Reference Set Tool 2 User Guide

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How to add an exclusion to an Intensional 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 Press the Add Exclusion button (button icon is a rounded square with a “plus” Add symbol shown when you're able to add a conceptsymbol) to the left of a member in the Member table. 


 


OR Enter a search term in the search bar at the top of the member table to search for the member(s) to be excluded from the reference set. 

 Press the Add Exclusion button (button icon is a rounded square with a “plus” Add symbol shown when you're able to add a conceptsymbol) to the left of a member in the search results. 

OR Press the Taxonomy button to change from the table view to the taxonomy view. 

 Browse the taxonomy hierarchy to locate the concept to be excluded. 

 Press the Add Exclusion button (button icon is a rounded square with a “plus” Add symbol shown when you're able to add a conceptsymbol) next to the concept in the taxonomy hierarchy. 

OR 

Click on a member in the table or taxonomy view to open the Concept Details pane. 

Browse the concept details hierarchy to locate the concept to be excluded. 

Press the Add Exclusion button (button icon is a rounded square with a “plus” Add symbol shown when you're able to add a conceptsymbol) next to the concept in the concept details hierarchy. 


NOTE: The button tooltip will indicate the available action for a particular member: add/remove an exclusion or add/remove an inclusion.  


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