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 default circulation and fine rules
  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, default item type</li>
  40             <li>same library, default patron type, same item type</li>
  41             <li>same library, default patron type, default item type</li>
  42             <li>default library, same patron type, same item type</li>
  43             <li>default library, same patron type, default item type</li>
  44             <li>default library, default patron type, same item type</li>
  45             <li>default library, default patron type, default item type</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="*">Default</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 for="tobranch"><strong>Clone these rules to:</strong></label> <input type="hidden" name="frombranch" value="<!-- TMPL_VAR NAME="branch" -->" />
  60             <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>
  61
  62         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
  63             <input type="hidden" name="op" value="add" />
  64             <table>
  65             <tr>
  66                 <th>Patron Category</th>
  67                 <th>Item Type</th>
  68                 <th>Current Checkouts Allowed</th>
  69                 <th>Loan Period (day)</th>
  70                 <th>Fine Amount</th>
  71                 <th>Fine Charging Interval</th>
  72                 <th>Fine Grace period (day)</th>
  73                 <th>Suspension in Days (day)</th>
  74                 <th>Renewals Allowed (count)</th>
  75                 <th>Holds Allowed (count)</th>
  76                         <th>Rental Discount (%)</th>
  77                                 <th>&nbsp;</th>
  78             </tr>
  79                                 <!-- TMPL_LOOP NAME="rules" -->
  80                                         <!-- TMPL_UNLESS NAME="__odd__" -->
  81                                         <tr class="highlight">
  82                                         <!-- TMPL_ELSE -->
  83                                         <tr>
  84                                         <!-- /TMPL_UNLESS -->
  85                                                         <td><!-- TMPL_IF NAME="default_humancategorycode" -->
  86                                                                         <em>Default</em>
  87                                                                 <!-- TMPL_ELSE -->
  88                                                                         <!-- TMPL_VAR NAME="humancategorycode" -->
  89                                                                 <!-- /TMPL_IF -->
  90                                                         </td>
  91                                                         <td><!-- TMPL_IF NAME="default_humanitemtype" -->
  92                                                                         <em>Default</em>
  93                                                                 <!-- TMPL_ELSE -->
  94                                                                         <!-- TMPL_VAR NAME="humanitemtype" -->
  95                                                                 <!-- /TMPL_IF -->
  96                                                         </td>
  97                                                         <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
  98                                                                         Unlimited
  99                                                                 <!-- TMPL_ELSE -->
 100                                                                         <!-- TMPL_VAR NAME="maxissueqty" -->
 101                                                                 <!-- /TMPL_IF -->
 102                                                         </td>
 103                                                         <td><!-- TMPL_VAR NAME="issuelength" --></td>
 104                                                         <td><!-- TMPL_VAR NAME="fine" --></td>
 105                                                         <td><!-- TMPL_VAR NAME="chargeperiod" --></td>
 106                                                         <td><!-- TMPL_VAR NAME="firstremind" --></td>
 107                                                         <td><!-- TMPL_VAR NAME="finedays" --></td>
 108                                                         <td><!-- TMPL_VAR NAME="renewalsallowed" --></td>
 109                                                         <td><!-- TMPL_VAR NAME="reservesallowed" --></td>
 110                                                         <td><!-- TMPL_VAR NAME="rentaldiscount" --></td>
 111                                                         <td>
 112                                                                 <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="branch" -->">Delete</a>
 113                                                         </td>
 114                         </tr>
 115                 <!-- /TMPL_LOOP -->
 116                 <tr>
 117                     <td>
 118                         <select name="categorycode">
 119                             <option value="*">Default</option>
 120                         <!-- TMPL_LOOP NAME="categoryloop" -->
 121                             <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
 122                         <!-- /TMPL_LOOP -->
 123                         </select>
 124                     </td>
 125                     <td>
 126                         <select name="itemtype" style="width:13em;">
 127                             <option value="*">Default</option>
 128                         <!-- TMPL_LOOP NAME="itemtypeloop" -->
 129                             <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
 130                         <!-- /TMPL_LOOP -->
 131                         </select>
 132                     </td>
 133                     <td><input name="maxissueqty" size="3" /></td>
 134                     <td><input name="issuelength" size="3" /> </td>
 135                     <td><input name="fine" size="4" /></td>
 136                     <td><input name="chargeperiod" size="2" /></td>
 137                     <td><input name="firstremind" size="2" /> </td>
 138                     <td><input name="finedays" size="3" /> </td>
 139                     <td><input name="renewalsallowed" size="2" /></td>
 140                     <td><input name="reservesallowed" size="2" /></td>
 141                     <td><input name="rentaldiscount" size="2" /></td>
 142                     <td><input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/><input type="submit" value="Add" class="submit" /></td>
 143                 </tr>
 144             </table>
 145         </form>
 146     </div>
 147     <div class="help">
 148         <h4>Defaults for this library</h4>
 149         <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>
 150     </div>
 151     <div>
 152         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 153             <input type="hidden" name="op" value="set-branch-defaults" />
 154             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/>
 155             <table>
 156                 <tr>
 157                     <th>&nbsp;</th>
 158                     <th>Total Current Checkouts Allowed</th>
 159                     <th>Hold Policy</th>
 160                     <th>&nbsp;</th>
 161                     <th>&nbsp;</th>
 162                 </tr>
 163                 <tr>
 164                     <td><em>Defaults<!-- TMPL_UNLESS NAME="default_rules" --> (not set)<!-- /TMPL_IF --></em></td>
 165                     <td><input type="text" name="maxissueqty" size="3" value="<!-- TMPL_VAR NAME="default_maxissueqty" -->"/></td>
 166                     <td>
 167                         <select name="holdallowed">
 168                             <!-- TMPL_IF NAME="default_holdallowed_any" -->
 169                             <option value="2" selected="selected">
 170                             <!-- TMPL_ELSE -->
 171                             <option value="2">
 172                             <!-- /TMPL_IF -->
 173                                 From Any Library
 174                             </option>
 175                             <!-- TMPL_IF NAME="default_holdallowed_same" -->
 176                             <option value="1" selected="selected">
 177                             <!-- TMPL_ELSE -->
 178                             <option value="1">
 179                             <!-- /TMPL_IF -->
 180                                 From Home Library
 181                             </option>
 182                             <!-- TMPL_IF NAME="default_holdallowed_none" -->
 183                             <option value="0" selected="selected">
 184                             <!-- TMPL_ELSE -->
 185                             <option value="0">
 186                             <!-- /TMPL_IF -->
 187                                 No Holds Allowed
 188                             </option>
 189                         </select>
 190                     </td>
 191                     <td><input type="submit" value="Save" class="submit" /></td>
 192                     <td>
 193                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=<!-- TMPL_VAR NAME="branch" -->">Unset</a>
 194                     </td>
 195                 </tr>
 196             </table>
 197         </form>
 198     </div>
 199     <!-- TMPL_IF NAME="show_branch_cat_rule_form" -->
 200     <div class="help">
 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     </div>
 208     <div>
 209         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 210             <input type="hidden" name="op" value="add-branch-cat" />
 211             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/>
 212             <table>
 213                 <tr>
 214                     <th>Patron Category</th>
 215                     <th>Total Current Checkouts Allowed</th>
 216                     <th>&nbsp;</th>
 217                 </tr>
 218                 <!-- TMPL_LOOP NAME="branch_cat_rule_loop" -->
 219                     <!-- TMPL_UNLESS NAME="__odd__" -->
 220                     <tr class="highlight">
 221                     <!-- TMPL_ELSE -->
 222                     <tr>
 223                     <!-- /TMPL_UNLESS -->
 224                         <td><!-- TMPL_IF NAME="default_humancategorycode" -->
 225                                 <em>Default</em>
 226                             <!-- TMPL_ELSE -->
 227                                 <!-- TMPL_VAR NAME="humancategorycode" -->
 228                             <!-- /TMPL_IF -->
 229                         </td>
 230                         <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
 231                                 Unlimited
 232                             <!-- TMPL_ELSE -->
 233                                 <!-- TMPL_VAR NAME="maxissueqty" -->
 234                             <!-- /TMPL_IF -->
 235                         </td>
 236                         <td>
 237                             <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="branch" -->">Delete</a>
 238                         </td>
 239                     </tr>
 240                 <!-- /TMPL_LOOP -->
 241                 <tr>
 242                     <td>
 243                         <select name="categorycode">
 244                         <!-- TMPL_LOOP NAME="categoryloop" -->
 245                             <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
 246                         <!-- /TMPL_LOOP -->
 247                         </select>
 248                     </td>
 249                     <td><input name="maxissueqty" size="3" /></td>
 250                     <td><input type="submit" value="Add" class="submit" /></td>
 251                 </tr>
 252             </table>
 253         </form>
 254     </div>
 255     <!-- /TMPL_IF -->
 256     <div class="help">
 257         <p>
 258             For this library, you can edit rules for given itemtypes, regardless
 259             of the patron's category.
 260         </p>
 261         <p>
 262             Currently, this means hold policies.
 263             The various policies have the following effects:
 264         </p>
 265         <ul>
 266             <li><strong>From Any Library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 267             <li><strong>From Home Library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 268             <li><strong>No Holds Allowed:</strong> No patron may put this book on hold.</li>
 269         </ul>
 270         <p>
 271             Note that if the system preference
 272             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 273             be overridden by your circulation staff. Also, these policies are
 274             based on the patron's home branch, <em>not</em> the branch that
 275             the reserving staff member is from.
 276         </p>
 277     </div>
 278     <div>
 279         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 280             <input type="hidden" name="op" value="add-branch-item" />
 281             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/>
 282             <table>
 283                 <tr>
 284                     <th>Item Type</th>
 285                     <th>Hold Policy</th>
 286                     <th>&nbsp;</th>
 287                 </tr>
 288                 <!-- TMPL_LOOP NAME="branch_item_rule_loop" -->
 289                     <!-- TMPL_UNLESS NAME="__odd__" -->
 290                     <tr class="highlight">
 291                     <!-- TMPL_ELSE -->
 292                     <tr>
 293                     <!-- /TMPL_UNLESS -->
 294                         <td><!-- TMPL_IF NAME="default_humanitemtype" -->
 295                                 <em>Default</em>
 296                             <!-- TMPL_ELSE -->
 297                                 <!-- TMPL_VAR NAME="humanitemtype" -->
 298                             <!-- /TMPL_IF -->
 299                         </td>
 300                         <td><!-- TMPL_IF NAME="holdallowed_any" -->
 301                                 From Any Library
 302                             <!-- TMPL_ELSIF NAME="holdallowed_same" -->
 303                                 From Home Library
 304                             <!-- TMPL_ELSE -->
 305                                 No Holds Allowed
 306                             <!-- /TMPL_IF -->
 307                         </td>
 308                         <td>
 309                             <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="branch" -->">Delete</a>
 310                         </td>
 311                     </tr>
 312                 <!-- /TMPL_LOOP -->
 313                 <tr>
 314                     <td>
 315                         <select name="itemtype">
 316                         <!-- TMPL_LOOP NAME="itemtypeloop" -->
 317                             <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
 318                         <!-- /TMPL_LOOP -->
 319                         </select>
 320                     </td>
 321                     <td>
 322                         <select name="holdallowed">
 323                             <option value="2">From Any Library</option>
 324                             <option value="1">From Home Library</option>
 325                             <option value="0">No Holds Allowed</option>
 326                         </select>
 327                     </td>
 328                     <td><input type="submit" value="Add" class="submit" /></td>
 329                 </tr>
 330             </table>
 331         </form>
 332     </div>
 333 </div>
 334
 335 </div>
 336 <div class="yui-b">
 337 <!-- TMPL_INCLUDE NAME="admin-menu.inc" -->
 338 </div>
 339 </div>
 340 <!-- TMPL_INCLUDE NAME="intranet-bottom.inc" -->