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 as building a playlist — just add 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 CataList home page, nor will they be listed on your Publisher Page. Instead, they will be listed on My Page under the 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 it will be able to view the catalogue, even if they are not signed in to CataList. 

How to create a custom catalogue

There are three ways to create a custom catalogue:


Create from My Page

Click on any image to view at full size.

  1. Click New Custom Catalogue on My Page. 

  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.

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

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

    • Upload — You 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.


Create from the catalogue toolbar

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

  1. Click Create Custom Catalogue located in any catalogue’s toolbar. 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 button 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 using Add-to-catalogue

  1. Click Add to catalogue to open the catalogue selection box. The catalogue selection box will open, displaying your 10 most recently edited private and collaborative 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 See More to access your full custom catalogue list.

 

Add titles to a catalogue from the 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.

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 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

The Organize tab 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 send a title to a specific number placement in the catalogue 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 image in the Feature column. 

  • Remove titles by clicking the red button in the far-right Delete column.

  • Click Save to save your changes.

 

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.

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