Latent structureSocial GerontologyAge beliefs / self-perceptions of agingModel

Expectations Regarding Aging Survey

Also known as: ERA-38, ERA-12, Expectations Regarding Aging, Age Expectations Survey

OriginatorCatherine A. Sarkisian and colleagues (UCLA)Year2002Sources2Related methods5

The Expectations Regarding Aging (ERA) Survey measures the degree to which an individual expects physical, mental, and cognitive functioning to decline as a normal and unavoidable part of growing older. Developed by Catherine Sarkisian and colleagues at UCLA, the original 38-item version (ERA-38, 2002) and the widely used 12-item short form (ERA-12, 2005) capture 'age expectations' — a self-perception-of-aging construct that predicts health behaviors and outcomes. Items are answered on a Likert scale and scored into three domain scores (expectations regarding physical health, mental health, and cognitive function) plus a total, conventionally rescaled to 0–100 where higher scores indicate higher (more positive) expectations. Low expectations — believing that decline is inevitable — are associated with less physical activity, lower help-seeking, and worse outcomes, making the ERA a key tool for studying how beliefs about aging shape behavior.

Key highlights

  • Targets a specific, behaviorally consequential construct — beliefs about the inevitability of age-related decline — rather than generic well-being.
  • Offers domain scores (physical, mental, cognitive) and a total, with a short 12-item form that minimizes respondent burden.
  • Scored on an interpretable 0–100 metric with established reliability and validity across multiple studies.
  • Predicts meaningful behaviors such as physical activity and help-seeking, supporting use in behavioral and intervention research.

Intuition

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How it works

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When to use it

Use the ERA survey when you want to measure self-perceptions or expectations of aging as a predictor or outcome — for example to test whether beliefs about the inevitability of decline are associated with physical activity, preventive-care use, symptom reporting, or health outcomes in older adults, or to evaluate interventions designed to change such beliefs. The 12-item short form is preferable when respondent burden matters; the 38-item version offers finer content coverage. It is appropriate in community and clinical samples of older or middle-aged adults capable of self-report. It is less suited to respondents with cognitive impairment, to populations very different from those in which it was validated without checking measurement invariance, or when the goal is to measure objective functioning rather than beliefs about it.

Strengths & limitations

Strengths
  • Targets a specific, behaviorally consequential construct — beliefs about the inevitability of age-related decline — rather than generic well-being.
  • Offers domain scores (physical, mental, cognitive) and a total, with a short 12-item form that minimizes respondent burden.
  • Scored on an interpretable 0–100 metric with established reliability and validity across multiple studies.
  • Predicts meaningful behaviors such as physical activity and help-seeking, supporting use in behavioral and intervention research.
Limitations
  • Measures beliefs, not objective functioning, so it must be paired with outcome or behavior measures to study its consequences.
  • Self-report is subject to social desirability and response style.
  • Validated primarily in particular U.S. samples; cross-cultural and cross-group use requires invariance testing.
  • Expectations may be both cause and consequence of health status, complicating causal interpretation in cross-sectional data.

Common pitfalls

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Applications

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Frequently asked

What is the difference between the ERA-38 and the ERA-12?

The ERA-38 is the original 38-item instrument with broader content coverage; the ERA-12 is a 12-item short form built from it, comprising three four-item subscales (physical health, mental health, cognitive function). The short form was validated to retain strong reliability (subscale alphas above 0.74) and to explain over 88% of the variance in the ERA-38 total, so it is preferred when respondent burden matters while the longer version offers finer-grained measurement.

Do higher ERA scores mean better or worse expectations?

Higher scores mean higher — more positive — expectations, indicating that the respondent rejects the idea that decline in functioning is an inevitable part of aging. Scores are conventionally rescaled to 0–100, so a score near 100 reflects strongly positive expectations and a score near 0 reflects strongly negative (fatalistic) expectations. Items are keyed and negatively worded items recoded so this direction is consistent across the whole scale.

Why do expectations regarding aging matter for health?

Because beliefs shape behavior. Older adults who expect decline to be inevitable are less likely to exercise, more likely to dismiss symptoms as 'just age,' and less likely to seek care, whereas those with higher expectations engage more in prevention and treatment. The ERA was developed precisely to capture this lever, and validation studies link low expectations to lower physical activity and help-seeking, which is why interventions sometimes target expectations directly to improve health behavior.

Sources

  1. 1.
    Sarkisian, C. A., Hays, R. D., Berry, S., & Mangione, C. M. (2002). Development, Reliability, and Validity of the Expectations Regarding Aging (ERA-38) Survey. The Gerontologist, 42(4), 534-542.
  2. 2.
    Sarkisian, C. A., Steers, W. N., Hays, R. D., & Mangione, C. M. (2005). Development of the 12-Item Expectations Regarding Aging Survey. The Gerontologist, 45(2), 240-248.

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ScholarGate. (2026, June 23). Expectations Regarding Aging Survey. ScholarGate. https://scholargate.app/social-gerontology/expectations-regarding-aging