Creating Pedigree Trees (web)

StockMate allows parents (Sire and/or Dam) to be linked to an animal. A pedigree tree is then calculated for the animal, taking into consideration the parents of the assigned Sire/Dam (when subscribed to the Breeding Module). Often many of the animal that are required to create accurate pedigree trees, would not be physical animals under management - and therefore would not otherwise exist in StockMate. To accommodate for this, Pre-Arrival sessions can be used to create animals and assign parents (along with any other information) to allow pedigree reporting, for animals on hand to be complete.

The Pedigree Tree can display up to four generations.

The use of Pre-Arrival Sessions will not include these animals as 'Active Livestock'. They will be assigned a Pending Status in StockMate.

Refer to Pedigree Tree and Progeny List (web & app) for details on viewing Pedigree information of animals in StockMate.

Creating the Oldest Generation (Great-Grandparents)

The oldest generation, i.e. the fourth generation, must be created first so that these animals can be assigned as parents to the animals in the 3rd generation.

Please note: Pre-Arrival sessions need only be used to create animals, that would not otherwise be in StockMate, e.g. animals that are not currently or previously under management, yet are required to link as parents to an animal record.
If the required animals already exist in StockMate (via Pre-arrival or other session type) they can be linked as parents to the appropriate animals via CSV import or Scan input.

Create a Pre-Arrival Session. Input Session Name, Expected Property, select Pre-Arrival for Type. Select + Create Session.
A Session Property must be assigned. This will enable reporting on Pending animals, but will not prevent the animals being used as Parents on other properties.
Refer to Create New Session – Scan Session (web) for details about creating a Session in StockMate.
Import or manually enter data as required for the animals. At a minimum an EID is required to create an animal record. Often this information is unknown; therefore a dummy EID may be assigned.
If assigning a Society ID, this can then be used, going forward, as the only identifier needed to link these animals.
Tenant Setting 'Required fields' do not apply to Pre-Arrival Sessions, therefore these data points can be left blank.

OR

Creating the Previous Generation (Grandparents)

A Pre-Arrival Session can be used to create the details of the third generation of animals. The same Pre-Arrival Session used for importing the 4th generation of animals may be used.

If the required animals already exist in StockMate (via Pre-arrival or other session type) they can be linked as parents to the appropriate animals via CSV import or Scan input.

In a Pre-Arrival Session, select Import/Export CSV to import a CSV file of animals.
Alternatively, each animal may be entered individually by selecting + Add Animal.
Refer Create New Session – Import CSV (web) for instructions on importing a CSV file.
In the CSV file, use the Sire and Dam fields to link the parents of these animals.
If Sire/Dam already exists in StockMate, only one identifier is required to be populated to link to the existing animal.
If Sire/Dam does not already exist in StockMate and does not need any other data against them, you can just populate the Sire/Dam SocietyID field and this will create a new animal the Parent record will link to.

OR
In the Scan Details screen, input required information. Under Parentage, select + Add.
Select Sire from the drop-down list, select , use to search for animals that exist in StockMate, or select + to add a new animal via Society ID.
Wildcard characters are supported. Represent a single unknown character with '?', or multiple with '*'.
Select + Add. From the drop-down list, select Dam. Select , use to search for animals that exist in StockMate, or select + to add a new animal via Society ID.
Wildcard characters are supported. Represent a single unknown character with '?', or multiple with '*'.
Select Save Changes.

Creating the Previous Generation (Parents)

If the required animals already exist in StockMate (via Pre-arrival or other session type) they can be linked as parents to the appropriate animals via CSV import or Scan input.

Linking a Sire/Dam from the Previous Generation (Grandparents) will also bring through the Great-GrandSire/Great-GrandDam link.

In a Pre-Arrival Session, select Import/Export CSV, Import/Export Scans to import a CSV file of animals.
Alternatively, each animal may be entered individually by selecting + Add Animal.
Refer Create New Session – Import CSV (web) for instructions on importing a CSV file.
In the CSV file, use the Sire and Dam fields to link the parents of these animals.
If Sire/Dam already exists in StockMate, only one identifier is required to be populated to link to the existing animal.
If Sire/Dam does not already exist in StockMate and does not need any other data against them, you can just populate the Sire/Dam SocietyID field and this will create a new animal the Parent record will link to.

OR
In the Scan Details screen, input required information. Under Parentage, select Add.
Select Sire from the drop-down list, select , use to search for animals that exist in StockMate, or select + to add a new animal via Society ID.
Wildcard characters are supported. Represent a single unknown character with '?', or multiple with '*'.
Select +Add. From the drop-down list, select Dam. Select , use to search for animals that exist in StockMate, or select + to add a new animal via Society ID.
Wildcard characters are supported. Represent a single unknown character with '?', or multiple with '*'.
Select Save Changes.

Linking to the Animal on Hand

This animal is definitely Stock On Hand. Any session can be used to link parents to this animal either via CSV import or scan input. This could be done via a new Handling session to apply Parentage to existing animals via CSV import or scan input.
OR
Use the Animal Lookup to find the animal. Select an existing session related to the animal.
Select the animal record to open the Scan Details screen.
In the Parentage section, select + Add.
Input Sire and Dam details. Select Save Changes.

Viewing the Pedigree Tree

Use Animal Lookup to locate the animal record. Select the Breeding tab.
The Pedigree Tree for the selected animal will be displayed going back four generations, providing sufficient information has been created within StockMate.