A Short Introduction to the German Socioeconomic Panel Study - PowerPoint PPT Presentation

A Short Introduction to the German Socioeconomic Panel Study

Overview 1 . What isthe SOEP 1a Topics Covered by the SOEP 1b Survey M ethodology and Instruments 1c Sample Development 2. Data Structure 2a Datasets 2b Variable Names and M issings 2c Identifyers and Pointers 2d PPFAD and HPFAD – two important datasets 3. Weighting Strategy 4. Documentation, Online S upport and Paneldata.org 5. Data Access 2 Titel und Untertitel Name + Datum (über Kopf- und Fußleiste einstellen)

Part 1 : What isthe SOEP Part 2: What is the SOEP Titel und Untertitel 3 Name + Datum (über Kopf- und Fußleiste einstellen)

1 The German Socio-economic Panel Study (GSOEP)? Was ist das SOEP? SOEP Core – M ain study • Since 1984 • 18 partial samples 4

1 Basic information on SOEPcore Household Panel Study : Representative annual panel survey of private households in Germany • Since 1984 • In 2018 about 15.000 households • Individual information on all individuals living in the sampled household • Information for up to three generations due to geneological design • Life-Course perspective with a focus on well-being • Theory-based multidisciplinary mix of subjective and objective data on households, individuals and families. • Local context indicators allow for regional comparison (available only at selected on-site research data centers) • Aim: Provision of micro-data for research in social and behavioral sciences as well as economics for universities and independent research centers in Germany and abroad Wagner, Frick & Schupp (2007): 5 The German socio-economic panel study (SOEP). Scope, evolution and enhancements. Schmollers Jahrbuch: Zeitschrift für Wirtschafts- und Sozialwissenschaften ; journal of applied social science studies 127:139-169.

1 Information gathered in SOEP Households Household Panel Study with information on individuals within the households • Information on the household is gathered from the household head • Personal interviews with all adult household members (since 1984) • Since 2001: All individuals age 17 with retrospective questions on youth • Since 2014: Personal interviews with children living the household aged 11-12 • Since 2016: Personal interviews with children living in the household aged 13-14 • Proxy information for younger children living in the household • Proxy information on individuals who dropped out of the survey due to death or moving abroad 6

1 Composition of SOEP Core Total Population: Private Householdsin Germany Original Special Refreshment Sample Samples Samples (West (1 984), former (Immigration, (Refreshments) East (1 990)) Family Type) Demographic Inflows (births, marriages, adoptions, in-movers, out-movers) ActivePanel Attritors Moving Abroad Deaths (Refusals, 7 Titel und Untertitel Name + Datum (über Kopf- und Fußleiste einstellen)

1 Sample Development (Individuals) by Subsamples 35000 M4 201 6 Refugee/family SOEP-Core (201 3-201 5) M3 201 6 Refugee (201 3- 201 5) M2 201 5 Migration (2009- 30000 201 3) M1 201 3 Migration (1 995- 201 1 ) L3 201 1 Family Type (Single-Parent 25000 L2 201 0 Family Type (Low-Income) L1 201 0 Birth Cohort (2007-201 0) K 201 2 Refreshment 20000 J 201 1 Refreshment I 2009 Innovation Sample 1 5000 H 2006 Refreshment G 2002 High Income 1 0000 F 2000 Refreshment E 1 998 Refreshment D 1 994/5 Migration 5000 (1 984-1 994, West) C 1 990 Initial Sample (East) B 1 984 Migration (until 1 983, West) 0 A 1 984 Initial Sample 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 201 201 201 201 201 201 201 984 985 986 987 988 989 990 991 992 993 994 995 996 997 998 999 (West) 0 1 2 3 4 5 6 8 Kroh, Martin. 2014. Documentation of Sample Sizes and Panel Attrition in the German Socio-Economic Panel (SOEP) (1984 until 2012) . SOEP Survey Papers 177: Series D. Berlin: SOEP/DIW.

Part 1 a: Topics covered by the SOEP Titel und Untertitel 9 Name + Datum (über Kopf- und Fußleiste einstellen)

1 a Topics covered in the SOEP M ulti-topic study with a multidisciplinary perspective, covering questions concerning : • Demography and population • Housing • Education and qualification • Occupation and employment • Income, taxes and social security • Health • Attitudes, values and personality • Subjective wellbeing (Life satisfaction). • M igration and integration Ì Additional topics with multi-annual survey rhythms 10

1 a Topics with multi-annual survey rhythm* 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Consumption and Savings Health Globalisation & Transnationalisation Grip Strength Reciprocity Big Five Risk Aversion Trust Health (SF12 BM I) Transport and energy consumtion Workenvironment Expectations about the future Family and social networks Time use and preferences Labor market & subj. indicators Training & occup. qualification Householdfinacne und wealth Social security und retirement Neighborhood *Complete list of topics is available in the Desktop Companion (2017): http://about.paneldata.org/soep/dtc/content.html 11

1 a Life Course Perspective Obj. and subj. living Values, relationships conditions, personality (parents), traits, values, physical recreation, school and cognitive potential performance , goals M emories & ´ M emories & Secondary Planning Adult Life Fetal Primary Preschool Adult life widow(er ) ) widow/ widower school stage phase school Pensions pensions Death Birth Physical Physical Type of school, Physical and indicators, indicators, School performance, mental health, health, recreation, condition of personality, care, personality, health, the mother recreation, care personality school performance Information from “cradle to stretcher” à Ideally for all individuals in the household 12

1 a Dimensionality of gathered information Subjective Objective & Information are gathered on a temporal dimension spanning Past Present Future 13 Titel und Untertitel Name + Datum (über Kopf- und Fußleiste einstellen)

1 a Subjectiveand Objective Information Extension of survey instruments besides standardized questionnaires: • Objective measure of physical characteristics (Grip Strength) • Instruments measuring cognitive potential • Behavioral experiments • Innovative modules in SOEP-IS Sex 80,0 Men Women First Measurement right hand 60,0 40,0 20,0 0,0 20 40 60 80 age DIW Berlin / SOEP (Ed.) (2016) : SOEP 2016 – Erhebungsinstrumente 2016 (Welle 33) des Sozio- 14 oekonomischen Panels: Greifkrafttest, Stichproben A-L3, SOEP . Survey Papers, No. 363.

1 a Temporal Dimension of gathered information Information regarding the present: • current employment status or current life satisfaction Information regarding the past: • Retrospective questions about events • How often have you changed jobs in the recent years? • Retrospectively assessed history of events since age of 15 • Employment or family status • M onthly calendar of income and employment • Employment status from January to December of the past year Information regarding the future (expectations): • Expected life satisfaction in 5 years • Expectations regarding (re-)employment, retirement, expectations on schooling 15

1 a Scales Manual 16

1 a The Socio-economic Panel Study (SOEP) SOEP Core • 1984 - today • 18 subsamples, regular refreshments SOEP IS - Innovation Sample • From 2012 onwards • Subsamples E and I • Opportunity for external users to propose survey modules SOEP RS - Related Studies • Question+ data structure of SOEP • Berlin Aging Study II (BAS E II) • Families in Germany (FiD) • PIAAC-L • BRISE 17

Part 1 b: Survey Methodology and Instruments Titel und Untertitel 18 Name + Datum (über Kopf- und Fußleiste einstellen)

1 b Development of the Survey Method Primarily face-to-face Interview, earlier PAPI now CAPI 19 URL: http://about.paneldata.org/soep/dtc/design.html

1 b Standard and Biographical Survey Instruments Was wird im SOEP-Core erhoben? • Standard instruments (annually) • Household questionnaire (household „chief“) • Temporally changing household infomation • Individual questionnaire (every person in household aged > 17/ 18) • Temporally changing individual information • Biographical instruments (once, during first interview) • Supplementary Biography Questionnaire (aged 18 and above, since 1989) • retrospective questions regarding important life events and biographical data (e.g. place of birth, nationality, nationality of parents) 20

1 b Target-group-specific Instruments 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Starting with birht-cohort 2002/ 2003 Newborns 2002 2-3 years (M uki2) 2002 5-6 years (M uki3) 2002 7-8 years (FID) 2002 9-10 years (M uki5) 2002 11-12 years* (pre-teen) 13-14 years* 2002 (early youth) 1983 17 years* * (youth) * Personally interviewed, with parental consent * * personally interviewed 38