eXchange Tip

Required Fields for Needs and Offers

Requirements 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 both needs and offers. You can include full classification numbers or stems. Note that matches are made on the complete document number...
eXchange Tip

My Library and My User Account

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 national needs and offers preferences. All of your library’s administrator and user accounts can be viewed here. T...
eXchange Tip

My Exchange, Needs and Offers Repository, and Advanced Search

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 see your own items here.Needs and Offers Repository allows you to see other libraries’ needs an...
eXchange Tip

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: Or, under My eXchange> My Offers, click on the title you want to keep.Under Transaction Log, clic...
eXchange Tip

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 change to Fulfilled/Transferred and will not be seen by other libraries.Please contact us via askGPO...
eXchange Tip

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 practice, testing, or training.Both sites have the same functionality and follow the same processes. However...
eXchange Tip

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 been edited to include both the library name and the parent institution. This was done because the Li...
eXchange Tip

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 at a time. Because of this, we would like to provide the following tips:The notification emails can be...
eXchange Tip

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 to reset your password after four unsuccessful attempts to login when you have forgotten y...
Subscribe to