<title>Koha › Administration › Issuing Rules</title>
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+ $.uiTableFilter( $('#smartrules'), this.value );
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+ $('.issues').show();
+ $('.fines').show();
+ $('.reserves').show();
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-<div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> › <a href="/cgi-bin/koha/admin/admin-home.pl">Administration</a> › Issuing Rules</div>
+<div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> › <a href="/cgi-bin/koha/admin/admin-home.pl">Administration</a> › Issuing Rules</div>
<div id="doc3" class="yui-t1">
<div class="help">
<p>The rules are applied from most specific to less specific, using the first found in this order:</p>
<ul>
- <li>same branch, same borrower type, same item type</li>
- <li>same branch, same borrower type, default item type</li>
- <li>same branch, default borrower type, same item type</li>
- <li>default branch, same borrower type, same item type</li>
- <li>anything else</li>
+ <li>same library, same patron type, same item type</li>
+ <li>same library, same patron type, default item type</li>
+ <li>same library, default patron type, same item type</li>
+ <li>same library, default patron type, default item type</li>
+ <li>default library, same patron type, same item type</li>
+ <li>default library, same patron type, default item type</li>
+ <li>default library, default patron type, same item type</li>
+ <li>default library, default patron type, default item type</li>
</ul>
- <p>To modify a rule, create a new one with the same borrower type and item type.</p>
+ <p>To modify a rule, create a new one with the same patron type and item type.</p>
</div>
<div id="bloc100">
<form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
- Select a branch :
+ Select a library :
<select name="branch" id="branch" style="width:20em;">
<option value="*">Default</option>
<!-- TMPL_LOOP NAME="branchloop" -->
- <!-- TMPL_IF NAME="selected" --><option value="<!-- TMPL_VAR NAME="value" -->" selected="selected"><!-- TMPL_VAR NAME="branchname" --></option><!-- TMPL_ELSE --><option value="<!-- TMPL_VAR NAME="value" -->"><!-- TMPL_VAR NAME="branchname" --></option><!-- /TMPL_IF -->
+ <!-- TMPL_IF NAME="selected" --><option value="<!-- TMPL_VAR NAME="value" -->" selected="selected"><!-- TMPL_VAR NAME="branchname" --></option><!-- TMPL_ELSE --><option value="<!-- TMPL_VAR NAME="value" -->"><!-- TMPL_VAR NAME="branchname" --></option><!-- /TMPL_IF -->
<!-- /TMPL_LOOP -->
</select>
</form>
- <br />
- <br />
- <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
+<!-- TMPL_IF Name="definedbranch" --><form action="/cgi-bin/koha/admin/clone-rules.pl" method="post"><label for="tobranch"><strong>Clone these rules to:</strong></label> <input type="hidden" name="frombranch" value="<!-- TMPL_VAR NAME="branch" -->" />
+ <select name="tobranch" id="tobranch"><!-- TMPL_LOOP NAME="branchloop" --><option value="<!-- TMPL_VAR NAME="value" -->"><!-- TMPL_VAR NAME="branchname" --></option><!-- /TMPL_LOOP --></select> <input type="submit" value="Clone" /></form><!-- /TMPL_IF --></fieldset>
+
+ <div class="toptabs">
+ <ul class="ui-tabs-nav">
+ <li class="ui-tabs-selected"><a id="nofilter">All</a></li>
+ <li><a id="issuesfilter">Issues</a></li>
+ <li><a id="finesfilter">Fines</a></li>
+ <li><a id="reservesfilter">Reserves</a></li>
+ <div style="text-align:right;"><label for="filter">Filter: </label><input type="text" name="filter" id="filter" /></div>
+ </ul>
+ <div class="tabs-container">
+ <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
<input type="hidden" name="op" value="add" />
- <table>
- <tr>
- <th>Patron Category</th>
- <th>Item Type</th>
- <th>Amount</th>
- <th>Grace Period</th>
- <th>Charging Interval</th>
- <th>Amoun Loanable</th>
- <th>Loan time</th><th> </th>
- </tr>
- <!-- TMPL_LOOP NAME="rules" -->
+ <table id="smartrules" width="100%">
+ <thead>
+ <tr>
+ <th>Patron Category</th>
+ <th>Item Type</th>
+ <th class="issues">Current Checkouts Allowed</th>
+ <th class="issues">Loan Period (day)</th>
+ <th class="fines">Fine Amount</th>
+ <th class="fines">Fine Charging Interval</th>
+ <th class="fines">Fine Grace period (day)</th>
+ <th class="fines">Suspension in Days (day)</th>
+ <th class="issues">Renewals Allowed (count)</th>
+ <th class="reserves">Holds Allowed (count)</th>
+ <th class="issues">Rental Discount (%)</th>
+ <th> </th>
+ </tr>
+ </thead>
+ <tbody>
+ <!-- TMPL_LOOP NAME="rules" -->
+ <!-- TMPL_UNLESS NAME="__odd__" -->
+ <tr class="highlight">
+ <!-- TMPL_ELSE -->
+ <tr>
+ <!-- /TMPL_UNLESS -->
+ <td><!-- TMPL_IF NAME="default_humancategorycode" -->
+ <em>Default</em>
+ <!-- TMPL_ELSE -->
+ <!-- TMPL_VAR NAME="humancategorycode" -->
+ <!-- /TMPL_IF -->
+ </td>
+ <td><!-- TMPL_IF NAME="default_humanitemtype" -->
+ <em>Default</em>
+ <!-- TMPL_ELSE -->
+ <!-- TMPL_VAR NAME="humanitemtype" -->
+ <!-- /TMPL_IF -->
+ </td>
+ <td class="issues"><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
+ Unlimited
+ <!-- TMPL_ELSE -->
+ <!-- TMPL_VAR NAME="maxissueqty" -->
+ <!-- /TMPL_IF -->
+ </td>
+ <td class="issues"><!-- TMPL_IF NAME="issuelength" --><!-- TMPL_VAR NAME="issuelength" --> <!-- /TMPL_IF --></td>
+ <td class="fines"><!-- TMPL_VAR NAME="fine" --></td>
+ <td class="fines"><!-- TMPL_IF NAME="chargeperiod" --><!-- TMPL_VAR NAME="chargeperiod" --> <!-- /TMPL_IF --></td>
+ <td class="fines"><!-- TMPL_IF NAME="firstremind" --><!-- TMPL_VAR NAME="firstremind" --> <!-- /TMPL_IF --></td>
+ <td class="fines"><!-- TMPL_IF NAME="finedays" --> <!-- TMPL_VAR NAME="finedays" --> <!-- /TMPL_IF --></td>
+ <td class="issues"><!-- TMPL_IF NAME="renewalsallowed" --><!-- TMPL_VAR NAME="renewalsallowed" --> <!-- /TMPL_IF --></td>
+ <td class="reserves"><!-- TMPL_IF NAME="reservesallowed" --><!-- TMPL_VAR NAME="reservesallowed" --> <!-- /TMPL_IF --></td>
+ <td class="issues"><!-- TMPL_VAR NAME="rentaldiscount" --></td>
+ <td>
+ <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete&itemtype=<!-- TMPL_VAR NAME="itemtype" -->&categorycode=<!-- TMPL_VAR NAME="categorycode" -->&branch=<!-- TMPL_VAR NAME="branch" -->">Delete</a>
+ </td>
+ </tr>
+ <!-- /TMPL_LOOP -->
+ </tbody>
+ <tfoot>
<tr>
- <td><!-- TMPL_IF NAME="default_humancategorycode" -->
- Any
- <!-- TMPL_ELSE -->
- <!-- TMPL_VAR NAME="humancategorycode" -->
- <!-- /TMPL_IF -->
+ <td>
+ <select name="categorycode">
+ <option value="*">Default</option>
+ <!-- TMPL_LOOP NAME="categoryloop" -->
+ <option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
+ <!-- /TMPL_LOOP -->
+ </select>
</td>
- <td><!-- TMPL_IF NAME="default_humanitemtype" -->
- Any
- <!-- TMPL_ELSE -->
- <!-- TMPL_VAR NAME="humanitemtype" -->
- <!-- /TMPL_IF -->
+ <td>
+ <select name="itemtype" style="width:13em;">
+ <option value="*">Default</option>
+ <!-- TMPL_LOOP NAME="itemtypeloop" -->
+ <option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
+ <!-- /TMPL_LOOP -->
+ </select>
</td>
- <td>$<!-- TMPL_VAR NAME="fine" --></td>
- <td><!-- TMPL_IF NAME="firstremind" --><!-- TMPL_VAR NAME="firstremind" --> day(s)<!-- /TMPL_IF --></td>
- <td><!-- TMPL_IF NAME="chargeperiod" --><!-- TMPL_VAR NAME="chargeperiod" --> day(s)<!-- /TMPL_IF --></td>
- <td><!-- TMPL_VAR NAME="maxissueqty" --></td>
- <td><!-- TMPL_IF NAME="issuelength" --><!-- TMPL_VAR NAME="issuelength" --> day(s)<!-- /TMPL_IF --></td>
+ <td class="issues"><input name="maxissueqty" size="3" /></td>
+ <td class="issues"><input name="issuelength" size="3" /> </td>
+ <td class="fines"><input name="fine" size="4" /></td>
+ <td class="fines"><input name="chargeperiod" size="2" /></td>
+ <td class="fines"><input name="firstremind" size="2" /> </td>
+ <td class="fines"><input name="finedays" size="3" /> </td>
+ <td class="issues"><input name="renewalsallowed" size="2" /></td>
+ <td class="reserves"><input name="reservesallowed" size="2" /></td>
+ <td><input class="issues" name="rentaldiscount" size="2" /></td>
+ <td><input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/><input type="submit" value="Add" class="submit" /></td>
+ </tr>
+ </tfoot>
+ </table>
+ </form>
+ </div><!-- tabs-container -->
+ </div><!-- toptabs -->
+ </div>
+ <div class="help">
+ <h4>Defaults for this library</h4>
+ <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>
+ </div>
+ <div>
+ <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
+ <input type="hidden" name="op" value="set-branch-defaults" />
+ <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/>
+ <table>
+ <tr>
+ <th> </th>
+ <th>Total Current Checkouts Allowed</th>
+ <th>Hold Policy</th>
+ <th> </th>
+ <th> </th>
+ </tr>
+ <tr>
+ <td><em>Defaults<!-- TMPL_UNLESS NAME="default_rules" --> (not set)<!-- /TMPL_IF --></em></td>
+ <td><input type="text" name="maxissueqty" size="3" value="<!-- TMPL_VAR NAME="default_maxissueqty" -->"/></td>
<td>
- <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete&itemtype=<!-- TMPL_VAR NAME="itemtype" -->&categorycode=<!-- TMPL_VAR NAME="categorycode" -->&branch=<!-- TMPL_VAR NAME="branch" -->">Delete</a>
+ <select name="holdallowed">
+ <!-- TMPL_IF NAME="default_holdallowed_any" -->
+ <option value="2" selected="selected">
+ <!-- TMPL_ELSE -->
+ <option value="2">
+ <!-- /TMPL_IF -->
+ From Any Library
+ </option>
+ <!-- TMPL_IF NAME="default_holdallowed_same" -->
+ <option value="1" selected="selected">
+ <!-- TMPL_ELSE -->
+ <option value="1">
+ <!-- /TMPL_IF -->
+ From Home Library
+ </option>
+ <!-- TMPL_IF NAME="default_holdallowed_none" -->
+ <option value="0" selected="selected">
+ <!-- TMPL_ELSE -->
+ <option value="0">
+ <!-- /TMPL_IF -->
+ No Holds Allowed
+ </option>
+ </select>
+ </td>
+ <td><input type="submit" value="Save" class="submit" /></td>
+ <td>
+ <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&categorycode=*&branch=<!-- TMPL_VAR NAME="branch" -->">Unset</a>
</td>
</tr>
- <!-- /TMPL_LOOP -->
+ </table>
+ </form>
+ </div>
+ <!-- TMPL_IF NAME="show_branch_cat_rule_form" -->
+ <div class="help">
+ <p>For this library, you can specify the maximum number of loans that
+ a patron of a given category can make, regardless of the item type.
+ </p>
+ <p>If the total amount loanable for a given patron category is left blank,
+ no limit applies, except possibly for a limit you define for a specific item type.
+ </p>
+ </div>
+ <div>
+ <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
+ <input type="hidden" name="op" value="add-branch-cat" />
+ <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/>
+ <table>
+ <tr>
+ <th>Patron Category</th>
+ <th>Total Current Checkouts Allowed</th>
+ <th> </th>
+ </tr>
+ <!-- TMPL_LOOP NAME="branch_cat_rule_loop" -->
+ <!-- TMPL_UNLESS NAME="__odd__" -->
+ <tr class="highlight">
+ <!-- TMPL_ELSE -->
+ <tr>
+ <!-- /TMPL_UNLESS -->
+ <td><!-- TMPL_IF NAME="default_humancategorycode" -->
+ <em>Default</em>
+ <!-- TMPL_ELSE -->
+ <!-- TMPL_VAR NAME="humancategorycode" -->
+ <!-- /TMPL_IF -->
+ </td>
+ <td><!-- TMPL_IF NAME="unlimited_maxissueqty" -->
+ Unlimited
+ <!-- TMPL_ELSE -->
+ <!-- TMPL_VAR NAME="maxissueqty" -->
+ <!-- /TMPL_IF -->
+ </td>
+ <td>
+ <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-cat&categorycode=<!-- TMPL_VAR NAME="categorycode" -->&branch=<!-- TMPL_VAR NAME="branch" -->">Delete</a>
+ </td>
+ </tr>
+ <!-- /TMPL_LOOP -->
<tr>
<td>
<select name="categorycode">
- <option value="*">Default</option>
<!-- TMPL_LOOP NAME="categoryloop" -->
<option value="<!-- TMPL_VAR NAME="categorycode" -->"><!-- TMPL_VAR NAME="description" --></option>
<!-- /TMPL_LOOP -->
</select>
</td>
+ <td><input name="maxissueqty" size="3" /></td>
+ <td><input type="submit" value="Add" class="submit" /></td>
+ </tr>
+ </table>
+ </form>
+ </div>
+ <!-- /TMPL_IF -->
+ <div class="help">
+ <p>
+ For this library, you can edit rules for given itemtypes, regardless
+ of the patron's category.
+ </p>
+ <p>
+ Currently, this means hold policies.
+ The various policies have the following effects:
+ </p>
+ <ul>
+ <li><strong>From Any Library:</strong> Patrons from any library may put this item on hold. <cite>(default if none is defined)</cite></li>
+ <li><strong>From Home Library:</strong> Only patrons from the item's home library may put this book on hold.</li>
+ <li><strong>No Holds Allowed:</strong> No patron may put this book on hold.</li>
+ </ul>
+ <p>
+ Note that if the system preference
+ <code>AllowHoldPolicyOverride</code> is enabled, these policies can
+ be overridden by your circulation staff. Also, these policies are
+ based on the patron's home branch, <em>not</em> the branch that
+ the reserving staff member is from.
+ </p>
+ </div>
+ <div>
+ <form method="post" action="/cgi-bin/koha/admin/smart-rules.pl">
+ <input type="hidden" name="op" value="add-branch-item" />
+ <input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/>
+ <table>
+ <tr>
+ <th>Item Type</th>
+ <th>Hold Policy</th>
+ <th> </th>
+ </tr>
+ <!-- TMPL_LOOP NAME="branch_item_rule_loop" -->
+ <!-- TMPL_UNLESS NAME="__odd__" -->
+ <tr class="highlight">
+ <!-- TMPL_ELSE -->
+ <tr>
+ <!-- /TMPL_UNLESS -->
+ <td><!-- TMPL_IF NAME="default_humanitemtype" -->
+ <em>Default</em>
+ <!-- TMPL_ELSE -->
+ <!-- TMPL_VAR NAME="humanitemtype" -->
+ <!-- /TMPL_IF -->
+ </td>
+ <td><!-- TMPL_IF NAME="holdallowed_any" -->
+ From Any Library
+ <!-- TMPL_ELSIF NAME="holdallowed_same" -->
+ From Home Library
+ <!-- TMPL_ELSE -->
+ No Holds Allowed
+ <!-- /TMPL_IF -->
+ </td>
+ <td>
+ <a class="button" href="/cgi-bin/koha/admin/smart-rules.pl?op=delete-branch-item&itemtype=<!-- TMPL_VAR NAME="itemtype" -->&branch=<!-- TMPL_VAR NAME="branch" -->">Delete</a>
+ </td>
+ </tr>
+ <!-- /TMPL_LOOP -->
+ <tr>
<td>
- <select name="itemtype" style="width:13em;">
- <option value="*">Default</option>
+ <select name="itemtype">
<!-- TMPL_LOOP NAME="itemtypeloop" -->
<option value="<!-- TMPL_VAR NAME="itemtype" -->"><!-- TMPL_VAR NAME="description" --></option>
<!-- /TMPL_LOOP -->
</select>
</td>
- <td>$<input name="fine" size="4" /></td>
- <td><input name="firstremind" size="2" /> day(s)</td>
- <td><input name="chargeperiod" size="2" /> day(s)</td>
- <td><input name="maxissueqty" size="3" /></td>
- <td><input name="issuelength" size="3" /> day(s)</td>
- <td><input type="hidden" name="branch" value="<!-- TMPL_VAR NAME="branch" -->"/><input type="submit" value="Add" class="submit" /></td>
+ <td>
+ <select name="holdallowed">
+ <option value="2">From Any Library</option>
+ <option value="1">From Home Library</option>
+ <option value="0">No Holds Allowed</option>
+ </select>
+ </td>
+ <td><input type="submit" value="Add" class="submit" /></td>
</tr>
</table>
</form>
projects / koha_fer / blobdiff