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BS ISO 690:2021

$215.11

Information and documentation. Guidelines for bibliographic references and citations to information resources

Published By Publication Date Number of Pages
BSI 2021 174
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This document describes a set of principles, guidelines, and requirements for the preparation of bibliographic references and citations in works that are not themselves primarily bibliographical. It is applicable to bibliographic references and citations for all kinds of information resources, including but not limited to monographs, serials, contributions within monographs and serials, patents, cartographic materials, artworks, performances and diverse electronic resources, such as research datasets, databases, programs and applications, Web archives and social media, music, recorded sound, prints, photographs, graphic and audio-visual materials, archival sources and moving images.

This document provides a system for citing information resources that renders deterministic output, such that a citation generated by this system can be uniquely mapped back to the originally defined set of source elements. This system is intended to be applicable across multiple languages. Citations generated by this system are machine-parseable. The citation system described in this document can be used as a configurable framework for building citation styles.

This document does not specify a data model for machine?readable citations, although such specification may be provided in a separate document or added to a later edition of ISO 690.

Guidelines for legal citations, such as references to cases, statutes or treatises, are not addressed in this document, since such guidelines are usually country-specific 3

3

For example, the ALWD Guide to Legal Citation, and Bluebook, are commonly used in the USA depending on jurisdiction acceptance.

. Recommendations with regards to what kind of information resources may or may not be cited, or describing the risks involved with, for example, citing social media, are not within the scope of this document 4

4

Academic institutions or scientific publishers may not accept references for some information resources such as Wikipedia articles for research papers and other scientific documents.

.

PDF Catalog

PDF Pages PDF Title
2 undefined
10 Foreword
11 Introduction
13 1 Scope
2 Normative references
3 Terms and definitions
20 4 Principles for creating references
4.1 Purpose
4.2 Principle 1: Ensure metadata accuracy
21 4.3 Principle 2: Prioritize identification and retrieval
4.4 Principle 3: Unify reference presentation
4.5 Principle 4: Determine appropriate specificity
5 Guidelines for creating references
5.1 General
5.2 Facilitate location of the cited information resource
22 5.3 Reflect the content used accurately
5.4 Reference derivative works alongside the original
5.5 Faithfully reference the manifestation and item
23 5.6 Consider retrievability of unpublished information resources
5.7 Adopt a uniform presentation scheme
5.8 Accurately indicate specificity level
6 Metadata
6.1 General
6.2 Data source
6.2.1 General
24 6.2.2 Cited information resource
6.2.3 External metadata sources
25 6.3 Verifying correctness and completeness
6.4 Handling conflicting data
7 Data elements
7.1 General
7.1.1 Architecture of a citation
26 7.1.2 Common rules
35 7.1.3 Manifestation and item
37 7.2 Creator
7.2.1 General
7.2.2 Roles
38 7.2.3 Selection
7.2.4 Personal names
42 7.2.5 Organization or group names
44 7.2.6 Multiple creators
46 7.2.7 Pseudonyms
7.2.8 Anonymous works
47 7.3 Title
7.3.1 Preferred form
7.3.2 Alternative forms
7.3.3 Popular or original title
48 7.3.4 Long title
7.3.5 Additional title parts
7.3.6 Ambiguous or incorrect title
7.3.7 No title
49 7.3.8 Translated title
7.3.9 Titles of translated works
7.3.10 Representation
50 7.4 Component parts
7.4.1 General
7.4.2 Representation
52 7.5 Formats and resource types
7.5.1 Formats
53 7.5.2 Resource types
54 7.5.3 Digital file formats
55 7.5.4 Migrated medium
7.6 Edition and version
7.6.1 Edition
56 7.6.2 Version
57 7.6.3 Differentiated and adaptive content
7.6.4 Publication stages
7.7 Date
7.7.1 General
58 7.7.2 Representation
60 7.7.3 Date of publication
7.7.4 Date of citation
7.7.5 Reissuance and surrogate dates
61 7.7.6 Incorrect dates
7.8 Production information
7.8.1 General
7.8.2 Roles
63 7.8.3 Place
65 7.9 Numeration and pagination
7.9.1 General
66 7.9.2 Part cited
7.9.3 Plain citations and references
7.10 Serials and series
7.10.1 General
67 7.10.2 Qualifiers for titles
7.10.3 Key title and the abbreviated key title
68 7.10.4 Earlier titles
7.10.5 Conference information
7.10.6 Series title and numbering
7.10.7 New series
69 7.11 Identifiers
7.11.1 General
70 7.11.2 International standard identifiers
71 7.11.3 Persistent identifiers
72 7.12 Availability and location
7.12.1 Physical location
75 7.12.2 Network location and access
78 7.12.3 Permanent links and URL shorteners
79 7.12.4 Access restrictions and extinct resources
80 7.13 Item and event attributes
7.13.1 General
7.13.2 Item attributes
81 7.13.3 Event attributes
82 7.14 Relationship
7.14.1 General
7.14.2 Translation
83 7.14.3 Commentary
84 7.14.4 Annotated editions
7.14.5 Arranger
7.14.6 Abridgement and adaptation
85 7.14.7 Reviews and critiques
86 7.14.8 Surrogate
87 7.14.9 Inclusion
88 7.14.10 Performance
7.14.11 Multiple relationships
7.15 Other elements
7.15.1 General
7.15.2 Subject
89 7.15.3 Dimensions and size
90 7.15.4 File size
7.15.5 Price
7.15.6 Registered trademark
7.15.7 Rights metadata
91 7.15.8 Provenance and authenticity
92 7.15.9 System requirements
93 7.15.10 Restoration
7.15.11 Other information
8 Resource categories
8.1 General
8.1.1 Purpose
8.1.2 Metadata elements to display
8.2 Monographs
8.2.1 Metadata elements
94 8.2.2 Simple monographs
95 8.2.3 Composed of multiple volumes
8.2.4 E-books
8.2.5 Audiobooks
8.2.6 Plays, librettos and scripts
96 8.2.7 Item
8.3 Monograph components
8.3.1 Metadata elements
98 8.3.2 Component parts of a monograph
8.4 Serials and their component parts
8.4.1 General
8.4.2 Metadata elements
100 8.4.3 Serials and their component parts
101 8.4.4 Newspaper articles
102 8.4.5 Monograph series and their component parts
8.5 Programs and applications
8.5.1 General
8.5.2 Metadata elements
103 8.5.3 Data elements and guidance specific to type
104 8.5.4 Operating systems
105 8.5.5 General programs
8.5.6 Games
8.6 Cartographic material
8.6.1 General
8.6.2 Metadata elements
106 8.6.3 Data elements and guidance specific to type
108 8.6.4 Separately issued cartographic resources
109 8.6.5 As a component part
8.6.6 Electronic cartographic resources
8.7 Events, performances, recordings and audio-visual materials
8.7.1 General
110 8.7.2 Metadata elements
111 8.7.3 Data elements and guidance specific to type
113 8.7.4 Motion pictures and videos
114 8.7.5 Broadcasts
115 8.7.6 Component parts
8.7.7 Performance, productions and events
117 8.7.8 Performance recordings
8.7.9 Performance-related artefacts
118 8.7.10 Exhibitions
8.8 Art, graphic material and collectables
8.8.1 General
8.8.2 Metadata elements
119 8.8.3 Data elements and guidance specific to type
123 8.8.4 Individual works
125 8.8.5 As a component part
8.8.6 Permanent structures and installations
126 8.8.7 Temporary or destroyed work
8.9 Music material
8.9.1 General
8.9.2 Metadata elements
127 8.9.3 Data elements and guidance specific to type
128 8.9.4 Performed and recorded music
129 8.9.5 Musical score
130 8.9.6 As a component part
8.10 Patents
8.10.1 General
8.10.2 Metadata elements
131 8.10.3 Data elements and guidance specific to type
132 8.10.4 Patent applications
8.10.5 Issued patents
8.11 Reports in series and similar information resources
8.11.1 General
8.11.2 Metadata elements
133 8.11.3 Data elements and guidance specific to type
134 8.11.4 Standards
137 8.12 Archival materials
8.12.1 General
138 8.12.2 Metadata elements
8.12.3 Data elements and guidance specific to type
139 8.12.4 Individual documents
8.12.5 Collections
8.12.6 Privately-owned documents and ephemera
140 8.13 Research datasets
8.13.1 General
8.13.2 Metadata elements
141 8.13.3 Data elements and guidance specific to type
144 8.14 Web sites and their component parts
8.14.1 General
8.14.2 Metadata elements
145 8.14.3 Data elements and guidance specific to type
8.14.4 Web site
146 8.14.5 Web archives
8.14.6 Web page
147 8.14.7 Component part of a Web page
8.15 Social media and services
8.15.1 General
8.15.2 Metadata elements
148 8.15.3 Data elements and guidance specific to type
150 8.15.4 Services
8.15.5 Stream of records
151 8.15.6 Individual records
152 8.15.7 Posting of content belonging to an original creator
8.16 Unpublished information resources
8.16.1 General
8.16.2 Metadata elements
153 8.16.3 Data elements and guidance specific to type
8.16.4 Personal communications
154 8.16.5 Group communications
8.16.6 Dissertations and theses
8.16.7 Manuscript
8.16.8 Preprint
155 8.16.9 Phone calls
8.16.10 Presentation
156 Annex A (informative) Citation systems
163 Annex B (informative) Persistent references to Internet resources
169 Bibliography
BS ISO 690:2021
$215.11