An Introduction to The Gateway to Global Aging Data HRS Summer Workshop June 11 th, 2015 Drystan Phillips & Ashley Lin

Health and Retirement Studies around the World The Health and Retirement Study (HRS) The Mexican Health and Aging Study (MHAS) The English Longitudinal Study of Ageing (ELSA) The Survey of Health, Ageing and Retirement in Europe (SHARE) The Korean Longitudinal Study of Aging (KLoSA) The Indonesian Family Life Survey (IFLS)

Health and Retirement Studies around the World The Health and Retirement Study (HRS) The Mexican Health and Aging Study (MHAS) The English Longitudinal Study of Ageing (ELSA) The Survey of Health, Ageing and Retirement in Europe (SHARE) The Korean Longitudinal Study of Aging (KLoSA) The Indonesian Family Life Survey (IFLS)

Health and Retirement Studies around the World The Health and Retirement Study (HRS) The Mexican Health and Aging Study (MHAS) The English Longitudinal Study of Ageing (ELSA) The Survey of Health, Ageing and Retirement in Europe (SHARE) The Korean Longitudinal Study of Aging (KLoSA) The Indonesian Family Life Survey (IFLS)

Health and Retirement Studies around the World The Health and Retirement Study (HRS) The Mexican Health and Aging Study (MHAS) The English Longitudinal Study of Ageing (ELSA) The Survey of Health, Ageing and Retirement in Europe (SHARE) The Korean Longitudinal Study of Aging (KLoSA) The Indonesian Family Life Survey (IFLS)

Health and Retirement Studies around the World The Health and Retirement Study (HRS) The Mexican Health and Aging Study (MHAS) The English Longitudinal Study of Ageing (ELSA) The Survey of Health, Ageing and Retirement in Europe (SHARE) The Korean Longitudinal Study of Aging (KLoSA) The Indonesian Family Life Survey (IFLS)

Health and Retirement Studies around the World The Health and Retirement Study (HRS) The Mexican Health and Aging Study (MHAS) The English Longitudinal Study of Ageing (ELSA) The Survey of Health, Ageing and Retirement in Europe (SHARE) The Korean Longitudinal Study of Aging (KLoSA) The Indonesian Family Life Survey (IFLS)

Health and Retirement Studies around the World The Health and Retirement Study (HRS) The Mexican Health and Aging Study (MHAS) The English Longitudinal Study of Ageing (ELSA) The Survey of Health, Ageing and Retirement in Europe (SHARE) The Korean Longitudinal Study of Aging (KLoSA) The Indonesian Family Life Survey (IFLS)

Health and Retirement Studies around the World The Japanese Study of Aging and Retirement (JSTAR) The Study on global AGEing and adult health (SAGE) The Irish Longitudinal Study on Aging (TILDA) The Costa Rican Longevity and Healthy Aging Study (CRELES) The China Health and Retirement Study (CHARLS) The Longitudinal Aging Study in India (LASI)

Health and Retirement Studies around the World The Japanese Study of Aging and Retirement (JSTAR) The Study on global AGEing and adult health (SAGE) The Irish Longitudinal Study on Aging (TILDA) The Costa Rican Longevity and Healthy Aging Study (CRELES) The China Health and Retirement Study (CHARLS) The Longitudinal Aging Study in India (LASI)

Health and Retirement Studies around the World The Japanese Study of Aging and Retirement (JSTAR) The Study on global AGEing and adult health (SAGE) The Irish Longitudinal Study on Aging (TILDA) The Costa Rican Longevity and Healthy Aging Study (CRELES) The China Health and Retirement Study (CHARLS) The Longitudinal Aging Study in India (LASI)

Health and Retirement Studies around the World The Japanese Study of Aging and Retirement (JSTAR) The Study on global AGEing and adult health (SAGE) The Irish Longitudinal Study on Aging (TILDA) The Costa Rican Longevity and Healthy Aging Study (CRELES) The China Health and Retirement Study (CHARLS) The Longitudinal Aging Study in India (LASI)

Health and Retirement Studies around the World The Japanese Study of Aging and Retirement (JSTAR) The Study on global AGEing and adult health (SAGE) The Irish Longitudinal Study on Aging (TILDA) The Costa Rican Longevity and Healthy Aging Study (CRELES) The China Health and Retirement Study (CHARLS) The Longitudinal Aging Study in India (LASI)

Health and Retirement Studies around the World The Japanese Study of Aging and Retirement (JSTAR) The Study on global AGEing and adult health (SAGE) The Irish Longitudinal Study on Aging (TILDA) The Costa Rican Longevity and Healthy Aging Study (CRELES) The China Health and Retirement Study (CHARLS) The Longitudinal Aging Study in India (LASI)

Core Content Areas Health, cognition, diseases, emotion, injury, physical functioning, physical measures, health behaviors Health insurance, health services utilization, health care expenditure, out-of-pocket spending Labor force, employment status/history, earnings, disability, retirement, work characteristics, pensions Economic Status, income, wealth, consumption, earnings, government transfers, housing, financial and non-financial assets Family structure, social network, family demographics, family exchange, family support, marriage, social participation

Physical Measures Standard battery Height, weight Waist (hip) Blood pressure Grip strength Lung function (puff test or other) Gait speed (timed walk) Balance

Studies by Type of Blood Collection Whole blood: ELSA, TILDA, CHARLS, MHAS Dried blood spots: HRS, LASI, Germany (SHARE ), IFLS None: KLOSA, SHARE, JSTAR

Genetics HRS GWAS data (saliva sample) ELSA GWAS data (whole blood sample) Other studies are also considering…

Ex-Post Harmonization To facilitate cross-national comparative studies on aging using a family of HRS studies around the world A set of domain-specific user guides -Diseases, cognition, employment & retirement, income, wealth, family financial transfers, expectations, health behavior Gateway to Global Aging Data

Evaluate Harmonization Potential for Participating Studies Chronic medical conditions Financial transfers Expectations Employment and retirement Income Wealth Cognition Health Behavior RAND Working Paper Series, WR861-1/7 A set of domain-specific user guides on:

Gateway to Global Aging Data:

Overview of the Gateway to Global Aging Data A digital library of survey content Illustrative flow-charts showing skip patterns Survey concordance with intelligent search engine to locate relevant survey items Interactive graphs and charts Integration with Stata to match survey items to dataset variables Harmonized data files for cross-country analysis Searchable library of publications based on Health and Retirement Surveys

Metadata Metadata provide detailed information about all the parts of the survey without providing the actual survey microdata. Included are: The location of all survey items inside the interview Survey questions including question text, interviewer prompts, and answer types and choices How the question was asked and to whom Links to microdata variables and how the values are formatted Assigned research topics, keywords, and domains Suggested similar survey items User notes

Survey Concordance Users can identify comparable survey measures between all Health and Retirement Surveys using Keyword search Top-level research domains Finer research topics for Harmonized Studies Allows users to find both compare measures between multiple waves of one study and the same year in multiple studies.

Flow Charts

Interactive Graphs and Charts

Total Family Income for England in 2004 over 3 age groups

Interactive Graphs and Charts

Registering Choose “register” in the upper right Enter your information Confirm Visit g2aging.org

Health & Retirement Study peridKC001KC002KC003KC Stata Dataset Integration with Stata Gateway to Global Aging Data

Data Options Page Specify any commands to include at the beginning of your.do files Indicate dataset locations Check to make sure you have the correctly named datasets List the folder location of each relevant survey wave on user’s machine The folder location should be in a format similar to: Once updated, the cart will reflect that you have specified the dataset location D:\ELSA\ Or /MACHD/ELS A /

Creating Analysis Data You can create a collection of survey items which are specific to your research using your Item Cart Searching for relevant survey items Browsing by Surveys for Relevant Survey Items Browsing by Topics for Relevant Harmonized Survey Items Using Pre-Defined Carts

Creating Analysis Data Select variables from the HRS and the ELSA Ensure that you have listed the file locations for all variables Create a cart, add any other relevant variables Download and run your generated.do file The result is one dataset with information from two studies without any other extraneous variables Example We want to compare whether health limits any paid work in 2006 between the US and England

Harmonized Data Files Harmonized Datasets are created to provide harmonized measures of international aging and retirement studies. Harmonized Datasets define variables as similarly as possible to the RAND HRS definition of a variable These datasets are structured in a Fat Format where every individual is one record Variable names are defined using the RAND HRS format e.g. r1work – whether the respondent is currently working in wave 1 Variable names indicate how similar to the RAND HRS version of the variable. Spouse versions of most variables are also created e.g. s2work – whether respondent's spouse is currently working in wave 2

Harmonized Data Files Harmonized ELSA – incorporates the first five waves of ELSA (2002, 2004, 2006, 2008, 2010) Harmonized SHARE – incorporates the first, second, and forth wave of SHARE (2004, 2006, 2010) Harmonized JSTAR – incorporates the first three waves of JSTAR (2007, 2009, 2011) Harmonized KLoSA - incorporates the first four wave of KLoSA (2006, 2008, 2010, 2012) Harmonized LASI – incorporates the pilot data of LASI (2010) Harmonized CHARLS - incorporates the first wave of CHARLS (2010) Harmonized MHAS Harmonized CRELES Harmonized TILDA Harmonized data files are either distributed through the Gateway or the originating study. In some cases the data file are created by user based on a code provided by the Gateway.

Simple Harmonization SHARE 2004 Harmonized SHARE BR001 Ever smoked cigarettes daily? 1. Yes 5. No BR002 Smoke at the present time? 1. Yes 5. No, I have stopped If BR001= 1 R1SMOKEN Respondent smokes now 0. No 1. Yes

Complex Harmonization JSTAR Self-completion 2007 Harmonized JSTAR 31. Do you manage your assets together with your spouse (or common-law spouse) or separately? 35. Does your spouse have savings in his or her own name? About how much does your spouse have in these accounts? Next Question 32. Do you have savings in your own name? About how much do you have in those accounts? Next Question If 31 = Yes H1ACHCK Wave 1 Household Assets: Savings If 32 = Yes If 35 = Yes JSTAR CAPI 2007 G-017. Do you and your spouse manage your savings and investments separately, or together? If you manage them together, please answer the following questions for your and your spouse’s funds all together. If you manage your savings and investments separately, please answer for your own funds. G Do you have any savings? Please include regular bank or postal savings, fixed-term or fixed amount savings, including at credit unions, agricultural cooperatives, and credit banks. G About how much savings do you have? G Do you have more/less than ___ yen in savings? G Do you have more/less than ___ yen in savings? G Do you have more/less than ___ yen in savings? Next Question If G = Yes If G = missing If G = No If 32 = No If 35 = No If 31 = No

Harmonized Codebooks Each Harmonized Dataset is accompanied by its own codebook. Includes brief overview of statistics for each variable Details variable creation and any assumptions made in the creation Highlights any differences between this harmonized variable and other harmonized variables Lists all the variables from the originating dataset used in the creation of the variable

Harmonized Codebooks

Harmonized Analysis Example We want to compare whether health limits any paid work in 2006 between the US and England Select variables from the RAND HRS and Harmonized ELSA. Variables will have similar naming conventions. Download and run your generated.do file The result is one dataset with easily comparable and similarly named measures from two studies

Literature Search Users can find publications based on Health and Retirement Surveys around the world which are relevant to their research focus Select from survey, topic, or year Search by title, author, and source All results are linked to Google Scholar Export citation information as a text, csv, or Endnote file

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