1. TO USE SAMIEEE, YOU NEED Access A purpose for the data To Get Into SAMIEEE To Know (Briefly) How SAMIEEE Data is Organized Choose Which Approach to Take- Preformatted(GEO), Preformatted (OEB) or (SF) or (SCV) or (SFBAC), or Roll Your Own (as a challenge). SAMIEEE-101 (2013-01-03) Materials for SFBAC, 2013 January 26

2. TO ACCESS SAMIEEE, YOU NEED SAMIEEE-101 Materials for SFBAC, 2013 January 26 1)Automatic Access due to position * See Notes Page below 2)AND other qualifications ** See next slide OR 3) SAMIEEE Recipient Status *** See third slide

3. TO ACCESS SAMIEEE, YOU NEED SAMIEEE-101 Materials for SFBAC, 2013 January 26 1)Your IEEE Alias (….@ieee.org) in your MyIEEE account 2)Your IEEE Password in your MyIEEE account 3)Primary address in the Section to which your unit belongs * See notes page below 4)To be your unit’s elected and reported as Chair in vTools * 5)More on next slide

4. TO ACCESS SAMIEEE SAMIEEE-101 Materials for SFBAC, 2013 January 26 If you are NOT your unit’s elected and reported Chair and you need SAMIEEE access to do your job, then You need to be appointed a SAMIEEE Recipient for your unit. Ask your Chair to contact the SAMIEEE administrator “Helen Shiminsky” to request “SAMIEEE Recipient” status for you.

5. Purposes for SAMIEEE Data (needed right now): Elections – August through December Voter Qualification (Renewal) Candidate Qualification (Renewal) Elected Officer Qualification (Renewal) Mailing List preparation SAMIEEE-101 Materials for SFBAC, 2013 January 26

6. Some Purposes for SAMIEEE Data (Year-Around): Annual Chapter Report Demographics Mailing List preparation (vTools or Email or e-Notice) Mailing List for Chapter Communications vTools - Officer Reporting (Member Number)

7. SAMIEEE-101 Materials for SFBAC, 2013 January 26 Common data needed FROM SAMIEEE FirstName, LastName >> Membership Grade IEEE Membership = Active? Society Membership = Active? Member Number (8 digits) Region = 6 and Council = SFBAC Section = Santa Clara Valley Or San Francisco or Oakland-East Bay (Depending upon Chapter Joint Section Status)

8. SAMIEEE-101 Materials for SFBAC, 2013 January 26 Common data needed FROM SAMIEEE FirstName, LastName; Membership Grade >> IEEE Membership = Active? >> Society Membership = Active? Member Number (8 digits) Last Renewal Year Region = 6 and Council = SFBAC Section = Santa Clara Valley Or San Francisco or Oakland-East Bay (Depending upon Joint Section Status)

9. SAMIEEE-101 Materials for SFBAC, 2013 January 26 Common data needed FROM SAMIEEE FirstName, LastName; Membership Grade IEEE Membership = Active? Society Membership = Active? >> Member Number (8 digits) >> Last Renewal Year Region = 6 and Council = SFBAC Section = Santa Clara Valley Or San Francisco or Oakland-East Bay (Depending upon Joint Section Status of the Chapter/Council/Affinity Group)

10. SAMIEEE-101 Materials for SFBAC, 2013 January 26 Common data needed FROM SAMIEEE FirstName, LastName; Membership Grade IEEE Membership = Active? Society Membership = Active? Member Number (8 digits) Last Renewal Year >> Region = 6 and Council = SFBAC >> Section = Santa Clara Valley Or San Francisco or Oakland-East Bay (Depending upon Joint Section Status of the Chapter/Council/Affinity Group)

11. SAMIEEE-101 Materials for SFBAC, 2013 January 26 Common data needed FROM SAMIEEE FirstName, LastName; Membership Grade IEEE Membership = Active? Society Membership = Active? Member Number (8 digits) Last Renewal Year >> Region = 6 and Council = SFBAC >> Section = Santa Clara Valley Or San Francisco or Oakland-East Bay (Depending upon Joint Section Status of the Chapter/Council/Affinity Group)

12. SAMIEEE-101 Materials for SFBAC, 2013 January 26 Conditions and data needed to use SAMIEEE When setting up a new query or editting a previously formatted query, the required value must be exactly the value expected, including case Examples include the MEMCODE(s) associated with your unit. The value for GOLD = Yes/No The value for the Section or Unit Geocode. Files with MEMCODES and GEOCODES will be posted on the Reference Website

13. SAMIEEE-101 Materials for SFBAC, 2013 January 26 Pre-Formatted Queries for Elected Officers For a listing of the Current Elected Officers in the your unit with contact information, there are, in Shared Folders/SAMIEEE/Geographic Predefined Queries, these queries that should provide you that information. (GEO) Current Section and Subsection Officers (GEO) Current Society Chapter Chairs (GEO) Current Student Branch Chairs & Counselors Watch out – Strange and un-useful data creeps in.

14. Pre-Formatted on SAMIEEE /Shared Folders/ IEEE Volunteer Queries: All these queries end in “–Generic-Ed” (OEB), (SCV), (SF) and (SCV+SF+OEB) => (SFBAC) See the Notes page of Slide #1 and #15 SAMIEEE-101 Materials for SFBAC, 2013 January 26

15. If you want to Create or Tailor your own query- Check the SCV Section and the SFBACouncil Websites for SAMIEEE reference materials *See Notes page below for details This is SAMIEEE 101, not 201 SAMIEEE-101 Materials for SFBAC, 2013 January 26