1 <!-- TMPL_INCLUDE NAME="doc-head-open.inc" -->
2 <title>Koha › Administration › Issuing Rules</title>
3 <!-- TMPL_INCLUDE NAME="doc-head-close.inc" -->
5 <script type="text/javascript">
7 $(document).ready(function() {
8 $('#selectlibrary').find("input:submit").hide();
9 $('#branch').change(function() {
10 $('#selectlibrary').submit();
18 <!-- TMPL_INCLUDE NAME="header.inc" -->
19 <!-- TMPL_INCLUDE NAME="cat-search.inc" -->
21 <div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> › <a href="/cgi-bin/koha/admin/admin-home.pl">Administration</a> › Issuing Rules</div>
23 <div id="doc3" class="yui-t1">
28 <h1 class="parameters">
29 <!-- TMPL_IF NAME="humanbranch" -->
30 Defining issuing rules for "<!-- TMPL_VAR NAME="humanbranch" -->"
32 Defining default issuing rules
36 <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
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>
47 <p>To modify a rule, create a new one with the same patron type and item type.</p>
50 <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
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 -->
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>
62 <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
63 <input type="hidden" name="op" value="add" />
66 <th>Patron Category</th>
68 <th>Current Checkouts Allowed</th>
69 <th>Loan Period (day)</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>
79 <!-- TMPL_LOOP NAME="rules" -->
80 <!-- TMPL_UNLESS NAME="__odd__" -->
81 <tr class="highlight">
85 <td><!-- TMPL_IF NAME="default_humancategorycode" -->
88 <!-- TMPL_VAR NAME="humancategorycode" -->
91 <td><!-- TMPL_IF NAME="default_humanitemtype" -->
94 <!-- TMPL_VAR NAME="humanitemtype" -->
97 <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
100 <!-- TMPL_VAR NAME="maxissueqty" -->
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>
112 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete&itemtype=<!-- TMPL_VAR NAME="itemtype" -->&categorycode=<!-- TMPL_VAR NAME="categorycode" -->&branch=<!-- TMPL_VAR NAME="branch" -->">Delete</a>
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>
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>
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>
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>
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" -->"/>
158 <th>Total Current Checkouts Allowed</th>
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>
167 <select name="holdallowed">
168 <!-- TMPL_IF NAME="default_holdallowed_any" -->
169 <option value="2" selected="selected">
175 <!-- TMPL_IF NAME="default_holdallowed_same" -->
176 <option value="1" selected="selected">
182 <!-- TMPL_IF NAME="default_holdallowed_none" -->
183 <option value="0" selected="selected">
191 <td><input type="submit" value="Save" class="submit" /></td>
193 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&categorycode=*&branch=<!-- TMPL_VAR NAME="branch" -->">Unset</a>
199 <!-- TMPL_IF NAME="show_branch_cat_rule_form" -->
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.
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.
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" -->"/>
214 <th>Patron Category</th>
215 <th>Total Current Checkouts Allowed</th>
218 <!-- TMPL_LOOP NAME="branch_cat_rule_loop" -->
219 <!-- TMPL_UNLESS NAME="__odd__" -->
220 <tr class="highlight">
223 <!-- /TMPL_UNLESS -->
224 <td><!-- TMPL_IF NAME="default_humancategorycode" -->
227 <!-- TMPL_VAR NAME="humancategorycode" -->
230 <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
233 <!-- TMPL_VAR NAME="maxissueqty" -->
237 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&categorycode=<!-- TMPL_VAR NAME="categorycode" -->&branch=<!-- TMPL_VAR NAME="branch" -->">Delete</a>
243 <select name="categorycode">
244 <!-- TMPL_LOOP NAME="categoryloop" -->
245 <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
249 <td><input name="maxissueqty" size="3" /></td>
250 <td><input type="submit" value="Add" class="submit" /></td>
258 For this library, you can edit rules for given itemtypes, regardless
259 of the patron's category.
262 Currently, this means hold policies.
263 The various policies have the following effects:
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>
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.
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" -->"/>
288 <!-- TMPL_LOOP NAME="branch_item_rule_loop" -->
289 <!-- TMPL_UNLESS NAME="__odd__" -->
290 <tr class="highlight">
293 <!-- /TMPL_UNLESS -->
294 <td><!-- TMPL_IF NAME="default_humanitemtype" -->
297 <!-- TMPL_VAR NAME="humanitemtype" -->
300 <td><!-- TMPL_IF NAME="holdallowed_any" -->
302 <!-- TMPL_ELSIF NAME="holdallowed_same" -->
309 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-item&itemtype=<!-- TMPL_VAR NAME="itemtype" -->&branch=<!-- TMPL_VAR NAME="branch" -->">Delete</a>
315 <select name="itemtype">
316 <!-- TMPL_LOOP NAME="itemtypeloop" -->
317 <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
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>
328 <td><input type="submit" value="Add" class="submit" /></td>
337 <!-- TMPL_INCLUDE NAME="admin-menu.inc" -->
340 <!-- TMPL_INCLUDE NAME="intranet-bottom.inc" -->