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This article assumes you have already created your new RefsetAsset. Click here for more info on Refset Asset Creation. |
Summary
Simple Type Refsets Assets can be populated in two different ways:
Extensional RefsetsAssets: By manually adding and removing members.
Intensional RefsetsAssets: By linking the Refset Asset with an existent Query query based on ECL.
Working with Extensional
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Assets
To edit Refset Asset members, you should first select the desired Refset Asset from the list, and click on the “Open Asset” button.
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Adding members
Drag&Drop
Extensional Refsets Assets can be populated by dragging concepts retreived by the Search Module as well as the Taxonomy, and dropping them in the Refset Editor module on the left.
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Tip: You can drop a concept into the Taxonomy to browse into it’s hierarchy: |
Bulk adding
From Excel
Members can be addded by uploading a compatible Excel file.
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From briefcase
You can also add members by importing previously added concept from the Briefcase.
The Compare with briefcase button displays a list of the concepts from the briefcase that are not yet members of the refsetAsset.
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Removing members
You can remove a member by clicking on the cross icon next to each concept.
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Working with Intensional
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assets.
Intensional refsets asset members are defined by a previously saved query. Click here for more info on Creating Queries.
For linking the Refset Asset to a previously saved query, you will need to select it from the “Linked with query” dropdown, and click on the “Sync” button after that.
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Refset Synchronization
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Warning: At this point members where added to the refsetasset, but you will need to synchronize them with the correspondant Refset for the changes to be published in the next Terminology Release. Click here for more info on Refset Synchronization. |
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