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 <!-- Enable Calendar system -->
  16 <link rel="stylesheet" type="text/css" href="<!-- TMPL_VAR name="themelang" -->/lib/calendar/calendar-system.css" />
  17 <script type="text/javascript" src="<!-- TMPL_VAR name="themelang" -->/lib/calendar/calendar.js"></script>
  18 <script type="text/javascript" src="<!-- TMPL_VAR name="themelang" -->/lib/calendar/calendar-en.js"></script>
  19 <script type="text/javascript" src="<!-- TMPL_VAR name="themelang" -->/lib/calendar/calendar-setup.js"></script>
  20 <!-- End Calendar system additions -->
  21 </head>
  22 <body>
  23 <!-- TMPL_INCLUDE NAME="header.inc" -->
  24 <!-- TMPL_INCLUDE NAME="cat-search.inc" -->
  25
  26 <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>
  27
  28 <div id="doc3" class="yui-t1">
  29
  30 <div id="bd">
  31     <div id="yui-main">
  32     <div class="yui-b">
  33     <h1 class="parameters">
  34         <!-- TMPL_IF NAME="humanbranch" -->
  35             Defining circulation and fine rules for "<!-- TMPL_VAR NAME="humanbranch" -->"
  36         <!-- TMPL_ELSE -->
  37             Defining circulation and fine rules for all libraries
  38         <!-- /TMPL_IF -->
  39     </h1>
  40     <div class="help">
  41         <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
  42         <ul>
  43             <li>same library, same patron type, same item type</li>
  44             <li>same library, same patron type, all item types</li>
  45             <li>same library, all patron types, same item type</li>
  46             <li>same library, all patron types, all item types</li>
  47             <li>all libraries, same patron type, same item type</li>
  48             <li>all libraries, same patron type, all item types</li>
  49             <li>all libraries, all patron types, same item type</li>
  50             <li>all libraries, all patron types, all item types</li>
  51         </ul>
  52         <p>To modify a rule, create a new one with the same patron type and item type.</p>
  53     </div>
  54     <div>
  55         <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
  56         Select a library :
  57             <select name="branch" id="branch" style="width:20em;">
  58                 <option value="*">All libraries</option>
  59             <!-- TMPL_LOOP NAME="branchloop" -->
  60                                 <!-- 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 -->
  61             <!-- /TMPL_LOOP -->
  62             </select>
  63         </form>
  64 <!-- TMPL_IF Name="definedbranch" --><form action="/cgi-bin/koha/admin/clone-rules.pl" method="post"><label
  65 for="tobranch"><strong>Clone these rules to:</strong></label> <input type="hidden" name="frombranch" value="<!-- TMPL_VAR NAME="current_branch" -->" />
  66             <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>
  67
  68         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
  69             <input type="hidden" name="op" value="add" />
  70             <table>
  71             <tr>
  72                 <th>Patron Category</th>
  73                 <th>Item Type</th>
  74                 <th>Current Checkouts Allowed</th>
  75                 <th>Loan Period (day)</th>
  76                 <th>Hard Due Date</th>
  77                 <th>Fine Amount</th>
  78                 <th>Fine Charging Interval</th>
  79                 <th>Fine Grace period (day)</th>
  80                 <th>Suspension in Days (day)</th>
  81                 <th>Renewals Allowed (count)</th>
  82                 <th>Holds Allowed (count)</th>
  83                         <th>Rental Discount (%)</th>
  84                                 <th>&nbsp;</th>
  85             </tr>
  86                                 <!-- TMPL_LOOP NAME="rules" -->
  87                                         <!-- TMPL_UNLESS NAME="__odd__" -->
  88                                         <tr class="highlight">
  89                                         <!-- TMPL_ELSE -->
  90                                         <tr>
  91                                         <!-- /TMPL_UNLESS -->
  92                                                         <td><!-- TMPL_IF NAME="default_humancategorycode" -->
  93                                                                         <em>All</em>
  94                                                                 <!-- TMPL_ELSE -->
  95                                                                         <!-- TMPL_VAR NAME="humancategorycode" -->
  96                                                                 <!-- /TMPL_IF -->
  97                                                         </td>
  98                                                         <td><!-- TMPL_IF NAME="default_humanitemtype" -->
  99                                                                         <em>All</em>
 100                                                                 <!-- TMPL_ELSE -->
 101                                                                         <!-- TMPL_VAR NAME="humanitemtype" -->
 102                                                                 <!-- /TMPL_IF -->
 103                                                         </td>
 104                                                         <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
 105                                                                         Unlimited
 106                                                                 <!-- TMPL_ELSE -->
 107                                                                         <!-- TMPL_VAR NAME="maxissueqty" -->
 108                                                                 <!-- /TMPL_IF -->
 109                                                         </td>
 110                                                         <td><!-- TMPL_VAR NAME="issuelength" --></td>
 111                                                         <td><!-- TMPL_IF NAME="hardduedate" -->
 112                                                                <!-- TMPL_IF NAME="hardduedatebefore" -->before <!-- TMPL_VAR NAME="hardduedate" --></td>
 113                                                                <!-- TMPL_ELSE --><!-- TMPL_IF NAME="hardduedateexact" -->on <!-- TMPL_VAR NAME="hardduedate" --></td>
 114                                                                                  <!-- TMPL_ELSE --><!-- TMPL_IF NAME="hardduedateafter" -->after <!-- TMPL_VAR NAME="hardduedate" --></td><!-- /TMPL_IF -->
 115                                                                                  <!-- /TMPL_IF -->
 116                                                                <!-- /TMPL_IF -->
 117                                                             <!-- TMPL_ELSE -->None defined<!-- /TMPL_IF -->
 118                                                         <td><!-- TMPL_VAR NAME="fine" --></td>
 119                                                         <td><!-- TMPL_VAR NAME="chargeperiod" --></td>
 120                                                         <td><!-- TMPL_VAR NAME="firstremind" --></td>
 121                                                         <td><!-- TMPL_VAR NAME="finedays" --></td>
 122                                                         <td><!-- TMPL_VAR NAME="renewalsallowed" --></td>
 123                                                         <td><!-- TMPL_VAR NAME="reservesallowed" --></td>
 124                                                         <td><!-- TMPL_VAR NAME="rentaldiscount" --></td>
 125                                                         <td>
 126                                                                 <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="current_branch" -->">Delete</a>
 127                                                         </td>
 128                         </tr>
 129                 <!-- /TMPL_LOOP -->
 130                 <tr>
 131                     <td>
 132                         <select name="categorycode">
 133                             <option value="*">All</option>
 134                         <!-- TMPL_LOOP NAME="categoryloop" -->
 135                             <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
 136                         <!-- /TMPL_LOOP -->
 137                         </select>
 138                     </td>
 139                     <td>
 140                         <select name="itemtype" style="width:13em;">
 141                             <option value="*">All</option>
 142                         <!-- TMPL_LOOP NAME="itemtypeloop" -->
 143                             <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
 144                         <!-- /TMPL_LOOP -->
 145                         </select>
 146                     </td>
 147                     <td><input name="maxissueqty" size="3" /></td>
 148                     <td><input name="issuelength" size="3" /> </td>
 149                     <td><select name="hardduedatecompare">
 150                            <option value="-1">Before</option>
 151                            <option value="0">Exactly on</option>
 152                            <option value="1">After</option>
 153                         </select>
 154                         <input type="text" size="10" id="hardduedate" name="hardduedate" value="<!-- TMPL_VAR NAME="hardduedate" -->" />
 155                         <!-- TMPL_INCLUDE NAME="date-format.inc" -->
 156                         <img src="<!-- TMPL_VAR Name="themelang" -->/lib/calendar/cal.gif" alt="Show Calendar"  border="0" id="CalendarDueDate" style="cursor: pointer;"/>
 157                         <script language="JavaScript" type="text/javascript">
 158                              function refocus(calendar) {
 159                                  document.getElementById('hardduedate').focus();
 160                                  calendar.hide();
 161                              };
 162                              Calendar.setup(
 163                              {
 164                              inputField : "hardduedate",
 165                              ifFormat : "%m/%d/%Y",
 166                              button : "CalendarDueDate",
 167                              onClose: refocus
 168                              }
 169                              );
 170                  </script>
 171                     </td>
 172                     <td><input name="fine" size="4" /></td>
 173                     <td><input name="chargeperiod" size="2" /></td>
 174                     <td><input name="firstremind" size="2" /> </td>
 175                     <td><input name="finedays" size="3" /> </td>
 176                     <td><input name="renewalsallowed" size="2" /></td>
 177                     <td><input name="reservesallowed" size="2" /></td>
 178                     <td><input name="rentaldiscount" size="2" /></td>
 179                     <td><input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="current_branch" -->"/><input type="submit" value="Add" class="submit" /></td>
 180                 </tr>
 181             </table>
 182         </form>
 183     </div>
 184     <div id="defaults-for-this-library" class="container">
 185     <h3>Default checkout and hold policy for <!-- TMPL_IF NAME="humanbranch" --><!-- TMPL_VAR NAME="humanbranch" --><!-- TMPL_ELSE -->all libraries<!-- /TMPL_IF --></h3>
 186         <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>
 187         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 188             <input type="hidden" name="op" value="set-branch-defaults" />
 189             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="current_branch" -->"/>
 190             <table>
 191                 <tr>
 192                     <th>&nbsp;</th>
 193                     <th>Total Current Checkouts Allowed</th>
 194                     <th>Hold Policy</th>
 195                     <th>&nbsp;</th>
 196                     <th>&nbsp;</th>
 197                 </tr>
 198                 <tr>
 199                     <td><em>Defaults<!-- TMPL_UNLESS NAME="default_rules" --> (not set)<!-- /TMPL_IF --></em></td>
 200                     <td><input type="text" name="maxissueqty" size="3" value="<!-- TMPL_VAR NAME="default_maxissueqty" -->"/></td>
 201                     <td>
 202                         <select name="holdallowed">
 203                             <!-- TMPL_IF NAME="default_holdallowed_any" -->
 204                             <option value="2" selected="selected">
 205                             <!-- TMPL_ELSE -->
 206                             <option value="2">
 207                             <!-- /TMPL_IF -->
 208                                 From Any Library
 209                             </option>
 210                             <!-- TMPL_IF NAME="default_holdallowed_same" -->
 211                             <option value="1" selected="selected">
 212                             <!-- TMPL_ELSE -->
 213                             <option value="1">
 214                             <!-- /TMPL_IF -->
 215                                 From Home Library
 216                             </option>
 217                             <!-- TMPL_IF NAME="default_holdallowed_none" -->
 218                             <option value="0" selected="selected">
 219                             <!-- TMPL_ELSE -->
 220                             <option value="0">
 221                             <!-- /TMPL_IF -->
 222                                 No Holds Allowed
 223                             </option>
 224                         </select>
 225                     </td>
 226                     <td><input type="submit" value="Save" class="submit" /></td>
 227                     <td>
 228                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=<!-- TMPL_VAR NAME="current_branch" -->">Unset</a>
 229                     </td>
 230                 </tr>
 231             </table>
 232         </form>
 233     </div>
 234     <!-- TMPL_IF NAME="show_branch_cat_rule_form" -->
 235     <div id="holds-policy-by-patron-category" class="container">
 236     <h3>Checkout limit by patron category for <!-- TMPL_IF NAME="humanbranch" --><!-- TMPL_VAR NAME="humanbranch" --><!-- TMPL_ELSE -->all libraries<!-- /TMPL_IF --></h3>
 237         <p>For this library, you can specify the maximum number of loans that
 238             a patron of a given category can make, regardless of the item type.
 239         </p>
 240         <p>If the total amount loanable for a given patron category is left blank,
 241            no limit applies, except possibly for a limit you define for a specific item type.
 242         </p>
 243         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 244             <input type="hidden" name="op" value="add-branch-cat" />
 245             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="current_branch" -->"/>
 246             <table>
 247                 <tr>
 248                     <th>Patron Category</th>
 249                     <th>Total Current Checkouts Allowed</th>
 250                     <th>&nbsp;</th>
 251                 </tr>
 252                 <!-- TMPL_LOOP NAME="branch_cat_rule_loop" -->
 253                     <!-- TMPL_UNLESS NAME="__odd__" -->
 254                     <tr class="highlight">
 255                     <!-- TMPL_ELSE -->
 256                     <tr>
 257                     <!-- /TMPL_UNLESS -->
 258                         <td><!-- TMPL_IF NAME="default_humancategorycode" -->
 259                                 <em>Default</em>
 260                             <!-- TMPL_ELSE -->
 261                                 <!-- TMPL_VAR NAME="humancategorycode" -->
 262                             <!-- /TMPL_IF -->
 263                         </td>
 264                         <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
 265                                 Unlimited
 266                             <!-- TMPL_ELSE -->
 267                                 <!-- TMPL_VAR NAME="maxissueqty" -->
 268                             <!-- /TMPL_IF -->
 269                         </td>
 270                         <td>
 271                             <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="current_branch" -->">Delete</a>
 272                         </td>
 273                     </tr>
 274                 <!-- /TMPL_LOOP -->
 275                 <tr>
 276                     <td>
 277                         <select name="categorycode">
 278                         <!-- TMPL_LOOP NAME="categoryloop" -->
 279                             <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
 280                         <!-- /TMPL_LOOP -->
 281                         </select>
 282                     </td>
 283                     <td><input name="maxissueqty" size="3" /></td>
 284                     <td><input type="submit" value="Add" class="submit" /></td>
 285                 </tr>
 286             </table>
 287         </form>
 288     </div>
 289     <!-- /TMPL_IF -->
 290     <div id="holds-policy-by-item-type" class="container">
 291     <h3>Holds policy by item type for <!-- TMPL_IF NAME="humanbranch" --><!-- TMPL_VAR NAME="humanbranch" --><!-- TMPL_ELSE -->all libraries<!-- /TMPL_IF --></h3>
 292         <p>
 293             For this library, you can edit rules for given itemtypes, regardless
 294             of the patron's category.
 295         </p>
 296         <p>
 297             Currently, this means hold policies.
 298             The various policies have the following effects:
 299         </p>
 300         <ul>
 301             <li><strong>From Any Library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 302             <li><strong>From Home Library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 303             <li><strong>No Holds Allowed:</strong> No patron may put this book on hold.</li>
 304         </ul>
 305         <p>
 306             Note that if the system preference
 307             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 308             be overridden by your circulation staff. Also, these policies are
 309             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 310         </p>
 311
 312         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 313             <input type="hidden" name="op" value="add-branch-item" />
 314             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="current_branch" -->"/>
 315             <table>
 316                 <tr>
 317                     <th>Item Type</th>
 318                     <th>Hold Policy</th>
 319                     <th>&nbsp;</th>
 320                 </tr>
 321                 <!-- TMPL_LOOP NAME="branch_item_rule_loop" -->
 322                     <!-- TMPL_UNLESS NAME="__odd__" -->
 323                     <tr class="highlight">
 324                     <!-- TMPL_ELSE -->
 325                     <tr>
 326                     <!-- /TMPL_UNLESS -->
 327                         <td><!-- TMPL_IF NAME="default_humanitemtype" -->
 328                                 <em>Default</em>
 329                             <!-- TMPL_ELSE -->
 330                                 <!-- TMPL_VAR NAME="humanitemtype" -->
 331                             <!-- /TMPL_IF -->
 332                         </td>
 333                         <td><!-- TMPL_IF NAME="holdallowed_any" -->
 334                                 From Any Library
 335                             <!-- TMPL_ELSIF NAME="holdallowed_same" -->
 336                                 From Home Library
 337                             <!-- TMPL_ELSE -->
 338                                 No Holds Allowed
 339                             <!-- /TMPL_IF -->
 340                         </td>
 341                         <td>
 342                             <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="current_branch" -->">Delete</a>
 343                         </td>
 344                     </tr>
 345                 <!-- /TMPL_LOOP -->
 346                 <tr>
 347                     <td>
 348                         <select name="itemtype">
 349                         <!-- TMPL_LOOP NAME="itemtypeloop" -->
 350                             <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
 351                         <!-- /TMPL_LOOP -->
 352                         </select>
 353                     </td>
 354                     <td>
 355                         <select name="holdallowed">
 356                             <option value="2">From Any Library</option>
 357                             <option value="1">From Home Library</option>
 358                             <option value="0">No Holds Allowed</option>
 359                         </select>
 360                     </td>
 361                     <td><input type="submit" value="Add" class="submit" /></td>
 362                 </tr>
 363             </table>
 364         </form>
 365     </div>
 366 </div>
 367
 368 </div>
 369 <div class="yui-b">
 370 <!-- TMPL_INCLUDE NAME="admin-menu.inc" -->
 371 </div>
 372 </div>
 373 <!-- TMPL_INCLUDE NAME="intranet-bottom.inc" -->