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          | 1 | [% INCLUDE 'help-top.inc' %] | 1 | [% INCLUDE 'help-top.inc' %] | 
        
          | 2 |  | 2 |  | 
          
            
              | 3 | <h1>Circulation and fines rules</h1> | 3 | <h1>Circulation and Fines Rules</h1> | 
        
          | 4 |  | 4 |  | 
        
          | 5 | <p>These rules define how your items are circulated, how/when fines are calculated and how holds are handled.</p> | 5 | <p>These rules define how your items are circulated, how/when fines are calculated and how holds are handled.</p> | 
        
          | 6 |  | 6 |  | 
            
              |  |  | 7 | <ul> | 
            
              | 8 | 	<li><em>Get there:</em> More > Administration > Patrons & Circulation > Circulation and fines rules</li> | 
            
              | 9 | </ul> | 
            
              | 10 |  | 
        
          | 7 | <p>The rules are applied from most specific to less specific, using the first found in this order:</p> | 11 | <p>The rules are applied from most specific to less specific, using the first found in this order:</p> | 
            
              |  |  | 12 |  | 
        
          | 8 | <ul> | 13 | <ul> | 
        
          | 9 | 	<li>same library, same patron type, same item type</li> | 14 | 	<li>same library, same patron type, same item type</li> | 
        
          | 10 | 	<li>same library, same patron type, all item type</li> | 15 | 	<li>same library, same patron type, all item type</li> | 
  
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          | 16 | 	<li>all libraries, all patron types, all item types</li> | 21 | 	<li>all libraries, all patron types, all item types</li> | 
        
          | 17 | </ul> | 22 | </ul> | 
        
          | 18 |  | 23 |  | 
          
            
              | 19 | <p style="background-color: #ffe599;">Tip: If you are a single library system choose your library name before creating rules (sometimes having only rules for the 'all libraries' option can cause issues with holds)</p> | 24 | <p style="background-color: #ffe599;">Tip: 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) | 
        
          | 20 |  | 25 |  | 
          
            
              | 21 | <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> | 26 | <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. | 
        
          | 22 |  | 27 |  | 
          
            
              | 23 | <h2>Default circulation rules</h2> | 28 | <h3>Default Circulation Rules</h3> | 
        
          | 24 |  | 29 |  | 
          
            
              | 25 | <p>Using the issuing rules matrix you can define rules that depend on patron/item type combos. To set your rules, choose a library from the pull down (or 'all libraries' if you want to apply these rules to all libraries):</p> | 30 | <p>Using the issuing rules matrix you can define rules that depend on patron/item type combos. To set your rules, choose a library from the pull down (or 'all libraries' if you want to apply these rules to all branches)</p> | 
        
          | 26 |  | 31 |  | 
        
          | 27 | <p>From the matrix you can choose any combination of patron categories and item types to apply the rules to</p> | 32 | <p>From the matrix you can choose any combination of patron categories and item types to apply the rules to</p> | 
            
              |  |  | 33 |  | 
        
          | 28 | <ul> | 34 | <ul> | 
        
          | 29 | 	<li>First choose which patron category you'd like the rule to be applied to. If you leave this to 'All' it will apply to all patron categories</li> | 35 | 	<li>First choose which patron category you'd like the rule to be applied to. If you leave this to 'All' it will apply to all patron categories</li> | 
        
          | 30 | 	<li>Choose the 'Item Type' you would like this rule to apply to. If you leave this to 'All' it will apply to all item types</li> | 36 | 	<li>Choose the 'Item Type' you would like this rule to apply to. If you leave this to 'All' it will apply to all item types</li> | 
        
          | 31 | 	<li>Limit the number of items a patron can have checked out at the same time by entering a number in the 'Current Checkouts Allowed' field</li> | 37 | 	<li>Limit the number of items a patron can have checked out at the same time by entering a number in the 'Current Checkouts Allowed' field</li> | 
          
            
              | 32 | 	<li>Define the period of time and item can be checked out to a patron by entering the number of days in the 'Loan Period' box.</li> | 38 | 	<li>Define the period of time an item can be checked out to a patron by entering the number of units (days or hours) in the 'Loan Period' box.</li> | 
            
              |  |  | 39 | 	<li>Choose which unit of time, Days or Hours, that the loan period and fines will be calculate in</li> | 
        
          | 33 | 	<li>You can also define a hard due date for a specific patron category and item type. A hard due date ignores your usual circulation rules and makes it so that all items of the type defined are due on, before or after the date you specify.</li> | 40 | 	<li>You can also define a hard due date for a specific patron category and item type. A hard due date ignores your usual circulation rules and makes it so that all items of the type defined are due on, before or after the date you specify.</li> | 
          
            
              | 34 | 	<li>'Fine Amount' should have the amount you would like to charge for overdue items</li> | 41 | 	<li>'Fine Amount' should have the amount you would like to charge for overdue items | 
        
          | 35 | <ul> | 42 | <ul> | 
          
            
              | 36 |     <li>Important: Enter only numbers and decimal points (no currency symbols).</li> | 43 | 	<li style="color: #990000;">Important: Enter only numbers and decimal points (no currency symbols).</li> | 
            
              |  |  | 44 |  | 
        
          | 37 | </ul> | 45 | </ul> | 
          
            
              | 38 |     <li>The 'Fine grace period' is the period of time an item can be overdue before you start charging fines.</li> | 46 | </li> | 
            
              | 39 |     <li>Enter the 'Fine charging interval' in days (ex. charge fines every 1 day, or every 2 days)</li> | 47 | 	<li>Enter the 'Fine Charging Interval' in the unit you set (ex. charge fines every 1 day, or every 2 hours)</li> | 
            
              | 40 |     <li>If your library 'fines' patrons by suspending their account you can enter the number of days their fine should be suspended in the 'Suspension in days' field</li> | 48 | 	<li>The 'Fine Grace Period' is the period of time an item can be overdue before you start charging fines. | 
            
              | 41 |     <li>Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the 'Renewals allowed' box</li> | 49 | <ul> | 
            
              | 42 |     <li>If the patron can place holds on this item type, enter the total numbers of items (of this type) that can be put on hold in the 'Holds allowed' field</li> | 50 | 	<li style="color: #990000;">Important: This can only be set for the Day unit, not in Hours</li> | 
            
              | 43 |     <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> | 51 | </ul> | 
            
              |  |  | 52 | </li> | 
            
              | 53 | 	<li>If your library 'fines' patrons by suspending their account you can enter the number of days their fine should be suspended in the 'Suspension in Days' field | 
            
              | 54 | <ul> | 
            
              | 55 | 	<li style="color: #990000;">Important: This can only be set for the Day unit, not in Hours</li> | 
            
              | 56 | </ul> | 
            
              | 57 | </li> | 
            
              | 58 | 	<li>Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the 'Renewals Allowed' box</li> | 
            
              | 59 | 	<li>If the patron can place holds on this item type, enter the total numbers of items (of this type) that can be put on hold in the 'Holds Allowed' field</li> | 
            
              | 60 | 	<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> | 
        
          | 44 | </ul> | 61 | </ul> | 
        
          | 45 |  | 62 |  | 
        
          | 46 | <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> | 63 | <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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          | 49 |  | 66 |  | 
        
          | 50 | <p>After choosing to clone you will be presented with a confirmation message.</p> | 67 | <p>After choosing to clone you will be presented with a confirmation message.</p> | 
        
          | 51 |  | 68 |  | 
          
            
              | 52 | <h2>Default checkouts and hold policy</h2> | 69 | <h3>Default Checkouts and Hold Policy</h3> | 
        
          | 53 |  | 70 |  | 
        
          | 54 | <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> | 71 | <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> | 
        
          | 55 |  | 72 |  | 
        
          | 56 | <p>From this menu you can set a default to apply to all item types and patrons in the library.</p> | 73 | <p>From this menu you can set a default to apply to all item types and patrons in the library.</p> | 
            
              |  |  | 74 |  | 
        
          | 57 | <ul> | 75 | <ul> | 
          
            
              | 58 |     <li>In 'Total current checkouts allowed' enter the total number of items patrons can have checked out at one time</li> | 76 | 	<li>In 'Total Current Checkouts Allowed' enter the total number of items patrons can have checked out at one time</li> | 
            
              | 59 |     <li>Control where patrons can place holds from using the 'Hold policy' menu</li> | 77 | 	<li>Control where patrons can place holds from using the 'Hold Policy' menu | 
        
          | 60 | <ul> | 78 | <ul> | 
          
            
              | 61 |     <li>From any library: Patrons from any library may put this item on hold. (default if none is defined)</li> | 79 | 	<li>From Any Library: Patrons from any library may put this item on hold. (default if none is defined)</li> | 
            
              | 62 |     <li>From home library: Only patrons from the item's home library may put this book on hold.</li> | 80 | 	<li>From Home Library: Only patrons from the item's home library may put this book on hold.</li> | 
            
              | 63 |     <li>No holds allowed: No patron may put this book on hold.</li> | 81 | 	<li>No Holds Allowed: No patron may put this book on hold.</li> | 
        
          | 64 | </ul> | 82 | </ul> | 
            
              |  |  | 83 | </li> | 
            
              | 84 | 	<li>Control where the item returns to once it is checked in | 
            
              | 85 | <ul> | 
            
              | 86 | 	<li>Item returns home</li> | 
            
              | 87 | 	<li>Item returns to issuing branch</li> | 
            
              | 88 | 	<li>Item floats | 
            
              | 89 | <ul> | 
            
              | 90 | 	<li>When an item floats it stays where it was checked in and does not ever return 'home'</li> | 
            
              | 91 | </ul> | 
            
              | 92 | </li> | 
            
              | 93 | </ul> | 
            
              | 94 | </li> | 
        
          | 65 | 	<li>Once your policy is set, you can unset it by clicking the 'Unset' link to the right of the rule</li> | 95 | 	<li>Once your policy is set, you can unset it by clicking the 'Unset' link to the right of the rule</li> | 
        
          | 66 | </ul> | 96 | </ul> | 
          
            
              | 67 | <h2>Checkouts per patron</h2> | 97 |  | 
            
              |  |  | 98 | <h3>Checkouts Per Patron</h3> | 
        
          | 68 |  | 99 |  | 
        
          | 69 | <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> | 100 | <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> | 
        
          | 70 |  | 101 |  | 
        
          | 71 | <p style="background-color: #ffe599;">Tip: 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> | 102 | <p style="background-color: #ffe599;">Tip: 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> | 
        
          | 72 |  | 103 |  | 
          
            
              | 73 | <h2>Item hold policies</h2> | 104 | <h3>Item Hold Policies</h3> | 
        
          | 74 |  | 105 |  | 
          
            
              | 75 | <p>For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies.</p> | 106 | For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies. | 
            
              |  |  | 107 |  | 
            
              | 108 | <p>The various Hold Policies have the following effects:</p> | 
        
          | 76 |  | 109 |  | 
            
              | 77 | <p>The various policies have the following effects:</p> |  |  | 
        
          | 78 | <ul> | 110 | <ul> | 
          
            
              | 79 |     <li>From any library: Patrons from any library may put this item on hold. (default if none is defined)</li> | 111 | 	<li>From Any Library: Patrons from any library may put this item on hold. (default if none is defined)</li> | 
            
              | 80 |     <li>From home library: Only patrons from the item's home library may put this book on hold.</li> | 112 | 	<li>From Home Library: Only patrons from the item's home library may put this book on hold.</li> | 
            
              | 81 |     <li>No holds allowed: No patron may put this book on hold.</li> | 113 | 	<li>No Holds Allowed: No patron may put this book on hold.</li> | 
        
          | 82 | </ul> | 114 | </ul> | 
        
          | 83 |  | 115 |  | 
        
          | 84 | <p style="color: #990000;">Important: Note that if the system preference AllowHoldPolicyOverride set to 'allow', these policies can be overridden by your circulation staff.</p> | 116 | <p style="color: #990000;">Important: Note that if the system preference AllowHoldPolicyOverride set to 'allow', these policies can be overridden by your circulation staff.</p> | 
        
          | 85 |  | 117 |  | 
          
            
              | 86 | <p style="color: #990000;">Important: These policies are based on the patron's home library, not the library that the reserving staff member is from.</p> | 118 | <p style="color: #990000;">Important: These policies are based on the patron's home branch, not the branch that the reserving staff member is from.</p> | 
            
              |  |  | 119 |  | 
            
              | 120 | <p>The various Return Policies have the following effects:</p> | 
            
              | 121 |  | 
            
              | 122 | <ul> | 
            
              | 123 | 	<li>Item returns home: The item will prompt the librarian to transfer the item to its home library | 
            
              | 124 | <ul> | 
            
              | 125 | 	<li style="color: #990000;">Important: If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear</li> | 
            
              | 126 | </ul> | 
            
              | 127 | </li> | 
            
              | 128 | 	<li>Item returns to issuing branch: The item will prompt the librarian to transfer the item back to the library where it was checked out | 
            
              | 129 | <ul> | 
            
              | 130 | 	<li style="color: #990000;">Important: If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear</li> | 
            
              | 131 | </ul> | 
            
              | 132 | </li> | 
            
              | 133 | 	<li>Item floats: The item will not be transferred from the branch it was checked in at, instead it will remain there until transferred manually or checked in at another branch</li> | 
            
              | 134 | </ul> | 
        
          | 87 |  | 135 |  | 
          
            
              | 88 | <p><strong>See the full documentation for circulation and fine rules in the <a href="http://manual.koha-community.org/3.6/en/patscirc.html#circfinerules">manual</a> (online).</strong></p> | 136 | <p><strong>See the full documentation for Circulation and Fine Rules in the <a href="http://manual.koha-community.org/3.8/en/patscirc.html#circfinerules">manual</a> (online).</strong></p> | 
        
          | 89 |  | 137 |  | 
        
          | 90 | [% INCLUDE 'help-bottom.inc' %] | 138 | [% INCLUDE 'help-bottom.inc' %] |