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Help Page for Lists

• List Page Overview
  • List Summary
  • Title Results
  • List Function Interface
  • List Selectors
  • Sorting Options
  • Title Detail Page
• Advanced List Management
  • Organizing Principles
  • Merging Lists
  • Splitting Lists
• FAQS - List

How to Create a New List

Basic Function Overview

You can select any of the following functions by clicking on their respective buttons in the Lists, Orders, Quotes area of the “My Account” page.

New List

1. Click on “New List”. A red-outlined box, “New List Name”, will appear above the “Lists, Orders, Quotes” area.
2. Type a brief name for your list within the box and click on “Submit”.
3. Your new list will appear within the “Lists, Orders, Quotes” area, and already be selected. Now you can begin searching for titles to add to your list (for more information on conducting searches click here).

Open

1. Click on the list name.
2. You will be taken to your list page.

1. Select the radio button next to a list.
2. Click on “Open”. You will be taken to your list page.

Print

1. Select the radio button next to a list.
2. Click on “Print”. You will be taken to the “Print Options” page. For detailed information, go to the Printing section of the Help Center.

Submit as Quote

1. Select the radio button next to a list.
2. Click on “Submit as Quote”. You will be taken to the Quote Information page. For detailed information, go to the Orders and Quotes section of the Help Center.

Order Online

1. Select the radio button next to a list.
2. Click on “Order”. You will be taken to the “Order Information / Checkout” page. For detailed information, go to the Orders and Quotes section of the Help Center.

Copy

1. Select the radio button next to a list.
2. Click on “Copy.” A red-outlined box naming your selected list will appear above the “Lists, Orders, Quotes” area.
3. Type a brief description within “New List Name” and click on “Submit”. Your newly copied list will appear within “Lists, Orders, Quotes”, already selected. This list will be an exact copy of the original. You may now alter each list independently.

Email a PDF of a List, Quote, or Order

You can send a PDF formatted copy of any list, quote, or order to any email address you specify. This is especially useful to schools who are trying to reduce paper usage.

1. Select any list, quote, or order, and click the Email button.
2. Select any address(es) from your list of email contacts. To select more than one contact, hold down the CTRL key as you single click on each address.
   1. To add a contact, enter an email address into the box provided and click the Add Contact button.
   2. To remove a contact from your list of contacts, click once on the address you want to remove and click the Remove Contact button.
3. Once you have selected your formatting options (below the Remove Contacts button) click on the Email button at the bottom of your screen.
4. Once you click the Email button, your email will be sent.
5. When the email has been sent, you will be automatically returned to your “My Account” page and a message in red will display stating that your email has been sent successfully.
6. Please note, step 5 may take several moments to complete. This depends on the size of your list.
7. Check your email. You, and/or any other addresses you specified, will receive a copy of the list in PDF format. It may take several minutes for the e-mail to be delivered to you.

To delete a list:

1. Select the radio button next to the list you wish to delete.
2. Click on “Delete”. A pop-up box confirming your delete-request will appear.
3. To proceed, click on “OK” within the box. If you change your mind, click on “Cancel”.

Rename

1. Select the radio button next to a list.
2. Click on “Rename”. A red-outlined box naming your selected list will appear at the top of the page.
3. Type a new description for your list in the “New List Name” box and click on “Submit”. Your list will be renamed within Lists, Orders, Quotes and automatically selected.

Export List

1. Select the radio button next to a list.
2. Click on “Export List”. A box will appear asking if you want to open or save your list (as a Comma Separated Values file).
3. Either open the list-file with a CSV-friendly program (such as Microsoft Excel) or save the file to your hard drive for later use.

NOTE: Export List is not a standard user option. If you would like access to this option, please contact your Perma-Bound representative and ask them to request it for you.

View Invoices

1. Select the radio button next to a list.
2. Click on “View Invoices”. You will be taken to the “View Invoices” page.

Find

1. Entering the starting characters of a list name will auto-complete the name.
2. Click on Find to open that list.

More Options

From the More Options area, you can delete multiple lists, make quantity and priority changes to your list, send lists to other accounts, open your list and merge multiple lists.

To sort the columns:

1. Click on a blue column heading to sort the lists in that order.

Merge

1. Click in the check box of each list you want to merge together.
2. Click on “Merge”. A red-outlined box with options for naming the new list and merging existing lists will appear above the “List Manager” window.
3. Type a description within “New List Name”.
4. Click on “Submit”. Your newly merged list will appear within “Lists, Orders, Quotes”. You can either delete the original lists (see “Delete”, above) or leave them there.

NOTE: The Merge function will not detect duplicate titles, meaning that if you merge two lists with a quantity of one for the same title, the merged list will contain a quantity of two for that title. As with any other list, a merged list can then be edited for quantities within the List-page.

To delete lists:

1. Select the box next to the list(s) you wish to delete (a check-mark will appear in each box you check).
2. Click on “Delete”. A red-outlined box confirming your delete-request will appear.
3. To proceed, click on “Delete” within the box. If you change your mind, click on “Cancel”.

To change the quantity of every title in a list:

1. Select the box next to the list.
2. Click on “Change Quantity”.
3. Enter the quantity in the box provided. (Note: This will change the quantity of every title in your list to the number you specify.
4. Click “Change”. If you change your mind, click on “Cancel”.

To change the priority of every title in a list:

1. Select the box next to the list.
2. Click on “Change Priority”.
3. Enter the priority in the box provided. (Note: This will change the priority of every title in your list.
4. Click “Change”. If you change your mind, click on “Cancel”.

Send to User

1. Select the box next to a list (a check-mark will appear).
2. Click on “Send to User”. A red-outlined box with your selected list and other options will appear at the top of the page.
3. Select another Perma-Bound.com user (or users) with whom to share your list. Your options:
   • Type a person’s username (example, jdoe1) in the “Username” box.
   • Click on a person’s username from the “Select a Contact” drop-down box, if you have added contacts to your User Profile (for detailed information, go to the User Profile, Contacts section of the Help Center).
   • Click on a group name from the “Select a Group” drop-down box, if you have added groups to your User Profile (for detailed information, go to the User Profile, Contacts section of the Help Center).
4. Enter a short message about your list (optional, 150 character limit).
5. Click on “Submit” to send the list to the selected user (or users).

To add a user label:

1. Select the box next to the list.
2. Click on “Add User Label”. A red-outlined box with your a space for you to enter a label and change the label color will appear at the top of the page.
3. Click “OK”. If you change your mind, click on “Cancel”.
4. You will now be able to sort your lists based on the labels and colors you have entered.

List Page Overview

The List and Search Results pages form the foundation of Perma-Bound.com’s product selection process and are very similar in nature. From these pages you can manage the content of an individual list, as well as conduct research on specific titles.

List Summary

This information appears between the two blue navigation/tool bars and above the “Title Results” area. The information provides a basic summary of the list contents.

• Qty - the total quantity on non-quiz items, including sets and multiples.
• Quizzes - the number of selected Accelerated Reader Quizzes.
• Price - This price includes the total for all items on the list, excluding substitute items. Price does not include sales tax or processing charges; to get a wholly accurate price for a list, you will need to submit as an order or quote (for detailed information, see Orders and Quotes).
• Subs - This price shows the total for all substitute items on the list.

Title Results

The Title Results area displays the product title and additional information, row by row, for the contents of your list.

• Add. On a list page, the Add column will automatically contain a check-mark for all titles to indicate selection.

  To add or remove a product:

  1. Click on the box so the check-mark appears or disappears. Check-mark indicates selection.
  2. When you are finished with your selections, click on the blue “Update” button above.

  NOTE: “N/A” in the Add column indicates that though an AR Quiz is available, Perma-Bound does not carry that particular book title.

  NOTE: Adding or removing a selected title does not automatically add or remove its associated AR Quiz (if applicable). You must also click on the check-mark within the “AR Quiz” column if you want to select or deselect it.

For more information about the Title Results, click here.

List Function Interface

The blue row, located above the Title Results area, provide a series of quick commands for managing your list. Some of the commands mirror functions from the Perma-Bound.com homepage, while others are unique to the List page.

• Print List. This button will take you to the Print Options page. For detailed information, go to the Printing section of the Help Center.
• Submit as Quote. This button will take you to the Quote Information page. For detailed information, go to the Orders and Quotes section of the Help Center.
• Order Online. This button will take you to the Order Information / Checkout page. For detailed information, go to the Orders and Quotes section of the Help Center.
• Page Listing. Indicates the number of pages comprised by your list. You can navigate between pages by clicking on the arrows (◄ and ►). (Ex: 1 of 5 ►)
• Go to Page. This drop-down box allows the user to select a specific page number to go straight to.
• Jump in Sort. You can go straight to certain titles in your list, depending on how you have your list sorted. (Ex: If the list remains sorted alphabetically, enter in a specific letter to jump to the page where the titles starting with that letter are listed.)

List Selectors

The two drop-down menus directly beneath the blue buttons allow you to rapidly select or deselect multiple products in your list.

• Remove Items: This drop-down affects the Add boxes:
  • Remove all items on this list
  • Remove all items on this page
  • Remove all exact matches*
  • Remove all exact matches on this page*
  • Remove all partial matches*
  • Remove all partial matches on this page*

* Only if you are utilizing Manage My Collection. For more information, go to the Manage My Collection area of the Help Center.

• Remove Quizzes: This drop-down affects the AR Quiz boxes.
  • remove all quizzes in this list
  • Remove all quizzes on this page

Update All Changes on this Page. Update any quantities and priorities, then click here.

Sorting Options

The “Sort By” drop-down box to the right of the List Selectors provides several options for sorting a list. Choose to sort lists by ascending or descending numerical or alphabetical value using the “Sort Order” drop-down box.

• As Keyed - in order of items added (from first to last)
• Author - alphabetical by author
• Binding- Perma-Bound binding vs. other binding types
• Catalog Number
• Copyright Date - from oldest to newest
• Dewey / Author - according to the Dewey Decimal System, then sorted within a dewey by author
• Dewey / Title - according to the Dewey Decimal System, then sorted within a dewey by title
• Interest Level
• Language
• Lexile - by Lexile number
• Matches - Exact, Partial, and No Match titles (if utilizing Manage My Collection)
• Out of Stock / Print
• Price
• Priority - from high to normal to sub
• Publisher - alphabetical by publisher
• Quantity
• Reading Counts! - by Reading Counts! reading level
• Reading Level
• Title - alphabetical by title

NOTE: The default sort setting for all lists is alphabetical by title, which is how a list will be displayed every time you open it (no matter what sorting options you selected previously).

Title Detail Page

This page provides additional information on an individual title, from page count and Dewey code to series. You can reach the title detail page by clicking on the book/set title in any list or search results page. Click here for information.

Advanced List Management

Organizing Principles

Following a few common practices can help alleviate potential headaches and make using Perma-Bound.com more efficient and agreeable.

• Use obvious names for your lists. If you have been away from our website for awhile, this reduces confusion and allows you to pick up where you left off. It is also helpful when sharing lists with colleagues.
• Always make a copy of a list before making major alterations. If you will be adding or deleting numerous titles from your list, having a copy to refer back to can be very helpful in most cases.
• Small lists are often easier to manage. Although large lists are sometimes unavoidable, maintaining a group of smaller lists organized by subject, theme, grade level, media type, etc., can often prove beneficial. It is usually simpler to alter, print, and share such lists with colleagues. Two related points to remember:
  1. A list is not necessarily an order. You can use your lists as topics of discussion or research tools for curriculum and collection development.
  2. It is easier to merge lists than to split them. When the time comes to place an order, you can combine separate lists with a few button clicks.

Merging Lists

Using the “Merge” button to combine multiple lists is relatively easy (see “Merge”). Remember, however, that the merge function will not eliminate duplicate titles, and duplicates from multiple lists will be added together in the quantity column.

An efficient means of eliminating duplicates from merged lists:

1. Open your newly merged list.
2. Click on the “Qty” sorting option in the top row of the Title Results area (just above the first title listed). Your list will refresh to display products by ascending quantity.
3. Use the “Jump to Page” button to navigate to the last page of your list. You will see your multiple-quantity items.
4. Edit within the “Qty” column as needed by entering your new quantity number.
5. Click on the “Update” button. For large lists, use the arrow (◄) to navigate to preceding list pages and repeat steps 4 and 5.

Splitting Lists

You may sometimes find it necessary to split a large list into smaller lists. Here are some suggestions:

• Create a copy of your source-list before proceeding.
• Make effective use of Sorting Options.   Sort by reading level or interest level to split by school grade, by Dewey system for subject matter, or by price, quantity, priority, publisher, or author as needed. Once sorted, you will find it easier to purge your original list.
• Use the “All Items?” selector menu. Choose “Remove all items on this page” to remove products from an entire page quickly and proceed through your list as needed. Be sure to write down the final title removed if you plan to use this method to create a reciprocal list. Alternatively, choose “Deselect all items” and then go through your list adding back the titles you wish to retain.
• Create reciprocal split lists. After creating one split list from the original list, use the same sorting method and proceed in reverse to create another separate split list.
• Use obvious names for your split lists.

EXAMPLE: You have a large list of science and history titles named “SOURCE” that you wish to split by subject matter before placing an order.

1. Create a copy of “SOURCE” named “HISTORY” and open it.
2. Sort by Dewey. Science titles will now be listed first.
3. Use “Remove all items on this page” and proceed through your list until you reach the first history title, which will remain selected. Write down that title and click on the “Update” button.
4. Create another copy of “SOURCE” named “SCIENCE”, open it, and sort by Dewey once again.
5. This time use “Go to Page” to go to the list’s final page, then use “Remove all items on this page” and proceed until you reach that first history title you wrote down earlier. You are now left with only science titles.
6. Your list “SOURCE” will remain in Lists, Orders, Quotes along with two newly split lists: “HISTORY” and “SCIENCE”

FAQS - Lists

How do I create a list?

From the My Account page.

From a search results page or the title detail page:

1. Click on the “Create New List” link in the left-hand menu - a “New List Name” box will appear.
2. Enter your list name and press “Submit”. You can now begin searching and adding items to your newly created list.

How do I add products to my list?

You must first conduct a search (see the Searches). Once you are at a search results page:

1. Click on the “Add” box or “AR Quiz” box.
2. This can also be done from any Title Detail Page if you are working with an opened list.

How do I delete products from my list?

1. Click on the box in the “Add” or “AR Quiz” columns so the check-mark disappears.
2. Click on the blue “Update” button.

Why is my list empty?

You need to conduct a search and select some titles to add them to your list.

I added some items to my list but now I don’t see them - why?

If your list is large and contains many items, it will take up several pages. Once items are added to a list they are sorted alphabetically by title (the default setting every time you reopen a list). You can either navigate through the pages using the arrows (◄ and ►) or “Jump to page” button, or sort the list by “As Keyed” (in the very top row above your first displayed title) to view in terms of order added.

What is the difference in priorities - high, normal, and sub?

• High - these items will be the first ones added to your order when it is processed at Perma-Bound. This is important when using the “Do Not Exceed” dollar amount option during check out (see Orders and Quotes).
• Normal - the default setting.
• Sub - these items will be added if the rest of your order has been filled but did not meet your “Do Not Exceed” dollar amount, or they will be substituted for out of stock or discontinued items.

I have added many different items to my list over a period of time - how do I view my list in terms of the order in which these items were added?

Sort your list by “As Keyed” (in the very top row above your first displayed title) and it will show the results in terms of the order added.

I deleted some titles from my list but I still see them there - why?

You may have deleted the titles from the “Add” column but forgot to delete them from the “AR Quiz” column. A list will continue to display a title if either of these two columns contains a check-mark.

How do I combine separate lists together?

Use the “Merge” function

How do I split a list into to separate smaller lists?

Although you cannot automatically split a list at present, we do provide suggestions and a step-by-step example of how to manually perform the process here.