[% INCLUDE 'doc-head-open.inc' %] Koha › Administration › Circulation and Fine Rules [% INCLUDE 'doc-head-close.inc' %] [% INCLUDE 'header.inc' %] [% INCLUDE 'cat-search.inc' %]

[% IF ( humanbranch ) %] Defining circulation and fine rules for "[% humanbranch %]" [% ELSE %] Defining circulation and fine rules for all libraries [% END %]

The rules are applied from most specific to less specific, using the first found in this order:

  • same library, same patron type, same item type
  • same library, same patron type, all item types
  • same library, all patron types, same item type
  • same library, all patron types, all item types
  • all libraries, same patron type, same item type
  • all libraries, same patron type, all item types
  • all libraries, all patron types, same item type
  • all libraries, all patron types, all item types

To modify a rule, create a new one with the same patron type and item type.

Select a library :
[% IF ( definedbranch ) %]
[% END %]
[% FOREACH rule IN rules %] [% UNLESS ( loop.odd ) %] [% ELSE %] [% END %] [% ELSE %][% IF ( rule.hardduedateexact ) %]on [% rule.hardduedate %] [% ELSE %][% IF ( rule.hardduedateafter ) %]after [% rule.hardduedate %][% END %] [% END %] [% END %] [% ELSE %]None defined[% END %] [% END %]
Patron category Item type Current checkouts allowed Loan period (day) Hard due date Fine amount Fine charging interval Fine grace period (day) Suspension in days (day) Renewals allowed (count) Holds allowed (count) Rental discount (%)  
[% IF ( rule.default_humancategorycode ) %] All [% ELSE %] [% rule.humancategorycode %] [% END %] [% IF ( rule.default_humanitemtype ) %] All [% ELSE %] [% rule.humanitemtype %] [% END %] [% IF ( rule.unlimited_maxissueqty ) %] Unlimited [% ELSE %] [% rule.maxissueqty %] [% END %] [% rule.issuelength %] [% IF ( rule.hardduedate ) %] [% IF ( rule.hardduedatebefore ) %]before [% rule.hardduedate %][% rule.fine %] [% rule.chargeperiod %] [% rule.firstremind %] [% rule.finedays %] [% rule.renewalsallowed %] [% rule.reservesallowed %] [% rule.rentaldiscount %] Delete
[% INCLUDE 'date-format.inc' %] Show Calendar

Default checkout, hold and return policy for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]

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.

  Total current checkouts allowed Hold policy Return policy    
Defaults[% UNLESS ( default_rules ) %] (not set)[% END %] Unset
[% IF ( show_branch_cat_rule_form ) %]

Checkout limit by patron category for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]

For this library, you can specify the maximum number of loans that a patron of a given category can make, regardless of the item type.

If the total amount loanable for a given patron category is left blank, no limit applies, except possibly for a limit you define for a specific item type.

[% FOREACH branch_cat_rule_loo IN branch_cat_rule_loop %] [% UNLESS ( loop.odd ) %] [% ELSE %] [% END %] [% END %]
Patron category Total current checkouts allowed  
[% IF ( branch_cat_rule_loo.default_humancategorycode ) %] Default [% ELSE %] [% branch_cat_rule_loo.humancategorycode %] [% END %] [% IF ( branch_cat_rule_loo.unlimited_maxissueqty ) %] Unlimited [% ELSE %] [% branch_cat_rule_loo.maxissueqty %] [% END %] Delete
[% END %]

Holds policy by item type for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]

For this library, you can edit rules for given itemtypes, regardless of the patron's category.

Currently, this means hold policies. The various policies have the following effects:

  • From any library: Patrons from any library may put this item on hold. (default if none is defined)
  • From home library: Only patrons from the item's home library may put this book on hold.
  • No holds allowed: No patron may put this book on hold.

Note that if the system preference AllowHoldPolicyOverride is enabled, these policies can be overridden by your circulation staff. Also, these policies are based on the patron's home library, not the library where the hold is being placed..

[% FOREACH branch_item_rule_loo IN branch_item_rule_loop %] [% UNLESS ( loop.odd ) %] [% ELSE %] [% END %] [% END %]
Item type Hold policy Return policy  
[% IF ( branch_item_rule_loo.default_humanitemtype ) %] Default [% ELSE %] [% branch_item_rule_loo.humanitemtype %] [% END %] [% IF ( branch_item_rule_loo.holdallowed_any ) %] From any library [% ELSIF ( branch_item_rule_loo.holdallowed_same ) %] From home library [% ELSE %] No holds allowed [% END %] [% IF ( branch_item_rule_loo.returnbranch == 'homebranch' ) %] Item returns home [% ELSIF ( branch_item_rule_loo.returnbranch == 'holdingbranch' ) %] Item returns to issuing branch [% ELSIF ( branch_item_rule_loo.returnbranch == 'noreturn' ) %] Item floats [% ELSE %] Error - unknown option [% END %] Delete
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