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This section explains how researchers can directly request specimens from OpenSpecimen. You can skip this section if you do not plan to give access to researchers to request using OpenSpecimen. 

OpenSpecimen allows researchers to view the summary of available specimens and , search and request desired specimens. There are two options for publishing specimens to the researchers:

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  • The system displays a dashboard showing the summary of the specimens available.

  • Click on the 'View Catalog' to see the available specimens.

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  • Search the specimens of interest by applying any filters from the left side. You can use the search feature to find specific filter.

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  • Select specimens of interest and click on the 'Add to Cart → Click on the 'Cart' that shows the number of specimens added to the cart.

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  • Review the specimens in the cart and add aliquots details if needed. Click on the 'Confirm Request' button.

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  • Complete the "Request Form' and click on the 'Submit Request' button. If the IRB ID is submitted, it is matched and linked with the corresponding Distribution Protocol. 

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  • On successful submission of request, you get a popup like the one below.
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  • An email notification is sent to the Requestor and the Request Managers of the catalog along with the requested specimen csv.
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Roles

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Request manager Access: The request manager also needs 'Read' access to the 'Catalog' resource.

Requestor Access: To access the catalog, you must read access to 'Catalog' and 'Collection Protocols' resources.

You can view the collection protocol and participant data only if you have 'Read' access to the 'Participant Phi' or 'Participant' resources.

User Group: Using the user group feature, admins can assign catalogs to user groups. This configuration is available only for a private/logged-in catalog.

Navigate to the catalog and add the 'User group' to which you wish to give access to the catalog. Refer to the wiki page for user group details.

  1. If a catalog is assigned to a specific user group, only those users group can access the catalog. Whether they can only read or create/update catalog is based on their role and permissions on catalog resources.

  2. If the catalog is not assigned to a specific user group, it is accessible to all users with access to the Catalog resource.

  3. If the user has access to the catalog , but it's not added to a specific user group, then that user will not have access to configured private user group catalog.

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