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Steps | References |
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- On the Projects page, choose an Organization, Edition, and Project from the dropdown lists in the header.
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- Press the Create New Reference Set button, which will open the Create New Reference Set modal.
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- Choose the Combination radial button from the reference set type choices.
- Press the Next button.
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- Select one or more contributing Intensional reference sets in the Combination dropdown list that opens. (Use CTRL-click to select more than one reference set.)
- 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 Publishing setting: Either Within 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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NOTE: The following characters are not permitted in a reference set name: - Pipe character “|”
- Tab
- Double space
- Carriage Return
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