Create and Edit a Custom Catalogue

1. Under the Catalogue Creation menu on My Page, click New Custom Catalogue. 

2. Give your catalogue a name. The name must be unique to your account.

3. Set editorial permissions to Collaborative if you want your colleagues to view and edit this catalogue. Learn more about collaborative custom catalogues.

4. Add the list of ISBNs that you want to include in your custom catalogue. You have two (three, if you’re a publisher) methods of adding ISBNs:

   • Select — If you are a publisher and have catalogues published, you can select titles from existing catalogues to start your new one.

   • Type — All users can paste in a list of ISBNs.

   • Upload — All users can upload a list of ISBNs in an Excel file (do not include headers in the file and ensure that the ISBNs are in the first column).

5. Click Next.

6. When the system confirms your ISBN count, click Continue.

7. When prompted to select recipients for the catalogue, you have two options:

   • Select “Make available to everyone” if you'd like anyone with the catalogue link to be able to access your catalogue.

   • Select “Specific Recipients Only” if you want to create a private custom catalogue that can only be seen by specific people. Recipients can be added using the autocomplete box for the CataList directory. You can add contact lists with email addresses to the recipients as well.

8. Click Save to create your catalogue in Draft status. Note that recipients cannot access the custom catalogue until you publish it fully.

You can also create a custom catalogue from the catalogue toolbar.

1. Click the Create Custom Catalogue icon located in any catalogue’s toolbar. This launches the Create Catalogue form, with the list of ISBNs pre-populated for you.

2. Follow the on-screen instructions to create the catalogue.

Use the following steps to create a new custom catalogue using the Copy, Move, or “Add to catalogue” buttons.

1. Click the action button for the title. The catalogue selection dialog displays.

2. (Optional) If you are working in a custom catalogue, select or deselect the checkbox “Include suggested orders with copied titles.”

3. Click “Create a new custom catalogue.”

4. Enter the name of the name field, then click Create Catalogue.

Your new catalogue is created with your selected titles pre-added. You can continue adding titles to this catalogue, or to other catalogues as needed.

When viewing your search results using the grid view, use the checkboxes to select all or a specific set of titles. Once your title(s) are chosen, click Add to Catalogue to add titles to an existing catalogue or start a new one.

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

There are three possible quick actions that you can take in custom catalogues: copy, move, and delete.

Copy

When you’re logged in, you can copy a title from any catalogue to your own custom catalogue. If you’re working in a custom catalogue, you can copy the title’s suggested order with the title to your selected custom catalogue.

Move

When you’re logged in and viewing a custom catalogue that you have access to edit, you can move the titles to another catalogue. You can move the title’s suggested order with the title to your selected custom catalogue.

Delete

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

Edit Info

The Edit Info tab allows you to:

• Change the name of the custom catalogue

• Change the editorial permissions

• Add additional ISBNs

• Add cover images, front matter, and end pages

• Assign categories to the catalogue (Categories are like tags and can be whatever text you want. The categories display on your My Page’s custom catalogue table and are searchable using the category filter. Learn more about My Page features.)

Click Save to either save your changes or proceed to the next step, if you are adding ISBNs to the catalogue.

Organize Catalogue

Edit Recipients

The Edit Recipients tab allows the creator of the custom catalogue to add or remove custom catalogue recipients to control who can view the catalogue. When a recipient is added to a custom catalogue that has already been published, the system will prompt you to confirm whether you want to send out a new catalogue notification to the new recipient(s).

• Select Recipients Only — Select this option if you want only the contacts you added to have access to view this catalogue.

• Make this catalogue available to all CataList users — This option is available to Publisher-type accounts only. Select this option if you want the catalogue to be accessible to all users. If you select this option, you can choose to also display this catalogue's link on your Publisher Page.

• Suggest recipients on new shared notes — If you are specifying recipients on the catalogue, you can also select the option to automatically suggest the catalogue recipients on new notes that you share while working in the catalogue. This will automatically populate the catalogue recipient list into the note recipient list any time you enter a note and click the Share option. You will then have the opportunity to add or remove from the suggested recipients – single users or contact lists – before finalizing the shared note.

• Add Contacts — Add your distribution lists or individual contacts. If the contact is in the CataList directory, their name will display in the dropdown.

To publish any custom catalogue, go to the Publish & Send tab, and click Publish Now.

Once you have successfully published your custom catalogue to CataList, the catalogue will appear in your recipients' Received Catalogues tab and will be available for viewing. Custom catalogues can still be edited after they have been published.

If you have made your catalogue available to everyone and have not tied it to any specific recipients, automated emails will not be generated when you publish the catalogue.