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ZIMS Studbooks Data Tracking, Reports, and Tools
Using the Information in your
ZIMS Updates!This PowerPoint is up-to-date as of:
2018ZIMS is developed in an “agile” methodThis means that it is updated every two weeks, sometimes with additional releases in between!Use the link below to see if there have been any updates to this topic since the date above:http://training.species360.org/updates/
When you open your
Studbook the recent
entries you have madewill display under StudbookActivity. This is helpfulshould you get distractedand can’t remember whaty
ou had done, or if you
ome back to Studbookentry after some time away.If you don’t want to viewthis collapse the area byusing the arrow.
Datedisplays in your dashboard.Green indicates the studbook is current 0 – 3
onths ago. Orange indicates
the studbook is current 3 – 6 months ago. Red indicates it is current greater than 6months ago. Selecting
Overview from the left hand
ashboard allows you to
anage information about
The Basic Information box displays the Regional Association associated with the Studbook, the name and the total number of animals in the studbook. The
Date can be edited by youa
nd is the date that you feel the
tudbook is complete. The Start Date is also editable but should not change. It also displays when the Last Update to the studbook was and this date will be auto- updated by the application. The Description field will migrate but is editable. You can also add anySpecies Notes or Conventions/Assumptions that youare using in the studbook.
In the Taxonomy Details, also found in the Studbook Overview, you can track what taxonomy is covered by the Studbook. This Studbook contains one species level and one sub-species level taxa. The Gestation/Incubation Period
nformation is editable by the studbook keeper. The Overview also includes
ny Studbook Assignments and User Defined Fields. All of the grids in the
Overview can be downloaded to pdf or Excel.
Track GANS in the Animal List
If the animal has a ZIMS
GAN it will display in
the lists of studbookanimals. If the animalh
as never been at a
there will be no GAN tobe displayed. You can alsosearch by GAN in thesearch field.
Track Taxonomy by Individual
Within the animal record the Taxonomy is tracked. Only species
hat have been assigned to the Studbook will appear forselection.
You can check the quality of the data
in your Studbook by using the Data
Quality tool found in the left sidedashboard. The number displayedhere is the total number ofpossible data errors that you may have, not the number of records with
possible errors in them. You can refine
our search by High, Medium or Low errors. Low errors (green circle) may not even be an error such as a Temporary Studbook number. Medium errors (yellow) involve data such as contraception and transactions. High
errors (red) is data that may impact
the accuracy of your studbook such
as incorrect parental sex types or a
deceased dam at time of lay/birth.
You can also look for data errors with a specific status from your main studbook dashboard. This tool
ooks at your Draft Records in addition to your Studbook recordsso this is an easy way to know what data is still needed in your Drafts.
In the Data Quality results
grid you now have the option
to dismiss an error by selectingthe “x” to the right. This isvery helpful for species whose
normal biology makes ZIMS
see an error such as for delayed
implantation and embryonicdiapause. You can view alldismissed error by checking theDisplay Dismissed Error boxshould you wish to address themat a later date.
Tools and Reports
Also in the left hand dashboard
ou can find the various Toolsand Reports available in ZIMS for Studbooks.
The Census Report allows for multiple
ilters. This report is filtering by NorthAmerica and AZA institutions. It is alsoe
xcluding all PUBLIC facilities. If you select
he Save icon at the top you can save this filter for easy access to use again ata later date.
The Census Report displays the count taken for each year on the
date you selected when you filtered the report. It displays the
Annual Lambda (N) and the Geometric Mean. The report can be
as Excel for further manipulation.
Data Migration Validation Report
The Data Validation Report indicates if there were any issues in the migration into ZIMS for Studbooks from the previous application. These
umbers may not always need to match to be correct. ZIMS has made changes to origin transaction requirements and Local institutions which may
result in additional counts for these categories.
Data Quality DMV Report
At the top of the Data Migration Validation Report you may see some Data Quality
Errors that may have caused problems with migration. These include:
For SPARKS and
Birth/Hatch transaction is not the first eventWild capture is not the first transaction or does not follow a release or birth
A recapture transaction does not follow a release transaction
A LTF transaction is not the last transaction or follows a transaction other than
Return from LTF
Location Validation Mapping
The Location Validation Mapping Report shows if any locations/institutions
in your legacy software (SPARKS or
PopLink) mapped to a different mnemonic
n ZIMS. Geographic locations previously entered as institutions have been
mapped to actual geographic locations. The Studbook IDs of any records impacted are listed.
Re-number Temporary IDs
Selecting to Re-number Temporary IDs allows you to quickly assign permanent
Studbook IDs to your temporary records. You can do them manually as on the
ight, or have ZIMS assign them by selecting Generate All as on the left.
Animal Comparison Tool
The Animal Comparison Tool allows you to compare two records side-by-side. This is especially helpful should you think you have duplicate records.
Animal Comparison Tool
This option is also available from within
he studbook record by selecting theCompare button. The screen will displaythe current record on the left and the
ecord you choose to compare it to on
The MULT List will display a list of your MULT parents if you have any.
It also shows what records these MULTs have been used in. All studbook
IDs are hyperlinks into the records.
The columns can be sorted, customized and re-ordered. The numbers are
hyperlinks to a results grid where you can go directly into the record
The Pedigree Reports are
vailable in Tools andalso from directly withinthe animal record. You can
Antecedents (ancestors)and Siblings. The UnknownPedigree Report isavailable only under theTools menu.
Export Animal Record
From within the animal
ecord you can download the individual grids to PDF or Excel. You can also
xport the complete
animal record to PDF.
This is an example of a
Complete Animal record
xported to PDF.
Export Animal List
You can export any of your
Animal Lists. Remember to
select any filters to helplimit the export to only thea
nimals that you want
in the results.Select the Excel or pdf icon.
In addition, if you check the Show History box, when you export
the history of all the animals in it will display.
Data Entry Monitoring
You can monitor data entered
ver the past three months and“roll back” any that was incorrectlyentered using the Data Entry
Monitoring function found under
Data Entry Monitoring
Select the appropriate
tudbook under the Institution/Studbookdrop down list. High-l
ight the entry you
ant removed (rolledback) from the studbook.Then select Undo Selected.The data will be removed in the record and the details of the roll back