Using the search features

This page outlines the various CataList search features and how to use them.

Quick Search options

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The default selection of the Quick Search is to search for products in all formats, but you can also search for catalogues or return matches that are specifically print or digital products. Click the dropdown list to choose the type of Quick Search you want to run.

The ISBN List search below the search bar can return matches for a list of up to 1000 ISBNs.

Search for books

By default, the Quick Search box is set to look for matches for your search terms across title, subtitle, contributor, series, subjects, publisher, and imprint. The search returns matches showing the newest titles first. You can change the sort order of the titles, set a number of titles to display per page, and when you are logged in you can Export the title list to Excel or add the list of titles to a catalogue.

CataList no longer limits results to only forthcoming and available titles, so you can now easily see if titles have been postponed or cancelled. If you want to limit the result set, you can use the refine tools to filter the list of results to only the titles you are interested in. See the Refine results section for more information.

Search for catalogues

When Catalogues is selected as the search type, CataList will look for matches for your search terms in catalogue name, company and imprint names. If you keep track of your catalogues by ID number, you can also search for catalogues by their ID number.

Search for an ISBN List

The ISBN List search returns the titles that match the ISBNs that you enter into the box.

To search using a list of ISBNs

  1. In the navigation bar, click ISBN List. A search box displays.

  2. Enter up to 1000 ISBNs.

  3. Click Submit to run your search.

CataList returns the matching items in the system. By default, book matches are presented in the same sequence as your original list. ISBNs with no match in CataList will not display.

You can sort and filter these list results as desired, and when you are logged into the system you can also export them from the system or add them to a catalogue.

Advanced Search

The Advanced Search form is a versatile tool that allows you to customize and filter your search results in a dynamic way. Use it to find exactly the list of titles you need, frontlist or backlist. There are several parts to the form and different ways to set search parameters. Each section is covered in more detail below.

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You can access the Advanced Search at any time using the Advanced Search link below the Quick Search box. Clicking the link brings you to the Search page, with the Advanced Search form open.

If you run a Quick Search for book results, you'll also see the Advanced Search bar at the top of the search result page. You can click the bar to expand the Advanced Search form at any time on that page.

Run an advanced search

 

The basics of running an advanced search:

  • Set up the parameters of your search and click Run Search.

    • Once your search returns, you can reopen the form to refine the parameters of your search. Alternately, use the refine boxes in the left sidebar to refine your result set.

  • Click Clear All to clear all parameters from the form and start a fresh search.

Search in specific data fields

 

 

At the top left of the form, use the text boxes to find text matches according to your selected data field. The search results rely on publishers providing names and series data consistently across titles.

Searchable fields

Description

Searchable fields

Description

Title

This option searches for matches across title and subtitle fields.

Contributor

This option searches for matches on all contributor roles, such as author, illustrator, editor, photographer, etc.

Series

Search for series matches for all of the books in a particular series, for example, “The Massey Lectures” or “Dog Man.”

All Subjects

If you know the subject you are looking for, such as Cooking, you can type it in here, or if you prefer to search specific subject codes, use the ‘Search specific subjects’ function.

You can also search for Dewey decimals in the All Subjects field.

Publisher

If you know the publisher of a book, i.e. Dundurn, Hachette, Penguin Random House, Groundwood, etc., you can type it into this field to see results that include publications by that publisher.

Imprint

You can search for a specific imprint’s title list using the Imprint option. For example, you could search for all titles in Goose Lane’s icehouse poetry titles by searching for “icehouse poetry.”

Canadian distributor

The Canadian distributor option allows you to locate sets of titles that can be ordered together from a single source.

Publisher keywords

Many publishers now add keywords to their metadata to help surface results that may not be otherwise easily found using the title, subject or other common metadata fields. Try searching for keywords like “ownvoices,” “indigenous,” “BIPOC,” or topical or seasonal themes such as “pandemic” or “Halloween.”

When you’ve set your parameters, click Run Search at the bottom left of the form.

If you are not seeing the matches you expect, try reducing your search terms to the main keywords. For example, try searching “Hunger Games” in series rather than “The Hunger Games” to get the largest set of matches.

If you know the exact phrase of what you are searching for, place quotation marks (“ “) around the phrase to return exact matches.

Boolean search examples

Use the ‘Add another parameter’ button and the AND, OR and NOT operators to expand or limit results:

  • Use the AND operator to match across indexes. For example, books with a subject containing the word “Crafts” AND a distributor “Scholastic”

  • Use the OR operator to find books where either criterion is met. For example, where either Robert Munsch OR Michael Martchenko is a contributor

  • Use the NOT operator to exclude a subset of potential matches.

Note that multiple words in a single search box are always handled as an AND operator. If you search “Italian cooking” using the All Subjects filter, the Advanced Search tool will look for books that have both “Italian” AND “cooking” in the subject fields.

Select subjects from a list

You can limit your result set to specific BISAC or Thema subjects.

The system will not allow you to type in your own text into the display box. Once you have selected the subject code(s) from the subject tree, the subject text will automatically populate into the search box.

 

To select subject codes

  1. Select your preferred subject standard, BISAC or Thema, and click Add/Edit Subjects under the Search subject codes text box. This opens a lookup box and the subject tree.

  2. Use the lookup box to find matches for your text in the tree. You can enter the subject text or its code.

  3. Use the +/- buttons to expand or collapse sections, and the checkbox to indicate your selections. For example, you can open the Non-fiction box, open the Cooking category, and make selections from the different styles of cooking, cookware, and other relevant subtopics.

  4. Select a parent subject category to select all of its subcategories. For example, selecting ‘GARDENING / Climatic’ automatically selects the subcategories Desert, General, Temperate, and Tropical.

    1. Deselect one or more subcategories by unchecking the box next to the subcategories you wish to exclude.

  5. Click Save.

The subject codes are populated in the subject search box.

To edit your subject selections

To edit your subject selections or to clear them without clearing the rest of the Advanced Search form, click Add/Edit Subjects to reopen the subject tree, where you can modify or clear your selections.

Preset your filters

 

The filters section includes two columns, one where you can limit results with simple opt-in checkboxes or, in the second column, you can set specific range parameters and multi-select criteria from the dropdown lists.

Availability

The availability filters limit your search to a specific type of availability.

Filter

Description

Filter

Description

Forthcoming

Filter your search results to display titles that are mapped to forthcoming, such as those not yet available.

Available

This would return titles such as those that are in stock, or to order.

Temporarily unavailable

This selection would return titles that are, for example, temporarily withdrawn from sale or reprinting.

Unavailable

Checking this box would return titles that are, for example, withdrawn from sale or cancelled.

Return only

The “Return only” filters limit your results to various other checkbox options.

Filter

Description

Filter

Description

Canadian authors

Selecting this option generates a result set that includes books by Canadian authors. A book will return if any contributor to the work is flagged as Canadian.

Accessible products

Check this option to return a list of digital titles for which accessibility information has been provided. The search will return publications that contain details about accessibility features, compliance and certification, or which contain contacts for further accessibility information.

My favourites

This option only displays if you are logged in to CataList, and have set Favourite publishers or imprints. This limiter will return publications by your favourite publishers or imprints.

Added in the past [ ] days

The default for this is set to 2, but you can select as far back as 7, 15, or 30 days. This is calculated from the date a title is published into a public or trade-only catalogue in CataList. It also includes the current day; searching titles ‘added in the last two days’ will return titles added to CataList today and yesterday.

Custom catalogues (available to Publishers and Sales Agents)

Use the custom catalogue filters to return only titles that you’ve added to a private custom catalogue that you own, titles that are in your account’s collaborative custom catalogues, or titles that are not in any custom catalogues you have access to edit.

Ranged search filters

The publication and price range filters return only titles within your specified range.

Filter

Description

Filter

Description

Publication Date

To set a date range, select from the dropdown: Before, After, and Between. This activates the calendar picker for the start date, end date, or both – depending on the range type you selected. Click on the calendar icon to open the picker to select a date.

Price range

You can set your filters to only return items within a certain price range. This filters on the Canadian retail price data point.

Multi-select dropdown lists

The dropdown list filters let you select multiple format, audience, or language options.

Filter

Description

Filter

Description

Format

Use the format limiters to return specific formats only. In addition to print formats, you can limit to ebook product, audio or non-book items like calendars or stationery items.

Audience

If you want to limit results to a particular audience, such as Juvenile or Young Adult, use the audience tool to select just the audiences you are looking for. Other options include All, General Trade, Education, Higher Education, Professional/Scholarly, ESL, and Adult Education.

Language

You can also pre-filter results based on the language of the text. The most common languages represented in CataList are at the top of the list (English, French, German, etc.), and indigenous languages are included in this list. The Multiple languages option returns items specifically flagged with a multiple language indicator. Books where, for instance, both French and English are indicated as languages in the text, will be returned if either French or English is selected.

View and refine your search results

Once you have run your search, you can view, refine, export, or save your search results.

Click on any image to view at full size.

View search results in scroll view

By default, search results return in a scroll format, with the cover image displayed alongside the book’s bibliographic data.

In this view, you can:

  • Click the title or cover image to navigate to the full title detail page;

  • Click an author or series name to launch a search for more titles by that author or in that series;

  • See which catalogues include these titles; and

  • Add single titles to catalogues and access links to NetGalley when galleys exist for the title (available for logged-in users only).

When exporting from the scroll view, all returned titles will be exported.

Use the icons at the top right of your search result items (in the red box in the image at left) to select a preference for how CataList presents your search results. Simply click an icon to switch your view. When you are logged in to CataList, the system remembers your last selection and displays future searches in your selected format.

View search results in grid view

The search results grid view allows you to see more results at once in a more compact layout.

In this view, you can:

  • Sort your results ascending or descending by clicking on any column header;

  • Use the Customize Columns button to set the columns you want to see on this page (available for logged-in users only); and

  • Drag the column headers to reorganize the columns (available for logged-in users only). The system will remember your column settings for future search results.

In grid view, you can also use the checkboxes in the first column to select and act on titles returned in your search. Again, you must be logged in to CataList to access this feature. Select all titles or specific titles, and send your selections to a custom catalogue or export them from the system.

Refine results

 

Book results

When searching for book products, you can narrow down your results by applying a variety of optional filters:

  • Availability — Filter your results according to the title’s Product Availability code.

  • Publishing Status — CataList now returns all titles in the system, but you can limit this filter to only forthcoming or available titles.

  • Publication Date — Click on the start or end date to limit results to only titles that publish within a specific date range.

  • Audience — Easily limit to Juvenile, Young Adult or General trade with one click.

  • Thema Subject — Limit by Thema subjects. You can select multiple subjects, and drill down through subject levels.

  • Subject — Limit by BISAC subjects. You can select multiple subjects, and drill down through subject levels.

  • Price Range — Use the sliders to adjust the top and bottom limits for Canadian retail prices to your search results.

  • Contributor Location — Contributor location allows you to limit your search results to only books with Canadian contributors. Publishers are increasingly providing Contributor region codes and location details – where we have this data, you can filter down further by province!

  • Geographical Region — Where publishers have provided BISAC regional codes or Thema geographical qualifiers, you can use these region filters to narrow the results set by topic or setting location of the books.

  • Format — Filter your results by Product Form.

  • Product Form Detail — Choose the detailed product form you would like to see in the search results.

  • Accessibility — Limit results to digital products for which publishers have supplied information on accessibility features.

  • Language — Limit results by the language of the text.

  • Catalogued by — Applies filters based on the company that added the title to catalogues. If you have Favourites set, you can select 'My Favourites' as an option.

  • Canadian Distributor — Filter by the distributor who will fulfil the order in the Canadian market.

  • Content Available — Limit the results to matches where excerpts, reading group guides, teacher's guides or other supplementary content is provided.

Catalogue results

When searching for catalogues, you can also refine your catalogue results by several catalogue aspects:

  • Catalogue type — Filters to only seasonal or only custom catalogues

  • Catalogued by — Applies filters based on the company that posted the catalogue(s). If you have Favourites set, you can select 'My Favourites' as an option.

  • Status — Allows you to include or exclude catalogues based on their draft, published, trade-only or archived status

Saved Search

Use the saved search tool to save and run searches that you use regularly. Make sure you’re logged in to access this tool.

Save a search

You can save any type of quick search or advanced search.

  1. Run your search to ensure that it returns the results you are looking for. If you want filters to be included in your saved search, use the filters in the advanced search box.

  2. After the search results return, click Save Search.

  3. Give your search a unique name and click Save.

Your search is saved to your individual CataList account.

Run a saved search

 

You can run a saved search from two places: the global navigation bar and the Manage Saved Searches page.

  • Global navigation bar — Click the Saved Searches link and choose the saved search you want to run.

  • Managed Saved Searches — Find your saved search on the page and click Run.

Your search returns results according to the search term or criteria that you saved.

Edit a saved search

Once you have saved a search, you can edit it on the Manage Saved Searches page. You can access this page from your search results or the global navigation bar.

You can perform the following actions on searches that you saved:

  • Edit — For quick searches, you can change the search name and search term. For advanced searches, you can change the search name. If you want to change the search parameters, you need to open the Advanced Search form.

  • Copy — Create a duplicate of any saved searches. It will have the same name as the original, but with “Copy” appended to it.

  • Delete — Delete a saved search from your account.

  • Run — Run your saved search.

Edit a saved advanced search

For advanced searches that you saved, you can change the search criteria and save it again or save your new changes as a new advanced search.

To edit a saved advanced search

  1. Run your saved advanced search. The results return according to your saved parameters.

  2. Make your changes to the search parameters and run the search again. The sidebar shows that you have unsaved changes to your saved search.

  3. Click Save Search, then do one of the following:

    • Click Save to overwrite your search’s old criteria with the new ones.

    • Click Save as new search to save your search’s current criteria under a new name. Your old search is unaffected.

Your advanced search is saved with your new changes.