Permission required: Smart List
Smart Lists automatically build carts for your review based on criteria you specify, including price, on-sale date, most desired genres and subjects, popular authors and series, press attention, languages, and more. Smart Lists can also be set up to manage repurchasing Metered Access content, so in-demand titles never expire from your collection. You can create as many Smart Lists as you like.
We encourage you to contact your Account Manager for personal assistance in setting up Smart Lists.
How to create a Smart List
- Click Automate Carts from the Shop drop-down menu.
- Click Smart Lists.
- Click Add Smart List.
- Fill out the required questions to create a Smart List (see the "Smart List tips" section below for recommendations and to preview the questions). When you're ready, select Save to save your Smart List.
- You'll be taken to a confirmation page where you can review the terms of your Smart List. If these are all correct, select Save this plan.
How to run a Smart List
When you create a Smart List, you'll specify how often you want it to run. Your Smart List will build carts automatically based on this schedule. Each time the Smart List runs, you'll be notified by email.
Once a cart is built from a Smart List, you can review its contents and remove titles as needed before purchasing. Unlike Holds Manager and RTL Manager, Smart Lists will never automatically place an order on your behalf.
At any time, you can also select a Smart List you've created from the Smart Lists home page and click Run now to have that list create a cart for you to review within five minutes.
Smart List tips
You'll be asked the following questions when creating your Smart List. In the sections below, you'll also find tips and recommendations to help you create the best Smart List for your collection.
Do you want to limit the number of titles to include on this Smart List?
We recommend setting a limit on the number of titles included in each Smart List based on how many titles you feel comfortable reviewing at a time.
Do you want to limit how much you spend per cart?
We recommend selecting No limit since you will have the chance to review each Smart List cart before ordering and remove titles as needed.
How many copies of each title should be added?
Do you want to limit the total number of copies of a given title in your collection?
Do you want to exclude titles based on price?
This Smart List could create a large cart. How would you like the titles sorted?
You can have your Smart List display titles sorted by popularity, current demand, price, street date, and more. This is especially helpful for longer Smart Lists.
METERED ACCESS MANAGEMENT
Do you want to include Metered Access titles?
If you choose Yes, you'll be asked the following question.
Do you want to only include Metered Access titles?
This option allows you to set up a Smart List just to manage your Metered Access repurchasing. You can specify which kinds of Metered Access lending models you want to include and under which conditions (like how close the last copy of the title is to expiring from your collection).
Do you want to include all formats?
Do you want to include titles based on their on sale date?
Do you want to include preorder titles?
To apply advanced filters to your Smart List, pick your desired criteria from the "Include all" windows on the left, then click the right arrow to move those criteria to the "Include only" windows on the right.
Your Smart List will only include titles that meet all of the criteria in all of the "Include only" windows.
When selecting advanced filters, be careful not to choose conflicting filters, or you may end up with an empty Smart List. For example, do not select both "0 copies available & 0 holds" and "On hold," because no titles will meet both of those criteria.
You can mark a Smart List as "Inactive" if you'd like to stop running it for now, but would still like to save it for later.
Name this Smart List.
This is how the Smart List will be listed on your Smart Lists home page.
On what date do you want this Smart List to run for the first time?
The earliest date you can schedule your Smart List to begin running is the following day; however, if you would like to run your Smart List immediately, finish creating it and then select Run now from the Smart Lists home page.
After this Smart List runs for the first time, how often do you want it to run going forward?
We recommend running your Smart Lists at least weekly.
Name the cart that will be created by this Smart List.
This is an optional field where you can enter a separate name for the carts that will be generated by this Smart List.
If desired, enter an internal purchase order ID.
This is an optional field where you can enter an ID that will print on any invoices for carts that you order that were created by your Smart List. This is for your records only.
Need more help?
If you have any questions about Smart Lists, please contact your Account Manager (whose contact information is listed under the Marketplace Support tab).