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, voting for Loan Stars, and more.

The basics

• Logging into CataList

• Access levels

• Home page

• My page

• Drop-in, Note and Change History reports

• Find catalogues

• View catalogues

• Title detail page

• Publisher page

• Use the 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

  • Reading copy requests

  • Reports

  • Customize your 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

• Adding comparable titles

• Notes

  • Upload a notes file into CataList

• Contacts and Distribution Lists

Integrated SalesData reporting

• In-line SalesData

• View the SalesData Report

Ordering functions

• Order Management

  • Start a new order

  • Add order quantities

  • Switch between orders

  • View previous orders for an item

  • View all your orders

  • View order details

  • Edit order details

  • Quick-add an ISBN

  • Add order line notes

  • Close an order

  • Export an order

  • Submit an order

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 a readers’ advisory service that allows library staff across Canada to collaboratively select their favourite forthcoming titles. Using CataList, library staff can nominate their favourite adult fiction and non-fiction titles, the most popular of which will be marketed to libraries and library users alike.

See our Loan Stars - Program Information page for all the details about how publishers can get involved, and librarians can read, request and vote for titles.

You can also visit the Loan Stars website.