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Introduction

Welcome to OpenSpecimen 101!

The following course is designed to provide guidance on how to use and navigate features in OpenSpecimen, thereby assisting you with managing your specimen storage and processing within a lab for a clinical study.

By the end of this course, you should be able to understand not only the the basics of how OpenSpecimen can be configured, but also know how to choose your collection protocol, register participants, enter visit information and collect specimens, process specimen derivatives and aliquots, and manage specimen storage.


Overview of Sample lineage : the relationships of processed samples

Primary samples that are collected directly from a participant are typically processed into other sample types which are either stored or aliquoted and stored. (expand below for explanation)

 Sample Lineage

This is an example of a typical lifecycle of whole blood processed into serum or DNA and then aliquotted.

In OpenSpecimen, this hierarchical relationship is represented in a parent-child structure. Samples of any lineage can be parents of additional samples. So these relationships do not stop at the aliquot level.

  • If a specimen type changes from the parent to the child, then the child sample is ‘Derived’ from the parent.

  • If the specimen type does not change, the child specimen is considered an ‘Aliquot’.

For instance, it’s possible to make a primary cultured cell line from a frozen aliquot of PBMCs. This relationship is captured by creating a derivative from an aliquot.

OpenSpecimen uses colored dots as a visual indicator of status to show the status of a sample:

  • (green) = sample available

  • (red) = sample processed into another product and is no longer available (ie,closed)

  • (yellow) = pending

  • (grey) = missed or not collected

  • (pink) = pooled

  • (purple) = reserved

  • (blue) = distributed

 


Click on the topics below to get started!

Table of Contents

  1. Accessing OpenSpecimen

  2. Navigating Features

  3. Registering Participants

  4. Visit and Specimen Collection Entry

  5. Specimen Derivatives and Aliquots

  6. Specimen Storage

  7. Using Queries

  8. Printing Labels

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