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Step

Action

1. Make sure to check 'Enable Admin Options' in 'Commands' menu.

Check Enable Admin Options

2. Select 'Load Value Set Definition – LexGrid XML' from 'Load' menu.

Select Load Value Set Definition - LexGrid XML option

3. A separate window will open to select a file to load. Select a file to load.

Select file to load

4. Click 'Load' button. Status of load process will be displayed as the data is getting loaded. If everything goes well, you should see 'Errors Logged: false' and 'End State: completed' at the bottom of the status output.

"Indicates that the loading is complete

5. Value Set Definitions loaded should be displayed on the main console under 'Available Value Set Definitions'.

Value Set Definitions loaded should be displayed on the main console under 'Available Value Set Definitions'.Image Modified

Loading Pick List Definition

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Step

Action

1. Make sure to check 'Enable Admin Options' in 'Commands' menu.

2. Select 'Load Pick List Definition – LexGrid XML' from 'Load' menu.

3. A separate window will open to select a file to load. Select a file to load.

4. Click 'Load' button. Status of load process will be displayed as the data is getting loaded. If everything goes well, you should see 'Errors Logged: false' and 'End State: completed' at the bottom of the status output.

A separate window will open to select a file to load. Select a file to load.

5. Pick List Definitions loaded should be displayed on the main console under 'Available Pick List Definitions'.

Click Load button.Image Modified

Display Definition Details

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Step

Action

1. Select Value Set Definition under 'Available Value Set Definitions' and click on 'Display Details' button (or double click on Value Set Definition).

Select Value Set Definition and click button Display Details.Image Modified

2. Separate window will be displayed with meta data of selected Value Set Definition at the top.

Value Set Definition Details window.Image Modified

3. Click on 'Definition Entries' tab to view Definition Entries of this Value Set Definition.

Click on Definition Entries tab.Image Modified

4. Click on 'Properties' tab to view Properties of this Value Set Definition. And in this Properties view, you can select any particular property and click on 'Display Details' button to view more details like property qualifiers etc. of the selected property.

Click on Properties tab.Image Modified

5. Click on 'Supported Attributes' tab to view list of Supported Attributes of this Value Set Definition.

Image Modified

Display Pick List Definition Details

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Step

Action

1. Select the Pick List Definition under 'Available Pick List Definitions' and click on 'Display Definition Details' button (or double click on Pick List Definition).

Select Pick Set Definition and click button Display Definition Details.Image Modified

2. A Separate window with the details of Pick List Definition will be displayed.

Pick Set Definition Details window.Image Modified

Exporting

Exporting Value Set Definition

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Step

Action

1. Make sure to check 'Enable Admin Options' in 'Commands' menu.

Check Enable Admin Options

2. Select the Value Set Definition under 'Available Value Set Definitions' to be exported and click on 'Value Set Definition as LexGrid XML' under 'Export' menu.

Select Value Set Definition and click on 'Value Set Definition as LexGrid XML' under 'Export' menu.Image Modified

3. Enter the destination and the file name (should be .xml extension). Choose options appropriately and click on 'Export' button. 'Async Load' – Checking this will export the contents asynchronously'Fail on all errors' – Checking this will stop the export if any error occurs.'force' – Checking this will replace existing file. If there exists a file and this option was not checked, export will fail.

Enter destination details.

4. Status of an export process will be displayed as the data is getting exported. If everything goes well, you should see 'Errors Logged: false' and 'End State: completed' at the bottom of the status output.

Export process status displayed.

5. Verify the exported file. 'valueSetDefinition' should be the top element and all its available contents (mappings, properties, definitionEntries etc) should be exported.

Exported XML file.Image Modified


Exporting Expanded Value Set (Value Set Resolution)

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Step

Action

1. Make sure to check 'Enable Admin Options' in 'Commands' menu.

Check Enable Admin Options.

2. Select the Value Set Definition under 'Available Value Set Definitions' to be exported and click on 'Value Set Resolution as LexGrid XML' under 'Export' menu.

Select Value Set Definition and click on 'Value Set Definition as LexGrid XML' under 'Export' menu.Image Modified

3. Enter the destination for the export at folder level. Choose options appropriately and click on 'Export' button. 'Async Load' – Checking this will export the contents asynchronously'Fail on all errors' – Checking this will stop the export if any error occurs.'force' – Checking this will replace existing file. If there exists a file and this option was not checked, export will fail.Select Coding Scheme And Version: Select the coding scheme version(s) to be used for resolving the Value Set Definition.

Enter destination details.

4. Status of an export process will be displayed as the data is getting exported. If everything goes well, you should see 'Errors Logged: false' and 'End State: completed' at the bottom of the status output.

Export process status displayed.

5. Verify the exported file. 'codingScheme' should be the top element and all the concepts of the Resolved Value Set should be exported in 'entities' bucket.

Exported XML file.Image Modified

Exporting Pick List Definition

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Step

Action

1. Make sure to check 'Enable Admin Options' in 'Commands' menu.

Check Enable Admin Options.

2. Select the Pick List Definition under 'Available Pick List Definitions' to be exported and click on 'Pick List Definition as LexGrid XML' under 'Export' menu.

Select Pick List Definition and click 'Pick List Definition as LexGrid XML' under 'Export' menu.

3. Enter the destination and the file name (should be .xml extension). Choose options appropriately and click on 'Export' button. 'Async Load' – Checking this will export the contents asynchronously'Fail on all errors' – Checking this will stop the export if any error occurs.'force' – Checking this will replace existing file. If there exists a file and this option was not checked, export will fail.

Enter destination details to export.

4. Status of an export process will be displayed as the data is getting exported. If everything goes well, you should see 'Errors Logged: false' and 'End State: completed' at the bottom of the status output.

Export status displayed.

5. Verify the exported file. 'pickListDefinition' should be the top element and all its available contents (mappings, properties, pickListEntryNodes etc) should be exported.

Exported XML file.Image Modified

Resolution

Value Set Resolution

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Step

Action

1. Select the Value Set Definition under 'Available Value Set Definitions' to be resolved and click 'Resolve' button on the right.

Select Value Set Definition and click on Resolve button.Image Modified

2. Select the Coding Scheme Version(s) to be used to resolve the Value Set against and click on 'Resolve' button.

Select Coding Scheme Version(s) and click on Resolve button.

3. Resolved list of Concepts will be displayed in a new window. You can click on any concept to get more details.

Resolved concepts displayed.Image Modified

Info
titleNote

This feature can also be used to compare the Value Set Resolution by resolving Value Set Definition against different versions of Coding Scheme.

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Step

Action

1. Select the Pick List Definition under 'Available Pick List Definitions' to be resolved and click 'Resolve Pick List Definition' button on the right.

Select Pick List Definition and click on Resolve button.Image Modified

2. Select the Coding Scheme Version(s) to be used to resolve the Pick List against and click on 'Resolve' button.

Select Coding Scheme Version(s) and click on Resolve button.

3. Resolved list of Concept Terms/Designations will be displayed in a new window.

Resolved concepts terms/destination displayed.Image Modified

Info
titleNote

This feature can also be used to compare the Pick List Resolution by resolving Pick List Definition against different versions of Coding Scheme.

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Step

Action

1. Click on 'Value Set Definition by Concept Domain' in 'Query' menu at the top.

Click on 'Value Set Definition by Concept Domain' in 'Query' menu at the top.Image Modified

2. Enter the Concept Domain value and click on 'Filter' button.

Enter Concept Domain value and click on 'Filter' button.

3. List of Value Set Definition URIs that has the matching Concept Domain will be displayed in a separate window. You can click on any of the Value Set Definition URIs to get more details.

List Value Set Definition URIs displayed.

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Step

Action

1. Click on 'Value Set Definition by Coding Scheme' in 'Query' menu at the top.

Click on 'Value Set Definition by Coding Scheme' in 'Query' menu at the top.Image Modified

2. Enter the Coding Scheme value and click on 'Filter' button.

Enter the Coding Scheme value and click on 'Filter' button.

3. List of Value Set Definition URIs that references the entered Coding Scheme will be displayed in a separate window. You can click on any of the Value Set Definition URIs to get more details.

List Value Set Definition URIs displayed.

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Step

Action

1. Click on 'Value Set Definition by Value Set Definition Name' in 'Query' menu at the top.

Click on 'Value Set Definition by Value Set Definition Name' in 'Query' menu at the top.Image Modified

2. Enter the full name of the Value Set Definition and click on 'Filter' button. You can leave it blank to get all the Value Set Definitions with no name.

Enter the full name of the Value Set Definition and click on 'Filter' button.

3. List of Value Set Definition URIs that matches the entered name will be displayed in a separate window. You can click on any of the Value Set Definition URIs to get more details.

List Value Set Definition URIs displayed.

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Step

Action

1. Click on 'Value Set Definition is Sub Set' in 'Query' menu at the top.

Click on 'Value Set Definition is Sub Set' in 'Query' menu at the top.Image Modified

2. Select the Child and Parent Value Set Definitions from the drop down list, select Coding Scheme Version(s) to use for resolving both Child and Parent Value Set Definitions and click on 'Check' button.

Select Child and Parent Value Set Definitions and click on 'Check' button.Image Modified

3. A separate window telling if Child Value Set Definition selected is a Sub Set of selected Parent Value Set Definition will be displayed.

Window with yes/no value.

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Step

Action

1. Click on 'Value Set Definition has Entity Code' in 'Query' menu at the top.

Click on 'Value Set Definition has Entity Code' in 'Query' menu at the top.Image Modified

2. Enter Entity Code to check as well as the Namespace of the Entity Code, Value Set Definition URI and Coding Scheme Version(s) from the drop down lists. And click on 'Check' button. This will check if the Entity Code entered is present in the expanded Value Set when resolved against selected Coding Scheme Version.

Enter Entity Code.

3. A separate window telling if entered Entity Code is part of expaned Value Set will be displayed.

Window with yes/no value.

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Step

Action

1. Click on 'Value Set Definition for Entity Term' in 'Query' menu at the top.

Click on 'Value Set Definition for Entity Term' in 'Query' menu at the top.Image Modified

2. Enter Entity Term to match, the match algorithm to use, Value Set Definition URI and Coding Scheme Version(s) from the drop down lists. And click on 'Check' button.

Click on 'Value Set Definition for Entity Term' in 'Query' menu at the top.

3. A separate window will be displayed with the list of Concepts that satisfies the term and match algorithm entered.

Window with list of Concepts that satisfies the term and match algorithm entered.Image Modified

Authoring

This tool provides the capabilities to Create/Edit/Delete Value Set Definition Meta-Data, Definition Entry, and Properties. Authored data can be persisted to the database. You can use this function to test the definition entry (rule set) without persisting the changes to the database.

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Step

Action

1. Click on 'Create Value Set Definition' under 'Create' menu at the top of the tool.

Click on 'Create Value Set Definition'.

2. Enter Value Set Definition meta data details:

  • Value Set Definition URI: Mandatory field. A unique identifier for the Value Set Definition.
  • Value Set Name: Optional. Name of the Value Set Definition.
  • Default Coding Scheme: Optional. Local name of the primary Coding Scheme from which the Value Set is drawn. You can either choose from the drop down list or enter a value if the Coding Scheme is not yet loaded in the system.
  • Concept Domain: Optional. Local name of the concept domain. When present, the contents of the Value Set defined are considered to be binded to the specific concept domain.
  • Is Active: Optional. Lets you specify if this Value Set is active or not.
  • Status: Optional. Status of the Value Set Definition. Ex. Active, pending, retired, etc.
  • Owner: Optional. Owner of this Value Set Definition.
  • Effective Date: Optional. Format – MM/dd/YYYY. The date this Value Set Definition is considered to be active. To be considered Active, Is Active must be true.
  • Expiration Date: Optional. Format – MM/dd/YYYY. The date this Value Set Definition is considered to be inactive.
  • Source: Optional. List of local identifiers of a person, organization that played a role in the creation or maintenance of this Value Set Definition. To add multiple source, enter the value and click on 'Add' button.
  • Real or Context: Optional. The local identifier of a realm, context or situation that pertains to a lexical or semantic assertion about this Value Set Definition. To add multiple realm or context, enter the value and click on 'Add' button.

3.
  • Click the 'Save' button. This will persist the Value Set Definition meta data into the database. A separate windows will be displayed confirming the persistence.

Click Save.Image Modified

4 3. Click on 'Definition Entries' tab to add definition entries for this Value Set Definition.

Click on 'Definition Entries' tab.Image Modified

5 4. For this example, lets add Value Set Definition Reference first, click on 'Add' button with in 'Value Set Definition References' group.

Click 'Add' button.Image Modified

6 5. A separate window will open to enter Value Set Definition Reference data. Set the Rule Order to 0, Operator to OR and select 'SRITEST:AUTO:GM' Value Set Definition URI from the drop down list and click on 'ADD' button.

Enter Value Set Definition Reference data.

7 6. The Value Set Definition Reference data entered in previous step should now be visible in 'Value Set Definition Reference' group.

Value Set Definition Reference data visible in 'Value Set Definition Reference' groupValue Set Definition Reference data visible in 'Value Set Definition Reference' group.Image Modified

8 7. Next, lets create Entity Reference for this Value Set Definition. Click on 'Add' button in 'Entity References' group.

Click 'Add' button.Image Modified

9 8. In a separate window that opens to enter Entity Reference data, set following values: Rule Order = 1Operator = OREntity Code = FordEntity Code Namespace = AutomobilesReference Association = hasSubtypeTransitive Closure = trueTarget To Source = falseLeaf Only = falseAnd click on 'Add' button.

Enter Entity Reference Data and click 'Add' button.

10 9. The Entity Reference data entered in the previous step should now be visible in 'Entity References' group.

Entity Reference data visible in 'Entity References' group.Image Modified

11 10. You can resolve the definition now to check what concepts will be returned by the service for this definition.

Info
titleNote

The definition entries (rule set) added in previous steps are not yet saved in the database. Still, the tool lets you to resolve this unsaved Value Set Definition.Click on 'Resolve' button next to 'Value Set Definition meta data' group.

Click on 'Resolve' button.Image Modified

12 11. Select Coding Scheme Version(s) to use against to resolve the Value Set Definition and click on 'Resolve' button.

Select Coding Scheme Version and click 'Resolve' button.

13 12. Resolved concepts of the Value Set Definition will be displayed in a separate window. Only concepts related to GM and Ford will be returned. You can click on the concept to get more details.

Resolved Concepts displayed.Image Modified

14 13. Optionally, you can save the changed Value Set Definition to the database. TO do this, click on 'Save' button.

Click 'Save' button.Image Modified

15 14. The new Value Set Definition created will now be available at the main console.

New Value Set Definition created now available at the main console.Image Modified

Editing Value Set Definition

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Step

Action

1. Select the Value Set Definition to be edited and click on 'Display Details'

Select the Value Set Definition to be edited and click on 'Display Details']].Image Modified

Step

Action

3. Now you can make changes to the meta data except the URI of Value Set Definition.

2. Click on 'Edit' button on the Value Set Definition Details Console window. This will enable the fields to be edited.

Click Edit button.Image Removed

Modifying Meta Data

4. Click Make your changes to anything except the URI field (this is not allowed to change).
Click the 'Save' button to save the any changes.

Click Edit button.Image Added

Adding Definition Entry

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Step

Action

1. Click on 'Add' button within 'Coding Scheme References' group.

Click Add button.Image Modified

2. Enter the Coding Scheme Reference data in a separate window that opens. Make sure that you enter unique number for Rule Order. Rule Order: Mandatory field. The unique identifier of the definition entry within the definition as well as the relative order in which this entry should be applied.Operator: Mandatory field. How this entry is to be applied to the value set. Select appropriate value from the drop down list.Coding Scheme: Mandatory field. The local identifier of the coding scheme that the entity codes are drawn from. All available coding scheme local identifier will be available in the drop down list, you can choose from this list or enter different value if the coding scheme you want to reference is not yet loaded in the system.

Enter Coding Scheme Reference data.Image Removed


3. Click on the 'ADD' button.

Enter Coding Scheme Reference data.Image Added

4 3. Coding Scheme Reference added in previous step should now be visible within 'Coding Scheme References' group. Coding Scheme Reference added now visible within 'Coding Scheme References' group.Image Removed .
5. Click 'Save' button to save the changes.

 Coding Scheme Reference added now visible within 'Coding Scheme References' group.Image Added

Adding Value Set Definition Reference

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Step

Action

1. Click on 'Add' button within 'Value Set Definition References' group.

Click Add button.Image Modified

2. Enter the Value Set Definition Reference data in a separate window that opens. Make sure that you enter unique number for Rule Order. Rule Order: Mandatory field. The unique identifier of the definition entry within the definition as well as the relative order in which this entry should be applied.Operator: Mandatory field. How this entry is to be applied to the value set. Select appropriate value from the drop down list.Value Set Definition URI: Mandatory field. The URI of the value set definition to apply the operator to. This value set definition may be contained within the local service or may need to be resolved externally. All available Value Set Definition URI will be available in the drop down list, you can choose from this list or enter different value if the Value Set Definition you want to reference is not yet loaded in the system. Click Add button.Image Removed
3. Click on the 'ADD' button.

Click Add button.Image Added

4 3. Value Set Definition Reference added in previous step should now be visible within 'Value Set Definition References' group. Value Set Definition Reference added now visible within 'Value Set Definition References' group.Image Removed
5. Click 'Save' button to save the changes.

Value Set Definition Reference added now visible within 'Value Set Definition References' group.Image Added

Adding Entity Reference

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Step

Action

1. Click on 'Add' button within 'Entity References' group.

Click Add button.Image Modified

2. Enter the Entity Reference data in a separate window that opens. Make sure that you enter unique number for Rule Order. Rule Order: Mandatory field. The unique identifier of the definition entry within the definition as well as the relative order in which this entry should be applied.Operator: Mandatory field. How this entry is to be applied to the value set. Select appropriate value from the drop down list.Entity Code: Mandatory field. The entity code being reference.Entity Code Namespace: Optional. Local identifier of the namespace of the entityCode. If omitted, the URI of the defaultCodingScheme will be used as the URI of the entity code.Reference Association: Optional. The local identifier of an association that appears in the native relations collection in the default coding scheme. This association is used to describe a set of entity codes. If absent, only the entityCode itself is included in this definition.Transitive Closure: If true and referenceAssociation is supplied and referenceAssociation is defined as transitive, include all entity codes that belong to transitive closure of referenceAssociation as applied to entity code. If true and no referenceAssociation is provided, only the entityCode specified will be included in the definition. If false and referenceAssociation is defined, entityCode specified and immediate nodes associated to the entityCodes will be included in the definition. Default: falseTarget To Source: If true and referenceAssociation is supplied, navigate from entityCode as the association target to the corresponding sources. If transitiveClosure is true and the referenceAssociation is transitive, include all the ancestors in the list rather than just the direct "parents" (sources).Leaf Only: If true and referenceAssociation is supplied and referenceAssociation is defined as transitive, include all entity codes that are "leaves" in transitive closure of referenceAssociation as applied to entity code. Default: false

Click Add buttonImage Removed

3. Click on 'ADD' button.

Click Add buttonImage Added

4 3. Entity Reference added in previous step should now be visible within 'Entity References' group. Entity Reference added now visible within 'Entity References' group.Image Removed
5. Click 'Save' button to save the changes.

Entity Reference added now visible within 'Entity References' group.Image Added

Adding Property Reference

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Step

Action

1. Click on 'Add' button within 'Property References' group.

Click Add button.Image Modified

2. Enter the Property Reference data in a separate window that opens. Make sure that you enter unique number for Rule Order. Rule Order: Mandatory field. The unique identifier of the definition entry within the definition as well as the relative order in which this entry should be applied.Operator: Mandatory field. How this entry is to be applied to the value set. Select appropriate value from the drop down list.Coding Scheme: Mandatory field. The local identifier of the codingScheme that this propertyreference will be resolved against. All available coding scheme local identifier will be available in the drop down list, you can choose from this list or enter different value if the coding scheme you want to reference is not yet loaded in the system.Property Name: Optional. The local identifier to be used to restrict the entities to have property with this name.Property Match Value: Optional. Value to be used to restrict entity property. matchAlgorithm can be used in conjunction to get matching entity properties.Property Match Algorithm: Default- Lucene. Algorithm to be used in conjunction with propertyValue. Select from the drop down list. Enter the Property Reference data.Image Removed
3. Click on 'ADD' button.

Enter the Property Reference data.Image Added

4 3. Property Reference added in previous step should now be visible within 'Property References' group. Property Reference added now visible within 'Property References' group.Image Removed
5. Click 'Save' button to save the changes.

Property Reference added now visible within 'Property References' group.Image Added

Editing Definition Entries

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Step

Action

1. With in 'Coding Scheme References' group, select the Coding Scheme Reference entry you want to remove and click on 'Remove' button.

Click Remove buttonImage Modified

2. Click 'Yes' to confirm deletion.

Click Yes button.

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Step

Action

1. Click on 'Add' button in 'Properties' tab.

Click Add button.Image Modified

2. Enter property information in a separate window (Property Details) that opens. And click on 'ADD' button to add this property to the Value Set Definition. Enter property data.Image Removed
1. Click 'OK' on the confirm window.

Enter property data.Image Added

Adding Property Qualifier

Step

Action

4 3. After the property has been added, now you can also add a qualifier for the property just created. Property Qualifier is additional information that you can tag to a property. To do this, click on 'Add' button within 'Available Property Qualifiers' group.

Click Add button.Image Modified

5 4. In the Property Qualifier window, enter qualifier data and click on 'Add' button.

Enter property qualifier data and click Add button.

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Step

Action

1. Select a property that needs to be modified and click on 'Edit' button in 'Properties' tab.

Click Edit button.Image Modified

2. Click on 'Edit' button in a separate window (Property Details) that opens.

Click Edit button.Image Modified

3. Modify the data and click on 'Add' button to save the changes.

Modify data and click Add button.Image Removed

4. Click 'OK' on the confirm window.

Modify data and click Add button.Image Added

Editing Property Qualifier

Step

Action

5 4. Once you are in 'Property Details' window, you can also edit Property Qualifier. To do this, select the property qualifier to edit and click on 'Edit' button within 'Available Property Qualifiers' group.

Click Edit buttonImage Modified

6 5. In the Property Qualifier window, modify the qualifier data and click on 'Add' button.

Modify Data and Click Add button.

Removing Property Qualifier

Step

Action

5 6. Once you are in 'Property Details' window, you can also remove Property Qualifier. To do this, select the property qualifier to remove and click on 'Remove' button within 'Available Property Qualifiers' group.

Click Edit button.Image Modified

6 7. Click 'Yes' to confirm deletion.

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Step

Action

1. Select a property that needs to be removed and click on 'Remove' button in 'Properties' tab.

Click Remove button.Image Removed

6. Click 'Yes' to confirm deletion.

Click Remove button.Image Added

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