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SAMIEEE the next generation

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Page 1: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

SAMIEEE – the next generation

Page 2: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

AGENDA

Slide presentation Overview of new system Hands-on training

Ask questions as we go If necessary, extra help will be given at a later time Users with modem access – if hands-on training becomes

tedious, follow along with the Internet Conference. I will be demonstrating everything as I go along

Questions

Page 3: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

What is SAMIEEE the next generation?

The next generation of SAMIEEE is a web based ad-hoc query tool that provides IEEE volunteers access to IEEE membership data.

Page 4: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

How is it different than the traditional SAMIEEE?

No more FoxPro No more annual Whites No more monthly Pinks to download and unzip No more remembering to process all your pinks

before running reports or labels

You don’t have to maintain the entire database on your PC

Page 5: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

Who can access the new SAMIEEE?

2 Types of access Automatic Designated

Automatic access is granted to current: Region Directors, Society Officers, Section Officers, Chapter Chairs

and Student Branch Chairs & Counselors. A complete listing can be found at:

http://www.ieee.org/samieee/positions.html

Designated access: determined by officer of organizational unit. Example: samieee recipient

Login with IEEE Web Account Username and Password

Page 6: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

What is included?

Data included in your view is data for your organizational unit only

IEEE members: Active, Arrears or Delinquent (AR, D1, D2) Society Affiliates: Active, Arrears or Delinquent ((AR, D1, D2) IEEE Society memberships: Active or Inactive (up to three years)

Page 7: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

What Data is Available? 1

Member Name, Number Member's Gender Address (Preferred and

Work) Hold on Mail exists Y/N Home Phone # Work Phone # Fax # Email Address

Education History IEEE Member Status IEEE Member Dates

Join Date (IEEE Membership creation date)

IEEE (membership) Last Paid Through Date

IEEE (membership) Years Of Active Service

Page 8: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

What Data is Available? 2

IEEE Member Current Grade & Grade History

Geographic Assignment Contiguous Geo Assignment Volunteer information and

position history

Member of "Standards Association

Member of "Women in Engineering“

Member is a Graduate Of the Last Decade Y/N

Page 9: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

What Data is Available? 3

Society Membership Status Dates: Join Date, Cancel

Date, Reinstate Date, Last Paid Through Date

Society Years of Active Service

Society Membership Current Grade

Society Membership Grade History

Page 10: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

What Data is Available? 4

Publication Publication Media Subscription's Current

Status Active / Inactive for past 3

years Subscription Cancellation

Date

Technical Interest Profile (TIP) 5 now available

Member's Line of Business (BPA)

Member's Job Function Member's Job

Responsibility Member's Job Title

Page 11: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

Explain the basic process

The IEEE membership database is located in Piscataway, NJ. A snapshot or copy of that database has been made available

for your use. You don’t have to maintain the entire database on your PC. Connect to the IEEE site, formulate a question or query and

retrieve only the information that you need. The result of your query can be printed or downloaded directly

into an Excel spreadsheet or saved as a comma separated value file.

The query can be saved – this is called a reports to be run again at a later time.

Reports can be scheduled to run automatically – weekly, monthly

Page 12: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

Predefined Queries

We have created reports for you – based on user feedback

Page 13: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

System Availability

24 X 6 Weekly refresh:

Monday 5:30 PM EDT – Tuesday 6:00 PM EDT

Page 14: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

User Limitation

Maximum concurrent users = 50 A concurrent user limitation has been established to ensure

optimal system performance

Page 15: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

Expectations

A simple query could take 5-10 minutes over a DSL, cable or “T” connection

A complex query could take much longer. Queries will not complete if more than 60 minutes

has transpired. Queries can be scheduled to run:

Automatically at certain intervals - weekly/monthly One time only at a specified date and time

Page 16: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

Data Integrity

Data is taken directly from IEEE Membership Database.

Much of this data is no longer updated by staff. COA, Renewal, New Member Web Applications

upload the data automatically reducing possibility of data entry error.

80% of members provide email addresses Of those, 80% - 85% are accurate

Page 17: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

Conditions of Availability and Use

What can you use it for? Can I create an email list? IEEE Privacy Policy

Page 18: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

URL: http://www.ieee.org/samieee

Page 19: SAMI EEE – the next generation. IEEE SAMIEEE Training AGENDA l Slide presentation l Overview of new system l Hands-on training l Ask questions as we go

IEEE SAMIEEE Training

Contacts

Society Org Units contact: Alicia Tomaszewski (primary)

Email: [email protected]; X3904

Rosanne Loyal (alternate) Email: [email protected]; X3903

Geographic Org Units contact: Helen Shiminsky (primary)

Email: [email protected]; X5517

Vera Sharoff (alternate) Email: [email protected]; X5509