From: Katrin Fischer Date: Fri, 7 Dec 2018 16:44:27 +0000 (+0100) Subject: Taiga 731: Update "Defining circulation rules" X-Git-Tag: 19.05.00~25^2~1 X-Git-Url: http://git.equinoxoli.org/?p=kohadocs.git;a=commitdiff_plain;h=bd570b17e9129373eb47ad5a2e7617f15ea064d2 Taiga 731: Update "Defining circulation rules" This was triggered by adding the new notes column, but patch is now a major overhaul adding other missing options and columns as well. It also removes some outdated warnings. --- diff --git a/source/administration.rst b/source/administration.rst index ffe6482..8cedde7 100644 --- a/source/administration.rst +++ b/source/administration.rst @@ -947,21 +947,21 @@ calculated and how holds are handled. The rules are applied from most specific to less specific, using the first found in this order: -- same library, same patron type, same item type +- same library, same patron category, same item type -- same library, same patron type, all item type +- same library, same patron category, all item types -- same library, all patron types, same item type +- same library, all patron categories, same item type -- same library, all patron types, all item types +- same library, all patron categories, all item types -- default (all libraries), same patron type, same item type +- default (all libraries), same patron category, same item type -- default (all libraries), same patron type, all item types +- default (all libraries), same patron category, all item types -- default (all libraries), all patron types, same item type +- default (all libraries), all patron categories, same item type -- default (all libraries), all patron types, all item types +- default (all libraries), all patron categories, all item types The :ref:`CircControl` and :ref:`HomeOrHoldingBranch` also come in to play when @@ -984,32 +984,23 @@ figuring out which circulation rule to follow. the logged in library, the item cannot be checked out unless you are a :ref:`superlibrarian `. - **Note** - - 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. + libraries, all item types and all patron categories then you may see + patrons getting blocked from placing holds. -.. _default-circulation-rules-label: +.. _defining-circulation-rules-label: -Default circulation rules +Defining circulation rules ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ 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 +patron category/item type combos. To set your rules, choose a library from the +pull down (or 'Standard rules for all libraries' if you want to apply these rules to all branches): |image156| @@ -1022,11 +1013,14 @@ item types to apply the rules to - 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 -- Choose the 'Item type' you would like this rule to apply to. If you +- 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 + +- Add notes about your circulation rule into the notes field. This can + be helpful to remember why and when something was last changed. - 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 + time by entering a number in the 'Current checkouts allowed' field. - If you're allowing :ref:`OnSiteCheckouts` then you may also want to set a limit on the number of items patron's can have @@ -1042,49 +1036,58 @@ item types to apply the rules to entering the number of units (days or hours) in the 'Loan period' box. -- Choose which unit of time, Days or Hours, that the loan period and +- Choose which unit of time, days or hours, that the loan period and fines will be calculated in in the 'Unit' column - 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. + and item type. The hard due date offers three options: + + - Exactly on: The due date of any item checked out with this rule + will be set to the hard due date. + + - Before: Koha will calculate the normal loan period. If the calculated + due date would be after or on the hard due date, the hard due date + will be used instead. + + - After: Koha will calculate the normal loan period. If the calculated + due date would be before the hard due date, the hard due date will + be used instead. - 'Fine amount' should have the amount you would like to charge for - overdue items + overdue items. - **Important** Enter only numbers and decimal points (no currency symbols). - Enter the 'Fine charging interval' in the unit you set (ex. charge - fines every 1 day, or every 2 hours) + fines every 1 day, or every 2 hours). The :ref:`finesCalendar`system + preference controls wether the days the library is closed will be taken + into account or not. - 'When to charge' is most handy in libraries that have a fine charging interval of more than 1 day. - - End of interval + - End of interval: Given a grace period of 2 days and a fine interval of 7 days, + the first fine will appear 7 days after the due date, it will + always take one fine interval (7 days), before the first fine + is charged. - - Given a grace period of 2 days and a fine interval of 7 days, - the first fine will appear 7 days after the due date, it will - always take one fine interval (7 days), before the first fine - is charged - - - Start of interval - - - Given a grace period of 2 days and a fine interval of 7 days, - the first fine will appear 2 days after the due date and the - second fine 7 days after the due date. + - Start of interval: Given a grace period of 2 days and a fine interval of 7 days, + the first fine will appear 2 days after the due date and the + second fine 7 days after the due date. - The 'Fine grace period' is the period of time an item can be overdue - before you start charging fines. + before you start charging fines. The :ref:`FinesIncludeGracePeriod` + system preference controls if the grace period will be included when + calculating the fine or not. - **Important** This can only be set for the Day unit, not in Hours -- The 'Overdue fines cap' is the maximum fine for this patron and item - combination +- The 'Overdue fines cap' is the maximum fine per item for this patron + and item type combination. - **Important** @@ -1105,21 +1108,21 @@ item types to apply the rules to - 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 + 'Suspension in days' field. - **Important** - This can only be set for the Day unit, not in Hours + This can only be set for the Day unit, not in Hours- - You can also define the maximum number of days a patron will be - suspended in the 'Max suspension duration' setting + suspended in the 'Max suspension duration' setting- - 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 + how many times they can renew it in the 'Renewals allowed' box. - If you're allowing renewals you can control how long the renewal loan period will be (in the units you have chosen) in the 'Renewal period' - box + box. - If you're allowing renewals you can control how soon before the due date patrons can renew their materials with the 'No renewals before' @@ -1135,7 +1138,7 @@ item types to apply the rules to - You can enable automatic renewals for certain items/patrons if you'd like. This will renew automatically following your circulation rules - unless there is a hold on the item + unless there is a hold on the item. - **Important** @@ -1145,43 +1148,79 @@ item types to apply the rules to - **Important** This feature needs to have the "no renewal before" column - filled in or it will auto renew everyday after the due date + filled in or it will auto renew everyday after the due date. + +- If you are using automatic renewals, you can use the 'No automatic + renewals after' to limit the time a patron can have the item independent: + Exampple: Don't allow automatic renewals after a checkout period of 80 days. + +- Similar to the hard due date setting, you can also stop automatic renwals + after a specific date using the 'No automatic renwal after (hard limit)' + setting. - 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 + allowed' field. + +- You can also set a daily limit on the number of holds a patron can place. + +- While the two settings before limit the holds that can be placed across + various records, the next setting is used to limit the number of holds + that can be placed on one record at the same time. + Example: For fiction books you might want to allow only one item to be placed + on hold at the same time by the same user. But for serials where items + represent different issues more than one hold at the same time is fine. + +- Next you can decide how the availability of items influences the ability + to place a hold. The 'On shelf holds allowed' option has three settings: + + - Yes: This will allow to place holds on items at all times. It doesn't + matter if they are available or checked out. -- Next you can decide if this patron/item combo are allowed to place - holds on items that are on the shelf (or available in the library) or - not. If you choose 'no' then items can only be placed on hold if - checked out + - If any unavailable: This will allow to place a hold as soon as one + or more items of the record are checked out. It doesn't matter if + there are still one or more items available on the shelf. + + - If all unavailable: This will allow to place a hold as soon as all + items on the record are checked out that could fill the hold. This is + especially useful for libraries that don't offer the service of getting items + placed on hold off the shelf for patrons. - You can also decide if patrons are allowed to place item specific holds on the item type in question. The options are: - Allow: Will allow patrons the option to choose next available or - item specific + a specific item. + + - Don't allow: Will only allow patrons to choose next available item. + + - Force: Will only allow patrons to choose a specific item. + +- If you want to allow patrons to be able to place article requests, you - - Don't allow: Will only allow patrons to choose next available + - **Important** - - Force: Will only allow patrons to choose an specific item + If you want to use the article request functionality + you need to enable it using the :ref:`ArticleRequests` system + preference and configure the form using the other related preferences. - Finally, if you charge a `rental fee <#rentalcharge>`__ 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 + discount' field -When finished, click 'Add' to save your changes. To modify a rule, -simply click the 'Edit' link to the right of the fule and edit the -values that appear filled in at the bottom of the form. +When finished, click 'Save' to save your changes. To modify a rule, +simply click the 'Edit' link at the beginning or at the end of the row +and edit the values that appear filled in at the bottom of the form. |image158| -If you would like to delete your rule, click the 'Delete' link to the -right of the rule. +If you would like to delete your rule, click the 'Delete' link at the beginning +or at the end of the rule row. To save time you can clone rules from one library to another by choosing -the clone option above the rules matrix. +the clone option above the rules matrix. Please note that this will overwrite +all rules already configured for that library. |image159| diff --git a/source/images/admin/patroncirc/addcircrule.png b/source/images/admin/patroncirc/addcircrule.png index 74ba887..2eea579 100644 Binary files a/source/images/admin/patroncirc/addcircrule.png and b/source/images/admin/patroncirc/addcircrule.png differ diff --git a/source/images/admin/patroncirc/editcircfine.png b/source/images/admin/patroncirc/editcircfine.png index aad9060..ac18203 100644 Binary files a/source/images/admin/patroncirc/editcircfine.png and b/source/images/admin/patroncirc/editcircfine.png differ