Characteristics of IALSA-Affiliated Longitudinal Studies of Aging and Summary of Available Variables

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Char
acteristics of IALSA
-
Affiliated
Longitudinal Studies of Aging and
Summary of Available Variables





Scott Hofer

Andrea Piccinin









Project Title: Integrative Analysis of
Longitudinal Studies of Aging

Funding Organization: NIA
-
NIH, USA



1



Characteristics of IALSA
-
Affiliated Longitudinal Studies of Aging


Study Title

Start Yr

n

(T1)

Age

(T1)

Followup
(yrs)

Occ
Interval

Curr

#
Occ

Type Sample

Australian Longitudinal Study of Aging (ALSA)

1992

2087

65
-
103

11

2, 6, 3

4

Stratified sample of community dwelling and those in residential care

Baltimore Longitudinal Study of Aging (BLSA)

1958

1400+

20+

52

Varies

Varies

Volunteer,
snowball

Bonn Longitudinal Study of Aging (BOLSA)

1965

221

62
-
72

19

Varies

8

Community volunteer sample

Bronx Aging Study (BAS)

1980

488

75
-
85

15

1

16

Volunteer sample

Caerphilly Cohort Study of Older Men (CCS)

1979

2512

45
-
59

25

4
-
5

6

Electoral
register plus GP lists, male only

Canadian Study of Health and Aging (CSHA)

1991

10263

65+

10

5

3

Representative (community and institutions)

Canberra Longitudinal Study (CLS)

1991

897

70
-
93

14

3.5

5

Community sample (electoral role), institutional care,

oversampling of
very old

Cardiovascular Health Study (CHS)

1989

5888

65+

10

1

10

Non
-
institutionalized Medicare eligible sample; minorities oversampled

Einstein Aging Study (EAS)

1993

1978

70
-
101

18

1

19

Systematic, representative. Ethnically diverse.

English Longitudinal Study of Ageing (ELSA)
*

2002

12100

49+

8

2

5

Representative.

Aging in Women and Men (GENDER)

1995

498

69
-
81

8

4

3

Opposite sex twins in Sweden born between 1916 and 1925

Gerontologic

and Geriatric Population Studies
in G
othen
b
u
rg,
Sweden (H
-
70)

1971

1000

70

29

2
-
5

12

Representative sample: Gothenberg;

sequential design

Health and Retirement Study (HRS) and
AHEAD
*

1992

12600

50
-
60

16

2

9

National sample, minorities oversampled

Healthy Older Person Edinburgh Study (HOPE)

1990

603

70+

4

4

4

Medical registry

Interdisciplinary Longitudinal Study of Adult
Development (ILSE)

1993

1390

45, 65

12

4

4

Former East and West Germany

Long Beach Longitudinal Study (LBLS)

1978

509

55
-
87

21

2, 14

4

Recruited from Health Maintenance Organization

Longitudinal Aging Study Amsterdam (LASA)

1991

3107

55
-
85

12

3

5

Urban and rural municipal registries

Longitudinal Study of Cognitive Change in
Normal, Healthy Old Age (LSCC)

1982

1985

2050

2193

49
-
96

14

1
-
6

4

Community volunteer sample;

sequential design

Midlife in the U.S. (MIDUS)
*

1995

7000+

25
-
74

9

9

2

Representative, noninstitutionalized

National Survey of Health and Development
(NSHD; 1946 British Birth Cohort Study)

1946

5362

60

60

Varies

39

Nationally representative sample UK

Nordic Research on Aging Study (NORA)

1989

1204

75

5

5

2

Representative city samples

Normative Aging Study (NAS)

1963

2280

21
-
81

42

5

13

Male veterans

Origins of Variance in the Old
-
Old:
Octogenarian Twins (OCTO
-
Twin)

1990

702

80+

8

2

5

Swedish Twin
Registry

Oregon Brain Aging Study (OBAS) and

Dementia Prevention Study (DPS)

1989+

2000

258

214

55
-
107

85
-
94

0
-
18

0
-
6.5

6 & 12
mo

1
-
33
(16.5)

1
-
13

Community volunteers

Seattle Longitudinal Study (SLS)
*

1956

5000+

Cumul

22
-
70

42

7

7

Health Maintenance
Organization; sequential design

Characteristics of IALSA
-
Affiliated Longitudinal Studies of Aging (continued)

2


Note
. Public u
se data sets are indicated by *






Study Title

Start Yr

n

(T1)

Age

(T1)

Followup
(yrs)

Occ
Interval

Curr #
Occ

Type Sample

Survey of Health, Ageing and Retirement in
Europe
(SHARE)
*

2004

45000

50+

6

2

4

Representative

Swedish Adoption Twin Study of Aging
(SATSA)

1984

1500

40
-
84

12

3

5

Swedish Twin Registry

Swiss Interdisciplinary Longitudinal Study on
the Oldest
-
Old" (SWILSO
-
O)

1994

1999

340

377

80
-
85

10

5

12 or 18
months

9

5

Stratified (age/sex), initially community
-
dwelling in a urban and a rural
setting;

sequential design

University of North Carolina Alumni Heart
Study (UNCAHS)

(1964)


1986

1992

(7007)

4989

1154

(17
-
25)

40
-
48


(40)

20

14

1.5

-

12

7

-

Students


data on file

-

Joined study

-

spouses

Victoria Longitudinal Study (VLS)

1986

1993

2002

484

530

570

55
-
85

55
-
85

55
-
85

15

9

0

3

3

--

6

4

1

Community volunteers;

sequential design

Wisconsin Longitudinal Study (WLS)
*

1957

10,317

18

48

7
-
17

5

Random sample high school graduates

3


Summary of Available Variables in IALSA
-
Affiliated Studies


Biomedical & Physical Functioning: General Health

Height

self
-
report (details
to be obtained)

BAS, CLS, HRS, LBLS, NAS, NORA, NSHD, SWILSO
-
O,
UNCAHS

observation by stadiometer

CCS, NORA

measured by assessor

ALSA, CCS, GENDER, H
-
70, NORA, NSHD, OBAS, OCTO
-
Twin, SATSA, VLS


-

to nearest 0.1cm

ALSA


-

to nearest 0.5cm

NORA

sitting height

NORA

measured by demi
-
span and shoe size

HOPE




Weight

self
-
report (details to be obtained)

BAS, CLS, HRS, LBLS, NAS, NORA, NSHD, SWILSO
-
O,
UNCAHS

observation by scales

CCS, H
-
70, OBAS, OCTO
-
Twin


-

by digital scales

HOPE, VLS

measured by assessor

ALSA, SATSA


-

to nearest .01kg

NSHD

waist circumference

ALSA, EAS, NORA, OCTO
-
Twin, UNCAHS

hip circumference

ALSA, NORA, OCTO
-
Twin, UNCAHS

arm circumference

ALSA

calf/thigh circumference

ALSA, NORA

s
kin
-
fold thickness

ALSA

BMI

BAS, EAS



Self
-
Report Health (overall)

3
-
point scale (bad, reasonable, good)

OCTO
-
Twin, SATSA

4
-
point scale (excellent, good, fair, poor)

CLS, HOPE, NSHD

5
-
point scale (excellent, very good, good, fair, poor)

ALSA, HRS, LSCC, NORA

7
-
point
scale

GENDER

details to be obtained

BAS, BOLSA, CCS, CHS, EAS, H
-
70, ILSE, LASA, NAS,
OBAS, SLS, SWILSO
-
O, UNCAHS, VLS, WLS



Self
-
Report Health (relative to own age)

3
-
point scale (better, same, worse)

CLS, GENDER, OCTO
-
Twin, SATSA

details to be
obtained

ALSA, BAS, BOLSA, CCS, CHS, EAS, ILSE, LASA, LBLS,
NAS, OBAS, SWILSO
-
O, UNCAHS, VLS, WLS





4


Self
-
Report Health (relative to past)

3
-
point scale

ALSA, GENDER


-

relative to 2 yrs ago

HRS, OCTO
-
Twin

5
-
point scale; in last 12 months

NSHD

relative to 6 months ago; scale not specified

CHS

relative to 10 yrs ago; scale not specified

LASA

details to be obtained

BOLSA, EAS, LBLS, NAS, OBAS, SWILSO
-
O, WLS



Conditions / Events

self
-
report (details to be obtained)

ALSA, BAS, CCS, CHS, CLS,
EAS, GENDER, HOPE, HRS,
ILSE, LASA, LBLS, LSCC, NAS, NORA, NSHD, OBAS,
OCTO
-
Twin, SATSA, SWILSO
-
O, UNCAHS, VLS, WLS

medical records reviewed

CCS, BAS, CHS, EAS, H
-
70, HOPE, ILSE, NAS, NSHD,
OCTO
-
Twin, SATSA (on subset), SLS, UNCAHS

physical exam

BOLSA, HOPE, NORA (on subset), OBAS



Number / Type Prescribed Medications

name, dosage, frequency, compliance



-

interviewer sees container

ALSA, GENDER, VLS


-

self
-
report

NAS, NSHD, OCTO
-
Twin

ATC index code for classification

OCTO
-
Twin, VLS

BNF index code for classification

NSHD

medical records

H
-
70, HOPE

general medication use (yes/no)

HRS, NORA

Taking medications related to specific conditions
(diabetes, blood pressure, heart problems, lung
condition, stroke, arthritis, psychiatric
problems)

HRS

self
-
report (details to be obtained)

LBLS, SWILSO
-
O

details to be obtained

BAS, BOLSA, CCS, CHS, EAS, ILSE, LASA,

LSCC, OBAS,
SATSA, SLS, UNCAHS




Number / State of Teeth

self
-
report (details to be obtained)

ALSA. LBLS

dental exam

H
-
70, NAS, SATSA

dental records

OCTO
-
Twin

count number of teeth

HOPE
, NORA


-

if zero, age when last tooth lost

HOPE

have lost all of natural/permanent teeth (yes/no)

HRS

trouble with teeth

NSHD

trouble with gums/mouth

NSHD, UNCAHS

visit

dentist?

SWILSO
-
O, UNCAHS

details to be obtained






5


Parents Longevity

mother/father still alive (yes/no)

HRS, NSHD

age of mother/father now or at time of death

HRS, NSHD,


-

time of death only

NAS, SATSA, UNCAHS

cause of death for
mother/father

NAS, UNCAHS

physical / cognitive health of parents

OCTO
-
Twin

details to be obtained

BAS, BOLSA, CHS, CLS, EAS, GENDE
R, ILSE, LASA, LBLS,
LSCC, OBAS




Age and Cause of Death

age and cause of death (participant)

BAS, CLS, EAS, NSHD


-

age of death only

BOLSA, H
-
70

age and cause of death (siblings)

BAS, EAS

death notification

CCS

National Death Index

CLS, HRS, LBLS

public / national health registers

H
-
70, HOPE, NSHD, SATSA

death certificate

UNCAHS

obituaries / contact with
family

VLS

details to be obtained

ALSA, GENDER, ILSE, LASA, LSCC,
NAS, NORA, OBAS,
OCTO
-
Twin, SLS




Somatic (fatigue)

self
-
report fatigue (details to be obtained)

EAS, GENDER, H
-
70, SWILSO
-
O

severe fatigue or exhaustion (yes/no)

HRS

details to be
obtained

NORA, OBAS, WLS



Somatic (pain)

self
-
report pain (details to be obtained)

EAS, H
-
70, NAS, SWILSO
-
O

3 questions re: frequency, level, interference

CLS

neurological exam
-

below waist measure
s

only

EAS

5 questions re: interfering with
work/activity (yes/no
responses)

HRS

2 questions re: level of pain (3
-
point scale: mild,
moderate, severe)

HRS

type of pain (e.g., back, neck, shoulder, migraine,
sciatica)

OCTO
-
Twin, SATSA, VLS

age of onset

VLS

details to be obtained

BOLSA,

GENDER, ILSE, LASA, NORA, OBAS






6


Biomedical & Physical Functioning: Sensory

Auditory Acuity

audiometric test

ALSA, H
-
70, NSHD, SATSA, VLS, NORA

qualitative assessment by interviewer

BAS, EAS

self
-
report wears hearing aid (yes/no)

GENDER, HRS,
NSHD, OCTO
-
Twin, NORA


-

how often (4
-
point scale; almost always, often,
sometimes, almost never)

HRS

self
-
report rate hearing




-

3 point scale

SWILSO
-
O


-

6 levels

GENDER, OCTO
-
Twin


-

5
-
point scale (excellent, very good, good, fair,
poor)

HRS

self
-
report hearing impairments

NSHD, CLS

self
-
report ear operations

NSHD

self
-
report (details to be obtained)

H
-
70

details to be obtained

BOLSA, C
CS, CHS, ILSE, LASA, NAS, OBAS



Visual Acuity

Snellen Chart (near & distant)

ALSA, BAS, EAS, VLS


-

at 3 meters

CLS

LogMAR visual test

ALSA, NSHD

other vision test

NAS


-

small, med, lg text; 2 attempts

GENDER, OCTO
-
Twin

self
-
report use of vision aid




-

wears eyeglasses

GENDER, HRS, OCTO
-
Twin


-

contact lenses

HRS

self
-
report rate eyesight

GENDER


-

5
-
point scale (excellent, very good, good, fair, poor)

HRS


-

6 level

OCTO
-
Twin


-

3
-
point scale

SWILSO
-
O

self
-
report impairment

CLS

details to be obtained

BOLSA, CHS, ILSE, LASA, OBAS, WLS



Sensation

neurological exam

OBAS


-

vibration

BAS, EAS


-

wrists, knees, ankles

SATSA


-

temperature

BAS, EAS


-

sensory disability / impairment

EAS, SATSA

vibrameter

(lowest vibration threshold: 100 Hz; back
of left hand; second PIP joint; hallux of left foot)

NORA

recognition of common
odo
u
r
s

CCS

Brief Smell Identification Task (SIT) (12 items)

VLS

self
-
report (smell, taste, touch
--

4 levels)

GENDER

self
-
report

(details to be obtained)

LBLS, OCTO
-
Twin

details to be obtained

ALSA, WLS

7


Biomedical & Physical Functioning: Cardiovascular / Pulmonary

Heart Disease / Heart Attack

questions: have (heart insufficiency, angina,
thrombosis)? impact daily life?

OCTO
-
Twin, GENDER

medical records / exam

GENDER, H
-
70, HOPE, NAS, NSHD, UNCAHS, H
-
70

modified cumulative illness rating scale

OBAS

self
-
rated (3
-
point scale)

SWILSO
-
O

9 questions re: heart trouble/attack, BP (yes/no)

HRS

# of attacks requiring
hospitalization

CLS

have had a heart attack / diagnosis

SATSA, BOLSA, OCTO
-
Twin, UNCAHS

details to be obtained

ALSA, BAS, CCS CHS, EAS, ILSE, LBLS, SLS, VLS


Hypertension / Blood Pressure

questions: med to low BP? last taken?

ALSA

questions
: suffer from high BP? medication for it?

CLS, HRS, SATSA

BP measurement




-

2 measure a few min. apart

CLS, NAS (each arm)


-

seated only

EAS (right arm 2x), LBLS (3x, 45
-
60 delay between
readings), NAS, NSHD (2x, 5 min rest), VLS (8x)


-

seated & standing

BAS (4x seated, 2x standing), CHS (2x each, also
supine, 5 min quiet sit prior), GENDER (2x each),
NORA, OCTO
-
Twin


-

seated @ 3, 4, & 5 min; standing @ 45 & 90 sec

ALSA

details to be obtained

BOLSA, CCS, H
-
70, HOPE, HRS, ILSE,
LASA, LSCC, OBAS,
SATSA, SLS



Respi
ra
tory Disease (Pulmonary Function)

lung auscultation

BAS

FEV & FVC (micro medical spirometer)

CLS, H
-
70, HOPE, NORA, NSHD


peak flow measure

EAS, GENDER, HRS, OCTO
-
Twin, VLS

phys
i
cal exam

H
-
70

18 yes/no questions re: breathing/coughing

NORA

5 questions re: respir
a
tory disease

SATSA

details to be obtained

BOLSA, CCS, CHS, LASA, LBLS, NAS, WLS



Cholesterol

triglycerides, lipid levels (HDL, LDL)

ALSA, NSHD, UNCAHS

range of serum analysis (total chol., Apo A
-
1)

SATSA

details to be obtained

BAS, CCS, CHS, EAS, H
-
70, NAS, NORA, OBAS



ECG

EKG & Holter monitors

BAS

12
-
lead procedure

NSHD

details to be obtained

CCS, CHS, H
-
70, NAS, NORA



8



Biomedical & Physical
Functioning: Neurological / Neuropsychological

Motor Control / Speed

tapping test

ALSA, VLS

Purdue Pegboard

BAS

finger agnosia

GENDER, OCTO
-
Twin

details to be obtained

NORA, OBAS



Gait

neurological exam

BAS, EAS

measured/observed by assessor

ALSA, H
-
70, LBLS

measures from gait mat

EAS

indoor/outdoor ratings

GENDER

Oregon Gait and Balance Inventory; Tinetti Gait Scale;
Timed walk

OBAS

7 tasks as perfo
r
mance measure

OCTO
-
Twin

time to walk 3 meters & walk 10 steps heel to toe

SATSA

20'
timed walk

VLS

details to be obtained

CCS, NORA



Balance

measured/observed by assessor

ALSA, LBLS, OCTO
-
Twin

self
-
report of falls

ALSA, H
-
70

neurological exam (retropulsion)

EAS

medical exam

H
-
70

semi
-
tandem stand; side
-
by
-
side stand; full
-
tandem

stand

HRS, SATSA

stand on one foot (eyes open/closed; arms folded; up
to 30 sec)

NSHD

Oregon Gait & Balance Inventory; Tinetti Gait Scale

OBAS

360
o

turn (timed & # of steps)

VLS

details to be obtained

CCS, GENDER, NORA




Other

Neurological / Neuropsychological

draw on paper & tell/set time on large clock

H
-
70, OCTO
-
Twin

Cranial Nerves & Motor Reflexes

BAS, EAS

Hachinski Score (full scale)

BAS, EAS

Unified Parkinson's Disease Rating Scale (UPDRS)

EAS, OBAS

MRI volumetrics

OBAS

Hayling Sentence Completion Test

VLS

Brixton Test

VLS

details to be obtained

EAS





9


Neuropathology

Braak Stage

BAS, EAS

Senile Plaques (counts of
--

in region: temporal,
parietal, hippocampal, parahippocampal)

BAS, EAS

fibrillary tangles

BAS,

EAS

pathology
diagnosis

(primary, secondary, tertiary
)

BAS, EAS



Biomedical & Physical Functioning: C
erebro
vascular / Dementia

Cerebrovascular Disease / Stroke

diagnosis of stroke / medical records

BOLSA, CLS, GENDER, H
-
70, HOPE, HRS, NSHD,
OCTO
-
Twin, SLS, UNCAHS

self
-
report

ALSA, LBLS, LSCC, SATSA


-

severity & laterality

VLS

neurological exam

BAS, EAS

TIA (how many; mo/yr)

CLS

question: impact daily life

GENDER, OCTO
-
Twin

questions re: effects of stroke (e.g., weakness in
arms/legs,

difficulty speaking/swallowing, vision,
medications)

HRS

medical exam (Framingham stroke risk profile)

NAS

Hachinski Scale

OBAS

details to be obtained

CCS, CHS, LASA



Dementia Diagnosis

DSM
-
III

BAS, OCTO
-
Twin

DSM
-
IV

EAS, OBAS

CIE diagnostic
algorithm

CLS

Clinical Dementia Rating

EAS, OBAS

medical records

H
-
70, HOPE

NNDCS_ADRDA criteria

OBAS

details to be obtained

CCS, NAS, SATSA



Dementia Related Questionnaires

The Informant Questionnaire of Cognitive Decline in
the Elderly (26
questions)

ALSA

informant based
--

CERAD, IQ code, Dementia
questionnaire

EAS

potential risk factors examined

H
-
70

Neurob
eh
avio
u
ral Cognitive Status Exam (NBCSE)

OBAS

questions re: Alzheimer's in the family

VLS

details to be obtained

CCS, SATSA





10


Biomedical & Physical Functioning: Skeletal / Musculoskeletal

15 questions re: arthritis (e.g., type, medication,
activity, limitation)

HRS

single question re: broken fractured hip

HRS

persistent/troublesome back pain or problems

HRS

details to be
obtained

ALSA



Biomedic
al & Physical Functioning:

Systemic Illness

Diabetes

self
-
report
of treatment

(diet, oral, insulin)

ALSA, HRS, UNCAHS

diagnosis / medical records

BOLSA, H
-
70, HOPE, HRS, NAS, OCTO
-
Twin, SATSA

n
on
-
fasting blood samples

NSHD

question: impact daily life?

OCTO
-
Twin

date of onset

UNCAHS, VLS

type

UNCAHS, VLS

details to be obtained

BAS, CCS, CHS, CLS, EAS, GENDER, ILSE, LASA, LBLS,
LSCC, OBAS, WLS

Cancer

diagnosis / medical records

ALSA, BOLSA, CLS, H
-
70, HOPE, HRS, NSHD,
OCTO
-
Twin, SATSA, UNCAHS

type

ALSA, HRS, NSHD, OCTO
-
Twin, UNCAHS, VLS

date of onset

ALSA, HRS, UNCAHS, VLS

hospitalized

ALSA

treatment

(receiving / type)

HRS, UNCAHS

siblings have cancer

OCTO
-
Twin

details to be obtained

BAS, CCS, EAS, GENDER, ILSE,
LBLS, LSCC, NAS, OBAS,
SLS, WLS



Other Systemic Illness

kidney function

HRS

gastrointestinal / nutritional

HRS



Other Bio
-
Assay

DNA extraction

EAS, OBAS, NSHD


ApoE (details to be obtained)

ALSA, CCS, EAS, LASA, LSCC, OBAS, SATSA, SLS


-

buccal swab / saliva sample

CLS, VLS


-

blood sample

HRS

COMT, BDNF

EAS, VLS

LRRK2, IL
-
6, AdipoQ, CETP

EAS

blood draw (details to be obtained)

BAS, BOLSA, CCS, CHS, EAS, GENDER, H
-
70, HRS, ILSE,
LASA, NAS, OBAS, OCTO
-
Twin, SATSA, SLS


-

venepuncture; finger prick

ALSA,


-

non
-
fasting

NORA


-

lipid levels, HbA1c, red cell folate, plasma folate,
plasma B12, plasma ferritin

NSHD

saliva sample (details to be obtained)

HRS

post
-
mortem tissue & diagnosis

OBAS



11


Biomedical &

Physical Functioning: Health Behavio
u
rs

Drug Use

cannabis, barbiturates, LSD, amphetamines, heroin,
cocaine

NSHD

ATC codes

OCTO
-
Twin

sleeping pills

SWILSO
-
O

prescription and non
-
prescription medications

VLS

details to be obtained

ALSA, BA
S, EAS,
H
-
70, ILSE, LBLS, OBAS



Alcohol Consumption

Michigan Alcohol Screening Test (MAST)

CLS

type, how often, how much

GENDER, HRS, NSHD, OCTO
-
Twin, SATSA, UNCAHS,
VLS

CAGE assessment tool

HRS, NSHD, UNCAHS

details to be obtained

ALSA, BAS, BOLSA, CCS,
CHS, EAS, H
-
70, ILSE, LASA,
LBLS, LSCC, NAS, NORA, OBAS, SWILSO
-
O, WLS



Tobacco Use

currently use, ever used, age stopped/started, type,
frequency

CLS, GENDER, HRS, NORA, NSHD, OCTO
-
Twin, SATSA,
UNCAHS, VLS

details to be obtained

ALSA, BAS, BOLSA,
CCS, CHS, EAS, H
-
70, ILSE, LASA,
LBLS, LSCC, NAS, OBAS, SWILSO
-
O, WLS



Diet

how often during the last 3 months did you
eat/drink... (e.g., meets, breads, dairy, fruit, etc.)

HRS

Willet Food Frequency Questionnaire (FFQ)

NAS, UNCAHS

25 questions
(details to be obtained)

NORA

5
-
day diet diaries

NSHD

Diet Habit Survey

OBAS

times/meals per day; detailed food habits info

SATSA

details to be obtained

CCS, CHS, GENDER, H
-
70, ILSE, LASA, LBLS, SLS



Exercise

exercise & activity level

ALSA


-

7
-
point scale

SATSA


-

5
-
point scale

SWILSO
-
O

activities questionnaire

BAS, EAS

physical activity (5
-
point scale)

CLS

walking (5 levels)

GENDER, OCTO
-
Twin

frequency, intensity, type, range of activities

HRS, ILSE, NSHD, UNCAHS

performance
measures (e.g., strength, coordination,
flexibility, endurance)

ILSE

Physical Activity Scale for the Elderly

LBLS

Activities Lifestyle Questionnaire

VLS

details to be obtained

CCS, CHS, H
-
70, LSCC, NORA, OBAS, SLS, WLS



12


Sleep

hours per night

LBLS

6 questions re: falling asleep, waking, medications,
feeling rested

HRS

details to be obtained

ALSA




Biomedical & Physical Functioning: Functional Autonomy

Activities of Daily Living (ADL) / Instrumental ADL (IADL)

Lawton
-
Brody Questionnaire

BAS,
EAS

dependence level for I/ADLs (e.g., transport, walking,
out of bed/chair, dressing, showering, foot care,
toileting)

CLS, HRS, NSHD

Townsend 9
-
point scale (also current driver or not)

HOPE

stairs, toenails, transport

LASA

OARS methodology adaptation

OBAS

14 questions re: I/ADLs (e.g., go out of walking
distance, prepare meals, do housework)

SATSA

self
-
report (3
-
point scale)

SWILSO
-
O

details to be obtained

ALSA, CCS, GENDER, H
-
70, ILSE, NORA, LSCC, OCTO
-
Twin, VLS



Hobbies

activities
questionnaire

BAS, EAS

frequency/type

HRS, SATSA


-

5 point scale

CLS

reading, x
-
word, puzzles, educational meetings

GENDER

Life Complexity Scale

LBLS

22 questions re: lifelong/current (6
-
level response)

NORA

constructive, musical, creative,
artistic activities

NSHD

Activities Lifestyle Questionnaire

VLS

details to be obtained

CCS, H
-
70, ILSE, LSCC, NAS, OBAS, SWILSO
-
O



Home Help

aides; meals
-
on
-
wheels

BAS, EAS

professional care in last 12 months

HRS

family/friend; duration of care

SATSA

details to be obtained

GENDER, H
-
70, ILSE, NORA, OCTO
-
Twin,





13


Mobility / Strength

dynamometer



-

dominant hand

ALSA


-

2 measures in dominant hand

HOPE


-

2 measures each hand

CLS, HRS, SATSA, VLS


-

3 measures each hand

NSHD,
OCTO
-
Twin


-

maximum effect; 75 & 50% of max

EAS

vigorimeter

H
-
70

arm flexion (details to be obtained)

BAS, CHS, EAS, NORA
,

OBAS


-

raise glass

GENDER


-

arms above shoulder level

HRS

knee extension (details to be obtained)

BAS, EAS, NORA,
OBAS


-

stand from chair w/arms folder (6x)

GENDER


-

patellar reflex

SATSA

details to be obtained

CHS, GENDE
R, ILSE, LBLS, NAS



Cognitive Functioning: Crystallized Knowledge

Comprehension

HAWIE (German version of WAIS)

BOLSA

WAIS
-
R

OBAS

6
stories presented one at a time

VLS



Information

WAIS

BAS


-

Swedish version (part 1 & 2)

OCTO
-
Twin


-

Swedish version (Forms A & B) 20sec/question

SATSA


-

German version (HAWIE)

BOLSA

WAIS III

EAS

fact recall (40 items)

VLS

details to be

obtained

ILSE



Similarities

WAIS

BAS

WAIS
-
R

OBAS


-

apple
-
banana, boat
-
car, egg
-
seed

ALSA, CLS


-

orange
-
banana, table
-
chair, eye
-
ear, egg
-
seed,
air
-
water, fly
-
tree, praise
-
punishment

HRS

WAIS III

EAS

Gemeinsamkeiten Finden (Similarities)

BOLSA

Heim AH41

CCS, LSCC

analogies (27 items)

SATSA

details to be obtained

ILSE, WLS





14


Synonyms

WAIS

GENDER, OCTO
-
Twin


-

choose synonym from 5 choices

H
-
70


-

A & B forms, 15 items each, 3.5 min/form

SATSA


-

German version (HAWIE)

BOLSA

SRA PMA verbal meaning, 4
-
choice synonym test,
speeded

SLS



Vocabulary

WAIS

BAS

WAIS
-
R

NAS, OBAS


-

item subset only

ALSA


-

3 items only (repair, terminate, compassion)

CLS


-

5 items (repair/conceal, fabric/enormous,
domestic/perimeter, remorse/compassion,
plagiarize/audacious)

HRS

WAIS: Mill Hill (35 words; Mill Hill parallel
forms at
alternate occasions)

LSCC

Groningen

Intelligence Test (20 items: select synonym
from 5 alternatives)

LASA

Factor
-
Referenced Cognitive Tests (Advanced
Vocabulary I & II; 18 items each, 4 choices)

LBLS

Educational Testing Service (54 items: match

the word
which has a similar meaning)

VLS

NART

ALSA, CCS, CLS, HOPE, NSHD



Cognitive Functioning: Fluid Reasoning

and Executive Function

Arithmetic

HAWIE

BOLSA

Numeracy (15 items)

HRS

SRA PMA Number (whether simple sums of 4
numbers correct)

SLS



WAIS Block Design

WAIS

BAS, GENDER, OCTO
-
Twin, H
-
70

WAIS
-
R

OBAS

WAIS III

EAS

HAWIE

BOLSA, ILSE



Series

STAMAT Word & Letter Series (30 items each test)

LBLS

SRA PMA Reasoning

SLS

Letter Series (ETS 2: 15 questions); Letter Series (ETS
3:
20 questions); Stem Completion (implicit memory:
complete the 3
-
letter prefix)

VLS



15


Matrices

Ravens

BAS


-

colo
u
red progressive matrices

BOLSA


-

abbreviated by 1/3

LASA


-

standard progressive matrices

HOPE


-

5
-
minute limit

NORA

Heim AH41

CCS

figure logic

H
-
70, SATSA


-

identify 1 figure from 5 that are different

OCTO
-
Twin

figure rotation

GENDER

Cattell Culture Fair Test, AH41

LSCC

WAIS III Matrix Reasoning

OBAS



Rotation

STAMAT (Figure/Object Rotation: 20 items each test)

LBLS

VMI/Paper
-
folding

NAS

card rotation (Forms A & B: 14 items each; report if
each of 4 items is a rotated image of a target design)

SATSA

SRA PMA Spatial Orientation (which of 6 drawings
represents model; 20 items; 5
-
min time limit)

SLS

Comprehensive Ability Battery
-
Spa
t
ial Rotation
(CAB
-
S) (72 items; timed at 4.5 minutes)

VLS



General Aptitude Test Battery

Henmon
-
Nelson Test

WLS

details to be obtained

NAS



Other

Fluid Reasoning

Test of Cognitive Abilities (35 items)

LBLS

object assembly

BAS, BOLSA

picture arrangement

BOLSA

picture completion

BOLSA, ILSE, OBAS



Stroop

St
r
oop (Golden, 1978)

EAS

Stroop
-

3 cards
--

each item on the card is colo
u
red

blue, red, yellow, or green
--

subject names colo
u
rs as
quickly as possible

VLS

details to be obtained

OBAS


Trails Task

subject must connect the numbered dots as quickly as
possible without lifting their pencil from the page

VLS

Trails A & B

EAS



16


Cognitive Functioning: Speed

Figure Identification

Figure Classification (match item among 5 choices)

H
-
70

Figure Comparison (3 30
-
second subsets: 3
-
, 6
-
, & 9
-
element items)

LBLS

PSIF Perceptual Speed Test

OCTO
-
Twin
,

GENDER

Dureman
-
Salde

Battery (Forms A & B: 30 items each;
2 minutes per form; decide which of 5 figures is
identical to a target figure)

SATSA



Substitution Coding Tasks

WAIS DSS

ALSA, BAS, NORA


-

2 parts; 90 seconds each part

VLS

WAIS III DSS

EAS

WAIS
-
R Digit
Symbol

OBAS

HAWIE DSS

BOLSA

Symbol Digit Modalities Test (Symbol
-
Letter
Modalities: using letters instead of numbers)

CLS

Alphabet Coding

LASA, LSCC

WMS
-
III Letter
-
Number Sequencing

OBAS

Symbol Digit (reversed order 45
-
seconds x 2)

OCTO
-
Twin

Symbol

Digit (10 groups of 10 items; 45
-
seconds
per group; verbally report the digits that
correspond with symbols)

SATSA

details to be obtained

CHS, ILSE



Reaction Time

Simple Visual RT

EAS, NORA


-

20 Trials

CLS, NORA

Choice Visual RT

BOLSA, EAS


-

4 choices

CCS


-

20 Trials

CLS

Choice Auditory RT

BOLSA, NORA


-

20 trials

CLS

Simple Auditory RT

NORA


-

20 Trials

CLS

Simple & Choice (Auditory/Visual not specified)

OBAS

Semantic Verification (50 sentences; plausible vs.
Implausible); Lexical Decision (60 words; plausible
vs. Implausible); Simple RT (50 items); Choice RT (6
blocks of trials
; 2 practice & 10 test trials/
block)

VLS



Number Copy Task

Figure Copy Task

BAS

RBANS (complex figure copy subset, clock drawing)

EAS

Number Tracking

VLS

17




Identical Pictures

NES
-
2 Pattern Comparison

NAS

ETS (2 parts; timed at 90 seconds each)

VLS

5
-
choice; 50 items; 1.5 minutes

SLS



Number Comparison

Number Comparison

SLS

ETS (2 parts; 90 seconds each)

VLS

3 30
-
second
subsets; 3
-
, 6
-
, & 9
-
element items;
also letter comparison

LBLS



Finding As, Is, and Os

Crossing off test

OBAS

Finding As

SLS

Cross
-
out

SWILSO
-
O

g
rid of 600 letters (30 columns, 20 rows); in 1 minute,
cross out Ps & Ws

NSHD

details to be obtained

LSCC



Cognitive Functioning: Memory

Word List Free Recall

CERAD

NAS, OBAS


-

3 presentations

GENDER

Selective Reminding Test




-

short form: 10 animals, 10 clothing

H
-
70


-

6 trials: 12 unrelated words; reminded of those
not recalled in immediately preceding trial

EAS

WAIS
-
R




-

20 word list

HRS


-

10 word list

HRS

HAWIE

ILSE

15 word test (abbreviated
--

3 trials)

LASA

immediate recall of 10 items

LBLS

Cumulative Verbal

Learning (15 3
-
syllable no
uns
presented 4 times in random

order)

LSCC

free recall (30 3
-
syllable nouns presented verbally
once)

LSCC

15 words: immediate recall, short delay, later in
interview

NSHD

10 words; 2 seconds each

SATSA

20
words studied for 3.5 min; then 3.5 min to
recall

SLS

in 2 minutes, study 6 categories of 5 words; 2
lists/wave, 6 lists are rotated

VLS

factory, toothbrush, history, policeman

ALSA


18


Delayed Word List Free Recall

CERAD

OBAS, NAS


-

5 min delay

GENDER

WAIS
-
R (10 items)

HRS, LBLS

HAWIE

ILSE

recall




-

5 min delay

SATSA


-

1 hour delay

SLS

details to be obtained

H
-
70, LSCC, NSHD



Incidental Memory

BNT Immediate Recall

ALSA

Brayne & Huppert (food stuffs recalled)

CCS

WAIS
Similarities (words recalled)

HRS

Alphabet Code Recall

LSCC



Recognition

CAMCOG (face & object recognition & recall)

CCS

CMHR: word recognition (12 targets in 24 trials); face
recognition (10 targets in 15 trials)

CLS

Thurstone Picture Memory

GENDER, H
-
70, OCTO
-
Twin


-

28 drawings of common items (truck, table); each
item shown for 5 seconds

SATSA

rare word definition recognition (20 concrete, high
-
frequency nouns studied for 3 min
utes
, recalled after
20 min
utes
; defining 9 unfamiliar words

from context
of text)

LBLS

CERAD Word List

OBAS

WMS
-
III Face Recognition

OBAS

Benton Facial Recognition Test: short version
(stimulus & multiple choice pictures)

VLS

Rey Auditory Verbal Learning (15 nouns read aloud for
5 trials
--

recall as many
as possible in each trial;
second list of 15 nouns is read only once
--

recall as
many as possible)

VLS


Category Cued Recall Test

factory, toothbrush, history, policeman

ALSA

cued recall of 32 items

LBLS

free & cued

EAS

VLS version

VLS

details to be

obtained

BAS







19


E
veryday Memory

Rivermead Behavio
u
ral Test

CCS

ask respondent to remind interviewer of task to
complete in 5 minutes

HRS

4 items

LASA

Did participant remember instructions to seal
envelope &

write initials on back without prompting?

NSHD

Memory
-
in
-
Reality (naming, recall, recognition)

H
-
70, OCTO
-
Twin, SATSA



Prose Recall

WMS
-
R Logical Memory Test

EAS


-

form 1

NORA


-

form 1 & 2

OBAS


-

2 forms scored immediate recall &

after 20
-
min
delay

HOPE

Swedish Test/Story

H
-
70

Rivermead Behavio
u
ral Test

CCS

essay (prose)
-

227
-
word essay w/104 idea units

LBLS

essay (text)
-

two 210
-
word essays w/93 idea units

LBLS

syntax memory (4 easy/4 hard sentence recall)

LBLS

recall name and address

NSHD

Swedish Story and gist

OCTO
-
Twin

story recall (4 minutes to read the story; 10 minutes
to recall as much as possible; 2 stories per wave; 6
stories are rotated)

VLS


WAIS Digit Span Forward / Backward



WAIS Digit Span
Backward

BAS, H
-
70, ILSE, NAS, NORA, OCTO
-
Twin

WAIS
-
R

OBAS

WAIS III

EAS

HAWIE

BOLSA

CVB Scales Digit Span (9 forward; 8 backward
--

given
2 different strings of digits for each length span)

SATSA



Other Working Memory

Reading Span (subject is
asked to answer questions
about simple sentences that are orally presented
while simultaneously trying to remember the final
word of each sentence

VLS

Computation Span (subject is asked to solve
mathematical problems that are orally presented
while
simultaneously trying to remember the final
number in each of the problems

VLS

Sentence

span (8 sets of subject
-
verb
-
object
sentences in 2
-

or 3
-
sentence sets)

LBLS

20



Coin Test

Brief Test

OCTO
-
Twin

details to be obtained

H
-
70, SATSA



Cognitive
Functioning: Me
ntal Status Exams

Mental Status Exams

Folstein (MMSE)

CHS
,

H
-
70, LASA
,

NAS, OBAS, OCTO
-
Twin, VLS
,

SATSA


-

WORLD backwards

HOPE


-

serial 7s, WORLD backwards, suburb (alt. Town),
West street, Kensington

ALSA


-

day, date, month, year, season, country, town,
state, location of residence, floor of building, WORLD
backwards, apple/table/penny (imm & del), name
pencil & watch, "no ifs, ands, or buts", 3
-
stage
command, close eyes, write sentence, copy designs

CLS

CAMCOG (includes all MMSE items)

CCS

Blessed Orientation Memory Concentration Test

OBAS
,

BAS, EAS

TICS:

month, day, year, day of week, count back from
20, cut paper with scissors, cactus, vice & president's
names, serial 7s

LBLS,
HRS


Cognitive
Functioning: Fluency

Verbal Fluency (Category)

Fruits (in 2 minutes)

SWILSO
-
O

Animals (in 30 seconds)

CLS

Animal, vegetable, fruit (1 min trials)

EAS, OBAS

Animals, vegetable, fruit, flowers, names (60s trials)

BAS

Opposites (4 words; asked to write
opposites of each)

VLS

Controlled association (4 words; asked to write
opposites of each)

VLS

Figures of speech (asked to think of words or phrases
which could be used in making figures of speech
which compare one object with another)

VLS

details to be
obtained

NAS

use of common objects: bottle, paperclip (include
error breaks & perseverations)

ALSA


FAS

60 second time limit

EAS

SRA PMA word fluency (for 5 minutes)




-

letter F only

LBLS


-

letter S only

SLS

K/S

NORA

details to be obtained

ALSA





21


Boston Naming Test

Boston Naming Test 60 point

OBAS

CERAD (15 items)

NAS, OBAS

BNT 30 point

OBAS

15 items

EAS

details to be obtained

ALSA


Cognitive Functioning: Self
-
rated Cognition
and Memory

CERAD questionnaire

EAS

MOS cognitive functioning measure (6 items)

NAS

Metamemory in Adulthood (MIA)
--

108 items

VLS

difficulties in thinking and reasoning, finding words,
know what objects are used for

CLS

remembering recent events, where belongings are
kept,
conversations, appointments, names of objects,
m
emory changes from earlier life

CLS

Memory functioning questionnaire (65 items & 4
factors)

LBLS

10
metamemory
questions

HRS

Rate memory




-

excellent
-

poor

UNCAHS


-

4
-
point scale

SWILSO
-
O


-

5
-
point scale (excellent, very good, good, fair,
poor)

HRS


-

7
-
point scale

GENDER

3 questions

SATSA

Memory Scales: change & commitment

VLS

Memory Strategy Scales: external, internal, effor
t
,
time, recruitment

VLS

META 1
-
9, A
-
C

NORA


details to be obtained

ALSA,
BAS, H
-
70,
ILSE, LASA
, NSHD,
OBAS, OCTO
-
Twin,

SLS








22


Psychosocial: Mental Health

Psychiatric Diagnosis

single question re: diagnosis of emotional, nervous, or
psychiatric problems

HRS


Self
-
Esteem

Rosenberg

UNCAHS


-

self
-
completed, 10
-
item interview

ALSA


-

separate variables for positive & negative items

HOPE

MIA Self
-
efficacy (self
-
report)

VLS

Assessing Self
-
esteem in the Elderly

CCS

details to be obtained

BOLSA, LASA, LSCC



Mood / Depression

CES
-
D

ALSA, GENDER, LASA, NAS, NORA, OCTO
-
Twin, SATSA,
UNCAHS


-

8 items (re: last 7 days; yes/no)

HRS


-

10 items

OBAS


-

20 items (re: last 7 days)

VLS

Goldberg Depression Scale (9 items; yes/no)

CLS

General Health Questionnaire (GHQ) (28 items)

CCS, NSHD

Hospital Anxiety and Depression Scale (HADS)

CCS

Positive and Negative Affect Schedule (PANAS)

CCS

Geriatric Depression Scale (GDS)

LSCC, OBAS


-

30 items; 2
-
alternative forced choice

LBLS

NACC UDS Geriatric Depression Scale

OBAS

Patient
Health Questionnaire (PHQ
-

9 items)

EAS, UNCAHS

Composite International Diagnostic Scale (CIDI)
-

11
items

HRS

Zung Self
-
rating Depression Scale

BAS, ILSE

Beck Depression Scale

LSCC

Cornell Depression Scale

OBAS

Oars Mental Health Scale

SATSA

Wang's Depressive Symptoms Scale (13 items)

SWILSO
-
O

Primary Care Evaluation of Mental Disorders (PRIME
-
MD)

UNCAHS

Structured Clinical Interview for DSM Disorders (SCID)

ILSE

Meta
-
motion scale (4 items)

LASA

Present State Examination (PSE)

NSHD

Psychiatric Symptom Frequency (PSF)

NSHD

post
-
natal depression

NSHD

interview rated mood

ILSE

details to be obtained

BOLSA, CHS, H
-
70, WLS





23


Anxiety / Agitation

Hospital Anxiety and Depression Scale (HADS)

CCS


-

7
-
item scale

LASA

Goldberg
Anxiety Scale (9 items; yes/no)

CLS

Beck Anxiety Scale

EAS

Structured Clinical Interview for DSM Disorders (SCID)

ILSE

Brief Symptom Inventory

NAS

Present State Examination (PSE)

NSHD

Neuropsychiatric Inventory (NPI) & NPI
-
Q

OBAS

Spi
e
lberger

WLS

State Trait Personality Inventory (STPI)




-

state anxiety subscale with 5
-
point format

SATSA

as an illness; to depression; medication & PTSD

UNCAHS

Tester rated, single item

GENDER



Psychosocial: Personality

Eysenck Personality Scales

Eysenck

Personality Inventory (EPI)

OCTO
-
Twin


-

form A

NAS


-

9 items neurotic; 9 items extroverted

SATSA

EPI
-
Q

NAS

Maudsley Personality Inventory (short version)

NSHD

details to be obtained

CLS, GENDER, H
-
70, LSCC, WLS



NEO Personality Scales

NEO
Personality Scales



-
71 items

VLS


-

NEO
-
PI
-
R

LBLS


-

NEO
-
PI; PI
-
R

UNCAHS


-

IPIP version of the NEO

EAS


-

agreeableness (10 items); conscientiousness (10
items); openness (25 items)

SATSA

Transparent Bipolar Inventory

CLS

details to be
obtained

ILSE, SLS, WLS





24


Disposition

Jenkins Activity Scale

NAS

Cook
-
Medly Hostility Scale

SATSA, UNCAHS

Framingham Type A Scale

CCS


-

10 items

SATSA

Bortner Scale (6 items)

SATSA

Riegel Questionnaire on Rigidity

BOLSA

paranoid hostility
(10 items)

SATSA

cynicism (9 items)

SATSA

lack of assertiveness (10 items)

SATSA

emotionality, fear, anger, active, sociable (4 items
each category)

SATSA

optimism/pessimism (4 positive & 4 negative items)

SATSA

details to be obtained

SLS



Other
Personality

General Self
-
efficacy Scale

CCS

Goldberg 5
-
factor

NAS

16PF

NAS

MMPI

NAS, UNCAHS,

Karolinska Scales of Personality (10 items impulsivity;
10 items sensation seeker)

SATSA

list of 12 des
c
riptive words (participant rates self on
10 point
scale as to how well the words describe their
personality: very inaccurate to very accurate)

HRS

self
-
perceptions of stability and change

UNCAHS

details to be obtained

GENDER, LASA, NORA



Psychosocial: Interpersonal Functioning

Social (including
family) Networks

EPESE

ALSA

ISSI
-

short form

CLS

quantity

OCTO
-
Twin

Life complexity scale

LBLS

Hendersen's Interview Schedule for Social Interaction

SATSA

MOOS Family Environment Scales
-

Childhood &
Current: 40 items each (5 on 8 scales; 5
-
point
rating)

SATSA

Interpersonal Support Evaluation (ISEL)

UNCAHS

cohabitation, status of spouse (age, health,
employment), siblings, children, significant others

HOPE

17 questions re: social relationships (e.g., can you
open up to family/friends, do they
make demands of
you, do they help)

HRS

questions re: range of social activities & time spent
with family & friends

NSHD

details to be obtained

BAS, BOLSA, CHS, EAS, H
-
70, ILSE, LASA, LSCC, NORA,
SLS, SWILSO
-
O, WLS



25


Social Support / Informal Help

Close Persons Questionnaire

CCS

ISSI
-

short form

CLS

s
ingle question re: family/friend contact during
previous week

HOPE

s
ingle question re: count on family/friends to
help/support (response is 5
-
point scale
---

strongly
disagree to strongly agree)

HRS

s
ingle question re: who helps care for your diabetes?
(response offers 5 choices: spouse, other family,
friends, paid helper, nobody)

HRS

social survey, health & social survey

NAS

q
uestions asked re: friends, neighbo
u
rs who can be
called upon to help &

details of people who provide
participant with emotional support

NSHD

VLS
-
Activities Lifestyle Questionnaire

VLS

details to be obtained

ALSA, BAS, CHS, EAS, GENDER, H
-
70, ILSE, LASA,
NORA, OB
AS, OCTO
-
Twin, SWILSO
-
O, UNCAHS




Loneliness

current &
past feelings of loneliness (4 levels)

GENDER, OCTO
-
Twin

5
-
point loneliness scale

HOPE

Able to discuss problems (yes/no)

HOPE

4 questions re: feelings about companionship; each
response coded with 3
-
point scale (hardly ever, some
of the time, often)

HRS

11 items re: loneliness

LASA

s
ingle question re: loneliness

SATSA


-

response on 4
-
point scale

SWILSO
-
O

details to be obtained

BAS, EAS, H
-
70, NORA,



Psychosocial: Personal Control

General Locus of Control

Attitudes & Views

ALSA

Behavio
u
r Scale
-

locus of control

CLS

survey

GENDER

5 questions/statements (responses include yes/no; 3
-
point scale; 4
-
point scale)

HRS

Rotter Version

OCTO
-
Twin

luck, responsibility, life direction (4 items for each
category)

SATSA

Pearlin

Self Mastery Scale

SWILSO
-
O

details to be obtained

H
-
70, ILSE, LSCC





26


Health Locus of Control

Health Locus of Control Scales

ALSA

survey

GENDER

single question re: control of health (response is 10
-
point scale
---

"no control at all" to "very much

control")

HRS

Wallston & Wallston MHLC
-

Form A

OCTO
-
Twin



Memory / Cognitive Control

WMS
-
III Mental Control

OBAS

MIA
--

Memory Control Scale

VLS

details to be obtained

LSCC



Psychosocial: Life Satisfaction

Satisfaction Scales

Satisfaction with Life Scale

CCS, UNCAHS

CMHR (20 items rated on 4
-
point scale)

CLS

5 questions re: life satisfaction (responses include
yes/no; different scales)

HRS

personal questionnaire

LBLS

Neugarten/Liang version

NAS

3

4
-
level items

NORA

LSI
-
Z

OCTO
-
Twin

life satisfaction score; 13 items rated on 5
-
point scale

SATSA

single question; 4
-
point scale

SWILSO
-
O

ma
r
ital satisfaction

LBLS

details to be obtained

BOLSA, GENDER, NSHD, SLS



Morale

Philadelphia Geriatric Center Morale Scale

ALSA

1 item on self
-
esteem scale

LASA

Bradburn Affect Balance Scale (12 items, well
-
being)

VLS

details to be obtained

ILSE, NAS



Self
-
rated Emotional Health

Global Well
-
being (2 items)

LASA

single questions (response rated on 5
-
point scale)

HRS

details to be obtained

GENDER, NAS



Quality of Life

15 questions re: quality of life (responses rated on a
variety of scales)

HRS

details to be obtained

ALSA, CHS, EAS





27


Psychosocial: Stress / Life Events

Life Events

EPESE

ALSA

Daily
Inventory of Stressful Events

EAS

Tennant & Andrews (adapted)

LASA

summary of 3 events from past 10 years;
autobiographical paragraph; write about
person/event of significant impact

LBLS

Elders Life Stress Inventory (ELSI)

NAS

questioned about
multiple events (e.g., divorce,
illness, death, burglary, work/family crisis)

NSHD

Social Readjustment Rating Scale (modified version)

SATSA

single open
-
end question

SWILSO
-
O

job strain at work / home

UNCAHS

details to be obtained

BAS, CHS, ILSE, LSCC



Perceived Stress

Reye's Scale

BAS

PANAS

EAS

survey (when working & now)

GENDER

per
ception of local nuisances (e.g.
, vandalism, litter,
fumes, assault, burglaries, youth gathering
threateningly)

HOPE

health, social, financial, occupational domains

ILSE

humo
u
r as coping strategy (5 items)

LASA

single item (4
-
level)

NORA

details to be obtained

BOLSA, LSCC, NAS




Illness / Disability Relative to Job

survey

GENDER

single question (yes/no)

HRS

physical health section of PDS
(instrumental/functional health)

VLS

details to be obtained

NSHD



Life Complexity

distance (measured in miles
-

objective) (estimated by
participant
-

self
-
perceived) to nearest GP, surgery,
Dentist, Post Office, public phone, sports facility park,
grocer, laundry, public house, bank.

HOPE

40 items on physical & social environment;
pa
r
ticipation in various activities

LBLS





28


Demographics

education (details to be obtained)

ALSA, BAS, BOLSA, CCS, CHS, EAS, GENDER, H
-
70, ILSE,
LASA, LBLS, LSCC, NAS, NORA, OBAS, OCTO
-
Twin, SLS,
VLS, WLS


-

years

CLS, HOPE, HRS, UNCAHS


-

highest level complete

CLS, HRS, NSHD, SATSA


-

degree(s) received

HRS, SATSA, SWILSO
-
O


-

vocational training

HRS, SATSA


-

age at leaving school

NSHD

occupation (details to be obtained)

ALSA, BAS, BOLSA, CHS, EAS, GENDER, H
-
70, ILSE,
LASA, LSCC, NAS, OBAS, SLS, SWILSO
-
O, VLS, WLS


-

main lifetime respondent / spouse

CLS, NSHD,
SATSA


-

standard occupation classification; major/minor

HOPE


-

type / responsibilities

HRS, SATSA


-

retirement age

NORA


-

SEI classification; SCB

OCTO
-
Twin


-

census codes

UNCAHS


-

employment status (employed, unemployed,
retired)

CCS, HRS, LBLS, UNCAHS



income (details to be obtained)

BAS, BOLSA, CHS, EAS, GENDER, H
-
70, ILSE, LASA,
LBLS, NAS, NORA, NSHD, SWILSO
-
O, WLS


-

current

ALSA, OCTO
-
Twin


-

assets (e.g., real estate, stocks, cds)

HRS


-

not wages (e.g., pension, unemployment)

HRS


-

spouse

HRS


-

is it sufficient to meet needs

NSHD, UNCAHS


-

family of origin

OCTO
-
Twin



socio
-
economic status (details to be obtained)

ALSA, BAS, BOLSA, EAS, GENDER, H
-
70, ILSE, LASA,
LSCC,
NAS, NSHD, OBAS, SLS, SWILSO
-
O


-

accommodation/dwelling type

HOPE, SATSA


-

social class / classification

CCS, OCTO
-
Twin


-

property (e.g., land, auto)

HOPE, HRS, SATSA


-

job status

CLS, NSHD, SATSA, VLS



living arrangement (details to be
obtained)

ALSA, BAS, BOLSA, CCS, CHS, EAS, GENDER, H
-
70, ILSE,
LASA, LBLS, LSCC, NAS, NORA, OBAS, OCTO
-
Twin, SLS,
SWILSO
-
O, VLS, WLS


-

marital status

CLS, HRS, NSHD, SATSA


-

dwelling type

CLS


-

dwelling am
enities (e.g., phone, heating)

HOPE


-

dwelling conditions (e.g., cold, noise)

HOPE


-

children / others live with respondent

HRS, NSHD