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 My Project. 


StepsReferences

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. 


Choose the Extensional radial button from the reference set type choices. 

Enter the Module ID. 

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 

Select the Choose an Existing Metadata Concept radial button; AND 

Choose a Concept from the dropdown list 



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. 



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 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. 


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

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

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