Creating simple refsets - To delete

Owned by Patricia Houghton (Unlicensed)
Last updated: Jan 12, 2023 by Patricio Gayol
4 min read



Authored refsets in termSpace

Authored refsets in termSpace can be created and mantained through the Asset Library module.

This article focuses on the Authored refsets management. For more details on other functionalities of the Asset Library, check the dedicated article.

Step-by-step guide: Creating a new refset

  1. In the Authored Refets section, click on + symbol to open a modal window where the new refset specifications will be defined.

  1. Enter a refset name and a refset description

  2. In the modal window, specify a refset name and select the refset type (in this case Simple type reference set)

  1. On the publication specification, select Not published

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

  3. The new refset will be displayed in the Assets list:

  • Select the refset you have just created and press the blue Open Asset button on the right to open the task screen, where the members are assigned.

  • This screen shows the Refset Editor on the left and the Development queries by default. However, you can search the concept to be coded in the Search tab on the left and open it in Concept details tab on the right, as usual.

  • You may import concepts from briefcase to create a list of concepts:

In the Refset Editor panel, click Import concepts from briefcase to create a list of concepts 

  • You may add additional refset members by dragging a concept from the concept summary panel to the refset editor

  • Back to the Asset Library, now you should synchronize your content. You will see that by default, TO BE PUBLISHED AS CONCEPT window appears as not published, but you must select in which refset will your concept be published:



  • The dropdown menu will display all the existing refsets. Select one of them and press the blue button Compare with published members to synchronize.

  • A modal window will be opened, which gives you the option of synchronize with the asset you have just created as the master or with the already published refset. In case of selecting the first option the following warning will appear:

…and the following message upon pressing OK button:

  • Clicking on the chevron right icon will show the concepts included in the asset:

  • Now, if you open your refset editor again, you will see that any of the listed members will be shown as a simple refset member in the Concept Editor’s refset tab.

You can also use queries to include refset members. In the example, we will create a new query including children of Acute appendicitis:

  • In the Development Queries tab we selected a concept of the asset and dragged it into the query window. We specified that we needed to include all the children of Acute appendicitis by selecting the ‘Children of’ option in the dropdown menu and then pressing the Add condition button (see Creating queries).

Then press Run query button to display the results. Here you may select to obtain your results in the stated view or in the inferred view, in real time or, for large queries, the cloud option is recommended.

  • Save your query

Back to the Asset Library you should synchronize and link the query to a simple refset. Specify the query to which the refset is linked and whether it will be synchronized in the inferred view or in the stated view and select in which refset your concept will be published (as was previously described)

  • Press Compare with published members:

Verify that the concept has been correctly assigned. Open the concept in the Concept details window, refset tab.