USING FILTERS AND CREATING FAVORITE FILTERS IN ZIMS STUDBOOKS

 

ZIMS Studbooks has many filters to help you narrow your animal lists for both Living Animals and All Animals in the studbook. It also has the ability for you to create and save favorite filters to help you reduce search time.

 

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Topics Covered

Filtering Your Animal Lists

Creating Favorite Filters

 

Filtering Your Animal Lists

To filter your Animal Lists, select View List for either Living Animals or All Animals from the Studbook Dashboard. You may need to expand the filter area by using the arrow to the far right.

 

General Tab

By default, the General (Animal information) tab opens. If a box is blank the filtering is unrestricted for that field. The more fields with filters, the smaller the animal list becomes. The following filters are available:

• Status: If you are in Living Animals, the default Status is Alive. If you are in All Animals, there is no default Status.
• Taxonomy: The species/subspecies covered by the studbook are available to select from.
• Sex Type: Select as desired.
• Breeding: Select Has Bred or Has Not Bred. ZIMS will search on the Parent field.
• Transaction: Select as desired.
• Birth Type: Select as desired.
• Rearing: Select as desired.
• Parent: This does not capture the actual Parents recorded for the animal but the Parent types (i.e. MULTs, WILDs and Undetermined/Indeterminate ones).
• Between Ages: You can select the ages of the animals desired.
• Studbook ID: You can select Numerical (starting with a number), Not Numerical (starting with a letter, these are often Temporary IDs) or All

 

To run the filter, select the Search button in the lower right-hand corner.

Your selected filters will display at the top along with how many animals and institutions are in included in the Animal List.

 

Date Tab

The options are:

• As of End Date: This is the default selection and the End Date is today’s date but can be edited.
• Date Range: You can enter a Start and End Date
• No Restriction: All dates will be included.

 

When you select to Search, this filter will be added to the General filter results because we have not cleared that filter. Note how there are now fewer animals and institutions in your Animal List results grid.

 

Institution Tab

You can select specific institutions to include or exclude in the list.

• Institution/Continent/Country/Association: Enter the single or multiple institutions, geographic areas or Associations that you want to include. They will display on the right.
• Exclude Institutions: Check the box to activate the field. You cannot select regions or Associations. They will display on the far right.

 

 

Note how the number of animals and institutions continues to decrease as we have kept the filters for the previous tabs active.

 

Note that filtering by institutions may include animals that are no longer held at the institution(s) selected. If they have ever been held there, they will display in the animal list. Below we filtered by BROWNSVIL and OKLAHOMA. The MEMPHIS animal is included because it was born at OKLAHOMA.

 

UDF Tab

You can also filter by UDF fields. Select the tab and select to Add Filter.

 

 

Note Tab

You can filter in Notes by the following fields:

• Note Text: This is a free text field so much match what was entered.
• Note Type: Select from the Note Type drop down list.
• Keywords: This is a free text field so must match what was entered.
• Note Sub Type: This field is active only if a Note Type has been selected.

 

Some hints for using filters:

• Filters build on each other. If you are not getting the results you anticipated, you may have an active filter in another tab!
• Selecting the Reset button (lower right of the filter screen) will reset ALL the tabs to their defaults. If you want to reset only one tab you must manually remove the filtering.
• If the filter list becomes too long to view in entirety, select the “…” to view the entire list of filters.

 

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Creating Favorite Filters

You can save favorite filters for both the Animals and Institutions tabs. These saved filters can help save you time for commonly used filters.

 

Animals Tab

To create a saved filter for Animals, select the General (default) tab.

 

Complete the fields that you want for your filter. Above we have selected a filter for Sex = Female, Breeding = Has Bred and Rearing = Hand. The filters will display in the upper left-hand corner. Once you have selected what you desire to save, select the Save icon at the top.

 

 

To use a favorite filter, select it from the filter drop down list and select the Search button in the lower right. To reset the filter to the default, select the Reset button to the left of the Search button. To manage your favorite filter list, select the wheel icon at the top.

 

 

Institution Tab

To create a favorite filter for Institutions, select the Institution tab. Select the Institutions as desired. You can save a filter for multiple institutions. Select the Save icon to the right of the institution.

 

 

As for managing Animal favorite filters, select the wheel icon to the right of the Institution. Here you can remove any Institutions no longer wanted.

 

Institution favorite filters are available to select from when exporting to PMx and when running reports and exports. This saved filter functionality replaces the .FED file in SPARKS.

 

REMEMBER!

• For your searches and saved favorites, ZIMS looks at ALL tabs. If you want to save a favorite just for animal data, make sure that all the fields in all the other tabs are blank (unrestricted).
• When creating a favorite filter using multiple tabs, the Institution tab information will not save as part of the filter, you need to save that favorite separately using the Saved Institution field and select it when running your other favorite filter.

 

 

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Revised 5 March 2025