Importing animals from ZIMS: Difference between revisions

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Importing your animal list from ZIMS is a convenience to ZIMS users, but it is not necessary to do this to use the software.
The ability to import your animal list from ZIMS is offered as a convenience for ZIMS users, but it is ''not necessary'' to use ZIMS to use this software.


You do not actually need to enter any animals at all to use the software!
You do not actually need to enter any animals at all to use the software!


Adding animals to diets has two purposes:
Adding animals to diets (from ZIMS import or manually) has two purposes:


* Enables you to search for diets using animal numbers and names
* Enables you to search for diets using animal numbers and names
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If you are not a ZIMS user, you can manually add animal data in Settings > Edit Animals
If you are not a ZIMS user, you can manually add animal data in Settings > Edit Animals
There is a '''Sample ZIMS export''' located in ''ZDN Support Files'' folder that you can use if you are using the SampleZoo datafile. 


= Importing from ZIMS =  
= Importing from ZIMS =  
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# In ZIMS  
# In ZIMS  
## In ZIMS, search for all of your local animals  
## In ZIMS, search for all of your local animals  
## Ensure your columns exactly match the columns shown in NaviGator (see screenshots in NaviGator itself for how to do this)
## Ensure your columns exactly match the columns shown in NaviGator (see screenshots in NaviGator ZIMS import window itself for how to do this)
## In ZIMS, click the Excel icon at the bottom of the screen to export the animal data
## In ZIMS, click the Excel icon at the bottom of the screen to export the animal data
# In NaviGator
# In NaviGator
## Go to Settings > Import animals from ZIMS
## Go to Settings > Import animals from ZIMS
## Click the "Select and Import" button
## Click the "Select and Import" button
## Choose the file(s) you exported above.   <code>⚠ Warning: Multi-institution ZIMS users: You need to import animals from EVERY institution each time. You cannot just update one institution. If you only select one institution, animals from the others will be deactivated.</code>
## Choose the file(s) you exported above.     <code>⚠ Warning for multi-institution ZIMS users: You need to import animals from EVERY institution EVERY time by selecting all the export files at once. You cannot just update one institution. If you only select one institution, animals from the others will be deactivated.</code>


When you import, the following happens:
When you import, the following happens:
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* For animals already in database, their data will be updated
* For animals already in database, their data will be updated
* Any animals missing from this import (that are already in the database) will be marked as inactive.
* Any animals missing from this import (that are already in the database) will be marked as inactive.
< [[Setup Tips]]
> [[Feeds|Setting up Feeds]]

Latest revision as of 02:03, 4 March 2024

The ability to import your animal list from ZIMS is offered as a convenience for ZIMS users, but it is not necessary to use ZIMS to use this software.

You do not actually need to enter any animals at all to use the software!

Adding animals to diets (from ZIMS import or manually) has two purposes:

  • Enables you to search for diets using animal numbers and names
  • Adds the animal identifiers to the bottom of diet cards so others can see what animals are included.

If you are not a ZIMS user, you can manually add animal data in Settings > Edit Animals

There is a Sample ZIMS export located in ZDN Support Files folder that you can use if you are using the SampleZoo datafile.

Importing from ZIMS

There are two stages. The instructions for this (along with screenshots) are in the NaviGator > Settings > Import Animals from ZIMS window.

  1. In ZIMS
    1. In ZIMS, search for all of your local animals
    2. Ensure your columns exactly match the columns shown in NaviGator (see screenshots in NaviGator ZIMS import window itself for how to do this)
    3. In ZIMS, click the Excel icon at the bottom of the screen to export the animal data
  2. In NaviGator
    1. Go to Settings > Import animals from ZIMS
    2. Click the "Select and Import" button
    3. Choose the file(s) you exported above. ⚠ Warning for multi-institution ZIMS users: You need to import animals from EVERY institution EVERY time by selecting all the export files at once. You cannot just update one institution. If you only select one institution, animals from the others will be deactivated.

When you import, the following happens:

  • Species NOT currently in database will be added.
  • Enclosures NOT currently in database will be added
  • Animals NOT currently in database will be added.
  • For animals already in database, their data will be updated
  • Any animals missing from this import (that are already in the database) will be marked as inactive.


< Setup Tips

> Setting up Feeds