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 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.

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
Withdrawn
Publication Date
29-Sep-2013
Withdrawal Date
07-Nov-2022
Current Stage
9900 - Withdrawal (Adopted Project)
Start Date
03-Nov-2022
Due Date
26-Nov-2022
Completion Date
08-Nov-2022

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

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 2013
© 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

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
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

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.
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 impl
...


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 2013
© 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

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
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

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.
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 li
...


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 2013
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

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
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

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.
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
...


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.

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.
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
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.
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.
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 vključ
...

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