HRS Survey Design and Methodology

Documents in this section provide detailed information on a range of topics relevant to the HRS survey methods.

Data Collection Path Table

This table shows the history of HRS data collection efforts, with links to additional information about each data product. For cross-year products, the table shows which years are included in the release. View Table »

Sample Accrual Diagram

This graphic portrays the HRS sample accrual over time, representing various birth cohorts. View Diagram »

Sample Size and Response Rates

HRS Staff. Sample Sizes and Response Rates. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2017.PDF icon Download PDF (106.77 KB)
HRS Staff. Sample Sizes and Response Rates . Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2011.PDF icon Download PDF (134.6 KB)
HRS Staff. Sample Weights and Sample Selection Indicator for the Physical Measures in HRS 2004 . Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2004.PDF icon Download PDF (38.61 KB)

Weight Information

HRS Staff. Tracker 2014 Data Description. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2015.
(see Section 5D. HRS Sample Weights)
PDF icon Download PDF (130.73 KB)
Ofstedal MB, Weir DR, Chen KT, Wagner J. Updates to HRS Sample Weights. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2011.PDF icon Download PDF (209.48 KB)
Wagner J, Valliant R, Hubbard F, Jiang C. Level-of-Effort Paradata and Nonresponse Adjustment Models for a National Face-to-Face Survey. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2013.PDF icon Download PDF (1.64 MB)

Data Analysis

Servais M. An Elementary Cookbook of Data Management using HRS Data with SPSS, SAS and Stata Examples. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2004.PDF icon Download PDF (212.78 KB)
Servais M. Overview of HRS Public Data Files for Cross-sectional and Longitudinal Analysis. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2010.PDF icon Download PDF (406.2 KB)

Survey Design

HRS Staff. HRS Design History. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2008.PDF icon Download PDF (92.14 KB)
HRS Staff. HRS Sample Evolution: 1992-1998 . Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2008.PDF icon Download PDF (302.12 KB)

Sample Design

Heeringa SG, Connor J. Technical Description of the Health and Retirement Study Sample Design. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 1995.PDF icon Download PDF (272.48 KB)
Heeringa SG. Technical Description of the Asset and Health Dynamics Among the Oldest Old (AHEAD) Study Sample Design. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 1995.PDF icon Download PDF (274.8 KB)

Administrative information

Weir DR. HRS Institutional Review Board Information. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2016.PDF icon Download PDF (195.11 KB)