Entering Unique Patron Identifier Data in the Patron Record

For links to external patron data to function, each patron record must contain a unique string that identifies the patron in the external database.

To enter the unique patron identifier in the patron record

  1. Open a patron record.
  2. In the left navigation menu, select Attributes.
  3. Enter the unique patron identifier in the UDF specified in the Web App: Patron External Database UDF setting in Polaris Administration (staff client). For more information about this setting, see Configuring Leap to Display Links to External Patron Data.

    Note:
    Your library enables UDFs and assigns labels to them at the system level. The names of the UDFs you see in the patron record depend on your library's configuration.

  4. Select SAVE.