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In OpenSpecimen v3.4, bulk operation supports to upload uploading files for the file controls like consent, surgical pathology report (SPR), or any custom file type field.

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Example: Upload files for the ‘Consents’ document:

Steps:

  1. Go to ‘Collection Protocols->Import->Biospecimen Data’. Select the record type ‘Consents’ and download the template file.

  2. Fill up the CSV file with relevant consent data, refer to ‘Save/Update consents. The ‘Consent Document Name’ column should contain the file name for the actual file that will be uploaded.

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3. Create a directory named ‘files’ containing actual consent files to be uploaded

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4. The files folder contains the files to be imported as consent documents. In the case of a custom file, the import will contain have the files to be imported.

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45. Create a zip file of the Consents CSV data file and ‘files’ directory

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56. Upload this zip file in OpenSpecimen to bulk import

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Refer to the sample file for the structure of the file attached below to be imported.

View file
nameCONSENTS-BO.zip

Follow similar steps for other files like SPR, and custom form files.

Note:

  1. SPR file upload: Use the ‘visits’ template

  2. Forms file upload: Use the corresponding custom forms template