Reference Set Tool 2 User Guide

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titleIn this page:

How to search membership by ECL query to remove members from a reference set. 

Prerequisite steps: Log in to Reference Set Tool 2.0; From either Library or My Reference Sets in Dashboard and choose a reference set; Reference Set - Editing a reference set (Author). 



Advanced Tables - Table Plus
classuser-guide-steps-references


StepsReferences

EITHER 

 

Select a recent ECL definition from the history dropdown list in the search bar at the top of the member table. 


 


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OR 

 

Press the ECL Builder button. 

 








Enter an ECL query in the ECL Builder modal. 

 

Press the OK button to populate the search bar with the ECL definition. 

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Press the Remove Member button (the button icon is a solid rounded square with a “minus” Subtract symbol shown when you're able to remove a conceptImage Addedsymbol) next to any concept in the search results to remove it. 

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Press the Clear button (button icon is an “X”) to clear the search, as needed. 

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NOTES:  

  • If the concept to be removed has descendants, a secondary add/remove modal opens allowing the user to select to remove: self, descendants, or self & descendants.  
  • The tool will present a success message when members are successfully removed. 
  • Click the Download Report button in the success notification to download a report containing a list of added/removed members.  
  • The tool will present an error message if an error occurs when trying to remove members.