In Person: Activities of Daily Living...

In Person: Activities of Daily Living (ADLs)

JADL Activities of Daily Living (ADLs) Module

OVERVIEW

Although new to the 2011 collection wave, the Activities of Daily Living (ADLs)

Module expands upon questions first asked during the 1993 telephone interview,

when participants were prompted to report on their experiences receiving

personal care from a family member or friend. Originally asked within the

Caregiving Module, which primarily focused on the participant’s experiences as

a provider of care, questions about receiving care were moved to the Health

Module for the 2004 collection wave before being reconstituted as the

Activities of Daily Living Module in 2011. Far more detailed and expansive than

what has been administered in previous waves, the 2011 rendition of questions

construed "care" as requiring help with particular daily activities and allowed

participants to name multiple helpers across two distinct activity categories.

For the first of these, basic activities of daily living (BADLs), participants

were allowed to report on up to three people who help them with the following

self-care tasks: dressing; walking across a room; bathing or showering; eating;

getting in or out of bed; and using the toilet. For the second category,

instrumental activities of daily living (IADLs), participants were allowed to

report on up to five people who help them with higher-order tasks necessary to

living independently: using a map to figure out how to get around in a strange

place; preparing a hot meal; shopping for groceries; making phone calls; taking

medications; doing housework or yardwork; and managing money. When addressing

each activity of daily living, participants were asked whether they have any

difficulty performing it due to a health or memory problem and, if so, whether

anyone ever helps them with it; if a helper was mentioned, participants were

also asked how long they have been receiving help. The following information

was then recorded for each of the participant’s helpers: the person’s

relationship to them; the number of days in the past month the person provided

help, as well as the average hours of help provided per occurrence; and how far

away the person lives. Data users should note that there was often overlap

between the people named as helpers with BADLs and IADLs.

BRIEF VARIABLE DESCRIPTIONS

Variable ranges reference dataset/codebook order and are not necessarily

alphabetical.

_____________________________________________________________________

HADLSTAT-HADLREL: Module-Level Status Variables

HX600RE: Number of Unique Individuals or Entities

Reported by Participant as Helpers with

Activities of Daily Living (ADLs)

HX500RE-HX503RE: Dressing Self: Associated Difficulty and Whether

Help Received

HX504RE-HX514RE: Walking Across a Room: Associated Difficulty,

Use of Equipment, and Whether Help Received

HX515RE-HX518RE: Bathing or Showering: Associated Difficulty and

Whether Help Received

- 1 -

Wisconsin Longitudinal Study Codebook

HX519RE-HX522RE: Eating: Associated Difficulty and Whether Help

Received

HX523RE-HX532RE: Getting In/Out of Bed: Associated Difficulty,

Use of Equipment, and Whether Help Received

HX533RE-HX536RE: Using the Toilet: Associated Difficulty and


HX601REA-HX603REF: Information About (Up to Three) People Who Help

Participant with Basic Activities of Daily

Living

HX537RE: Using a Map: Associated Difficulty

HX538RE-HX542RE: Preparing a Hot Meal: Associated Difficulty and


HX543RE-HX547RE: Shopping for Groceries: Associated Difficulty

and Whether Help Received

HX548RE-HX552RE: Making Phone Calls: Associated Difficulty and


HX553RE-HX557RE: Taking Medications: Associated Difficulty and


HX604REA-HX606REF: Information About (Up to Three) People Who Help

Participant with Selected Instrumental

Activities of Daily Living (Preparing Meal,

Shopping, Making Phone Calls, and/or Taking

Medications)

HX558RE-HX560RE: Doing Housework or Yardwork: Whether Help

Received

HX561RE-HX565RE: Managing Money: Associated Difficulty and


HX607REA-HX608REF: Information About (Up to Two) People Who Help

Participant with the IADL of Managing Money

hadlstat: Was the Activities of Daily Living Module completed by

Participant alone, with help, or by proxy?

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: y_adlproxy1, y_adlhelp0, capiproxy, y_proxy, y_ivwloc

- 2 -


Frequencies

Value Label Male Female Total

. System missing - NR 2146 2019 4165

-30 NOT PART OF MOSAQ 68 116 184

-4 NOT ASCERTAINED 1 0 1

1 R COMPLETED ALONE 2390 2988 5378

2R COMPLETED ALONE WITH SOMEONE ELSE IN THE ROOM

286 144 430

3 R RECEIVED A LITTLE HELP 72 29 101

4 R RECEIVED A LOT OF HELP 13 13 26

5 HELPER RESPONDED TO ALL ITEMS 1 0 1

7 WHOLE INTERVIEW DONE BY PROXY 14 17 31

Note: For many cases a participant’s spouse or other family member was present during the interview.This sometimes resulted in the participant relying on the other person for help in answering some or manyof the questions. At the end of each module the interviewer indicated the amount of help the participantreceived and who provided that help. That assessment is covered by codes 1 through 5. Additionally, acode of 7 indicates that the entire interview was administered to a proxy while a code of 6 indicates thatthis particular module was answered by a proxy but other modules were answered by the participant.

hadlrel: Relationship of Activities of Daily Living Module helper or

proxy to Participant.

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hadlstat, y_adlproxy1, y_adlhelp0, y_adlhelp1, y_adlhelp2_hfn, y_adlhelp3,y_h1fn-y_h4fn, y_pfn, prxyfnam, y_p1fn-y_p5fn, y_prel, prxyrel, y_p1rel-y_p5rel

- 3 -


Frequencies





-2InappropriateInap, (Sampled skip or hadlstat=1,2,-3)

2676 3132 5808

0 SPOUSE 93 38 131

2 BROTHER 1 0 1

7 CARETAKER 1 2 3

8 DAUGHTER 1 9 10

25 FRIEND 0 2 2

39 NEPHEW 0 1 1

41 ROMANTIC PARTNER 2 0 2

48 SON 2 5 7

54 OTHER 0 1 1

Note: If this module was administered via proxy or if the participant received help answering the questionsin this module then we record the relationship of the proxy/helper to the participant. Although mostparticipants relied on only one helper or proxy for the interview, some had more than one. Thus the valueof the relationship code may vary across the modules.

hx600re: Number of unique individuals and/or entities reported by

Participant as helpers with activities of daily living (ADLs).

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx501re, hx512re, hx516re, hx520re, hx530re, hx534re, hx540re, hx545re, hx550re,hx555re, hx563re, hx601rea, hx602rea, hx603rea, hx604rea, hx605rea, hx606rea, hx607rea, hx608rea, y_GXXname_:1-8

- 4 -


Frequencies





-2

INAPPROPRIATEINAPPROPRIATE (HX501RE != 1 & HX512RE != 1 &HX516RE != 1 & HX520RE != 1 & HX530RE != 1 &HX534RE != 1 & HX540RE != 1 & HX545RE != 1 &HX550RE != 1 & HX555RE != 1 & HX563RE != 1)

2612 2967 5579

1 113 114 227

2 31 52 83

3 14 48 62

4 4 7 11

5 0 3 3

Note: The referenced ADLs may include both BADLs (dressing, walking across a room, bathing orshowering, eating, getting in or out of bed, and/or using the toilet) and IADLs (preparing hot meals,shopping for groceries, making telephone calls, and/or taking medications), depending on which activitiesthe participant reported receiving help with. If the participant did not report receiving help with any ofthese BADLs or IADLs, this variable has been assigned a value of "-2". Note: Since reported helpers were allowed to overlap between BADLs and IADLs, this variable may havea value less than the total number of typified helpers named throughout the ADLs Module (seeHX601REA, HX602REA, HX603REA, HX604REA, HX605REA, HX606REA, HX607REA, andHX608REA). If the participant did not provide information on how a helper is related to them (indicatedthey did not know, refused to answer, or responded in a way that could not be coded into a relationshipcategory), that person was not counted as a unique helper; if the participant did not provide relationshipinformation for any of the people named as helpers, this variable has been assigned a value of "-4". Thereference to "entities" in the variable’s name stems from cases where participants decided to discuss (someof) their helpers as a group or entity (e.g. all of the employees who provide care at a nursing home) ratherthan on an individual basis.

hx500re: Because of a health or memory problem, does Participant have

any difficulty dressing, including putting on shoes and socks?

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: y_GXX014

- 5 -


Frequencies




1 YES 167 165 332

2 NO 2608 3025 5633

3 CAN’T DO 1 1 2

4 DON’T DO 1 0 1

Note: Dressing is a basic activity of daily living; participants were instructed to exclude any difficultiesexpected to last less than three months.

hx501re: Does anyone ever help Participant dress?

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx500re, y_GXX015

Frequencies




-2INAPPROPRIATEINAPPROPRIATE (HX500RE = 2)

2608 3025 5633

1 YES 66 82 148

2 NO 103 84 187

hx502re: Numeric component for about how long Participant has had

help dressing.

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx501re, y_GXX015b_a

- 6 -


Frequencies




-2INAPPROPRIATEINAPPROPRIATE (HX501RE != 1)

2711 3109 5820

1 18 12 30

2 - 3 18 24 42

4 - 6 16 25 41

7 - 18 13 16 29

20 - 45 1 5 6

hx503re: Units corresponding to numeric component for about how long

Participant has had help dressing.

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx502re, y_GXX015b_b

Frequencies




-2InappropriateINAPPROPRIATE (HX502RE < 1)

2711 3109 5820

2 WEEKS 0 3 3

3 MONTHS 15 19 34

4 YEARS 51 60 111


any difficulty walking across a room?


- 7 -


Frequencies




1 YES 114 177 291

2 NO 2660 3010 5670

3 CAN’T DO 2 3 5

4 DON’T DO 1 1 2

Note: Walking across a room is a basic activity of daily living; participants were instructed to exclude anydifficulties expected to last less than three months.

hx505re: Does Participant ever use equipment or devices such as a cane,

walker, or wheelchair when crossing a room?


Frequencies




1 YES 174 270 444

2 NO 2603 2921 5524

hx650re: Does Participant ever use a railing when crossing a room?

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx505re, y_GXX018_1

- 8 -


Frequencies




-3 REFUSED 0 1 1


2603 2921 5524

-1 DON’T KNOW 1 0 1

1 YES 38 83 121

2 NO 135 186 321

hx651re: Does Participant ever use a walker when crossing a room?


Frequencies





2603 2921 5524


1 YES 62 122 184

2 NO 111 148 259

hx652re: Does Participant ever use a cane when crossing a room?


- 9 -


Frequencies





2603 2921 5524

1 YES 131 186 317

2 NO 43 84 127

hx653re: Does Participant ever use crutches when crossing a room?


Frequencies




-3 REFUSED 0 1 1


2603 2921 5524


1 YES 12 5 17

2 NO 161 264 425

hx654re: Does Participant ever use orthopedic shoes when crossing a

room?


- 10 -


Frequencies




-3 REFUSED 0 1 1


2603 2921 5524


1 YES 20 36 56

2 NO 153 233 386

hx655re: Does Participant ever use a (leg or back) brace when crossing a

room?


Frequencies




-3 REFUSED 0 1 1


2603 2921 5524


1 YES 18 17 35

2 NO 155 252 407

hx656re: Does Participant ever use a prosthesis when crossing a room?


- 11 -


Frequencies




-3 REFUSED 0 1 1


2603 2921 5524


1 YES 3 4 7

2 NO 170 265 435

hx657re: Does Participant ever use oxygen or a respirator when crossing

a room?


Frequencies




-3 REFUSED 0 1 1


2603 2921 5524


1 YES 13 16 29

2 NO 160 253 413

hx658re: Does Participant ever use furniture or walls when crossing a

room?


- 12 -


Frequencies




-3 REFUSED 0 1 1


2603 2921 5524


1 YES 49 97 146

2 NO 123 172 295

hx659re: Does Participant ever use a wheelchair or cart when crossing a

room?


Frequencies




-3 REFUSED 0 1 1


2603 2921 5524


1 YES 43 79 122

2 NO 130 190 320

hx660re: Does Participant ever use some other form of equipment when

crossing a room?


- 13 -


Frequencies




-3 REFUSED 0 1 1


2603 2921 5524


1 YES 0 1 1

2 NO 172 264 436

Note: Here, "other" signifies a form of equipment distinct from a railing, walker, cane, crutches,orthopedic shoes, (leg or back) brace, prosthesis, oxygen/respirator, furniture/walls, or a wheelchair/cart.

hx512re: Does anyone ever help Participant get across a room?

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx504re, hx505re, y_GXX020

Frequencies





-2INAPPROPRIATEINAPPROPRIATE (HX504RE = 2 & HX505RE != 1)

2566 2863 5429

1 YES 40 82 122

2 NO 170 241 411


help walking across a room.


- 14 -


Frequencies




-3 REFUSED 1 1 2


2737 3109 5846


1 - 2 15 22 37

3 - 4 11 14 25

5 - 6 4 20 24

7 - 20 7 16 23

25 - 50 2 4 6


Participant has had help walking across a room.


Frequencies






2738 3115 5853

2 WEEKS 1 3 4

3 MONTHS 13 11 24

4 YEARS 25 61 86

- 15 -



any difficulty bathing or showering?


Frequencies




1 YES 54 108 162

2 NO 2720 3078 5798

3 CAN’T DO 2 3 5

4 DON’T DO 1 2 3

Note: Bathing or showering is a basic activity of daily living; participants were instructed to exclude anydifficulties expected to last less than three months.

hx516re: Does anyone ever help Participant bathe?


Frequencies






2720 3078 5798

1 YES 34 60 94

2 NO 23 51 74

- 16 -



help bathing.


Frequencies





2743 3131 5874


1 9 7 16

2 3 10 13

3 5 9 14

4 4 5 9

5 1 6 7

6 3 8 11

7 0 3 3

8 2 1 3

10 2 3 5

11 0 2 2

12 0 1 1

15 1 1 2

18 1 0 1

20 1 2 3

30 1 1 2

50 1 0 1

- 17 -



Participant has had help bathing.


Frequencies





2743 3132 5875

2 WEEKS 0 2 2

3 MONTHS 11 17 28

4 YEARS 23 40 63


any difficulty eating, such as cutting up their food?


Frequencies




1 YES 40 56 96

2 NO 2737 3135 5872

Note: Eating is a basic activity of daily living; participants were instructed to exclude any difficultiesexpected to last less than three months.

- 18 -


hx520re: Does anyone ever help Participant eat?


Frequencies





2737 3135 5872

1 YES 22 25 47

2 NO 18 31 49


help eating.


- 19 -


Frequencies





2755 3166 5921


1 7 5 12

2 3 4 7

3 3 3 6

4 1 3 4

5 1 2 3

6 1 1 2

8 2 1 3

9 0 2 2

10 1 0 1

11 1 1 2

16 0 1 1

18 1 0 1

20 0 1 1

30 1 0 1


Participant has had help eating.


- 20 -


Frequencies





2755 3167 5922

3 MONTHS 6 4 10

4 YEARS 16 20 36


any difficulty getting in or out of bed?


Frequencies




1 YES 53 80 133

2 NO 2721 3106 5827

3 CAN’T DO 1 1 2

4 DON’T DO 2 4 6

Note: Getting in and out of bed is a basic activity of daily living; participants were instructed to excludeany difficulties expected to last less than three months.

hx524re: Does Participant ever use equipment or devices such as a cane,

walker, or railing when getting in or out of bed?


- 21 -


Frequencies




1 YES 55 99 154

2 NO 2722 3092 5814

hx670re: First piece of equipment Participant mentioned using when

getting in or out of bed.

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx524re, y_GXX027_a

Frequencies





2722 3092 5814


1 RAILING 10 22 32

2 WALKER 11 32 43

3 CANE 23 26 49

9 FURNITURE/WALLS 2 6 8

10 WHEELCHAIR/CART 1 4 5

11 OTHER 7 9 16

hx671re: Second piece of equipment Participant mentioned using when


Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx524re, y_GXX027_b

- 22 -


Frequencies




-2INAPPROPRIATEINAPPROPRIATE (HX524RE != 1 | NO 2ND PIECE OFEQUIPMENT MENTIONED)

2761 3157 5918

1 RAILING 0 1 1

2 WALKER 5 8 13

3 CANE 2 6 8

4 CRUTCHES 1 0 1

6 BRACE (LEG OR BACK) 2 1 3

8 OXYGEN/RESPIRATOR 0 3 3



11 OTHER 0 2 2

hx672re: Third piece of equipment Participant mentioned using when


Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx524re, y_GXX027_c

- 23 -


Frequencies




-2INAPPROPRIATEINAPPROPRIATE (HX524RE != 1 | NO 3RD PIECE OFEQUIPMENT MENTIONED)

2770 3185 5955

2 WALKER 2 0 2

3 CANE 2 1 3

6 BRACE (LEG OR BACK) 1 0 1




11 OTHER 1 1 2

hx673re: Fourth piece of equipment Participant mentioned using when


Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx524re, y_GXX027_d

Frequencies




-2INAPPROPRIATEINAPPROPRIATE (HX524RE != 1 | NO 4TH PIECE OFEQUIPMENT MENTIONED)

2775 3188 5963

4 CRUTCHES 1 0 1



- 24 -


hx674re: Fifth piece of equipment Participant mentioned using when


Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx524re, y_GXX027_e

Frequencies





2776 3190 5966



hx675re: Sixth piece of equipment Participant mentioned using when


Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx524re, y_GXX027_f

Frequencies





2776 3191 5967


hx530re: Does anyone ever help Participant get in or out of bed?


- 25 -


Frequencies





2721 3106 5827

1 YES 23 37 60

2 NO 33 48 81


help getting in or out of bed.


- 26 -


Frequencies





2754 3154 5908


1 6 5 11

2 4 8 12

3 1 2 3

4 1 4 5

5 1 7 8

6 1 6 7

7 0 1 1

8 2 1 3

10 2 0 2

11 1 1 2

14 0 1 1

18 1 0 1

20 0 1 1

30 1 0 1

45 1 0 1


Participant has had help getting in or out of bed.


- 27 -


Frequencies





2755 3154 5909

2 WEEKS 0 1 1

3 MONTHS 9 8 17

4 YEARS 13 28 41


any difficulty using the toilet, including getting up and down?


Frequencies




1 YES 71 118 189

2 NO 2706 3072 5778

4 DON’T DO 0 1 1

Note: Using the toilet is a basic activity of daily living; participants were instructed to exclude anydifficulties expected to last less than three months.

hx534re: Does anyone ever help Participant use the toilet?


- 28 -


Frequencies





2706 3072 5778

1 YES 20 30 50

2 NO 51 89 140


help using the toilet.


- 29 -


Frequencies





2757 3161 5918


1 4 5 9

2 1 6 7

3 1 4 5

4 1 3 4

5 1 3 4

6 3 5 8

7 0 2 2

8 2 0 2

10 3 0 3

11 1 1 2

15 0 1 1

18 1 0 1

30 1 0 1


Participant has had help using the toilet.


- 30 -


Frequencies





2758 3161 5919

2 WEEKS 0 1 1

3 MONTHS 8 4 12

4 YEARS 11 25 36

hx601rea: Relationship to Participant of person who most often helps

them with selected basic activities of daily living (BADLs).

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx501re, hx512re, hx516re, hx520re, hx530re, hx534re, y_GXX032_1,y_GXX032ng_1_r, c_y_GXX032ng_1_r

- 31 -


Frequencies




-2

INAPPROPRIATEINAPPROPRIATE (HX501RE != 1 & HX512RE != 1 &HX516RE != 1 & HX520RE != 1 & HX530RE != 1 &HX534RE != 1)

2677 3037 5714


1 HUSBAND 0 89 89

3 MALE PARTNER/LOVER 0 4 4

4 SON 1 7 8

6 BROTHER 0 1 1

9 (GREAT) GRANDSON 0 5 5

20 NEPHEW 0 1 1

31 WIFE 76 0 76

33 FEMALE PARTNER/LOVER 3 0 3

34 DAUGHTER 1 8 9

36 SISTER 0 2 2

39 (GREAT) GRANDDAUGHTER 0 1 1

40 DAUGHTER-IN-LAW 0 1 1

51 FEMALE FRIEND 0 1 1

91 FRIEND, GENDER UNKNOWN 5 3 8

107 MULTIPLE CAREGIVERS, FRIENDS 0 1 1

118 OTHER INSTITUTION OR ORGANIZATION 0 1 1

119 CARETAKER, GENDER UNKNOWN 0 1 1

170EMPLOYEE(S) HIRED BY PARTICIPANT OR THEIR SPOUSE

1 8 9

173 EMPLOYEE(S) OF (CARE) FACILITY 11 19 30

- 32 -


Note: The referenced BADLs may include one or more of the following, depending on which activities theparticipant reported receiving help with: dressing (HX501RE), walking across a room (HX512RE),bathing or showering (HX516RE), eating (HX520RE), getting in or out of bed (HX530RE), and/or usingthe toilet (HX534RE). If the participant did not report receiving help with any of these BADLs, thisvariable has been assigned a value of "-2".

hx601reb: Roster identification number of spouse/partner, child, or

sibling who most often helps Participant with selected basic activities of

daily living (BADLs).

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx601rea, y_GXX032_1, y_GXX032na_1, y_GXX032nb_1, y_GXX032nc_1

Frequencies





-3 REFUSED 0 1 1

-2INAPPROPRIATEINAPPROPRIATE (HX601REA != 1, 3, 4, 6, 31, 33, 34, 36,OR 73)

2696 3080 5776

101 0 2 2

102 2 4 6

103 0 5 5

104 0 1 1

105 0 2 2

201 77 93 170

202 1 0 1

203 1 0 1

301 0 1 1

302 0 1 1

- 33 -


Note: The referenced BADLs may include one or more of the following, depending on which activities theparticipant reported receiving help with: dressing (HX501RE), walking across a room (HX512RE),bathing or showering (HX516RE), eating (HX520RE), getting in or out of bed (HX530RE), and/or usingthe toilet (HX534RE). If the participant did not report receiving help with any of these BADLs, thisvariable has been assigned a value of "-2". Note: 100s are Child Roster ID Numbers200s are Spouse/Partner Roster ID Numbers300s are Sibling Roster ID Numbers

hx601reg: Roster identification number of child or sibling who hired

person that most often helps Participant with selected basic activities of


Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx601rea, y_GXX032_1, y_GXX032na_1, y_GXX032nb_1

Frequencies




-2INAPPROPRIATEINAPPROPRIATE (HX601REA != 171 OR 172)

2777 3191 5968


hx601rec: Does insurance help pay for the hired person who most often

helps Participant with selected basic activities of daily living (BADLs)?

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx601rea, y_GXX032_1, y_GXX032A_1

- 34 -


Frequencies






2765 3164 5929


1 YES 6 8 14

2 NO 5 16 21

Note: This variable is only applicable to participants who receive most of their help with BADLs fromemployees of a facility or people whom they or their spouse hired (see HX601REA). Note: The BADLs referenced by this variable may include one or more of the following, depending onwhich activities the participant reported receiving help with: dressing (HX501RE), walking across a room(HX512RE), bathing or showering (HX516RE), eating (HX520RE), getting in or out of bed (HX530RE),and/or using the toilet (HX534RE). If the participant did not report receiving help with any of theseBADLs, this variable has been assigned a value of "-2".

hx601red: Number of days in the past month Participant was helped by

the person who most often helps them with selected basic activities of


Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx601rea, y_GXX070_1

- 35 -


Frequencies




-3 REFUSED 0 1 1

-2InappropriateINAPPROPRIATE (HX601REA < 0)

2679 3038 5717


0 NONE 2 2 4

1 - 5 18 33 51

6 - 30 46 62 108

31 32 53 85


hx601ree: Typical hours of help provided per day by person who most

often helps Participant with selected basic activities of daily living

(BADLs).


- 36 -


Frequencies





2679 3038 5717


0 NONE 23 23 46

1 29 43 72

2 14 21 35

3 5 13 18

4 7 11 18

5 1 5 6

6 1 3 4

7 0 1 1

8 2 6 8

9 1 0 1

10 0 2 2

12 1 1 2

15 1 2 3

16 0 1 1

18 1 1 2

20 0 2 2

24 9 13 22

Note: This variable’s estimate is exclusive to days on which the participant is helped by the referencedperson (see HX601RED for the number of days help was provided in the past month). Note: The BADLs referenced by this variable may include one or more of the following, depending onwhich activities the participant reported receiving help with: dressing (HX501RE), walking across a room(HX512RE), bathing or showering (HX516RE), eating (HX520RE), getting in or out of bed (HX530RE),and/or using the toilet (HX534RE). If the participant did not report receiving help with any of theseBADLs, this variable has been assigned a value of "-2".

- 37 -


hx601ref: Distance between Participant’s residence and that of the

person who most often helps them with selected basic activities of daily

living (BADLs).


Frequencies





2679 3038 5717


1 LIVE IN THE SAME RESIDENCE 90 121 211

2 LESS THAN 20 MINUTES APART 3 17 20

3 BETWEEN 20 AND 60 MINUTES APART 3 8 11

4 BETWEEN 1 AND 2 HOURS APART 0 1 1

5 MORE THAN 2 HOURS APART 1 0 1


hx602rea: Relationship to Participant of person who second most

frequently helps them with selected basic activities of daily living

(BADLs).

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx601rea, y_GXX035_1, y_GXX032_2, y_GXX032ng_2_r, c_y_GXX032ng_2_r

- 38 -


Frequencies




-3 REFUSED 0 1 1

-2

INAPPROPRIATEINAPPROPRIATE (HX501RE != 1 & HX512RE != 1 &HX516RE != 1 & HX520RE != 1 & HX530RE != 1 &HX534RE != 1 | NO 2ND HELPER REPORTED)

2752 3133 5885

1 HUSBAND 0 5 5

4 SON 6 7 13


10 SON-IN-LAW 1 0 1

31 WIFE 5 0 5

34 DAUGHTER 4 25 29

36 SISTER 0 1 1


50 NIECE 0 2 2

51 FEMALE FRIEND 1 0 1


103 MULTIPLE (GREAT) GRANDCHILDREN 1 0 1




1 1 2



- 39 -



sibling who second most frequently helps Participant with selected basic

activities of daily living (BADLs).


Frequencies





2762 3153 5915

101 4 10 14

102 3 7 10

103 2 7 9

104 1 6 7

105 0 2 2

201 5 5 10

303 0 1 1



person that second most frequently helps Participant with selected basic


- 40 -



Frequencies





2777 3191 5968


hx602rec: Does insurance help pay for the hired person who second most

frequently helps Participant with selected basic activities of daily living

(BADLs)?


Frequencies





2774 3189 5963

1 YES 2 1 3

2 NO 1 1 2

Note: This variable is only applicable to participants who second most frequently receive help withBADLs from employees of a facility or people whom they or their spouse hired (see HX602REA). Note: The BADLs referenced by this variable may include one or more of the following, depending on

- 41 -


which activities the participant reported receiving help with: dressing (HX501RE), walking across a room(HX512RE), bathing or showering (HX516RE), eating (HX520RE), getting in or out of bed (HX530RE),and/or using the toilet (HX534RE). If the participant did not report receiving help with any of theseBADLs, this variable has been assigned a value of "-2".


the person who second most frequently helps them with selected basic



- 42 -


Frequencies





2752 3134 5886


0 NONE 3 4 7

1 2 3 5

2 4 5 9

3 0 6 6

4 0 3 3

5 1 7 8

6 2 3 5

7 1 1 2

8 1 5 6

9 2 0 2

10 0 4 4

12 1 1 2

13 1 0 1

15 0 1 1

16 0 1 1

20 1 1 2

30 1 6 7

31 5 5 10


- 43 -


hx602ree: Typical hours of help provided per day by person who second

most frequently helps Participant with selected basic activities of daily

living (BADLs).


Frequencies





2752 3134 5886


0 NONE 6 13 19

1 8 20 28

2 5 5 10

3 1 6 7

4 0 2 2

5 2 5 7

6 0 4 4

7 1 0 1

8 0 1 1

10 1 0 1

24 0 1 1


- 44 -



person who second most frequently helps them with selected basic



Frequencies





2752 3134 5886








hx603rea: Relationship to Participant of person who third most

frequently helps them with selected basic activities of daily living

(BADLs).

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx601rea, hx602rea, y_GXX035_2, y_GXX032_3, y_GXX032ng_3_r, c_y_GXX032ng_3_r

- 45 -


Frequencies




-2

INAPPROPRIATEINAPPROPRIATE (HX501RE != 1 & HX512RE != 1 &HX516RE != 1 & HX520RE != 1 & HX530RE != 1 &HX534RE != 1 | NO 3RD HELPER REPORTED)

2766 3157 5923

1 HUSBAND 0 1 1

4 SON 2 8 10

6 BROTHER 0 1 1


10 SON-IN-LAW 2 1 3

34 DAUGHTER 2 9 11

36 SISTER 0 2 2



65 ALL CHILDREN 1 0 1





0 1 1



- 46 -



sibling who third most frequently helps Participant with selected basic



Frequencies





2773 3170 5943

101 1 5 6

102 1 4 5

103 2 5 7

104 0 3 3

201 0 1 1

302 0 1 1

303 0 1 1

307 0 1 1



person that third most frequently helps Participant with selected basic


- 47 -



Frequencies





2777 3191 5968


hx603rec: Does insurance help pay for the hired person who third most

frequently helps Participant with selected basic activities of daily living

(BADLs)?


Frequencies





2777 3189 5966

1 YES 0 1 1

2 NO 0 1 1

Note: This variable is only applicable to participants who third most frequently receive help with BADLsfrom employees of a facility or people whom they or their spouse hired (see HX603REA). Note: The BADLs referenced by this variable may include one or more of the following, depending on

- 48 -


which activities the participant reported receiving help with: dressing (HX501RE), walking across a room(HX512RE), bathing or showering (HX516RE), eating (HX520RE), getting in or out of bed (HX530RE),and/or using the toilet (HX534RE). If the participant did not report receiving help with any of theseBADLs, this variable has been assigned a value of "-2".


the person who third most frequently helps them with selected basic



- 49 -


Frequencies





2766 3157 5923


0 NONE 2 1 3

1 1 4 5

2 3 4 7

3 1 4 5

4 1 6 7

5 1 1 2

6 0 2 2

8 0 1 1

10 1 2 3

12 0 2 2

15 1 0 1

20 0 1 1

25 0 1 1

30 0 1 1

31 0 1 1


- 50 -


hx603ree: Typical hours of help provided per day by person who third

most frequently helps Participant with selected basic activities of daily

living (BADLs).


Frequencies





2766 3157 5923


0 NONE 2 4 6

1 4 16 20

2 3 3 6

3 1 5 6

4 1 2 3

8 0 1 1

24 0 1 1



person who third most frequently helps them with selected basic activities

of daily living (BADLs).

- 51 -



Frequencies





2766 3157 5923









any difficulty using a map to figure out how to get around in a strange

place?


- 52 -


Frequencies




-3 REFUSED 1 1 2


1 YES 69 168 237

2 NO 2678 2886 5564

3 CAN’T DO 5 20 25

4 DON’T DO 24 114 138

Note: Participants were instructed to exclude any difficulties expected to last less than three months.


any difficulty preparing a hot meal?


Frequencies




-3 REFUSED 0 1 1


1 YES 33 67 100

2 NO 2632 3088 5720

3 CAN’T DO 1 5 6

4 DON’T DO 111 28 139

Note: Preparing a hot meal is an instrumental activity of daily living; participants were instructed toexclude any difficulties expected to last less than three months.

- 53 -


hx539re: Is a health or memory problem the reason Participant cannot

or does not prepare hot meals?


Frequencies




-2INAPPROPRIATEINAPPROPRIATE (HX538RE != 3 OR 4)

2665 3158 5823


1 YES 9 21 30

2 NO 103 11 114

hx540re: Does anyone help Participant prepare hot meals?


Frequencies




-3 REFUSED 0 1 1

-2INAPPROPRIATEINAPPROPRIATE (HX538RE = 2 | HX539RE = 2)

2735 3099 5834


1 YES 35 74 109

2 NO 7 16 23

- 54 -



help preparing a hot meal.


- 55 -


Frequencies





2742 3117 5859


1 3 8 11

2 2 12 14

3 3 15 18

4 0 9 9

5 5 7 12

6 4 8 12

7 0 2 2

8 1 2 3

9 0 1 1

10 5 3 8

11 1 2 3

15 0 1 1

18 2 1 3

20 1 2 3

50 1 0 1

51 1 0 1

52 1 0 1

70 1 0 1

71 1 0 1

- 56 -



Participant has had help preparing a hot meal.


Frequencies





2745 3118 5863

3 MONTHS 3 9 12

4 YEARS 29 64 93


any difficulty shopping for groceries?


Frequencies




-3 REFUSED 0 1 1


1 YES 38 118 156

2 NO 2659 3027 5686

3 CAN’T DO 6 9 15

4 DON’T DO 73 35 108

Note: Shopping for groceries is an instrumental activity of daily living; participants were instructed toexclude any difficulties expected to last less than three months.

- 57 -



or does not shop for groceries?


Frequencies





2698 3147 5845


1 YES 21 29 50

2 NO 58 14 72

hx545re: Does anyone help Participant shop for groceries?


Frequencies




-3 REFUSED 0 1 1


2717 3041 5758

1 YES 42 109 151

2 NO 18 40 58

- 58 -



help shopping for groceries.


Frequencies





2735 3082 5817


1 - 2 12 30 42

3 - 5 11 33 44

6 - 9 7 23 30

10 - 70 11 18 29


Participant has had help shopping for groceries.


Frequencies





2736 3087 5823

3 MONTHS 8 14 22

4 YEARS 33 90 123

- 59 -



any difficulty making telephone calls?


Frequencies




-3 REFUSED 0 1 1


1 YES 58 30 88

2 NO 2711 3154 5865

3 CAN’T DO 1 4 5

4 DON’T DO 5 2 7

Note: Making telephone calls is an instrumental activity of daily living; participants were instructed toexclude any difficulties expected to last less than three months.


or does not make telephone calls?


Frequencies





2771 3185 5956

1 YES 6 5 11

2 NO 0 1 1

- 60 -


hx550re: Does anyone help Participant make telephone calls?


Frequencies




-3 REFUSED 1 1 2


2711 3155 5866


1 YES 52 21 73

2 NO 12 14 26


help making telephone calls.


- 61 -


Frequencies





2725 3170 5895


1 8 5 13

2 13 5 18

3 4 3 7

4 3 1 4

5 6 1 7

6 1 0 1

7 1 0 1

8 3 0 3

10 2 2 4

11 0 1 1

12 1 0 1

13 1 0 1

14 1 0 1

18 1 0 1

20 2 0 2

30 0 1 1

40 1 1 2

73 1 0 1

- 62 -



Participant has had help making telephone calls.


Frequencies





2728 3171 5899

3 MONTHS 3 1 4

4 YEARS 46 19 65


any difficulty taking medications?


Frequencies




-3 REFUSED 0 1 1


1 YES 54 39 93

2 NO 2683 3102 5785

3 CAN’T DO 0 1 1

4 DON’T DO 40 47 87

Note: Taking medications is an instrumental activity of daily living; participants were instructed toexclude any difficulties expected to last less than three months.

- 63 -


hx553rea: Would Participant have any difficulty taking medications if

they needed to do so?


Frequencies





2737 3144 5881

1 YES 0 2 2

2 NO 40 45 85

Note: Taking medications is an instrumental activity of daily living; participants were instructed toexclude any difficulties expected to last less than three months.


take medications or would have difficulty if they needed to do so?

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx553re, hx553rea, y_GXX052

Frequencies




-2INAPPROPRIATEINAPPROPRIATE (HX553RE != 3 OR 4 | HX553RE = 4 &HX553REA != 1)

2777 3188 5965

1 YES 0 2 2

2 NO 0 1 1

- 64 -


hx555re: Does anyone help Participant with taking medications?

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx553re, hx553rea, hx554re, y_GXX053

Frequencies




-3 REFUSED 0 1 1

-2INAPPROPRIATEINAPPROPRIATE (HX553RE = 2 | HX553REA = -3, -1, OR2 | HX554RE = 2)

2723 3148 5871

1 YES 36 27 63

2 NO 18 15 33


help taking medications.


- 65 -


Frequencies





2741 3164 5905

1 6 5 11

2 2 4 6

3 5 4 9

4 2 3 5

5 6 3 9

6 2 2 4

7 1 2 3

8 1 0 1

10 3 1 4

11 1 1 2

12 0 1 1

14 1 0 1

15 1 0 1

18 2 0 2

20 1 1 2

50 1 0 1

52 1 0 1


Participant has had help taking medications.


- 66 -


Frequencies





2741 3164 5905

3 MONTHS 5 7 12

4 YEARS 31 20 51

hx604rea: Relationship to Participant of person who most often helps

them with selected instrumental activities of daily living (IADLs).

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx540re, hx545re, hx550re, hx555re, y_GXX054_4, y_GXX054ng_4_r, c_y_GXX054ng_4_r

- 67 -


Frequencies




-2INAPPROPRIATEINAPPROPRIATE (HX540RE != 1 & HX545RE != 1 &HX550RE != 1 & HX555RE != 1)

2678 3048 5726


1 HUSBAND 1 84 85

3 MALE PARTNER/LOVER 0 3 3

4 SON 1 8 9


20 NEPHEW 0 1 1

25 OTHER MALE NON-RELATIVE 1 0 1

31 WIFE 70 0 70

33 FEMALE PARTNER/LOVER 3 0 3

34 DAUGHTER 2 17 19

36 SISTER 1 2 3



95 OTHER NON-RELATIVE, GENDER UNKNOWN 1 0 1



2 3 5


Note: The referenced IADLs may include one or more of the following, depending on which activities theparticipant reported receiving help with: preparing hot meals (HX540RE), shopping for groceries(HX545RE), making telephone calls (HX550RE), and/or taking medications (HX555RE). If theparticipant did not report receiving help with any of these IADLs, this variable has been assigned a valueof "-2". Note: Some of the people participants reported as helping them with IADLs may also have been named as

- 68 -


helpers with BADLs (see HX601REA, HX602REA, and HX603REA). For a count of the uniqueindividuals or entities reported as helpers with activities of daily living (ADLs), please see HX600RE.


sibling who most often helps Participant with selected instrumental

activities of daily living (IADLs).


Frequencies





2699 3077 5776

101 2 5 7

102 1 6 7

103 0 9 9

104 0 4 4

105 0 1 1

201 73 87 160

203 1 0 1

301 0 1 1

302 0 1 1

303 1 0 1

Note: The referenced IADLs may include one or more of the following, depending on which activities theparticipant reported receiving help with: preparing hot meals (HX540RE), shopping for groceries(HX545RE), making telephone calls (HX550RE), and/or taking medications (HX555RE). If theparticipant did not report receiving help with any of these IADLs, this variable has been assigned a valueof "-2". Note: 100s are Child Roster ID Numbers200s are Spouse/Partner Roster ID Numbers300s are Sibling Roster ID Numbers

- 69 -



person that most often helps Participant with selected instrumental



Frequencies





2777 3191 5968

Note: The referenced IADLs may include one or more of the following, depending on which activities theparticipant reported receiving help with: preparing hot meals (HX540RE), shopping for groceries(HX545RE), making telephone calls (HX550RE), and/or taking medications (HX555RE). If theparticipant did not report receiving help with any of these IADLs, this variable has been assigned a valueof "-2". Note: 100s are Child Roster ID Numbers200s are Spouse/Partner Roster ID Numbers300s are Sibling Roster ID Numbers

hx604rec: Does insurance help pay for the hired person who most often

helps Participant with selected instrumental activities of daily living

(IADLs)?

Data source: Graduate Participant or Proxy Collected in: 2011 Mode: In person & telephoneSource variables: hx604rea, y_GXX054_4, y_GXX054a_4

- 70 -


Frequencies





2768 3176 5944


1 YES 3 5 8

2 NO 5 8 13

Note: This variable is only applicable to participants who receive most of their help with IADLs fromemployees of a facility or people whom they or their spouse hired (see HX604REA). Note: The IADLs referenced by this variable may include one or more of the following, depending onwhich activities the participant reported receiving help with: preparing hot meals (HX540RE), shoppingfor groceries (HX545RE), making telephone calls (HX550RE), and/or taking medications (HX555RE). Ifthe participant did not report receiving help with any of these IADLs, this variable has been assigned avalue of "-2".


the person who most often helps them with selected instrumental



- 71 -


Frequencies




-3 REFUSED 1 0 1


2680 3049 5729


0 NONE 4 1 5

1 3 8 11

2 8 9 17

3 5 2 7

4 7 9 16

5 2 4 6

6 0 2 2

7 3 2 5

8 1 1 2

10 2 2 4

12 0 1 1

15 0 2 2

16 1 2 3

20 2 3 5

21 0 1 1

25 2 5 7

28 1 2 3

29 0 2 2

30 19 41 60

31 34 39 73

- 72 -


Note: The referenced IADLs may include one or more of the following, depending on which activities theparticipant reported receiving help with: preparing hot meals (HX540RE), shopping for groceries(HX545RE), making telephone calls (HX550RE), and/or taking medications (HX555RE). If theparticipant did not report receiving help with any of these IADLs, this variable has been assigned a valueof "-2".

hx604ree: Typical hours of help provided per day by person who most

often helps Participant with selected instrumental activities of daily living

(IADLs).


- 73 -


Frequencies


. Sy

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In Person: Activities of Daily Living...

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