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.