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1007 Reports and ToolsHOW TO GET ALL OF THAT DATA YOU ENTERED BACK OUT AGAIN

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Local Reports• Animal/Enclosure

Activity• Daily Report • Enclosure • Inventory

• Detail• Summary

• Animal Mortality

Global Reports• Age Distribution• Taxon• Specimen• Weight

Comparison• Population

Overview• Wild Acquisition

• TAG Export• Studbook Tools

• Loan • Note Retrieval • Peak Holding• Transaction• Specimen

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Look at the Report Filters!

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Printing and Exporting Reports

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Activity Report – -What was recorded when-Keeper Daily overview option

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Age Pyramid-How many in what age classes are there?

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Enclosure Report-What Individuals or Groups have been in this enclosure?-Can also find enclosure occupants from within the Enclosure record

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Inventory Summary Report-Who is there Physically or Who do You Own?

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Inventory Detail Report-Breaks out Physical and Ownership

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Loan Report-Who are you holding that you do not own?-Who do you own but you are not holding?

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Note Retrieval Report-What was said about what and when?

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Reports – Some New and SomeImproved!

NOTE RETRIEVAL REPORT – IMPROVED!You can now select to Group (Sort) theNote Retrieval Report by Taxonomy,Local ID, GAN, Note Date or Note Date.This gives much more flexibility to yourresults and makes it easier to find whatyou are looking for.

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Peak Holding Report-When did you have the most of what?

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Specimen Report-All the information about an Individual or Group

-From Start Menu and within the record

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Reports – Some New and SomeImproved!

SPECIMEN REPORT – IMPROVED!You can now select to run multipleSpecimen Reports from anAnimal List, a great time saverwhen selecting multiple records

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Taxon Report-Information about a specific taxonomy

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Transaction Report-What’s come in and gone out?

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Reports – Some New and SomeImproved!

TRANSACTION REPORT – IMPROVED!A Collections filter was added to theTransaction Report, allowing you toSelect just one, or multiple,Collections to include in the report.

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Weight Comparison Report-How does the weight of my gorilla compare with other gorillas?-Is our juvenile elephant gaining weight at the correct rate?

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Daily Report – New!!!

In conjunction with the development of Provisional Data, a new Daily Report was developed that allows you to include Provisional Data. This report can be run at various levels, such as using Lists, to get only the information you need. In addition there are two options for including information that are not found in other reports. Ambient temperature for the day is sourced from measurement information recorded in your top level enclosure. The non-ZIMS information free text box is to use however it is needed and this information is not stored in the ZIMS database.

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Daily Report Layout

The report is sorted bytopics such as Animal Events,Enclosure Moves, Identifiersand Weights and Lengthsfor ease of locating specificinformation recorded fora single day. The temperaturedisplays at the top and anyNon-ZIMS Information at thebottom. Any data that remainsProvisional will display with an “*” next to the row.

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Provisional Data in Other Reports

The ability to include Provisional Data hasalso been added to the Activity Report,Enclosure Activity Report and the Note Retrieval Report.

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Wild Acquisition Report – NEW!

WILD ACQUISITION REPORT - NEW!The Wild Acquisitions Report was designed to assist Aquariums with their reporting requirements, but it is very useful for Zoos also. You can run the report for specific Water Types or Collection Methods which are often specified on these reports. The various Sort options help you organize the report.23

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Enclosure Activity Report – NEW!

ENCLOSURE ACTIVITY REPORT - NEW!Users have been asking for an Activity Report onEnclosures and it is here! The Event Type ismultiple select and you can run the reportusing an Enclosure List to save time.24

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Global Permit Report – NEW!

GLOBAL PERMIT REPORT - NEW!The Global Permit Report allows you to search for various permits that institutions have marked as a Global scope. This was developed to assist the European Region members find institutions with BALAI permits, but it is useful for many regions and will hopefully encourage more facilities to mark their permits as Global scope to assist their colleagues.25

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Report Questions?

On to Tools…

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Tools and Data Quality Charts

Tools…• Species Holding• Pedigree Explorer• Group Explorer• Manage Test Panel

(Medical Only)• Manage Note Template• Manage Aquatic Daily

Log Template• Taxonomic

Inconsistency• Measurement Range

Template• Data Export

…and Charts!• Animal• Institutional• Data Securty

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Species Holding-Tells how many of a specified taxonomy are in ISIS member zoo and aquariums-Click each number to jump to active ZIMS records

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Pedigree Explorer and Taxonomic Inconsistency-Parents, children and siblings of a animal or group-And inconsistencies in the taxonomic pedigree

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Group Explorer-Splits, merges, census and Acquisition/Dispositions

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Template Management-Note Templates, show up in all detail records-Measurement Ranges control the “allowed range” for measurement values for specified enclosures

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Security Tools – Data Entry Monitoring

Transaction Monitoring is nowfound under the Security Toolsand called Data Entry Monitoring.The functionality remains thesame. Also under Security Toolsare three new Security Charts.

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Security Charts - User Activity

The first chart lets you know how many ZIMS Users you have at your institution. This facility has 19 ZIMS Users. You can then view ZIMS logins and transactions performed to get a general idea of what percentage of Users are actually using ZIMS. Over time 17 of the 19 Users have logged in and 16 have actually performed transactions. In the past month only 10 of the Users have Logged In and only 8 have Performed Transactions. Left clicking on the Logged In or Performed Transactions will bring up a grid of names and their last transaction date.

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Security Charts – IP Address Activity

The IP Address Activity displays locations where someone has logged into your ZIMS. The lower left lets you know if single sessions or IP restrictions apply.

If you want to update these accessibility settings the link takes you directly into the ZIMS Accessibility and Features in Institution Preferences. You can also restrict IP per User From the Edit ZIMS User Details page.

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Security Charts – IP Address Activity

You may wonder why most of you show logins from Turkey, India and Bloomington,Minnesota. They will display if the development/support teams have ever logged into your facility to help with an issue. By using the +/- you can zoom in for more information.

Here we can see that I logged in from Wheeling, WV, in February of last year when I was teaching the Institutional Records Keeping course there.

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Security Charts – Activity Timeline

The Activity Timeline allowsyou to view the number of Sessions and the number ofTransactions for a monthover a specified date range.A Transaction refers to a pieceof data being entered in ZIMS.At this facility the Curator isalso the records keeper andtheir busy Summer monthsimpacts data entry. It alsoindicates the busy shippingperiods of Spring and Fall.Viewing this chart may help you make staffing assignments, if possible, to capture data in a timely manner.

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Animal Charts

Several new charts that allowbetter visualization of animaldata, both at your institution andGlobally, have been created. Theseare found under the Start menu >Animals>Charts

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Animal Charts – Taxonomy/Animal Type by Animals

The Taxonomy/Animal Type Chart provides a visual of the number of animalsyou have held, if they were Individual or Group records and if they are Currentor Historical records. Hovering over the column will provide the numbers contained in the graph. You can also create a graph of information using data from all of the ZIMS database.

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Animal Charts – Taxonomy/Birth Type by Animals

The Taxonomy/Birth Type displays your institution’s Captive versus Wild Born numbers currently and historically (left graph). As always, hovering over the column gives you actual numbers for each. You can also look at numbers for the entire ZIMS database (right).

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Animal Charts – IUCN Red List, CITES and CITES EU by Animals

You can also create charts for IUCN RedList animals as well as CITES and CITES EUanimals for your institution and for theentire ZIMS database.

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Animal Charts – by Species

These same charts are available by speciesfor both your institution and the entireZIMS database.

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Institution – Data Visualizations

Under the Institution module we also added two other quick Data Visualizations – ISIS Member Maps and Data Management.

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ISIS Member Maps

The ISIS Member Maps show ISISmembers using various parameters. You can view members by Institution,Education or Association memberCategory (upper left); by Type such asZoo, Aquarium, Rehab/Rescue Centerand others (upper right); and ZIMS or ARKS use (lower left). As other maps, zooming in and hovering over the place markers you can view the institution.

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Data Management – Data Currentness

The first chart for Data Management displays thecurrentness of the data.This can help determine ifan institution is up-to-datewith data entry. You can zoom in the map using the+/- and hover over to getthe name of the facility.

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Data Management – Data Sharing Map

The Data Sharing Maps are graphics indicating what institutions you are sharing records with (left) and what institutions are sharing records with you. Hovering over displays the institution name and how many records or taxonomies are being shared. Left clicking brings up a list of the records being shared.

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Data Management – Data Sharing Column Chart

The Data Sharing Column Chart shows how sharingof records is gaining in popularity as more and moreInstitutions (over 250) are sharing with more and moreother facilities (almost 125).

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Data Management – Data Quality

The Data quality tab givesyou a pie chart of the qualityof your data. Hopefullyyou have a lot of green (NoIssues), bit of yellow(Warnings) and very little Red (Errors). We have Errorsin 72 animal or group records.

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Data Management – Data Quality

Clicking on the Errors refreshes the pie chart to indicate what the Errors actually are. We have 71 records with Obsolete Scientific Name (Historical) and 1 record with Obsolete Scientific Name (current). Left clicking on the piece of the pie will bring up a results grid that displays the records with the Errors for correction.

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Data Management – Data Quality

Half of my warnings have to do withrecords where no parents are recordedand these records should becorrected. The ones where Parents areNot in ZIMS can be treated just as awarning unless they are incorrect.

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Tools and Data Quality Questions?