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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/admin/smart-rules.tt (-9 / +9 lines)
Lines 130-145 $(document).ready(function() { Link Here
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    <div class="help">
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    <div class="help">
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        <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
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        <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
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        <ul>
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        <ul>
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            <li>same library, same patron type, same item type</li>
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            <li>same library, same patron category, same item type</li>
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            <li>same library, same patron type, all item types</li>
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            <li>same library, same patron category, all item types</li>
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            <li>same library, all patron types, same item type</li>
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            <li>same library, all patron categories, same item type</li>
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            <li>same library, all patron types, all item types</li>
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            <li>same library, all patron categories, all item types</li>
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            <li>default (all libraries), same patron type, same item type</li>
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            <li>default (all libraries), same patron category, same item type</li>
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            <li>default (all libraries), same patron type, all item types</li>
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            <li>default (all libraries), same patron category, all item types</li>
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            <li>default (all libraries), all patron types, same item type</li>
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            <li>default (all libraries), all patron categories, same item type</li>
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            <li>default (all libraries), all patron types, all item types</li>
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            <li>default (all libraries), all patron categories, all item types</li>
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        </ul>
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        </ul>
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        <p>To modify a rule, create a new one with the same patron type and item type.</p>
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        <p>To modify a rule, create a new one with the same patron category and item type.</p>
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    </div>
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    </div>
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    <div>
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    <div>
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        <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
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        <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/circ/circulation.tt (-1 / +1 lines)
Lines 1-4 Link Here
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[% USE Koha %]
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% USE Koha %]
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[% USE Branches %]
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[% USE Branches %]
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[% USE KohaDates %]
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[% USE KohaDates %]
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[% USE Categories %]
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[% USE Categories %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt (-3 / +3 lines)
Lines 2-15 Link Here
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<h1>Patron Categories</h1>

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<h1>Patron Categories</h1>

        

        

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<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron types.</p>


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<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron categories.</p>

            

        

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<p>Patrons are assigned to one of six main categories:</p>

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<p>Patrons are assigned to one of six main categories:</p>

        

        

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<ul>

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<ul>

        

        

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    <li>Adult

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    <li>Adult

        

        

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<ul>

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<ul>

        

          
            

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    <li>Most common patron type, usually used for a general 'Patron' category.</li>


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    <li>Most common patron category, usually used for a general 'Patron' category.</li>

            

        

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</ul>

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</ul>

        

        

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</li>

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</li>

        

        

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    <li>Child

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    <li>Child

        

  

    
      
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</li>

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</li>

        

        

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    <li>Statistical

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    <li>Statistical

        

        

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<ul>

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<ul>

        

          
            

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    <li>This patron type is used strictly for statistical purposes, such as in house use of items.</li>


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    <li>This patron category is used strictly for statistical purposes, such as in house use of items.</li>

            

        

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</ul>

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</ul>

        

        

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</li>

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</li>

        

        

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</ul>

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</ul>

        



(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt
      (-3 / +3 lines)




  

    
      
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<p>Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).</p>

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<p>Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).</p>

        

        

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<p>These preferences are set based on patron types and item types.</p>


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<p>These preferences are set based on patron categories and item types.</p>

            

        

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<p style="color: #990000;">Important: These preference can be overwritten by changes in the individual patron's messaging preferences.</p>

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<p style="color: #990000;">Important: These preference can be overwritten by changes in the individual patron's messaging preferences.</p>

        

        

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	<li>To set preferences for all libraries, keep the menu set to 'Default'</li>

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	<li>To set preferences for all libraries, keep the menu set to 'Default'</li>

        

        

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</ul>

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</ul>

        

        

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</li>

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</li>

        

          
            

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    <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>


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    <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 category combination that you would like to stop notices for.</li>

            

        

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</ul>

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</ul>

        

        

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<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><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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[% INCLUDE 'help-bottom.inc' %]


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[% INCLUDE 'help-bottom.inc' %]

            



(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt
      (-11 / +11 lines)




  

    
      
            Lines 7-20
          
      
      
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<p>The rules are applied from most specific to less specific, using the first found in this order:</p>

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<p>The rules are applied from most specific to less specific, using the first found in this order:</p>

        

        

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<ul>

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<ul>

        

          
            

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	<li>same library, same patron type, same item type</li>


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	<li>same library, same patron category, same item type</li>

            

            

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	<li>same library, same patron type, all item type</li>


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	<li>same library, same patron category, all item type</li>

            

            

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	<li>same library, all patron types, same item type</li>


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	<li>same library, all patron categories, same item type</li>

            

            

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	<li>same library, all patron types, all item types</li>


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	<li>same library, all patron categories, all item types</li>

            

            

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	<li>all libraries, same patron type, same item type</li>


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	<li>all libraries, same patron category, same item type</li>

            

            

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	<li>all libraries, same patron type, all item types</li>


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	<li>all libraries, same patron category, all item types</li>

            

            

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	<li>all libraries, all patron types, same item type</li>


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	<li>all libraries, all patron categories, same item type</li>

            

            

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	<li>all libraries, all patron types, all item types</li>


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	<li>all libraries, all patron categories, all item types</li>

            

        

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</ul>

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</ul>

        

        

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<p>The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.</p>

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<p>The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.</p>

        

  

    
      
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<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>

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<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>

        

        

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<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>


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<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>

            

        

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<h4>Default Circulation Rules</h4>

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<h4>Default Circulation Rules</h4>

        

        

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    <li>Don't allow: Will only allow patrons to choose next available</li>

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    <li>Don't allow: Will only allow patrons to choose next available</li>

        

        

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    <li>Force: Will only allow patrons to choose an specific item</li>

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    <li>Force: Will only allow patrons to choose an specific item</li>

        

        

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    </ul></li>

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    </ul></li>

        

          
            

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    <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>


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    <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>

            

        

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</ul>

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</ul>

        

        

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<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>


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<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>

            

        

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<p>To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.</p>

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<p>To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.</p>

        

        

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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt
      (-3 / +2 lines)




  

    
      
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<ul>

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<ul>

        

        

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	<li>Fines will be charged based on your Circulation &amp; Fines Rules</li>

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	<li>Fines will be charged based on your Circulation &amp; Fines Rules</li>

        

          
            

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	<li>Hold fees will be charged based on the rules you set in the Patron Types &amp; Categories administration area</li>


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	<li>Hold fees will be charged based on the rules you set in the Patron Categories &amp; Categories administration area</li>

            

        

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	<li>Rental fees will be charged based on the settings in your Item Types administration area</li>

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	<li>Rental fees will be charged based on the settings in your Item Types administration area</li>

        

        

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	<li>Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item</li>

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	<li>Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item</li>

        

        

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</ul>

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</ul>

        

  

    
      
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<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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<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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[% INCLUDE 'help-bottom.inc' %]


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[% INCLUDE 'help-bottom.inc' %]

            

            

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- 

              
              
            






  

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