Enter a target template name in the Select Transformation Target field.

Type-ahead search results will show name matches after three characters are entered.

Pick a template from the available list.

The Transform button in the bottom right corner of the dialogue will become active (its background colour changes from grey to blue).

Choose a reason from those presented in the Select Description Inactivation Reason options:

• Non-conformance to editorial policy (default selected)

• Outdated component

• Erroneous component

Press Transform to start the transformation, or Cancel to close the dialogue with no changes saved.

The Transforming Concepts notification will occupy the pop-up window.

Wait for the transformation to complete.

On completion, the pop-up dialogue will close automatically, and view context will change to the Batch Processing tab, showing the selected transformed concept(s), in the same manner as for batch creation from a template.

Use the Edit Full Concept button on the batch entry row to present a "before/after" side-by-side view of the concept transformation.

At this point the transformation is only a preview - no changes have been saved.

If changes are not what was expected/required, then the previewed concept can be removed from the batch listing using the button at the start of its row entry in the batch list.

After previewing (and if necessary removing unwanted concept transformations from the batch), press Save All in the upper right corner of the batch view.

The Saving Batch pop-up notification will be presented - please wait while the transformation batch is saved, and do not navigate away or refresh the page (as it instructs).

Alternatively, should the entire transformation batch need to be abandoned, press the Discard All button in the batch view.

This will cancel the batch transformation and no changes will be made to the concepts.

After the transformation batch has been saved, press the blue Return to Task button to close the Saving Batch pop-up notification.

At this point the template transformations are complete, and the selected concepts are changed in the task.

The view context remains on the Batch Processing tab - from here proceed as needed to other AP features (for instance to task review for approval of the concept transformations - the transformed concepts will appear in the feedback tab To Review list).

Concept Information - Incoming Relationships

Incoming Relationships - Filtering by characteristic type (stated/inferred) or by relationship type

Paging for large lists - page number buttons, page left and page right buttons

Paging for large lists - items per page

Concept Information - Incoming Historical Associations

Concept Information - Details

Concept Information - Taxonomy

Press the <i class""fa-magnifying-glass">:magnifying-glass: Search button to the right of the query box, or press Enter on the keyboard.

Whilst the search is running, the results panel shows "Searching...".

After obtaining ECL expression search results, the results set can be refined by entering an additional term filter in the query box below the expression.

For example the ECL expression >!* returns all concepts that are leaf nodes.

By adding an additional term filter a particular set of matching leaf nodes can be found, such as all leaf nodes containing the word "limb" in their FSN.

ECL search results can be switched between the Inferred (default) and Stated view.

ECL search results can also be filtered by their Definition Status:

• All (Primitive and Fully Defined)

• Primitive

• Fully Defined

Uncheck Select All and press individual row select checkboxes to make ad-hoc selections of search matches.

Press Load Next 100 in the results footer for large results set to extend the listing with the next 100 results.

Each time this is done the listing is expanded to include all the previous results, and a vertical scroll bar will appear to the right of the results panel to allow the list to be scrolled.

Ad-hoc selections are preserved when the next 100 results are loaded, so selections can be added from throughout the entire results set if needed (although a better strategy might be to refine the search query to get a smaller results set).

Once all desired ad-hoc selections are made, press Download Selected Results to save the results as a .tsv file in your local web browser environment.

Open the downloaded .tsv file in any text editor to see that it contains only the selected result entries, regardless of the total number of results.

In the Task - Search - ECL Search context panel tab, enter an ECL expression which includes a concrete value reference into the Search Query box.

Press the blue Search action button to the right of theSearch Query box.

The Search Results Panel shows a Searching... notification until the results are collated.

The Search Results Panel lists the concepts matching the ECL query.

Follow up actions can include:

Press Primitive or Fully Defined to open a Concept Details pop-up box as described in View concept details when browsing the taxonomy.

Single-press a node label to load that concept into the edit panel.

Double-press a node label to change the focus of the taxonomy tree to that concept.

This presents the same view as opening a concept in the taxonomy from a Task View - Search result (see Act on concept search results) or Task View - Saved List entry (see Add a concept to my task Saved List and act on saved concepts).

Above the taxonomy listing are two presentation controls:

• Switch between Inferred View (default) and Stated View

• Switch between FSN in US (default) and PT in US for the node label text

Navigate down the taxonomy nodes by successively expanding selective child nodes.

When a concept is reached that has no child concepts (ie it is a taxonomy "leaf" node), the row entry is preceded with a icon, indicating that no further expansion is possible.

Any taxonomy node that is visible can be expanded or collapsed independently of the others. Changing one node does not affect others previously expanded or collapsed at that level or above - only direct descendants are affected.

Select a template from the drop-down selection box.

The selected full template name is placed into the query box and a search commences for matching concepts.

The phrase "Searching..." shows in the results panel until results are available.

When matches are found the search results list all concepts that match the selected template, with the default options of:

• Stated view

• All definition statuses ( Primitive and Fully defined )

• Logical model matches

The default Template search finds matches in the Stated view, however this can be switched to Inferred view matches using the drop-down view mode selector.

The Def. (definition status) results filter option defaults to All ( Primitive and Fully Defined ) but also allows Primitive only and Fully Defined only matches to be listed in the search results.

A third results filter supports matching different aspects of the concept modelling defined by the selected template:

• Logical (default) - concepts which match the logical model regardless of their lexical content.

• Logical and Lexical - concepts which match both the logical and lexical models.

• Logical not Lexical - concepts with the same logical model but which do not conform to the lexical model.

• /ul>

Press the search result FSN term (Edit) to open the concept in the Edit Panel.

For active search results, press View in Taxonomy to open the concept in the Task View - Taxonomy tab.

The display context changes to Task View - Taxonomy , with the trigger concept as the focus for the taxonomy listing.

For inactive concepts in search results, the View in Taxonomy button is replaced by an Inactive Concept icon.

Press Add to Saved List to add the search result concept to the task Saved List.

Press Clone this concept to create a new unpublished cloned version of the concept in the Edit Panel. This is equivalent to creating a new concept and entering its lexical and logical model content from scratch.

Enter at least three characters in the query box to trigger searching.

The application waits for a slight pause in the typing before triggering the search, so multiple words and phrases can be entered if desired.

The results panel shows "Searching..." until all results become available.

Some searches with small results sets may be almost instantaneous - larger results sets may take a few seconds to load.

Matches to the search query are then listed, along with the total number of concepts found.

Each result row has the following:

• Definition Status icon (primitive or fully defined) which also acts as an Information button

• Fully Specified Name (FSN) of the concept

• Taxonomy button which opens the concept in the Taxonomy panel (Active concepts only)

• Add To Saved List button

• Clone This Concept button

• Select this result checkbox

There is also a Select All checkbox to the upper right of the listing above the row checkboxes.

This selects the entire results set, not just those visible in the results listing (but currently constrained to a maximum of 1000 entries to prevent excessive bulk downloading).

Press Status Type once to switch to inactive concept matches only.

Note the Taxonomy button is replaced by an Inactive Concept status icon in the results listing (the Taxonomy view does not show inactive concepts)

Press Status Type again to show results containing both active and inactive concept matches.

Press Status Type once more to return to active concept matches only.

Pressing Status Type repeatedly will cycle the results sets through the three options:

• Active Only (default on entering Search)

• Inactive Only

• Active and Inactive