Steps | References |
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The Select Replacements modal contains the following: | | | - Preferred Display Name dropdown list: The author may select their preferred concept name. The selected concept name will replace both the Inactive Name and Replacement Name in the table and in the Download Changes Report.
| - Hide Included Replacements toggle: The author may choose to show or hide all included replacements.
| Image Added | Inactive Concepts table: The left side of the table contains the following columns: |
| - Inactivation Reason: Options are duplicate, outdated, nonconformance to editorial policy, erroneous, ambiguous, and not specified.
| / Add All button and - button
- The author will click the Remove All button Image Addedin the header row only if they wish to remove all inactive concepts. Otherwise:
| The author will click the Remove All button in the header row to remove all inactive concepts.Image Added | The right side of the table contains the following columns: |
| - Inactive ID
- Inactive Concept Name
- Association: Options are same as, replaced by, possibly equivalent to, and alternative.
- Add All
| / Remove All button and - button
- The author will click the Add All button Image Addedin the header row only if they wish to add all replacement concepts. Otherwise:
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- The author will click the Add button (button icon is a rounded square with a “plus”Image Addedsymbol) to the left of a suggested replacement to accept it.
- The Add button is replaced by an info button when the replacement concept is already a part of the reference set.
- The author will click the Remove button (button icon is a rounded square with a “minus” Image Addedsymbol) to the left of a suggested replacement to reject it.
| The author will click the Add All button in the header row to add all replacement concepts. - Replacement ID
- Replacement Concept Name
| Image Added Image Added | - Add Manual Replacement button: The user will click the Add Manual Replacement button (button icon is a large “plus”
| symbol- Image Added) to the right of a particular inactive concept to add a manual replacement. A new row will appear below the selected concept:
- Search bar: The user will enter the concept ID or FSN to search.
- Add Manual Replacement button (button icon is a rounded square with a “plus”Image Added symbol): The user will click the icon to add the selected concept from the search results.
- Remove button (button icon is
| an “X”- a rounded square with a “minus”Image Added symbol): The user may click to close the new row without adding a manual concept.
| - Remove button (button icon is a trash can symbol Image Added): Once the new manual replacement is added, the user may click the Remove button to delete it.
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Image Added | - Concepts displayed in the table:
- Bold text indicates a member of the reference set.
- Struck-through text indicates an inactive concept has been replaced.
- Table rows are shaded in alternating colors and table is sorted by inactive concept by default.
| Table pagination displays if more than one page of inactive concepts is available. - Cancel Upgrade button: Undo changes and return the reference set to the “Ready for Edit” workflow status.
- Download Change Report button: Downloads the report in CSV format.
- The report includes old members, new members, members in common, and manual replacements; new members list reason for inclusion (possibly equivalent to, same as, or manual replacement). The report includes both concept names and IDs.
- Download Inactive Concept Report button: Downloads the report in CSV format.
- Pause Upgrade button: Pauses the upgrade process and closes the modal.
- Finish Upgrade button: Updates members and finalizes the upgrade.
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