Compact Codebook CogEcon 2017 Public (Version 2.0)
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1 Compact Codebook CogEcon 2017 Public (Version 2.0) Table of Contents I. IDs and demographics (from CogUSA) Variables 1-13 II. Sample and system variables Variables III. Constructed variables Variables IV. Cog Econ 2017 survey content Variables Key: Variable = Name of variable in dataset Obs = Number of non-missing observations Min = Minimum value Max = Maximum value Label = Variable label
2 1 sampid Unique ID 2 chhid cogusa household id variable (sampid) 3 cpn cogusa person number id variable (sampid) 4 birthyr R YEAR BORN 5 gender gender 6 female female 7 race race 8 hispanic R HISPANIC/LATINO 9 white white/majority 10 black black 11 hs_deg high school degree 12 coll_deg college degree 13 educ education 14 c5_wrandom c5 wealth question order 15 c5_incentive_random c5 FeeX incentive randomization 16 c5_result c5 outcome 17 c5_compmo c5 month completed 18 c5_compyr c5 year completed 19 c5_lastq Last question presented to R 20 c5_age_m Age (in months) at c5 21 c5_age_y Age (in years) at c5 22 c5_birth_flag Birth day and/or month missing? 23 c5_relstat c5 relationship status 24 c5_relstat_chng c5 rel stat changed 25 c5_finr FinR? 26 c5_finr_how how c5_finr coded 27 c5_a A0: self-rated health condition? 28 c5_a A1: R uses ? 29 c5_a A3: How often R checks 30 c5_a A4: How often R uses Internet other than 31 c5_a4_a A4_A: Electronic devices used last year 32 c5_a4_a_smartphone A4_A: used smartphone last year 33 c5_a4_a_laptop A4_A: used laptop last year 34 c5_a4_a_tablet A4_A: used tablet last year 35 c5_a4_a_desktop A4_B: used desktop computer last year 36 c5_a4_a_ereader A4_A: use ereader last year
3 37 c5_a4_a_gamingdevice A4_A: used gaming device last year 38 c5_a4_a_tvvideo A4_B: streamed Internet video 39 c5_a4_b A4_B: connection to Internet 40 c5_a4_c A4_C: use Internet to access financial info? 41 c5_a4_c_bank A4_C: access bank account online 42 c5_a4_c_brok_ret_mut_account A4_C: access brokerage/retirement/mutual fund account online 43 c5_a4_c_cred_card_account A4_C: access credit card acocunt online 44 c5_a4_c_mortgage A4_C: access mortgage online 45 c5_a4_c_util_other_bills A4_C: access utility/other bills online 46 c5_a4_c_none A4_C: access no finances online 47 c5_a4_e A4_E: utilize online baking or bill paying? 48 c5_a4_e_view_bank A4_E: view bank balance/transaction online 49 c5_a4_e_make_bank A4_E: make bank payment online 50 c5_a4_e_view_cred_card A4_E: view credit card balance/activities online 51 c5_a4_e_view_brok_ret_mut A4_E: view brokerage/retirement/mutual fund account online 52 c5_a4_e_make_brok_ret_mut A4_E: make brokerage/retirement/mutual fund accounts transactions on 53 c5_a4_e_file_tax A4_E: file tax return online 54 c5_a4_e_view_util_bill A4_E: view utility bills online 55 c5_a4_e_none A4_E: no online banking or bill paying 56 c5_a4_f A4_F: use Internet for purchases? 57 c5_a4_f_buy_item A4_F: buy items online 58 c5_a4_f_pay_bills A4_F: pay bills online 59 c5_a4_f_book_travel A4_F: book travel online 60 c5_a4_f_send_receive_money A4_F: send/receive money online 61 c5_a4_f_buy_tickets A4_F: buy tickets online 62 c5_a4_f_make_reservation A4_F: make reservations online 63 c5_a4_f_discount_coupon A4_F: find discount coupons online 64 c5_a4_f_buy_sell_market A4_F: use online marketplace 65 c5_a4_f_buy_sell_classified A4_F: use online classified sites 66 c5_a4_f_none A4_F: do not use Internet for purchases 67 c5_a4_i A4_I: other uses of Internet? 68 c5_a4_i_ A4_I: send or read 69 c5_a4_i_phone A4_I: online phone call 70 c5_a4_i_restaurant_recs A4_I: look for restaurant recommendations 71 c5_a4_i_services_recs A4_I: look for service provider recommendations 72 c5_a4_i_news A4_I: read the news 73 c5_a4_i_finc_mkts A4_I: follow financial markets 74 c5_a4_i_health_info A4_I: get health information 75 c5_a4_i_movies_tv A4_I: watch movies or TV shows
4 76 c5_a4_i_research A4_I: research using online websites 77 c5_a4_i_hobbies_interests A4_I: get info about hobbies or interests 78 c5_a4_i_direction A4_I: find direction or maps 79 c5_a4_i_survey A4_I: take a survey 80 c5_a4_i_work A4_I: use Internet for work 81 c5_a4_i_none A4_I: none of these Internet uses 82 c5_a4_g A4_G: use social networking to connect? 83 c5_a4_g_fb A4_G: use Facebook 84 c5_a4_g_youtube A4_G: use Twitter 85 c5_a4_g_twitter A4_G: use MySpace 86 c5_a4_g_linkedin A4_G: use LinkedIn 87 c5_a4_g_pinterest A4_G: use Pinterest 88 c5_a4_g_googleplus A4_G: use Google Plus 89 c5_a4_g_tumblr A4_G: use Tumblr 90 c5_a4_g_instagram A4_G: use Instagram 91 c5_a4_g_other A4_G: other social networking sites 92 c5_a4_g_none A4_G: do not use social networking 93 c5_a4_h A4_H: read content or also post and message with social networking? 94 c5_a4_d A4_D: use software or online services for finance? 95 c5_a4_d_finc_software A4_D: use financial software 96 c5_a4_d_online_service_finc A4_D: use online financial services 97 c5_a4_d_tax_software A4_D: use tax software 98 c5_a4_d_online_service_tax A4_D: use online tax services 99 c5_a4_d_other A4_D: use other software/online services 100 c5_a4_d_none A4_D: use no software/online services for finance 101 c5_d D2: most knowledge of asset/debt/retirement planning 102 c5_b B6: who makes retirement/financial decisions 103 c5_d D3: who provides most accurate info about your finance 104 c5_c C1: # of people in household 105 c5_c C29: respondent's current employment situation 106 c5_c29_ C29: respondent working full time (including self-employment) 107 c5_c29_ C29: respondent working part time (including self-employment) 108 c5_c29_ C29: respondent unemployed and looking for work 109 c5_c29_ C29: respondent temporarily laid off 110 c5_c29_ C29: respondent on sick leave/other leave 111 c5_c29_ C29: respondent is disabled 112 c5_c29_ C29: respondent is homemaker 113 c5_c29_ C29: respondent is retired 114 c5_c29_ C29: respondent in other employment situation
5 115 c5_c C30: respondent's retirement age 116 c5_c C31: respondent completely retired? 117 c5_c C32: when does respondent plan to retire completely 118 c5_c32_ C32: respondent never plan to stop working? 119 c5_c C37: partner's employment situation 120 c5_c37_ C37: partner working full time (including self-employment) 121 c5_c37_ C37: partner working part time (including self-employment) 122 c5_c37_ C37: partner unemployed and looking for work 123 c5_c37_ C37: partner temporarily laid off 124 c5_c37_ C37: partner on sick leave/other leave 125 c5_c37_ C37: partner is disabled 126 c5_c37_ C37: partner is homemaker 127 c5_c37_ C37: partner is retired 128 c5_c37_ C37: partner is in other employment situation 129 c5_c C38: partner's retirement age 130 c5_c C39: partner completely retired? 131 c5_c C40: when does partner plan to retire completely 132 c5_c40_ C40: partner never plan to stop working? 133 c5_c2_val C2: household income in past 12 mo 134 c5_c29_9_recode C29: Other employment recoded 135 c5_c37_9_recode C37: Other employment recoded 136 c5_d D15: R's family hold tax-adv ret accts? 137 c5_d15_val D15: total val of tax-adv ret accts 138 c5_d15a_val D15_A: val of short-term assets in tax-adv ret accts 139 c5_d15b_val D15_B: val of mut funds w/ both stcks & bnds in tax-adv ret accts 140 c5_d15c_val D15_C: val of stock/stock mut funds in tax-adv ret accts 141 c5_d15d_val D15_D: val of bond/bond funds in tax-adv ret accts 142 c5_d15e_val D15_E: val of other assets in tax-adv ret accts 143 c5_d16_val E+07 D16: total val of assets out of tax-adv ret accts 144 c5_d16a_val D16_A: val of short-term assets out of tax-adv ret accts 145 c5_d16b_val E+07 D16_B: val of mut funds w/ both stcks & bnds out of tax-adv ret accts 146 c5_d16c_val E+07 D16_C: val of stock/stock mut funds out of tax-adv ret accts 147 c5_d16d_val D16_D: val of bond/bond funds out of tax-adv ret accts 148 c5_d16e_val E+07 D16_E: val of other assets out of tax-adv ret accts 149 c5_d D17: R's family have at least $5,000 in stocks/stock mut funds? 150 c5_d D18: approx % of assets in stocks/stock mut funds? 151 c5_d15a_yn D15_A: hold short-term assets in tax-adv ret accts 152 c5_d15b_yn D15_B: hold mut funds w/ both stcks & bnds in tax-adv ret accts 153 c5_d15c_yn D15_C: hold stock/stock mut funds in tax-adv ret accts
6 154 c5_d15d_yn D15_D: hold bond/bond funds in tax-adv ret accts 155 c5_d15e_yn D15_E: hold other assets in tax-adv ret accts 156 c5_d15sum_val D15: Sum of D15 individual assets 157 c5_d15diff_val D15: [D15 total] - [D15 individual] 158 c5_d16a_yn D16_A: hold short-term assets out of tax-adv ret accts 159 c5_d16b_yn D16_B: hold mut funds w/ both stcks & bnds out of tax-adv ret accts 160 c5_d16c_yn D16_C: hold stock/stock mut funds out of tax-adv ret accts 161 c5_d16d_yn D16_D: hold bond/bond funds out of tax-adv ret accts 162 c5_d16e_yn D16_E: hold other assets out of tax-adv ret accts 163 c5_d16sum_val E+07 D16: Sum of D16 individual assets 164 c5_d16diff_val E E+07 D16: [D16 total] - [D16 individual] 165 c5_vri_others_rec VRI: # of non-retirement accts referred to records when input 166 c5_vri_retire_rec VRI: # of retirement accts referred to records when input 167 c5_vri_others_elec VRI: # of non-retirement accts managed electronically 168 c5_vri_retire_elec VRI: # of retirement accts managed electronically 169 c5_vri_joint_or_sep VRI: joint or sep finance? 170 c5_vri_pct_stock_overall VRI: overall stock percentage 171 c5_vri_corr_loop VRI: correction loop 172 c5_vri_retire_num VRI: # of retirement accts 173 c5_vri_others_num VRI: # of non-retirement accts 174 c5_vri_retire_nonempty_num VRI: # of nonempty retirement accts 175 c5_vri_others_nonempty_num VRI: # of nonempty non-retirement accts 176 c5_vri_asset_retire_val VRI: total value of tax-adv ret accts (assume missing val zero) 177 c5_vri_asset_others_val E+07 VRI: total value of other assets (assume missing val zero) 178 c5_vri_retire_stk_pct VRI: % of retirement asset in stock 179 c5_vri_others_stk_pct VRI: % of non-retirement asset in stock 180 c5_h H1: sources of info consulted to answer survey 181 c5_h1_recode H1: sources of info consulted to answer survey recoded 182 c5_h1_acct_stat H1: used account statements to answer survey 183 c5_h1_tax_ret H1: used tax returns to answer survey 184 c5_h1_per_fin_sft H1: used personal finance software to answer survey 185 c5_h1_ask_smn H1: asked someone else to answer survey 186 c5_h1_other H1: used other sources to answer survey 187 c5_h1_none H1: did not consult anything to answer survey 188 c5_h H2: is respondent same as invitee? 189 c5_h H5: time spent on survey 190 c5_h1_a H1_A: consider participating FeeX linkage? 191 c5_feexconsent FEEXCONSENT: consent to FeeX linkage 192 c5_sys_version FeeX incentive reminder
7 193 c5_c2_val_flag C2: ExtVal/Rng/Miss FLAG 194 c5_d16_val_flag D16: ExtVal/Rng/Miss FLAG 195 c5_d15_val_flag D15: ExtVal/Rng/Miss FLAG 196 c5_d15a_val_flag D15a: ExtVal/Rng/Miss FLAG 197 c5_d15b_val_flag D15b: ExtVal/Rng/Miss FLAG 198 c5_d15c_val_flag D15c: ExtVal/Rng/Miss FLAG 199 c5_d15d_val_flag D15d: ExtVal/Rng/Miss FLAG 200 c5_d15e_val_flag D15e: ExtVal/Rng/Miss FLAG 201 c5_d16a_val_flag D16a: ExtVal/Rng/Miss FLAG 202 c5_d16b_val_flag D16b: ExtVal/Rng/Miss FLAG 203 c5_d16c_val_flag D16c: ExtVal/Rng/Miss FLAG 204 c5_d16d_val_flag D16d: ExtVal/Rng/Miss FLAG 205 c5_d16e_val_flag D16e: ExtVal/Rng/Miss FLAG 206 c5_vri_asset_others_val_flag VRI: flag for non-retirement asset value 207 c5_vri_asset_retire_val_flag VRI: flag for retirement asset values
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