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 and using CataList with your POS system.

Resources for Libraries

Find a quick start guide, information on MARC record exports and voting for Loan Stars.

The basics

• Logging into CataList
• Access levels
• Home page
• My page
• Find catalogues
• View catalogues
• Title detail page
• Publisher page
• Searching for books
• Navigation for tablets

Setting up your account

• Personal account settings
• Company-level settings
  • Add or edit user access
  • Add or edit stores or branches
  • Purchase listing spaces
  • Edit your Publisher page
  • Reading copy requests
  • Reports
  • Customize your export grid

Creating and editing catalogues

• Create and Edit Seasonal Catalogue
• Create and Edit Custom Catalogue
• Adding and Editing Title Information
• Notes

Integrated SalesData reporting

• View the SalesData Report

Ordering functions

• Suggesting Order Quantities
• 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
• Export to PDF
• Export to MARC