Create and Edit a Seasonal Catalogue

Seasonal catalogues are one of CataList’s core features. They will most frequently be a publisher's new seasonal or monthly catalogues, but backlist and annual catalogues can also be created. Titles must be added to a seasonal catalogue first before other users can find the titles in search or add them to their own catalogues. Once a seasonal catalogue is published on the site, it can be viewed by anyone who visits CataList, making it easy for interested buyers to browse those titles without logging in.

Follow the instructions on this page to create, edit, and publish your seasonal catalogues.

[ 1 Create a seasonal catalogue ] [ 2 Edit a seasonal catalogue ] [ 3 Publish a seasonal catalogue ] [ 4 Release a catalogue as trade-only ] [ 5 Trade-only title display in catalogues ]

Create a seasonal catalogue

Click any thumbnail to view at full size.

1. From My Page, open the Catalogue Creation tab and click New Catalogue.

Catalogue Editors and Account Managers in Publisher-type accounts are the only CataList users who can create, edit, or publish seasonal catalogues. If you need access to create seasonal catalogues for your account, contact your Account Manager.

2. In Step 1 of 2, fill in the form with your catalogue details. Both the required and optional content entered in the form can be edited once the catalogue is created. For more information about the required and optional fields, expand the corresponding sections.

Required fields	Description

Required fields	Description
Catalogue name	The catalogue name must be unique and should clearly state the theme of your collection. For example: Publishing House Fall 2022.
Publisher or imprint	If you have more than one imprint, you can select a specific one to be associated with your catalogue. If the imprint is not on the list, you can add an imprint to your account.
Seasonal or Monthly catalogue	This determines where the catalogues will be placed on your publisher page and in what order. Seasonal catalogues are featured first, while monthly appear lower on the page and in ascending order. It's best to reflect the time period you expect the catalogue to be current. Select Monthly if your catalogue contains books that are published in a single month, such as July 2023, then choose the correct month and year from the drop-down lists. Select Seasonal if your catalogue contains books for the span of a season, then choose the correct season and year from the drop-down lists. On your publisher page, the system sorts the seasonal catalogues of a given year from newest to oldest: Fall; Summer; Spring; Winter; Annual; and lastly, Backlist.
Add ISBNs	Paste in a list of ISBNs or upload an Excel spreadsheet with the ISBNs that you want to include in the catalogue.

Optional fields	Description

Optional fields

Description

Cover image

Your catalogue should always have a cover – and it will, even if you don't upload one. CataList will display the cover image of the first book in the catalogue if an alternative is not provided. However, the best catalogue covers showcase the publisher's logo, flare, as well as the catalogue's title.

File requirements: PNG, JPG or GIF file types, max file size 5MB. RGB colour space for JPG file (not CMYK).

Front matter

Front matter, or front pages as it is often referred to, are pieces of introductory matter that give further context to a catalogue when exported as a PDF. Catalogue creators can upload this additional information and use the space for branding purposes. Introductory matter can include but is not limited to: Summaries, company histories, "about us" information, an editorial introduction to the catalogue, and funding acknowledgements.

End pages

Like front matter, end pages can be used to provide additional marketing information when catalogues are exported as PDF. These pages often include ordering or contact information.

A bonus feature is the ability to upload this file only once and be able to continually use it by selecting "Use my company's standard end pages." Account Managers or Catalogue Editors can set up the company's standard end pages by going to My Page → PDF Templates → Manage Templates → Add Standard end pages tab and uploading a PDF file.

3. Once you’ve entered the information, click Next.

4. In Step 2 of 2, click Next to import data from BiblioShare for your catalogue. You are returned to My Page, where the catalogue is created as a draft.

Edit a seasonal catalogue

Seasonal catalogues in your account can be edited whether they are in Draft or Published status. You can add, remove, and reorganize the titles in the catalogue, or make changes to the catalogue information.

You must be logged in as an Account Manager or Catalogue Editor to access the editing tools.

Quick actions

Quick actions are available directly on the thumbnail, scroll, and grid views in the catalogue. Use the checkbox next to a title to select and act on multiple titles at once.

There are two possible quick actions that you can take in seasonal catalogues: copy and delete.

Copy

When you’re logged in, you can copy a title to your own custom catalogue.

Delete

When you’re logged in, you can delete titles from catalogues that you have access to edit.

Edit catalogue information

Click the Edit icon to access more editing features, such as adding more ISBNs, adding front matter, reorganizing the order in which the titles appear in the catalogue, or publishing the catalogue.

There are two ways to access the catalogue editing tools:

In your catalogue, click the Edit icon and then click Edit Info or Organize.
On My Page, click the Edit icon for the catalogue that you want to edit.

Edit info

The Edit Info tab allows you to change any information that was included or excluded during the catalogue’s creation.

When you add ISBNs to a seasonal catalogue that has already been published, CataList gives you the option to flag the titles as Drop-ins, should you be adding late additions to a current selling season.

Organize

The Organize tab allows you to change the default order of titles within a catalogue, create featured titles, and remove titles.

Drag the rows to re-order the titles in the catalogue, or send a title to a specific number placement in the catalogue by using the Send to button.
Sort your titles according to Title, Contributor, or a number of other options by clicking the Sort by drop-down lists.
Create featured titles by clicking on the star in the Feature column.
Delete titles from the catalogue by clicking the red button in the far-right Delete column.
Click Save to save your changes.

When applicable, publishers can also flag their own titles as drop-in titles by clicking the flag icon in the Drop-in column. Learn more about managing drop-in titles.

Publish a seasonal catalogue

Publish your catalogue so that users outside of your account can see it.

To publish a catalogue

1. Go to the catalogue and click the Edit icon, then click Publish. The Publish tab shows you the current status of the catalogue and reports on any issues, such as ISBNs that are missing recommended information.

2. If any recommended data fields are missing, click View details to see the status of recommended data fields. You can edit the title information or remove ISBNs from the catalogue.

3. After reviewing the details and making any final adjustments to your catalogue, click Publish Now. The confirmation message shows you how many ISBN spaces will be deducted.

If you wish to publish your catalogue fully to CataList, click OK. CataList updates the status of the catalogue to Published, deducts any listing spaces required from your account, and makes the catalogue titles publicly available.
If you wish to limit the release to trade partners only, continue to the steps in the following section.

Release a catalogue as trade-only

Trade-only catalogues, and the titles contained in them, are viewable by users in Retailer, Library, Wholesaler, and Sales Agent type accounts. Publishers can view their own catalogues and titles, but not the trade-only catalogues of other publishers. Sales reps and marketing teams are able to create custom catalogues using titles in catalogues with trade-only status.

To release a catalogue as trade-only

In the Publish tab, click Publish Now and select the check box "Release catalogue to the book trade only."
(Optional) Set a date for when you’d like CataList to automatically change the catalogue’s Trade-only status to Published.
Click OK to release the catalogue to trade-only status.

ISBN listing spaces are deducted for new additions to CataList when the catalogue is released to the trade.

In your catalogue table on My Page, the status "Trade-only" displays for your newly released catalogue. The Publish Date column displays the future release date, if set, in italics.

The scheduled publish date can be edited at any time, or the catalogue can be published immediately, by returning to the catalogue’s Publish tab. On the Publish tab:

Click the calendar picker to edit the scheduled publish date.
Click Publish Now to publish the catalogue immediately. The catalogue is made available to all public users who visit CataList.

Trade-only title display in catalogues

Because sales reps can create custom catalogues with trade-only titles, there is a possibility that catalogues may be shared with users that do not have the necessary access permissions to view all titles. The following images show how the same custom catalogue displays for CataList users with different levels of access to the trade-only titles. You’ll see all the actions that you are allowed to perform for this catalogue, based on your access permissions.

Publisher view

When creating a custom catalogue, reps can easily see in the catalogue views which titles will only be available for signed-in trade users to see. All trade-only titles are clearly marked with a trade-only banner below the title. The custom catalogue can still be shared with anyone, but the bibliographic data for the trade-only titles will be hidden from viewers who do not have access to see it until the source catalogue becomes fully published.

Trade recipient view

When viewing the catalogue, signed-in users of authorized accounts will be able to see all the bibliographic data for the trade-only titles. The orange notification banner does not appear, making a seamless catalogue viewing experience for these authorized viewers.

Blocked access view

When a catalogue viewer is not authorized to see trade-only titles in a catalogue, they can still view all other titles in the catalogue, and the trade-only ISBNs will be indicated with a Coming Soon placeholder. When the source catalogues are upgraded to a fully published status, the bibliographic data for these titles will display to all viewers.