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...

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 ...

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 users cannot edit library accounts, change item statuses in eXchange, or edit, submit, or delete needs and offers for their library.Library administrators can edit the account for their libr...

FDLP eXchange uses color coding to differentiate statuses in My eXchange. The color of the plus sign next to each title tells you which items need your attention and which do not.Items that do not require any action from you are colored blue or gray.Blue indicates that an item is working its way through the process.Gray indicates that items have passed through the system and are completed. Examples of gray items include items that have been marke...

Once a library has claimed a publication you were offering in FDLP eXchange and you have agreed that you will send it to them, how do you know where to send it? You can message the library within FDLP eXchange to ask what mailing address to use.The example below shows a completed match. Click on the publication title to find out which library made the claim.On the next page, you can find the name of the library that requested your publication under the Transaction Log. O...

When looking at needs or offers in any list view (My eXchange, Needs and Offers Repository, or Advanced Search), there are two different ways to view a record. Each way will provide slightly different information.First, you can click on the plus sign next to each entry to expand the list.This will expand the view to include more information about the entry without taking you away from the list view.You can also click on a title in the list view. Doing this will take you ...

To set up a new FDLP eXchange account or promote an existing user account to admin, reach out to us through askGPO. 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.Once your account has been created in FDLP eXchange follow these instructions to login for the first time and create your password:Go to https://exchange.fdlp.gov / train...

Shipping List DatesBecause 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 also caused problems with regional-approved electronic substitution, supersession, and offering duplicate co...

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...

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...