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                                                             [% rule.lengthunit %]
 114                                                         </td>
 115                                                         <td>[% IF ( rule.hardduedate ) %]
 116                                                                [% IF ( rule.hardduedatebefore ) %]before [% rule.hardduedate %]</td>
 117                                                                [% ELSE %][% IF ( rule.hardduedateexact ) %]on [% rule.hardduedate %]</td>
 118                                                                                  [% ELSE %][% IF ( rule.hardduedateafter ) %]after [% rule.hardduedate %]</td>[% END %]
 119                                                                                  [% END %]
 120                                                                [% END %]
 121                                                             [% ELSE %]None defined[% END %]
 122                                                         <td>[% rule.fine %]</td>
 123                                                         <td>[% rule.chargeperiod %]</td>
 124                                                         <td>[% rule.firstremind %]</td>
 125                                                         <td>[% rule.finedays %]</td>
 126                                                         <td>[% rule.renewalsallowed %]</td>
 127                                                         <td>[% rule.reservesallowed %]</td>
 128                                                         <td>[% rule.rentaldiscount %]</td>
 129                                                         <td>
 130                                                                 <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>
 131                                                         </td>
 132                         </tr>
 133                 [% END %]
 134                 <tr>
 135                     <td>
 136                         <select name="categorycode">
 137                             <option value="*">All</option>
 138                         [% FOREACH categoryloo IN categoryloop %]
 139                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 140                         [% END %]
 141                         </select>
 142                     </td>
 143                     <td>
 144                         <select name="itemtype" style="width:13em;">
 145                             <option value="*">All</option>
 146                         [% FOREACH itemtypeloo IN itemtypeloop %]
 147                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 148                         [% END %]
 149                         </select>
 150                     </td>
 151                     <td><input name="maxissueqty" size="3" /></td>
 152                     <td><input name="issuelength" size="3" /> </td>
 153                     <td>
 154                       <select name="lengthunit">
 155                         <option value="days" selected>Days</option>
 156                         <option value="hours">Hours</option>
 157                       </select>
 158                     </td>
 159                     <td><select name="hardduedatecompare">
 160                            <option value="-1">Before</option>
 161                            <option value="0">Exactly on</option>
 162                            <option value="1">After</option>
 163                         </select>
 164                         <input type="text" size="10" id="hardduedate" name="hardduedate" value="[% hardduedate %]" />
 165                         [% INCLUDE 'date-format.inc' %]
 166                         <img src="[% themelang %]/lib/calendar/cal.gif" alt="Show Calendar"  border="0" id="CalendarDueDate" style="cursor: pointer;"/>
 167                         <script language="JavaScript" type="text/javascript">
 168                              function refocus(calendar) {
 169                                  document.getElementById('hardduedate').focus();
 170                                  calendar.hide();
 171                              };
 172                              Calendar.setup(
 173                              {
 174                              inputField : "hardduedate",
 175                              ifFormat : "%m/%d/%Y",
 176                              button : "CalendarDueDate",
 177                              onClose: refocus
 178                              }
 179                              );
 180                  </script>
 181                     </td>
 182                     <td><input name="fine" size="4" /></td>
 183                     <td><input name="chargeperiod" size="2" /></td>
 184                     <td><input name="firstremind" size="2" /> </td>
 185                     <td><input name="finedays" size="3" /> </td>
 186                     <td><input name="renewalsallowed" size="2" /></td>
 187                     <td><input name="reservesallowed" size="2" /></td>
 188                     <td><input name="rentaldiscount" size="2" /></td>
 189                     <td><input type="hidden" name="branch" value="[% current_branch %]"/><input type="submit" value="Add" class="submit" /></td>
 190                 </tr>
 191             </table>
 192         </form>
 193     </div>
 194     <div id="defaults-for-this-library" class="container">
 195     <h3>Default checkout, hold and return policy for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 196         <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>
 197         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 198             <input type="hidden" name="op" value="set-branch-defaults" />
 199             <input type="hidden" name="branch" value="[% current_branch %]"/>
 200             <table>
 201                 <tr>
 202                     <th>&nbsp;</th>
 203                     <th>Total current checkouts allowed</th>
 204                     <th>Hold policy</th>
 205                     <th>Return policy</th>
 206                     <th>&nbsp;</th>
 207                     <th>&nbsp;</th>
 208                 </tr>
 209                 <tr>
 210                     <td><em>Defaults[% UNLESS ( default_rules ) %] (not set)[% END %]</em></td>
 211                     <td><input type="text" name="maxissueqty" size="3" value="[% default_maxissueqty %]"/></td>
 212                     <td>
 213                         <select name="holdallowed">
 214                             [% IF ( default_holdallowed_any ) %]
 215                             <option value="2" selected="selected">
 216                             [% ELSE %]
 217                             <option value="2">
 218                             [% END %]
 219                                 From any library
 220                             </option>
 221                             [% IF ( default_holdallowed_same ) %]
 222                             <option value="1" selected="selected">
 223                             [% ELSE %]
 224                             <option value="1">
 225                             [% END %]
 226                                 From home library
 227                             </option>
 228                             [% IF ( default_holdallowed_none ) %]
 229                             <option value="0" selected="selected">
 230                             [% ELSE %]
 231                             <option value="0">
 232                             [% END %]
 233                                 No holds allowed
 234                             </option>
 235                         </select>
 236                     </td>
 237                     <td>
 238                         <select name="returnbranch">
 239                             [% IF ( default_returnbranch == 'homebranch' ) %]
 240                             <option value="homebranch" selected="selected">
 241                             [% ELSE %]
 242                             <option value="homebranch">
 243                             [% END %]
 244                                 Item returns home
 245                             </option>
 246                             [% IF ( default_returnbranch == 'holdingbranch' ) %]
 247                             <option value="holdingbranch" selected="selected">
 248                             [% ELSE %]
 249                             <option value="holdingbranch">
 250                             [% END %]
 251                                 Item returns to issuing branch
 252                             </option>
 253                             [% IF ( default_returnbranch == 'noreturn' ) %]
 254                             <option value="noreturn" selected="selected">
 255                             [% ELSE %]
 256                             <option value="noreturn">
 257                             [% END %]
 258                                 Item floats
 259                             </option>
 260                         </select>
 261                     </td>
 262                     <td><input type="submit" value="Save" class="submit" /></td>
 263                     <td>
 264                         <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&amp;categorycode=*&amp;branch=[% current_branch %]">Unset</a>
 265                     </td>
 266                 </tr>
 267             </table>
 268         </form>
 269     </div>
 270     [% IF ( show_branch_cat_rule_form ) %]
 271     <div id="holds-policy-by-patron-category" class="container">
 272     <h3>Checkout limit by patron category for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 273         <p>For this library, you can specify the maximum number of loans that
 274             a patron of a given category can make, regardless of the item type.
 275         </p>
 276         <p>If the total amount loanable for a given patron category is left blank,
 277            no limit applies, except possibly for a limit you define for a specific item type.
 278         </p>
 279         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 280             <input type="hidden" name="op" value="add-branch-cat" />
 281             <input type="hidden" name="branch" value="[% current_branch %]"/>
 282             <table>
 283                 <tr>
 284                     <th>Patron category</th>
 285                     <th>Total current checkouts allowed</th>
 286                     <th>&nbsp;</th>
 287                 </tr>
 288                 [% FOREACH branch_cat_rule_loo IN branch_cat_rule_loop %]
 289                     [% UNLESS ( loop.odd ) %]
 290                     <tr class="highlight">
 291                     [% ELSE %]
 292                     <tr>
 293                     [% END %]
 294                         <td>[% IF ( branch_cat_rule_loo.default_humancategorycode ) %]
 295                                 <em>Default</em>
 296                             [% ELSE %]
 297                                 [% branch_cat_rule_loo.humancategorycode %]
 298                             [% END %]
 299                         </td>
 300                         <td>[% IF ( branch_cat_rule_loo.unlimited_maxissueqty ) %]
 301                                 Unlimited
 302                             [% ELSE %]
 303                                 [% branch_cat_rule_loo.maxissueqty %]
 304                             [% END %]
 305                         </td>
 306                         <td>
 307                             <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>
 308                         </td>
 309                     </tr>
 310                 [% END %]
 311                 <tr>
 312                     <td>
 313                         <select name="categorycode">
 314                         [% FOREACH categoryloo IN categoryloop %]
 315                             <option value="[% categoryloo.categorycode %]">[% categoryloo.description %]</option>
 316                         [% END %]
 317                         </select>
 318                     </td>
 319                     <td><input name="maxissueqty" size="3" /></td>
 320                     <td><input type="submit" value="Add" class="submit" /></td>
 321                 </tr>
 322             </table>
 323         </form>
 324     </div>
 325     [% END %]
 326     <div id="holds-policy-by-item-type" class="container">
 327     <h3>Holds policy by item type for [% IF ( humanbranch ) %][% humanbranch %][% ELSE %]all libraries[% END %]</h3>
 328         <p>
 329             For this library, you can edit rules for given itemtypes, regardless
 330             of the patron's category.
 331         </p>
 332         <p>
 333             Currently, this means hold policies.
 334             The various policies have the following effects:
 335         </p>
 336         <ul>
 337             <li><strong>From any library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
 338             <li><strong>From home library:</strong> Only patrons from the item's home library may put this book on hold.</li>
 339             <li><strong>No holds allowed:</strong> No patron may put this book on hold.</li>
 340         </ul>
 341         <p>
 342             Note that if the system preference
 343             <code>AllowHoldPolicyOverride</code> is enabled, these policies can
 344             be overridden by your circulation staff. Also, these policies are
 345             based on the patron's home library, <em>not</em> the library where the hold is being placed..
 346         </p>
 347
 348         <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
 349             <input type="hidden" name="op" value="add-branch-item" />
 350             <input type="hidden" name="branch" value="[% current_branch %]"/>
 351             <table>
 352                 <tr>
 353                     <th>Item type</th>
 354                     <th>Hold policy</th>
 355                     <th>Return policy</th>
 356                     <th>&nbsp;</th>
 357                 </tr>
 358                 [% FOREACH branch_item_rule_loo IN branch_item_rule_loop %]
 359                     [% UNLESS ( loop.odd ) %]
 360                     <tr class="highlight">
 361                     [% ELSE %]
 362                     <tr>
 363                     [% END %]
 364                         <td>[% IF ( branch_item_rule_loo.default_humanitemtype ) %]
 365                                 <em>Default</em>
 366                             [% ELSE %]
 367                                 [% branch_item_rule_loo.humanitemtype %]
 368                             [% END %]
 369                         </td>
 370                         <td>[% IF ( branch_item_rule_loo.holdallowed_any ) %]
 371                                 From any library
 372                             [% ELSIF ( branch_item_rule_loo.holdallowed_same ) %]
 373                                 From home library
 374                             [% ELSE %]
 375                                 No holds allowed
 376                             [% END %]
 377                         </td>
 378                         <td>[% IF ( branch_item_rule_loo.returnbranch == 'homebranch' ) %]
 379                                 Item returns home
 380                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'holdingbranch' ) %]
 381                                 Item returns to issuing branch
 382                             [% ELSIF ( branch_item_rule_loo.returnbranch == 'noreturn' ) %]
 383                                 Item floats
 384                             [% ELSE %]
 385                                 Error - unknown option
 386                             [% END %]
 387                         </td>
 388                         <td>
 389                             <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>
 390                         </td>
 391                     </tr>
 392                 [% END %]
 393                 <tr>
 394                     <td>
 395                         <select name="itemtype">
 396                         [% FOREACH itemtypeloo IN itemtypeloop %]
 397                             <option value="[% itemtypeloo.itemtype %]">[% itemtypeloo.description %]</option>
 398                         [% END %]
 399                         </select>
 400                     </td>
 401                     <td>
 402                         <select name="holdallowed">
 403                             <option value="2">From any library</option>
 404                             <option value="1">From home library</option>
 405                             <option value="0">No holds allowed</option>
 406                         </select>
 407                     </td>
 408                     <td>
 409                         <select name="returnbranch">
 410                             <option value="homebranch">Item returns home</option>
 411                             <option value="holdingbranch">Item returns to issuing branch</option>
 412                             <option value="noreturn">Item floats</option>
 413                         </select>
 414                     </td>
 415                     <td><input type="submit" value="Add" class="submit" /></td>
 416                 </tr>
 417             </table>
 418         </form>
 419     </div>
 420 </div>
 421
 422 </div>
 423 <div class="yui-b">
 424 [% INCLUDE 'admin-menu.inc' %]
 425 </div>
 426 </div>
 427 [% INCLUDE 'intranet-bottom.inc' %]