Beginning in 2021, after approval from the NIBIB leadership and relevant NIH program officers, the CSC developed an operational plan to begin collecting samples from participants to support TUB. Recruitment was conducted in conjunction with diagnostic test validation, studies or among patients who did not qualify validation testing protocols. Standardized protocols were developed for TUB and implemented by the CSC, who provided training and quality assurance to all sites. The UMass Chan institutional review board (IRB) approved the biorepository protocol (UMass Chan IRB Docket H00022475) and acted as the central IRB to which all other recruiting sites ceded. Initially, samples collected were nasopharyngeal and mid-turbinate nasal swabs, saliva samples, venous blood, and capillary blood. AN swabs were added after initiating TUB in October 2021. Swabs were stored in media or dry tubes to meet the needs of a variety of experiments. Our protocol allowed for participants to provide sample types of their choosing and the only requirement was that they provide at least one mid-turbinate nasal swab for testing by a highly sensitive RT-PCR assay, Roche Cobas 6800, to determine subject's infection status and at least one body fluid sample for the TUB repository. Throughout the development of the methods, harmonization of recruitment procedures and data collection was prioritized and was facilitated by a shared enrollment and participant interface system developed by collaborators at the University of California San Francisco (UCSF) known as Eureka (app version v.1.8.5-1.12)12. Recruitment at domestic RADx sites occurred between May 2021 and March 2022. In addition to collection sites in the RADx network in the U.S., a partnership was developed with Stellenbosch University in South Africa and recruitment of participants occurred there between May 2022 and April 2023.
Study Population
Initial inclusion criteria for participants providing samples to the biorepository were adults ages 18 or older willing to provide the requisite samples. Patients could be symptomatic or asymptomatic at the time of recruitment and there was no restriction based on whether a recent or past COVID-19 test had been performed or the results of that testing. Patients were recruited at each participating study site according to local opportunities available, targeting areas where COVID-19 testing was difficult to obtain for community members. After the first phase of collection, pediatric participants aged 6-17 years of age were invited to participate as well, with parental consent and self-assent.
Sample Collection Procedures
All participants provided one MT swab sample for index COVID-19 testing and at least one, but up to four, additional sample(s) for the biorepository which could include: another MT swab sample, an AN swab sample, NP swab sample, a saliva sample, and/or a blood sample collected by venipuncture or fingerstick. The research samples provided were chosen by the participant at time of enrollment, through the eligibility survey delivered (Supplement 2) on the UCSF Eureka research platform. This enrollment process automatically assigned all participants with a six-digit unique participant identifier (Eureka ID). This platform also allowed the collection of standardized information from each patient including racial, ethnic, and linguistic background, COVID vaccination status, previous infections with COVID, as well as a survey of symptoms at the time of collection. Labels, each with a unique barcode ID were generated and assigned to each collected research sample. Samples were collected by a research nurse, physician, or research coordinator with specialized training. If provided, the NP sample was always collected first, followed by standard MT sample for index COVID-19 testing. Following the index COVID-19 sample collection, participants would give optional research samples, as applicable, in the following order: MT sample, AN sample, saliva sample, followed by a blood draw or fingerstick. At the time of collection, participant tracking forms were completed, listing the Eureka ID of the patient, barcode IDs of the samples collected, and the types of samples collected, including the time and date of collection (Figure 1). AN, MT, and NP sample collection swabs were immediately placed in either dry tubes or tubes containing 5mL of either universal or viral transport media. Samples were also immediately labeled with barcoded ID labels and individually placed in biohazard bags, and all samples collected from a single participant were placed together in a larger, collection biohazard bag, also labeled with a matching barcode ID label. These collection biohazard bags were temporarily stored and transported at -40°C. Blood samples were bagged separately with barcode labels affixed to them and were transported separately in their own biohazard bags at ambient temperature for prompt processing. A chain of custody form was utilized through the web platform REDCap (v. 11.0.1), in which one form was created per participant, linked using the Eureka ID and sample barcode IDs. The chain of custody form listed research samples collected, and each time they were stored or transported in ice coolers, shipping boxes, or biorepository freezers. This ensured documentation of proper storage was provided for all samples from the moment of collection.
Sample Processing and Storage
The sample management process is summarized in Figure 1. After sample collection from remote sites, MT, NP, AN, saliva, and dried blood spot samples were stored at –80°C at their respective site prior to being shipped to UMass Chan Medical School. Since not all remote collection sites had biosafety facilities adequate for pipetting potentially infectious material, research samples were shipped on dry ice at -40°C to UMass Chan Medical School for central processing in a Biosafety Level (BSL) 2+ lab. The remote sites received training for shipping Category B biological substances following International Air Transport Association (IATA) guidelines. The volume of dry ice used was determined by box size and number of samples shipped from remote collection sites to UMass Chan. Samples collected by UMass Chan were stored on dry ice at the time of collection and transported directly to a BSL 2+ lab, where the samples were handed off to biorepository staff. REDCap chain of custody logs were completed upon sample shipment to UMass Chan biorepository, denoting the change in transportation/storage location. At the UMass Chan biorepository, liquid samples (AN, MT, NP, and Saliva samples) were thawed and aliquoted into 0.5 mL aliquots and stored at -80°C, and this procedure was cataloged for future access along with chain of custody documentation. A single aliquot of either swab media or saliva was used as a template for viral genomic sequencing. Venous whole blood was processed for plasma, serum, and/or peripheral blood mononuclear cells (PBMCs) within 24 hours of collection using standard methods. After processing, plasma and serum were placed in freezers at -80ºC, while PBMCs are stored in liquid nitrogen freezers.
Site Selection
The RADx CSC onboarded several sites affiliated with the recruitment effort. These included other academic medical centers across the United States, mobile testing sites, as well as PBRNs and testing facilities across the United States. These sites were given the option to participate in recruitment for TUB in addition to any other ongoing clinical validation studies of COVID-19 diagnostics through the CSC. Participating sites are summarized in Figure 1. This allowed our bank to obtain samples from a variety of geographic areas and to target recruitment in local areas of highest prevalence, in addition to adding to the diversity of the participants. Protocols were developed to ensure intact cold-chain logistics as well as chain of custody to ensure that samples were usable. Partnership with an international partner allowed further diversification of the samples with respect to variant type, and, in some cases, before certain variants were present in the U.S.
Each participating site utilized local recruitment methods best suited to their situation and opportunities to access participants. These varied widely but included partnering with local mass testing efforts, lists of patients known to have COVID-19, mobile testing sites, and many others. Each site also used available resources to increase diversity among participants and to ensure optimal community representation. Details about how sites accomplished this are presented as Supplement 3.
Sample Cataloging
Once received and processed, specimens were recorded using an OpenSpecimen (v. 8.0-) database to track inventory. Information from OpenSpecimen was integrated with sample information from the Eureka platform using SAS (v. 9.4) to develop a comprehensive sample catalog. Metadata and sequencing information, intended to allow for utilization of the samples for specific Emergency Use Authorization (EUA) and other regulatory claims, is attached to all samples enabling requestors to select samples known to be positive or negative for SARS-CoV-2 as well as identify matched samples across different sample types. The catalog report is maintained in real-time to reflect incoming and outgoing samples to accurately reflect the current availability of samples in the bank.
Sample Allocation
The purpose of the biorepository is to facilitate rapid validation of novel diagnostics; therefore, the biorepository developed a robust but expedited review process to consider requests for samples. Information about the Biobank is distributed to potential clients via announcements on the public website and at scientific meetings, and through electronic communications with companies and investigators.
Technology developers and academic investigators can request samples specifically to validate novel diagnostics, calibrate protocols across a variety of CT values and build evidence for claims regarding both symptomatic and asymptomatic home testing. Samples for the biorepository were collected in many cases by non-healthcare professionals and by patient self-collection, adding to the validity of the samples for home testing and over-the-counter device claims.
Investigators from all sectors are invited to request samples and/or data through the Test Us Bank Resource Allocation Committee (TUBRAC) by submitting an online request to the biorepository through a public-facing REDCap form (https://qmcsecure.ummsresearch.org/surveys/?s=77J7LHARXL). Requests are reviewed on a rolling basis and evaluated on the potential of the research being conducted to advance the science of COVID-19 testing, as well as to improve knowledge about COVID-19 and SARS-CoV-2.
The standardized electronic request form consists of questions about the nature of the proposed investigation and the quantity and characteristics of required specimens is provided to interested parties. Once an initial request is received, it is first reviewed by the lab and data management teams to ensure that the requested samples are available; the team’s coordinators subsequently correspond with the requestor for additional information if needed to determine availability.
When the inventory is confirmed, the request is adjudicated by a convened “Test Us Bank Resource Allocation Committee” (TUBRAC) which responds to all requests for the bank’s resources. The TUBRAC is comprised of stakeholders from each site that contributed samples to the bank and meets as needed along with members of the data and lab teams to review pending sample requests. The committee is guided by a standard operating procedure that delineates committee procedures, consensus requirements, and the hierarchy of allocation priority. Factors including the type of requestor, number and type of sample requests, and proportion of the requests with respect to available inventory. The TUBRAC votes in real time at each meeting to approve a sample request.
Once approved, a listing of the samples with complete metadata is provided to the requestor to ensure that the samples allocated will serve the purpose of the requester. A Tissue Transfer Agreement is executed between UMass Chan Medical School and the requesting party, and a highly monitoring shipping strategy is executed to ensure that samples are appropriately handled during packing, transit, and receipt of samples.