Institutional Records Keeping

« Back to Professional Training Courses

INSTITUTIONAL RECORD KEEPING




ZIMS and beyond!

Next Offered:
February 4-9, 2013
Oglebay Resort
Wheeling, WV

 

Course Description

Institutional Records Keeping offers students the theory and mechanics of animal records-keeping and identifies the important role accurate records play in successful animal management not only within the institution but also in regional and global cooperative species management programs.  This course offers students training that will integrate best practices for accurate data entry and standardization of data along with technical instruction.  This instruction is in the most updated application of ISIS’ Zoological Information Management System – ZIMS 2012 - which will be deployed in early 2012. This course provides students exposure to the most current technology that defines the future of animal records keeping.

Tuition & Expenses

Early Bird Rates:
$850 for AZA Individual Members 
$950 for Non-members 
Regular Rates:
$950 for AZA Individual Members 
$1050 for Non-members 

Optional Fees:

$20 for Continuing Education Units (CEUs) - this option is available to anyone
$1,000 for graduate credit as a student in George Mason University's Zoo & Aquarium Leadership program
$1,480.75 for graduate credit as an in-state (Virginia) student not enrolled in George Mason University
$3,427.00 for graduate credit as an out-of-state student not enrolled in George Mason University

Use the Expense Estimation worksheet to calculate the total cost of attending, including registration, hotel, transportation and meals.

Scholarship funding is available through a competitive process.

Target Audience

This course is designed for records keepers, registrars, ZIMS users, curators, collection managers, records specialists, records managers, and information specialists.

Prerequisites

None.  Priority will be given to individuals associated with AZA accredited institutions. If you are not employed by a zoo or aquarium, please submit a letter describing your interest in taking the course; instructors will then determine whether the class would suit your needs.  

Course Registration

 

 

 

Checks sent for course payment will be cashed immediately upon receipt as per standard business practices.  Cashing your check does not indicate that you have been accepted into a course. You will receive an acceptance email or waitlist email once acceptance decisions are made.

Travel & Accommodations

Pittsburgh International Airport (PIT) is the closest airport. Airport Limousine Plus and First Class Limo provide a shuttle service between PIT and the hotel.

Course participants stay at Oglebay Resort & Conference Center in Wheeling, West Virginia and classes meet on-site.

Please wait until you are admitted into the course before making your reservations. You will receive an email containing detailed information regarding your accommodations and transportation once you are admitted.

Course Topics & Instructors

Topic 101: Introduction: Records and Data                                     Schwartz

Status of biodiversity

History and evolution of record-keeping

Importance of accurate record-keeping

 

Topic 102: ZIMS – Getting Started                                                          ISIS Staff

Introduction to ZIMS 2012 application – hosting and security information

 

Topic 103: Accessions into ZIMS                                                                 Miller

Initial accessions into ZIMS

Differences of acquisitions from ZIMS versus non-ZIMS institutions

Data entry for all modes of acquisitions besides births

 

Topic 104: Dispositions                                                                                 Miller

Differences of dispositions to ZIMS versus non-ZIMS institutions

Data entry for all dispositions except for deaths

 

Topic 105: Accessions - Births; Dispositions - Deaths                               Favata

Principles of birth accessions and death dispositions

Data entry for birth accessions and death dispositions

 

Topic 106: Estimating Dates                                                             Miller

When to use estimated dates

How to select appropriate type of estimated date

 

Topic 107: Organization of My Institution                                                   Miller

Organizing your staff and creating Roles

Teams and Departments

Collections

Adding local institutions

 

Topic 108: Notes and Observations                                                             Miller

Purpose of Notes and Observations

Defining the difference between recording a Note or an Observation

 

Topic 109: Enclosure Organization                                                               Miller

Developing the Enclosure Tree

Recording Enclosure dimensions and barriers

Adding plants, furniture, substrates and planned taxa

Merging Enclosures (physical and data quality)

 

Topic 110: Animal Identifiers                                                                        McDuffie

Recording Identifiers

Creating and managing the Transponder Inventory

 

Topic 111: Animal Measurements                                                                McDuffie

Recording animal weights

Recording animal lengths

 

Topic 112: Sex and Contraception                                                                Miller

Defining Sex Types and how to record

Defining Contraception Types and how to record them

Local versus global sex display

Topic 113: Transactions (between ISIS members)                          Miller

How to send and receive animals between ISIS members

The pending transactions tab actions

Receiver initiated transactions

 

Topic 114: Communication                                                                            Schwartz

Basic communication skills

Emotional Intelligence factors in effective communication

Social networking

Topic 115: ISIS Community Portal and ZIMS                                             ISIS Staff

Single sign-on accounts

My Sites – social networking for zoos, aquariums and conservation community

IRK portal site

 

Topic 116: Groups                                                                                         Favata

Individual versus Group

Methods of tracking Groups

Recording a Group Census

 

Topic 117: Taxonomy                                                                                    Favata

Importance of identification of species/subspecies and accurate data entry

Recording hybrids

Local versus global taxonomic display

Topic 118: Feeding Log                                                                                 Miller

Difference between animal and enclosure Feeding Log

Tracking diet consumption

 

Topic 119: Permits                                                                                         McDuffie

Government agencies requiring permits

Permitting procedures

Tracking your permits

Entering your permits into ZIMS

 

Topic 120: Population Management                                                 Schwartz

Importance, terms and theory, impact of data

Types of analyses and reports

Impact of ZIMS on SSPs and studbooks

Sustainability of Population Management Programs

 

Topic 121: Animal and Enclosure Alerts                                                      McDuffie

Use of Alerts

Data entry into Animal and Enclosure Alerts

 

Topic 122: Training and Event Log                                                  Schwartz

Recording the behavior being trained

Tracking the status of a specific behavior

Use of the Training Event Log to record the training for a specific behavior

 

Topic 123: Historical Records                                                                      Miller

Importance and uses of historical data

Identify sources of historical records

Recommended guidelines for entering historical data

 

Topic 124: Life Support Management                                                          Miller

Creating Life Supports

Attaching components to Life Support

Attaching Life Supports to enclosures

 

Topic 125: Records and Information Management                         Favata

Definitions and principles

Development of a records management program

Access to records by public and the media

 

Topic 126: Institution Organization Interactive                                           IRK Team

Practical application for setting up institutional organization

 

Topic 127: Shipping Tips and Tricks                                                            McDuffie

Role of the records keeper in shipping

Role of brokers and when to use them

Paperwork required

 

Topic 128: ZIMS Future                                                                                ISIS Staff

What’s next with ZIMS

                                                                              
Glenous Favata, Registrar
Toledo Zoo

Josh Corteau, ISIS Training Coordinator
International Species Information Systems (ISIS)

Lynn McDuffie, Assistant Curator of Records
Disney's Animal Kingdom

Adrienne Miller, Subject Matter Expert
International Species Information Systems (ISIS)

Karin Schwartz, Conservation Fellow
Rare

 

Questions?

For additional details please contact the AZA Professional Development Program Manager or call (301) 562-0777.