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...

You can opt to receive notifications for when you have received a new library message, when a match is accepted or completed, and more.You can also choose how you want to be notified: by email or in the system. If you choose email, then you will receive notifications in your email. If you choose system, you will see the notification icon at the top of your screen activate.To set your notifications, go to “My User Account” under “Library Account.”From here, you will be ab...

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...

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...

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...