ISO 24083:2021
(Main)Information and documentation — International archives statistics
Information and documentation — International archives statistics
This document specifies guidelines for the archives community on the collection and reporting of statistics for the following purposes: — strategic planning and internal management of archives; — aggregating and comparing operational and performance statistics at regional, national, and international levels; — reporting to stakeholders such as funding institutions, politicians, researchers, and the general public; — promoting the role and value of archives for advancing learning and research, education and culture, and social and economic life; — improving the management of processes, reinforcing transparency and supporting good governance. This document does not apply to records centres responsible for records that are still in the legal custody of the organization that created or received them, although it is recognized that some archives also have responsibilities for appraising, acquiring, and managing the current records of organizations that can or not be transferred to the archives for permanent retention. When applying this document to archives that also perform records management functions, the archives can exclude statistics that pertain to its records management functions, including measures pertaining to holdings and their usage and preservation, funding and expenditures, space and facilities, staffing and management.
Information et documentation — Statistiques internationales des archives
Informatika in dokumentacija - Statistika mednarodnih arhivov
General Information
Buy Standard
Standards Content (Sample)
SLOVENSKI STANDARD
SIST ISO 24083:2021
01-julij-2021
Informatika in dokumentacija - Statistika mednarodnih arhivov
Information and documentation -- International archives statistics
Information et documentation -- Statistiques internationales des archives
Ta slovenski standard je istoveten z: ISO 24083:2021
ICS:
01.140.20 Informacijske vede Information sciences
SIST ISO 24083:2021 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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SIST ISO 24083:2021
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SIST ISO 24083:2021
INTERNATIONAL ISO
STANDARD 24083
First edition
2021-05
Information and documentation —
International archives statistics
Information et documentation — Statistiques internationales des
archives
Reference number
ISO 24083:2021(E)
©
ISO 2021
---------------------- Page: 3 ----------------------
SIST ISO 24083:2021
ISO 24083:2021(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2021
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
ii © ISO 2021 – All rights reserved
---------------------- Page: 4 ----------------------
SIST ISO 24083:2021
ISO 24083:2021(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
3.1 General . 1
3.2 Types. 2
3.3 Governing authority of archives . 3
3.4 Archives services, programs and use . 4
3.5 Holdings . 7
3.6 Space and facilities .11
3.7 Funding and expenditure .13
3.8 Holdings management.14
3.9 Archives staff .17
4 Structure and tasks of archives .18
4.1 General .18
4.2 Tasks of archives .18
4.2.1 General.18
4.2.2 Appraisal .18
4.2.3 Acquisition .19
4.2.4 Arrangement and description .19
4.2.5 Preservation and conservation .20
4.2.6 Access to archives and their holdings .20
4.2.7 Public outreach .21
4.2.8 Technical advice . .21
5 Uses and benefits of archives statistics .21
5.1 Background .21
5.1.1 General.21
5.1.2 Objectives .21
5.1.3 Quality .22
5.2 Selection of statistics for the archives .22
5.3 Use of statistics .22
5.3.1 General.22
5.3.2 External communication .22
5.4 Presenting statistics to stakeholders .23
6 Reporting statistical data .23
6.1 General .23
6.2 Time period to which data refer .23
6.3 Data estimated by sample .24
7 Collecting statistical data .24
7.1 General .24
7.2 Archives .24
7.2.1 Overview .24
7.2.2 Types .24
7.2.3 Foundation year . .25
7.2.4 Governing authority of the archives .25
7.2.5 Ownership .25
7.2.6 Number of archives separate physical locations .25
7.2.7 Archives website .26
7.3 Archives services and their use .26
7.3.1 General.26
7.3.2 Opening hours and conditions .26
© ISO 2021 – All rights reserved iii
---------------------- Page: 5 ----------------------
SIST ISO 24083:2021
ISO 24083:2021(E)
7.3.3 Users .26
7.3.4 Consultancy rooms .27
7.3.5 Technical equipment .27
7.3.6 Reference and informational questions .27
7.3.7 Online use and services.28
7.3.8 Use, copies and loans of archives holdings .29
7.3.9 Activities.30
7.3.10 Publications .31
7.4 Holdings .32
7.4.1 General.32
7.4.2 Years covered by the archives holdings .32
7.4.3 Total holdings at the end of the reporting period .32
7.4.4 Acquisitions during the reporting period .33
7.4.5 Acquisition mode .33
7.4.6 Deaccessions during the reporting period .33
7.4.7 Deaccession mode .33
7.4.8 Descriptive records and finding aids .34
7.4.9 Appraisal assessment .34
7.5 Funding and expenditure .34
7.5.1 Operating (ordinary) expenditures .34
7.5.2 Capital expenditures .36
7.6 Space and facilities .36
7.6.1 User places .36
7.6.2 Public access workstations .37
7.6.3 Reprographic facilities .37
7.6.4 Public access Wi-Fi . . .37
7.6.5 Space .37
7.6.6 Security and environmental systems .38
7.7 Management .38
7.7.1 Cooperative projects .38
7.7.2 Partnerships .39
7.7.3 Preservation/conservation .39
7.7.4 Digitization.40
7.7.5 Microform .40
7.8 Archives staff .40
7.8.1 General.40
7.8.2 Total staff .40
7.8.3 Staff training .41
7.8.4 Professional education .41
7.8.5 Staff allocation to service areas/working areas .41
7.8.6 Auxiliary archivist .42
Bibliography .43
iv © ISO 2021 – All rights reserved
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SIST ISO 24083:2021
ISO 24083:2021(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.
© ISO 2021 – All rights reserved v
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SIST ISO 24083:2021
ISO 24083:2021(E)
Introduction
This document collects statistics for measuring the archives performance of their tasks, services and use.
Clauses 3 and 7 form the core of this document. Clause 3 provides definitions for most of the elements
which constitute archives and archives services; 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.
It is recognized that not all measures specified in this document can be collected by archives of different
types, sizes, and functions.
vi © ISO 2021 – All rights reserved
---------------------- Page: 8 ----------------------
SIST ISO 24083:2021
INTERNATIONAL STANDARD ISO 24083:2021(E)
Information and documentation — International archives
statistics
1 Scope
This document specifies guidelines for the archives community on the collection and reporting of
statistics for the following purposes:
— strategic planning and internal management of archives;
— aggregating and comparing operational and performance statistics at regional, national, and
international levels;
— reporting to stakeholders such as funding institutions, politicians, researchers, and the general public;
— promoting the role and value of archives for advancing learning and research, education and culture,
and social and economic life;
— improving the management of processes, reinforcing transparency and supporting good governance.
This document does not apply to records centres responsible for records that are still in the legal
custody of the organization that created or received them, although it is recognized that some archives
also have responsibilities for appraising, acquiring, and managing the current records of organizations
that can or not be transferred to the archives for permanent retention. When applying this document
to archives that also perform records management functions, the archives can exclude statistics that
pertain to its records management functions, including measures pertaining to holdings and their
usage and preservation, funding and expenditures, space and facilities, staffing and management.
2 Normative references
There are no normative references in this document.
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:
— ISO Online browsing platform: available at http:// www .iso .org/ obphttp:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1 General
3.1.1
archives
organization or part of an organization responsible for selection, acquisition,
preservation, and availability of one or more archives (3.1.2)
[SOURCE: ISO 5127:2017, 3.2.3.01, modified — Note 1 to entry until Note 4 to entry has been omitted]
© ISO 2021 – All rights reserved 1
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SIST ISO 24083:2021
ISO 24083:2021(E)
3.1.2
archives
materials, items, records or documents created or received by a person, family or
organization, public or private, in the conduct of their affairs and preserved because of the enduring
value contained in them or as evidence of the functions and responsibilities of their creator, especially
those materials maintained using the principles of provenance, original order and collective control
[SOURCE: ISO 5127:2017, 3.6.1.03, modified — Items, records or documents have been included to
define archives. Note 1 to entry has been omitted.]
3.2 Types
3.2.1
national archives
central archives (3.1.1) consisting of and responsible for the archives (3.1.2) mainly emanating from the
central government of a state
[SOURCE: ISO 5127:2017, 3.6.4.2.03]
3.2.2
regional archives
archives (3.1.1) consisting of and responsible for the archives (3.1.2) mainly emanating from the
intermediate levels of government
[SOURCE: ISO 5127:2017, 3.6.4.2.04]
3.2.3
local archives
archives (3.1.1) consisting of and responsible for the archives (3.1.2) mainly emanating from
municipalities or other local governmental authorities
[SOURCE: ISO 5127:2017, 3.6.4.2.05]
3.2.4
departmental archives
archives (3.1.1) of a government department or administrative agency, institution or organization
[SOURCE: ISO 5127:2017, 3.6.4.2.06, modified — Note 1 to entry has been omitted.]
3.2.5
university archives
archives (3.1.1) of or relating to a university
Note 1 to entry: For academic institutions other than universities, such as independent research institutes, select
"other type not listed above" in 7.2.1.
[SOURCE: ISO 5127:2017, 3.6.4.2.07]
3.2.6
corporate archives
documents and other materials created or received by a group of people (a company, an organization)
in the course of operations and preserved for their enduring value
Note 1 to entry: Includes business archives (3.1.1).
Note 2 to entry: Includes foundation archives (3.1.1).
[SOURCE: SAA Glossary https:// dictionary .archivists .org]
2 © ISO 2021 – All rights reserved
---------------------- Page: 10 ----------------------
SIST ISO 24083:2021
ISO 24083:2021(E)
3.2.7
audiovisual archives
archives (3.1.1) and archives (3.1.2) of documents in which sound and/or pictures are prominent, and
which requires the use of special equipment to be seen and/or heard
[SOURCE: ISO 5127:2017, 3.3.3.07, modified — Archives of documents have been added to the definition.
Notes 1 and 2 to entry have been omitted.]
3.2.8
family archives
archives (3.2.2) of or relating to a family or similar genealogical entity
[SOURCE: ISO 5127:2017, 3.6.4.2.01]
3.2.9
religious archives
archives (3.1.1) of religious bodies and communities
3.3 Governing authority of archives
3.3.1
governing authority
body with legal and fiduciary responsibility for the archives (3.1.1) and for approving archives policy
[SOURCE: ISO 18461:2016, 2.3.1, modified — "Archives" is used to replace "museum". Note 1 to entry
has been omitted.]
3.3.2
state-governed archives
archives (3.1.1) governed by governmental authorities at the national level
Note 1 to entry: Lower-levels of government are accommodated by locally-governed archives (3.3.3)/regionally-
governed archives (3.1.1).
[SOURCE: ISO18461: 2016, 2.3.6, modified — The term and definition for "state-governed museum"
have been adapted to define "stage-governed archives". Note 1 to entry has been added.]
3.3.3
locally-governed archives
archives (3.1.1) governed by city or municipal authorities
[SOURCE: ISO 18461:2016, 2.3.2, modified — The term and definition for "locally-governed museum"
have been adapted to define "locally-governed archives".]
3.3.4
regionally governed archives
archives (3.1.1) governed by regional authorities (federal units, province or county authorities
[SOURCE: ISO 18461:2016, 2.3.2, modified — The term and definition for "regionally-governed museum"
have been adapted to define "regionally-governed archives".]
3.3.5
other public-governed archives
archives (3.1.1) governed by other public authorities
[SOURCE: ISO 18461:2016, 2.3.3, modified — The term and definition for "other public-governed
museum" have been adapted to define "other public-governed archives". Notes to entry have been
omitted.]
© ISO 2021 – All rights reserved 3
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SIST ISO 24083:2021
ISO 24083:2021(E)
3.3.6
internationally-governed archives
archives (3.1.1) governed by an international organization (such as non-profit or non-governmental
agencies that operate internationally)
3.3.7
privately-governed archives
archives (3.1.1) governed by private entities (such as non-profit or for-profit organizations registered
under private law), families or individuals
[SOURCE: ISO 18461:2016, 2.3.4, modified — The term and definition for "private-governed museum"
have been adapted to define "private-governed archives". Note 1 to entry has been omitted.]
3.3.8
public/private partnership archives
archives (3.1.1) governed jointly, in partnership of a public and private entity
[SOURCE:
...
INTERNATIONAL ISO
STANDARD 24083
First edition
2021-05
Information and documentation —
International archives statistics
Information et documentation — Statistiques internationales des
archives
Reference number
ISO 24083:2021(E)
©
ISO 2021
---------------------- Page: 1 ----------------------
ISO 24083:2021(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2021
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
ii © ISO 2021 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 24083:2021(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
3.1 General . 1
3.2 Types. 2
3.3 Governing authority of archives . 3
3.4 Archives services, programs and use . 4
3.5 Holdings . 7
3.6 Space and facilities .11
3.7 Funding and expenditure .13
3.8 Holdings management.14
3.9 Archives staff .17
4 Structure and tasks of archives .18
4.1 General .18
4.2 Tasks of archives .18
4.2.1 General.18
4.2.2 Appraisal .18
4.2.3 Acquisition .19
4.2.4 Arrangement and description .19
4.2.5 Preservation and conservation .20
4.2.6 Access to archives and their holdings .20
4.2.7 Public outreach .21
4.2.8 Technical advice . .21
5 Uses and benefits of archives statistics .21
5.1 Background .21
5.1.1 General.21
5.1.2 Objectives .21
5.1.3 Quality .22
5.2 Selection of statistics for the archives .22
5.3 Use of statistics .22
5.3.1 General.22
5.3.2 External communication .22
5.4 Presenting statistics to stakeholders .23
6 Reporting statistical data .23
6.1 General .23
6.2 Time period to which data refer .23
6.3 Data estimated by sample .24
7 Collecting statistical data .24
7.1 General .24
7.2 Archives .24
7.2.1 Overview .24
7.2.2 Types .24
7.2.3 Foundation year . .25
7.2.4 Governing authority of the archives .25
7.2.5 Ownership .25
7.2.6 Number of archives separate physical locations .25
7.2.7 Archives website .26
7.3 Archives services and their use .26
7.3.1 General.26
7.3.2 Opening hours and conditions .26
© ISO 2021 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO 24083:2021(E)
7.3.3 Users .26
7.3.4 Consultancy rooms .27
7.3.5 Technical equipment .27
7.3.6 Reference and informational questions .27
7.3.7 Online use and services.28
7.3.8 Use, copies and loans of archives holdings .29
7.3.9 Activities.30
7.3.10 Publications .31
7.4 Holdings .32
7.4.1 General.32
7.4.2 Years covered by the archives holdings .32
7.4.3 Total holdings at the end of the reporting period .32
7.4.4 Acquisitions during the reporting period .33
7.4.5 Acquisition mode .33
7.4.6 Deaccessions during the reporting period .33
7.4.7 Deaccession mode .33
7.4.8 Descriptive records and finding aids .34
7.4.9 Appraisal assessment .34
7.5 Funding and expenditure .34
7.5.1 Operating (ordinary) expenditures .34
7.5.2 Capital expenditures .36
7.6 Space and facilities .36
7.6.1 User places .36
7.6.2 Public access workstations .37
7.6.3 Reprographic facilities .37
7.6.4 Public access Wi-Fi . . .37
7.6.5 Space .37
7.6.6 Security and environmental systems .38
7.7 Management .38
7.7.1 Cooperative projects .38
7.7.2 Partnerships .39
7.7.3 Preservation/conservation .39
7.7.4 Digitization.40
7.7.5 Microform .40
7.8 Archives staff .40
7.8.1 General.40
7.8.2 Total staff .40
7.8.3 Staff training .41
7.8.4 Professional education .41
7.8.5 Staff allocation to service areas/working areas .41
7.8.6 Auxiliary archivist .42
Bibliography .43
iv © ISO 2021 – All rights reserved
---------------------- Page: 4 ----------------------
ISO 24083:2021(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.
© ISO 2021 – All rights reserved v
---------------------- Page: 5 ----------------------
ISO 24083:2021(E)
Introduction
This document collects statistics for measuring the archives performance of their tasks, services and use.
Clauses 3 and 7 form the core of this document. Clause 3 provides definitions for most of the elements
which constitute archives and archives services; 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.
It is recognized that not all measures specified in this document can be collected by archives of different
types, sizes, and functions.
vi © ISO 2021 – All rights reserved
---------------------- Page: 6 ----------------------
INTERNATIONAL STANDARD ISO 24083:2021(E)
Information and documentation — International archives
statistics
1 Scope
This document specifies guidelines for the archives community on the collection and reporting of
statistics for the following purposes:
— strategic planning and internal management of archives;
— aggregating and comparing operational and performance statistics at regional, national, and
international levels;
— reporting to stakeholders such as funding institutions, politicians, researchers, and the general public;
— promoting the role and value of archives for advancing learning and research, education and culture,
and social and economic life;
— improving the management of processes, reinforcing transparency and supporting good governance.
This document does not apply to records centres responsible for records that are still in the legal
custody of the organization that created or received them, although it is recognized that some archives
also have responsibilities for appraising, acquiring, and managing the current records of organizations
that can or not be transferred to the archives for permanent retention. When applying this document
to archives that also perform records management functions, the archives can exclude statistics that
pertain to its records management functions, including measures pertaining to holdings and their
usage and preservation, funding and expenditures, space and facilities, staffing and management.
2 Normative references
There are no normative references in this document.
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:
— ISO Online browsing platform: available at http:// www .iso .org/ obphttp:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1 General
3.1.1
archives
organization or part of an organization responsible for selection, acquisition,
preservation, and availability of one or more archives (3.1.2)
[SOURCE: ISO 5127:2017, 3.2.3.01, modified — Note 1 to entry until Note 4 to entry has been omitted]
© ISO 2021 – All rights reserved 1
---------------------- Page: 7 ----------------------
ISO 24083:2021(E)
3.1.2
archives
materials, items, records or documents created or received by a person, family or
organization, public or private, in the conduct of their affairs and preserved because of the enduring
value contained in them or as evidence of the functions and responsibilities of their creator, especially
those materials maintained using the principles of provenance, original order and collective control
[SOURCE: ISO 5127:2017, 3.6.1.03, modified — Items, records or documents have been included to
define archives. Note 1 to entry has been omitted.]
3.2 Types
3.2.1
national archives
central archives (3.1.1) consisting of and responsible for the archives (3.1.2) mainly emanating from the
central government of a state
[SOURCE: ISO 5127:2017, 3.6.4.2.03]
3.2.2
regional archives
archives (3.1.1) consisting of and responsible for the archives (3.1.2) mainly emanating from the
intermediate levels of government
[SOURCE: ISO 5127:2017, 3.6.4.2.04]
3.2.3
local archives
archives (3.1.1) consisting of and responsible for the archives (3.1.2) mainly emanating from
municipalities or other local governmental authorities
[SOURCE: ISO 5127:2017, 3.6.4.2.05]
3.2.4
departmental archives
archives (3.1.1) of a government department or administrative agency, institution or organization
[SOURCE: ISO 5127:2017, 3.6.4.2.06, modified — Note 1 to entry has been omitted.]
3.2.5
university archives
archives (3.1.1) of or relating to a university
Note 1 to entry: For academic institutions other than universities, such as independent research institutes, select
"other type not listed above" in 7.2.1.
[SOURCE: ISO 5127:2017, 3.6.4.2.07]
3.2.6
corporate archives
documents and other materials created or received by a group of people (a company, an organization)
in the course of operations and preserved for their enduring value
Note 1 to entry: Includes business archives (3.1.1).
Note 2 to entry: Includes foundation archives (3.1.1).
[SOURCE: SAA Glossary https:// dictionary .archivists .org]
2 © ISO 2021 – All rights reserved
---------------------- Page: 8 ----------------------
ISO 24083:2021(E)
3.2.7
audiovisual archives
archives (3.1.1) and archives (3.1.2) of documents in which sound and/or pictures are prominent, and
which requires the use of special equipment to be seen and/or heard
[SOURCE: ISO 5127:2017, 3.3.3.07, modified — Archives of documents have been added to the definition.
Notes 1 and 2 to entry have been omitted.]
3.2.8
family archives
archives (3.2.2) of or relating to a family or similar genealogical entity
[SOURCE: ISO 5127:2017, 3.6.4.2.01]
3.2.9
religious archives
archives (3.1.1) of religious bodies and communities
3.3 Governing authority of archives
3.3.1
governing authority
body with legal and fiduciary responsibility for the archives (3.1.1) and for approving archives policy
[SOURCE: ISO 18461:2016, 2.3.1, modified — "Archives" is used to replace "museum". Note 1 to entry
has been omitted.]
3.3.2
state-governed archives
archives (3.1.1) governed by governmental authorities at the national level
Note 1 to entry: Lower-levels of government are accommodated by locally-governed archives (3.3.3)/regionally-
governed archives (3.1.1).
[SOURCE: ISO18461: 2016, 2.3.6, modified — The term and definition for "state-governed museum"
have been adapted to define "stage-governed archives". Note 1 to entry has been added.]
3.3.3
locally-governed archives
archives (3.1.1) governed by city or municipal authorities
[SOURCE: ISO 18461:2016, 2.3.2, modified — The term and definition for "locally-governed museum"
have been adapted to define "locally-governed archives".]
3.3.4
regionally governed archives
archives (3.1.1) governed by regional authorities (federal units, province or county authorities
[SOURCE: ISO 18461:2016, 2.3.2, modified — The term and definition for "regionally-governed museum"
have been adapted to define "regionally-governed archives".]
3.3.5
other public-governed archives
archives (3.1.1) governed by other public authorities
[SOURCE: ISO 18461:2016, 2.3.3, modified — The term and definition for "other public-governed
museum" have been adapted to define "other public-governed archives". Notes to entry have been
omitted.]
© ISO 2021 – All rights reserved 3
---------------------- Page: 9 ----------------------
ISO 24083:2021(E)
3.3.6
internationally-governed archives
archives (3.1.1) governed by an international organization (such as non-profit or non-governmental
agencies that operate internationally)
3.3.7
privately-governed archives
archives (3.1.1) governed by private entities (such as non-profit or for-profit organizations registered
under private law), families or individuals
[SOURCE: ISO 18461:2016, 2.3.4, modified — The term and definition for "private-governed museum"
have been adapted to define "private-governed archives". Note 1 to entry has been omitted.]
3.3.8
public/private partnership archives
archives (3.1.1) governed jointly, in partnership of a public and private entity
[SOURCE: ISO 18461:2016, 2.3.5, modified — The term and definition for "public/private partnership
museum" have been adapted to define "public/private partnership archives". Notes to entry have been
omitted.]
3.4 Archives services, programs and use
3.4.1
access
right, opportunity, means of finding, using or retrieving information, documents and records
[SOURCE: ISO 5127:2017, 3.11.1.01, modified — Documents and records have been added to definition.
Note 1 to entry has been omitted.]
3.4.2
download
successful request of a content unit from an archives-provided online service or other internet service
[SOURCE: ISO 2789:2013, 2.2.6, modified — In the definition, a library has been replaced by an archive.]
3.4.4
event
pre-arranged activity, in some cases ongoing or repeatable, with cultural, educational, social, political,
scholar
...
SLOVENSKI STANDARD
oSIST ISO/DIS 24083:2021
01-februar-2021
Informatika in dokumentacija - Statistika mednarodnih arhivov
Information and documentation -- International archives statistics
Information et documentation -- Statistiques internationales des archives
Ta slovenski standard je istoveten z: ISO/DIS 24083
ICS:
01.140.20 Informacijske vede Information sciences
oSIST ISO/DIS 24083:2021 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
---------------------- Page: 1 ----------------------
oSIST ISO/DIS 24083:2021
---------------------- Page: 2 ----------------------
oSIST ISO/DIS 24083:2021
DRAFT INTERNATIONAL STANDARD
ISO/DIS 24083
ISO/TC 46/SC 8 Secretariat: KATS
Voting begins on: Voting terminates on:
2020-03-23 2020-06-15
Information and documentation — International archives
statistics
Information et documentation — Statistiques internationales des archives
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 24083:2020(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 2020
---------------------- Page: 3 ----------------------
oSIST ISO/DIS 24083:2021
ISO/DIS 24083:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020
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
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 4 ----------------------
oSIST ISO/DIS 24083:2021
ISO/DIS 24083:2020(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
3.1 General . 1
3.2 Types. 2
3.3 Governing authority of archives . 3
3.4 Archives services, programs and use . 4
3.5 Holdings . 6
3.6 Space and facilities .10
3.7 Funding and expenditure .12
3.8 Holdings management.12
3.9 Archives staff .15
4 Structure and tasks of archives .16
4.1 General .16
4.2 Tasks of archives .17
4.2.1 Appraisal .17
4.2.2 Acquisition .18
4.2.3 Arrangement and description .18
4.2.4 Preservation and conservation .19
4.2.5 Access to archives and their holdings .19
4.2.6 Public outreach .19
5 Uses and benefits of archives statistics .19
5.1 Background .19
5.1.1 General.19
5.1.2 Objectives .20
5.1.3 Quality .20
5.2 Selection of statistics for the archives .20
5.3 Use of statistics .20
5.3.1 General.20
5.3.2 External communication .20
5.4 Presenting statistics to stakeholders .21
6 Reporting statistical data .22
6.1 General .22
6.2 Time period to which data refer .22
6.3 Data estimated by sample .22
7 Collecting statistical data .22
7.1 General .22
7.2 Archives .22
7.2.1 Types .23
7.2.2 Foundation year and years covered by the archives holdings .23
7.2.3 Governing authority of archives .23
7.2.4 Ownership .23
7.2.5 Number of archives separate physical locations .24
7.2.6 Archives website .24
7.3 Archives services and their use .24
7.3.1 General.24
7.3.2 Opening times .24
7.3.3 Users .24
7.3.4 Reference and informational questions .25
7.3.5 Online use and services.25
© ISO 2020 – All rights reserved iii
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oSIST ISO/DIS 24083:2021
ISO/DIS 24083:2020(E)
7.3.6 Use, copies and loans of archives holdings .26
7.3.7 Activities.27
7.3.8 Publications .29
7.4 Holdings .29
7.4.1 Total holdings at the end of the reporting period .29
7.4.2 Acquisitions during the reporting year .30
7.4.3 Acquisition mode .30
7.4.4 Deaccessions during the reporting year .30
7.4.5 Deaccession mode .30
7.4.6 Descriptive records and finding aids .31
7.5 Funding and expenditure .31
7.5.1 Operating (ordinary) expenditures .31
7.5.2 Capital expenditures .32
7.6 Space and facilities .33
7.6.1 User places .33
7.6.2 Public access workstations .33
7.6.3 Reprographic facilities .33
7.6.4 Public Access Wi-Fi .33
7.6.5 Space .33
7.7 Management .35
7.7.1 Cooperative projects .35
7.7.2 Partnerships .35
7.7.3 Preservation/conservation .35
7.7.4 Digitization.36
7.7.5 Microform .36
7.8 Archives staff .36
7.8.1 General.36
7.8.2 Total staff .37
7.8.3 Staff training .37
7.8.4 Professional education .37
7.8.5 Staff allocation to service areas/working areas .38
Bibliography .39
iv © ISO 2020 – All rights reserved
---------------------- Page: 6 ----------------------
oSIST ISO/DIS 24083:2021
ISO/DIS 24083:2020(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation on the meaning of ISO specific terms and expressions related to conformity assessment,
as well as information about ISO's adherence to the World Trade Organization (WTO) principles in the
Technical Barriers to Trade (TBT) see the following URL: www .iso .org/ iso/ foreword .html.
The committee responsible for this document is ISO/TC46, Information and documentation,
Subcommittee SC8, Quality – Statistics and performance evaluation.
© ISO 2020 – All rights reserved v
---------------------- Page: 7 ----------------------
oSIST ISO/DIS 24083:2021
ISO/DIS 24083:2020(E)
Introduction
This international standard provides guidance to the archives 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 archives and archives services; 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.
It is recognized that not all measures specified in this International Standard can be collected by
archives of different types, sizes, and functions.
vi © ISO 2020 – All rights reserved
---------------------- Page: 8 ----------------------
oSIST ISO/DIS 24083:2021
DRAFT INTERNATIONAL STANDARD ISO/DIS 24083:2020(E)
Information and documentation — International archives
statistics
1 Scope
This International Standard specifies guidelines for the archives community on the collection and
reporting of statistics for the following purposes:
— strategic planning and internal management of archives;
— aggregating and comparing operational and performance statistics at regional, national, and
international levels;
— reporting to stakeholders such as funding institutions, politicians, researchers, and the general public;
— promoting the role and value of archives for advancing learning and research, education and culture,
and social and economic life.
This standard does not apply to records centres responsible for records that are still in the legal custody
of the organization that created or received them, although it is recognized that some archives also have
responsibilities for appraising, acquiring, and managing the current records of organizations that may
or not be transferred to the archives for permanent retention. When applying this standard to archives
that also perform records management functions, the archives should exclude statistics that pertain
to its records management functions, including measures pertaining to holdings and their usage and
preservation, funding and expenditures, space and facilities, staffing and management.
2 Normative references
There are no normative references in this document.
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:
— ISO Online browsing platform: available at http:// www .iso .org/ obphttp:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1 General
3.1.1
archives (1)
organization or part of an organization responsible for selection, acquisition, preservation, and
availability of one or more archives (2)
[SOURCE: ISO 5127:2017 3.2.3.01]
© ISO 2020 – All rights reserved 1
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oSIST ISO/DIS 24083:2021
ISO/DIS 24083:2020(E)
3.1.2
archives (2)
materials, items, records or documents created or received by a person, family or organization, public
or private, in the conduct of their affairs and preserved because of the enduring value contained in
them or as evidence of the functions and responsibilities of their creator, especially those materials
maintained using the principles of provenance, original order and collective control
[SOURCE: ISO 5127:2017 3.6.1.03 modified]
3.2 Types
3.2.1
national archives
central archives (1) consisting of and responsible for the archives (2) mainly emanating from the
central government of a state
[SOURCE: ISO 5127:2017 3.6.4.2.03]
3.2.2
regional archives
archives (1) consisting of and responsible for the archives (2) mainly emanating from the intermediate
levels of government
[SOURCE: ISO 5127:2017 3.6.4.2.04]
3.2.3
local archives
archives (1) consisting of and responsible for the archives (2) mainly emanating from municipalities or
other local governmental authorities
[SOURCE: ISO 5127:2017 3.6.4.2.05]
3.2.4
departmental archives
archives (1) of a government department or administrative agency, institution or organization
[SOURCE: ISO 5127:2017 3.6.4.2.06 - modified]
3.2.5
university archives
archives (1) of or relating to a university
Note 1 to entry: For academic institutions other than universities, select “other type not listed above” in section
7.2.1 - Types
[SOURCE: ISO 5127:2017 3.6.4.2.07]
3.2.6
corporate archives
1. documents and other materials created or received by a group of people (a company, an
organization) in the course of operations and preserved for their enduring value
2. the division within an organization responsible for such materials
Note 1 to entry: Includes business archives.
Note 2 to entry: Includes foundation archives.
[SOURCE: SAA Glossary 2005]
2 © ISO 2020 – All rights reserved
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oSIST ISO/DIS 24083:2021
ISO/DIS 24083:2020(E)
3.2.7
audiovisual archives
archives (1) and archives (2) of document in which sound and/or pictures are prominent, and which
requires the use of special equipment to be seen and/or heard
[SOURCE: ISO 5127:2017 3.3.3.07 - modified]
3.2.8
family archives
archives (2) of or relating to a family or similar genealogical entity
[SOURCE: ISO 5127:2017 3.6.4.2.01]
3.2.9
religious archives
archives (1) of religious bodies and communities
3.3 Governing authority of archives
3.3.1
governance
body with legal and fiduciary responsibility for the archives and for approving archives policy
[SOURCE: ISO 18461:2016, 2.3.1 - modified]
3.3.2
state-governed archives
archives (1) governed by governmental authorities at the national level
Note 1 to entry: Lower-levels of government are accommodated by 3.3.3 locally/regionally-governed archives.
[SOURCE: ISO18461: 2016, 2.3.6 - modified]
3.3.3
locally/regionally-governed archives
archives (1) governed by local or regional authorities (province, county, city, town etc.)
[SOURCE: ISO18461: 2016, 2.3.2 - modified]
3.3.4
other publicly-governed archives
archives (1) governed by other public authorities
[SOURCE: ISO 18461:2016, 2.3.3 - modified]
3.3.5
internationally-governed archives
archives (1) governed by an international organization (such as non-profit or non-governmental
agencies that operate internationally)
3.3.6
privately-governed archives
archives (1) governed by private entities (such as non-profit or for-profit organizations registered
under private law), families or individuals
[SOURCE: ISO 18461:2016, 2.3.4 - modified]
3.3.7
public/private partnership archives
archives (1) governed jointly, in partnership of a public and private entity
[SOURCE: ISO 18461:2016, 2.3.5 - modified]
© ISO 2020 – All rights reserved 3
---------------------- Page: 11 ----------------------
oSIST ISO/DIS 24083:2021
ISO/DIS 24083:2020(E)
3.4 Archives services, programs and use
3.4.1
access
right, opportunity, means of finding, using or retrieving information
[SOURCE: ISO 5127:2017 3.11.1.01]
3.4.2
certification
act of attesting the official character of a document or of a copy thereof
[SOURCE: SOURCE; ISO 5127:2017 3.1.1.52- modified]
3.4.3
download
successful request of a content unit from an archives-provided service or other Internet service
[SOURCE: ISO 2789:2013, 2.2.6 - modified]
3.4.4
event
pre-arranged activity, in some cases ongoing or repeatable, with cultural, educational, social, political,
scholarly, or other intent involving a group of people
EXAMPLE Exhibitions, author visits, literary discussions, workshops, etc.
Note 1 to entry: Only events arranged by the archive (2) on its own or in partnership with other institutions are
included, whether inside or outside the archive (2) premises. Events inside the archive (2) premises organized by
institutions outside the archive (2) without the archive’s (2) cooperation are excluded.
Note 2 to entry: User education lessons and pre-arranged archive (2) visits are excluded.
Note 3 to entry: Ongoing programs are excluded (i.e. education program, exhibition program) but each session of
a program is counted as one event.
Note 4 to entry: Virtual events are included.
[SOURCE: ISO 2789:2012.2.9 - modified]
3.4.5
exhibition
curated display (3.1.11.14) of objects (3.1.1.01) on a clear concept and communicating (3.1.8.04) a
message (3.1.8.02)
Note 1 to entry: See also ISO 25639-1:2008, definition 3.1; ISO 2789:2013, definition 2.2.10.
[SOURCE: ISO 5127:2017(en), 3.11.1.09]
3.4.6
informational question
directional and/or administrative inquiry delivered to archives staff
Note 1 to entry: This includes e.g. questions for locating staff or facilities, questions regarding opening times and
registering procedures, and questions about handling equipment such as printers and computer terminals.
Note 2 to entry: It is essential that archives do not include reference questions (3.4.13) in this category.
[SOURCE: ISO 2789:2013, 2.2.13 - modified]
4 © ISO 2020 – All rights reserved
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oSIST ISO/DIS 24083:2021
ISO/DIS 24083:2020(E)
3.4.7
loan
lending of items in the archives collection to, or borrowing an item from, other collecting organizations,
private collectors, or agencies
...
FINAL
INTERNATIONAL ISO/FDIS
DRAFT
STANDARD 24083
ISO/TC 46/SC 8
Information and documentation —
Secretariat: KATS
International archives statistics
Voting begins on:
20210127
Information et documentation — Statistiques internationales des
archives
Voting terminates on:
20210324
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 SUPPOR TING
DOCUMENTATION.
IN ADDITION TO THEIR EVALUATION AS
Reference number
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO
ISO/FDIS 24083:2021(E)
LOGICAL, COMMERCIAL AND USER PURPOSES,
DRAFT INTERNATIONAL STANDARDS MAY ON
OCCASION HAVE TO BE CONSIDERED IN THE
LIGHT OF THEIR POTENTIAL TO BECOME STAN
DARDS TO WHICH REFERENCE MAY BE MADE IN
©
NATIONAL REGULATIONS. ISO 2021
---------------------- Page: 1 ----------------------
ISO/FDIS 24083:2021(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2021
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
CH1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2021 – All rights reserved
---------------------- Page: 2 ----------------------
ISO/FDIS 24083:2021(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
3.1 General . 1
3.2 Types. 2
3.3 Governing authority of archives . 3
3.4 Archives services, programs and use . 4
3.5 Holdings . 7
3.6 Space and facilities .11
3.7 Funding and expenditure .13
3.8 Holdings management.14
3.9 Archives staff .17
4 Structure and tasks of archives .18
4.1 General .18
4.2 Tasks of archives .18
4.2.1 General.18
4.2.2 Appraisal .18
4.2.3 Acquisition .19
4.2.4 Arrangement and description .19
4.2.5 Preservation and conservation .20
4.2.6 Access to archives and their holdings .20
4.2.7 Public outreach .21
4.2.8 Technical advice . .21
5 Uses and benefits of archives statistics .21
5.1 Background .21
5.1.1 General.21
5.1.2 Objectives .21
5.1.3 Quality .22
5.2 Selection of statistics for the archives .22
5.3 Use of statistics .22
5.3.1 General.22
5.3.2 External communication .22
5.4 Presenting statistics to stakeholders .23
6 Reporting statistical data .23
6.1 General .23
6.2 Time period to which data refer .23
6.3 Data estimated by sample .24
7 Collecting statistical data .24
7.1 General .24
7.2 Archives .24
7.2.1 Overview .24
7.2.2 Types .24
7.2.3 Foundation year . .25
7.2.4 Governing authority of archives .25
7.2.5 Ownership .25
7.2.6 Number of archives separate physical locations .25
7.2.7 Archives website .26
7.3 Archives services and their use .26
7.3.1 General.26
7.3.2 Opening hours and conditions .26
© ISO 2021 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO/FDIS 24083:2021(E)
7.3.3 Users .26
7.3.4 Consultancy rooms .27
7.3.5 Technical equipment .27
7.3.6 Reference and informational questions .27
7.3.7 Online use and services.28
7.3.8 Use, copies and loans of archives holdings .29
7.3.9 Activities.30
7.3.10 Publications .31
7.4 Holdings .32
7.4.1 General.32
7.4.2 Years covered by the archives holdings .32
7.4.3 Total holdings at the end of the reporting period .32
7.4.4 Acquisitions during the reporting year .33
7.4.5 Acquisition mode .33
7.4.6 Deaccessions during the reporting year .33
7.4.7 Deaccession mode .33
7.4.8 Descriptive records and finding aids .34
7.4.9 Appraisal assessment. .34
7.5 Funding and expenditure .34
7.5.1 Operating (ordinary) expenditures .34
7.5.2 Capital expenditures .36
7.6 Space and facilities .36
7.6.1 User places .36
7.6.2 Public access workstations .37
7.6.3 Reprographic facilities .37
7.6.4 Public access WiFi . . .37
7.6.5 Space .37
7.6.6 Security and environmental systems .38
7.7 Management .38
7.7.1 Cooperative projects .38
7.7.2 Partnerships .39
7.7.3 Preservation/conservation .39
7.7.4 Digitization.40
7.7.5 Microform .40
7.8 Archives staff .40
7.8.1 General.40
7.8.2 Total staff .40
7.8.3 Staff training .41
7.8.4 Professional education .41
7.8.5 Staff allocation to service areas/working areas .41
7.8.6 Auxiliary archivist .42
Bibliography .43
iv © ISO 2021 – All rights reserved
---------------------- Page: 4 ----------------------
ISO/FDIS 24083:2021(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 nongovernmental, 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.
© ISO 2021 – All rights reserved v
---------------------- Page: 5 ----------------------
ISO/FDIS 24083:2021(E)
Introduction
This document collects statistics for measuring the archives performance of their tasks, services and use.
Clauses 3 and 7 form the core of this document. Clause 3 provides definitions for most of the elements
which constitute archives and archives services; 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.
It is recognized that not all measures specified in this document can be collected by archives of different
types, sizes, and functions.
vi © ISO 2021 – All rights reserved
---------------------- Page: 6 ----------------------
FINAL DRAFT INTERNATIONAL STANDARD ISO/FDIS 24083:2021(E)
Information and documentation — International archives
statistics
1 Scope
This document specifies guidelines for the archives community on the collection and reporting of
statistics for the following purposes:
— strategic planning and internal management of archives;
— aggregating and comparing operational and performance statistics at regional, national, and
international levels;
— reporting to stakeholders such as funding institutions, politicians, researchers, and the general public;
— promoting the role and value of archives for advancing learning and research, education and culture,
and social and economic life;
— improving the management of processes, reinforcing transparency and supporting good governance.
This document does not apply to records centres responsible for records that are still in the legal
custody of the organization that created or received them, although it is recognized that some archives
also have responsibilities for appraising, acquiring, and managing the current records of organizations
that can or not be transferred to the archives for permanent retention. When applying this document
to archives that also perform records management functions, the archives can exclude statistics that
pertain to its records management functions, including measures pertaining to holdings and their
usage and preservation, funding and expenditures, space and facilities, staffing and management.
2 Normative references
There are no normative references in this document.
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:
— ISO Online browsing platform: available at http:// www .iso .org/ obphttp:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1 General
3.1.1
archives
organization or part of an organization responsible for selection, acquisition,
preservation, and availability of one or more archives (3.1.2)
[SOURCE: ISO 5127:2017, 3.2.3.01, modified — Note 1 to entry until Note 4 to entry has been omitted]
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ISO/FDIS 24083:2021(E)
3.1.2
archives
materials, items, records or documents created or received by a person, family or
organization, public or private, in the conduct of their affairs and preserved because of the enduring
value contained in them or as evidence of the functions and responsibilities of their creator, especially
those materials maintained using the principles of provenance, original order and collective control
[SOURCE: ISO 5127:2017, 3.6.1.03, modified — Items, records or documents have been included to
define archives. Note 1 to entry has been omitted.]
3.2 Types
3.2.1
national archives
central archives (3.1.1) consisting of and responsible for the archives (3.1.2) mainly emanating from the
central government of a state
[SOURCE: ISO 5127:2017, 3.6.4.2.03]
3.2.2
regional archives
archives (3.1.1) consisting of and responsible for the archives (3.1.2) mainly emanating from the
intermediate levels of government
[SOURCE: ISO 5127:2017, 3.6.4.2.04]
3.2.3
local archives
archives (3.1.1) consisting of and responsible for the archives (3.1.2) mainly emanating from
municipalities or other local governmental authorities
[SOURCE: ISO 5127:2017, 3.6.4.2.05]
3.2.4
departmental archives
archives (3.1.1) of a government department or administrative agency, institution or organization
[SOURCE: ISO 5127:2017, 3.6.4.2.06, modified — Note 1 to entry has been omitted.]
3.2.5
university archives
archives (3.1.1) of or relating to a university
Note 1 to entry: For academic institutions other than universities, such as independent research institutes, select
"other type not listed above" in 7.2.1.
[SOURCE: ISO 5127:2017, 3.6.4.2.07]
3.2.6
corporate archives
documents and other materials created or received by a group of people (a company, an organization)
in the course of operations and preserved for their enduring value
Note 1 to entry: Includes business archives (3.1.1).
Note 2 to entry: Includes foundation archives (3.1.1).
[SOURCE: SAA Glossary https:// dictionary .archivists .org]
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ISO/FDIS 24083:2021(E)
3.2.7
audiovisual archives
archives (3.1.1) and archives (3.1.2) of documents in which sound and/or pictures are prominent, and
which requires the use of special equipment to be seen and/or heard
[SOURCE: ISO 5127:2017, 3.3.3.07, modified — Archives of documents have been added to the definition.
Notes 1 and 2 to entry have been omitted.]
3.2.8
family archives
archives (3.2.2) of or relating to a family or similar genealogical entity
[SOURCE: ISO 5127:2017, 3.6.4.2.01]
3.2.9
religious archives
archives (3.1.1) of religious bodies and communities
3.3 Governing authority of archives
3.3.1
governing authority
body with legal and fiduciary responsibility for the archives (3.1.1) and for approving archives policy
[SOURCE: ISO 18461:2016, 2.3.1, modified — "Archives" is used to replace "museum". Note 1 to entry
has been omitted.]
3.3.2
state-governed archives
archives (3.1.1) governed by governmental authorities at the national level
Note 1 to entry: Lower-levels of government are accommodated by 3.3.3 locally/regionally-governed archives
(3.1.1).
[SOURCE: ISO18461: 2016, 2.3.6, modified — The term and definition for "state-governed museum"
have been adapted to define "stage-governed archives". Note 1 to entry has been added.]
3.3.3
locally-governed archives
archives (3.1.1) governed by city or municipal authorities
[SOURCE: ISO 18461:2016, 2.3.2, modified — The term and definition for "locally-governed museum"
have been adapted to define "locally-governed archives".]
3.3.4
regionally governed archives
archives (3.1.1) governed by regional authorities (federal units, province or county authorities
[SOURCE: ISO 18461:2016, 2.3.2, modified — The term and definition for "regionally-governed museum"
have been adapted to define "regionally-governed archives".]
3.3.5
other public-governed archives
archives (3.1.1) governed by other public authorities
[SOURCE: ISO 18461:2016, 2.3.3, modified — The term and definition for "other public-governed
museum" have been adapted to define "other public-governed archives". Notes to entry have been
omitted.]
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ISO/FDIS 24083:2021(E)
3.3.6
internationally-governed archives
archives (3.1.1) governed by an international organization (such as non-profit or non-governmental
agencies that operate internationally)
3.3.7
privately-governed archives
archives (3.1.1) governed by private entities (such as non-profit or for-profit organizations registered
under private law), families or individuals
[SOURCE: ISO 18461:2016, 2.3.4, modified — The term and definition for "private-governed museum"
have been adapted to define "private-governed archives". Note 1 to entry has been omitted.]
3.3.8
public/private partnership archives
archives (3.1.1) governed jointly, in partnership of a public and private entity
[SOURCE: ISO 18461:2016, 2.3.5, modified — The term and definition for "public/private partnership
museum" have been adapted to define " public/private partnership archives". Notes to entry have been
omitted.]
3.4
...
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