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Creating ordered refsets

Imported from Confluence (source, last edited 2015-05-13). Screenshots are the old UI — flag for GIF/clip re-capture.

  1. Open the Asset Library and click Create a New Authored Refset

  2. Enter a refset name and a refset description**

    **

  3. On the Refset type drop-down, select Ordered Reference Set

  4. On the publication specification, select Not published

  5. Click Create to list refset name in the Assets panel

  6. Select the new ordered refset and click Open Asset

  7. In the Refset Editor panel, click Import concepts from briefcase to create a list of concepts (still with no supertype-sybtype relationships) and/or

  8. Drag a concept from the Concept Summary tab on the right to the Refset Editor

     

  9. In the Refset Editor, click No children to open refset edition

       

  10. Drag a concept that will be a child of the selected concept and drop it in **Children

     **

  11. Select the Green checkmark to accept the change

  12. Open Tree Preview to see the refset ordered in a taxonomy

     

  13. Visualization order may be changed: In the Refset Editor, click on Value number to specify the order to be shown in the tree view.

     

  14. Select the Green checkmark to accept the new value

  15. Open Tree Preview to see the taxonomy