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>
 113                                                           <select>
 114                                                             <option value="hours" [% IF (rule.lengthunit == "hours") %] selected [% END %]>Hours</option>
 115                                                             <option value="days" [% IF (rule.lengthunit == "days") %] selected [% END %]>Days</option>
 116                                                           </select>
 117                                                         </td>
 118                                                         <td>[% IF ( rule.hardduedate ) %]
 119                                                                [% IF ( rule.hardduedatebefore ) %]before [% rule.hardduedate %]</td>
 120                                                                [% ELSE %][% IF ( rule.hardduedateexact ) %]on [% rule.hardduedate %]</td>
 121                                                                                  [% ELSE %][% IF ( rule.hardduedateafter ) %]after [% rule.hardduedate %]</td>[% END %]
 122                                                                                  [% END %]
 123                                                                [% END %]
 124                                                             [% ELSE %]None defined[% END %]
 125                                                         <td>[% rule.fine %]</td>
 126                                                         <td>[% rule.chargeperiod %]</td>
 127                                                         <td>[% rule.firstremind %]</td>
 128                                                         <td>[% rule.finedays %]</td>
 129                                                         <td>[% rule.renewalsallowed %]</td>
 130                                                         <td>[% rule.reservesallowed %]</td>
 131                                                         <td>[% rule.rentaldiscount %]</td>
 132                                                         <td>
 133                                                                 <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>
 134                                                         </td>
 135                         </tr>
 136                 [% END %]
 137                 <tr>
 138                     <td>
 139                         <select name="categorycode">
 140                             <option value="*">All</option>
 141                         [% FOREACH categoryloo IN categoryloop %]
 142                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 143                         [% END %]
 144                         </select>
 145                     </td>
 146                     <td>
 147                         <select name="itemtype" style="width:13em;">
 148                             <option value="*">All</option>
 149                         [% FOREACH itemtypeloo IN itemtypeloop %]
 150                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 151                         [% END %]
 152                         </select>
 153                     </td>
 154                     <td><input name="maxissueqty" size="3" /></td>
 155                     <td><input name="issuelength" size="3" /> </td>
 156                     <td><input name="lengthunit"  size="6" /> </td>
 157                     <td><select name="hardduedatecompare">
 158                            <option value="-1">Before</option>
 159                            <option value="0">Exactly on</option>
 160                            <option value="1">After</option>
 161                         </select>
 162                         <input type="text" size="10" id="hardduedate" name="hardduedate" value="[% hardduedate %]" />
 163                         [% INCLUDE 'date-format.inc' %]
 164                         <img src="[% themelang %]/lib/calendar/cal.gif" alt="Show Calendar"  border="0" id="CalendarDueDate" style="cursor: pointer;"/>
 165                         <script language="JavaScript" type="text/javascript">
 166                              function refocus(calendar) {
 167                                  document.getElementById('hardduedate').focus();
 168                                  calendar.hide();
 169                              };
 170                              Calendar.setup(
 171                              {
 172                              inputField : "hardduedate",
 173                              ifFormat : "%m/%d/%Y",
 174                              button : "CalendarDueDate",
 175                              onClose: refocus
 176                              }
 177                              );
 178                  </script>
 179                     </td>
 180                     <td><input name="fine" size="4" /></td>
 181                     <td><input name="chargeperiod" size="2" /></td>
 182                     <td><input name="firstremind" size="2" /> </td>
 183                     <td><input name="finedays" size="3" /> </td>
 184                     <td><input name="renewalsallowed" size="2" /></td>
 185                     <td><input name="reservesallowed" size="2" /></td>
 186                     <td><input name="rentaldiscount" size="2" /></td>
 187                     <td><input type="hidden" name="branch" value="[% current_branch %]"/><input type="submit" value="Add" class="submit" /></td>
 188                 </tr>
 189             </table>
 190         </form>
 191     </div>
 192     <div id="defaults-for-this-library" class="container">
 193     <h3>Default checkout and hold policy for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 194         <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>
 195         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 196             <input type="hidden" name="op" value="set-branch-defaults" />
 197             <input type="hidden" name="branch" value="[% current_branch %]"/>
 198             <table>
 199                 <tr>
 200                     <th>&nbsp;</th>
 201                     <th>Total Current Checkouts Allowed</th>
 202                     <th>Hold Policy</th>
 203                     <th>&nbsp;</th>
 204                     <th>&nbsp;</th>
 205                 </tr>
 206                 <tr>
 207                     <td><em>Defaults[% UNLESS ( default_rules ) %] (not set)[% END %]</em></td>
 208                     <td><input type="text" name="maxissueqty" size="3" value="[% default_maxissueqty %]"/></td>
 209                     <td>
 210                         <select name="holdallowed">
 211                             [% IF ( default_holdallowed_any ) %]
 212                             <option value="2" selected="selected">
 213                             [% ELSE %]
 214                             <option value="2">
 215                             [% END %]
 216                                 From Any Library
 217                             </option>
 218                             [% IF ( default_holdallowed_same ) %]
 219                             <option value="1" selected="selected">
 220                             [% ELSE %]
 221                             <option value="1">
 222                             [% END %]
 223                                 From Home Library
 224                             </option>
 225                             [% IF ( default_holdallowed_none ) %]
 226                             <option value="0" selected="selected">
 227                             [% ELSE %]
 228                             <option value="0">
 229                             [% END %]
 230                                 No Holds Allowed
 231                             </option>
 232                         </select>
 233                     </td>
 234                     <td><input type="submit" value="Save" class="submit" /></td>
 235                     <td>
 236                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=[% current_branch %]">Unset</a>
 237                     </td>
 238                 </tr>
 239             </table>
 240         </form>
 241     </div>
 242     [% IF ( show_branch_cat_rule_form ) %]
 243     <div id="holds-policy-by-patron-category" class="container">
 244     <h3>Checkout limit by patron category for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 245         <p>For this library, you can specify the maximum number of loans that
 246             a patron of a given category can make, regardless of the item type.
 247         </p>
 248         <p>If the total amount loanable for a given patron category is left blank,
 249            no limit applies, except possibly for a limit you define for a specific item type.
 250         </p>
 251         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 252             <input type="hidden" name="op" value="add-branch-cat" />
 253             <input type="hidden" name="branch" value="[% current_branch %]"/>
 254             <table>
 255                 <tr>
 256                     <th>Patron Category</th>
 257                     <th>Total Current Checkouts Allowed</th>
 258                     <th>&nbsp;</th>
 259                 </tr>
 260                 [% FOREACH branch_cat_rule_loo IN branch_cat_rule_loop %]
 261                     [% UNLESS ( loop.odd ) %]
 262                     <tr class="highlight">
 263                     [% ELSE %]
 264                     <tr>
 265                     [% END %]
 266                         <td>[% IF ( branch_cat_rule_loo.default_humancategorycode ) %]
 267                                 <em>Default</em>
 268                             [% ELSE %]
 269                                 [% branch_cat_rule_loo.humancategorycode %]
 270                             [% END %]
 271                         </td>
 272                         <td>[% IF ( branch_cat_rule_loo.unlimited_maxissueqty ) %]
 273                                 Unlimited
 274                             [% ELSE %]
 275                                 [% branch_cat_rule_loo.maxissueqty %]
 276                             [% END %]
 277                         </td>
 278                         <td>
 279                             <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>
 280                         </td>
 281                     </tr>
 282                 [% END %]
 283                 <tr>
 284                     <td>
 285                         <select name="categorycode">
 286                         [% FOREACH categoryloo IN categoryloop %]
 287                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 288                         [% END %]
 289                         </select>
 290                     </td>
 291                     <td><input name="maxissueqty" size="3" /></td>
 292                     <td><input type="submit" value="Add" class="submit" /></td>
 293                 </tr>
 294             </table>
 295         </form>
 296     </div>
 297     [% END %]
 298     <div id="holds-policy-by-item-type" class="container">
 299     <h3>Holds policy by item type for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 300         <p>
 301             For this library, you can edit rules for given itemtypes, regardless
 302             of the patron's category.
 303         </p>
 304         <p>
 305             Currently, this means hold policies.
 306             The various policies have the following effects:
 307         </p>
 308         <ul>
 309             <li><strong>From Any Library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 310             <li><strong>From Home Library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 311             <li><strong>No Holds Allowed:</strong> No patron may put this book on hold.</li>
 312         </ul>
 313         <p>
 314             Note that if the system preference
 315             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 316             be overridden by your circulation staff. Also, these policies are
 317             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 318         </p>
 319
 320         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 321             <input type="hidden" name="op" value="add-branch-item" />
 322             <input type="hidden" name="branch" value="[% current_branch %]"/>
 323             <table>
 324                 <tr>
 325                     <th>Item Type</th>
 326                     <th>Hold Policy</th>
 327                     <th>&nbsp;</th>
 328                 </tr>
 329                 [% FOREACH branch_item_rule_loo IN branch_item_rule_loop %]
 330                     [% UNLESS ( loop.odd ) %]
 331                     <tr class="highlight">
 332                     [% ELSE %]
 333                     <tr>
 334                     [% END %]
 335                         <td>[% IF ( branch_item_rule_loo.default_humanitemtype ) %]
 336                                 <em>Default</em>
 337                             [% ELSE %]
 338                                 [% branch_item_rule_loo.humanitemtype %]
 339                             [% END %]
 340                         </td>
 341                         <td>[% IF ( branch_item_rule_loo.holdallowed_any ) %]
 342                                 From Any Library
 343                             [% ELSIF ( branch_item_rule_loo.holdallowed_same ) %]
 344                                 From Home Library
 345                             [% ELSE %]
 346                                 No Holds Allowed
 347                             [% END %]
 348                         </td>
 349                         <td>
 350                             <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>
 351                         </td>
 352                     </tr>
 353                 [% END %]
 354                 <tr>
 355                     <td>
 356                         <select name="itemtype">
 357                         [% FOREACH itemtypeloo IN itemtypeloop %]
 358                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 359                         [% END %]
 360                         </select>
 361                     </td>
 362                     <td>
 363                         <select name="holdallowed">
 364                             <option value="2">From Any Library</option>
 365                             <option value="1">From Home Library</option>
 366                             <option value="0">No Holds Allowed</option>
 367                         </select>
 368                     </td>
 369                     <td><input type="submit" value="Add" class="submit" /></td>
 370                 </tr>
 371             </table>
 372         </form>
 373     </div>
 374 </div>
 375
 376 </div>
 377 <div class="yui-b">
 378 [% INCLUDE 'admin-menu.inc' %]
 379 </div>
 380 </div>
 381 [% INCLUDE 'intranet-bottom.inc' %]