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1. Press the Create New Reference Set button, which will open the Create New Reference Set modal. 

1. Choose the Copyradial button from the reference set type choices. 
2. Press the Next button. 

1. Select a reference set from the Copy dropdown list that opens. 
2. Press the Next button. The modal will expand to allow the remaining parameters to be input. 

1. Assign a reference set concept (this is a required parameter, indicated by a red asterisk)

EITHER 

1. Select the Choose an Existing Metadata Concept radial button; AND
2. Choose a Concept from the dropdown list 

OR 

1. Select the Create a New Concept radial button; AND  
2. Choose a ParentConcept from the dropdown list; AND 
3. Enter a Name for the new concept.  

1. Enter a Narrative explaining the reference set’s purpose (optional).
2. Add metadata Tag(s) to categorize the reference set for browsing and searching (optional).
3. Select the Private checkbox to set the availability of the reference set to private (optional).
4. Select the Local Set checkbox to create a reference set that will never be published (optional).
5. Press the Create New Reference Set Button. 

NOTE:  The following characters are not permitted in a reference set name: 

• Pipe character “|” 
• Tab 
• Double space 
• Carriage Return