Information and documentation - Bibliographic data element directory for use in data exchange and enquiry

This International Standard describes, in the form of a directory, data elements used to support the processes of acquisition, resource description and cataloguing, searching and requesting loan or copy by an end user or an institution. This International Standard includes data elements that are exchanged or are potentially exchanged among bibliographic systems. As part of the consolidation phase, the data elements were broadly classed and sub-classed and are presented in two sequences, one by class and sub-class and the other by an alphabetical sequence. The alphabetical sequence includes examples and synonyms identified during the consolidation phase and those found in related interchange protocols and schemas. As the grouping of data elements may differ among different protocols and record schemas, the data elements have been broadly classed and grouped, but no further structure has been made. As new ways of inter-operating evolve, some new data elements may evolve, but the biggest change is usually in the way that existing data elements are grouped. For example, whether a purchase transaction is carried out manually or electronically, the base data elements of the transaction, requester, supplier and object of purchase remain constant, and this is reflected in the fact that most data elements in this International Standard originated several decades ago. To accommodate the potential changing grouping of data elements, an attempt has been made to identify common concepts across processes. For example, a new focus on end user delivery is causing diverse delivery options to be grouped together such that purchase, loan and inter-library loan processes are presented as alternatives; therefore, the identification of common concepts in all these processes is necessary for the development of seamless user interfaces.

Information et documentation - Répertoire pour l'échange des éléments de données bibliographiques et la recherche

L'ISO 8459:2009 comprend les �l�ments de donn�es qui sont �chang�s ou qui peuvent l'�tre, entre syst�mes bibliographiques. Les �l�ments de donn�es qui ne sont pas �chang�s ou non susceptibles de l'�tre, sont laiss�s de c�t� car ils ne requi�rent pas de normalisation. Les �l�ments de donn�es v�hicul�s par les protocoles de transport ne sont pas pris en compte; seuls le sont, ceux li�s aux protocoles au niveau de l'application.
NOTE La version fran�aise de la pr�sente Norme internationale ne comporte pas la colonne des synonymes pour les �l�ments de donn�es ce qui explique la diff�rence de longueur entre la version anglaise et la version fran�aise.

Informatika in dokumentacija - Seznam elementov bibliografskih podatkov za izmenjavo podatkov in poizvedbo

General Information

Status
Published
Public Enquiry End Date
31-Mar-2009
Publication Date
15-Nov-2009
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
26-Oct-2009
Due Date
31-Dec-2009
Completion Date
16-Nov-2009

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INTERNATIONAL ISO
STANDARD 8459
First edition
2009-05-15
Information and documentation —
Bibliographic data element directory for
use in data exchange and enquiry
Information et documentation — Répertoire pour l'échange des
éléments de données bibliographiques et la recherche
Reference number
ISO 8459:2009(E)
ISO 2009
---------------------- Page: 1 ----------------------
ISO 8459:2009(E)
PDF disclaimer

This PDF file may contain embedded typefaces. In accordance with Adobe's licensing policy, this file may be printed or viewed but

shall not be edited unless the typefaces which are embedded are licensed to and installed on the computer performing the editing. In

downloading this file, parties accept therein the responsibility of not infringing Adobe's licensing policy. The ISO Central Secretariat

accepts no liability in this area.
Adobe is a trademark of Adobe Systems Incorporated.

Details of the software products used to create this PDF file can be found in the General Info relative to the file; the PDF-creation

parameters were optimized for printing. Every care has been taken to ensure that the file is suitable for use by ISO member bodies. In

the unlikely event that a problem relating to it is found, please inform the Central Secretariat at the address given below.

COPYRIGHT PROTECTED DOCUMENT
© ISO 2009

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

electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or

ISO's member body in the country of the requester.
ISO copyright office
Case postale 56 • CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail copyright@iso.org
Web www.iso.org
Published in Switzerland
ii © ISO 2009 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 8459:2009(E)
Contents Page

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

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

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

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

3 Directory .................................................................................................................................................6

3.1 General....................................................................................................................................................6

3.2 Organization of elements by class and sub-class .............................................................................7

4 Alphabetically ordered list of data elements, examples and synonyms .......................................66

Bibliography ....................................................................................................................................................140

Tables

Table 1 — Summary of classes ........................................................................................................................ 6

Table 2 — Class: Address................................................................................................................................. 7

Table 3 — Class: Database record................................................................................................................. 10

Table 4 — Class: Finance ............................................................................................................................... 16

Table 5 — Class: Holdings (physical or electronic copies)......................................................................... 21

Table 6 — Class: Party .................................................................................................................................... 26

Table 7 — Class: Party — Group.................................................................................................................... 29

Table 8 — Class: Party — Person (involved in a transaction) .................................................................... 30

Table 9 — Class: Request............................................................................................................................... 34

Table 10 — Class: Resource........................................................................................................................... 44

Table 11 — Class: Search (including database elements) ..........................................................................53

Table 12 — Class: Transaction....................................................................................................................... 60

Table 13 — Alphabetically ordered list of data elements ............................................................................ 66

© ISO 2009 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO 8459:2009(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.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards

adopted by the technical committees are circulated to the member bodies for voting. Publication as an

International Standard requires approval by at least 75 % of the member bodies casting a vote.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent

rights. ISO shall not be held responsible for identifying any or all such patent rights.

ISO 8459 was prepared by Technical Committee ISO/TC 46, Information and documentation, Subcommittee

SC 4, Technical Interoperability.

This first edition cancels and replaces ISO 8459-1, ISO 8459-2, ISO 8459-3, ISO 8459-4 and ISO 8459-5,

which have been technically revised.

It contains the data elements still in force today and incorporates a number of new ones linked to new types of

resources into a single document. It is presented in two basic parts:

a) a data element directory (Clause 3) where the different data elements are regrouped in different columns,

specifying for each of them its rank (a sequence number is allocated to each element), class, entry,

definition, examples and synonyms when existent;

b) an alphabetical sequence (Clause 4) which lists for each element its entry, equivalence, name, class and

sub-class.
iv © ISO 2009 – All rights reserved
---------------------- Page: 4 ----------------------
ISO 8459:2009(E)
Introduction

This International Standard specifies and describes data elements required in the interchange of data

between bibliographic systems (i.e. terminal or browser to computer or computer to computer). Data are

interchanged for the purpose of starting or supporting a process. In order to transmit information required to

support a process, the various elements of data in the interchanged messages must be fully understandable

to the processes concerned.

This International Standard is seen as serving as a resource tool for interoperability among standards in

bibliographic and library domains. It serves to harmonize the various different standards in these domains,

comprising content schemas, protocols, profiles and models. To this end, data elements are defined at various

levels because they may be defined at different levels in different protocols and schemas. The focus of the

standard is to provide common definitions for data elements that are exchanged in protocol messages

between systems.

System developers typically employ multiple standards and thus can profit from the identified inter-

relationships and definitions in their database designs to achieve dynamic inter-operability when employing

various standards.

This International Standard is also intended as a foundation for new standards. By inheriting element names

and definitions, new standards can be achieved in an efficient way that directly relates them with existing

standards in the field.

The inclusion of multiple examples and synonyms is also intended to assist in the translation of the standard

into other languages.

The elements from the previously published five parts of ISO 8459 have been examined, updated where

necessary and consolidated into a single set of elements such that this International Standard replaces these

previous parts.

There are no referenced documents that are indispensible for the application of this International Standard.

The Bibliography indicates sources consulted and used in the construction of this International Standard.

The standards cited in the Bibliography are examples for data elements in this International Standard but are

not prescriptive.

The list also contains reference to the protocol and schema standards that were used to validate the data

elements and concepts in this International Standard.
© ISO 2009 – All rights reserved v
---------------------- Page: 5 ----------------------
INTERNATIONAL STANDARD ISO 8459:2009(E)
Information and documentation — Bibliographic data element
directory for use in data exchange and enquiry
1 Scope

This International Standard describes, in the form of a directory, data elements used to support the processes

of acquisition, resource description and cataloguing, searching and requesting loan or copy by an end user or

an institution.

This International Standard includes data elements that are exchanged or are potentially exchanged among

bibliographic systems. Those data elements that are not exchanged or not likely to be exchanged are ignored

as they do not need standardization. Data elements being handled by transport protocols are not included,

only those related to application level protocols.

As part of the consolidation phase, the data elements were broadly classed and sub-classed and are

presented in two sequences, one by class and sub-class and the other by an alphabetical sequence. The

alphabetical sequence includes examples and synonyms identified during the consolidation phase and those

found in related interchange protocols and schemas.

As the grouping of data elements may differ among different protocols and record schemas, the data elements

have been broadly classed and grouped, but no further structure has been made. Similarly, the sequence of

data elements, whether or not a data element is mandatory or how it is structured and validated may vary

according to its employment and consequently these data element attributes are outside the scope of this

International Standard.

As new ways of inter-operating evolve, some new data elements may evolve, but the biggest change is

usually in the way that existing data elements are grouped. For example, whether a purchase transaction is

carried out manually or electronically, the base data elements of the transaction, requester, supplier and

object of purchase remain constant, and this is reflected in the fact that most data elements in this

International Standard originated several decades ago. To accommodate the potential changing grouping of

data elements, an attempt has been made to identify common concepts across processes. For example, a

new focus on end user delivery is causing diverse delivery options to be grouped together such that purchase,

loan and inter-library loan processes are presented as alternatives; therefore, the identification of common

concepts in all these processes is necessary for the development of seamless user interfaces.

NOTE The French version of this International Standard does not contain the column entitled “Synonyms” in Tables 2

to 12 for the following reasons:

⎯ a large number of the variant data element names translate to the same data element name in French;

⎯ a number of the variant data element names have been taken from standards which have not been translated into

French.

The difference between the English and French versions is particularly noticeable in Table 13.

© ISO 2009 – All rights reserved 1
---------------------- Page: 6 ----------------------
ISO 8459:2009(E)
2 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
2.1
acquisition

work of increasing and bringing up to date the stock of a library or documentation centre or service according

to the collection policy of the institution
2.2
address

group of data elements that give a geographic or electronic location or place associated with an individual or

institution
2.3
attribute
characteristic or property of a party or item
2.4
authentication
establishment of the identity of a person or party in a transaction
2.5
authorization

establishment of rights to services once the identity of a requester has been ascertained via an authentication

process
2.6
authority record

record in a cataloguing system that describes, analyses and controls the standardized form of a name,

subject, series or other heading
2.7
bibliographic resource

entity, either serial or non-serial, that forms the basis for a single resource description

2.8
bibliographic record

record in a cataloguing system that describes, analyses and controls a bibliographic resource

2.9
booking
reservation of an item or a location for a fixed time period and duration
2.10
catalogue record

record in a cataloguing system that describes, analyses and controls bibliographic, authority or holdings data

2.11
cataloguing

process of compiling a record for inclusion in one or more catalogues or indexes, which describes an entity

and assists in its retrieval
2.12
circulation

work of controlling the loan and supply, user identification, status, return, recall, associated fees, bookings and

reservations for items or copies thereof of the physical holdings of a library
2 © ISO 2009 – All rights reserved
---------------------- Page: 7 ----------------------
ISO 8459:2009(E)
2.13
character string
combination of letters, digits, punctuation marks or other symbols
2.14
component

unique bibliographic part of a set, such as a volume of a serial or multi-volume work

2.15
copy

tangible instance of a bibliographic resource or set, whether physical or electronic, comprising one or more

pieces
2.16
data element

basic unit of identifiable and definable data, having a data element name represented by a tag as identifier

and one or more values for expressing one or more particular facts
2.17
data element directory

listing of data elements with specifications of representative data element values, as appropriate

2.18
data element group
set of related data elements
2.19
data element group name
one or more words in a natural language identifying a data element group
2.20
data element name
one or more words in a natural language identifying a data element
2.21
data element value

fact expressed by codes, digits or natural language corresponding to the data element description and

representation
2.22
database

collection of machine-readable information organized so that it can be easily accessed, managed and updated

2.23
finance
data elements concerning monetary information associated with a transaction
2.24
holdings

information that describes, analyses and controls copies associated with a bibliographic resource

2.25
holdings record

record in a cataloguing system that describes, analyses and controls holdings associated with a bibliographic

record
© ISO 2009 – All rights reserved 3
---------------------- Page: 8 ----------------------
ISO 8459:2009(E)
2.26
holdings statement

summary of the locations of a specific bibliographic resource and, optionally, the units of that item held at a

location
2.27
identifier

data string or pointer that establishes the identity of an item, institution or person alone or in combination with

other elements
2.28
information retrieval

action, methods and procedures for recovering information on a given matter or references to pertinent

documents from stored data
2.29
interloan
inter-library loan

loan of a document or documents from one institution to another or the supply of a substitute for the requested

document or documents
2.30
loan
temporary transfer of custody of a copy to another individual or institution
2.31
message
structured combination of data elements used in a transaction
2.32
metadata

structured data associated with data that describe the data or provide additional information not contained

within the data themselves
2.33
party

person or group performing a role in relation to the business of a specific community or domain

2.34
piece
item

unit of a copy on which transactions can be made, such as a physical part that can be lent or reserved or an

electronic file that can be downloaded or accessed
2.35
record

group of data elements usually treated as a unit and often organized into sub-units called fields, which

identifies, describes and facilitates retrieval of an entity
2.36
representation

method by which a particular data element value is expressed using one or more numbers, letters or symbols

2.37
request

transaction that initiates purchase, loan, inter-library loan, copy or access to an item

4 © ISO 2009 – All rights reserved
---------------------- Page: 9 ----------------------
ISO 8459:2009(E)
2.38
reservation

request by a person or group to be placed on a holding (waiting) queue for a bibliographic resource that is

temporarily unavailable; also called a hold
2.39
resource

work, created as a result of intellectual effort, that may be expressed in physical or digital form

2.40
result set

group of metadata records, citations or other information units retrieved by a search

2.41
scan

positioning within an index or other ordered data sequence in order to retrieve and to view index entries by

moving forwards and backwards within the sequence
2.42
selective dissemination of information
SDI

service that re-enacts a standard search or searches against one or more databases to provide regular

updated information
2.43
search

structured query describing data elements and their values necessary for retrieving data from a database

2.44
serial issue

unit of a bibliographic resource that is issued in successive parts at regular or irregular intervals and intended

to be continued indefinitely
2.45
session
period of time during which a user is connected online to a system
2.46
set

collection of components of a bibliographic resource including multi-volume publications and resources

published serially, often received by a subscription purchase
2.47
tag

identifier allocated for use in place of a data element name or data element group name

2.48
task

operation performed by a system that may be performed online, in background or in batch mode, thus not

necessarily tied to a specific session
2.49
transaction
creation or modification of a message required to support a process
© ISO 2009 – All rights reserved 5
---------------------- Page: 10 ----------------------
ISO 8459:2009(E)
3 Directory
3.1 General

The directory is organized, by class and sub-class, into a series of tables. The data element name is the

persistent identifier. A table is given for each class, and within the class, table row numbers have been

assigned so that when this International Standard is translated into other languages, there is an easy

reference to each data element and a clear sequence. The table row numbers are not unique, as each table

has its own sequence and they are not intended to be used as persistent identifiers of the data elements.

Table 1 summarizes the classes.
Table 1 — Summary of classes
Class Subclause Table number
Address 3.2.1 2
Database record 3.2.2 3
Finance 3.2.3 4
Holdings (physical or electronic copies) 3.2.4 5
Party 3.2.5 6
Party — Group 3.2.6 7
Party — Person (involved in a transaction) 3.2.7 8
Request 3.2.8 9
Resource 3.2.9 10
Search (including database elements) 3.2.10 11
Transaction 3.2.11 12
6 © ISO 2009 – All rights reserved
---------------------- Page: 11 ----------------------
ISO 8459:2009(E)
© ISO 2009 – All rights reserved 7
3.2 Organization of elements by class and sub-class
3.2.1 Organization by “Address” class
Table 2 — Class: Address
Row Class Sub-class Data element name Description Examples Synonyms

01 Address Address Group of data elements that give a geographic Address of user Communication details

or electronic location or place associated with
an individual or institution

02 Address Address Address label Code, word or phrase that defines the nature of Business address, Home

a given address where there are multiple address, Parents’ address
addresses associated with an institution or
individual

03 Address Address Address role Word or code that indicates the type of Agency address role type, Address instruction,

message or mail that is sent to an address Billing address, Delivery Address role type

where there are multiple addresses associated address, Invoice address,
with an institution or individual Return to address, Ship to,
Shipping address, User
address information

04 Address Address Address status Code, word or phrase that indicates which Current address flag

address of a series of addresses associated
with an institution or individual is preferred

05 Address Address Address type Indicates the form of communication associated Delivery method type

with an address, physical or electronic

06 Address Address Contact person Name of an individual associated with an Custodian, Invoice enquiries, Care of

address in a particular role Reference enquiries

07 Address Address Date/time address Date and time from which an address is no Agency address: valid to date,

invalid longer valid for use User address: valid to date

08 Address Address Date/time address Date and time from which an address is valid Agency address: valid from

valid for use date, User address: valid from
date

09 Address Address Unstructured address Address where the components of the address

are not distinguished and where the structure
may be limited to the inclusion of line breaks

10 Address Electronic e-delivery description Human readable text identifying an electronic

address delivery service
---------------------- Page: 12 ----------------------
ISO 8459:2009(E)
8 © ISO 2009 – All rights reserved
Table 2 (continued)
Row Class Sub-class Data element name Description Examples Synonyms

11 Address Electronic e-delivery details Information concerning the nature of electronic

address delivery of a particular document
12 Address Electronic e-delivery service Name of an electronic delivery service
address

13 Address Electronic Electronic address Unique identifier used to identify a device or Administration email, Email Electronic address data,

address location within a communications network or address, IP address (Internet Telecom service address,

service Protocol), Telephone Telenetwork address

14 Address Electronic Electronic address Form of electronic communication used by an

address type address, including electronic mail, Internet
Protocol (IP) address and telephone number

15 Address Electronic Electronic delivery Group of data elements providing details of how Name or code

address service a document should be delivered electronically

16 Address Electronic Electronic delivery Normal interval between a request and Delivery time

address time electronic delivery provided by an electronic
delivery service

17 Address Electronic Electronic mail Unique number assigned to an electronic mail Electronic address,

address identifier box or service connection Telenetwork address

18 Address Electronic Telecommunication Code, word, phrase or initialism used to identify Telecom service identifier

address carrier the telecommunications carrier facilities being
used to access a remote system

19 Address Electronic Telefacsimile number Telecommunications number used for sending

address and receiving telefacsimiles

20 Address Electronic Telephone number Unique number assigned to a telephone line

address

21 Address Physical Address line Phrase, usually numbered, intended to be used Line 1, Line 2 Address detail, Address part

address for printing or displaying an address with the
address elements in sequence

22 Address Physical Building Phrase used to identify a particular edifice Building name, House name

address within a building complex
23 Address Physical City Word or phrase used to identify an urban area,
address including a city, suburb or postal area
24 Address Physical Country Word or phrase used to identify a country
address
---------------------- Page: 13 ----------------------
ISO 8459:2009(E)
© ISO 2009 – All rights reserved 9
Table 2 (continued)
Row Class Sub-class Data element name Description Examples Synonyms

25 Address Physical Delivery service Code, word or phrase that indicates the mail Campus mail, Internal courier, Transport

address service that may be used to deliver to an National mail service
address

26 Address Physical District Word or phrase identifying a sub-entity within a Locality

address country, including a parish, county or district,
usually not an urban area

27 Address Physical Location within Code, number and/or phrase used to identify a Children's library, Level 4,

address building location within a building or building complex Reserve reading room, Suite

28 Address Physical Physical address Group of data elements giving location Structured address

address information for an institution or person

29 Address Physical Physical address type Characteristics of an address that may restrict Post office box address,

address delivery services Postal address
30 Address Physical Post office box Number of a receptacle assigned by a postal
address authority for saving mail for later collection
31 Address Physical Postal code Code assigned by the postal authorities of a
address country that uniquely identifies an address or
group of addresses
32 Address Physical Region Word or phrase identifying a large area within a
address country including province, state and
department

33 Address Physical Street name Phrase used to identify a route within a city, Street

address rural or local area, including street, road,
boulevard and avenue
34 Address Physical Street number Number and/or phrase used to identify a
address location of a building within a route
---------------------- Page: 14 ----------------------
ISO 8459:2009(E)
10 © ISO 2009 – All rights reserved
3.2.2 Organization by “Database record” class
Table 3 — Class: Database record
Row Class Sub-class Data element name Description Examples Synonyms

01 Database Record Group of data elements usually treated as a unit Catalogue record, Metadata

record and often organized into sub-units called fields, record
which identifies, describes and facilitates
retrieval of an entity
02 Database Record wrapper Packet within a message that combines a
record database record with its schema identifier
03 Database Attributes Attributes Group of data elements, organized into sub-
record units called fields, which identifies, describes
and facilitates retrieval of a particular entity
04 Database Attributes Date/time of Date and time on which the information in a
record automatic deletion database record may be deleted

05 Database Attributes Date/time of last Date and time of the latest change to the

record update content of a record

06 Database Attributes Date/time record Date and time of addition of a record on a Date/time bibliographic record

record created database created

07 Database Attributes Date/time record Latest date and time of update of a database Date/time bibliographic record

record modified record updated, Time stamp

08 Database Attributes Language of Code or word indicating the language used for Catalogue record language

record cataloguing the creation of a metadata record or indicating
the language of a bibliographic record or part of
a bibliographic record

09 Database Attributes Link hierarchical Code or phrase that indicates the level at which Equal, Higher to lower, Lower

record relationship two bibliographic or authority records or parts of to higher
records are related

10 Database Attributes Link type Code or phrase that indicates the relationship Acronym, Analytic, Broader Relation

record between two resources or database records or form, Continuation, Earlier
parts of records form, Later form, Narrower
form, Pseudonym, Real name,
Related form

11 Database Attributes Permission to use this Indication of the extent to which a database

record record record may be accessed or used
---------------------- Page
...

SLOVENSKI STANDARD
SIST ISO 8459:2009
01-december-2009
1DGRPHãþD
SIST ISO 8459-1:2005
SIST ISO 8459-2:2005
SIST ISO 8459-3:2005
SIST ISO 8459-4:2005
SIST ISO 8459-5:2005
Informatika in dokumentacija - Seznam elementov bibliografskih podatkov za
izmenjavo podatkov in poizvedbo

Information and documentation - Bibliographic data element directory for use in data

exchange and enquiry
Information et documentation - Répertoire pour l'échange des éléments de données
bibliographiques et la recherche
Ta slovenski standard je istoveten z: ISO 8459:2009
ICS:
01.140.20 Informacijske vede Information sciences
35.240.30 Uporabniške rešitve IT v IT applications in information,
informatiki, dokumentiranju in documentation and
založništvu publishing
SIST ISO 8459:2009 en,fr

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

---------------------- Page: 1 ----------------------
SIST ISO 8459:2009
---------------------- Page: 2 ----------------------
SIST ISO 8459:2009
INTERNATIONAL ISO
STANDARD 8459
First edition
2009-05-15
Information and documentation —
Bibliographic data element directory for
use in data exchange and enquiry
Information et documentation — Répertoire pour l'échange des
éléments de données bibliographiques et la recherche
Reference number
ISO 8459:2009(E)
ISO 2009
---------------------- Page: 3 ----------------------
SIST ISO 8459:2009
ISO 8459:2009(E)
PDF disclaimer

This PDF file may contain embedded typefaces. In accordance with Adobe's licensing policy, this file may be printed or viewed but

shall not be edited unless the typefaces which are embedded are licensed to and installed on the computer performing the editing. In

downloading this file, parties accept therein the responsibility of not infringing Adobe's licensing policy. The ISO Central Secretariat

accepts no liability in this area.
Adobe is a trademark of Adobe Systems Incorporated.

Details of the software products used to create this PDF file can be found in the General Info relative to the file; the PDF-creation

parameters were optimized for printing. Every care has been taken to ensure that the file is suitable for use by ISO member bodies. In

the unlikely event that a problem relating to it is found, please inform the Central Secretariat at the address given below.

COPYRIGHT PROTECTED DOCUMENT
© ISO 2009

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

electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or

ISO's member body in the country of the requester.
ISO copyright office
Case postale 56 • CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail copyright@iso.org
Web www.iso.org
Published in Switzerland
ii © ISO 2009 – All rights reserved
---------------------- Page: 4 ----------------------
SIST ISO 8459:2009
ISO 8459:2009(E)
Contents Page

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

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

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

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

3 Directory .................................................................................................................................................6

3.1 General....................................................................................................................................................6

3.2 Organization of elements by class and sub-class .............................................................................7

4 Alphabetically ordered list of data elements, examples and synonyms .......................................66

Bibliography ....................................................................................................................................................140

Tables

Table 1 — Summary of classes ........................................................................................................................ 6

Table 2 — Class: Address................................................................................................................................. 7

Table 3 — Class: Database record................................................................................................................. 10

Table 4 — Class: Finance ............................................................................................................................... 16

Table 5 — Class: Holdings (physical or electronic copies)......................................................................... 21

Table 6 — Class: Party .................................................................................................................................... 26

Table 7 — Class: Party — Group.................................................................................................................... 29

Table 8 — Class: Party — Person (involved in a transaction) .................................................................... 30

Table 9 — Class: Request............................................................................................................................... 34

Table 10 — Class: Resource........................................................................................................................... 44

Table 11 — Class: Search (including database elements) ..........................................................................53

Table 12 — Class: Transaction....................................................................................................................... 60

Table 13 — Alphabetically ordered list of data elements ............................................................................ 66

© ISO 2009 – All rights reserved iii
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SIST ISO 8459:2009
ISO 8459:2009(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.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards

adopted by the technical committees are circulated to the member bodies for voting. Publication as an

International Standard requires approval by at least 75 % of the member bodies casting a vote.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent

rights. ISO shall not be held responsible for identifying any or all such patent rights.

ISO 8459 was prepared by Technical Committee ISO/TC 46, Information and documentation, Subcommittee

SC 4, Technical Interoperability.

This first edition cancels and replaces ISO 8459-1, ISO 8459-2, ISO 8459-3, ISO 8459-4 and ISO 8459-5,

which have been technically revised.

It contains the data elements still in force today and incorporates a number of new ones linked to new types of

resources into a single document. It is presented in two basic parts:

a) a data element directory (Clause 3) where the different data elements are regrouped in different columns,

specifying for each of them its rank (a sequence number is allocated to each element), class, entry,

definition, examples and synonyms when existent;

b) an alphabetical sequence (Clause 4) which lists for each element its entry, equivalence, name, class and

sub-class.
iv © ISO 2009 – All rights reserved
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SIST ISO 8459:2009
ISO 8459:2009(E)
Introduction

This International Standard specifies and describes data elements required in the interchange of data

between bibliographic systems (i.e. terminal or browser to computer or computer to computer). Data are

interchanged for the purpose of starting or supporting a process. In order to transmit information required to

support a process, the various elements of data in the interchanged messages must be fully understandable

to the processes concerned.

This International Standard is seen as serving as a resource tool for interoperability among standards in

bibliographic and library domains. It serves to harmonize the various different standards in these domains,

comprising content schemas, protocols, profiles and models. To this end, data elements are defined at various

levels because they may be defined at different levels in different protocols and schemas. The focus of the

standard is to provide common definitions for data elements that are exchanged in protocol messages

between systems.

System developers typically employ multiple standards and thus can profit from the identified inter-

relationships and definitions in their database designs to achieve dynamic inter-operability when employing

various standards.

This International Standard is also intended as a foundation for new standards. By inheriting element names

and definitions, new standards can be achieved in an efficient way that directly relates them with existing

standards in the field.

The inclusion of multiple examples and synonyms is also intended to assist in the translation of the standard

into other languages.

The elements from the previously published five parts of ISO 8459 have been examined, updated where

necessary and consolidated into a single set of elements such that this International Standard replaces these

previous parts.

There are no referenced documents that are indispensible for the application of this International Standard.

The Bibliography indicates sources consulted and used in the construction of this International Standard.

The standards cited in the Bibliography are examples for data elements in this International Standard but are

not prescriptive.

The list also contains reference to the protocol and schema standards that were used to validate the data

elements and concepts in this International Standard.
© ISO 2009 – All rights reserved v
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SIST ISO 8459:2009
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SIST ISO 8459:2009
INTERNATIONAL STANDARD ISO 8459:2009(E)
Information and documentation — Bibliographic data element
directory for use in data exchange and enquiry
1 Scope

This International Standard describes, in the form of a directory, data elements used to support the processes

of acquisition, resource description and cataloguing, searching and requesting loan or copy by an end user or

an institution.

This International Standard includes data elements that are exchanged or are potentially exchanged among

bibliographic systems. Those data elements that are not exchanged or not likely to be exchanged are ignored

as they do not need standardization. Data elements being handled by transport protocols are not included,

only those related to application level protocols.

As part of the consolidation phase, the data elements were broadly classed and sub-classed and are

presented in two sequences, one by class and sub-class and the other by an alphabetical sequence. The

alphabetical sequence includes examples and synonyms identified during the consolidation phase and those

found in related interchange protocols and schemas.

As the grouping of data elements may differ among different protocols and record schemas, the data elements

have been broadly classed and grouped, but no further structure has been made. Similarly, the sequence of

data elements, whether or not a data element is mandatory or how it is structured and validated may vary

according to its employment and consequently these data element attributes are outside the scope of this

International Standard.

As new ways of inter-operating evolve, some new data elements may evolve, but the biggest change is

usually in the way that existing data elements are grouped. For example, whether a purchase transaction is

carried out manually or electronically, the base data elements of the transaction, requester, supplier and

object of purchase remain constant, and this is reflected in the fact that most data elements in this

International Standard originated several decades ago. To accommodate the potential changing grouping of

data elements, an attempt has been made to identify common concepts across processes. For example, a

new focus on end user delivery is causing diverse delivery options to be grouped together such that purchase,

loan and inter-library loan processes are presented as alternatives; therefore, the identification of common

concepts in all these processes is necessary for the development of seamless user interfaces.

NOTE The French version of this International Standard does not contain the column entitled “Synonyms” in Tables 2

to 12 for the following reasons:

⎯ a large number of the variant data element names translate to the same data element name in French;

⎯ a number of the variant data element names have been taken from standards which have not been translated into

French.

The difference between the English and French versions is particularly noticeable in Table 13.

© ISO 2009 – All rights reserved 1
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SIST ISO 8459:2009
ISO 8459:2009(E)
2 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
2.1
acquisition

work of increasing and bringing up to date the stock of a library or documentation centre or service according

to the collection policy of the institution
2.2
address

group of data elements that give a geographic or electronic location or place associated with an individual or

institution
2.3
attribute
characteristic or property of a party or item
2.4
authentication
establishment of the identity of a person or party in a transaction
2.5
authorization

establishment of rights to services once the identity of a requester has been ascertained via an authentication

process
2.6
authority record

record in a cataloguing system that describes, analyses and controls the standardized form of a name,

subject, series or other heading
2.7
bibliographic resource

entity, either serial or non-serial, that forms the basis for a single resource description

2.8
bibliographic record

record in a cataloguing system that describes, analyses and controls a bibliographic resource

2.9
booking
reservation of an item or a location for a fixed time period and duration
2.10
catalogue record

record in a cataloguing system that describes, analyses and controls bibliographic, authority or holdings data

2.11
cataloguing

process of compiling a record for inclusion in one or more catalogues or indexes, which describes an entity

and assists in its retrieval
2.12
circulation

work of controlling the loan and supply, user identification, status, return, recall, associated fees, bookings and

reservations for items or copies thereof of the physical holdings of a library
2 © ISO 2009 – All rights reserved
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SIST ISO 8459:2009
ISO 8459:2009(E)
2.13
character string
combination of letters, digits, punctuation marks or other symbols
2.14
component

unique bibliographic part of a set, such as a volume of a serial or multi-volume work

2.15
copy

tangible instance of a bibliographic resource or set, whether physical or electronic, comprising one or more

pieces
2.16
data element

basic unit of identifiable and definable data, having a data element name represented by a tag as identifier

and one or more values for expressing one or more particular facts
2.17
data element directory

listing of data elements with specifications of representative data element values, as appropriate

2.18
data element group
set of related data elements
2.19
data element group name
one or more words in a natural language identifying a data element group
2.20
data element name
one or more words in a natural language identifying a data element
2.21
data element value

fact expressed by codes, digits or natural language corresponding to the data element description and

representation
2.22
database

collection of machine-readable information organized so that it can be easily accessed, managed and updated

2.23
finance
data elements concerning monetary information associated with a transaction
2.24
holdings

information that describes, analyses and controls copies associated with a bibliographic resource

2.25
holdings record

record in a cataloguing system that describes, analyses and controls holdings associated with a bibliographic

record
© ISO 2009 – All rights reserved 3
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SIST ISO 8459:2009
ISO 8459:2009(E)
2.26
holdings statement

summary of the locations of a specific bibliographic resource and, optionally, the units of that item held at a

location
2.27
identifier

data string or pointer that establishes the identity of an item, institution or person alone or in combination with

other elements
2.28
information retrieval

action, methods and procedures for recovering information on a given matter or references to pertinent

documents from stored data
2.29
interloan
inter-library loan

loan of a document or documents from one institution to another or the supply of a substitute for the requested

document or documents
2.30
loan
temporary transfer of custody of a copy to another individual or institution
2.31
message
structured combination of data elements used in a transaction
2.32
metadata

structured data associated with data that describe the data or provide additional information not contained

within the data themselves
2.33
party

person or group performing a role in relation to the business of a specific community or domain

2.34
piece
item

unit of a copy on which transactions can be made, such as a physical part that can be lent or reserved or an

electronic file that can be downloaded or accessed
2.35
record

group of data elements usually treated as a unit and often organized into sub-units called fields, which

identifies, describes and facilitates retrieval of an entity
2.36
representation

method by which a particular data element value is expressed using one or more numbers, letters or symbols

2.37
request

transaction that initiates purchase, loan, inter-library loan, copy or access to an item

4 © ISO 2009 – All rights reserved
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SIST ISO 8459:2009
ISO 8459:2009(E)
2.38
reservation

request by a person or group to be placed on a holding (waiting) queue for a bibliographic resource that is

temporarily unavailable; also called a hold
2.39
resource

work, created as a result of intellectual effort, that may be expressed in physical or digital form

2.40
result set

group of metadata records, citations or other information units retrieved by a search

2.41
scan

positioning within an index or other ordered data sequence in order to retrieve and to view index entries by

moving forwards and backwards within the sequence
2.42
selective dissemination of information
SDI

service that re-enacts a standard search or searches against one or more databases to provide regular

updated information
2.43
search

structured query describing data elements and their values necessary for retrieving data from a database

2.44
serial issue

unit of a bibliographic resource that is issued in successive parts at regular or irregular intervals and intended

to be continued indefinitely
2.45
session
period of time during which a user is connected online to a system
2.46
set

collection of components of a bibliographic resource including multi-volume publications and resources

published serially, often received by a subscription purchase
2.47
tag

identifier allocated for use in place of a data element name or data element group name

2.48
task

operation performed by a system that may be performed online, in background or in batch mode, thus not

necessarily tied to a specific session
2.49
transaction
creation or modification of a message required to support a process
© ISO 2009 – All rights reserved 5
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SIST ISO 8459:2009
ISO 8459:2009(E)
3 Directory
3.1 General

The directory is organized, by class and sub-class, into a series of tables. The data element name is the

persistent identifier. A table is given for each class, and within the class, table row numbers have been

assigned so that when this International Standard is translated into other languages, there is an easy

reference to each data element and a clear sequence. The table row numbers are not unique, as each table

has its own sequence and they are not intended to be used as persistent identifiers of the data elements.

Table 1 summarizes the classes.
Table 1 — Summary of classes
Class Subclause Table number
Address 3.2.1 2
Database record 3.2.2 3
Finance 3.2.3 4
Holdings (physical or electronic copies) 3.2.4 5
Party 3.2.5 6
Party — Group 3.2.6 7
Party — Person (involved in a transaction) 3.2.7 8
Request 3.2.8 9
Resource 3.2.9 10
Search (including database elements) 3.2.10 11
Transaction 3.2.11 12
6 © ISO 2009 – All rights reserved
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SIST ISO 8459:2009
ISO 8459:2009(E)
© ISO 2009 – All rights reserved 7
3.2 Organization of elements by class and sub-class
3.2.1 Organization by “Address” class
Table 2 — Class: Address
Row Class Sub-class Data element name Description Examples Synonyms

01 Address Address Group of data elements that give a geographic Address of user Communication details

or electronic location or place associated with
an individual or institution

02 Address Address Address label Code, word or phrase that defines the nature of Business address, Home

a given address where there are multiple address, Parents’ address
addresses associated with an institution or
individual

03 Address Address Address role Word or code that indicates the type of Agency address role type, Address instruction,

message or mail that is sent to an address Billing address, Delivery Address role type

where there are multiple addresses associated address, Invoice address,
with an institution or individual Return to address, Ship to,
Shipping address, User
address information

04 Address Address Address status Code, word or phrase that indicates which Current address flag

address of a series of addresses associated
with an institution or individual is preferred

05 Address Address Address type Indicates the form of communication associated Delivery method type

with an address, physical or electronic

06 Address Address Contact person Name of an individual associated with an Custodian, Invoice enquiries, Care of

address in a particular role Reference enquiries

07 Address Address Date/time address Date and time from which an address is no Agency address: valid to date,

invalid longer valid for use User address: valid to date

08 Address Address Date/time address Date and time from which an address is valid Agency address: valid from

valid for use date, User address: valid from
date

09 Address Address Unstructured address Address where the components of the address

are not distinguished and where the structure
may be limited to the inclusion of line breaks

10 Address Electronic e-delivery description Human readable text identifying an electronic

address delivery service
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SIST ISO 8459:2009
ISO 8459:2009(E)
8 © ISO 2009 – All rights reserved
Table 2 (continued)
Row Class Sub-class Data element name Description Examples Synonyms

11 Address Electronic e-delivery details Information concerning the nature of electronic

address delivery of a particular document
12 Address Electronic e-delivery service Name of an electronic delivery service
address

13 Address Electronic Electronic address Unique identifier used to identify a device or Administration email, Email Electronic address data,

address location within a communications network or address, IP address (Internet Telecom service address,

service Protocol), Telephone Telenetwork address

14 Address Electronic Electronic address Form of electronic communication used by an

address type address, including electronic mail, Internet
Protocol (IP) address and telephone number

15 Address Electronic Electronic delivery Group of data elements providing details of how Name or code

address service a document should be delivered electronically

16 Address Electronic Electronic delivery Normal interval between a request and Delivery time

address time electronic delivery provided by an electronic
delivery service

17 Address Electronic Electronic mail Unique number assigned to an electronic mail Electronic address,

address identifier box or service connection Telenetwork address

18 Address Electronic Telecommunication Code, word, phrase or initialism used to identify Telecom service identifier

address carrier the telecommunications carrier facilities being
used to access a remote system

19 Address Electronic Telefacsimile number Telecommunications number used for sending

address and receiving telefacsimiles

20 Address Electronic Telephone number Unique number assigned to a telephone line

address

21 Address Physical Address line Phrase, usually numbered, intended to be used Line 1, Line 2 Address detail, Address part

address for printing or displaying an address with the
address elements in sequence

22 Address Physical Building Phrase used to identify a particular edifice Building name, House name

address within a building complex
23 Address Physical City Word or phrase used to identify an urban area,
address including a city, suburb or postal area
24 Address Physical Country Word or phrase used to identify a country
address
---------------------- Page: 16 ----------------------
SIST ISO 8459:2009
ISO 8459:2009(E)
© ISO 2009 – All rights reserved 9
Table 2 (continued)
Row Class Sub-class Data element name Description Examples Synonyms

25 Address Physical Delivery service Code, word or phrase that indicates the mail Campus mail, Internal courier, Transport

address service that may be used to deliver to an National mail service
address

26 Address Physical District Word or phrase identifying a sub-entity within a Locality

address country, including a parish, county or district,
usually not an urban area

27 Address Physical Location within Code, number and/or phrase used to identify a Children's library, Level 4,

address building location within a building or building complex Reserve reading room, Suite

28 Address Physical Physical address Group of data elements giving location Structured address

address information for an institution or person

29 Address Physical Physical address type Characteristics of an address that may restrict Post office box address,

address delivery services Postal address
30 Address Physical Post office box Number of a receptacle assigned by a postal
address authority for saving mail for later collection
31 Address Physical Postal code Code assigned by the postal authorities of a
address country that uniquely identifies an address or
group of addresses
32 Address Physical Region Word or phrase identifying a large area within a
address country including province, state and
department

33 Address Physical Street name Phrase used to identify a route within a city, Street

address rural or local area, including street, road,
boulevard and avenue
34 Address Physical Street number Number and/or phrase used to identify a
address location of a building within a route
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SIST ISO 8459:2009
ISO 8459:2009(E)
10 © ISO 2009 – All rights reserved
3.2.2 Organization by “Database record” class
Table 3 — Class: Database record
Row Class Sub-class Data element name Description Examples Synonyms

01 Database Record Group of data elements usually treated as a unit Catalogue record, Metadata

record and often organized into sub-units called fields, record
which identifies, describes and facilitates
retrieval of an entity
02 Database Record wrapper Packet within a message that combines a
record database record with its schema identifier
03 Database Attributes Attributes Group of data elements, organized into sub-
record units called fields, which identifies, describes
and facilitates retrieval of a particular entity
04 Database Attributes Date/time of Date and time on which the information in a
reco
...

NORME ISO
INTERNATIONALE 8459
Première édition
2009-05-15
Information et documentation —
Répertoire pour l'échange des éléments
de données bibliographiques et la
recherche
Information and documentation — Bibliographic data element directory
for use in data exchange and enquiry
Numéro de référence
ISO 8459:2009(F)
ISO 2009
---------------------- Page: 1 ----------------------
ISO 8459:2009(F)
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ii © ISO 2009 – Tous droits réservés
---------------------- Page: 2 ----------------------
ISO 8459:2009(F)
Sommaire Page

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

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

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

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

3 Répertoire ...............................................................................................................................................6

3.1 Généralités .............................................................................................................................................6

3.2 Organisation des éléments de données par classe et sous-classe.................................................7

4 Liste de référence des éléments de données et exemples .............................................................65

Bibliographie ...................................................................................................................................................125

Tableaux

Tableau 1 — Récapitulatif des classes............................................................................................................ 6

Tableau 2 — Classe: Adresse........................................................................................................................... 7

Tableau 3 — Classe: Enregistrement de base de données......................................................................... 10

Tableau 4 — Classe: Finance ......................................................................................................................... 17

Tableau 5 — Classe: Données locales (exemplaires matériels ou électroniques) ................................... 21

Tableau 6 — Classe: Entité............................................................................................................................. 26

Tableau 7 — Classe: Entité: Groupe.............................................................................................................. 29

Tableau 8 — Classe: Entité: Personne .......................................................................................................... 30

Tableau 9 — Classe: Demande....................................................................................................................... 34

Tableau 10 — Classe: Ressource .................................................................................................................. 44

Tableau 11 — Classe: Recherche .................................................................................................................. 52

Tableau 12 — Classe: Transaction ................................................................................................................ 59

Tableau 13 — Liste alphabétique des éléments de données...................................................................... 65

© ISO 2009 – Tous droits réservés iii
---------------------- Page: 3 ----------------------
ISO 8459:2009(F)
Avant-propos

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

normalisation (comités membres de l'ISO). L'élaboration des Normes internationales est en général confiée

aux comités techniques de l'ISO. Chaque comité membre intéressé par une étude a le droit de faire partie du

comité technique créé à cet effet. Les organisations internationales, gouvernementales et non

gouvernementales, en liaison avec l'ISO participent également aux travaux. L'ISO collabore étroitement avec

la Commission électrotechnique internationale (CEI) en ce qui concerne la normalisation électrotechnique.

Les Normes internationales sont rédigées conformément aux règles données dans les Directives ISO/CEI,

Partie 2.

La tâche principale des comités techniques est d'élaborer les Normes internationales. Les projets de Normes

internationales adoptés par les comités techniques sont soumis aux comités membres pour vote. Leur

publication comme Normes internationales requiert l'approbation de 75 % au moins des comités membres

votants.

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

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

pas avoir identifié de tels droits de propriété et averti de leur existence.

L'ISO 8459 a été élaborée par le comité technique ISO/TC 46, Information et documentation, sous-comité

SC 4, Interopérabilité technique.

Cette première édition de l’ISO 8459 annule et remplace l’ISO 8459-1, l’ISO 8459-2, l’ISO 8459-3,

l’ISO 8459-4 et l’ISO 8459-5 qui ont fait l’objet d’une révision technique.

Elle rassemble dans un seul document les éléments de données en vigueur aujourd'hui et en comprend

d'autres liés aux nouveaux types de ressources. Elle est présentée en deux parties principales:

a) un répertoire (Article 3) où les différents éléments de données décrits sont regroupés dans différentes

colonnes, donnant, pour chacune d'elles, son rang (un numéro d'ordre est affecté à chaque élément de

données), sa classe, sa sous-classe, sa définition et des exemples lorsqu'ils existent;

b) un ordre alphabétique (Article 4) qui englobe pour chaque élément de données, son équivalence, son

nom, sa classe et sa sous-classe.
iv © ISO 2009 – Tous droits réservés
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ISO 8459:2009(F)
Introduction

La présente Norme internationale spécifie et décrit les éléments de données nécessaires à l’échange de

données entre les systèmes bibliographiques (c’est-à-dire de terminal ou de navigateur à ordinateur ou

d’ordinateur à ordinateur). Les données sont échangées dans l’objectif d’initialiser un processus ou de servir

de support à un processus. Afin de transmettre les informations à l’appui d’un processus, les différents

éléments de données des messages échangés doivent pouvoir être compris par les processus concernés.

La présente Norme internationale est censée servir d’outil de ressource pour assurer l’interopérabilité entre

les normes des domaines bibliographiques et des bibliothèques. Elle sert à harmoniser les nombreuses

normes différentes de ces domaines, qui englobent les schémas, les protocoles, les profils et les modèles liés

aux contenus. À cette fin, les éléments de données sont définis à plusieurs niveaux car ils peuvent l’être aux

différents niveaux des protocoles et des schémas. La présente Norme internationale vise essentiellement à

fournir une définition commune des éléments de données échangés dans les messages de protocole entre

systèmes.

Les développeurs de systèmes, utilisant généralement de nombreuses normes, peuvent ainsi bénéficier des

interrelations identifiées dans les structures des bases de données, assurant une interopérabilité dynamique

entre ces diverses normes.

La présente Norme internationale est également destinée à servir de socle à de nouvelles normes. En héritant

du nom et des définitions des éléments de données, de nouvelles normes peuvent être mises au point de

façon efficace qui les rattachent directement aux normes existantes dans ce domaine.

L’incorporation de nombreux exemples est également destinée à faciliter la traduction de la présente Norme

internationale dans d’autres langues.

Les éléments de données des cinq parties de l’ISO 8459 précédemment publiées ont été analysés, mis à jour

au besoin et réunis en un seul jeu d'éléments de données, si bien que la présente Norme internationale

remplace les cinq parties antérieures.

Il n'existe pas de documents de référence indispensables à l'application de la présente Norme internationale.

La Bibliographie mentionne les sources consultées et utilisées pour la construction de la présente Norme

internationale.

Les normes citées dans la Bibliographie à titre d’exemples d’éléments de données de la présente Norme

internationale ne sont pas prescriptives.

Cette liste donne également les références des normes de protocoles et de schémas qui ont servi à valider

les éléments de données et les concepts décrits dans la présente Norme internationale.

© ISO 2009 – Tous droits réservés v
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NORME INTERNATIONALE ISO 8459:2009(F)
Information et documentation — Répertoire pour l'échange des
éléments de données bibliographiques et la recherche
1 Domaine d’application

La présente Norme internationale décrit, sous la forme d’un répertoire, les éléments de données à l’appui des

processus d’acquisition, de description de ressources et de catalogage, de recherche, de demande de prêt ou

de duplication qui s’adressent à l’utilisateur final ou à un établissement.

La présente Norme internationale comprend les éléments de données qui sont échangés ou qui peuvent

l’être, entre systèmes bibliographiques. Les éléments de données qui ne sont pas échangés ou non

susceptibles de l’être, sont laissés de côté car ils ne requièrent pas de normalisation. Les éléments de

données véhiculés par les protocoles de transport ne sont pas pris en compte; seuls le sont ceux liés aux

protocoles au niveau de l’application.

Au cours de la phase de consolidation, les éléments de données ont été groupés en grandes classes et sous-

classes et sont présentés en deux listes, une liste par classe et sous-classe, suivie d’une liste alphabétique.

La liste alphabétique comprend les exemples identifiés durant la phase de consolidation et ceux trouvés lors

d’échanges entre protocoles et schémas.

Comme le regroupement des éléments de données peut varier entre les différents protocoles et schémas

d’enregistrement, les éléments de données ont été rassemblés en grandes classes et en grands groupes,

mais aucune structure n’a été établie. De même, comme la liste des éléments de données, qu’il s’agisse d’un

élément de données obligatoire ou non ou que la façon dont il est structuré et validé, soit précisée, peut varier

en fonction de son utilisation, les attributs de ces éléments de données se trouvent par conséquent en dehors

du champ d’application de la présente Norme internationale.

Comme les nouveaux moyens d’interopérabilité évoluent, certains nouveaux éléments de données pourront

évoluer, mais le changement le plus important porte habituellement sur la façon dont les éléments de

données existants sont groupés. Par exemple, qu’une transaction d’acquisition soit effectuée manuellement

ou sous forme électronique, les éléments de données de base de la transaction, le demandeur, le fournisseur

et l’objet de cette acquisition demeurent pérennes. Ce constat tient au fait que la plupart des éléments de

données de la présente Norme internationale a été établie il y a plusieurs décennies. Pour faire face à des

modifications éventuelles des regroupements de ces éléments de données, un effort a été consenti pour

identifier les notions communes aux différents processus. Par exemple, l’accent mis sur la fourniture de

prestations à un utilisateur final entraîne le regroupement de différentes options, si bien que les processus

d’acquisition, de prêt et de prêt inter-bibliothèques sont présentés comme des solutions au choix. Il s’ensuit

que l’identification des notions communes à tous les processus s’avère nécessaire pour mettre au point des

interfaces transparentes.

NOTE La version française de la présente Norme internationale ne comporte pas la colonne des synonymes dans

les Tableaux 2 à 12 pour les raisons suivantes:

⎯ un grand nombre de noms variables d’élément de données se traduit par le même nom d’élément de données en

français;

⎯ un certain nombre de noms variables d’élément de données a été extrait de Normes internationales qui n’ont pas été

traduites en français.

Par conséquent, le Tableau 13 est considérablement plus court dans la version française que dans la version anglaise.

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ISO 8459:2009(F)
2 Termes et définitions

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

2.1
acquisition

opération qui permet l’accroissement et la mise à jour du fonds d’une bibliothèque d’un centre ou d’un service

de documentation en fonction de la politique de l’établissement concernant les collections

2.2
adresse

groupe d’éléments de données indiquant un lieu ou une localisation géographique ou électronique, associé à

une personne ou à un établissement
2.3
attribut
caractéristique ou propriété d’une personne ou d’une ressource
2.4
authentification
établissement de l’identité d’une personne ou d’une entité dans une transaction
2.5
autorisation

établissement des droits se rapportant à des services après vérification de l’identité d’un demandeur par un

processus d’authentification
2.6
notice d’autorité

enregistrement dans un système de catalogage qui décrit, analyse et contrôle la présentation normalisée d’un

nom, d’un sujet, d’une collection ou d’une autre vedette
2.7
ressource bibliographique
objet périodique ou non qui forme la base de la description d'une ressource
2.8
notice bibliographique

enregistrement dans un système de catalogage qui décrit, analyse et contrôle une ressource bibliographique

2.9
réservation fixe

réservation d’une ressource ou d’une localisation pendant un laps de temps et une durée donnés

2.10
notice de catalogue

enregistrement dans un système de catalogage qui décrit, analyse et contrôle les données bibliographiques

ou les données d’autorité ou les données locales
2.11
catalogage

processus de compilation d’un enregistrement pour incorporation dans un ou plusieurs catalogues ou index,

qui décrit une ressource et en permet la recherche
2 © ISO 2009 – Tous droits réservés
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ISO 8459:2009(F)
2.12
circulation

opération qui permet le contrôle des prêts et acquisitions, de l’identification de l’utilisateur, du statut, des

retours, des rappels, des redevances associées, des réservations de ressources ou d’exemplaires issus des

ressources physiques d’une bibliothèque
2.13
chaîne de caractères

combinaison arbitraire de lettres, chiffres, signes de ponctuation ou autres symboles

2.14
composante

partie bibliographique unique d'un ensemble telle qu'un numéro d'une publicaion en série

2.15
exemplaire

instance tangible d’une ressource ou d’un ensemble bibliographique, matériel ou électronique, comprenant un

ou plusieurs éléments
2.16
élément de données

unité de base de données, identifiable et définissable, dotée d’un nom de donnée, représentée par une

étiquette en tant qu’identifiant et qui comporte une ou plusieurs valeurs permettant d’identifier un (des) fait(s)

particulier(s)
2.17
répertoire d’éléments de données

énumération d’éléments de données, accompagnée des spécifications des valeurs représentant ces éléments

de données, de façon appropriée
2.18
groupe d’éléments de données
ensemble d’éléments de données liés entre eux
2.19
nom d’un groupe d’éléments de données

un ou plusieurs mots en langage naturel identifiant un groupe d’éléments de données

2.20
nom d’un élément de données
un ou plusieurs mots en langage naturel identifiant un élément de données
2.21
valeur d’éléments de données

fait exprimé sous forme de codes, de chiffres ou en langage naturel, correspondant à la description et à la

représentation de l’élément de données
2.22
base de données

ensemble d'informations lisibles par la machine organisées de façon à être aisément accessibles, gérées et

mises à jour
2.23
finance

éléments de données se rapportant à des informations monétaires associées à une transaction

2.24
données locales

informations qui décrivent, analysent et contrôlent les exemplaires associés à une ressource bibliographique

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ISO 8459:2009(F)
2.25
notice de données locales

enregistrement dans un système de catalogage, qui décrit, analyse et contrôle les données locales associées

à une notice bibliographique
2.26
état de données locales

récapitulatif des localisations d’une ressource bibliographique et, facultativement, des parties de cette

ressource qui y sont détenues
2.27
identifiant

chaîne de données ou pointeur qui, isolé(e) ou combiné(e) à d’autres éléments de données, établit l’identité

d’un élément de données, d'un établissement ou d'une personne
2.28
recherche documentaire

action, méthodes et procédures destinées à retrouver des informations sur un sujet ou des références

données, se rapportant à des documents pertinents à partir de données stockées
2.29
prêt inter
prêt interbibliothèques

prêt d’un document ou de plusieurs documents, d’un établissement à un autre ou fourniture du remplacement

du (des) document(s) demandé(s)
2.30
prêt

transfert temporaire de la garde d’un exemplaire à une autre personne ou établissement

2.31
message
combinaison structurée des éléments de données utilisés dans une transaction
2.32
métadonnées

données structurées associées à des données, qui décrivent ces données ou apportent des informations

complémentaires non contenues dans les données mêmes
2.33
entité

personne ou groupe jouant un rôle en relation avec les activités d’une communauté ou d’un domaine

particulier
2.34
unité d’exemplaire

partie d’un exemplaire pouvant faire l’objet de transactions, telles qu’une partie matérielle, qui peut être prêtée

ou réservée, ou fichier électronique pouvant être téléchargé ou auquel il est possible d’accéder

2.35
enregistrement

groupe d'éléments de données habituellement traité comme une unité et souvent organisé en sous-unités

dénommées zones, qui identifie, décrit et facilite la recherche d'une ressource
2.36
représentation

méthode par laquelle la valeur d’un élément de données déterminé est exprimée, à l’aide d’une ou de

plusieurs lettres, chiffres ou symboles
4 © ISO 2009 – Tous droits réservés
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ISO 8459:2009(F)
2.37
demande

transaction qui déclenche une acquisition, un prêt, un prêt entre bibliothèques, l’accès à un exemplaire ou à

une ressource
2.38
réservation

demande par une personne ou par un groupe de réserver dans une file d’attente une ressource qui est

temporairement indisponible
2.39
ressource

œuvre, dont la création résulte d’un effort intellectuel qui peut être exprimé sous forme matérielle ou

numérique
2.40
ensemble de résultats

groupe d’enregistrements de métadonnées, de citations ou autres unités d’information récupérées par une

recherche
2.41
balayage

positionnement dans un index ou une autre suite ordonnée de données afin d'avancer ou de reculer dans

cette suite pour rechercher et visualiser les entrées de cet index
2.42
diffusion sélective de l’information

service qui réactive une (des) recherche(s) standard dans une ou plusieurs bases de données pour fournir

des informations mises à jour
2.43
recherche

interrogation structurée qui décrit des éléments de données et les valeurs s’y rapportant, nécessaires à leur

récupération dans une base de données
2.44
publication en série

unité d’une ressource bibliographique publiée en parties successives à intervalles réguliers et destinée à être

publiée sans fin programmée
2.45
session
laps de temps pendant lequel un utilisateur est connecté à un système
2.46
ensemble

rassemblement des composantes d’une ressource bibliographique comprenant des publications et des

ressources en plusieurs volumes, publiées en série, souvent reçues par un achat par abonnement

2.47
balise

identifiant attribué pour utilisation à la place du nom d’un élément de données ou du nom d’un groupe

d’éléments de données
2.48
tâche

opération exécutée par un système qui peut être effectuée en ligne, en mode arrière-plan ou par lots, qui n’est

pas nécessairement liée à une session spécifique
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ISO 8459:2009(F)
2.49
transaction
création ou modification d’un message à l’appui d’un processus
3 Répertoire
3.1 Généralités

Le répertoire est organisé en classes et sous-classes dans une série de tableaux. Le nom de l'élément de

données est l'identifiant persistant. Un tableau correspondant à chaque classe est produit et, au sein de

chaque classe, des numéros de rang ont été attribués aux tableaux si bien que, si la présente Norme

internationale est traduite dans d'autres langues, il soit aisément fait référence à chaque élément de données

et suite d'éléments de données. Les numéros de rang ne sont pas uniques car chaque tableau a sa propre

séquence et ils ne sont pas destinés à servir d'identifiant des éléments de données. Le Tableau 1 donne un

récapitulatif des classes.
Tableau 1 — Récapitulatif des classes
Classe Paragraphe Numéro de
Tableau
Adresse 3.2.1 2
Enregistrement de base de données 3.2.2 3
Finance 3.2.3 4
Données locales (exemplaires matériels ou électroniques) 3.2.4 5
Entité 3.2.5 6
Entité – Groupe 3.2.6 7
Entité – Personne (impliquée dans une transaction) 3.2.7 8
Demande 3.2.8 9
Ressource 3.2.9 10
Recherche (comprenant les éléments de la base de données) 3.2.10 11
Transaction 3.2.11 12
6 © ISO 2009 – Tous droits réservés
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ISO 8459:2009(F)
© ISO 2009 – Tous droits réservés 7
3.2 Organisation des éléments de données par classe et sous-classe
3.2.1 Organisation par classe d’«adresse»
Tableau 2 — Classe: Adresse
Rang Classe Sous-classe Nom de l’élément de données Description Exemples

01 Adresse Adresse Groupe d’éléments de données qui indique une Adresse de l'usager, Informations

localisation géographique ou électronique associée à une détaillées sur les coordonnées de

personne ou à un établissement. communication

02 Adresse Adresse Étiquette de l’adresse Code, mot ou expression qui définit la nature d’une Adresse de domicile, Adresse de parents,

adresse donnée lorsque plusieurs adresses sont Adresse professionnelle
associées à un établissement ou à une personne.

03 Adresse Adresse Rôle de l’adresse Mot ou code qui indique le type de message ou de Adresse de l’agence d'expédition, Adresse

courriel envoyé à l’adresse donnée lorsque plusieurs de facturation, Adresse de livraison,

adresses sont associées à un établissement ou à une Adresse pour la facture, Expédier à,

personne. Informations sur l'adresse de l'usager,
Retour à l'expéditeur, Rôle du type de
l'adresse de l'administration

04 Adresse Adresse Statut de l’adresse Code, mot ou expression qui indique l’adresse à

privilégier parmi une série d’adresses associées à un
établissement ou à une personne.

05 Adresse Adresse Type de l’adresse Indique le mode de communication associé à une

adresse physique ou électronique.

06 Adresse Adresse Personne à contacter Nom d’une personne associée à une adresse jouant un Gardien, Renseignements sur la

rôle donné. référence, Renseignements sur la facture

07 Adresse Adresse Date et heure de la fin de la Date et heure à partir desquelles l’utilisation d’une Adresse de l'organisme: valide jusqu’à

validité de l’adresse adresse n’est plus valide. (date), Adresse de l'usager: valide jusqu'à

(date)

08 Adresse Adresse Date et heure du début de la Date et heure à partir desquelles l’utilisation d’une Adresse de l'organisme: valide à partir de

validité de l’adresse adresse devient valide. (date), Adresse de l'usager: valide à partir

de (date)

09 Adresse Adresse Adresse non structurée Adresse dont les composantes ne sont pas discernables

et dont la structure peut être limitée à l’introduction de
sauts de lignes.

10 Adresse Adresse Description de l’acheminement Texte lisible à l’œil nu décrivant un service

électronique électronique d’acheminement électronique.
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ISO 8459:2009(F)
8 © ISO 2009 – Tous droits réservés
Tableau 2 (suite)
Rang Classe Sous-classe Nom de l’élément de données Description Exemples

11 Adresse Adresse Informations détaillées sur Donne les informations concernant la nature de

électronique l’acheminement électronique l’acheminement électronique d’un document donné.

12 Adresse Adresse Service de l’acheminement Nom d’un service d’acheminement électronique.

électronique électronique

13 Adresse Adresse Adresse électronique Identifiant unique servant à identifier un dispositif ou une Adresse de courriel, Adresse du courriel

électronique localisation au sein d’un réseau ou d’un service de de l'administration, Adresse IP (Protocole

communication. de l’Internet), Téléphone

14 Adresse Adresse Type de l’adresse électronique Indique le mode de communication utilisé par une

électronique adresse, comprenant le courriel, le protocole Internet
(IP), l’adresse et le numéro de téléphone.

15 Adresse Adresse Service de l’acheminement Groupe d’éléments de données fournissant des

électronique électronique informations détaillées sur la façon dont un document
doit être acheminé sous forme électronique.

16 Adresse Adresse Heure de l’acheminement Indique l’intervalle normal entre une demande et un

électronique électronique acheminement électronique fourni par un service
d’acheminement électronique.

17 Adresse Adresse Identifiant du courrier Numéro unique attribué à une boîte aux lettres

électronique électronique électronique ou à une connexion à un service
électronique.

18 Adresse Adresse Opérateur de télécommunications Code, mot, expression ou sigle, servant à identifier

électronique l’équipement de l’opérateur de télécommunications utilisé
pour accéder à un système à distance.

19 Adresse Adresse Numéro de la télécopie Numéro de télécommunications servant à envoyer ou à

électronique recevoir des télécopies.

20 Adresse Adresse Numéro de téléphone Numéro unique attribué à une ligne téléphonique.

électronique

21 Adresse Adresse Ligne adresse Expression, habituellement composée de numéros, Ligne 1, Ligne 2

physique destinée à servir à imprimer ou à afficher une adresse,
les éléments de l’adresse étant organisés à la suite.

22 Adresse Adresse Bâtiment Expression servant à identifier un bâtiment donné au sein

physique d’un ensemble de bâtiments.
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ISO 8459:2009(F)
© ISO 2009 – Tous droits réservés 9
Tableau 2 (suite)
Rang Classe Sous-classe Nom de l’élément de données Description Exemples

23 Adresse Adresse Ville Mot ou expression servant à identifier une zone urbaine,

physique comprenant une ville, une banlieue ou une zone postale.
24 Adresse Adresse Pays Mot ou expression servant à identifier un pays.
physique

25 Adresse Adresse Service de l’acheminement postal Code, mot ou expression qui indique le service postal qui Courrier de campus, Courrier interne,

physique peut être utilisé pour acheminer à une adresse. Service postal national

26 Adresse Adresse Subdivision territoriale Mot ou expression qui identifie une subdivision dans un

physique pays, comprenant une paroisse ou une subdivision
territoriale, habituellement en dehors d’une zone urbaine.
27 Adresse Adresse Localisation à l’intérieur du Code, numéro et/ou ex
...

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