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PopLink/SPARKS Functionality (currently available in ZIMS)New Studbook Functionality in ZIMS (not available in PopLink or SPARKS)SPARKS/PopLink Functionality (that is not yet available in ZIMS)*
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Create a new empty StudbookCreate a new studbook from ZIMS data for a species Age Outliers Report (find age outliers by selecting the All Animals list and sorting by age)
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Date format customizationRegional Associations have access to all studbooks and studbook data managed by their region Survival tool (PopLink only functionality)
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Studbook Overview InformationRegional Association can assign/unassign users to studbooksMx/Qx Rates (available in PMx)
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Edit Studbook Currentness Date Regional Association can create roles per user type
Select multiple types of filter category - currently you can select one at a time (multi-select currently available for status, sex, and taxonomy)
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Edit/Add/Delete Information in Studbook DescriptionRegional Associations have control over role access for user (read only, edit, delete, etc.) for functionalitySummary counts report (Many of these stats can be found using the filter tools in ZIMS)
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Edit/Add/Delete Information in Species NotesRegional Associations have control over the taxon managed within a studbookProportion for the population reproducing report (PopLink only functionality)
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Edit Gestation Period for studbookRegional Association can manage users who have not migrated to ZIMS yet (Studbook Keeper Newsfeed List)Batch edit parents in overlay (PopLink only functionality)
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Edit Max. Birth/Hatch date Range for littermatesMigrate Studbook From SPARKSBatch edit special data (SPARKS only functionality)
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Institution List - list of all institutions in ZIMSSecure login with password protectionTrack pending transfers (SPARKS only functionality) - can track this using a label in ZIMS
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View individual institution records in institution listMultiple users accessing and making edits to the studbook simultaneously Causes of death report (SPARKS only functionality)
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Sort institution lists List of all Studbooks users with access to each studbook*Note: Functionality above is planned for development in some format within ZIMS, new functionality may not duplicate legacy functionality exactly but will perform essential functions.
* Current prioritization of development includes above features and new functionality.
* Functionality above that can be accessed in different tools or by search/filter features in ZIMS are prioritized lower compared to other functionality.
* In addition, features that impact a small subset of users are prioritized lower than functionality that benefits the majority of users.
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Add "local" Institution to list (user defined institution)Pin favorite studbooks
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View list of "local" institutions added to the studbookAdd image to studbook
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Add/edit/ delete note for institution in institution list Search Studbook List
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View synonyms for a local institution in the institution listQuick access to animal lists from studbook list
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Add/edit/delete SB contact into institution list Studbook Dashboard
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Export institution lists Studbook Activity Feed for each studbook - track changes in studbook per user
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Quick search for animal - takes user to animal details Real-time Species360 Institution List
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View list of living animals Real-time updates to the Species360 global institution list
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View selected filters in animal list Indication if institution in institution list is a ZIMS institution
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Sort Animal Lists Quick search for institution in the institution list
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Manually add new animal to studbookTrack When Studbook was Last Updated
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Delete animal from StudbookEdit/Add/Delete Studbook Assumptions/Conventions (in studbook overview)
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Undo deletion of animalSystem tracks and displays the last SB ID assigned and the next SB ID to be assigned
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View list of deleted animals System tracks minimum/average/maximum gestation period for species in SB
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Temporary SB ID functionalityUser can determine which gestation period to use for calculations
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System automatically populates next SB ID/Temp ID when generating animal
Tracking of Taxonomies included in studbook
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View Animal's Basic InformationView Users assigned to the studbook
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Export Animal's Basic InformationExport User list
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Hyperlink to parents from animal's basic infoImproved Management of UDFs within the Studbook Overview
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Export complete animal details Pin/favorite animals in studbook - from animal list and animal detail screen
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Manually Add/Edit/Delete Transactions record in individual animal record
View list of recently viewed animals and navigate to their animal details
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Manually Add/Edit/Delete Parent records in individual animal recordSearch for animal in studbook by GAN
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Manually Add/Edit/Delete Sex record in individual animal recordView GAN associated with animal in animal list
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Track multiple sex records through time (multiple records)Hyperlink SB IDs throughout system to navigate directly to animal details
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Manually Add/Edit/Delete Rearing record in individual animal recordRemove/Add columns from animal lists
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Track multiple rearing records through time (multiple records)Create, save, and apply saved filters
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Manually Add/Edit/Delete Contraception record in individual animal record
View animal history within animal lists
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Track multiple contraception records through time (multiple records)Export animal lists with animal's history displayed
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Manually Add/Edit/Delete UDF record in individual animal recordDraft Animal functionality - animal can be started and saved as draft
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Manually Add/Edit/Delete Animal Notes record in individual animal record
Internal recording of MULTs
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Notes in event boxes tied to animal notes box System auto assigns MULTs for User
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Manually Add/Edit Birth TypeView list of MULTs and animals included in MULTs
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Track Multiple Parents per individual (including percentages)Dropdown of MULTs in parent grid that have been created in SB for quick selection
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Manually Add/Edit/Delete date estimates Manually Add/Edit/Delete taxonomy record in individual animal record
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Manually Add/Edit/Delete OwnershipAccept or reject all taxonomy updates for an individual taxon
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System tracks Reported By (who entered/accepted record)Tracking of Taxonomy determination
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View list of data quality errors by SB ID Improved tracking of contraception records (more options)
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Currentness date data validationSeparate box for identifiers in individual animal records
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System shows description to user about the error type Institution Identifiers automatically populate in identifier box for linked animals
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Errors categorized by severity Birth event tracked in one location (birth transaction)
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Data quality refreshed after user fixes errorDeath information can be entered in Death Information as text/description, no more death codes required
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Export list of data quality errors
Improved business rules when entering animal records- examples: cannot have a record type date before birth date, LTF must be entered before a Return from LTF
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Export to PMx from master studbookAdvances Note functionality - note type, keywords, notes tied to event records
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Census ReportAnimal activity - displays data quality errors and record changes through time within the animal detail screen
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Animal History Report (Studbook Report)Notification in animal details if animal is not at ZIMS institution
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Renumber temporary SB IDs toolNotification if animal details animal is managed in a group in Husbandry
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Antecedent list for any specimenUnlink studbook animal from Husbandry animal
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Descendant list for any specimenInstitutional record comparison for all animals that are "linked" in the SB - user can view SB data compared to Husbandry data
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Living descendant list for any specimenNotification of pending updates in the animal details record boxes
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Sibling List User accepts institutional record into the studbook (Parent, sex, taxonomy, reproduction, rearing, transactions)
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Specimens with UND/MULT Parentage and Descendants User accepts institutional record into the studbook with edit (Parent, sex, taxonomy, reproduction, rearing, transactions)
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Living specimens with UNK/MULT in pedigree Accept all parent updates
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Sort lists to view oldest/youngest animals and age outliers Accept all records for animal that has been at one institution
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Sort lists to view Lost to Follow up and animals of other status types
User rejects institutional record from the studbook (Parent, sex, taxonomy, reproduction, rearing, transactions)
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Sort lists to view animals with undetermined age estimates
Match conflicts will display for SB/Institution records that match but slightly differ (example: sex type matches but institution and SB have different date entered)
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Create overlayPending update list - changes or differences in SB and Husbandry records
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Edit overlayFilter pending update list by update type
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Delete overlayView list of Suggested Animals - animals system is suggesting user add to studbook or link to current SB animals
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Copy overlayView Suggested Animal Detail Screen
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Apply overlayLink Suggested Husbandry animal to the potential match in the studbook
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Add/Edit animal records in overlay mode for master record animals Add animal to studbook from Suggested List as a new animal
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Add/delete hypothetical animals to studbook in overlay modeManually link Suggested Animal to SB animal
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Add/Edit/delete animal records in overlay mode for hypothetical animals
Filter Suggested list by global to see all animals of studbook taxonomy
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Individual record level changes highlighted in overlay modeFilter suggested list - unlinked/linked and suggested links
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View animals added/edited in overlay mode in animal lists Export Suggested List
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Export to PMx with overlay applied Reject animal from Suggested Animal List
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Institutional Holdings report View Rejected Suggested Animal List
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Advanced PMx export (house names, UDFs, identifiers)Add Rejected Suggested Animal to the studbook
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Search studbook by notes/special dataManually link Rejected Animal to SB animal
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Search animals by identifier Link Rejected Husbandry animal to the potential match in the studbook
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Census Details report Filter Data Quality List by High, Medium, Low error types
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Select multiple status types when filtering listsTransaction monitoring - tracking of all record level changes and the ability to undo the changes
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Batch add animals Undo record level changes for animals
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Institution managed studbooks Prevents users from adding SB IDs with leading zeros
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Export Overlay to PDF or ExcelRules around deleting animal - cannot delete animal with offspring
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Delete local institutionRegional Associations member list automatically available to studbook
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Age Structure Report - filters for UDF, Taxonomy, institution, breeders
New data quality errors, example: animal living at undetermined location
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Antecedent and Descendant diagram for any specimen Add and exclude institutions from filters in the UI (previously had to know how to manipulate FED files)
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Interbirth/interhatch interval list Help Menu - training and documentation assistance including interactive walkthroughs of functionality
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Youngest/oldest males and females at first/last reproduction including median/mean ages
Migration Validation Report
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Reproductive span for males and females Location Validation Mapping Report
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Managed groups (aka social groups)Pre-migration data quality checks
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Export living animal list grouped by institutionBatch Re-number temporary IDs
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Clutch size report Animal Comparison Tool
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Seasonality reportAccess Animal Comparison tool from Animal Detail
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Navigate to list of living descendants from the unknown pedigree report
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Filter pedigree lists by living only
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Access pedigree tools from animals detail screen