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 the box “Only show results...
eXchange Tip

Searching by Topic or Keyword

If your library collects heavily in certain subjects, FDLP eXchange Advanced Search can be used to search for available items by topic or keyword. Moreover, the Saved Search feature can simplify collection development by allowing you to load and run these searches on a regular basis so that you make sure you review everything available in your subject areas.For example, if your library has a strong Aviation collection, you could search for all offers of aviation material...
eXchange Tip

Sorting and Filtering in My eXchange

If you have a lot of offers, needs, or requests in My eXchange, it can be cumbersome to scroll through the entire list. This is especially true if you only want to see items from a current date, SuDoc stem, status, etc. Filtering and sorting your offers, needs, or requests can make this task simpler.From the My eXchange page, select Offers, Needs, or Requests. You will see options for filtering by Status and for sorting by Title, Classification #, Posted date, Status, or...
eXchange Tip

Searching by Keyword or Classification Number in My eXchange

If you have a lot of offers, needs, or requests in My eXchange, it can be cumbersome to scroll through the entire list. The tip about Filtering to View Current Offers (or Needs) in My eXchange described how to simplify this task by filtering and sorting your offers, needs, or requests. This tip continues by describing how to search My eXchange by keyword or classification number.From the My eXchange page, select Offers, Needs, or Requests. You will see options for search...
eXchange Tip

Bulk Actions

Bulk Processing: Only Regional and Selective Administrator account holders can perform these actions. User account holders cannot execute any bulk actions.Approve Items for Submission: Submit Selected Items/Delete Selected Items My Exchange > My Offers: Mark Selected Items as Discarded/Mark Selected Items as Mailed/Mark Selected Items as KeptMy Exchange > My Needs: Remove Selected Items/Mark Selected Items as ReceivedNeeds and Offers Repository > ...
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” in the Post...
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 below shows the ...
eXchange Tip

Color-Coded Statuses in My eXchange

FDLP eXchange uses color coding to differentiate statuses in My eXchange. The color of the plus sign next to each title tells you which items need your attention and which do not.Items that do not require any action from you are colored blue or gray.Blue indicates that an item is working its way through the process.Gray indicates that items have passed through the system and are completed. Examples of gray items include items that have been marke...
eXchange Tip

Viewing Records

When looking at needs or offers in any list view (My eXchange, Needs and Offers Repository, or Advanced Search), there are two different ways to view a record. Each way will provide slightly different information.First, you can click on the plus sign next to each entry to expand the list.This will expand the view to include more information about the entry without taking you away from the list view.You can also click on a title in the list view. Doing this will take you ...
eXchange Tip

My Exchange, Needs and Offers Repository, and Advanced Search

My Exchange, Needs and Offers Repository, and Advanced SearchThere are three places in FDLP eXchange where you can go to look at needs and offers: My eXchange; Needs and Offers Repository; and Advanced Search. Each of these has a different function and provides access to different items.My eXchange allows you to see your own needs, offers, and requests. You will only see your own items here.Needs and Offers Repository allows you to see other libraries’ needs an...
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