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. 2007 Dec;85(4):641–690. doi: 10.1111/j.1468-0009.2007.00504.x

Table 1.

Study Characteristics

Sample Limited to
Author Data Source Study Design N Sample Population Women Caregivers Labor Force Participants Caring for Elderly Caring for Family
1. U.S. Studies Using the National Long Term Care Survey (NLTCS) and Informal Care Survey (ICS) (n = 10)
Boaz and Muller 1992 1982 NLTCS and ICS Cross-sectional survey; secondary data analysis 1,917 Adults of all ages providing unpaid care for a period of 3+ months to a nationally representative sample of functionally limited (at least 1 ADL/IADL limitation) Medicare-enrolled seniors living at home
Boaz 1996 1982 and 1989 NLTCS and ICS Cross-sectional survey; secondary data analysis 1,489 (1989); 597 (1989) ICS sample; bivariate analysis considered adults of all ages; regression analysis considered those aged 64 and under
Doty, Jackson, and Crown 1998 1989 NLTCS and ICS Cross-sectional survey; secondary data analysis 818 ICS sample; bivariate analysis considered both adults of all ages and those aged 18–64; regression analysis considered only women
Mutschler 1993 1982 NLTCS and ICS Cross-sectional survey; secondary data analysis 494 ICS sample; analysis limited to current or former labor force participants
Mutschler 1994 1982 NLTCS and ICS Cross-sectional survey; secondary data analysis 1,059 ICS sample; analysis limited to current labor force participants
Stone and Short 1990 1982 NLTCS and ICS Cross-sectional survey; secondary data analysis 1,003 ICS sample; analysis limited to children and nonspousal caregivers aged 65 and under
White-Means and Thornton 1990 1982 NLTCS and ICS Cross-sectional survey; secondary data analysis 231 ICS sample; analysis limited to 4 self-identified ethnic groups (German, Irish, English, and African Americans)
White-Means 1992 1982 NLTCS and ICS Cross-sectional survey; secondary data analysis 615 ICS sample; analysis limited to labor force participants
White-Means and Chollet 1996 1982 and 1989 NLTCS and ICS Cross-sectional survey; secondary data analysis 741 ICS sample; analysis limited to current or former labor force participants
White-Means 1997 1989 NLTCS and ICS Cross-sectional survey; secondary data analysis 326 ICS sample; analysis limited to current or former labor force participants aged 21–65
2. U.S. Studies Using the National Survey of Families and Households (NSFH) (n = 4)
Ettner 1996 1987 NSFH Cross-sectional survey; secondary data analysis 6,451 Nationally representative sample of adults aged 19 and over living in private residences in the U.S.; analysis limited to those with a living parent; caregivers included those who lived with someone who was disabled or chronically ill, or who provided care to someone outside of their home who was seriously ill or disabled ✓ OAa
McLanahan and Monson 1990 1987 NSFH Cross-sectional survey; secondary data analysis 10,785 NSFH sample; analysis limited to those aged 64 and under
Wakabayashi and Donato 2005 1987 and 1992 NSFH Longitudinal surveyb; secondary data analysis 2,638 NSFH sample; analysis limited to women aged 19–70 who were labor force participants, and who had at least 1 living nonresidential parent, step-parent, or parent-in-law in both survey years ✓ OA
Wolf and Soldo 1994 1987–1988 NSFH Cross-sectional survey; secondary data analysis 1,717 NSFH sample; analysis limited to married women with at least 1 living parent, step-parent, or parent-in-law aged 65 and over
3. U.S. Studies Using Other Data (n = 13)
Barnes, Given, and Given 1995 Original interviews and self-administered questionnaires Cross-sectional survey 118 Convenience sample of 118 adult daughters/daughters-in-law acting as primary caregivers to 1 dependent community-dwelling elderly parent or parent-in-law
Bullock, Crawford, and Tennstedt 2003 Springfield Elder Project Cross-sectional survey 119 1,975 noninstitutionalized elderly living in Springfield, Massachusetts; analysis limited to adults of any age acting as caregivers to functionally disabled elderly African Americans living in private households ✓ 60+
Chang and White-Means 1995 1982–1984 National Long Term Care Channeling Evaluation Randomized trial; secondary data analysis 1,926 Adults of all ages acting as primary caregivers to the frail elderly at risk of hospitalization at 10 sites across the U.S.
Covinsky et al. 2001 1992–1998 Caregivers of patients enrolled in the Program of All-Inclusive Care for the Elderly (PACE) Cross-sectional survey; secondary data analysis 4,592 Caregivers to frail elderly at risk of institutionalization; 11 of 12 cities across the U.S.; sample limited to labor force participants or those who left their jobs to provide care
Dentinger and Clarkberg 2002 1994–1995 Cornell Retirement and Well-Being Study (CRWB) Cross-sectional survey; secondary data analysis 763 Employees aged 50–72 of 6 large randomly selected employers in upstate New York; caregivers helped relatives or friends who were elderly or disabled; additional caregiving elements considered by this study included checking up by telephone and making care arrangements
Ettner 1995 Pooled data from 1986, 1987, and 1988 Survey of Income and Program Participation (SIPP) Cross-sectional survey; secondary data analysis 11,486 Analysis limited to women aged 35–64; among caregiving subsample, analysis limited to those providing personal assistance to parents for a health condition lasting 3+ months
Franklin, Ames, and King 1994 Postacute home care patients in Michigan Longitudinal survey 236 630 family members of patients discharged from Michigan acute care hospitals; analysis limited to female employed family members acting as primary caregivers to individuals with at least 1 ADL or 2 IADL limitations and living at home ✓ 55+
Moen, Robison, and Fields 1994 1956 and 1986 Women's Roles Survey Longitudinal survey 293 Random sample of wives and mothers from a mid-sized community in upstate New York, interviewed in 1956 and again in 1986; caregivers provided assistance to the ill, disabled, and elderly
Muurinen 1986 1980–1983 National Hospice Study (NHS) Quasi-experimental; secondary data analysis 1,445 Adults of all ages acting as primary caregivers to terminally ill cancer patients enrolled in the NHS at multiple sites across the U.S.
Pavalko and Artis 1997 1984 and 1987 National Longitudinal Survey of Mature Women Longitudinal survey; secondary data analysis 3,083 Nationally representative sample of women in the U.S.; analysis limited to those aged 47–64 in 1987; caregivers provided assistance to an ill or disabled family member
Pohl et al. 1994 Combined 2 data sets from the midwest U.S. Cross-sectional survey 159 Family caregivers to elderly individuals with at least 1 ADL limitation (n = 536) and to older adults with Alzheimer's disease (n = 229); analysis limited to adult caregiving daughters and daughters-in-law ✓ 55+
Pohl, Collins, and Given 1998 Postacute home care patients in Michigan Longitudinal survey 157 628 family members of patients discharged from Michigan acute-care hospitals; analysis limited to adult caregiving daughters and daughters-in-law to individuals with at least 1 ADL or 2 IADL limitations and living at home ✓ 55+
White-Means 1993 1982–1984 National Long Term Care Channeling Evaluation Randomized trial; secondary data analysis 454 Adults of all ages acting as primary caregivers to the frail elderly at risk of institutionalization at 10 sites across the U.S.; analysis limited to 454 African Americans
4. UK Studies (n = 6)
Arber and Ginn 1995 1985 and 1990 General Household Survey (GHS) Cross-sectional survey; secondary data analysis 11,879 Nationally representative sample of adults aged 16 and older living in private households; analysis limited to those aged 20–60; caregivers were regularly caring for someone in a private residence who was sick, handicapped, or elderly
Carmichael and Charles 1998 1985 GHS Cross-sectional survey; secondary data analysis 7,269 GHS sample; limited to women aged 21–59
Carmichael and Charles 2003a 1990 GHS Cross-sectional survey; secondary data analysis 5,463 GHS sample; limited to women aged 18–59
Carmichael and Charles 2003b 1990 GHS Cross-sectional survey; secondary data analysis 10,098 GHS sample; limited to women aged 18–59 and men aged 18–64
Carmichael et al. 2005 1992 and 1999 British Household Panel Survey (BHPS) Longitudinal survey; secondary data analysis 7,836 Nationally representative survey of 10,000 adults living in private households in the UK; analysis limited to working-aged adults; caregivers provided regular service to someone who was sick, disabled, or elderly
Henz 2004 1994–1995 Family and Working Lives Survey Cross-sectional survey; secondary data analysis 1,259 Nationally representative 2-stage sample of adults aged 16–69 living in private households in the UK; analysis limited to individuals who cared for someone for at least 3 months who was sick, disabled, or elderly
5. Canadian and European Studies (n = 2)
Keating et al. 1999 1996 General Social Survey Cross-sectional survey 1,366 Nationally representative sample of 12,000 individuals aged 15 and over living in private households in Canada; labor supply subanalysis limited to adults aged 18–64 providing unpaid care to seniors with a long-term health condition lasting at least 6 months
Spiess and Schneider 2003 1994 and 1996 waves of the European Community Household Panel Longitudinal survey; secondary data analysis 6,390 Sample of 127,000 adults aged 16 and over living in private residences in 12 European countries; bivariate analysis limited to women aged 45–59; regression analysis further limited to labor force participants; caregivers provided regular assistance to adults who needed special help as a result of old age, illness, or disability
a

OA = caregiving to older adults who may not be over 65 years of age; 60+ or 55+ denotes caregiving to adults aged 60+ or 55+.

b

Longitudinal surveys are considered to be cross-sectional in the study design column if only one wave of data was considered or if multiple years of data were pooled.