Remove Community Zone Bibliographic Records without Portfolios from the Institution Zone

Question

How can Community Zone (CZ) bib records be deleted from the Institution Zone (IZ)? This refers to both collection descriptive bib records, and legacy portfolio bib records.

Such bib records can't be deleted directly from the Metadata Editor. What is a good solution?

Please remember: 

To delete bibliographic records, you must have the following role:

• Cataloger Extended

Answer

To delete individual records:

1. Edit the bib record
2. In the Metadata Editor > Record Actions > Copy to Catalog
3. Then, in: Record Actions > Delete.

To delete in batches:

The records can be found and deleted by creating an All Titles Set and running the "Delete Bibliographic Records" job. 

First, create a Set:

1. Search for "All Titles" in the the Advanced Search
2. "Add Conditions" and search for:
   • "Is Linked" - equal - Yes
   • "Has Inventory" - equals - No 
   • If you have a Network Zone, it is possible to search for "Linked Institution" (this search field will allow you to choose between records linked to the CZ or NZ)

3. Save the set
4. Always a good idea to inspect the set (Admin > Manage Sets > (...) > Results)

Next, the set can be deleted with the "Delete Bibliographic Records" job:

1. Admin > Run a Job
2. Filter for type: "Withdraw"
3. Select "Delete Bibliographic Records"
4. As precaution - 
   • Select "Do not delete if related to other records"
   • Do not select "Delete all associated inventory resources"
5. Confirm and run the job.