1、BRITISH STANDARD BS ISO 9230:2007 Information and documentation Determination of price indexes for print and electronic media purchased by libraries ICS 01.140.20 BS ISO 9230:2007 This British Standard was published under the authority of the Standards Policy and Strategy Committee on 31 May 2007 BS
2、I 2007 ISBN 978 0 580 50792 2 National foreword This British Standard was published by BSI. It is the UK implementation of ISO 9230:2007. It supersedes BS ISO 9230:1991 which is withdrawn. The UK participation in its preparation was entrusted by Technical Committee IDT/2, Information and documentati
3、on, to Subcommittee IDT/2/15, Library and publishing statistics. A list of organizations represented on this committee can be obtained on request to its secretary. This publication does not purport to include all the necessary provisions of a contract. Users are responsible for its correct applicati
4、on. Compliance with a British Standard cannot confer immunity from legal obligations. Amendments issued since publication Amd. No. Date Comments Reference number ISO 9230:2007(E)INTERNATIONAL STANDARD ISO 9230 Second edition 2007-04-15 Information and documentation Determination of price indexes for
5、 print and electronic media purchased by libraries Information et documentation Dtermination des indices de prix pour les documents imprims et lectroniques acquis par les bibliothques BS ISO 9230:2007ii iii Contents Page Foreword iv Introduction v 1 Scope . 1 2 Terms and definitions. 1 3 Presentatio
6、n 5 3.1 General. 5 3.2 Preferred presentation . 6 3.3 Geographical coverage 6 4 Structure of price 6 4.1 General. 6 4.2 Price differences. 6 4.3 Prices for books 7 4.4 Prices for serials. 7 4.5 Prices for databases. 8 5 Price indexes for books . 9 5.1 General. 9 5.2 Books not included in the index .
7、 9 5.3 Categories for the index. 10 5.4 Sources for collection of prices 10 5.5 Methods of compilation 10 5.6 Reporting of indexes 11 6 Price indexes for serials 11 6.1 General. 11 6.2 Serials included in the index . 11 6.3 Serials not included in the index. 12 6.4 Sources for the collection of pric
8、es 12 6.5 Methods of compilation 12 6.6 Reporting of indexes 13 7 Price indexes for databases 13 7.1 General. 13 7.2 Databases included in the index . 13 7.3 Databases not included in the index 14 7.4 Sources for the collection of prices 14 7.5 Methods of compilation 14 7.6 Reporting of indexes 15 A
9、nnex A (informative) Subject classification 16 Annex B (informative) Guidelines for local cost indexes. 19 Annex C (normative) List of equivalent terms. 21 Bibliography . 22 BS ISO 9230:2007iv Foreword ISO (the International Organization for Standardization) is a worldwide federation of national sta
10、ndards 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 or
11、ganizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization. International Standards are drafted in accordance with the rules give
12、n in the ISO/IEC Directives, Part 2. The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 7
13、5 % of the member bodies casting a vote. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. ISO 9230 was prepared by Technical Committee ISO/TC 46, Info
14、rmation and documentation, Subcommittee SC 8, Quality Statistics and performance evaluation. This second edition cancels and replaces the first edition (ISO 9230:1991), which has been technically revised. BS ISO 9230:2007v Introduction The intention of this International Standard is to provide the i
15、nternational library community with a methodology for establishing national price indexes for the documents they acquire. This second edition has been expanded to cover electronic as well as printed books and serials, and electronic databases. A problem well known to libraries is the difficulty of c
16、ontrolling the amount of funding made available annually for acquisitions. If libraries generally acquired documents, in one physical medium, solely from national sources, and had stable budgets, the problems of budget control for library documents would be simple. This is, however, not the situatio
17、n. Libraries now have to cope with information of a greater variety than before, and from international sources. These developments in the information world are accompanied by general economic developments that seem to create reductions and instability in library budgets. Under such circumstances th
18、e demand for effective library management grows, and with it the demand for tools for library management. Use of price indexes is, of course, only one element in library management practice, but one which is nevertheless necessary for relevant budget control. National price indexes are not only need
19、ed for funding but also for negotiation with vendors and publishers. Price indexes do not relate only to national production, but to materials of both national and international origin used by libraries. It is not intended that price indexes constructed according to this methodology should in any wa
20、y replace general consumer price indexes or specific indexes set up by the trade. However, indexes can normally be regarded as accurate only within a specific environment. The experience that led to the preparation of this International Standard was the difficulty in applying indexes of non-library
21、origin to library management. It is easy to understand the difficulties of reporting prices when one takes into consideration the international background of most library and information work, which can involve many countries and currencies. This International Standard is intended to be, therefore,
22、an accepted tool for library management. It has been necessary to apply certain limitations to this International Standard. Though libraries in most countries still spend the majority of their financial resources on print media (books and journals), there is a growing collection of electronic docume
23、nts that can be more important for use. The priority between these groups can differ from library to library, but they are dealt with together in this International Standard. Increasingly, libraries are acquiring large electronic collections, and one of the key reasons for revision of this Internati
24、onal Standard was to incorporate methodologies appropriate to a range of digital documents. This International Standard therefore covers books and serials in both print and electronic forms, and databases. It was decided to continue to exclude from this International Standard criteria which could be
25、 used for price indexes for other types of physical media. This International Standard does not ignore the need to deal with these other physical media. They have, however, been excluded in order to bring this work to a conclusion. In the future, when more experience is gained, any revision of, or a
26、ddition to, this International Standard could include other physical media. BS ISO 9230:2007 blank1 Information and documentation Determination of price indexes for print and electronic media purchased by libraries 1 Scope This International Standard specifies a method for the determination of price
27、 indexes relating to the prices of print and electronic media acquired by libraries. It is not meant for calculating a price index of the national media production. The media included are restricted to books, serials and databases. NOTE Further details are given in 2.2 and 3.1. It is intended primar
28、ily for use by the library community, although it is accepted that other organizations may also find it useful. It focuses on compiling price indexes on the base of national and international sources, relevant to one country or region and different types of libraries. Different indexes will be appro
29、priate to different types of library, according to the types of material in their collections. This International Standard presents a methodology allowing for a general index which could be calculated from subsets of data, and could be weighted according to local needs. It introduces sampling method
30、s for the selection of materials on which to base calculations. Note that this International Standard describes indexes of prices, not of costs. Local cost indexes can be compiled instead of price indexes where there is insufficient uniformity of pricing structures to permit the calculation of price
31、 indexes, or as an additional tool for libraries. Guidelines for the calculation of local cost indexes are given in Annex B. 2 Terms and definitions For the purpose of this document, the following terms and definitions apply. NOTE The equivalent English or French terms, as appropriate, have been giv
32、en in Annex C. 2.1 access rights rights for reaching or using the library collection NOTE For the electronic collection, this implies that the library has secured permanent or temporary access for its users by law, license or other contractual and/or cooperative agreement. ISO 2789:2006, definition
33、3.2.2 2.2 audiovisual document document in which sound and/or pictures are predominant and which requires the use of special equipment to be seen and/or heard NOTE This includes audio documents such as records, tapes, cassettes, audio compact discs, files of digital audio recordings; visual document
34、s such as slides, transparencies, and combined audiovisual documents such as motion pictures, video recordings, etc. Microforms are excluded. ISO 2789:2006, definition 3.2.4 BS ISO 9230:20072 2.3 average price total of the prices of all documents of a given category for a stated period, divided by t
35、he number of items 2.4 book non-serial printed document in codex form ISO 2789:2006, definition 3.2.5 2.5 book price specified or recommended price of a book to the public by the publisher without discounts 2.6 bundle collection of databases, electronic serials or digital documents from a single pub
36、lisher, on a single subject, or for a special interest group, sold for a combined price 2.7 compact disc read-only memory CD-ROM computer-based information storage and retrieval medium based on laser technology that contains data in text and/or multimedia formats NOTE CD-ROMs are counted according t
37、o their contents as database, digital document, electronic serial, audiovisual document, or electronic patent. ISO 2789:2006, definition 3.2.7 2.8 database collection of electronically stored data or unit records (facts, bibliographic data, texts) with a common user interface and software for the re
38、trieval and manipulation of the data NOTE 1 The data or records are usually collected with a particular intent and are related to a defined topic. A database can be issued on CD-ROM, diskette, or other direct access method, or as a computer file accessed via dial-up methods or via the Internet. NOTE
39、 2 Licensed databases are counted separately even if access to several licensed database products is effected through the same interface. NOTE 3 Adapted from ISO 2789:2006, definition 3.2.10. 2.9 digital document information unit with a defined content that has been digitized by the library or acqui
40、red in digital form as part of the library collection NOTE 1 This includes eBooks, electronic patents, networked audiovisual documents and other digital documents, e.g. reports, cartographic and music documents, preprints etc. Databases and electronic serials are excluded. NOTE 2 Items incorporated
41、in databases are covered by 2.8. NOTE 3 A digital document can be structured into one or more files. ISO 2789:2006, definition 3.2.12 BS ISO 9230:20073 2.10 document recorded information which can be treated as a unit in a documentation process, regardless of its physical form and characteristics NO
42、TE 1 Documents can differ in their physical form and characteristics. NOTE 2 Adapted from ISO 2789:2006, definition 3.2.13. 2.11 electronic book eBook digital document, licensed or not, where searchable text is prevalent, and which can be seen in analogy to a print book (monograph) NOTE 1 The use of
43、 eBooks is, in many cases, dependent on a dedicated device and/or a special reader or viewing software. NOTE 2 eBooks can be lent to users either on portable devices (eBook readers) or by transmitting the contents to the users PC for a limited time period. ISO 2789:2006, definition 3.2.15 2.12 elect
44、ronic collection all resources in electronic form in the library collection NOTE The electronic collection includes databases, electronic serials, digital documents and computer files. Free Internet resources, even those which have been catalogued by the library in its online catalogue or a database
45、, are excluded. ISO 2789:2006, definition 3.2.16 2.13 electronic serial serial published in electronic form only or in both electronic and another format NOTE Comprises serials held locally and remote resources for which access rights have been acquired, at least for a certain period of time. ISO 27
46、89:2006, definition 3.2.17 2.14 library collection all documents provided by a library for its users NOTE 1 Comprises documents held locally and remote resources for which permanent or temporary access rights have been acquired. NOTE 2 Access rights can be acquired by the library itself, by a consor
47、tium and/or through external funding. NOTE 3 Acquisition is to be understood as deliberately selecting a document, securing access rights and including it in the online catalogue or other databases of the library. Interlibrary lending and document delivery are excluded. NOTE 4 Does not include links
48、 to Internet resources for which the library has not secured access rights by legal agreements (e. g. legal deposit right), license or other contractual and/or cooperative agreement. Free Internet resources, even those which have been catalogued by the library in its online catalogue or a database,
49、are excluded. ISO 2789:2006, definition 3.2.22 BS ISO 9230:20074 2.15 monograph publication in print or non-print form, either complete in one volume or complete, or intended to be completed, in a finite number of volumes ISO 2789:2006, definition 3.2.25 2.16 monographic series number of monographs related to other monographs through the addition of a collective title ISO 2789:2006, definition 3.2.26 2.17 newspaper serial which contains news on current events of s
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