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

   1 <!-- TMPL_INCLUDE NAME="doc-head-open.inc" -->
   2 <title>Koha &rsaquo; Administration &rsaquo; Circulation and Fine Rules</title>
   3 <!-- TMPL_INCLUDE NAME="doc-head-close.inc" -->
   4
   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
  16 </head>
  17 <body>
  18 <!-- TMPL_INCLUDE NAME="header.inc" -->
  19 <!-- TMPL_INCLUDE NAME="cat-search.inc" -->
  20
  21 <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>
  22
  23 <div id="doc3" class="yui-t1">
  24
  25 <div id="bd">
  26     <div id="yui-main">
  27     <div class="yui-b">
  28     <h1 class="parameters">
  29         <!-- TMPL_IF NAME="humanbranch" -->
  30             Defining circulation and fine rules for "<!-- TMPL_VAR NAME="humanbranch" -->"
  31         <!-- TMPL_ELSE -->
  32             Defining circulation and fine rules for all libraries
  33         <!-- /TMPL_IF -->
  34     </h1>
  35     <div class="help">
  36         <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
  37         <ul>
  38             <li>same library, same patron type, same item type</li>
  39             <li>same library, same patron type, all item types</li>
  40             <li>same library, all patron types, same item type</li>
  41             <li>same library, all patron types, all item types</li>
  42             <li>all libraries, same patron type, same item type</li>
  43             <li>all libraries, same patron type, all item types</li>
  44             <li>all libraries, all patron types, same item type</li>
  45             <li>all libraries, all patron types, all item types</li>
  46         </ul>
  47         <p>To modify a rule, create a new one with the same patron type and item type.</p>
  48     </div>
  49     <div>
  50         <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
  51         Select a library :
  52             <select name="branch" id="branch" style="width:20em;">
  53                 <option value="*">All libraries</option>
  54             <!-- TMPL_LOOP NAME="branchloop" -->
  55                                 <!-- 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 -->
  56             <!-- /TMPL_LOOP -->
  57             </select>
  58         </form>
  59 <!-- TMPL_IF Name="definedbranch" --><form action="/cgi-bin/koha/admin/clone-rules.pl" method="post"><label for="tobranch"><strong>Clone these rules to:</strong></label> <input type="hidden" name="frombranch" value="<!-- TMPL_VAR NAME="branch" -->" />
  60             <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>
  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 (day)</th>
  70                 <th>Fine Amount</th>
  71                 <th>Fine Charging Interval</th>
  72                 <th>Fine Grace period (day)</th>
  73                 <th>Suspension in Days (day)</th>
  74                 <th>Renewals Allowed (count)</th>
  75                 <th>Holds Allowed (count)</th>
  76                         <th>Rental Discount (%)</th>
  77                                 <th>&nbsp;</th>
  78             </tr>
  79                                 <!-- TMPL_LOOP NAME="rules" -->
  80                                         <!-- TMPL_UNLESS NAME="__odd__" -->
  81                                         <tr class="highlight">
  82                                         <!-- TMPL_ELSE -->
  83                                         <tr>
  84                                         <!-- /TMPL_UNLESS -->
  85                                                         <td><!-- TMPL_IF NAME="default_humancategorycode" -->
  86                                                                         <em>All</em>
  87                                                                 <!-- TMPL_ELSE -->
  88                                                                         <!-- TMPL_VAR NAME="humancategorycode" -->
  89                                                                 <!-- /TMPL_IF -->
  90                                                         </td>
  91                                                         <td><!-- TMPL_IF NAME="default_humanitemtype" -->
  92                                                                         <em>All</em>
  93                                                                 <!-- TMPL_ELSE -->
  94                                                                         <!-- TMPL_VAR NAME="humanitemtype" -->
  95                                                                 <!-- /TMPL_IF -->
  96                                                         </td>
  97                                                         <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
  98                                                                         Unlimited
  99                                                                 <!-- TMPL_ELSE -->
 100                                                                         <!-- TMPL_VAR NAME="maxissueqty" -->
 101                                                                 <!-- /TMPL_IF -->
 102                                                         </td>
 103                                                         <td><!-- TMPL_VAR NAME="issuelength" --></td>
 104                                                         <td><!-- TMPL_VAR NAME="fine" --></td>
 105                                                         <td><!-- TMPL_VAR NAME="chargeperiod" --></td>
 106                                                         <td><!-- TMPL_VAR NAME="firstremind" --></td>
 107                                                         <td><!-- TMPL_VAR NAME="finedays" --></td>
 108                                                         <td><!-- TMPL_VAR NAME="renewalsallowed" --></td>
 109                                                         <td><!-- TMPL_VAR NAME="reservesallowed" --></td>
 110                                                         <td><!-- TMPL_VAR NAME="rentaldiscount" --></td>
 111                                                         <td>
 112                                                                 <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete&amp;itemtype=<!-- TMPL_VAR NAME="itemtype" -->&amp;categorycode=<!-- TMPL_VAR NAME="categorycode" -->&amp;branch=<!-- TMPL_VAR NAME="branch" -->">Delete</a>
 113                                                         </td>
 114                         </tr>
 115                 <!-- /TMPL_LOOP -->
 116                 <tr>
 117                     <td>
 118                         <select name="categorycode">
 119                             <option value="*">All</option>
 120                         <!-- TMPL_LOOP NAME="categoryloop" -->
 121                             <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
 122                         <!-- /TMPL_LOOP -->
 123                         </select>
 124                     </td>
 125                     <td>
 126                         <select name="itemtype" style="width:13em;">
 127                             <option value="*">All</option>
 128                         <!-- TMPL_LOOP NAME="itemtypeloop" -->
 129                             <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
 130                         <!-- /TMPL_LOOP -->
 131                         </select>
 132                     </td>
 133                     <td><input name="maxissueqty" size="3" /></td>
 134                     <td><input name="issuelength" size="3" /> </td>
 135                     <td><input name="fine" size="4" /></td>
 136                     <td><input name="chargeperiod" size="2" /></td>
 137                     <td><input name="firstremind" size="2" /> </td>
 138                     <td><input name="finedays" size="3" /> </td>
 139                     <td><input name="renewalsallowed" size="2" /></td>
 140                     <td><input name="reservesallowed" size="2" /></td>
 141                     <td><input name="rentaldiscount" size="2" /></td>
 142                     <td><input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/><input type="submit" value="Add" class="submit" /></td>
 143                 </tr>
 144             </table>
 145         </form>
 146     </div>
 147     <div id="defaults-for-this-library" class="container">
 148     <h3>Default checkout and hold policy for <!-- TMPL_IF NAME="humanbranch" --><!-- TMPL_VAR NAME="humanbranch" --><!-- TMPL_ELSE -->all libraries<!-- /TMPL_IF --></h3>
 149         <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>
 150         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 151             <input type="hidden" name="op" value="set-branch-defaults" />
 152             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/>
 153             <table>
 154                 <tr>
 155                     <th>&nbsp;</th>
 156                     <th>Total Current Checkouts Allowed</th>
 157                     <th>Hold Policy</th>
 158                     <th>&nbsp;</th>
 159                     <th>&nbsp;</th>
 160                 </tr>
 161                 <tr>
 162                     <td><em>Defaults<!-- TMPL_UNLESS NAME="default_rules" --> (not set)<!-- /TMPL_IF --></em></td>
 163                     <td><input type="text" name="maxissueqty" size="3" value="<!-- TMPL_VAR NAME="default_maxissueqty" -->"/></td>
 164                     <td>
 165                         <select name="holdallowed">
 166                             <!-- TMPL_IF NAME="default_holdallowed_any" -->
 167                             <option value="2" selected="selected">
 168                             <!-- TMPL_ELSE -->
 169                             <option value="2">
 170                             <!-- /TMPL_IF -->
 171                                 From Any Library
 172                             </option>
 173                             <!-- TMPL_IF NAME="default_holdallowed_same" -->
 174                             <option value="1" selected="selected">
 175                             <!-- TMPL_ELSE -->
 176                             <option value="1">
 177                             <!-- /TMPL_IF -->
 178                                 From Home Library
 179                             </option>
 180                             <!-- TMPL_IF NAME="default_holdallowed_none" -->
 181                             <option value="0" selected="selected">
 182                             <!-- TMPL_ELSE -->
 183                             <option value="0">
 184                             <!-- /TMPL_IF -->
 185                                 No Holds Allowed
 186                             </option>
 187                         </select>
 188                     </td>
 189                     <td><input type="submit" value="Save" class="submit" /></td>
 190                     <td>
 191                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=<!-- TMPL_VAR NAME="branch" -->">Unset</a>
 192                     </td>
 193                 </tr>
 194             </table>
 195         </form>
 196     </div>
 197     <!-- TMPL_IF NAME="show_branch_cat_rule_form" -->
 198     <div id="holds-policy-by-patron-category" class="container">
 199     <h3>Checkout limit by patron category for <!-- TMPL_IF NAME="humanbranch" --><!-- TMPL_VAR NAME="humanbranch" --><!-- TMPL_ELSE -->all libraries<!-- /TMPL_IF --></h3>
 200         <p>For this library, you can specify the maximum number of loans that
 201             a patron of a given category can make, regardless of the item type.
 202         </p>
 203         <p>If the total amount loanable for a given patron category is left blank,
 204            no limit applies, except possibly for a limit you define for a specific item type.
 205         </p>
 206         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 207             <input type="hidden" name="op" value="add-branch-cat" />
 208             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/>
 209             <table>
 210                 <tr>
 211                     <th>Patron Category</th>
 212                     <th>Total Current Checkouts Allowed</th>
 213                     <th>&nbsp;</th>
 214                 </tr>
 215                 <!-- TMPL_LOOP NAME="branch_cat_rule_loop" -->
 216                     <!-- TMPL_UNLESS NAME="__odd__" -->
 217                     <tr class="highlight">
 218                     <!-- TMPL_ELSE -->
 219                     <tr>
 220                     <!-- /TMPL_UNLESS -->
 221                         <td><!-- TMPL_IF NAME="default_humancategorycode" -->
 222                                 <em>Default</em>
 223                             <!-- TMPL_ELSE -->
 224                                 <!-- TMPL_VAR NAME="humancategorycode" -->
 225                             <!-- /TMPL_IF -->
 226                         </td>
 227                         <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
 228                                 Unlimited
 229                             <!-- TMPL_ELSE -->
 230                                 <!-- TMPL_VAR NAME="maxissueqty" -->
 231                             <!-- /TMPL_IF -->
 232                         </td>
 233                         <td>
 234                             <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=<!-- TMPL_VAR NAME="categorycode" -->&amp;branch=<!-- TMPL_VAR NAME="branch" -->">Delete</a>
 235                         </td>
 236                     </tr>
 237                 <!-- /TMPL_LOOP -->
 238                 <tr>
 239                     <td>
 240                         <select name="categorycode">
 241                         <!-- TMPL_LOOP NAME="categoryloop" -->
 242                             <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
 243                         <!-- /TMPL_LOOP -->
 244                         </select>
 245                     </td>
 246                     <td><input name="maxissueqty" size="3" /></td>
 247                     <td><input type="submit" value="Add" class="submit" /></td>
 248                 </tr>
 249             </table>
 250         </form>
 251     </div>
 252     <!-- /TMPL_IF -->
 253     <div id="holds-policy-by-item-type" class="container">
 254     <h3>Holds policy by item type for <!-- TMPL_IF NAME="humanbranch" --><!-- TMPL_VAR NAME="humanbranch" --><!-- TMPL_ELSE -->all libraries<!-- /TMPL_IF --></h3>
 255         <p>
 256             For this library, you can edit rules for given itemtypes, regardless
 257             of the patron's category.
 258         </p>
 259         <p>
 260             Currently, this means hold policies.
 261             The various policies have the following effects:
 262         </p>
 263         <ul>
 264             <li><strong>From Any Library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 265             <li><strong>From Home Library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 266             <li><strong>No Holds Allowed:</strong> No patron may put this book on hold.</li>
 267         </ul>
 268         <p>
 269             Note that if the system preference
 270             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 271             be overridden by your circulation staff. Also, these policies are
 272             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 273         </p>
 274
 275         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 276             <input type="hidden" name="op" value="add-branch-item" />
 277             <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/>
 278             <table>
 279                 <tr>
 280                     <th>Item Type</th>
 281                     <th>Hold Policy</th>
 282                     <th>&nbsp;</th>
 283                 </tr>
 284                 <!-- TMPL_LOOP NAME="branch_item_rule_loop" -->
 285                     <!-- TMPL_UNLESS NAME="__odd__" -->
 286                     <tr class="highlight">
 287                     <!-- TMPL_ELSE -->
 288                     <tr>
 289                     <!-- /TMPL_UNLESS -->
 290                         <td><!-- TMPL_IF NAME="default_humanitemtype" -->
 291                                 <em>Default</em>
 292                             <!-- TMPL_ELSE -->
 293                                 <!-- TMPL_VAR NAME="humanitemtype" -->
 294                             <!-- /TMPL_IF -->
 295                         </td>
 296                         <td><!-- TMPL_IF NAME="holdallowed_any" -->
 297                                 From Any Library
 298                             <!-- TMPL_ELSIF NAME="holdallowed_same" -->
 299                                 From Home Library
 300                             <!-- TMPL_ELSE -->
 301                                 No Holds Allowed
 302                             <!-- /TMPL_IF -->
 303                         </td>
 304                         <td>
 305                             <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-item&amp;itemtype=<!-- TMPL_VAR NAME="itemtype" -->&amp;branch=<!-- TMPL_VAR NAME="branch" -->">Delete</a>
 306                         </td>
 307                     </tr>
 308                 <!-- /TMPL_LOOP -->
 309                 <tr>
 310                     <td>
 311                         <select name="itemtype">
 312                         <!-- TMPL_LOOP NAME="itemtypeloop" -->
 313                             <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
 314                         <!-- /TMPL_LOOP -->
 315                         </select>
 316                     </td>
 317                     <td>
 318                         <select name="holdallowed">
 319                             <option value="2">From Any Library</option>
 320                             <option value="1">From Home Library</option>
 321                             <option value="0">No Holds Allowed</option>
 322                         </select>
 323                     </td>
 324                     <td><input type="submit" value="Add" class="submit" /></td>
 325                 </tr>
 326             </table>
 327         </form>
 328     </div>
 329 </div>
 330
 331 </div>
 332 <div class="yui-b">
 333 <!-- TMPL_INCLUDE NAME="admin-menu.inc" -->
 334 </div>
 335 </div>
 336 <!-- TMPL_INCLUDE NAME="intranet-bottom.inc" -->