Create and Edit a Custom Catalogue

Custom catalogues are created using any ISBNs that have already been published in any seasonal catalogue, including trade-only catalogues. You can think of it like building a playlist - just the items you want, in the order you want them, which you can save and optionally share.

Custom catalogues can be created for specific recipients (buyers, media, internal staff, etc.) or can be made available to anyone who has the link. Custom catalogues with specific recipients can only be viewed by the catalogue's creator and the recipient(s). These catalogues are not displayed on the Home page, nor will they be listed on your Publisher page. Instead, they will be listed on My Page on the My Custom Catalogues tab (for creators) or the Received Catalogues tab (for recipients).

Custom catalogues that are open to all users can optionally be displayed on your account's Publisher Page. Anyone who has the link to the custom catalogue will be able to view the catalogue, even if they are not signed in to CataList. 

How to create a custom catalogue

You can create custom catalogues using the New Custom Catalogue button on My Page, you can create a copy of any catalogue as a custom catalogue from the grid views in CataList, or you can also create custom catalogues when viewing catalogues or titles using the Add to Catalogue button.

Create from My Page

Include ISBNs from existing catalogues.


Enter the list of ISBNs you want to include in your catalogue.

  1. Click New Custom Catalogue on My Page. 

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

  3. Add the list of ISBNs that you want to include in your custom catalogue.

    • If you are a publisher and have catalogues published, you can select from existing catalogues to start with.

    • You can also type in ISBNs to be added, or copy and paste a list of ISBNs on the Type tab.

    • You can upload a list of ISBNs in an Excel file - please do not include headers in the file and ensure that the ISBNs are in the first column.

  4. Click Next.

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

  6. 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, or email addresses can be listed in the box below (for publishers and sales agents only).

  7. Click Save to create your catalogue in Draft status. Note that recipients will not be able to access the custom catalogue until you publish it fully.

Create from a grid view

You can also create a custom catalogue from any of the grid views in CataList, including the Catalogue List View and the Order Reports link located on My Orders. When using Order Reports, you can add a filter prior to creating a custom catalogue. You can create a new custom catalogue from any existing catalogue, or from a list of titles for which you have entered an order quantity within a specified date range.

  1. Click Create Custom Catalogue located above the grid. This launches the Create Catalogue procedure, with the list of ISBNs pre-populated for you.

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

Create using the Add-to-catalogue feature

Quickly and easily add titles to custom catalogues, from catalogue and title pages or from search results. Send titles to existing custom catalogues or create new ones, all without ever leaving the catalogue you are viewing. In Thumbnail, Scroll and Title Detail Views, look for the Add to Catalogue buttons in line with each book's details.

Create a new custom catalogue using Add-to-catalogue

  1. Click Add to catalogue.

  2. Click Create a new custom catalogue.

  3. Enter the name of the catalogue in the prompt box, then click Create Catalogue.

  4. Continue adding titles to this catalogue, or to other catalogues as needed.

 

Add to an existing catalogue

  1. Click Add to catalogue to open the catalogue selection box. The catalogue selection box will open, displaying your 10 most recently edited catalogues.

  2. Click the catalogue you want to add the title to.

Once you've added a title to a catalogue, it becomes your most recently edited catalogue and will appear at the top of the list the next time you open the selection box.

If you have more than 10 custom catalogues, and the one you want to add to is not in the list, click the See More link to access your full custom catalogue list.

 

Add from search results

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, as above.

How to edit a custom catalogue

When viewing a custom catalogue, launch the Edit Catalogue process by clicking the edit icon. The information below explains the features on each tab in the Edit Catalogue process.

Edit Info

The Edit Info section allows you to change the name of the custom catalogue and add additional ISBNs.

Organize Catalogue

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

  • Change the order of the ISBNs in your catalogue by dragging rows in the table, or use the up and down arrows in the far right column.

  • Create featured titles by clicking on the star image in the Feature column. 

  • Remove items by marking the check box in the Remove column.

  • Click Save to save your changes.

 

Edit Recipients

The Edit Recipients section 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). You can also change the catalogue type on this page from a private catalogue to one that is available to everyone or vice versa.

If you regularly share catalogues to groups of people, or if you want to share catalogues to people who have not opted into the CataList directory, you can use the Contact List feature to add new contacts and build distribution lists.

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.

More about using Contact Lists.

Publish your catalogue

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 to view. 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, no automated emails are generated when you publish the catalogue.