[Chapter-delegates] Fwd: FRIENDLY REMINDER - Updating and Syncing Chapter Membership Data
Anne Lord
lord at isoc.org
Wed Dec 23 12:41:42 PST 2009
[Apologies for any duplicates]
Dear Colleagues,
This is just a friendly reminder that the deadline to take up the
offer of financial assistance to assist Chapters in offsetting any
costs associated with migrating membership data to the new portal is
December 31st 2009. If you would like to take up the offer, please
send email to amshelp at isoc.org.
Best wishes
Anne
--
Begin forwarded message:
> From: Anne Lord <lord at isoc.org>
> Date: 2 December 2009 3:32:28 PM
> To: Chapter Delegates <chapter-delegates at elists.isoc.org>
> Subject: [Chapter-delegates] Updating and Syncing Chapter Membership
> Data
> Reply-To: ams-project at isoc.org
>
> Dear Colleagues,
>
> As you are aware we has been working with the Chapter Steering
> Committee (CSC) and other stakeholders to deliver a membership
> management system to replace the existing Q system. The new system
> is an Association Management System (AMS) with the backend based on
> the Aptify product. Phase 1 of the AMS was launched on November 17th
> 2009.
>
> In preparation for that work, throughout this year, we have been
> contacting Chapter leaders individually to verify that the
> information currently held across multiple sources for the Chapter
> is correct (ie the administrative, board details and other details
> are correct for the Chapter). This work is still ongoing.
>
> The next step is to reconcile the different sources of membership
> data currently held by ISOC and by Chapters locally. We are aware
> that many Chapter administrators have not used the former ISOC
> membership system and instead keep local copies of their data. All
> members of a Chapter should also be members of ISOC and should
> therefore be listed in the ISOC membership system. (This is
> described in the “Policies for establishing Chapters” at: http://www.isoc.org/isoc/chapters/poli
> cy/).
>
> We recognise that the task of reconciling the data may place an
> additional burden on Chapters resources. For that reason, a
> financial incentive is offered to assist Chapters with the process
> of reconciling the data. The funding offered is intended solely to
> offset any costs associated with the process of reconciling the data
> (such as hiring additional staff help). As such, we ask that you
> provide evidence of the costs incurred and sign a declaration (see
> PDF attachment for forms).
>
> The offer is as follows to help cover costs incurred to undertake
> this work:
>
> * USD $500 for up to 250 members returned and uploaded into the AMS;
> * USD $1000 for over 250 members and up to 500 members returned and
> uploaded into AMS;
> * USD $2000 for over 2000 members returned and uploaded into AMS.
>
> Uploads into AMS can be made at any time. Any new members you
> recruit will also be included in the member count in the AMS. Data
> should be uploaded to ISOC using the following procedure:
> 1) Each Chapter has its own secure member-data folder. This
> online folder is only intended for this data cleanup initiative.
> 2) Each Chapter officer has access to its membership data
> currently existing by logging into the new AMS Chapter Portal.
> 3) After logging into the portal, clicking on the Chapter
> Management menu, and then the name of your chapter, will show you
> the entire list of current members for your chapter.
> 4) Clicking the Export button will provide a .csv file containing
> all the members of your Chapter currently on record. Please do not
> be surprised if some of this data is very old or otherwise
> inaccurate. Save this file to a local computer.
> 5) This file should then be used as the “master” file to be
> updated and returned to ISOC. However, please rename this local
> copy of the file, appending your Chapter name to the filename.
> 6) Make any changes required to that ISOC[Chapter-name].csv file
> – either correcting information on members included in that file,
> or adding members from your local Chapter system.
> 7) Once finished, use the provided URL and username/password
> combination to upload the modified file to ISOC. However, to do
> this, you will first need to map a drive to your chapter’s Webdav
> folder. Directions for this are included in the attached PDF along
> with the Declaration and Bank details form.
> 8) Please notify us at <ams-project at isoc.org> that you have
> uploaded the updated version of the .csv file. After review, ISOC
> will use this file as the new, accurate member roster for your
> Chapter. Results of the update will appear on your Chapter Roster
> page after a few days (the import process is manual so hence it may
> take a few days depending on volume of requests).
> 9) ISOC will notify your Chapter when this task has been completed.
> 10) Once finished, Chapters should use the provided “Add Members”
> functionality in the portal to ensure Chapter member rosters are in
> synch with ISOC data.
>
> PLEASE NOTE: If you are unable to follow this procedure for any
> reason, please contact : ams-project at isoc.org to further discuss
> your requirements or to let us know your queries so that we may help
> you.
>
> All data stored in the ISOC membership system will conform with
> ISOC’s statement of privacy at: http://www.isoc.org/help/privacy.
>
> This offer is valid until December 31st 2009 and is optionally
> available to Chapters. Transfers of funds will be made once the
> data has been successfully reconciled and uploaded into the AMS
> system.
>
> We look forward to continue working with you to deliver an enhanced
> and effective tool for Chapters to manage their membership data.
>
> Best wishes,
>
> on behalf of the
> ISOC AMS and Chapter Support teams.
>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: data-sync-021209.pdf
Type: application/pdf
Size: 275239 bytes
Desc: not available
URL: <https://elists.isoc.org/mailman/private/chapter-delegates/attachments/20091224/741fc8c6/attachment.pdf>
-------------- next part --------------
>
>
>
>
>
> _______________________________________________
> Chapter-delegates mailing list
> Chapter-delegates at elists.isoc.org
> http://elists.isoc.org/mailman/listinfo/chapter-delegates
---------------------------------------------------------------------
Anne Lord, Senior Manager <lord at isoc.org>
Chapter & Individual Memberships http://www.isoc.org
Internet Society (ISOC) "The Internet is for everyone"
---------------------------------------------------------------------
More information about the Chapter-delegates
mailing list