Configuring Leap to Display Links to External Patron Data

You can configure links to external patron data using three settings in Polaris Administration (staff client). The following settings can be configured at the system, library, or branch level:

• Web App: Suppress Link: Patron External Database — Determines whether links to external patron data appear on the patron record workform in Leap.
• Web App: Patron External Database URL — Specifies the base URL of the external database.
• Web App: Patron External Database UDF — Determines which user-defined field (UDF) in the patron record stores the unique string that identifies the patron in the external database.

Note:
By default, links from Leap to external patron data are not enabled. If you want to use this default behavior, you don't need to take any action.

To configure Leap to display links to external patron data

1. In Polaris Administration (staff client), go to Administration > Explorer.
2. Select an organization level (System, Library, or Branch).
3. In the Administration Explorer, double-click the system, library, or branch name to expand the list.
4. Select Profiles > Staff Client.
5. Double-click Web App: Suppress Link: Patron External Database, then select No to enable the display of links to external patron data in Leap.
6. Double-click Web App: Patron External Database URL, then enter the external patron database URL in the Value field. The URL must begin with http:// or https://.
7. Double-click Web App: Patron External Database UDF, then select a value between 1 and 5. The value specifies which UDF in the patron record stores the unique string that identifies the patron in the external database. For example, selecting a value of 5 specifies that the unique patron identifier is stored in the UDF 5 field.
8. Select Save .