Reference Set Tool 2 User Guide

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How to create a new Extensional reference set. 

Prerequisite steps: Log in to Reference Set Tool 2.0; View the Project Page. 


StepsReferences
  1. On the Projects page, choose an Organization, Edition, and Project from the dropdown lists in the header. 

  1. Press the Create New Reference Set button, which will open the Create New Reference Set modal. 


  1. Choose the Extensional radial button from the reference set type choices. 
  2. Enter the Module ID. 
  3. Press the Next button. The modal will expand to allow the remaining parameters to be input.

Assign a reference set concept (this is a required parameter, indicated by a red asterisk): 

 EITHER 

  1. Select the Choose an Existing Metadata Concept radial button; AND 
  2. Choose a Concept from the dropdown list 



OR 

  1. Select the Create a New Concept radial button; AND  
  2. Choose a Parent Concept from the dropdown list; AND 
  3. Enter a Name for the new concept. 



  1. Enter a Narrative explaining the reference set’s purpose (optional). 
  2. Add metadata Tag(s) to categorize the reference set for browsing and searching (optional). 
  3. Select the Private checkbox to set the availability of the reference set to private (optional). 
  4. Select the Local Set checkbox to create a reference set that will never be published (optional). 
  5. Press the Create New Reference Set Button. 


NOTE: The following characters are not permitted in a reference set name: 

  • Pipe character “|” 
  • Tab 
  • Double space 
  • Carriage Return  

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