Collection Protocol CSV

Users can create/update multiple CPs at once using the 'CP CSV import' feature of OpenSpecimen.

To update any field of the collection protocol, it's important to ensure that all columns and their existing values are maintained during the update process. If any fields are left blank, those fields will be overwritten with empty values, potentially causing data loss or incorrect updates.

Below are the fields in the template:

Field Name	Data Type	Mandatory	Description	Validation

Field Name	Data Type	Mandatory	Description	Validation
SitesX#Name	String	Yes	Sites for the CP. You can create multiple columns replacing 'X' with number. E.g., Sites#1#Name, Sites#2#Name, etc.	Site name should be present in OpenSpecimen.
SitesX#Code	String	No	Site codes for the CP. You can create multiple columns replacing 'X' with number. E.g., Sites#1#Code, Sites#2#Code, etc.	Site code should be present and associated to the site in OpenSpecimen.
Identifier	Integer	No	The CP Identifier. Mandatory: when updating Short Title.	Unique within the system
Title	String	Yes	Collection protocol long title	Unique within the system
Short Title	String	Yes	Collection protocol short title. Mandatory: when updating CP Details.	Unique within the system
Code	String	No	Collection protocol code	Unique within the system
PI#PI Email	Email	Yes	Principle Investigator of the collection protocol. Users need to provide the email ID in this field
Coordinator#1#Coordinator Email	Email	No	Collection Protocol coordinator. Users need to provide the email ID in this field
Start Date	Date	No	Collection protocol start date	-
End Date	Date	No	Collection protocol end date	-
IRB ID	String	No	IRB protocol number that was assigned to your study by the Institutional Review Board	Unique across the system
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	-
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.

Example Collection Protocol Bulk Import Template:

Steps to Import:

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

Steps to Update:

Export the CP details by navigating to CP List Page → More → Export → Collection Protocol.
Update values for required column, and save the CSV file.
Navigate to CP List Page → Import Biospecimen Data → Select Collection Protocol → Choose the above saved CSV file → Import.