The simplest method for importing specimen data is to use a Standard Specimen Repository and paste data from a simple specimen spreadsheet, described in this topic. To use an advanced specimen repository and manage the transfer of specimens between labs, see the topic Import a Specimen Archive.

Select Standard Specimen Repository

  • On the Study project home page, select the Manage tab.
  • Under Specimen Repository Settings, click Change Repository Type.
  • Select Standard Specimen Repository.
  • Click Submit.

Import Specimen Spreadsheet Data

  • Go to the Study project home page and select the Specimen Data tab.
  • In the Specimens web part, expand the Administration topic.
  • Click Import Specimens to open the Upload Specimens page.

Show Expected Data Fields

To view data fields expected in the upload, click Show Expected Data Fields.

This will expand a display of column names, types, brief descriptions, and whether the field is required for a successful upload. If your study is set up to use visits instead of date-based timepoints, you will see a Visit field here in addition to Draw Timestamp and draw timestamps will not be required.

Note that in cases where the Sample ID and/or Participant ID are the same as your Global Unique ID, you need only supply the Global Unique ID and leave the others null. They are still required fields, but will be populated on import automatically.

Download a Template Workbook

  • Select Download a Template Workbook.
  • Open this spreadsheet to confirm that your column headings match those in the template.
  • Copy and paste your data into this template spreadsheet. To practice, you could download this template in advance and enter the original data into it.

Download and view the specimen template here: specimen_template.xls

An example of entering data into the template, some optional fields have been omitted for brevity:

global_unique_specimen_idspecimen_numberdraw_timestampvisit_valueptidvolumevolume_unitsadditive_type
vial110110/10/20101pt10110mLWhole Blood
vial210210/11/20101pt10210mLWhole Blood
vial310310/12/20101pt10310mLWhole Blood

Simpler, alternative templates for testing the specimen repository.

vial idptidvisitdate
v1101110/10/2010

specimen_numberptidvisitdate
v2101110/10/2010

Select Replace or Merge

When uploading specimen data from a spreadsheet, you can either replace the existing repository with the new data, or merge new data into the existing repository. The merge option will use the primary key to determine if a row is in the repository already. If so, it will delete and replace it. Otherwise, it will add new rows but leave any unchanged rows in place.

Warning. Specimen import via replace replaces all specimens in the repository with a new list of specimens. Make sure not to accidentally delete needed specimen information by importing new specimen records.

Copy and Upload Data

  • Copy the contents of the filled-in template file and paste this data into the text box on the Upload Specimens page.
  • Select Replace or Merge, and click Submit.
  • When the import is complete, click Specimens to see a grid view of all imported specimens.

Note that while the template column headings have changed to better match uploaded data headings, specimen upload is completely compatible with prior versions of the template.

Customize Specimen Repository Data Fields

To add additional fields to the default Specimen Repository:

  • Switch the repository to an advanced repository.
  • Update the Specimen repository with the desired additional fields (aka, "properties").
  • If desired, switch back to a basic repository. (This is an optional step.)
  • Now, when importing specimen data, additional fields in your spreadsheet will be captured by the new properties in the specimen repository.

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