Moving child specimens from one parent to another

There is no straightforward way to move the child specimens (aliquots) from one parent specimen to the other. You need to

1. Export the aliquots to move

2. Delete or rename the aliquots

3. Remove the CP specimen label formats (if any)

4. Import the aliquots under the new parent specimen

5. Restore the CP label formats removed in step #3

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

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

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2. Add the aliquot labels which need to be moved in the labels field and click ‘Export’

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

4. 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.

5. 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 moving planned specimen

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

6. 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.

7. Import the updated file with import type as ‘Create’

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8. The aliquots should be created under the correct parent.

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