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Suggested Citation:"Appendix B Workshop Agendas and Presenters." Institute of Medicine and National Research Council. 2002. The Dynamics of Disability: Measuring and Monitoring Disability for Social Security Programs. Washington, DC: The National Academies Press. doi: 10.17226/10411.
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Suggested Citation:"Appendix B Workshop Agendas and Presenters." Institute of Medicine and National Research Council. 2002. The Dynamics of Disability: Measuring and Monitoring Disability for Social Security Programs. Washington, DC: The National Academies Press. doi: 10.17226/10411.
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Suggested Citation:"Appendix B Workshop Agendas and Presenters." Institute of Medicine and National Research Council. 2002. The Dynamics of Disability: Measuring and Monitoring Disability for Social Security Programs. Washington, DC: The National Academies Press. doi: 10.17226/10411.
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Page 163
Suggested Citation:"Appendix B Workshop Agendas and Presenters." Institute of Medicine and National Research Council. 2002. The Dynamics of Disability: Measuring and Monitoring Disability for Social Security Programs. Washington, DC: The National Academies Press. doi: 10.17226/10411.
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Page 164
Suggested Citation:"Appendix B Workshop Agendas and Presenters." Institute of Medicine and National Research Council. 2002. The Dynamics of Disability: Measuring and Monitoring Disability for Social Security Programs. Washington, DC: The National Academies Press. doi: 10.17226/10411.
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Page 165
Suggested Citation:"Appendix B Workshop Agendas and Presenters." Institute of Medicine and National Research Council. 2002. The Dynamics of Disability: Measuring and Monitoring Disability for Social Security Programs. Washington, DC: The National Academies Press. doi: 10.17226/10411.
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Page 166
Suggested Citation:"Appendix B Workshop Agendas and Presenters." Institute of Medicine and National Research Council. 2002. The Dynamics of Disability: Measuring and Monitoring Disability for Social Security Programs. Washington, DC: The National Academies Press. doi: 10.17226/10411.
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Suggested Citation:"Appendix B Workshop Agendas and Presenters." Institute of Medicine and National Research Council. 2002. The Dynamics of Disability: Measuring and Monitoring Disability for Social Security Programs. Washington, DC: The National Academies Press. doi: 10.17226/10411.
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Suggested Citation:"Appendix B Workshop Agendas and Presenters." Institute of Medicine and National Research Council. 2002. The Dynamics of Disability: Measuring and Monitoring Disability for Social Security Programs. Washington, DC: The National Academies Press. doi: 10.17226/10411.
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Page 169

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Appendix B Workshop Agendas and Presenters Workshop on Functional Capacity and Work Requirements as It Relates to SSA’s Disability Decision Process Research June 4–5, 1998 Committee to Review SSA’s Disability Decision Process Research National Academy of Sciences/Institute of Medicine Cecil and Ida Green Building, Conference Room 104 2001 Wisconsin Avenue, N.W., Washington, D.C. FINAL AGENDA Thursday, June 4 8:30–9:00 a.m. Continental Breakfast 9:00–9:15 a.m. Welcome and Introduction Dorothy Rice, Chair 9:15–9:25 a.m. Purpose and Goals of the Workshop Dorothy Rice 161

162 THE DYNAMICS OF DISABILITY OPENING SESSION 9:25–10:30 a.m. Measuring Functional Capacity of Persons with Disabilities in Light of Emerging Demands in the Workplace (Commentary and discussion will follow) Paper Presented By: Edward Yelin Discussant: Janet Norwood 10:30–10:45 a.m. Coffee Break SESSION ONE 10:45–12:30 p.m. Linking Components of Functional Capacity Domains (Cognitive, Psychosocial, Motor and Sensory/Perceptual) with Work Requirements • What are the specific components of the func- tional capacity domains? • How are the specific components linked to de- mands of work? • Is it possible to develop a baseline of work re- quirements? Can O*NET be used or adapted to meet SSA’s need for an occupational classifica- tion system? Discussion Leader: Howard Goldman Discussants: Edwin Fleishman Cille Kennedy 12:30–1:30 p.m. Lunch in Refectory SESSION TWO 1:30–3:30 p.m. Desired Characteristics of Instruments to Measure Functional Capacity to Work • What are the strengths and limitations of self- reports, proxy reports, performance testing, and clinical observation?

WORKSHOP AGENDAS AND PRESENTERS 163 • How do the strengths and weaknesses of differ- ent measurement approaches vary across the different domains of functioning? • To what extent should assistive devices be con- sidered in measuring functional capacity? • Do different populations have different mea- surement requirements (e.g., schizophrenia vs. arthritis vs. spinal injury vs. Alzheimer’s dis- ease)? Discussion Leader: Alan Jette Discussants: Allen Heinemann Constantine Lyketsos 3:30–3:45 p.m. Coffee Break SESSION THREE 3:45–4:45 p.m. The Use of Functional Capacity Measures in Public and Private Programs in the United States and in Other Countries • What has been their experience in the use of func- tional capacity measures in determining disabil- ity? • What aspects of their measurement of functional capacity might be relevant for SSA’s needs? Discussion Leader: Patricia Owens Discussants: Richard Burkhauser Ian Basnett 4:45–5:30 p.m. General Discussion 5:30 p.m. Adjourn—Reception 6:30 p.m. Dinner for Committee Members and Invited Guests

164 THE DYNAMICS OF DISABILITY Friday, June 5 SESSION FOUR 8:30–9:00 a.m. Continental Breakfast 9:00–10:15 a.m. Adapting Measurement of Functional Capacity to Work to SSA’s Disability Decision Process • What are the criteria for a “successful” measure- ment of functional capacity to work? • Feasibility and practicality of designing and ad- ministering (i.e., safety, cost, etc.) measures of functional capacity to work. • Technical issues of incorporating reliability, va- lidity, sensitivity, and specificity in the context of SSA’s disability decision process. • How can these measurement approaches be linked to work requirements in the context of SSA’s disability decision process? Discussion Leader: Virginia Reno Discussants: Lisa Iezzoni David Stapleton 10:15–10:30 a.m. Coffee Break 10:30–11:00 a.m. Rapporteur’s Review of Major Issues Identified Jane West Kristen Robinson 11:00–12:00 p.m. General Discussion 12:00–12:15 p.m. Concluding Remarks Dorothy Rice 12:15 p.m. Adjourn

WORKSHOP AGENDAS AND PRESENTERS 165 Workshop on Survey Measurement of Work Disability: Challenges for Survey Design and Method May 27–28, 1999 Committee to Review SSA’s Disability Decision Process Research National Academy of Sciences/Institute of Medicine Holiday Inn-Georgetown, Mirage I 2101 Wisconsin Avenue, N.W., Washington, D.C. AGENDA Thursday, May 27 8:30–9:00 a.m. Continental Breakfast 9:00–9:15 a.m. Welcome and Introduction Dorothy Rice, Chair 9:15–9:30 a.m. Welcoming Remarks Jane Ross, Deputy Commissioner, SSA SESSION ONE 9:30–10:30 a.m. Overview of the Two Background Papers: Opportunities for Methodological Research on Survey Measures Related to Disability An examination of the various conceptual models of disability and the disablement process and their ability to address SSA’s disability program require- ments. • The challenges related to the translation of con- ceptual models to valid and reliable questions that can be administered to the general popula- tion. • The identification of the coverage, nonresponse, and measurement error properties of current measures of work disability. • Potential problems in cross-walking among measures of disability collected in a variety of settings and under varying survey conditions.

166 THE DYNAMICS OF DISABILITY Elizabeth Badley Alan Jette Nancy Mathiowetz Contributors: Allan Sampson 10:30–10:45 a.m. Coffee Break SESSION TWO 10:45 a.m.– Implications of Different Concepts for Survey 12:00 noon Measurement Problems • How do the various conceptual models address the dynamic nature of disability and how do these models address SSA’s disability program requirements? • How do the various conceptual models address the role of environment, adaptation, expecta- tions, and perceptions? • What measurement gaps exist between the vari- ous conceptual models of disability and the cur- rent set of disability measures used in federal surveys? Discussion Leader: Robert Groves Contributors: Ellen MacKenzie Allan Hunt 12:00 noon–1:00 p.m. Lunch in Kaleidoscope Room (Committee members and invited guests) SESSION THREE 1:00–2:00 p.m. Sampling, Accessing, and Measuring People with Disabilities • To what extent do varying modes and methods of data collection facilitate participation among persons with disabilities? • If access to a person with a work disability is limited (due to the interface between the survey design and the nature of the disability), how is the measurement of disability affected by the role

WORKSHOP AGENDAS AND PRESENTERS 167 of the proxy respondent—caregiver as respon- dent, other proxy respondent? Can trade-offs be assessed between nonresponse and measurement errors? • What gaps exist in our knowledge of the rela- tive impact of coverage, nonresponse, and mea- surement error on estimates of disability? Discussion Leader: Colm O’Muircheartaigh Contributors: Lawrence Branch Ronald Kessler SESSION FOUR 2:00–3:00 p.m. Questionnaire Development Issues for Measures of Work Disability • In light of developments related to the integra- tion of cognitive theory and survey methodology, how should measures of work disability be evaluated? • How does the dynamic nature of disability and the disablement process impact the measure- ment of work disability? • How is measurement affected by the role of the person providing the information—self- respondent, caregiver as respondent, or other proxy reporters? • To what extent should we look to statistical modeling related to scale reduction as a means for reducing the effects of measurement error? • How will the measurement of work disability in a variety of settings (the DES and other ongo- ing federal data collection efforts) impact SSA’s ability to monitor the pool of people potentially eligible for disability benefits? • What research needs to be conducted to develop robust measures of work disability and to ad- dress the gaps in our knowledge about the mea- surement error properties of current measures? Discussion Leader: Seymour Sudman

168 THE DYNAMICS OF DISABILITY Contributors: Roger Tourangeau Jack McNeil 3:00–3:30 p.m. Coffee Break SESSION FIVE 3:30–5:00 p.m. Role of Environment in Survey Measurement of Disability • How is the measurement of work disability af- fected by environment, perceptions, and expec- tations? • Is there a differential impact of environment on the reporting of disability as a function of the role of the person providing the information— self-respondent, caregiver, or other proxy re- spondent? • What do we know about the measurement of the role of environment, expectations, and per- ceptions with respect to the various sources of survey error, specifically, nonresponse and measurement error? • What gaps exist in our knowledge of how to adequately measure environment and its im- pact on the measurement of work disability? What research needs to be conducted to address these gaps? Discussion Leader: David Gray Contributors: Sandra Berry Lois Verbrugge 5:00–5:30 p.m. General Discussion 5:40–6:40 p.m. Adjourn—Reception for all attendees 6:45 p.m. Dinner in Kaleidoscope Room (Committee members and invited guests)

WORKSHOP AGENDAS AND PRESENTERS 169 Friday, May 28 SESSION SIX 8:30–9:00 a.m. Continental Breakfast 9:00–10:30 a.m. Defining a Research Agenda • What are the criteria for a “successful” measure- ment of functional capacity to work? • Feasibility and practicality of designing and ad- ministering (i.e., safety, cost, etc.) measures of functional capacity to work. • Technical issues of incorporating reliability, validity, sensitivity, and specificity in the con- text of SSA’s disability decision process. • How can these measurement approaches be linked to work requirements in the context of SSA’s disability decision process? Discussion Chair: Dorothy Rice 10:30–10:45 a.m. Break 10:45 a.m.– General Discussion 12:00 noon Moderator: Robert Groves 12:00–12:15 p.m Concluding Remarks . Dorothy Rice 12:15 p.m. Adjourn

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The Society Security disability program faces urgent challenges: more people receiving benefits than ever before, the prospect of even more claimants as baby boomers age, changing attitudes culminating in the Americans With Disabilities Act. Disability is now understood as a dynamic process, and Social Security must comprehend that process to plan adequately for the times ahead. The Dynamics of Disability provides expert analysis and recommendations in key areas:

  • Understanding the current social, economic, and physical environmental factors in determining eligibility for disability benefits.
  • Developing and implementing a monitoring system to measure and track trends in work disability.
  • Improving the process for making decisions on disability claims.
  • Building Social Security's capacity for conducting needed research.

This book provides a wealth of detail on the workings of the Social Security disability program, recent and emerging disability trends, issues and previous experience in researching disability, and more. It will be of primary interest to federal policy makers, the Congress, and researchers—and it will be useful to state disability officials, medical and rehabilitation professionals, and the disability community.

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