|
STANDARD 8459-2
First edition
1992-12-15
Information and documentation - Bibliographie
data element directory -
Part 2 :
Acquisitions applications
- Repertoire des Sments de donnees
lnforma tion - et documen ta tion
bibliographiques -
Partie 2 : Applications aux acquisitions
Reference number
ISO 8459-2 : 1992 (El
---------------------- Page: 1 ----------------------
ISO 8459-2 : 1992 (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. Esch 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, govern-
mental 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.
Draft International Standards adopted by the technical committees are circulated to
the member bodies for voting. Publication as an International Standard requires
approval by at least 75 % of the member bodies casting a vote,
International Standard ISO 8459-2 was prepared by Technical Committee ISO/TC 46,
Information and documentation, Sub-Committee SC 4, Computer applications in in-
forma tion and documen ta tion .
ISO 8459 at present CO lnsists of the following Parts, under the general title In forma tion
-
and documen ta tion Bibliographie da ta elemen t directory :
Part 7 : In terloan applica tions
Part 2: Acquisitions applica tions
Annex A forms an integral part of this part of ISO 9459. Annexes B to D are for infor-
mation only.
0 ISO 1992
All rights reserved. No part of this publication may be reproduced or utilized in any form or by any
means, electronie or mechanical, including photocopying and microfilm, without Permission in
writing from the publisher.
International Organization for Standardization
Case postale 56 l CH-1211 Geneve 20 l Switzerland
Printed in Switzerland
ii
---------------------- Page: 2 ----------------------
ISO 8459-2 : 1992 (E)
Introduction
Data are interchanged primarily for the purpose of starting or supporting a process. In
Order to transmit information required to support a process, the various elements of
data in the interchanged messages must be fully understandable to the Partners con-
cerned. This part of ISO 8459 describes, in the form of a directory, data elements used
to support bibliographic processes or applications.
presented as
The data elements that may occur in an acquisition transaction are
follows :
a) A data element directory (clause 4) with annexes containing Code values and
description for message types (A.l), date types (A.2) and acquisition types IA.31
(sec annex AL
b) An index (clause 5) consisting of names, keywords and Synonyms for data
elements, data element groups and data element values including names assigned
to specific messages, data types and acquisitions type.
c) Ast ructured Order (clause 6) which relates similar elements in an hierarchical
fashion.
d) A matrix (clause 7) showing the data elements pertaining to specif ic acqui-
sitions messages.
. . .
Ill
---------------------- Page: 3 ----------------------
This page intentionally left blank
---------------------- Page: 4 ----------------------
INTERNATIONAL STANDARD ISO 8459-2 : 1992 (E)
Information and documentation - Bibliographie data
element directory -
Part 2 :
Acquisitions applications
ISO 3297 : 1986, Documentation - International Standard
Scope
serial numbering (ISSN).
This patt of ISO 8459 specifies and describes data elements re-
quired in the interchange of data between institutions involved ISO 3602 : 1989, Documentation - Romanization of Japanese
lkana Scrip t) .
in the acquisition of bibliographic materials. lt also identifies
messages and their data elements which are used in the ac-
ISO 3901 : 1986, Documentation - International Standard
quisitions process.
Recording Code (ISRC).
lt is intended both for messages communicated by preprinted
forms having the specified data element names as headings and
ISO 4217 : 1990, Codes for the representation of currencies
by automated interchange processes. and funds.
The structuring of the data elements into messages falls out-
ISO 5127/3a) : 1981, Information and documentation -
side the scope of this part of ISO 8459.
Vocabulary - Sec tion 3a) : A cquisitions iden tifica tion, and
analysis of documents and data.
2 Normative references
ISO 6438 : 1983, Documentation - African coded Character
set for bibliographic information interchange.
The following Standards contain provisions which, through
reference in this text, constitute provisions of this part of
ISO 7098 : 1991, Documentation - Romanization of Chinese.
ISO 8459. At the time of publication, the editions indicated
were valid. All Standards are subject to revision, and Parties to
ISO 9115 : 1987, Documentation - Bibliographie identification
agreements based on this part of ISO 8459 are to investigate
(biblidl of contributions in serials and books.
the possibility of applying the most recent editions of the stan-
dards indicated below. Members of IEC and ISO maintain
registers of currently valid International Standards.
3 Definitions
ISO 9 : 1986, Documentation - Transliteration of Slavic
For the purposes of this part of this ISO 8459, the following
Cyrillic characters into Latin characters.
definitions apply.
ISO 233 : 1984, Documentation - Transliteration of Arabic
characters into Latin characters.
31 acquisition: The work of increasing and bringing up to
date the stock of a library or of a documentation centre or ser-
ISO 259 : 1984, Documentation - Transliteration of Hebrew
vice according to their aims (ISO 5127/3a).
characters into Latin characters.
ISO 639 : 1988, Code for the representation of names of
3.2 data element: A basic unit of identifiable and definable
languages.
data. lt has a data element name represented by a tag as ident-
ifier and one or more values for expressing a particular fact.
ISO/ R 843 : 1968, International s ystem for the transliteration
of Greek characters in to Latin characters.
3.3 data element concept: An element of information
ISO 2108 : 1992, Information and documentation - lnter-
defined so as to permit its use in a certain application area and
national Standard book numbering (ISBNI.
having one or more associated values which together express a
particular fact, event or occurrence in a way agreed upon by in-
ISO 3166 : 1988. Codes for the representation of names of
terchanging Partners.
coun tries.
---------------------- Page: 5 ----------------------
ISO 8459-2 : 1992 (E)
3.4 data element directory: A listing of data elements with 3.11 tag : An identifier allocated for use in place of a data el-
specifications of representative data element values as ap- ement name or data element group name.
propriate.
3.12 transaction : The creation or modification of a message
required to support the acquisition of an item.
3.5 data element group: A set of related data elements.
4 Directory
3.6 data element group name: One or more words in a
natura1 language identifying a specific data element group.
The directory names and defines data elements and data el-
ement groups used to support acquisitions transactions. The
information pertaining to each data element or data element
3.7 date element name: One or more words in natura1
group is presented in four separate columns, labelled tag,
language identifying a data element.
name, description and representation. A “tag” is used to ident-
ify a data element as weil as a data element group. “Name” is a
short form for “data element name or data element group
3.8 data element value: A fact expressed by Codes, digits
name”. Data element group names are printed in bold letters to
or natura1 language corresponding to a data element descrip-
differentiate them from data element names. “Description” in-
tion and representation.
cludes a definition for each data element or data element group
followed by a list of corresponding tags for data elements that
39 . message: A structured combination of data elements comprise the group. “Representation and remarks” includes
explanatory text about conventions and/or Standards used to
used in an acquisitions transaction.
represent values applicable to a data element or a data element
group as well as Sample values, if applicable. Unless otherwise
representation: The way in which a particular data el- specified, each data element value is represented by a variable
3.10
length alphanumeric string and its equivalent in coded or ab-
ement value is expressed using one or more number(s), IetterM
breviated form is not listed.
or symbol(s).
Representation and remarks
Name Description
Tag
001 Message Data elements used to identify a particular message.
identification
Group identifier for data elements 002-005.
Can be communicated as text or as a code
002 Message type Phrase or code identifying the function of a mess-
(see A.1).
age.
Used in conjunction with date qualifier (751). See
Year, month and day on which a transaction is per-
003 Date
A.2 for the various dates that tan be specified.
formed.
Used by automated Systems to indicate the precise
004 Time stamp Time at which a message was sent or received.
hour, minute and second that a message was com-
municated. Used in conjunction with date (003).
This number is assigned by the institution respon-
Transac tion Code or number assigned to a document or mess-
005
sible for creating the specific type of document or
number age exchanged in the acquisition process (i.e. Order,
message (i.e. Order, invoice, Claim, etc.).
invoice, Claim, etc.).
Whenever a Single document or message identifies
multiple items, each item may also be identified by
an acquisitions number (006) or an item number
(0071,
This number is created by the Source of an acqui-
Number which identifies an item in all documents or
006 Acquisitions
sition transaction. See also ISBN (313), and ISSN
number messages associated with the acquisition of that
(314) which are item numbers that appear on the
item.
item itself and which could be used as an acqui-
sitions number.
This data element is used in multi-item documents
kern number Sequential number pertaining to an item in a multi-
007
or messages (i.e. purchase orders, invoices, etc.).
item document or message.
Word or code used to indicate that the acquisitions
010 Multi-item
indicator transaction (i.e.order, invoice, Claim, etc.) applies to
more than one item.
2
---------------------- Page: 6 ----------------------
ISO 8459-2 : 1992 (E)
Name Description Representation and remarks
Tag
015 Correspondence
Codes or numbers used to identify correspondence
reference relating to a transaction.
050 Transaction Data which identifies each Party associated with an
participant acquisition transaction and the role performed by
that Party.
Group identifier for data elements 080 to 125.
080 Participant’s Word or code which specifies the function or role This data element is used to identify the following
functions or roles:
function performed by a Party to an acquisition transaction.
0 purchaser
1 supplier
2 claimant
3 payer
4 editorial Office
5 exchange centre
For requester or originator identification, see 802.
Word or code which indicates the address to which This data element is used in conjunction with data
090 Address
elements for an institution’s or individual’s address
instruction the item(s), invoice(s), Status report(s), etc. are to
be sent if different from the address for the Source and name, if necessary.
of the message.
The following values are used:
0 ship to
1 bill to
2 write to
3 return to
4 inquire of
Word or code which identifies a Party to an acqui- This data element is used to identify the following
100 Communicator’s
f unction sition transaction as either the Sender, intermediary functions or roles:
or the recipient of a message relating to the trans-
0 sender
action.
1 recipient
2 intermediary
Data elements intended to identify an institution.
110 Institution
identification
Group identifier for data elements 111 to 117 and
910.
Word, Phrase or initialism intended to identify an
111 Name of
institution institution or corporation.
Code or Phrase which gives the geographic location This element may be used in conjunction with the
112 Address
name of institution (Ill) or originator’s name (803).
or place associated with an individual or an insti-
tution.
For telenetwork addresses, see 120.
Group identifier for data elements 113 to 116 and
140.
Number and Phrase used to identify a location of a
113 Street and
number building within a town, a city or rural area.
114 City Phrase used to identify a town or City, including
suburb or postal area.
115 Country Phrase used to identify a country.
116 Postal code Code assigned by the postal authorities of a country
that uniquely identifies an address or group of ad-
dresses.
Short form for the name of institution (Ill).
117 Abbreviated
name
Box number assigned by the post Office. May be used in conjunction with the name of insti-
119 Post Office box
tution (Ill 1 or originator’s name (803).
120 Telenetwork Unique number or code used to identify a device
within a communications network.
address
Group identifier for data elements 121 to 127.
Unique number assigned to a telephone line.
121 Telephone
number
---------------------- Page: 7 ----------------------
ISO 8459-2 : 1992 (El
Name Description Representation and remarks
Tag
122 Telex number Unique number assigned to a telex connection.
123 Answer back Unique code which identifies the sender of a telex
code
communication.
124 Electronie mail Unique number assigned to an electronie mail box or
number
Service connection.
125 System user ,
Unique number or code assigned to a participant in
identification a communications network.
126 Teletex number Unique number assigned to a teletex connection
within a teletex communications System.
Telefascimile
127 Telecommunications number used for sending and
number receiving telefacsimiles.
130 Institution code Unique identification for the name and address of an
institution.
131 Institution code Code or Phrase identifying the scheme used to Possible values are
assign a value for the institution code (130).
tYPe
0 customer number
1 membership number
2 Standard address number (SAN)
3 other
140 Region Word or Phrase identifying an area within a country,
e.g. state, province, county, etc.
Item description An item may be a component patt within a host
300 Data elements used to identify an item, usually con-
sisting of descriptive information and headings. publication or an independent document. In the
former case,. information about each item must be
Group identifier for data elements 301 to 334.
provided. Data element 303 is used to differentiate
the descriptions for the component part and the
host pu blications.
301 Author Name of person or corporate body responsible for This concept includes composers, creators or
the intellectual or artistic content of an item, in- originators, editors, illustrators, translators, etc. of
an item.
cluding composers, creators or originators of an
item.
Certain national practices stipulate that the author’s
name should be in a structured form. Structuring
the name is a practical consideration for file access;
however, this patt of ISO 8459 makes no specifi-
cations in this regard.
Title Name of the item, consisting of a word or group of Various kinds of titles, including key title, uniform
302
title, etc. constitute this data element.
words intended to identify it.
Word or code used to characterize the bibliographic Possible values include
303 Bibliographie level
form in which the item appears.
0 monograph
1 serial
2 component part
3 collection
Possible values include
304 Physical medium Word or code identifying the medium in which the
item has been produced.
0 printed material
1 roll microfilm
2 microfiche
3 Sound recording
4 moving projected record ing
5 Video recording
6 machine-readable
7 three-dimensional Object
8 tactile (braille, etc.)
9 manuscript
10 multi-media
11 graphic material (pictures, posters, etc.)
12 still projected material (slide, filmstrip, etc.)
13 other
---------------------- Page: 8 ----------------------
ISO 8459-2 : 1992 (E)
Representation and remarks
Description
Name
Tag
305 Edition All the copies of an item produced from one master
copy or substantially the Same type image, having
the same content, and, in the case of non-book
materials, issued by a particular publishing agency
or group of such agencies.
This data element may also be used for distributor or
306 Pu blisher Person or organization responsible for the publi-
Producer, if applicable.
cation of an item.
307 Geographical location of the publisher, or, failing
Place of
pu blication this, of manufacturer.
Year and, if applicable, the month and day of
308 Pu blication date
publication of an item.
309 Volume Identifier of a unit of a serial or multi-volume
designation monograph.
310 Issue designation Number, letter or word identifying a unit of an item
which is published in Parts.
311 Pagination Numbering of the pages of an item.
312 Item Alphanumeric Codes used to identify an item.
identification
Group identifier for data elements 313 to 319.
number
See ISO 2108.
313 ISBN International Standard book number assigned to a
monograph.
An ISSN may also be assigned to a monographic
314 ISSN International Standard serial number assigned to a
series.
serial title.
See ISO 3297.
See ISO 9115.
315 Biblid Code composed of alphanumeric and special
characters designed to provide a unique identifi-
cation for articles/contributions in serials and con-
tributions in books containing separate works by
various authors.
Possible numbering schemes include
1 Word or code used to identify the item number
316 Type of number
scheme.
patent number
0
1 CODEN
2 catalogue number
3 SISAC number
4 ADONIS number
5 other
Unique identifier assigned to a bibliographic record Possible values include numbers assigned by
317 Bibliographie
national bibliographies and other agencies, such as
record identifier for an item.
0 British National Bibliography number
1 Library of Congress card number
2 other
Other item Any item identifier other than ISBN (3131, ISSN ‘This data element is used in conjunction with 316 or
318
317.
number (314) or biblid (315).
Standard code (ISRC) for the unique identification See ISO 3901.
319 International
Standard of recordings or Parts of a recording in audio, Video
and audiovisual recordings.
Recording
Code (ISRC)
321 Series Name given to a number of separate publications
related to one another by the fact that each bears a
collective title applying to the group or subgroup as
a whole as well as its own title.
Possible values include
322 Binding type Type of cover specified for the item ordered.
0 paperback
1 cloth
2 library
3 other
5
---------------------- Page: 9 ----------------------
ISO 8459-2 : 1992 (E)
Description Representation and remarks
Name
Tag
Possible values include
Document type Characterization of the item ordered based on the
323
circumstances of its publication.
0 dissertation
1 Conference Paper
2 technical report
3 patent
4 working Paper
5 government publication
6 other
Possible values include
324 Frequency Intervals at which a serial is published.
0 daily
1 weekly
2 monthly
3 bi-monthly
4 quarterly
5 annually
6 semi-monthly
7 semi-annually
8 irregularly
9 biennially
10 other
Extra section or number accompanying a normal
325 Special
Supplements issue of a newspaper or periodical.
326 Accompanying Description of other material associated with an
item.
material
Number of Number of physical volumes, including fiche, reels,
327
records, boxes, kits, etc., comprising an item.
volumes
The format of music publication (e.g., Score, Parts)
Physical dimensions of an item.
328 Size of item
is found here. Also, could be used to record “run
time” and other details pertinent to audiovisual
materials.
Technical specifications constraining the use of the
329 Form of item
(technical item; e.g. gauge of film or reduction ratio of
microfilm, microcomputer Software Version, size of
specifications
Computer disk or Computer cassette, diskette for-
mat, acid-free Paper, etc.
See ISO 639.
Language Word or code identifying the language in which the
334
item has been written.
Possible values include
Transliteration / Code or Phrase used to identify the scheme for
335
the characters of an entirely
transcription representing
0 ISO 9
alphabetical System of writing by the characters of
1 ISO 233
the conversion alphabet, or representing the
2 ISO 259
characters of a language, whatever the original
3 ISO/R 843
System of writing, by the phonetic System of letters
4 ISO 3602
or signs of the conversion language.
5 ISO 7098
6 others
Possible values include
Acquisitions Word or code indicating the degree of urgency ap-
340
plying to the Order of a Single item.
priority
0 rush
1 routine
2 other
Acquisition Data elements which provide acquisitions control in-
400
details formation other than delivery conditions (401), Claim
descriptors (514) and invoice details (415).
Group identifier for data elements 007, 322, 445,
450, 460-461, 470, 500, 570-571, 600-601, 816-817,
824-825, 826, 828, 834, 858, 880, 885, 886 and 905.
401 Delivery Data elements which describe the delivery con-
ditions pertaining to a specific shipment.
conditions
Group identifier for data elements 402 to 409.
---------------------- Page: 10 ----------------------
ISO 8459-2 : 1992 (E)
Description Representation and remarks
Name
-ball
Possible values include
402 Combined Number of orders represented in a Single shipment
shipment or on a Single invoice.
number of orders
n
0 unspecified number of orders
Possible locations include
404 Free on board Location from which shipping charges are com-
FOB) puted.
0 customer
1 vendor
2 distributor
3 manufacturerlprinter
Possible values include
406 Transportation Means of transporting the item(s).
mode
0 book rate
1 express prepaid
2 air mail
3 parcel post
4 ship best method
5 hold for pick-up
6 air cargo
7 other
Possible values include
Terms for payment of the shipping charges.
407 Transportation
payment
0 prepaid by vendor
1 collected from customer on delivery
2 shipping and invoice charges paid by
customer on delivery
3 shipping and invoice charges billed to
customer
Total weig ht Total weight of a Single shipment.
408
409 Number of Total number of cartons used in a Single shipment.
cartons
415 Invoice details Group identifier for data elements 420 to 505.
420 ltem Charge Nature of Charge associated with an item(s).
Group identifier for data elements 421 to 433 and
441.
See ISO 4217.
421 Currency code Code for the currency in which the price of the item
is expressed.
This code may be used to identify item charges
defined by data element 422 to 443 whenever such
charges must also be represented in one or more
currency equivalents.
Basic price of an item as published in a catalogue,
422 List price
price list or advertisement which may be subject to
trade, quantity and other discounts.
Cost of a multiple-copy Order.
423 Extended price
424 Unit price Price of one copy of the item ordered.
425 Net price Unit price of one copy of the item ordered less any
discount.
Possible values include
Price qualifier Word or code which denotes special factors deter-
426
mining the price of an item.
0 bid price
1 remainder price
2 library price
3 educational institution price
4 prepaid price
firm price
5
6 other
427 Special charges Charges and taxes not accommodated by other data
elements in 421 to 443.
and taxes
Unit cataloguing Cost of the cataloguing Services provided for one
429
unit of the item ordered.
Service price
Unit cataloguing Service price (429) less any dis-
430 Net cataloguing
Service price count.
The amount should be preceded by a currency code
431 Transportation Cost of transporting the item(s).
(421) if the currency being used is not apparent.
Charge
---------------------- Page: 11 ----------------------
ISO 8459-2 : 1992 (El
Representation and remarks
Name Description
Tag
432 Tax Tax charges pertaining to an item or all the items on
a Single invoice.
Applies typically to items which have been donated
Appraised value Value of an item as determined by a professional ap-
433
or which are rare or valuable.
praiser or by an authority recognized as competent
to make such judgements.
434 I nvoice total Total amount to be paid for the items and any other
charges on a specific invoice.
I nvoice copies Number of copies of an invoice pertaining to a par-
435
ticular shipment.
Possible values are
I nvoice location
436 Indication of where an invoice Slip(s) tan be found
with a shipment.
0 outside of package
1 enclosed
2 mailed under separate cover
437 Value-added tax Multistage sales tax levied at each Point where
(VAT) goods or Services are exchanged.
Possible values are
Payment Information required by the supplier to accompany a
439
enclosures payment in Order to facilitate matthing the payment
0 no enclosure
to the corresponding invoice(s).
1 invoice number(s) on cheque stub
2 copy of invoice returned
3 other
Possible values are
Terms according to which a specific invoice is to be
440 Terms of
payment paid.
0 cash on delivery
1 30 days net
2 other
441 Discount Rate or value by which the supplier reduces the
price of an item.
442 Credit amount Monetary value credited to the customer’s account.
Possible values are
443 Small invoice fee Code or Phrase which indicates whether an ad-
ditional fee for small invoices will be charged.
0 cancel additional fee
1 additional fee applied
445 Fund identifier Reference to a fund or account used to pay for the
item(s) ordered.
450 Account number Number of an account to which a credit or debit is
made.
Possible values include
Not-to-exceed Action to be taken by the supplier when the
460
0 no action
action customer sets a maximum monetary value on an
1 cancel balance of Order exceeding amount
Order.
at 461
2 cancel entire Order
Not-to-exceed Maximum monetary value that is authorized to be
461
spent to acquire an item or total Order.
amount
Quantity, or the number of duplicates, of an item.
470 Number of copies
See A.3.
Acquisitions type Word or code describing the conditions under which
500
an item is being acquired.
Possible values include
I nvoice type Type of invoice applying to a shipment of ordered
505
items.
0 regular
1 supplementary
2 membership
3 su bscription renewal
4 price Change
5 Service Charge
6 pre-publication offer
7 other
Group name for data elements pertinent to a Claim
514 Claim
~ descriptors notice (515 to 545).
---------------------- Page: 12 ----------------------
ISO 8459-2 : 1992 (EI
Representation and remarks
Description
Name
Tag
Possible values include
515 Claim type Word or code that specifies why a Claim is being
made.
0 Order overdue
1 invoice not received
2 invoice received but item(s) missing
3 item(s1 received but invoice missing
4 other
Possible values include
525 Cla m history Ordinal number of the Claim (first, second, etc.)
1 first Claim
2 second Claim
3 third Claim
4 other
Possible values include
Identifies the problem(s) giving rise to the Claim
535 Reason(s) for
Claim
0 issue(s1 not received
1 no issues received this Order
2 damaged in transit
3 imperfect copy
4 no response to previous Claim
5 shipment incomplete
6 wrong titleiedition
7 other
Additional examples which apply mainly to serials
are given in 6.1,
Possible values include
Response to Specifies the supplier’s response to a Claim.
545
Claim
0 replacement sent
1 Order entered starting with
2 delay in publication/date expected
3 issue combined with
4 frequency changedjnew frequency
5 title changedlnew title
6 never published
7 discontinued pu blication /last issue pu blished
8 mailed when published/reorder at X amount
9 out of printkubscription extended to
10 out of print/will reprint or supply
11 out of print/no further action
12 error in Claim information
13 too early to Claim
14 too late to claimlreorder at X amount
15 Claim partially filled
16 other
Additional examples which apply mainly to serials are
given in 6.2.
Code or Phrase which confirms that a credit
550 Credit
confirmation adjustment has been made to the customer’s ac-
count.
Possible values include
Reason(s) a credit is given.
555 Credit justification
0 credit
1 title not ordered
2 cancelled Order
3 shipment refused
4 short shipment
5 lost in transit
6 defective merchandise
7 adjustment to previous credit memo
8 error on invoice
9 tax credit
10 other
Possible values include
Cataloguing Cataloguing products requested from the vendor for a
570
particular item.
Service
0 none
1 full processing
2 partial processing
3 other
---------------------- Page: 13 ----------------------
ISO 8459-2 : 1992 (E)
Description Representation and remarks
Name
Tag
The required number must be specified.
571 Cataloguing Number of a cataloguing product (i.e. cards, kits,
quantity etc.) reque
...