ZIMS for Aquatics Training Index
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Index of Topics
ZIMS for Aquatics Overview
Aquatic Functionality
Description: Highlighting the ZIMS functionality relating to aquatic exhibits. Generally, not a how-to but an overview of features available.
Features Available:
- Feature: group management
- Feature: individual management
- Feature: enclosure and life support management
- Feature: water quality measurements
- Feature: collection trips
- Feature: aquarist daily log
- Feature: reports
Related Materials:
- Aquatic Functionality : PowerPoint of ZIMS functionality for aquatic exhibits
- Benefits of Using ZIMS for Aquaria : Case Study highlighting the benefits of ZIMS
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Group Management
Simple Group Management
Description: An introduction to simple group management functionalities.
Features Available :
- What is a Group?: when you should record as a group
- Group Entities: the three types of entities that can be recorded as group
- Group Tracking: the four options for tracking the members of a group
- Group Accession: how to accession a group
- Recording a Census: recording the number in the group
- Full Disposition: how to record a disposition of the entire group
- Groups Census Search: how to search for a groups census
Related Materials:
- Simple Group Management : PowerPoint on simple groups
- Groups Census Search : Help document to using Groups Census Search
Advanced Group Management
Description: Advanced group management functionalities
Features Available:
- Census Counts: use to change tracking and group count reset
- Full versus Partial Transactions: the differences between Full (entire group) and Partial (only some group members)
- Splits and Merges: how to add and remove Group members
- Show Group History: include Notes and Observations from related groups
- Open Verses Closed Group: display in reports and searches, how to Close Out
- Group Explorer: visual depiction of a group’s history
Related Materials:
- Advanced Group Management : PowerPoint on Advanced Groups
- Animals-transactions-groups – not posted?
- Impact on Inventory Report : Help document on how recording group changes using Census counts or My Transactions will affect the Inventory Report display
- Split and Merge Search : Help document on searching for records that have Splits or Merges
Group Explorer
Description: Visual display of ins, outs and census counts for a specified group
Features Available:
- Easy to Interpret: quickly see group activity
- Hyperlinks: links to transactions and census counts of the group
Related Materials:
- Group Explorer : Help document on Group Explorer
My Transactions and Groups
Description: The options available under My Transactions to manage Groups
Features Available:
- Acquisition of a new Group: accession a group new to your institution
- Merging Groups: combining groups
- Disposition of Groups: full and partial disposition of Groups
- Splitting Groups: removing members of a group
- Report Owner/Holder Change: changing Owners/Holders for Group in Loan/Lease situations
- Record an Event: hatches in a Group of Eggs
Related Materials:
- My Transactions and Groups : Help doc on using My Transaction to manage Groups
Colonies
Description: The Colony functionality in ZIMS
Features Available:
- Recording Colony Inventory Count: how to select Colony Inventory Count
- Creating a Group record: how to create a Colony record
- Changing a Group to a Colony: how to make a Group record into a Colony record
- Changing Colony Inventory Count in a record: how to change Colony Inventory Count in a single record
Related Materials:
- Colony Management : Help document on recording and managing a Colony
- Colony Inventory and Census Counts : Help document on the difference between Colony Inventory Count and Census Count
Hatching a Group of Eggs
Description: The various options available to record the hatching of a group of eggs
Features Available:
- Scenarios: four scenarios for various options to capture what information you want to record on the group of eggs
Related Materials:
- Hatching a Group of Eggs : PowerPoint on options for hatching a group of eggs
- Hatch a Group of Eggs or Egg Mass : Help document on hatching a group of eggs
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Enclosure/Life Support/Component
Enclosure Maintenance and Water Change
Description: Recording Maintenance Requests and Maintenance Log.
Features Available :
- Feature: recording a Maintenance Request
- Feature: recording Water Change events
- Feature: scheduling Maintenance in My Calendar
- Feature: recording Maintenance
Related Materials:
- Enclosure Maintenance and Water Change : Help document on recording Maintenance Requests, water changes and general maintenance
Occupants Batch Actions
Description: How to use the Enclosure Occupants tab to perform batch actions.
Features Available :
- Feature: search filters available
- Feature: performing a batch action
Related Materials:
- Occupants Batch Actions : Help document on using enclosure occupants for batch actions
Your Enclosure Lists
Description: Creating Enclosure Lists can save data entry time by performing batch actions.
Features Available :
- Feature: creating an enclosure list
- Feature: using an enclosure list
Related Materials:
- Your Enclosure Lists : Help document on creating and using Enclosure Lists
Managing Enclosures, Life Supports and Components
Description: How to create and manage your Enclosures, Life Supports and Components.
Features Available :
- Feature: Creating Enclosures
- Feature: Creating Life Supports
- Feature: Component Inventory
- Feature: Attaching Component to Life Supports
- Feature: Attaching Life Supports to Components
- Feature: Life Support Tree Views
Related Materials:
- Enclosure and Life Support Management : Powerpoint about creating and managing Enclosures and Life Supports targeted for those users, often Local Admins, who will be creating them
- Add New Life Support : Help document for creating a new Life Support
- Component Inventory : Help document for adding new components to your inventory
- Attach Component : Help document for attaching a component to a Life Support
- Attach to Enclosure : Help document for attaching a Life Support to an Enclosure
- Life Support Tree Views : A Help document for viewing Life Supports from the enclosure or the Life Support viewpoint
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Water Quality
Measurement Range Template and Email Notification
Description: Using a Measurement Range Template to identify out of desired range measurements and set up Email notifications.
Features Available :
- Feature: creating a Measurement Range Template
- Feature: using a Measurement Range Template
- Feature: email notifications of out of range measurements
Related Materials:
- Measurement Range Template : Help in the Husbandry Topics Index.
Batch Measurement Template
Description: Save data entry time using Measurement Templates for batch entries.
Features Available :
- Feature: Creating a Measurement Template
- Feature: Using a Measurement Template
Related Materials:
- Batch Measurement Template : A Help document for creating and using the Template
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Upload Measurement Data
Description: Covers the functionality to upload data from an Excel file into a Water Quality Measurement Grid.
Features Available :
- Feature: saving a Template
- Feature: using the Template
- Feature: uploading the Template
Related Materials:
- Upload Measurement Data : A Help document for using this feature.
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Medical
Group View Plus
Description: Viewing medical records that are associated with individuals or groups that were merged into or split out of the group in focus.
Features Available :
- Feature: How to view all medical records associated with group members
Related Materials:
- Group View Plus : Help document for functionality
Enclosure Prescription/Treatment
Description: How to create an enclosure prescription/treatment and record to treatment on the enclosure.
Features Available:
- Feature: create the prescription from the Medical module
- Feature: record the treatment from the Husbandry module
Related Materials:
- Enclosure Treatment : Help document on recording Enclosure Treatments
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Collection Trip
Description: Record all the information on your Collection Trips, including accessioning animals, in one module.
Features Available:
- Feature: Recording the Collection Trip overview
- Feature: Recording the Collection Trip details (staff, location, vehicle used, permits)
- Feature: Accessioning animal collected, recording Caught & Released and Died in Transit
Related Materials:
- Collection Trips : PowerPoint covering functionality available, this is not a how to.
- Collection Trips: Help document detailing how to create a Collection Trip.
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Time Management
Aquarist Daily Log
Description: How to create and use the Aquarist Daily Log for recording information on enclosures, life supports and components.
Features Available:
- Feature: select enclosures, life supports or components
- Feature: select actions that you need to perform on these entities
- Feature: save as a draft to be completed later when all actions are performed
Related Materials:
- Aquarist Daily Log : PowerPoint on creating and using the log
- Aquarist Daily Log : Help document on creating and using the log
Animal Lists and an Aquarist’s Day in ZIMS
Description: How ZIMS can be used throughout an aquarist’s day.
Features Available:
- Feature: creating templates and logs
- Feature: creating lists
- Feature: recording water quality measurements
- Feature: recording Feed Logs
- Feature: creating a Collection Trip record
Related Materials:
- Animal Lists : Help document on Animal Lists
- An Aquarist's Day in ZIMS : PowerPoint of using ZIMS in a typical day
Husbandry Log Template
Description: How to create and use a log that helps you record data on your animals and enclosures, life supports and components.
Features Available:
- Feature: how to create a HLT
- Feature: how to use a HLT
Related Materials:
- Husbandry Log Template : PowerPoint for creating and using the Husbandry Log
- Husbandry Log Template : Help document for creating and using the Husbandry Log
- Try in ZIMS now! Log-in and permissions in ZIMS required
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Reports and Tools
Care and Welfare
Description: Create standardized data monitoring templates using the WAZA 5 domains model for animal welfare tracking.
Features Available :
- Feature: customize indicators for your organizations need
- Feature: create multiple templates supporting your welfare programs
- Feature: chart individual animal data and export
- Feature: include care and welfare metrics in the Animal Graphing Tool
Related Materials:
- Care and Welfare : Help on configuring and using this feature.
- Animal Graphing Tool : Help in the Husbandry Index.
Environmental Quality Graph Tool and Animal Graphing
Description: Allows you to graph multiple entities (Animals, care and welfare metrics, enclosures/life supports/components) and multiple measurements
Features Available :
- Feature: export environmental quality data straight to excel from the graphing tool
- Feature: graph a single measurement for a single entity
- Feature: graph multiple measurements for a single entity
- Feature: graph single measurements for multiple entities
- Feature: graph multiple measurements for multiple entities
Related Materials:
- Animal Graphing Tool : Help in the Husbandry Index.
- Environmental Quality Graph Tool : Help document for the tool
- Environmental Quality Graph Tool : PowerPoint on the tool
- Try in ZIMS now ! Exporting environmental quality graph data – log-in and permissions in ZIMS required
Wild Acquisition Report
Description: A report to assist with requirements for reporting wild collection.
Features Available :
- Feature: filters such as Water Type and Collection Method will assist aquariums
Related Materials:
- Wild Acquisitions Report : Help document for using the report
Daily Report
Description:
Features Available:
- Feature:
Related Materials:
- Daily Report : Help document for using the Daily Report
Enclosure Activity Report
Description:
Features Available:
- Feature:
Related Materials:
- Enclosure Activity Report : Help document for using the Enclosure Activity Report
Enclosure Occupants Summary Report
Description:
Features Available:
- Feature:
Related Materials:
- Enclosure Occupants Summary Report : Help document for using the Enclosure Occupants Summary Report
Preferences
Description: Basic set up of ZIMS options
Features Available:
- Feature:
Related Materials:
- General ZIMS Preferences : Help document on all the preference options in ZIMS.
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Revised 5 March 2025