Bug 17290 - Standardize on "Patron Categories"
We need to standardize on terminology, this changes all instances of patron types to be patron categories. To text, just view the patch Signed-off-by: Cédric Vita <cedric.vita@dracenie.com> Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org> Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
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5 changed files with 28 additions and 28 deletions
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@ -130,16 +130,16 @@ $(document).ready(function() {
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<div class="help">
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<p>The rules are applied from most specific to less specific, using the first found in this order:</p>
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<ul>
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<li>same library, same patron type, same item type</li>
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<li>same library, same patron type, all item types</li>
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<li>same library, all patron types, same item type</li>
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<li>same library, all patron types, all item types</li>
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<li>default (all libraries), same patron type, same item type</li>
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<li>default (all libraries), same patron type, all item types</li>
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<li>default (all libraries), all patron types, same item type</li>
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<li>default (all libraries), all patron types, all item types</li>
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<li>same library, same patron category, same item type</li>
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<li>same library, same patron category, all item types</li>
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<li>same library, all patron categories, same item type</li>
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<li>same library, all patron categories, all item types</li>
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<li>default (all libraries), same patron category, same item type</li>
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<li>default (all libraries), same patron category, all item types</li>
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<li>default (all libraries), all patron categories, same item type</li>
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<li>default (all libraries), all patron categories, all item types</li>
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</ul>
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<p>To modify a rule, create a new one with the same patron type and item type.</p>
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<p>To modify a rule, create a new one with the same patron category and item type.</p>
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</div>
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<div>
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<form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
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@ -2,14 +2,14 @@
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<h1>Patron Categories</h1>
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<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron types.</p>
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<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron categories.</p>
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<p>Patrons are assigned to one of six main categories:</p>
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<ul>
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<li>Adult
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<ul>
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<li>Most common patron type, usually used for a general 'Patron' category.</li>
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<li>Most common patron category, usually used for a general 'Patron' category.</li>
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</ul>
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</li>
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<li>Child
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@ -34,7 +34,7 @@
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</li>
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<li>Statistical
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<ul>
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<li>This patron type is used strictly for statistical purposes, such as in house use of items.</li>
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<li>This patron category is used strictly for statistical purposes, such as in house use of items.</li>
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</ul>
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</li>
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</ul>
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@ -4,7 +4,7 @@
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<p>Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).</p>
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<p>These preferences are set based on patron types and item types.</p>
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<p>These preferences are set based on patron categories and item types.</p>
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<p style="color: #990000;">Important: These preference can be overwritten by changes in the individual patron's messaging preferences.</p>
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@ -16,9 +16,9 @@
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<li>To set preferences for all libraries, keep the menu set to 'Default'</li>
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</ul>
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</li>
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<li>By default all item types and all patrons are notified of check ins and check outs. To change this, click on the item/patron type combination that you would like to stop notices for.</li>
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<li>By default all item types and all patrons are notified of check ins and check outs. To change this, click on the item type/patron category combination that you would like to stop notices for.</li>
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</ul>
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<p><strong>See the full documentation for Item Circulation Alerts in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/patscirc.html#itemcircalerts">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-bottom.inc' %]
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@ -7,14 +7,14 @@
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<p>The rules are applied from most specific to less specific, using the first found in this order:</p>
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<ul>
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<li>same library, same patron type, same item type</li>
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<li>same library, same patron type, all item type</li>
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<li>same library, all patron types, same item type</li>
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<li>same library, all patron types, all item types</li>
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<li>all libraries, same patron type, same item type</li>
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<li>all libraries, same patron type, all item types</li>
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<li>all libraries, all patron types, same item type</li>
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<li>all libraries, all patron types, all item types</li>
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<li>same library, same patron category, same item type</li>
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<li>same library, same patron category, all item type</li>
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<li>same library, all patron categories, same item type</li>
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<li>same library, all patron categories, all item types</li>
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<li>all libraries, same patron category, same item type</li>
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<li>all libraries, same patron category, all item types</li>
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<li>all libraries, all patron categories, same item type</li>
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<li>all libraries, all patron categories, all item types</li>
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</ul>
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<p>The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.</p>
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@ -28,7 +28,7 @@
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<p>If you are a single library system choose your branch name before creating rules (sometimes having only rules for the 'all libraries' option can cause issues with holds)</p>
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<p style="color: #990000;">Important: At the very least you will need to set a default circulation rule. This rule should be set for all item types, all libraries and all patron categories. That will catch all instances that do not match a specific rule. When checking out if you do not have a rule for all libraries, all item types and all patron types then you may see patrons getting blocked from placing holds. You will also want a rule for your specific library set for all item types and all patron types to avoid this holds issue. Koha needs to know what rule to fall back on.</p>
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<p style="color: #990000;">Important: At the very least you will need to set a default circulation rule. This rule should be set for all item types, all libraries and all patron categories. That will catch all instances that do not match a specific rule. When checking out if you do not have a rule for all libraries, all item types and all patron categories then you may see patrons getting blocked from placing holds. You will also want a rule for your specific library set for all item types and all patron categories to avoid this holds issue. Koha needs to know what rule to fall back on.</p>
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<h4>Default Circulation Rules</h4>
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@ -83,10 +83,10 @@
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<li>Don't allow: Will only allow patrons to choose next available</li>
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<li>Force: Will only allow patrons to choose an specific item</li>
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</ul></li>
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<li>Finally, if you charge a rental fee for the item type and want to give a specific patron type a discount on that fee, enter the percentage discount (without the % symbol) in the 'Rental Discount' field</li>
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<li>Finally, if you charge a rental fee for the item type and want to give a specific patron category a discount on that fee, enter the percentage discount (without the % symbol) in the 'Rental Discount' field</li>
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</ul>
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<p>When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron type and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.</p>
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<p>When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron category and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.</p>
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<p>To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.</p>
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@ -10,7 +10,7 @@
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<ul>
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<li>Fines will be charged based on your Circulation & Fines Rules</li>
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<li>Hold fees will be charged based on the rules you set in the Patron Types & Categories administration area</li>
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<li>Hold fees will be charged based on the rules you set for the patron category in administration</li>
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<li>Rental fees will be charged based on the settings in your Item Types administration area</li>
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<li>Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item</li>
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</ul>
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@ -21,4 +21,4 @@
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<p><strong>See the full documentation for Patron Fines in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/patroninformation.html#patronfines">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-bottom.inc' %]
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