The steering committee identified seven topics for presentations and subsequent discussions at the workshop:

1. the purposes and uses of National Patterns;

2. advances in international comparability of the statistical outputs in National Patterns;

3. the nature and estimation of R&D expenditure data for nonprofit organizations;

4. the benefits of collecting and reporting on additional variables relevant to R&D funds;

5. improving communication in National Patterns;

6. potential methodological uses of administrative records for R&D estimation; and

7. the use of small-area estimation techniques for estimating R&D amounts for small domains such as states crossed with industrial categories.

The reader should note that the agenda items are in accord with the issues mentioned in the above statement of task. A workshop is not a consensus activity, and so no recommendations or other consensus findings are offered in this report.

The purpose of the workshop and this summary are to explore a set of possible next steps for improving the relevance, the content, and the presentation of National Patterns reports by better understanding the demands of users, the constraints of the data producers, the techniques used to address data limitations, the purpose of the current strategies for data dissemination, and the challenges in using administrative data. The workshop provided a variety of views and suggested a range of possibilities for improvements to the sponsoring agency. The workshop agenda is presented in Appendix B. The workshop presentations are available on CNSTAT’s webpage: [June 2013].

This report generally follows the workshop structure, summarizing the presentations and the discussions on each topic. Chapter 2 covers the historical background of National Patterns, including a description of the surveys that feed into the report, the variables collected on those surveys and tabulated in National Patterns, and other NSF publications that make use of the R&D data. This presentation also mentions comparable publications from international agencies or organizations. Chapter 3 addresses the user perspective, domestically and internationally: namely, what modifications could be made to National Patterns that could address currently unmet or anticipated future user needs. Chapter 4 highlights the missing gaps in the

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