Archiving Borrowers

Uploading documents to the site

Follow these procedures to upload documents to the SPUN website.  

Only Primary members can upload documents to the Knowledge Base.

Please ensure that you have a useful file name and your document is described appropriately including the Spydus version e.g. WPAC - Creating pages - Spydus 10.2 - YYYYMM

Crystal Templates

These are template files which can be used as the basis for your own reports. The key links between tables are already established allowing you to report on the data you need.
The reports were written under Crystal Reports 2008 and tested against an 851 environment.

You must of course change Set Datasource Location before running these reports. All templates prompt for Institution allowing them to be used in a consortia environment. The loans and reservations (holds) templates also prompt for date ranges in order to limit the volume of data returned.

Please note: The Borrowers (XXX_BORROWERS).rpt is specifically designed for SELMS customers in the UK and even then it cannot be used without amendment. Through Database Expert the SELMS user must replace the KJO_BORROWERS table with their own unique table in the SpydusREP database. All links must therefore be re-established.

Archiving Borrowers Procedure

Notes and screenshots on how to archive your inactive borrowers.

Spydus Boolean Compilation - updated

Archiving Borrowers

CR_tips4_Age_Groups A detailed instruction for using age groups in Crystal Report's "Cross-Tab" report