratuits ou disponibles moyennant un droit

d’inscription. Cette définition comprend les services offerts aux écoles par l’organisation d’une bibliothèque

publique ainsi que les services fournis aux bibliothèques publiques d’une région par un organisme régional.

2.1.11
bibliothèque scolaire

bibliothèque dépendant d’établissements d’enseignement de tout type inférieur au niveau de

l’enseignement supérieur, dont la fonction principale est de desservir les élèves et enseignants de tels

établissements

Note 1 à l’article: Une bibliothèque scolaire peut également desservir le grand public.

Note 2 à l’article: Cela comprend les bibliothèques et les collections de tout établissement d’enseignement de niveau

inférieur à celui de l’enseignement supérieur, pouvant être qualifié d’«Établissement d’enseignement secondaire»,

de «Centre de formation continue», de «Lycée professionnel», etc.
2.1.12
bibliothèque spécialisée

bibliothèque indépendante couvrant une discipline ou un domaine particulier de la connaissance ou un

intérêt local spécifique

Note 1 à l’article: Ce terme comprend les bibliothèques desservant essentiellement une catégorie particulière

d’usagers ou concernant essentiellement une forme particulière de documents et les bibliothèques parrainées par

un organisme pour servir les besoins propres aux activités de celui-ci.

Note 2 à l’article: Il convient que les statistiques concernant les bibliothèques spécialisées soient recueillies et

présentées séparément selon les domaines définis de 2.1.12.1 à 2.1.12.7 (en fonction des types d’établissements

qui les financent).
2.1.12.1
bibliothèque d’administration

bibliothèque gérée pour desservir tout service administratif, ministère ou administration dépendant

du gouvernement ou du parlement, y compris les organisations gouvernementales internationales,

nationales ou locales (régionales)
© ISO 2013 – Tous droits réservés 3
---------------------- Page: 8 ----------------------
ISO 2789:2013(F)
2.1.12.2
bibliothèque de service de santé
bibliothèque médicale

bibliothèque qui dessert les professionnels des services de santé dans les hôpitaux ou ailleurs, que ce

soit dans le secteur privé ou public

Note 1 à l’article: Il convient de compter les bibliothèques des sociétés pharmaceutiques parmi celles spécifiées

en 2.1.12.4.

Note 2 à l’article: Ces bibliothèques peuvent également contenir des documents à l’intention des patients.

2.1.12.3
bibliothèque d’associations et d’organismes professionnels et savants

bibliothèque gérée par des associations professionnelles ou corporatives, des sociétés savantes, des

syndicats et d’autres structures similaires, dont la fonction principale est d’offrir des services aux

membres et praticiens d’une profession ou d’un métier particulier
2.1.12.4
bibliothèque du secteur industriel et commercial

bibliothèque de toute entreprise industrielle ou commerciale, gérée par l’organisme de tutelle pour

répondre aux besoins d’information de son personnel

Note 1 à l’article: Ce terme comprend les bibliothèques gérées par les consultants en information et en gestion,

par les industries des secteurs secondaires et tertiaires et les bibliothèques des professions juridiques libérales

commerciales.
2.1.12.5
bibliothèque du secteur de la communication

bibliothèque des sociétés et organismes du secteur de la communication et de l’édition, comprenant la

presse, l’édition, la radio, le cinéma et la télévision
2.1.12.6
bibliothèque régionale

bibliothèque d’importance majeure desservant une région particulière à l’intérieur d’un pays dont la

fonction principale ne peut être décrite comme celle d’une bibliothèque publique, scolaire ou universitaire

ni comme partie d’un réseau national de bibliothèques
2.1.12.7
autre bibliothèque spécialisée
toute bibliothèque non comprise ailleurs

EXEMPLE Bibliothèque d’organismes bénévoles, de musées, d’institutions religieuses.

2.1.13
silo de stockage

bibliothèque qui a pour fonction principale de stocker les documents les moins utilisés provenant

d’autres unités administratives

Note 1 à l’article: Les silos de stockage qui sont gérés par une autre bibliothèque ou en font partie (par exemple

bibliothèque nationale ou régionale) sont exclus.

Note 2 à l’article: Les bibliothèques dont les fonds restent propriété des bibliothèques déposantes sont exclues.

Dans ce cas, les collections et leur utilisation sont rattachées à la bibliothèque propriétaire.

4 © ISO 2013 – Tous droits réservés
---------------------- Page: 9 ----------------------
ISO 2789:2013(F)
2.2 Usage et services de bibliothèque
2.2.1
accès
requête réussie d’un service en ligne fourni par la bibliothèque

Note 1 à l’article: Un accès est un cycle d’activité de l’usager qui classiquement débute lorsque celui-ci se connecte

à un service en ligne fourni par la bibliothèque et qui se termine de façon explicite (en quittant la base de données

par une déconnexion ou par le menu quitter) ou implicite (déconnexion automatique après une période de non-

utilisation).

Note 2 à l’article: Les accès au site de la bibliothèque sont comptabilisés comme des visites virtuelles.

Note 3 à l’article: Il convient d’exclure les connexions à une page d’accueil ou à un portail.

Note 4 à l’article: Si possible, il convient d’exclure les recherches effectuées par les moteurs de recherche.

2.2.2
emprunteur actif

usager inscrit ayant emprunté au moins un document au cours de la période de référence

Note 1 à l’article: Ce décompte sous-estime le nombre d’usagers actifs mais il reste la seule mesure gérable pour

de nombreuses bibliothèques.
2.2.3
usager actif

usager inscrit qui est entré à la bibliothèque ou a utilisé ses équipements ou ses services au cours de la

période de référence
Note 1 à l’article: Cela comprend les emprunteurs actifs.

Note 2 à l’article: Cela peut comprendre l’utilisation des services électroniques s’il est possible d’identifier

l’utilisation électronique et les visites virtuelles de chaque usager, ou si des données peuvent être obtenues au

moyen d’enquêtes.

Note 3 à l’article: Si une bibliothèque identifie des usagers actifs non-inscrits, au cours d’enquêtes par exemple, il

convient de les compter séparément.
2.2.4
blogue

page sur l’internet utilisée pour la publication périodique et régulière de liens et/ou de commentaires

sur la toile rendant compte d’un thème ou d’un sujet particulier (de portée vaste ou limitée), souvent

constituée de courts articles classés par ordre chronologique inverse (les plus récents apparaissant en

premier)

Note 1 à l’article: Les informations peuvent être rédigées ou recueillies par le propriétaire du site ou apportées

par les usagers.
2.2.5
article de blogue
entrée sur un blogue
2.2.6
téléchargement

requête réussie d’une unité de contenu à partir d’un service en ligne fourni par la bibliothèque ou de tout

autre service de l’internet
© ISO 2013 – Tous droits réservés 5
---------------------- Page: 10 ----------------------
ISO 2789:2013(F)
2.2.7
fourniture électronique de document (accès indirect)
FED

transmission électronique d’un document ou d’un extrait de document, appartenant à la collection

de la bibliothèque, à un usager, par l’intermédiaire du personnel de la bibliothèque et qui n’est pas

nécessairement effectuée par le biais d’une autre bibliothèque

Note 1 à l’article: La transmission électronique de documents aux membres de la population à desservir est

comprise. La transmission par télécopie est exclue.

Note 2 à l’article: On peut distinguer deux catégories selon que la fourniture est gratuite ou payante pour l’usager.

Note 3 à l’article: Le téléchargement direct par l’usager à partir de la collection électronique de la bibliothèque est

exclu.

Note 4 à l’article: Les catégories de prêt et de fourniture de documents définies dans la présente Norme

internationale figurent dans le Tableau 1.
Tableau 1 — Catégories de prêt et de fourniture de documents
Fournisseur Bibliothèque Prestataire extérieur
Emprunteur Usager Autre biblio- Usager (via la bibliothèque)
thèque
Original Prêt PEB/PIB FDPSI
Copie impri- Prêt PEB/PIB FDPSI
mée
Format de
Durée limitée: FED FDPSI
transmission
Prêt
Électronique
Durée illimitée:
FED
PEB/PIB PEB: Prêt entre bibliothèques.
PIB: Prêt inter bibliothèques.
FED Fourniture électronique de document (accès indirect).
FDPSI Fourniture de document par un prestataire de service d’informations.
2.2.8
service électronique

service de bibliothèque fourni par voie électronique, par des serveurs locaux ou via les réseaux

Note 1 à l’article: Les services électroniques de bibliothèque comprennent le catalogue en ligne, le site de la

bibliothèque, la collection électronique, le prêt électronique, la fourniture électronique de document (par

l’intermédiaire de la bibliothèque), un service de référence électronique, la formation des usagers par des moyens

électroniques, les services pour les appareils mobiles, les services à usage interactif (y compris les services sur les

réseaux sociaux), et l’accès à l’internet proposé par la bibliothèque.

Note 2 à l’article: Cela ne comprend pas la réservation de services physiques (salles ou visites de la bibliothèque,

par exemple) par des moyens électroniques.
2.2.9
manifestation

activité pré-organisée à caractère savant, culturel, éducatif, social, politique ou autre

EXEMPLE Expositions, résidences d’auteur, discussions littéraires, ateliers.
Note 1 à l’article: Adapté de l’ISO/TR 28118:2009
6 © ISO 2013 – Tous droits réservés
---------------------- Page: 11 ----------------------
ISO 2789:2013(F)

Note 2 à l’article: Seules les manifestations organisées par la bibliothèque pour son propre compte ou en

par
...

SLOVENSKI SIST ISO 2789
STANDARD november 2013
Informatika in dokumentacija – Mednarodna statistika za knjižnice
Information and documentation – International library statistics
Information et documentation – Statistiques internationales de bibliothèques
Referenčna oznaka
ICS 01.140.20 SIST ISO 2789:2013 (sl)
Nadaljevanje na straneh od 2 do 72

© 2014-11. Slovenski inštitut za standardizacijo Razmnoževanje ali kopiranje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------
SIST ISO 2789 : 2013
NACIONALNI UVOD

Standard SIST ISO 2789 (sl), Informatika in dokumentacija – Mednarodna statistika za knjižnice,

2013, ima status slovenskega standarda in je istoveten mednarodnemu standardu ISO 2789:2013

(en), Information and documentation – International library statistics, 2013-08.
Ta standard nadomešča SIST ISO 2789:2010.
NACIONALNI PREDGOVOR

Mednarodni standard ISO 2789:2013 je pripravil pododbor tehničnega odbora Mednarodne

organizacije za standardizacijo ISO/TC 46/SC 8 Kakovost – Statistika in vrednotenje, potrdil ga je

odbor Mednarodne organizacije za standardizacijo ISO/TC 46 Dokumentacija.

Slovenski standard SIST ISO 2789:2013 je prevod mednarodnega standarda ISO 2789:2013. V

primeru spora glede besedila slovenskega prevoda je odločilen izvirni mednarodni standard v

angleškem jeziku. Slovenski prevod standarda je pripravil tehnični odbor SIST/TC IDT Informatika,

dokumentacija in splošna terminologija.

Odločitev za privzem tega standarda je 26. septembra 2013 sprejel tehnični odbor SIST/TC IDT

Informatika, dokumentacija in splošna terminologija.
ZVEZE S STANDARDI

S privzemom tega mednarodnega standarda veljajo za omejeni namen referenčnih standardov vsi

standardi, navedeni v izvirniku, razen standardov, ki so že sprejeti v nacionalno standardizacijo:

SIST ISO 11620 Informatika in dokumentacija – Kazalci uspešnosti knjižnic

SIST ISO/TR 20983 Informatika in dokumentacija – Kazalci uspešnosti elektronskih knjižničnih

storitev (razveljavljen)

SIST ISO 9707 Informatika in dokumentacija – Statistika proizvodnje in distribucije knjig,

časopisov, periodike in elektronskih publikacij
SIST ISO 5127 Informatika in dokumentacija – Slovar
OSNOVA ZA IZDAJO STANDARDA
– privzem standarda ISO 2789:2013
PREDHODNA IZDAJA

– SIST ISO 2789:2010, Informatika in dokumentacija – Mednarodna statistika za knjižnice

OPOMBI

– Povsod, kjer se v besedilu standarda uporablja izraz "mednarodni standard", v SIST ISO

2789:2013 to pomeni "slovenski standard".

– Nacionalni uvod, nacionalni predgovor in vsebinsko kazalo niso sestavni del standarda. Definicije

pojmov so povzete po mednarodnih standardih ISO 11620, Informatika in dokumentacija –

Kazalci uspešnosti knjižnic, ISO 5127, Informatika in dokumentacija – Slovar, in ISO 9707,

Informatika in dokumentacija – Statistika proizvodnje in distribucije knjig, časopisov, periodike in

elektronskih publikacij.
---------------------- Page: 2 ----------------------
SIST ISO 2789 : 2013
VSEBINA Stran

Predgovor .................................................................................................................................................4

Uvod .........................................................................................................................................................5

1 Področje uporabe ..................................................................................................................................6

2 Izrazi in definicije ...................................................................................................................................6

2.1 Knjižnice .............................................................................................................................................6

2.2 Knjižnične storitve in uporaba ............................................................................................................9

2.3 Zbirke................................................................................................................................................15

2.4 Dostop ter prostori in oprema...........................................................................................................22

2.5 Upravljanje........................................................................................................................................24

2.6 Financiranje in izdatki.......................................................................................................................25

2.7 Knjižnično osebje..............................................................................................................................26

3 Trenutne naloge knjižnic .....................................................................................................................27

3.1 Splošno.............................................................................................................................................27

3.2 Vrste knjižnic ....................................................................................................................................27

3.3 Spremembe v aktivnostih uporabnikov ............................................................................................28

4 Uporabe in prednosti statistik ..............................................................................................................29

4.1 Ozadje ..............................................................................................................................................29

4.2 Razvoj knjižnične prakse..................................................................................................................30

4.3 Izbor statistik za knjižnice.................................................................................................................30

4.4 Uporaba statistik...............................................................................................................................30

4.5 Predstavitev statistik deležnikom .....................................................................................................31

5 Poročanje o statističnih meritvah.........................................................................................................32

5.1 Splošno.............................................................................................................................................32

5.2 Časovno obdobje, na katerega se nanašajo podatki .......................................................................32

5.3 Podatki, zbrani z vzorčenjem ...........................................................................................................32

6 Zbiranje statističnih podatkov ..............................................................................................................32

6.1 Knjižnice ...........................................................................................................................................32

6.2 Storitve in uporaba ...........................................................................................................................34

6.3 Knjižnična zbirka...............................................................................................................................44

6.4 Dostop, prostori in oprema ...............................................................................................................50

6.5 Uprava .............................................................................................................................................52

6.6 Financiranje in izdatki (v poročevalskem obdobju) ..........................................................................54

6.7 Knjižnično osebje (ob koncu poročevalskega obdobja) ...................................................................56

Dodatek A (informativni): Priporočene kategorije za nadaljnje statistične analize.................................60

Dodatek B (informativni): Preračun na celotno populacijo .....................................................................66

Dodatek C (informativni): Abecedni slovar slovenskih izrazov in abecedni slovar angleških izrazov....68

Literatura ................................................................................................................................................72

---------------------- Page: 3 ----------------------
SIST ISO 2789 : 2013
Predgovor

ISO (Mednarodna organizacija za standardizacijo) je svetovna zveza nacionalnih organov za

standarde (članov ISO). Mednarodne standarde ponavadi pripravljajo tehnični odbori ISO. Vsak član,

ki želi delovati na določenem področju, za katero je bil ustanovljen tehnični odbor, ima pravico biti

zastopan v tem odboru. Pri delu sodelujejo mednarodne vladne in nevladne organizacije, povezane z

ISO. V vseh zadevah, ki so povezane s standardizacijo na področju elektrotehnike, ISO tesno

sodeluje z Mednarodno elektrotehniško komisijo (IEC).

Postopki, uporabljeni pri razvoju tega dokumenta, ter postopki, namenjeni za njegovo nadaljnje

vzdrževanje, so opisani v Direktivah ISO/IEC, 1. del. Upoštevana naj bodo še posebej različna merila

za odobritev, ki se uporabljajo za različne vrste dokumentov ISO. Ta dokument je bil pripravljen v

skladu z uredniškimi pravili v Direktivah ISO/IEC, 2. del (glej tudi www.iso.org/directives).

Opozoriti je treba na možnost, da je lahko nekaj elementov tega mednarodnega standarda predmet

patentnih pravic. ISO ne prevzema odgovornosti za ugotavljanje katerih koli ali vseh takih patentnih

pravic. Podrobnosti vseh patentnih pravic, ki se pojavijo v tem dokumentu, bodo navedene v Uvodu

in/ali na seznamu patentnih prijav ISO (glej www.iso.org/patents).

Vsaka blagovna znamka, uporabljena v tem dokumentu, služi le kot informacija uporabnikom za lažje

razumevanje in ne pomeni njenega promoviranja.

Za razlago pomena določenih terminov in izrazov ISO, povezanih z ocenjevanjem skladnosti, ter za

informacije o ISO-vem upoštevanju načel WTO o tehničnih ovirah pri trgovanju (TBT) (WTO principles

in the Technical Barriers to Trade (TBT)) glej naslednji URL: Foreword - Supplementary information.

Za ta dokument je odgovoren tehnični odbor ISO/TC 46 Informatika in dokumentacija, pododbor SC 8

Kakovost – Statistika in vrednotenje uspešnosti.

Ta peta izdaja preklicuje in nadomešča četrto izdajo (ISO 2789:2006), ki je bila tehnično revidirana, da

bi bile prepoznane in premagane težave, ki so se pojavile pri praktični uporabi ISO 2789:2006, in da bi

bil upoštevan nov razvoj elektronskih storitev knjižnic.
---------------------- Page: 4 ----------------------
SIST ISO 2789 : 2013
Uvod

Ta mednarodni standard daje napotke za zbiranje in posredovanje statističnih podatkov, ki se

nanašajo na ponudnike knjižničnih in informacijskih storitev.

Točki 2 in 6 predstavljata jedro tega mednarodnega standarda. V točki 2 so opredeljene definicije za

večino elementov, ki sestavljajo knjižnične storitve; te definicije so namenjene izključno za potrebe

statistike. Točka 6 vsebuje priporočila, kako naj se vsak od teh elementov šteje. Da bi si uporabniki

lahko ustvarili celotno sliko, morajo upoštevati obe točki.

Ta mednarodni standard vključuje definicije in postopke za štetje vseh vrst virov in storitev, ki jih

knjižnice nudijo svojim uporabnikom. Nekdanji dodatek A, vključno z vsemi definicijami in postopki za

elektronske vire in storitve, je bil vključen v osrednji del standarda, saj so ti viri in storitve postali

običajen del aktivnosti knjižnice.

Točka 3, ki opisuje trenutne naloge knjižnic, je bila temu dokumentu dodana za pojasnitev razlogov za

vključitev številnih novih knjižničnih storitev v ta mednarodni standard.

Razumljivo je, da knjižnice različnih vrst in velikosti ne morejo izvesti vseh meritev, določenih v tem

mednarodnem standardu. Za zagotovitev večje usklajenosti so v dodatku A opisane nekatere dodatne

meritve (pomembne le za nekatere sektorje). Namen je doseči rabo enakih definicij in metod tudi pri

posebnem načinu zbiranja statističnih podatkov.

Dodatek B ima pomembno vlogo pri zbiranju in objavljanju nacionalnih statistik, da jih je tako dejansko

mogoče primerjati med državami in v daljšem časovnem obdobju.

Stroge zahteve za popisovanje in objavljanje aktivnosti knjižnic je mogoče izpolniti samo, če so pri

zbiranju podatkov v knjižnicah upoštevana določila tega mednarodnega standarda. Če je le mogoče,

je priporočljivo, da knjižnice zbirajo vse podatke, navedene v tem mednarodnem standardu, ki se

nanašajo na njihove aktivnosti.

Razvoj na področju tega mednarodnega standarda bo spremljan in hkrati bodo v standard po potrebi

vključene morebitne dodatne statistične meritve.
Abecedni seznam je podan v dodatku C.
---------------------- Page: 5 ----------------------
SIST ISO 2789 : 2013
Informatika in dokumentacija – Mednarodna statistika za knjižnice
1 Področje uporabe

Ta mednarodni standard določa pravila za ponudnike knjižničnih in informacijskih storitev, ki se

nanašajo na zbiranje in posredovanje statističnih podatkov:
– za namen mednarodnega poročanja,

– za zagotovitev skladnosti med državami za tiste statistične meritve, ki jih vodstvo knjižnic pogosto

izvaja, vendar niso ustrezne za mednarodno poročanje,

– za spodbujanje dobre prakse pri uporabi statistike za upravljanje knjižničnih in informacijskih

storitev.
2 Izrazi in definicije
V tem dokumentu so uporabljeni naslednji izrazi in definicije.
2.1 Knjižnice
2.1.1
visokošolska knjižnica

knjižnica, katere primarna funkcija je pokrivanje informacijskih potreb za izobraževalne in raziskovalne

namene

OPOMBA 1: Vključene so knjižnice visokošolskih izobraževalnih ustanov in splošne (univerzalne) knjižnice.

2.1.2
administrativna enota

vsaka samostojna knjižnica ali skupina knjižnic z enotnim vodstvom ali pod isto upravo

OPOMBA 1: Izraz ''samostojna'' se ne nanaša na pravno ali finančno neodvisnost, ampak zgolj na dejstvo, da je knjižnica

organizacijsko samostojna enota, navadno znotraj večje organizacije.

OPOMBA 2: Administrativna enota je lahko posamezna knjižnica ali večja organizacija, ki navadno združuje osrednjo/glavno

knjižnico, podružnične knjižnice in administracijo. Glej primer v točki 6.1.1.
2.1.3
podružnična knjižnica

del večje administrativne enote, ki na ločeni lokaciji izvaja storitve za posamezno skupino uporabnikov

(npr. za otroke, za profesorje) ali za lokalne uporabnike

OPOMBA 1: Vključene so knjižnice inštitutov, oddelčne in druge priključene knjižnice. Potujoče knjižnice in izposojevališča

niso vključeni.
2.1.4
osrednja knjižnica
glavna knjižnica

navadno tisti del ali tisti deli administrativne enote, kjer se izvajajo glavne upravne funkcije in kjer se

nahajajo pomembni deli knjižnične zbirke in storitev

OPOMBA 1: Administrativna enota, ki obsega več podružničnih knjižnic, ne vključuje nujno tudi osrednje/glavne knjižnice.

2.1.5
izposojevališče

lokacija zunaj knjižničnih prostorov, na kateri se v rednih časovnih presledkih izvajajo določene

storitve za uporabnike

OPOMBA 1: Vključeni so prostori, v katerih je shranjeno knjižnično gradivo, namenjeno neformalni izposoji omejeni

skupini uporabnikov, vendar brez drugih knjižničnih storitev, na primer domovi za ostarele, centri lokalne

skupnosti, zbirke za paciente bolnišnic itd.
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SIST ISO 2789 : 2013

OPOMBA 2 Vključena so izposojevališča, ki nudijo elektronske storitve, ne pa tudi tiskanega gradiva.

OPOMBA 3: Potujoče knjižnice in njihova postajališča se ne štejejo za izposojevališče.

OPOMBA 4: Enostavne povezave računalnika do prostora zunaj knjižnice (na primer v študentskem domu) se ne štejejo

za izposojevališče.
2.1.6
knjižnica

organizacija ali del organizacije, katere osrednji namen je zagotavljati dostop do uporabe

informacijskih virov, storitev in pripomočkov, ki so potrebni za zadovoljevanje informacijskih,

raziskovalnih, izobraževalnih, kulturnih ali rekreacijskih potreb njenih uporabnikov

OPOMBA 1: Zagotavljanje zahtevanih informacijskih virov je mogoče doseči z izgradnjo in vzdrževanjem zbirke in/ali z

organizacijo dostopa do informacijskih virov.

OPOMBA 2: To so osnovne zahteve za knjižnico in ne izključujejo kakšnih dodatnih virov in storitev, ki se pridružujejo

njenemu glavnemu namenu.
2.1.7
knjižnica visokošolske izobraževalne ustanove

knjižnica, katere primarna funkcija je namenjena študentom ter akademskemu in strokovnemu osebju

na univerzah ter drugih institucijah izobraževanja na tretji (terciarni) in višjih ravneh

OPOMBA 1: Knjižnica lahko služi tudi splošni javnosti.
2.1.8
potujoča knjižnica

knjižnica, včasih oddelek splošne knjižnice, ki neposredni dostop uporabnikov do knjižničnega gradiva

in storitev zagotavlja z uporabo prevoznih sredstev kot alternativo dostopanja do knjižničnih prostorov

OPOMBA 1: Prirejeno po ISO 5127:2001.
2.1.9
nacionalna knjižnica

knjižnica, ki je odgovorna za pridobivanje in shranjevanje izvodov vsega pomembnega knjižničnega

gradiva v državi, v kateri je locirana

OPOMBA 1: Nacionalna knjižnica navadno izvaja eno ali vse naslednje funkcije: izdeluje nacionalno bibliografijo; hrani in

posodablja obširno in reprezentativno zbirko tuje literature, vključno z gradivom, ki se nanaša na državo; deluje

kot nacionalni bibliografski informacijski center; vzdržuje vzajemne kataloge; nadzoruje upravljanje drugih

knjižnic in/ali spodbuja sodelovanje med njimi; usmerja raziskovalne in razvojne storitve itd.

OPOMBA 2: Definicija "nacionalna knjižnica" dopušča več kot eno nacionalno knjižnico v eni državi.

2.1.10
splošna knjižnica

splošna knjižnica, ki je javno dostopna in je namenjena celotni populaciji lokalne ali regionalne

skupnosti ter je navadno delno ali v celoti financirana iz javnih sredstev

OPOMBA 1: Splošna knjižnica je definirana kot javno dostopna, čeprav so njene storitve primarno namenjene določeni

skupini potencialnih uporabnikov, kot so otroci, slepi in slabovidni ali pacienti bolnišnice. Njene osnovne

storitve so lahko brezplačne ali dostopne s subvencionirano članarino. Ta definicija vključuje storitve, ki jih

organizacija splošnih knjižnic nudi šolam v regiji, ter storitve, ki jih regionalna organizacija nudi splošnim

knjižnicam v regiji.
2.1.11
šolska knjižnica

knjižnica, ki deluje v vseh vrstah šol pod tretjo (terciarno) ravnjo izobraževanja, katere primarna

funkcija je nuditi storitve učencem in učiteljem na takšni šoli
OPOMBA 1: Šolska knjižnica lahko nudi storitve tudi splošni populaciji.

OPOMBA 2: Vključene so tudi knjižnice in zbirke virov v vseh izobraževalnih institucijah pod terciarno ravnjo, ki jih je mogoče

poimenovati z nazivi, kot so "višja šola", "višja šola za dopolnilno izobraževanje", "ljudska univerza" itd.

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SIST ISO 2789 : 2013
2.1.12
specialna knjižnica

samostojna knjižnica, ki pokriva eno disciplino ali določeno področje znanja oziroma specialni

regionalni interes

OPOMBA 1: Izraz "specialna knjižnica" vključuje knjižnice, ki so primarno namenjene specializirani skupini uporabnikov ali se

primarno posvečajo določeni obliki gradiva, ter knjižnice, ki jih sponzorirajo določene organizacije, da služijo

njenim lastnim potrebam, povezanim z njenim delovanjem.

OPOMBA 2: Statistični podatki o delu specialnih knjižnic naj se zbirajo in prikazujejo ločeno od tistih knjižnic, ki so navedene

v točkah od 2.1.12.1 do 2.1.12.7 (zaradi razlikovanja po viru financiranja ustanov).

2.1.12.1
vladna knjižnica

knjižnica, namenjena kateri koli vladni službi, oddelku, agenciji ali parlamentu, vključno z

mednarodnimi, nacionalnimi in lokalnimi vladnimi organizacijami
2.1.12.2
knjižnica s področja zdravstva
medicinska knjižnica

knjižnica, ki je namenjena strokovnemu medicinskemu osebju v bolnišnicah ali drugje, tako v javnem

kot v zasebnem sektorju
OPOMBA 1: Knjižnice farmacevtskih družb so navadno vključene pod točko 2.1.12.4.
OPOMBA 2: Te knjižnice lahko vključujejo tudi gradiva za paciente.
2.1.12.3
knjižnica strokovnih in znanstvenih institucij in združenj

knjižnica, ki jo upravljajo strokovna ali profesionalna združenja, učne ustanove, sindikati ali podobne

organizacije, katere primarna naloga je zagotavljati storitve članom in sodelavcem določene specifične

panoge ali poklica
2.1.12.4
knjižnica s področja industrije in trgovine

knjižnica katere koli industrijske ali poslovne družbe, ki služi informacijskim potrebam osebja,

zaposlenega v organizaciji, ki jo je ustanovila

OPOMBA 1: Izraz "knjižnica s področja industrije in trgovine" vključuje knjižnice, ki jih upravljajo informacijski in poslovni

svetovalci, knjižnice na področju proizvodne in storitvene industrije ter knjižnice s področja trgovine.

2.1.12.5
mediateka

knjižnica, ki je namenjena medijskim in založniškim podjetjem in organizacijam, vključno s časopisnimi

hišami, založniki, radijskimi programi, filmom in televizijo
2.1.12.6
regionalna knjižnica

glavna knjižnica, ki služi določeni regiji, vendar njene primarne funkcije ni mogoče opisati niti kot

splošna, šolska ali visokošolska knjižnica niti kot del nacionalne knjižnične mreže

2.1.12.7
druga specialna knjižnica
katera koli knjižnica, ki ni vključena nikjer drugje
PRIMER: Knjižnice prostovoljnih organizacij, muzejev, religioznih institucij.
2.1.13
depozitna knjižnica

knjižnica, katere primarna funkcija je hraniti manj rabljeno gradivo iz drugih administrativnih enot

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SIST ISO 2789 : 2013

OPOMBA 1: Depozitne knjižnice, ki so del ali pod upravo drugih knjižnic (na primer nacionalne ali regionalne knjižnice), niso

vključene.

OPOMBA 2: Knjižnice, katerih zbirka preide v last depozitne knjižnice, tu niso vključene. Zbirke in njihova uporaba se štejejo

k lastniški knjižnici.
2.2 Knjižnične storitve in uporaba
2.2.1
dostop
uspešna zahteva po spletni storitvi, ki jo zagotavlja knjižnica

OPOMBA 1: Dostop je en cikel uporabnikove aktivnosti, ki se navadno začne, ko se uporabnik poveže s spletno storitvijo, ki

jo zagotavlja knjižnica, ter se konča s prekinitvijo aktivnosti, ki je bodisi eksplicitna (z zapustitvijo podatkovne

zbirke preko odjave ali izhoda) bodisi implicitna (pretečen čas zaradi uporabnikove neaktivnosti).

OPOMBA 2: Dostopi do spletnega mesta knjižnice se štejejo za virtualni obisk.

OPOMBA 3: Zahteve po dostopu do splošne vstopne strani ali portala naj se izključijo.

OPOMBA 4: Samodejne zahteve spletnih iskalnikov naj se izključijo, kadar je to mogoče.

2.2.2
aktivni izposojevalec

registrirani uporabnik, ki si je v poročevalskem obdobju izposodil vsaj eno enoto gradiva

OPOMBA 1: Ta način štetja sicer zmanjšuje dejansko število aktivnih uporabnikov, vendar za številne knjižnice še vedno

predstavlja edino obvladljivo meritev.
2.2.3
aktivni uporabnik

registrirani uporabnik, ki je v poročevalskem obdobju obiskal knjižnico ali uporabil knjižnično opremo

ali storitve
OPOMBA 1: Aktivni izposojevalci so vključeni.

OPOMBA 2: Uporaba elektronskih storitev knjižnice je lahko vključena, če je mogoče identificirati elektronsko rabo in

virtualne obiske posameznega uporabnika oziroma če je podatke mogoče pridobiti z raziskavami.

OPOMBA 3: Kadar knjižnica s pomočjo raziskav identificira neregistrirane aktivne uporabnike, naj se štejejo ločeno.

2.2.4
blog
spletni dnevnik

spletna stran, ki zagotavlja pogosto neprekinjeno objavljanje na spletni povezavi in/ali komentiranje

določenih tem ali vsebin (na splošno ali na nekem področju), pogosto v obliki kratkih vpisov,

razvrščenih v obratnem časovnem zaporedju, pri čemer najnovejši del doda informacije k prvotni

objavi

OPOMBA 1: Posamezno informacijo lahko napiše ali zbere lastnik spletne strani, lahko pa jo prispevajo uporabniki spletne

strani.
2.2.5
objava na blogu
vpis na blog
2.2.6
prevzem podatkov

uspešno izpolnjena zahteva po vsebinski enoti iz spletne storitve, ki jo zagotavlja knjižnica, ali iz druge

internetne storitve
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SIST ISO 2789 : 2013
2.2.7
elektronska dostava dokumentov (posredovana)

elektronsko posredovanje dokumenta ali dela dokumenta iz knjižnične zbirke uporabniku, ki ga izvede

knjižnično osebje; ni nujno, da poteka s posredovanjem druge knjižnice

OPOMBA 1: Elektronsko posredovanje dokumentov potencialnim uporabnikom je vključeno. Posredovanje po faksu je

izključeno.
OPOMBA 2: Storitev je lahko za uporabnika brezplačna ali plačljiva.

OPOMBA 3: Prevzem podatkov iz zbirke elektronskih virov knjižnice, ki ga uporabnik izvede brez posredovanja knjižnice, je

izključen.

OPOMBA 4: Oblike izposoje in storitve dostave, ki so definirane v tem mednarodnem standardu, so prikazane v preglednici 1.

Preglednica 1: Oblike izposoje in storitve dostave
Dobavitelj Knjižnica Dobavitelj
dokumenta
Prejemnik Uporabnik Druga Uporabnik (preko
knjižnica knjižnice)
Original Izposoja ILL EDS
Tiskana kopija Izposoja ILL EDS
Elektronsko Časovno EDD EDS
Format
omejeno:
posredovanja
izposoja
Časovno
neomejeno:
EDD
ILL: medknjižnična izposoja.
EDD: elektronska dostava dokumenta (posredovana).
EDS: zunanja dobava dokumentov.
2.2.8
elektronska storitev

storitev knjižnice, dostavljena na elektronski način z lokalnih strežnikov ali zagotovljena preko omrežij

OPOMBA 1: Elektronske storitve knjižnice vključujejo online katalog, spletno mesto knjižnice, zbirko elektronskih virov,

elektronsko izposojo, elektronsko dostavo dokumentov (posredovano), elektronske referenčne storitve,

usposabljanje uporabnikov z uporabo elektronskih sredstev, storitve za mobilne naprave, storitve za interaktivno

uporabo (vključno s storitvami v družbenih omrežjih) ter dostop do interneta, ki ga zagotavlja knjižnica.

OPOMBA 2: Rezervacije fizičnih storitev knjižnice (na primer sob ali vodenih ogledov knjižnice) preko elektronskih sredstev

niso vključene.
2.2.9
dogodek

predhodno dogovorjena aktivnost s kulturnim, izobraževalnim, socialnim, političnim, poučevalnim ali

kakim drugim namenom
PRIMER: Razstave, obiski avtorjev, literarne razprave in delavnice.
OPOMBA 1: Prirejeno po ISO/TR 28118:2009.

OPOMBA 2: Vključeni so samo dogodki, ki jih organizira knjižnica sama ali v sodelovanju z drugimi institucijami, znotraj ali

zunaj knjižničnih prostorov. Dogodki, ki se odvijajo v knjižnici, vendar jih organizirajo zunanje institucije brez

sodelovanja knjižnice, so izključeni.
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SIST ISO 2789 : 2013
OPOMBA 3: Usposabljanja uporabnikov in vodeni ogledi knjižnice so izključeni.

OPOMBA 4: Tekoči programi knjižnice so vključeni. Vsaka izvedba programa se šteje za en dogodek.

OPOMBA 5: Virtualni dogodki so vključeni.
2.2.10
razstava
časovno omejen prikaz predmetov, ki ga organizira ali soorganizira knjižnica
OPOMBA 1: Razstave se lahko odvijajo v knjižnici ali zunaj nje.
2.2.11
zunanja dobava dokumenta

dokument ali del dokumenta, v tiskani ali elektronski obliki, dostavljen iz virov izven knjižnične zbirke

preko zunanjega dobavitelja, ki ni knjižnica (ne preko medknjižnične izposoje), pri čemer knjižnica

posreduje pri izvedbi in/ali plačilu

OPOMBA 1: Ni pomembno, ali je bila vsaka posamezna transakcija plačana po vpogledu ali pa je bilo za določeno število

transakcij plačano vnaprej.

OPOMBA 2: Oblike izposoje in storitve dostave, definirane v tem mednarodnem standardu, so prikazane v preglednici 1.

2.2.12
zunanji uporabnik
uporabnik knjižnice, ki ne sodi med potencialne uporabnike knjižnice
2.2.13
informacijsko vprašanje
neposredna in/ali administrativna poizvedba, dostavljena knjižničnemu osebju

OPOMBA 1: Vključena so na primer vprašanja o lokaciji osebja in storitev, vprašanja o odpiralnih časih in vpisnih postopkih

ter vprašanja o ravnanju z opremo, kot so tiskalniki ali računalniški terminali.

OPOMBA 2: Vprašanje se lahko posreduje osebno ali preko telefona, običajne pošte, faksa ali elektronskih medijev (preko

elektronske pošte, spletnega mesta knjižnice ali preko omrežnih komunikacijskih mehanizmov).

OPOMBA 3: Za referenčna vprašanja glej 2.2.26.
2.2.14
uporaba gradiva v knjižnici
prezenčna uporaba

uporaba dokumentov v prostorih knjižnice, ki so uporabniku na voljo v prostem pristopu

OPOMBA 1: Uporaba gradiva v knjižnici vključuje pregledovanje gradiva na policah v smislu kratkega ogleda vsebine,

izključeno pa je izbiranje gradiva na podlagi pregledovanja hrbtnih naslovov.
2.2.15
interaktivna storitev knjižnice

spletna storitev knjižnice z družbeno programsko opremo, ki omogoča dvosmerno izmenjavo

informacij med uporabniki ali med uporabniki in knjižnico
2.2.16
medknjižnična izposoja

izposoja dokumenta v fizični obliki ali dostava dokumenta ali dela dokumenta v kopirani obliki iz ene

knjižnice v drugo knjižnico, ki nista pod isto upravo

OPOMBA 1: Posredovan prenos dokumentov v elektronski obliki se šteje za elektronsko dostavo dokumentov.

OPOMBA 2: Oblike izposoje in storitve dostave, definirane v tem mednarodnem standardu, so prikazane v preglednici 1.

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SIST ISO 2789 : 2013
2.2.17
internetni dostop

internetna povezava, ki jo vzpostavi uporabnik z računalniške delovne postaje v lasti knjižnice ali s

svojega
...

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