FDLP eXchange Tips

FDLP eXchange Tips Header

GPO will bring FDLP eXchange users new tips to help you navigate FDLP eXchange.

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… Read More

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… Read More

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… Read More

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… Read More

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… Read More

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… Read More

Administrative Review

There are two types of accounts in FDLP eXchange: library administrators and library users. Library users can enter items into the eXchange, but those items must be reviewed and approved by a library administrator before they can be sent for regional review. Library administrators can review these items by selecting “Approve Items for Submission”… Read More

Color-Coded Statuses in My eXchange

FDLP eXchange uses color coding to differentiate different 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… Read More

Finding a Mailing Address When Your Publication is Claimed

Once a library has claimed a publication you were offering in FDLP eXchange and you have agreed that you will send it to them, how do you know where to send it? You can either: Message the library within FDLP eXchange to ask what mailing address to use. Use the Federal Depository Library Directory to find the library’s mailing address. For option… Read More

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… Read More