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Handbooks of Sociology and Social Research

Michael J. Shanahan
Jeylan T. Mortimer
Monica Kirkpatrick Johnson Editors

Handbook of
the Life Course
Volume II
Handbooks of Sociology and Social
Research

Series Editor
John DeLamater, University of Wisconsin-Madison MADISON,
Wisconsin, USA
Each of these Handbooks survey the field in a critical manner, evaluating
theoretical models in light of the best available empirical evidence.
Distinctively sociological approaches are highlighted by means of explicit
comparison to perspectives characterizing related disciplines such as
psychology, psychiatry, and anthropology. These seminal works seek to record
where the field has been, to identify its current location, and to plot its course
for the future. If you are interested in submitting a proposal for this series,
please contact the series editor, John DeLamater: delamate@ssc.wisc.edu.

More information about this series at http://www.springer.com/series/6055


Michael J. Shanahan
Jeylan T. Mortimer
Monica Kirkpatrick Johnson
Editors

Handbook of the Life


Course
Volume II
Editors
Michael J. Shanahan Jeylan T. Mortimer
Department of Sociology Life Course Center and Department
University of North Carolina of Sociology
Chapel Hill, NC, USA University of Minnesota
Minneapolis, MN, USA
Monica Kirkpatrick Johnson
Department of Sociology
Washington State University
Pullman, WA, USA

ISSN 1389-6903
Handbooks of Sociology and Social Research
ISBN 978-3-319-20879-4 ISBN 978-3-319-20880-0 (eBook)
DOI 10.1007/978-3-319-20880-0

Library of Congress Control Number: 2002042769

Springer Cham Heidelberg New York Dordrecht London


© Springer International Publishing Switzerland 2016
This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or
part of the material is concerned, specifically the rights of translation, reprinting, reuse of
illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way,
and transmission or information storage and retrieval, electronic adaptation, computer software,
or by similar or dissimilar methodology now known or hereafter developed.
The use of general descriptive names, registered names, trademarks, service marks, etc. in this
publication does not imply, even in the absence of a specific statement, that such names are
exempt from the relevant protective laws and regulations and therefore free for general use.
The publisher, the authors and the editors are safe to assume that the advice and information in
this book are believed to be true and accurate at the date of publication. Neither the publisher nor
the authors or the editors give a warranty, express or implied, with respect to the material
contained herein or for any errors or omissions that may have been made.

Printed on acid-free paper

Springer International Publishing AG Switzerland is part of Springer Science+Business Media


(www.springer.com)
Contents

Introduction: Life Course Studies – Trends, Challenges,


and Future Directions ........................................................................... 1
Michael J. Shanahan, Jeylan T. Mortimer,
and Monica Kirkpatrick Johnson

Part I Foundations of Life Course Studies and Future Research


Institutionalization of Life Course Studies ......................................... 27
John Bynner
Age, Cohorts, and the Life Course ...................................................... 59
Glen H. Elder, Jr. and Linda K. George
Opening the Social: Sociological Imagination
in Life Course Studies........................................................................... 87
Dale Dannefer, Jessica Kelley-Moore, and Wenxuan Huang
The Changing Social Construction of Age
and the Life Course: Precarious Identity
and Enactment of “Early” and “Encore” Stages of Adulthood ........ 111
Jeylan T. Mortimer and Phyllis Moen
Structuration of the Life Course: Some Neglected Aspects .............. 131
Gunhild O. Hagestad and Pearl A. Dykstra

Part II Changing Social Contexts and Life Course Patterns


Family Heterogeneity Over the Life Course....................................... 161
Sandra Hofferth and Frances Goldscheider
Educational Pathways .......................................................................... 179
Robert Crosnoe and Aprile D. Benner
College for All: New Institutional Conflicts
in the Transition to Adulthood ............................................................. 201
Claudia Zapata-Gietl, James E. Rosenbaum,
Caitlin Ahearn, and Kelly Iwanaga Becker

v
vi Contents

Changes in Educational Inequality


in Cross-National Perspective .............................................................. 223
Pia N. Blossfeld, Gwendolin J. Blossfeld,
and Hans-Peter Blossfeld
Work Over the Gendered Life Course ................................................ 249
Phyllis Moen
Military Service in Lives: Where Do We Go From Here?................. 277
Andrew S. London and Janet M. Wilmoth
Criminal Justice and the Life Course ................................................. 301
Sara Wakefield and Robert Apel
Disaster and Life Course Processes ..................................................... 321
Jack DeWaard

Part III Health and Development Through the Life Course


Early Childhood Poverty: Short and Long-Run
Consequences Over the Lifespan ......................................................... 341
Ariel Kalil, Greg J. Duncan, and Kathleen M. Ziol-Guest
Does the Body Forget? Adult Health,
Life Course Dynamics, and Social Change ......................................... 355
Mark D. Hayward and Connor M. Sheehan
Living Healthier and Longer: A Life Course
Perspective on Education and Health ................................................. 369
Monica Kirkpatrick Johnson, Jeremy Staff,
John E. Schulenberg, and Megan E. Patrick
Life Course Lens on Aging and Health ............................................... 389
Kenneth F. Ferraro
Mental Health ........................................................................................ 407
William R. Avison
Agency Across the Life Course ............................................................ 431
Steven Hitlin and Hye Won Kwon
Cognitive Development and the Life Course:
Growth, Stability and Decline .............................................................. 451
Duane F. Alwin, Jason R. Thomas, and Linda A. Wray

Part IV Life Course Research Methodologies


Longitudinal Qualitative Research...................................................... 491
Joseph C. Hermanowicz
Causality in Life Course Studies ......................................................... 515
Ravaris Moore and Jennie E. Brand
Contents vii

The Logic and Practice of Growth Curve Analysis:


Modeling Strategies for Life Course Dynamics ................................. 541
Ross Macmillan and Frank Furstenberg
Three Generation Studies: Methodological
Challenges and Promise........................................................................ 571
Terence P. Thornberry
Neighborhood, Place, and the Life Course ......................................... 597
Christopher R. Browning, Kathleen A. Cagney,
and Bethany Boettner

Part V The Life Course and Policy: Building the Nexus


Life Course Research and the Shaping of Public Policy ................... 623
John H. Laub
Epidemiological Perspectives on the Life Course .............................. 639
Michael E.J. Wadsworth and Diana Kuh
The Influence of Social Welfare Policies
on Health Disparities Across the Life Course..................................... 661
Pamela Herd
Life Course Risks and Welfare States’ Risk Management ................ 677
Martin Diewald
Longitudinal Studies and Policy for Children
in Low- and Middle-Income Countries:
Evidence from Young Lives .................................................................. 689
Paul Dornan
Lags and Leaps: The Dynamics of Demography,
Economy and Policy and Their Implications
for Life Course Research ...................................................................... 705
Angela M. O’Rand and Amie Bostic
About the Editors

Michael J. Shanahan is Professor of Sociology and Faculty Fellow at the


Carolina Population Center and at the Center for Developmental Science,
University of North Carolina at Chapel Hill. He is interested in individual
differences in the life course, a theme that he has studied with reference to
genetics, health, and personality. His recent articles appear in Social Forces,
Developmental Psychology, Journal of Health and Social Behavior, and
Social Science and Medicine. His current research examines associations
between social circumstances and gene transcription both early and later in
the life course.

Jeylan T. Mortimer is Professor of Sociology and Founding Director of the


Life Course Center, University of Minnesota, and Principal Investigator of
the longitudinal, three-generation Youth Development Study. Her interests
span the areas of work and socioeconomic attainment, the life course, and
youth and transition to adulthood. Her recent articles appear in Social
Psychology Quarterly, Social Forces, the Journal of Research on Adolescence,
the Journal of Marriage and Family, Developmental Psychology, the Journal
of Vocational Behavior, Longitudinal and Life Course Studies, and
Demography. Her current research examines intergenerational change and
transmission of achievement orientations, the impacts of prior parental expe-
riences and trajectories on their adolescent children, and the sources of resil-
ience in the transition to adulthood. Professor Mortimer is Chair of the
Section on Aging and the Life Course in the American Sociological
Association. She previously served as Chair of the ASA Sections on Children
and Youth and Social Psychology.

Monica Kirkpatrick Johnson is Professor of Sociology and Honors


College Distinguished Professor at Washington State University. Her research
interests are in the areas of work, family, and education across the life course,
with particular focus on well-being and achievement in adolescence and the
transition to adulthood. Her recent research has appeared in the American
Journal of Sociology, Longitudinal and Life Course Studies, Social Science
Research, Journal of Marriage and Family, Social Forces, and Social
Psychology Quarterly. Her current research focuses on families’ and young

ix
x About the Editors

people’s adaptations to the changing nature of the transition to adulthood,


including familial financial support in young adulthood and its implications
for attainment and well-being; change in educational and work ambitions tied
to changing personal and historical circumstances; and the interplay of strati-
fication and the development of social psychological resources in promoting
well-being and attainment.
Introduction: Life Course
Studies – Trends, Challenges,
and Future Directions

Michael J. Shanahan, Jeylan T. Mortimer,


and Monica Kirkpatrick Johnson

The Handbook of the Life Course was published second volume (i.e., with a distinct charge): the
in 2003 (“Handbook I”) and aspired to provide identification of new and emerging problems,
“an overview of key theoretical perspectives, concepts, methods, research questions, and ana-
concepts, and methodological approaches that, lytic strategies. Nevertheless, although the hand-
while applied to diverse phenomena, are united books have unique purviews, they are not wholly
in their general approach to the study of lives distinct. Handbook I provides an overview of life
across age phases” (Mortimer and Shanahan course studies but also identifies many themes for
2003). In revisiting Handbook I, we were heart- future research. Indeed, Section VII is entitled
ened to discover its continued usefulness and “The Future of the Life Course” and includes
relevance. A cursory examination of citation pat- essays by leading scholars of life course sociol-
terns reveals that it has been cited frequently as a ogy. Handbook II is forward-looking, charting
corporate work, and many chapters were also directions for future research, yet the chapters in
well-received. Further, most of its chapters the second volume must necessarily provide
remain relevant, inspiring, and creative contribu- foundations on which to build. Thus, many of the
tions more than a decade after they were written. present chapters provide concise, selective histo-
Indeed, with little effort, any of its essays could ries of their topics. In the final analysis, both vol-
be updated. umes offer overviews of subfields and directions
Given the sustained usefulness of Handbook I, for future research; the difference is one of
we agreed to edit a new “Handbook II” not as a emphasis, with the present volume highlighting
second edition (i.e., an update) but rather as a the latter.
In describing the contents of this volume, we
note connections between the two handbooks,
M.J. Shanahan (*) and unique features of each. First, however, we
Department of Sociology, University revisit an observation made in Handbook I: that
of North Carolina, Chapel Hill, NC, USA
e-mail: mjshan@email.unc.edu life course studies is growing by proverbial
“leaps and bounds,” in large part because of its
J.T. Mortimer
Life Course Center and Department of Sociology, growing use in fields beyond sociology. This dif-
University of Minnesota, Minneapolis, MN, USA fusion creates exciting opportunities for interdis-
e-mail: morti002@umn.edu ciplinary work, but it also challenges the field to
M. Kirkpatrick Johnson maintain a coherent, paradigmatic core.
Department of Sociology, Washington State
University, Pullman, WA, USA
e-mail: monicakj@wsu.edu

© Springer International Publishing Switzerland 2016 1


M.J. Shanahan et al. (eds.), Handbook of the Life Course, Handbooks of Sociology
and Social Research, DOI 10.1007/978-3-319-20880-0_1
2 M.J. Shanahan et al.

1000
800
600
400
200
0

1960 1970 1980 1990 2000 2010


Year
Total Publications Biomedical / Epidemiology
Sociology Psychology

Fig. 1 Number of life course publications per year

1 Growth, Diffusion, would change appreciably if these limitations


Opportunities could be addressed.
and Challenges Figure 1 shows the number of life course
journal publications per year overall and for
Although gauging the growth of life course stud- sociological, psychological, and biomedical/epi-
ies is difficult, we gain some descriptive traction demiological Web of Science categories. The
by way of a simple citation analysis (Shanahan results reveal several interesting trends. First,
and Freeman 2012). Drawing on the Thomson/ there was very little publication activity prior to
Reuters Web of Science, we searched for papers 1990. Indeed, as late as 1998, there were only 84
in which the topic, title, or theme included “life sociological journal articles featuring the life
course.” The resulting record count (number of course. (There were, however, citations to books
journal publications) can be broken down into and chapters prior to 1998 that are not included
year and disciplines (“Web of Science in the figure). Second, 1990 was a “tipping point,”
Categories”).1 This strategy is subject to several after which the number of life course publications
important qualifications (principally, papers can began to increase appreciably. In fact, regression
be classified into more than one Web of Science analyses support the hypothesis that 1990 is the
category, and books and chapters are often not likely deflection point for total journal publica-
included), but we doubt the overall conclusions tion count. Third, also confirmed by regression
modeling, the growth rate in publications follows
1
a quadratic pattern. This pattern of rapid growth
We thank Autumn McClelland for assistance with these
analyses. Results available on request from Michael characterizes the total and discipline-specific
Shanahan. journal publication count. Finally, annual growth
Introduction: Life Course Studies – Trends, Challenges, and Future Directions 3

rates in other disciplines reveal that life course course research? Or, has “life course” become an
publications in sociology have been at or slightly ambiguous rubric? On the other hand, this same
below the total growth rate (for all publications). diffusion creates opportunities for intellectual
Over a 10-year period (from 2000 to 2010), cross-pollination. A great deal of scientific prog-
Biomedical/Epidemiology publications increased ress depends on the concepts and methods from
by 302 %, whereas the total rate of growth for all one field of study informing the science of
“life course” publications was 267 % (for another field. Moreover, many branches of sci-
Sociology, 249 %; for Psychology, 263 %). ence—natural, behavioral, and social—are
Given limitations to these analyses, we should adopting a systems view that encourages viewing
not be overly concerned with exact estimates. the full complexity of research questions, thereby
Viewed in broad terms, however, the results are traversing traditional disciplinary boundaries.
consistent with our impressions: life course stud- Thus, the challenge facing life course sociol-
ies are clearly characterized by vibrant growth, ogy—the coherent core versus interdisciplinary
and much of this growth, especially in the past diffusion—is a particular instance of a problem
5- to 10 years, is driven by publications beyond faced by many successful fields of study. We
the discipline of sociology. invite readers to consider this tension between
This interdisciplinary diffusion is a testament cohesiveness and cross-pollination as they peruse
to the value of life course studies, but it also the two handbooks.
raises the issue of intellectual cohesiveness. The
issue of cohesiveness is yet more vexing because
of the status of the life course as a paradigm. 2 Organization of Handbook II
Traditionally, the concept of the life course refers
to the age-graded roles that structure (or create We begin Handbook II with essays on the histori-
patterns in) biography. The concept in turn gave cal emergence of life course studies, explicating
rise to a set of related ideas, hypotheses, and and critically evaluating key foundational con-
techniques that collectively create a paradigm, or cepts and ideas that animate this field of inquiry.
imaginative framework. Compared to a theory— The historical perspective offered by Bynner
a set of formally interrelated propositions that emphasizes the importance of longitudinal data to
organizes observations and generates predic- the emergence of life course research and its insti-
tions—the content, boundaries, and emphases of tutionalization; he urges heightened efforts to
a paradigm are less easy to identify with a high connect basic science with policy. Fundamental
degree of consensus. Thus, even within sociol- concepts covered in Section I include the birth
ogy, the life course has a diversity of meanings. cohort, which locates people in history, and age
This point is vividly illustrated by several chap- phases, the basic division of the biography into a
ters in this volume that focus on health, yet with sequence of age-graded segments. Section I closes
little substantive overlap among them. with three essays urging researchers to focus on
The diffusion of the life course and its status societal forces that create biographic patterns,
as a paradigm create both a challenge and an focusing on the increasing differentiation of age
opportunity for life course studies. On the one grading and its subjective consequences; on the
hand, as the life course paradigm diffuses from frequent misuse of models positing a “free-stand-
sociology into other fields of study, the challenge ing individual” in life course explanations of indi-
of intellectual cohesiveness arises: is there an vidual differences; and on the central role of
intellectual core that informs life course studies intergenerational families in bridging macro and
of diverse phenomena such as occupational micro perspectives. These essays provide a much-
careers, criminal careers, cardiovascular disease, needed corrective as life course scholars continue
cognition, and functional limitations? Or, much to study individual-level phenomena such as
as James House (1977) did for social psychology, health and genetics, and as they engage in inter-
can we identify distinctly different “faces” of life disciplinary research.
4 M.J. Shanahan et al.

Section II applies the life course perspective to closes with essays by leading scholars who are
the changing institutions and organizations that building bridges between basic life course
powerfully shape biographical patterns within research and policy.
and across cohorts and age phases. Traditionally, We turn now from this organizational portrait
these social forces have included the family, edu- to commentary on the chapters in this volume.
cation, and work, all of which are covered in the Our purpose is not to summarize each chapter,
present volume. Particularly in the American but rather to highlight select themes and future
context, military service in theaters of armed directions for research and, in so doing, encour-
conflict and time spent in the criminal justice sys- age close readings of chapters. Table 1 presents a
tem shape the lives of a substantial proportion of highly select summary of broadly-stated themes
the population, and there is now growing aware- for future research that are to be found across
ness across nations of the potentially profound essays in this volume. Again, our purpose with
long-term effects of both natural and man-made Table 1 is not to comprehensively list all future
disasters. Excepting disasters and military ser- directions for life course studies, but rather to
vice, these topics are also covered in Handbook I, highlight select, major themes and to encourage
and the present contributions seek to highlight closer reading of the volume.
recent developments and future directions.
Section III presents a series of essays on health
and development. As shown in Fig. 1, health has 3 Section I: Foundations of Life
emerged as a major theme in life course research. Course Research
In the American context especially, life course
studies include a micro interest in individual dif- John Bynner’s essay on the institutionalization of
ferences, and this theme is explored in several life course studies is an appropriate starting point
chapters that offer developmentally-informed life because he discusses the historical emergence of
course perspectives on physical and mental health, life course studies and their expansion and con-
poverty, cognition, and agency. Handbook I also solidation to the present, including the recent
included essays on agency and health, as well as founding of the Society for Longitudinal and Life
on connections between childhood and adult- Course Studies. Bynner’s thesis is that the history
hood, substance use, personality, and biology. of life course studies is best told in terms of the
Having covered fundamental concepts and history and expansion of longitudinal data collec-
applications of the life course perspective, tion. He provides a superb overview of the prolif-
Handbook II turns to research methods in Section eration of longitudinal data in Europe and the
IV. Handbook I examines models that are well- United States. Indeed, he notes that longitudinal
suited to common types of data in the life course data collection is now “industrial” in scope, with
tradition: age-period-cohort, event-history, panel, consortia emerging to harmonize efforts and to
and latent pathways. There is also a chapter on develop a clear understanding of the types of data
the qualitative study of social change and peo- that are being collected with respect to broad
ple’s narrative autobiographies. Handbook II themes such as child health and household
covers new topics that are at the forefront of life dynamics. Handbook I also began with a histori-
course research: longitudinal qualitative research, cal perspective (Elder, Crosnoe, and Johnson),
causal analysis, growth curve models, three- but one told with different emphasis: the emer-
generation studies, and spatial analysis. gence of life course principles based on early
Finally, Section V returns to a major theme of empirical work. With their differing historiogra-
John Bynner’s first chapter: the increasing neces- phies—the central role of data and the emergence
sity to connect life course research with policy. of theory—these chapters jointly provide a con-
Presently, few life course scholars have been cise, rich story of the emergence of a new, vibrant,
trained in policy analysis and few policy-makers multidisciplinary, and international intellectual
draw on a life course framework. Handbook II community.
Introduction: Life Course Studies – Trends, Challenges, and Future Directions 5

Table 1 Select recommendations for the future of life course studiesa


I. Increasing the international scope of life course studies
A. Promotion of cross-national data harmonization through consortia (Bynner)
B. Development of international ethical standards governing data collection, storage, and anonymity/confidentiality
(Bynner)
C. Extension of data collection to middle- and low-income countries (Bynner, Dornan, Wadsworth)
II. Major substantive themes for future research
A. The role of early childhood and adolescent experiences in the subsequent life course
1. Evaluate the contemporary view that early childhood is a critical or even sensitive period (e.g., via embedding
mechanisms) (Dannefer, Hayward, Kalil)
2. Identify the salient features of early environments that predict the later life course (including social context as
constituted by forms of adversity, Ferraro; policy, Herd; family, Hofferth)
3. Identify early individual differences that most differentiate people (for later health, Avison, Hayward; for school
performance, Crosnoe; for targeting policy to promote education, income, and health, Diewald, Dornan)
4. Identify diverse mechanisms that link early and later life course (for health, Avison, Hayward; for attainment,
Blossfeld, Kalil; reflecting spatial differences, Browning)
5. Identify pathways of diversity in early life experiences (reflecting gene-environment patterns and development of
soft skills, Diewald; health, Dornan; adversities, Ferraro; family, Hofferth)
B. Cohorts and life course studies
1. Empirical study of “demonstration effects”—how birth cohorts create contexts for subsequent cohorts,
facilitating social change (Elder)
2. Increased attention to both inter- and intra- cohort heterogeneity, and explanatory mechanisms (Elder,
Hermanowicz)
3. Increased awareness of likely cohort effects (in the study of disasters, DeWaard; health, Hayward; incarceration,
Wakefield)
4. Joining of cohort and spatial data to study people in time and place (Elder)
5. Study of structural and cultural lags and ambiguities, difficulties, and possibilities created by them (Dannefer,
Moen, Mortimer, O’Rand)
6. Use of age-cohort panel data to study age, period, cohort mechanisms (Elder, Hitlin, Johnson, Hayward)
C. Age phases of the life course
1. Study of different age phases experienced by groups (defined by sex, race, social status, etc.) in a society
(Mortimer)
2. Identification of social, economic, legal, and political forces that create, modify, and destroy age phases
(Hagestad, Moen, Mortimer, O’Rand)
3. Imagining different legal-regulatory structures that shape the life course and studying them with program field
experiments, quasi-experiments (Dannefer, Herd, Moen, Mortimer)
4. Identification of experiences that fundamentally alter pathways through life (mental health, Avison; aging and
health, Ferraro; disasters, DeWaard; military, London; incarceration, Wakefield)
D. Intergenerational studies
1. Consequences of changing demographic and institutional contexts for intergenerational ties (using cross-national
designs, Hagestad; with respect to family diversity, Hofferth)
2. Studying intergenerational transmission of behaviors, attitudes, etc. as a developmental problem (Thornberry)
3. Studying parental involvement in institutions on life courses of children (education, Johnson; the military,
London; incarceration, Wakefield)
4. Connections between biological ties, cultural understandings, legal-policy settings of families, and
intergenerational supports (Diewald, Hagestad, Herd, Hofferth)
E. Intersection of human development and the life course
1. Turning points and consequences for trajectories (generally, Alwin, Macmillan; cognitive functioning, Alwin;
mental health, Avison; body mass index, Macmillan)
2. Connections between short- and long-term consequences of major life course experiences (education, Johnson)
3. Subjective experience of the life course (and agency, Hitlin; with respect to professional careers, research
methods to study, Hermanowicz)
(continued)
6 M.J. Shanahan et al.

Table 1 (continued)
F. The importance of decision-making and soft-skill processes in the life course
1. Knowledge of educational opportunities and constraints such as curricular structures, time demands, etc.
(Blossfeld, Crosnoe, Zapata-Gietl)
2. Financial literacy (O’Rand)
3. Cognitive competencies (Alwin, Blossfeld)
4. Soft skills in attainment and overcoming adversities (Diewald, Kalil)
5. Decision-making about the life course as culturally-conditioned deliberation, reflecting societal values, norms
(Hitlin)
III. Major methodological challenges
A. Leveraging survey research
1. Increased understanding of respondent burden, retrospectively-recalled data (Bynner)
2. Availability of data, transparency in analyses, replication (Editors)
3. Merging of administrative records to participants in panel studies (Bynner)
4. Increasingly sophisticated use of biological data, including biomarkers, diverse forms of genetic information,
microbiome, imaging, and animal models (Avison, Bynner, Dannefer, Diewald, Ferraro, Hayward)
5. Increasing use of spatial data that describes social and physical contexts over time (Browning, Elder, Ferraro)
B. Research methodologies
1. Strengthen causal inference by experiments, naturally occurring experiments, quasi-experiments, and statistical
methods (Avison, Hayward, Herd, Johnson, Kalil, Moore, Moen)
2. Increased use of qualitative strategies to identify life course patterns and mechanisms (Hermanowicz)
3. Models that capture temporal complexities of both context and outcome (Alwin, Browning, Macmillan)
C. Measurement
1. Cascades of health; health portfolios; symptoms versus diseases and disorders (Avison, Hayward)
2. Culturally sensitive measures of agency (Hitlin)
3. Political economies for cross-national comparative research (Diewald)
4. Techniques for defining and delimiting age phases and generations (Elder, Mortimer)
IV. Life course and public policy
A. Increased collaboration between policy-makers and life course researchers through all stages of the research
process (Bynner, Laub)
B. Increased study of specific laws and regulations from a life course perspective (all chapters; see especially, Herd)
and cross-nationally (Bynner, Diewald, Dornan, Hagestad, Wadsworth)
C. Development and test of theory of life course risk management and mitigation cross-nationally (Diewald)
D. Study of policy and the life course in broader framework of rapid global changes with respect to, for example,
women and the economy (Moen, O’Rand)
a
For the sake of concision, listed names refer to first authors of chapters. Names listed alphabetically

Bynner suggests that the future of life course advances with respect to causal analysis, attri-
studies will continue to depend on advances in tion, respondent burden, and theory. To these
data collection efforts, and this insight leads to many excellent points, we would add that the
several recommendations for future work: availability of data, transparency in sharing anal-
increasing the availability of sophisticated forms yses, and issues of replication are now concerns
of diverse data (biological, spatial, administra- cutting across the social and behavioral sciences;
tive, psychological and behavioral); the develop- increased attention to each of these issues will
ment of international standards with respect to strengthen the knowledge base.
the ethics of data collection, storage, and the pre- One of the foundational concepts of the life
vention of deductive disclosure; strengthening course is the birth cohort because, as Elder and
connections between basic research and policy; George note, cohorts locate the aging person in
the extension of data collection efforts beyond historical context, and they also can provide
the United States and Europe; and scientific insight into the genesis of social change. The
Introduction: Life Course Studies – Trends, Challenges, and Future Directions 7

early statistical work of Schaie and the concep- to individual-level phenomena such as health.
tual work of Ryder laid the foundations for sub- Yet the authors argue that life course scholars
sequent research. Elder and George provide an have too readily (and perhaps unwittingly)
incisive review of these and related foundations, adopted a “functional-developmental” paradigm
noting that although cohort research was origi- that compromises the social richness of their
nally formulated with reference to between- explanations. Individual behaviors are socially
cohort comparisons, the field quickly realized constituted and, as such, need to be studied in
that within-cohort heterogeneity was equally terms beyond the “free-standing individual” and
important in locating people in history. They also with a skeptical stance toward existing social
argue that although cohort research has produc- arrangements—ranging from institutions to the
tively focused on a vast array of substantive top- life course itself—as “natural.” Their thesis is
ics, two processes—cohort replacement and illustrated with three probative examples: agency,
cohort diffusion—have emerged as fundamental gene-environment interactions, and early influ-
mechanisms that cut across many of these areas ences on outcomes later in life. In all of these
of research. They illustrate these points—the instances, Dannefer and his colleagues argue that
importance of juxtaposing inter- and intra-cohort sociology has adopted explanations based on
comparisons and of replacement and diffusion— individual attributes (e.g., biological embedding)
by considering research on secularization, the and lost perspective on the fundamental impor-
Easterlin hypothesis, family structure, and gen- tance of people’s position in society and the
der role orientations. Alwin and McCammon’s “malleability” of both social institutions and the
essay on Generations and Glenn’s essay on age/ person throughout life. The implications of their
period/cohort models in Handbook I are excel- chapter for future research are far-reaching: the
lent companion essays; these three essays jointly considerable efforts devoted to the study of
provide superb foundations and future directions individual outcomes need to re-focus, shifting
for thinking about aging in historical context. attention to the social forces that create patterns
Elder and George identify several areas for in the life course, social forces that are often
future research. First, they discuss a neglected dysfunctional.
aspect of cohort research: how cohorts create Mortimer and Moen address the fundamental
social change. They elaborate Modell’s point that concept of age. The German word bauplan means
each succeeding cohort creates a new context for “building plan” and is used broadly to refer to the
subsequent cohorts, a “demonstration effect” fundamental structural features of something
according to which social change influences the (load-bearing structures of a building, morpho-
life course of individual members of the cohort, logical features of animals, etc.). Age phases are
and these individual experiences aggregate to indeed the bauplan of the life course—the basic
constitute a new context for others. Second, age-graded segments (e.g., adolescence, old-old
future research can profitably explore connec- age) that are characterized by unique sets of
tions between inter- and intra-cohort heterogene- opportunities and limitations, that are widely rec-
ity. As longitudinal designs spanning many ognized by society, and that are regulated by
cohorts become increasingly available (e.g., the norms and societal and economic structures.
Health and Retirement Study), such studies will Mortimer and Moen note that the age phases of
be possible. And third, they recommend the addi- the life course have become increasingly differ-
tion of an ecological (spatial) focus to cohort entiated. Indeed, the pace of social change (prin-
research. Many life course processes (e.g., migra- cipally, demographic and economic) and the rise
tion, health, poverty) are known to reflect cohort of individualism may be creating new age phases
membership and spatial processes, but studies much more quickly than social institutions
have not bridged these two perspectives. (especially governmental policies) and expecta-
Dannefer, Kelley-Moore, and Huang note that tions adapt, vivid examples of both “cultural and
life course studies devote considerable attention structural lag.”
8 M.J. Shanahan et al.

The result is increasing ambiguity about icy for the gendered life course. Key to this bridg-
“appropriate” age-graded behaviors, an ambigu- ing effort is the mediating role of the family,
ity further compounded by the very different life especially intergenerational family networks.
course experiences of women and men (the gen- Hagestad and her colleagues explore the many
dered life course), of different social classes (the complexities that arise from this basic insight: the
stratified life course) and of different races (the consequences of age segregation for intergenera-
racialized life course). The concept of intersec- tional relationships, shifting roles and responsi-
tionality—that inequalities are best understood in bilities within intergenerational networks, and
terms of complex interactions involving gender, the increasing absence of such networks among
socioeconomic status, and race through time— childless men. Traditionally, roles, opportunities,
raises the possibilities that different subgroups in and limitations in intergenerational networks
society have unique age phases (e.g., poor black have varied by gender. Yet, as the authors note,
males often experience an “imprisonment phase”) public policy is just beginning to acknowledge
or, in any event, quite unique experiences of age this reality by, for example, encouraging “involved
phases that are common to the broader society dads” in Scandinavian countries, Portugal, and
(e.g., adolescence). These themes are discussed Germany. These themes are explored with refer-
in terms of two specific examples, early adult- ence to the considerable diversity among nations
hood and encore adulthood, though they discuss in their policies governing rights and duties
several others as well, including midcourse (see within intergenerational networks.
Moen, Handbook I) and old age.
Mortimer and Moen’s analysis raises a series
of questions for future research that are—given 4 Section II: Changing Social
how much progress has been made in life course Contexts and Life Course
studies—surprisingly foundational. How many Patterns
phases of the life course are there, and how do we
know? Or are age phases heuristic devices or Hofferth and Goldscheider review social changes
ideal types that should not be reified? What social since the mid-twentieth century that have affected
and economic forces maintain, destroy, and cre- family structures, family processes, and the
ate new phases? What are the implications of new socialization of children. The two stages of the
age phases for policy-makers? And, finally, what gender revolution (the increasing employment of
consequences do new age phases have for the women followed by increase in male participa-
individual, who, as John Meyer (1987) has tion in domestic work), lengthening education,
observed, negotiates the tension between having and shifts in societal norms have dramatically
a “legitimate biography” in the eyes of other peo- altered the family life course and produced
ple, while at the same time creating an individu- increasing diversity in family forms and child
alized biography as well? socialization. These trends are evident in aggre-
The final chapter in Part I is an excellent com- gate statistics that document increases in single
panion piece to Mortimer and Moen’s essay. parent families, non-marital child-bearing,
Hagestad and Dykstra (with van Baarle) begin divorce, and the ages of marriage and childbirth,
with the observation that North American life as well as in time use studies that describe con-
course research has tended to focus on micro- siderable change in children’s lives (e.g., gender
level experiences of men and women, while convergence in children’s time spent in house-
European efforts have focused on macro-level work and sports).
phenomena, especially the implications of policy As the “traditional” family life course recedes
settings and demographic changes for life course in prevalence, children are increasingly reared in
patterns. The “next generation” research should dual earner families, stepfamilies, single parent
bridge this “continental divide” by examining the families, and with same sex parents. Moreover,
implications of changing demographics and pol- they are increasingly exposed to multiple family
Introduction: Life Course Studies – Trends, Challenges, and Future Directions 9

structures before they themselves reach maturity process, as initial differences in cognitive skills
and form independent households. The authors and knowledge become increasingly pronounced
review substantial evidence that the character of through time. Crosnoe and Benner make an
experience in the highly formative years of child- important distinction between primary effects
hood and adolescence has major consequences that occur by virtue of differences in cognitive
for patterns of family formation and parent-child skill and preparation, and secondary effects that
relationships in the next generation. Their empha- arise as a consequence of differences in know-
sis on family change nicely complements chap- how and decision-making. Thus, interventions to
ters in Handbook I by Uhlenberg and Mueller, erase educational differentials through early skill
and by Putney and Bengtson. development (e.g., preschool programs) will only
Hofferth and Goldscheider emphasize that be partially successful if differences in informa-
these changes are manifest quite differently by tion (the importance of taking math and science
social class, racial/ethnic and immigrant status, coursework for college acceptance, how to navi-
and gender. Increasing diversity in family struc- gate financial aid) are not also addressed.
tures and the timing of family formation and The consequences of education are pervasive
change (e.g. partnership dissolution and re- throughout the life course, promoting success
partnering) raise the potential for greater indi- across numerous adult domains (e.g., occupational
vidual choice. At the same time, low income and status, earnings, health and mortality, marital sta-
minority families face considerable constraints in bility and parenting quality). Increasingly, the cen-
constructing stable family lives. Disruption in tral distinguishing feature of “haves” and “have
family life is more likely in less educated, lower nots” in contemporary society is the acquisition of
income families that are the least able to cope a 4-year college degree. The authors identify
with such change. phases of heightened vulnerability and responsive-
Hofferth and Goldscheider’s essay shows that ness that suggest points of effective intervention to
in the face of great heterogeneity and social reduce gross educational inequalities.
change, understanding family life will become In the next chapter, Zpata-Gietl, Rosenbaum,
increasingly challenging to life course scholars. and their colleagues draw attention to a much-
They call for future research on social class dif- neglected sector of higher education, the commu-
ferences in the consequences of cumulative expo- nity college, which enrolls vast numbers of
sure to distinct family structures and experiences; minority and first-generation college students.
processes of partnering and marital/relationship Despite its rapid growth (now constituting nearly
sorting in youth, young adulthood, and adult- half of all U.S. college enrollment) and increas-
hood; immigrant families; same sex couples; and ing role in the transition from school to work and
gender roles in retirement. to adulthood in general, community colleges
The following three chapters on changing remain understudied. The authors document the
educational contexts indicate the promise of extent of community college expansion and iden-
greater interaction between scholars of education tify key problems for students and their families.
and those who study the life course. These chap- Like 4-year college students, they typically take
ters extend earlier considerations of education longer than expected to complete their degrees
found in Handbook I by Kariya and Rosenbaum, and many never do so; over 40 % of community
Pallas, and Entwisle, et al. Crosnoe and Benner college entrants do not have an Associates’
describe the many ways that disparities in educa- degree or certificate 8 years later.
tional achievement and attainment (e.g., by race/ Students in community colleges face distinct
ethnicity and social class) develop and increase problems, largely due to their status as first gen-
as the individual moves through childhood, ado- eration college students, lacking parents and
lescence, and adulthood. As illustrated by other relatives who can guide them through the
Entwisle, Alexander and Olsen’s chapter in college entrance and completion process. The
Handbook I, this is a quintessentially cumulative disadvantages of community college students
10 M.J. Shanahan et al.

well illustrate the “secondary effects” noted in substantially in modern societies, in accord with
Crosnoe and Benner’s chapter. That is, commu- global shifts in labor force composition and
nity college aspirants often lack basic informa- needs. Given universal gains in education, they
tion about what they need to do in high school to ask: Which groups (defined by educational origin
prepare for community college entrance, how to and gender) have benefited most strongly from
acquire financial aid, how to select programs that educational expansion? How might educational
mesh well with their career goals, etc. Delays in advantages be transmitted intergenerationally?
degree achievement lead them to postpone nor- Are the answers to these questions the same
mative transitions to adulthood, such as marriage, across national contexts? Can prominent theories
parenthood, and entry to careers, while taking on of educational upgrading and expansion, posed
considerable debt. Those who begin family for- as universal trends in contemporary societies,
mation face role conflicts among their student, explain the patterns of change across countries?
marital and parental roles. With delays in degree PIAAC (Program for the International
completion, their advancing age and assumption Assessment of Adult Competencies) data from
of “adult” statuses (e.g., as marital partner and 22 countries collected in 2011 and 2012 enable
parent) reduce parents’ tendencies to support cross-cohort comparisons of intergenerational
them, financially and otherwise. inequality in educational attainment in succes-
The authors’ insights have strong policy sive birth cohorts from 1947–1952 to 1978–
implications. For example, failure to pass the 1982. Gender is a strong theme in their chapter,
remedial placement test prior to community col- as rising educational attainments of women have
lege entry leads to remedial classes for the major- reduced male advantage in some contexts and
ity of students, which take time and money but do led women to surpass men in others. While girls
not earn credits towards a degree. The authors have advantages over boys in some cognitive
recommend that high schools administer such skills, in self-regulation, and teachers’ evalua-
tests in the junior year so that students may be tions, these advantages cannot account for wom-
alerted to deficiencies and have their senior year en’s steep rise in educational attainment in recent
to address them. Timely advising and clearer cur- decades. The authors instead link girls’ rising
ricular structures are also advised. The lack of educational attainments to concomitant shifts in
institutional bridges from school to work makes gender roles and time use—the increasing preva-
for severe challenges for students (see also lence of dual earner families, reduced gender
Kerckhoff, Handbook I), decreasing their moti- discrimination, and expanded opportunities for
vation and efforts while pursuing community col- women in occupations requiring higher educa-
lege programs and reducing their ability, after tional degrees. In a previous era, educating girls
graduation, to find suitable work. The authors was considered less important given their lesser
offer several recommendations to increase the contribution to intergenerational social class
integration of community colleges with local standing. Increasingly, however, family socio-
employers and call for research on change in economic status depends on two earners. Men’s
expectations and actual decisions regarding fam- roles, in contrast, have changed much less over
ily formation and other transitions in the face of time; many men still seek employment in blue
extended educational timetables. We need to collar and technical occupations for which voca-
know much more about what enables community tional training is sufficient. Complicating this
college students to succeed despite the odds. explanation, more highly educated families, with
In a remarkable empirical study highlighting their egalitarian norms about education, have
the life course principles of time and place, historically promoted girls’ and boys’ attain-
Blossfeld, Blossfeld, and Blossfeld examine ments more equally.
changes in educational inequality in cross- The investigators find distinct patterns of
national perspective. They start with the observa- change in inequality across both secondary and
tion that educational attainment has increased tertiary levels. With respect to tertiary educa-
Introduction: Life Course Studies – Trends, Challenges, and Future Directions 11

tional expansion (i.e., college graduation), in nine mystique” for women, was founded on the
some countries inequality of educational attain- assumption that men’s attention should be pri-
ment has risen, supporting cultural reproduction marily, if not exclusively, focused on achieving
theory. In the U.S., women in the most highly success in the paid work role, while women’s
educated families are clear “winners,” and chil- focus should be confined to the home and rearing
dren of the least educated parents have not bene- children.
fited at all. A similar pattern is found in Poland. Though not all families could successfully
In contrast, South Korea belongs to a group of enact this structure, the single provider model of
countries in which growth in higher educational the family constituted the blueprint for life rou-
attainments has drawn in children from all educa- tines and objectives, “the way things should be.”
tional origins, reducing inequality, consistent For many male workers, structural features of
with modernization theory. The authors relate employment promoted this model of life and pro-
these differences to the rapidity of educational vided safety net provisions when it was jeopar-
expansion, ideological shifts, and the individual- dized. A living wage, more or less stable
ization of risk. employment and career ladders, unionization,
While this brief synopsis cannot convey the pensions, unemployment compensation and dis-
richness and scope of this cross-national longitu- ability insurance provided structural scaffolding
dinal comparison, suffice it to say that the to this regime, promoting family economic secu-
Blossfelds’ analysis illuminates the trajectories rity and well-being. In the present era of global-
of educational careers across nations and over ization, increasing competition, non-standard
time, the intergenerational transmission of edu- employment contracts, rapid technological and
cation, and the multifaceted interrelations of occupational change, wage stagnation and grow-
cross-national cultures, educational structures, ing inequality, the security of employment, and
social class mobility, and gender. The authors call “lockstep” movements from education to work to
for future research to enable a fuller understand- retirement have vanished.
ing of the manner in which parental education At the same time, echoing Hofferth and
conveys advantages to children (e.g., through Goldscheider’s discussion, Moen notes that fami-
cognitive competencies, non-cognitive traits, lies have become much more heterogeneous. The
parental information and decision-making, and need for two earners to secure a satisfactory stan-
teachers’ evaluations). They underscore the need dard of living, along with women’s widening
for detailed prospective and cross-national longi- aspirations, have propelled women into the work-
tudinal data on the long-term relationships force. Many employed women seek to enact the
between parents and children and how they influ- traditionally male “career mystique”, seeking
ence educational careers through the life course. parity with men in occupational and income
Moen’s essay, “Work over the Gendered Life attainments. Increasing longevity and extension
Course,” draws our attention to the increasingly of the “active” life span, coupled with the grow-
precarious and unpredictable nature of work and ing cost of living, have led many workers, both
its implications for the life patterns of men and male and female, to postpone retirement, further
women (see also Heinz, Handbook I). Although increasing labor force heterogeneity. But despite
the character of employment, the societal context the many societal and workforce changes render-
of work, and the attributes of workers have ing the traditional life-long full-time homemaker
changed drastically since the mid-twentieth cen- role nearly extinct, women are still expected,
tury, the normative framework and expectations even when working full time, to be primarily
surrounding work and careers have remained sur- responsible for child and elder care, as well as the
prisingly constant, constituting, according to care of their male partners. As a result, women’s
Moen, “a relic” of times past. The 1950s labor force participation is intermittent, with
breadwinner-homemaker family, with its accom- interruptions dictated by family needs. This
panying “career mystique” for men and “femi- pattern produces long-term disadvantage in
12 M.J. Shanahan et al.

career attainment and resource accumulation wealth of information about the character of mili-
both during and after their working lives. tary service and the attributes of those who enter
Moen argues for a re-thinking of basic the military. They make a convincing case for the
assumptions on the part of scholars as well as the importance of this experience, based on the num-
populace more broadly, e.g., that work always is bers of people who are serving at any given time,
the primary concern, that the male experience is who have served, or who are closely linked to
the template for the expected or ideal life course, persons with past or contemporaneous service,
that the “lock-step” three-pronged life course is and the potential for pervasive positive as well as
inevitable (preparation for work, work, and negative outcomes.
retirement), and that the individual is the focal London and Wilmoth’s essay illustrates the
unit. She advocates for replacement of these value of life course concepts (life long develop-
assumptions with recognition of the diverse goals ment, historical time and place, timing and
and circumstances of workers, who remain con- sequencing, human agency, and linked lives) in
nected to other family members whose changing studying selection to the military, contemporane-
needs may take precedence; the convergence of ous effects on health and well-being, and longer-
male and female employment and family care term consequences for educational attainment,
patterns; the need for greater flexibility in rules labor force outcomes, family formation, marital
governing the acceptable work day, work week, stability, and health. They note studies of the
and work year; and greater flexibility in the allo- military that have become classics in life course
cation of time to work, education, child rearing, studies—e.g., Sampson and Laub’s research on
and elder care to break up the traditional “lock- service as a “knifing off” experience, leading to
step” life course (see also Moen, Handbook I). positive turning points away from trajectories of
Moen asks, how can we respond to the institu- deviance and crime, and Elder’s work demon-
tional inertia that is so much a part of the taken- strating more positive effects on later outcomes
for-granted character of modern existence, with when service occurs earlier rather than later in
women exerting monumental efforts to fulfill their life, with the greater potential to disrupt ongoing
responsibilities in their first (employment) and trajectories of family life and work. Drawing on
second (family) work shifts? To answer this ques- the extant empirical evidence, they illustrate the
tion, she advocates more experimental designs and impacts of military service on child and adoles-
field experiments to demonstrate the benefits (and cent offspring of active service members and vet-
costs) of organizational accommodation to work- erans; and on early and later adults, among those
ers’ changed lives. Then we will know which inno- who have served. Longitudinal studies suggest
vations promote life quality, organizational the need for long-term monitoring as detrimental
effectiveness and gender equity. Moen’s ideas are outcomes may dissipate over time, and positive
revolutionary in their scope and implications— outcomes may take some time to emerge.
extending far beyond work to the ways we think Given recent wars in Iraq and Afghanistan,
about the gendered structure of time and the life military service in the context of a volunteer
course itself. Particularly intriguing is her empha- army has become a near-constant option for
sis on experimental life course innovation— young people. London and Wilmoth argue that in
designing and implementing innovations that can the context of delayed transitions in “emerging
test ideas about re-organizing the life course. adulthood” military service might be aptly con-
While the five initial chapters in Section II sidered a pathway to adulthood in itself rather
focus on changing contexts that have been much than (as framed in some research) an experience
studied by life course scholars—the family, edu- that delays this transition. The authors call for the
cation, and work—the last three address contexts collection of nationally representative longitudi-
that have been given less attention: the military, nal data that enables study of selection into the
the criminal justice system, and disasters. military, the timing and diversity of military
In their assessment of the military as a life experiences, and both positive (educational
course context, London and Wilmoth provide a attainment, earnings) and negative (PTSD, injury,
Introduction: Life Course Studies – Trends, Challenges, and Future Directions 13

depression, marital instability) outcomes Prison clearly has countervailing consequences


throughout life. Ideally, such study would include for crime. It removes offenders from society, pre-
others connected to military service members venting criminal activity while incarcerated. At the
and veterans, and address variation by gender, same time, it promotes recidivism by increasing
race/ethnicity, social class origin, and sexual “criminal capital” and by preventing the resump-
identity. The research they advocate, which, like tion, or initiation, of a conventional life course
the many studies they review, is likely to demon- upon release. As a result, the authors consider it
strate positive as well as negative impacts, has essential for future researchers to address the fea-
strong policy implications given recruitment dif- tures of the prison experience that may lead to bet-
ficulties and concerns that the all-volunteer mili- ter outcomes (job training and post-secondary
tary places undue burden on a very small portion education). Similarly, it is important to know for
of our population. whom rehabilitative efforts actually work so as to
With notable exceptions (see Handbook I be able to inform effective interventions and
chapters by Sampson and Laub and by Uggen reforms. To achieve this end, prospective longitu-
and Massoglia), the criminal justice system is a dinal studies that document experiences in prison
second institution that has been neglected by life and that follow ex-prisoners well after leaving
course researchers, despite the fact that crime and prison are necessary.
punishment are highly age graded and have Disaster, a third area neglected by life course
marked consequences for future trajectories. scholars, constitutes an extreme example of con-
Wakefield and Apel highlight the life course prin- textual change. For DeWaard, disasters are a
ciples of context and timing: the development of most promising domain of life course research
mass incarceration since the 1970s, the dispro- given their potential to fundamentally alter
portionate concentration of criminal justice sanc- human lives as people suffer severe injury, dis-
tions in young, minority, and disadvantaged ability, homelessness, and other disruptions that
populations, and the consequences of removing threaten ongoing family and work trajectories.
individuals on the cusp of adulthood from pro- Since both “natural” and “man-made” calamities
gressing, along with their age peers, into adult fall under the rubric of disaster studies, a wide
roles. They document the pervasive impacts of range of phenomena are encompassed: wars, ter-
incarceration on the “linked lives” of family rorist attacks, earthquakes, hurricanes, floods,
members (e.g., physical and mental health, harsh droughts, and other events that wreak havoc on
parenting, marital dissolution, wages, homeless- people and places. DeWaard conceptualizes
ness, children’s educational achievement). disasters as processes, not discrete events, and
Finally, under the rubric of agency, they discuss points out that vulnerability to disaster, and the
the numerous draws of crime and deviance—as a reasons for vulnerability, depend on the life
badge of honor in the criminal culture and a mode course stage in which it is experienced. For
of acquiring material resources. Nonetheless, example, for children and adolescents, disasters
felony convictions and incarceration are “occu- threaten sensitive processes of emotional and
pational hazards” posing numerous risks in terms cognitive development; for adults, disasters jeop-
of “collateral consequences.” Indeed, incarcera- ardize housing and other material resources; for
tion has the paradoxical effect of creating a large the elderly, disasters disrupt access to and conti-
“population that is hidden, locked out, and living nuity of medical care. Life course consequences
on the margins of society,” given formal exclu- depend on pre-existing vulnerabilities of persons
sion from employment, educational opportuni- and places and features of the disaster itself,
ties, and public housing, and informal penalties, especially the sudden or delayed character of
including stigmatization, surveillance following onset and desistance. To illustrate these ideas, he
prison, and “secondary prisonization,” the perva- estimates a dynamic population model showing
sive difficulties inflicted on partners and how disaster disrupts the age profiles of migra-
children. tion and mobility.
14 M.J. Shanahan et al.

DeWaard calls for longitudinal research that with reference to the timing of poverty and its
inventories individuals’ pre-disaster characteris- consequences.
tics, measures the character of their exposure to Kalil and her colleagues emphasize study
disastrous events, and surveys long-term out- design and internal validity (see Moore and
comes. While extant research provides some Brand, this volume), and discuss results from
indication that persons are differentially vulnera- experimental and quasi-experimental studies.
ble to disasters as a function of their prior mental Their review points to several intriguing avenues
health and earlier adverse life events, we know for future research. First, research typically
little about what makes people especially at risk begins assessing children when they enter school
at distinct stages of the life course. His essay sug- systems and, consequently, very little is known
gests the potential for research focusing on expo- about the role of poverty (even less, its mecha-
sure to particular types of disaster at particular nisms) in the earliest stages of childhood. Second,
life stages. For example, might youth and young there appear to be long-term consequences of
adults be especially vulnerable to disasters linked children’s poverty for productivity in adulthood,
to climate change (e.g., droughts), since they will but these associations may not be mediated by
be the ones who are called upon to serve in wars schooling, wage rates, or behavioral indicators.
over scarce resources? They are also more apt to Thus, a major challenge is to identify the opera-
migrate across national borders as the acquisition tive mechanisms that link early poverty with life-
of resources fundamental to human life (food, long attainments. Finally, these two themes are
water) becomes problematic. Their attempts to complicated by both measurement strategies for
acquire adult role markers, with marked conse- assessing income and poverty, and by the wide
quences for future trajectories, will be beset with array of consequences that are studied.
all the difficulties and disadvantages associated Hayward and Sheehan focus on adult health as
with immigrant status. a consequence of life-long experiences.
Particularly with the publication of Hayward and
Gorman’s (2004) classic essay on the “long arm
5 Section III: Health of childhood,” a considerable body of research
and Development Through suggests associations between childhood socio-
the Life Course economic circumstances and adult health. In the
present essay, Hayward and Sheehan identify
Section III applies life course perspectives to three avenues of research that will further eluci-
individual differences, including aspects of date these associations. First, studies will ideally
health, poverty, agency, and cognition. Kalil, shift from consideration of one indicator of health
Duncan, and Ziol-Guest begin this section with a to a holistic consideration of a “portfolio” of indi-
consideration of the extensive literature on the cators of health and well-being. This recommen-
effects of poverty on children’s development. dation follows from several findings. Clearly,
They note that, already in the first grade, teach- health is multi-faceted, but the authors discuss
ers’ ratings of students’ skills (e.g., paying atten- research showing that specific dimensions of
tion) are predicted by income, and that childhood health are differentially responsive to early expe-
poverty has life-long implications for status riences. Moreover, different groups in society
attainment. Thus, like educational achievement experience distinct patterns of health; they
(Crosnoe and Benner, this volume) the study of observe, for example, that older foreign-born
poverty and its effects on the life course raises Hispanics in the US have lower rates of some
issues about the initial mechanisms through chronic conditions and mortality (compared to
which children begin to differentiate and mecha- blacks and whites), but higher rates of disability.
nisms that maintain and magnify such differ- Finally, a multifaceted assessment of health is
ences. And these issues, in turn, are considered necessary to study the distinct possibility that
Introduction: Life Course Studies – Trends, Challenges, and Future Directions 15

aging is associated with a “cascade” or career of provides resources that, by a wide variety of
health, possibly including pre-disease pathways, mechanisms, consistently promote health. They
symptoms, disease states and chronic conditions, review the principal mechanisms for this associa-
disability, frailty, and mortality. The development tion in recent decades, but note that returns on
and use of a health portfolio, particularly involv- education may depend on years of schooling and/
ing a cascade of eventualities, is thus a highly or degree attainment, and that increased attention
promising strategy to learn more about the long should also be devoted to the relationship between
arm of childhood. education and specific symptoms and disorders,
Second, Hayward and Sheehan urge the incor- both mental and physical. This recommendation
poration of biological models into life course is clearly consistent with Hayward and Sheehan’s
studies of health. Very early social experiences “portfolio” and “cascade” approaches.
may (or may not) “embed” in the biology of the Also consistent with Hayward and Sheehan,
person, but this possibility does not obviate the the authors urge a historical perspective that
need to study patterns of experiences beyond examines age and cohort patterns, although few
childhood. Trajectories of health must be datasets currently allow for such studies. They
described and explained in terms of origins, especially urge the study of the age-as-leveler
change, and the initiation and rate of change. At and cumulative advantage hypotheses: respec-
different points in the trajectory, different experi- tively, that health disparities decrease with age,
ences may become more or less salient, and the and that they increase with age. They suggest that
balance of childhood and adult influences may both mechanisms can be operative, and they may
change. The authors explore these complexities also vary by cohort. A second key problematic in
with the example of atherosclerosis, which the study of social status and health remains
reflects diverse factors at different points in life selection and causation mechanisms: respec-
and may (or may not) lead to increasingly serious tively, that health causes status attainment, and
compromises to health. that attained status causes health. Both possibili-
Finally, the authors note that the vast prepon- ties are likely true to some degree, at least for
derance of research on the social precursors to some aspects of health, although the precise dis-
health, even among life course scholars, has not entangling of these processes remains a formida-
attended to cohort differences (see Elder and ble challenge (Moore and Brand, this volume).
George, this volume). Lack of attention to cohort The study of both age/cohort and selection/cau-
differences is surprising given the many social sation may be further enriched by framing them
factors that are both related to health and that in terms of familial generations given that health
have changed markedly in recent decades; for and education tend to reproduce across the
example, the associations between dimensions of generations.
social status (e.g., occupation) and demographic Johnson and her colleagues urge greater atten-
composition and access to health resources and tion to short- and long-term mechanisms by
medical technology. The authors discuss major which education influences health. Studies typi-
technological developments—beautifully cap- cally examine short-term or long-term implica-
tured in a table—that surely have created disease- tions of educational experiences, but rarely
specific cohort patterns. Taken together, Hayward attempt to examine connections between short-
and Sheehan’s recommendations for future and long-term consequences. This opportunity
research—cohort-sensitive studies that use a seems especially promising with respect to col-
portfolio-approach to health and that consider the lege attendance, which likely increases some
full temporal complexity of both health and its unhealthy behaviors in the short-term, but has
antecedents—point the way to highly nuanced long-term positive effects on health. More
research on health disparities. broadly, the authors explain the usefulness of
Johnson, Staff, Schulenberg, and Patrick begin thinking about educational careers extending
with the observation that education is a “funda- from the first years of schooling to educational
mental cause” of health, meaning that education completion and, on the other hand, health
16 M.J. Shanahan et al.

behaviors and well-being as extending from birth of this research is that childhood adversity—
to death. That is, they urge a re-focusing from ranging from low SES to maltreatment—is a
educational completion and later health, to one of potentially powerful antecedent to a surprisingly
life-long, co-occurring experiences comprising wide-range of disease states in later life. Ferraro
trajectories and transitions. Indeed, some schol- urges continued study of these associations but
ars have suggested that both health and education with an emphasis, once again, on resilience: what
are endogenous to traits such as social skills and are the truly salient features of adversity in child-
conscientiousness (e.g., Ross and Mirowsky hood? And what resources promote recovery
2011; Shanahan et al. 2014). from such experiences? These questions encour-
Ferraro adopts an “aging” framework that age the study of early adversity and later health not
considers health in old age as resulting from life- in terms of two points in time (childhood, adult-
long experiences beginning at conception (and, hood) but rather in terms of life-long experiences.
indeed, in prior familial generations). Although a Third, Ferraro discusses aging and health in
medical perspective on health in old age has terms of familial generations, the study of which
gained considerable traction among scholars, so, provides opportunities to study the transmission
too, has a “life course lens.” Ideal data—diverse (or reproduction) of three key sets of variables
birth cohorts of people studied from conception from grandparents to parents to children: genetic,
to 100 years of age and beyond—will likely never socioeconomic, and behavioral (see Thornberry,
exist, and so Ferraro considers the strengths, this volume; Hagestad, this volume). How these
weaknesses, and opportunities that attend to three different types of influences coalesce, mediate,
practical strategies for studying health and aging. and moderate one another to promote healthy
First, several datasets provide insights into the aging has scarcely been studied and represents a
lives of centenarians, suggesting, for example, daunting level of complexity. Ferraro urges that,
three health career patterns among them: escap- across these three research problematics,
ers (people who reach 100 without any major dis- researchers draw on cumulative inequality theory
ease or illness); delayers (major disease onset at (with its emphasis on longitudinal models of sta-
age 80 or later); and survivors (major disease tus and health trajectories of different groups in
onset before age 80). Although the centenarian the population), biomarkers that may cast light
studies do not use prospective “control groups” on the black box common to research on early
of comparable people who die before the age of experience and later health, and spatial and phys-
100, this body of research has not identified any ical contexts of aging (see also, Browning et al.,
one factor (e.g., genetics) as decisive in reaching this volume). His recurring message, however, is
this milestone. Indeed, many centenarians report the value of increased attention to sources of
lives marked by hardships (including, most dra- resilience across the life course, both for the indi-
matically, periods of starvation). This surprising vidual and social groups.
conclusion leads to Ferraro’s first recommenda- Significant cross-fertilization has occurred
tion for future research: the study of how multi- between the sociology of mental health and life
ple, diverse factors—ranging from the biological course studies in the past 15 years. Avison pro-
to the social—combine over the life course to vides an overview of this synthesis, beginning
promote long lives, especially how such factors with the seminal papers of Pearlin and his col-
promote recovery in the face of extreme leagues, who argued that stress is a multifaceted,
challenges. dynamic process that encompasses life-long
Second, prospective panel studies, involving experiences of social stressors, coping mecha-
repeated assessments of the same people over nisms and social supports, and both improve-
time, are now common; many such studies ments and declines in well-being (eustress and
include retrospective data and, increasingly, distress, respectively). Avison identifies several
administrative records describing experiences dividends that have resulted from this synthesis,
prior to the initiation of the panel. A major theme including studies of the “long arm of childhood”
Introduction: Life Course Studies – Trends, Challenges, and Future Directions 17

(see Hayward and Sheehan, this volume; Ferraro, (or discontinuous) change in mental health, and
this volume), which involve an appreciation for the identification of social experiences that can
longitudinal patterns in stressors, often reflecting have such remarkable implications. Avison’s
age-graded roles; for trajectories of mental essay thus provides a superb overview of this sub-
health; and, increasingly, for complex connec- field, identifying accomplishments, limitations,
tions over time between stressors and both physi- and future directions.
cal and mental health. Two essays in this section focus on individual
Trajectories of mental health have been the sub- differences that, while having clear connections to
ject of extensive research, with a focus on inter- health, are often studied in their own right. Hitlin
connections between changing social experiences and Kwon discuss the long-standing interest in
and changing symptoms. Avison notes several agency (see also Gecas, Handbook I). They focus
limitations to this research, including limited span attention on agency as a concept that has been tra-
of age coverage in most datasets, lack of substan- ditionally measured in ways that lack content
tively meaningful change in many symptoms, and validity. They note that most studies of agency
inattention to specific disorders. Conceptually, have used survey instruments such as self-efficacy,
issues of timing are especially challenging, includ- mastery, future orientations and, less commonly,
ing the relative importance of past and present cir- planful competence; psychological cognates such
cumstances, mental health at a point-in-time as conscientiousness are discussed in terms of
versus trajectories of symptoms, “careers of men- agency as well. Hitlin and Kwon review research
tal health” that include first occurrence of a disor- on these topics, showing that a considerable body
der, recovery, and later episodes, and the of knowledge has emerged on how they are
long-standing challenge of selection and causa- socially distributed by social class, gender, and
tion. Like many authors in Handbook II, Avison race, and how they are associated with common
discusses several natural experiments and urges social experiences (e.g., school performance).
researchers to search for such opportunities. They identify several avenues for future
Despite these challenges, Avison urges the research. First, they explain the value of cross-
continued study of trajectories of mental health, national and cross-cultural studies of agency. A
and he suggests several themes for future research. limited body of research suggests that age-graded
First, research in psychobiology and developmen- trajectories of constructs like mastery differ by
tal psychology points to the importance of child- political economies, although results are thus far
hood experiences of stressors and their enduring only suggestive. The study of connections
social psychological consequences. Avison urges between political economies and agency through
that studies of trajectories of mental health— life is thus one avenue for future research (see
which typically focus on adolescents and adults— Diewald, this volume), which is becoming
extend to include childhood exposures and increasingly possible with the proliferation of
resulting behavioral tendencies. Second, he urges sufficiently harmonized cross-national data. With
continued study of the complexities of the “stress respect to culture, they note that research has
universe,” especially the extension of research to been heavily influenced by the long-standing dis-
multilevels of stress (e.g., neighborhoods and tinction between collectivistic and individualistic
other spatial distinctions; see Browning et al., this societies, but that this distinction has been criti-
volume; biomarkers, the Barker hypothesis, and cized as too simplistic. There is considerable
diverse genetic mechanisms; see Shanahan et al., variability within countries (often between, for
Handbook I), the meaning of stressors for the per- example, rural and urban dwellers), and younger
son, and the surprisingly unexplored issue of cohorts are being influenced by a global culture
cumulation (i.e., the functional form of the effects that promotes individualism. Moreover, it is
of stressors). A third challenge for researchers is unclear whether common measures of agency—
the possibility of turning points that re-direct developed in the West—adequately capture the
mental health trajectories, suggesting non-linear content validity of the concept in other societies.
18 M.J. Shanahan et al.

Finally, Hitlin and Kwon bridge these con- age-related stability to how social location and
cerns for cross-national and cultural differences events in the life course may alter age-graded
with issues of timing. They note that, while good trajectories.
progress has been made (e.g., the work of Ross Growth models of cognitive development
and Mirowsky), there is much about the age- almost always examine age-graded change. In
graded nature of agency that is not well under- contrast, they propose a latent difference score
stood. Evidence suggests that constructs such as model according to which the observations are
mastery follow an age-graded, inverted U-shape organized with respect to the experiencing of an
curve, increasing through earlier adulthood and event such as retirement. This “event-centered”
declining in later adulthood. Yet many segments growth model can thus reveal change patterns
of the curve remain unexplained, particularly in leading up to and subsequent to the event. The
adolescence. Moreover, some evidence suggests authors expertly review extant knowledge about
that mastery may often reflect notable cohort cognitive functioning across the major phases of
effects, and they thus urge the study of agency as life, and then suggest extensions, for each phase,
an age-period-cohort problem. These future that would apply their event-centered approach.
directions suggest exciting new lines of research This strategy can also be used to study the same
on connections between macro and micro phe- event (e.g., transition to retirement) for different
nomena. First, basic issues of measurement need subgroups of the population who experience it at
to be addressed to capture the content validity of different ages, although selection into groups
agency in diverse countries and cultures. Second, may limit this design somewhat.
to the extent that such measures are comparable, As Alwin and his colleagues note, there are
we need research on how age-trajectories of many widely-experienced events across the life
agency vary by political economic systems, and course that can be studied in this framework,
the factors that explain these age-related patterns. including transitions involving school, work, and
And third, attention should be directed to cohort family. Thus, broadly viewed, their event-
and period effects that shape agency both within centered model provides insight into the develop-
and between societies. mental patterns of individual differences, but also
Alwin, Thomas, and Wray consider cognitive how these patterns can be altered by the many
development from a life course perspective, transitions and events of the life course. Growth
which is an intriguing focus given the strong models that are “event-centered” could be applied
developmental orientation of most research on to the study of diverse outcomes; indeed, their
this topic. We close this section with their essay approach meshes well with Avison’s call for
because, in addition to expertly considering cog- research on turning points in trajectories of well-
nition, their work has much broader implications being and Dannefer’s interest in moving away
that extend to the study of any individual differ- from the “functional-developmental” paradigm.
ence (e.g., personality, health, agency). They note
that while life course scholars often refer to
human development in abstract terms, “they 6 Section IV: Methods for Life
rarely focus on the ways in which life course Course Research
events, transitions, and trajectories actually
impinge on and are affected by developmental Section IV begins with an essay on qualitative
outcomes over the life span.” The authors note longitudinal research in life course studies by
that stability in cognitive functioning is very high Hermanowicz, who draws on his extensive expe-
but that this may reflect increasing stability in riences in the study of scientific careers. As he
social circumstances, especially in adulthood. notes, long-term interview-based projects are
Echoing Dannefer et al. (this volume), a more rare, but they offer enormous potential for the
probative consideration of the malleability of description of trajectories, transitions, and the
cognitive functioning would shift focus from interpretive stances of life-long experiences. This
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1230

Diagnosis and prognosis,

410

Etiology,

406

Age and sex, influence of,

406

Heredity, influence of,

407

Pathology and morbid anatomy,

410-413

Symptoms,

407
Circulation, disorders of,

409

Digestive,

409

Pain, seat and character,

408

Paroxysms, characters of,

408

409

Synonyms,

406

Treatment,

413
Bromides, use,

414

415

Caffeine and guarana, use,

414

Cannabis indica, use,

413

415

Climate, change of,

413

Ergot, use,

413

414
Galvanism, use,

414

415

in childhood,

415

Indications for,

413

Morphia, use,

415

Muriate of ammonium and chloral, use,

415

Nitrite of amyl and nitro-glycerin,

414
Quinia, use,

414

Miliary aneurisms, relation of, to cerebral form of encephalitis,

792

hemorrhage,

921-923

tubercles in tubercular meningitis, seat and character,

730

732

Mimicry in hysteria,

251

,
255

270-272

Mind-cure in hysteria,

277

Miryachit, the, hysterical nature of,

228

Mitchell's rest-cure in hysteria,

279

in neurasthenia,

358-362
Monoplegia, hysterical,

238

in nervous diseases,

44

Monospasm in nervous diseases,

46

Moral insanity,

143

management of spinal sclerosis,

906

sense, deterioration of, in chronic alcoholism,

624
treatment of hysteria,

276

Morbid anatomy of abscess of the brain,

792

of acute simple meningitis,

719

of acute spinal meningitis,

750

of acute spinal myelitis,

812

of amyotrophic lateral sclerosis,

867

of cerebral anæmia,
781

of cerebral hemorrhage,

919-927

of cerebral hyperæmia,

767

of cerebral meningeal hemorrhage,

713

of chorea,

450

of chronic spinal meningitis,

762

of chronic spinal pachymeningitis,

748
of congestion of cerebral pia mater,

716

of congestion of spinal membranes,

747

of delusional insanity,

169

of diffuse sclerosis,

886

of disseminated sclerosis,

874

880-883

of external pachymeningitis,

705
of family form of tabes dorsalis,

872

of infantile spinal paralysis,

1132

of insanity,

121

of internal pachymeningitis,

706

of neuritis,

1190

of paralysis agitans,

433

of secondary scleroses,

893
of spastic spinal paralysis,

865

of spina bifida,

759

of spinal meningeal hemorrhage,

755

of tabes dorsalis,

840

of tetanus,

549

of tubercular meningitis,

729
Morbid anatomy and pathology of chronic lead-poisoning,

689

of epilepsy,

488

of writers' cramp,

526

Morbid somnolence,

344

Morphia, use, in acute simple meningitis,

721

in cerebral anæmia,

788
in hysteria,

276

in migraine,

415

in multiple neuritis,

1198

in neuritis,

1194

in spinal sclerosis,

905

in thermic fever,

398

399
in the treatment of the opium habit,

673

675

in tumors of the brain,

1068

in vertigo,

427

Morphœa, in progressive unilateral facial atrophy,

695

Morphine habit,

647
Mortality of chorea,

454

of insanity,

125

126

of tetanus,

553

Motility, disturbances of, in spinal syphilis,

1025

Motion, disorders of, in chorea,

445

446
in chronic alcoholism,

620

in diffuse spinal sclerosis,

888

Motor paralysis in unilateral paralysis of spinal cord,

1166

Motor symptoms of thermic fever,

391

weakness, in spinal hyperæmia,

803

Motory symptoms of nervous diseases,


42

Multiple and multiple degenerative neuritis,

1195

Diagnosis,

1197

Etiology,

1197

Nature and history,

1195

Pathology,

1196

Prognosis,

1198
Symptoms,

1195

Onset,

1195

Pain, characters,

1195

Paresis and atrophy of muscles,

1196

Sensation, disturbances of,

1195

Treatment,

1198

Electricity,
1198

Morphia,

1198

Salicylate of sodium and iodide of potassium,

1198

Rest,

1198

Multiple cerebro-spinal sclerosis,

873

Muscles, atrophy of,

1267

changes in, in alcoholism,

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