Network Bulletin No.: 04-55
Date: September 24, 2004
Index term: Comparing and reconciling patron data
To increase the accuracy of CMLS patron data, NLS has designed an electronic
reconciliation method to enable network libraries to compare and reconcile patron data in
their circulation systems with the patron data listed in the CMLS database. During fiscal
year 2005 (October 1, 2004 -- September 30, 2005) network libraries will have the
opportunity to use the process. We encourage every library to do so!
Participating libraries will receive two lists from Data Management (DM). The first list
will include patrons in the library's circulation system, but not in CMLS. In this case, if
active, the library should add the individuals on this list to CMLS through WebNet as soon
as possible. The second list will include patrons in CMLS but not in the library's
circulation system. Network libraries that decide to have these patrons removed from the
CMLS file must e-mail the list to DM as an attachment with the message "Remove these
individuals from the [your library's code] CMLS file." The library should respond to DM
within one month after receiving the lists.
As the contractor for READS circulation systems, DM has access to the patron database for
each READS library. Therefore, READS libraries will be given preference when
prioritizing libraries for reconciliation in any given month. DM will contact Non-READS
libraries to determine how patron data will be extracted and how it will be sent to DM for
comparison with the library's CMLS file.
Regional libraries with their subregional libraries on the same circulation system should
coordinate their survey responses. Subregional libraries using a different circulation system
may send their survey responses independently.
Enclosed is a copy of the online survey, which will be used to determine when libraries will
receive their lists in their preferred format. Please complete the online survey that you will
find on the "Selected Forms to send to NLS" page of the Network Library Services web
site. Libraries should consider staffing resources when indicating a time to participate in
the CMLS reconciliation.
For further information contact:
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[Enclosure: This bulletin contained a print enclosure that was mailed to the network on
September 24, 2004.]