SAMIEEE @ SFBAC Officers Training, 2015 SAMIEEE as an IEEE Chapter Management Tool Ed Aoki - SCV Section

SAMIEEE as an IEEE Chapter Management Tool, 2015 Chapter Chairs Raise your hand Do you have access to vTools or CBRS? Did you use SAMIEEE in the last month or year?

SAMIEEE as an IEEE Chapter Management Tool, 2015 Chapter Chairs Raise your hand Do you have access to vTools or CBRS? Did you use SAMIEEE in the last month or year? Same credentials are used in all 3. At the SCV-Section meeting in January, 50% of the Chairs present did not use SAMIEEE

SAMIEEE as an IEEE Chapter Management Tool, 2015 Chapter Chairs need information to Create lists to contact members by ListServ/email or phone or mail Identify members by their employers Identify opportunities to elevate members to Senior or Fellow Grade Identify potential ExCom candidates Qualify ExCom candidates (nomination etc) Provide Chapter demographics for reports Welcome new members

SAMIEEE as an IEEE Chapter Management Tool, 2015 We are changing the content from How to Create Queries To Simplifying the Chapter Chair’s USE of this Tool “Chapter Chair” includes any designated SAMIEEE for the Chapter

SAMIEEE as an IEEE Chapter Management Tool, 2015 The Chapter Chair USES this Tool by Having a IEEE user ID and PW (Credentials) in MyIEEE AND Renewing membership in IEEE and Society for 2015

SAMIEEE as an IEEE Chapter Management Tool, 2015 The Chapter Chair USES this Tool by Having a Primary Address in the Section AND Having name entered in vTools Officer Reporting THEN

SAMIEEE as an IEEE Chapter Management Tool - 2015 The Chapter Chair USES this Tool by Logging into SAMIEEE Selecting Shared Folders Selecting IEEE Volunteer Queries Selecting SFBAC (where you will find your Organization Unit (Chapter) among other Pre-Formatted Queries

SAMIEEE as an IEEE Chapter Management Tool - 2015 The Chapter Chair USES this Tool by Selecting “Edit” Selecting “Save As” and Selecting “My Folders” GoTo “My Folders” to examine your query

SAMIEEE as an IEEE Chapter Management Tool - 2015 Tips for the Chapter Chair in using this Tool If the report is long, Export the “Results” to your Downloads Folder as Data and CSV format IF you modify/save the file, remember to save it as .CSV or .XLS rather than the default “Unicode” that shows up on my Computer.

SAMIEEE as an IEEE Chapter Management Tool - 2015 When the Chapter Chair USES this Tool for analysis LOTS of data, much of which may be irrelevant to your immediate needs. I open a new worksheet, copy the reported results to the new sheet, and delete and move and filter the copy. And save the new workbook file with a different name.

SAMIEEE as an IEEE Chapter Management Tool - 2015 Reference Materials: http://www.ieee.org/about/volunteers/samieee/samieee_reference_materials.html available_samieee_fields (10 worksheets of column headers and filter values or “Data ? I got data”) Some obsolete data; no explanations on some fields http://www.ieee.org/about/volunteers/samieee/geocode_list.pdf (Section level, not Chapter)

SAMIEEE as an IEEE Chapter Management Tool - 2015 Reference Materials: GeoCodes, SCV-Section (only) To be posted on SCV-Section Website NB: Section and Chapter Committees do not have a separate GeoCode Should SF and OEB Sections also post their GeoCodes? Reference Materials: MEMCodes, all IEEE Societies