1. http://cophin.uchsc.edu/ePHocus/ University of Colorado at Denver and Health Sciences Center Department of Preventive Medicine and Biometrics Contact: umit.kaya@uchsc.edu rebecca.hills@uchsc.edu

2. How it works Develop your survey online Deliver your survey via the Web Collect responses via the Web Download your data for further analysis

3. Key features Simple and easy to use No programming required Develop surveys of any size Text, single, and multiple answer questions Questions organized into tables Skip logic Put your logo on each survey Automated e-mail distribution View the number of completed surveys (real time) Export your data for further analysis

4. Main Menu Home  Display a summary of the status of all of your surveys.  Select a survey to work on by clicking on its name.  Change the status of a survey using the drop-down menu. Note: This is the only place from which you can close or delete a survey. Create new survey  Enter the header (title, logo) and contact information for a new survey. Distribution List /Add Respondent  Add a new email address to the pool of potential respondents. Distribution List / Create Target Groups  Create or modify a distribution list from your pool of respondents. About ePhocus  View a description of the ePhocus tool.

5. Edit Manage Survey Information  View, and modify the header (title, logo) and contact information for an existing survey. Manage Purpose and Instructions  Enter or change text describing the purpose of the survey, instructions for completing it, and a consent, if necessary. Create/Edit Questions  Enter or change question text  Enter or change answer options.  Re-order or delete questions.  Enter or change skip patterns.

6. Check View Survey  View the survey as it will appear to respondents. Print Survey  Generate a hard copy of the survey identical to the online version.

7. Make Available Publish  Freeze the design of the survey and make it available for data collection on the web. Distribute/Add New Respondent  Add a new email address to the pool of potential respondents. Distribute/Create Distribution List  Create or modify a distribution list from your pool of respondents. Distribute/Assign Distribution List  Associate the survey with a distribution list. Distribute/Send Survey  Add other email addresses, not in the distribution list, to the list of people who will receive notification of the survey.  Freeze the design of the survey and send email to the selected respondents, giving them a link to the survey. Kiosk  Freeze the design of the survey and make it available for data collection in a kiosk environment. Kiosk causes survey to loop upon submission.

8. Analyze Analyze Results  Generate bar graphs or pie charts for individual survey questions. Export Results  Generate an Excel spreadsheet containing the data from a survey.

9. caDSR Enablement Project Goals Enable ePHocus to access CDEs from the caDSR Compose a White Paper Describe the enablement experience Make recommendations for changes to the caDSR to meet the needs of population scientists in the context of a questionnaire generating tool

10. caDSR Enablement Project Team: Jessica Bondy - PI Umit Kaya – Developer Rebecca Hills – Planning, Development and Technical Writing Dennis Lezotte – Subject Matter Expert Lori Crane – Subject Matter Expert Tim Byers – Subject Matter Expert

11. ETL (Extract Transform Load) ePHocus caDSR CDE Browser (interface) Convert to.txt file OPEN XML procedure ePHocus software (interface) Data Export (XLS) Paper Questionnair e Web Questionnaire caDSR (database) ePHocus (database) TXT file XML file ePHocus Enablement Process Diagram

12. Barriers to Enablement Excel file output from Form Builder Security settings in IE Differences between data in caDSR and ePHocus Fewer fields in ePHocus

13. Skip Patterns Skip data stored at the Form level Skip data not available through Excel download from Form Builder (for NHIS 2005) Two possibilities for Skip Patterns “Skip from” logic IF answer to #1 is yes, THEN skip to #8 “Look-back” logic for a question Display #8 IF #1=YES and #5 = No More flexible and more complex

14. Data Checking Data Type Checks (numeric yes/no) DATATYPE information does exist for Permissible Values Is it recorded consistently? Range Checks (1-7, 99) HIGH VALUE, LOW VALUE for Permissible Values, but what about 99? Formatting (99/99/9999) Formatting information exists under Value Domain Details (Display Format, Max Length, Min Length, Decimal Place), but how should it be implemented?

15. Source and Traceability Many possible levels of source information Organization Reference Documents Origin Organization and Questionnaire (and year) Reference Documents Origin Curator, Context Context History of use Form Usage

16. Recommendations Additional Metadata Validation Information Reading Level of Preferred Question Text Question Grouping For questions with identical valid values For multiple option questions (choose all that apply) HIPAA information (is this value PHI?) Other considerations Where will the data be stored?

17. Next Steps Finalize the White Paper Demonstrate the enablement tool Assist the POP SCI SIG in moving forward with suggestions and recommendations made in the White Paper