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The Compelling Display of Health & Safety Information to Achieve Desired Decision Making Robert Emery, DrPH, CHP, CIH, CSP, RBP, CHMM, CPP, ARM Assistant Vice President for Safety, Health, Environment & Risk Management The University of Texas Health Science Center at Houston Associate Professor of Occupational Health The University of Texas School of Public Health

The Compelling Display of Health & Safety Information to Achieve Desired Decision Making Robert Emery, DrPH, CHP, CIH, CSP, RBP, CHMM, CPP, ARM Assistant

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The Compelling Display of Health & Safety

Information to Achieve

Desired Decision Making

Robert Emery, DrPH, CHP, CIH, CSP, RBP, CHMM, CPP, ARMAssistant Vice President for Safety, Health, Environment & Risk Management

The University of Texas Health Science Center at HoustonAssociate Professor of Occupational Health

The University of Texas School of Public Health

Why Training on Data Presentation ?

• An interesting dilemma:

– EH&S programs thrive on data

– Virtually every important EH&S decision is based on data to some extent

– Formal training in the area of compelling data presentations is rare for EH&S professionals

– The ability to compellingly display data is the key to desired decision making

Why Training on Data Presentation (cont.)?

• The EH&S profession is awash in bad examples of data presentations!

• We’ve all endured them at some point in our careers!

• Commentary: This may be the reason for repeated encounters with upper management who do not understand what their EH&S programs do.

Evolution of EH&S Measures and Metrics

• First step: – ultimate outcomes – OSHA 300 log,

inspection non-compliance

• Second step: – EH&S activities prior to first order events –

injuries and non-compliance

Evolution of EH&S Measures and Metrics (cont.)

• Third step: – Relating activities to larger institutional

parameters – true metrics

• Fourth step: – The compelling display of relationships so that

the desired decision by upper management becomes obvious

Achieving EH&S Data Display Excellence

• The presentation of complex ideas and concepts in ways that are– Clear– Precise– Efficient

• How do we go about achieving this?

Go to The Experts On Information Display

• Tukey, JW, Exploratory Data Analysis, Reading, MA 1977

• Tukey, PA, Tukey, JW Summarization: smoothing; supplemented views, in Vic Barnett ed. Interpreting Multivariate Data, Chichester, England, 1982

• Tufte, ER, The Visual Display of Quantitative Information, Cheshire, CT, 2001

• Tufte, ER, Envisioning Information, Cheshire, CT, 2002

• Tufte, ER, Visual Explanations, Cheshire, CT, 2003

Sample Recommendations

• Don’t blindly rely on the automatic graphic formatting provided by Excel or Powerpoint!

• Strive to make large data sets coherent

• Encourage the eye to compare different data

• Representations of numbers should be directly proportional to their numerical quantities

• Use clear, detailed, and thorough labeling

Sample Recommendations (cont.)

• Display the variation of data, not a variation of design

• Maximize the data to ink ratio – put most of the ink to work telling about the data!

• When possible, use horizontal graphics: 50% wider than tall is usually best

Compelling Remark by Tufte

• Visual reasoning occurs more effectively when relevant information is shown adjacent in the space within our eye-span

• This is especially true for statistical data where the fundamental analytical act is to make comparisons

• The key point: “compared to what?”

Four UTHSCH “Make Over” Examples

• Data we accumulated and displayed on:– Nuisance Fire Alarms– Workers compensation experience modifiers– First reports of injury– Corridor clearance

• But first, 2 quick notes:– The forum to be used:

• The “big screen” versus the “small screen”?• In what setting are most important decisions made?

– Like fashion, there are likely no right answers – individual tastes apply, but some universal rules will become apparent

Results of the Great UTHSC-H Nuisance Fire Alarm Challenge

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Contractor Smoke/Fire

Spontaneous Maintenance

Results of the Great UTHSC-H Nuisance Fire Alarm Challenge

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Contractor Smoke/Fire Spontaneous Maintenance

Results of the Great UTHSC-H Nuisance Fire Alarm Challenge

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Contractor Smoke/Fire Spontaneous Maintenance

Results of the Great UTHSC-H Nuisance Fire Alarm Challenge

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Contractor Smoke/Fire Spontaneous Maintenance

Results of the Great UTHSC-H Nuisance Fire Alarm Challenge

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Spontaneous Maintenance

Results of the Great UTHSC-H Nuisance Fire Alarm Challenge

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Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug

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Contractor Smoke/Fire

Spontaneous Maintenance

Results of the Great UTHSC-H Nuisance Fire Alarm Challenge

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Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug

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MaintenanceSpontaneousSmoke/FireContractor

Results of the Great UTHSC-H Nuisance Fire Alarm Challenge (FY04)

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Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug

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Caused by UTHSCH Facilities work

Caused by detector malfunction or dust accumulation

Caused by actual smoke or fire

Caused by outside contractor work

Fiscal Year 04

Results of the Great UTHSC-H Nuisance Fire Alarm Challenge

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Contractor Smoke/Fire

Spontaneous Maintenance

Employee Worker’s Comp Experience Modifier

compared to other UT health components, FY 98-FY 04

0

0.2

0.4

0.6

0.8

1

98 99 2000 2001 2002 2003 2004

UT-Tyler UTMB UT-SA MDA UT-H UT-SW

Rate of "1" industry average, representing $1 premium per $100

WCI Premium Adjustment for UTS Health Components(discount premium rating as compared to a baseline of 1)

0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0.9

1

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

Fiscal year

UT Health Center TylerUT Medical Branch Galveston

UT HSC San AntonioUT Southwestern Dallas

UT HSC HoustonUT MD Anderson Cancer Center

Losses – PersonnelReported Injuries by Population

0

200

400

600

800

98 99 00 01 02 03 04

Employee Resident Student

690 694 715 675623 608 511

Number of First Reports of Injury, by Population Type

0

100

200

300

400

500

600

700

800

FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07

Total

Employees

Residents

Students

Medical School Building Hallway Occ lusion (2004)

0 100 200 300 400

Basement (under construction) - Pete Martinez

Ground - Pete Martinez

1 - J ason LeBlanc

2 - Matthew Keck

3 - Gamalial Torres

4 - Leon Brown

5 - Dita Geary

6 - Selome Ayele

7 - J ulie Broussard

Penthouse - J ason Bible

Total Occluded Feet

Feb-04

Apr-04

May-04

J un-04

J ul-04

Aug-04

Sep-04

Oct-04

Dec-04

J an-05

Feb-05

MSB Corridor Blockage in Cumulative Occluded Linear Feet, by Month and Floor

(building floor indicated at origin of each line)

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Feb Apr May Jun Jul Aug Sep Oct Dec Jan Feb

Cum

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feet

20042005

7th

6th

5th

4th

3rd

2nd

1st

G

Important Caveats• Although the techniques displayed here are

powerful, there are some downsides to this approach– Time involved to create assemble data and create non-

standard graphs may not mesh with work demands– Relentless tinkering and artistic judgment

• Suggested sources for regular observations to develop an intuitive feel for the process– Suggested consistent source of good examples:

• Wall Street Journal

– Suggested consistent source of not-so-good examples: • USA Today “char-toons”

Summary

• The ability to display data compellingly is the key to desired decision making

• Always anticipate “compared to what?”

• Maximize the data-to-ink ratio – e.g. eliminate the unnecessary

• Think about what it is you’re trying to say

• Show to others unfamiliar with the topic without speaking – does this tell the story we’re trying to tell?

Your Questions at This Point?

Now Let’s Look at Some Other Examples

COLLABORATIVE LABORATORY INSPECTION PROGRAM (CLIP)

Total PI’s #Without Lab Violations

# With Lab Violations

%Without Lab Violations

%With Lab Violations

May 2005 94 53 41 56.38 43.62

June 2005 78 40 38 51.28 48.72

July 2005 84 54 30 64.29 35.71

August 2005 74 54 20 72.97 27.03

September 2005 69 39 30 56.52 43.48

October 2005 80 50 30 62.50 37.50

•During October 2005, 80 Principle Investigators for a total of 316 laboratory rooms were inspected•A total of 30 CLIP inspections were performed

PI Inspections:

Comprehensive Laboratory Inspection Program (CLIP) Activities and Outcomes, 2005

Month in Number of Principle Inspections InspectionsYear 2005 Investigators Inspected Without Violations With Violations

May 94 53 (56 %) 41 (44%)

June 78 40 (51%) 38 (49%)

July 84 54 (64%) 30 (36%)

August 74 54 (73%) 20 (27%)

September 69 39 (56%) 30 (44%)

October 80 50 (62%) 30 (38%)

2005 Collaborative Laboratory Inspection Program (CLIP) Inspection Activities and Compliance Findings

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May Jun Jul Aug Sep Oct Nov Dec

Months within Calendar Year 2005

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2005 Collaborative Laboratory Inspection Program (CLIP) Inspection Activities and Compliance Findings

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Months within Calendar Year 2005

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Number with violations

Figure 3. Receipt of Radioactive Material

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Fig. 3. Receipts of Radioactive Materials

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FY 00 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06

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Number of medical use radioactive material receipts

Number of non-medical use radioactive material receipts

Fig. 3. Receipts of Radioactive Materials

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FY 00 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06

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Number of medical use radioactive material receipts

Number of non-medical use radioactive material receipts

OSHA LAB STANDARD & EPA COMPLIANCE

0255075

100125150175200225250275300325350

2004 2005

labs audited Total # of labs # in compliance

Results of University EH&S Lab Inspection Program, 2003 to 2005

0

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150

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350

2003 2004 2005 2006 2007

Calendar Year

Num

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Number of labs inspected and no violations detected

Number of labs inspected and one or more violation detected

Number of labs existing but not inspected

Note: 33 labs added to campus in 2005, increasing total from

269 to 302.

2005 Workers' Compensation by Injury Type

0

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Nu

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ases

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Caught In

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Fall, Slip, Trip

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Struck By

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Misc.

2005 Total Number of Monthly Workers Compensation Claims inclusive of the three most frequent identifiable classes of injuries

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Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

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FallStrainCut, Puncture

Building Related Programs

-100

0

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1986 1996 1998 2003

Years

Perc

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t G

row

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Fire Ext. Systems

Fire Extinguishers

Fire Related Incidents

Asbestos Projects

  Fire Extinguisher Systems

Fire Extinguishers Fire Related Incidents

Asbestos Projects

         

1986 0 0 0 0

1996 203 19 91 55

1998 208 25 15 68

2003 437 46 -18 191

Growth in Occupational Safety Responsibilities 1986 to 2003

Building Fire Systems to be Serviced

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1986 1988 1990 1992 1994 1996 1998 2000 2002 2004

Years

Num

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Required Portable Fire Extinguishers

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Years

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Growth in Occupational Safety Responsibilities 1986 to 2003

Building Fire Systems to be Serviced

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Years

Num

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Required Portable Fire Extinguishers

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Num

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1999 2000 2001 2002 2003 2004 2005

Wastes Generated from Laboratory OperationsWaste Generated from Administrative DepartmentsWaste Generated from Renovation ProjectsTotal Waste Generatation

Figure 1: Laboratory Waste verses Total Waste Generated

0

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60,000

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1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

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We

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Amount from administrative departments

Amount from renovation projects

Total hazardous waste generation in pounds

Amount from laboratory operations

Figure 1: Hazardous Waste Generation in Pounds by Type of Institutional Activity

$0

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

FY00/01 FY01/02 FY02/03 FY03/04 FY04/05 FY05/06

Cost of Wastes Generated from Laboratory OperationsCost of Waste Generated from Administrative DepartmentsCost of Waste Generated from Renovation ProjectsTotal Cost of Waste Generatated by the University of Delaware

Figure 1: Laboratory Waste verses Total Waste Generated

$0

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

2001 2002 2003 2004 2005 2006 2007 2008

Fiscal Year

Do

llars

Figure 2: Annual Hazardous Waste Disposal Cost by Type of Institutional Activity

Total cost

Cost of waste from lab operations

Cost of waste from administrative departments

Cost of waste from renovation projects

0

5

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Car

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FTE

Fiscal Year

EH&S Staffing Trends

EHS StaffBudget Augments

Budget Cuts

UCR EH&S Staff, Extramural Research Funding and Grant Awards

418

457

498484

559

529 523

583

622 619610

710

735

800816

$23$26

$28

$33$36

$40 $39$43

$45 $45

$51

$58

1518.5 19 19 20 19 19 18.5 17

1518

2022 20.5

17

$65

$143

$166

$87$82

$106

$123

0

100

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EH

S S

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ward

s-Millio

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Number of Awards

Grants in Millions $

EHS Career Staff

Campus Sq. Footage & EHS Staffing

72,964

55,200

29,700

20,000

30,000

40,000

50,000

60,000

70,000

1990 2005 2010

Fiscal YearG

SF

in T

en

s o

f Th

ou

sa

nd

s

10.00

20.00

30.00

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60.00

EH

S F

TE

EHS Staffing & Student Growth

8,006

15,666

20,140

-

5,000

10,000

15,000

20,000

1990 2005 2010

Fiscal Year

10

15

20

25

30

35

40

45

50

55

60

All Students

EHS Staff

UCR Campus Growth Indicators Compared to EH&S Staffing

Campus Gross Square Footage

0

20,000,000

40,000,000

60,000,000

80,000,000

1990 1995 2000 2005 2010

Years

Sq

ua

re F

oo

tag

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Student Population

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1990 1995 2000 2005 2010

Years

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Extramural Research Funding

0

20,000,000

40,000,000

60,000,000

80,000,000

100,000,000

1990 1995 2000 2005 2010

Years

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EH&S Staffing

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5

10

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20

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1990 1995 2000 2005 2010

Years

Nu

mb

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taff

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7

8

9

10

ANNUAL SPH FACULTY ACTIVITIES PEER REVIEW RESULTS FOR ROBERT EMERY 15% FACULTY APPOINTMENT

YEAR 1999 2000 2001 2002 2003 2004

TEACHING 8.86 8.33 8.16 8.25 8.5 8.85

RESEARCH 8.56 9.33 8.85 8.65 8.44 6.75

SERVICE 8.78 8.33 9.06 9.28 9.2 8.6

OVERALL 8.62 8.5 8.78 8.63 8.8 8.09

1 2 3 4 5 6 7 8Note:Emery ranked as Assistant Professor 1999-2000, promoted to Associate Professor in 2002.

Outstanding

Excellent

Good

Acceptable

Annual SPH Faculty Activities Peer Review Results for Emery(15% Faculty Appointment)

Teaching

6

7

8

9

10

1999 2000 2001 2002 2003 2004 2005

Service

6

7

8

9

10

1999 2000 2001 2002 2003 2004 2005

Overall

6

7

8

9

10

1999 2000 2001 2002 2003 2004 2005

Research

6

7

8

9

10

1999 2000 2001 2002 2003 2004 2005

Outstanding

Excellent

Acceptable

Good

Asst Professor Assoc Professor