Welcome to the CataList Help Manual.  Here you will find general information about the CataList project, resources to help you get started, and step-by-step instructions on how to use the features in CataList. Can't find the answers you need? Send your questions to catalist@booknetcanada.ca.

Partner programs

Resources for Publishers

Information on bibliographic data imports and updates, ONIX mapping into CataList, the reading copy request process and /wiki/spaces/CAT/pages/1376360.

Resources for Retailers

Find a quick start guide, information on /wiki/spaces/CAT/pages/1376515 reporting in CataList, using CataList with your POS system and /wiki/spaces/CAT/pages/1376292.

Resources for Libraries

Find a quick start guide, information on exporting to various formats including MARC, voting for Loan Stars and /wiki/spaces/CAT/pages/1376361

The basics

• Logging into CataList
• Access levels
• Home page
• My page
• Find catalogues
• View catalogues
• Title detail page
• Publisher page
• Searching for books
• Navigation for tablets

Setting up your account

• Personal account settings
• Company settings for administrators
  • Add or edit user access
  • Add or edit stores or branches
  • Purchase listing spaces
  • Set up your publisher page
  • Reading copy requests
  • Reports
  • Customize your grid view columns

Creating and editing catalogues

• Create or edit a seasonal catalogue
  • Managing drop-in titles
• Create and Edit Custom Catalogue
  • Suggesting Order Quantities
• Add or edit title data
• Adding comparable titles
• Notes
  • Upload a notes file into CataList
• Contacts and Distribution Lists

Integrated SalesData reporting

• In-line SalesData
• View the SalesData Report

Ordering functions

• Order Management
  • Start a new order
  • Add order quantities
  • Switching between orders
  • View previous orders for an item
  • View all your orders
  • View order details
  • Quick-add an ISBN
  • Edit an order
  • Close an order
  • Export an order

Export features

• Customize your grid export columns
• Export to PDF
• Export to MARC