Stison holds regular Training Sessions to offer guidance to users on the system.
This page details what sessions we offer and when they will next be running.
If you would like to request a new training session, or an additional session for an existing session, please fill out this form, and we will be in touch shortly!
We also offer private training sessions, should you and your team want them. For more information, see here.
Managing and Uploading Sales Files
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This practical training session is designed to guide you through the complete process of uploading sales data into Stison.
Accurate sales data is essential for generating comprehensive sales reports and processing royalties efficiently. Whether you're preparing to upload sales data for the first time or looking for a refresher on best practices, this course will take you through each step of the process, from data preparation to successful upload.
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During this session, you'll explore the essential steps for managing and uploading sales files, including:
What Data You Need – Understand the required data fields and information necessary for successful uploads
How to Format Your Data – Learn the correct file formats, structures, and formatting requirements to ensure smooth processing
How to Upload the File – Master the step-by-step process for importing sales data into Stison
Troubleshooting Upload Issues – Gain strategies for identifying and resolving common problems that may arise during the upload process
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This session is designed for anyone looking to upload sales data into Stison. Uploading your sales data into Stison allows you to generate Sales Reports, and process your Royalties.
If you are yet to upload any sales data, or you are looking for a refresher on how to do so, this session will take you through the process from start to finish.
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18th February 2026 : 3pm UTC
Running your Royalties
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This practical training session is designed to guide you through the day-to-day operations of Stison's Royalties Module.
Once you've configured your royalty rules and imported historic data, this course will equip you with the skills and knowledge needed to confidently run royalty periods and manage the complete royalty cycle from statement generation to payment processing.
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During this session, you'll explore the operational aspects of the Royalties Module, including:
Generating Statements – Learn the step-by-step process for creating accurate royalty statements
Checking Values and Balances – Understand how to verify calculations and review balances before finalising statements
Emailing Statements – Master the tools for distributing statements
Making Adjustments – Discover how to handle corrections and modifications to royalty calculations
Recording Payments and Clearing Balances – Learn best practices for processing payments and managing outstanding balances
Troubleshooting Common Issues – Gain strategies for identifying and resolving frequently encountered problems
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This session is intended to help those users looking to start running their royalty periods, after having inputted their royalty rules and historic data. It will also be useful for those who want to better understand how to use the functions within the module.
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25th March 2026 : 3pm UTC
Getting Starting With Royalties
Royalties Training Sessions
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This comprehensive training session is designed to help you maximize the potential of Stison's Royalties Module.
Whether you're a new user taking your first steps or an experienced user looking to deepen your knowledge, this course will guide you through the essential features and best practices for effective royalty management in Stison.
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During this session, you'll explore the key components of the Royalties Module, including:
Maximising the Royalties Module – Discover tips and techniques to leverage the module's full capabilities
Configuration Essentials – Learn how to set up and customise the module
Royalty Periods – Understand how to define and manage royalty calculation periods
Sales Types – Master the configuration of different sales categories and their impact on royalties
Bespoke Statement Features – Learn how to customize royalty statements to meet your specific requirements
Royalty Schedules – Explore how to create and manage payment schedules effectively
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This session will benefit users looking to get started with the Royalties Module, as well as users who are currently using the module and wish to improve their understanding of its functions.
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1st April 2026: 3pm UTC
Sending Metadata from Stison
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This comprehensive training session is designed to help you effectively distribute metadata from Stison to your trading partners and platforms.
Whether you're setting up data feeds for the first time or looking to optimise your existing processes, this course will guide you through the tools and best practices for ensuring high-quality metadata distribution.
You'll learn how to leverage Stison's built-in data integrity checks and customisation options to deliver accurate, tailored feeds that meet industry standards.
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During this session, you'll explore the key aspects of metadata distribution, including:
The Onix Pre-flight Tool – Discover how to use Stison's data integrity checks to ensure your metadata meets quality standards before distribution
Establishing Data Feeds – Learn the step-by-step process for setting up automated feeds to your customers and partners
Filtering the Titles Included in Your Feed – Master techniques for selecting and managing which titles are distributed through each feed
The Options Tab – Explore the full range of customisation options available for tailoring your feeds to specific requirements
Troubleshooting Common Onix Issues – Gain strategies for identifying and resolving frequently encountered problems in metadata feeds
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This session will benefit anyone who is looking to send data out of Stison. It will help those looking to set up data feeds for the first time, as well as those looking to improve their understanding of the the options available within Stison for customising feeds.
It will also be an opportunity to learn about the data integrity checks in place in Stison, and how to make the most out of them to ensure high quality metadata.
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best practice for metadata management in stison
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This focused training session is designed to help you leverage Stison's powerful built-in tools to maintain and enhance the quality of your metadata.
Rich, accurate metadata is essential for discoverability, sales, and effective distribution across the supply chain. Whether you're looking to establish robust metadata practices or improve your existing processes, this course will guide you through the mechanisms available within Stison to identify gaps, maintain data integrity, and ensure your titles are represented with comprehensive, high-quality information.
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During this session, you'll explore the key tools and strategies for metadata excellence, including:
Maintaining Rich Metadata – Understand how Stison supports you in creating and sustaining comprehensive title information
The Onix Pre-flight Tool – Discover how this powerful tool can be used not just for feed preparation, but as an ongoing metadata maintenance resource
Understanding Pre-flight Criteria – Gain detailed knowledge of the quality checks and standards assessed by the tool
Available Reports – Learn which reports can help you identify missing or incomplete information across your catalogue
Addressing Metadata Gaps – Master practical methods for filling gaps and improving the completeness of your title data
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This session will benefit those looking to use Stison's in-built mechanisms to improve their metadata.
It will detail how to find out what your data might be lacking, and how to then address these issues.
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4th March 2026: 3pm UTC
Title Manager Training Sessions
Uploading Bibliographic data
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This practical training session is designed to guide you through the process of uploading and updating bibliographic data in Stison's Title Management system.
Whether you're migrating your catalogue to Stison for the first time or need to make bulk updates to existing title information, understanding how to efficiently upload data via spreadsheet is essential for maintaining accurate, up-to-date records.
This course will take you through each step of the process, from data preparation to successful upload, ensuring you can manage your bibliographic information with confidence.
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During this session, you'll explore the essential steps for uploading bibliographic data, including:
What Data You Can Upload – Understand which bibliographic fields and information can be imported to Title Management via spreadsheet upload
Updating Existing Bibliographic Data – Learn how to modify and refresh your current title records through bulk upload processes
How to Format Your Data – Master the correct file formats, structures, and formatting requirements to ensure smooth processing
How to Upload a File – Follow the step-by-step process for importing your bibliographic data into Stison
Troubleshooting Issues with Data Uploads – Gain strategies for identifying and resolving common problems that may arise during the upload process
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This course is ideal for:
Users preparing to upload their bibliographic data to Stison for the first time
Those looking to make bulk updates to existing title information
Anyone responsible for maintaining accurate bibliographic records in the system
Users seeking to improve their efficiency in managing large-scale data imports
All experience levels are welcome! There will be dedicated time for questions and discussion, allowing you to address specific challenges and explore topics relevant to your needs.
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15th April 2026: 3pm UTC
Editorial Manager Training Sessions
Getting Started with Editorial
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This comprehensive training session is designed to help you maximize the potential of Stison's Editorial Module.
Whether you're a new user taking your first steps or an experienced user looking to deepen your knowledge, this course will guide you through the essential features of and best practices for using the Editorial module.
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During this session, you'll explore the key components of the Editorial Module, including:
Maximizing the Editorial Module – Discover tips and techniques to leverage the module's full capabilities
Configuration Essentials – Learn how to set up and customize the module to suit your workflow
Schedules – Master the tools for planning and managing editorial timelines
Tasks – Understand how to create, assign, and track tasks efficiently
Workflows – Build and optimize workflows to streamline your editorial processes
Meetings – Learn how to organize and manage editorial meetings within the platform
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This session will benefit users looking to get started with the Editorial Module, as well as users who are currently using the module and wish to improve their understanding of its functions.
All levels of experience with Stison are welcome, and there will be time in the session to ask questions relating to this topic.
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22nd April 2026: 3pm UTC
managing editorial and production workflows in stison
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This comprehensive training session is designed to help you leverage Stison's workflow management capabilities to streamline your publishing processes.
Understanding how to effectively manage editorial and production workflows is essential for maintaining efficiency, meeting deadlines, and ensuring seamless collaboration across your team.
Whether you're exploring Stison's workflow features for the first time or looking to optimise your current processes, this course will provide you with the knowledge and practical insights to transform how you manage your publishing operations.
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During this session, you'll explore how Stison supports your publishing workflows, including:
Editorial and Production Workflow Support – Discover how Stison can help you manage each stage of your editorial and production workflow, from manuscript to finished product
Scheduling Functions – Learn what scheduling tools are available within Stison and how to use them effectively to plan, track, and manage timelines
Workflow Reporting – Understand what reports you can access to monitor progress, identify bottlenecks, and ensure projects stay on track
Module Integration – Gain an overview of how the Editorial and Production modules work together and integrate with other areas of the system
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This course is ideal for:
Users looking to better understand how Stison can help manage publishing workflows
Those responsible for coordinating editorial and production processes
Anyone seeking to improve efficiency and visibility across their publishing operations
Users wanting to explore the connections between different modules within Stison
All experience levels are welcome! There will be dedicated time for questions and discussion, allowing you to address specific challenges and explore topics relevant to your needs.
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3rd June 2026: 3pm UTC
production manager training sessions
getting started with production
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This comprehensive training session is designed to help you maximise the potential of Stison's Production Module.
Whether you're a new user taking your first steps or an experienced user looking to deepen your knowledge, this course will guide you through the essential features and best practices for effective production management in Stison.
You'll learn how to configure the module to suit your workflows and leverage its capabilities to track and manage your production processes efficiently.
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During this session, you'll explore the key components of the Production Module, including:
Maximizing the Production Module – Discover tips and techniques to leverage the module's full capabilities
Configuration Essentials – Learn how to set up and customize the module to suit your workflow: Schedule Templates – Master the creation and management of reusable production schedules Tasks – Understand how to configure and assign production tasks effectively Costs – Learn how to track and manage production expenses within the system Statuses – Discover how to establish and use status workflows to monitor progress Staff – Explore how to set up and manage your production team members in the system
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This course is ideal for:
New users who want to get started with the Production Module
Current users seeking to enhance their understanding and improve their workflow
Anyone looking to refresh their knowledge of production management in Stison
All experience levels are welcome! There will be dedicated time for questions and discussion, allowing you to address specific challenges and explore topics relevant to your needs.
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6th May 2026: 3pm UTC
managing editorial and production workflows in stison
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This comprehensive training session is designed to help you leverage Stison's workflow management capabilities to streamline your publishing processes.
Understanding how to effectively manage editorial and production workflows is essential for maintaining efficiency, meeting deadlines, and ensuring seamless collaboration across your team.
Whether you're exploring Stison's workflow features for the first time or looking to optimise your current processes, this course will provide you with the knowledge and practical insights to transform how you manage your publishing operations.
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During this session, you'll explore how Stison supports your publishing workflows, including:
Editorial and Production Workflow Support – Discover how Stison can help you manage each stage of your editorial and production workflow, from manuscript to finished product
Scheduling Functions – Learn what scheduling tools are available within Stison and how to use them effectively to plan, track, and manage timelines
Workflow Reporting – Understand what reports you can access to monitor progress, identify bottlenecks, and ensure projects stay on track
Module Integration – Gain an overview of how the Editorial and Production modules work together and integrate with other areas of the system
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This course is ideal for:
Users looking to better understand how Stison can help manage publishing workflows
Those responsible for coordinating editorial and production processes
Anyone seeking to improve efficiency and visibility across their publishing operations
Users wanting to explore the connections between different modules within Stison
All experience levels are welcome! There will be dedicated time for questions and discussion, allowing you to address specific challenges and explore topics relevant to your needs.
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3rd June 2026: 3pm UTC
general training sessions
reporting in stison
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This comprehensive training session is designed to help you unlock the full potential of Stison's reporting capabilities across all modules.
Effective reporting is essential for informed decision-making, monitoring performance, and extracting valuable insights from your data.
Whether you're new to Stison or an experienced user looking to maximise the system's reporting functions, this course will guide you through the various tools and options available to generate the reports you need quickly and efficiently.
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During this session, you'll explore the reporting functions available throughout Stison, including:
Downloading Data from Title Manager – Learn how to extract and export title information for analysis and external use
Editorial Reports – Discover the reporting options available for tracking editorial workflows, schedules, and content management
Production Reports – Understand how to generate reports that monitor production progress and identify potential bottlenecks
Sales Reports – Master the tools for analysing sales performance, trends, and royalty-related data
The 'Reports' Menu – Learn how to navigate the reports interface efficiently and locate the specific reports you need
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This session is intended to give a closer look at the reporting functions that are available across all of Stison's modules, and how to get the most out of them.
There will be time in the session to ask questions about specific reports that you are looking to generate.
This session will benefit those users that are new to Stison, as well as users who are looking to get the most out of the system.
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There are currently no sessions schedule for this course. If you would like us to schedule one, please contact us.
user admin, access and permissions
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This essential training session is designed to help you effectively manage user access and permissions within Stison.
Understanding how to control who can view, edit, and manage different areas of the system is crucial for maintaining data security and ensuring your team can work efficiently. Whether you're responsible for onboarding new users or refining your current access control strategy, this course will provide you with the knowledge and tools to manage permissions confidently and effectively.
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During this session, you'll explore the key aspects of user administration, including:
Creating New Users – Learn the step-by-step process for adding new team members to Stison
Granting Access to System Areas – Understand how to control which sections and features users can access
The Groups System – Discover how groups work and how they streamline the process of assigning permissions to multiple users
Editing Group Permissions – Master the techniques for customising the access rights granted by each group
Read-Only Options – Explore how to provide users with visibility whilst restricting editing capabilities
Frequently Asked Questions – Address common queries and challenges related to user access management
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This session will benefit users looking to better understand the options available for granting access and permissions to users.
It will discuss 'read only' options, and how to best use the Groups in order to establish a quick and easy way to grant new users access to the relevant sections of the system.
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There are currently no sessions schedule for this course. If you would like us to schedule one, please contact us.
using booklists and the query engine
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This comprehensive training session is designed to help you navigate, filter, and extract information efficiently from Stison's Title Management system.
Whether you're looking to streamline your workflow, master advanced filtering techniques, or explore the powerful Booklists feature for targeted data management, this course will provide you with the skills and knowledge to work more effectively with your title data.
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During this session, you'll explore the key features and functionalities, including:
Configuring Your 'Books' Screen – Learn how to customise the Title Manager interface to suit your needs
Functions Available in the 'Books' Screen – Discover the full range of tools at your disposal: Advanced Filters – Master sophisticated filtering techniques to locate specific titles quickly Generating Individual Onix Files – Learn how to create Onix files for single products Generating AIs – Understand the process for producing advance information sheets Splitting/Merging Products – Explore how to manage product relationships and structures
Downloading Data from Title Manager – Understand best practices for extracting and exporting your title information
Creating Bespoke Booklists – Learn how to build and manage custom lists for targeted operations: Filtering Onix Feeds by Booklist – Streamline your metadata distribution Generating AIs by Booklist – Produce advance information for specific title selections
The Query Engine – Unlock the power of advanced querying for complex data retrieval and reporting
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This session will benefit users looking to better understand how to navigate through, filter, and extract information from Title Management. It will also benefit those looking to explore the Book Lists feature, and how this can help to filter your titles for Onix and AI generation.
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There are currently no sessions schedule for this course. If you would like us to schedule one, please contact us.
uploading and managing assets
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This comprehensive training session will guide you through essential asset management skills and workflows within Stison.
Whether you're handling cover images, ebooks, spreads, or other digital content, understanding how to efficiently upload, organise, and distribute your assets is crucial for maintaining a professional and streamlined workflow.
This course will equip you with the knowledge and best practices to manage your digital assets confidently and ensure seamless content distribution to your partners and collaborators.
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During this session, you'll explore the key aspects of asset management, including:
Uploading Assets – Learn how to efficiently upload various content types including cover images, ebooks, and spreads into your system
Using the Asset Manager – Master the Asset Manager interface to organise and locate your materials quickly and effectively
Storing Data on Your Assets – Discover best practices for adding metadata and information to your assets to improve searchability and organisation
Sending Your Assets to External Partners – Gain hands-on experience with distribution workflows, learning how to securely send your assets from Stison to external partners and collaborators
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This session will benefit users looking to upload, store and / or send digital assets using Stison. It will cover the process from initial upload, to sending assets to external partners.
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There are currently no sessions schedule for this course. If you would like us to schedule one, please contact us.