SANS 2789-2009 Information and documentation - International library statistics《信息和文献 标准图书馆统计学》.pdf

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1、 Collection of SANS standards in electronic format (PDF) 1. Copyright This standard is available to staff members of companies that have subscribed to the complete collection of SANS standards in accordance with a formal copyright agreement. This document may reside on a CENTRAL FILE SERVER or INTRA

2、NET SYSTEM only. Unless specific permission has been granted, this document MAY NOT be sent or given to staff members from other companies or organizations. Doing so would constitute a VIOLATION of SABS copyright rules. 2. Indemnity The South African Bureau of Standards accepts no liability for any

3、damage whatsoever than may result from the use of this material or the information contain therein, irrespective of the cause and quantum thereof. ISBN 978-0-626-23301-3 SANS 2789:2009Edition 1ISO 2789:2006Edition 4SOUTH AFRICAN NATIONAL STANDARD Information and documentation International library s

4、tatistics This national standard is the identical implementation of ISO 2789:2006 and is adopted with the permission of the International Organization for Standardization. Published by SABS Standards Division 1 Dr Lategan Road Groenkloof Private Bag X191 Pretoria 0001Tel: +27 12 428 7911 Fax: +27 12

5、 344 1568 www.sabs.co.za SABS SANS 2789:2009 Edition 1 ISO 2789:2006 Edition 4 Table of changes Change No. Date Scope National foreword This South African standard was approved by National Committee SABS SC 46C, Information and documentation Identification and description, in accordance with procedu

6、res of the SABS Standards Division, in compliance with annex 3 of the WTO/TBT agreement. This SANS document was published in September 2009. Reference numberISO 2789:2006(E)ISO 2006INTERNATIONAL STANDARD ISO2789Fourth edition2006-09-15Information and documentation International library statistics In

7、formation et documentation Statistiques internationales de bibliothques SANS 2789:2009This s tandard may only be used and printed by approved subscription and freemailing clients of the SABS .ISO 2789:2006(E) PDF disclaimer This PDF file may contain embedded typefaces. In accordance with Adobes lice

8、nsing policy, this file may be printed or viewed but shall not be edited unless the typefaces which are embedded are licensed to and installed on the computer performing the editing. In downloading this file, parties accept therein the responsibility of not infringing Adobes licensing policy. The IS

9、O Central Secretariat accepts no liability in this area. Adobe is a trademark of Adobe Systems Incorporated. Details of the software products used to create this PDF file can be found in the General Info relative to the file; the PDF-creation parameters were optimized for printing. Every care has be

10、en taken to ensure that the file is suitable for use by ISO member bodies. In the unlikely event that a problem relating to it is found, please inform the Central Secretariat at the address given below. ISO 2006 All rights reserved. Unless otherwise specified, no part of this publication may be repr

11、oduced or utilized in any form or by any means, electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or ISOs member body in the country of the requester. ISO copyright office Case postale 56 CH-1211 Geneva 20 Tel. + 41 22

12、749 01 11 Fax + 41 22 749 09 47 E-mail copyrightiso.org Web www.iso.org Published in Switzerland ii ISO 2006 All rights reservedSANS 2789:2009This s tandard may only be used and printed by approved subscription and freemailing clients of the SABS .ISO 2789:2006(E) ISO 2006 All rights reserved iiiCon

13、tents Page Foreword iv Introduction v 1 Scope . 1 2 Normative references . 1 3 Terms and definitions. 1 3.1 Libraries. 1 3.2 Collection. 4 3.3 Library use and users. 10 3.4 Access and facilities. 15 3.5 Expenditure . 15 3.6 Library staff . 16 4 Uses, benefits and limitations of statistics 16 4.1 Bac

14、kground . 16 4.2 Developments in library practice 17 4.3 Selection of statistics for the library. 17 5 Reporting statistical data. 18 5.1 General. 18 5.2 Time period to which data refer 18 5.3 Data estimated by sample 18 6 Collecting statistical data 18 6.1 Libraries. 18 6.2 Collection. 21 6.3 Libra

15、ry use and users. 28 6.4 Access and facilities. 33 6.5 Expenditure (during the reporting period) .35 6.6 Library staff (at the end of the reporting time period) 37 Annex A (normative) Measuring the use of electronic library services . 39 Annex B (normative) Recommended categories for further statist

16、ical analysis. 52 Annex C (normative) Grossing up 58 Bibliography . 59 Alphabetical index . 60 SANS 2789:2009This s tandard may only be used and printed by approved subscription and freemailing clients of the SABS .ISO 2789:2006(E) iv ISO 2006 All rights reservedForeword ISO (the International Organ

17、ization 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 establish

18、ed 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.

19、 International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2. The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Pu

20、blication as an International Standard requires approval by at least 75 % of the member bodies casting a vote. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such paten

21、t rights. ISO 2789 was prepared by Technical Committee ISO/TC 46, Information and documentation, Subcommittee SC 8, Qualitiy Statistics and performance evaluation. This fourth edition cancels and replaces the third edition (ISO 2789:2003), which has been technically revised to identify and overcome

22、problems in the practical application of ISO 2789:2003 and to take account of the rapid developments in electronic library services. SANS 2789:2009This s tandard may only be used and printed by approved subscription and freemailing clients of the SABS .ISO 2789:2006(E) ISO 2006 All rights reserved v

23、Introduction This International Standard provides guidance to the library and information services community on the collection and reporting of statistics. Clauses 3 and 6 form the core of this International Standard. Clause 3 provides definitions for most of the elements which constitute a library

24、service; these are for statistical purposes only. Clause 6 recommends how each of these elements should be counted. Users will need to consult both clauses for the complete picture. In addition to the original purposes of giving general guidance on the keeping of library statistics for the compilati

25、on of national statistics used for international reporting, there is a particular requirement to specify data provision required by ISO 11620. This International Standard includes definitions and counting procedures for electronic resources and services. With regard to those clauses of the body of t

26、his International Standard that concern such electronic resources and services, readers should particularly bear in mind the important explanations and guidelines of Annex A. The form of an annex was chosen as it allows a more detailed description of methods and problems in measuring use of electron

27、ic library services. It is recognized that not all measures specified in this International Standard can be collected by libraries of different type and size. To give greater completeness, several additional measures (important for some sectors only) are described in Annex B. The aim is to ensure th

28、at, where a particular statistic is collected, the same definitions and methods are used. All the annexes are normative. Annex C 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 des

29、cribe and publicize library activities can only be satisfied if data collection in libraries follows the lines of this International Standard. As far as possible, libraries should collect all data named in this International Standard that concern their activities. The presentation and publication of

30、 statistics always need careful attention but are considered to be beyond the scope of this International Standard. This International Standard will be maintained by a Working Group that will monitor developments and incorporate additional statistical measures as needed. SANS 2789:2009This s tandard

31、 may only be used and printed by approved subscription and freemailing clients of the SABS .SANS 2789:2009This s tandard may only be used and printed by approved subscription and freemailing clients of the SABS .INTERNATIONAL STANDARD ISO 2789:2006(E) ISO 2006 All rights reserved 1Information and do

32、cumentation 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

33、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, and to specify data provision required by ISO 11620. 2 Normative references The following

34、referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies. ISO 11620:1998, Information and documentation Library performan

35、ce indicators ISO 11620:1998/Amd. 1:2003, Information and documentation Library performance indicators Amendment 1: Additional performance indicators for libraries ISO/TR 20983:2003, Information and documentation Performance indicators for electronic library services1)3 Terms and definitions For the

36、 purposes of this document, the following terms and definitions apply. 3.1 Libraries 3.1.1 administrative unit any independent library, or group of libraries, under a single director or a single administration NOTE 1 The term “independent” does not imply legal or financial independence but only that

37、 the library is a recognizably separate unit, typically within a larger organization. 1) ISO/TR 20983 and ISO 11620:1998/Amd. 1 will be incorporated into the second edition of ISO 11620. SANS 2789:2009This s tandard may only be used and printed by approved subscription and freemailing clients of the

38、 SABS .ISO 2789:2006(E) 2 ISO 2006 All rights reservedNOTE 2 Typically, the administrative unit is an organization containing a central/main library, branch libraries and administrative functions. See the Example in 6.1.1. 3.1.2 branch library part of a larger administrative unit providing, in separ

39、ate quarters, a service for a particular user group (e.g. children, faculties) or for a locally defined clientele NOTE Institute, departmental and other affiliated libraries are included. Mobile libraries are excluded. 3.1.3 central library main library usually that part or those parts of an adminis

40、trative unit where the main administrative functions and the important parts of the library collection and services are located NOTE An administrative unit comprising several branch libraries does not necessarily include a central library. 3.1.4 external service point point away from library premise

41、s at which a certain service is regularly offered to users NOTE 1 This includes places within a locality at which library material is deposited for informal circulation to a restricted group of users but without other library services, for example, old peoples homes, community centres, collections f

42、or hospital patients, etc. Mobile libraries are excluded. NOTE 2 The points at which mobile libraries stop are not counted as external service points. NOTE 3 A simple PC connection to a place outside the library (e.g. in a students home) is not counted as an external service point. 3.1.5 library org

43、anization, or part of an organization, the main aims of which are to build and maintain a collection and to facilitate the use of such information resources and facilities as are required to meet the informational, research, educational, cultural or recreational needs of its users NOTE 1 These are t

44、he basic requirements for a library and do not exclude any additional resources and services incidental to its main purpose. NOTE 2 Where a library has more than one function (e.g. school library and public library), it generally either decides what is its primary function or, in extreme cases, divi

45、des its functionality and report data accordingly. 3.1.6 library of an institution of higher education library whose primary function is to serve students, academic and professional staff in universities and other institutions of education at the third (tertiary) level and above NOTE It can also ser

46、ve the general public. 3.1.7 mobile library library, sometimes a division of a public library, using transport means and furnished to provide documents and services directly to users as an alternative to access on library premises NOTE Adapted from ISO 5127:2001, definition 3.2.16. 3.1.8 national li

47、brary library that is responsible for acquiring and conserving copies of all relevant documents in the country in which the library is located; it may function as a legal deposit library SANS 2789:2009This s tandard may only be used and printed by approved subscription and freemailing clients of the

48、 SABS .ISO 2789:2006(E) ISO 2006 All rights reserved 3NOTE 1 Adapted from ISO 5127:2001, definition 3.2.02. NOTE 2 A national library will also normally perform some or all of the following functions: produce the national bibliography, hold and keep up to date a large and representative collection o

49、f 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. NOTE 3 The definition of “national library” allows for more than one national library in a country. 3.1.9 public library general library that serves the whole population of a local or regional community and is usually financed, in whole or in part, from