PSID-SHELF, 1968–2019: The PSID's Social, Health, and Economic Longitudinal File (PSID-SHELF), Beta Release

The <b>Panel Study of Income Dynamics–Social, Health, and Economic Longitudinal File (PSID-SHELF)</b> provides an easy-to-use and harmonized longitudinal file for the Panel Study of Income Dynamics (PSID), the longest-running nationally representative household panel survey in the world.<br><br>PSID-SHELF accentuates the PSID's strengths through <b>(1) i</b><b>ts household panel structure</b> that follows the same families over multiple decades; and <b>(2) i</b><b>ts multigenerational genealogical design</b> that follows the descendants of panel families that were originally sampled in 1968, with immigrant sample refreshers in 1997–1999 and 2017. Every individual who has ever been included in the PSID's main study is included in the PSID-SHELF data, with over 80,000 people observed, some of them across more than 40 survey waves (1968–present). The current version of PSID-SHELF includes 41 waves of survey data, ranging from 1968 to 2019.<br>The file contains measures on a wide range of substantive topics from the PSID's individual and family files, including variables on demographics, family structure, educational attainment, family income, individual earnings, employment status, occupation, housing, and wealth—as well as the essential administrative variables pertaining to key survey identifiers, panel status, sample weights, and household relationship identifiers. PSID-SHELF thus covers some of the most central variables in PSID that have been collected for many years. PSID-SHELF can easily be merged with other PSID data products to add other public-use variables by linking variables based on a survey participant’s individual and family IDs.<br>Despite a focus on longitudinally consistent measurement, many PSID variables change over waves, e.g., thanks to new code frames, topcodes, question splitting, or similar. PSID-SHELF provides harmonized measures to increase the ease of using PSID data, but by necessity this harmonization involves analytic decisions that users may or may not agree with. These decisions are described at a high level in the PSID-SHELF User Guide and Codebook, but only a close review of the Stata code used to construct variables in the data will fully reveal each analytic decision. The Stata code underlying PSID-SHELF is openly accessible not only to allow for such review but also to encourage users, as they become more comfortable with PSID, to use and alter the full code or selected code snippets for their own analytic purposes. PSID-SHELF is entirely based on publicly released data and therefore can be recreated by anyone who has registered for PSID data use.<br>Despite careful and multiple code reviews, it is possible that the code used to produce PSID-SHELF contains errors. The authors therefore encourage users to review the codes carefully, to report any mistakes and errors to us (<b>[e-mail]</b>), and take no responsibility for any errors arising from the provided codes and files. <br><br><b>Current Version</b>PSID-SHELF, 1968–2019, Beta Release 2023.01<br><br><b>Recommended Citations<br></b>Please cite PSID-SHELF in any product that makes use of the data. Anyone who uses PSID-SHELF should cite the data or the PSID-SHELF User Guide and Codebook—and, as required by the PSID user agreement, the main PSID data.PSID-SHELF data:<br>Pfeffer, Fabian T., Davis Daumler, and Esther M. Friedman. PSID-SHELF, 1968–2019: The PSID’s Social, Health, and Economic Longitudinal File (PSID-SHELF), Beta Release. Ann Arbor, MI: Inter-university Consortium for Political and Social Research [distributor], &lt;date last modified&gt;. &lt;Open ICPSR DOI&gt;.<br><br>PSID-SHELF User Guide and Codebook:<br>Daumler, Davis, Esther M. Friedman, and Fabian T. Pfeffer. 2023. PSID-SHELF User Guide and Codebook, 1968–2019, Beta Release. Data release &lt;release number&gt;. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan. &lt;Open ICPSR DOI&gt;.<br><br>The main PSID data:<br>Panel Study of Income Dynamics, public-use dataset &lt;or "restricted-use data," if appropriate&gt;. Produced and distributed by the Survey Research Center, Institute for Social Research, University of Michigan, Ann Arbor, MI: &lt;year of data retrieval&gt;.

**收入动态追踪调查（Panel Study of Income Dynamics, PSID）社会、健康与经济纵向文件（PSID-SHELF）** 为全球首个且运行时间最长的具有全国代表性的家庭追踪调查——收入动态追踪调查（Panel Study of Income Dynamics, PSID）提供了一款易用且经过统一标准化处理的纵向数据集文件。

PSID-SHELF通过两大核心优势凸显PSID的研究价值：其一为**家庭追踪调查架构**，可连续数十年追踪同一家庭的情况；其二为**多代系谱设计**，可追踪1968年首次抽样的追踪家庭的后代，并分别于1997-1999年、2017年新增移民样本刷新组。所有曾参与PSID主调查的个体均被纳入PSID-SHELF数据集，累计观测样本超8万人，其中部分样本覆盖超过40个调查波次（1968年至今）。当前版本的PSID-SHELF包含1968年至2019年的41个波次的调查数据。

该文件整合了PSID个人与家庭文件中覆盖多类核心研究主题的变量，涵盖人口统计学特征、家庭结构、受教育程度、家庭收入、个人薪资、就业状态、职业、住房与财富等维度，同时包含关键调查识别符、追踪状态、样本权重、家庭关系识别符等必要的管理变量。PSID-SHELF涵盖了PSID多年来收集的部分最核心的变量。用户可通过个体与家庭识别符将PSID-SHELF与其他PSID数据产品进行合并，以添加更多公开可用变量。

尽管致力于实现跨波次测量的一致性，但诸多PSID变量仍会随波次更新而发生变化，例如采用新的编码框架、截尾值调整、问题拆分或其他类似调整。PSID-SHELF提供了统一标准化处理后的变量，以降低PSID数据的使用门槛，但这种标准化处理不可避免地涉及部分分析决策，用户可能对此持有不同意见。相关决策的概要说明可参见PSID-SHELF用户指南与代码手册，但若要完全明晰每一项分析决策，需仔细审阅用于构建数据变量的Stata代码。PSID-SHELF配套的Stata代码完全公开，既便于用户核查，也可帮助熟悉PSID数据的用户根据自身分析需求使用、修改全部代码或部分代码片段。PSID-SHELF完全基于公开发布的PSID数据构建，所有注册使用PSID数据的用户均可复现该数据集。

尽管经过多次严格的代码审查，用于生成PSID-SHELF的代码仍可能存在错误。因此，数据集开发团队鼓励用户仔细核查代码，若发现任何错误请向我们反馈（[e-mail]），同时开发团队不对因本数据集及配套代码产生的任何错误承担责任。

**当前版本**
PSID-SHELF 1968–2019，2023.01测试版发布

**推荐引用方式**
请在所有使用本数据集的研究成果中引用PSID-SHELF。所有使用PSID-SHELF的用户均需引用该数据集或PSID-SHELF用户指南与代码手册，同时根据PSID用户协议要求，还需引用主PSID数据。
1. PSID-SHELF数据集：
Pfeffer, Fabian T., Davis Daumler, 与 Esther M. Friedman. PSID-SHELF, 1968–2019: The PSID’s Social, Health, and Economic Longitudinal File (PSID-SHELF), Beta Release. 安阿伯, 密歇根州: 政治与社会研究跨大学联合会（Inter-university Consortium for Political and Social Research, ICPSR）[发行方], <最后修改日期>. <ICPSR开放DOI>.
2. PSID-SHELF用户指南与代码手册：
Daumler, Davis, Esther M. Friedman, 与 Fabian T. Pfeffer. 2023. PSID-SHELF User Guide and Codebook, 1968–2019, Beta Release. 数据发布<发布编号>. 安阿伯, 密歇根州: 密歇根大学社会研究所调查研究中心. <ICPSR开放DOI>.
3. 主PSID数据：
收入动态追踪调查（Panel Study of Income Dynamics, PSID），公开使用数据集（若适用可替换为"受限使用数据集"）. 由密歇根大学社会研究所调查研究中心制作并发行，安阿伯, 密歇根州: <数据获取年份>.