By Etienne Breton
Health and family are inextricably tied. Their interplay is complex and dynamic, ranging from biological transmissions to the presence or absence of familial support over the life course. Elucidating these associations often requires vast datasets collected over multiple decades – to account for the ever-changing health and family circumstances of our lives. Researchers interested in investigating these questions at scale may now add a new tool to their toolkit: IPUMS family interrelationship variables are now available in IPUMS MEPS!
Also known as family pointers, these variables identify the location of a person’s probable co-resident spouse and/or parent(s) in the household. They increase reproducibility, flexibility and ease of use when analyzing family units and relationships within households. Whether interested in studying simple parent-child dyads or complex multigenerational arrangements, users may now seamlessly attach characteristics of in-household family members to a person’s records in MEPS.
IPUMS has pioneered the development of family pointers on nationally-representative samples of households and individuals, and these variables have since been added to most of our data collection projects. Their recent addition to IPUMS MEPS presents exciting opportunities owing to the unique richness of the MEPS data, which includes the possibility to eventually expand these pointers to a panel format.
How do the IPUMS MEPS family pointers compare to those in other IPUMS data collections?
The construction of these family interrelationship variables is comparable with other IPUMS microdata collections centered in the US: these are IPUMS USA1, IPUMS CPS, IPUMS ATUS and IPUMS NHIS. The logic underpinning both common and project-specific codes is best described in the rule variables (as exemplified in the variables descriptions for MEPS: SPRULE and MOMRULE). These variables detail how pointers were attributed to certain individuals and not others, which further allows users to adjust the strictness of pointer attributions.
Let us provide a very brief overview of these procedures. In IPUMS MEPS, as in other IPUMS data collections, the assignment of family pointers and the corresponding rule variables rely primarily on information provided by the variable RELATE (denoting relationship to the householder or household reference person), and additionally on information from variables AGE, SEX and MARSTAT (marital status). The vast majority of family pointers are assigned using direct links established by RELATE (i.e., when a respondent is listed as the child or spouse of the householder). In IPUMS MEPS, these direct attributions represent between 94.7% and 98.9% of all assigned pointers depending on the year and the family pointer variable under consideration.
There remains, therefore, cases that RELATE does not directly solve. For instance, RELATE identifies persons who are grandchildren of the householder but does not specify who are the parents of those grandchildren among all children of the householder. In such clear but indirect cases, our codes algorithmically assign parent-child and spouse-spouse links based on information from RELATE as well as respondents’ age and marital status. These assignments are not probabilistic but instead follow a predefined logic which relies on a small number of well-defined assumptions2. Crucially, the values of the rules variables listed above correspond to how direct (first digit) and unambiguous (second digit) each case is, with lower numbers indicating more direct and/or unambiguous cases. This means that users can rely on these rule variables to tailor the levels of directness and clarity they prefer for assigning family pointers.
Note that MEPS data are collected in a panel format: they encompass five interview rounds carried out over two calendar years. Currently, we provide family pointers for person records reported at the annual-level (or full-year consolidated files); variables reported at this level may differ from individual round-level observations, for which we do not yet offer family pointers. These variables should, therefore, be interpreted as reflecting household membership and family interrelationships within households as of December 31 of the survey year under consideration. The vast majority of family pointers are assigned using direct links established by RELATE (i.e., when a respondent is listed as the child or spouse of the householder)3.
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