Information and documentation -- Presentation and identification of periodicals

This document establishes the minimum characteristics required for the presentation and identification of periodicals including not only the obvious traditional elements that print periodicals typically display (e.g. title, ISSN, publisher, date), but also the “footprints” of periodicals published on digital dynamic media that enable them to be traced along the path of their history, such as changes of URL and publisher or content provider. Furthermore, this document provides information about persistent identifiers, using ISSN, and citation of periodicals (especially when published online or digitized and when titles have changed). It also makes specific recommendations for presentation and identification aspects of retrospective digitization of periodicals.
This document is applicable to a subcategory of continuing resources identifiable as “periodicals” (see Clause 3).
NOTE 1 For the purposes of this document, newspapers are not considered to be periodicals; therefore, specialized information relevant only to newspapers is not included.
This document does not specifically address or apply to books, including series of books, nor to content that is continuously updated such as loose-leaf services, databases, online reference works, and most websites.
NOTE 2 For information about series titles, see ISO 7275.
This document focuses only on elements of periodicals — printed, born-digital or retrospectively digitized — that relate to the presentation of title and supporting descriptive information, as well as
practices related to title identification and content access over time. Therefore, this document is not
concerned with the overall design of the periodical, except where that design affects the presentation
of the title and has unintended consequences for resource discovery and access to earlier content.
Neither is it concerned with the technical specifications for print, born-digital or digitized periodicals.
The recommendations might not apply in all circumstances, and do not always accommodate certain artistic, technical or advertising considerations.
This document contains recommendations intended to enable editors and publishers of periodicals
to identify and present key information in a form that will help users discover, cite and access their
information over time and through any changes. This benefits all stakeholders of the periodical supply chain: publishers, content providers, authors, librarians, and researchers.
The recommendations address the following:
— display of periodical title(s) and other critical identifying information: issues, numbering systems,
pagination, etc.;
— retention of title and citation information under which articles were originally published;
— display of title histories, i.e. changes in titles over time together with their dates of coverage;
— specification of appropriate metadata for digital periodicals;
NOTE 3 This document concentrates on metadata elements which are applicable at the title-level and does not provide guidelines for complete article-level metadata.
— display of correct ISSN, including different ISSN for each format, language edition, and for
changed titles;
— retention and display of vital publication information across the duration of a periodical, including:
publisher names, numbering and dates, editors, editorial boards, and sponsoring organizations, and frequency of publication;
— graphic design that supports clarity and consistency of information, particularly title information and inclusion of information that allows easy access to all content;
— special considerations for retrospective digitization;
— usage of persistent identifiers for identification of periodical titles and articles;
— long-term preservation of periodical information across time.

Information et documentation -- Présentation des périodiques

Le pr�sent document a pour objet d'�tablir les caract�ristiques minimales requises en mati�re de pr�sentation et d'identification des p�riodiques comprenant non seulement les �l�ments habituels �vidents, g�n�ralement pr�sents dans les p�riodiques imprim�s (par exemple titre, ISSN, �diteur, date), mais �galement les �l�ments de tra�abilit� port�s par les p�riodiques publi�s sur un support dynamique num�rique qui permettent de reconstituer leur parcours au fil du temps, tels que les changements d'URL et d'�diteur ou de fournisseur de contenu. Par ailleurs, le pr�sent document fournit des informations sur les identifiants p�rennes, utilisant l'ISSN, et sur les citations des p�riodiques (en particulier lorsqu'ils ont �t� publi�s en ligne ou num�ris�s et lorsque les titres ont �t� modifi�s). Il �met �galement des recommandations sp�cifiques en mati�re de pr�sentation et d'identification des p�riodiques r�tronum�ris�s.
Le pr�sent document s'applique � une sous-cat�gorie de ressources continues identifiables en tant que �p�riodiques� (voir Article 3).
NOTE 1 Pour les besoins du pr�sent document, les journaux ne sont pas consid�r�s comme des p�riodiques; par cons�quent, les informations concernant uniquement les journaux ne sont pas incluses.
Le pr�sent document ne s'adresse ou ne s'applique pas sp�cifiquement aux livres, y compris aux s�ries de livres, ni aux contenus mis � jour en continu tels que les publications � feuillets mobiles, les bases de donn�es, les ouvrages de r�f�rence en ligne et la plupart des sites web.
NOTE 2 Voir l'ISO 7275 pour des informations sur les titres des collections.
Le pr�sent document se concentre uniquement sur les �l�ments des p�riodiques (imprim�s, nativement num�riques ou r�tronum�ris�s) relatifs � la pr�sentation du titre et � d'autres informations descriptives, ainsi qu'aux pratiques associ�es � l'identification du titre et � l'acc�s au contenu au cours du temps. Le pr�sent document ne concerne donc pas la conception g�n�rale du p�riodique except� lorsque ladite conception a une incidence sur la pr�sentation du titre et des cons�quences impr�vues sur la d�couverte des ressources et sur l'acc�s aux contenus d�j� publi�s. Il ne concerne pas non plus les sp�cifications techniques relatives aux p�riodiques imprim�s, nativement num�riques ou r�tronum�ris�s. Les recommandations fournies peuvent ne pas s'appliquer � toutes les situations et ne sont pas toujours adapt�es � certaines pr�occupations d'ordre artistique, technique ou publicitaire.
Le pr�sent document contient des recommandations dont l'objectif est de permettre aux r�dacteurs en chef et aux �diteurs de p�riodiques d'identifier et de pr�senter des informations essentielles dans un format qui aidera les utilisateurs � d�couvrir, � citer et � acc�der, au fil du temps et au gr� des modifications qu'elles subissent, aux informations donn�es. Il constitue par cons�quent une aide pr�cieuse pour toutes les parties prenantes de la cha�ne d'approvisionnement du p�riodique: �diteurs, fournisseurs de contenu, auteurs, biblioth�caires et chercheurs.
Les recommandations traitent des aspects suivants:
— affichage des titres des p�riodiques et autres informations d'identification critiques: livraisons, syst�mes de num�rotation, pagination, etc.;
— conservation des informations relatives au titre et aux citations sous lesquels les articles ont �t� publi�s � l'origine;
— affichage de l'historique des titres, c'est-�-dire des modifications subies par les titres au cours du temps avec leurs dates de couverture respectives;
— sp�cification des m�tadonn�es appropri�es aux p�riodiques num�riques;
NOTE 3 Le pr�sent document se concentre sur les �l�ments de m�tadonn�es applicables au niveau du titre et ne fournit pas de directives concernant les m�tadonn�es exhaustives au niveau de l'article.
— affichage de l'ISSN correct, y compris celui correspondant � chaque format, � chaque �dition linguistique et aux titres modifi�s;
— conservation et affichage des

Informatika in dokumentacija - Oblikovanje periodičnih publikacij

Ta dokument določa minimalne značilnosti, ki so potrebne za oblikovanje periodičnih publikacij, kar vključuje ne samo očitne tradicionalne elemente, ki jih običajno imajo tiskane periodične publikacije (npr. naslov, ISSN, založnik, datum), temveč tudi »odtise« periodičnih publikacij, objavljene v digitalnih dinamičnih medijih, tako da je mogoče slediti njihovi zgodovini, kot so spremembe URL-ja in založnika ali ponudnika vsebine. Poleg tega ta dokument vsebuje informacije o trajnih identifikatorjih, uporabi kode ISSN in citiranju periodičnih publikacij (zlasti kadar so objavljene v spletu ali digitalizirane in so bili naslovi spremenjeni). Prav tako podaja posebna priporočila za oblikovanje vidikov retrospektivne digitalizacije periodičnih publikacij.
Dokument se uporablja za podkategorijo stalnih virov, ki jih je mogoče opredeliti kot »periodične publikacije« (glej točko 3).
OPOMBA 1: Za namene tega dokumenta se časopisi ne obravnavajo kot periodične publikacije; zato v dokument niso vključene specializirane informacije, pomembne samo za časopise.
Ta dokument ne obravnava posebej knjig niti se ne navezuje nanje, vključno s serijami knjig, niti na vsebino, ki se stalno posodablja, kot so vsebine na posamičnih listih, zbirke podatkov, spletna referenčna dela in večina spletnih mest.
OPOMBA 2: Za več informacij o naslovih serijskih publikacij glej ISO 7275.
Ta dokument se osredotoča le na elemente tiskane, izvorno digitalne ali retrospektivno digitalizirane periodike, ki se navezujejo na predstavitev naslova in podpornih opisnih informacij, pa tudi
prakse, povezane z identifikacijo naslovov in dostopom do vsebine skozi čas. Zato se ta dokument ne ukvarja
s celotno zasnovo periodike, razen kadar ta zasnova vpliva na predstavitev
naslova ter nenamerno vpliva na iskanje virov in dostop do starejših vsebin.
Prav tako ne obravnava tehničnih specifikacij za tiskane, izvorno digitalne ali digitalizirane periodične publikacije.
Priporočila morda ne veljajo v vseh okoliščinah in ne vključujejo vedno določenih umetniških, tehničnih ali reklamnih vidikov publikacij.
Ta dokument vsebuje priporočila, namenjena urednikom in založnikom periodičnih publikacij,
za oblikovanje ključnih podatkov v obliki, ki bo uporabnikom pomagala najti, citirati in dostopati
do njihovih informacij skozi čas in ob morebitnih spremembah. Upoštevanje priporočil koristi vsem deležnikom v dobavni verigi periodike: založnikom, ponudnikom vsebin, avtorjem, knjižničarjem in raziskovalcem.
Priporočila obravnavajo:
– prikaz naslovov in drugih pomembnih identifikacijskih podatkov periodike: izdaje, sistemi številčenja,
oštevilčenje strani itd.;
– hrambo naslova in citatne informacije, pod katerimi so bili članki prvotno objavljeni;
– prikaz zgodovine naslovov, tj. spremembe naslovov skozi čas skupaj z datumi poročanja;
– specifikacijo ustreznih metapodatkov za digitalno periodiko;
OPOMBA 3: Ta dokument se osredotoča na elemente metapodatkov, ki se uporabljajo na ravni naslova in ne podajajo smernic za popolne metapodatke na ravni članka.
– prikaz pravilne kode ISSN, vključno z različnimi kodami ISSN za vsak format, jezikovno izdajo in za
spremenjene naslove;
– hrambo in prikaz pomembnih informacij o publikaciji v času njenega trajanja, vključno z:
imeni založnikov, številčenjem in datumi, uredniki, uredništvi in sponzorskimi organizacijami ter pogostostjo objavljanja;
– grafično oblikovanje, ki podpira jasnost in doslednost informacij, zlasti naslovov in vključitve informacij, ki omogočajo enostaven dostop do vseh vsebin;
– posebnosti glede retrospektivne digitalizacije;
– uporabo trajnih označb za označevanje naslovov in člankov periodike;
– dolgoročno ohranjanje podatkov o periodiki skozi čas.

General Information

Status
Published
Publication Date
03-Sep-2019
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
01-Aug-2019
Due Date
06-Oct-2019
Completion Date
04-Sep-2019

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INTERNATIONAL ISO
STANDARD 8
Second edition
2019-04
Information and documentation —
Presentation and identification of
periodicals
Information et documentation — Présentation et identification des
périodiques
Reference number
ISO 8:2019(E)
ISO 2019
---------------------- Page: 1 ----------------------
ISO 8:2019(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2019

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 2019 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 8:2019(E)
Contents Page

Foreword ..........................................................................................................................................................................................................................................v

Introduction ................................................................................................................................................................................................................................vi

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

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

3 Terms, definitions and abbreviations ............................................................................................................................................ 2

4 Identification of periodicals — International Standard Serial Number (ISSN) ...............................11

5 Periodical title information ...................................................................................................................................................................12

5.1 General provisions — Print and digital periodicals .............................................................................................12

5.2 General provisions — Digital periodicals .....................................................................................................................12

5.3 Title variants, parallel titles, running title, spine title, cover title, etc..................................................13

5.3.1 General...................................................................................................................................................................................13

5.3.2 Multilingual titles (parallel titles) ..................................................................................................................13

5.3.3 Running title .....................................................................................................................................................................13

5.4 Title changes and title history ................................................................................................................................................13

5.4.1 Title changes ...................................................................... ...............................................................................................13

5.4.2 Title history .......................................................................................................................................................................14

5.5 Mergers and divisions of titles ...............................................................................................................................................14

5.5.1 Merger of titles where none of the former title/s are retained ............................................14

5.5.2 Merger of titles where a former title is retained ...............................................................................14

5.5.3 Division of titles where the original title is not retained ...........................................................14

5.5.4 Division of titles where the original title is retained .....................................................................14

5.5.5 Notification of title changes through merger and/or division ..............................................14

6 Enumeration and chronology systems .......................................................................................................................................14

6.1 General ........................................................................................................................................................................................................14

6.2 Enumeration ..........................................................................................................................................................................................14

6.3 Chronology, dates or time periods ......................................................................................................................................15

6.4 Supplements, special issues and indexes ......................................................................................................................15

6.5 Change of publication frequency ..........................................................................................................................................16

7 Information about the periodical ....................................................................................................................................................16

7.1 General ........................................................................................................................................................................................................16

7.2 Purpose of publication information ..................................................................................................................................16

7.3 Periodical publication information ....................................................................................................................................16

7.4 Periodical history ...............................................................................................................................................................................17

8 Layout and pagination .................................................................................................................................................................................17

8.1 Layout and typography .................................................................................................................................................................17

8.2 Pagination.................................................................................................................................................................................................18

8.2.1 Periodicals presented in page-format ........................................................................................................18

8.2.2 Additional layouts of digital periodicals ...................................................................................................18

8.3 Trimmed size for print periodicals .....................................................................................................................................18

8.4 Margins .......................................................................................................................................................................................................18

9 Presentation of articles ..............................................................................................................................................................................19

10 Accessing content..............................................................................................................................................................................................19

10.1 General ........................................................................................................................................................................................................19

10.2 Contents list ............................................................................................................................................................................................19

10.3 Index .............................................................................................................................................................................................................19

11 Citations ......................................................................................................................................................................................................................20

12 Accessibility ............................................................................................................................................................................................................20

13 Retrospective digitization ........................................................................................................................................................................20

13.1 General provisions ............................................................................................................................................................................20

© ISO 2019 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO 8:2019(E)

13.2 File formats applicable to retrospective preservation .......................................................................................21

13.2.1 General provisions.......................................................................................................................................................21

13.2.2 PDF/A .....................................................................................................................................................................................21

13.2.3 EPUB ........................................................................................................................................................................................21

13.3 Related standards ..............................................................................................................................................................................21

Annex A (normative) Title identification and linking .....................................................................................................................22

Annex B (informative) Metadata standards ...............................................................................................................................................24

Bibliography .............................................................................................................................................................................................................................25

iv © ISO 2019 – All rights reserved
---------------------- Page: 4 ----------------------
ISO 8:2019(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 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 the following

URL: www .iso .org/iso/foreword .html.

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

This second edition cancels and replaces the first edition (ISO 8:1977), which has been technically

revised. The main changes compared to the previous edition are as follows:

— the scope has been expanded to include digital publishing, and recommendations applicable to all

possible media.

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 2019 – All rights reserved v
---------------------- Page: 5 ----------------------
ISO 8:2019(E)
Introduction

Periodicals, whatever their medium, play a critical role in the information society, and more specifically

in the global information infrastructure. Citations to articles in scholarly journals, whether in print or

in electronic journals, form the basis for much scholarly research. Popular trade magazines as well as

newsletters are used by authors, researchers, and students of all ages. Search, discovery, and use of the

wide range of today’s periodicals require that they provide reliable identification and display of key

information by following standardized principles and procedures.

When ISO/R 8-1954, the predecessor to ISO 8, was published, there was no digital publishing, nor were

there identification standards such as ISSN or ISBN. The evolution of the publishing market in recent

decades, the use of media other than paper, and the evolution of identification standards have made it

necessary to revise ISO 8 to include recommendations applicable to all possible media.

This document is based in part on the first edition of ISO 8 for its recommendations pertaining to print

[1]

periodicals, and on NISO RP-16-2013 , for its recommendations concerning digital periodicals.

vi © ISO 2019 – All rights reserved
---------------------- Page: 6 ----------------------
INTERNATIONAL STANDARD ISO 8:2019(E)
Information and documentation — Presentation and
identification of periodicals
1 Scope

This document establishes the minimum characteristics required for the presentation and identification

of periodicals including not only the obvious traditional elements that print periodicals typically

display (e.g. title, ISSN, publisher, date), but also the “footprints” of periodicals published on digital

dynamic media that enable them to be traced along the path of their history, such as changes of URL

and publisher or content provider. Furthermore, this document provides information about persistent

identifiers, using ISSN, and citation of periodicals (especially when published online or digitized and

when titles have changed). It also makes specific recommendations for presentation and identification

aspects of retrospective digitization of periodicals.

This document is applicable to a subcategory of continuing resources identifiable as “periodicals” (see

Clause 3).

NOTE 1 For the purposes of this document, newspapers are not considered to be periodicals; therefore,

specialized information relevant only to newspapers is not included.

This document does not specifically address or apply to books, including series of books, nor to content

that is continuously updated such as loose-leaf services, databases, online reference works, and most

websites.
NOTE 2 For information about series titles, see ISO 7275.

This document focuses only on elements of periodicals — printed, born-digital or retrospectively

digitized — that relate to the presentation of title and supporting descriptive information, as well as

practices related to title identification and content access over time. Therefore, this document is not

concerned with the overall design of the periodical, except where that design affects the presentation

of the title and has unintended consequences for resource discovery and access to earlier content.

Neither is it concerned with the technical specifications for print, born-digital or digitized periodicals.

The recommendations might not apply in all circumstances, and do not always accommodate certain

artistic, technical or advertising considerations.

This document contains recommendations intended to enable editors and publishers of periodicals

to identify and present key information in a form that will help users discover, cite and access their

information over time and through any changes. This benefits all stakeholders of the periodical supply

chain: publishers, content providers, authors, librarians, and researchers.
The recommendations address the following:

— display of periodical title(s) and other critical identifying information: issues, numbering systems,

pagination, etc.;

— retention of title and citation information under which articles were originally published;

— display of title histories, i.e. changes in titles over time together with their dates of coverage;

— specification of appropriate metadata for digital periodicals;

NOTE 3 This document concentrates on metadata elements which are applicable at the title-level and

does not provide guidelines for complete article-level metadata.

— display of correct ISSN, including different ISSN for each format, language edition, and for

changed titles;
© ISO 2019 – All rights reserved 1
---------------------- Page: 7 ----------------------
ISO 8:2019(E)

— retention and display of vital publication information across the duration of a periodical, including:

publisher names, numbering and dates, editors, editorial boards, and sponsoring organizations, and

frequency of publication;

— graphic design that supports clarity and consistency of information, particularly title information

and inclusion of information that allows easy access to all content;
— special considerations for retrospective digitization;

— usage of persistent identifiers for identification of periodical titles and articles;

— long-term preservation of periodical information across time.
2 Normative references

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

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

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

ISO 18, Documentation — Contents list of periodicals

ISO 215, Documentation — Presentation of contributions to periodicals and other serials

ISO 690, Information and documentation — Guidelines for bibliographic references and citations to

information resources

ISO 999, Information and documentation — Guidelines for the content, organization and presentation

of indexes

ISO 3297, Information and documentation — International standard serial number (ISSN)

ISO 8601, Data elements and interchange formats — Information interchange — Representation of dates

and times
3 Terms, definitions and abbreviations
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 https: //www .iso .org/obp
— IEC Electropedia: available at http: //www .electropedia .org/
3.1 Types of serial publications
3.1.1
born digital serial
serial that from the outset has been created in digital form
Note 1 to entry: See also ISO 18461:2016, 2.5.7.
Note 2 to entry: Compare to retrospectively digitized content.

[SOURCE: ISO 5127:2017, 3.3.3.05, modified — The word "serial" has been added to the term and Note2

to entry has been added.]
2 © ISO 2019 – All rights reserved
---------------------- Page: 8 ----------------------
ISO 8:2019(E)
3.1.2
continuing resource

publication, in any medium, that is issued over time with no predetermined conclusion and made

available to the public
[SOURCE: ISO 5127:2017, 3.4.1.05]
3.1.3
integrating resource

publication, either finite or with no predetermined conclusion, that is added to or changed by updates

that do not remain discrete and are integrated into the whole and made available to the public in any

product form
[SOURCE: ISO 5127:2017, 3.4.1.06, modified — The example has been omitted.]
3.1.4
digital serial
serial that has been retrospectively digitized or born digital
3.1.5
electronic journal
e-journal

serial digital document, licensed or not, where searchable text is prevalent, and which can be seen in

analogy to a print serial publication
[SOURCE: ISO 5127:2017, 3.3.3.35, modified — Notes to entry have been omitted.]
3.1.6
journal

periodical devoted to disseminating original research and commentary on current developments in a

specific discipline, subdiscipline, field of study or profession, published over a period of time, or article

by article online
EXAMPLE Journal of Clinical Epidemiology.
3.1.7
periodical

serial generally characterized by variety of contents and contributors, both within one issue (3.3.9) of

the publication and from one issue to another

Note 1 to entry: Each issue or part is usually composed of more than one intellectual contribution (article, essay,

review, note, etc.); issues or parts are not substituted by updating issues or parts.

Note 2 to entry: The periodical has no predetermined conclusion.
[SOURCE: ISO 5127:2017, 3.4.1.28.02]
3.1.8
serial

publication in print or in non-print form, issued in successive parts, usually having numerical or

chronological designations, and intended to be continued indefinitely, whatever its periodicity

Note 1 to entry: Serials can include periodicals, journals, newspapers, annuals, etc.

Note 2 to entry: Publications of limited duration (e.g. newsletters of events) are also considered serials.

[SOURCE: ISO 5127:2017, 3. 4.1.28.01]
3.1.9
special issue

issue (3.3.9) of a periodical focused on a certain topic and/or published with a chronology (3.3.1) outside

of the official publication schedule
© ISO 2019 – All rights reserved 3
---------------------- Page: 9 ----------------------
ISO 8:2019(E)
3.1.10
retrospectively digitized serial

serial that was not published in digital form initially but was converted to a digital medium at a later date

3.2 Content of periodicals
3.2.1
article
document in the form of an independent text forming a part of a publication
[SOURCE: ISO 5127:2017, 3.5.8.06]
3.2.2
back matter
material appearing at the end of the periodical, after the main articles

Note 1 to entry: This includes bibliography, index, endnotes, list of advertisers, reader response card, etc.

3.2.3
citation
reference in one document to another document or to part of it
[SOURCE: ISO 5127:2017, 3.5.8.16]
3.2.4
front matter
material that precedes the first page of text, before the main articles

Note 1 to entry: It includes the half title, frontispiece (illustration usually facing the first page or title page—

more common in books), title page, contents list, letters to or from the editor, acknowledgements (or list of

contributors), list of illustrations, list of tables, names of editors and editorial board members, and masthead

information; may also include header information or journal leader, which usually includes the metadata

concerning the periodical itself as well as metadata concerning the issue of the periodical and the individual

article(s).

Note 2 to entry: See definition for preliminary pages ISO 5127:2017, 3.5.7.01, which includes front matter.

3.2.5
title page

page in a volume which contains full bibliographic information, normally found at the beginning of the

publication/digitized document

Note 1 to entry: A title page found in digital serials (3.1.4) is usually on the homepage.

[SOURCE: ISO 5127:2017, 3.5.7.02, modified — Note 1 to entry has been replaced.]
3.3 Descriptive elements for periodicals
3.3.1
chronology

indication of the date of publication (3.3.3) or date of issue of a component of a multi-part resource,

distinguishing it from other components of the same resource
EXAMPLE October 2017.

Note 1 to entry: The chronology may reflect the date of coverage, publication, copyright, or printing.

Note 2 to entry: See also enumeration (3.3.6).

[SOURCE: ISO 20775:2009, 3.1.3, modified — An example and two notes to entry have been added.]

4 © ISO 2019 – All rights reserved
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ISO 8:2019(E)
3.3.2
current title
name of a periodical that is presently in use
Note 1 to entry: See also former title (3.3.7) and succeeding title (3.3.11).
3.3.3
date of publication
date on which a work is published
[SOURCE: ISO 5127:2017, 3.3.4.10]
3.3.4
nominal date of publication
date of publication (3.3.3) as formally indicated in the publication
[SOURCE: ISO 5127:2017, 3.3.4.11]
3.3.5
actual date of publication

date on which a publication is actually available, particularly in respect to a given place or places

[SOURCE: ISO 5127:2017, 3.3.4.12]
3.3.6
enumeration

sequential numeric/alphabetic designation used by a publisher on a multipart or serial unit to

identify the individual bibliographic or physical parts and to show the relationship of each part to the

bibliographic unit as a whole
EXAMPLE 1 Volume 4, Number 10.
EXAMPLE 2 Volume 4, Issue 10.
Note 1 to entry: See also chronology (3.3.1).

[SOURCE: ISO 10324:1997, 3.22, modified — Example and note to entry have been added.]

3.3.7
former title
previous name of a periodical
Note 1 to entry: See also current title (3.3.2) and succeeding title (3.3.11).
3.3.8
frequency
scheduled period of release of issues of a periodical
EXAMPLE Quarterly.
3.3.9
issue

one of the usually regularly appearing, self-contained and physically independent parts, marketed

individually, of which a serial is constituted, usually bearing a numerical or chronological designation,

e.g. issue number

[SOURCE: ISO 5127:2017, 3.4.1.28.17, modified — Notes to entry have been omitted; the definition has

been modified to add an example of "chronological designation".]
© ISO 2019 – All rights reserved 5
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ISO 8:2019(E)
3.3.10
running title
title, normally abridged, repeated on each text page within a serial
[SOURCE: ISO 5127:2017, 3.7.4.13, modified — Note 1 to entry has been omitted.]
3.3.11
succeeding title

title of a periodical that continues another title (in whole or in part), or which absorbs it (in whole or in

part), or which has resulted from a split of the title or its merger with another title

Note 1 to entry: See also current title (3.3.2) and former title (3.3.7).
3.3.12
title

words or symbols at the head of a document that identify it and normally distinguish it from other

documents

Note 1 to entry: May define as precisely as possible the special field of knowledge and activity dealt with in that

periodical.
[SOURCE: ISO 5127:2017, 3.7.4.01, modified — Note 1 to entry has been replaced.]
3.3.13
volume

set of several issues of a periodical published over a certain period of time, usually the year; it can be

identified by a numerical or chronological designation, i.e. volume number
3.4 Identifiers and locators
3.4.1
bar code

digital coding system showing an eye-visible linear array of rectangular marks of (possibly) varying

width, height and vertical alignment, separated by spaces of (possibly) varying width in which the

positioning and size of marks and spaces are used to code information to identify various types of

material objects
[SOURCE: ISO 5127:2017, 3.2.5.11, modified — Note to entry has been omitted.]
3.4.2
Global Trade Item Number
GTIN

unique number from a standard code used internationally to identify products and packaging units

Note 1 to entry: See ISO 22742:2010, 3.25, 3.43 and 3.12; ISO/TS 16791:2014, 3.1.1.

Note 2 to entry: Up to 2009, this number was known as the “European article number” / EAN.

Note 3 to entry: Usually, the identifying number is incorporated in the bar code (3.4.1) and represented below the

bar code.

[SOURCE: ISO 5127:2017, 3.2.5.12, modified — A third note to entry has been added.]

3.4.3
digital object identifier
DOI

standardized string for identifying a physical, digital, or abstract object and providing pe

...

SLOVENSKI STANDARD
SIST ISO 8:2019
01-oktober-2019
Nadomešča:
SIST ISO 8:1996
Informatika in dokumentacija - Oblikovanje periodičnih publikacij
Information and documentation -- Presentation and identification of periodicals
Information et documentation -- Présentation des périodiques
Ta slovenski standard je istoveten z: ISO 8:2019
ICS:
01.140.40 Založništvo Publishing
SIST ISO 8:2019 en,fr,de

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

---------------------- Page: 1 ----------------------
SIST ISO 8:2019
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SIST ISO 8:2019
INTERNATIONAL ISO
STANDARD 8
Second edition
2019-04
Information and documentation —
Presentation and identification of
periodicals
Information et documentation — Présentation et identification des
périodiques
Reference number
ISO 8:2019(E)
ISO 2019
---------------------- Page: 3 ----------------------
SIST ISO 8:2019
ISO 8:2019(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2019

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 2019 – All rights reserved
---------------------- Page: 4 ----------------------
SIST ISO 8:2019
ISO 8:2019(E)
Contents Page

Foreword ..........................................................................................................................................................................................................................................v

Introduction ................................................................................................................................................................................................................................vi

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

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

3 Terms, definitions and abbreviations ............................................................................................................................................ 2

4 Identification of periodicals — International Standard Serial Number (ISSN) ...............................11

5 Periodical title information ...................................................................................................................................................................12

5.1 General provisions — Print and digital periodicals .............................................................................................12

5.2 General provisions — Digital periodicals .....................................................................................................................12

5.3 Title variants, parallel titles, running title, spine title, cover title, etc..................................................13

5.3.1 General...................................................................................................................................................................................13

5.3.2 Multilingual titles (parallel titles) ..................................................................................................................13

5.3.3 Running title .....................................................................................................................................................................13

5.4 Title changes and title history ................................................................................................................................................13

5.4.1 Title changes ...................................................................... ...............................................................................................13

5.4.2 Title history .......................................................................................................................................................................14

5.5 Mergers and divisions of titles ...............................................................................................................................................14

5.5.1 Merger of titles where none of the former title/s are retained ............................................14

5.5.2 Merger of titles where a former title is retained ...............................................................................14

5.5.3 Division of titles where the original title is not retained ...........................................................14

5.5.4 Division of titles where the original title is retained .....................................................................14

5.5.5 Notification of title changes through merger and/or division ..............................................14

6 Enumeration and chronology systems .......................................................................................................................................14

6.1 General ........................................................................................................................................................................................................14

6.2 Enumeration ..........................................................................................................................................................................................14

6.3 Chronology, dates or time periods ......................................................................................................................................15

6.4 Supplements, special issues and indexes ......................................................................................................................15

6.5 Change of publication frequency ..........................................................................................................................................16

7 Information about the periodical ....................................................................................................................................................16

7.1 General ........................................................................................................................................................................................................16

7.2 Purpose of publication information ..................................................................................................................................16

7.3 Periodical publication information ....................................................................................................................................16

7.4 Periodical history ...............................................................................................................................................................................17

8 Layout and pagination .................................................................................................................................................................................17

8.1 Layout and typography .................................................................................................................................................................17

8.2 Pagination.................................................................................................................................................................................................18

8.2.1 Periodicals presented in page-format ........................................................................................................18

8.2.2 Additional layouts of digital periodicals ...................................................................................................18

8.3 Trimmed size for print periodicals .....................................................................................................................................18

8.4 Margins .......................................................................................................................................................................................................18

9 Presentation of articles ..............................................................................................................................................................................19

10 Accessing content..............................................................................................................................................................................................19

10.1 General ........................................................................................................................................................................................................19

10.2 Contents list ............................................................................................................................................................................................19

10.3 Index .............................................................................................................................................................................................................19

11 Citations ......................................................................................................................................................................................................................20

12 Accessibility ............................................................................................................................................................................................................20

13 Retrospective digitization ........................................................................................................................................................................20

13.1 General provisions ............................................................................................................................................................................20

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SIST ISO 8:2019
ISO 8:2019(E)

13.2 File formats applicable to retrospective preservation .......................................................................................21

13.2.1 General provisions.......................................................................................................................................................21

13.2.2 PDF/A .....................................................................................................................................................................................21

13.2.3 EPUB ........................................................................................................................................................................................21

13.3 Related standards ..............................................................................................................................................................................21

Annex A (normative) Title identification and linking .....................................................................................................................22

Annex B (informative) Metadata standards ...............................................................................................................................................24

Bibliography .............................................................................................................................................................................................................................25

iv © ISO 2019 – All rights reserved
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SIST ISO 8:2019
ISO 8:2019(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 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 the following

URL: www .iso .org/iso/foreword .html.

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

This second edition cancels and replaces the first edition (ISO 8:1977), which has been technically

revised. The main changes compared to the previous edition are as follows:

— the scope has been expanded to include digital publishing, and recommendations applicable to all

possible media.

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 2019 – All rights reserved v
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SIST ISO 8:2019
ISO 8:2019(E)
Introduction

Periodicals, whatever their medium, play a critical role in the information society, and more specifically

in the global information infrastructure. Citations to articles in scholarly journals, whether in print or

in electronic journals, form the basis for much scholarly research. Popular trade magazines as well as

newsletters are used by authors, researchers, and students of all ages. Search, discovery, and use of the

wide range of today’s periodicals require that they provide reliable identification and display of key

information by following standardized principles and procedures.

When ISO/R 8-1954, the predecessor to ISO 8, was published, there was no digital publishing, nor were

there identification standards such as ISSN or ISBN. The evolution of the publishing market in recent

decades, the use of media other than paper, and the evolution of identification standards have made it

necessary to revise ISO 8 to include recommendations applicable to all possible media.

This document is based in part on the first edition of ISO 8 for its recommendations pertaining to print

[1]

periodicals, and on NISO RP-16-2013 , for its recommendations concerning digital periodicals.

vi © ISO 2019 – All rights reserved
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SIST ISO 8:2019
INTERNATIONAL STANDARD ISO 8:2019(E)
Information and documentation — Presentation and
identification of periodicals
1 Scope

This document establishes the minimum characteristics required for the presentation and identification

of periodicals including not only the obvious traditional elements that print periodicals typically

display (e.g. title, ISSN, publisher, date), but also the “footprints” of periodicals published on digital

dynamic media that enable them to be traced along the path of their history, such as changes of URL

and publisher or content provider. Furthermore, this document provides information about persistent

identifiers, using ISSN, and citation of periodicals (especially when published online or digitized and

when titles have changed). It also makes specific recommendations for presentation and identification

aspects of retrospective digitization of periodicals.

This document is applicable to a subcategory of continuing resources identifiable as “periodicals” (see

Clause 3).

NOTE 1 For the purposes of this document, newspapers are not considered to be periodicals; therefore,

specialized information relevant only to newspapers is not included.

This document does not specifically address or apply to books, including series of books, nor to content

that is continuously updated such as loose-leaf services, databases, online reference works, and most

websites.
NOTE 2 For information about series titles, see ISO 7275.

This document focuses only on elements of periodicals — printed, born-digital or retrospectively

digitized — that relate to the presentation of title and supporting descriptive information, as well as

practices related to title identification and content access over time. Therefore, this document is not

concerned with the overall design of the periodical, except where that design affects the presentation

of the title and has unintended consequences for resource discovery and access to earlier content.

Neither is it concerned with the technical specifications for print, born-digital or digitized periodicals.

The recommendations might not apply in all circumstances, and do not always accommodate certain

artistic, technical or advertising considerations.

This document contains recommendations intended to enable editors and publishers of periodicals

to identify and present key information in a form that will help users discover, cite and access their

information over time and through any changes. This benefits all stakeholders of the periodical supply

chain: publishers, content providers, authors, librarians, and researchers.
The recommendations address the following:

— display of periodical title(s) and other critical identifying information: issues, numbering systems,

pagination, etc.;

— retention of title and citation information under which articles were originally published;

— display of title histories, i.e. changes in titles over time together with their dates of coverage;

— specification of appropriate metadata for digital periodicals;

NOTE 3 This document concentrates on metadata elements which are applicable at the title-level and

does not provide guidelines for complete article-level metadata.

— display of correct ISSN, including different ISSN for each format, language edition, and for

changed titles;
© ISO 2019 – All rights reserved 1
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SIST ISO 8:2019
ISO 8:2019(E)

— retention and display of vital publication information across the duration of a periodical, including:

publisher names, numbering and dates, editors, editorial boards, and sponsoring organizations, and

frequency of publication;

— graphic design that supports clarity and consistency of information, particularly title information

and inclusion of information that allows easy access to all content;
— special considerations for retrospective digitization;

— usage of persistent identifiers for identification of periodical titles and articles;

— long-term preservation of periodical information across time.
2 Normative references

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

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

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

ISO 18, Documentation — Contents list of periodicals

ISO 215, Documentation — Presentation of contributions to periodicals and other serials

ISO 690, Information and documentation — Guidelines for bibliographic references and citations to

information resources

ISO 999, Information and documentation — Guidelines for the content, organization and presentation

of indexes

ISO 3297, Information and documentation — International standard serial number (ISSN)

ISO 8601, Data elements and interchange formats — Information interchange — Representation of dates

and times
3 Terms, definitions and abbreviations
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 https: //www .iso .org/obp
— IEC Electropedia: available at http: //www .electropedia .org/
3.1 Types of serial publications
3.1.1
born digital serial
serial that from the outset has been created in digital form
Note 1 to entry: See also ISO 18461:2016, 2.5.7.
Note 2 to entry: Compare to retrospectively digitized content.

[SOURCE: ISO 5127:2017, 3.3.3.05, modified — The word "serial" has been added to the term and Note2

to entry has been added.]
2 © ISO 2019 – All rights reserved
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SIST ISO 8:2019
ISO 8:2019(E)
3.1.2
continuing resource

publication, in any medium, that is issued over time with no predetermined conclusion and made

available to the public
[SOURCE: ISO 5127:2017, 3.4.1.05]
3.1.3
integrating resource

publication, either finite or with no predetermined conclusion, that is added to or changed by updates

that do not remain discrete and are integrated into the whole and made available to the public in any

product form
[SOURCE: ISO 5127:2017, 3.4.1.06, modified — The example has been omitted.]
3.1.4
digital serial
serial that has been retrospectively digitized or born digital
3.1.5
electronic journal
e-journal

serial digital document, licensed or not, where searchable text is prevalent, and which can be seen in

analogy to a print serial publication
[SOURCE: ISO 5127:2017, 3.3.3.35, modified — Notes to entry have been omitted.]
3.1.6
journal

periodical devoted to disseminating original research and commentary on current developments in a

specific discipline, subdiscipline, field of study or profession, published over a period of time, or article

by article online
EXAMPLE Journal of Clinical Epidemiology.
3.1.7
periodical

serial generally characterized by variety of contents and contributors, both within one issue (3.3.9) of

the publication and from one issue to another

Note 1 to entry: Each issue or part is usually composed of more than one intellectual contribution (article, essay,

review, note, etc.); issues or parts are not substituted by updating issues or parts.

Note 2 to entry: The periodical has no predetermined conclusion.
[SOURCE: ISO 5127:2017, 3.4.1.28.02]
3.1.8
serial

publication in print or in non-print form, issued in successive parts, usually having numerical or

chronological designations, and intended to be continued indefinitely, whatever its periodicity

Note 1 to entry: Serials can include periodicals, journals, newspapers, annuals, etc.

Note 2 to entry: Publications of limited duration (e.g. newsletters of events) are also considered serials.

[SOURCE: ISO 5127:2017, 3. 4.1.28.01]
3.1.9
special issue

issue (3.3.9) of a periodical focused on a certain topic and/or published with a chronology (3.3.1) outside

of the official publication schedule
© ISO 2019 – All rights reserved 3
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SIST ISO 8:2019
ISO 8:2019(E)
3.1.10
retrospectively digitized serial

serial that was not published in digital form initially but was converted to a digital medium at a later date

3.2 Content of periodicals
3.2.1
article
document in the form of an independent text forming a part of a publication
[SOURCE: ISO 5127:2017, 3.5.8.06]
3.2.2
back matter
material appearing at the end of the periodical, after the main articles

Note 1 to entry: This includes bibliography, index, endnotes, list of advertisers, reader response card, etc.

3.2.3
citation
reference in one document to another document or to part of it
[SOURCE: ISO 5127:2017, 3.5.8.16]
3.2.4
front matter
material that precedes the first page of text, before the main articles

Note 1 to entry: It includes the half title, frontispiece (illustration usually facing the first page or title page—

more common in books), title page, contents list, letters to or from the editor, acknowledgements (or list of

contributors), list of illustrations, list of tables, names of editors and editorial board members, and masthead

information; may also include header information or journal leader, which usually includes the metadata

concerning the periodical itself as well as metadata concerning the issue of the periodical and the individual

article(s).

Note 2 to entry: See definition for preliminary pages ISO 5127:2017, 3.5.7.01, which includes front matter.

3.2.5
title page

page in a volume which contains full bibliographic information, normally found at the beginning of the

publication/digitized document

Note 1 to entry: A title page found in digital serials (3.1.4) is usually on the homepage.

[SOURCE: ISO 5127:2017, 3.5.7.02, modified — Note 1 to entry has been replaced.]
3.3 Descriptive elements for periodicals
3.3.1
chronology

indication of the date of publication (3.3.3) or date of issue of a component of a multi-part resource,

distinguishing it from other components of the same resource
EXAMPLE October 2017.

Note 1 to entry: The chronology may reflect the date of coverage, publication, copyright, or printing.

Note 2 to entry: See also enumeration (3.3.6).

[SOURCE: ISO 20775:2009, 3.1.3, modified — An example and two notes to entry have been added.]

4 © ISO 2019 – All rights reserved
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SIST ISO 8:2019
ISO 8:2019(E)
3.3.2
current title
name of a periodical that is presently in use
Note 1 to entry: See also former title (3.3.7) and succeeding title (3.3.11).
3.3.3
date of publication
date on which a work is published
[SOURCE: ISO 5127:2017, 3.3.4.10]
3.3.4
nominal date of publication
date of publication (3.3.3) as formally indicated in the publication
[SOURCE: ISO 5127:2017, 3.3.4.11]
3.3.5
actual date of publication

date on which a publication is actually available, particularly in respect to a given place or places

[SOURCE: ISO 5127:2017, 3.3.4.12]
3.3.6
enumeration

sequential numeric/alphabetic designation used by a publisher on a multipart or serial unit to

identify the individual bibliographic or physical parts and to show the relationship of each part to the

bibliographic unit as a whole
EXAMPLE 1 Volume 4, Number 10.
EXAMPLE 2 Volume 4, Issue 10.
Note 1 to entry: See also chronology (3.3.1).

[SOURCE: ISO 10324:1997, 3.22, modified — Example and note to entry have been added.]

3.3.7
former title
previous name of a periodical
Note 1 to entry: See also current title (3.3.2) and succeeding title (3.3.11).
3.3.8
frequency
scheduled period of release of issues of a periodical
EXAMPLE Quarterly.
3.3.9
issue

one of the usually regularly appearing, self-contained and physically independent parts, marketed

individually, of which a serial is constituted, usually bearing a numerical or chronological designation,

e.g. issue number

[SOURCE: ISO 5127:2017, 3.4.1.28.17, modified — Notes to entry have been omitted; the definition has

been modified to add an example of "chronological designation".]
© ISO 2019 – All rights reserved 5
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SIST ISO 8:2019
ISO 8:2019(E)
3.3.10
running title
title, normally abridged, repeated on each text page within a serial
[SOURCE: ISO 5127:2017, 3.7.4.13, modified — Note 1 to entry has been omitted.]
3.3.11
succeeding title

title of a periodical that continues another title (in whole or in part), or which absorbs it (in whole or in

part), or which has resulted from a split of the title or its merger with another title

Note 1 to entry: See also current title (3.3.2) and former title (3.3.7).
3.3.12
title

words or symbols at the head of a document that identify it and normally distinguish it from other

documents

Note 1 to entry: May define as precisely as possible the special field of knowledge and activity dealt with in that

periodical.
[SOURCE: ISO 5127:2017, 3.7.4.01, modified — Note 1 to entry has been replaced.]
3.3.13
volume

set of several issues of a periodical published over a certain period of time, usually the year; it can be

identified by a numerical or chronological designation, i.e. volume number
3.4 Identifiers and locators
3.4.1
bar code

digital coding system showing an eye-visible linear array of rectangular marks of (possibly) varying

width, height and vertical alignment, separated by spaces of (possibly) varying width in which the

positioni
...

NORME ISO
INTERNATIONALE 8
Deuxième édition
2019-04
Information et documentation —
Présentation et identification des
périodiques
Information and documentation — Presentation and identification of
periodicals
Numéro de référence
ISO 8:2019(F)
ISO 2019
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ISO 8:2019(F)
DOCUMENT PROTÉGÉ PAR COPYRIGHT
© ISO 2019

Tous droits réservés. Sauf prescription différente ou nécessité dans le contexte de sa mise en œuvre, aucune partie de cette

publication ne peut être reproduite ni utilisée sous quelque forme que ce soit et par aucun procédé, électronique ou mécanique,

y compris la photocopie, ou la diffusion sur l’internet ou sur un intranet, sans autorisation écrite préalable. Une autorisation peut

être demandée à l’ISO à l’adresse ci-après ou au comité membre de l’ISO dans le pays du demandeur.

ISO copyright office
Case postale 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Genève
Tél.: +41 22 749 01 11
Fax: +41 22 749 09 47
E-mail: copyright@iso.org
Web: www.iso.org
Publié en Suisse
ii © ISO 2019 – Tous droits réservés
---------------------- Page: 2 ----------------------
ISO 8:2019(F)
Sommaire Page

Avant-propos ................................................................................................................................................................................................................................v

Introduction ................................................................................................................................................................................................................................vi

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

2 Références normatives ................................................................................................................................................................................... 2

3 Termes, définitions et abréviations .................................................................................................................................................. 2

4 Identification des périodiques — Numéro international de publication en série (ISSN) .....11

5 Informations sur le titre des périodiques ...............................................................................................................................12

5.1 Dispositions générales — Périodiques imprimés et numériques ...........................................................12

5.2 Dispositions générales — Périodiques numériques ...........................................................................................12

5.3 Variantes de titre, titres parallèles, titre courant, titre au dos, titre de couverture, etc. ......13

5.3.1 Généralités .........................................................................................................................................................................13

5.3.2 Titres multilingues (titres parallèles).........................................................................................................13

5.3.3 Titre courant .....................................................................................................................................................................13

5.4 Changements de titre et historique du titre ...............................................................................................................14

5.4.1 Changements de titre ................................................................................................................................................14

5.4.2 Historique du titre .......................................................................................................................................................14

5.5 Fusions et scissions de titres ...................................................................................................................................................14

5.5.1 Fusion de titres sans conservation des titres précédents .........................................................14

5.5.2 Fusion de titres avec conservation d’un titre précédent ............................................................14

5.5.3 Scission de titres sans conservation du titre original ...................................................................14

5.5.4 Scission de titres avec conservation du titre original ...................................................................14

5.5.5 Notification des changements de titres dans le cadre d’une fusion et/ou

d’une scission ........................................................................................................................................... ........................15

6 Systèmes de numérotation et de datation ..............................................................................................................................15

6.1 Généralités ...............................................................................................................................................................................................15

6.2 Numérotation ........................................................................................................................................................................................15

6.3 Indication chronologique, dates et périodes ..............................................................................................................16

6.4 Suppléments, hors-séries et index ......................................................................................................................................16

6.5 Changement de fréquence de publication ....................................................................................................................16

7 Informations concernant le périodique ....................................................................................................................................16

7.1 Généralités ...............................................................................................................................................................................................16

7.2 Objectifs des informations concernant la publication .......................................................................................17

7.3 Informations sur la publication des périodiques ...................................................................................................17

7.4 Historique du périodique............................................................................................................................................................18

8 Disposition et pagination .........................................................................................................................................................................18

8.1 Disposition et typographie ........................................................................................................................................................18

8.2 Pagination.................................................................................................................................................................................................18

8.2.1 Périodiques présentés sous forme paginée ...........................................................................................18

8.2.2 Présentations spécifiques aux périodiques numériques ...........................................................19

8.3 Format fini des périodiques imprimés ............................................................................................................................19

8.4 Marges .........................................................................................................................................................................................................19

9 Présentation des articles ..........................................................................................................................................................................19

10 Accès au contenu ...............................................................................................................................................................................................20

10.1 Généralités ...............................................................................................................................................................................................20

10.2 Sommaire ..................................................................................................................................................................................................20

10.3 Index .............................................................................................................................................................................................................20

11 Citations ......................................................................................................................................................................................................................21

12 Accessibilité ............................................................................................................................................................................................................21

13 Rétronumérisation ..........................................................................................................................................................................................21

© ISO 2019 – Tous droits réservés iii
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ISO 8:2019(F)

13.1 Dispositions générales ..................................................................................................................................................................21

13.2 Formats de fichiers applicables à la rétropréservation ....................................................................................22

13.2.1 Dispositions générales .............................................................................................................................................22

13.2.2 PDF/A .....................................................................................................................................................................................22

13.2.3 EPUB ........................................................................................................................................................................................22

13.3 Normes associées ..............................................................................................................................................................................22

Annexe A (normative) Identification du titre et liaison ................................................................................................................23

Annexe B (informative) Normes sur les métadonnées ...................................................................................................................25

Bibliographie ...........................................................................................................................................................................................................................26

iv © ISO 2019 – Tous droits réservés
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ISO 8:2019(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 (IEC) en ce qui

concerne la normalisation électrotechnique.

Les procédures utilisées pour élaborer le présent document et celles destinées à sa mise à jour sont

décrites dans les Directives ISO/IEC, Partie 1. Il convient en particulier de prendre note des différents

critères d’approbation requis pour les différents types de documents ISO. Le présent document a été

rédigé conformément aux règles de rédaction données dans les Directives ISO/IEC, Partie 2 (voir www

.iso .org/directives).

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

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

de ne pas avoir identifié de tels droits de propriété et averti de leur existence. Les détails concernant

les références aux droits de propriété intellectuelle ou autres droits analogues identifiés lors de

l'élaboration du document sont indiqués dans l'Introduction et/ou dans la liste des déclarations de

brevets reçues par l'ISO (voir www .iso .org/brevets).

Les appellations commerciales éventuellement mentionnées dans le présent document sont données

pour information, par souci de commodité, à l’intention des utilisateurs et ne sauraient constituer un

engagement.

Pour une explication de la nature volontaire des normes, la signification des termes et expressions

spécifiques de l’ISO liés à l’évaluation de la conformité, ou pour toute information au sujet de l’adhésion

de l’ISO aux principes de l’Organisation mondiale du commerce (OMC) concernant les obstacles

techniques au commerce (OTC), voir le lien suivant: www .iso .org/iso/foreword .html.

Le présent document a été élaboré par le comité technique ISO/TC 46, Information et documentation.

Cette deuxième édition annule et remplace la première édition (ISO 8:1977) qui a fait l'objet d'une

révision technique. Les principales modifications par rapport à l’édition précédente sont les suivantes:

— le domaine d'application a été élargi aux publications numériques ainsi qu’aux recommandations

applicables à tous les supports éventuels.

Il convient que l’utilisateur adresse tout retour d’information ou toute question concernant le présent

document à l’organisme national de normalisation de son pays. Une liste exhaustive desdits organismes

se trouve à l'adresse www .iso .org/members .html.
© ISO 2019 – Tous droits réservés v
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ISO 8:2019(F)
Introduction

Quel que soit leur support, les périodiques jouent un rôle primordial dans la société de l’information,

et en particulier dans l’infrastructure globale de l’information. Les citations des articles dans les

revues académiques, imprimées ou électroniques, constituent la base d’un grand nombre de recherches

académiques. Les magazines spécialisés de grande diffusion ainsi que les lettres d'actualité sont utilisés

par les auteurs, les chercheurs et les étudiants de tous âges. De nombreux périodiques actuels sont

utilisés dans la recherche et pour la découverte de ressources. Il convient par conséquent d’identifier

et de présenter correctement les informations essentielles qu’ils contiennent conformément à des

principes et procédures normalisés.

Lorsque l’ISO/R 8-1954, qui a précédé l’ISO 8, a été publiée, ni les publications numériques ni les normes

d’identification tels que l'ISSN ou l'ISBN n’existaient. L’évolution du marché de la publication aux

cours des dernières décennies, l’utilisation de supports autres que le papier et l’évolution des normes

d’identification ont rendu nécessaire la révision de l’ISO 8 et l'inclusion de recommandations applicables

à tous les supports possibles.

Le présent document est en partie fondé sur la première édition de l’ISO 8 pour ses recommandations en

[1]

matière de périodiques imprimés, ainsi que sur le guide NISO RP-16-2013 , pour ses recommandations

relatives aux périodiques numériques.
vi © ISO 2019 – Tous droits réservés
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NORME INTERNATIONALE ISO 8:2019(F)
Information et documentation — Présentation et
identification des périodiques
1 Domaine d’application

Le présent document a pour objet d’établir les caractéristiques minimales requises en matière de

présentation et d’identification des périodiques comprenant non seulement les éléments habituels

évidents, généralement présents dans les périodiques imprimés (par exemple titre, ISSN, éditeur,

date), mais également les éléments de traçabilité portés par les périodiques publiés sur un support

dynamique numérique qui permettent de reconstituer leur parcours au fil du temps, tels que les

changements d’URL et d’éditeur ou de fournisseur de contenu. Par ailleurs, le présent document fournit

des informations sur les identifiants pérennes, utilisant l'ISSN, et sur les citations des périodiques (en

particulier lorsqu’ils ont été publiés en ligne ou numérisés et lorsque les titres ont été modifiés). Il

émet également des recommandations spécifiques en matière de présentation et d’identification des

périodiques rétronumérisés.

Le présent document s’applique à une sous-catégorie de ressources continues identifiables en tant que

«périodiques» (voir Article 3).

NOTE 1 Pour les besoins du présent document, les journaux ne sont pas considérés comme des périodiques;

par conséquent, les informations concernant uniquement les journaux ne sont pas incluses.

Le présent document ne s’adresse ou ne s’applique pas spécifiquement aux livres, y compris aux séries

de livres, ni aux contenus mis à jour en continu tels que les publications à feuillets mobiles, les bases de

données, les ouvrages de référence en ligne et la plupart des sites web.
NOTE 2 Voir l’ISO 7275 pour des informations sur les titres des collections.

Le présent document se concentre uniquement sur les éléments des périodiques (imprimés, nativement

numériques ou rétronumérisés) relatifs à la présentation du titre et à d’autres informations descriptives,

ainsi qu’aux pratiques associées à l’identification du titre et à l’accès au contenu au cours du temps. Le

présent document ne concerne donc pas la conception générale du périodique excepté lorsque ladite

conception a une incidence sur la présentation du titre et des conséquences imprévues sur la découverte

des ressources et sur l’accès aux contenus déjà publiés. Il ne concerne pas non plus les spécifications

techniques relatives aux périodiques imprimés, nativement numériques ou rétronumérisés. Les

recommandations fournies peuvent ne pas s’appliquer à toutes les situations et ne sont pas toujours

adaptées à certaines préoccupations d'ordre artistique, technique ou publicitaire.

Le présent document contient des recommandations dont l’objectif est de permettre aux rédacteurs

en chef et aux éditeurs de périodiques d’identifier et de présenter des informations essentielles

dans un format qui aidera les utilisateurs à découvrir, à citer et à accéder, au fil du temps et au gré

des modifications qu’elles subissent, aux informations données. Il constitue par conséquent une aide

précieuse pour toutes les parties prenantes de la chaîne d'approvisionnement du périodique: éditeurs,

fournisseurs de contenu, auteurs, bibliothécaires et chercheurs.
Les recommandations traitent des aspects suivants:

— affichage des titres des périodiques et autres informations d’identification critiques: livraisons,

systèmes de numérotation, pagination, etc.;

— conservation des informations relatives au titre et aux citations sous lesquels les articles ont été

publiés à l’origine;

— affichage de l’historique des titres, c’est-à-dire des modifications subies par les titres au cours du

temps avec leurs dates de couverture respectives;
© ISO 2019 – Tous droits réservés 1
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ISO 8:2019(F)
— spécification des métadonnées appropriées aux périodiques numériques;

NOTE 3 Le présent document se concentre sur les éléments de métadonnées applicables au niveau du

titre et ne fournit pas de directives concernant les métadonnées exhaustives au niveau de l'article.

— affichage de l'ISSN correct, y compris celui correspondant à chaque format, à chaque édition

linguistique et aux titres modifiés;

— conservation et affichage des informations primordiales relatives à la publication depuis la naissance

du périodique, en particulier: le nom des éditeurs, la numérotation et les dates, les rédacteurs en

chef, les comités de rédaction et les collectivités éditrices ainsi que la fréquence de publication;

— conception graphique garantissant la clarté et la cohérence des informations, en particulier les

informations sur les titres et l'inclusion d'informations facilitant l’accès à tous les contenus;

— aspects spécifiques à la rétronumérisation;

— utilisation d'identifiants pérennes pour l'identification des titres et des articles du périodique;

— conservation à long terme des informations du périodique au cours du temps.
2 Références normatives

Les documents suivants cités dans le texte constituent, pour tout ou partie de leur contenu, des

exigences du présent document. Pour les références datées, seule l'édition citée s'applique. Pour les

références non datées, la dernière édition du document de référence s’applique (y compris les éventuels

amendements).
ISO 18, Documentation — Sommaire des périodiques

ISO 215, Documentation — Présentation des articles de périodiques et autres publications en série

ISO 690, Information et documentation — Principes directeurs pour la rédaction des références

bibliographiques et des citations des ressources d'information

ISO 999, Information et documentation — Principes directeurs pour l'élaboration, la structure et la

présentation des index

ISO 3297, Information et documentation — Numéro international normalisé des publications en série (ISSN)

ISO 8601, Éléments de données et formats d'échange — Échange d'information — Représentation de la

date et de l'heure
3 Termes, définitions et abréviations

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

L’ISO et l’IEC tiennent à jour des bases de données terminologiques destinées à être utilisées en

normalisation, consultables aux adresses suivantes:

— ISO Online browsing platform: disponible à l'adresse https: //www .iso .org/obp

— IEC Electropedia: disponible à l'adresse http: //www .electropedia .org/
3.1 Types de périodiques
3.1.1
périodique nativement numérique
périodique créé dès l’origine sous forme numérique
Note 1 à l'article: Voir aussi ISO 18461:2016, 2.5.7.
2 © ISO 2019 – Tous droits réservés
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ISO 8:2019(F)
Note 2 à l'article: Par opposition à contenu rétronumérisé.

[SOURCE: ISO 5127:2017, 3.3.3.05, modifiée — Le mot «périodique» a été ajouté aux termes et la Note 2

à l'article a été ajoutée.]
3.1.2
ressource continue

ressource sur tout support dont la publication se poursuit au cours du temps sans que la fin en soit

prédéterminée, et qui est mise à la disposition du public
[SOURCE: ISO 5127:2017, 3.4.1.05]
3.1.3
ressource intégratrice

publication, dont la fin de parution est ou non prédéterminée, augmentée ou modifiée par des mises à

jour qui ne restent pas distinctes, mais qui sont intégrées à l'ensemble de la ressource et publiées sous

n’importe quelle forme de produit
[SOURCE: ISO 5127:2017, 3.4.1.06, modifiée — L’exemple a été omis.]
3.1.4
périodique numérique
périodique rétronumérisé ou nativement numérique
3.1.5
revue électronique
revue en ligne

périodique numérique, sous licence ou non, que l’on peut interroger majoritairement en mode plein

texte, et qui se présente sous une forme analogue à celle d'une publication en série imprimée

[SOURCE: ISO 5127:2017, 3.3.3.35, modifiée— Les notes à l'article ont été omises.]

3.1.6
revue

périodique dédié à la diffusion de la recherche originale et de commentaires relatifs à des

développements en cours dans une discipline, une sous-discipline, un domaine d’étude ou une profession

spécifique, publié au cours d’une certaine période, ou encore article par article en ligne

EXEMPLE Revue d'épidémiologie et de santé publique.
3.1.7
périodique

publication en série généralement caractérisée par la variété de son contenu et de ses contributeurs, au

sein d’une même livraison (3.3.9) de la publication mais aussi d’une livraison à l’autre

Note 1 à l'article: Chaque livraison ou partie est habituellement composée de plusieurs contributions

intellectuelles (articles, essais, comptes rendus critiques, notes, etc.). Les livraisons ou parties ne sont pas

remplacées par des mises à jour de ces livraisons ou parties.
Note 2 à l'article: Le périodique ne comprend pas de conclusion prédéterminée.
[SOURCE: ISO 5127:2017, 3.4.1.28.02]
3.1.8
publication en série

publication imprimée ou non, livrée en parties successives, s'enchaînant en général numériquement ou

chronologiquement, pendant une durée non limitée à l’avance, quelle que soit sa périodicité

Note 1 à l'article: Les publications en série comprennent les périodiques, les revues, les journaux, les publications

annuelles, etc.

Note 2 à l'article: Les publications dont la durée de parution est limitée (par exemple les lettres d'actualité

d'événements) sont considérées comme des publications en série.
© ISO 2019 – Tous droits réservés 3
---------------------- Page: 9 ----------------------
ISO 8:2019(F)
[SOURCE: ISO 5127:2017, 3. 4.1.28.01]
3.1.9
hors-série

livraison (3.3.9) d’un périodique consacré pour l'essentiel à un sujet particulier et/ou publié avec une

indication chronologique (3.3.1) en dehors de sa publication officielle habituelle

3.1.10
publication en série rétronumérisée

publication en série non publiée sous forme numérique à l’origine mais qui a été convertie par la suite

en support numérique
3.2 Contenu des périodiques
3.2.1
article
document sous forme de texte indépendant formant une partie d'une publication
[SOURCE: ISO 5127:2017, 3.5.8.06]
3.2.2
partie postliminaire
partie apparaissant à la fin du périodique, après les principaux articles

Note 1 à l'article: Elle comprend la Bibliographie, l’index, les notes en fin d’ouvrage, la liste des annonceurs, le

courrier des lecteurs, etc.
3.2.3
citation
référence dans un document à un autre document ou à une partie de celui-ci
[SOURCE: ISO 5127:2017, 3.5.8.16]
3.2.4
partie préliminaire
contenu qui précède la première page du texte, avant les principaux articles

Note 1 à l'article: Elle comprend habituellement le faux titre, le frontispice (illustration située généralement en

en regard de la première page ou de la page de titre - plus courant dans les livres), la page de titre, le sommaire,

les lettres adressées à la rédaction ou publiées par elle, les remerciements (ou la liste des contributeurs), la liste

des illustrations, la liste des tableaux, le nom des rédacteurs et des membres du comité de rédaction, et l’ours.

Elles peuvent également inclure des informations ou un bandeau de tête qui comprennent généralement les

métadonnées associées au périodique lui-même ainsi que les métadonnées relatives à la livraison du périodique

et aux articles individuels.

Note 2 à l'article: Voir définition des pages préliminaires ISO 5127:2017, 3.5.7.01, qui comprennent les parties

préliminaires.
3.2.5
page de titre

page d’un volume qui contient toutes les informations bibliographiques, généralement située au début

de la publication/document numérisé

Note 1 à l'article: La page de titre des périodiques numériques (3.1.4) est généralement située sur la page d’accueil

de ces derniers.

[SOURCE: ISO 5127:2017, 3.5.7.02, modifiée — La Note 1 à l’article a été remplacée.]

4 © ISO 2019 – Tous droits réservés
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ISO 8:2019(F)
3.3 Éléments descriptifs des périodiques
3.3.1
indication chronologique

indication de la date de publication (3.3.3) ou de la date de livraison d’un composant d’une ressource en

plusieurs parties, qui le distingue des autres composants de ladite ressource
EXEMPLE Octobre 2017.

Note 1 à l'article: L'indication chronologique peut refléter la date de couverture, la date de publication, la date de

copyright ou la date de l’achevé d’imprimer.
Note 2 à l'article: Voir aussi numérotation (3.3.6).

[SOURCE: ISO 20775:2009, 3.1.3, modifiée — Un exemple et deux notes à l’article ont été ajoutés.]

3.3.2
titre actuel
nom du périodique en cours d’utilisation

Note 1 à l'article: Voir aussi titre précédent (3.3.7) et titre suivant (3.3.11).

3.3.3
date de publication
date à laquelle une œuvre a été publiée
[SOURCE: ISO 5127:2017, 3.3.4.10]
3.3.4
date nominale de publication
date de publication (3.3.3) telle que formellement indiquée sur la publication
[SOURCE: ISO 5127:2017, 3.3.4.11]
3.3.5
date réelle de publication

date à laquelle une publication est réellement mise à disposition, en particulier par rapport à une ou

plusieurs localisations précises
[SOURCE: ISO 5127:2017, 3.3.4.12]
3.3.6
numérotation

indication séquentielle numérique ou alphabétique utilisée par l'éditeur d’une unité en plusieurs parties

ou publiée en série pour en identifier les différentes parties bibliographiques ou matérielles et pour

indiquer la relation de chacune des parties avec l’unité bibliographique dans son ensemble

EXEMPLE Volume 4, Numéro 10.
Note 1 à l'article: Voir également indication chronologique (3.3.1).

[SOURCE: ISO 10324:1997, 3.22, modifiée — Exemple et note à l’article ont été ajoutés.]

3.3.7
titre(s) précédent(s)
ancien(s) nom(s) du périodique
Note 1 à l'article: Voir aussi titre actuel (3.3.2) et titre suivant (
...

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