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Manuals and Miscellaneous Materials Development

4. Preparation of Survey Materials

4.3 Manuals and Miscellaneous Materials Development

4.3.1 Manuals

Based upon the 2011 manuals, updated versions of the manuals listed below were prepared. These new versions provided all staff, both experienced and new, with accurate, detailed manuals for both training and reference:

utilized throughout the training sessions and served as a ready reference when questions arose during fieldwork throughout the year. FIs were also able to access an electronic version of the 2012 FI Manual directly from the CAI Manager on the laptop computer. For supervisory and management staff, the FI Manual was available for reference on the web-based Case Management System (CMS). Veteran FIs were also provided a reference sheet listing important changes made to the manual for 2012.

• Field Interviewer Computer Manual: This companion FI manual provided details about hardware use and care issues for both the iPAQ and the Gateway laptop computer, instructions for using the programs on each computer, transmission steps, and a troubleshooting guide to assist staff encountering technical difficulties. This computer manual was included with—but bound separately from—the FI Manual, so FIs could easily include it in their computer carrying case as a quick reference while working. In 2012, FIs received a copy of the computer manual along with the 2012 FI Manual. An electronic version of the computer manual was also available on the CMS for supervisory and management staff.

• Field Supervisor Manual: This detailed manual for field supervisors (FSs) included instructions and tips for recruiting field staff and managing the counting and listing (C/L) effort and screening and interviewing work. Strategies for managing staff using information on the CMS were also presented, as were administrative issues for both the FSs and their staff. FSs, regional supervisors (RSs), and regional directors (RDs) were able to reference this manual on the CMS.

• Field Supervisor Computer Manual: Explanations of the equipment provided for FSs (computer, all-in-one printer, and peripherals) were included in this separate volume along with instructions on using the various software tools (Windows/Microsoft Word/Microsoft Excel, e-mail, FedEx tracking, etc.). Detailed instructions on how to use the CMS were provided for instruction and reference. FSs, RSs, and RDs were able to reference this manual on the CMS.

• Regional Supervisor Manual: This manual provided specific guidelines for RSs on supervising the FSs in their region and reporting requirements to the RDs. Separate chapters provided instructions for managing the various stages of NSDUH, including FI recruitment, C/L, and screening and interviewing. RSs and RDs were able to reference this manual on the CMS.

• Counting and Listing Manual: This manual included explanations and examples of the detailed C/L procedures. All listers received copies of the manual. Supervisory and management staff working on the C/L phase of NSDUH were able to reference this manual on the CMS.

• Data Quality Coordinator and Consistency Check Manuals: These manuals

documented the processes to be followed by the Data Quality Team in the verification process and in resolving consistency check problems.

• Guide to Controlled Access Situations: This manual, available to all management staff, documented the various ways to try to gain admittance in challenging access situations.

• NSDUH Best Practices Guidebook: This guidebook for project management staff provided details about issues such as chain of command, use of the project network drive, whom to include on various e-mails, and various other specific project-related procedures, protocols, and activities.

4.3.2 Miscellaneous Materials

Based on the 2011 versions, the following respondent materials were updated for 2012: • Reference Date Calendar;

• Interview Payment Receipt; and • Summary of Questionnaire.

Minor modifications from the 2011 versions were made to the following respondent materials:

• Lead Letter (updated the survey year; updated dates on the FI ID Badge image); • Study Description (updated the survey year);

• Intro to CAI for 12-17 (clarified wording of FI instructions above the parental permission script at the top of the page to read, "FIRST, READ THE PARENTAL PERMISSION SCRIPT BELOW AND OBTAIN PERMISSION FROM THE PARENT.");

• Quality Control Form (updated the survey year; lightened the MM/DD text included in the interviewer portion to be less intrusive);

• RTI/SAMHSA Fact Sheet (updated the list of international RTI office locations; updated SAMHSA information and revised the Access to Recovery grant total); • Question and Answer (Q&A) Brochure (updated the list of primary objectives for

NSDUH to be consistent with other NSDUH materials; revised the text to state the interview takes "about an hour");

• NSDUH Respondent Website (updated links to information on NSDUH; updated the NSDUH in the News information Web page with more recent articles and reports and added a video containing footage from the most recent NSDUH press conference; updated the list of primary objectives for NSDUH to be consistent with other NSDUH materials);

• NSDUH Highlights (updated text to reflect the 2010 study results);

• Showcard Booklet (updated the survey year; added additional dosages of Morphine ER (extended release) and Morphine IR (immediate release) to Pill Card A; added

an Informed Consent Reference Guide to the Job Aids section for easy reference; updated text and FI Manual references in the Steps to Maximizing Data Quality exhibit in the Job Aids section to reflect current information; added reminders about plugging in the headphones while setting up the computer and tasks to complete

• Appointment Card (simplified text; re-formatted layout to present a more professional appearance);

• "Sorry I Missed You" Card (re-formatted layout to present a more professional appearance);

• Doorperson Letter (added name and signature; updated dates on the FI ID Badge image; edited the letterhead to make it consistent with the Lead Letter); • Interview Payment Receipt (updated the year; updated information on SAMHSA's

Treatment Referral Helpline);

• Newspaper Article handout (updated with two new articles featuring information on Methamphetamine and marijuana use); and

• SAMHSA Authorization Letter (updated the survey year and contract number). For 2012, one NSDUH short report, The NSDUH Report: Illicit Drug Use Among Older Adults (Center for Behavioral Health Statistics and Quality, 2011a), and two Data Spotlights: OAS Data Spotlight: 12 Year Olds More Likely to Use Inhalants Than Cigarettes or Marijuana (Office of Applied Studies, 2010) and Data Spotlight: Young Alcohol Users Often Get Alcohol from Family or Home (Center for Behavioral Health Statistics and Quality, 2011b), were available for distribution to interviewers.

The following respondent materials remained virtually unchanged from 2011 for use in 2012:

• Certificate of Participation; • Controlled Access Letters; • Intro to CAI for 18+;

• Other Language Introduction Card; • Refusal and Unable to Contact Letters;

• Spanish Card; Verification Letter (English and Spanish versions); and • Who Uses the Data handout.