Unsuppressed, Uncatalogued Instances

Summary:

This process is to suppress uncatalogued instances using Bulk edit.

1. Navigate to Inventory

2. • Go to the Instance tab.

3. Apply Filters:

4. • Suppress from discovery: No

   • Instance status: Uncataloged

5. Inspect Effective Location:

6. • 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.

7. Re-apply Filters:

8. • Suppress from discovery: No

   • Instance status: Uncataloged

9. Save Instance UUIDs:

10. • In the Inventory column:

    • • Actions → Save Instances UUIDs

11. Bulk Edit:

12. • 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.

13. Review Records:

14. • Examine the record preview for issues:

    • • Suppress from discovery should be "false".

      • Instance status term should be "uncataloged".

15. Start Bulk Edit:

16. • 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.