Spatial Consumer Price Index

The concept

A spatial consumer price index is a number which measures the cost of an identical market basket of consumer goods and services at a location (comparison location) relative to another location (reference location) at a given point of time. Spatial price indexes are based on matched prices of identical or similar products between a comparison and reference locations. Comparing like-for-like products ensures that price differentials between the locations are due to pure price differences and not owing to the attributes of a product such as brand name, size or quantity. Hence, the following relationship describes how spatial price index is calculated.

Spatial price index for location A = Cost of basket at location A / Cost of same basket at location B (base location) * 100;

By price index convention, the value of the spatial price index of the reference (base) location is set at 100.0 whereas the spatial price index of each of the comparison locations is expressed as percentage of this value. For example, a spatial price index of 110 for a comparison location would mean that the average cost of a given basket of consumer goods and services is 110 percent of its cost at the reference (base) location. Or, the average cost of the consumption basket at the comparison location is 10 per cent higher than that of the reference (base) location. Alternatively, we could say that the purchasing power of money at location A is, because of the higher prices, 91 per cent of what it could buy at location B.

Strictly speaking, a spatial price index is not a "true" cost of living index. The latter measures the cost differential between a reference location against a comparison one for maintaining the same standard of living. The concept of a standard of living connotes well-being or utility which is not within the purview of spatial consumer price index.

For this report, spatial price indexes are calculated for 34 selected communities of Alberta with Edmonton constituting the reference location (base location).

The methodology

Price indexes are constructed through phases of lower level and higher level price aggregation. Lower level aggregation is done, at the level of uniquely defined goods and services such as varieties of milk, whose prices are sampled from retail outlets. After computing the individual price relatives of these product varieties, they are aggregated using the geometric mean formula to arrive at an unweighted price index for the elementary aggregate of the product, milk.

Higher level price indexes are produced through aggregation of lower level price indexes by weighting them with the relevant consumption expenditures of the average consumer. Here, the rule of aggregation is weighted summation of lower level price indexes

Expenditure weights used for constructing the spatial price indexes are derived from the spending patterns of the average household in Edmonton, as reported by the Survey of Household Spending (SHS) of 2014. The data are normalized to take into account the size and product composition of the selected products for the analysis.

The price indexes are based on samples of price quotes collected from retail outlets in person and on the internet.

General Information

This information is collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S-19. COMPLETION OF THIS QUESTIONNAIRE IS A LEGAL REQUIREMENT UNDER THIS ACT.

Survey purpose

This survey collects data to provide estimates of production and value of maple products in Canada. The data are used by Agriculture and Agri-Food Canada, other government departments and provincial governments as well as producer's organizations. This information assists in the administration of agricultural policies, production and price analysis as well as economic research. Your information may also be used by Statistics Canada for other statistical and research purposes.

Confidentiality

Your answers are confidential.

The Statistics Act protects the confidentiality of information collected by Statistics Canada.
Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act. Statistics Canada will use the information from this survey for statistical purposes.

Fax or e-mail transmission disclosure

Statistics Canada advises you that there could be a risk of disclosure during the transmission of information by facsimile or e-mail. However, upon receipt, Statistics Canada will provide the guaranteed level of protection afforded all information collected under the authority of the Statistics Act.

Data-sharing agreements

To reduce respondent burden, Statistics Canada has entered into data-sharing agreements with provincial and territorial statistical agencies and other government organizations, which have agreed to keep the data confidential and use them only for statistical purposes.
Information on data-sharing agreements can be found on the last page of this questionnaire.

Record linkages

To enhance the data from this survey, Statistics Canada may combine it with information from other surveys or from administrative sources.

Your participation is important

Your participation is vital to ensuring that the information collected in this survey is accurate and comprehensive.

Please return the completed questionnaire to Statistics Canada within 30 days of receipt by mail using the return envelope.
You can also fax it to us at 1-888-883-7999.
Lost the return envelope or need help? Call us at 1-800-565-1685 or mail to: Statistics Canada, Operations and Integration Division, Central Reception – SC-0505 150 Tunney’s Pasture Driveway, Ottawa, Ontario, K1A 0T6

Main respondent

  • Given name and initial(s)
  • Family name
  • Telephone number
  • Fax number
  • Other telephone number
  • Number and street name
  • Post office (name of city, town or village where mail is received)
  • Province
  • Postal code
  • E-mail address (if applicable)

Alternate respondent

  • Given name and initial(s)
  • Family name
  • Telephone number
  • Fax number
  • Other telephone number
  • Number and street name
  • Post office (name of city, town or village where mail is received)
  • Province
  • Postal code

Alternate respondent

  • Given name and initial(s)
  • Family name
  • Telephone number
  • Fax number
  • Other telephone number
  • Number and street name
  • Post office (name of city, town or village where mail is received)
  • Province
  • Postal code

Conversion table of Imperial and Metric units

1 imperial gallon = 4.54 litres of syrup = 13.25 pounds or 6.11 kilograms
4 litres of syrup = 11.66 pounds or 5.29 kilograms
1 litre of syrup = 2.92 pounds or 1.32 kilogram
540 millilitres of syrup = 1.57 pounds or 0.71 kilogram
325 millilitres of syrup = 0.95 pounds or 0.43 kilogram
250 millilitres of syrup = 0.73 pounds or 0.33 kilogram
1 kilogram = 2.20 pounds
750 grams = 1.65 pound
500 grams = 1.10 pound
375 grams = 0.83 pound
250 grams = 0.55 pound
125 grams = 0.28 pound

1. If you are not currently tapping, check one of the following boxes:
a) We did no tappings in 20XX, but it is possible that we may tap in 20XX.
b) We have permanently ceased to tap our maple bush.

Maple taps

1. Number of trees tapped in 20XX
2. Number of tappings in 20XX

Production of maple syrup

Report maple syrup which you intend to process into sugar and butter, later in the season, in the appropriate sections below. (Please indicate in Imperial or Metric)

1.Sold or to be sold to processors

a) lb.
b) kg

2. All other syrup sold or to be sold (Do not include sales to processors)

a) gal
b) litres

3. Consumed or to be consumed at home

a) gal
b) litres

Production of maple sugar

1. Sold or to be sold

a) lb.
b) kg

2. Consumed or to be consumed at home

a) lb.
b) kg

Production of maple butter

1. Sold or to be sold

a) lb.
b) kg

2. Consumed or to be consumed at home

a) lb.
b) kg

Average sales price obtained

1. Syrup sold to processors

a) $ per lb.
b) $ per kg

2. All other syrup sold

a) $ per gal
b) $ per litre

3. Sugar sold

a) $ per lb.
b) $ per kg

4. Butter sold

a) $ per lb.
b) $ per kg

Data sharing-agreements

To reduce respondent burden, Statistics Canada has entered into data-sharing agreements with provincial and territorial statistical agencies and other government organizations, which have agreed to keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.

Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.

For this survey, there are Section 11 agreements with the provincial statistical agencies of New Brunswick and Ontario.

The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician and returning it with the completed questionnaire. Please specify the organizations with which you do not want to share your data.

For this survey, there is Section 12 agreement with the Ontario Ministry of Agriculture, Food and Rural Affairs.

For agreements with provincial and territorial government organizations, the shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Comments

Please enter any comments about weather conditions or other factors impacting production during the 20XX season.

Thank you for completing this questionnaire.

Concordance: NGS University-level Historical Groupings to University Student Information System (USIS)

Concordance: NGS University-level Historical Groupings to University Student Information System (USIS)
NGS University-level Historical Groupings University Student Information System (USIS)
Code Grouping Code Sub-grouping Code USIS Title
1 Commerce, Management and Public Administration 11 Commerce, Management and Public Administration 4.12.00 Commerce,Management,Business Admin.
4.14.01 Public Administration
4.14.03 Hotel and Food Administration
4.14.99 Other Specialized Administration Studies
4.47.00 Secretarial Studies
2 Social Sciences, Psychology and Law 21 Law and Jurisprudence 4.33.00 Law and Jurisprudence
22 Criminal Justice and Criminology 4.13.00 Criminology
23 Disciplines in the Social Sciences 4.03.00 Anthropology
4.06.00 Archaeology
4.08.00 Canadian Studies
4.09.10 Mediaeval Studies
4.09.20 Asian Studies
4.09.40 Slavic Studies
4.09.99 Other Area Studies
4.15.00 Demography
4.27.00 Economics
4.30.00 Geography
4.43.00 Political Science
4.52.00 Sociology
24 Communication Studies and Journalism 3.10.00 Journalism
3.17.00 Other Mass Communication Studies
25 Social Work, Social Welfare, Social Services and Related 4.49.00 Social Work and Social Welfare
4.57.00 Other Social Services
5.18.99 Other Household Science and Related
26 Psychology and Cognitive and Behavioural Sciences 1.38.03 Education Psychology
4.46.00 Psychology
3 Studies in Humanities and the Arts 31 History Studies 3.09.00 History
32 Linguistics, Languages and Literature 3.03.00 Classics,classical and Dead Languages
3.05.00 English Language and/or Literature
3.06.00 French Language and/or Literature
3.11.01 Comparative Literature
3.11.02 Medieval Languages 
3.11.03 Asian Languages and Literatures
3.11.04 Slavic Languages and Literatures
3.11.99 Other Languages and Literatures
3.14.00 Linguistics
3.27.00 Translation and Interpretation
33 Philosophy, Logic and Ethics Studies 3.21.00 Philosophy
34 Religion and Theology 3.24.00 Religious Studies
3.25.00 Theological Studies
35 Library and Records Sciences 3.12.00 Library Science
3.13.00 Other Records Science
36 Fine, Visual and Performing Arts 2.03.00 Fine Arts
2.05.00 Music
2.08.00 Other Performing Arts
2.14.01 Industrial Design
2.14.99 Other Applied Arts
4 Educational Studies 41 Teacher Training 1.18.00 Elementary/Secondary Teacher Training
1.23.00 Higher Education,Post-Sec.Teacher Trng
1.36.00 Kindergarten,Pre-School Teacher Training
1.39.00 Physical Education
42 Other Studies in Education 1.38.01 School Librarianship
1.38.02 Education Administration
1.38.05 Guidance and Counselling
1.38.06 Curriculum Specialization
1.38.07 Measurements and Evaluation
1.38.08 Education Foundations
1.38.99 Other Non-Teaching Fields
5 Health Professions and Recreation 51 Medical Professions 5.21.00 Veterinary Medicine
5.23.00 Veterinary Medicine Specialties
7.03.00 Dentistry
7.04.00 Dental Specialties
7.05.00 Medicine
7.08.00 Medical Specialties
7.12.00 Surgical Specialties
7.18.00 Optometry
52 Nursing Studies 7.15.00 Nursing
53 Health Administration, Epidemiology and Public Health 4.14.02 Health Administration
7.24.00 Epidemiology and Public Health
54 Pharmacy and Pharmaceutical Sciences 7.21.00 Pharmacy
55 Other Health Professions 7.10.99 Other paraclinical sciences
7.27.02 Aural and Oral Rehabilitation
7.27.04 Occupational Therapy
7.27.06 Physical Therapy
7.27.99 Other Rehabilitation
7.36.00 Medical Technology
7.99.00 Other Health Professions and Occupations
56 Physical Education, Recreation and Leisure 1.40.00 Kinesiology,Human Kinetics & Kinanth.
1.41.00 Recreation
6 Biological, Biomedical and Agricultural Sciences and Natural Resources 61 Biology and Biomedical Sciences 5.06.00 Biochemistry
5.09.10 Genetics
5.09.12 Microbiology
5.09.99 Other Biology
5.12.00 Biophysics
5.15.00 Botany
5.18.08 Food Science and Nutrition
5.22.00 Veterinary Sciences
5.24.00 Zoology
5.25.00 Toxicology
7.06.04 Anatomy
7.06.06 Biochemistry (basic medical sciences)
7.06.08 Biophysics (basic medical sciences)
7.06.10 Embryology
7.06.12 Endocrinology
7.06.14 Genetics (basic medical sciences)
7.06.16 Histology
7.06.22 Neurophysiology
7.06.26 Pharmacology
7.06.28 Physiology
7.06.99 Other Basic (Medical) Sciences
7.10.06 Immunology
7.10.10 Microbiology (basic medical sciences)
7.10.14 Pathology
62 Agricultural Sciences 5.03.10 Animal Science
5.03.22 Plant Science
5.03.26 Soil Science
5.03.99 Other Agriculture
63 Natural Resources 4.40.10 Resource Mgmt.,Environmental Studies
5.16.00 Fisheries and Wildlife Management
6.20.00 Forestry
7 Physical Sciences, Mathematics and Computer Sciences 71 Physics, Chemistry, Geology and Related Sciences 8.15.00 Chemistry
8.18.00 Geology and Related
8.24.04 Climatology
8.24.99 Other Meteorology
8.27.00 Oceanography and Water Studies
8.30.01 Astronomy
8.30.02 Aerospace Sciences
8.30.99 Other Physics
72 Mathematical Studies 8.12.00 Mathematics
73 Computer Sciences and Information Technology 8.06.00 Computer Sciences
8 Architecture and Engineering  81 Professional Engineering and Engineering Technologies 6.05.00 Aeronautical & Aerospace Engineering
6.06.00 Chemical Engineering
6.07.00 Civil Engineering
6.08.00 Design,Systems Engineering
6.09.00 Electrical Engineering
6.10.00 Industrial Engineering
6.11.00 Mining Engineering
6.12.00 Mechanical Engineering
6.13.00 Metallurgical Engineering
6.14.00 Other Engineering
6.15.00 Engineering Science
6.16.00 Engineering General
8.21.00 Metallurgy, Materials Science
82 Architecture and Land/Urban Planning and Development 4.40.08 Reg.Rural,Urban,City Planning Comm. Dev.
6.03.00 Architecture
6.22.00 Landscape Architecture
9 Other 91 General and Interdisciplinary Programs 0.00.00 General Arts and Science
0.00.01 Interdisciplinary Studies
0.00.02 General Arts
0.00.08 General Science
4.55.00 Military Studies

NGS University-level Historical Groupings - USIS - Introduction to the concordance

The National Graduate Survey (NGS) University-level Historical Groupings to University Student Information System (USIS) concordance presented here provides information on how the groupings and sub-groupings of the concordance can be used for summarizing and analysing more detailed field of study classes from the USIS classification.

Taken together with the Classification of Instructional Programs (CIP) Canada 2000 Variant of CIP 2000 - NGS University-level Historical Groupings users will be able to compare NGS field of study data that are coded using either the USIS classification or CIP 2000. The NGS used the USIS classification to code NGS data from 1982 to 1995, and used CIP 2000 to code NGS data from 2000 to 2010.

The concordance and variant are designed to compare NGS data for the following years: 1982, 1986, 1990, 1995, 2000, 2005, and 2010. Please note that while field of study data for the 2010 cohort were coded to both CIP 2011 (for the first time) and CIP 2000, the concordance and variant apply to data coded to CIP 2000 only.

The concordance and variant can only be used for university-level fields of study. The college and trades level fields of study in the Community College Student Information System (CCSIS) and Trade/Vocational Enrolment Survey (TVOC) surveys were coded using the CCSIS field of study classification, which is not comparable to the USIS classification or CIP 2000.

The concordance consists of nine NGS university-level historical groupings, from 1 to 9. The NGS groupings are further broken out into thirty one NGS sub-groupings that are a convenient and useful basis for summarizing and analysing more detailed classes from the USIS classification or CIP 2000.

Other recruitment and development programs

Data production/Operations (EC RDP):

Become a member of the team serving Canada with high-quality statistical information that matters. This is an opportunity to acquire experience and develop knowledge in survey processes, systems and methods. You will be member of a challenging development program which includes a variety of training and development activities. Statistics Canada is an employer who believes in the advantages of a diverse and inclusive workplace. We offer interesting career opportunities and rewarding challenges for every employee to reach their full potential.

The EC RDP is approximately a two year program where qualified candidates are appointed to an EC-01 level and based on successful performance may be promoted to the EC-02 level if they meet the requirements of the developmental program. The program combines a series of work assignments in various areas of the Agency as well as specialized training.

Entry into the Data Production and Dissemination and the Operations streams require a successful completion of two years of a post-secondary program with acceptable specialization in social science, statistics, library/archival work or a law-related field. Recruits in these two streams start at the EC-01 level and graduate at the EC-02 level.

The data production and Dissemination and the Operations Economist starts at the step 1 of the pay scale.

FI Recruitment and Development Program (FI RDP):

The Financial Officer Recruitment and Development (FORD) Program recruits eligible university graduates for full-time, entry-level positions in a wide range of departments and agencies throughout the federal government. The Treasury Board Secretariat (TBS) and specifically the Office of the Comptroller General manages the program on behalf of government organizations, but it is important to note, that Statistics Canada recruits most of their financial officer from this program.

The FI Recruitment and Development Program (FI RDP) at Statistics Canada is a learning and development program that combines practical on-the-job experience, gained through developmental work assignments and formal training. Recruits generally remain in the program for a minimum of three years.As a qualified financial officer, you’ll be part of a professional team and be able to work in a variety of areas such as budgeting, financial systems, accounting operations, financial policy and costing. As a financial specialist, you will play an important role in strengthening the financial management function through improving financial operations, practices and reporting. This in turn will lead to better decision making and will support organizations in achieving their objectives efficiently and effectively.

Financial officer (FORD) trainees start at step 1 of the FI-01 category pay scale.

For information regarding the education requirements for this position please refer to the FI qualifications standards established by the Treasury Board of Canada Secretariat:

PE Recruitment and Development Program (PE RDP):

At Statistics Canada, we are committed to recruiting, developing and retaining a knowledge-based workforce in the human resources field. Our goal is to work as business partners with our clients, delivering core services and programs that are consistent, strategic, integrated, and responsive to clients’ priorities, while considering our staff’s career development and advancement. To accomplish this, the agency invests in its people through skills training, mentoring and coaching, and exposure to all human resources disciplines.

The objectives of the PE Recruitment and Development Program (PERDP) are to:

  • ensure that the Human Resources Branch has a sustainable workforce that is robust, knowledgeable, competent, and equipped to deliver quality services in a professional and cost-effective manner;
  • help Human Resources Advisor recruits to gain proficiency in an HR discipline with the aid of a supervisor and the insight of a mentor;
  • assist recruits in achieving their career aspirations and in gaining the confidence and skills they need to provide optimum service in a selected HR discipline;
  • provide structure for employees at the PE-01, PE-02 and PE-03 levels in the HR Branch by defining the required combination of experience, knowledge and competencies.

For information in regards to the education requirements for this position please refer to the PE qualifications standards established by the Treasury Board of Canada Secretariat.

Human Resources Advisor trainees pay scale will start at step 1 of PE-01 pay scale.

Internal Auditor Recruitment and Development (IARD RDP):

The Internal Auditor Recruitment and Development (IARD) stream provides you with the necessary experience and on-the-job training that you require as you pursue a Certified Internal Auditor (CIA) designation.

As an IARD trainee, you will benefit from:

  • The Internal Audit Orientation Workshop offered by the Canada School of Public Service and other training identified by your employer
  • Professional development sessions related to your position
  • A development plan that includes competency-based work objectives and support from more senior staff designed to help you succeed in the IARD Program
  • Promotion to the AS-03 level upon successful demonstration of the required competencies

As a qualified internal auditor, you will be part of a professional, independent and objective appraisal function that works across a variety of program areas and locations, giving you a unique perspective on the organizations where you will be working. Internal auditors contribute to improving risk management, control and governance processes. This in turn helps support organizations in achieving their objectives efficiently and effectively.

Internal audit (IARD) trainees start at step 1 of the AS-02 category pay scale.

Concordance: North American Industry Classification System (NAICS) Canada 2017 Version 1.0 to North American Industry Classification System (NAICS) Canada 2012

The concordance table presented here shows the relationship between NAICS Canada 2017 Version 1.0 (first three columns: code, title, status code) and NAICS Canada 2012 (next three columns: Part of 2012 class, code, title) only for those areas of the classification which have changed in terms of structure and content.

N - new NAICS class for 2017 Version 1.0; R - NAICS 2012 code reused but with different content; * - part of 2012 class

Concordance: North American Industry Classification System (NAICS) Canada 2017 Version 1.0 to North American Industry Classification System (NAICS) Canada 2012
NAICS Canada 2017 Version 1.0 NAICS Canada 2012
Code Title Status code Part of 2012 class Code Title Explanatory Notes
21111 Oil and gas extraction (except oil sands) R * 21111 Conventional oil and gas extraction Except oil sands extraction
211110 Oil and gas extraction (except oil sands) N   211113 Conventional oil and gas extraction  
      * 211114 Non-conventional oil extraction Shale oil extraction
21114 Oil sands extraction N * 21111 Oil and gas extraction Oil sands extraction
211141 In-situ oil sands extraction N * 211114 Non-conventional oil extraction In-situ oil sands extraction
211142 Mined oil sands extraction N * 211114 Non-conventional oil extraction Mined oil sands extraction
512250 Record Production and Distribution N   512210 Record production  
        512220 Integrated record production/distribution  
517310 Wired and wireless Telecommunications Carriers N   517111 Wired telecommunications carriers (except cable)  
        517112 Cable and other program distribution  
        517210 Wireless telecommunications carriers (except satellite)  
517911 Telecommunications resellers N * 517910 Other telecommunications Telecommunications resellers
517919 All other telecommunications N * 517910 Other telecommunications All other telecommunications
532280 All other consumer goods rental N   532220 Formal wear and costume rental  
        532230 Video tape and disc rental  
        532290 Other consumer goods rental  
711214 Other racing facilities and related activities N * 711218 Other spectator sports Other racing facilities and related activities
711215 Independent athletes performing before a paying audience N * 711218 Other spectator sports Independent athletes performing before a paying audience
711217 Sports teams and clubs performing before a paying audience N   711211 Sports teams and clubs  
      * 711218 Other spectator sports Sports teams and clubs performing before a paying audience
711411 Agents and managers for artists, entertainers and other public figures N * 711410 Agents and managers for artists, athletes, entertainers and other public figures Agents and managers for artists, entertainers and other public figures
711412 Sports agents and managers N * 711410 Agents and managers for artists, athletes, entertainers and other public figures Sports agents and managers
713991 Sports clubs, teams and leagues performing before a non-paying audience N * 713990 All other amusement and recreation industries Sports clubs, teams and leagues performing before a non-paying audience
713992 Other sport facilities N * 713990 All other amusement and recreation industries Other sport facilities
713999 All other amusement and recreation industries N * 713990 All other amusement and recreation industries All other amusement and recreation industries

Concordance: North American Industry Classification System (NAICS) Canada 2012 to North American Industry Classification System (NAICS) Canada 2017 Version 1.0

The concordance table presented here shows the relationship between NAICS Canada 2012 (first three columns: code, title, status code) and NAICS Canada 2017 Version 1.0 (next three columns: Part of 2017 Version 1.0 class, code, title) only for those areas of the classification which have changed in terms of structure and content.

NU - NAICS 2012 code not reused; R - NAICS 2012 reused, but with different content; T - title change; * - part of NAICS 2017 Version 1.0 class

Concordance: North American Industry Classification System (NAICS) Canada 2012 to North American Industry Classification System (NAICS) Canada 2017 Version 1.0
NAICS Canada 2012 NAICS Canada 2017 Version 1.0
Code Title Status code Part of 2017 Version 1.0 class Code Title Explanatory Notes
21111 Oil and gas extraction R   21111 Oil and gas extraction (except oil sands)  
        21114 Oil sands extraction  
211113 Conventional oil and gas extraction NU * 211110 Oil and gas extraction (except oil sands) Except shale oil extraction
211114 Non-conventional oil extraction NU * 211110 Oil and gas extraction (except oil sands) Shale oil extraction
        211141 In-situ oil sands extraction  
        211142 Mined oil sands extraction  
512210 Record production NU * 512250 Record production and distribution Record production
512220 Integrated record production/distribution NU * 512250 Record production and distribution Integrated record production/distribution
517111 Wired telecommunications carriers (except cable) NU * 517310 Wired and wireless telecommunications carriers (except satellite) Wired telecommunications carriers (except cable)
517112 Cable and other program distribution NU * 517310 Wired and wireless telecommunications carriers (except satellite) Cable and other program distribution
517210 Wireless telecommunications carriers (except satellite) NU * 517310 Wired and wireless telecommunications carriers (except satellite) Wireless telecommunications carriers ( except satellite)
517910 Other telecommunications NU   517911 Telecommunications resellers  
        517919 All other telecommunications  
532220 Formal wear and costume rental NU * 532280 All other consumer goods rental Formal wear and costume rental
532230 Video tape and disc rental NU * 532280 All other consumer goods rental Video tape and disc rental
532290 Other consumer goods rental NU * 532280 All other consumer goods rental Other consumer goods rental
711211 Sports teams and clubs NU * 711217 Sports teams and clubs performing before a paying audience Sports teams and clubs
711218 Other spectator sports NU   711214 Other racing facilities and related activities  
        711215 Independent athletes performing before a paying audience  
        711217 Sports teams and clubs performing before a paying audience Other spectator sports
711410 Agents and managers for artists, athletes, entertainers and other public figures NU   711411 Agents and managers for artists, entertainers and other public figures  
        711412 Sports agents and managers  
713990 All other amusement and recreation industries NU   713991 Sports clubs, teams and leagues performing before a non-paying audience  
        713992 Other sport facilities  
        713999 All other amusement and recreation industries  

NAICS Canada 2017 Version 1.0 – Introduction

Status

This standard was approved as a departmental standard on March 21, 2016.

Purpose of NAICS

The North American Industry Classification System (NAICS) is an industry classification system developed by the statistical agencies of Canada, Mexico and the United States. Created against the background of the North American Free Trade Agreement, it is designed to provide common definitions of the industrial structure of the three countries and a common statistical framework to facilitate the analysis of the three economies. NAICS is based on supply-side or production-oriented principles, to ensure that industrial data, classified to NAICS, are suitable for the analysis of production-related issues such as industrial performance.

Economic statistics describe the behaviour and activities of economic transactors and of the transactions that take place among them. The economic transactors for which NAICS is designed are businesses and other organizations engaged in the production of goods and services. They include farms, incorporated and unincorporated businesses and government business enterprises. They also include government institutions and agencies engaged in the production of marketed and non-marketed services, as well as organizations such as professional associations and unions and charitable or non-profit organizations and the employees of households.

NAICS is a comprehensive system encompassing all economic activities. It has a hierarchical structure. At the highest level, it divides the economy into 20 sectors. At lower levels, it further distinguishes the different economic activities in which businesses are engaged.

NAICS is designed for the compilation of production statistics and, therefore, for the classification of data relating to establishments. It takes into account the specialization of activities generally found at the level of the producing units of businesses. The criteria used to group establishments into industries in NAICS are similarity of input structures, labour skills and production processes.

NAICS can also be used for classifying companies and enterprises. However, when NAICS is used in this way, the following caveat applies: NAICS has not been specially designed to take account of the wide range of vertically- or horizontally-integrated activities of large and complex, multi-establishment companies and enterprises. Hence, there will be a few large and complex companies and enterprises whose activities may be spread over the different sectors of NAICS, in such a way that classifying them to one sector will misrepresent the range of their activities. However, in general, a larger proportion of the activities of each complex company and enterprise is more likely to fall within the sector, subsector and industry group levels of the classification than within the industry levels. Hence, the higher levels of the classification are more suitable for the classification of companies and enterprises than are the lower levels. It should also be kept in mind that when businesses are composed of establishments belonging to different NAICS industries, their company- and enterprise-level data will show a different industrial distribution, when classified to NAICS, than will their establishment-level data, and the data will not be directly comparable.

While NAICS is designed for the classification of units engaged in market and non-market production, as defined by the System of National Accounts, it can also be used to classify own-account production, such as the unpaid work of households.

NAICS has been designed for statistical purposes. Government departments and agencies and other users that use it for administrative, legislative and other non-statistical purposes take responsibility for applying the classification in this manner.

Preface

The North American Industry Classification System (NAICS) represents a continuing cooperative effort among Statistics Canada, Mexico's Instituto Nacional de Estadística y Geografía (INEGI), and the Economic Classification Policy Committee (ECPC) of the United States, acting on behalf of the Office of Management and Budget, to create and maintain a common industry classification system. With its inception in 1997, NAICS replaced the existing classification of each country, the Standard Industrial Classification (1980) of Canada, the Mexican Classification of Activities and Products (1994), and the Standard Industrial Classification (1987) of the United States. Since 1997, the countries have collaborated in producing 5-year revisions to NAICS in order to keep the classification system current with changes in economic activities. The NAICS changes for 2017 represent a minor revision and all occur within sector boundaries.

The North American Industry Classification System is unique among industry classifications in that it is constructed within a single conceptual framework. Economic units that have similar production processes are classified in the same industry, and the lines drawn between industries demarcate, to the extent practicable, differences in production processes. This supply-based, or production-oriented, economic concept was adopted for NAICS because an industry classification system is a framework for collecting and publishing information on both inputs and outputs, for statistical uses that require that inputs and outputs be used together and be classified consistently. Examples of such uses include measuring productivity, unit labour costs, and capital intensity of production, estimating employment-output relationships, constructing input-output tables, and other uses that imply the analysis of production relationships in the economy. The classification concept for NAICS leads to production of data that facilitate such analyses.

In the design of NAICS, attention was given to developing a production-oriented classification for (a) new and emerging industries, (b) service industries in general, and (c) industries engaged in the production of advanced technologies. These special emphases are embodied in the particular features of NAICS, discussed below. These same areas of special emphasis account for many of the differences between the structure of NAICS and the structures of industry classification systems in use elsewhere. NAICS provides enhanced industry comparability among the three North American Free Trade Agreement (NAFTA) trading partners, while also increasing compatibility with the two-digit level of the International Standard Industrial Classification (ISIC Rev.4) of the United Nations.

NAICS divides the economy into twenty sectors. Industries within these sectors are grouped according to the production criterion. Though the goods/services distinction is not explicitly reflected in the structure of NAICS, four sectors are largely goods-producing and sixteen are entirely services-producing industries.

A key feature of NAICS is the information and cultural sector that groups industries that primarily create and disseminate a product subject to copyright. This sector brings together those activities that transform information into a commodity that is produced and distributed, and activities that provide the means for distributing those products, other than through traditional wholesale-retail distribution channels. Industries included in this sector are telecommunications; broadcasting; newspaper, book, and periodical publishing; software publishing; motion picture and sound recording industries; libraries; internet publishing and broadcasting; and other information services.

Another feature of NAICS is a sector for professional, scientific and technical services. It comprises establishments engaged in activities where human capital is the major input. The industries within this sector are each defined by the expertise and training of the service provider. The sector includes such industries as offices of lawyers, engineering services, architectural services, advertising agencies, and interior design services.

A sector for arts, entertainment and recreation groups facilities or services that meet the cultural, entertainment and recreational interests of patrons.

The health care and social assistance sector recognizes the merging of the boundaries of these two types of services. The industries in this sector are arranged in an order that reflects the range and extent of health care and social assistance provided. Some important industries are family planning centres, outpatient mental health and substance abuse centres, and community care facilities for the elderly.

In the manufacturing sector, the computer and electronic product manufacturing subsector brings together industries producing electronic products and their components. The manufacturers of computers, communications equipment, and semiconductors, for example, are grouped into the same subsector because of the inherent technological similarities of their production processes, and the likelihood that these technologies will continue to converge in the future. The reproduction of packaged software is placed in this sector, rather than in the services sector, because the reproduction of packaged software is a manufacturing process, and the product moves through the wholesale and retail distribution systems like any other manufactured product. NAICS acknowledges the importance of these electronic industries, their rapid growth over the past several years and the likelihood that these industries will, in the future, become even more important in the economies of the three NAICS partner countries.

The NAICS structure reflects the levels at which data comparability was agreed upon by the three statistical agencies. The boundaries of all the sectors of NAICS have been delineated. In most sectors, NAICS provides for comparability at the industry (five-digit) level. However, for real estate, and finance and insurance, three-country comparability will occur either at the industry group (four-digit) or subsector (three-digit) levels. For these sectors, differences in the economies of the three countries prevent full comparability at the NAICS industry level. For utilities, retail trade, wholesale trade, and public administration, the three countries' statistical agencies have agreed, at this time, only on the boundaries of the sector (two-digit level). Below the agreed upon level of comparability, each country may add additional detailed industries, as necessary to meet national needs, provided that this additional detail aggregates to the NAICS level.

Acknowledgements

The fourth revision of the North American Industry Classification System (NAICS) required the time, energy and co-operation of numerous people and organizations in three countries: Canada, Mexico and the United States. The work that has been accomplished is a testament to the individual and collective willingness of many persons and organizations in the public and private sectors to contribute to its development.

In Canada, NAICS was revised under the guidance of Alice Born, Director of Standards Division. NAICS Canada could not have been revised without input from the subject matter divisions of Statistics Canada, federal and provincial government departments and agencies, business and trade associations, and economic analysts, the contribution of all of whom is gratefully acknowledged.

NAICS Canada 2017 is published by Standards Division. The publication was prepared by Michael Pedersen under the supervision of Alice Born, Johanne Pineau-Crysdale and Kim Boyuk and with contributions from JoAnn Casey, Karen Milligan-Vata, Roland Cornellier, Line Coyne, Siddiqa Amin, Jules Léger, Catherine Burpee, Linda Ambaro Ahmed and James Abraham. The Internet version of this publication was created jointly by Serge Aumont and Niloufar Zanganeh.

System Engineering Division and Administrative and Dissemination System Division were responsible for the systems development of the HTML format of the classification. Annie Doth and Julien De Gouffe deserve special acknowledgments for their support.

Historical background

Over the years, Statistics Canada has developed and used a number of industrial classification systems. In 1948, the first Canadian Standard Industrial Classification (SIC) was developed. This was done to meet the government's need to establish a more comprehensive and fully-integrated system of economic reporting, in support of the key objectives of its post-war reconstruction programme outlined in the 1945 White Paper (on employment and income). The 1948 SIC brought together different industry descriptions in use at the time, each of which was applied to data about different aspects of the economy based on different definitions. It facilitated data comparability, by providing a framework of common concepts, terminology and groupings of industries. The introduction to the 1948 SIC manual stated that it was designed for the classification of the establishment but a precise definition was not provided.

In the major revision of the SIC in 1960, the importance of the need for a standard unit of observation was emphasized by the provision of a standard definition of the establishment. The variables needed to assemble the "basic industrial statistics" required for the analysis of the different sectors of the economy were specified and the establishment became the smallest unit capable of reporting that set of variables. The 1970 revision updated the industry groupings to reflect changes in the industrial structure of the economy.

The 1980 revision of the SIC was again a major one. This revision more directly linked the SIC to the System of National Accounts (SNA). It specified the universe of production to be as defined for the production accounts of the SNA. It drew a picture of all the variables that needed to be collected from or allocated to the establishment, in order to calculate value added by establishment for the Input Output accounts and Real Domestic Product by industry. It gave more emphasis to the role of "ancillary" activities in the collection of an integrated system of economic statistics and emphasized the difference between technical and ancillary activities and the role of ancillary units in accounting for total production. By using available statistics, it more explicitly used measures of specialization and coverage to delineate manufacturing industries. It recommended the use of the 1980 SIC for the classification of establishments and the compilation of production statistics.

In 1980, a separate classification, the Canadian Standard Industrial Classification for Companies and Enterprises, was produced for the compilation of financial statistics related to companies and enterprises. This classification took account of vertically-integrated companies and enterprises and created special classes for them at the lowest level of the classification. The higher levels of the classification cut across the traditional groupings of industrial classifications based on separating primary, secondary and tertiary activities in the economy and created sector groupings that drew together single and vertically-integrated companies and enterprises engaged in the production of similar product groups.

It was customary to revise the SIC at ten-year intervals; however, by 1990 not all the economic statistics programs of Statistics Canada had implemented the 1980 SIC. It was decided to postpone the revision and to take into account the statistical needs of the North American Free Trade Agreement signed in January 1994. The needs were met by developing NAICS, an industrial classification common to Canada, Mexico and the United States. The first version, NAICS 1997, was released in March 1998.

NAICS was revised for 2002 to achieve increased comparability among the three countries in selected areas and to identify additional industries for new and emerging activities. To that end, the construction sector was revised and comparability achieved, for the most part, at the industry (five-digit) level. Industries were created for Internet services providers and web search portals, and Internet publishing and broadcasting.

Changes to Canadian and world economies continue to impact on classification systems. NAICS was revised for 2007 to reflect these changes. In particular, the information sector was once again updated. The updates took into account the rapid changes within this area, including the merging of activities. As a result, Internet publishing and broadcasting and web search portals have been combined, as have Internet service providers and data processing, hosting, and related services. Telecommunications resellers and other telecommunications have also been merged.

The 2012 NAICS revision was undertaken to achieve one main goal: to modify or create industries to reflect new, emerging, or changing activities and technologies. New industries were created for video game publishers and designers, and small clothing manufacturing industries were rolled up to a higher classification level. In addition, new guidelines for the coding of units that outsource production of goods were written into the sector definitions for 31-33 Manufacturing and 41 Wholesale trade.

Revision of NAICS Canada for 2017, Version 1.0

A public consultation was launched on Statistics Canada's website on July 30th, 2013 through a call for proposals for changes to the 2012 NAICS version. The deadline for receipt of proposals was July 31st, 2014. Review of the proposals and consultations within Statistics Canada and with our Mexican and American counterparts were undertaken starting in 2013 and ending in 2015. NAICS Canada revisions for 2017, Version 1.0 were finalized early in 2016.

Various kinds of changes are brought into NAICS Canada for 2017, Version 1.0. Many changes involve clarification of the definition and boundary of classes through changes to the descriptive text of the definition; the illustrative examples; the exclusions; and titles of industries. Some changes involve the reduction of industry detail, while other industries are detailed further.

Outsourcing of manufacturing

Units that outsource the transformation process for manufactured goods – will continue to be classified consistent with the treatment in International Standard Industrial Classification of All Economic Activities (ISIC) Revision 4. The units will be classified to manufacturing if the units own the material inputs to production. Otherwise the units will be classified to wholesale trade.

Telecommunications

The telecommunications industries were revised in recognition of the structure of telecommunications companies. Telecommunications carriers integrate all technologies, including wired and wireless. The corresponding NAICS change is a merging of 517111 Wired telecommunications carriers (except cable), 517112 Cable and other program distribution and 517210 Wireless telecommunications carriers (except satellite) into 517310 Wired and wireless telecommunications carriers. Telecommunications resellers are split out as 517911 Telecommunications resellers.

Oil and gas extraction

The oil and gas extraction industries were expanded to better reflect the structure of the Canadian industry. New 6-digit industries were created: 211141 In-situ oil sand extraction and 211142 Mined oil sands extraction.

Arts, sports and recreation

In order to better align the classification of arts, sports and recreation industries with user needs, new 6-digit industries were created in subsectors 711 Performing arts, spectator sports and related industries and 713 Amusement, gambling and recreation industries. These new industries are 711214 Other racing facilities and related activities, 711215 Independent athletes performing before a paying audience, 711217 Sports teams and clubs performing before a paying audience and supporting activities, 711411 Agents and managers for artists, entertainers and other public figures, 711412 Sports agents and managers, 713991 Sports clubs, teams and leagues performing before a non-paying audience, 713992 Other sports facilities and 713999 All other amusement and recreation industries.

Rental industries

In recognition of changes in rental industries and the small or diminishing size of some rental industries, 532220 Formal wear and costume rental, 532230 Video tape and disc rental and 532290 Other consumer goods rental were merged into 532280 Other consumer goods rental.

Record production and distribution

The industries 512210 Record production and 512220 Integrated record production/distribution were merged into 512250 Record production and distribution. This regrouping was initiated in response to the small size of the industries.

The Development of NAICS

NAICS was developed by Statistics Canada, Mexico's Instituto Nacional de Estadística y Geografía (INEGI) and the Economic Classification Policy Committee (ECPC) of the United States Office of Management and Budget.

The three countries agreed upon the conceptual framework of the new system and the principles upon which NAICS was to be developed.

  1. NAICS would be based on a production-oriented or supply-based conceptual framework. This means that producing units using similar production processes would be grouped together in NAICS.
  2. Special attention would be given to developing production-oriented classifications for (a) new and emerging industries (b) service industries in general and (c) industries engaged in the production of advanced technologies.
  3. Time-series continuity would be maintained to the extent possible. However, changes in the economy and proposals from data users would be considered. In addition, in order to create a common system for all three countries, adjustments would be made where the United States, Canada and Mexico had incompatible definitions.
  4. In the interest of a wider range of international comparisons, the three countries would strive for greater compatibility with the International Standard Industrial Classification of All Economic Activities (ISIC Revision 3) by minimizing the extent to which the lowest levels of NAICS crossed the boundaries of the 2-digit level of ISIC Revision 3.

To help with the development of NAICS, a user committee meeting was called in November 1994 and extensive consultation was undertaken in Canada with federal and provincial government departments and agencies, business and trade associations, economic analysts and the advisory committees of Statistics Canada.

A co-ordinating committee and subcommittees, which covered agriculture, mining and manufacturing, construction, distribution networks (retail and wholesale trade, transportation, communications and utilities), finance, insurance and real estate, business and personal services and health, social assistance and public administration, were responsible for developing the proposed structure of NAICS, in co-operation with representatives from INEGI and the U.S. statistical agencies. Proposals from all three countries concerning individual industries were considered for acceptance, if the proposed industry was based on the production-oriented concept of the system. The structure of NAICS was developed in a series of three-country meetings and formally accepted by the senior representatives of the ECPC, INEGI and Statistics Canada.

The final structure of NAICS was accepted by the heads of Statistics Canada, INEGI and the Office of Management and Budget of the United States on December 10, 1996.

Conceptual framework of NAICS

NAICS is based on a production-oriented, or supply-based conceptual framework in that establishments are grouped into industries according to similarity in the production processes used to produce goods and services. The production process refers to the combination of inputs (capital, labour, energy, materials and services – KLEMS) used in producing a certain quantity of outputs. A production-oriented industry classification system ensures that statistical agencies in the three countries can produce information on inputs and outputs, industrial performance, productivity, unit labour costs, employment, and other statistics that reflect structural changes occurring in the three economies.

Producing units are grouped into industries according to similarities in their production processes as defined earlier. The boundaries between industries demarcate, in principle, differences in input structures and production technologies. This means that, in the language of economics, producing units within an industry have similar production functions that differ from those of producing units in other industries.

The unit of observation of the industrial classification is the producing unit or establishment, and the industrial classification groups producing units, not products. Groupings of producing units permit the collection of data on inputs and outputs on a comparable basis. Because establishments each produce a number of products in different combinations and using different technologies, it is hardly possible to group all the establishments producing a particular product. It is more useful to use a production-oriented approach to bring together, into industries, establishments with common input structures, and to compile data on their outputs. This permits the compilation of comprehensive data on the total output of each product by industry and across all industries.

In contrast, the various versions of the Canadian SIC and of the International Standard Industrial Classification of All Economic Activities (ISIC) of the United Nations have used mixed criteria to create the industries of the classification.

Use of the North American Product Classification System (NAPCS)

The needs of analysts to study market shares and the demand for products can more effectively be met by compiling data relating to the products produced by industries and using a product classification based on demand-oriented criteria to group products by markets served. Users of NAICS may want to consider and evaluate whether the classification they require is industry-based or product-based and whether a product classification would best suit their needs.

The North American Product Classification System (NAPCS) is a classification that organizes goods and services throughout the economy in a systematic fashion. It is a departmental standard classification for goods and services. A description of NAPCS is available at the following link: North American Product Classification System (NAPCS) - Canada (12-003-X).

Structure of NAICS

The structure of NAICS is hierarchical. The numbering system that has been adopted is a six-digit code, of which the first five digits are used to describe the NAICS levels that will be used by the three countries to produce comparable data. The first two digits designate the sector, the third digit designates the subsector, the fourth digit designates the industry group and the fifth digit designates the industry. The sixth digit is used to designate national industries. A zero as the sixth digit indicates that there is no further national detail.

NAICS agreements define the boundaries of the twenty sectors into which the classification divides the economies of the three countries. Although, typically, agreement has been reached that comparable data will be made available for Canada, Mexico and the United States up to the five-digit industry level of NAICS, differences in the organization of production in the economies of the three countries necessitated certain exceptions. For some sectors, subsectors and industry groups, three-country agreement was reached only on their boundaries rather than on detailed industry structures.

In general, the use of the same code across the three countries indicates that the class is comparable, even if the title is not identical because of differences in the use of language.

NAICS with Canadian detail is designated NAICS Canada while NAICS with the United States’ and Mexico's own six-digit detail are designated NAICS United States and Sistema de Clasificación Industrial de América del Norte (SCIAN) México, respectively.

Comparability among the three countries is indicated by superscripts at the end of class titles. The abbreviation "CAN" indicates a Canadian-only class, "MEX" indicates that the Canadian and Mexican classes are comparable, and "US" indicates that the Canadian and United States classes are comparable. When no superscript appears, the Canadian, Mexican and United States classes are comparable.

NAICS Canada 2017 Version 1.0 structure

NAICS Canada 2017 Version 1.0 consists of 20 sectors, 102 subsectors, 322 industry groups, 708 industries and 923 Canadian industries, and replaces NAICS Canada 2012. The following summary table shows the counts of subsectors, industry groups, industries, and Canadian industries for each of the NAICS sectors.

Classification structure
Code Sectors Sub-sectors Industry groups Industries Canadian industries Total
11 Agriculture, forestry, fishing and hunting 5 19 41 50 115
21 Mining, quarrying, and oil and gas extraction 3 5 11 30 49
22 Utilities 1 3 6 10 20
23 Construction 3 10 28 29 70
31-33 Manufacturing 21 86 181 251 539
41 Wholesale trade 9 26 72 72 179
44-45 Retail trade 12 27 58 74 171
48-49 Transportation and warehousing 11 29 42 58 140
51 Information and cultural industries 6 11 25 28 70
52 Finance and insurance 5 11 28 52 96
53 Real estate and rental and leasing 3 8 17 20 48
54 Professional, scientific and technical services 1 9 35 41 86
55 Management of companies and enterprises 1 1 1 2 5
56 Administrative and support, waste management and remediation services 2 11 29 34 76
61 Educational services 1 7 12 12 32
62 Health care and social assistance 4 18 30 37 89
71 Arts, entertainment and recreation 3 9 23 38 74
72 Accommodation and food services 2 6 10 18 36
81 Other services (except public administration) 4 14 30 38 86
91 Public administration 5 12 29 29 75
Total 102 322 708 923 2055

Definition of the establishment

NAICS is a classification system for establishments. The establishment is defined as the smallest operating entity for which records provide information on the cost of inputs - capital, labour, energy, materials and services - employed to produce the units of output. The output may be sold to other establishments and receipts or sales recorded, or the output may be provided without explicit charge, that is, the good or service may be "sold" within the company itself.

The establishment in NAICS Canada is generally a single physical location, where business is conducted or where services or industrial operations are performed (for example, a factory, mill, store, hotel, movie theatre, mine, farm, airline terminal, sales office, warehouse, or central administrative office).

There are cases where records identify distinct and separate economic activities performed at a single physical location (e.g., shops in a hotel). These retailing activities, operated out of the same physical location as the hotel, are identified as separate establishments and classified in retail trade while the hotel is classified in accommodation. In such cases, each activity is treated as a separate establishment provided that: no one industry description in the classification includes such combined activities; separate reports can be prepared on the number of employees, their wages and salaries, sales or receipts, and expenses; and employment and output are significant for both activities.

Exceptions to the single location exist for physically dispersed operations, such as construction, transportation, and telecommunications. For these activities the individual sites, projects, fields, networks, lines, or systems of such dispersed activities are not normally considered to be establishments. The establishment is represented by those relatively permanent main or branch offices, terminals, stations, and so forth, that are either (1) directly responsible for supervising such activities, or (2) the base from which personnel operate to carry out these activities.

Although an establishment may be identical with the enterprise (company), the two terms should not be confused. An enterprise (company) may consist of more than one establishment. Such multi-unit enterprises may have establishments in more than one industry in NAICS. If such enterprises have a separate establishment primarily engaged in providing headquarters services, these establishments are classified in NAICS Sector 55, Management of companies and enterprises.

Although all establishments have output, they may or may not have receipts. In large enterprises, it is not unusual for establishments to exist to solely serve other establishments of the same enterprise (auxiliary establishments). In such cases, these units often do not collect receipts from the establishments they serve. This type of support activity is found throughout the economy and involves goods producing activities as well as services. Units that carry out support activities for the enterprise to which they belong are classified, to the extent feasible, according to the NAICS code related to their own activity. This means that warehouses providing storage facilities for their own enterprise will be classified as warehouses.

Determining the Industry Classification of an establishment

An establishment is classified to an industry when its principal activity meets the definition for that industry. This is a straightforward determination for establishments engaged in a single activity, but where establishments are engaged in more than one activity, it is necessary to establish procedures for identifying its principal activity.

In cases where there is more than one activity, the industry code is assigned based on the relative share of value-added. The activity with the largest value-added is identified as the establishment's principal activity, and the establishment is classified to the industry corresponding to that activity. For example, if the value added within an establishment consists of 40% from manufacturing dishwashers, 30% from manufacturing airspeed instruments and 30% from assembling clocks, it will be classified to NAICS 335223, Major kitchen appliance manufacturing. The assignment of the industry code is performed at the 6-digit level of the classification.

In most cases, when an establishment is engaged in more than one activity, the activities are treated independently. However, in some cases, the activities are treated in combination. There are two types of combined activities that are given special attention in NAICS. They are vertical integration and joint production (horizontal integration).

These combined activities have an economic basis and occur in both goods-producing and services-producing sectors. In some cases, there are efficiencies to be gained from combining certain activities in the same establishment. Some of these combinations occur so commonly or frequently that their combination can be treated as a third activity in its own right and explicitly classified in a specific industry.

One approach to classifying these activities would be to use the primary activity rule, that is, whichever activity is largest. However, the fundamental principle of NAICS is that establishments that employ the same production process should be classified in the same industry. If the premise that the combined activities correspond to a distinct third activity is accepted, then using the primary activity rule would place establishments performing the same combination of activities in different industries, thereby violating the production principle of NAICS. A second reason for NAICS recognizing combined activities is to improve the stability of establishment classification, both over time and among the various parties that implement the classification. An establishment should remain classified in the same industry unless its production process changes; and different parties should code the same establishment or type of establishment in the same way. A consistent treatment of establishments with combined activities is more likely if they are classified to a single industry.

Vertical integration involves consecutive stages of fabrication or production processes in which the output of one step is the input of the next. In general, establishments will be classified based on the final process in a vertically-integrated production environment, unless specifically identified as classified in another industry. For example, paper may be produced either by establishments that first produce pulp and then consume that pulp to produce paper or by those establishments producing paper from purchased pulp. NAICS specifies that both of these types of paper-producing processes should be classified in NAICS 32212, Paper mills rather than in NAICS 32211, Pulp mills. In other cases, NAICS specifies that vertically-integrated establishments be classified in the industry representing the first stage of the manufacturing process. For example, steel mills that make steel and also perform other activities such as producing steel castings are classified in NAICS 33111, Iron and steel mills and ferro-alloy manufacturing, the first stage of the manufacturing process.

The joint production of goods or services represents the second type of combined activities. In some cases, these combined activities have been assigned to a specific NAICS industry. For example, establishments that both engage in the sale of new cars and also provide repair services are coded to NAICS 44111, new car dealers. In other cases, specific industries have been identified for these combined activities, such as NAICS 44711, Gasoline stations with convenience stores.

In some complex businesses, there are units that exclusively produce services in support of other units within the same company or enterprise. Examples of such units are transportation units, central administrative units and head offices. Such units are known as ancillary units and are classified according to the NAICS code related to their own activity. This means that a warehouse providing storage facilities for its own company or enterprise will be classified as a warehouse. Similarly, a head office providing headquarters services for its own company or enterprise will be classified to the head office industry.

The Relationship of NAICS Canada and ISIC Revision 4

Recognizing that economic statistics are substantially more useful if they are also internationally comparable, the Economic and Social Council of the United Nations (UN) first adopted an International Standard Industrial Classification of All Economic Activities (ISIC) in 1948. Since then, ISIC has been revised in 1958, 1968, 1989, and, most recently, in 2008. This 2008 version of the classification is referred to as ISIC Revision 4. With these various revisions, the Council has recommended that member states adopt, as soon as possible, the latest version of the classification, with such modifications as necessary to meet national requirements, without disturbing the framework of the classification.

Similar to NAICS, ISIC was designed primarily to provide a classification for grouping activities (rather than enterprises or firms), and the primary focus for the ISIC classification system is the kind of activity in which establishments or other statistical entities are engaged. Whereas the main criteria employed in delineating the divisions, groups and classes of ISIC are: (a) the character of the goods and services produced; (b) the uses to which the goods and services are put; and (c) the inputs, the process and technology of production, it is the third criterion of ISIC that corresponds to the conceptual basis of NAICS.

ISIC Rev. 4 groups economic activity into 21 broad sections, 88 divisions, 238 groups, and 419 classes. In the coding system, sections are distinguished by the letters A through U and the divisions, groups, and classes are identified as the two-digit, three-digit, and four-digit groupings, respectively. As was the case with NAICS, the most recent revision of ISIC also focused on improvements to the detail in services sections.

In the development and subsequent revision of NAICS industries, the statistical agencies of the three countries strove to create industries that did not cross ISIC two-digit boundaries. The 2007 revision of NAICS and revision 4 of ISIC increased comparability beyond previous levels. The 2012 and 2017 NAICS revision maintains the same level of comparability with ISIC Rev. 4.

The third and fourth versions of ISIC put increased emphasis on harmonization with other activity classifications. ISIC Rev. 4 in particular was intended to have improved comparability with NAICS. The ISIC Rev. 4 revision process spanned several years and involved contributions from classification experts and users around the world, including NAICS experts. The revised ISIC structure is more detailed than the previous version, especially in the area of services. As well, to improve comparability explanatory notes have been extended to provide additional detail. This improved comparability reflects ISIC's central role in international comparison and analysis of industry statistics.

In addition to working to maintain coherence between NAICS and ISIC, international efforts have also focused on moving towards greater coherence between NAICS, ISIC and the Statistical Classification of Economic Activities in the European Community (NACE, Nomenclature statistique des activités économiques dans la Communauté européenne). NACE is very similar to ISIC, so improved convergence of NAICS with ISIC benefits convergence with NACE as well.

Classification Structure

The structure of NAICS Canada displays the codes and titles of the sectors, subsectors, industry groups, industry, and Canadian industries. In general, comparable sectors, subsectors, industry groups, industries carry the same code in NAICS Canada, NAICS Mexico and NAICS United States.

The superscripts at the end of NAICS class titles are used to signify comparability:

Classification structure
Codes of sectors Titles of sectors
CAN Canadian industry only
MEX Canadian and Mexican industries are comparable
US Canadian and United States industries are comparable
[Blank] [No superscript symbol] Canadian, Mexican and United States industries are comparable.

North American Industry Classification System (NAICS) Canada 2017 Version 1.0

Status

This standard was approved as a departmental standard on March 21, 2016.

NAICS Canada 2017 Version 1.0

Statistics Canada, the Economic Classification Policy Committee (ECPC) of the United States, and Mexico's Instituto Nacional de Estadística y Geografía (INEGI) have agreed upon minor NAICS revisions for 2017.

HTML format

CSV format

PDF format

Concordances

Integrated Business Statistics Program (IBSP)

Reporting Guide

This guide is designed to assist you as you complete the 2015 Annual Survey of Research and Development in Canadian Industry – Industrial Non-profit Organizations. If you need more information, please call the Statistics Canada Help Line at the number below.

Help Line: 1-800-972-9692

Your answers are confidential.

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act.

Statistics Canada will use information from this survey for statistical purposes.

NOTE:

  1. If this organization performs in-house research and development (R&D) and outsources R&D, complete all questions.
  2. If this organization performs in-house research and development (R&D) and does not outsource R&D, complete question 1-6, 9-20.
  3. If this organization outsources research and development (R&D) and does not perform in-house R&D, complete questions 1-4,6-8, 13, 17-20.
  4. If this organization does not perform in-house research and development (R&D) and does not outsource R&D, complete questions 1-4, 6, 13, 17-18 and 20.

For this survey

'In-house R&D' refers to
Expenditures within Canada for R&D performed within this organization by:

  • employees (permanent, temporary or casual)
  • self-employed individuals or contractors who are working on-site on this organization's R&D projects

'Outsourced R&D' refers to
Payments made within or outside Canada to other organizations, companies or individuals to fund R&D performance:

  • contracts
  • grants
  • fellowships

Reporting period information

Here are some examples of common fiscal periods that fall within the targeted dates:

  • May 1, 2014 to April 30, 2015
  • June 1, 2014 to June 30, 2015
  • August 1, 2014 to July 31, 2015
  • October 1, 2014 to September 30, 2015
  • December 1, 2014 to November 30, 2015
  • January 1, 2015 to December 31, 2015
  • February 1, 2015 to January 31, 2016
  • March 1, 2015 to February 28, 2016
  • April 1, 2015 to March 31, 2016

Here are other examples of fiscal periods that fall within the required dates:

  • September 18, 2014 to September 15, 2015 (e.g., floating year-end)
  • June 1, 2015 to December 31, 2015 (e.g., a newly opened business)

Definitions and Concepts

'In-house' refers to R&D which is performed on-site or within the organization's establishment. Exclude R&D expenses performed by other companies or organizations. A later question will collect these data.

Research and experimental development (R&D) comprise creative and systematic work undertaken in order to increase the stock of knowledge – including knowledge of humankind, culture and society – and to devise new applications of available knowledge.

R&D is performed in the natural sciences, engineering, social sciences and humanities. There are three types of R&D activities: basic research, applied research and experimental development.

Research work in the social sciences

Include if projects are employing new or significantly different modelling techniques or developing new formulae, analyzing data not previously available or applying new research techniques, development of community strategies for disease prevention, or health education.

Exclude:

  • routine analytical projects using standard techniques and existing data
  • routine market research
  • routine statistical analysis intended for on-going monitoring of an activity.

Activities included and excluded from R&D

Inclusions

Prototypes

Include design, construction and operation of prototypes provided that the primary objective is to make further improvements or to undertake technical testing. Exclude if the prototype is for commercial purposes.

Pilot plants

Include construction and operation of pilot plants provided that the primary objective is to make further improvement or to undertake technical testing. Exclude if the pilot plant is intended to be operated for commercial purposes.

New computer software or significant improvements/modifications to existing computer software

Includes technological or scientific advances in theoretical computer sciences; operating systems e.g. improvement in interface management, developing new operating system of converting an existing operating system to a significantly different hardware environment; programming languages; and applications if a significant technological change occurs.

Contracts

Include all contracts which require R&D. For contracts which include other work, report only the R&D costs.

Research work in the social sciences

Include if projects are employing new or significantly different modelling techniques or developing new formulae, analyzing data not previously available or applying new research techniques.

Exclusions

Routine analysis in the social sciences including policy-related studies, management studies and efficiency studies

Exclude analytical projects of a routine nature, with established methodologies, principles and models of the related social sciences to bear on a particular problem (e.g. commentary on the probable economic effects of a change in the tax structure, using existing economic data; use of standard techniques in applied psychology to select and classify industrial and military personnel, students, etc., and to test children with reading or other disabilities), are not R&D.

Consumer surveys, advertising, market research

Exclude projects of a routine nature, with established methodologies intended for commercialization of the results of R&D are excluded.

Routine quality control and testing

Exclude projects of a routine nature, with established methodologies not intended to create new knowledge are not R&D and are excluded even if carried out by personnel normally engaged in R&D.

Pre-production activities such as demonstration of commercial viability, tooling up, trial production, trouble shooting

Exclude although R&D may be required as a result of these steps, these activities are excluded from R&D.

Prospecting, exploratory drilling, development of mines, oil or gas wells

Include only for R&D projects concerned with new equipment or techniques in these activities, such as in-situ and tertiary recovery research.

Engineering

Exclude engineering unless it is in direct support of R&D.

Design and drawing

Exclude design and drawing unless it is in direct support of R&D.

Patent and license work

Exclude all administrative and legal work connected with patents and licenses.

Cosmetic modifications or style changes to existing products

Exclude where no significant technical improvement or modification to the existing products.

General purpose or routine data collection

Exclude projects of a routine nature, with established methodologies intended for on-going monitoring of an activity.

Routine computer programming, systems maintenance or software application

Exclude projects of a routine nature, with established methodologies intended to support on-going operations.

Routine mathematical or statistical analysis or operations analysis

Exclude projects of a routine nature, with established methodologies intended for on-going monitoring of an activity.

Activities associated with standards compliance

Exclude projects of a routine nature, with established methodologies intended to support standards compliance.

Specialized routine medical care such as routine pathology services

Exclude projects of a routine nature, with established methodologies intended for on-going monitoring of an activity.

In-house research and development (R&D) expenditures (Q4)

In-house research and development expenditures are composed of current in-house research and development (R&D) expenditures and capital in-house R&D expenditures.

Current in house R&D expenditures

  1. Wages and salaries of permanent, temporary and casual R&D employees Include: fringe benefits

    Fringe benefits of employees engaged in R&D activities. Fringe benefits include bonus payments, holiday or vacation pay, pension fund contributions, other social security payments, payroll taxes, etc.
  2. Services to support R&D

    Include: services of self-employed individuals or contractors who are working on-site on this organizations R&D projects.
    Exclude: contracted out or granted expenditures to other organizations to perform R&D.

    Payments to on-site R&D consultants and contractors working under the direct control of your organization; indirect services purchased to support in-house R&D such as security, storage, repair, maintenance and use of buildings and equipment; computer services, software licensing fees and dissemination of R&D findings
  3. R&D materials

    Utilities: water, fuel, gas and electricity; materials for creation of prototypes, reference materials (books, journals, etc.); subscriptions to libraries and data bases, memberships to scientific societies, etc.; cost of outsourced small R&D prototypes or R&D models; materials for laboratories (chemicals, animals, etc.); all other R&D-related materials
  4. All other current costs

    Administrative and overhead costs (e.g., office, post and telecommunications, internet, insurance), prorated if necessary to allow for non-R&D activities within the company or organization

Capital in-house R&D expenditures

Capital in-house R&D expenditures are the annual gross amount paid for the acquisition of fixed assets that are used repeatedly, or continuously in the performance of research and development (R&D) for more than one year. They should be reported in full for the period when they occurred. Exclude capital depreciation.

  1. Software
    Exclude: capital depreciationApplications and systems software (original, custom and off-the-shelf software), supporting documentation and other software-related acquisitions
  2. Land
    Exclude: capital depreciationLand acquired for R&D including testing grounds, sites for laboratories and pilot plants
  3. Buildings and structures
    Exclude: capital depreciationBuildings and structures (constructed or purchased) for research and development (R&D) activities or that have undergone major leasehold improvements (modifications, renovations and repairs) for R&D activities
  4. Equipment, machinery and all other
    Exclude: capital depreciation

    Major equipment, machinery and instruments, including embedded software, acquired for research and development (R&D) activities

Outsourced (contracted out or granted) R&D expenditures (Q6)

Include: payments made through contracts, grants, donations and fellowships to another company, organization or individual to purchase or fund R&D activities.

Exclude: expenditures for on-site R&D contractors.

  1. Companies

    All incorporated for-profit businesses and government business enterprises providing products in the market at market rates.
  2. Private non-profit organizations

    Voluntary health organizations, private philanthropic foundations, associations and societies and research institutes; they are not-for-profit organizations that serve the public interest by supporting activities related to public welfare (such as health, education, the environment).
  3. Industrial research institutes or associations

    Non-profit organizations that serve the business enterprise sector frequently consisting of their membership. Industrial non-profit organizations include non-profit industrial research institutes.
  4. Hospitals
  5. Universities
  6. Federal government departments and agencies

    All federal government ministries, departments and agencies. It excludes federal government business enterprises providing products in the market.
  7. Provincial government departments and agencies

    All provincial government ministries, departments and agencies. It excludes provincial government business enterprises providing products in the market.
  8. Provincial research organizations

    Organizations created under provincial or territorial law which conduct or facilitate research on behalf of the province or territory.
  9. Other

    Individuals, non-university educational institutions, foreign governments

Sources of funds for in-house R&D expenditures in 2015 (Q10)

Include: Canadian and foreign sources

Exclude: payments for outsourced (contracted out or granted) R&D which should be reported in question 7 on Outsourced (contracted out or granted) R&D; capital depreciation.

  1. Funds from this organization

    Amount contributed by this unit to R&D performed within Canada (include interest payments and other income, land, buildings and structures, equipment and machinery (capital expenditures) purchased for R&D).
  2. Funds from member companies or affiliates

    Amount received from member organizations and affiliated organizations used to perform R&D within Canada (include annual fees and sustaining grants, land, buildings and structures, equipment and machinery (capital expenditures) purchased for R&D).
  3. Federal grants

    Include: R&D grants or R&D portion only of other grants

    Funds from the federal government in support of R&D activities not connected to a specific contractual deliverable.
  4. Federal contracts

    Include:
    R&D contracts or R&D portion only of other contracts

    Funds from the federal government in support of R&D activities connected to a specific contractual deliverable.
  5. R&D contract work for other companies

    Funds received from other companies to perform R&D on their behalf.
  6. Other sources

    Funds received from all other sources not previously classified.

Fields of research and development for in-house R&D expenditures within Canada in 2015 (Q11)

Exclude: payments for outsourced (contracted out or granted) R&D which should be reported in question 7 on Outsourced (contracted out or granted) R&D; capital depreciation.

Natural and formal sciences

Mathematics, physical sciences, chemical sciences, earth and related environmental sciences, biological sciences, other natural sciences.

Exclude: computer sciences, information technology and bioinformatics (to be reported at line s and t)

  1. Mathematics

    Pure mathematics, applied mathematics, statistics and probability.
  2. Physical Sciences

    Atomic, molecular and chemical physics, interaction with radiation, magnetic resonances, condensed matter physics, solid state physics and superconductivity, particles and fields physics, nuclear physics, fluids and plasma physics (including surface physics), optics (including laser optics and quantum optics), acoustics, astronomy (including astrophysics, space science).
  3. Chemical sciences

    Organic chemistry, inorganic and nuclear chemistry, physical chemistry, polymer science and plastics, electrochemistry (dry cells, batteries, fuel cells, metal corrosion, electrolysis), colloid chemistry, analytical chemistry.
  4. Earth and related environmental sciences

    Geosciences, geophysics, mineralogy and palaeontology, geochemistry and geophysics, physical geography, geology and volcanology, environmental sciences, meteorology, atmospheric sciences and climatic research, oceanography, hydrology and water resources.
  5. Biological sciences

    Cell biology, microbiology and virology, biochemistry, molecular biology and biochemical research, mycology, biophysics, genetics and heredity (medical genetics under medical biotechnology), reproductive biology (medical aspects under medical biotechnology), developmental biology, plant sciences and botany, zoology, ornithology, entomology and behavioural sciences biology, marine biology, freshwater biology and limnology, ecology and biodiversity conservation, biology (theoretical, thermal, cryobiology, biological rhythm), evolutionary biology.
  6. Other natural sciences

Engineering and Technology

Civil engineering, electrical engineering, electronic engineering and communications technology, mechanical engineering, chemical engineering, materials engineering, medical engineering, environmental engineering, environmental biotechnology, industrial biotechnology, nanotechnology, other engineering and technologies.

Exclude: software engineering and technology (to be reported at line r)

  1. Civil engineering

    Civil engineering, architecture engineering, municipal and structural engineering, transport engineering.
  2. Electrical engineering, electronic engineering and communications technology

    Electrical and electronic engineering, robotics and automatic control, micro-electronics, semiconductors, automation and control systems, communication engineering and systems, telecommunications, computer hardware and architecture.
  3. Mechanical engineering

    Mechanical engineering, Applied mechanics, Thermodynamics, Aerospace engineering, Nuclear-related engineering (nuclear physics under Physical sciences), Acoustical engineering, Reliability analysis and non-destructive testing, Automotive and transportation engineering and manufacturing, Tooling, machinery and equipment engineering and manufacturing, Heating, ventilation and air conditioning engineering and manufacturing.
  4. Chemical engineering

    Chemical engineering (plants, products), chemical process engineering.
  5. Materials engineering

    Materials engineering and metallurgy, ceramics, coating and films (including packaging and printing), plastics, rubber and composites (including laminates and reinforced plastics), paper and wood and textiles, construction materials (organic and inorganic).
  6. Medical Engineering

    Medical and biomedical engineering, medical laboratory technology (excluding biomaterials which should be reported under industrial biotechnology).
  7. Environmental engineering

    Environmental and geological engineering, petroleum engineering (fuel, oils), energy and fuels, remote sensing, mining and mineral processing, marine engineering, sea vessels and ocean engineering.
  8. Environmental biotechnology

    Environmental biotechnology, bioremediation, diagnostic biotechnologies in environmental management (DNA chips and bio-sensing devices).
  9. Industrial biotechnology

    Industrial biotechnology, bioprocessing technologies, biocatalysis and fermentation bioproducts (products that are manufactured using biological material as feedstock), biomaterials (bioplastics, biofuels, bioderived bulk and fine chemicals, bio-derived materials).
  10. Nanotechnology

    Nano-materials (production and properties), nano-processes (applications on nano-scale).
  11. Other engineering and technologies

    Food and beverages, oenology, other engineering and technologies.

Software-related sciences and technology

Software engineering and technology, computer sciences, information technology and bioinformatics.

  1. Software engineering and technology

    Computer software engineering, computer software technology, and other related computer software engineering and technologies.
  2. Computer sciences

    Computer science, artificial intelligence, cryptography, and other related computer sciences
  3. Information technology and bioinformatics

    Information technology, informatics, bioinformatics, biomathematics, and other related information technologies.

Medical and health sciences

Basic medicine, clinical medicine, health sciences, medical biotechnology, other medical sciences.

  1. Basic medicine

    Anatomy and morphology (plant science under biological science), human genetics, immunology, neurosciences, pharmacology and pharmacy and medicinal chemistry, toxicology, physiology and cytology, pathology.
  2. Clinical medicine

    Andrology, obstetrics and gynaecology, paediatrics, cardiac and cardiovascular systems, haematology, anaesthesiology, orthopaedics, radiology and nuclear medicine, dentistry, oral surgery and medicine, dermatology, venereal diseases and allergy, rheumatology, endocrinology and metabolism and gastroenterology, urology and nephrology, and oncology.
  3. Health sciences

    Health care sciences and nursing, nutrition and dietetics, parasitology, infectious diseases and epidemiology, occupational health.
  4. Medical biotechnology

    Health-related biotechnology, technologies involving the manipulation of cells, tissues, organs or the whole organism, technologies involving identifying the functioning of DNA, proteins and enzymes, pharmacogenomics, gene-based therapeutics, biomaterials (related to medical implants, devices, sensors).
  5. Other medical sciences

    Forensic science, other medical sciences.

Agricultural Sciences

Agriculture, forestry and fisheries sciences, animal and dairy sciences, veterinary sciences, agricultural biotechnology, other agricultural sciences.

  1. Agriculture, forestry and fisheries sciences

    Agriculture, forestry, fisheries and aquaculture, soil science, horticulture, viticulture, agronomy, plant breeding and plant protection.
  2. Animal and dairy sciences

    Animal and dairy science, animal husbandry.
  3. Veterinary sciences

    Veterinary science (all).
  4. Agricultural biotechnology

    Agricultural biotechnology and food biotechnology, genetically modified (GM) organism technology and livestock cloning, diagnostics (DNA chips and biosensing devices), biomass feedstock production technologies and biopharming.
  5. Other agricultural sciences

Social sciences and humanities

Psychology, educational sciences, economics and business, other social sciences, humanities.

  1. Psychology

    Cognitive psychology and psycholinguistics, experimental psychology, psychometrics and quantitative psychology, and other fields of psychology.
  2. Educational sciences

    Education, training and other related educational sciences.
  3. Economics and business

    Micro-economics, macro-economics, econometrics, labour economics, financial economics, business economics, entrepreneurial and business administration, management and operations, management sciences, finance and all other related fields of economics and business.
  4. Other social sciences

    Anthropology (social and cultural) and ethnology, demography, geography (human, economic and social), planning (town, city and country), management, organisation and methods (excluding market research unless new methods/techniques are developed), law, linguistics, political sciences, sociology, miscellaneous social sciences and interdisciplinary, and methodological and historical science and technology activities relating to subjects in this group.
  5. Humanities

    History (history, prehistory and history, together with auxiliary historical disciplines such as archaeology, numismatics, palaeography, genealogy, etc.), languages and literature (ancient and modern), other humanities (philosophy (including the history of science and technology)), arts (history of art, art criticism, painting, sculpture, musicology, dramatic art excluding artistic "research" of any kind), religion, theology, other fields and subjects pertaining to the humanities, and methodological, historical and other science and technology activities relating to the subjects in this group.

Nature of R&D for in-house expenditures within Canada in 2015 (Q12)

R&D is performed in the natural sciences, engineering, social sciences and humanities. There are three types of R&D activities: basic research, applied research and experimental development.

  1. Basic research

    Experimental or theoretical work undertaken primarily to acquire new knowledge of the underlying foundation of phenomena and observable facts, without any particular application or use in view.
  2. Applied research

    Is original investigation undertaken in order to acquire new knowledge. It is, however, directed primarily towards a specific, practical aim or objective.
  3. Experimental development

    Is systematic work, drawing on knowledge gained from research and practical experience and producing additional knowledge, which is directed to producing new products or processes or to improving existing products or processes.

In-house R&D personnel in 2015 (Q14)

Include:

  • permanent, temporary and casual R&D employees
  • independent on-site R&D consultants and contractors working in your organization's offices, laboratories, or other facilities
  • employees engaged in R&D-related support activities.

Researchers and research managers

  1. Scientists, social scientists, engineers and researchers
    Include: software developers and programmers

    Are professionals engaged in the conception or creation of new knowledge. They conduct research and improve or develop concepts, theories, models, techniques instrumentation, software or operational methods. They may be certified by provincial educational authorities, provincial or national scientific or engineering associations.
  2. Senior research managers

    Plan or manage R&D projects and programs. They may be certified by provincial educational authorities, provincial or national scientific or engineering associations.

R&D technical, administrative and support staff

  1. Technicians, technologists and research assistants
    Include: software technicians

    Are persons whose main tasks require technical knowledge and experience in one or more fields of engineering, the physical and life sciences, or the social sciences, humanities and the arts. They participate in R&D by performing scientific and technical tasks involving the application of concepts, operational methods and the use of research equipment, normally under the supervision of researchers. They may be certified by provincial educational authorities, provincial or national scientific or engineering associations.
  2. Other R&D technical, administrative and support staff

    Include skilled and unskilled craftsmen, and administrative, secretarial and clerical staff participating in R&D projects or directly associated with such projects.

Other R&D occupations

  1. On-site R&D consultants and contractors

    Are individuals hired 1) to perform project-based work or to provide goods at a fixed or ascertained price or within a certain time or 2) to provide advice or services in a specialized field for a fee and, in both cases, work at the location specified and controlled by the contracting organization.

Full-time equivalent (FTE)

R&D may be carried out by persons who work solely on R&D projects or by persons who devote only part of their time to R&D, and the balance to other activities such as testing, quality control and production engineering. To arrive at the total effort devoted to R&D in terms of personnel, it is necessary to estimate the full-time equivalent of these persons working only part-time in R&D.

FTE (full-time equivalent) = Number of persons who work solely on R&D projects + the time of persons working only part of their time on R&D.

Example calculation: If out of four scientists engaged in R&D work, one works solely on R&D projects and the remaining three devote only one quarter of their working time to R&D, then: FTE = 1 + 1/4 + 1/4 + 1/4 = 1.75 scientists.

Technology or technical assistant payments in 2015 (Q17 and Q18)

Definitions (equivalent to the Canadian Intellectual Property Office https://www.ic.gc.ca/eic/site/cipointernet-internetopic.nsf/eng/h_wr03652.html)

  1. Patents

    Government grant giving the right to exclude others from making, using or selling an invention.
  2. Copyright

    Provides protection for literary, artistic, dramatic or musical works (including computer programs), and three other subject matter known as: performance, sound recording, and communication signal.
  3. Trademark

    Word, symbol or design (or any combination of these features) used to distinguish the wares and services of one person or organization from those of others in the marketplace.
  4. Industrial design

    Visual features of shape, configuration, pattern or ornament (or any combination of these features), applied to a finished article of manufacture.
  5. Integrated circuit topography

    Three-dimensional arrangement of the electronic circuits in integrated circuit products or layout designs.
  6. Original software

    Consist of computer programs and descriptive materials for both systems and applications. Original software can be created in-house or outsourced and includes packaged software with customization.
  7. Packaged or off-the-shelf software

    Purchased for use by your organization and excludes customized software.
  8. Databases

    Consist of files of data organized to permit effective access and use of the data.
  9. Other

    Technical assistance, industrial processes and know-how.

Energy-related R&D by area of technology (Q19)

1. Fossil Fuels

Crude oils and natural gas exploration, crude oils and natural gas production, oil sands and heavy crude oils surface and sub-surface production and separation of the bitumen, tailings management, refining, processing and upgrading, coal production, separation and processing, transportation of fossil fuels.

  1. Crude oils and natural gas exploration

    Development of advanced exploration methods (geophysical, geochemical, seismic, magnetic) for on-shore and off-shore prospecting.
  2. Crude oil and natural gas production (including enhanced recovery) and storage

    On-shore and off-shore deep drilling equipment and techniques for conventional oil and gas, secondary and tertiary recovery of oil and gas, hydro fracturing techniques, processing and cleaning of raw product, storage on remote platforms (e.g., Arctic, off-shore), safety aspects of offshore platforms.
  3. Oil sands and heavy crude oils surface and sub-surface production and separation of the bitumen, tailings management

    Surface and in-situ production (e.g., SAGD); tailings management.
  4. Refining, processing and upgrading

    Processing of natural gas to pipeline specifications, and refining of conventional crude oils to refined petroleum products (RPPs), and the upgrading of bitumen and heavy oils either to synthetic crude oil or to RPPs. Upgrading may be done at an oil sands plant, regional merchant upgraders or integrated into a refinery producing RPPs.
  5. Coal production, separation and processing

    Coal, lignite and peat exploration, deposit evaluation techniques, mining techniques, separation techniques, coking and blending, other processing such as coal to liquids, underground (in-situ) gasification.
  6. Transportation of fossil fuels

    Transport of gaseous, liquid and solid hydrocarbons via pipelines (land and submarine) and their network evaluation; safety aspects of LNG transport and storage.

2. Renewable energy resources

Solar photovoltaics (PV), solar thermal-power and high-temperature applications, solar heating and cooling, wind energy, bio-energy – biomass production, bio-energy – biomass conversion to fuels, bio-energy – biomass conversion to heat and electricity, and other bio-energy, small hydro (less than 10 MW), large hydro (greater than or equal to 10 MW), other renewable energy.

  1. Solar photovoltaics (PV)

    Solar cell development, PV-module development, PV-inverter development, building-integrated PV-modules, PV-system development, other.
  2. Solar thermal-power and high-temperature applications

    Solar chemistry, concentrating collector development, solar thermal power plants, high-temperature applications for heat and power.
  3. Solar heating and cooling

    Daylighting, passive and active solar heating and cooling, collector development, hot water preparation, combined-space heating, solar architecture, solar drying, solar-assisted ventilation, swimming pool heating, low-temperature process heating, other.
  4. Wind energy

    Technology development, such as blades, turbines, converters structures, system integration, other.
  5. Bio-energy – Biomass production/supply and transport

    Improvement of energy crops, research on bio-energy production potential and associated land-use effects, supply and transport of bio-solids, bio-liquids, biogas and bio-derived energy products (e.g., ethanol, biodiesel), compacting and baling, other.
  6. Bio-energy – Biomass conversion to fuels

    Conventional bio-fuels, cellulosic-derived alcohols, biomass gas-to-liquids, other energy-related products and by-products.
  7. Bio-energy – Biomass conversion to heat and electricity

    Bio-based heat, electricity and combined heat and power (CHP), exclude multi-firing with fossil fuels.
  8. Other bio-energy

    Recycling and the use of municipal, industrial and agricultural waste as energy not covered elsewhere.
  9. Small-Hydro – (less than 10 MW)

    Plants with capacity below 10 MW.
  10. Large-Hydro – (greater than or equal to 10 MW)

    Plants with capacity of 10 MW and above.
  11. Other renewable energy

    Hot dry rock, hydro-thermal, geothermal heat applications (including agriculture), tidal power, wave energy, ocean current power, ocean thermal power, other.

3. Nuclear fission and fusion

Materials exploration, mining and preparation, tailings management, nuclear reactors, other fission, fusion.

  1. Nuclear materials exploration, mining and preparation, tailings management

    Development of advanced exploration methods (geophysical, geochemical) for prospecting, ore surface and in-situ production, uranium and thorium extraction and conversion, enrichment, handling of tailings and remediation.
  2. Nuclear reactors

    Nuclear reactors of all types and related system components.
  3. Other fission

    Nuclear safety, environmental protection (emission reduction or avoidance), radiation protection and decommissioning of power plants and related nuclear fuel cycle installations, nuclear waste treatment, disposal and storage, fissile material recycling, fissile materials control, transport of radioactive materials.
  4. Fusion

    All types (e.g., magnetic confinement, laser applications).

4. Electric Power

Generation in utility sector, combined heat and power in industry and in buildings, electricity transmission, distribution and storage of electricity.

  1. Electric power generation in utility sector

    Conventional and non-conventional technology (e.g., pulverised coal, fluidised bed, gasification-combined cycle, supercritical), re-powering, retrofitting, life extensions and upgrading of power plants, generators and components, super-conductivity, magneto hydrodynamic, dry cooling towers, co-firing (e.g., with biomass), air and thermal pollution reduction or avoidance, flue gas cleanup (excluding CO2 removal), CHP (combined heat and power) not covered elsewhere.
  2. Electric power - combined heat and power in industry, buildings

    Industrial applications, small scale applications for buildings.
  3. Electricity transmission, distribution and storage

    Solid state power electronics, load management and control systems, network problems, super-conducting cables, AC and DC high voltage cables, HVDC transmission, other transmission and distribution related to integrating distributed and intermittent generating sources into networks, all storage (e.g., batteries, hydro reservoirs, fly wheels), other.

Hydrogen and fuel cells

Hydrogen production for process applications, hydrogen production for transportation applications, hydrogen transport and storage, other hydrogen, fuel cells, both stationary and mobile.

  1. Hydrogen production for process applications
  2. Hydrogen production for transportation applications
  3. Hydrogen transport and storage
  4. Other hydrogen
    End uses (e.g., combustion), other infrastructure and systems R&D (refuelling stations).
  5. Stationary fuel cells
    Electricity generation, other stationary end-use.
  6. Mobile fuel cellsPortable applications.

6. Energy efficiency

Industry, residential and commercial, transportation, other energy efficiency.

  1. Energy efficiency applications for industry

    Reduction of energy consumption through improved use of energy and/or reduction or avoidance of air and other emissions related to the use of energy in industrial systems and processes (excluding bio-energy-related) through the development of new techniques, new processes and new equipment, other.
  2. Energy efficiency for residential, institutional and commercial sectors

    Space heating and cooling, ventilation and lighting control systems other than solar technologies, low energy housing design and performance other than solar technologies, new insulation and building materials, thermal performance of buildings, domestic appliances, other.
  3. Energy efficiency for transportation

    Analysis and optimisation of energy consumption in the transport sector, efficiency improvements in light-duty vehicles, heavy-duty vehicles, non-road vehicles, public transport systems, engine-fuel optimisation, use of alternative fuels (liquid and gaseous, other than hydrogen), fuel additives, diesel engines, Stirling motors, electric cars, hybrid cars, includes air emission reduction, other.
  4. Other energy efficiency

    Waste heat utilisation (heat maps, process integration, total energy systems, low temperature thermodynamic cycles), district heating, heat pump development, reduction of energy consumption in the agricultural sector.

7. Other energy-related technologies

Carbon capture, transportation and storage for fossil fuel production and processing, electric power generation, industry in end-use sector, energy systems analysis, all other energy-related technologies.

  1. Carbon capture, transportation and storage related to fossil fuel production and processing
  2. Carbon capture, transportation and storage related to electric power production
  3. Carbon capture, transportation and storage related to industry in end use sector
    Include: Industry in the end use sector, such as steel production, manufacturing, etc.

    Exclude Fossil fuel production and processing and electric power production
  4. Energy system analysis

    System analysis related to energy R&D not covered elsewhere, sociological, economical and environmental impact of energy which are not specifically related to one technology area listed in the sections above.
  5. All other energy-related technologies

    Energy technology information dissemination, studies not related to a specific technology area listed above.