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.

Visit BNC CataList.

Resources for Publishers

Information on bibliographic data imports and updates, ONIX mapping into CataList, the reading copy request process, and more.

Resources for Retailers

Find a quick start guide, information on integrated SalesData reporting in CataList, using CataList with your POS system, and more.

See the list of Current Promotions & Specials for Independent Booksellers.

Resources for Libraries

Find a quick start guide, information on exporting to various formats including MARC, and more.

The basics

• Log into CataList

• Access levels

• Home page

• My Page

• Drop-in, Note and Change History reports

• Find catalogues

• View catalogues

• Title detail page

• Publisher page

• Search features

• Customize the grid view at the user level

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

  • Enable reading copy requests

  • Run reports about titles in your account

  • Customize your account’s default grid view and export columns

Creating and editing catalogues

• Create and edit a seasonal catalogue

  • Managing drop-in titles

  • Removing titles from CataList

• Create and edit a custom catalogue

  • Suggest order quantities

  • Create and edit a collaborative custom catalogue

  • User permissions for custom catalogues

• Add or edit title data

• Add comparable titles

• Notes

• Contacts and Distribution Lists

Integrated SalesData reporting

• View SalesData in-line

• View CataList SalesData report

Order features

• Order Management

  • Start a new order and add order quantities

  • Order books as a sales representative

  • View orders

  • Edit order details, order quantities, and delete items in an order

  • Switch between orders

  • View previous orders for an item

  • Assign authorized buyers to a location

  • Export the order to Excel, CSV, MARC, PDF, or WordStock

  • Close or submit an order on CataList

Export features

• Customize your grid export columns

  • Customize the grid view at the user level

• Export Catalogues to PDF

• Export Orders to PDF

• Export to MARC

NetGalley is an online resource that allows professional readers to request access to digital galleys. If you are a reviewer, blogger, journalist, librarian, bookseller, educator, or in the media, you can use NetGalley for FREE to request, read and provide feedback about forthcoming titles.

How CataList works with NetGalley

Loan Stars is the readers' advisory tool that allows libraries across Canada to indicate popular upcoming titles. Using LibraryData, the library data aggregation service, the forthcoming titles with the most orders become Loan Stars top picks! Along with Adult and Junior lists, Loan Stars periodically releases lists identifying the top-ordered Canadian-authored titles as well as genre-specific lists.

You can also visit the Loan Stars website.