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STRUCTURE TO USER GUIDE - Institute for Fiscal Studies

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1. Table 4 Age of Core Members Age n n unweighted weighted 50 54 1981 2211 55 59 2185 2035 60 64 1688 1686 65 69 1711 1552 70 74 1471 1397 75 79 1094 1164 80 1262 1347 Total 11392 11392 Table 5 Age of partners no weighting assigned to partners n n Age Younger partners New partners Total 20 34 9 5 14 35 39 41 5 46 40 44 119 4 123 45 49 388 6 394 50 54 79 14 93 55 59 0 17 17 60 64 0 8 8 65 69 0 7 7 70 74 0 6 6 Total 636 72 708 SEX DiSex is the sex given at the respondent s individual questionnaire session Dhsex is given at the household grid IndSex is derived from these two variables If the variable from the individual session is answered Di then this code is imputed otherwise the variable from the household grid Dh is used in the derivation Table 6 Sex of Core Members n n unweighted weighted Male 5187 5281 Female 6205 6111 Total 11392 11392 Table 7 Sex of Partners no weighting assigned to partners Younger partners New partners Total Male 120 29 149 Female 516 43 559 Total 636 72 708 SOCIAL OCCUPATIONAL AND SOCIAL INDUSTRY CODING In the Work and Pensions module of ELSA Wave 1 we only ask job details and code to SOC2000 NS SEC and SIC92 if respondents current or most recent job is not their job at the HSE interview or if we did no
2. ACHIEVED SAMPLE The ELSA wave 1 fieldwork produced 12100 productive interviews 11 392 of these were with core sample members Of all core sample member interviews 204 were partial responses and 158 were proxy responses see variable rthhout In addition 636 productive interviews were conducted with younger partners and 72 with new partners Of the 11 580 households that were issued for ELSA the interviewer made contact with the household at 94 of them the household contact rate Nearly two thirds of non contacts had moved since the HSE interview and could not be traced A responding household is defined as one where at least one eligible person was interviewed Using this criteria a household response rate of 70 was achieved The majority of non responding households refused to participate 22 of the eligible sample of households A small percentage of respondents within the responding households were ineligible 3 Of the remaining sample of individuals within responding households a response rate of 96 was achieved Non response within households was almost always because of refusal to take part The overall response rate for individuals calculated using the total number of eligible individuals within all issued households was 66 More information about the response rates is provided in the wave 1 Technical Report see Preface ELSA SURVEY CONTENT The ELSA interview comprised of a personal face to face CAPI interv
3. attitudes towards ageing Final questions FQ This module was asked privately of all respondents It asked for demographic information a stable address contact and consent to obtain health and economic data from administrative sources Walking speed or Measurement MM This module could be conducted at any point in the interview after the HE module The test of walking speed was completed by respondents aged 60 and over when it was judged safe to do so Respondents were asked to walk a distance of 8 feet 244 cm at their usual walking pace This walk was performed twice by respondents and the interviewer recorded the time taken using a stopwatch see protocol in interviewer instructions Self completion SC When respondents completed a full interview in a session alone the self completion questionnaire was usually left at the end to be returned by the respondent by post However when two respondents completed the interview in a concurrent session the self completion questionnaire was completed by one respondent while the other carried out the private modules of the personal interview i e CF EX PS and FQ PROXIES If an eligible respondent was physically or cognitively impaired or in hospital or temporary care for the whole of the fieldwork period a proxy interview was permissible Interviewers were asked to identify a proxy informant i e a person who could answer the interview on behalf o
4. regular transfers from non household members and one off payments in the last year Housing HO Only one eligible ELSA respondent in the household answered the housing module Respondents decided themselves who the housing respondent should be This module collected information about current housing situation including size and quality housing related expenses ownership of durable goods and cars and expenditure on food House owners and people with mortgages were asked about the value of their property and details of their mortgages rent etc Cognitive Function CF This module was the start of the private modules block i e those which were administered with no other household members present The CF module was asked of all respondents except proxies and measured different aspects of the respondent s cognitive function including memory speed mental flexibility and numeracy Expectations EX This module was asked privately of all respondents It measured people s expectations in a number of dimensions the level of certainty respondents felt about the future financial decision making within households and the time frame they thought about when making financial decisions Psychosocial health PS This module was asked privately of all respondents It measured how respondents viewed their lives across a variety of dimensions and included a mental health scale and questions about respondents
5. HSE Feed Forward HSE Relationship to other persons in household arelto05 HSE Feed Forward HSE Relationship to other persons in household arelto06 HSE Feed Forward HSE Relationship to other persons in household arelto07 HSE Feed Forward HSE Relationship to other persons in household arelto08 HSE Feed Forward HSE Relationship to other persons in household arelto09 HSE Feed Forward HSE Relationship to other persons in household arelto10 HSE Feed Forward HSE Relationship to other persons in household alivemab aagemab alivepab aagepab aageangi aagehart aagestro aagedi anactiv aeverjob aemploye asoccls aeconact astwork awklook awkstrt aothpaid aftptime adirctr aempstat anemplee asnemple ahhldr01 ahhldr02 ahhldr03 HSE Feed Forward HSE Natural mother still alive HSE Feed Forward HSE Age of natural mother HSE Feed Forward HSE Natural father still alive HSE Feed Forward HSE Age of natural father HSE Feed Forward HSE Age of diagnosis of angina HSE Feed Forward HSE Age of diagnosis of heart attack HSE Feed Forward HSE Age of diagnosis of stroke HSE Feed Forward HSE Age of diagnosis of diabetes HSE Feed Forward HSE Activity last week HSE Feed Forward HSE Ever had a job HSE Feed Forward Are you an employee or self employed HSE Feed Forward HSE Social Class HSE Feed Forward Economic Status HSE Feed Forward Did you do any paid work in the seven days ending last Sunday s date either as an emp
6. be used as characteristics of the core members i e supplementary information but partners should not be analysed as individuals in their own right The aim of weighting is to take account of any bias from non response in order to make the respondent sample more representative of the population The equal probability design of the HSE samples and the fact that the ELSA sample included all eligible adults from the HSE eliminate any need for weights to account for selection probabilities However non response at HSE refusals to be re interviewed post HSE and non response at ELSA wave 1 all have the potential to make the ELSA respondent sample unrepresentative of the population In addition the original complex sample design of the HSE samples has to be considered HSE sample design is described in the ELSA technical report see preface A thorough analysis of non response was conducted for ELSA to examine different stages of drop out and the extent of drop out at each stage Two stages were identified as having significant levels of non response that justified calculating a non response weight to account for differences between respondents and non respondents These were e Households that did not contain an age eligible individual who agreed to be re interviewed beyond HSE e Household level non response at ELSA wave 1 The predicted probability of response for the responding households was inverted to provide the initial non res
7. not has a mother in household derived from household grid painhh1 Whether or not has a father in household derived from household grid couple1 Relationship status derived from household grid whoso1 INTERVIEWER WAS THERE ANYONE OTHER THAN YOU AND RESPONDENT S IN THE ROOM DURING THE INTERVIEW SO FAR Before CF whoso2 INTERVIEWER WAS THERE ANYONE OTHER THAN YOU AND RESPONDENT S IN THE ROOM DURING THE INTERVIEW SO FAR Before CF whoso3 INTERVIEWER WAS THERE ANYONE OTHER THAN YOU AND RESPONDENT S IN THE ROOM DURING THE INTERVIEW SO FAR Before CF scnosc CODE WHY RESPONDENT DID NOT COMPLETE SELF COMPLETION scnoscc Whether answer to scnosc was recoded post interview from text answer sc_rec self completion receipt cogrec cognitive function booklet received ahseyear HSE Year asampsta Type of sample member at HSE ahsecls2 Data Archive HSE clustering variable ahseint HSE Feed Forward Whether interviewed at HSE ahsest HSE Feed Forward HSE Status ahhsize HSE Feed Forward HSE Household size apersno HSE Feed Forward HSE Person number in Household Grid amintb HSE Feed Forward DATE OF HSE INTERVIEW MONTH ayintb HSE Feed Forward DATE OF HSE INTERVIEW YEAR asex HSE Feed Forward HSE SEX arelto01 HSE Feed Forward HSE Relationship to other persons in household arelto02 HSE Feed Forward HSE Relationship to other persons in household arelto03 HSE Feed Forward HSE Relationship to other persons in household arelto04
8. skip the income and assets or housing modules if it was more convenient to do them at another time The questionnaire modules are listed below in the order programmed in the CAPI interview Most of the variables in each of the modules have been included in the dataset with a module prefix shown in the brackets below Household Demographics DH The household demographics module was answered by one person on behalf of the household It was used to collect basic demographic information about everyone living in the household The composition of the household given at HSE was fed forward and the interviewer checked if all the people were still present in the household The ELSA program determined the eligibility for the ELSA interview for each person in the household see sample design section Individual Demographics DI This module is at the start of the ELSA interview Each respondent was asked details about their legal marital status living children including adopted foster and stepchildren number of grandchildren and great grandchildren number of siblings and their own circumstances in childhood Health HE This module was administered to all respondents It covered many different dimensions self reported general health long standing illness or disability eyesight and hearing specific diagnoses and symptoms pain difficulties with activities of daily living ADLs and instrumental activities of daily liv
9. the US Health Retirement Study HRS and the Survey of Health and Retirement in Europe SHARE SURVEY DESIGN The ELSA sample has been designed to represent people aged 50 and over living in private households in England Three years of the Health Survey for England HSE were selected as the sampling frame 1998 1999 and 2001 These years were chosen because they were recent and they could provide a sufficiently large sample size ELSA used the core samples for these years all of which were nationally representative The HSE 1999 sample design also included a boost sample that represented ethnic minorities This boost sample was discarded for ELSA Together these three HSE years contained 23 132 responding households Households were removed from the HSE sampling frame if it was known that there was no adult of 50 years or older in the household who had agreed to be recontacted at some time in the future Individuals in the remaining households provided the basis for the ELSA sample 11 580 households containing 18 822 eligible individuals SAMPLE TYPES Within households there were three different types of individual who were eligible to be invited to take part in the study core sample members younger partners and new partners The variable Finstat determines the sample type of the respondent Each type of respondent is described further e Core sample members C1CM are individuals who were living within the household at the time of
10. the HSE interview and were born on or before 29 February 1952 This date was chosen to ensure that all sample members were aged 50 or over at the beginning of March 2002 i e in time for the start of ELSA fieldwork In order for the individual to be eligible the interviewer had to ascertain that the individual was living in a private residential address in England at the time of the ELSA interview Eligible core members who responded to the ELSA survey form the baseline sample for analysis e Younger partners C1YP are the cohabiting spouses or partners of core sample members who were living within the household at the time of the HSE interview and were born after 29th February 1952 In order for the individual to be invited to take part the interviewer had to ascertain that he or she was still living with an eligible core sample member Younger partners are not part of the sample and are not included in analyses as individuals in their own right Their information has been collected to make it possible to carry out an analysis of a representative sample of couples where at least one spouse is 50 or older e New partners CINP1 are the cohabiting spouses or partners of core sample members at the time of the first ELSA interview who had joined the household since the HSE interview Like young partners they are not part of the sample and are not included in analyses as individuals in their own right Their information has been collected to make
11. ESPONDENT Person answering on behalf of second person in interviewing session if proxy WHO IS ANSWERING ON BEHALF OF RESPONDENT Person number of partner Whether interviewed by proxy INTERVIEWER CODE REASON WHY PERSON Person number WAS UNABLE TO COMPLETE INDIVIDUAL INTERVIEW Whether moved between HSE and ELSA W1 Person who answered HO for household Person who answered IA for Financial Unit Person number of IA respondent to answer questions about income of non eligible household members IlaPayW IaOm asked once per household Financial unit type Sex Priority DiSex DhSex Dhsex and Disex are combined and recorded in Indsex IF Disex was answered then indsex Disex ELSE indsex Dhsex Year of birth combined HH grid and individual demographics collapsed at 90 plus Year of birth from Dhdob and Didbn are combined and recorded in Inddobyr IF Didbn was answered then indsex Didbn ELSE indsex Dhdob Age variable combined info from HH grid and individual demographics collapsed at 90 plus Age computed from IndDob Intdat is recorded in Indager FROM HSE NS SEC long version FROM HSE SOC2000 without dots ELSA NS SEC ELSA SOC2000 without dots Number of people in ELSA household Whether or not has a child in household derived from household grid Whether or not has a child outside household derived from household grid Whether or not has a grandchild in household derived from children grid mainhhl Whether or
12. English Longitudinal Study of Ageing ELSA User Guide for the Wave 1 Core Dataset PREFACE This document accompanies the first version of data from Wave 1 of the English Longitudinal Study of Ageing ELSA The guide provides an outline of the sampling and methodology content of the ELSA interview and a description of the deposited datafile including key variables The following files are deposited at the UK Data Archive www esds ac uk and should be used in conjunction with this User Guide Title Format ELSA Wave 1 Dataset SPSS ELSA Wave 1 CAPI Questionnaire Documentation Word National Centre for Social Research ELSA Wave 1 Code Book and Edit Instructions Word National Centre for Social Research Health wealth and lifestyles of the older population in Word England The 2002 English Longitudinal Study of Ageing Technical Report National Centre for Social Research To be deposited at a later date ELSA Wave 1 Interviewer instructions Word National Centre for Social Research To be deposited at a later date Health wealth and lifestyles of the older population in Link to website England The 2002 English Longitudinal Study of Ageing www ifs org uk Report on Wave 1 data BACKGROUND AND AIMS The English Longitudinal Study of Ageing ELSA is a study of people aged 50 and over and their younger partners living in private households in England The sample was drawn from households th
13. at had previously responded to the Health Survey for England HSE in 1998 1999 or 2001 Every two years we hope to interview the same group of people to measure change in their health economic and social circumstances ELSA can complete the picture of what it means to grow older in the new century and help us understand what accounts for the variety of patterns that are seen This User Guide relates to data deposited for the first Wave of ELSA which was carried out between March 2002 and March 2003 The data can be analysed cross sectionally or longitudinally in conjunction with HSE Wave 0 data to be released shortly ELSA Wave 2 data will be available approximately six months after the completion of fieldwork ELSA is managed by a team based at University College London the Institute of Fiscal Studies and the National Centre for Social Research NatCen Other academic collaborators based at the Universities of Cambridge Nottingham and Oxford provided expert advice on specific modules Funding for the first two waves of ELSA has been provided by the US National Institute on Aging and a consortium of British Government departments specifically Department for Education and Skills Department of Environment Food and Rural Affairs Department of Work and Pensions HM Treasury Inland Revenue Office of the Deputy Prime Minister and Office for National Statistics Many of the measures adopted in ELSA are comparable with measures used in
14. codes were used in HSE 1998 1999 2001 and ELSA Wave 1 apart from other diploma which was added to the ELSA variables after the interview HOUSEHOLD TYPE Benefit unit classification is based on all individuals in an ELSA household The derivation identifies households with a single benefit unit comprised of eligible ELSA respondents only and households with multiple benefit units with eligible or ineligible ELSA respondents The variable buclass shows the how each ELSA respondent has been classified according to benefit unit Table 8 Benefit unit BU classification estimate No of respondents Single person BU ELSA eligible 2912 Two person BU ELSA eligible 6828 Multiple BUs in HH ELSA 2360 eligible ineligible Total 12100 Other derived variables include bubreak which can be used to aggregate individual level file to benefit unit level Buclass and bubreak are not available in the core dataset They will be released at a later date as part of a derived variable dataset CODING AND EDITING The wave 1 data has been coded and edited The coding and editing instructions document shows what was done ELSA Wave 1 Code Book and Edit Instructions to be deposited at a later date For all multi coded variables that were coded there are two sets of variables The first are the originals which contain the answer recorded by the interviewer e g spcabl spcab4 The second set of variables contai
15. ed Standar erer error 95 CI Income _ _ o New M oe e iae eea eses O aori Taaa 161883 0a Limiting longstanding illness e Hs as 5o f 5o o o os p 341e s593 ft Ot Difguly waking ganeme a iat ieoa 1338 att ose tea ae j ior Difficulty walking quarter mile 3 21614204 598 587 022 5 44 6 31 1 01 Difficulty walking quarter mile 4 21614204 10 09 10 35 0o30 f 977 1093 f 1 01 Memory test mean number of animals cfani 11 034 11 017 19 48 19 14 006 19 02 19 27 1 02 These variables are not part of the ELSA Wave 1 core dataset They will be released at a later date as part of a derived variable dataset 1 All estimates are percentages unless asterisked asterisked estimates are means Estimating errors in complex sample designs The ELSA sample used a stratified multi stage design which was clustered within postal sectors An effect of using this complex design is that standard errors for survey estimates are generally higher than they would be derived from a simple random sample of the same size Key estimates from across the range of topics covered in the interview have been identified to illustrate the effect on standard errors Table 3 shows the key estimates and the related standard errors and design factors associated with each Column 3 show the size of the sample on which it is based column 4 shows the weighted sample size column 5 shows the mean proportion estimated column 6 shows the estima
16. eed Forward HSE Age education ended apobr HSE Country of birth collapsed into UK and elsewhere to avoid disclosure aethnicr HSE ethnic group collapsed into White and Non white to avoid disclosure
17. ent of the effect that the weights have on the data is likely to differ by each data item and each estimate The effect of weighting on key estimates is illustrated in Table 2 by comparing unweighted and weighted estimates of variables and by looking at the design factor Columns 3 and 4 show the unweighted and weighted sample sizes columns 5 and 6 show the unweighted and weighted estimates column 7 shows the standard error for the weighted estimate column 8 shows the 95 confidence interval for the weighted estimate and the final column shows the design factor for the weighted estimate The design factor deft is the factor by which the standard error of an estimate from a simple random sample has to be multiplied to give the true standard error of the complex design In other words it is the ratio of the standard error of the complex sample to that of the simple random sample of the same size The defts were calculated in STATA If the deft 1 this implies that the estimates are the same as the estimate would be from a simple random sample A value of less than 1 implies that the weighting has improved the efficiency of the estimate and a value of more than 1 that the weighting has introduced some inefficiency to the estimate The design factors are all relatively close to 1 Table 2 Key estimates comparison of unweighted and weighted estimates Survey variable Value Value Key estimate description names een ie unweighted weight
18. f the eligible respondent The proxy informant was a responsible adult aged 16 years or over who knew enough about the respondent s circumstances to be able to provide information about them Where possible close family members such as a partner or son or daughter fulfilled this role Proxy interviews were not conducted for people found to be in institutions The CAPI program guided the interviewer through the proxy interview automatically However only a subset of questions was asked during a proxy interview The proxy interview contained the following modules the asterisked modules were not asked for all respondents see below HD Household grid ID Individual demographics HE Health variant on main module WP Work and Pensions IA Income and Assets HO Housing FQ Final questions and consents All proxy informants completed ID HE WP and FQ Some specific questions for proxies were included in the Health module The modules on household demographics and housing were done as part of the proxy interview only when no one else in the household was eligible for interview In cases where no one else in the same financial unit was eligible for interview the proxy interview included the Income and Assets module If two proxy interviews were needed for a couple the income and assets module would only appear in one of the interviews asking about both their finances For couples comprising of one person who was interviewed by person a
19. iew and a self completion questionnaire The ELSA program allowed flexibility in administering the interview Respondents could be interviewed individually or in the case of couples interviewed at the same time in a single session using concurrent interviewing techniques In a concurrent session see variable Dhnow the same block of questions was asked alternately of each person The order in which the respondents answered the questions i e who answered first was randomly pre set at the start of the concurrent session but interviewers could override this order if necessary Concurrent interviews tended to be quicker than two separate individual interview sessions and were generally more convenient for respondents ELSA wave 1 adopted the use of dependent interviewing in the majority of its modules Dependent interviewing was used to check information collected during HSE to determine changes in status and to control routing within the questionnaire Data from HSE has been combined with equivalent ELSA variables if the data was missing or not asked during the ELSA interview There were various modules each covering a different area of interest The content and major routing of each module is described below Although interviews tended to follow the same module order there was flexibility given to the interviewer For example the timed walk could be administered at any time after the health module and it was possible for interviewers to
20. ing IADLs and health behaviours Respondents aged 60 and over were asked about falls and fractures Social Participation SP This module was administered to all respondents It covered the frequency with which respondents participated in certain social activities whether they were limited from participating in these activities their care giving and use of public transport Work and Pensions WP This module was administered to all respondents It covered respondents current work activities and any current or past pensions that they had If the respondent was retired and was receiving a pension details were collected about their pensions and the amount they received Income and Assets IA At the start of the interview couples were asked whether they kept their finances together or separate If kept together they were considered to be a single financial unit which required only one respondent for the IA module The couple decided who the respondent would be If their finances were kept separately each person needed to answer the IA module separately and were treated as two separate financial units Details of the income that respondents received from a variety of sources over the last 12 months was collected including wages state pensions private pensions other annuity income and state benefits In addition this module covered the amount of financial and non financial assets held any income from these assets
21. loyee or self employed HSE Feed Forward Thinking now of the four weeks ending last Sunday s date Were you looking Full question HSE Feed Forward for any paid work or Government training scheme at an Thinking now of the four weeks ending last Sunday s date Were you looking for any paid work or Government training scheme at any time in those four weeks HSE Feed Forward If a job or a place on a Government training scheme had been available would you have been able to start within two week HSE Feed Forward Apart from the job you are waiting to take up have you ever been in paid employment or self employed HSE Feed Forward Working full time or part time HSE Feed Forward Can I just check in this job are were you a Director of a limited company HSE Feed Forward Are you a manager foreman or supervisor other employee HSE Feed Forward Including yourself about how many people are were employed at the place where you usually work HSE Feed Forward Do did you have any employees HSE Feed Forward In whose name is the accommodation owned or rented 1st mention HSE Feed Forward In whose name is the accommodation owned or rented 2nd mention HSE Feed Forward In whose name is the accommodation owned or rented 3rd mention ahhldr04 HSE Feed Forward In whose name is the accommodation owned or rented 4th mention atenureb HSE Feed Forward HSE Tenure aqual HSE Feed Forward HSE Qualifications aeducend HSE F
22. n the original coding plus the codes assigned to other answers e g spcam01 to spcam04 Note the addition of the letter m to the variable names This naming convention was followed consistently so the final merged variables can be identified by name The merged variables should be used instead of the original variables The original variable provides multi coded answers in the order in which they were mentioned by the respondent Please note that in some cases the order of the respondent s answers in the merged variables are not the same as in the original variables MISSING VALUES For most questions there are the following missing values 1 Not applicable 8 Don t know 9 Refusal For some questions a response of don t know or refusal was not permitted This is indicated in the questionnaire For various reasons some respondents did not complete the questionnaire For these partial interviews the questions that were not asked will be coded as 8 don t know or 9 refusal DATA CLEANING Editing was done in the Blaise programme in CAPI mode Errors in the data were indicated for the editor to action as they moved through the questionnaire However most of the editing was carried out by the interviewers in the field Additional checks in the CAPI editing program which relate to inconsistencies in the data are noted in the coding and editing manual DROPPED VARIABLES All variables in the q
23. nd another who needed a proxy interview the former would automatically be asked the income and assets module on behalf of the couple The question about whether they keep finances together or separate would not be asked The variable askpx1 identifies proxy interviews 158 proxy interviews were for Core Members 6 were for new partners and 11 for younger partners DATASET INFORMATION One dataset has been archived for ELSA Wave 1 This lists cases at an individual level Data for ELSA respondents collected during HSE can be used for longitudinal analysis HSE data is defined as Wave 0 The Wave 0 dataset will be available from the data archive shortly and can be linked to ELSA Wave 1 using an Index file to be deposited The dataset contains data in the following order e Key variables not in the questionnaire e g serial number weighting variable e Variables in the questionnaire in the order they are in in the CAPI interview see above e Other variables not in the questionnaire including administrative variables derived variables and variables fed forward from HSE See Appendix for the full list of variables not included in the questionnaire WEIGHTING The variable in the dataset to be used for weighting is wlwgt Weights were calculated for core sample members only as this is the sample of interest All other individuals that were interviewed i e new and younger partners have a weight of zero The data for partners can
24. ore SM to account for non response END OF DATASET intdatm Month of Household Interview intdaty Year of Household Interview iintdtm Month of Individual Interview Month of date TODAY S DATE iintdty Year of Individual Interview Year of date TODAY S DATE rthhout Final hh outcome code eligw1 Eligibility at W1 elsa HSE Feed Forward ELSA Sample Member partner HSE Feed Forward Partner of ELSA Sample Member eligat Total Eligible for interview based on HSE ffwd eligbt Total Eligible for interview AFTER grid eligct Total Eligible for interview AFTER DHProxy hhsel Number of respondents in HH selected for Individual Questionnaire Age variable combined info from HH grid and individual demographics collapsed at 90 plus nofiq Number of interviewing sessions in household indno Individual questionnaire session number nump Number of respondents in interviewing session allocp1 Person number of first person in interviewing session PLEASE ENTER THE PERSON NUMBER OF THE PERSON TO BE INTERVIEWED IN THIS SESSION allocp2 Person number of second person in interviewing session PLEASE ENTER THE PERSON NUMBER adresp1 adresp2 cpid askpx1 indrs wlmover hopid iapid askpay futype indsex indobyr indager anssec axsc2000 enssec exs2000 hhtot chinhh1 chouthh gcinhh1 OF THE PERSON TO BE INTERVIEWED IN THIS SESSION Person answering on behalf of first person in interviewing session if proxy WHO IS ANSWERING ON BEHALF OF R
25. ponse weight A further round of weighting was needed to adjust the initial household non response weight to ensure that the weighted responding sample of individuals matched the population of interest This adjustment helps to account for any bias caused by households non responding to HSE The calibration method proposed by Lemaitre and Dufour 1987 was appropriate to use in this situation for further details see Deville and Sarndall 1992 The rationale behind calibration weighting is that it attaches an estimated probability of response to each household that explains the discrepancy between the survey age sex distribution and the population age sex distribution A key advantage of the approach is that because the household and individual weights are identical in the absence of substantial within household non response estimates about individuals derived from household level data should match estimates derived from the individual level data Age sex distribution The age sex distribution of the unweighted and weighted data for core sample members is given in Table 1 below The weighted distribution is closer to the population distribution than the unweighted distribution The most significant changes can be seen in the percentages of 50 54 year old men 55 59 year old women and 85 year old women Table 1 Age sex distribution unweighted and weighted Unweighted Weighted Female Total Male Female Total Key estimates The ext
26. rovide supplementary information but the partners should not be analysed as individuals in their own right The ineligible partners are unrepresentative and any analysis using them would need to be unweighted AGE DhDobyr and DhAger provide the date of birth and age of respondents recorded in the household grid Note that a given respondent may not have provided this information themselves as anyone in the household can complete the household grid Didbny and DiAg are the date of birth year only and age given in the individual interview Indobyr is derived from the date of birth variables from the household grid and individual interview If the variable from the individual session was answered Di then this code was imputed otherwise the variable from the household grid Dh was used in the derivation Indobyr provides the year of date of birth only the day and month of birth have been dropped from the dataset due to confidential reasons IndageR is computed from date of birth Indob dropped from dataset and date of interview Intdat dropped from dataset All respondents over age 90 have been classified as 99 years old for confidentiality reasons For age analysis Indobyr and IndageR are the suggested variables to use Please note the derived variables used to create the following age tables are not included in the archived dataset These variables will be provided as part of a derived variable dataset at a later date
27. t have SOC coding from HSE Job details collected in the ELSA interview are coded to SOC2000 NS SEC and SIC92 The corresponding variables produced are exs2000 and esic92 this variable is not in the core dataset The key variable is enssec In HSE 1998 and 1999 job details were originally coded to SOC90 For comparability with ELSA these were subsequently recoded to SOC2000 NS SEC and coded to SIC92 The variables produced are axsc2000 and ahsic92 this variable is not in the core dataset The key variable is anssec In HSE 2001 the job details were coded to SOC2000 NS SEC and SIC92 These codes have been merged into the axsc2000 and ahsic92 see above The key variable is anssec Therefore Enssec coding for job details collected in the ELSA interview long version Anssec coding for job details collected during the HSE interview long version Shorter versions of NS SEC e g 8 category classification are not included in this dataset but will be provided as part of a derived variable dataset at a later date EDUCATION If a respondent s qualifications had been collected during the HSE interview only additional qualifications gained since the last interview were recorded at ELSA Wave 1 Those not interviewed at HSE were asked for all qualifications The qualifications collected at HSE are in variable aqual The qualifications collected during the ELSA Wave 1 interview are fqquzm1 to fqquazm3 The same qualification
28. ted true standard error column 7 shows the 95 confidence interval for the estimate and the final column shows the design factor The design factors vary by estimate The estimates most affected are income net wealth and walking speed Table 3 Key estimates true standard errors Survey variable n True standard Key estimate description names unweighted n weighted Value error 95 Cl DEFT Limiting longstanding illness 2 po 14983 11 383 35 04 0 52 34 01 36 08 1 17 Difficulty walking quarter mile 2 11216 11204 1311 035 12 43 13 79 1 09 Difficulty walking quarter mile 3 _ _ f 216 11204 587 024 5 40 6 35 1 09 Difficulty walking quarter mile 4 tT 11204 10 35 033 970 1099 114 Feeling depressed Self reported memory good v good excellent Memory test mean number of animals Completing Self Completion section SC taking a holiday abroad scptpa5 10 275 10223 46 53 0 60 45 35 47 71 1 22 SC not being a member of any organisation These variables are not part of the ELSA Wave 1 core dataset They will be released at a later date as part of a derived variable dataset 2 All estimates are percentages unless starred starred estimates are means KEY ANALYSIS VARIABLES The main group for analysis are the Core Members Weights have been assigned to Core Members only Data on partners younger partners and new partners can be used as characteristics of the Core Members i e to p
29. the data as complete as possible In the Wave 1 deposited datafile there are 11 392 Core Members 636 Younger Partners and 72 New Partners SERIAL NUMBERING Household serial number The five digit household serial number idahhw1 was randomly generated for the archived dataset and does not relate to the serial number used during interviewing Individual serial number idaindw1 is the individual serial number Individuals who had joined the household after the HSE interview were given a number following on from the highest number recorded at the HSE interview When deposited the dataset for wave 0 HSE and future ELSA waves will each contain a different set of individual and household serial numbers An index file will be provided which will enable data users to link all these serial numbers in order to compare data for each respondent at different waves ETHICAL CLEARANCE Ethical approval for ELSA Wave 1 was granted from the Multicentre Research and Ethics Committee DEVELOPMENT AND PILOTING Two computer assisted personal interviews CAPI pilots were conducted in August and November 2001 All pilot respondents lived in a household which participated in HSE 2000 The pilots tested the fieldwork procedure and interview content Some new questions underwent cognitive testing and some innovative measures were introduced For example the use of unfolding brackets was used to mitigate against non response problems on financial variables
30. uestionnaire documentation with a symbol next to their name have been deleted from the archived datafile or have been recorded in multiple variables instead In order to reduce the potential to identify individuals the following types of variables have been deleted 1 Those containing text 2 Those which contained a personal indentifier e g name address Those considered to be disclosive such as Detailed ethnicity e Specific country of birth e Full interview date e Full date of birth e Council tax payments Different councils charge different amounts and therefore the amount may reveal the area the respondent lives in e Water and sewerage charges These vary in different areas and therefore the amount may reveal the area the respondent lives in ae 4 Timing variables 5 Variables that only contain missing values There are no geographical variables in the archived dataset In the future a separate geographical dataset with broad identifiers will be made available under secure arrangements Variable not included in the questionnaire Variable Variable label Added information name BEGINNING OF DATASET idaindw1 Analytical wave specific individual serial number idahhwl Analytical wave specific household serial number perid Person ID same as person number in household grid finstat Post field final type of sample member including cohort number added indoc Final individual outcome code wlwet W1 weight for all c

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