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Citation Requirements

SHARE acknowledgement(s)

In accordance with the SHARE Conditions of Use governing the use of SHARE data, an acknowledgement containing the following information has to be included in all publications using SHARE data:


This paper uses data from SHARE Waves 1, 2, 3 (SHARELIFE), 4 and 5 (DOIs: 10.6103/SHARE.w1.500, 10.6103/SHARE.w2.500, 10.6103/SHARE.w3.500, 10.6103/SHARE.w4.500, 10.6103/SHARE.w5.500), see Börsch-Supan et al. (2013) for methodological details.
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The SHARE data collection has been primarily funded by the European Commission through FP5 (QLK6-CT-2001-00360), FP6 (SHARE-I3: RII-CT-2006-062193, COMPARE: CIT5-CT-2005-028857, SHARELIFE: CIT4-CT-2006-028812) and FP7 (SHARE-PREP: N°211909, SHARE-LEAP: N°227822, SHARE M4: N°261982). Additional funding from the German Ministry of Education and Research, the U.S. National Institute on Aging (U01_AG09740-13S2, P01_AG005842, P01_AG08291, P30_AG12815, R21_AG025169, Y1-AG-4553-01, IAG_BSR06-11, OGHA_04-064) and from various national funding sources is gratefully acknowledged (see www.share-project.org).

easySHARE is intended for student training and teaching purposes. For scientific publications it is recommended to use the main data set of SHARE, or to carefully study the easySHARE documentation (PDF) and the Stata program that extracts and generates easySHARE from the main release of SHARE. In case easySHARE data is being used for theses or other scientific publications, the following additional acknowledgement has to be included:


This paper uses data from the generated easySHARE data set (DOI: 10.6103/SHARE.easy.500), see Gruber et al. (2014) for methodological details. The easySHARE release 2.0.0 is based on SHARE Waves 1, 2, 3 (SHARELIFE), 4 and 5 (DOIs: 10.6103/SHARE.w1.500, 10.6103/SHARE.w2.500, 10.6103/SHARE.w3.500, 10.6103/SHARE.w4.500, 10.6103/SHARE.w5.500).
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The following additional acknowledgement has to be included when publishing with SHARE Job Episodes Panel data:


This paper uses data from the generated Job Episodes Panel (DOI: 10.6103/SHARE.jep.500), see Brugiavini et al. (2013) and Antonova et al. (2014) for methodological details. The  Job Episodes  Panel  release  5.0.0  is based  on  SHARE  Waves  1,  2  and  3  (SHARELIFE)  (DOIs: 10.6103/SHARE.w1.500, 10.6103/SHARE.w2.500, 10.6103/SHARE.w3.500).
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(1) Usually this information will be part of the text of a scientific publication already. If this is the case, there is no need to include this information in the acknowledgement once more.

Citation of data sets and literature

In accordance with the SHARE Conditions of Use, besides acknowledging the data collection and the main funding sources of the SHARE data collection, users are also required to cite the data sets used and include  the  basic  literature  on  SHARE  research  and  methodology in the bibliography corresponding to the data set(s) they have used in the publication.

First, it is mandatory to cite the respective data set(s) used for the publication. As there are no general data citation standards for data sets yet, a citation based on the da|ra metadata schema (2) is recommended, which is also in line with the recommended standard according to DataCite (3):

  • Börsch-Supan, A. (2013). Survey of Health, Ageing and Retirement in Europe (SHARE) Wave 1. Release version: 5.0.0. SHARE-ERIC. Data set. DOI: 10.6103/SHARE.w1.500
  • Börsch-Supan, A. (2013). Survey of Health, Ageing and Retirement in Europe (SHARE) Wave 2. Release version: 5.0.0. SHARE-ERIC. Data set. DOI: 10.6103/SHARE.w2.500
  • Börsch-Supan, A. (2010). Survey of Health, Ageing and Retirement in Europe (SHARE) Wave 3 – SHARELIFE. Release version: 5.0.0. SHARE-ERIC. Data set. DOI: 10.6103/SHARE.w3.500
  • Börsch-Supan, A. (2013). Survey of Health, Ageing and Retirement in Europe (SHARE) Wave 4. Release version: 5.0.0. SHARE-ERIC. Data set. DOI: 10.6103/SHARE.w4.500
  • Börsch-Supan, A. (2015). Survey of Health, Ageing and Retirement in Europe (SHARE) Wave 5. Release version: 5.0.0. SHARE-ERIC. Data set. DOI: 10.6103/SHARE.w5.500
  • Börsch-Supan, A., C. Hunkler, S. Gruber, A. Orban, S. Stuck, M. Brandt (2015). easySHARE. Release version: 5.0.0. SHARE-ERIC. Data set DOI: 10.6103/SHARE.easy.500
  • Antonova, L., L. Aranda, A. Brugiavini, D. Cavapozzi, G. Pasini, E. Trevisan (2014). SHARE Job Episodes Panel. Release version: 5.0.0. SHARE-ERIC. Data set. DOI: 10.6103/SHARE.jep.500
  • Forschungsdatenzentrum der Rentenversicherung, Max-Planck-Institut für Sozialrecht und Sozialpolitik (2015). SHARE-RV. Release version: 5.0.0. SHARE-ERIC. Data set. DOI: 10.6103/SHARE.SHARE-RV.500

 

Second, in line with the general SHARE acknowledgement, when using any SHARE data, it is mandatory for users to cite the following publication in addition to the SHARE acknowledgement(s):

  • Börsch-Supan, A., M. Brandt, C. Hunkler, T. Kneip, J. Korbmacher, F. Malter, B. Schaan, S. Stuck, S. Zuber (2013). Data Resource Profile: The Survey of Health, Ageing and Retirement in Europe (SHARE). International Journal of Epidemiology. DOI: 10.1093/ije/dyt088

 

When using easySHARE or Job Episode Panel data, in line with the respective additional acknowledgement(s), users are additionally required to cite the following publications:

  • easySHARE: Gruber, S., C. Hunkler and S. Stuck (2014). Generating easySHARE: guidelines, structure, content and programming. SHARE Working Paper Series: 17-2014. Munich: MEA, Max Planck Institute for Social Law and Social Policy.
  • Job Episodes Panel: Antonova, L., L. Aranda, G. Pasini and E. Trevisan (2014). Migration, family history and pension: the second release of the SHARE Job Episodes Panel. SHARE Working Paper Series: 18-2014. Munich: MEA, Max Planck Institute for Social Law and Social Policy.
  • Brugiavini, A., D. Cavapozzi, G. Pasini and E. Trevisan (2013). Working life histories from SHARELIFE: a retrospective panel. SHARE Working Paper Series: 11-2013. Munich: MEA, Max Planck Institute for Social Law and Social Policy.

 

Furthermore, SHARE provides wave specific methodological documentation of the data which should be referenced for data description purposes in any publication using data from the respective wave:

  • Wave 1: Börsch-Supan, A. and H. Jürges (Eds.) (2005). The Survey of Health, Ageing and Retirement in Europe – Methodology. Mannheim: Mannheim Research Institute for the Economics of Aging (MEA).
  • Wave 2: Börsch-Supan, A., A. Brugiavini, H. Jürges, A. Kapteyn, J. Mackenbach, J. Siegrist, G. Weber (Eds.) (2008). First results from the Survey of Health, Ageing and Retirement in Europe (2004-2007). Starting the longitudinal dimension. Mannheim: Mannheim Research Institute for the Economics of Aging (MEA).
  • Wave 3: Schröder, M. (Ed.) (2011). Retrospective data collection in the Survey of Health, Ageing and Retirement in Europe. SHARELIFE methodology. Mannheim: Mannheim Research Institute for the Economics of Aging (MEA).
  • Wave 4: Malter, F. and A. Börsch-Supan (Eds.) (2013). SHARE Wave 4: Innovations & Methodology. Munich: MEA, Max Planck Institute for Social Law and Social Policy.
  • Wave 5: Malter, F. and A. Börsch-Supan (Eds.) (2015). SHARE Wave 5: Innovations & Methodology. Munich: MEA, Max Planck Institute for Social Law and Social Policy.

 

Besides, SHARE accompanies every newly released wave with a volume on first, preliminary findings ("First Results Book"). Their citation is recommended when referring to substantial findings generated on the basis of SHARE data: 

  • Börsch-Supan, A., A. Brugiavini, H. Jürges, J. Mackenbach, J. Siegrist, G. Weber (Eds.) (2005). Health, ageing and retirement in Europe – First results from the Survey of Health, Ageing and Retirement in Europe. Mannheim: Mannheim Research Institute for the Economics of Aging (MEA).
  • Börsch-Supan, A., M. Brandt, K. Hank, M. Schröder (Eds.) (2011). The individual and the welfare state. Life histories in Europe. Heidelberg: Springer.
  • Börsch-Supan A., M. Brandt , H. Litwin, G. Weber (Eds.) (2013). Active ageing and solidarity between generations in Europe: First results from SHARE after the economic crisis. Berlin: De Gruyter.
  • Börsch-Supan, A., T. Kneip, H. Litwin, M. Myck, G. Weber (Eds.) (2015). Ageing in Europe – Supporting Policies for an Inclusive Society. Berlin: De Gruyter.

 

(2) Hausstein, B., Schleinstein, N., Koch, U. , Meichsner, J., Becker, K. & Stahn, L.-L. (2014). da|ra Metadata Schema. Version: 3.0. GESIS Leibniz Institute for the Social Sciences. DOI: 10.4232/10.mdsdoc.3.0
(3) DataCite Metadata Working Group (2013). DataCite Metadata Schema for the Publication and Citation of Research Data. Version 3.1. DataCite. Text.  DOI:10.5438/00010

Please remember:

Users are requested to provide references to all publications based on the SHARE data.