UNITED NATIONS POPULATION INFORMATION NETWORK (POPIN)
UN Population Division, Department of Economic and Social Affairs,
with support from the UN Population Fund (UNFPA)

E/ECA/PSPI.9/10: Standards for Exchange of Devel. Info. in Africa

***************************************************************************

The electronic version of this document is being made available by the 

Population Information Network (POPIN) of the United Nations Population 

Division/DESIPA and the Pan African Development Information System 

(PADIS) of the United Nations Economic Commission for Africa.  For 

further information please contact Ms. Nancy Hafkin, PADIS 

Officer-in-Charge at: hafkin.uneca@un.org

***************************************************************************



                                                      Distr.: LIMITED



                                                      E/ECA/PSPI.9/10

                                                      15 January 1995



                                                    Original: ENGLISH







ECONOMIC COMMISSION FOR AFRICA



Ninth Session of the Joint

Conference of African Planners,

Statisticians, Population

and Information Specialists



Addis Ababa, 11-16 March 1996











              PROMOTION OF NORMS AND STANDARDS FOR THE

            EXCHANGE OF DEVELOPMENT INFORMATION IN AFRICA









                           Introduction



1.    The ever increasing role of information and

documentation services in the field of development creates

a continuous need for the exchange of information between

such systems at national, regional and international

levels. However, compatibility problems are a major setback

for information systems and networks, while exchange of

information within a network requires a minimum set of

common standards and methodologies. To facilitate the

interchange of information and help in reducing or even

eliminating technical barriers and compatibility problems,

standards need to be developed and adopted.  The PADIS

Standing Committee on the Harmonization and Standardization

of Information Systems in Africa was set up in 1989 to deal

with these matters on a continuous basis.  PADIS in

cooperation with member States and African subregional and

regional institutions have developed and adopted a series

of standards including guidelines, manuals and computerized

programs for textual data base development and on-line

authority file preparation.  In this regard, standardization

activities are carried out in subcommittees

chaired by experts from member States which report to the

Standing Committee on the Harmonization and Standardization

of Information Systems in Africa. Seven such subcommittees

have been created to tackle standardization problems in

Africa.



Definition of standard and its use



2.    Standards are specifications, models, measures,

patterns or types developed with consensus by contributions

from various partners.  One of the specificities of

standards and standards-like documents is that they are

normative documents because they have a binding force

either by law, contract, or convention.  Also, they cover

specific technologies, products, and procedures; they make

effective human communication possible.  Since there are

many examples of human communication which create problems

both of understanding and of technology, standards will

apply in regulating specific actions and codes of practices

in society.  Examples are as follows:



      -     Varying railway gauges in the same country;



      -     Cars having their steering wheel in left or right

            position depending on the manufacturer and having

            to change the driving side of the road from

            Senegal to Gambia and back when going from Dakar

            to Ziguinchor thus making travelling between the

            two countries not easy; and

      -     Varying film colour specifications (NTSC and

            SECAM) or conflicting video specifications (VHS

            and BETAMAX).



3.    Most of these problems could be solved by applying

standardization - at national or international levels.

This was the case with the video industry using the

MULTICOLOUR specification which encompasses NTSC, PAL,

SECAM and MESECAM.



Standards and global exchange



4.    Considering the transborder flow of industry and trade

with railways systems covering a continent, and the supply

of electricity from one country to another, it has become

a necessity to have international standards covering

countries of the same region and countries from various

continents.  Indeed, international networking and exchange

would be impossible if products, tools, technologies and

procedures were based on narrow national standards which

would contradict each other.  The ideal is standardization

on an international scale to achieve international

compatibility for smooth exchange of information, products

and services at a global scale. In the area of technologies

and tools standardization applies, for example, to

packaging and containers, steel manufacture, and magnetic

tapes.



5.    Standards and related documents (specifications,

technical regulations, packaging requirements, sampling and

testing procedures, metrology and certification activities)

are an essential information source which cannot be

overlooked by economic operators, since their use and

application stimulate progress in bringing about technical

improvements and innovations, thus paving the way for wider

markets.  Standards allow economic operators to seek

markets, find products and assess such products.  This is

true both in regard to conversion, diversification,

development of product ranges and for setting up a company

or conquering a national or foreign market.



6.    Compliance of products with specified standards and

other requirements is an essential element of successful

and smooth international trade (exports and imports).



7.    The standards should refer to product characteristics

whose presence is a necessary factor of product "fitness

for use" or "fitness of purpose" or "customer

satisfaction", in terms of adequate functioning and respect

for health, safety and environmental factors, as quality

depends heavily on those aspects and also on "product

conformance with the requirements".



8.    As defined by ISO 8402 (Quality vocabulary), product

quality is the totality of characteristics of a product

that bear on its ability to satisfy stated or implied

needs.  This also means that product quality should be

appropriately defined, as a requisite for successful export

and import trade since the consequences of quality

achievement is the satisfaction of the buyer, user or

consumer.



9.    The information needed to define product quality in a

proper way falls mainly into the following categories:



      -     Standards;



      -     Specifications; and



      -     Technical regulations.





      They should relate, among others, to:



      -     Products, parts, components, materials, etc.;



      -     Packs, packages and packaging materials;



      -     Labels;



      -     Inspection, sampling and test methods; and



      -     Certification requirements.



10.   The requirements included in the above mentioned

information should be as established by the buyers,

importers, users or the national authorities of the target

markets.  In addition to the above, standards are also

needed on the taste and preferences of the potential users/

consumers of the product in the intended market.

Furthermore, standards are also needed in developing

countries on inspection, testing and quality control

instruments and materials, and on their suppliers.

Standards are also critical to bibliographic control,

bibliographic description, production and reproduction of

documents as well as organization of information systems

and services.



11.   It is necessary that all the information referred to

above be from up-to-date standards in order to avoid the

problems and failures concomitant with obsolete

information.



Updating of standards



12.   Because standards are intended to guide the

development of a society, they need regular updating to be

able to set the path for new technological developments.

However, if electronic means are not used and because of

the time it takes to approve and publish standards on a

paper form, they often lag behind current best practice.

This is because new developments may have taken place in

the technology since the standard was drafted.



13.   In the field of information, standards  that influence

everyday practice - for example, cataloguing rules,

classification systems, guidelines for bibliographic data

base, etc. - may quickly become out of date as new

technology and methods are introduced.  Therefore standards

have to be periodically reviewed and modified where

necessary.



Standardization and work sharing



14.   Standards enable human work to be more effective and

productive.  Increasingly people have to specialize and

learn to share the workload with each other.  This is the

case of managers and their assistants, doctors and nurses,

administrators and labourers.  Specialization means that

people concentrate on acquiring knowledge in one particular

area.  This may lead to increased skills and improvements

in working practices and would prevent conflicting

assignments.  Standardizaton facilitates dialogue and work

sharing between different actors which may be working

together but with different levels of knowledge and

experience.  Each of them would have its own

responsibilities, but there must be an agreement of

practice and language - and a level of understanding to

enable them to work together effectively.  Indeed methods

of working and wok sharing are already embroided in

standards like documents such as codes of practices and

manuals because standardization does not limit itself in

technical specifications for products and technologies but

also encompasses procedures, guidelines, methods, systems

and terminologies, thus facilitating transfer of knowledge

and uniformity of practices.



Developing standards



15.   The establishment and widespread adoption of standards

will only occur when a substantial number of key

institutions and individuals participate in this process

and have a vested interest in promoting and using standards

being developed.  That is why standardization activities

are always carried out in working groups, subcommittees,

committees and technical committees where experts will

share their experience and will develop specifications,

guidelines, codes of practices and other standards type

documents for the interest of the companies and the

lobbying groups or consumers they represent.



16.   Regardless of whatever type of institution is creating

the standard, the normal developmental process of a

standard will be as follows:



      -     PLANNING. It will normally be carried out by

            specialists in the process or technology in

            question.  They will work with a steering, co-

            ordination or controlling committee made up of

            the specialists themselves, and representatives

            from the standardizing institutions and the

            Standards Body.



      -     ANALYSIS.  Analysis of the process or of the

            technical elements of the product will be carried

            out by specialists using the best tools for

            evaluation.



      -     DEFINING OF PRINCIPLES.  This will be the

            responsibility of the standardization committees.



      -     DRAFT PROPOSALS.  Preparation of drafts proposals

            will be done by one or several specialists who

            have agreed to make submissions to the

            standardization committees through working

            groups, technical committees or subcommittees.



      -     DISCUSSION OF THE DRAFT PROPOSAL. This will be

            undertaken by a working group composed of experts

            in the subject field.  This will be set up by the

            Standards Body to examine the draft proposals.

            This should lead to a set of amended proposals.



      -     AMENDED PROPOSALS.  This is the result of the

            Draft Proposal discussed by a working group and

            will form the basis for a Draft Standard.



      -     DRAFT STANDARD. It is a project drawn up from the

            amended proposals.



      -     CIRCULATION AND VOTING.  The Draft Standard may

            be circulated for voting by member bodies and

            interested institutions.  COMMENTS will be

            incorporated where appropriate.  Voting does not

            take place in the case of a company standard; the

            latter is approved by the company's executive

            direction.



      -     The draft Standard with any amendments will be

            APPROVED AND PUBLISHED by the Standards Body as

            a STANDARD.  In some countries, the standard will

            enter into force by publication of an Act by the

            Parliament or the parent institution of the

            Standard Body.



      -     PROMOTION AND CONTROL.  They will be undertaken

            by the Standards Body, and the committee, as well

            as by co-ordinating and supervising bodies in the

            field.



      -     IMPLEMENTATION. It is carried out by any

            institution or individual interested in it.  They

            can be a government department, an industry, an

            administration, an association, an international

            organization, or any institution or individual

            interested in the application of a specific

            standard.



Applying standards in information handling



17.   Standards and standardization are critical to the

effective management of information services, to co-

operation with other services and to the international

availability of information.  To enable information

services and co-operative systems to work together

effectively at local, national and international levels -

a high level of standardization between them is of the

greatest importance.



18.   Areas in information handling which require

standardization are mainly:



      -     Bibliographic control to enable library

            catalogues, national bibliographies and other

            bibliographic records to be understood and used

            widely.



      -     Bibliographic descriptions  to be able to have an

            harmonized way of describing and organizing

            records of a data base.



      -     Subject analysis and retrieval.  Standardization

            is also highly desirable in classification

            schemes - subject headings - thesauri- indexing

            and abstracting, among others, to enable common

            language for retrieving information.

      -     Machine readable bibliographic information.

            Standardization is essential when publishing

            bibliographic information in machine readable

            form. This should cover the use of equipment -

            networking the interconnection of systems - as

            well as the style of bibliographic formats used.



      -     Management of document collections.  Standardized

            practices will also be applied to the

            acquisition, storage, safety and repair of

            documents - space requirements, buildings and

            fittings - lighting, heating and ventilation -

            and levels of service.



      -     Preparation of a document or information.

            Punctuation, use of abbreviations  and the

            inclusion of references need a standardized

            approach when presenting or publishing

            information.



      -     Presentation and layout.  Standardization is

            required in the way the text is organized and

            arranged - in the use of citations and notes in

            indexing and in proof reading.



      -     Production and reproduction of documents.

            Whatever format the information is to be

            presented in, for example in a book, a magnetic

            tape or a CD-ROM, a standardized approach to its

            production is required.  Examples: how to arrange

            information into a CD ROM and which information

            to put in, selecting the fields in a CD ROM data

            base.



      -     Organization of information systems and services.

            The management and administration of information

            services are areas which can benefit from

            standardized practices.  These should be applied

            to information policies - the planning and

            organization of services and networks and staff

            education, training and performance.



                  ECA Activities on Standardization



The Standing Committee on Harmonization and Standardization

of Documentation and Information Systems in Africa



19.   PADIS has been working to promote the use of

compatible standards through the Standing Committee on

Harmonization and Standardization of Information and

Documentation Systems in Africa established in Tripoli in

1987 by the seventh meeting of Chief Executives of

ECA-sponsored Regional and Subregional institutions.  PADIS

has convened the Standing Committee annually since from

1987 through 1992. In 1992 the meeting of ECA-sponsored

institutions adopted a resolution changing the periodicity

of meetings of the Standing Committee to every even year,

along with other ECA legislative meeting and organs, with

the understanding that the Subcommittees of the Standing

Committee would meet in the alternate years. The Standing

Committee thus held its last meeting at ECA in Addis Ababa

in 1994.



20.   Originally membership on the Standing Committee was

limited to the 30-odd ECA sponsored institutions.  However,

in 1989 the membership was enlarged at the request of a

number of African organizations to include any subregional

or regional institution in Africa with an interest in

standardizing its documentation and information activities.

In 1993, out of concern for the importance of the issues

that the Standing Committee deals with, the Regional

Technical Committee for PADIS further enlarged the

membership basis of the Standing Committee to include any

institution, - whether operating at national, subregional

or regional level, - with an interest in normalization of

its information system.  Hence, in addition to member

States the Standing Committee is composed of 50 PADIS

subregional and regional participating centres.  The list

of subregional and regional institutional participating

centres is attached in annex.



21.   The Standing Committee is a forum for information

professionals to discuss common problems, exchange

experiences and ideas, harmonize activities and standardize

working procedures and methods between information and

documentation systems. At its meetings they look for

appropriate and realistic strategies which will enable them

to develop and promote information exchange mechanisms

capable of contributing to the dissemination of science and

technology, the development of African countries and

African economic integration. One particularly important

aspect of its work has been in the area of development of

Tconversion programmes to handle different data structures

and facilitate transportability of data.



22.   The following standardization subcommittees have been

established to carry out standardization work in the

framework of the Standing Committee on Harmonization and

Standardization of Documentation and Information Systems in

Africa:



Subcommittee 1: PADIS Manual for document analysis



Subcommittee 2: Selection and evaluation of criteria of

textual database programs



Subcommittee 3: Evaluation of textual database formats and

structures



Subcommittee 4: Selection and acquisition of microcomputer

hardware configurations



Subcommittee 5: Computer networking e-mail and on-line

access



Subcommittee 6: Authority files



Subcommittee 7: CD ROM



23.   Work of the Standing Committee has been enhanced by

support from the Carnegie Corporation of New York which

since 1994 has been allocating funds for the activities of

the subcommittees.  Hence, most of the substantive

standards from the Standing Committee were developed

through two Carnegie grants entitled: "Promoting

information exchange and compatibility in Africa".



Review of outputs of the Carnegie Grant "Promoting

information exchange and compatibility in Africa (Grant B

5965)"



24.   PADIS benefited in 1994 from a grant from the Carnegie

Corporation of New York.  The project which was developed

concentrated on five pressing issues which posed severe

constraints to information exchange both within the Africa

region and beyond. Three of those issues related to the

creation and utilization of databases while two fell within

the area of microcomputer hardware configurations and

electronic information exchange.  Those issues were studied

and yielded results through the work of the respective

subcommittees.  The project had the following outputs:



      -     Output 1: Guidelines on textual database

            management software for use by African

            institutions



      -     Output 2: Conversion programmes between varieties

            of textual database management software



      -     Output 3: Report on standardization of worksheets

            and manuals



      -     Output 4: Authority file of African institutions



      -     Output 5: Guidelines on communication software

            for use in Africa



      -     Output 6: Guidelines on selection and acquisition

            of microcomputer hardware configuration



25.   Following the success of the activities of the above

project and the need to continue standardization activities

in the region, the Carnegie Corporation awarded a new grant

to the Economic Commission for Africa to finalize work

undertaken under Grant B5965; it was Grant B6198.



Review of outputs of the Carnegie Grant "Promoting

information exchange and compatibility in Africa (Grant B

6198)"



26.   The above grant was awarded to PADIS in 1995 for a

duration of one year.  In the framework of the grant,

subcommittees 1, 3 and 6 met in Cairo, Egypt, from 13-16

November 1995 with a view to reviewing:



      -     the manual for document analysis together with

            the PADDEV automated computer program;



      -     the authority file program for data entry; and



      -     the common format for the African Development CD-

            ROM.



27.   The following outputs were achieved by the

subcommittees 1, 3 and 6:



      -     the PADDEV program which enables automatic

            installation of the structure of the PADIS

            main bibliographic data base under any other

            name without having to go through the whole

            process of data base definition, thus

            facilitating data base design activities in

            African information centres.  The program is

            specifically developed for:



            a.    data entry using customized worksheets;



            b.   automated selection of authority lists by adapting

                  the ODIN program;



            c.    index generation for purpose codes, sectoral

                  codes, geographic codes, author index, shelf

                  indexes; and



            d.    data export using comma delimiters by

                  Fangorn facilities; and



      -     the adoption of a common format for the

      preparation of the African Development CD ROM and an

      on-line regional data base to be fed with data from

      member States and African institutions.



28.   Work of Subcommittee 3 was further enhanced by

activities carried out in the CD ROM Subcommittee which met

from 6-8 March 1996.



Standardization of PADDEV worksheet and manual



29.   The subcommittee has developed a manual for document

analysis (CDS/ISIS version) which incorporates a model

customized bibliographic database for use by African

countries and institutions.  The manual includes new

customized printing facilities in the customized

bibliographic database using sort and print worksheets for

descriptors, sectoral codes and purpose codes is done.



Authority file of African institutions



30.   Subcommittee 6 on Authority file produced a List of

Institutions Authority file and a Report on the Authority

file.  The computerized validation program of the Authority

file (ODIN) was tested, reviewed and distributed.

Guidelines for the use of the Authority file have been

developed and are being reviewed.  They will be fully

implemented once the Authority file program will be ready

for full implementation.



Data base searching via e-mail



31.   The following standard was developed and reviewed by

the Subcommittee from 6-8 March 1996:  Computer Program for

data base searching via e-mail.



Development of an African CD ROM on scientific, technical

and development literature and on experts



32.   To be able to effectively share their information

resources, with minimum cost and appropriate technology,

African countries and institutions are putting together

their databases onto a CD ROM.  The subcommittee on CD ROM

met from 6-8 March 1996, and adopted the format for the CD

ROM as well as conditions for participation in the first

African development information CD ROM.





                          Annex



        LIST OF OFFICIAL INSTITUTIONAL PARTICIPATING CENTRES

                        IN THE PADIS NETWORK



                                                     8 May 1996



1.    African Accountancy Council/AAC

      C/O UNDP Kinshasa

      Kinshasa, Zaire





2.    African Development Bank/ADB

      BP 1387

      Abidjan 01, Cte d'Ivoire





3.    African Institute for Economic Development and

      Planning/IDEP

      P. O. Box  3186

      Dakar, Senegal





4.    African Regional Centre for Engineering Design and

      Manufacturing/ARCEDEM

      P. O. Box  19, U.I. Post Office

      Ibadan, Nigeria





5.    African Regional Centre for Technology/ARCT

      P. O. Box  2435

      Dakar, Senegal





6.    African Regional Industrial Property

      Organization/ARIPO

      P. O. Box 4228

      Harare, Zimbabwe





7.    African Regional Organization for Standardization/ARSO

      P. O. Box  54363

      Nairobi, Kenya



8.    African Regional Remote Sensing Centre/ARRSC

      P. O. Box 240

      Bamako, Mali





9.    African Training and Research Centre in

      Administration for Development/CAFRAD

      BP 310

      Pavillon International

      Tanger, Maroc



10.   Arab Organization for Agricultural Development/AOD

      Khartoum

      Sudan





11.   Arab League Documentation Centre

      ALDOC

      Tahrir Square

      P. O. Box 11642

      Cairo, Egypt



12.   Association of African Trade Promotion

      Organizations/AATPO

      P. O. Box  23

      Tanger, Morocco



13.   Association of African Universities/AAU

      P. O. Box 5744

      Accra North, Ghana



14.   Centre International des Civilisations Bantu/CICIBA

      BP 770

      Libreville, Gabon



15.   Centre on Integrated Rural Development for

      Africa/CIRDAFRICA

      P. O. Box 6115

      Arusha, Tanzania



16.   Centre regional d'nergie solaire/CRES

      BP 1872

      Bamako, Mali





17.   Centre Regional d'Information et de

      Documentation Commerciales/CRIC

      20 BP 1246

      Abidjan, Cote d'Ivoire





18.   Commission du Bassin du Lac Tchad/CBLT

      BP 727

      N'Djamona, Tchad





19.   Communaute Economique des Pays des Grands Lacs/CEPGL

      BP 58

      Gisenyi, Rwanda



20.   Council for the Development of Economic and

      Social Research in Africa/CODESRIA

      BP 3304

      Dakar, Senegal



21.   Eastern and Southern African Mineral Resources

      Development Centre/ESAMRDC

      P. O. Box  1250

      Dodoma, Tanzania





22.   Eastern and Southern African Management

      Institute/ESAMI

      P. O. Box  3030

      Arusha, Tanzania





23.   Eastern and Southern African Universities

      Research Programme/ESAURP

      P. O. Box 35048

      Dar es Salaam, Tanzania





24.   Economic Community of Central African States/ECCAS

      P. O. Box  2112

      Libreville, Gabon





25.   Federation of African Chambers of Commerce

      P. O. Box  3001

      Addis Ababa, Ethiopia





26.   International Government Authority on Drought and

      Development/IGADD

      P. O. Box 2653

      Djibouti





27.   International Centre for Insect Physiology/ICIPE

      P. O. Box 30772

      Nairobi, Kenya





28.   International Energy Foundation/IEF

      P. O. Box 83617 Main Post Office

      Tripoli, Libya



29.   International Livestock Centre for Africa/ILCA

      P. O. Box 5689

      Addis Ababa, Ethiopia



30.   Institut sous-regional multisectoriel de technologie

      appliquee de planification et d'evaluation de

      projets/ISTA

      BP 3910

      Libreville, Gabon





31.   Institut de Formation et de Recherches

      Demographiques/IFORD

      BP 1556

      Yaounde, Cameroon





33.   Organisation Africaine de la Propriete

      Intellectuelle/OAPI

      BP 887

      Yaounde, Cameroun



32.   Organisation du Bassin de la Kagera/OBK

      BP 567

      Kigali, Rwanda





34.   Pan African Institute for Development/PAID

      01 BP 1756

      Ouagadougou 01, Burkina Faso



35.   Pan African News Agency/PANA

      BP 4056

      Dakar, Senegal



36.   Pan-African Postal Union/PAPU

      P. O. Box 6026

      Arusha, Tanzania





37.   Pan African Union for Science and Technology/PUST

      BP 2339

      Brazzaville, Congo





38.   Preferential Trade Area for Eastern and Southern

      African States/PTA

      P. O. Box  30051

      Lusaka, Zambia



39.   Regional Centre for Training in Aerospace

      Surveys/RECTAS

      P. O. Box  5545

      Ile-Ife, Nigeria





41.   Regional Centre for Services in Surveying Mapping

      and Remote Sensing/RCSSMRS

      P. O. Box 18118

      Nairobi, Kenya



40.   Regional Institue for Population Studies/RIPS

      P. O. Box  96

      Acrra, Ghana



42.   Southern African Institute for Political and

      Economic Studies/SAPES

      P. O. Box MP 111, Mount Pleasant

      Harare, Zimbabwe





43.   Union Douani

      re et Economique des Etats de

      l'Afrique Centrale/UDEAC

      BP 872

      Bangui, Republique Centrafricaine



44.   Women Research and Documentation Project/WRDP

      University of Dar es Salaam

      P. O. Box 35108

      Dar es Salaam

      Tanzania



45.   Reseau Africain pour le Developpement Integre

      (RADI)

      BP 12085

      Dakar

      Senegal



      Tel: 25 55 47

      Fax: 25 55 64

      Email RADI GEO2



46    Agence Panafricaine d'Etudes et de Consultations

      (APEC)

      BP 12022

      Dakar

      Senegal



      Tel: 25 55 62/63

      Fax: 25 55 64



47    Development Innovations and Networks (IRED)

      104 Robert Mugabe Road

      2nd floor, Silke House

      Harare, Zimbabwe

      Tel: 79 68 53

      Telex: 22055 ZMMT ZW

      Fax: 72 24 21



48    Service d'Appui aux Initiatives Locales de

      Developpement

      BP 11955

      Yaounde, Cameroun



49    African Economic Research Consortium

      Nairobi, Kenya

      8th Floor, International House

      P.O. Box 62882

      Nairobi, Kenya

      Tel: 228057

      Tel: 22480

      Fax: 219308



50    Southern African Development Research Association

      (SADRA)



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information handling and exchange.- Addis Abeba: PADIS.-

1992.



5. Faye, Makane.- Compatibility in information systems.-

Addis Abeba: PADIS.- 1992.



6. Lancaster, F. W. & Linda C, Smith -  Compatibility

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7. ISO.- General terms and their definitions concerning

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emphasis in the Carnegie project on promotion of

information exchange in Africa.- 1995



12. UNESCO.- Teaching package on standardization in

information handling.- Paris: Unesco, 1991.




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