- Open the Assets Library and click Create a new authored refset
- Enter a refset name and a refset description
- On the Refset type drop-down, select Simple Type Reference Set
- On the publication specification select Not published
- Click Create to list refset name in the Assets panel
- Open Asset panel
- In the Refset Editor panel, click Import concepts from briefcase to create a list of concepts
- Add additional refset members by dragging a concept from the concept summary panel to the refset editor