Information and documentation — International library statistics

This document 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

Informatika in dokumentacija - Mednarodna statistika za knjižnice

General Information

Status
Published
Publication Date
13-Sep-2022
Current Stage
6060 - International Standard published
Due Date
13-Jan-2023
Completion Date
14-Sep-2022

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INTERNATIONAL ISO
STANDARD 2789
Sixth edition
2022-09
Information and documentation —
International library statistics
Information et documentation — Statistiques internationales de
bibliothèques
Reference number
ISO 2789:2022(E)
© ISO 2022
---------------------- Page: 1 ----------------------
ISO 2789:2022(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2022

All rights reserved. Unless otherwise specified, or required in the context of its implementation, 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
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
© ISO 2022 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 2789:2022(E)
Contents Page

Foreword ....................................................................................................................................................................................................................................... vi

Introduction .............................................................................................................................................................................................................................vii

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

2 Normative references ..................................................................................................................................................................................... 1

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

3.1 Library ........................................................................................................................................................................................................... 1

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

3.3 Collections ............................................................................................................................................................................................... 13

3.4 Access and facilities ........................................................................................................................................................................22

3.5 Management ......... .................................................................................................................................. ................................................ 24

3.6 Funding and expenditure ......... .................................................................................................................................................. 25

3.7 Library staff ........................................................................................................................................................................................... 26

4 Current tasks of libraries ........................................................................................................................................................................27

4.1 General ........................................................................................................................................................................................................ 27

4.2 Types of libraries ...............................................................................................................................................................................28

4.3 Changes in user activities ..........................................................................................................................................................28

4.3.1 Activities inside the library premises ..........................................................................................................28

4.3.2 Activities outside the library premises .......................................................................................................29

5 Uses and benefits of statistics ........................................................................................................................................... ..................29

5.1 Background ............................................................................................................................................................................................29

5.1.1 General .....................................................................................................................................................................................29

5.1.2 Objectives .............................................................................................................................................................................. 29

5.1.3 Quality ...................................................................................................................................................................................... 30

5.2 Developments in library practice ....................................................................................................................................... 30

5.2.1 Contents of library statistics ................................................................................................................................30

5.2.2 Sampling .................................................................................................................................................................................30

5.2.3 Data for performance measures ........................................................................................................................30

5.2.4 Impact data ........................................................................................................................................................................... 30

5.2.5 Other developments .....................................................................................................................................................30

5.3 Selection of statistics for the library ................................................................................................................................ 30

5.4 Use of statistics ................................................................................................................................................................................... 31

5.4.1 General ..................................................................................................................................................................................... 31

5.4.2 External communication .......................................................................................................................................... 31

5.5 Presenting statistics to stakeholders .............................................................................................................................. 31

6 Reporting statistical data .......................................................................................................................................................................32

6.1 General ........................................................................................................................................................................................................ 32

6.2 Time period to which data refer .......................................................................................................................................... 32

6.3 Data estimated by sample ......................................................................................................................................................... 32

7 Collecting statistical data ........................................................................................................................................................................32

7.1 Libraries .................................................................................................................................................................................................... 32

7.1.1 Counting administrative units and libraries .......................................................................................... 32

7.1.2 Counting types of libraries ..................................................................................................................................... 33

7.2 Services and use ................................................................................................................................................................................. 35

7.2.1 General ..................................................................................................................................................................................... 35

7.2.2 Users ........................................................................................................................................................................................... 35

7.2.3 Lending services .............................................................................................................................................................. 36

7.2.4 Interlibrary lending ...................................................................................................................................................... 37

7.2.5 Reference and informational questions......................................................................................................39

7.2.6 Copying ....................................................................................................................................................................................40

7.2.7 Electronic document delivery (mediated) ................................................................................................40

7.2.8 External document supply ......................................................................................................................................40

7.2.9 Events organized by the library ........................................................................................................................40

iii
© ISO 2022 – All rights reserved
---------------------- Page: 3 ----------------------
ISO 2789:2022(E)

7.2.10 Physical visits ..................................................................................................................................................................... 41

7.2.11 User orientation and training .............................................................................................................................. 41

7.2.12 Use of digital resources and services ............................................................................................................ 42

7.2.13 Number of website visits.......................................................................................................................................... 43

7.2.14 Services for mobile devices ....................................................................................................................................44

7.2.15 Social network services ............................................................................................................................................44

7.2.16 Services for target populations with special needs ......................................................................... 45

7.3 Collection .................................................................................................................................................................................................. 47

7.3.1 General ..................................................................................................................................................................................... 47

7.3.2 Books and serials (printed material) ................................... ......................................................................... 47

7.3.3 Manuscripts .........................................................................................................................................................................48

7.3.4 Microforms ...........................................................................................................................................................................48

7.3.5 Cartographic documents ..........................................................................................................................................48

7.3.6 Printed music documents ................................... .....................................................................................................49

7.3.7 Audiovisual documents .............................................................................................................................................49

7.3.8 Graphic documents ................................... ........................................................................................................ .............50

7.3.9 Patents ......................................................................................................................................................................................50

7.3.10 Other library documents and items ............................................................................................................... 51

7.3.11 eBooks....................................................................................................................................................................................... 51

7.3.12 Other digital documents ........................................................................................................................................... 52

7.3.13 Databases ............................................................................................................................................................................... 52

7.3.14 Current serials received (at the end of the reporting period; all formats:

print, microform, electronic) ................................................................................................................................ 53

7.3.15 Multimedia documents ..............................................................................................................................................54

7.3.16 Free Internet resources .............................................................................................................................................54

7.3.17 Documents in institutional repositories ....................................................................................................54

7.3.18 Data in institutional research data repositories ................................................................................54

7.4 Access and facilities ........................................................................................................................................................................ 55

7.4.1 Opening hours ................................................................................................................................................................... 55

7.4.2 Days open ............................................................................................................................................................................... 55

7.4.3 User places ............................................................................................................................................................................ 55

7.4.4 Public access workstations .................................................................................................................................... 55

7.4.5 Catalogue records...........................................................................................................................................................56

7.4.6 Reprographic facilities ...............................................................................................................................................56

7.4.7 eBook readers ....................................................................................................................................................................56

7.4.8 Other equipment available for public use .................................................................................................56

7.4.9 Space ................................... ........................................................................................................ ................................................56

7.5 Management ......... ............................................................. ..................................................................................................................... 57

7.5.1 Cooperation .......................................................................................................................................................................... 57

7.5.2 Library staff research publications ................................................................................................................58

7.5.3 Publications about the library .............................................................................................................................58

7.5.4 Preservation/conservation ....................................................................................................................................58

7.5.5 Digitization ...........................................................................................................................................................................58

7.6 Funding and expenditure (during the reporting period) .............................................................................. 59

7.6.1 Operating (ordinary) expenditure .................................................................................................................. 59

7.6.2 Capital expenditure ...................................................................................................................................................... 61

7.6.3 Income and funding ...................................................................................................................................................... 61

7.7 Library staff (at the end of the reporting period) ................................................................................................ 61

7.7.1 General ..................................................................................................................................................................................... 61

7.7.2 Total staff ............................................................................................................................................................................... 61

7.7.3 Volunteers.............................................................................................................................................................................. 62

7.7.4 Age groups of staff ......................................................................................................................................................... 62

7.7.5 Gender ....................................................................................................................................................................................... 62

7.7.6 Staff training ....................................................................................................................................................................... 62

7.7.7 Professional education ...............................................................................................................................................63

7.7.8 Staff allocation to service areas/working areas .................................................................................63

7.7.9 Staff allocation to special services ..................................................................................................................64

7.7.10 Library staff in institutional committees .................................................................................................66

© ISO 2022 – All rights reserved
---------------------- Page: 4 ----------------------
ISO 2789:2022(E)

Annex A (informative) Recommended categories for further statistical analysis .........................................67

Annex B (informative) Grossing up ....................................................................................................................................................................79

Annex C (informative) Methods and problems of measuring digital usage ...........................................................82

Annex D (informative) Alphabetical index ................................................................................................................................................86

Bibliography .............................................................................................................................................................................................................................92

© ISO 2022 – All rights reserved
---------------------- Page: 5 ----------------------
ISO 2789:2022(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 of the voluntary nature of standards, the meaning of ISO specific terms and

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

the World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see

www.iso.org/iso/foreword.html.

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

Subcommittee SC 8, Quality — Statistics and performance evaluation.

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

revised.
The main changes are as follows:
— problems in the practical application of ISO 2789:2013 have been addressed;
— new development in library services have been taken into account.

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

complete listing of these bodies can be found at www.iso.org/members.html.
© ISO 2022 – All rights reserved
---------------------- Page: 6 ----------------------
ISO 2789:2022(E)
Introduction

This document provides guidance to the library and information services community on the collection

and reporting of statistics.

Clauses 3 and 7 form the core of this document. Clause 3 provides definitions for most of the elements

which constitute a library service; these are for statistical purposes only. Clause 7 recommends how

each of these elements should be counted. Users need to consult both clauses for the complete picture.

This document includes definitions and counting procedures for all types of resources and services that

libraries offer to their users.

It is recognized that not all measures specified in this document 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.

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

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

The strong requirement to describe and publicize library activities can only be satisfied if data

collection in libraries follows the lines of this document. As far as possible, it is advisable that libraries

collect all data named in this document that concern their activities.

Developments in relation to this document will be monitored and additional statistical measures will

be incorporated as needed.
An alphabetical index is given in Annex D.
vii
© ISO 2022 – All rights reserved
---------------------- Page: 7 ----------------------
INTERNATIONAL STANDARD ISO 2789:2022(E)
Information and documentation — International library
statistics
1 Scope

This document 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 Normative references

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

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 11799, Information and documentation — Document storage requirements for archive and library

materials
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.

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

— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at https:// www .electropedia .org/
3.1 Library
3.1.1
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.

3.1.2
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 7.1.1.

© ISO 2022 – All rights reserved
---------------------- Page: 8 ----------------------
ISO 2789:2022(E)
3.1.3
branch library

part of a larger administrative unit (3.1.2) 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.
3.1.4
central library
main library

part or parts of an administrative unit (3.1.2) where centralized functions of administration, collections,

and services are located

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

library.
3.1.5
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
...

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

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

---------------------- Page: 1 ----------------------
oSIST ISO/DIS 2789:2021
---------------------- Page: 2 ----------------------
oSIST ISO/DIS 2789:2021
DRAFT INTERNATIONAL STANDARD
ISO/DIS 2789
ISO/TC 46/SC 8 Secretariat: KATS
Voting begins on: Voting terminates on:
2021-09-09 2021-12-02
Information and documentation — International library
statistics
Information et documentation — Statistiques internationales de bibliothèques
ICS: 01.140.20
THIS DOCUMENT IS A DRAFT CIRCULATED
FOR COMMENT AND APPROVAL. IT IS
THEREFORE SUBJECT TO CHANGE AND MAY
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL,
This document is circulated as received from the committee secretariat.
TECHNOLOGICAL, COMMERCIAL AND
USER PURPOSES, DRAFT INTERNATIONAL
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO/DIS 2789:2021(E)
RECIPIENTS OF THIS DRAFT ARE INVITED
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
PROVIDE SUPPORTING DOCUMENTATION. ISO 2021
---------------------- Page: 3 ----------------------
oSIST ISO/DIS 2789:2021
ISO/DIS 2789:2021(E)
ISO/DIS 2789:2021(E)
Contents Page

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

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

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

2 Normative references ………………………………………………………………………………………… …………. 1

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

COPYRIGHT PROTECTED DOCUMENT

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

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

© ISO 2021

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

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

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

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

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

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

below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
© ISO 2021 – All rights reserved
iii
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2021 – All rights reserved
---------------------- Page: 4 ----------------------
oSIST ISO/DIS 2789:2021
ISO/DIS 2789:2021(E)
Contents Page

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

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

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

2 Normative references ………………………………………………………………………………………… …………. 1

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

© ISO 2021 – All rights reserved
iii
---------------------- Page: 5 ----------------------
oSIST ISO/DIS 2789:2021
ISO/DIS 2789:2021(E)

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

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

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

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

A.3.7 Counting additions and withdrawals in merging library units

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

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

A.3.10 Web archiving………………………………………………………………………………………………..……………….78
Annex B (informative) Grossing up……………………………………………………………………..….……………………81

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

Annex D (informative) Alphabetical index………………………………………………………………..…………………88

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

© ISO 2021 – All rights reserved
---------------------- Page: 6 ----------------------
oSIST ISO/DIS 2789:2021
ISO/DIS 2789:2021(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 of the voluntary nature of standards, the meaning of ISO specific terms and

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

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

iso/foreword.html.

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

Subcommittee SC 8, Quality — Statistics and performance evaluation.

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

complete listing of these bodies can be found at www.iso.org/members.html.

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

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

new developments in library services.
© ISO 2021 – All rights reserved
---------------------- Page: 7 ----------------------
oSIST ISO/DIS 2789:2021
ISO/DIS 2789:2021(E)
Introduction

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

the collection and reporting of statistics.

Clauses 3 and 7 form the core of this International Standard. Clause 3 provides definitions for most of

the elements which constitute a library service; these are for statistical purposes only. Clause 7

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

the complete picture.

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

services that libraries offer to their users.

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.

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

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

The strong requirement to describe and publicize library activities can only be satisfied if data

collection in libraries follows the lines of this International Standard. As far as possible, it is advisable

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

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

measures will be incorporated as needed.
An alphabetical index is given in Annex D.
© ISO 2021 – All rights reserved
---------------------- Page: 8 ----------------------
oSIST ISO/DIS 2789:2021
ISO DIS 2789:2021(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 Normative references

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

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

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

library materials

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

3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.

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

• IEC Electropedia: available at http://www.electropedia.org/
• ISO Online browsing platform: available at http://www.iso.org/obp
3.1 Libraries
3.1.1
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.

3.1.2
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.
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Note 2 to entry: The administrative unit can be a single library or a larger organization, typically containing a

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

3.1.3
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.
3.1.4
central library
main library

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

collections, and services are located

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

central library.
3.1.5
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 digital services, but no print collections.

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

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

is not counted as an external service point.
3.1.6
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.
3.1.7
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 can also serve the general public.
Note 2 to entry: This is a type of academic library.
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3.1.8
mobile library

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

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

EXAMPLES Motor vehicles, carts, ships, bicycles, donkeys
3.1.9
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.

3.1.10
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.
3.1.11
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 can also serve the general public.

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

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

3.1.12
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 pri
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