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
   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 <!-- Enable Calendar system -->
  16 <link rel="stylesheet" type="text/css" href="[% themelang %]/lib/calendar/calendar-system.css" />
  17 <script type="text/javascript" src="[% themelang %]/lib/calendar/calendar.js"></script>
  18 <script type="text/javascript" src="[% themelang %]/lib/calendar/calendar-en.js"></script>
  19 <script type="text/javascript" src="[% themelang %]/lib/calendar/calendar-setup.js"></script>
  20 <!-- End Calendar system additions -->
  21 </head>
  22 <body>
  23 [% INCLUDE 'header.inc' %]
  24 [% INCLUDE 'cat-search.inc' %]
  25
  26 <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>
  27
  28 <div id="doc3" class="yui-t1">
  29
  30 <div id="bd">
  31     <div id="yui-main">
  32     <div class="yui-b">
  33     <h1 class="parameters">
  34         [% IF ( humanbranch ) %]
  35             Defining circulation and fine rules for "[% humanbranch %]"
  36         [% ELSE %]
  37             Defining circulation and fine rules for all libraries
  38         [% END %]
  39     </h1>
  40     <div class="help">
  41         <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
  42         <ul>
  43             <li>same library, same patron type, same item type</li>
  44             <li>same library, same patron type, all item types</li>
  45             <li>same library, all patron types, same item type</li>
  46             <li>same library, all patron types, all item types</li>
  47             <li>all libraries, same patron type, same item type</li>
  48             <li>all libraries, same patron type, all item types</li>
  49             <li>all libraries, all patron types, same item type</li>
  50             <li>all libraries, all patron types, all item types</li>
  51         </ul>
  52         <p>To modify a rule, create a new one with the same patron type and item type.</p>
  53     </div>
  54     <div>
  55         <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
  56         Select a library :
  57             <select name="branch" id="branch" style="width:20em;">
  58                 <option value="*">All libraries</option>
  59             [% FOREACH branchloo IN branchloop %]
  60                                 [% IF ( branchloo.selected ) %]<option value="[% branchloo.value %]" selected="selected">[% branchloo.branchname %]</option>[% ELSE %]<option value="[% branchloo.value %]">[% branchloo.branchname %]</option>[% END %]
  61             [% END %]
  62             </select>
  63         </form>
  64 [% IF ( definedbranch ) %]<form action="/cgi-bin/koha/admin/clone-rules.pl" method="post"><label
  65 for="tobranch"><strong>Clone these rules to:</strong></label> <input type="hidden" name="frombranch" value="[% current_branch %]" />
  66             <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>
  67
  68         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
  69             <input type="hidden" name="op" value="add" />
  70             <table>
  71             <tr>
  72                 <th>Patron Category</th>
  73                 <th>Item Type</th>
  74                 <th>Current Checkouts Allowed</th>
  75                 <th>Loan Period</th>
  76                 <th>Unit</th>
  77                 <th>Hard Due Date</th>
  78                 <th>Fine Amount</th>
  79                 <th>Fine Charging Interval</th>
  80                 <th>Fine Grace period (day)</th>
  81                 <th>Suspension in Days (day)</th>
  82                 <th>Renewals Allowed (count)</th>
  83                 <th>Holds Allowed (count)</th>
  84                         <th>Rental Discount (%)</th>
  85                                 <th>&nbsp;</th>
  86             </tr>
  87                                 [% FOREACH rule IN rules %]
  88                                         [% UNLESS ( loop.odd ) %]
  89                                         <tr class="highlight">
  90                                         [% ELSE %]
  91                                         <tr>
  92                                         [% END %]
  93                                                         <td>[% IF ( rule.default_humancategorycode ) %]
  94                                                                         <em>All</em>
  95                                                                 [% ELSE %]
  96                                                                         [% rule.humancategorycode %]
  97                                                                 [% END %]
  98                                                         </td>
  99                                                         <td>[% IF ( rule.default_humanitemtype ) %]
 100                                                                         <em>All</em>
 101                                                                 [% ELSE %]
 102                                                                         [% rule.humanitemtype %]
 103                                                                 [% END %]
 104                                                         </td>
 105                                                         <td>[% IF ( rule.unlimited_maxissueqty ) %]
 106                                                                         Unlimited
 107                                                                 [% ELSE %]
 108                                                                         [% rule.maxissueqty %]
 109                                                                 [% END %]
 110                                                         </td>
 111                                                         <td>[% rule.issuelength %]</td>
 112                                                         <td>[% rule.lengthunit %]</td>
 113                                                         <td>[% IF ( rule.hardduedate ) %]
 114                                                                [% IF ( rule.hardduedatebefore ) %]before [% rule.hardduedate %]</td>
 115                                                                [% ELSE %][% IF ( rule.hardduedateexact ) %]on [% rule.hardduedate %]</td>
 116                                                                                  [% ELSE %][% IF ( rule.hardduedateafter ) %]after [% rule.hardduedate %]</td>[% END %]
 117                                                                                  [% END %]
 118                                                                [% END %]
 119                                                             [% ELSE %]None defined[% END %]
 120                                                         <td>[% rule.fine %]</td>
 121                                                         <td>[% rule.chargeperiod %]</td>
 122                                                         <td>[% rule.firstremind %]</td>
 123                                                         <td>[% rule.finedays %]</td>
 124                                                         <td>[% rule.renewalsallowed %]</td>
 125                                                         <td>[% rule.reservesallowed %]</td>
 126                                                         <td>[% rule.rentaldiscount %]</td>
 127                                                         <td>
 128                                                                 <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>
 129                                                         </td>
 130                         </tr>
 131                 [% END %]
 132                 <tr>
 133                     <td>
 134                         <select name="categorycode">
 135                             <option value="*">All</option>
 136                         [% FOREACH categoryloo IN categoryloop %]
 137                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 138                         [% END %]
 139                         </select>
 140                     </td>
 141                     <td>
 142                         <select name="itemtype" style="width:13em;">
 143                             <option value="*">All</option>
 144                         [% FOREACH itemtypeloo IN itemtypeloop %]
 145                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 146                         [% END %]
 147                         </select>
 148                     </td>
 149                     <td><input name="maxissueqty" size="3" /></td>
 150                     <td><input name="issuelength" size="3" /> </td>
 151                     <td><input name="lengthunit"  size="6" /> </td>
 152                     <td><select name="hardduedatecompare">
 153                            <option value="-1">Before</option>
 154                            <option value="0">Exactly on</option>
 155                            <option value="1">After</option>
 156                         </select>
 157                         <input type="text" size="10" id="hardduedate" name="hardduedate" value="[% hardduedate %]" />
 158                         [% INCLUDE 'date-format.inc' %]
 159                         <img src="[% themelang %]/lib/calendar/cal.gif" alt="Show Calendar"  border="0" id="CalendarDueDate" style="cursor: pointer;"/>
 160                         <script language="JavaScript" type="text/javascript">
 161                              function refocus(calendar) {
 162                                  document.getElementById('hardduedate').focus();
 163                                  calendar.hide();
 164                              };
 165                              Calendar.setup(
 166                              {
 167                              inputField : "hardduedate",
 168                              ifFormat : "%m/%d/%Y",
 169                              button : "CalendarDueDate",
 170                              onClose: refocus
 171                              }
 172                              );
 173                  </script>
 174                     </td>
 175                     <td><input name="fine" size="4" /></td>
 176                     <td><input name="chargeperiod" size="2" /></td>
 177                     <td><input name="firstremind" size="2" /> </td>
 178                     <td><input name="finedays" size="3" /> </td>
 179                     <td><input name="renewalsallowed" size="2" /></td>
 180                     <td><input name="reservesallowed" size="2" /></td>
 181                     <td><input name="rentaldiscount" size="2" /></td>
 182                     <td><input type="hidden" name="branch" value="[% current_branch %]"/><input type="submit" value="Add" class="submit" /></td>
 183                 </tr>
 184             </table>
 185         </form>
 186     </div>
 187     <div id="defaults-for-this-library" class="container">
 188     <h3>Default checkout and hold policy for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 189         <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>
 190         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 191             <input type="hidden" name="op" value="set-branch-defaults" />
 192             <input type="hidden" name="branch" value="[% current_branch %]"/>
 193             <table>
 194                 <tr>
 195                     <th>&nbsp;</th>
 196                     <th>Total Current Checkouts Allowed</th>
 197                     <th>Hold Policy</th>
 198                     <th>&nbsp;</th>
 199                     <th>&nbsp;</th>
 200                 </tr>
 201                 <tr>
 202                     <td><em>Defaults[% UNLESS ( default_rules ) %] (not set)[% END %]</em></td>
 203                     <td><input type="text" name="maxissueqty" size="3" value="[% default_maxissueqty %]"/></td>
 204                     <td>
 205                         <select name="holdallowed">
 206                             [% IF ( default_holdallowed_any ) %]
 207                             <option value="2" selected="selected">
 208                             [% ELSE %]
 209                             <option value="2">
 210                             [% END %]
 211                                 From Any Library
 212                             </option>
 213                             [% IF ( default_holdallowed_same ) %]
 214                             <option value="1" selected="selected">
 215                             [% ELSE %]
 216                             <option value="1">
 217                             [% END %]
 218                                 From Home Library
 219                             </option>
 220                             [% IF ( default_holdallowed_none ) %]
 221                             <option value="0" selected="selected">
 222                             [% ELSE %]
 223                             <option value="0">
 224                             [% END %]
 225                                 No Holds Allowed
 226                             </option>
 227                         </select>
 228                     </td>
 229                     <td><input type="submit" value="Save" class="submit" /></td>
 230                     <td>
 231                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=[% current_branch %]">Unset</a>
 232                     </td>
 233                 </tr>
 234             </table>
 235         </form>
 236     </div>
 237     [% IF ( show_branch_cat_rule_form ) %]
 238     <div id="holds-policy-by-patron-category" class="container">
 239     <h3>Checkout limit by patron category for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 240         <p>For this library, you can specify the maximum number of loans that
 241             a patron of a given category can make, regardless of the item type.
 242         </p>
 243         <p>If the total amount loanable for a given patron category is left blank,
 244            no limit applies, except possibly for a limit you define for a specific item type.
 245         </p>
 246         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 247             <input type="hidden" name="op" value="add-branch-cat" />
 248             <input type="hidden" name="branch" value="[% current_branch %]"/>
 249             <table>
 250                 <tr>
 251                     <th>Patron Category</th>
 252                     <th>Total Current Checkouts Allowed</th>
 253                     <th>&nbsp;</th>
 254                 </tr>
 255                 [% FOREACH branch_cat_rule_loo IN branch_cat_rule_loop %]
 256                     [% UNLESS ( loop.odd ) %]
 257                     <tr class="highlight">
 258                     [% ELSE %]
 259                     <tr>
 260                     [% END %]
 261                         <td>[% IF ( branch_cat_rule_loo.default_humancategorycode ) %]
 262                                 <em>Default</em>
 263                             [% ELSE %]
 264                                 [% branch_cat_rule_loo.humancategorycode %]
 265                             [% END %]
 266                         </td>
 267                         <td>[% IF ( branch_cat_rule_loo.unlimited_maxissueqty ) %]
 268                                 Unlimited
 269                             [% ELSE %]
 270                                 [% branch_cat_rule_loo.maxissueqty %]
 271                             [% END %]
 272                         </td>
 273                         <td>
 274                             <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>
 275                         </td>
 276                     </tr>
 277                 [% END %]
 278                 <tr>
 279                     <td>
 280                         <select name="categorycode">
 281                         [% FOREACH categoryloo IN categoryloop %]
 282                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 283                         [% END %]
 284                         </select>
 285                     </td>
 286                     <td><input name="maxissueqty" size="3" /></td>
 287                     <td><input type="submit" value="Add" class="submit" /></td>
 288                 </tr>
 289             </table>
 290         </form>
 291     </div>
 292     [% END %]
 293     <div id="holds-policy-by-item-type" class="container">
 294     <h3>Holds policy by item type for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 295         <p>
 296             For this library, you can edit rules for given itemtypes, regardless
 297             of the patron's category.
 298         </p>
 299         <p>
 300             Currently, this means hold policies.
 301             The various policies have the following effects:
 302         </p>
 303         <ul>
 304             <li><strong>From Any Library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 305             <li><strong>From Home Library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 306             <li><strong>No Holds Allowed:</strong> No patron may put this book on hold.</li>
 307         </ul>
 308         <p>
 309             Note that if the system preference
 310             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 311             be overridden by your circulation staff. Also, these policies are
 312             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 313         </p>
 314
 315         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 316             <input type="hidden" name="op" value="add-branch-item" />
 317             <input type="hidden" name="branch" value="[% current_branch %]"/>
 318             <table>
 319                 <tr>
 320                     <th>Item Type</th>
 321                     <th>Hold Policy</th>
 322                     <th>&nbsp;</th>
 323                 </tr>
 324                 [% FOREACH branch_item_rule_loo IN branch_item_rule_loop %]
 325                     [% UNLESS ( loop.odd ) %]
 326                     <tr class="highlight">
 327                     [% ELSE %]
 328                     <tr>
 329                     [% END %]
 330                         <td>[% IF ( branch_item_rule_loo.default_humanitemtype ) %]
 331                                 <em>Default</em>
 332                             [% ELSE %]
 333                                 [% branch_item_rule_loo.humanitemtype %]
 334                             [% END %]
 335                         </td>
 336                         <td>[% IF ( branch_item_rule_loo.holdallowed_any ) %]
 337                                 From Any Library
 338                             [% ELSIF ( branch_item_rule_loo.holdallowed_same ) %]
 339                                 From Home Library
 340                             [% ELSE %]
 341                                 No Holds Allowed
 342                             [% END %]
 343                         </td>
 344                         <td>
 345                             <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>
 346                         </td>
 347                     </tr>
 348                 [% END %]
 349                 <tr>
 350                     <td>
 351                         <select name="itemtype">
 352                         [% FOREACH itemtypeloo IN itemtypeloop %]
 353                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 354                         [% END %]
 355                         </select>
 356                     </td>
 357                     <td>
 358                         <select name="holdallowed">
 359                             <option value="2">From Any Library</option>
 360                             <option value="1">From Home Library</option>
 361                             <option value="0">No Holds Allowed</option>
 362                         </select>
 363                     </td>
 364                     <td><input type="submit" value="Add" class="submit" /></td>
 365                 </tr>
 366             </table>
 367         </form>
 368     </div>
 369 </div>
 370
 371 </div>
 372 <div class="yui-b">
 373 [% INCLUDE 'admin-menu.inc' %]
 374 </div>
 375 </div>
 376 [% INCLUDE 'intranet-bottom.inc' %]