FDLP eXchange Tips

Separate accounts are set up for each user in FDLP eXchange. Accounts are always set up with the user’s email address as username. Passwords are created by each user during the first login. Follow these instructions to login for the first time and create your password: Go to https://exchange.fdlp.gov / training-exchange.fdlp.gov and select “Request new password.”… Read More

Shipping List Dates Because five-year retention of materials is a core rule of the FDLP, we originally made shipping date a required field in FDLP eXchange. However, we soon learned that this requirement might place too much of a burden on our users. In many cases, especially on very old documents, shipping dates are not always readily available. The requirement has… Read More

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… Read More

There are two types of accounts in FDLP eXchange: My Library and My User Account. These can be found in Library Accounts at the top of the FDLP eXchange page.   My Library contains information about your library, such as your library name, number, and address. It is where you will see the review periods that have been set by your regional and where you set your… Read More

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… Read More

If you receive a notification that your FDLP eXchange account has been inactive for 90 days, there is no need to worry. For more information on this, please see Tip 7.Additionally, please note the following:Having an inactive account will NOT lock you out of FDLP eXchange. No action is required by you when you receive the email.We understand that eXchange is not a… Read More

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 submit an item.To mark an item as kept, click on the title you want to keep.Under Transaction Log, click on Mark as Kept… Read More

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, mark as received to complete the transaction.Once this is done, the item status will change to… Read More

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 practice, testing, or… Read More

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… Read More