koha-tmpl/intranet-tmpl/prog/en/modules/admin/smart-rules.tmpl

   1 <!-- TMPL_INCLUDE NAME="doc-head-open.inc" -->
   2 <title>Koha &rsaquo; Administration &rsaquo; Circulation and Fine Rules</title>
   3 <!-- TMPL_INCLUDE NAME="doc-head-close.inc" -->
   4
   5 <script type="text/javascript">
   6 //<![CDATA[
   7 $(document).ready(function() {
   8         $('#selectlibrary').find("input:submit").hide();
   9         $('#branch').change(function() {
  10                 $('#selectlibrary').submit();
  11         });
  12 });
  13 //]]>
  14 </script>
  15
  16 </head>
  17 <body>
  18 <!-- TMPL_INCLUDE NAME="header.inc" -->
  19 <!-- TMPL_INCLUDE NAME="cat-search.inc" -->
  20
  21 <div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> &rsaquo; <a href="/cgi-bin/koha/admin/admin-home.pl">Administration</a> &rsaquo; Circulation and Fine Rules</div>
  22
  23 <div id="doc3" class="yui-t1">
  24
  25 <div id="bd">
  26     <div id="yui-main">
  27     <div class="yui-b">
  28     <h1 class="parameters">
  29         <!-- TMPL_IF NAME="humanbranch" -->
  30             Defining circulation and fine rules for "<!-- TMPL_VAR NAME="humanbranch" -->"
  31         <!-- TMPL_ELSE -->
  32             Defining circulation and fine rules for all libraries
  33         <!-- /TMPL_IF -->
  34     </h1>
  35     <div class="help">
  36         <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
  37         <ul>
  38             <li>same library, same patron type, same item type</li>
  39             <li>same library, same patron type, all item types</li>
  40             <li>same library, all patron types, same item type</li>
  41             <li>same library, all patron types, all item types</li>
  42             <li>all libraries, same patron type, same item type</li>
  43             <li>all libraries, same patron type, all item types</li>
  44             <li>all libraries, all patron types, same item type</li>
  45             <li>all libraries, all patron types, all item types</li>
  46         </ul>
  47         <p>To modify a rule, create a new one with the same patron type and item type.</p>
  48     </div>
  49     <div>
  50         <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
  51         Select a library :
  52             <select name="branch" id="branch" style="width:20em;">
  53                 <option value="*">All libraries</option>
  54             <!-- TMPL_LOOP NAME="branchloop" -->
  55                                 <!-- TMPL_IF NAME="selected" --><option value="<!-- TMPL_VAR NAME="value" -->" selected="selected"><!-- TMPL_VAR NAME="branchname" --></option><!-- TMPL_ELSE --><option value="<!-- TMPL_VAR NAME="value" -->"><!-- TMPL_VAR NAME="branchname" --></option><!-- /TMPL_IF -->
  56             <!-- /TMPL_LOOP -->
  57             </select>
  58         </form>
  59 <!-- TMPL_IF Name="definedbranch" --><form action="/cgi-bin/koha/admin/clone-rules.pl" method="post"><label
  60 for="tobranch"><strong>Clone these rules to:</strong></label> <input type="hidden" name="frombranch" value="<!-- TMPL_VAR NAME="current_branch" -->" />
  61             <select name="tobranch" id="tobranch"><!-- TMPL_LOOP NAME="branchloop" --><option value="<!-- TMPL_VAR NAME="value" -->"><!-- TMPL_VAR NAME="branchname" --></option><!-- /TMPL_LOOP --></select> <input type="submit" value="Clone" /></form><!-- /TMPL_IF --></fieldset>
  62
  63         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
  64             <input type="hidden" name="op" value="add" />
  65             <table>
  66             <tr>
  67                 <th>Patron Category</th>
  68                 <th>Item Type</th>
  69                 <th>Current Checkouts Allowed</th>
  70                 <th>Loan Period (day)</th>
  71                 <th>Fine Amount</th>
  72                 <th>Fine Charging Interval</th>
  73                 <th>Fine Grace period (day)</th>
  74                 <th>Suspension in Days (day)</th>
  75                 <th>Renewals Allowed (count)</th>
  76                 <th>Holds Allowed (count)</th>
  77                         <th>Rental Discount (%)</th>
  78                                 <th>&nbsp;</th>
  79             </tr>
  80                                 <!-- TMPL_LOOP NAME="rules" -->
  81                                         <!-- TMPL_UNLESS NAME="__odd__" -->
  82                                         <tr class="highlight">
  83                                         <!-- TMPL_ELSE -->
  84                                         <tr>
  85                                         <!-- /TMPL_UNLESS -->
  86                                                         <td><!-- TMPL_IF NAME="default_humancategorycode" -->
  87                                                                         <em>All</em>
  88                                                                 <!-- TMPL_ELSE -->
  89                                                                         <!-- TMPL_VAR NAME="humancategorycode" -->
  90                                                                 <!-- /TMPL_IF -->
  91                                                         </td>
  92                                                         <td><!-- TMPL_IF NAME="default_humanitemtype" -->
  93                                                                         <em>All</em>
  94                                                                 <!-- TMPL_ELSE -->
  95                                                                         <!-- TMPL_VAR NAME="humanitemtype" -->
  96                                                                 <!-- /TMPL_IF -->
  97                                                         </td>
  98                                                         <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
  99                                                                         Unlimited
 100                                                                 <!-- TMPL_ELSE -->
 101                                                                         <!-- TMPL_VAR NAME="maxissueqty" -->
 102                                                                 <!-- /TMPL_IF -->
 103                                                         </td>
 104                                                         <td><!-- TMPL_VAR NAME="issuelength" --></td>
 105                                                         <td><!-- TMPL_VAR NAME="fine" --></td>
 106                                                         <td><!-- TMPL_VAR NAME="chargeperiod" --></td>
 107                                                         <td><!-- TMPL_VAR NAME="firstremind" --></td>
 108                                                         <td><!-- TMPL_VAR NAME="finedays" --></td>
 109                                                         <td><!-- TMPL_VAR NAME="renewalsallowed" --></td>
 110                                                         <td><!-- TMPL_VAR NAME="reservesallowed" --></td>
 111                                                         <td><!-- TMPL_VAR NAME="rentaldiscount" --></td>
 112                                                         <td>
 113                                                                 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete&amp;itemtype=<!-- TMPL_VAR NAME="itemtype" -->&amp;categorycode=<!-- TMPL_VAR NAME="categorycode" -->&amp;branch=<!-- TMPL_VAR NAME="current_branch" -->">Delete</a>
 114                                                         </td>
 115                         </tr>
 116                 <!-- /TMPL_LOOP -->
 117                 <tr>
 118                     <td>
 119                         <select name="categorycode">
 120                             <option value="*">All</option>
 121                         <!-- TMPL_LOOP NAME="categoryloop" -->
 122                             <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
 123                         <!-- /TMPL_LOOP -->
 124                         </select>
 125                     </td>
 126                     <td>
 127                         <select name="itemtype" style="width:13em;">
 128                             <option value="*">All</option>
 129                         <!-- TMPL_LOOP NAME="itemtypeloop" -->
 130                             <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
 131                         <!-- /TMPL_LOOP -->
 132                         </select>
 133                     </td>
 134                     <td><input name="maxissueqty" size="3" /></td>
 135                     <td><input name="issuelength" size="3" /> </td>
 136                     <td><input name="fine" size="4" /></td>
 137                     <td><input name="chargeperiod" size="2" /></td>
 138                     <td><input name="firstremind" size="2" /> </td>
 139                     <td><input name="finedays" size="3" /> </td>
 140                     <td><input name="renewalsallowed" size="2" /></td>
 141                     <td><input name="reservesallowed" size="2" /></td>
 142                     <td><input name="rentaldiscount" size="2" /></td>
 143                     <td><input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="current_branch" -->"/><input type="submit" value="Add" class="submit" /></td>
 144                 </tr>
 145             </table>
 146         </form>
 147     </div>
 148     <div id="defaults-for-this-library" class="container">
 149     <h3>Default checkout and hold policy for <!-- TMPL_IF NAME="humanbranch" --><!-- TMPL_VAR NAME="humanbranch" --><!-- TMPL_ELSE -->all libraries<!-- /TMPL_IF --></h3>
 150         <p>You can set a default maximum number of checkouts and hold policy that will be used if none is defined below for a particular item type or category.</p>
 151         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 152             <input type="hidden" name="op" value="set-branch-defaults" />
 153             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="current_branch" -->"/>
 154             <table>
 155                 <tr>
 156                     <th>&nbsp;</th>
 157                     <th>Total Current Checkouts Allowed</th>
 158                     <th>Hold Policy</th>
 159                     <th>&nbsp;</th>
 160                     <th>&nbsp;</th>
 161                 </tr>
 162                 <tr>
 163                     <td><em>Defaults<!-- TMPL_UNLESS NAME="default_rules" --> (not set)<!-- /TMPL_IF --></em></td>
 164                     <td><input type="text" name="maxissueqty" size="3" value="<!-- TMPL_VAR NAME="default_maxissueqty" -->"/></td>
 165                     <td>
 166                         <select name="holdallowed">
 167                             <!-- TMPL_IF NAME="default_holdallowed_any" -->
 168                             <option value="2" selected="selected">
 169                             <!-- TMPL_ELSE -->
 170                             <option value="2">
 171                             <!-- /TMPL_IF -->
 172                                 From Any Library
 173                             </option>
 174                             <!-- TMPL_IF NAME="default_holdallowed_same" -->
 175                             <option value="1" selected="selected">
 176                             <!-- TMPL_ELSE -->
 177                             <option value="1">
 178                             <!-- /TMPL_IF -->
 179                                 From Home Library
 180                             </option>
 181                             <!-- TMPL_IF NAME="default_holdallowed_none" -->
 182                             <option value="0" selected="selected">
 183                             <!-- TMPL_ELSE -->
 184                             <option value="0">
 185                             <!-- /TMPL_IF -->
 186                                 No Holds Allowed
 187                             </option>
 188                         </select>
 189                     </td>
 190                     <td><input type="submit" value="Save" class="submit" /></td>
 191                     <td>
 192                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=<!-- TMPL_VAR NAME="current_branch" -->">Unset</a>
 193                     </td>
 194                 </tr>
 195             </table>
 196         </form>
 197     </div>
 198     <!-- TMPL_IF NAME="show_branch_cat_rule_form" -->
 199     <div id="holds-policy-by-patron-category" class="container">
 200     <h3>Checkout limit by patron category for <!-- TMPL_IF NAME="humanbranch" --><!-- TMPL_VAR NAME="humanbranch" --><!-- TMPL_ELSE -->all libraries<!-- /TMPL_IF --></h3>
 201         <p>For this library, you can specify the maximum number of loans that
 202             a patron of a given category can make, regardless of the item type.
 203         </p>
 204         <p>If the total amount loanable for a given patron category is left blank,
 205            no limit applies, except possibly for a limit you define for a specific item type.
 206         </p>
 207         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 208             <input type="hidden" name="op" value="add-branch-cat" />
 209             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="current_branch" -->"/>
 210             <table>
 211                 <tr>
 212                     <th>Patron Category</th>
 213                     <th>Total Current Checkouts Allowed</th>
 214                     <th>&nbsp;</th>
 215                 </tr>
 216                 <!-- TMPL_LOOP NAME="branch_cat_rule_loop" -->
 217                     <!-- TMPL_UNLESS NAME="__odd__" -->
 218                     <tr class="highlight">
 219                     <!-- TMPL_ELSE -->
 220                     <tr>
 221                     <!-- /TMPL_UNLESS -->
 222                         <td><!-- TMPL_IF NAME="default_humancategorycode" -->
 223                                 <em>Default</em>
 224                             <!-- TMPL_ELSE -->
 225                                 <!-- TMPL_VAR NAME="humancategorycode" -->
 226                             <!-- /TMPL_IF -->
 227                         </td>
 228                         <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
 229                                 Unlimited
 230                             <!-- TMPL_ELSE -->
 231                                 <!-- TMPL_VAR NAME="maxissueqty" -->
 232                             <!-- /TMPL_IF -->
 233                         </td>
 234                         <td>
 235                             <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=<!-- TMPL_VAR NAME="categorycode" -->&amp;branch=<!-- TMPL_VAR NAME="current_branch" -->">Delete</a>
 236                         </td>
 237                     </tr>
 238                 <!-- /TMPL_LOOP -->
 239                 <tr>
 240                     <td>
 241                         <select name="categorycode">
 242                         <!-- TMPL_LOOP NAME="categoryloop" -->
 243                             <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
 244                         <!-- /TMPL_LOOP -->
 245                         </select>
 246                     </td>
 247                     <td><input name="maxissueqty" size="3" /></td>
 248                     <td><input type="submit" value="Add" class="submit" /></td>
 249                 </tr>
 250             </table>
 251         </form>
 252     </div>
 253     <!-- /TMPL_IF -->
 254     <div id="holds-policy-by-item-type" class="container">
 255     <h3>Holds policy by item type for <!-- TMPL_IF NAME="humanbranch" --><!-- TMPL_VAR NAME="humanbranch" --><!-- TMPL_ELSE -->all libraries<!-- /TMPL_IF --></h3>
 256         <p>
 257             For this library, you can edit rules for given itemtypes, regardless
 258             of the patron's category.
 259         </p>
 260         <p>
 261             Currently, this means hold policies.
 262             The various policies have the following effects:
 263         </p>
 264         <ul>
 265             <li><strong>From Any Library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 266             <li><strong>From Home Library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 267             <li><strong>No Holds Allowed:</strong> No patron may put this book on hold.</li>
 268         </ul>
 269         <p>
 270             Note that if the system preference
 271             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 272             be overridden by your circulation staff. Also, these policies are
 273             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 274         </p>
 275
 276         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 277             <input type="hidden" name="op" value="add-branch-item" />
 278             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="current_branch" -->"/>
 279             <table>
 280                 <tr>
 281                     <th>Item Type</th>
 282                     <th>Hold Policy</th>
 283                     <th>&nbsp;</th>
 284                 </tr>
 285                 <!-- TMPL_LOOP NAME="branch_item_rule_loop" -->
 286                     <!-- TMPL_UNLESS NAME="__odd__" -->
 287                     <tr class="highlight">
 288                     <!-- TMPL_ELSE -->
 289                     <tr>
 290                     <!-- /TMPL_UNLESS -->
 291                         <td><!-- TMPL_IF NAME="default_humanitemtype" -->
 292                                 <em>Default</em>
 293                             <!-- TMPL_ELSE -->
 294                                 <!-- TMPL_VAR NAME="humanitemtype" -->
 295                             <!-- /TMPL_IF -->
 296                         </td>
 297                         <td><!-- TMPL_IF NAME="holdallowed_any" -->
 298                                 From Any Library
 299                             <!-- TMPL_ELSIF NAME="holdallowed_same" -->
 300                                 From Home Library
 301                             <!-- TMPL_ELSE -->
 302                                 No Holds Allowed
 303                             <!-- /TMPL_IF -->
 304                         </td>
 305                         <td>
 306                             <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-item&amp;itemtype=<!-- TMPL_VAR NAME="itemtype" -->&amp;branch=<!-- TMPL_VAR NAME="current_branch" -->">Delete</a>
 307                         </td>
 308                     </tr>
 309                 <!-- /TMPL_LOOP -->
 310                 <tr>
 311                     <td>
 312                         <select name="itemtype">
 313                         <!-- TMPL_LOOP NAME="itemtypeloop" -->
 314                             <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
 315                         <!-- /TMPL_LOOP -->
 316                         </select>
 317                     </td>
 318                     <td>
 319                         <select name="holdallowed">
 320                             <option value="2">From Any Library</option>
 321                             <option value="1">From Home Library</option>
 322                             <option value="0">No Holds Allowed</option>
 323                         </select>
 324                     </td>
 325                     <td><input type="submit" value="Add" class="submit" /></td>
 326                 </tr>
 327             </table>
 328         </form>
 329     </div>
 330 </div>
 331
 332 </div>
 333 <div class="yui-b">
 334 <!-- TMPL_INCLUDE NAME="admin-menu.inc" -->
 335 </div>
 336 </div>
 337 <!-- TMPL_INCLUDE NAME="intranet-bottom.inc" -->