[% IF humanbranch %] Defining circulation and fine rules for "[% Branches.GetName( humanbranch ) | html %]" [% ELSE %] Defining circulation and fine rules for all libraries [% END %]

The rules are applied from most specific to less specific, using the first found in this order:

same library, same patron category, same item type
same library, same patron category, all item types
same library, all patron categories, same item type
same library, all patron categories, all item types
default (all libraries), same patron category, same item type
default (all libraries), same patron category, all item types
default (all libraries), all patron categories, same item type
default (all libraries), all patron categories, all item types

Where an itemtype has a parent, the rule will display as "Parent->Child" and the number of current checkouts allowed will be limited to either the maximum for the parent (counting sibling types) or the specific rule's type, whichever is less.

To modify a rule, create a new one with the same patron category and item type.

[% UNLESS restricted_to_own_library %] [% IF ( definedbranch ) %] [% END %] [% END %]

[% IF Koha.Preference('UnseenRenewals') %] [% END %] [% IF Koha.Preference('ArticleRequests') %] [% END %] [% IF Koha.Preference('UseRecalls') %] [% END %] [% SET row_count = 0 %] [% FOREACH c IN categorycodes %] [% SET c = '' UNLESS c.defined %] [% FOREACH i IN itemtypes %] [% SET i = '' UNLESS i.defined %] [% SET note = all_rules.$c.$i.note %] [% SET maxissueqty = all_rules.$c.$i.maxissueqty %] [% SET maxonsiteissueqty = all_rules.$c.$i.maxonsiteissueqty %] [% SET issuelength = all_rules.$c.$i.issuelength %] [% SET daysmode = all_rules.$c.$i.daysmode %] [% SET lengthunit = all_rules.$c.$i.lengthunit %] [% SET hardduedate = all_rules.$c.$i.hardduedate %] [% SET hardduedatecompare = all_rules.$c.$i.hardduedatecompare %] [% SET fine = all_rules.$c.$i.fine %] [% SET chargeperiod = all_rules.$c.$i.chargeperiod %] [% SET chargeperiod_charge_at = all_rules.$c.$i.chargeperiod_charge_at %] [% SET firstremind = all_rules.$c.$i.firstremind %] [% SET overduefinescap = all_rules.$c.$i.overduefinescap %] [% SET cap_fine_to_replacement_price = all_rules.$c.$i.cap_fine_to_replacement_price %] [% SET finedays = all_rules.$c.$i.finedays %] [% SET maxsuspensiondays = all_rules.$c.$i.maxsuspensiondays %] [% SET suspension_chargeperiod = all_rules.$c.$i.suspension_chargeperiod %] [% SET renewalsallowed = all_rules.$c.$i.renewalsallowed %] [% SET unseenrenewalsallowed = all_rules.$c.$i.unseen_renewals_allowed %] [% SET renewalperiod = all_rules.$c.$i.renewalperiod %] [% SET norenewalbefore = all_rules.$c.$i.norenewalbefore %] [% SET auto_renew = all_rules.$c.$i.auto_renew %] [% SET no_auto_renewal_after = all_rules.$c.$i.no_auto_renewal_after %] [% SET no_auto_renewal_after_hard_limit = all_rules.$c.$i.no_auto_renewal_after_hard_limit %] [% SET reservesallowed = all_rules.$c.$i.reservesallowed %] [% SET holds_per_day = all_rules.$c.$i.holds_per_day %] [% SET holds_per_record = all_rules.$c.$i.holds_per_record %] [% SET onshelfholds = all_rules.$c.$i.onshelfholds %] [% SET opacitemholds = all_rules.$c.$i.opacitemholds %] [% SET article_requests = all_rules.$c.$i.article_requests %] [% SET rentaldiscount = all_rules.$c.$i.rentaldiscount %] [% SET decreaseloanholds = all_rules.$c.$i.decreaseloanholds %] [% SET recalls_allowed = all_rules.$c.$i.recalls_allowed %] [% SET recalls_per_record = all_rules.$c.$i.recalls_per_record %] [% SET on_shelf_recalls = all_rules.$c.$i.on_shelf_recalls %] [% SET recall_due_date_interval = all_rules.$c.$i.recall_due_date_interval %] [% SET recall_overdue_fine = all_rules.$c.$i.recall_overdue_fine %] [% SET recall_shelf_time = all_rules.$c.$i.recall_shelf_time %] [% SET show_rule = note || maxissueqty || maxonsiteissueqty || issuelength || daysmode || lengthunit || hardduedate || hardduedatecompare || fine || chargeperiod || chargeperiod_charge_at || firstremind || overduefinescap || cap_fine_to_replacement_price || finedays || maxsuspensiondays || suspension_chargeperiod || renewalsallowed || unseenrenewalsallowed || renewalperiod || norenewalbefore || auto_renew || no_auto_renewal_after || no_auto_renewal_after_hard_limit || reservesallowed || holds_per_day || holds_per_record || onshelfholds || opacitemholds || article_requests || rentaldiscount || decreaseloanholds || recalls_allowed || recalls_per_record || on_shelf_recalls || recall_due_date_interval || recall_overdue_fine || recall_shelf_time %] [% IF show_rule %] [% SET row_count = row_count + 1 %] [% IF Koha.Preference('UnseenRenewals') %] [% END %] [% IF Koha.Preference('ArticleRequests') %] [% END %] [% IF Koha.Preference('UseRecalls') %] [% END %] [% END %] [% END %] [% END %] [% IF Koha.Preference('UnseenRenewals') %] [% END %] [% IF Koha.Preference('ArticleRequests') %] [% END %] [% IF Koha.Preference('UseRecalls') %] [% END %] [% IF Koha.Preference('UnseenRenewals') %] [% END %] [% IF Koha.Preference('ArticleRequests') %] [% END %] [% IF Koha.Preference('UseRecalls') %] [% END %]

	Patron category		Item type	Actions	Note	Current checkouts allowed	Current on-site checkouts allowed	Loan period	Days mode	Unit	Hard due date	Decreased loan period for high holds (day)	Fine amount	Fine charging interval	When to charge	Fine grace period	Overdue fines cap (amount)	Cap fine at replacement price	Suspension in days (day)	Max. suspension duration (day)	Suspension charging interval	Renewals allowed (count)	Unseen renewals allowed (count)	Renewal period	No renewal before	Automatic renewal	No automatic renewal after	No automatic renewal after (hard limit)	Holds allowed (total)	Holds allowed (daily)	Holds per record (count)	On shelf holds allowed	OPAC item level holds	Article requests	Rental discount (%)	Recalls allowed (total)	Recalls per record (count)	On shelf recalls allowed	Recall due date interval (day)	Recall overdue fine amount	Recall pickup period (day)	Actions
[% IF ( c == undef ) %] 1 [% ELSE %] 0 [% END %]	[% IF c == undef %] All [% ELSE %] [% Categories.GetName(c) \| html %] [% END %]	[% IF ( i == undef ) %] 1 [% ELSE %] 0 [% END %]	[% IF i == undef %] All [% ELSE %] [% ItemTypes.GetDescription(i,1) \| html %] [% END %]	Edit Delete	[% IF note.defined && note != '' %] View note [% ELSE %] [% END %]	[% IF maxissueqty.defined && maxissueqty != '' %] [% maxissueqty \| html %] [% ELSE %] Unlimited [% END %]	[% IF maxonsiteissueqty.defined && maxonsiteissueqty != '' %] [% maxonsiteissueqty \| html %] [% ELSE %] Unlimited [% END %]	[% issuelength \| html %]	[% SWITCH daysmode %] [% CASE 'Calendar' %]Skip closed days [% CASE 'Datedue' %]Next open day [% CASE 'Days' %]Ignore the calendar [% CASE 'Dayweek' %]Same week day [% CASE %]Default [% END %]	[% IF ( lengthunit == 'days' ) %] Days [% ELSIF ( lengthunit == 'hours') %] Hours [% ELSE %] Undefined [% END %]	[% IF ( hardduedate ) %] [% IF ( hardduedatecompare == '-1' ) %] before [% hardduedate \| $KohaDates %] [% ELSIF ( hardduedatecompare == '0' ) %] on [% hardduedate \| $KohaDates %] [% ELSIF ( hardduedatecompare == '1' ) %] after [% hardduedate \| $KohaDates %] [% END %] [% ELSE %] None defined [% END %]	[% decreaseloanholds \| html %]	[% fine \| html %]	[% chargeperiod \| html %]	[% IF chargeperiod_charge_at %]Start of interval[% ELSE %]End of interval[% END %]	[% firstremind \| html %]	[% overduefinescap \| $Price %]	[% IF cap_fine_to_replacement_price %] [% ELSE %] [% END %]	[% finedays \| html %]	[% maxsuspensiondays \| html %]	[% suspension_chargeperiod \| html %]	[% renewalsallowed \| html %]	[% IF unseenrenewalsallowed.defined && unseenrenewalsallowed != '' %] [% unseenrenewalsallowed \| html %] [% ELSE %] Unlimited [% END %]	[% renewalperiod \| html %]	[% norenewalbefore \| html %]	[% IF auto_renew %] Yes [% ELSE %] No [% END %]	[% no_auto_renewal_after \| html %]	[% no_auto_renewal_after_hard_limit \| $KohaDates %]	[% IF reservesallowed.defined && reservesallowed != '' %] [% reservesallowed \| html %] [% ELSE %] Unlimited [% END %]	[% IF holds_per_day.defined && holds_per_day != '' %] [% holds_per_day \| html %] [% ELSE %] Unlimited [% END %]	[% IF holds_per_record.defined && holds_per_record != '' %] [% holds_per_record \| html %] [% ELSE %] Unlimited [% END %]	[% IF onshelfholds == 1 %] Yes [% ELSIF onshelfholds == 2 %] If all unavailable [% ELSE %] If any unavailable [% END %]	[% IF opacitemholds == 'F'%] Force [% ELSIF opacitemholds == 'Y'%] Allow [% ELSE %] Don't allow [% END %]	[% IF article_requests == 'no' %] No [% ELSIF article_requests == 'yes' %] Yes [% ELSIF article_requests == 'bib_only' %] Record only [% ELSIF article_requests == 'item_only' %] Item only [% END %]	[% rentaldiscount \| html %]	[% recalls_allowed \| html %]	[% recalls_per_record \| html %]	[% IF on_shelf_recalls == 'all' %] If all unavailable [% ELSE %] If any unavailable [% END %]	[% recall_due_date_interval \| html %]	[% recall_overdue_fine \| $Price %]	[% recall_shelf_time \| html %]	Edit Delete
2		0									[% INCLUDE 'date-format.inc' %]																	[% INCLUDE 'date-format.inc' %]
	Patron category		Item type		Note	Current checkouts allowed	Current on-site checkouts allowed	Loan period	Days mode	Unit	Hard due date	Decreased loan period for high holds (day)	Fine amount	Fine charging interval	Charge when?	Fine grace period	Overdue fines cap (amount)	Cap fine at replacement price	Suspension in days (day)	Max. suspension duration (day)	Suspension charging interval	Renewals allowed (count)	Unseen renewals allowed (count)	Renewal period	No renewal before	Automatic renewal	No automatic renewal after	No automatic renewal after (hard limit)	Holds allowed (total)	Holds allowed (daily)	Holds per record (count)	On shelf holds allowed	OPAC item level holds	Article requests	Rental discount (%)	Recalls allowed (total)	Recalls per record (count)	On shelf recalls allowed	Recall due date interval (day)	Recall overdue fine amount	Recall pickup period (day)

Default checkout, hold and return policy[% IF humanbranch %] for [% Branches.GetName( humanbranch ) | html %][% END %]

You can set a default maximum number of checkouts, hold policy and return policy that will be used if none is defined below for a particular item type or category.

[% SET patron_maxissueqty = CirculationRules.Search( current_branch, undef, undef, 'patron_maxissueqty', { want_rule => 1 } ) %] [% SET patron_maxonsiteissueqty = CirculationRules.Search( current_branch, undef, undef, 'patron_maxonsiteissueqty', { want_rule => 1 } ) %] [% SET rule_value = CirculationRules.Search( current_branch, undef , undef, 'max_holds', { want_rule => 1 } ) %] [% SET holdallowed = CirculationRules.Search( current_branch, undef, undef, 'holdallowed', { want_rule => 1 } ) %] [% SET hold_fulfillment_policy = CirculationRules.Search( current_branch, undef, undef, 'hold_fulfillment_policy', { want_rule => 1 }) %] [% SET returnbranch = CirculationRules.Search( current_branch, undef, undef, 'returnbranch', { want_rule => 1 }) %] [% SET default_checkout_hold_and_return_policy = ( patron_maxissueqty || patron_maxonsiteissueqty || rule_value || holdallowed || hold_fulfillment_policy || returnbranch ) %]

	Total current checkouts allowed	Total current on-site checkouts allowed	Maximum total holds allowed (count)	Hold policy	Hold pickup library match	Return policy	Actions
[% IF ( default_checkout_hold_and_return_policy ) %] Defaults [% ELSE %] Not set [% END %]							[% IF ( default_checkout_hold_and_return_policy ) %] Unset [% END %]

[% IF ( show_branch_cat_rule_form ) %]

[% IF humanbranch %]Checkout, hold policy by patron category for [% Branches.GetName( humanbranch ) | html %][% ELSE %]Default checkout, hold policy by patron category[% END %]

For this library, you can specify the maximum number of loans that a patron of a given category can make, regardless of the item type.

If the total amount loanable for a given patron category is left blank, no limit applies, except possibly for a limit you define for a specific item type.

[% FOREACH c IN categorycodes %] [% NEXT UNLESS c %] [% SET patron_maxissueqty = CirculationRules.Search( branchcode, c, undef, 'patron_maxissueqty' ) %] [% SET patron_maxonsiteissueqty = CirculationRules.Search( branchcode, c, undef, 'patron_maxonsiteissueqty' ) %] [% SET max_holds = CirculationRules.Search( branchcode, c, undef, 'max_holds' ) %] [% IF ( patron_maxissueqty.defined && patron_maxissueqty != '' ) || ( patron_maxonsiteissueqty.defined && patron_maxonsiteissueqty != '' ) || ( max_holds.defined && max_holds != '' ) %] [% END %] [% END %]

Patron category	Total current checkouts allowed	Total current on-site checkouts allowed	Total holds allowed
[% IF c == undef %] Default [% ELSE %] [% Categories.GetName(c) \| html %] [% END %]	[% IF patron_maxissueqty.defined && patron_maxissueqty != '' %] [% patron_maxissueqty \| html %] [% ELSE %] Unlimited [% END %]	[% IF patron_maxonsiteissueqty.defined && patron_maxonsiteissueqty != '' %] [% patron_maxonsiteissueqty \| html %] [% ELSE %] Unlimited [% END %]	[% IF max_holds.defined && max_holds != '' %] [% max_holds \| html %] [% ELSE %] Unlimited [% END %]	Delete

[% END %]

[% IF humanbranch %]

Waiting hold cancellation policy for [% Branches.GetName( humanbranch ) | html %]

[% ELSE %]

Default waiting hold cancellation policy

[% END %]

Specify if waiting holds can be cancelled for a given patron category.

[% FOREACH c IN categorycodes %] [% SET c = '*' UNLESS c.defined AND c != '' %] [% FOREACH i IN itemtypes %] [% SET i = '*' UNLESS i.defined AND i != '' %] [% SET waiting_hold_cancellation = CirculationRules.Search( current_branch, c, i, 'waiting_hold_cancellation' ) %] [% IF ( waiting_hold_cancellation.defined && waiting_hold_cancellation != '' ) %] [% END %] [% END %] [% END %]

Patron category	Item type	Cancellation allowed
[% IF c == '' %] All* [% ELSE %] [% Categories.GetName(c) \| html %] [% END %]	[% IF i == '' %] All* [% ELSE %] [% ItemTypes.GetDescription(i,1) \| html %] [% END %]	[% IF waiting_hold_cancellation %] Yes [% ELSE %] No [% END %]	Delete

[% IF Koha.Preference('ArticleRequests') %]

[% IF humanbranch %]

Daily open article requests limit for [% Branches.GetName( humanbranch ) | html %]

[% ELSE %]

Default open article requests limit

[% END %]

Specify the maximum number simultaneous current article requests a patron of a given category can have.

[% FOREACH c IN categorycodes %] [% NEXT UNLESS c %] [% SET open_article_requests_limit = CirculationRules.Search( branchcode, c, undef, 'open_article_requests_limit' ) %] [% IF ( open_article_requests_limit.defined && open_article_requests_limit != '' ) %] [% END %] [% END %]

Patron category	Total article requests
[% Categories.GetName(c) \| html %]	[% IF open_article_requests_limit.defined && open_article_requests_limit != '' %] [% open_article_requests_limit \| html %] [% ELSE %] Unlimited [% END %]	Delete

[% IF humanbranch %]

Article request fees for [% Branches.GetName( humanbranch ) | html %]

[% ELSE %]

Default article request fees

[% END %]

Specify the article request fee for a given patron category.

[% FOREACH c IN categorycodes %] [% SET c = '*' UNLESS c.defined AND c != '' %] [% SET article_request_fee = CirculationRules.Search( current_branch, c, undef, 'article_request_fee' ) %] [% IF ( article_request_fee.defined && article_request_fee != '' ) %] [% END %] [% END %]

Patron category	Fee
[% IF c == '' %] All* [% ELSE %] [% Categories.GetName(c) \| html %] [% END %]	[% IF article_request_fee.defined && article_request_fee != '' %] [% article_request_fee \| html %] [% ELSE %] 0 [% END %]	Delete

[% END %]

[% IF current_branch == '*' %]

Default lost item fee refund on return policy

[% ELSE %]

Lost item fee refund on return policy for [% Branches.GetName(current_branch) | html %]

[% END %]

Specify the default policy for lost item fees on return.

Refund lost item fee

[% IF humanbranch %]Holds policy by item type for [% Branches.GetName( humanbranch ) | html %][% ELSE %]Default holds policy by item type[% END %]

For this library, you can edit rules for given itemtypes, regardless of the patron's category.

Currently, this means hold policies. The various policies have the following effects:

From any library: Patrons from any library may put this item on hold. (default if none is defined)
From local hold group: Only patrons from libraries in the same item's home library hold groups may put this book on hold.
From home library: Only patrons from the item's home library may put this book on hold.
No holds allowed: No patron may put this book on hold.

Note: If the system preference 'AllowHoldPolicyOverride' is enabled, these policies can be overridden by your circulation staff.
Important: The policies are applied based on the ReservesControlBranch system preference which is set to [% Koha.Preference('ReservesControlBranch') | html %].

[% FOREACH i IN itemtypeloop %] [% SET holdallowed = CirculationRules.Search( branchcode, undef, i.itemtype, 'holdallowed' ) %] [% SET hold_fulfillment_policy = CirculationRules.Search( branchcode, undef, i.itemtype, 'hold_fulfillment_policy' ) %] [% SET returnbranch = CirculationRules.Search( branchcode, undef, i.itemtype, 'returnbranch' ) %] [% IF holdallowed || hold_fulfillment_policy || returnbranch %] [% END %] [% END %]

Item type	Hold policy	Hold pickup library match	Return policy
[% i.translated_description \| html %]	[% IF holdallowed == 'from_any_library' %] From any library [% ELSIF holdallowed == 'from_local_hold_group' %] From local hold group [% ELSIF holdallowed == 'from_home_library' %] From home library [% ELSE %] No holds allowed [% END %]	[% IF hold_fulfillment_policy == 'any' %] any library [% ELSIF hold_fulfillment_policy == 'homebranch' %] item's home library [% ELSIF hold_fulfillment_policy == 'holdgroup' %] item's hold group [% ELSIF hold_fulfillment_policy == 'patrongroup' %] patron's hold group [% ELSIF hold_fulfillment_policy == 'holdingbranch' %] item's holding library [% END %]	[% IF returnbranch == 'homebranch' %] Item returns home [% ELSIF returnbranch == 'holdingbranch' %] Item returns to issuing branch [% ELSIF returnbranch == 'noreturn' %] Item floats [% END %]	Delete