1 <!-- TMPL_INCLUDE NAME="doc-head-open.inc" -->
2 <title>Koha › Administration › Circulation and Fine 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();
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26 <div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> › <a href="/cgi-bin/koha/admin/admin-home.pl">Administration</a> › Circulation and Fine Rules</div>
28 <div id="doc3" class="yui-t1">
33 <h1 class="parameters">
34 <!-- TMPL_IF NAME="humanbranch" -->
35 Defining circulation and fine rules for "<!-- TMPL_VAR NAME="humanbranch" -->"
37 Defining circulation and fine rules for all libraries
41 <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
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>
52 <p>To modify a rule, create a new one with the same patron type and item type.</p>
55 <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
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 -->
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>
68 <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
69 <input type="hidden" name="op" value="add" />
72 <th>Patron Category</th>
74 <th>Current Checkouts Allowed</th>
75 <th>Loan Period (day)</th>
76 <th>Hard Due Date</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>
86 <!-- TMPL_LOOP NAME="rules" -->
87 <!-- TMPL_UNLESS NAME="__odd__" -->
88 <tr class="highlight">
92 <td><!-- TMPL_IF NAME="default_humancategorycode" -->
95 <!-- TMPL_VAR NAME="humancategorycode" -->
98 <td><!-- TMPL_IF NAME="default_humanitemtype" -->
101 <!-- TMPL_VAR NAME="humanitemtype" -->
104 <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
107 <!-- TMPL_VAR NAME="maxissueqty" -->
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 -->
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>
126 <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="current_branch" -->">Delete</a>
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>
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>
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>
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();
164 inputField : "hardduedate",
165 ifFormat : "%m/%d/%Y",
166 button : "CalendarDueDate",
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>
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" -->"/>
193 <th>Total Current Checkouts Allowed</th>
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>
202 <select name="holdallowed">
203 <!-- TMPL_IF NAME="default_holdallowed_any" -->
204 <option value="2" selected="selected">
210 <!-- TMPL_IF NAME="default_holdallowed_same" -->
211 <option value="1" selected="selected">
217 <!-- TMPL_IF NAME="default_holdallowed_none" -->
218 <option value="0" selected="selected">
226 <td><input type="submit" value="Save" class="submit" /></td>
228 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&categorycode=*&branch=<!-- TMPL_VAR NAME="current_branch" -->">Unset</a>
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.
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.
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" -->"/>
248 <th>Patron Category</th>
249 <th>Total Current Checkouts Allowed</th>
252 <!-- TMPL_LOOP NAME="branch_cat_rule_loop" -->
253 <!-- TMPL_UNLESS NAME="__odd__" -->
254 <tr class="highlight">
257 <!-- /TMPL_UNLESS -->
258 <td><!-- TMPL_IF NAME="default_humancategorycode" -->
261 <!-- TMPL_VAR NAME="humancategorycode" -->
264 <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
267 <!-- TMPL_VAR NAME="maxissueqty" -->
271 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&categorycode=<!-- TMPL_VAR NAME="categorycode" -->&branch=<!-- TMPL_VAR NAME="current_branch" -->">Delete</a>
277 <select name="categorycode">
278 <!-- TMPL_LOOP NAME="categoryloop" -->
279 <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
283 <td><input name="maxissueqty" size="3" /></td>
284 <td><input type="submit" value="Add" class="submit" /></td>
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>
293 For this library, you can edit rules for given itemtypes, regardless
294 of the patron's category.
297 Currently, this means hold policies.
298 The various policies have the following effects:
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>
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..
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" -->"/>
321 <!-- TMPL_LOOP NAME="branch_item_rule_loop" -->
322 <!-- TMPL_UNLESS NAME="__odd__" -->
323 <tr class="highlight">
326 <!-- /TMPL_UNLESS -->
327 <td><!-- TMPL_IF NAME="default_humanitemtype" -->
330 <!-- TMPL_VAR NAME="humanitemtype" -->
333 <td><!-- TMPL_IF NAME="holdallowed_any" -->
335 <!-- TMPL_ELSIF NAME="holdallowed_same" -->
342 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-item&itemtype=<!-- TMPL_VAR NAME="itemtype" -->&branch=<!-- TMPL_VAR NAME="current_branch" -->">Delete</a>
348 <select name="itemtype">
349 <!-- TMPL_LOOP NAME="itemtypeloop" -->
350 <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
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>
361 <td><input type="submit" value="Add" class="submit" /></td>
370 <!-- TMPL_INCLUDE NAME="admin-menu.inc" -->
373 <!-- TMPL_INCLUDE NAME="intranet-bottom.inc" -->