[Chapter-delegates] members.isoc.org ->chapter membership data synchronisation project

Anne Lord lord at isoc.org
Tue Feb 16 09:07:13 PST 2010


[Apologies for duplicates]

Dear Colleagues,

As a follow up to both Joly's and Hans Peters very helpful comments  
about the AMS, I would like to expand on a couple of things as  
important follow up:

1.  Support guides and training

I have put on to the Chapter wiki the various AMS supporting  
documentation (login is required to the wiki). There are 4 documents  
you may be interested in:

* An ISOC members guide to the portal - please feel free to put this  
on your website for your members
* An overview of the ISOC AMS - this contains information more  
oriented to Chapter Officers
* A Chapter Officer "Go Live" document - information on how to manage  
your membership data
* Updated instruction document for synchronising Chapters membership  
data

The above documents be found at:  http://wiki.chapters.isoc.org/tiki-list_file_gallery.php?galleryId=9 
  (or at http://tinyurl.com/ydygvat).  PLEASE NOTE - that a login is  
required to the wiki. I have also attached the PDF documents to this  
email.

2. Chapter Members Data synchronisation - deadline for financial  
incentive EXTENDED to June 30, 2010

Joly made mention below of the importance and need to reconcile  the  
various sources of membership data.   We recognise that the work to do  
this may impose an additional burden on our volunteer leaders so at  
the end of 2009 we made a financial offer to help Chapters with this  
task.  That offer had a deadline of December 31st. A number of  
Chapters were successful in synchronising their data (and  
congratulations goes to the Bulgaria Chapter who were first!). However  
many Chapters have not yet started this work so we are extending the  
deadline to June 30th 2010. The offer is detailed in full at:

http://elists.isoc.org/pipermail/chapter-delegates/2009-December/005640.html 
.

The instructions for the data upload have been updated in the attached  
pdf and on the wiki page. PLEASE NOTE - In the earlier email, I made  
an error so to be clear, the amounts are:
* 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 500 members returned and uploaded into AMS.

**Email addresses are required as a minimum for new or updated member  
information.
With help from the Regional Bureau staff, we will be contacting  
Chapter Officers individually and by region to see if you need help in  
logging in to the AMS and to reconciling your Chapter membership  
data.   If you have any questions regarding the AMS, training or the  
data incentive, please do not hesitate to send email to <ams-project at isoc.org 
 > or <chapter-support at isoc.org>.

Best wishes
Anne
On behalf of the AMS and Chapter support teams
--

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> I have only just achieved Administrator status for ISOC-NY and am
> myself embarking on earning that sum..
>
> While, as Rudi noted earlier, a little clunky in appearance the AMS
> does appear to be functional. In contrast to the previous system,
> where it was necessary to join then re-login to join a chapter, which
> could only be done individually - it is now all in the one sign-up
> process and a matter of just clicking on multiple boxes to "join" as
> many chapters as one is inclined, regardless of individual chapter
> membership policies. However,
> if one chooses to join a chapter one then is told the following:
>
> " Thanks for expressing interest in joining ISOC chapters!
> A chapter representative will be contacting you soon to discuss
> joining the indicated chapter(s).
> Please note that indicating interest in a chapter does not mean
> automatic enrollment - the chapter representative will explain the
> exact membership terms for his or her chapter in detail."
>
>
> Within the AMS there is a then a further approval process before any
> such membership becomes current.
> https://portal.isoc.org/EBusiness/Chapters/ChapterMembershipApproval.aspx
>
> Then, as Marcin points out, it is the Chapter Administrator's
> responsibility to keep an eye on this and, if there are approval
> criteria or dues  to be collected, to process accordingly.  These
> terms can be specified in
> https://portal.isoc.org/EBusiness/Chapters/TermsEdit.aspx  (However I
> have not had success with this!) - presumably that copy then shows up
> in the response form above..
>
> Similarly if the chapter has members that are missing from the ISOC
> system then they can be bulk added at
> https://portal.isoc.org/EBusiness/Chapters/AddMembers.aspx  - so it it
> is quite elementary to collect members and add them to the system.
> What further notification they receive from ISOC is not clear.
>
> AFAIK there is no system that automatically notifies Chapter Admins of
> new joiners or am I wrong?
>
> There is a support  email amshelp at isoc.org
>
>
> joly

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Anne Lord, Senior Manager                             <lord at isoc.org>
Chapter & Individual Memberships                  http://www.isoc.org
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