Reference Set Tool 2 User Guide

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How to browse the taxonomy to add members to or 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; Edit a Reference Set. 


StepsReferences


 

  1. Press the Taxonomy button. 

 

 



EITHER  Press the Add Member button (the button icon is a solid rounded square with a “plus” symbol) next to any concept in the taxonomy hierarchy to add it.  


OR  Press the Remove Member button (the button icon is a solid rounded square with a “minus” symbol) next to any concept in the taxonomy hierarchy to remove it. 

NOTES:  

  • A circle appears around the expand icon (icon is a “greater than” symbol) to indicate the concept has children with membership. 
  • If the concept to be added or removed has descendants, a secondary add/remove modal opens allowing the user to select to add/remove: self, descendants, or self & descendants.  
  • The tool will present a success message when members are successfully added/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 add/remove members. 










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