Installation Instructions and Quick Start Guide PHRST tools Survey
Contents
1. Installation Instructions and Quick Start Guide North Carolina Center fon PHRST tools Survey Site Selection Toolkit pu blic Health C Vyareaness This document describes the following minimum software and data requirements for using PHRST tools installation instructions for the toolkit and a quick start section for implementing a 30 7 cluster sample Fora more detailed description of the toolkit and cluster sampling methodology please refer to the CASPER and SHARPgis user s manual UsersWanual_CASPER_SHARPgis pdf Minimum Software and Data Requirements To install the tool you must be running a Windows operating system such as Windows XP or Vista In addition you will need ESRI ArcGIS 9 x software You must also have a street network and an associated address locator for reverse geocoding the survey points We recommend using the streets and address locators from StreetWap North America USA which is part of ESRI Data amp Maps released with ArcGIS 8 x and above Installation of Toolkit 1 If you are running Windows XP simply double click the install bat file in the installFiles directory and move on to step 2 For Vista users you must have administrative rights to edit the registry If you are not an admin on your machine contact your IT person If you are do the following a Start Programs Accessories right click on Command Prompt and choose Run as Administrator Click continue in the User Access Control window to con2. to E the following layer s Block Group O County O States I Only show selectable layers in this list _ thats have their centroid in the features in this layer gt County at V Use selected features 2 features selected Apply a buffer to the features in County Figure 3 Use the Select by Location tool in ArcMap to select the block groups you wish to sample from 6 Atthis point you are ready to use the first tool under Survey Sampling Generate Random Survey Sites 2 Learn more about SHARP and how you can request assistance at http nccphp sph unc edu sharpgis 10 Generate Survey Points X Mallay Sample method This sample method selects randomly selected points using a eighted average of the population that you are sampling Number of Areas 2p Number of Surveys 7 gt Leal Select the Boundary layer to Overlay Block Group a yy Unique ID FIPS Accumulation HSE UNITS Field led Figure 4 The Generate Survey Points tool implements the Malilay et al 1998 sampling method a two stage random selection in which the first stage selects a sample of n clusters with a probability proportional to population in each cluster Typically cluster sampling is conducted using 30 block groups clusters with 7 surveys per group Choose the Block Group layer as the boundary layer FIPS as the unique ID and HSE_ UNITS or Population as the A
3. PHRST_tools mxd a If this map document is not available you must add to ArcMap i County boundary shapefile and call the layer County ii Block group shapefile and call the layer Block Group iii A StreetMap layer for visual reference The ArcGIS Online layer World Street Map is a good option if you have an internet connection 2 Choose an address locator The address locator is a very large file and should ideally be copied locally onto your machine so that it will run faster Select the find tool Fh and then select the Addresses tab Choose the Street_Addresses_US loc file from ESRI Data and Maps or StreetMap USA and then close out the Find dialog You must also add the Street sdc layer from Streetmap North America 4 Select your primary sampling frame Typically surveys are conducted on a county basis If this is the id case then use the select features tool j to select your counties of interest 5 Next you will select those block groups within your counties An easy way to do this is from the Selection menu choose Select by Location You want to select features from Block Group that have their centroid in the features in this layer County Check the box next to Block Group select have their centroid in choose the County layer and check the box next to Use selected feaures Click OK Lets you select features from one or more layers based on where they are located in relation to the features in another layer I want
4. al Selected 0 Total number of Reset Button Serer Assign features selected This tool will reset the selected Assign button records to Assigns the unassigned If no selected records to points are selected a team it resets the entire featureclass to unassigned Team List List of teams that have already by created Figure 6 The Group Teams Control is a dockable window that you can place anywhere in your map document This tool will keep track of your selections and team assignments 11 With the Group Survey Sites window open the group survey sites button will be active as shown below With the cursor draw a polygon around the sites you want to group Double click to complete the polygon and select the sites They will become highlighted to illustrate their selection PHRST Tools a i Route Su cursor you can draw a polygon around sites as shown above as the blue dotted line 12 Click Assign to assign these sites to Team 1 Continue until all sites have been assigned 13 You now have 210 sample locations assigned to different teams To final step in the PHRST Tools is to make the route and create team folders First you must set a Staging Area Open the Find Dialog in ArcMap Ph 14 Enter the address of the staging area including city state and zip code 15 Click the Find button 4 Learn more about SHARP and how you can request assistance at http nccphp sph unc edu sharpgis Citation 16 When y
5. ccumulation Field Click Run As the tool runs you will see a Processing message with the FIPS code in the lower left corner of the map document and Trys which keeps track of sampling Upon completion all of the groups will be selected and a temporary layer file call Survey Sites will be added to your document with two categories Assigned and Not Assigned Close the Generate Survey Points window Layers El Survey Sites Assigned Not Assigned Figure 5 After the Generate Survey Points tool has completed a temporary layer called Survey Sites will be added to your ArcMap document For details on other survey sampling methods refer to the user s manual The next step is to group the sites into survey teams using the Group Survey Sites This dockable window and tool will keep track of changes made to the selection of the survey sites layer and keep track of how many teams have been assigned It is not required that you use this tool A combination of the selects features tool is and attribute editing to assign teams can also be employed Learn more about SHARP and how you can request assistance at http nccphp sph unc edu sharpgis This is a counter Group Teams Control x of how many Teams Assignments total teams have 1 been assigned Total This field keeps track of how many Assigned 21 features have been assigned and not ene Next Team Name Not Assigned 180 assigned to teams of the next team Te am z pease Tot
6. firm b Change the path to the location you saved the install bat file and run the batch file Administrator Command Prompt Microsoft Windows Version 6 6 6682 Copyright ic 2666 Microsoft Corporation fll y Co Windows lt s ystems oD D gt cd Do Simonsscratch installFiles De Simonsscratch installFiles gt install hbat_ Figure 1 The administrator command prompt is necessary for installation of the PHRST tools in VISTA 2 If successful the batch fill will generate the following messages a DllRegisterServer in PublicHealth516 dll succeeded Click OK b Registry Editor asking you if you trust the source of the reg Click Yes c PublicHealth516 reg successfully added to the registry Click OK 3 Now you must load the toolbar in ArcMap Open ArcMap Click on the Too s menu and choose Customize 5 Under the Toolbars section check the box next to PHRST Tools and the toolbar should appear in ArcMap Close the customize dialogue P PHRST Tools x Figure 2 The PHRST Tools toolbar will appear in Arcmap after installation and loading of the tool 1 The toolkit has not been tested on Windows 7 or Mac OS running Boot Camp or duel boot There are known conflicts with Windows XP 64 bit The toolkit has been tested on ArcGIS 9 2 and 9 3 1 Learn more about SHARP and how you can request assistance at http nccphp sph unc edu sharpgis Quick Start for implementing a 30 7 cluster sample 1 Open the SHARPgis_
7. odified cluster sampling method for post disaster rapid assessment of needs Bulletin of the World Health Organization 74 4 399 405 5 Learn more about SHARP and how you can request assistance at http nccphp sph unc edu sharpgis
8. ou get a list of address candidates in the bottom of the dialog right click on the address you want to use 17 In the context menu choose Add Point This will add the address to the map as a graphic a CL Features Places Addresses Route Locations Choose an address locator Street_Addresses US Street or Intersection 409 Roberson St City Canboro m NC AIP 2751 0 Show Standardization Show all candidates Right click a row to show context menu R a Flash Zoom To 4 2 panTo One E daims Bookmark Figure 8 With the Ltda en can locate where surveyors will depart and regroup 18 Select the graphic using the select elements tool k 19 Click on the Set Staging Area button on the PHRST toolbar and the graphics symbol will change to the global staging area symbol Tm 20 Click the Route Survey Sites Choose the output folder for routes and stops to be placed 21 Check the box next to the options you wish to use Generate Directions will create a text file of driving directions Create a folder for each team will place a shapefile of sites for each team in their own folder To start and stop the routes from the staging area check that box 22 After clicking OK you will now be ready to upload these files onto a mobile device for use with ArcPad For additional information please refer to the user s manual Malilay J Flanders W D amp Brogan D 1996 A m
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