From v9.0. OpenSpecimen supports creating the participant and specimen-centric CPs using the bulk import features. In order to use that user has to fill the below template and follow the steps to import the CPs in bulk.
| Field Name | Data Type | Mandatory | Description | Validation |
|---|---|---|---|---|
| Title | String | Yes | Collection protocol long title | Unique within the system |
| Short Title | String | Yes | Collection protocol short title | Unique within the system |
| Code | String | No | Collection protocol code | Unique within the system |
| Start Date | Date | No | Collection protocol start date | - |
| End Date | Date | No | Collection protocol end date | - |
| Specimen Centric | Boolean | No | Collection Protocol Type: If value = TRUE/YES, it will create the Specimen Centric CP. Else, it will create the participant centric by default if you have not provided any option. For FALSE/NO, it will create the participant-centric CP | - |
| IRB ID | String | No | IRB protocol number that was assigned to your study by the Institutional Review Board | - |
| Anticipated Participants Count | Integer | No | A number of participants will be registered in the Collection protocol. | |
| PPID Format | String | No | Participant Protocol ID format to generate the PPIDs by OpenSpecimen. Refer to this for more details. | |
| Visit Name Format | String | No | Visit Name format to generate the Visits by OpenSpecimen. Refer to this for more details. | |
| Label Format | String | No | Primary specimen label format, refer to this wiki for more details | |
| Derivative Label Format | String | No | Derived specimen label format, refer to this wiki for more details | |
| Aliquot Label Format | String | No | Aliquot specimen label format, refer to this wiki for more details | |
| User inputs PPID | String | No | Values are Yes/No; if Yes, OpenSpecimen allows the user to input the PPID | |
| User inputs Visit Name | String | No | Values are Yes/No; if Yes, OpenSpecimen allows the user to input the Visit Name | |
| User inputs Specimen Label | String | No | Values are Yes/No; if Yes, OpenSpecimen allows the user to input the specimen labels | |
| Label Pre-print Mode | Boolean | No | Pre-printing the label format. Refer wiki a page for more details. | |
| Description URL | String | No | Collection Protocol additional details | |
| Activity Status | String | No | Active/Disabled, By default, it's Active. | |
| Sites#1#Name | String | Yes | Collection Protocol Site Name | |
| Sites#1#Code | String | No | Site Code | |
| Sites#2#Name | String | No | Collection Protocol Site Name | |
| Sites#2#Code | String | No | Site Code | |
| PI#PI Email | Yes | Principle Investigator of the collection protocol. Users need to provide the email ID in this field | ||
| Coordinator#1#Coordinator Email | No | Collection Protocol coordinator. Users need to provide the email ID in this field |
Example Collection Protocol Bulk Import Template:
Steps to Import Collection Protocol CSV:
- Download the above template and fill in all the required details
- Follow the steps on this wiki (Section - Rules for the import file naming) page to give the specific naming convention to the filled template.
- Once the file is ready, Go to Extras → Import Records
- Upload the CSV file you created (You can upload the CSV or ZIP, which includes the CSV)
- Check the import status
Import CP Events and Specimen Requirement:
From v7.1, it is possible to bulk import CP event and specimen requirements. This is useful for bulk importing legacy data, managing large CPs, or interfacing with external apps.
Refer to the below pages for details.