Aging and life experience in adulthood. Research data.

Developmental Psychology

Authors(s) / Creator(s)

Baltes, Margret
Lang, Frieder

Abstract

In this research project the empirical usefulness of the metamodel "Selektiven Optimierung mit Kompensation " (SOK; or selective optimization with compensation, SOC, Baltes, 1998; Baltes & Carstensen, 1999) was examined. It was analyzed whether the use of selection, optimization, and compensation is associated with an improved adaptability of the individual. A total of 480 adults aged 20-90 years (stratified by age and gender) took part in the investigation.
The SOC model posits that individuals use the strategies of selection, optimization, and compensation to adjust to age-related changes. The SOC model consists of 3 components (Baltes & Carstensen, 2003): Selection describes a goal-dependent constriction of life- or functional areas. Two forms of selection can be distinguished (Freund & Baltes, 2000): Elective selection refers to an arbitrary, self-regulated selection of goals or functional areas while loss-based selection is a selection of goals (functional areas) in response to internal or external circumstances. Optimization refers to the refinement and improvement of resources in selected areas of functioning. Compensation is generally regarded as a response to actual or anticipated losses, and refers to the use of new and alternative means of achieving a goal.

As part of the research project different survey methods were used, among them measures of psychological well-being, loneliness, social motives, life investment, affectivity, health, cognitive performance and social relationships. To assess the components of the SOC model a specially developed questionnaire was used and tested (Baltes et al., 1999). A good reliability and construct validity of the questionnaire was shown, proving it capable of capturing psychological adaptability across a wide range of ages. In addition, it was found that older adults used elective selection more frequently than young- and middle-aged adults while rarely using loss-based selection, optimization, and compensation. These age differences were related to resource availability: Healthy, cognitively high functioning, emotionally stable, and socially well-integrated adults with only limited resources at their disposal more often implemented loss-based selection strategies, optimization, and compensation as an adult.

The results of the research project are consistent with basic assumptions of the model of selective optimization with compensation for the area of general life management and regulation of social integration in adulthood. The findings show that beyond the effects on biological, psychological, and social resources, individuals can better cope with development-related challenges if they use components of the metamodel of selective optimization with compensation.

Persistent Identifier

https://doi.org/10.5160/psychdata.lgfr97al01

Year of Publication

2012

Funding

German Research Foundation (DFG)

How to cite

Baltes, M. & Lang, F. (2012). Aging and life experience in adulthood. Research data. (Version 1.0.0) [Data and Documentation]. Trier: Research Data Center at ZPID. https://doi.org/10.5160/psychdata.lgfr97al01

Study Description

Research Questions/Hypotheses:

This project was based on the following research questions:

  1. In a heterogeneous sample of young, middle-aged and old adults, which test attributes does the Selective Optimization with Compensation Questionnaire have?
  2. Can age-related differences in the use of the SOK components be demonstrated? What is the association between the SOK components and indicators of subjective well-being?
  3. To what extent are the SOK components able to be empirically proved and specified within the context of the socio-emotional selectivity theory?

Research Design:

Combined Standardized Survey Instruments (Combination of various standardized sections); single measurement

Measurement Instruments/Apparatus:

In this project, various instruments were used, some of which had already been further developed and tested in the Berlin Age Study (cf. Baltes & Lang, 1997). Besides the telephone interview, 6 questionnaires were part of the actual survey. Each of the instruments are listed in the following, in the order in which they were presented to the participants. Each of the descriptions can be looked up in the corresponding literature.

Personal data: Demographic data, health status, life satisfaction, notable life event (Lüdtke, Tomasik & Lang, 2003).

Questionnaire A (self descriptions): German version of the Philadelphia Geriatric Morale Scale (PGCMS; cf. Lang & Heckhausen, 2001; Lawton, 1975; Smith & Baltes, 1996); Future Perspectives Scale (Carstensen & Lang, 1996; Lang & Carstensen, 2002); Social Motives Questionnaire (unpublished document); German version of the 8-Item Short Form of the UCLA Loneliness Scale (Smith & Baltes, 1996; Russell et al., 1984); German version of the RYFF Scale of Psychological Well-Being (cf. Ryff &Keyes, 1995); German version of the “Personal Control Inventory” from Pulkkinen & Rönkä (1994; Lang, 2000); German version of the “Big Five Inventory” (John, Donahue, & Kentle, 1991; Lang, Lüdtke & Asendorpf, 2001); Assessment of Life Investment (Staudinger et al., 1996; Staudinger & Fleeson, W., 1995); Positive Affect and Negative Affect Scale (PANAS; Watson, Clark & Tellegen, 1988; Smith & Baltes, 1996); Selective Optimization with Compensation Questionnaire (Baltes et al, 1999).

Questionnaire B: Cognitive performance was assessed using the three scales perception speed (digit symbol and digit letter), word flow (words with the initial letter “s” and “find words”) and general knowledge (cf. Lindenberger & Reischies, 1999).

Questionnaire C (health): German version of the SF-36 Health Survey (Bullinger, Kirchberger, & Ware, 1995); German version of the Symptom Checklist–90–R (SCL-90-R; Derogatis & Cleary, 1977); German version of the Center for Epidemologic Studies –Depression Scale (CES-D; Radloff, 1977); Simple and Tandem Romberg Test (Steinhagen-Thiessen & Borchelt, 1996; cf. also Tinetti, 1986).

Questionnaire D (social relationships): Social Relationships Questionnaire (Kahn & Antonucci, 1980, Wagner, Schütze & Lang, 1996).

Questionnaire E: Card-laying technique for the assessment of social goals and partner preferences (Lang & Carstensen, 2002).

Questionnaire F: Yesterday Interview (Baltes et al., 1996).

Data Collection Method:

Data collection in the presence of an experimenter

  • Individual Administration
  • Paper and Pencil

Population:

Population of Berlin aged 20-90 years

Survey Time Period:

1996 to 1999

Sample:

Stratified, systematic Sample

Gender Distribution:

50% female subjects (n=240)
50% male subjects (n=240)

Age Distribution: 20-40 years, 45-65 years and 70-90 years

Spatial Coverage (Country/Region/City): Germany/-/Berlin

Subject Recruitment:

The addresses of the participants were initially obtained from the Berlin population register by means of a probability selection. Fifty addresses were drawn from each cohort of men and women born between 1907 and 1926, 1932 and 1951 and 1957 and 1976. All addresses were randomised again in a new random procedure. Of the 1531 young, middle-aged and old adults contacted on the basis of the random list, 1022 people (66.8 %) took part in a short telephone interview. Of these, 8 men and 8 women in each of the 60 birth cohorts were recruited to take part in the study. This strategy led to an ‘oversampling’, so that a total of 546 people took part in the study. Finally, in order to minimise possible ‘sampling effects’, only the complete data of the first eight participants in each age cohort and gender group were included. This made it possible to achieve a fully balanced design by age cohort and gender with N = 480 (31.4 %) participants (80 men and 80 women aged 20-40 years, 45-65 years and 70-90 years respectively).

If participants were not mobile for personal reasons (e.g. childcare, physical disability), they were either visited at home by an interviewer (N = 70) or taken by a taxi service (N = 82). All respondents received DM 50 for their participation.

Sample Size:

480 individuals

Return/Drop Out:

The 480 study participants correspond to 31.3 % of the total 1531 people contacted before the beginning of the study. Of these 1531 people, 1022 (66.8 %) took part in a short telephone interview at initial contact. Selectivity analyses show marginal effects of sample selectivity (d< 0,25). The study participants were more educated and happier with their health than non-participants (Lüdtke, Tomasik & Lang, 2003).

lgfr97al01_readme_d.txt
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lgfr97al01_readme_e.txt
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lgfr97al01_fd1.txt
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lgfr97al01_fd2.txt
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lgfr97al01_kb1.txt
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Description: German codebook of the research data file lgfr97al01_fd2.txt

Position Name Label Valid Values Missing Values
1
ID
Studienteilnehmernummer
10708-27646 "ganze Zahlen"
99 "fehlender Wert"
2
TSTAT
Teilnahmestatus
0 "Zelle voll" 1 "keine Reaktion" 2 "Verzogen oder Unbekannt" 3 "brieflich abgesagt" 4 "telefonisch abgesagt" 5 "abgesucht und Telefoninterview verweigert" 6 "abgesagt, Telefoninterview teilgenommen" 7 "hat Studie 1 abgebrochen" 8 "an Studie 1 vollständig teilgenommen" 9 "hat Studie 2 oder Studie 3 abgebrochen" 10 "hat an Studie 2 oder Studie 3 teilgenommen" 11 "Teilnehmer ist verstorben" 71 "nicht mehr für Zelle benötigt" 72 "verzogen, nicht mehr benötigt" 73 "brieflich abgesagt, nicht mehr benötigt" 74 "telefonisch abgesagt, nicht mehr benötigt" 75 "abgesucht und Telefoninterview verweigert, nicht mehr benötigt" 76 "abgesagt, Telefoninterview teilgenommen, nicht mehr benötigt" 78 "zur Teilnahme bereit, z.Z. nicht benötigt" 79 "unvollständige Rekrutierung, da Studie 1 beendet" 88 "aufgrund von LEA-Ang. nicht angeschrieben"
99 "fehlender Wert"
3
SEX
Geschlecht
1 "Mann" 2 "Frau" 0 "Kein Telefoninterview durchgeführt"
9 "fehlender Wert"
4
AKSEX
Telefoninterview: Geschlecht
1 "männlich" 2 "weiblich" 0 "Kein Telefoninterview durchgeführt"
9 "fehlender Wert"
5
AKDTIDD
Telefoninterview: Datum Interviewtag
1-31 "Interviewtag"
0 "Kein Telefoninterview durchgeführt" 99 "fehlender Wert"
6
AKDTIMM
Telefoninterview: Datum Interviewmonat
1 "Januar" 2 "Februar" 3 "März" 4 "April" 5 "Mai" 6 "Juni" 7 "Juli" 8 "August" 9 "September" 10 "Oktober" 11 "November" 12 "Dezember"
0 "Kein Telefoninterview durchgeführt" 99 "fehlender Wert"
7
AKDTIYY
Datum Interviewjahr
1997-1998 "Interviewjahr"
0 "Kein Telefoninterview durchgeführt" 9999 "fehlender Wert"
8
AKTEILN
Telefoninterview: Studienteilnahme
1 "Teilnahme" 2 "Nichtteilnahme" 0 "Kein Telefoninterview durchgeführt"
7 "fehlender Wert: Angabe verweigert" 8 "fehlender Wert: Weiß nicht" 9 "fehlender Wert"
9
AKT
Telefoninterview: Telefoninterview vollständig
1 "vollständig durchgeführt" 2 "nicht vollständig durchgeführt" 0 "Kein Telefoninterview durchgeführt"
7 "fehlender Wert: Angabe verweigert" 8 "fehlender Wert: Weiß nicht" 9 "fehlender Wert"
10
AKBERLIN
Telefoninterview: geboren in Berlin
1 "ja" 2 "nein" 0 "Kein Telefoninterview durchgeführt"
7 "fehlender Wert: Angabe verweigert" 8 "fehlender Wert: Weiß nicht" 9 "fehlender Wert"
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Position Name Label Valid Values Missing Values
1
ID
Studienteilnehmernummer
10708-27646 "Ganze Zahlen"
99 "Fehlender Wert"
2
AD1NPID
Fragebogen zu Sozialen Beziehungen: Reihenfolge der Nennungen
0-58 "Angabe der Reihenfolge"
99 "Fehlender Wert"
3
AD1CIR
Fragebogen zu Sozialen Beziehungen: Kreiszuordnung
1 "erster Kreis" 2 "zweiter Kreis" 3 "dritter Kreis"
7 "Fehlender Wert: Angabe verweigert" 8 "Fehlender Wert: Weiß nicht" 9 "Fehlender Wert: Ohne Kreis"
4
AD1AD
Fragebogen zu Sozialen Beziehungen: Zusätzlich genannte Person
1 "ja, zusätzlich genannt" 2 "nein, nicht zusätzlich genannt"
7 "Fehlender Wert:Angabe verweigert" 8 "Fehlender Wert:Weiß nicht" 9 "Fehlender Wert"
5
AD1SEX
Fragebogen zu Sozialen Beziehungen: Geschlecht der Netzwerkpartner
1 "männlich" 2 "weiblich"
7 "Fehlender Wert:Angabe verweigert" 8 "Fehlender Wert:Weiß nicht" 9 "Fehlender Wert"
6
AD1REL
Fragebogen zu Sozialen Beziehungen: Beziehung zum Netzwerkpartner
2 "EhepartnerIn/Lebensgefährte/in" 3 "Tochter" 4 "Sohn" 5 "Enkelin" 6 "Enkel" 7 "Urenkel/Urenkelin" 8 "Schwiegertochter" 9 "Schwiegersohn" 10 "Stief-, Pflege-, Adopivtochter" 11 "Stief-, Pflege-, Adoptivsohn" 12 "Schwester" 13 "Bruder" 14 "Schwägerin" 15 "Schwager" 16 "Nichte" 17 "Neffe" 18 "Cousine/Base" 19 "Cousin/Vetter" 20 "Mutter" 21 "Vater" 22 "Tante" 23 "Onkel" 24 "Schwiegermutter" 25 "Schwiegervater" 26 "Stief-, Pflege-, Adoptivmutter" 27 "Stief-, Pflege-, Adoptivvater" 28 "Großmutter" 29 "Großvater" 30 "Schwester der/des Oma/Opa" 32 "Urgroßmutter/Urgroßvater" 33 "Geschiedene Ehepartnerin" 34 "Sonstige Verwandte" 35 "Freund/in" 36 "Nachbar/in" 37 "Bekannte/r" 38 "Arbeitskolleg/in" 39 "Vereinskamerad/in" 41 "Bezahlte Dienstleister" 42 "Ärztin/Arzt" 43 "Pfarrerin/Pfarrer" 44 "Ehrenamtliche Hilfe" 45 "Sonstige Personen" 46 "Lebensgefährte der Mutter" 47 "Lebensgefährtin des Vaters" 48 "Vater/Mutter des Sohnes" 49 "Vater/Mutter der Tochter" 50 "Verwandte des Schwiegersohns" 51 "Verwandte der Schwiegertochter" 52 "Tochter/Sohn des/der Lebenspartners/in" 53 "Verwandte des/der Lebenspartners/in" 54 "Halbgeschwister" 55 "Stiefenkel" 56 "Großcousine" 57 "angeheiratete/r Nichte/Neffe" 58 "angeheiratete/r Cousin/e" 59 "Verwandte des/der Cousin/e" 60 "Verwandte des/der Neffen/Nichte" 61 "angeheiratete Verwandte der Enkel" 62 "Exschwiegereltern-, Exschwagerbeziehung" 63 "Beziehung des/der ExSchwiegereltern/Exschwager" 64 "Verwandte des/der Schwagers/Schwägerin" 65 "Nichtverwandte/r Lebenspartner/in" 66 "Nichtverwandte/r Sohn/Tochter" 67 "Nichtverwandte/r Enkel/in" 68 "Nichtverwandte/r Vater/Mutter" 69 "Beziehung Schwiegervater, -mutter" 70 "fiktive Verwandte" 71 "Familienfreund" 72 "Freund/in des/der Lebenspartners/in" 73 "Beziehung des/der Freund/in" 74 "alle Beziehungen zu Arbeitskollegen" 75 "alle Beziehungen zu Nachbarn" 76 "alle Beziehungen zu Dienstleistern/Freunden" 77 "Patenkind" 78 "Beziehung des Patenkindes" 79 "Patentante/-onkel" 80 "Klient/in, Patient/in, Gefangener/in, Betreuer/in" 81 "Dienstleister und Freund" 82 "Nachbar und Freund" 83 "Arbeitskollege und Freund" 84 "Vorgesetzte/r" 85 "Trainer/in, Lehrer/in" 86 "Mitbewohner" 87 "Kommilitone/in, Schulkamerad/in" 88 "Nichtverwandter von Geschwistern" 89 "alle Beziehungen zu Kollegen/Freunden" 96 "Gruppen mehrerer Personen"
97 "Fehlender Wert:Angabe verweigert" 98 "Fehlender Wert" 99 "Fehlender Wert:Netzwerkpartner ohne Kreis"
7
AD1NPAG
Fragebogen zu Sozialen Beziehungen: Alter des Netzwerkpartners
0-96 "Alter in Jahren"
97 "Fehlender Wert:Angabe verweigert" 98 "Fehlender Wert:Weiß nicht" 99 "Fehlender Wert"
8
AD1RELY
Fragebogen zu Sozialen Beziehungen: Beziehung seit dem Jahr 19xx
1910-1998 "Jahresangabe"
9997 "Fehlender Wert:Angabe verweigert" 9998 "Fehlender Wert:Weiß nicht" 9999 "Fehlender Wert"
9
AD1EVAY
Fragebogen zu Sozialen Beziehungen: Jahr der Erhebung
1997-1998 "Jahresangabe"
9999 "Fehlender Wert"
10
AD1NPAI
Fragebogen zu Sozialen Beziehungen: Aktiver Einfluss des Netzwerkpartners
0 "Nein" 1 "Ja"
7 "Fehlender Wert:Angabe verweigert" 8 "Fehlender Wert:Weiß nicht" 9 "Fehlender Wert"
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Utilized Test Methods
Baltes, M., Maas, I., Wilms, H.-U., & Borchelt, M. (1996). Alltagskompetenz im Alter: Theoretische Ueberlegungen und empirische Befunde. In K. U. Mayer & P. B. Baltes (Hrsg.), Die Berliner Altersstudie (S. 525-542). Berlin: Akademie Verlag.
PSYNDEX
Baltes, P. B., Baltes, M. M., Freund, A. M., & Lang, F. (1999). The measurement of selection, optimization, and compensation (SOC) by self report: Technical report . Max-Planck-Institut für Bildungsforschung, Berlin: Materialien aus der Bildungsforschung Nr. 66.
Bullinger, M., Kirchberger, I., & Ware, J. (1995). Der deutsche SF-36 Health Survey. Zeitschrift für Gesundheitswissenschaft, 3, 21–36.
PSYNDEX
Carstensen, L. L., & Lang, F. R. (1996). Future Orientation Scale. Unpublished manuscript, Stanford University.
Derogatis, L. R., & Cleary, P. A. (1977). Confirmation of the dimensional structure of the SCL-90: A study in construct validation. Journal of Clinical Psychology, 33, 981–989.
John, O. P., Donahue, E. M., & Kentle, R. L. (1991). The "Big Five" Inventory - Versions 4a and 54 . University of California, Berkeley: Institute for Personality and Social Research.
Kahn, R.L., & Antonucci, T.C. (1980). Convoys over the life course: Attachment, roles, and social support. In P.B. Baltes & O.G. Brim (Eds.), Life-span development and behavior (pp. 254-283). New York: Academic Press.
Lang, F. R., Lüdtke, O. & Asendorpf, J. B. (2001). Testgüte und psychometrische Äquivalenz der deutschen Version des Big Five Inventory (BFI) bei jungen, mittelalten und alten Erwachsenen. Diagnostica, 47, 111–121.
PSYNDEX
Lawton, M.P. (1975). The Philadelphia Geriatric Center Morale Scale: A revision. Journal of Gerontology, 30, 85-89.
Lindenberger, U. & Reischies, F. (1999). Limits and potentials of intellectual functioning in old age. In P. B. Baltes & K.U. Mayer (Eds.), The Berlin Aging Study (pp. 329–359). Cambridge: Cambridge University Press.
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Further Reading
Baltes, M. M. (1998). The psychology of the oldest-old: The fourth age. Current Opinion in Psychiatry, 11, 411-415.
PSYNDEX
Baltes, M. M., & Carstensen, L. L. (1999). Social psychological theories and their application to aging: From individual to collective social psychology. In V. L. Bengtson & K. W. Schaie (Eds.), Handbook of theories of aging (pp. 209-226). New York: Springer.
Baltes, M. M., & Lang, F. R. (1997). Everday functioning and successful aging: The impact of resources. Psychology and Aging, 12 , 433-443.
Baltes, M.M., & Carstensen, L. L. (2003). The process of successful aging: Selection, optimization, and compensation. In U. M. Staudinger & U. Lindenberger (Eds.), Understanding human development:Dialogues with lifespan psychology (pp. 81-104). Boston: Kluwer Academic Publishers.
PSYNDEX
Carstensen, L. L. (1993). Motivation for social contact across the life span. A theory of socioemotional selectivity. In J. Jacobs (Ed.), Nebraska symposium on motivation: Developmental perspectives on motivation (Vol. 40, pp. 209-254). Lincoln: University of Nebraska Press.
Carstensen, L. L., Isaacowitz, D. M., & Charles, S. T. (1999). Taking time seriously: A theory of socioemotional selectivity. American Psychologist, 54, 165-181.
Freund, A. M., & Baltes, P. B. (2002). Life-management strategies of selection, optimization, and compensation: Measurement by self-report and construct validity . Journal of Personality and Social Psychology, 82(4), 642-662.
PSYNDEX
Heckhausen, J., & Schulz, R. (1995). A life span theory of control. Psychological Review, 102, 284-302.
PSYNDEX
Lang, F. R. (2000). Endings and continuity of social relationships: Maximizing intrinsic benefits within personal networks when feeling near to death? Journal of Social and Personal Relationships, 17, 157-184.
PSYNDEX
Lang, F. R., & Baltes, M. M. (1997-a). Being with people and being alone in late life: Costs and benefits for everyday functioning. International Journal of Behavioral Development, 21 , 729-746.
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