War Room (EL)

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Title War Room (EL)
SuDoc No.
D 101.146/23:
Item No.
Category
Notes
Record Number
Date Created February 28, 2020
Last Modified February 28, 2020
Status
eXchange Tip

Monthly Scheduled Maintenance

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 of eXchange.As a way to prepare users for monthly maintenance, brief messages are posted to both the t...
eXchange Tip

Using FDLP eXchange in States with More than One Regional

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 are numerous ways that regionals in these states divide discard responsibilities, whether by topic, cal...
eXchange Tip

Regional Review, Selective Review, and Offering Nationally

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, and how long review periods are to be.Offers must still follow the established review process of: r...
eXchange Tip

Seeing Your Own Needs and Offers in FDLP eXchange

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 results to your library’s needs or offers by selecting “Only show results from my library” in the Post...
eXchange Tip

Filtering to View Current Offers (or Needs) in My eXchange

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 current statuses will ensure that you only see what is currently in process.The screenshot below shows the ...
eXchange Tip

Offering Serials or Multi-Volume Sets as Ranges

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” when asked if the item contains multiple pieces. When you do that, a Multiple Pieces Notes box comes up...
eXchange Tip

Offering Serials or Multi-volume Sets as Individual Items

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 number entered in the offer, you will get more precise matches by using the complete SuDoc number.Offer...
eXchange Tip

Copying Needs as Offers

The Needs and Offers Repository in FDLP eXchange allows you to see needs and offers posted by depositories throughout the FDLP, even if they do not match with items you have entered into the system. It is a good tool for discovering not only what is available, but also for seeing what other libraries need.If you have an item available that another library needs, it is easy to copy that item so that your offer will be an exact match to the need. From the Needs and Offers ...
eXchange Tip

Administrative and User Accounts: Approving Items for Submission

There are two types of accounts in FDLP eXchange: library administrators and library users.Library users can enter items into the eXchange, but those items must be reviewed and approved by a library administrator before they can be sent for regional review.Library administrators can review these items by selecting “Approve Items for Submission” under the Library Account tab. This can also be done from the Dashboard by selecting the “Approve Items...
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