SFBAC 2016 Officers Training SAMIEEE-Chapters – Ed Aoki A PRE-Formatted Tool For Chapter Chairs and their “SAMIEEE representatives” For Managing their Chapter and Creating ListServs of their Chapter Members

SFBAC 2016 Officers Training SAMIEEE Chapter Chairs and “SAMIEEE representatives” GOTO SAMIEEE, using your MyIEEE Credentials http://www.ieee.org/about/volunteers/samieee/index.html then “Access SAMIEEE” (2 pages same choice) In SAMIEEE under CATALOG, see and select Shared Folders/IEEE Volunteer Queries/SFBAC Locate and select, using “Open”, the pre-formatted Query which describes your Section and Chapter. See in Bottom Left corner and select “Edit” See in Top Right corner, next to the Circled ”?”, the icon that pops up as “Save As”, not the one which is simply “Save”. “Save As” in YOUR MyFolder before editing or using the query

SFBAC 2016 Officers Training SAMIEEE Chapter Query contains this information Council Code Section Code Sub Section Code Contiguous Yes/No First Name Last Name Full Name Member Number

SFBAC 2016 Officers Training SAMIEEE Chapter Query contains this information Email Address (may indicate employer; if blank, we do not contact by email) Send E-Mail Flag (if “N”, we do not contact by email) Send Election E-mail Flag (if “N”, we do not contact by email) Send Mail Flag Home Phone (For IEEE purposes) Work Phone (For IEEE purposes) Renew Year (Paid up membership?)

SFBAC 2016 Officers Training SAMIEEE Chapter Query contains this information IEEE Membership Status Description (“Active” – paid up) IEEE Current Grade Description (GSM or higher to run for “regular” Chapter positions) Home Address Line 1 Home City State Zip Address Line Work Address Line 1 Work City Address Line Work Address Postal Code Work Company Or Attn

SFBAC 2016 Officers Training SAMIEEE Chapter Query contains this information Primary City State Zip Address Line Primary Address Line 1 Primary Address Postal Code School Address City Primary Employer Employer Name (identify others at same ) Society List (Includes other Societies you belong to)

SFBAC 2016 Officers Training SAMIEEE You have saved your query in YOUR MyFolder To RUN the query: See and Select the “Results” Tab at the top of the page (or the “Open” hotlink at the Bottom Left of the page and then the “Results” Tab.)

SFBAC 2016 Officers Training SAMIEEE You have saved your query in YOUR MyFolder To EDIT/RE-ARRANGE the order of the results for your own purposes, you can manually move the columns in the DOWNLOADED spreadsheet BUT IF you plan to re-use re-arranged column order in the future, you will save time IF you EDIT the Query in your own MyFolder. The order of the columns in the EDIT view is the order of the columns in the DOWNLOADED results spreadsheet. Disregard the order of the columns in the displayed on-line results.

SFBAC 2016 Officers Training SAMIEEE You have saved your query in YOUR MyFolder IF you wish to DOWNLOAD the results to your computer, See and Select “Export” ” hotlink at the Bottom Left of the page and select in the dropdown menu, “Data” and “CSCV Format” Recommendation: Save the downloaded file as ExCel format. Insert the Download date into the filename or into the name on the first work-page of the DOWNLOADED file; save any edits into additional work-page(s).

SFBAC 2016 Officers Training SAMIEEE IEEE members who are not located in your Section or in your Council territory or who do not have the appropriate “Contiguous Section” status will not display in your results. This condition is common among students who show up in vTools but not in SAMIEEE queries.

SFBAC 2016 Officers Training SAMIEEE IEEE members who, over time, have reported more than 1 employer in their MyIEEE account, may have more than 1 line of data in a SAMIEEE query. You can eliminate otherwise duplicate entries for all members in the query by noting, in the downloaded spreadsheet, in the “Data” tab, “Remove Duplicates” ; I use the Member Number column to be filtered. This duplicate removal cannot be effected in the original query. Don’t use this process if you have multiple positions for one or more members.

SFBAC 2016 Officers Training SAMIEEE IEEE members who have used ALL CAPITAL letters for the firstname, lastname, fullname will appear at the TOP of the list in the downloaded .CSV file. IF you sort the entire file by lastname, firstname, the sorting process will ignore the CAPS and place the names in the appropriate alphabetical order. Save the re-ordered file as .xls or .xlsx , remembering to insert the Download date in the file name or on one of the workpage tabs.