ZIMS Studbooks  Data Tracking, Reports
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ZIMS Studbooks Data Tracking, Reports

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ZIMS Studbooks Data Tracking, Reports




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Presentation on theme: "ZIMS Studbooks Data Tracking, Reports"— Presentation transcript:

Slide1

ZIMS Studbooks Data Tracking, Reports, and Tools

Using the Information in your

Studbook

Slide2

ZIMS Updates!This PowerPoint is up-to-date as of:

November 12

th

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/

2

Slide3

Studbook Activity

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

c

ome back to Studbookentry after some time away.If you don’t want to viewthis collapse the area byusing the arrow.

Slide4

Overview

The

Currentness

Datedisplays in your dashboard.Green indicates the studbook is current 0 – 3

m

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

d

ashboard allows you to

m

anage information about

y

our studbook.

Slide5

Basic Information

The Basic Information box displays the Regional Association associated with the Studbook, the name and the total number of animals in the studbook. The

Currentness

Date can be edited by youa

nd is the date that you feel the

s

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.

Slide6

Track Taxonomy

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

i

nformation is editable by the studbook keeper. The Overview also includes

a

ny Studbook Assignments and User Defined Fields. All of the grids in the

Overview can be downloaded to pdf or Excel.

Slide7

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

Species360 institution

there will be no GAN tobe displayed. You can alsosearch by GAN in thesearch field.

Slide8

Track Taxonomy by Individual

Within the animal record the Taxonomy is tracked. Only species

t

hat have been assigned to the Studbook will appear forselection.

Slide9

Data Quality

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

y

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.

Slide10

Data Quality

You can also look for data errors with a specific status from your main studbook dashboard. This tool

l

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.

Slide11

Dismiss Error

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.

Slide12

Tools and Reports

Also in the left hand dashboard

y

ou can find the various Toolsand Reports available in ZIMS for Studbooks.

Slide13

Census Report

The Census Report allows for multiple

f

ilters. This report is filtering by NorthAmerica and AZA institutions. It is alsoe

xcluding all PUBLIC facilities. If you select

t

he Save icon at the top you can save this filter for easy access to use again ata later date.

Slide14

Census Report

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

downloaded

as Excel for further manipulation.

Slide15

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

n

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.

Slide16

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

PopLink

:

Birth/Hatch transaction is not the first eventWild capture is not the first transaction or does not follow a release or birth

For

PopLink

:

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

Slide17

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

i

n ZIMS. Geographic locations previously entered as institutions have been

mapped to actual geographic locations. The Studbook IDs of any records impacted are listed.

Slide18

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

r

ight, or have ZIMS assign them by selecting Generate All as on the left.

Slide19

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.

Slide20

Animal Comparison Tool

This option is also available from within

t

he studbook record by selecting theCompare button. The screen will displaythe current record on the left and the

r

ecord you choose to compare it to on

the right.

Slide21

MULT List

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.

Slide22

Institutional Holdings

22

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

Slide23

Pedigree Reports

The Pedigree Reports are

a

vailable in Tools andalso from directly withinthe animal record. You can

s

elect Descendants,

Antecedents (ancestors)and Siblings. The UnknownPedigree Report isavailable only under theTools menu.

Slide24

Export Animal Record

From within the animal

r

ecord you can download the individual grids to PDF or Excel. You can also

e

xport the complete

animal record to PDF.

Slide25

Complete AnimalExport

This is an example of a

Complete Animal record

e

xported to PDF.

Slide26

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

included

in the results.Select the Excel or pdf icon.

Slide27

Show History

In addition, if you check the Show History box, when you export

the list,

the history of all the animals in it will display.

Slide28

Data Entry Monitoring

You can monitor data entered

o

ver the past three months and“roll back” any that was incorrectlyentered using the Data Entry

Monitoring function found under

Start>Security Tools.

Slide29

Data Entry Monitoring

Select the appropriate

s

tudbook under the Institution/Studbookdrop down list. High-l

ight the entry you

w

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

(date and person) will

display in the right hand

column. You cannot undo

a

Rolled Back record.

Slide30

ZIMS StudbooksData Tracking, Reports and Tools