> For the complete documentation index, see [llms.txt](https://docs.b2ihealthcare.com/snowray/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2ihealthcare.com/snowray/snowray-v1.1.1/start.md).

# Getting Started

This page is dedicated to demonstrate a real-life workflow with the intention of helping users to get familiar with Snowray. As part of the workflow, users will start off by creating a [value set](/snowray/snowray-v1.1.1/reference/resources/valuesets.md) and then [editing ](/snowray/snowray-v1.1.1/reference/resources/valuesets.md#authoring)its content. Next, after learning how to browse and edit [resources](/snowray/snowray-v1.1.1/reference/resources.md), users will be introduced to release management. Finally, the [released](/snowray/snowray-v1.1.1/reference/resources/valuesets/release.md) value set will be [exported](/snowray/snowray-v1.1.1/reference/resources/valuesets/export.md) enabling it to be shared.

{% hint style="info" %}
To benefit the most from the tutorial, start from the very beginning, and continue step by step, as it will walk you through the most important functionalities of Snowray.
{% endhint %}

### Contents

1. :key2: [Log in](#login)
2. \*\*\*\*:blue\_book: \*\*\*\* [Create a Value Set](#create-a-value-set)
3. \*\*\*\*:pencil: [Add Clauses](#add-clauses)
4. :mag\_right: [Find Value Set](#find-value-set)
5. :clipboard: [Check Member Details](#check-member-details)
6. :calendar: [Create a Release](#create-a-release)
7. :pen\_ballpoint: [Edit Clauses](#edit-clauses)
8. :x: [Delete Clauses](#delete-clauses)
9. :white\_check\_mark: [Add Suggestions](#add-suggestions)
10. \*\*\*\*:blue\_book: \*\*\*\* [Create a Value Set and Add Clauses](#create-a-value-set-andadd-clauses)
11. \*\*\*\*:twisted\_rightwards\_arrows: [Merge Value Set](#merge-value-set)
12. :nerd:[ Optimize Value Set](#optimize-value-set)
13. :calendar: [Create a Second Release](#create-a-second-release)
14. :repeat: [Compare Value Sets](#compare-value-sets)
15. :arrow\_down: [Export Value Set](#export-value-set)

## :key2: Log in

To access Snowray, enter your username and password in the corresponding boxes of the login page, then press the![](/files/-MiRJaReMtLYosex8kh6)button. You will be taken to the [Dashboard](/snowray/snowray-v1.1.1/reference/dashboard.md) page.

![Login Page](/files/-MjEVrrivIGYppmu8Sps)

## :blue\_book: Create a Value Set

To create a [draft ](/snowray/snowray-v1.1.1/reference/resources.md#lifecycle)resource, press the![](/files/-MgF2GD2NiTeBCuCxmEP)button from the main menu bar. Then select value set as the resource type, fill out the required fields, and press Create. For now, do not create a SNOMED CT reference set.

![Create a New Value Set](/files/-Mj8dapelAaf2WdCXoqH)

:paperclip: **Read more about creating value sets:**

{% content-ref url="/pages/-MgGqxbZagcfHkcqa4cL" %}
[Create](/snowray/snowray-v1.1.1/reference/resources/valuesets/create.md)
{% endcontent-ref %}

## :pencil: Add Clauses

To add clauses, navigate to the authoring page by pressing the ![](/files/-MgKVp2L5HDY9DtV5zWv) button. After that, you can [drag and drop](/snowray/snowray-v1.1.1/reference/resources/valuesets/authoring/dnd.md) concepts from the terminology tree or create a new clause with the [basic clause editor](/snowray/snowray-v1.1.1/reference/resources/valuesets/authoring/editor.md).

![Add Clauses to a Value Set](/files/-Mj8mIEteIlTi-MgKFbi)

:paperclip: **Find out more about adding clauses:**

{% content-ref url="/pages/-MgLcMXzcbuGo0jbITv-" %}
[Authoring](/snowray/snowray-v1.1.1/reference/resources/valuesets/authoring.md)
{% endcontent-ref %}

## :mag\_right: Find Value Set

To find an already created value set that is not visible on the [Dashboard](/snowray/snowray-v1.1.1/reference/dashboard.md) (e.g. after finishing a session in Snowray and starting a new one later on), navigate to [Resources](/snowray/snowray-v1.1.1/reference/resources.md) from the main menu bar and type the value sets name into the filter search box.

![Find a Resource](/files/-MgpA8QI9MGRSyQe1ysd)

:paperclip: **To read more about finding a resource we suggest checking out the following page:**

{% content-ref url="/pages/-MfXhF4t206h-20AqLaP" %}
[Resources](/snowray/snowray-v1.1.1/reference/resources.md)
{% endcontent-ref %}

## :clipboard: Check Member Details

To find out more about a certain member, navigate to the Members tab and click on a concept. This will take you to its [detail page](/snowray/snowray-v1.1.1/reference/resources/codesystems.md#concepts) where you can find more information on the selected member.

![Linking between Concepts](/files/-MgpCj90EPsoxH7oG3zW)

{% hint style="info" %}
:bulb: Texts with blue fonts are usually links.
{% endhint %}

## :calendar: Create a Release

To create a release, navigate back to the value set, click the Releases tab, and press the![](/files/-MgR-m0lypTaYO4eTvsq)button. Fill out the fields and press the![](/files/-MgR2W_5KEp6_bG0m4eC)button.

![Create a Release](/files/-MgpE5UKcwkaOFeQi-tZ)

{% hint style="info" %}
After creating a release, it is advised to change the resource's status to [active.](/snowray/snowray-v1.1.1/reference/resources.md#lifecycle)
{% endhint %}

:paperclip: **Find out more about creating a version:**

{% content-ref url="/pages/-MgGql6UbKK856TdmMb4" %}
[Release Management](/snowray/snowray-v1.1.1/reference/resources/valuesets/release.md)
{% endcontent-ref %}

## :pen\_ballpoint: Edit Clauses

To edit the value set, navigate to the authoring page by pressing the ![](/files/-MgKVp2L5HDY9DtV5zWv) button. Hover over an existing clause to reveal the![](/files/-MgFTbE9zMYU9hrRCdDj)icon, which enables editing the selected clause. To persist the changes you made, click on the green checkmark.

![Edit Clauses](/files/-MgpI2rwm2mpzFuy5bKp)

:paperclip: **Read more about authoring:**

{% content-ref url="/pages/-MgLcMXzcbuGo0jbITv-" %}
[Authoring](/snowray/snowray-v1.1.1/reference/resources/valuesets/authoring.md)
{% endcontent-ref %}

## :x: Delete Clauses

To edit the value set, navigate to the authoring page by pressing the ![](/files/-MgKVp2L5HDY9DtV5zWv) button. You can then delete clauses either individually or in a batch using the ![](/files/-MgP_8zoBo1jYQXSmqaW) icon.

![Delete Clauses](/files/-MgpLJQXkpbSCcfzy0V4)

:paperclip: **Find out more about deleting:**

{% content-ref url="/pages/-Mgk5U7Wfz9Y7QCnNWxv" %}
[Delete/Retire](/snowray/snowray-v1.1.1/reference/resources/valuesets/delete.md)
{% endcontent-ref %}

## :white\_check\_mark: Add Suggestions

{% hint style="info" %}
Suggestions are meant to help users by advising clauses that could be missing from a value set.
{% endhint %}

To reveal suggested clauses, press the![](/files/-MgPdQ4R8vVbb123mFDd)button in the upper right corner of the authoring page. Check the boxes of ones that are applicable to your value set and press the:heavy\_plus\_sign:button to add them.

![Add Suggestions](/files/-MgpPi2KVBGrtP43Qp3V)

:paperclip: **A more detailed description of suggestions can be found here:**

{% content-ref url="/pages/-MgPbr4gZLf9I\_cfxi2a" %}
[Suggestions](/snowray/snowray-v1.1.1/reference/resources/valuesets/authoring/suggestions.md)
{% endcontent-ref %}

## :blue\_book: Create a Value Set and:pencil:Add Clauses

To create a [draft ](/snowray/snowray-v1.1.1/reference/resources.md#lifecycle)resource, press the![](/files/-MgF2GD2NiTeBCuCxmEP)button from the main menu bar. Then select value set as the resource type, fill out the required fields, and press Create. For now, do not create a SNOMED CT reference set.

To add clauses, navigate to the authoring page by pressing the ![](/files/-MgKVp2L5HDY9DtV5zWv) button. After that, you can [drag and drop](/snowray/snowray-v1.1.1/reference/resources/valuesets/authoring/dnd.md) concepts from the terminology tree or create a new clause with the [basic clause editor](/snowray/snowray-v1.1.1/reference/resources/valuesets/authoring/editor.md).

![Create Value Set and Add Clauses](/files/-Mj9feDWG6oRTZsUoeLR)

:paperclip: **Read more about creating value sets:**

{% content-ref url="/pages/-MgGqxbZagcfHkcqa4cL" %}
[Create](/snowray/snowray-v1.1.1/reference/resources/valuesets/create.md)
{% endcontent-ref %}

:paperclip: **Find out more about adding clauses:**

{% content-ref url="/pages/-MgLcMXzcbuGo0jbITv-" %}
[Authoring](/snowray/snowray-v1.1.1/reference/resources/valuesets/authoring.md)
{% endcontent-ref %}

## :twisted\_rightwards\_arrows: Merge Value Set

To merge a value set into another, navigate to the authoring page of the value set you want to merge into by pressing the ![](/files/-MgKVp2L5HDY9DtV5zWv) button. Then press the ![](/files/-Mj9lnxuYF3zDxpy3MzW) button and select the value set which will be merged into the edited value set.

![Merge Existing Value Sets](/files/-Mj9mWwGziobvpNHYVqM)

:paperclip: **A more detailed description of merging value sets can be found here:**

{% content-ref url="/pages/-MiW\_4LxOgXb-GawJKg-" %}
[Merge](/snowray/snowray-v1.1.1/reference/resources/valuesets/merge.md)
{% endcontent-ref %}

## :nerd: Optimize Value Set

{% hint style="info" %}
Optimizing helps to construct improved *includes* and *excludes* criteria by decreasing the number of clauses.
{% endhint %}

To invoke the function, press the![](/files/-MgPrCRdwaLrXBCypugU)button in the upper right corner of the authoring page. If the suggested changes are acceptable, press the![](/files/-MiRKcQhcS6plvw7glNH)button.

![Optimize Clauses](/files/-MgpV8vAYqQV578xxzxo)

\*\*\*\*:paperclip: **Read more about optimization:**

{% content-ref url="/pages/-MgLcMXzcbuGo0jbITv-" %}
[Authoring](/snowray/snowray-v1.1.1/reference/resources/valuesets/authoring.md)
{% endcontent-ref %}

## :calendar: Create a Second Release

To create additional releases, simply follow and complete the same steps as in the [Create a Release](#create-a-release) section.

![Create the Second Release](/files/-MgpWNyh-r87vQn61k2B)

## :repeat: Compare Value Sets

To start comparing value sets, navigate to the [Releases page](/snowray/snowray-v1.1.1/reference/resources/valuesets/release.md#browse-releases), and press the![](/files/-MgoDQrcJbTOevtAXpJr)button next to the version.

![Compare Versions](/files/-MgpXVg-xWty0Vh_9O-G)

:paperclip: **A more detailed description can be found on the following page:**

{% content-ref url="/pages/-Mgo7Cvj9dsIf22CviYn" %}
[Compare](/snowray/snowray-v1.1.1/reference/resources/valuesets/compare.md)
{% endcontent-ref %}

## :arrow\_down: Export Value Set

To export a value set, press the![](/files/-MgR72N8k7RHwPn9f1rh)button in the upper right corner of your resource's page, and select a format for your export file. Once you picked your desired format, the export process immediately starts.

{% hint style="info" %}
A progress indicator will notify you about the changes in the export process.
{% endhint %}

![Export Value Set](/files/-MgpYiCelvWa4msqpbbF)

:paperclip: **Read more about supported export file formats:**

{% content-ref url="/pages/-MgGqpHPCIc3-TGfm2-g" %}
[Export](/snowray/snowray-v1.1.1/reference/resources/valuesets/export.md)
{% endcontent-ref %}