WWT ZIMS TRAINING
MANUAL
Updated 25th September 2013
1
HOW TO LOG ON
In order to log on to ZIMS you will need to have registered with ISIS first. The link below will
take you through the process. Please contact your local administrator to provide you with
your mnemonic before you begin.
https://www.isis.org/pages/Register.aspx
Once you have registered with ISIS your local administrator will receive an email from ISIS to
confirm your identity. Once this has been confirmed and your local administrator has
entered your details onto ZIMS you can log onto ZIMS using the username and password
you registered at the ISIS website; using the link below.
https://zims.isis.org/
2
ANIMAL KEEPER HOW TO INFORMATION
Find a current animal using its identifier (local id, ring number, house name)
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Click on start button
Click on search for local animals box
Enter identifier in box
Click on animal record
Animal record will appear
Find an animal’s records once it has left the collection using its identifier
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Click on Start
Hover on Animals
Click on Search
Click on Animal Advance Search
Select All animals in top box
Enter identifier in Identifier box
Press enter or scroll down to Search and click
Search results appear - click on animal ID number
Animal record will appear
Start
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Search for all current records of a species (using the search bar for current holding)
and add a batch event, note, enclosure move etc.
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Click on Start
Hover on Animals
Click on Search
Type species name in Taxonomy box (can use common name or scientific name)
Press enter or scroll down to Search and click
Search results appear showing all individuals currently in collection
To add batch events select all and click on Action for selected animal(s) tab
a. Click make a simple batch action (for selected animals)
b. Click on arrow for drop down box and select event
c. Click single entry for all animals and fill in box (look up how to later in
manual)
Search bar can be opened and closed using two arrow button
Action for selected animal(s)
Search for all of a species (using taxon report for specific date info)
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Click on Start
Hover on Reports
Click on Taxon Report
Enter report start date
Enter report end date
Enter species name in taxonomic scope
Enter more details if want to search for specific sex etc
Click run report
Report will appear. Click on export to PDF to create a PDF
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Search for animals in an enclosure
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Click on Start
Hover on Enclosures
Click on Enclosures
Click on Tree view
Find enclosure required and double click on it
Enclosure will appear
In occupants box ( top right hand corner) click on click here for details
All current occupants appear if recorded as a group the ratio will appear under sex
ratio, if recorded as an individual then its sex will appear
9. If required could create a PDF report using PDF button and exporting
Occupants
Groups of animals will appear as the ratio, individuals as their sex
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When entering a date you can use the calendar at side of date box or enter it manually but
do not include punctuation. You may need to change your preferences to UK date, if so
please contact the Animal Registrar for help.
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How to add weekly census reports for species managed in a group
1. Click on start button
2. Enter the id of group record in search box and press enter
3. Group record will appear
4. Find census info box and click on Click here for details
5. Click on Actions
6. Select Add new
7. Enter date of census
8. In Census method select count- educated
9. Enter current census into table (male, female and unknown)
10. Click save
Weights
Identifiers
Census Info
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When entering any info onto ZIMS the boxes marked with a red asterisk * must be filled in in
order to submit the data onto ZIMS. All other boxes should be filled in if the information is
available or relevant.
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Record a ring change
1. Find the animal’s records
2. Look right for Identifier box and click on Click here for details
3. Click on Actions
4. Click on add physical identifier
5. Enter date
6. For identifier type select appropriate type (e.g. Band – split)
7. Enter ring number in identifier box
8. Change status to Active
9. Tick preferred identifier
10. Click OK
11. Click save
12. Return to identifier box in individuals record and highlight old ring number
13. Click on Actions
14. Click View/Edit Identifier
15. Click Edit mode
16. Change status to either removed or lost
17. Click save
Add a weight to an individual
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Find the animal’s records
Find weights box and click on Click here for details
Click on Actions
Select Add new
Enter date
Enter measurement type (live weight or dead weight)
Enter weight (measurements default as grams)
Click save
Click view weight graph for graph
View weight graph
Can export data to excel for further study
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How to add weights to multiple individuals taken on the same day to an
existing template
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Click on Start
Hover on Animals
Click on Search
Click on Batch measurements
Click on Weight measurement templates
Click on add new record
In template box click on drop down box and select template name (e.g. Baby
Flamingo weights)
8. All individuals added to that template will appear
9. Enter correct weight to individual animals
10. Select date of measurement
11. Enter measured by if you wish (and on ZIMS)
12. Click Save
13. The weight will now automatically be added to individuals record
Batch measurements
Contact your local administrator if you wish to create a measurement template.
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Recording a note on an animal’s records
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Find the animal’s records
Click on the Notes and Observations tab at top of records
Click on Actions
Click on add new note
Enter date (enter numbers only no /., required)
Enter note type (see Appendix 1)
Enter note sub type (see Appendix 1)
Record note
a. If a note template has been set up for this note select from the drop down
box in note templates and fill in required areas
9. Click save
Notes and Observations
Contact your local administrator if you wish to create a note template
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How to record an enclosure move
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Find the animal’s records
Find enclosures box and click on Click here for details
Click on Actions
Click on record current enclosure
Enter Move Date (enter numbers only no /., required)
Enter new enclosure in Destination Enclosure
For Transfer Reason select management
Click save
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When information is saved on ZIMS a box will appear in the right bottom corner confirming
the action was successfully saved. If you made an error then the action can be undone by
clicking on Undo your changes.
Undo your changes
Animal tab
Report tab
Enclosure tab
If you want to switch between the Animal, Report and Enclosure screens you can do so by
clicking on tabs at bottom of page.
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ZIMS REGISTRAR HOW TO INFORMATION
How to remove an individual from a group record
1. Find individual record using its ring number and note the group it is in
2. Go to the individual’s record
3. Click on My Transactions tab
4. Click add transaction
5. Hover on acquisition and click on split this animal from another group
6. Enter date of split (enter numbers only no /., required)
7. Enter group name in ‘split from’ box and select
8. Select Medical (non routine) in ‘Reason for split’ box
9. Select enclosure where the animal was in ‘enclosure’ box
10. Select Main institution animal collection for ‘Collection’ box
11. Click add to transaction list
12. Click Save All Changes
13. The animal is now recorded as an individual on ZIMS
How to add an individual to an existing group record
1. Find individual record using its ring number and note the group it is going in
2. Go to the individual’s record
3. Click on My Transactions tab
4. Click add transaction
5. Hover on dispositions and click on merge this animal into a group
6. Enter date of merge (enter numbers only no /., required)
7. Enter any other individuals to also enter the group (using local id)
8. Enter group id in target group box
9. Enter routine management in Reason for Merge
10. Click add to transaction list
11. Click Save All Changes
12. The animal is now merged into the group and the census will automatically increase
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How to record a death of an individual
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Find the animal’s records
If managed in a group remove from group first then
Click on My Transactions tab
Click add transaction
Hover on dispositions and click on death
Enter date of death (enter numbers only no /., required)
In Manner of Death box select either natural or euthanasia, medical depending on
how it died
8. Tick submitted for necropsy if body has gone to be Post Mortemed
9. Click add to transaction list
10. Click Save All Changes
11. Click on Details and the animal will be recorded as dead
How to record an individual has departed from your collection
1. Find the animal’s records
2. If managed in a group remove from group first then
3. Click on My Transactions tab
4. Click add transaction
5. Hover on dispositions and click on To Another Institution
6. Enter date of departure (enter numbers only no /., required)
7. In Terms box select Donation to (Physical and Ownership)
8. Enter the receiving institution in the Receiver box
9. In receiver local id select Undetermined
10. Click add to transaction list
11. Click Save All Changes
12. Click on Details and the animal will be recorded as pending
13. Email Animal Registrar with info on departures on a monthly basis
Add transactions
Save All Changes
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My Transactions
How to enter a new animal from birth if parents are unknown
1. Click on Accessions hover over Individual animal and click on Birth Hatch
2. If entering more than one animal of the same species and sex tick batch accession
and entered local ids (make a note of local id(s))
3. Record birth/hatch date (normally 01.07.2013)
4. Select estimate and recorded range (01.04.2013 – 30.09.2013)
5. In Birth type box select captive
6. In Terms box select Birth/hatch (physical and ownership)
7. In Collection box select Main institution animal collection
8. Select enclosure as the enclosure bird is in now (i.e. duckery)
9. Click Add/Edit parent info and select undetermined for both sire and dam and click
save
10. Taxonomy enter common or scientific name
11. Sex ( undetermined if not known)
12. Click save
13. Search for each new animal using their local id and enter their identifier information
(ring number) immediately.
Actions
If adding more than one click batch accessions
If entering only one ZIMS will automatically enter new local id here
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How to enter a new animal from birth if one or both parents are known
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Find the parents local id by finding them using their ring number
Go to one of the parents record
Click on Actions
Click on Add offspring from this animal
If entering more than one animal from the same parents tick batch accession and
entered local ids (make a note of local id(s))
6. Record birth/hatch date (if not known use 01.07.2013)
a. If not known then select estimate and recorded range 01.04.2013 –
30.09.2013)
7. In Birth type box select captive
8. In Terms box select Birth/hatch (physical and ownership)
9. In Collection box select Main institution animal collection
10. Select enclosure as the enclosure bird is in now (i.e. duckery)
11. Click on parent info and click Add new
12. Enter other parents local id
13. Click next
14. Highlight parent and click pick selected animal
15. Click save
16. Click save
17. Taxonomy box will have been filled in automatically when parents selected
18. Sex ( undetermined if not known)
19. Click save
20. Search for each new animal added and enter their identifier information
immediately.
How to create a group by merging two individuals together
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Find the local ids of the two individuals to form the new group
Go to one of the individuals record
Click on My Transactions tab
Click on Add transaction, hover on disposition and click on merge two
individuals/groups into a new group
5. Enter date
6. Enter local id of other individual to form the group into additional individual /group
box
7. ZIMS will automatically add new local id into New Group local id box
8. Add enclosure
9. Select Main Institution Animal collection in drop down box for collection
10. In Reason for merge select routine management from drop down box
11. Add a note if required
12. Click Add to transactions list
13. Click save all changes
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How to add a transponder to an individual’s record
1. Find the animal’s records
2. Look right for Identifier box and click on Click here for details
3. Click on Actions
4. Click Add/assign transponder
5. Click Add new transponder
6. Enter the long number into transponder id box
7. Click save
8. Number will appear in Transponder id box
9. Tick implementation information and enter the date
10. Click save
Add new transponder
How to view information that staff members have entered onto ZIMS
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Click on Start
Hover on Reports
Click on Activity Report
Enter Report start date
Enter Report end date
In date range filter select both
In Entered by select staff member
Click run report
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This information should be used to see what happened when you were away without having
to ask staff (assuming your staff enter the data regularly) or for a manager to see what’s
happening in different parts of your institution.
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Create a Collection Inventory (create a 6 column list or a current census)
1. Click on Start
2. Hover on Reports
3. Click on Inventory summary Report
4. Keep animalia in taxonomic scope (the report will be for all animals then)
5. Change taxonomic resolution to subspecies
6. Enter Report start date (enter 1st Jan – 31st Dec to create annual inventory)
7. Enter Report end date (enter today’s date as start and end to create current census)
8. Click run report
9. Can export report to PDF using export to the selected format drop down box
10. A PDF can be saved and sent via email to local authorities
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When creating an annual collection inventory for submission to your local authority enter
the following dates. Report start date = 1st January YEAR: Report end date = 31st December
YEAR.
Keep as Animalia
Change to sub species
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How to create an age pyramid report (to observe age distribution through a species)
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Click on Start
Hover on Reports
Click on Age pyramid
In Taxonomic scope select required species or sub species
Untick include taxonomy below selected level
Keep my animals only ticked
Click run report
Can export report to PDF using export to the selected format drop down box and
selecting PDF
How to set up a note template
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Click on Start
Hover on Tools
Click on Manage Note template
Click on add new template
Enter template name in name
Enter template details in box
Tick boxes if template is required to be shared and or editable by others
Click save
Templates can be edited and deleted from here also
How to set up a measurement template
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Click on Start
Hover on Animals
Click on Search
Click on Batch measurements (top right hand of sceen)
Hover on weight measurement
Click on new template
Enter template name
Enter creation date and created by
In Animals box enter the animals to be include in template (enter by GAN, local id or
identifier)
10. In measurement box click on Add new
11. Select measurement type from drop down box
12. Select unit of measure (UOM) from drop down box
13. Click save for the measurement selected
14. When all measurements and animals have been added click save at bottom right
hand corner of box
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How to create a population overview of a specific species of interest
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Click on Start
Hover on Reports
Click on Population Overview
In taxonomic scope select the species you wish to study
Select the range you require to search
Click run report
To understand the report click on Explanations and Assumptions
How to look up Physiological References
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Click on Start
Hover on Physiological References
Click on Standard international units
Find species required and click on it
Physiological references appear
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If you use a search regularly you can save the search criteria by clicking on save symbol and
naming the favourite search. You can then select it from the favourite search filters drop
down box.
How to create a transaction report (to find individuals that have been born, died
arrived or departed on specific dates or from a specific institution)
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Click on Start
Hover on Reports
Click on Transaction report
Enter Report start date (enter numbers only no /., required or use calendar)
Enter Report end date (enter numbers only no /., required or use calendar)
In taxonomic scope select the taxonomic level you wish to search (i.e. species, genus,
family etc). If all animals required keep as animalia
7. In transaction type box select the transaction you require
8. Click run report
9. Can export report to PDF using export to the selected format drop down box and
selecting PDF
Untick boxes to select required transaction
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How to create a note retrieval report (to find specific info i.e. limping bird notes)
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Click on Start
Hover on Reports
Click on Note Retrieval
In taxonomic scope select the taxonomic level you wish to search (i.e. species,
genus, family etc). If all animals required keep as animalia
5. Enter Report start date
6. Enter Report end date
7. In Search for Text String enter the phrase you want to find (i.e. limping)
8. In Note type leave to show all or be specific by selecting note type
9. Click run report
10. Can export report to PDF using export to the selected format drop down box and
selecting PDF
By selecting a specific note and sub note the search can be refined
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Appendix 1
Examples of
EXAMPLE
Limping,
blood seen,
swollen eye
Action
requiring note
Observed
medical
problem
KEY
WORDS
LIMP, EYE.
INJURY etc
Panacur, vet
examined
Medical
Treatment
WORMING, Animal care
VET CHECK
etc
Medical
Treatment
Condition
cleared up or
need further
attention
DVE or
Ivomec
Overgrown
beak
Flamingo foot
issues
Medical
outcome
OUTCOME
Animal care
Medical
Observation
Animal care
Vaccination
Dosage
Animal care
Beak Care
Action taken
Animal care
Foot
management
Condition of feet
Management
Management
Plan
Record when next
screening is due and
when ATB removal is
due from LWC only
Routine
health
screening
Routine
vaccination
Requires beak
management
Record of
condition of
feet
ATB or chytrid
screening
NOTE TYPE
Animal care
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NOTE SUB
TYPE
Medical
Observation
INCLUDE IN NOTE
Management
decision i.e. wait and
observe, call vet, non
vet action, moved
enclosures (bullying)
etc.
Dosage, whether
repeat is necessary
action required to
prevent in future.
Required action.