The HILDA Household Panel Survey Overview
The HILDA survey, funded by the Australian Government, is a multi-purpose survey conducted by the Melbourne Institute of Applied Economic and Social Research. It covers key design features, survey instruments, and a range of topics including household demographics, employment, education, income, family dynamics, and more. With a detailed history since its inception in 2001, the survey includes various modules and questionnaires to capture comprehensive data on Australian households and individuals.
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The Development of a Successful Household Panel Survey: The HILDA Experience Mark Wooden Project Director, HILDA Survey
About HILDA: Introduction Funded and owned by Australian Government Multi-purpose survey Modelled on other household panels BHPS, SOEP Survey manager = Melbourne Institute of Applied Economic & Social Research (University of Melbourne) Fieldwork subcontractor = Roy Morgan Research Unit record data available (under license) Want to know more? Articles in The Economic Record, June 2007 and Australian Economic Review, September 2010 www.melbourneinstitute.com/hilda/ www.melbourneinstitute.com
About HILDA: Key Design Features Commenced (in 2001) with national probability sample of households Area-based clustered / stratified sample design Annual survey waves Follow all original hh members and offspring indefinitely Sample augmented with hh joiners Interview all adults Face-to-face where possible CAPI / CATI technology Refreshment (top-up) sample added in wave 11 Cash incentives paid www.melbourneinstitute.com
Survey Instruments Household Form Key identifiers / Changing HH membership / HH relationships / Reasons for non-response Household Questionnaire Collects hh level data from relevant HH member Continuing Person Questionnaire All persons 15+ who have previously been interviewed New Person Questionnaire All persons 15+ who have never previously been interviewed Self-completion Questionnaire All interview respondents; 16 pp, expanded to 20 from W5 www.melbourneinstitute.com
Whats In It? HQ / CPQ Core: Child care Housing Education Employment status Job characteristics Job search Calendar Income Family formation Partnering & relationships Living in Australia Disability, Life satisfaction, Spatial mobility, Caring Tracking Interview situation Special modules : W1 (+NPQ) = Personal history W2 = Wealth W3 = Retirement W4 = Youth issues; Private health insurance W5 = Family formation W6 = Wealth W7 = Retirement; Lifestyle W8 = Family formation; Non- cores. relationships W9 = Health W10 = Wealth W11 = Family formation; Retirement W12 = Skills & abilities; Non- cores. relationships www.melbourneinstitute.com
Whats In It? SCQ Health and well-being(SF36, Kessler 10, serious health conditions) Health behaviours(smoking, drinking, exercise, height / weight, diet) Social capital / relationships(satisfaction with family, social support, community participation, religion) Neighbourhood characteristics Life events Time use Finances(stressful financial events, savings habits, risk preference, h hold expend) Job attributes Parenting(parenting stress / work family gains and strains) Attitudes to work / gender roles / marriage Personality www.melbourneinstitute.com
Indicators of Success We are still going! Funded renewed until wave 16 And total funding has increased Response / attrition rates are good to excellent Data usage is high Strong evidence of validity www.melbourneinstitute.com
Response in 2001 was good HH response In-scope sample = 11,693 7682 cooperating households = 66% RR Individual response W1 individual sample = 15,127 persons 13,969 respondents = 92% RR Sample reasonably representative, but Sydney residents under-represented People from a NESB under-represented Males less likely to complete a PQ (but no less likely to be a CSM) www.melbourneinstitute.com
Response in 2011 was better 80 70 60 50 40 30 20 10 0 HILDA Wave 1 (2001) HILDA Top-up (2011) USoc: UKHLS (2009-10) SOEP H (2006) www.melbourneinstitute.com
Response in 2011 was better 80 70 60 50 40 30 20 10 0 HILDA Wave 1 (2001) HILDA Top-up (2011) USoc: UKHLS (2009-10) SOEP H (2006) www.melbourneinstitute.com
Retention is High (Annual Re-interview Rates: HILDA, BHPS & GSOEP) 100 95 90 % BHPS* 85 GSOEP AB 80 75 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Wave www.melbourneinstitute.com
Retention is High (Annual Re-interview Rates: HILDA, BHPS & GSOEP) 100 95 90 % HILDA 85 BHPS* GSOEP AB 80 75 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Wave www.melbourneinstitute.com
Fieldwork Outcomes: W1 Adults 100% 90% 80% Dead Overseas Lost NR - not issued NR - non-contact NR - contact Respondent 70% 60% 50% 40% 30% 20% 10% 0% W2 W3 W4 W5 W6 W7 W8 W9 W10 www.melbourneinstitute.com
Tracking Movers 22-23% of all hh s change address b/w each survey wave Pre-field office activity Notifications (1800#, change of address card, email) Matching to Australia Post Returns to sender Move indicator variable Other household members Contact information collected at previous ivw Neighbours Other community resources Online White Pages www.melbourneinstitute.com
Minimising Refusals MARKETING / RESPONDENT ENGAGEMENT PAL and brochure, newsletter / Stat report 1800 number PERSISTENCE 2-3 stage fieldwork NRs re-issued in later waves GOOD PEOPLE Selection and continuity of interviewers Training / interviewer engagement RESPONDENT INCENTIVES www.melbourneinstitute.com
Data User Numbers Release 1 2 3 4 5 6 7 8 9 10 (@19 July) Total data orders 204 265 279 329 387 401 455 431 500 426 New users 204 169 157 176 196 176 199 125 141 132 Cumulative total 202 373 530 706 902 1078 1277 1402 1543 1675 www.melbourneinstitute.com
Publication Count Journal articles 5 Books / book chapters 0 Other Working papers 3 Year publications 0 2002 2003 6 2 2 8 2004 24 4 8 15 2005 24 3 8 21 2006 25 1 19 23 2007 35 0 11 35 2008 38 0 23 35 2009 47 7 27 35 2010 52 6 20 30 2011 64 0 36 42 2012 / forthcoming 52 0 17 14 TOTAL 372 23 171 261 www.melbourneinstitute.com
Promoting Data Use Well-documented, user-friendly data sets User Manual Other on-line tools (e.g., PanelWhiz) Discussion Papers / Technical Papers User training and panel data analysis courses Biennial research conference Membership of CNEF Presentations to different stakeholders Annual Statistical Report Study-specific web site User email list www.melbourneinstitute.com
Research Uses: Key Features Topic coverage extremely broad www.melbourneinstitute.com
Research Topics: Just a Few Examples! Income and wealth Poverty dynamics Distribution of household wealth Retirement savings Labour supply / Unemployment LFP and health Family policy and couples LS Impact of child care costs Forgone earnings of mothers Employment Working hours mismatch Casual employment transitions Part-time employment and wages Job insecurity Responses to long hours Gender inequity Marriage and family Patterns of cohabitation Children s living arrangements Post-separation contact with children Childlessness Predictors of marital separation Subjective well-being Adaptation to life events Predictors / correlates of life satisfaction Mental health and: welfare reliance retirement housing affordability joblessness job quality www.melbourneinstitute.com
Research Uses: Key Features Topic coverage extremely broad Three key types of studies i. Innovative content / questions ii. Unobserved heterogeneity iii. Dynamics of change (and persistence) Still many cross-sectional analyses www.melbourneinstitute.com
Policy Impacts: Examples Key input into Government s Pension Review Annual Wage Reviews RBA Household debt and risk Effect of the superannuation guarantee on household saving Productivity Commission Paid Parental Leave report www.melbourneinstitute.com
Keys to Success: Response Expectations of fieldwork agency Motivated interviewer workforce Long fieldwork period Persistence Cash incentives www.melbourneinstitute.com
Keys to Success: Other Ingredients Champions (and lots of them) Money (and lots of it) Imitation Good people Many users Luck www.melbourneinstitute.com
Other Issues To Think About (I) Sample Population, dwellings, households Clustered / stratified Dealing with future immigration What mode? Interviewer administered vs self-administered Single mode vs mixed mode or multi-mode Respondent burden How to reach non-English speakers? www.melbourneinstitute.com
Other Issues To Think About (II) Making use of technology Dependent data / On-line options How much value adding? Data cleaning / Weights / Imputation / Derived variables Confidentiality vs data access Linkages to admin. data Scientific stewardship / Stakeholder involvement www.melbourneinstitute.com
The Development of a Successful Household Panel Survey: The HILDA Experience Mark Wooden Project Director, HILDA Survey
