Page Comparison

Scenario 1: Adding basic title data when the ONIX data hasn’t been released yet
Lock or unlock: Leave the section unlocked for automated updates

• When you need to fill in some key advance data, you can add the information in CataList – but leave the section unlocked. CataList will keep all of your manually added data and images until the ONIX data starts feeding in, at which point those regular feeds will take over the usual updating process.

Scenario 2: Adding data that is not supporting in your ONIX file
Lock or unlock: Leave the section locked so ONIX updates don’t clear out your content

• There are a number of reasons that you may not be able to supply content you have through your ONIX file, even if the data is supported in the ONIX standard. So if <PromotionCampaign> is not supported in your ONIX files, you can still manually add marketing content right in CataList. In this case, you want to lock the section so that BiblioShare updates to other fields like price or publication date don’t clear out the data you've entered.

Scenario 3: Emergency updates to specific fields
Lock or unlock: Unlock the sections when the ONIX is fixed

• Perhaps a change is needed in time for a major sales appointment, or for legal reasons. There is a time delay between the decision when a change is made at the publisher and seeing updated data in CataList. In this case, it is advisable to use the locks only when necessary, as those locks will need to be removed after the corrected data has been sent out in the ONIX deltas.

To access the Edit Title page

1. Go to the Title Detail page of the book you want to edit.

2. Click Edit this record. You are directed to the Edit Title page.

To edit and lock title content

1. On the Edit Title page, find the section you want to edit and click Edit.

2. Make your edits and click Save & Lock. The changes are saved and highlighted in yellow.

3. Click the ISBN to return to the Title Detail page.

To unlock title content

• On the Edit Title page, find the section you want to unlock and click Unlock. If you want to unlock all sections, click Unlock All.

To add or edit a cover image in CataList

1. In the Cover Images section, click Edit.

2. Browse your local files and folders for the image you want to load.

3. Select and open your image file. The file name displays above the Save & Lock button.

4. Click Save & Lock. 

The changes are saved and the section is highlighted in yellow.

To add or edit a title

1. In the Title section, click the Edit.

2. Add your title and subtitle content (if any). If your title begins with a prefix (a, an, or the), split the title to fill in the Title Prefix and Titleboxes separately. (CataList will normally display these fields altogether, but splitting up the title data allows more options when sorting lists and grids.)

3. Click Save & Lock. 

The changes are saved and the section is highlighted in yellow.

To add or edit a price

1. In the List Price section, click Edit.

2. Enter or edit your price amount. If you do not specify the price amount to two decimal places, CataList will add zeroes to two decimal places.

3. Click Save & Lock. 

The changes are saved and the section is highlighted in yellow.

To add or edit a publication date and publishing status

1. In the Publication Date section, click Edit.

2. Click the publication date or the calendar icon to launch the calendar picker, then use the left and right arrows to move month-by-month through the calendar options.

3. Click on the Month/Year link in the calendar to open options to jump to another month/year calendar page.

4. Click Save & Lock.

The changes are saved and highlighted in yellow.

To add or edit a publication status

1. In the Publication Date section, click Edit.

2. Select a publishing status from the drop-down list to clarify the status of your title. The list options are drawn from the ONIX codelist for publishing status.

3. Click Save & Lock.

The changes are saved and the section is highlighted in yellow.

To add or edit a format

1. In the Format section, click Edit.

2. Select a format from the drop-down list. This list is populated with the options from the ONIX Product Form code list. Hardcover and Paperback have been sorted to the top of the list for your convenience.

3. Click Save & Lock.

The changes are saved and highlighted in yellow.

To add or edit a format detail

1. In the Format section, click Edit.

2. Select from the drop-down list an option that describes the product form.

   1. Click Add Additional Format Detail to list another format detail.

3. Next to any previously added format detail, click Remove to remove it from the Title Detail page.

4. Click Save & Lock. 

The changes are saved and the section is highlighted in yellow.

To add or edit a publisher or imprint

1. In the Publisher section, click Edit.

2. Enter the publisher and/or imprint name in the text boxes.

3. Click Save & Lock.

The changes are saved and the section is highlighted in yellow.

To add or edit a BISAC subject or region code

1. In the Subject section, click Edit.

2. Enter the code value for the Main BISAC subject in the text box. 

3. (Optional) Add a secondary BISAC subject code or a BISAC regional theme code.

4. Click Save & Lock.

The changes are saved and the section is highlighted in yellow.

To add an author or other contributor

1. In the Contributors section, click Edit.

2. Select a contributor type from the Type drop-down list.

3. Select the role for the contributor from the Role drop-down list.

   1. If your author is Canadian, select the checkbox to flag the author with the Canadian market throughout the CataList site. To see if your contributor counts as Canadian, see Appendix A: Canadian Contributor FAQ.

4. Enter the first and last name of your contributor. The sequence of contributors listed on a title is the order in which you enter them.

5. Click Add Contributor.

6. Repeat steps 2 - 5 to add another contributor. Contributors display in the order you enter them.

7. Click Save & Lock.

The changes are saved and the section is highlighted in yellow.

To add or edit a contributor biography

1. In the Contributor Bio section, click Edit.

2. Add your contributor biography statement, using the rich text editor to mark bold or italic text and add hyperlinks.

3. To include another contributor biography, add it below the previous contributor’s biography content. Separate the biography content with line breaks (or paragraph tags in the HTML view).

4.Click Save & Lock.

The changes are saved and the section is highlighted in yellow.

To add or edit key selling points

1. In the Key Selling Points section, click Edit.

2. Type or paste in your Key Selling Point content.

3. Click Save & Lock.

The changes are saved and the section is highlighted in yellow.