View | Details | Raw Unified | Return to bug 17290
Collapse All | Expand All

(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/admin/smart-rules.tt (-9 / +9 lines)
Lines 130-145 $(document).ready(function() { Link Here
130 
    <div class="help">
 130 
    <div class="help">
131 
        <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
 131 
        <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
132 
        <ul>
 132 
        <ul>
133 
            <li>same library, same patron type, same item type</li>
 133 
            <li>same library, same patron category, same item type</li>
134 
            <li>same library, same patron type, all item types</li>
 134 
            <li>same library, same patron category, all item types</li>
135 
            <li>same library, all patron types, same item type</li>
 135 
            <li>same library, all patron categories, same item type</li>
136 
            <li>same library, all patron types, all item types</li>
 136 
            <li>same library, all patron categories, all item types</li>
137 
            <li>default (all libraries), same patron type, same item type</li>
 137 
            <li>default (all libraries), same patron category, same item type</li>
138 
            <li>default (all libraries), same patron type, all item types</li>
 138 
            <li>default (all libraries), same patron category, all item types</li>
139 
            <li>default (all libraries), all patron types, same item type</li>
 139 
            <li>default (all libraries), all patron categories, same item type</li>
140 
            <li>default (all libraries), all patron types, all item types</li>
 140 
            <li>default (all libraries), all patron categories, all item types</li>
141 
        </ul>
 141 
        </ul>
142 
        <p>To modify a rule, create a new one with the same patron type and item type.</p>
 142 
        <p>To modify a rule, create a new one with the same patron category and item type.</p>
143 
    </div>
 143 
    </div>
144 
    <div>
 144 
    <div>
145 
        <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
 145 
        <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt (-3 / +3 lines)
Lines 2-15 Link Here
2 

          2
          

        

        

          3
          
<h1>Patron Categories</h1>

          3
          
<h1>Patron Categories</h1>

        

        

          4
          

          4
          

        

          
            

              5
              
<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron types.</p>


              5
              
<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron categories.</p>

            

        

          6
          

          6
          

        

        

          7
          
<p>Patrons are assigned to one of six main categories:</p>

          7
          
<p>Patrons are assigned to one of six main categories:</p>

        

        

          8
          

          8
          

        

        

          9
          
<ul>

          9
          
<ul>

        

        

          10
          
    <li>Adult

          10
          
    <li>Adult

        

        

          11
          
<ul>

          11
          
<ul>

        

          
            

              12
              
    <li>Most common patron type, usually used for a general 'Patron' category.</li>


              12
              
    <li>Most common patron category, usually used for a general 'Patron' category.</li>

            

        

          13
          
</ul>

          13
          
</ul>

        

        

          14
          
</li>

          14
          
</li>

        

        

          15
          
    <li>Child

          15
          
    <li>Child

        

  

    
      
            Lines 34-40
          
      
      
        Link Here
      
    
  

        

          34
          
</li>

          34
          
</li>

        

        

          35
          
    <li>Statistical

          35
          
    <li>Statistical

        

        

          36
          
<ul>

          36
          
<ul>

        

          
            

              37
              
    <li>This patron type is used strictly for statistical purposes, such as in house use of items.</li>


              37
              
    <li>This patron category is used strictly for statistical purposes, such as in house use of items.</li>

            

        

          38
          
</ul>

          38
          
</ul>

        

        

          39
          
</li>

          39
          
</li>

        

        

          40
          
</ul>

          40
          
</ul>

        



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




  

    
      
            Lines 4-10
          
      
      
        Link Here
      
    
  

        

          4
          

          4
          

        

        

          5
          
<p>Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).</p>

          5
          
<p>Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).</p>

        

        

          6
          

          6
          

        

          
            

              7
              
<p>These preferences are set based on patron types and item types.</p>


              7
              
<p>These preferences are set based on patron categories and item types.</p>

            

        

          8
          

          8
          

        

        

          9
          
<p style="color: #990000;">Important: These preference can be overwritten by changes in the individual patron's messaging preferences.</p>

          9
          
<p style="color: #990000;">Important: These preference can be overwritten by changes in the individual patron's messaging preferences.</p>

        

        

          10
          

          10
          

        

  

    
      
            Lines 16-24
          
      
      
        Link Here
      
    
  

        

          16
          
	<li>To set preferences for all libraries, keep the menu set to 'Default'</li>

          16
          
	<li>To set preferences for all libraries, keep the menu set to 'Default'</li>

        

        

          17
          
</ul>

          17
          
</ul>

        

        

          18
          
</li>

          18
          
</li>

        

          
            

              19
              
    <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>


              19
              
    <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>

            

        

          20
          
</ul>

          20
          
</ul>

        

        

          21
          

          21
          

        

        

          22
          
<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>

          22
          
<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>

        

        

          23
          

          23
          

        

          
            

              24
              
[% INCLUDE 'help-bottom.inc' %]


              24
              
[% INCLUDE 'help-bottom.inc' %]

            



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




  

    
      
            Lines 7-20
          
      
      
        Link Here
      
    
  

        

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

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

        

        

          8
          

          8
          

        

        

          9
          
<ul>

          9
          
<ul>

        

          
            

              10
              
	<li>same library, same patron type, same item type</li>


              10
              
	<li>same library, same patron category, same item type</li>

            

            

              11
              
	<li>same library, same patron type, all item type</li>


              11
              
	<li>same library, same patron category, all item type</li>

            

            

              12
              
	<li>same library, all patron types, same item type</li>


              12
              
	<li>same library, all patron categories, same item type</li>

            

            

              13
              
	<li>same library, all patron types, all item types</li>


              13
              
	<li>same library, all patron categories, all item types</li>

            

            

              14
              
	<li>all libraries, same patron type, same item type</li>


              14
              
	<li>all libraries, same patron category, same item type</li>

            

            

              15
              
	<li>all libraries, same patron type, all item types</li>


              15
              
	<li>all libraries, same patron category, all item types</li>

            

            

              16
              
	<li>all libraries, all patron types, same item type</li>


              16
              
	<li>all libraries, all patron categories, same item type</li>

            

            

              17
              
	<li>all libraries, all patron types, all item types</li>


              17
              
	<li>all libraries, all patron categories, all item types</li>

            

        

          18
          
</ul>

          18
          
</ul>

        

        

          19
          

          19
          

        

        

          20
          
<p>The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.</p>

          20
          
<p>The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.</p>

        

  

    
      
            Lines 28-34
          
      
      
        Link Here
      
    
  

        

          28
          

          28
          

        

        

          29
          
<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>

          29
          
<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>

        

        

          30
          

          30
          

        

          
            

              31
              
<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>


              31
              
<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>

            

        

          32
          

          32
          

        

        

          33
          
<h4>Default Circulation Rules</h4>

          33
          
<h4>Default Circulation Rules</h4>

        

        

          34
          

          34
          

        

  

    
      
            Lines 83-92
          
      
      
        Link Here
      
    
  

        

          83
          
    <li>Don't allow: Will only allow patrons to choose next available</li>

          83
          
    <li>Don't allow: Will only allow patrons to choose next available</li>

        

        

          84
          
    <li>Force: Will only allow patrons to choose an specific item</li>

          84
          
    <li>Force: Will only allow patrons to choose an specific item</li>

        

        

          85
          
    </ul></li>

          85
          
    </ul></li>

        

          
            

              86
              
    <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>


              86
              
    <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>

            

        

          87
          
</ul>

          87
          
</ul>

        

        

          88
          

          88
          

        

          
            

              89
              
<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>


              89
              
<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>

            

        

          90
          

          90
          

        

        

          91
          
<p>To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.</p>

          91
          
<p>To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.</p>

        

        

          92
          

          92
          

        



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




  

    
      
            Lines 10-16
          
      
      
        Link Here
      
    
  

        

          10
          

          10
          

        

        

          11
          
<ul>

          11
          
<ul>

        

        

          12
          
	<li>Fines will be charged based on your Circulation &amp; Fines Rules</li>

          12
          
	<li>Fines will be charged based on your Circulation &amp; Fines Rules</li>

        

          
            

              13
              
	<li>Hold fees will be charged based on the rules you set in the Patron Types &amp; Categories administration area</li>


              13
              
	<li>Hold fees will be charged based on the rules you set for the patron category in administration</li>

            

        

          14
          
	<li>Rental fees will be charged based on the settings in your Item Types administration area</li>

          14
          
	<li>Rental fees will be charged based on the settings in your Item Types administration area</li>

        

        

          15
          
	<li>Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item</li>

          15
          
	<li>Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item</li>

        

        

          16
          
</ul>

          16
          
</ul>

        

  

    
      
            Lines 21-24
          
      
      
        Link Here
      
    
  

        

          21
          

          21
          

        

        

          22
          
<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>

          22
          
<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>

        

        

          23
          

          23
          

        

          
            

              24
              
[% INCLUDE 'help-bottom.inc' %]


              24
              
[% INCLUDE 'help-bottom.inc' %]

            

            

              25
              
- 

              
              
            






  

  Return to bug 17290