Catalog Admins – Managing Catalog Folders

As a Catalog Administrator, you can easily create new catalog folders, move catalogs into multiple folders, and even re-sequence the catalogs within those folders. To begin your catalog folder management experience, click into your Administrative View within your Publisher’s catalogs page.

Again, you can access your Publisher’s home page from your dashboard by clicking on your Publisher name under My Publisher:

 

From there, select the Administrative View in the upper right.  You will find all of your company’s existing catalog folders on that page, too:

 

Click on the +Add here to Create a new Folder:

Provide a Folder Name, e.g. Backlist, Previous Seasons, Specialty Catalogs, For Librarians, For Booksellers, For Educators, Promotional Catalogs, etc. Then, identify the primary audience for the catalogs that will reside in that folder. If you post catalogs in multiple markets, choose Common here! Lastly, click the Save icon in the lower right.

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To edit that folder’s name or settings or manage the catalogs within it, click on the Edit / pencil icon that appears to the left of that folder’s name in the folder list at the top of your Publisher page.

To rename the folder, simply edit its Folder Name and click the Save icon:

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To add catalogs to that folder, Click on the Add Catalog to Folder option at the bottom of the Edit window. Locate and select your catalog to add.

Alternatively, open that catalog’s edit screen via its “tools” / edit icon and click on the Folder(s) “tools” / edit icon:

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Select the folders you’d like that catalog to appear in by clicking its + symbol:

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To remove a catalog from a folder, click the symbol on the right to remove it from the Folder(s).

To place the catalog into a sub-folder, drill down into the available sub-folder(s) using the down arrow to the right of the “upper-level” folder:

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And then click the + (add) symbol next to the sub-folder you want to add the catalog to.

To add a sub-folder to an existing folder, click on the + Add Sub-Folder option at the bottom of the Edit Folder window and create/save a new folder within it. It will then appear here:

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To access that sub-folder to add catalogs to it, first open its parent folder by clicking on its name, and then click on the sub-folder’s Edit icon:

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This will bring up the Edit Folder screen where you can search for and add any of your publisher’s active catalogs.

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Please note that a folder will only be visible to Edelweiss users outside of your organization if at least one catalog within the folder has its Status set to Active and its Visibility set to All Readers. If a folder only contains catalogs with Internal Visibility, the folder will not be visible to Edelweiss users on your Publisher page.

To view all of the catalogs that appear in a given folder, as an Edelweiss reader would see them, click on the name of the folder. The Folder name will become bold, and all of the catalogs in it will be shown below.

Transitioning from Legacy Edelweiss to Edelweiss+, note that all catalogs that appear in your main / root folder in Legacy Edelweiss will automatically appear in the default Featured Catalogs folder, or whichever is the very first folder, within Edelweiss+.

The default sequence for all of the catalogs in any given folder is…

#1 Your Defined Sequence, #2 Date Posted, #3 Date Created, and lastly, #4 Name.

That said, whenever you create a brand new catalog within a folder, it should appear as the first catalog in that folder for easy access. Then, you can re-sequence it using the following steps if you’d like to change the default sequence.

To re-sequence catalogs in a folder, click on the Edit icon to the left of the folder name. ‘Grab’ the catalog you want to move by clicking on the up/down arrow to the left of its name and drag/drop it to where you’d like it to appear in that list of catalogs. To remove a catalog from that folder, click on the trash can icon to the right of its name.

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Don’t be confused by this Standard View: Sort option! It only impacts the order of the catalogs in a folder in your personal account, and will not change your company’s default catalog sequence:

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To delete a folder, click on its Edit icon, then the trash icon to delete it.  You will receive a quick confirmation to do so; click OK.

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Catalog Feeds

If your company posts Catalog and Catalog Item feeds, per our Content Planning Guide’s ancillary feed specs, all newly created catalogs will default to being posted inside your first, or Featured Catalogs, folder, which will serve as the default folder for your publisher’s account.