Bulk Import for files data type (e.g. pdf, images)

In OpenSpecimen v3.4, bulk operation supports uploading files for file controls like consent, surgical pathology report (SPR), custom file type field, or form XMLs with their dropdowns.

Please note, OpenSpecimen will abort the zip file import if the below conditions are not satisfied. This is for security purpose.

Compressed Zip file should be less than100 MB.
The file upload should complete within 60 seconds.

Example: Upload files for the ‘Consents’ document

Steps:

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

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

Please ensure the folder name is in lowercase, specifically 'files'. Using names like 'Files', 'File', or 'file' will cause an import error.

4. The file folder contains the files to be imported as consent documents.

E.g., In the case of a custom file, the import will have the files to be imported.

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

6. Upload this zip file in OpenSpecimen to bulk import

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

Follow similar steps for other files like SPR, and custom form files, and form XML imports (with their dropdown CSV folder).

The Import location and templates vary based on what you are importing:

SPR file upload: Use the ‘visits’ template
Form data file upload: Use the corresponding custom forms template
Form XMLs: Use the Form Import

Bulk Import for files data type (e.g. pdf, images)

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