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 /wiki/spaces/CAT/pages/1376515 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
• Using 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 or edit a seasonal catalogue
  • Managing drop-in titles
  • Removing titles from CataList
• Create and Edit Custom Catalogue
  • Suggesting Order Quantities
• 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
  • Switching between orders
  • View previous orders for an item
  • View all your orders
  • View order details
  • Quick-add an ISBN
  • Edit an order
  • Close an order
  • Export an order

Export features

• Customize your grid export columns
  • Customize the grid view at the user level
• Export 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.