Institutional Records Keeping

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INSTITUTIONAL RECORD KEEPING




ZIMS and beyond!


February 4-9, 2013
Oglebay Resort
Wheeling, WV

Please note, payment is now due at the time of registration. Please do not submit a registration form without payment, as it will not be processed.

To pay by check or purchase order:
Download the IRK COURSE REGISTRATION FORM and return by mail with check or purchase order

To pay by credit card:
You can now pay online with a credit card! Just log in to our new website. Non-members can log in too after creating an account. After logging in, choose "Upcoming Events" from the menu on the left. Next, click on the title of the event for which you would like to register. Finally, choose "Event Registration" from the options at the top and complete the registration process. 

Early bird registration deadline: December 10, 2012
Final Registration deadline: January 7, 2013

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. The IRK course provides students exposure to the most current data management 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  

The AZA registration fee above covers only tuition for the course. Other expenses include hotel, travel, and meals. For more information about costs and logistics for courses hosted by Oglebay Resort in Wheeling, WV, visit our Wheeling Courses Travel Information page.

Scholarship funding is available through a competitive process.

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

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 records-keeping 
Importance of accurate records-keeping        

Topic 102: ZIMS – Getting Started                                                             Hunt 
Introduction to ZIMS 2012 application – hosting and security information 
Printing and Exporting Specimen and Taxon Reports 

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/Hatches; Dispositions - Deaths                Favata 
Principles of birth accessions and death dispositions 
Data entry for birth accessions and death dispositions 
Prebirth and Prehatch Accessions and Events 
Batch entries for births and deaths 

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 
Institutions and Individual Preferences 

Topic 108: Enclosure Organization and Life Support Management                                                     Miller                                                          
Developing the Enclosure Tree 
Recording Enclosure Details 
Adding plants, furniture, substrates and planned taxa 
Merging Enclosures (physical and data quality) 
Creating Life Supports 
Attaching components to Life Support 
Attaching Life Supports to enclosures 
Creating Measurement Templates

Topic 109: Notes and Observations; Note Templates                               Miller 
Purpose of Notes and Observations 
Defining the difference between recording a Note or an Observation 
Developing templates for repeatedly used notes 

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: Transactions (between ISIS members)                         Miller 
How to send and receive animals between ISIS members 
The pending transactions tab actions 
Receiver initiated transactions 

Topic 113: Taxonomy                                                                                   Favata 
Taxonomic searches 
Importance of identification of species/subspecies and accurate data entry  
Local versus global taxonomic display 
Hybrids 
Creating local synonyms 

 

Topic 114: The Kitchen Sink - Feed Log, Sex and Contraception,          Miller 
Collection Trips, and Animal and Enclosure Alerts                                  McDuffie 
Tracking diet consumption in animal and enclosure Feeding Logs 
Defining and recording Sex Types and Contraception Types 
Tracking trips for collecting animals from the wild 
Alerts for special conditions, warnings, notifications 

Topic 115: Groups                                                                                        Favata 
Individual versus Group  
Partial and Full Group Transactions 
Recording a Group Census 
Merging and splitting groups 
Methods of tracking 
Group Explorer 

Topic 116: Permits                                                                                        McDuffie 
Government agencies requiring permits 
Permitting procedures 
Tracking your permits 
Entering your permits into ZIMS 

Topic 117: Training and Event Log                                                            Schwartz 
Tracking the status of a specific behavior 
Use of the Training Event Log  

Topic 118: Batch Entries                                                                              Miller 
Recording similar information in multiple animal records and enclosures 
Your Animal/Enclosure Lists

Topic 119: Communication                                                                          Schwartz 
Basic communication skills 
Emotional Intelligence factors in effective communication 
Social networking

Topic 120: Historical Records                                                                      Miller 
Importance and uses of historical data 
Identify sources of historical records 
Recommended guidelines for entering historical data 

Topic 121: Records and Information Management                                   Favata 
Definitions and principles 
Development of a records management program 
Access to records by public and the media  

Topic 122: Population Management                                                           Schwartz 
Importance, terms and theory, impact of data 
Types of analyses and reports 
Impact of ZIMS on SSPs and studbooks 
Sustainability of Populations through Population Management Programs  

Topic 123: Reports and Tools                                                                      Hunt 
Creating Reports other than Specimen and Taxon Reports 
Using the Tools Functions

Topic 124: Shipping Tips and Tricks                                                          McDuffie 
Role of the records keeper in shipping 
Role of brokers and when to use them 
Paperwork required 

Topic 125: ZIMS Future                                                                              Hunt 
What’s next with ZIMS         

Instructors                                                                       
Glenous Favata, Registrar 
Toledo Zoo

Elisabeth Hunt,  Technical Support and Training Director
International Species Information System (ISIS)

Lynn McDuffie, Animal Records and Regulatory Affairs Manager  
Disney's Animal Kingdom/The Seas 

Adrienne Miller, Lead Subject Matter Expert and Training Content Developer
International Species Information System (ISIS)

Karin Schwartz, Adjunct Faculty
George Mason University

 

Questions?

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