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