Section 1 - Transferring Animals Out of a Stockbook Database

Step 1. Select Animals to be Transferred.

It is important that animals have not been disposed/sold at the point of the Herd Transfer, this needs to happen after the Herd Transfer file has been created.

  

Step 2. Backup for the Herd Transfer.

1. Go to File,
   
2. Data Transfer,
   
3. Backup Selected Animals and History.
   

Step 3. Choose Data to be Transferred.

1. Tick the boxes indicating the data that you require to be transferred. 
   

It is not recommended to transfer Pedigree Animals.  It will transfer excessive data. 

Only transfer if required.

1. Confirm the selection by clicking on OK.
   

Step 4. Complete the Herd Transfer Backup

1. Take note of the location against 'Backup Name' - You can customise the HerdTran.zip name if you wish
   

   

   It will be needed to retrieve the backup to send to the recipient of the transferred animals C:\Users\User\Documents\Stockbook\HerdTran.zip. 
2. Click OK to confirm.
   

1. A 'Backup Complete' window will pop up.
   
2. Click OK to close the window.
   

1. Find Disposal,
   
2. Select 2). Sale/Death/Disposal,
   
3. Confirm the selection by clicking on OK.

Step 6. Confirm Disposal Event

1. Select Reason (**See Info below).
   
2. Select Type - Death/Disposal/Transfer. 
   
3. Check and click OK.
   

Press "+" if you haven't already got a reason in the dropdown list.

Step 7. Confirm Disposal Recording.

'Are you sure that you want to record disposal for selected animals?' > Select Yes

'Event complete' > Select Ok

Section 2 - Herd Transfer Checkpoint - Recipient

If you are receiving more than one animal via Herd Transfer we strongly recommend that you use this method to limit the risk of data corruption.

This step assumes you are importing the Herd Transfer file for the first time.  There is no need to create a new database every time a Herd Transfer is done. 
If you already have a Data Quarantine Area setup within your Stockbook you can skip Step 1 and go to Step 2.

Step 1. Generating a Data Quarantine Area:

1. In Stockbook select File,
   
2. Select Other Databases,
   
3. Select Manage Databases.
   

1. Select Create New.
   
2. Make the Description something you will recognise (Example: Data Quarantine Area),
   
In this example, it was called Data Quarantine because the idea is to isolate the new data from a Herd Transfer file from the live database. The name of the database is completely up to you as long as you can tell it apart from your live database.  
3. Select OK.
   
4. Select Close.
   
   Now open the new database you created:
5. Select File,
   
6. Select Other Databases,
   
7. Select the new database (Example: Data Quarantine Area).
   

The name of the database should reflect the name of the new database.

Step 2. Restoring Animals and History into Data Quarantine Area:

1. Download the Herd Transfer file from the source you received it.
   
2. In Stockbook select File,
   
3. Select Data Transfer,
   
4. Click on Restore Animals and History.
   

Step 3. Restore Backup from another Database:

1. Check the correct Backup File has been selected.
2. Click OK.
   

The reason we are doing this data isolation process is that Stockbook assumes that all the IDs are unique, and will attempt to merge the animals with the same ID.

1. Confirm you are happy to proceed with restoring animal and history details from another database.
   

Step 4. Temporary Restore

Click OK on the pop-up information box asking you to continue with the restore.

 

Step 5. Assign Available Animals

1. You will need to allocate the relevant mob, group, paddock, and vendor if applicable.
   
2. To maintain the mobs and groups the animals were allocated to in the previous database, simply tick 'Preserve incoming mob' and/or 'Preserve incoming group'.
   
3. If you wish to omit any animals from being transferred from the file simply tick the 'Omit' box next to the relevant animal. 
   
4. Click on OK to confirm the selection.
   

Step 6. Confirm Restoration

1. Click YES to any information alerts that pop up. 
   
2. Select OK to Restore Complete window. 
   

Step 7. Refresh to View

If the animals are coming from a Stud system, the animals will appear in "All Societies". 

If you need to access "All Societies", select File > Select Stud (F7) > Choose "All Societies".

1. Click the Refresh button in Stockbook.

   

   Animals on the transfer file will be available for viewing on the Animals screen.

Step 8. Data Check

If you feel there is a high risk of the IDs matching, change the VID of the animal by adding a # to the start or end of the ID.

This will make the ID unique and it will not merge with any of your current animals.

Alternatively, you can do a bulk change of the animal's ID to include a prefix to make it unique.

2.  Check the animal's EU Status.

If it is blank the animal never received an EU Status or it was not sent to you in the Herd Transfer.

If the Breed is blank the animal didn't have a relevant breed or it was not sent via the Herd Transfer.

Step 9. Transfer to your database.

If there is any excess data you do not wish to import follow the directions in Step 6. Choose Data to be Transferred.

Section 3 - Transferring Animals Into a Stockbook Database

Step 0. Access your database

If you followed Section 2. Herd Transfer Checkpoint - Recipient database, please do this step.

Step 1. Take a Backup

1. Here are the directions on How to Backup Stockbook.
   

Step 2. Restoring Animals and History into Data Quarantine Area:

1. Download the Herd Transfer file from the source you received it from.
   
2. In Stockbook select File,
   
3. Select Data Transfer,
   
4. Click on Restore Animals and History.
   

Step 3. Restore Backup from another Database:

1. Check the correct Backup File has been selected.
2. Click OK.
   

The reason we are doing this is that the system assumes that all the IDs are unique, and will merge the animals with the same ID.

1. Confirm you are happy to proceed with restoring animal and history details from another database.
   

Step 4. Temporary Restore

1. Click OK on the pop-up information box asking you to continue with the restore.

Step 5. Assign Available Animals

1. You will need to allocate the relevant mob, group, paddock, and vendor if applicable.
   

If you have a large database, we would suggest creating a paddock called Herd Transfer before importing the Herd Transfer file so it becomes easier to locate the new animals. 

1. To maintain the mobs and groups the animals were allocated to in the previous database, simply tick 'Preserve incoming mob' and/or 'Preserve incoming group'.
   
2. If you wish to omit any animals from being transferred from the file simply tick the 'Omit' box next to the relevant animal. 
   
3. Click on OK to confirm the selection.
   

Step 6. Confirm Restoration

1. Click YES to any information alerts that pop up 
   
2. Select OK to Restore Complete window 
   

Step 7. Refresh to View

If the animals are coming from a Stud system, the animals will appear in "All Societies". 

If you need to access "All Societies", select File > Select Stud (F7) > Choose "All Societies".

If you created a paddock called Herd Transfer before importing the Herd Transfer file, you can do a filter to group the animals together. Once you are confident that the data has come into your database correctly, you can now do an animal movement to put the animals where the are currently situated. 

1. Click the Refresh button in Stockbook.
   
2. Animals on the transfer file will be available for viewing on the animals screen.
   

If you need to change the current stud the animals are located in follow this link to learn how to change the stud for animals.