eXchange Tip

Using Advanced Search to Look for Needs and Offers in Your Region

Want to see just what is being offered or is needed within your state or region? It’s easy to do in Advanced Search. First, go to Advanced Search and select whether to search Needs or Offers. Advanced Search allows you to search all eXchange entries, whether your own, other libraries’, or just those from the libraries in your own state or region. Enter your search terms in the form. Specifically in the Posting Library field within the form, select ...
eXchange Tip

Offers - Regional Review, Selective Review, and Offering Nationally

FDLP eXchange is a tool designed to make discarding depository materials easier for libraries. However, it is important to remember that requirements and processes for discarding have not changed with the release of eXchange.Regionals still establish discard policies and procedures for their regions. They determine whether a region will use eXchange, what can be discarded, and how long review periods are to be.Offers must still follow the established review p...
eXchange Tip

Seeing Your Own Needs and Offers in FDLP eXchange

If you want to look at your own library’s needs or offers in FDLP eXchange, there are two places to do so. The first place is My eXchange, where you can search for your own needs, offers, and requests you have made.You can also search for your own needs and offers on the Advanced Search page.Here, you can conduct a search by subject, SuDoc, keyword, date, etc. and limit results to your library’s needs or offers by selecting “Only show results from my library”...
eXchange Tip

Filtering to View Current Offers (or Needs) in My eXchange

If you find that it is difficult to locate your current offers in My Offers because there are a number of expired offers appearing in the list, try filtering by status to only show your current offers. The screenshot below shows an unfiltered list in My Offers.When you use Filter by Status, you can select as many statuses as you wish. Checking the boxes next to the current statuses will ensure that you only see what is currently in process.The screenshot belo...
eXchange Tip

Offering Serials or Multi-Volume Sets as Ranges

Items that are serials or part of multi-volume sets can be offered via FDLP eXchange in two ways. They can be entered as individual items or as ranges.When using the Manual Input feature in FDLP eXchange, you select “Yes” when asked if the item contains multiple pieces. When you do that, a Multiple Pieces Notes box comes up, and you can add any pertinent information there.In the example below, a range of the publication State is being offered. The range inclu...
eXchange Tip

Offering Serials or Multi-volume Sets as Individual Items

Tip 18 described how to offer serials and multi-volume sets as ranges. As noted in that tip, serials and multi-volume sets can also be offered as individual items.The main benefit of offering serials and multi-volume sets individually is that it allows for better matching because the complete SuDoc number is entered for each item. Since the matching works on the full number entered in the offer, you will get more precise matches by using the complete SuDoc nu...
eXchange Tip

Copying Needs as Offers

The Needs and Offers Repository in FDLP eXchange allows you to see needs and offers posted by depositories throughout the FDLP, even if they do not match with items you have entered into the system. It is a good tool for discovering not only what is available, but also for seeing what other libraries need.If you have an item available that another library needs, it is easy to copy that item so that your offer will be an exact match to the need. From the Needs...
eXchange Tip

Approving Items for Submission

There are two types of accounts in FDLP eXchange- User Accounts and Administrator Accounts (see Tip 19). Only items entered by an Administrator go directly into Regional Review. Anything entered by a User must first be approved by an administrator.To do this, administrators must be signed in to their own accounts. Under Library Account, there will be an option to Approve Items for Submission.You can also do this from the Dashboard by selecting Submit Items fo...
eXchange Tip

Required Fields for Needs and Offers

Required Fields for Needs and OffersRequirements are different for needs and offers, since offers are always made for items that are in-hand, and needs are often more flexible.Document TitleThis is required for both needs and offers. The title should be as complete as possible, but partial titles are accepted.Classification Type and Document NumberThis is required for both needs and offers. You can include full classification numbers or stems. Note that match...
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