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1 [% INCLUDE 'doc-head-open.inc' %]
2 <title>Koha › Administration › Circulation and Fine Rules</title>
3 [% INCLUDE 'doc-head-close.inc' %]
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' %]
26 <div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> › <a href="/cgi-bin/koha/admin/admin-home.pl">Administration</a> › Circulation and Fine Rules</div>
28 <div id="doc3" class="yui-t1">
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>
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> </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&itemtype=[% rule.itemtype %]&categorycode=[% rule.categorycode %]&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> </th>
201 <th>Total Current Checkouts Allowed</th>
202 <th>Hold Policy</th>
203 <th> </th>
204 <th> </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&categorycode=*&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> </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&categorycode=[% branch_cat_rule_loo.categorycode %]&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>
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> </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&itemtype=[% branch_item_rule_loo.itemtype %]&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>
376 </div>
377 <div class="yui-b">
378 [% INCLUDE 'admin-menu.inc' %]
379 </div>
380 </div>
381 [% INCLUDE 'intranet-bottom.inc' %]