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The Family Exchanges Study Wave 1 (FESI) was conducted in 2008 by the Institute for Survey Research at Temple University. The original 634 "target" or core sample was recruited from African American and White respondents aged 40-60 living in Philadelphia and the surrounding counties--Bucks, Chester, Delaware, and Montgomery. To be eligible for the study, respondents had to have at least one living parent and one living offspring over 18 years of age. Temple University sought to recruit the parents, spouse, and up to three offspring over 18 years of age into the study. All target, parent, and spouse surveys were conducted by telephone. Offspring were given the option of completing the survey by telephone or web. A total of 337 parents, 511 offspring (with another 80 by web and 1 listed as other for a total of 592), and 197 spouses were successfully recruited into the first wave of the study.

This collection includes four data files, one for each type of participant: target, spouse, parent, and offspring. For each of these participants, there are data related to relationships with other family members, perceptions of family members, and views on key social issues. Demographic information includes gender, marital status, education level, religion, age, race, ethnicity, and employment status.

The Family Exchanges Study (FESI) began in 2008 conducted by the Institute for Survey Research at Temple University. The original "target" or core sample was recruited from African American and White respondents aged 40-60 living in Philadelphia and the surrounding counties--Bucks, Chester, Delaware, and Montgomery. To be eligible for the study, respondents had to have at least one living parent and one living offspring over 18 years of age. Temple University sought to recruit the parents, spouse, and up to three offspring over 18 years of age into the study. All target, parent, and spouse surveys were conducted by telephone. Offspring were given the option of completing the survey by telephone or web.

For the Wave 2 data collection, the Survey Research Center at Pennsylvania State University attempted to contact all FESI respondents again, as well as collect updated information for spouses/romantic partners, parents, and up to 4 age-eligible offspring. The survey instruments were drawn largely from the first wave of data collection. This collection includes eight data files. These data files include five main study datasets: target, spouse, spouse without target, parent, and offspring. This collection also includes three diary datasets: target diary, parent diary, offspring diary. For each participant, there are data related to relationships with other family members, perceptions of family members, and views on key social issues. Demographic information includes gender, marital status, education level, religion, age, race, ethnicity, and employment status.

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 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 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.