This page explains how to:

1. Choose your products
2. Create a PDF catalogue
3. Add to a new or existing batch
4. Run custom reports
5. Create single-product PDFs (AIs, press releases)
6. Create multi-page PDFs (flyers etc)
7. Manually add to a new or existing ONIX file batch
8. Include in a website feed
9. Delete from a batch

1. Choose your products

• Go to Bibliographic > Products ⤴
• If necessary, search to narrow down your selection (e.g. within a range of publication dates): click the Advanced search button or use the Product search
• Tick the checkbox at the top to choose all your search results. Alternatively, tick or un-tick individual products
• Click Perform batch action and choose from the options that appear.

2. Create a PDF catalogue

• Choose Create PDF catalogue
• Choose the Catalogue template
• Click Run.
• Go to Notifications ⤴
• Refresh the page until a message appears saying the catalogue has been created
• Click on Result to download it to your desktop.

3. Add products to a batch

• Choose Add to a batch
• If you want to add to an existing batch, choose the batch from the dropdown
• If you want to create a new batch, type the name under Or add to a new batch
• Click Run
• Go to Bibliographic > Batches ⤴ to review the batch.

4. Run a custom report

• Choose Run custom report and choose the custom report name
• Go to Notifications ⤴
• Refresh the page until a message appears saying the report has run
• Click on Result to download it to your desktop.

5. Create a batch of AIs

• Choose Create PDF AIs, and select the template you want. Click Run.

Don’t see a suitable template? Add AI templates in Settings > Configuration ⤴.

• Go to Notifications ⤴
• Refresh the page until a message appears saying the AIs have been created
• Click on Result to download your AIs in a zip file.
• Unzip the file on your desktop to review your AIs.

6. Create a multi-product PDF

• Choose Create PDF catalogue, and select the template you want. Click Run.

Don’t see a suitable template? Add marketing material templates in Settings > Configuration ⤴.

• Go to Notifications ⤴
• Refresh the page until a message appears saying the catalogue has been created
• Click on Result to download your PDF.

7. Create or add to an ONIX file batch

ONIX file batches gather together all the information required to send ONIX to recipients. This includes who is going to receive the ONIX file, what version of ONIX they want, how the file should be sent e.g. by SFTP, and which product records are to be sent. Most clients send us a support ticket to automate this process. Read on if you want to manually generate an ONIX file batch, but bear in mind we are here to help you avoid disaster before you send the wrong data to the wrong recipient in the wrong format. Email support@consonance.app

To create a new ONIX file, manually:

• Choose Create a new ONIX file batch
• Type in whatever name you would like to give the batch that you and your colleagues will be able to recognise in future.
• Choose the relevant transfer template. Is the dropdown empty, or missing the recipient you require? Please email support@consonance.app and we will set it up for you.
• Click on the Export batch link in the green notification bar that appears.
• Click Gather Export data then wait until the Notifications count goes up by one.
• Refresh the page, and click Create file. If there is no Create file link, and you have Incremental selected, then there are no changes on these products since the last time you sent data to this recipient. Unselect the Incremental checkbox, save the page and the Create file link appears. Your file will include data the recipient has already received.
• After maybe a minute, depending on how many products you’ve selected, the Notifications counter will go up one, saying ONIX file built successfully.
• To view (not download) the ONIX, click on Notifications > ONIX file built successfully > click to expand the row > File: Click here to open. That will open your ONIX XML file in your browser. Don’t try to save the file from here as your browser will probably try to save the HTML webpage rather than the XML data
• To download (not view) the ONIX, click on Notifications > ONIX file built successfully > click to expand the row > then right mouse and Save File on File: Click here to open. That will save your ONIX XML file to your computer. Attach that .xml file, as you would an Excel spreadsheet or a .jpg file, to an email, Slack message or whatever destination you have in mind.
• To transmit the file via FTP, click on Notifications > ONIX file built successfully > click to expand the row > then Transmit file. This option will only exist if your template includes FTP details.

Create an ONIX file manually [video] Transmit an ONIX file manually [video]

8. Include in your website

Only follow these instructions if you have worked with us to set up a Shopify or other ecommerce site for your company fed from Consonance.

• Choose Include in your website
• Choose your website name
• Click Run
• Review the selection of products due to be pushed to your website at Data exchange > Websites ⤴.

9. Delete from a batch

• Go to Bibliographic > Batches ⤴.
• Scroll over to the last column and click Remove.