From 977db7c45e2d7558706eb3c3cc6ea2c8ea45b87a Mon Sep 17 00:00:00 2001 From: Nicole Engard Date: Wed, 24 Feb 2010 07:31:12 -0500 Subject: [PATCH] update circ/fine rules help file Signed-off-by: Galen Charlton --- .../en/modules/help/admin/smart-rules.tmpl | 95 +++++++++++++++---- 1 file changed, 75 insertions(+), 20 deletions(-) diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl index 3dbe3cc411..163c4ea6f5 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl @@ -2,23 +2,78 @@

Circulation and Fines Rules

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This matrix is to be used to create all of the rules associated with circulation and fines.

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These rules define how your items are circulated, how/when fines are calculated and how holds are handled. The rules are applied from most specific to less specific, using the first found in this order:

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TIP: If you are a single library system, you can leave your library selection to 'default library' or choose your branch name and experience the same results.

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Default Issuing Rule

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Using the issuing rules matrix you can define rules that depend on patron/item type combos. To set your rules, choose a library from the pull down:

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TIP: If you leave this set to 'Default' it will apply the rules to all libraries

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From the matrix you can choose any combination of patron categories and item types to apply the rules to.

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When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron type and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.

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To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.

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After choosing to clone you will be presented with a confirmation message.

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Default Checkouts and Hold Policy

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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.

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From this menu you can set a default to apply to all item types and patrons in the library.

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Checkouts Per Patron

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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.

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TIP: 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.

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Item Hold Policies

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

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The various policies have the following effects:

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IMPORTANT: Note that if the system preference AllowHoldPolicyOverride set to 'allow', these policies can be overridden by your circulation staff.

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IMPORTANT: These policies are based on the patron's home branch, not the branch that the reserving staff member is from.

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