Bulk Actions- Current and Future

There are a few bulk actions that were included in FDLP eXchange to decrease users’ workloads. Based on user requests, GPO is investigating enhancements that will provide additional bulk functionality.

There are currently two types of bulk actions available to use in FDLP eXchange.

1. Inputting Needs and Offers: Needs and Offers can be uploaded into the system in bulk using a spreadsheet. See Tips 23, 29, and 30 for more information.
2. Regional Review: Regional libraries can either accept or pass items submitted by selectives in bulk. This can be done from the Review Offers page. Note that disallowing items cannot be done in bulk, because it is assumed that Regionals will provide selectives with reasons for disallowing, and each will need to be done individually.

Planned enhancements include the ability to change status on items to include:

1. Mark as Discarded
2. Mark as Kept
3. Mark as Mailed
4. Mark as Received
5. Mark as Removed

Additionally, GPO is working to provide the ability to mark other libraries’ offers in a search results list and request those items in bulk.