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User (Bookseller) E-Catalog User Guide

1. Introduction

1.1 Background
1.2 Purpose

2. Creating a Personal e-Catalog

2.1 Define the name of the e-Catalog
2.2 Adding a Single Product
2.3 Adding Multiple Products Using "Search"
2.4 Adding Multiple Products Using "Copy ‘n’ Paste"

3. Amending a Personal e-Catalog

3.1 Find the Personal e-Catalog to Amend
3.2 Amending My e-Catalog Information
3.3 Amending the Contents of My e-Catalogs

4. Deleting a Personal e-Catalog

5. Viewing a Personal e-Catalog

6. Viewing a Publisher e-Catalog

Introduction

1. Background

PubEasy is the Internet based ordering and inquiry system for booksellers and 
their suppliers. PubEasy offers booksellers with a PubEasy password the ability 
to place and track orders and answer inquiries related to the availability, title and 
price of products.

2. Purpose

e-Catalogs allow products to be grouped in a variety of ways unrestricted by physical 
constraints normally associated with printed catalogs. Booksellers can use e-Catalogs to:

There is no limit to the number of unique catalogs that can exist, neither is there a limit 
to the number of products that can exist within each catalog. It is possible for one product 
to exist in multiple catalogs. It is also possible to define a time period that controls when 
a catalog is available for display within PubEasy.

The catalog you create may be viewed and edited only by the Users within your bookshop. 
No other bookseller may alter or view the catalogs you have created.

Users can choose to view several catalogs simultaneously and can also choose the 
display sequence within that catalog. Orders can be placed for any of the products that 
exist within the catalogs and hyperlinks can be included to access additional bibliographic information within the PubEasy environment.

Please note that a catalog created at an Affiliate PubEasy site can contain only titles 
distributed by that Affiliate. You cannot create a catalog that includes titles distributed 
by multiple Affiliates.

This document offers an overview of the features and also provides guidelines on how to 
implement them.

For assistance with questions not covered in this manual, please contact the 
PubEasy User Support Team at help@pubeasy.com

 

To create a Personal e-Catalog follow the instructions below.

1. Define the name of the e-Catalog

To define the catalog name:

1. Click on "e-Catalogs" in the Main Menu.
2. Click on "Create & Edit My e-Catalogs" in the subsequent menu.
3. Enter a name for the catalog together with an optional date range. If no date range is 
   entered, the entire catalog is available for viewing from the moment it is created. Otherwise, 
   the catalog can only be viewed between the dates entered.
4. Click on the "Create New e-Catalog" link to validate the information you have specified. 
   Please note that a catalog must obtain at least one product in order to exist. If you exit 
   PubEasy prior to adding a product, the catalog is lost.

From the next screen you may add products to your catalog in one of three ways.

• Add a Single Product by entering the ISBN and click the "Add ISBN to Catalog" link.
• Search for products to add by ISBN, title, author or publication date.
• Copy 'n' Paste a list of ISBN's into the catalog.

Each of these option is explained further below.

 

1. Adding a Single Product

If you know the ISBN of the product, enter the ISBN and click on "Add ISBN to 
Catalog". If the ISBN is invalid, does not exist within the Affiliate PubEasy system, 
or is already in the catalog, the screen is redisplayed with an error message. If the 
ISBN is valid within the Affiliate’s PubEasy system, it will be added to the catalog 
and a message is displayed.

 

2. Adding Multiple Products Using "Search"

To add multiple products to a Personal e-Catalog using "Search", enter your search 
criteria and click on "Search". If there are no matching products, you will receive a 
message to that effect.

All matching products are displayed with an "Add to Catalog" check box and a field to 
enter a textual description. Check the "Add to Catalog" check box and enter a description 
for any products (optional) before clicking on "Add selected products to catalog". If the matching products are already in the catalog, they are displayed with a check in the 
"Add to Catalog" column, without the option to enter a textual description.

Check the "Add to Catalog" check box. You have the option to enter a description for 
any products you add to the catalog. Then click on "Add selected products to catalog".

From the next screen, you can perform a new search by clicking on "Search for new 
titles". You can also change or delete textual descriptions or remove any products by checking the "Remove" check boxes before clicking on "Update catalog". Clicking the "Update catalog" link redisplays the screen with the message "Your catalog has been updated". Please note, once you remove the last product from a catalog PubEasy will 
also remove all references to the catalog from its database.

3. Adding Multiple Products Using "Copy ‘n’ Paste"

To add multiple products to a Personal e-Catalog using "Copy ‘n’ Paste", click on "Copy ‘n’ 
Paste".

 

Type each ISBN on a separate line in the text box or copy/paste a list of ISBN's from another source. Then click on "Add to Catalog". PubEasy will search for each of the ISBN's entered 
and display the results.

If an ISBN is not found in the Affiliate’s PubEasy database, the message "No Records Found" 
will be displayed after the ISBN.

If one of the entered ISBN's is already present in the current catalog, the message "This 
product has already been added to this catalog" will be displayed after the ISBN.

A textual description may be added for each of the valid products before clicking on the 
"Add to Catalog" link. Clicking on the "Add to Catalog" link will add all the valid products 
on this page to the catalog if the "Remove" check box is not checked.

Amending a Personal e-Catalog

1. Find the Personal e-Catalog to Amend

To find a Personal e-Catalog, follow these steps:

1. Click on "e-Catalogs" in the Main Menu.
2. Click on "Create & Edit My e-Catalogs" in the subsequent menu.
3. Enter a full or partial catalog name and click on "Find an e-Catalog". Or, leave the catalog 
   name blank and click on "Find an e-Catalog".

If no matching catalogs are found, the screen is redisplayed with an appropriate message. 
If a single matching catalog is found, the screen is redisplayed for the matching catalog. 
If several matching catalogs are found, all will be displayed for you to select.

Click on the icon next to the catalog you wish to edit.

1. Amending My e-Catalog Information

From the previous screen, you can change the name of the catalog, add, change 
or delete the optional display date range and change the catalog type. Click on 
"Update catalog" to confirm the changes.

2. Amending the Contents of My e-Catalogs

To amend the contents of a personal e-Catalog, click on "Display/Amend contents of the 
catalog". The resulting screen allows you to remove products from the catalog, modify the 
textual descriptions and add new products by clicking on the "Search for new titles" link 
to navigate to the product search page.

To remove products from a catalog select the "Remove" check box next to the product(s) 
to be removed and click on the "Update Catalog" link. Please note, once you remove the 
last product from a catalog PubEasy will also remove all references to the catalog from 
its database.

 

Deleting a Personal e-Catalog

1. Deleting a Personal e-Catalog and its Contents

To delete a Personal e-Catalog and its contents, find the e-Catalog as described in 
paragraph 3.1. Then click on "Delete catalog including contents".

Click on "YES" to delete the catalog or on "NO" to cancel. The screen is redisplayed with 
the appropriate confirmation message.

To view a My e-Catalog, follow these steps:

1. Click on "e-Catalogs" in the Main Menu.
2. Click on "View My e-Catalogs" in the subsequent menu. This option is available only if 
   you have created at least one e-Catalog within the Affiliate PubEasy system.

To view the contents of a catalog select the catalog from the "Select a Personal Catalog" 
list and click on the "Submit" button. To view multiple catalogs, hold down the "Ctrl" key 
on your keyboard while selecting additional catalogs with your mouse. A display sequence 
may be selected from the "Display Sequence" drop down list. This will order the products 
within each catalog by the selected display sequence. It will not affect the order in which 
the catalogs are displayed as these will always be displayed in alphabetical order. PubEasy 
does not merge products from multiple catalogs to create one.

The screen is similar to the results of a "Search & Check Availability" and allows you to 
add products to your shopping cart.

 

Viewing a Publisher e-Catalog

To view a publisher e-Catalog, follow these steps:

1. Click on "e-Catalogs" in the Main Menu.
2. Click on "View Publisher e-Catalogs" in the subsequent menu. This option is only available if 
   at least one publisher or mixed publisher catalog has been created within the Affiliate’s 
   PubEasy system.

The resulting screen allows you to select the catalogs you wish to view. When the page is 
loaded all publisher and mixed publisher catalogs are displayed in the "Select e-Catalog" 
box. To view a list of the catalogs for a particular publisher/imprint, select the required publisher/imprint from the "Catalog Type" drop down list. Publishers/imprints are listed in 
the "Catalog Type" drop down list only if they have created at least one catalog in the 
Affiliate’s PubEasy system.

To view the contents of a catalog, select the catalog from the "Select e-Catalogs" list and 
click on the "Submit" button. You may select multiple catalogs by holding down the "Ctrl" 
key on your keyboard while selecting each catalog with your mouse. A display sequence 
may be selected from the "Display Sequence" drop down list. This will order the products 
within each catalog by the selected display sequence. It does not affect the actual catalog 
display order since these are always displayed in alphabetical order. PubEasy does not 
merge products from separate catalogs into one "umbrella" catalog.

The resulting screen is similar to the results of a "Search & Check Availability" and you 
can add products to your shopping cart.