GPO will bring FDLP eXchange users new tips to help you navigate FDLP eXchange.
Mark as Kept
FDLP eXchange does not currently allow you to delete items once they have been submitted. However, you can mark items as kept. This feature is helpful if you:Submit the same item more than once.Submit an item by mistake.Change your mind after you have submitted an item.To mark an item as kept, under My eXchange > My Offers, click on the blue “MARK AS KEPT” button: …
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Mailing and Marking Items as Received
Once items have been matched or requested and are ready to transfer, mark as mailed so the requesting library knows it is on the way. This will also alert other libraries that the item is no longer available.When the item is received, the receiving library should mark the item as received in FDLP eXchange to complete the transaction.Once this is done, the item status will…
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Live Site and Training Site
Live Site and Training SiteThere are two FDLP eXchange sites: the live site and the training site. The live site is the official site. Once items are submitted, the discard process starts, and items are available for review. Items submitted in the training site, on the other hand, are never part of the discard process. So, it is the perfect tool for…
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Library Names in FDLP eXchange
Some users have noted that the “Library Name” field in their library record in FDLP eXchange contains both their library name and institution name, while the “Parent Institution” field only contains the institution name.Information in this field was pulled from the Federal Depository Library Directory (FDLD), but in most cases, the Library Name field in FDLP eXchange has…
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Inactive Accounts
If you receive a notification that your FDLP eXchange account has been inactive for 90 days, there is no need to worry. This is a standard notification that all users get when accounts are not used for 90 days, and it does not affect your account in any way.We understand that FDLP eXchange is a system that is only used as needed, which may mean it is not used for months…
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Don’t Get Locked Out!
As with many computer systems, FDLP eXchange has a security feature that will lock your account after a number of unsuccessful login attempts. This helps prevent unauthorized users from hacking into your account, but it can also cause you to be locked out of your account if you forget your password. To avoid this, GPO recommends that you use the “Request new password” tab…
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Creating Accounts
Creating AccountsIn FDLP eXchange, there two types of accounts: Administrator Accounts and User Accounts. Both user types can enter needs and offers into the system. However, while needs and offers entered by Administrators move immediately into the Regional Review Phase, those entered by Users must first be approved by an Administrator in the “Approve Items for…
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Changing Your Passwords
Existing users are able to create and maintain their own passwords for both the training and production sites in FDLP eXchange. To change your password, go to My Library Account- My User Account- Edit Your Profile. The bar to the right of the Password field will let you know how strong your new password is. To make password creation easier, make sure your password…
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"Posted" Dates
Every record in FDLP eXchange contains a “Posted” date as seen here.When viewing a match, it is important to remember that there are two records involved: one library’s need and another library’s offer. If your library posted the need, the “Posted” date you will see is the date your need was posted. For the same match, the library that posted the offer will see the date…
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