CHARLS Core Modules by Wave (2011–2020)
Module Theme Description 2011 2013 2015 2018 2020
Demographic_Background Core demographics Age, sex, ethnicity, hukou, birth place, migration history for main respondent and spouse.
Family_Information Family structure Household roster, parents, children, siblings, intergenerational links, co-residence, living arrangements.
Family_Transfer Intergenerational transfers Time and financial transfers to/from parents, parents-in-law, children, and other relatives.
Health_Status_and_Functioning Self-reported health & functioning Self-rated health, chronic conditions, ADL/IADL, pain, depression screening, cognitive tests.
Health_Care_and_Insurance Health care utilization & insurance Enrolment in health insurance schemes, outpatient visits, inpatient stays, OOP spending.
Household_Income Household income & expenditures Total household income from wages, self-employment, agriculture, transfers; major expenditures and public transfers.
Individual_Income Individual income & assets Individual-level labour income, private transfers, asset income, and debts.
Housing_Characteristics Housing & dwelling Housing tenure, dwelling quality, construction materials, facilities, and neighborhood characteristics.
Child Children Detailed roster of biological, step, and adopted children, including demographics, location, and contact.
Parent Parents Information on respondents’ parents and parents-in-law: survival, health, support exchanges.
HHmember_or_Household_Member Household members Constructed dataset of all household members, with IDs consistent across waves.
Other_HHmember Other household members Loop dataset for other household members not captured in main parent/child loops.
Community_PSU Sampling units Primary sampling unit identifiers (community / PSU), used for survey design and clustering.
Sample_Infor Sample information Response status, refresh-sample markers, death indicators, and interview dates by wave.
Weights Survey weights Cross-sectional (and biomarker) weights for each wave; panel weights need to be constructed by users.
Work_Retirement_and_Pension Labour, retirement & pensions Employment status, job history, retirement status, pension coverage and benefit receipt.
Sibling_and_Spousal_Sibling Extended kin network Constructed datasets on respondents’ siblings and spouses’ siblings, including demographics and location.
Exit_Interview_or_Exit_Module Exit interviews Interviews with proxies for deceased or permanently incapacitated respondents (health, care, economic consequences).
Verbal_Autopsy Cause-of-death module Detailed verbal-autopsy module to assign probable cause of death based on symptoms and events before death.
COVID_Module COVID-19 shock Questionnaire on COVID-19 exposure, prevention, behavioural changes and economic impacts.
Biomarker Physical measurements Height, weight, waist circumference, blood pressure, grip strength, lung function, balance, walk speed.
Blood Venous blood assays Laboratory blood biomarkers (e.g., hsCRP, HbA1c, lipids, creatinine, cystatin C) for a subsample.
Cognition_HCAP Cognition & HCAP sub-study Extended cognitive battery and HCAP sub-sample for detailed neurocognitive assessment.
Pension_Detail Pension institutions & schemes Detailed institutional questions on different pension schemes and eligibility (government, enterprise, rural, etc.).
Insider Internal interview information Interviewer-facing internal variables, alerts, or flags specific to the 2018 wave.
Interviewer_Observation Interviewer observations Interviewer-rated information on respondent cooperation, cognitive status, and interview conditions.