Attachment 61403 Details for Bug 17290 – Bug 17290 - Standardize on "Patron Categories"

[patch] Bug 17290 - Standardize on "Patron Categories"

Bug-17290---Standardize-on-Patron-Categories.patch (text/plain), 10.98 KB, created by Jonathan Druart on 2017-03-21 16:40:21 UTC

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Creator: Jonathan Druart

Created: 2017-03-21 16:40:21 UTC

Size: 10.98 KB

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obsolete

>From debbaeb320987eee94ef1366c8e50ffdf9bbcd37 Mon Sep 17 00:00:00 2001
>From: Grace McKenzie <grace.mcky@gmail.com>
>Date: Tue, 17 Jan 2017 22:45:28 +0000
>Subject: [PATCH] Bug 17290 - Standardize on "Patron Categories"
>MIME-Version: 1.0
>Content-Type: text/plain; charset=UTF-8
>Content-Transfer-Encoding: 8bit
>
>We need to standardize on terminology, this changes all instances of
>patron types to be patron categories. To text, just view the patch
>
>Signed-off-by: CÃ©dric Vita <cedric.vita@dracenie.com>
>
>Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
>---
> .../prog/en/modules/admin/smart-rules.tt | 18 +++++++++---------
> .../prog/en/modules/help/admin/categorie.tt | 6 +++---
> .../modules/help/admin/item_circulation_alerts.tt | 6 +++---
> .../prog/en/modules/help/admin/smart-rules.tt | 22 +++++++++++-----------
> .../prog/en/modules/help/members/boraccount.tt | 4 ++--
> 5 files changed, 28 insertions(+), 28 deletions(-)
>
>diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/admin/smart-rules.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/admin/smart-rules.tt
>index 746d0c8..286b12d 100644
>--- a/koha-tmpl/intranet-tmpl/prog/en/modules/admin/smart-rules.tt
>+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/admin/smart-rules.tt
>@@ -130,16 +130,16 @@ $(document).ready(function() {
> <div class="help">
> The rules are applied from most specific to less specific, using the first found in this order:
> <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>
>- To modify a rule, create a new one with the same patron type and item type.
>+ To modify a rule, create a new one with the same patron category and item type.
> </div>
> <div>
> <form method="get" action="/cgi-bin/koha/admin/smart-rules.pl" id="selectlibrary">
>diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt
>index 2cb29b0..7105e42 100644
>--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt
>+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt
>@@ -2,14 +2,14 @@
> 
> <h1>Patron Categories</h1>
> 
>-Patron categories allow you to organize your patrons into different roles, age groups, and patron types.
>+Patron categories allow you to organize your patrons into different roles, age groups, and patron categories.
> 
> Patrons are assigned to one of six main categories:
> 
> <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
>@@ -34,7 +34,7 @@
> </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>
>diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt
>index ac33024..40e43eb 100644
>--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt
>+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt
>@@ -4,7 +4,7 @@
> 
> Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).
> 
>-These preferences are set based on patron types and item types.
>+These preferences are set based on patron categories and item types.
> 
> Important: These preference can be overwritten by changes in the individual patron's messaging preferences.
> 
>@@ -16,9 +16,9 @@
> 	<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>
> 
> 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).
> 
>-[% INCLUDE 'help-bottom.inc' %]
>\ No newline at end of file
>+[% INCLUDE 'help-bottom.inc' %]
>diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt
>index 8852c27..f1428d0 100644
>--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt
>+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt
>@@ -7,14 +7,14 @@
> The rules are applied from most specific to less specific, using the first found in this order:
> 
> <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>
> 
> The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.
>@@ -28,7 +28,7 @@
> 
> 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)
> 
>-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.
>+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.
> 
> <h4>Default Circulation Rules</h4>
> 
>@@ -83,10 +83,10 @@
> <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>
> 
>-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.
>+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.
> 
> To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.
> 
>diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt
>index c94187a..2b7df6c 100644
>--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt
>+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt
>@@ -10,7 +10,7 @@
> 
> <ul>
> 	<li>Fines will be charged based on your Circulation &amp; Fines Rules</li>
>-	<li>Hold fees will be charged based on the rules you set in the Patron Types &amp; 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>
>@@ -21,4 +21,4 @@
> 
> See the full documentation for Patron Fines in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/patroninformation.html#patronfines">manual</a> (online).
> 
>-[% INCLUDE 'help-bottom.inc' %]
>\ No newline at end of file
>+[% INCLUDE 'help-bottom.inc' %]
>-- 
>2.9.3

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Attachments on bug 17290: 59119 | 59176 | 61386 | 61403