Reference Set Tool 2 User Guide

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How to search membership by ECL query to 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

EITHER 

 

Select a recent ECL definition from the history dropdown list in the search bar at the top of the member table. 


 


OR 

 

Press the ECL Builder button. 

 








Enter an ECL query in the ECL Builder modal. 

 

Press the OK button to populate the search bar with the ECL definition. 


Press the Remove Member button (the button icon is a solid rounded square with a “minus” Subtract symbol shown when you're able to remove a conceptsymbol) next to any concept in the search results to remove it. 

Press the Clear button (button icon is an “X”) to clear the search, as needed. 

NOTES:  

  • If the concept to be removed has descendants, a secondary add/remove modal opens allowing the user to select to remove: self, descendants, or self & descendants.  
  • The tool will present a success message when members are successfully 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 remove members. 


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