Instructions for Unsuppressed, Uncatalogued Instances

Summary:

This process is to suppress uncatalogued instances using Bulk edit.

1. Navigate to Inventory
• Go to the Instance tab.
2. Apply Filters:
• Suppress from discovery: No
• Instance status: Uncataloged
3. Inspect Effective Location:
• Open the filter for Effective location (item).
• If any locations display, inspect each instance for potential cataloging issues, course reserves, or other problems.
• As issues are identified or triaged for investigation, update the Instance status to "Other".
• This will exclude instances with holdings and items attached.
4. Re-apply Filters:
• Suppress from discovery: No
• Instance status: Uncataloged
5. Save Instance UUIDs:
• In the Inventory column:
• Actions → Save Instances UUIDs
6. Bulk Edit:
• Go to Bulk Edit.
• Set:
• Identifier: Inventory-instances
• Record identifier: Instance UUIDs
• Upload the .csv file with Instance UUIDs.
• Wait for records to be retrieved.
7. Review Records:
• Examine the record preview for issues:
• Suppress from discovery should be "false".
• Instance status term should be "uncataloged".
8. Start Bulk Edit:
• Actions → Start bulk edit
• Options → Suppress from discovery
• Actions → Set true
• Uncheck “Apply to all holdings records” and check “Apply to all item records.”
• Confirm and commit changes.