1. ZIMS Studbooks Data Tracking, Reports, and Tools
Using the Information in your Studbook

2. Studbook Activity When you open your Studbook the recent
entries you have made
will display under Studbook
Activity. This is helpful
should you get distracted
and can’t remember what
you had done, or if you
come back to Studbook
entry after some time away.
If you don’t want to view
this collapse the area by
using the arrow.

3. Overview The Currentness Date displays in your dashboard.
Green indicates the
studbook is current 0 – 3
months ago. Orange indicates
the studbook is current 3 – 6
months ago. Red indicates it
is current greater than 6
months ago. Selecting
Overview from the left hand
dashboard allows you to
manage information about
your studbook.

4. 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 you
and is the date that you feel the studbook 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 any
Species Notes or Conventions/Assumptions that you
are using in the studbook.

5. 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
information is editable by the studbook keeper. The Overview also includes
any Studbook Assignments and User Defined Fields. All of the grids in the
Overview can be downloaded to pdf or Excel.

6. Track GANS in the Animal List
If the animal has a ZIMS
GAN it will display in
the lists of studbook
animals. If the animal
has never been at a
Species360 institution
there will be no GAN to
be displayed. You can also
search by GAN in the
search field.

7. Track Taxonomy by Individual
Within the animal record the Taxonomy is tracked. Only species
that have been assigned to the Studbook will appear for
selection.

8. Data Quality You can check the quality of the data
in your Studbook by using the Data
Quality tool found in the left side
dashboard. The number displayed
here is the total number of
possible data errors that you may
have, not the number of records with
possible errors in them. You can refine
your 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.

9. Data Quality
You can also look for data errors with a specific status from your main studbook dashboard. This tool
looks at your Draft Records in addition to your Studbook records
so this is an easy way to know what data is still needed in your Drafts.

10. Tools and Reports Also in the left hand dashboard
you can find the various Tools
and Reports available in ZIMS for Studbooks.

11. Census Report The Census Report allows for multiple
filters. This report is filtering by North
America and AZA institutions. It is also
excluding all PUBLIC facilities. If you select
the Save icon at the top you can save
this filter for easy access to use again at
a later date.

12. 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.

13. 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
numbers 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.

14. 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 event
Wild 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

15. 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
in ZIMS. Geographic locations previously entered as institutions have been
mapped to actual geographic locations. The Studbook IDs of any records
impacted are listed.

16. 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
right, or have ZIMS assign them by selecting Generate All as on the left.

17. 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.

18. Animal Comparison Tool
This option is also available from within
the studbook record by selecting the
Compare button. The screen will display
the current record on the left and the
record you choose to compare it to on
the right.

19. 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.

20. Institutional Holdings
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

21. Pedigree Reports The Pedigree Reports are available in Tools and
also from directly within
the animal record. You can
select Descendants,
Antecedents (ancestors)
and Siblings. The Unknown
Pedigree Report is
available only under the
Tools menu.

22. Export Animal Record From within the animal record you can download
the individual grids to PDF
or Excel. You can also
export the complete
animal record to PDF.

23. Complete Animal Export
This is an example of a
Complete Animal record
exported to PDF.

24. Export Animal List You can export any of your
Animal Lists. Remember to
select any filters to help
limit the export to only the
animals that you want
included in the results.
Select the Excel or pdf icon.

25. 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.

26. Data Entry Monitoring You can monitor data entered
over the past three months and
“roll back” any that was incorrectly
entered using the Data Entry
Monitoring function found under
Start>Security Tools.

27. Data Entry Monitoring Select the appropriate studbook under the
Institution/Studbook
drop down list. High-
light the entry you
want removed (rolled
back) 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.

28. Data Tracking, Reports and Tools
ZIMS Studbooks
Data Tracking, Reports and Tools