Authoring Platform Version 6+ User Guide

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titleIn this page:

How to find SNOMED CT concepts by searching for matches to a predefined SNOMED CT concept template describing lexical and logical models for concepts conforming to the template. Prerequisites: Log in to the Authoring Platform, Open one of my tasks (open task as an Author)



The search options default to logical only, however template transformation must also take into account the lexical template definitions, so select either logical and lexical or logical not lexical in the search options. (Note that if logical is not changed, the template transformation feature will not become available when search results are obtained).
Advanced Tables - Table Plus
classuser-guide-steps-references


StepsReferences
Navigate to Search by Template.

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When in text search mode (default on opening Task View - Search tab), first press Switch to ECL.

When in ECL search mode, press Switch to Template.


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The search tab changes to Template search mode, with a template name query box at the top of the search panel.

Type a template name (or part of a name) into the search query box - type-ahead searching starts after at least three characters are entered, with matching available template names presented in a drop-down selection box below the query.

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Select a template from the drop-down selection box.

The selected full template name is placed into the query box and a search commences for matching concepts. The phrase "Searching..." shows in the results panel until results are available.

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When matches are found the search results list all concepts that match the selected template, with the default options of:

  • Stated view
  • All definition statuses ( Primitive and Fully defined )
  • Logical model matches


Tip
titleWorking with Template search results

Template search results are formatted and presented in the same way as text search and ECL search results. See Work with large search results sets and Act on search results for more information.


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The default Template search finds matches in the Stated view, however this can be switched to Inferred view matches using the drop-down view mode selector.

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The Def. (definition status) results filter option defaults to All ( Primitive and Fully Defined ) but also allows Primitive only and Fully Defined only matches to be listed in the search results.

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A third results filter supports matching different aspects of the concept modelling defined by the selected template:

  • Logical (default) - concepts which match the logical model regardless of their lexical content.
  • Logical and Lexical - concepts which match both the logical and lexical models.
  • Logical not Lexical - concepts with the same logical model but which do not conform to the lexical model.

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Search for the desired source template by starting to type its name. Type-ahead options will appear after three characters are entered. Choose the desired source template; searching will proceed as soon as a template is selected.

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When search results are found (and logical and lexical or logical not lexical is selected), a green Transform button will be presented adjacent to the blue Download Selected Results button at the end of the search results listing.

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Press the Transform button to present the Template Transformation pop-up dialogue.

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Enter a target template name in the Select Transformation Target field. Type-ahead search results will show name matches after three characters are entered. Pick a template from the available list. The Transform button in the bottom right corner of the dialogue will become active (its background colour changes from grey to blue).

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Choose a reason from those presented in the Select Description Inactivation Reason options: Non-conformance to editorial policy (default selected); Outdated component; Erroneous component.

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Press Transform to start the transformation, or Cancel to close the dialogue with no changes saved.

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The Transforming Concepts notification will occupy the pop-up window. Wait for the transformation to complete. On completion, the pop-up dialogue will close automatically, and view context will change to the Batch Processing tab, showing the selected transformed concept(s), in the same manner as for batch creation from a template.

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Use the Edit Full Concept button on the batch entry row to present a "before/after" side-by-side view of the concept transformation. At this point the transformation is only a preview - no changes have been saved. If changes are not what was expected/required, then the previewed concept can be removed from the batch listing using the x button at the start of its row entry in the batch list.

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After previewing (and if necessary removing unwanted concept transformations from the batch), press Save All in the upper right corner of the batch view. The Saving Batch pop-up notification will be presented - please wait while the transformation batch is saved, and do not navigate away or refresh the page (as it instructs). Alternatively, should the entire transformation batch need to be abandoned, press the Discard All button in the batch view. This will cancel the batch transformation and no changes will be made to the concepts.

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After the transformation batch has been saved, press the blue Return to Task button to close the Saving Batch pop-up notification.

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At this point the template transformations are complete, and the selected concepts are changed in the task. The view context remains on the Batch Processing tab - from here proceed as needed to other AP features (for instance to task review for approval of the concept transformations - the transformed concepts will appear in the feedback tab To Review list).

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