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Steps | References |
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1. On the Projects page, choose an Organization, Edition, and Project from the dropdown lists in the header. | |
- Press the Create New Reference Set button, which will open the Create New Reference Set modal.
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- Choose the Intensional radial button from the reference set type choices.
- Select the Module ID:
- Press the Next button.
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EITHER - Enter an ECL Definition in the field that opens.
- Press the Next button. The modal will expand to allow the remaining parameters to be input.
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OR - Click the ECL Builder button to create an ECL query.
- Press the Next button. The modal will expand to allow the remaining parameters to be input.
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- Assign a reference set concept (this is a required parameter, indicated by a red asterisk):
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EITHER - Select the Choose an Existing Metadata concept radial button; AND
- Choose a Concept from the dropdown list
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OR - Select the Create a New Concept radial button; AND
- Choose a Parent Concept from the dropdown list; AND
- Enter a Name for the new concept.
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- Enter a Narrative explaining the reference set’s purpose (optional).
- Add metadata Tag(s) to categorize the reference set for browsing and searching (optional).
- Select the Private checkbox to set the availability of the reference set to private (optional).
- Select the Within Edition to create a reference set within existing edition OR Local Set radio button to create a reference set that will never be published (optional).
- Press the Create New Reference Set Button.
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NOTES: - An Intensional reference set may be converted to Extensional. See Edit a Reference Set > Convert an Intensional Reference Set to Extensional (Author).
- The following characters are not permitted in a reference set name:
- Pipe character “|”
- Tab
- Double space
- Carriage Return
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