№ 11/2018

Fìnansi Ukr. 2018 (11): 21–38https://doi.org/10.33763/finukr2018.11.021

FINANCE OF EDUCATION AND SCIENCE

BOHDAN Ivan ¹, SVIRIDOVSKA Anastasiia ²

¹National Bank of Ukraine
OrcID ID : https://orcid.org/0000-0002-1752-0198
²SESE “Academy of Financial Management”
OrcID ID : https://orcid.org/0000-0002-1112-5584

Classification of information for R&D data analysis: international standards and national practice

The article investigates the issues concerning the implementation in national practice of international standards applicable for the synthesis and systematization of research and development statistics (RDS). The article deals with the main classification features used to generalize RDS according to the OECD Frascati Manual. The author discloses specific approaches to the classification of information on certain types of data: indicators of R&D performance; R&D funding; R&D personnel by sector of employment; government tax relief for R&D; government budget allocations for R&D. Particular attention is paid to the recommended classifications for performer of R&D by specific institutional sector of the economy – government, business enterprise, higher education and private non-profit sectors. The article provides a comparative analysis of the existing national practice of generalizing R&D statistics and guidelines of the OECD Frascati Manual. A comparison of the classifications used to systematize the relevant statistical information is conducted by each data type and type of classification. It is revealed that by some indicators, statistical data in Ukraine are systematized by alternative classifications, in some cases there are differences in the methodology, and a number of indicators are not worked out at all. It is concluded that the implementation of international standards in Ukraine covers no more than 50% of the statistical information on R&D, provided by the Frascati Manual. At the national level, information on government tax relief and government budget allocations for R&D are not systematized at all. For each of the datasets, the authors have prepared recommendations to improve the existing national practice of providing R&D statistics in accordance with the OECD Frascati Manual.

Keywords:research and development (R&D), OECD Frascati Manual, R&D performance, source of funds of R&D, institutional sectors, classification of R&D

JEL: O3

BOHDAN I. . Classification of information for R&D data analysis: international standards and national practice / I. . BOHDAN, A. Sviridovska // Фінанси України. - 2018. - № 11. - C. 21-38.

Article original in Ukrainian (pp. 21 - 38)

Download

Downloads :492

1. OECD. (2015). Frascati Manual 2015: Guidelines for Collecting and Reporting Data on Research and Experimental Development, The Measurement of Scientific, Technological and Innovation Activities. Paris: OECD Publishing.
doi.org/10.1787/9789264239012-en

2. Heiets, V. M. et al. (Eds.). (2015). Innovative Ukraine 2020. Kyiv: NAN Ukrainy [in Ukrainian].

3. Dovhal, O. A. (2014). The system of indicators of innovative economy and the place of Ukraine in it. The Banking University Bulletin, 1, 92-95 [in Ukrainian].

4. Yehorov, I. Yu., Chernenko, S. M. (2014). Harmonization of Ukraine's system of indicators of scientific, technical and innovative development with OECD standards. Problems of science, 11-12, 2−7 [in Ukrainian].

5. Zhukovych, I. A., Ryzhkova, Yu. O. (2011). The formation of science statistics: foreign and national experience. Applied statistics: problems of theory and practice, 2, 208-214 [in Ukrainian].

6. Odotiuk, I. V. (2009). Economic scenarios for innovative development of the industry of high-tech manufacturing in Ukraine. Economy of industry, 5, 119-126 [in Ukrainian].

7. Shymko, S. (2009). Satellite account of research and development of the problem of constructing and calculating indicators. Bulletin of Lviv University. Economics, 42, 291-297 [in Ukrainian].

8. State Statistics Service of Ukraine. (2011). On approval of Methodological provisions on statistics of scientific and technical activities (Order No. 312, November 22). Retrieved from www.ukrstat.gov.ua/metod_polog/metod_doc/2011/312/312.htm [in Ukrainian].

9. State Statistics Service of Ukraine. (2016). Methodological regulations on research and development statistics (as amended by the order of the State Statistics Service of Ukraine of September 12, 2016 No. 171). Kyiv: Author [in Ukrainian].

10. State Statistics Service of Ukraine. (2018). Scientific and innovative activity of Ukraine. Kyiv: Author [in Ukrainian].

11. United Nations. (2008). System of National Accounts. Retrieved from unstats.un.org/unsd/nationalaccount/sna2008.asp.

12. State Statistics Service of Ukraine. (2016). Clarification on filling in the form of state statistical observation No. 3-science (annual) "Report on the implementation of scientific research and development for 20_ year" from 05.08.2008, No. 17.4-12/16. Retrieved from buhgalter911.com/blanki/statistika/statistika-nauki/ [in Ukrainian].

13. Eurostat. (2008). Comparison between NABS 2007 and NABS 1992. Retrieved from rio.jrc.ec.europa.eu/en/stats/documentation-view?field_statistical_theme_taxonomy_tid=1375.

14. UNStats. (2000). Classification of the Functions of Government (COFOG). Retrieved from unstats.un.org/unsd/publication/SeriesM/SeriesM_84E.pdf.

15. United Nations. (1982). Provisional guidelines on standard international age classifications. New York. Retrieved from unstats.un.org/unsd/publication/SeriesM/SeriesM_74e.pdf.

16. The UNESCO Institute for Statistics. (2013). International Standard Classification of Education. ISCED 2011. Montreal: Author. Retrieved from uis.unesco.org/sites/default/files/documents/international-standard-classification-of-education-isced-2011-ru_0.pdf.