Overview
This page describes the steps required to update a refset to a new version.
Prerequisites
- A refset must exist and be populated with refset members. It also must be assigned to a user.
Updating a Refset
The process to migrate a refset to a new version is as follows:
- Select the assigned refset.
- Click on the 'Migration' icon
on the Terminology row.
- Enter the new version and click the 'Test' button.
- Click the 'Migrate' button. Migration report will be displayed as shown below.
- The migration can be 'Finished', 'Saved for later', 'Resumed', 'Canceled' or the report can be exported.
Migration Report
Only some of these sections will be relevant or displayed on each migration report. Please see the Migration page for more details on these sections and the actions allowed in each case.
- Members in Common
- New Members
- Old Members
- Valid Exclusions
- Invalid Exclusions
- Migrated Exclusions
- Valid Inclusions
- Invalid Inclusions
- Migrated Inclusions