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 (day)</th>
  76                 <th>Hard due date</th>
  77                 <th>Fine amount</th>
  78                 <th>Fine charging interval</th>
  79                 <th>Fine grace period (day)</th>
  80                 <th>Suspension in days (day)</th>
  81                 <th>Renewals allowed (count)</th>
  82                 <th>Holds allowed (count)</th>
  83                         <th>Rental discount (%)</th>
  84                                 <th>&nbsp;</th>
  85             </tr>
  86                                 [% FOREACH rule IN rules %]
  87                                         [% UNLESS ( loop.odd ) %]
  88                                         <tr class="highlight">
  89                                         [% ELSE %]
  90                                         <tr>
  91                                         [% END %]
  92                                                         <td>[% IF ( rule.default_humancategorycode ) %]
  93                                                                         <em>All</em>
  94                                                                 [% ELSE %]
  95                                                                         [% rule.humancategorycode %]
  96                                                                 [% END %]
  97                                                         </td>
  98                                                         <td>[% IF ( rule.default_humanitemtype ) %]
  99                                                                         <em>All</em>
 100                                                                 [% ELSE %]
 101                                                                         [% rule.humanitemtype %]
 102                                                                 [% END %]
 103                                                         </td>
 104                                                         <td>[% IF ( rule.unlimited_maxissueqty ) %]
 105                                                                         Unlimited
 106                                                                 [% ELSE %]
 107                                                                         [% rule.maxissueqty %]
 108                                                                 [% END %]
 109                                                         </td>
 110                                                         <td>[% rule.issuelength %]</td>
 111                                                         <td>[% IF ( rule.hardduedate ) %]
 112                                                                [% IF ( rule.hardduedatebefore ) %]before [% rule.hardduedate %]</td>
 113                                                                [% ELSE %][% IF ( rule.hardduedateexact ) %]on [% rule.hardduedate %]</td>
 114                                                                                  [% ELSE %][% IF ( rule.hardduedateafter ) %]after [% rule.hardduedate %]</td>[% END %]
 115                                                                                  [% END %]
 116                                                                [% END %]
 117                                                             [% ELSE %]None defined[% END %]
 118                                                         <td>[% rule.fine %]</td>
 119                                                         <td>[% rule.chargeperiod %]</td>
 120                                                         <td>[% rule.firstremind %]</td>
 121                                                         <td>[% rule.finedays %]</td>
 122                                                         <td>[% rule.renewalsallowed %]</td>
 123                                                         <td>[% rule.reservesallowed %]</td>
 124                                                         <td>[% rule.rentaldiscount %]</td>
 125                                                         <td>
 126                                                                 <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>
 127                                                         </td>
 128                         </tr>
 129                 [% END %]
 130                 <tr>
 131                     <td>
 132                         <select name="categorycode">
 133                             <option value="*">All</option>
 134                         [% FOREACH categoryloo IN categoryloop %]
 135                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 136                         [% END %]
 137                         </select>
 138                     </td>
 139                     <td>
 140                         <select name="itemtype" style="width:13em;">
 141                             <option value="*">All</option>
 142                         [% FOREACH itemtypeloo IN itemtypeloop %]
 143                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 144                         [% END %]
 145                         </select>
 146                     </td>
 147                     <td><input name="maxissueqty" size="3" /></td>
 148                     <td><input name="issuelength" size="3" /> </td>
 149                     <td><select name="hardduedatecompare">
 150                            <option value="-1">Before</option>
 151                            <option value="0">Exactly on</option>
 152                            <option value="1">After</option>
 153                         </select>
 154                         <input type="text" size="10" id="hardduedate" name="hardduedate" value="[% hardduedate %]" />
 155                         [% INCLUDE 'date-format.inc' %]
 156                         <img src="[% themelang %]/lib/calendar/cal.gif" alt="Show Calendar"  border="0" id="CalendarDueDate" style="cursor: pointer;"/>
 157                         <script language="JavaScript" type="text/javascript">
 158                              function refocus(calendar) {
 159                                  document.getElementById('hardduedate').focus();
 160                                  calendar.hide();
 161                              };
 162                              Calendar.setup(
 163                              {
 164                              inputField : "hardduedate",
 165                              ifFormat : "%m/%d/%Y",
 166                              button : "CalendarDueDate",
 167                              onClose: refocus
 168                              }
 169                              );
 170                  </script>
 171                     </td>
 172                     <td><input name="fine" size="4" /></td>
 173                     <td><input name="chargeperiod" size="2" /></td>
 174                     <td><input name="firstremind" size="2" /> </td>
 175                     <td><input name="finedays" size="3" /> </td>
 176                     <td><input name="renewalsallowed" size="2" /></td>
 177                     <td><input name="reservesallowed" size="2" /></td>
 178                     <td><input name="rentaldiscount" size="2" /></td>
 179                     <td><input type="hidden" name="branch" value="[% current_branch %]"/><input type="submit" value="Add" class="submit" /></td>
 180                 </tr>
 181             </table>
 182         </form>
 183     </div>
 184     <div id="defaults-for-this-library" class="container">
 185     <h3>Default checkout, hold and return policy for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 186         <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>
 187         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 188             <input type="hidden" name="op" value="set-branch-defaults" />
 189             <input type="hidden" name="branch" value="[% current_branch %]"/>
 190             <table>
 191                 <tr>
 192                     <th>&nbsp;</th>
 193                     <th>Total current checkouts allowed</th>
 194                     <th>Hold policy</th>
 195                     <th>Return policy</th>
 196                     <th>&nbsp;</th>
 197                     <th>&nbsp;</th>
 198                 </tr>
 199                 <tr>
 200                     <td><em>Defaults[% UNLESS ( default_rules ) %] (not set)[% END %]</em></td>
 201                     <td><input type="text" name="maxissueqty" size="3" value="[% default_maxissueqty %]"/></td>
 202                     <td>
 203                         <select name="holdallowed">
 204                             [% IF ( default_holdallowed_any ) %]
 205                             <option value="2" selected="selected">
 206                             [% ELSE %]
 207                             <option value="2">
 208                             [% END %]
 209                                 From any library
 210                             </option>
 211                             [% IF ( default_holdallowed_same ) %]
 212                             <option value="1" selected="selected">
 213                             [% ELSE %]
 214                             <option value="1">
 215                             [% END %]
 216                                 From home library
 217                             </option>
 218                             [% IF ( default_holdallowed_none ) %]
 219                             <option value="0" selected="selected">
 220                             [% ELSE %]
 221                             <option value="0">
 222                             [% END %]
 223                                 No holds allowed
 224                             </option>
 225                         </select>
 226                     </td>
 227                     <td>
 228                         <select name="returnbranch">
 229                             [% IF ( default_returnbranch == 'homebranch' ) %]
 230                             <option value="homebranch" selected="selected">
 231                             [% ELSE %]
 232                             <option value="homebranch">
 233                             [% END %]
 234                                 Item returns home
 235                             </option>
 236                             [% IF ( default_returnbranch == 'holdingbranch' ) %]
 237                             <option value="holdingbranch" selected="selected">
 238                             [% ELSE %]
 239                             <option value="holdingbranch">
 240                             [% END %]
 241                                 Item returns to issuing branch
 242                             </option>
 243                             [% IF ( default_returnbranch == 'noreturn' ) %]
 244                             <option value="noreturn" selected="selected">
 245                             [% ELSE %]
 246                             <option value="noreturn">
 247                             [% END %]
 248                                 Item floats
 249                             </option>
 250                         </select>
 251                     </td>
 252                     <td><input type="submit" value="Save" class="submit" /></td>
 253                     <td>
 254                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=[% current_branch %]">Unset</a>
 255                     </td>
 256                 </tr>
 257             </table>
 258         </form>
 259     </div>
 260     [% IF ( show_branch_cat_rule_form ) %]
 261     <div id="holds-policy-by-patron-category" class="container">
 262     <h3>Checkout limit by patron category for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 263         <p>For this library, you can specify the maximum number of loans that
 264             a patron of a given category can make, regardless of the item type.
 265         </p>
 266         <p>If the total amount loanable for a given patron category is left blank,
 267            no limit applies, except possibly for a limit you define for a specific item type.
 268         </p>
 269         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 270             <input type="hidden" name="op" value="add-branch-cat" />
 271             <input type="hidden" name="branch" value="[% current_branch %]"/>
 272             <table>
 273                 <tr>
 274                     <th>Patron category</th>
 275                     <th>Total current checkouts allowed</th>
 276                     <th>&nbsp;</th>
 277                 </tr>
 278                 [% FOREACH branch_cat_rule_loo IN branch_cat_rule_loop %]
 279                     [% UNLESS ( loop.odd ) %]
 280                     <tr class="highlight">
 281                     [% ELSE %]
 282                     <tr>
 283                     [% END %]
 284                         <td>[% IF ( branch_cat_rule_loo.default_humancategorycode ) %]
 285                                 <em>Default</em>
 286                             [% ELSE %]
 287                                 [% branch_cat_rule_loo.humancategorycode %]
 288                             [% END %]
 289                         </td>
 290                         <td>[% IF ( branch_cat_rule_loo.unlimited_maxissueqty ) %]
 291                                 Unlimited
 292                             [% ELSE %]
 293                                 [% branch_cat_rule_loo.maxissueqty %]
 294                             [% END %]
 295                         </td>
 296                         <td>
 297                             <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>
 298                         </td>
 299                     </tr>
 300                 [% END %]
 301                 <tr>
 302                     <td>
 303                         <select name="categorycode">
 304                         [% FOREACH categoryloo IN categoryloop %]
 305                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 306                         [% END %]
 307                         </select>
 308                     </td>
 309                     <td><input name="maxissueqty" size="3" /></td>
 310                     <td><input type="submit" value="Add" class="submit" /></td>
 311                 </tr>
 312             </table>
 313         </form>
 314     </div>
 315     [% END %]
 316     <div id="holds-policy-by-item-type" class="container">
 317     <h3>Holds policy by item type for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 318         <p>
 319             For this library, you can edit rules for given itemtypes, regardless
 320             of the patron's category.
 321         </p>
 322         <p>
 323             Currently, this means hold policies.
 324             The various policies have the following effects:
 325         </p>
 326         <ul>
 327             <li><strong>From any library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 328             <li><strong>From home library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 329             <li><strong>No holds allowed:</strong> No patron may put this book on hold.</li>
 330         </ul>
 331         <p>
 332             Note that if the system preference
 333             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 334             be overridden by your circulation staff. Also, these policies are
 335             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 336         </p>
 337
 338         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 339             <input type="hidden" name="op" value="add-branch-item" />
 340             <input type="hidden" name="branch" value="[% current_branch %]"/>
 341             <table>
 342                 <tr>
 343                     <th>Item type</th>
 344                     <th>Hold policy</th>
 345                     <th>Return policy</th>
 346                     <th>&nbsp;</th>
 347                 </tr>
 348                 [% FOREACH branch_item_rule_loo IN branch_item_rule_loop %]
 349                     [% UNLESS ( loop.odd ) %]
 350                     <tr class="highlight">
 351                     [% ELSE %]
 352                     <tr>
 353                     [% END %]
 354                         <td>[% IF ( branch_item_rule_loo.default_humanitemtype ) %]
 355                                 <em>Default</em>
 356                             [% ELSE %]
 357                                 [% branch_item_rule_loo.humanitemtype %]
 358                             [% END %]
 359                         </td>
 360                         <td>[% IF ( branch_item_rule_loo.holdallowed_any ) %]
 361                                 From any library
 362                             [% ELSIF ( branch_item_rule_loo.holdallowed_same ) %]
 363                                 From home library
 364                             [% ELSE %]
 365                                 No holds allowed
 366                             [% END %]
 367                         </td>
 368                         <td>[% IF ( branch_item_rule_loo.returnbranch == 'homebranch' ) %]
 369                                 Item returns home
 370                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'holdingbranch' ) %]
 371                                 Item returns to issuing branch
 372                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'noreturn' ) %]
 373                                 Item floats
 374                             [% ELSE %]
 375                                 Error - unknown option
 376                             [% END %]
 377                         </td>
 378                         <td>
 379                             <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>
 380                         </td>
 381                     </tr>
 382                 [% END %]
 383                 <tr>
 384                     <td>
 385                         <select name="itemtype">
 386                         [% FOREACH itemtypeloo IN itemtypeloop %]
 387                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 388                         [% END %]
 389                         </select>
 390                     </td>
 391                     <td>
 392                         <select name="holdallowed">
 393                             <option value="2">From any library</option>
 394                             <option value="1">From home library</option>
 395                             <option value="0">No holds allowed</option>
 396                         </select>
 397                     </td>
 398                     <td>
 399                         <select name="returnbranch">
 400                             <option value="homebranch">Item returns home</option>
 401                             <option value="holdingbranch">Item returns to issuing branch</option>
 402                             <option value="noreturn">Item floats</option>
 403                         </select>
 404                     </td>
 405                     <td><input type="submit" value="Add" class="submit" /></td>
 406                 </tr>
 407             </table>
 408         </form>
 409     </div>
 410 </div>
 411
 412 </div>
 413 <div class="yui-b">
 414 [% INCLUDE 'admin-menu.inc' %]
 415 </div>
 416 </div>
 417 [% INCLUDE 'intranet-bottom.inc' %]