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SHARE WAVE 7 METHODOLOGY: Panel Innovations and Life Histories

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SHARE WAVE 7 METHODOLOGY: Panel Innovations and Life Histories SHARE WAVE 7 METHODOLOGY: Panel innovations and life histories SHARE WAVE 7 METHODOLOGY: Panel innovations and life histories SHARE – Methodology SHARE Wave 7 Methodology: Panel innovations and life histories Edited by: Michael Bergmann Annette Scherpenzeel Axel Börsch-Supan Authors: Alin Marius Andrieș Mircea Asandului Diāna Baltmane Michael Bergmann Arne Bethmann Radim Bohacek Axel Börsch-Supan Noam Damri Giuseppe De Luca Edwin de Vet Marvin Formosa Sabine Friedel Stefan Gruber Andrejs Ivanovs Hendrik Jürges Antanas Kairys Ľubica Knošková Manuel Kronenberg Clemens Lechner Michal Levinsky Howard Litwin Ekaterina Markova Maurice Martens Miika Mäki Michal Myck Giacomo Pasini Yuri Pettinicchi Jeny Tony Philip Alexandros Polycarpou Claudio Rossetti Anna Rotkirch Gregor Sand Annette Scherpenzeel Karin Schuller Nikos Theodoropoulos Signe Tomsone Iggy van der Wielen Dana Vokounová Melanie Wagner Guglielmo Weber Gabriela Yordanova Olga Zamalijeva Page 6 Imprint Published by: Munich Center for the Economics of Aging (MEA) at the Max Planck Institute for Social Law and Social Policy (MPISOC) Amalienstrasse 33 80799 Munich Tel: +49-89-38602-0 Fax: +49-621-38602-390 www.mea.mpisoc.mpg.de © Munich Center for the Economics of Aging, 2019 Layout and printing by: Valentum Kommunikation Gmbh Bischof-von-Henle-Str. 2b 93051 Regensburg www.valentum-kommunikation.de Picture credits: Adobe Stock: gonin Suggested citation: Bergmann, M., Scherpenzeel, A., & Börsch-Supan, A. (2019). SHARE Wave 7 Methodology: Panel innovations and life histories. Munich: MEA, Max Planck Institute for Social Law and Social Policy. ISBN 978-3-00-062956-3 Page 7 SHARE – Methodology TABLE OF CONTENTS 1 SHARE Wave 7: Combining panel and retrospective data on life histories in eight new countries 15 1.1 Innovations and methodology in Wave 7 15 1.2 Acknowledgements 17 2 Questionnaire innovations 21 2.1 Questionnaire innovations in the seventh wave of SHARE 21 2.2 SHARELIFE 23 2.2.1 Introduction 23 2.2.2 Integrating SHARELIFE into SHARE 24 2.2.3 Implementation of the life history calendar 25 2.2.4 Technical challenges 27 2.3 Personality traits: The Ten-Item Big Five Inventory (BFI-10) 29 2.3.1 Introduction 29 2.3.2 Validation of the BFI-10 in SHARE: Looking for the Big Five dimensions 30 2.3.2.1 Dimensionality and reliability in the pooled sample 30 2.3.2.2 Country differences 31 2.3.3 Using the data: Generated variables in the SHARE release 33 2.3.4 Concluding remarks 34 2.4 New measures for interpersonal environment during childhood 35 2.4.1 Introduction 35 2.4.2 Questionnaire development 35 2.4.3 Preliminary explication of the data 35 2.4.4 Concluding remarks 37 2.5 Incidence and implications of dramatic life events: Extending the interview to cover experiences of respondents’ parents 38 2.5.1 Items on experiences of persecution and dispossession 38 2.5.2 Items on dramatic life events in the lives of respondents’ parents 40 2.5.3 Concluding remarks 41 2.6 Intergenerational cohabitation at older ages 43 2.6.1 Motivation 43 2.6.2 Parents and parents-in-law 43 2.6.3 Children 47 2.6.4 Concluding remarks 49 Page 8 Table of contents 2.7 Palliative care 50 2.7.1 Introduction 50 2.7.2 Questionnaire development 50 2.7.3 Preliminary data analysis 53 2.7.4 Concluding remarks 54 3 Software innovations 57 4 Becoming a new SHARE country 63 4.1 Bulgaria 64 4.1.1 Introduction 64 4.1.2 Funding and assembling a national working group 64 4.1.3 Survey implementation 64 4.1.4 Summary 65 4.2 Cyprus 66 4.2.1 Introduction 66 4.2.2 Funding and assembling a national working group 66 4.2.3 Survey implementation 66 4.2.4 Summary 66 4.3 Finland 68 4.3.1 Introduction 68 4.3.2 Funding and assembling a national working group 68 4.3.3 Survey implementation 68 4.3.4 Summary 69 4.4 Latvia 70 4.4.1 Introduction 70 4.4.2 Funding and assembling a national working group 70 4.4.3 Survey implementation 70 4.4.4 Summary 70 4.5 Lithuania 72 4.5.1 Introduction 72 4.5.2 Funding and assembling a national working group 72 4.5.3 Survey implementation 72 4.5.4 Summary 72 4.6 Malta 74 4.6.1 Introduction 74 4.6.2 Funding and assembling a national working group 74 4.6.3 Survey implementation 74 Page 9 SHARE – Methodology 4.6.4 Summary 74 4.7 Romania 76 4.7.1 Introduction 76 4.7.2 Funding and assembling a national working group 76 4.7.3 Survey implementation 76 4.7.4 Summary 76 4.8 Slovakia 78 4.8.1 Introduction 78 4.8.2 Funding and assembling a national working group 78 4.8.3 Survey implementation 78 4.8.4 Summary 78 5 Sampling design in SHARE Wave 7 81 5.1 Introduction 81 5.2 The SHARE target population 81 5.3 The SHARE sampling protocol 81 5.4 Sampling frames and population coverage 82 5.5 Sampling designs 83 5.5.1 Stratification 83 5.5.2 Clustering 83 5.5.3 Selection probabilities 84 5.5.4 Sample composition 84 5.6 Sampling variables in the released SHARE data 86 6 Interviewer training 89 6.1 Introduction 89 6.2 Train-the-trainer (TTT) sessions 90 6.2.1 Structure and logistics 90 6.2.1.1 Location of the training and timeline of data collections 90 6.2.1.2 Division by country groups 90 6.2.1.3 Agenda and duration of training 90 6.2.1.4 Attendees 92 6.2.1.5 Training resources/materials 92 6.2.2 Content and goals 93 6.2.2.1 Combination of theory and practice 93 6.2.2.2 Mock interview 93 6.2.2.3 General training of standardised interviews 93 6.2.2.4 Project-specific training 94 Page 10 Table of contents 6.2.2.5 Group exercises 94 6.2.2.6 Question cards 94 6.2.2.7 Interviewer manual 94 6.3 National training sessions (NTS) 94 6.3.1 Content adaptation and conformity with the TTT programme 95 6.3.2 Logistics 95 6.3.3 Attendees 95 6.3.4 Excursion: Feedback from one instalment of NTS 97 6.3.4.1 Issues observed 97 6.3.4.2 Available solutions 97 6.4 Concluding remarks 97 7 The third round of the SHARE interviewer survey 101 7.1 The importance of the interviewer 101 7.2 Interviewer effects in surveys 101 7.3 The Wave 7 interviewer survey 102 7.4 First results: Interviewer characteristics overall, and comparisons within and between countries 103 7.5 Concluding remarks 106 8 Monitoring and managing SHARE fieldwork 109 8.1 Fieldwork monitoring and survey participation in the seventh wave of SHARE 109 8.1.1 Introduction 109 8.1.2 Fieldwork periods and survey agencies 109 8.1.3 Monitoring fieldwork 112 8.1.3.1 Classification of survey outcomes 112 8.1.3.2 Formulas to compute survey outcomes 114 8.1.3.3 Baseline/refreshment samples 115 8.1.3.3.1 Contacting households 116 8.1.3.3.2 Household cooperation and response rate 118 8.1.3.3.3 Individual participation of baseline/refreshment samples 120 8.1.3.3.4 Summary of baseline/refreshment samples 121 8.1.3.4 Panel samples 123 8.1.3.4.1 Contacting households 125 8.1.3.4.2 Household cooperation and response rate 127 8.1.3.4.3 Individual participation of panel samples 129 8.1.3.4.4 Summary of panel samples 132 8.1.4 Concluding remarks 135 8.2 Improving the efficiency of data quality back checks: A new procedure to prevent curbstoning 154 Page 11 SHARE – Methodology 8.2.1 Development of a technical procedure to identify interview fabrication 154 8.2.2 Implementation of the new procedure in SHARE Wave 7 155 8.2.3 Outcome of the new back check procedure 156 8.2.4 Concluding remarks 158 9 Weights and imputations 167 9.1 Introduction 167 9.2 Composition of the Wave 7 sample: SHARELIFE and regular subsamples 167 9.3 Weighting strategies 168 9.3.1 The calibration procedure 168 9.3.2 Calibrated cross-sectional weights 169 9.3.3 Calibrated longitudinal weights 170 9.3.4 Structure of the SHARE weights in Release 7.0.0 170 9.3.5 Supplementary material and user guide on calibrated weights 171 9.4 Imputations of missing values due to item nonresponse 171 9.4.1 Imputations of variables collected in the regular interview 171 9.4.2 Imputations of variables collected in the SHARELIFE interview 174 10 The SHARE Data & Documentation Tool 191 10.1 Background 191 10.2 Technical implementation 191 10.3 Main features 192 Page 12 Table of contents Page 13 SHARE – Methodology CHAPTER 1 SHARE Wave 7: Combining panel and retrospective data on life histories in eight new countries 01 Chapter 1 1 SHARE WAVE 7: COMBINING PANEL AND RETROSPECTIVE DATA ON LIFE HISTORIES IN EIGHT NEW COUNTRIES Michael Bergmann, Annette Scherpenzeel, Axel Börsch-Supan – Munich Center for the Economics of Aging (MEA) at the Max Planck Institute for Social Law and Social Policy (MPISOC) and the Technical University of Munich (TUM) This volume documents the most important questionnaire their entire life courses. As described in Chapter 2, the retro- innovations, methodological advancements and new pro- spective questionnaire contained all important areas of the cedures introduced during the seventh wave of the Sur- respondents’ life histories, ranging from parental and child- vey of Health, Ageing and Retirement in Europe (SHARE; hood conditions, partners and children, housing and finan- Börsch-Supan et al., 2013).
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