Owen Leonard
f2da059165
Correcting capitalization in Administration help templates Signed-off-by: Katrin Fischer <Katrin.Fischer.83@web.de>
90 lines
6.5 KiB
Text
90 lines
6.5 KiB
Text
[% INCLUDE 'help-top.inc' %]
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<h1>Circulation and fines rules</h1>
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<p>These rules define how your items are circulated, how/when fines are calculated and how holds are handled.</p>
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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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</ul>
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<p style="background-color: #ffe599;">Tip: If you are a single library system choose your library 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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<h2>Default circulation rules</h2>
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<p>Using the issuing rules matrix you can define rules that depend on patron/item type combos. To set your rules, choose a library from the pull down (or 'all libraries' if you want to apply these rules to all libraries):</p>
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<p>From the matrix you can choose any combination of patron categories and item types to apply the rules to</p>
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<ul>
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<li>First choose which patron category you'd like the rule to be applied to. If you leave this to 'All' it will apply to all patron categories</li>
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<li>Choose the 'Item Type' you would like this rule to apply to. If you leave this to 'All' it will apply to all item types</li>
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<li>Limit the number of items a patron can have checked out at the same time by entering a number in the 'Current Checkouts Allowed' field</li>
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<li>Define the period of time and item can be checked out to a patron by entering the number of days in the 'Loan Period' box.</li>
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<li>You can also define a hard due date for a specific patron category and item type. A hard due date ignores your usual circulation rules and makes it so that all items of the type defined are due on, before or after the date you specify.</li>
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<li>'Fine Amount' should have the amount you would like to charge for overdue items</li>
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<ul>
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<li>Important: Enter only numbers and decimal points (no currency symbols).</li>
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</ul>
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<li>The 'Fine grace period' is the period of time an item can be overdue before you start charging fines.</li>
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<li>Enter the 'Fine charging interval' in days (ex. charge fines every 1 day, or every 2 days)</li>
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<li>If your library 'fines' patrons by suspending their account you can enter the number of days their fine should be suspended in the 'Suspension in days' field</li>
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<li>Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the 'Renewals allowed' box</li>
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<li>If the patron can place holds on this item type, enter the total numbers of items (of this type) that can be put on hold in the 'Holds allowed' 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 type 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>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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<p>After choosing to clone you will be presented with a confirmation message.</p>
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<h2>Default checkouts and hold policy</h2>
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<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>
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<p>From this menu you can set a default to apply to all item types and patrons in the library.</p>
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<ul>
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<li>In 'Total current checkouts allowed' enter the total number of items patrons can have checked out at one time</li>
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<li>Control where patrons can place holds from using the 'Hold policy' menu</li>
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<ul>
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<li>From any library: Patrons from any library may put this item on hold. (default if none is defined)</li>
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<li>From home library: Only patrons from the item's home library may put this book on hold.</li>
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<li>No holds allowed: No patron may put this book on hold.</li>
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</ul>
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<li>Once your policy is set, you can unset it by clicking the 'Unset' link to the right of the rule</li>
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</ul>
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<h2>Checkouts per patron</h2>
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<p>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.</p>
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<p style="background-color: #ffe599;">Tip: 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.</p>
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<h2>Item hold policies</h2>
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<p>For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies.</p>
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<p>The various policies have the following effects:</p>
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<ul>
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<li>From any library: Patrons from any library may put this item on hold. (default if none is defined)</li>
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<li>From home library: Only patrons from the item's home library may put this book on hold.</li>
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<li>No holds allowed: No patron may put this book on hold.</li>
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</ul>
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<p style="color: #990000;">Important: Note that if the system preference AllowHoldPolicyOverride set to 'allow', these policies can be overridden by your circulation staff.</p>
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<p style="color: #990000;">Important: These policies are based on the patron's home library, not the library that the reserving staff member is from.</p>
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<p><strong>See the full documentation for circulation and fine rules in the <a href="http://manual.koha-community.org/3.6/en/patscirc.html#circfinerules">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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