Animal Management Index

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Topics Covered

Searches           Searches           Explanation of Species Counts Notes and Observations Provisional Data Entry Care and Welfare Batch Action and Animal Lists Animal Details           Basic Info           Physical Holder History           Ownership Transaction History           Weights           Contraception           Enclosure and Occupants           External Sharing           Identifiers           Parent Info           Lengths           Rearing           Taxonomy / Sex Type / Collection           Alerts           Images           Clutch/Litter ID           Nest ID

Animal More Details           Development Milestones           Training Information           Feed Logs           Enrichment           Responsible Party           Birth/Hatch and Event Locations           Permits           Life Stages           Management Plan           Major Life Event Transactions           Accessions and Dispositions           Fetuses and Birth Events           Pending Transactions           Incomplete Accessions           Incomplete Dispositions Group Management Egg Management Estimating Dates

 

Searches

         Searches

o        Description: How to Search within the Husbandry module

o        Features:     

          Start search

          Dashboard search

          Animal Simple search

          Animal Advanced Search

          Favourite search filters     

o        Related Materials:

          Animal Searches : Help document on the various ways to find animals in ZIMS

         Explanation of Species Counts

o        Description: Various ways to find species counts and why they are different

o        Features:

          Why species counts are different          

o        Related Materials:

• Explanation of Species Counts : Help document that explains the differences in species counts

 

Back to Topics Covered

 

Transactions

         Accessions and Dispositions

o        Description: How to record Accessions and Dispositions including simple Births and Deaths

o        Features:

          Best Practices for Accessions

          Auto-increment Local IDs

          Time Saving Accessions

          Recording new Accessions

          Recording Visits

          Recording Dispositions

o        Related Materials:

          Best Practices for Accessions : Document on the Best Practices for Accessions

          Auto-increment Local IDs : Help document on how to auto-increment your Local IDs

          Time Saving Accessions : Help document on time saving Accessions options

          Accessions : Help document on new Individual Accessions (with links to other entity Accessions)

          Recording Visits : Help document on recording Visits

          Dispositions : Help document on recording Dispositions

          Third Party Transactions : Examples of complicated three-party transactions in ZIMS.

         Fetuses and Birth Events

o        Description: Recording Fetuses and events related to Then

o        Features:     

          Recording a Fetus

          Recording a Birth Event

          Recording a Fetal Death    

o        Related Materials:

          Fetuses and Birth Events : Help document on recorded Fetuses and Birth/Death Events

         Pending Transactions

o        Description: How to complete Pending Transactions

o        Features:

          Why Pending Transactions are important

          How to complete Pending Transactions

          Completing difficult Pendings

o        Related Materials: Pending Transactions : Help document on Pending Transactions

         Incomplete Accessions

o        Description: How to create and complete Incomplete Accessions

o        Features:

          How an Incomplete Accession is created

          How an Incomplete Accession is completed

o        Related Materials:

          Incomplete Accessions : Help document on creating and associating Incomplete Accessions

         Incomplete Dispositions

o        Description: How to create and complete Incomplete Dispositions

o        Features:

          How an Incomplete Disposition is created

          How an Incomplete Disposition is completed

          Finalization of Death Terms

o        Related Materials:

          Incomplete Dispositions : Help document on Incomplete Dispositions

 

 

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Group Management

Description: How to manage Groups

Features:

          Simple Group Management

          Advanced Group Management

          Group Explorer

          My Transactions and Groups

          Colonies

          Hatching a Group of Eggs

Related Materials:

          Aquatics Index : See topic Group Management

 

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Egg Management

Description: How to record information involving eggs

Features:

• Recording an Egg or Group or Eggs/Egg Mass
• Recording a Hatch Event for single/group of eggs
• Recording Death/Disposition of a single/group of eggs
• Splitting/Merging a Group of Eggs
• Eggs in Reports           

Related Materials:

• Managing Eggs : Help document on Managing Eggs

 

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Estimating Dates

• Description: When and how to estimate dates
• Features:

o        When dates should be estimated

o        How to record Estimated Dates

          Related Materials:

o        Estimating Dates : Help document on estimating dates

 

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Animal Details

         Basic Info

o        Description: What displays in the Basic Info grid

o        Features:

          Source of the information

          What information can be edited/updated and where you can do so

o        Related Materials:

          Basic Info : Help document on the source of the information and what can be edited and where

         Physical Holder History

o        Description: How to interpret the Physical Holder History grid

o        Features:

          What the columns mean

          How to follow the transaction flow

o        Related Materials:

          Physical Holder History : Help document on understanding the grid

 

         Ownership Transaction History

o        Description: How to interpret the Ownership Transaction History grid

o        Features:

          What the columns mean

          How to follow the flow

o        Related Materials:

          Ownership Transaction History : Help document on understanding the grid

 

         Weights

o        Description: Adding weights to an animal record and viewing weight graphs

o        Features:

          Adding weights

          Viewing Weight Graph and evaluating questionable weights        

o        Related Materials:

          Animal Weights : Help document on recording weights

 

         Contraception

o        Description: How to use the Contraception grid

o        Features:

          Adding Contraception

          Marking Contraception Inactive

          Searching for Contracepted animals

o        Related Materials:

          Contraception : Help document on Contraception

 

         Enclosure and Occupants

o        Description: Moving Animals between Enclosures and using Occupants tab

o        Features:

          Current and Historical moves

          Recording moves when Allow Multiple Enclosure Assignments is selected

          Recording Batch Enclosure Moves

          Using the Occupants tab

o        Related Materials:

          Animal Enclosure Moves : Help document on moving animals between Enclosures

          Occupants Batch Actions : Help document on moving animals between Enclosures

          Batch Actions on Occupants Tab : PowerPoint on using the Occupants tab to perform batch actions

 

         External Sharing

o        Description: What data is shown Globally by default and what shoes when a record is Externally Shared

o        Features:

          Data shared globally by default

          Data shared with External Sharing

          How to share a record

          Finding records shared with you

o        Related Materials:

          External Sharing :Help document on Global Data and External Sharing

 

         Identifiers

o        Description: Adding, editing and deleting Identifiers

o        Features:

          Adding Identifiers

          Logical versus Physical Identifiers

          Editing Identifiers

          Transponders

          Accepting another institution’s Identifier as your own

o        Related Materials:

          Accepting an Identifier : PowerPoint on how to accept another institution’s Identifier as your own

          Adding and Editing Identifiers : Help document for how to add and edit identifiers

          Managing Transponders : Help document on how to manage the transponder inventory and record transponders in an animal record

 

         Parent Info

o        Description: How to record and edit Parents

o        Features:

          Adding and Editing Parents

          Adding Parents not in ZIMS

          Recording Unsexed Animals as Parents

          Recording a Single Parent

o        Related Materials:

          Adding and Editing Parents : Help document on adding and editing Parents

          Recording Single Parent : Help document for recording parents for asexual or parthenogenic reproduction

 

         Lengths

o        Description: Recording length measurements

o        Features:

          Adding a new length measurement

          Editing/deleting length measurements

          Graphing length measurements

o        Related Materials:

          Adding Lengths : Help document on recording length measurements

 

         Rearing

o        Description: How to record Rearing information

o        Features:

          Recording Rearing during an Accession

          Adding/editing/u[dating Rearing from within the record

o        Related Materials:

          Adding Rearing : Help document on recording Rearing

 

         Taxonomy / Sex Type / Collection

o        Description: Making changes/additions to Taxonomy, Sex Type and Contraception

o        Features:

          Edit/add taxonomy within the record

          Edit sex or record a Sex Change Event

          Assign a Collection and record a Collection Change event

o        Related Materials:

          Taxonomy Change : Help document on editing and adding taxonomy within the record

          Editing Sex : Help document on adding a sex and adding a new sex

          Assigning Collections : Help document on assigning Collections to a record

 

         Alerts

o        Description: Adding Animal Alerts

o        Features:

          How to add Animal Alerts

          How to manage Animal Alerts in My Calendar

o        Related Materials:

          Adding Alerts : Help document on adding Animal Alerts

          Alert Search : Help document on finding your Animal Alerts

          Managing the Calendar : Help with the Calendar in ZIMS

 

         Images

o        Description: Where and how to add images in ZIMS

o        Features:

          Where you can add images

          How to resize your images

o        Related Materials:

          Adding Images : Help document on how and where you can add images in ZIMS

 

         Clutch/Litter ID

o        Description: Where to add/edit Clutch/Litter ID

o        Features:

          Where to add/edit Clutch/Litter ID

          Where Clutch/Litter is displayed in the animal record

o        Related Materials:

          Clutch/Litter ID : Help document on how to record, assign and edit a Clutch/Litter

          Clutch/Litter Search : Help document on finding your Clutches/Litters

 

         Nest ID

o        Description: Where to add/edit Nest ID

o        Features:

          Where to add/edit Nest ID

          Where Nest ID is displayed in the animal record

o        Related Materials:

          Nest ID : Help document on recording Nest ID

Back to Topics Covered

 

Animal More Details

         Development Milestones

o        Description: Adding Development Milestones

o        Features:

          What a Milestone is

          Adding Milestones

o        Related Materials:

          Development Milestones : Help document on recording Development Milestones

 

         Training Information

o        Description: How to use the Training grid

o        Features:

          Creating a Training Definition

          Editing and Deleting a Training Definition

          Assigning Training to an Animal

          Recording Training Sessions

          Changing Training Status

o        Related Materials:

          Training Grid : PowerPoint on capturing Training information

          Training Definitions Search : Help document on searching for your Training Definitions

          Training : Help document on using the Training grid

 

         Feed Logs

o        Description: Creating a Feed Log Record

o        Features:

          Using the Feed Log

          Searching the Feed Log records

o        Related Materials:

          Feed Log Grid : Help document for using the Feed Log grid

          Feed Log : PowerPoint on using the Feed Log

 

         Enrichment

o        Description: How to use the Enrichment grid

o        Features:

          How to create an Enrichment Item

          How to assign an Item to a record

          How to record a session using the Item

o        Related Materials:

          Enrichment PPT : PowerPoint on using the Enrichment grid

          Enrichment Grid : Help document on using the Enrichment grid

 

         Responsible Party

o        Description: Using the Responsible Party grid

o        Features:

          How to add a Responsible Party

          How to mark a Responsible Party Inactive

          How to search for a Responsible Party

o        Related Materials:

          Responsible Party : Help document on using the Responsible Party grid

 

         Birth/Hatch Date and Event Locations

o        Description: How to use the Birth/Hate Date and Event Location grid

o        Features:

          What information is captured

          What data can be edited from the grid

          What data can be added from the grid

o        Related Materials:

          Event Locations

 

         Permits

o        Description: How to Assign Permits to a record

o        Features:

          How to Assign a Permit

          How to Edit/Delete a Permit

o        Related Materials:

          Assigning Permits : Help document on assigning Permits to an animal record

 

         Life Stages

o        Description: How to record Life Stages

o        Features:

          What a Life Stage is

          How to add Life Stages

o        Related Materials:

          Life Stages : Help document on recording Life Stages

 

         Management Plan

o        Description: How to record Management Plans

o        Features:

          Recording Management Plans

          Updating Management Plans

o        Related Materials:

          Management Plan : Help document on recording Management Plans

 

         Major Life Event

o        Description: Viewing the Major Life Events tab

o        Features:

          What is displayed in the Major Life Events tab

o        Related Materials:

          Major Life Events : Help document on the Major Life Events tab

 

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Notes and Observations

Description: How to record Notes and Observations

Features:

• The difference between a Note and an Observation
• Recording a Note or Observation
• How to write good Notes 
• Using Voice Recognition  
• How to edit Notes sourced from other data entry screens
• Searching for Notes and Observations 
• Note Templates   

Related Materials:

• Writing Good Notes : A Tips and Tricks recorded Webinar on writing good Notes
• Voice Recognition : Help document on using Voice Recognition
• Adding Notes or Observations : Help document on adding Notes/Observations
• Editing Notes : Help document on editing Notes sourced from other data entry screens
• Note Templates : Help document on managing Note Templates
• Best Practices for Notes : PowerPoint on Notes and Observations geared at non-records keeping staff entries
• Note Definitions and Sharing : Excel file with the definitions of Note Types and Subtypes and global sharing status

 

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Provisional Data Entry

Description: How to set up and use Provisional Data Entry

Features:

• How to activate the functionality
• How to enter and recognize Provisional Data
• How to Approve/Reject Provisional Data
• Provisional Data in Reports           

Related Materials:

• Provisional Help – Help document on Provisional Data Entry
• Provisional PPT – PowerPoint on Provisional Data Entry

 

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Care and Welfare

Description: How to use the Care and Welfare module

Features:

• How to activate the module
• How to configure Indicators
• How to create and use Templates
• How to use Charts
• Best Practice Suggestions
• Editing Rules         

Related Materials:

• Care and Welfare – Help document on using the module
• Care and Welfare PPT – PowerPoint on using the module
• Global Indicators – Excel file with descriptions of the Species360 Global Indicators

 

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Batch Actions and Animal Lists

 

Description: How to create and use Animal Lists and save data entry time by using Batch Actions

Features:

• Creating Animal Lists 
• Recording Batch Actions
• Difference between single and custom entries      

Related Materials:

• Animal Lists : Help document on Animal Lists
• Batch Actions : Help document on recording Batch Actions

 

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Revised 5 March 2025