Matches in FDLP eXchange are made solely on the SuDoc call number. For this reason, it is recommended that complete SuDoc numbers be used in order to accurately match needs and offers.However, this only applies to common SuDoc patterns. There are some items with unusual patterns that are not accepted by the system when the full SuDoc is entered. This includes House Journals (XJH:[Congress]-[Session]/PT. [Part #]) and Senate Journals (XJS:[Congress]-[Session]).Because the...

You can set up your FDLP eXchange account to notify you about any number of activities. However, if you have too many notifications, it can cause the system to time out when logging on or otherwise diminish system performance.If your account times out because there are too many notifications, you will see a message like this:Here are some tips for setting and maintaining your notifications.Set your account to only receive those notifications you really want. Go to My Acc...

If your library collects heavily in certain subjects, FDLP eXchange Advanced Search can be used to search for available items by topic or keyword. Moreover, the Saved Search feature can simplify collection development by allowing you to load and run these searches on a regular basis so that you make sure you review everything available in your subject areas.For example, if your library has a strong Aviation collection, you could search for all offers of aviation material...

Entering offers (or needs) as a range can reduce the amount of data entry required to post to FDLP eXchange. However, there are some nuances in the matching to keep in mind. In general, you will be less able to rely on the automated matching when entering ranges. When entering a range, you should enter as much of the SuDoc classification as possible to apply to the range offered or needed. In most cases, that will be the stem. For example, you could offer the 1981-1985 i...

For many users, uploading spreadsheets is the simplest and most efficient way to enter needs and offers into FDLP eXchange. However, there are things to keep in mind to simplify the process and prevent errors.Making sure that spreadsheets are properly formatted prior to uploading is the first and most important step. When you try to upload a spreadsheet that is not formatted correctly, the system will not accept it.  Your spreadsheet must contain 250 items or less. ...

If you have a lot of offers, needs, or requests in My eXchange, it can be cumbersome to scroll through the entire list. This is especially true if you only want to see items from a current date, SuDoc stem, status, etc. Filtering and sorting your offers, needs, or requests can make this task simpler.From the My eXchange page, select Offers, Needs, or Requests. You will see options for filtering by Status and for sorting by Title, Classification #, Posted date, Status, or...

If you have a lot of offers, needs, or requests in My eXchange, it can be cumbersome to scroll through the entire list. The tip about Filtering to View Current Offers (or Needs) in My eXchange described how to simplify this task by filtering and sorting your offers, needs, or requests. This tip continues by describing how to search My eXchange by keyword or classification number.From the My eXchange page, select Offers, Needs, or Requests. You will see options for search...

Bulk Processing: Only Regional and Selective Administrator account holders can perform these actions. User account holders cannot execute any bulk actions.Approve Items for Submission: Submit Selected Items/Delete Selected Items My Exchange > My Offers: Mark Selected Items as Discarded/Mark Selected Items as Mailed/Mark Selected Items as KeptMy Exchange > My Needs: Remove Selected Items/Mark Selected Items as ReceivedNeeds and Offers Repository > ...

Did you know that you can specify which of your needs are for disaster recovery or digitization? From the manual input page, just select “Yes” for either option (or for both.)When you do this, your Needs will be designated with a symbol for either Disaster Recovery (a red cross) or Digitization (a blue computer.)These designations can also be used as filters in both the Advanced Search and the Needs and Offers Repository. The disaster recovery filter allows you to see li...