Moving child specimens from one parent to another

Use Case: Aliquots were created under an incorrect parent and need to be moved to the correct parent specimen.

1. Take data backup: Export the aliquots data into a CSV file using the ‘Export’ option

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2. Deletion: Delete the aliquots using CSV or the user interface (you can delete in bulk via UI).

3. If CP has label formats:

   1. You must remove them before importing, as OpenSpecimen does not allow creating new specimens with labels.

   2. Remove the label formats temporarily and record the formats in a text file.

4. Update CSV Export: Update the exported file to replace the value in ‘Parent Specimen Label’ with the new parent specimen.

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   1. You need to replace/remove the value in the ‘Specimen Requirement Code’ if you are moving a planned specimen

   2. Make sure you delete the old specimens before importing.

5. It is essential to ensure that the parent and child types are consistent; otherwise, the upload will fail. For instance, if the derivative is classified as ‘Serum,’ the aliquots file must also reflect this type.

6. Create Aliquots: Import the updated file with the import type as ‘Create’

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7. Put back the aliquot format in the label format settings.