User Guides

User Guides are designed to provide analysts with documentation about the concepts, measures and questions in the HRS surveys. These reports expand upon the information found in codebooks, questionnaires and data descriptions. They also provide comprehensive descriptions of created measures (including their origin), changes made across waves, variable distributions, results from data quality analysis, information about the data structure of individual HRS surveys, and information on special data manipulation topics.

General

Faul JD, Smith J. Health and Retirement Study: Genetic Data Consortia Collaboration. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2017.PDF icon Download PDF (140.28 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)
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)
Sonnega A, Faul JD, Ofstedal MB, Langa KM, Phillips JWR, Weir DR. Cohort Profile: the Health and Retirement Study (HRS). International Journal of Epidemiology. 2014;43(2):576-585. doi:10.1093/ije/dyu067.PDF icon Download PDF (288.38 KB)

Health

Crimmins EM, Faul JD, Kim JKi, et al. Documentation of Biomarkers in the 2006 and 2008 Health and Retirement Study. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2013.PDF icon Download PDF (364.89 KB)
Crimmins EM, Faul JD, Kim JKi, Weir DR. Documentation of Biomarkers in the 2010 and 2012 Health and Retirement Study. Ann Arbor, Michigan: Survey Research Center, University of Michigan; 2015:15.PDF icon Download PDF (198.27 KB)
Fisher GG, Faul JD, Weir DR, Wallace RB. Documentation of Chronic Disease Measures in the Health and Retirement Study. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2005.PDF icon Download PDF (460.3 KB)
HRS Staff. USDA Food Access Information All Respondents 1992-2014. Ann Arbor, MI: Health and Retirement Study, Survey Research Center, Institute for Social Research; 2017.PDF icon Download PDF (335.14 KB)
Jenkins KR, Ofstedal MB, Weir DR. Documentation of Health Behaviors and Risk Factors Measured in the Health and Retirement Study (HRS/AHEAD). Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2008.PDF icon Download PDF (360.85 KB)
Levy HG. User Guide to Health Insurance in the Health and Retirement Study, 2006-2014. Ann Arbor, Michigan: Survey Research Center, Institute for Social Research, University of Michigan; 2017.PDF icon Download PDF (298.12 KB)
Steffick DE. Documentation of Affective Functioning Measures in the Health and Retirement Study. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2000.PDF icon Download PDF (2.9 MB)
Ware EB, Schmitz LL, Faul JD. HRS Polygenic Scores: 2006-2010 Genetic Data. Ann Arbor, Michigan: Survey Research Center, Institute for Social Research, University of Michigan; 2017.PDF icon Download PDF (599.95 KB)

Cognition

Fisher GG, McArdle JJ, McCammon RJ, Sonnega A, Weir DR. New Measures of Fluid Intelligence in the HRS. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2013.PDF icon Download PDF (401.25 KB)
Fisher GG, Hassan H, Faul JD, Rogers W, Weir DR. Health and Retirement Study Imputation of Cognitive Functioning Measures: 1992-2014. Ann Arbor, Michigan: Survey Research Center, University of Michigan; 2017.PDF icon Download PDF (321.27 KB)
Ofstedal MB, Fisher GG, Herzog AR. Documentation of Cognitive Functioning Measures in the Health and Retirement Study. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2005.PDF icon Download PDF (266.73 KB)
Weir DR, McCammon RJ, Ryan LH, Langa KM. Cognitive Test Selection for the Harmonized Cognitive Assessment Protocol (HCAP). Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2014.PDF icon Download PDF (187.29 KB)

Family

Resources for Analysis of Family Data.
This page brings together reference materials pertaining to HRS data content related to family issues. It contains direct links to relevant questionnaire areas, codebook content and bibliographic materials, as well as other background information.

Employment and Work

Nolte MA, Servais M, Turf M. Occupation and Industry Coding in HRS/AHEAD. Ann Arbor, Michigan: Survey Research Center, Institute for Social Research, University of Michigan; 2016.PDF icon Download PDF (799.52 KB)

Economics

Cao H, Henretta JC, Norgard TM, Soldo BJ, Weir DR. HRS 2001 HUMS College Tuition Imputations. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2005.PDF icon Download PDF (50.75 KB)
Fang C, Butchart A, Stolyarova H, Nolte MA, Peticolas R. Pension Estimation Program Users Guide. Ann Arbor, Michigan: University of Michigan; 2016.PDF icon Download PDF (1.31 MB)
Fang C, Kapinos K. Prospective Social Security Wealth Measures of Pre-Retirees Wave 10. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2016.PDF icon Download PDF (293.22 KB)
SSA Permissions Consent History: 1992-2012 (Public Version). Ann Arbor: Survey Research Center, University of Michigan; 2015:5.PDF icon Download PDF (62.86 KB)
Levy HG, Gutierrez I. Documentation and Benchmarking of Health Insurance Measures in the Health and Retirement Study. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2009.PDF icon Download PDF (429.49 KB)
Mitchell OS, Olson J, Steinmeier TL. Construction of the Earnings and Benefits File (EBF) for Use with the Health and Retirement Study. University of Pennsylvania; 1998.
Note - An updated and revised version of this paper is available in Forecasting Retirement Needs and Retirement Wealth, Olivia S. Mitchell, P. Brett Hammond and Anna M. Rappaport, eds., Philadelphia: University of Pennsylvania Press, 2000. See Chapter 13, "Social Security Earnings and Projected Benefits"
PDF icon Download PDF (194.92 KB)
Stolyarova H, Nolte MA, Peticolas R. Pension Coding Program Users Guide. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2005.PDF icon Download PDF (2.59 MB)

Methods

Crimmins EM, Faul JD, Thyagarajan B, Weir DR. Venous Blood Collection and Assay Protocol in the 2016 Health and Retirement Study. Ann Arbor, Michigan: Survey Research Center, Institute for Social Research, University of Michigan; 2017.PDF icon Download PDF (2.02 MB)
Guyer H, Ofstedal MB, Lessof C, Cox K. The Benefits and Challenges of Collecting Physical Measures and Biomarkers in Cross-National Studies. Ann Arbor, Michigan: Survey Research Center, Institute for Social Research, University of Michigan; 2017.PDF icon Download PDF (166.91 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)
Heeringa SG, Fisher GG, Hurd MD, et al. Aging, Demographics and Memory Study (ADAMS): Sample Design, Weighting and Analysis for ADAMS. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2009.PDF icon Download PDF (581.8 KB)
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)
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)
Weir DR. Validating Mortality Ascertainment in the Health and Retirement Study. Ann Arbor, Michigan: Survey Research Center, Institute for Social Research, University of Michigan; 2016.PDF icon Download PDF (669.74 KB)

Psychosocial and Well-being

Smith J, Ryan LH, Sonnega A, Weir DR. HRS Psychosocial and Lifestyle Questionnaire 2006-2016. Ann Arbor, Michigan: Survey Research Center, Institute for Social Research, University of Michigan; 2017.
Please note that this replaces an earlier version of this report.
PDF icon Download PDF (593.11 KB)

Archive

Cao H. Impute: A SAS Application System for Missing Value Imputations-With Special Reference to HRS Income/Assets. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2001.PDF icon Download PDF (80.28 KB)