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The Americans' Changing Lives (ACL) survey series is an ongoing, nationally representative, longitudinal study focusing especially on differences between Black and White Americans in middle and late life. These data constitute the first, second, third, fourth, fifth, and sixth waves in a panel survey covering a wide range of sociological, psychological, mental, and physical health items. Wave I of the study began in 1986 with a nation face-to-face survey of 3,617 adults ages 25 and up, with Black Americans and people aged 60 and over over-sampled at twice the rate of the others. Wave II constitutes face-to-face re-interviews in 1989 of those still alive. Survivors have been re-interviewed by telephone, and when necessary face-to-face, in 1994 (Wave III), 2001/02 (Wave IV), 2011 (Wave V), and 2019/21 (Wave VI).

Please note that for Wave VI, the majority of data collection occurred in 2019, with only a small subset (n=39) of participants surveyed in 2021.

ACL was designed and sought to investigate the following: (1) The ways in which a wide range of activities and social relationships that people engage in are broadly "productive," (2) how individuals adapt to acute life events and chronic stresses that threaten the maintenance of health, effective functioning, and productive activity, and (3) sociocultural variations in the nature, meaning, determinants, and consequences of productive activity and relationships. Among the topics covered are interpersonal relationships (spouse/partner, children, parents, friends), sources and levels of satisfaction, social interactions and leisure activities, traumatic life events (physical assault, serious illness, divorce, death of a loved one, financial or legal problems), perceptions of retirement, health behaviors (smoking, alcohol consumption, overweight, rest), and utilization of health care services (doctor visits, hospitalization, nursing home institutionalization, bed days). Also included are measures of physical health, psychological well-being, and indices referring to cognitive functioning.

Demographic information provided for individuals includes household composition, number of children and grandchildren, employment status, occupation and work history, income, family financial situation, religious beliefs and practices, ethnicity, race, education, sex, and region of residence.

The 1993 Detroit Area Study explored a variety of issues related to health, the effects of aging, living conditions, and participation in civic life in the Michigan tri-county area of Wayne, Oakland, and Macomb counties. A battery of questions probed respondents' perceptions of their health and mental state and those of their spouse, their ability to perform certain physical and mental activities, and the effect of their emotional state on their appetite and sleeping patterns. Other explored their feelings about neighborhood safety, means of transportation, relationships, accommodation, the portrayal of older people on television programs, and the treatment of older people by employers. The survey also sought respondents' opinions about government, their personal financial situation and problems, money management, savings and investments, and their life as a whole. Additional items questioned respondents about the frequency of their visits to the doctor, overnight hospitalization, chronic health conditions, smoking and drinking habits, and medical coverage, as well as electoral participation, political party preference, ideological leanings, class self-identification, assistance received from community organizations, family, and friends, personal regrets, and time spent watching television and engaging in pleasurable activities. Other questions gauged respondents' memory, vision, and motor skills. Respondents also provided demographic information on sex, age, marital status, race, ethnicity, religion, and education.

This catalog record includes detailed variable-level descriptions, enabling data discovery and comparison. The TILDA Series data, including studies 34315, 38681, 37105, 37106, 38670, 38674, are currently unavailable at the request of the data producer due to concerns related to EU and Irish data privacy and data sharing rules. We are working to determine the best solution to continue to share these data with the research community. Individuals interested in obtaining TILDA data access at this time should reach out to the TILDA project directly (https://tilda.tcd.ie/data/accessing-data/).

The Irish Longitudinal Study on Ageing (TILDA) is a major inter-institutional initiative led by Trinity College Dublin which aims to produce a massive improvement in the quantity and quality of data, research and information relating to older people and ageing in Ireland. Eligible respondents for this study include individuals aged 50 and over and their spouses or partners of any age. The study involves interviews on a two yearly basis with a sample cohort of 8,504 people aged 50 and over (or their spouses/partners) and resident in Ireland, collecting detailed information on all aspects of their lives, including the economic (pensions, employment, living standards), health (physical, mental, service needs and usage) and social aspects (contact with friends and kin, formal and informal care, social participation). Both survey interviews and physical and biological measurements are utilized.

The second wave of TILDA interviews were undertaken between February 2012 and March 2013. Of the 8,504 interviewed in Wave 1, a second interview was obtained for 7,445 respondents. These consisted of the self, proxy and end-of-life interviews types. In addition to the returning respondents, 170 interviews were obtained from eligible household members who had chosen not to take part in Wave 1 or the new spouses/partners of existing respondents.

Demographic and background variables include age, sex, marital status, household composition, education, and employment.

This catalog record includes detailed variable-level descriptions, enabling data discovery and comparison. The TILDA Series data, including studies 34315, 38681, 37105, 37106, 38670, 38674, are currently unavailable at the request of the data producer due to concerns related to EU and Irish data privacy and data sharing rules. We are working to determine the best solution to continue to share these data with the research community. Individuals interested in obtaining TILDA data access at this time should reach out to the TILDA project directly (https://tilda.tcd.ie/data/accessing-data/).

The Irish Longitudinal Study on Ageing (TILDA) is a major inter-institutional initiative led by Trinity College Dublin which aims to produce a massive improvement in the quantity and quality of data, research and information relating to older people and ageing in Ireland. Eligible respondents for this study include individuals aged 50 and over and their spouses or partners of any age. The study involves interviews on a one year basis with a sample cohort of residents of Ireland, collecting detailed information on all aspects of their lives, including the economic (pensions, employment, living standards), health (physical, mental, service needs and usage) and social aspects (contact with friends and kin, formal and informal care, social participation). Both survey interviews and physical and biological measurements are utilized.

The fourth wave of TILDA interviews were undertaken between January and December 2016. A total of 5,713 participants completed the self-interview.

Demographic and background variables include age, sex, marital status, household composition, education, and employment.

This catalog record includes detailed variable-level descriptions, enabling data discovery and comparison. The TILDA Series data, including studies 34315, 38681, 37105, 37106, 38670, 38674, are currently unavailable at the request of the data producer due to concerns related to EU and Irish data privacy and data sharing rules. We are working to determine the best solution to continue to share these data with the research community. Individuals interested in obtaining TILDA data access at this time should reach out to the TILDA project directly (https://tilda.tcd.ie/data/accessing-data/).

The Irish Longitudinal Study on Ageing (TILDA) is a major inter-institutional initiative led by Trinity College Dublin which aims to produce a massive improvement in the quantity and quality of data, research and information relating to older people and ageing in Ireland. Eligible respondents for this study include individuals aged 50 and over and their spouses or partners of any age. The study involves interviews on a one year basis with a sample cohort of residents of Ireland, collecting detailed information on all aspects of their lives, including the economic (pensions, employment, living standards), health (physical, mental, service needs and usage) and social aspects (contact with friends and kin, formal and informal care, social participation). Both survey interviews and physical and biological measurements are utilized.

The fifth wave of TILDA interviews were undertaken between January and December 2018. A total of 4,978 participants completed the self-interview.

Demographic and background variables include age, sex, marital status, household composition, education, and employment.

The Midlife in the United States (MIDUS) is a collaborative, interdisciplinary investigation of patterns, predictors, and consequences of midlife development in the areas of physical health, psychological well-being, and social responsibility. A description of the study and findings from it are available at http://www.midus.wisc.edu.

The first wave of the MIDUS study (MIDUS 1 or M1) collected survey data from a total of 7,108 participants. The baseline sample was comprised of individuals from four subsamples: (1) a national RDD (random digit dialing) sample (n=3,487); (2) oversamples from five metropolitan areas in the U.S. (n=757); (3) siblings of individuals from the RDD sample (n=950); and (4) a national RDD sample of twin pairs (n=1,914). All eligible participants were non-institutionalized, English-speaking adults in the coterminous United States, aged 25 to 74.

Data from the samples were collected primarily in 1995/96. The survey (Project 1) dataset contains responses from a 30-minute Phone interview and two 50-page Self-Administered Questionnaire (SAQ) instruments. Of the 7,108 respondents who completed the Phone interview, 6,325 also completed the SAQ.

This updated version of the study is comprised of three primary datasets:

Dataset 1, Main, Siblings, and Twin Data, contains responses from the main survey of 7,108 respondents. Respondents were asked to provide extensive information on their physical and mental health throughout their adult lives, and to assess the ways in which their lifestyles, including relationships and work-related demands, contributed to the conditions experienced. Those queried were asked to describe their histories of physical ailments, including heart-related conditions and cancer, as well as the treatment and/or lifestyle changes they went through as a result. A series of questions addressed alcohol, tobacco, and illegal drug use, and focused on history of use, regularity of use, attempts to quit, and how the use of those substances affected respondents' physical and mental well-being. Additional questions addressed respondents' sense of control over their health, their awareness of changes in their medical conditions, commitment to regular exercise and a healthy diet, experience with menopause, the decision-making process used to deal with health concerns, experiences with nontraditional remedies or therapies, and history of attending support groups. Respondents were asked to compare their overall well-being with that of their peers and to describe social, physical, and emotional characteristics typical of adults in their 20's, 40's, and 60's. Information on the work histories of respondents and their significant others was also elicited, with items covering the nature of their occupations, work-related physical and emotional demands, and how their personal health had correlated to their jobs. An additional series of questions focusing on childhood queried respondents regarding the presence/absence of their parents, religion, rules/punishments, love/affection, physical/verbal abuse, and the quality of their relationships with their parents and siblings. Respondents were also asked to consider their personal feelings of accomplishment, desire to learn, sense of control over their lives, interests, and hopes for the future.

The Datasets previously numbered 2 and 3 have been removed to avoid redundancies, and all datasets have been renumbered. Please refer to the readme file.

Dataset 2, Twin Screener Data, provides the first national sample of twin pairs ascertained randomly via the telephone.

Dataset 3, Coded Text Responses, describes how open-ended textual responses in the MIDUS 1 Computer-Assisted Telephone Interview (CATI) and Self-Administered Questionnaire (SAQ) were transformed into categorical numeric codes. These codes are included in a stand-alone dataset containing only those cases (N=3,950) that contained text data in their responses.

Online Analysis Only: Datasets 1, 2, and 3 were merged together by the SU_ID variable to form "Merged Data with Weights (Online Analysis Only)" (Dataset 4) for online analysis capabilities.

MIDUS also maintains a Colectica portal, which allows users to interact with variables across waves and create customized subsets. Registration is required.

In 1995-1996, the MacArthur Midlife Research Network carried out a national survey of 7,108 Americans aged 25 to 74 (MIDLIFE IN THE UNITED STATES (MIDUS), 1995-1996 [ICPSR 2760]). The purpose of the study was to investigate the role of behavioral, psychological, and social factors in understanding age-related differences in physical and mental health. The study was innovative for its broad scientific scope, its diverse samples (which included twins and the siblings of main sample respondents), and its creative use of in-depth assessments in key areas (e.g., daily stress and cognitive functioning). A description of the study and findings from it are available at http://www.midus.wisc.edu. With support from the National Institute on Aging, a longitudinal follow-up of the original MIDUS samples: core sample (N = 3,487), metropolitan over-samples (N = 757), twins (N = 925 complete pairs), and siblings (N = 950), was conducted in 2004-2006. Guiding hypotheses for it, at the most general level, were that behavioral and psychosocial factors are consequential for physical and mental health. MIDUS 2 respondents were aged 35 to 86. Data collection largely repeated baseline assessments (e.g., phone interview and extensive self-administered questionnaire), with additional questions in selected areas (e.g., cognitive functioning, optimism and coping, stressful life events, and caregiving). To add refinements to MIDUS 2, an African American sample (N = 592) was recruited from Milwaukee, Wisconsin, who participated in a personal interview and completed a questionnaire paralleling the above assessments. Survey data for the Milwaukee sample are available in a separate project [ICPSR 22840]. Also administered was a modified form of the mail questionnaire, via telephone, to respondents who did not complete a self-administered questionnaire.

In 1994/1995, the MacArthur Midlife Research Network carried out a national survey of over 7,000 Americans aged 25 to 74. The purpose of the study was to investigate the role of behavioral, psychological, and social factors in understanding age-related differences in physical and mental health. A description of the study and findings from it are available at the MIDUS website.

With support from the National Institute on Aging, a longitudinal follow-up of the original MIDUS samples (core sample (N = 3,487), metropolitan over-samples (N = 757), twins (N = 957 pairs), and siblings (N = 950)) was conducted in 2004-2006. Guiding hypotheses, at the most general level, were that behavioral and psychosocial factors are consequential for health (physical and mental). The purpose of the Cognitive Project was to determine how cognition is related to overall mental and physical health. Specific goals were: (1) to characterize the nature and range of midlife cognitive performance, relative to those younger and older, across multiple domains in a nationally representative sample (MIDUS); and (2) to examine the relationship between biopsychosocial factors (e.g., SES, health status, health-promoting behaviors, metabolic and cardiovascular biomarkers, depression, personality, control beliefs, stressful life events) and individual differences in cognitive functioning.

The development of a cognitive battery for the second wave of testing of the Midlife Development in the United States (MIDUS) study provided an opportunity to examine the cognitive performance of young, middle-aged and older adults from a wide range of education levels in a large-scale, national sample. As part of the Cognitive Project of the MIDUS II the Brief Test of Adult Cognition by Telephone (BTACT) (Lachman & Tun, 2008; Tun & Lachman, 2006) was administered. More information about the BTACT can be found at the Brandeis website. The BTACT represents the first comprehensive cognitive battery, including measures of speed and reaction time, to be administered by telephone to a national sample across the adult years and into later life. With a response rate of over 86 percent for the cognitive testing component of the MIDUS II, a cognitive data set of unprecedented range in terms of age, gender, socioeconomic status (SES), education, and geographic diversity was produced.

In 1995-1996, the MacArthur Midlife Research Network carried out a national survey of over 7,000 Americans aged 25 to 74 [ICPSR 2760]. The purpose of the study was to investigate the role of behavioral, psychological, and social factors in understanding age-related differences in physical and mental health. The study was innovative for its broad scientific scope, its diverse samples (which included siblings of the main sample respondents and a national sample of twin pairs), and its creative use of in-depth assessments in key areas (e.g. daily diary of stressful experiences [ICPSR 3725] and cognitive functioning [ICPSR 3596]) on a subset of participants. A detailed description of the study and findings generated by it are available at: http://www.midus.wisc.edu

With support from the National Institute on Aging, a follow-up of the original Midlife Development in the United States (MIDUS) sample was conducted in 2004 (MIDUS 2 [ICPSR 4652]). The daily stress and cognitive functioning projects were repeated and expanded at MIDUS 2; in addition the protocol was expanded to include biomarkers and neuroscience.

In 2013 a third wave (MIDUS 3) of survey data was collected on longitudinal participants. Data collection for this follow-up wave largely repeated baseline assessments (e.g., phone interview and extensive self-administered questionnaire), with additional questions in selected areas such as economic recession experiences. Cognitive functioning data were also collected at the same time, while data collection for the daily diary, biomarker, and neuroscience projects commenced in 2017.

MIDUS also maintains a Colectica portal, which allows users to interact with variables across waves and create customized subsets. Registration is required.

In 2005, 592 African Americans from Milwaukee were added to the MIDUS sample to examine health issues in minority populations (for more details, see Midlife in the United States (MIDUS 2): Milwaukee African American Sample [ICPSR #22840]). Respondents were interviewed in their homes using a Computer Assisted Personal Interview (CAPI) survey protocol and asked to complete and return a Self-Administered Questionnaire (SAQ). Afterwards these individuals were eligible for participation in the same research protocol as the national MIDUS 2 sample, including cognitive, daily stress, biomarker, and neuroscience projects.

With support from the National Institute on Aging, a second wave of survey data collection on the Milwaukee sample was begun in 2016. The survey consisted of a 2.5 hour CAPI interview followed by a 45-page mailed SAQ. CAPI survey data was collected for 389 individuals, realizing a 78 percent response rate, adjusted for mortality and other eligibility criteria. Data collection for this follow-up wave largely repeated baseline assessments, with additional questions in selected areas (e.g., economic recession experiences, childhood experience with race, etc.). Following successful completion of the CAPI and SAQ protocols, individuals were eligible for participation in cognitive, daily stress, biomarker, and neuroscience projects.

From 2004-2009, an initial follow-up of the original Midlife Development in the United States samples (MIDUS 2) was conducted with expansion of the protocol to include Neuroscience Project data collection and a sample of Black Americans from Milwaukee, WI. The MIDUS Neuroscience Project performed a second follow-up from 2017-2022 of the MIDUS Main and Milwaukee samples (MIDUS 3) on a subsample of those who completed the MIDUS 3 Survey and Biomarker Projects.

The goal was to examine indices of brain aging, function, and structure with a focus on the brain circuitry associated with individual differences in affective style, and to characterize the peripheral consequences of these central profiles for biological systems that may be relevant to health. The primary aims were to: (1) characterize individual differences in emotional reactivity, recovery, and sustaining processes using corrugator and zygomatic electromyography and eyeblink startle magnitude, (2) characterize individual differences in brain morphology and connectivity using structural magnetic resonance imaging (MRI) and diffusion weighted imaging (DWI) (3) characterize individual differences in functional activity within the neural circuitry of emotion using task and resting state fMRI, (4) calculate brain age, and (5) test the ability of these indices to predict the comprehensive array of health, wellbeing, cognitive, psychological, social, and life challenge factors assessed in other MIDUS projects. To probe individual differences in emotional processes, psychophysiological and fMRI measures of emotional responses to the presentation of negative, positive, and neutral pictures, and these same measures during a post-picture period were examined.

Emotion-influenced memory was assessed at both the psychophysiological and imaging sessions: (1) Free recall of the presented affective pictures at the end of the psychophysiological session. (2) Memory and likeability ratings for neutral faces paired with the affective pictures in the imaging task. Finally, selected tasks from the CANTAB assessed affective biases and cognitive processes important for emotion regulation.

This survey of adult management tasks began in 1995 as part of a larger national project (MIDUS) to investigate the patterns, predictors, and consequences of midlife development in the areas of physical health, psychological well-being, and social responsibility. Conducted in Boston, the survey was designed to examine how adults manage tasks in three domains of life -- work, family, and health. Further goals were to describe the subjective experience of goal attainment in midlife and to link it with objective measures of short-term longitudinal changes and cognitive functioning. During the national study, the Boston area was intentionally oversampled in order to create a subset to be used for in-depth study of management processes in midlife.

The Boston study began six months after the national study, and consisted of three interviews: a 30-minute phone interview followed by a 20-minute mail questionnaire (Time 1), a 90-minute in-person combination of cognitive tests, cortisol testing, photograph taking, and interview (Time 2), and a 30-minute phone interview (Time 3), conducted at six-month intervals. The focus was on projects related to family, work, and health that participants were working on during the period of the study. Each successive interview investigated participants' assessments of their progress in the present, recollection of six months in the past, and prediction six months into the future. Two waves of data collection were completed for this study. There were 151 respondents who participated in the first wave, 151 respondents who participated in both waves, and 26 additional respondents who participated in the second wave of data collection.

At Time 1, participants generated a list of two important family, work, and health tasks, then chose one of each as the most important in that domain. For each of the most important tasks, questions were asked about deadlines, whether participants were doing tasks because they had to do them, felt that they should do them, or chose to do them, and whether participants were doing tasks for themselves, others, or both. All six projects were ranked according to importance, and participants divided all their time into percentages spent on family, work, and health. The majority of questions on the mail questionnaire at Time 1 were taken from the Midlife Development Inventory (MIDI), the instrument created for the national study.

Respondents were asked to rate their control over health, to make assessments about present, past, and future health, to list any serious illnesses, and to indicate their physical health status. Study participants also rated their mental health, and discussed stressful life events in the last six months for self, spouse/significant other, parents, and children. Other questions focused on depression, mastery and constraints, community involvement, family, work, and life satisfaction. Scales used included the Ryff Well-Being Scales, the Eysenck Personality Inventory, the Staudinger and Baltes Wisdom Scale (1995), and the Ways of Coping Scale.

Time 2 was done in-person, and included a 50-minute series of cognitive tests followed by a 40-minute interview. The cognitive testing consisted of nine measures of cognitive ability completed in the following order: WAIS Forward Digit Span, WAIS Backward Digit Span, WAIS Vocabulary, counting backwards test, letter comparison test, dual-task test involving the counting backwards and letter comparison tests, WAIS Digit Symbol, Schaie-Thurston Letter Series, and Raven's Advanced Progressive Ma Matrices.

The Time 2 interview began with a series of questions asking about each of the family, work, and health tasks elicited from the participants in Time 1. Many questions were repeated from the MIDI including rating physical health, family life, work situation, and life overall, rating physical and mental health from poor to excellent, and a measure of stressful life events in the last six months for self, spouse/significant other, parents, and children. Participants were asked to rate how old they felt and how old they looked and to indicate their total yearly household income. Lastly, a series of open-ended questions asked about best and worst aspects of family, work, and health, how participants managed their daily life, the most challenging aspect of life and how it was managed, and what participants found most helpful in carrying out their daily life. Photographs were taken of participants at the conclusion of the interview.

Time 3 asked again about each of the most important family, work, and health tasks elicited from the participants in Time 1. Newly developed questions asked participants about ideas related to middle age, including when the participant believed middle age begins and ends, whether the participant was younger than, in, or older than middle age, the biggest changes in middle age, the best and worst aspects of middle age, whether the participant knew anyone who had had a "midlife crisis," and whether he or she would have or had had a midlife crisis. Participants were asked to rate how often they had problems and how often things went well with respect to a list of 26 domains, and how much stress and how much control they had in these domains. Lastly, participants were asked whether they had ever returned to a degree-oriented educational program after being out of school for five or more years, whether they were presently taking classes to further their education, and whether being a participant in the study had influenced the ways they thought about their family, work, and health projects.

In 2011-2014, the MIDUS Refresher study recruited a national probability sample of 3,577 adults, aged 25 to 74, designed to replenish the original MIDUS 1 baseline cohort and paralleling the five decadal age groups of the MIDUS 1 baseline survey [ICPSR 2760]. The MIDUS Refresher survey employed the same comprehensive assessments as those assembled on the existing MIDUS sample, but with additional questions about the effect of the economic recession of 2008-09.

The MIDUS Refresher collection is split into two datasets: Aggregate Data and Coded Text Data. The Coded Text Dataset provides coded responses to open-ended question items in the Aggregate Dataset. The survey data collection (Project 1) [MIDUS, ICPSR 2760] consisted of a 30-minute phone interview followed by two 50-page mailed self-administered questionnaires. Survey data were collected on demographic, psycho-social, and physical and mental health information. This new crosssectional MIDUS sample allows the examination of period effects on health (mental and physical) related to the economic recession by comparing the pre-recession MIDUS 1 sample with the post-recession MIDUS Refresher sample. A further objective of the MIDUS Refresher sample was to strengthen cross-project analyses in MIDUS by increasing the sample sizes available for testing hypotheses dealing with the interplay of key factors (e.g., socioeconomic status, gender, psychosocial factors, biological factors) in mid- and laterlife health. To that end, the MIDUS Refresher sample followed the same multi-disciplinary protocol established in the main MIDUS sample, in that after completing the survey protocol respondents were asked to complete a cognitive assessment by phone (Project 3) [MIDUS 3, ICPSR 36346] and later became eligible to participate in daily diary assessments (Project 2) [MIDUS 2, ICPSR 4652] biomarker assessments (Project 4) [MIDUS 2: Biomarker Project, ICPSR 29282] and neuroscience assessments (Project 5) [MIDUS 2: Neuroscience Project, ICPSR 28683].

The MIDUS Refresher was funded by the National Institute on Aging as two separate but related efforts: The MIDUS Refresher younger decades (MRY), was fielded in November, 2011, and recruited over 2,100 new participants aged 25 to 54; Funding was later added for the MIDUS Refresher older decades (MRO), which was fielded in June, 2013 and recruited over 1,400 new participants aged 55 to 74.

Demographic variables include age, sex, gender, race, religion, and marital status.

In 2012-2013, the MIDUS Milwaukee Refresher study recruited a sample of 508 Milwaukee African American adults, aged 25 to 64, designed to replenish the Midlife Development in the United States (MIDUS 2): Milwaukee African American Sample, 2005-2006 (ICPSR 22840). This sample was also designed to increase the number of racial minorities included in the broader MIDUS study. The MIDUS Milwaukee Refresher survey employed the same assessments (demographic, psycho-social, and physical and mental health) as those assembled on the existing MIDUS sample, but with additional questions about the effect of the economic recession of 2008-09. A sample of African Americans from Milwaukee County, Wisconsin, was stratified by age, gender, and income.

Area probability sampling methods were used to identify potential respondents. Field interviewers screened households to determine if they contained any African American adults. There was additional screening to achieve an appropriate age/gender distribution in a manner similar to what was done for the original MIDUS sample (Midlife in the United States (MIDUS 1), 1995-1996 [ICPSR 2760]). Milwaukee respondents were interviewed in their homes using a 2.5-hour Computer Assisted Personal Interview (CAPI) protocol and afterwards asked to complete a self-administered questionnaire (SAQ). All measures paralleled those used in the larger MIDUS samples. In addition to successful completion of the survey, participants were asked to complete a cognitive assessment by phone. Some respondents were eligible to participate in additional MIDUS projects: daily diary assessments, biomarker assessments, and neuroscience assessments.

In 2011-2014, the MIDUS Refresher study recruited a national probability sample of 3,577 adults, aged 25 to 74, designed to replenish the original MIDUS 1 baseline cohort and paralleling the age groups of the MIDUS 1 baseline survey in 1995. The MIDUS Refresher survey employed the same comprehensive assessments as existing MIDUS sample, with additional questions about the effect of the Great Recession in 2008-09. Survey data were collected on demographic, psychosocial, and health and well-being information.

In 2022-2024, the second wave of survey data (MIDUS Refresher 2) was collected on longitudinal participants, including the questions (1) repeated from the Refresher 1, (2) new impacts of the COVID-19 pandemic replacing the questions related to the Great Recession in the Refresher 1, and (3) the additional questions in selected areas (e.g., AD8, IADL, family history of dementia). This new longitudinal MIDUS data allow examination of period effects on health and well-being related to the COVID-19 pandemic by comparing the pre-pandemic MIDUS Refresher 1 data with the post-pandemic MIDUS Refresher 2 data. Further, the longitudinal MIDUS Refresher datasets (Wave 1 and Wave 2) allow investigation of the two major macro-level historic events, the Great Recession and the COVID-19 pandemic, on health and well-being across various population groups in the U.S.

In 2012-2013, the MIDUS Milwaukee Refresher study recruited a sample of 508 Milwaukee African American adults, aged 25 to 64, designed to replenish the original MIDUS Milwaukee 1 survey that was designed to increase the number of racial minorities in 2005. The MIDUS Milwaukee Refresher survey employed the same comprehensive assessments (demographic, psycho-social, and physical and mental health) as those on the existing MIDUS sample, with additional questions about the effect of the Great Recession in 2008-09.

In 2023-2024, the second wave of survey data was collected from 327 longitudinal Refresher Milwaukee participants, including the questions (1) repeated from the Refresher 1, (2) new impacts of the COVID-19 pandemic replacing the questions related to the Great Recession in the Refresher 1, and (3) the additional questions in selected areas (e.g., AD8, IADL, family history of dementia). This new longitudinal MIDUS Refresher Milwaukee data allow examination of period effects on health and well-being related to the COVID-19 pandemic by comparing the pre-pandemic MIDUS Refresher Milwaukee 1 data with the post-pandemic MIDUS Refresher Milwaukee 2 data. Further, the longitudinal MIDUS Refresher datasets (wave 1 and wave 2) allow investigation of the two major macro-level historic events, the Great Recession and the COVID-19 pandemic, on health and well-being.

The National Long-Term Care Survey (NLTCS) has completed six waves, nominally at five-year intervals, 1982, 1984, 1989, 1994, 1999, and 2004. The NLTCS is a nationally-representative sample both of the community and of institutionalized populations and is longitudinal in that sample persons join the survey once they reach 65 years of age and stay in the survey until they either die or are lost to follow-up. At each wave, a screener questionnaire is administered to the sample which divides the sample into three parts: the non-disabled (frequently called screen-outs), the disabled but living in the community, and the disabled living in an institution. About 5,000 people die between waves and are replaced by a sample of about that size of people who have become age 65 since the prior wave. Because of budget considerations it usually has not been possible to continue the entire non-disabled sample into the next wave. Instead a sample of the non-disabled is drawn to keep the total sample size for a wave at about 20,000. One of the interesting and useful features of the NLTCS is that data are collected on help that the sample person receives from informal caregivers.

The NLTCS is a very data-rich resource with many components, including disability measures, medical conditions, attained education levels, and income. Numerous papers have used it as a source of data addressing a wide variety of topics related to aging and disability.

Ancillary surveys have been added to measure other characteristics of the 65 and older population, to include a Caregiver Survey to acquire data on informal caregivers themselves (done in 1989, 1999, and 2004) and Next-of-Kin (NOK) surveys administered to sample persons who had died between 1982 and 1984 and again between 1994 and 1999. The sample has been frequently supplemented to compensate for low representation in some survey components, in particular the 75 years and older and 95 years and older components. In 1999 physical specimens were drawn from a sample of persons who responded to the survey. These physical specimens (blood where possible, alternatively a buccal wash) are subject to a genetic analysis and, in the case of blood, to a panel of proteins believed to be particularly important to health.

NLTCS Survey Data

Survey data are available in ASCII and SAS format.

The Analytic Data File, a file of derived variables for all waves of the survey incorporates correction factors and consistency checking. The Analytic Data File covers all waves of the survey and is available in both ASCII and SAS formats. Final versions of data for all waves, up to and including 1999 and a beta version for 2004, have been released and are supported by documentation.