xFACT Master Bibliography

Studies of TTSS/xFACT Taxonomy or Structure

Park, M., Park, K.-H., Park, J.-H., & Smith, R. O. (2020). The Restaurant Accessibility and Task Evaluation Tool: Development and Preliminary Validation. Therapeutic Science for Rehabilitation, 9(3), 35–51. https://doi.org/10.22683/TSNR.2020.9.3.035.

Harris, F. & Sprigle, S. (2008). Outcomes measurement of a wheelchair intervention. Disability Rehabilitation and Assistive Technology,3(4), 171-80. https://www.tandfonline.com/doi/abs/10.1080/17483100701869784?journalCode=iidt20

Harris, F. (2006). Interpreting Assistive Technology Outcomes. Proceedings of the 29th Annual RESNA Conference, Baltimore, MD. https://www.resna.org/sites/default/files/legacy/conference/proceedings/2006/Research/Outcomes/Harris.html

Hapeman, C. , Krzynefski, T., Randazzo, D., Youells, L., Ree, T., & Anson, D. (2004). The Effect of AAC on Functional Activities and Perceived Quality of Life: A Single Case Study.

Park, M., Park, K.-H., Park, J.-H., & Smith, R. O. (2020). The Restaurant Accessibility and Task Evaluation Tool: Development and Preliminary Validation. Therapeutic Science for Rehabilitation, 9(3), 35–51. https://doi.org/10.22683/TSNR.2020.9.3.035.

Warnke, J. M. (2001). A comparison study of OT FACT with the SF-36 health survey by Jill M. Warnke. Thesis (M.S. in Occupational Therapy). University of Wisconsin-Milwaukee, 2001. Available through University of Wisconsin-Milwaukee Library.

Hammel, J., Sai, J. S., & Heller, T. (1999). Functional outcomes of assistive technology for adults with developmental disabilities. Proceedings of the 22nd Annual RESNA Conference, Long Beach, CA, 22, 195-197. https://www.worldcat.org/title/proceedings-of-the-resna-99-annual-conference-spotlight-on-technology-june-25-29-1999-long-beach-convention-entertainment-center-long-beach-california/oclc/43477924#borrow

Tinetti, M. E., Baker, D. I., Gottschalk, M., Williams, C. S., Pollack, D., Garrett, P., et al. (1999). Home-based multicomponent rehabilitation program for older persons after hip fracture: a randomized trial. Archives of Physical Medicine and Rehabilitation, 80(8), 916-922. https://pubmed.ncbi.nlm.nih.gov/10453768/ 

Bhasin, C. A., & Goodman, G. D. (1992). The use of OT FACT categories to analyze activity configurations of individuals with multiple sclerosis. Occupational Therapy Journal of Research, 12(2), 67-79. https://doi.org/10.1177/153944929201200201

Studies and Reliability & Validity of the OTFACT Application

Smith, R. O. (2002). OTFACT: Multi-level performance-oriented software with an assistive technology outcomes assessment protocol. Technology and Disability, 14, 133 – 139. https://content.iospress.com/articles/technology-and-disability/tad00100

Smith, R. O. (1999). OT FACT applications in mental health. In B. J. Hemphill-Pearson (Ed.), Assessments in occupational therapy mental health: An integrative approach to the evaluative process (pp. 289-402). Thorofare, NJ: Slack Incorporated. https://www.worldcat.org/title/assessments-in-occupational-therapy-mental-health-an-integrative-approach/oclc/40715701 

Davel, N., & Smith, R. O. (1996). Functional impact of assistive technology on people with hemiplegia from stroke. Proceedings of the 19th Annual RESNA Conference, Arlington, VA. https://www.dinf.ne.jp/doc/english/Us_Eu/conf/resna96/page42.html 

Smith, R. O. (1993). Assessing the impact of assistive technology using OT FACT version 2.0. Proceedings of the 16th Annual RESNA Conference, Arlington, VA.

Roger O. Smith; Computer-Assisted Functional Assessment and Documentation. American Journal of Occupational Therapy 1993;47(11):988–992. https://doi.org/10.5014/ajot.47.11.988

Rust, K. L., & Smith, R. O. (1992). Use of functional outcome measures to assess co-variate dimensions of function [Abstract]. Archives of Physical Medicine and Rehabilitation, 73. https://www.archives-pmr.org/issue/S0003-9993(00)X0095-0

Smith, R. O. (1992). Comparative reliability of dynamic trichotomous tailored sub-branching scoring (TTSS) and static functional assessment methods [Abstract]. Archives of Physical Medicine and Rehabilitation, 73. https://www.archives-pmr.org/issue/S0003-9993(00)X0095-0 

Smith, R. O., & Rust, K. L. (1992). Construct and content validity of dynamic tailored questions sets used in functional assessment [Abstract]. Archives of Physical Medicine and Rehabilitation, 73. https://www.archives-pmr.org/issue/S0003-9993(00)X0095-0 

Smith, R. O. (1987). Using the occupational therapy comprehensive functional assessment (OTCFA) to evaluate the efficacy of technological intervention in rehabilitation. Proceedings of the 10th Annual RESNA Conference, Washington, DC. https://www.worldcat.org/title/resna-87-meeting-the-challenge-proceedings-of-the-10th-annual-conference-on-rehabilitation-technology-june-19-23-1987-san-jose-california/oclc/27395960 

Smith, R. O., & Barris, R. (1985). Comprehensive functional assessment: Strategy and framework [Abstract]. Archives of Physical Medicine and Rehabilitation, 66. https://www.archives-pmr.org/issue/S0003-9993(00)X0051-2

OTFACT Software and Manual Versions Published

Smith, R. O. (1995). OT FACT software system for integrating and reporting occupational therapy assessment, version 2.03 [computer software and manual]. Rockville, MD: American Occupational Therapy Association.

Smith, R. O. (1992). OT FACT software system for integrating and reporting occupational therapy assessment, version 1.1 [computer software and manual]. Rockville, MD: American Occupational Therapy Association.

Smith, R. O. (1990). OT FACT administration, scoring guide and tutorial. Rockville, MD: American Occupational Therapy Association.

Smith, R. O. (1990). OT FACT software system for integrating and reporting occupational therapy assessment, version 1.0 [computer software and manual]. Rockville, MD: American Occupational Therapy Association.

Minor Writings

Rust, K. L., Borden, P., & Smith, R. O. (1992, September 10). OT FACT seeks testers for expanded software. OT Week, 6(36), 36-37.

Smith, R. O. (1990). Computerizing a system for integrating and reporting functional assessment. In Technology Review ’90. Rockville, MD: American Occupational Therapy Association, Inc.

Learn more about OTFACT by clicking on the following links

https://www.uwm.edu/r2d2/projects/xfact-software-platform/otfact/

OTFACT

MED-AUDIT Publications and Proceedings

Mendonca, R., & Smith, R. O. (2011). Development of a methodology to measure accessibility. Universal Design Conference. Proceedings of the FICCDAT International Conference. Toronto, Canada.

Mendonca, R., & Smith, R. O. (2011). Effects of providing accessibility information to people with disabilities. RESNA/ICTA Conference. Proceedings of the FICCDAT International Conference. Toronto, Canada.

Mendonca, R., Smith, R. O., Lemke, M., Anson, D., & Hirschman, A. (2009). Measurement Approaches and Tools for Accessibility and Universal Design: Environments, Products, Educational Methods and Informational Sources [Abstract]. Proceedings of the RESNA 32nd International Conference on Technology and Disability: Research, Design, Practice and Policy. New Orleans, LA.

Smith, R. O., & Mendonca, R. (2009). New Methodology to Evaluate the Consequences and Usefulness of Providing Accessibility Information [Abstract]. Proceedings of the RESNA 32nd International Conference on Technology and Disability: Research, Design, Practice and Policy. New Orleans, LA. https://www.resna.org/sites/default/files/legacy/conference/proceedings/2009/JEA/Mendonca.html 

Mendonca, R., Smith, R. O., Lemke, M., & Winters, J. (2008). Expert validation of the MED-AUDIT (Medical Equipment Device-Accessibility & Universal Design Information Tool). Proceedings of the RESNA 31st International Conference on Technology and Disability: Research, Design, Practice and Policy. https://www.resna.org/sites/default/files/legacy/conference/proceedings/2008/JEA/Mendoca.html 

Smith, R. O., Rust, K. L., & Siegler, S. (2007). Assistive technology devices and universal design assessments: Theoretical relationships and implications on measurement. In J. M. Winters and M. F. Story (Eds.), MEDICAL INSTRUMENTATION Accessibility and Usability Considerations (pp. 119-130). Boca Raton: CRC Press. https://www.taylorfrancis.com/chapters/edit/10.1201/9781420006223-9/assistive-technology-devices-universal-design-assessments-theoretical-relationships-implications-measurement-roger-smith-kathy-longenecker-rust-stephanie-siegler 

Smith, R. O., Barnekow, K., Lemke, M. R., Mendonca, R., Winter, M., Schwanke, T. D., & Winters, J. M. (2007). Development of the MED-AUDIT (Medical Equipment Device-Accessibility and Universal Design Tool). In J. M. Winters and M. F. Story (Eds.), MEDICAL INSTRUMENTATION Accessibility and Usability Considerations (pp. 283-296). Boca Raton: CRC Press. https://www.researchgate.net/publication/335957947_Development_of_the_Medical_Equipment_Device_Accessibility_and_Universal_Design_Information_Tool 

Mendonca, R. & Smith, R. O. (2006). MED-AUDIT (Medical Equipment Device-Accessibility and Universal Design Information Tool): Usability analysis. Proceedings of the RESNA 29th International Conference on Thriving in Challenging Times: The Future of Rehabilitation Engineering and Assistive Technology.

Lemke, M., Winter, M., Pizur-Barnekow, K., Mendonca, R., Schwanke, T. D., Winters, J., & Smith, R. O. (2005). RERC-AMI R3 resource document: MED-AUDIT Black Box System (BBS) taxonomy. Retrieved from the World Wide Web: https://www.uwm.edu/r2d2/projects/med-audit/r3-resources-and-documents/black-box-system-bbs-med-audit-taxonomy/.

Lemke, M., Winter, M., Pizur-Barnekow, K., Mendonca, R., Schwanke, T. D., Winters, J., & Smith, R. O. (2005). RERC-AMI R3 resource document: MED-AUDIT Expert User System (EUS) taxonomy. Retrieved from the World Wide Web: https://www.uwm.edu/r2d2/projects/med-audit/r3-resources-and-documents/expert-user-system-eus-med-audit-taxonomy/.

Mendonca, R. (2005). Assessing the usability and the reliability of MED-AUDIT. Proceedings of the 29th Annual Great Lakes Biomedical Conference, Biomedical Informatics: Applications, Achievements, and Frontiers: The Milwaukee Chapter of IEEE EMBS.

Mendonca, R. (2005). RERC-AMI R3 resource document: Measuring accessible medical instrumentation: Annotated bibliography. Retrieved from the World Wide Web: https://www.uwm.edu/r2d2/projects/med-audit/r3-resources-and-documents/measuring-accessible-medical-instrumentation-annotated-bibliography/.

Pizur-Barnekow, K., Lemke, M. R., Smith, R. O., Winter, M., & Mendonca, R. (2005). Measuring accessibility and universal design of medical devices: The Medical Equipment Device Accessibility and Universal Design Information Tool (MED-AUDIT). Proceedings of the RESNA 28th International Conference on Technology and Disability: Research, Design, Practice and Policy. https://www.resna.org/sites/default/files/legacy/conference/proceedings/2005/Research/JEA/Pizur.html 

Winter, M. & Lemke, M. (2005). RERC-AMI R3 resource document: MED-AUDIT impairment categories: Working towards mapping AMI usability. January 2005. Retrieved from the World Wide Web: https://www.uwm.edu/r2d2/projects/med-audit/r3-resources-and-documents/med-audit-impairment-categories-working-towards-mapping-ami-usability/.

Presentations

Mendonca, R., & Smith, R. O. (2011, June). Development of a methodology to measure accessibility. Presented at the Universal Design Conference of the FICCDAT International Conference. Toronto, Canada.

Mendonca, R., Smith, R. O., Lemke, M., Anson, D., & Hirshman, A. (2009, June 24). Measurement approaches and tools for accessibility and universal design: environments, products, educational methods and informational sources. Presented at the RESNA 32nd International Conference on Technology and Disability: Research, Design, Practice and Policy.

Smith, R. O., & Mendonca, R. (2009 June). New methodology to evaluate the consequences and usefulness of providing accessibility information. Presented at the RESNA 32nd International Conference on Technology and Disability: Research, Design, Practice and Policy.

Mendonca, R., & Smith, R. O. (2009, April 24). Quantifying the accessibility of medical devices: development and use of the MED-AUDIT. Presented at the American Occupational Therapy Association (AOTA) Conference, Houston, TX.

Mendonca, R., Smith, R. O., Lemke, M., & Winters, J. (2008, June 29). Expert validation of the MED-AUDIT (Medical Equipment Device-Accessibility & Universal Design Information Tool). Presented at the RESNA 31st International Conference on Technology and Disability: Research, Design, Practice and Policy.

Mendonca, R. J. (2008, February 22). Quantifying the accessibility of medical devices: Development and validation of the MED-AUDIT. Presentation at the International Conference on Aging, Disability and Independence, St. Petersburg, FL.

Mendonca, R. J., Patrick, T. B., & Smith, R. O. (2007, November 10-14). The MED-AUDIT Ontology Version 1: An ontology for auditing the accessibility of medical devices. Presentation at the Annual American Medical Informatics Association Symposium from Foundations to Applications to Policy, November, 13, Chicago, IL.

Mendonca, R. & Smith, R. O. (2007, June 15-19). Validity analysis: MED-AUDIT (Medical Equipment Device-Accessibility and Universal Design Information Tool). Poster Presented at the RESNA 30th International Conference on Technology and Disability: Research, Design, Practice and Policy, Phoenix, AZ.

Mendonca, R. & Smith, R. O. (2006, June 24). MED-AUDIT (Medical Equipment Device-Accessibility and Universal Design Information Tool): Usability analysis. Poster presented at the 29th International Conference on Thriving in Challenging Times: The Future of Rehabilitation Engineering and Assistive Technology, Atlanta, GA.

Mendonca, R. & Smith, R. O. (2005, April 22). Assessing the usability and reliability of MED-AUDIT. Presented at the 29th Annual Great Lakes Biomedical Conference, Biomedical Informatics: Applications, Achievements, and Frontiers: The Milwaukee Chapter of IEEE EMBS, Racine, WI.

Pizur-Barnekow, K., Lemke, M. R., Smith, R. O., Winter, M., & Mendonca, R. (2005, June 26). Measuring accessibility and universal design of medical devices: The Medical Equipment Device-Accessibility and Universal Design Information Tool (MED-AUDIT). Presented at the RESNA 28th International Conference on Technology and Disability: Research, Design, Practice and Policy, Atlanta, GA.

Dissertation

Mendonca, R. (2005). Assessing the Usability of MED-AUDIT (Medical Equipment Device – Accessibility and Universal Design Information Tool). Unpublished master’s thesis, University of Wisconsin-Milwaukee. Available through the University of Wisconsin-Milwaukee Library.

Learn about the MED-AUDIT

HAFT

Thesis

Schaaf, C. (2009). Preliminary development and validation of an occupational-based outcome measure to determine the effectiveness of home modifications. Unpublished master’s thesis, University of Wisconsin-Milwaukee. Available through the University of Wisconsin-Milwaukee Library.

Learn about the HAFT

RATE-IT

Presentations

Park, M., Smith, R. O., & Liegl, K. (2011, June). The Restaurant Accessibility and Task Evaluation Tool (RATE-IT). Presented at the Universal Design Conference of the FICCDAT International Conference. Toronto, Canada.

Park, M., Liegl, K. P., & Smith, R. O. (2011, April). Preliminary validation of the Restaurant Accessibility and Task Evaluation Information Tool (RATE-IT). AOTA 91st Annual Conference, Philadelphia, PA.

Liegl, K. P., Lemke, M. R., Park, M., Erfurth, A., & Smith, R. O. (2011). Differences between Architecture and Occupational Therapy Student Perceptions of Restaurant Accessibility using the RATE-IT Evaluation Tool. Poster presentation at the National Conference on Undergraduate Research 2011, Ithaca, NY.

Thesis/Dissertation

Erfurth, A. (May 2011). Measurement of restaurant accessibility by people with disabilities: Preliminary consequential and construct validity of a restaurant universal design assessment. Unpublished master’s thesis, University of Wisconsin-Milwaukee. Available through the University of Wisconsin-Milwaukee Library.

Park, M. (April 2011). Preliminary validation of the Restaurant Accessibility and Task Evaluation Information Tool (RATE-IT): Content and construct validity. Unpublished master’s thesis, University of Wisconsin-Milwaukee. Available through the University of Wisconsin-Milwaukee Library.

Learn about the RATE-IT Taxonomy

ACES/SCAN-IT

Presentations

Smith, R. O., Hirschman, A., & Kastner, M. (2008, July 14). A student measure of campus accessibility: The ACES taxonomy. Presented at the 31st annual international AHEAD Conference, Reno, NV.

Fernandes, A., & Smith, R. O. (2011, April). Obstacles and facilitators of inclusive post-secondary education for students with disabilities: An instructor perspective. AOTA 91st Annual Conference, Philadelphia, PA.

Fernandes, A., & Smith, R. O. (2010, May). SCAN-IT: The Student Campus Accessibility Needs Inventory Tool. AOTA 90th Annual Conference, Orlando, FL.

Thesis

Kastner, M. (2009). Measuring barriers on a post-secondary campus from a student perspective using the Accessible Campus Environment Survey (ACES). Unpublished master’s thesis, University of Wisconsin-Milwaukee. Available through the University of Wisconsin-Milwaukee Library.

Fernandes, A. (2010). Effects of student needs and universal design information on increasing instructor willingness to implement inclusive course design features. Unpublished master’s thesis, University of Wisconsin- Milwaukee. Available through the University of Wisconsin-Milwaukee Library.

Learn about the SCAN-IT & ACES Taxonomies

Trans-FACT

Peer reviewed publications

Crabtree, J. L., Justiss, M. D., & Troyer, J. D. (2008). Characteristics and environmental factors of paratransit applicants: A step toward understanding the person-environment dynamic and customer satisfaction. Paper presented at the Transportation Research Board (TRB) Annual Meeting, Washington, DC.

Crabtree, J. L., Troyer, J. D., & Justiss, M. D. (2009). The intersection of driving with a disability and being a public transportation passenger with a disability. Topics in Geriatric Rehabilitation April/June, 25(2), 163-172.

Crabtree, J. L., & Mushi, C. (In press). Public transportation and access to food: An overlooked instrumental activity of daily living. OTJR Occupation Participation and Health.

Peer-reviewed presentations

Crabtree, J. L. & Fess, E. E. “Community Mobility: The Missing Link between Health and Quality of Live” International Conference on Aging, Mobility and Quality of Life, University of Michigan, 24-26 June 2012.

Crabtree, J. L. & Mushi-Brunt, C. “You Must Get Out of the Car Sometime: Community Mobility Beyond Driving–Opportunities for Innovation and Best Practice in All Practice Settings” 1.5 hours Short Course, AOTA Conference, Indianapolis, Indiana, April 2012.

Crabtree, J. L., Mushi-Brunt, C., Binion, W., Fairchild, K., Heusmann, Rachel, Schwanholt, H. “Public transportation to food access—Not a smooth ride: A secondary data analysis”. 24th Annual Midwestern Dean’s Occupational Therapy Research Conference. Saint Louis University, St Louis, MO, March 2011.

Crabtree, J. L., Justiss, M., and Fogle, C., “Public transportation as a community mobility IADL: Occupational therapy’s role”, AOTA 2007 annual conference April 2007.

Master’s Theses from the COMPASS Lab:

Aspy, R., Fairchild, P., Gray, D., & Paitsell-Maifert, D. (2011). Is Community mobility addressed in discharge planning? A systematic literature review. (Master’s of Science in Occupational Therapy), Indiana University, Indianapolis.

Binion, W., Fairchild, K., Heusmann, R. and Schwanholt, H. (2010). The relationship between public transportation and food access in individuals with disabilities. (Master’s of Science in Occupational Therapy), Indiana University, Indianapolis.

Boehrer, R., Braun, S., Hampton, M., & Tara R. (2012). Validation of the TransFACT Assessment: Content validity. (Master’s of Science in Occupational Therapy), Indiana University, Indianapolis, Indiana.

Buhrt, B., Graber, D., Gutierrez, H. and Hadley, E. (2009). Lived experience of paratransit transportation for persons with developmental disabilities. (Master’s of Science in Occupational Therapy), Indiana University, Indianapolis, Indiana.

Copeskey, C., Lockhart, L., Kappes, W., & Sullivan, J. (2013). Statistical Analyses of the TransFACT Assessment: Inter-rater /Intra-rater Reliability & Content/ Construct Validity. (Master’s of Science in Occupational Therapy), Indiana University, Indianapolis, Indiana.

Cardinal, T., Duff, B., Lanning, S., & Van , J. (2011). The relationship of post-stroke depression and community mobility: A systematic literature review (Master’s of Science in Occupational Therapy), Indiana University, Indianapolis, Indiana.

Ebrecht, A., Osborn, K., Schleusner, C., & Yuodzukinas, S. (2007). Characteristics and environmental factors of paratransit applicants: A descriptive study. (Master’s of Science in Occupational Therapy), Indiana University, Indianapolis, Indianapolis.

Haddan, V., Hopf, B., Kennedy, K. and Shively, A. C. (2009). Opening doors: The lived experience of older adults using paratransit. (Master’s of Science in Occupational Therapy), Indiana University, Indianapolis, Indianapolis.

Spiehler, M., Westberg, J. and Williams, M. (2008). Literature review of assessment tools of cognitive skills required for riding a fixed route bus system. (Master’s of Science in Occupational Therapy), Indiana University, Indianapolis, Indiana.