koha-tmpl/intranet-tmpl/prog/en/modules/admin/smart-rules.tt

   1 [% INCLUDE 'doc-head-open.inc' %]
   2 <title>Koha &rsaquo; Administration &rsaquo; Circulation and fine rules</title>
   3 [% INCLUDE 'doc-head-close.inc' %]
   4 [% INCLUDE 'calendar.inc' %]
   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 </head>
  16 <body id="admin_smart-rules" class="admin">
  17 [% INCLUDE 'header.inc' %]
  18 [% INCLUDE 'cat-search.inc' %]
  19
  20 <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>
  21
  22 <div id="doc3" class="yui-t1">
  23
  24 <div id="bd">
  25     <div id="yui-main">
  26     <div class="yui-b">
  27     <h1 class="parameters">
  28         [% IF ( humanbranch ) %]
  29             Defining circulation and fine rules for "[% humanbranch %]"
  30         [% ELSE %]
  31             Defining circulation and fine rules for all libraries
  32         [% END %]
  33     </h1>
  34     <div class="help">
  35         <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
  36         <ul>
  37             <li>same library, same patron type, same item type</li>
  38             <li>same library, same patron type, all item types</li>
  39             <li>same library, all patron types, same item type</li>
  40             <li>same library, all patron types, all item types</li>
  41             <li>default (all libraries), same patron type, same item type</li>
  42             <li>default (all libraries), same patron type, all item types</li>
  43             <li>default (all libraries), all patron types, same item type</li>
  44             <li>default (all libraries), all patron types, all item types</li>
  45         </ul>
  46         <p>To modify a rule, create a new one with the same patron type and item type.</p>
  47     </div>
  48     <div>
  49         <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
  50         Select a library :
  51             <select name="branch" id="branch" style="width:20em;">
  52                 <option value="*">All libraries</option>
  53             [% FOREACH branchloo IN branchloop %]
  54                                 [% IF ( branchloo.selected ) %]<option value="[% branchloo.value %]" selected="selected">[% branchloo.branchname %]</option>[% ELSE %]<option value="[% branchloo.value %]">[% branchloo.branchname %]</option>[% END %]
  55             [% END %]
  56             </select>
  57         </form>
  58 [% IF ( definedbranch ) %]<form action="/cgi-bin/koha/admin/clone-rules.pl" method="post"><label
  59 for="tobranch"><strong>Clone these rules to:</strong></label> <input type="hidden" name="frombranch" value="[% current_branch %]" />
  60             <select name="tobranch" id="tobranch">[% FOREACH branchloo IN branchloop %]<option value="[% branchloo.value %]">[% branchloo.branchname %]</option>[% END %]</select> <input type="submit" value="Clone" /></form>[% END %]</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</th>
  70                 <th>Unit</th>
  71                 <th>Hard due date</th>
  72                 <th>Fine amount</th>
  73                 <th>Fine charging interval</th>
  74                 <th>Fine grace period (day)</th>
  75                 <th>Overdue Fines Cap ($)</th>
  76                 <th>Suspension in days (day)</th>
  77                 <th>Renewals allowed (count)</th>
  78                 <th>Holds allowed (count)</th>
  79                 <th>Rental discount (%)</th>
  80                                 <th>&nbsp;</th>
  81             </tr>
  82                                 [% FOREACH rule IN rules %]
  83                                         [% UNLESS ( loop.odd ) %]
  84                                         <tr class="highlight">
  85                                         [% ELSE %]
  86                                         <tr>
  87                                         [% END %]
  88                                                         <td>[% IF ( rule.default_humancategorycode ) %]
  89                                                                         <em>All</em>
  90                                                                 [% ELSE %]
  91                                                                         [% rule.humancategorycode %]
  92                                                                 [% END %]
  93                                                         </td>
  94                                                         <td>[% IF ( rule.default_humanitemtype ) %]
  95                                                                         <em>All</em>
  96                                                                 [% ELSE %]
  97                                                                         [% rule.humanitemtype %]
  98                                                                 [% END %]
  99                                                         </td>
 100                                                         <td>[% IF ( rule.unlimited_maxissueqty ) %]
 101                                                                         Unlimited
 102                                                                 [% ELSE %]
 103                                                                         [% rule.maxissueqty %]
 104                                                                 [% END %]
 105                                                         </td>
 106                                                         <td>[% rule.issuelength %]</td>
 107                                                         <td>
 108                                                             [% rule.lengthunit %]
 109                                                         </td>
 110                                                         <td>[% IF ( rule.hardduedate ) %]
 111                                                                [% IF ( rule.hardduedatebefore ) %]before [% rule.hardduedate %]</td>
 112                                                                [% ELSE %][% IF ( rule.hardduedateexact ) %]on [% rule.hardduedate %]</td>
 113                                                                                  [% ELSE %][% IF ( rule.hardduedateafter ) %]after [% rule.hardduedate %]</td>[% END %]
 114                                                                                  [% END %]
 115                                                                [% END %]
 116                                                             [% ELSE %]None defined[% END %]
 117                                                         <td>[% rule.fine %]</td>
 118                                                         <td>[% rule.chargeperiod %]</td>
 119                                                         <td>[% rule.firstremind %]</td>
 120                             <td>[% rule.overduefinescap FILTER format("%.2f") %]</td>
 121                                                         <td>[% rule.finedays %]</td>
 122                                                         <td>[% rule.renewalsallowed %]</td>
 123                                                         <td>[% rule.reservesallowed %]</td>
 124                                                         <td>[% rule.rentaldiscount %]</td>
 125                                                         <td>
 126                                                                 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete&amp;itemtype=[% rule.itemtype %]&amp;categorycode=[% rule.categorycode %]&amp;branch=[% rule.current_branch %]">Delete</a>
 127                                                         </td>
 128                         </tr>
 129                 [% END %]
 130                 <tr>
 131                     <td>
 132                         <select name="categorycode">
 133                             <option value="*">All</option>
 134                         [% FOREACH categoryloo IN categoryloop %]
 135                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 136                         [% END %]
 137                         </select>
 138                     </td>
 139                     <td>
 140                         <select name="itemtype" style="width:13em;">
 141                             <option value="*">All</option>
 142                         [% FOREACH itemtypeloo IN itemtypeloop %]
 143                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 144                         [% END %]
 145                         </select>
 146                     </td>
 147                     <td><input name="maxissueqty" size="3" /></td>
 148                     <td><input name="issuelength" size="3" /> </td>
 149                     <td>
 150                       <select name="lengthunit">
 151                         <option value="days" selected>Days</option>
 152                         <option value="hours">Hours</option>
 153                       </select>
 154                     </td>
 155                     <td><select name="hardduedatecompare">
 156                            <option value="-1">Before</option>
 157                            <option value="0">Exactly on</option>
 158                            <option value="1">After</option>
 159                         </select>
 160                         <input type="text" size="10" id="hardduedate" name="hardduedate" value="[% hardduedate %]" class="datepicker" />
 161                         <div class="hint">[% INCLUDE 'date-format.inc' %]</div>
 162                     </td>
 163                     <td><input name="fine" size="4" /></td>
 164                     <td><input name="chargeperiod" size="2" /></td>
 165                     <td><input name="firstremind" size="2" /> </td>
 166                     <td><input name="overduefinescap" size="6" /> </td>
 167                     <td><input name="finedays" size="3" /> </td>
 168                     <td><input name="renewalsallowed" size="2" /></td>
 169                     <td><input name="reservesallowed" size="2" /></td>
 170                     <td><input name="rentaldiscount" size="2" /></td>
 171                     <td><input type="hidden" name="branch" value="[% current_branch %]"/><input type="submit" value="Add" class="submit" /></td>
 172                 </tr>
 173             </table>
 174         </form>
 175     </div>
 176     <div id="defaults-for-this-library" class="container">
 177     <h3>Default checkout, hold and return policy[% IF ( humanbranch ) %] for [% humanbranch %][% END %]</h3>
 178         <p>You can set a default maximum number of checkouts, hold policy and return policy that will be used if none is defined below for a particular item type or category.</p>
 179         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 180             <input type="hidden" name="op" value="set-branch-defaults" />
 181             <input type="hidden" name="branch" value="[% current_branch %]"/>
 182             <table>
 183                 <tr>
 184                     <th>&nbsp;</th>
 185                     <th>Total current checkouts allowed</th>
 186                     <th>Hold policy</th>
 187                     <th>Return policy</th>
 188                     <th>&nbsp;</th>
 189                     <th>&nbsp;</th>
 190                 </tr>
 191                 <tr>
 192                     <td><em>Defaults[% UNLESS ( default_rules ) %] (not set)[% END %]</em></td>
 193                     <td><input type="text" name="maxissueqty" size="3" value="[% default_maxissueqty %]"/></td>
 194                     <td>
 195                         <select name="holdallowed">
 196                             [% IF ( default_holdallowed_any ) %]
 197                             <option value="2" selected="selected">
 198                             [% ELSE %]
 199                             <option value="2">
 200                             [% END %]
 201                                 From any library
 202                             </option>
 203                             [% IF ( default_holdallowed_same ) %]
 204                             <option value="1" selected="selected">
 205                             [% ELSE %]
 206                             <option value="1">
 207                             [% END %]
 208                                 From home library
 209                             </option>
 210                             [% IF ( default_holdallowed_none ) %]
 211                             <option value="0" selected="selected">
 212                             [% ELSE %]
 213                             <option value="0">
 214                             [% END %]
 215                                 No holds allowed
 216                             </option>
 217                         </select>
 218                     </td>
 219                     <td>
 220                         <select name="returnbranch">
 221                             [% IF ( default_returnbranch == 'homebranch' ) %]
 222                             <option value="homebranch" selected="selected">
 223                             [% ELSE %]
 224                             <option value="homebranch">
 225                             [% END %]
 226                                 Item returns home
 227                             </option>
 228                             [% IF ( default_returnbranch == 'holdingbranch' ) %]
 229                             <option value="holdingbranch" selected="selected">
 230                             [% ELSE %]
 231                             <option value="holdingbranch">
 232                             [% END %]
 233                                 Item returns to issuing library
 234                             </option>
 235                             [% IF ( default_returnbranch == 'noreturn' ) %]
 236                             <option value="noreturn" selected="selected">
 237                             [% ELSE %]
 238                             <option value="noreturn">
 239                             [% END %]
 240                                 Item floats
 241                             </option>
 242                         </select>
 243                     </td>
 244                     <td><input type="submit" value="Save" class="submit" /></td>
 245                     <td>
 246                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=[% current_branch %]">Unset</a>
 247                     </td>
 248                 </tr>
 249             </table>
 250         </form>
 251     </div>
 252     [% IF ( show_branch_cat_rule_form ) %]
 253     <div id="holds-policy-by-patron-category" class="container">
 254     <h3>[% IF humanbranch %]Checkout limit by patron category for [% humanbranch %][% ELSE %]Default checkout limit by patron category[% END %]</h3>
 255         <p>For this library, you can specify the maximum number of loans that
 256             a patron of a given category can make, regardless of the item type.
 257         </p>
 258         <p>If the total amount loanable for a given patron category is left blank,
 259            no limit applies, except possibly for a limit you define for a specific item type.
 260         </p>
 261         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 262             <input type="hidden" name="op" value="add-branch-cat" />
 263             <input type="hidden" name="branch" value="[% current_branch %]"/>
 264             <table>
 265                 <tr>
 266                     <th>Patron category</th>
 267                     <th>Total current checkouts allowed</th>
 268                     <th>&nbsp;</th>
 269                 </tr>
 270                 [% FOREACH branch_cat_rule_loo IN branch_cat_rule_loop %]
 271                     [% UNLESS ( loop.odd ) %]
 272                     <tr class="highlight">
 273                     [% ELSE %]
 274                     <tr>
 275                     [% END %]
 276                         <td>[% IF ( branch_cat_rule_loo.default_humancategorycode ) %]
 277                                 <em>Default</em>
 278                             [% ELSE %]
 279                                 [% branch_cat_rule_loo.humancategorycode %]
 280                             [% END %]
 281                         </td>
 282                         <td>[% IF ( branch_cat_rule_loo.unlimited_maxissueqty ) %]
 283                                 Unlimited
 284                             [% ELSE %]
 285                                 [% branch_cat_rule_loo.maxissueqty %]
 286                             [% END %]
 287                         </td>
 288                         <td>
 289                             <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=[% branch_cat_rule_loo.categorycode %]&amp;branch=[% current_branch %]">Delete</a>
 290                         </td>
 291                     </tr>
 292                 [% END %]
 293                 <tr>
 294                     <td>
 295                         <select name="categorycode">
 296                         [% FOREACH categoryloo IN categoryloop %]
 297                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 298                         [% END %]
 299                         </select>
 300                     </td>
 301                     <td><input name="maxissueqty" size="3" /></td>
 302                     <td><input type="submit" value="Add" class="submit" /></td>
 303                 </tr>
 304             </table>
 305         </form>
 306     </div>
 307     [% END %]
 308     <div id="holds-policy-by-item-type" class="container">
 309     <h3>[% IF humanbranch %]Holds policy by item type for [% humanbranch %][% ELSE %]Default holds policy by item type[% END %]</h3>
 310         <p>
 311             For this library, you can edit rules for given itemtypes, regardless
 312             of the patron's category.
 313         </p>
 314         <p>
 315             Currently, this means hold policies.
 316             The various policies have the following effects:
 317         </p>
 318         <ul>
 319             <li><strong>From any library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 320             <li><strong>From home library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 321             <li><strong>No holds allowed:</strong> No patron may put this book on hold.</li>
 322         </ul>
 323         <p>
 324             Note that if the system preference
 325             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 326             be overridden by your circulation staff. Also, these policies are
 327             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 328         </p>
 329
 330         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 331             <input type="hidden" name="op" value="add-branch-item" />
 332             <input type="hidden" name="branch" value="[% current_branch %]"/>
 333             <table>
 334                 <tr>
 335                     <th>Item type</th>
 336                     <th>Hold policy</th>
 337                     <th>Return policy</th>
 338                     <th>&nbsp;</th>
 339                 </tr>
 340                 [% FOREACH branch_item_rule_loo IN branch_item_rule_loop %]
 341                     [% UNLESS ( loop.odd ) %]
 342                     <tr class="highlight">
 343                     [% ELSE %]
 344                     <tr>
 345                     [% END %]
 346                         <td>[% IF ( branch_item_rule_loo.default_humanitemtype ) %]
 347                                 <em>Default</em>
 348                             [% ELSE %]
 349                                 [% branch_item_rule_loo.humanitemtype %]
 350                             [% END %]
 351                         </td>
 352                         <td>[% IF ( branch_item_rule_loo.holdallowed_any ) %]
 353                                 From any library
 354                             [% ELSIF ( branch_item_rule_loo.holdallowed_same ) %]
 355                                 From home library
 356                             [% ELSE %]
 357                                 No holds allowed
 358                             [% END %]
 359                         </td>
 360                         <td>[% IF ( branch_item_rule_loo.returnbranch == 'homebranch' ) %]
 361                                 Item returns home
 362                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'holdingbranch' ) %]
 363                                 Item returns to issuing branch
 364                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'noreturn' ) %]
 365                                 Item floats
 366                             [% ELSE %]
 367                                 Error - unknown option
 368                             [% END %]
 369                         </td>
 370                         <td>
 371                             <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-item&amp;itemtype=[% branch_item_rule_loo.itemtype %]&amp;branch=[% current_branch %]">Delete</a>
 372                         </td>
 373                     </tr>
 374                 [% END %]
 375                 <tr>
 376                     <td>
 377                         <select name="itemtype">
 378                         [% FOREACH itemtypeloo IN itemtypeloop %]
 379                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 380                         [% END %]
 381                         </select>
 382                     </td>
 383                     <td>
 384                         <select name="holdallowed">
 385                             <option value="2">From any library</option>
 386                             <option value="1">From home library</option>
 387                             <option value="0">No holds allowed</option>
 388                         </select>
 389                     </td>
 390                     <td>
 391                         <select name="returnbranch">
 392                             <option value="homebranch">Item returns home</option>
 393                             <option value="holdingbranch">Item returns to issuing library</option>
 394                             <option value="noreturn">Item floats</option>
 395                         </select>
 396                     </td>
 397                     <td><input type="submit" value="Add" class="submit" /></td>
 398                 </tr>
 399             </table>
 400         </form>
 401     </div>
 402 </div>
 403
 404 </div>
 405 <div class="yui-b">
 406 [% INCLUDE 'admin-menu.inc' %]
 407 </div>
 408 </div>
 409 [% INCLUDE 'intranet-bottom.inc' %]