FDLP eXchange Tips

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 … Read More

Did you know that you can specify which of your needs are for disaster recovery or digitization? From the manual input page, just select “Yes” for either option (or for both.)When you do this, your Needs will be designated with a symbol for either Disaster Recovery (a red cross) or Digitization (a blue computer.)These designations can also be used as filters in both the… Read More

You can opt to receive notifications for when you have received a new library message, when a match is accepted or completed, and more.You can also choose how you want to be notified: by email or in the system. If you choose email, then you will receive notifications in your email. If you choose system, you will see the notification icon at the top of your screen activate… Read More

Once a month, the FDLP eXchange training and live sites undergo system maintenance. This is done to ensure that both websites are fully-functional and technically up-to-date for user access. The maintenance takes place between 10:00 a.m. and 1:00 p.m (Eastern). If you attempt to use either of the sites during this period, you may not be able to access the usual features… Read More

Many states have more than one library serving as a regional. These regionals manage discards in many different ways, all of which can be done using FDLP eXchange. As with single-regional states, it is up to the regionals to determine the discard process for selectives.There are two important things for multi-regional states to do when using eXchange:Have a plan. There… Read More

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… Read More

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… Read More

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… Read More

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. This tip will explain how to offer these publications as a range. There is also a separate tip about offering these publications as individual items.When using the Manual Input feature in FDLP eXchange, you select “Yes”… Read More

This tip 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… Read More