<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 library, same patron type, same item type</li>
- <li>same library, same patron type, all item types</li>
- <li>same library, all patron types, same item type</li>
- <li>same library, all patron types, all item types</li>
- <li>default (all libraries), same patron type, same item type</li>
- <li>default (all libraries), same patron type, all item types</li>
- <li>default (all libraries), all patron types, same item type</li>
- <li>default (all libraries), all patron types, all item types</li>
+ <li>same library, same patron category, same item type</li>
+ <li>same library, same patron category, all item types</li>
+ <li>same library, all patron categories, same item type</li>
+ <li>same library, all patron categories, all item types</li>
+ <li>default (all libraries), same patron category, same item type</li>
+ <li>default (all libraries), same patron category, all item types</li>
+ <li>default (all libraries), all patron categories, same item type</li>
+ <li>default (all libraries), all patron categories, all item types</li>
</ul>
- <p>To modify a rule, create a new one with the same patron type and item type.</p>
+ <p>To modify a rule, create a new one with the same patron category and item type.</p>
</div>
<div>
<form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
<h1>Patron Categories</h1>
-<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron types.</p>
+<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron categories.</p>
<p>Patrons are assigned to one of six main categories:</p>
<ul>
<li>Adult
<ul>
- <li>Most common patron type, usually used for a general 'Patron' category.</li>
+ <li>Most common patron category, usually used for a general 'Patron' category.</li>
</ul>
</li>
<li>Child
</li>
<li>Statistical
<ul>
- <li>This patron type is used strictly for statistical purposes, such as in house use of items.</li>
+ <li>This patron category is used strictly for statistical purposes, such as in house use of items.</li>
</ul>
</li>
</ul>
<p>Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).</p>
-<p>These preferences are set based on patron types and item types.</p>
+<p>These preferences are set based on patron categories and item types.</p>
<p style="color: #990000;">Important: These preference can be overwritten by changes in the individual patron's messaging preferences.</p>
<li>To set preferences for all libraries, keep the menu set to 'Default'</li>
</ul>
</li>
- <li>By default all item types and all patrons are notified of check ins and check outs. To change this, click on the item/patron type combination that you would like to stop notices for.</li>
+ <li>By default all item types and all patrons are notified of check ins and check outs. To change this, click on the item type/patron category combination that you would like to stop notices for.</li>
</ul>
<p><strong>See the full documentation for Item Circulation Alerts in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/patscirc.html#itemcircalerts">manual</a> (online).</strong></p>
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<p>The rules are applied from most specific to less specific, using the first found in this order:</p>
<ul>
- <li>same library, same patron type, same item type</li>
- <li>same library, same patron type, all item type</li>
- <li>same library, all patron types, same item type</li>
- <li>same library, all patron types, all item types</li>
- <li>all libraries, same patron type, same item type</li>
- <li>all libraries, same patron type, all item types</li>
- <li>all libraries, all patron types, same item type</li>
- <li>all libraries, all patron types, all item types</li>
+ <li>same library, same patron category, same item type</li>
+ <li>same library, same patron category, all item type</li>
+ <li>same library, all patron categories, same item type</li>
+ <li>same library, all patron categories, all item types</li>
+ <li>all libraries, same patron category, same item type</li>
+ <li>all libraries, same patron category, all item types</li>
+ <li>all libraries, all patron categories, same item type</li>
+ <li>all libraries, all patron categories, all item types</li>
</ul>
<p>The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.</p>
<p>If you are a single library system choose your branch name before creating rules (sometimes having only rules for the 'all libraries' option can cause issues with holds)</p>
-<p style="color: #990000;">Important: At the very least you will need to set a default circulation rule. This rule should be set for all item types, all libraries and all patron categories. That will catch all instances that do not match a specific rule. When checking out if you do not have a rule for all libraries, all item types and all patron types then you may see patrons getting blocked from placing holds. You will also want a rule for your specific library set for all item types and all patron types to avoid this holds issue. Koha needs to know what rule to fall back on.</p>
+<p style="color: #990000;">Important: At the very least you will need to set a default circulation rule. This rule should be set for all item types, all libraries and all patron categories. That will catch all instances that do not match a specific rule. When checking out if you do not have a rule for all libraries, all item types and all patron categories then you may see patrons getting blocked from placing holds. You will also want a rule for your specific library set for all item types and all patron categories to avoid this holds issue. Koha needs to know what rule to fall back on.</p>
<h4>Default Circulation Rules</h4>
<li>Don't allow: Will only allow patrons to choose next available</li>
<li>Force: Will only allow patrons to choose an specific item</li>
</ul></li>
- <li>Finally, if you charge a rental fee for the item type and want to give a specific patron type a discount on that fee, enter the percentage discount (without the % symbol) in the 'Rental Discount' field</li>
+ <li>Finally, if you charge a rental fee for the item type and want to give a specific patron category a discount on that fee, enter the percentage discount (without the % symbol) in the 'Rental Discount' field</li>
</ul>
-<p>When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron type and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.</p>
+<p>When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron category and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.</p>
<p>To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.</p>
<ul>
<li>Fines will be charged based on your Circulation & Fines Rules</li>
- <li>Hold fees will be charged based on the rules you set in the Patron Types & Categories administration area</li>
+ <li>Hold fees will be charged based on the rules you set for the patron category in administration</li>
<li>Rental fees will be charged based on the settings in your Item Types administration area</li>
<li>Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item</li>
</ul>
<p><strong>See the full documentation for Patron Fines in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/patroninformation.html#patronfines">manual</a> (online).</strong></p>
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