How do I create a logical set?

Answer

A logical set is dynamic and will reflect what is in the repository. The members will automatically change if set criteria related changes are made to records.

To create a logical set, go to Admin > Manage Jobs and Sets > Manage Sets

  • Click on Create Logical Set
  • A Set Details page will open
  • Enter information
    • Set name is mandatory and cannot contain special characters
    • Other fields are optional. Set content type has most of the same options as a repository search
    • Click Create
      • Do a repository search
      • Click Save
      • The set will be added to the Manage Set list under My Sets
  • Last Updated Nov 22, 2023
  • Views 175
  • Answered By Margaret McGee

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