Category Archives: science policy

May 16, 2018: UNESCO’s (United Nations Educational, Scientific and Cultural Organization) First International Day of Light

Courtesy: UNESCO

From a May 11, 2018 United Nations Educational, Scientific and Cultural Organization (UNESCO) press release (received via email),

UNESCO will welcome leading scientists on 16 May 2018 for the 1st edition of the International Day of Light (02:30-08:00 pm) to celebrate the role light plays in our daily lives. Researchers and intellectuals will examine how light-based technologies can contribute to meet pressing challenges in diverse areas, such as medicine, education, agriculture and energy.

            UNESCO Director-General Audrey Azoulay will open this event, which will count with the participation of renowned scientists, including:

  • Kip Thorne, 2017 Nobel Prize in Physics, California Institute of Technology (United States of America).
  • Claude Cohen-Tannoudji, 1997 Nobel Prize in Physics, Collège de France.
  • Khaled Toukan, Director of the Synchrotron-light for Experimental Science and Applications in the Middle East (SESAME) based in Allan, Jordan.

The programme of keynotes and roundtables will address many key issues including science policy, our perception of the universe, and international cooperation, through contributions from experts and scientists from around the world.

The programme also includes cultural events, an illumination of UNESCO Headquarters, a photonics science show and an exhibit on the advances of light-based technologies and art.

            The debates that flourished in 2015, in the framework of the International Year of Light, highlighted the importance of light sciences and light-based technologies in achieving the United Nations Sustainable Development Goals. Several thousand events were held in 147 countries during the Year placed under the auspices of UNESCO.  

The proclamation of 16 May as the International Day of Light was supported by UNESCO’s Executive Board following a proposal by Ghana, Mexico, New Zealand and the Russian Federation, and approved by the UNESCO General Conference in November 2017.

More information:

I have taken a look at the programme which is pretty interesting. Unfortunately, I can’t excerpt parts of it for inclusion here as very odd things happen when I attempt to ‘copy and paste’. On the plus side. there’s a bit more information about this ‘new day’ on its event page,

Light plays a central role in our lives. On the most fundamental level, through photosynthesis, light is at the origin of life itself. The study of light has led to promising alternative energy sources, lifesaving medical advances in diagnostics technology and treatments, light-speed internet and many other discoveries that have revolutionized society and shaped our understanding of the universe. These technologies were developed through centuries of fundamental research on the properties of light – starting with Ibn Al-Haytham’s seminal work, Kitab al-Manazir (Book of Optics), published in 1015 and including Einstein’s work at the beginning of the 20th century, which changed the way we think about time and light.

The International Day of Light celebrates the role light plays in science, culture and art, education, and sustainable development, and in fields as diverse as medicine, communications, and energy. The will allow many different sectors of society worldwide to participate in activities that demonstrates how science, technology, art and culture can help achieve the goals of UNESCO – building the foundation for peaceful societies.

The International Day of Light is celebrated on 16 May each year, the anniversary of the first successful operation of the laser in 1960 by physicist and engineer, Theodore Maiman. This day is a call to strengthen scientific cooperation and harness its potential to foster peace and sustainable development.

Happy International Day of Light on Wednesday, May 16, 2018!

Socially responsible AI—it’s time says University of Manchester (UK) researchers

A May 10, 2018 news item on ScienceDaily describes a report on the ‘fourth industrial revolution’ being released by the University of Manchester,

The development of new Artificial Intelligence (AI) technology is often subject to bias, and the resulting systems can be discriminatory, meaning more should be done by policymakers to ensure its development is democratic and socially responsible.

This is according to Dr Barbara Ribeiro of Manchester Institute of Innovation Research at The University of Manchester, in On AI and Robotics: Developing policy for the Fourth Industrial Revolution, a new policy report on the role of AI and Robotics in society, being published today [May 10, 2018].

Interestingly, the US White House is hosting a summit on AI today, May 10, 2018, according to a May 8, 2018 article by Danny Crichton for TechCrunch (Note: Links have been removed),

Now, it appears the White House itself is getting involved in bringing together key American stakeholders to discuss AI and those opportunities and challenges. …

Among the confirmed guests are Facebook’s Jerome Pesenti, Amazon’s Rohit Prasad, and Intel’s CEO Brian Krzanich. While the event has many tech companies present, a total of 38 companies are expected to be in attendance including United Airlines and Ford.

AI policy has been top-of-mind for many policymakers around the world. French President Emmanuel Macron has announced a comprehensive national AI strategy, as has Canada, which has put together a research fund and a set of programs to attempt to build on the success of notable local AI researchers such as University of Toronto professor George Hinton, who is a major figure in deep learning.

But it is China that has increasingly drawn the attention and concern of U.S. policymakers. The country and its venture capitalists are outlaying billions of dollars to invest in the AI industry, and it has made leading in artificial intelligence one of the nation’s top priorities through its Made in China 2025 program and other reports. …

In comparison, the United States has been remarkably uncoordinated when it comes to AI. …

That lack of engagement from policymakers has been fine — after all, the United States is the world leader in AI research. But with other nations pouring resources and talent into the space, DC policymakers are worried that the U.S. could suddenly find itself behind the frontier of research in the space, with particular repercussions for the defense industry.

Interesting contrast: do we take time to consider the implications or do we engage in a race?

While it’s becoming fashionable to dismiss dichotomous questions of this nature, the two approaches (competition and reflection) are not that compatible and it does seem to be an either/or proposition.

A May 10, 2018 University of Manchester press release (also on EurekAlert), which originated the news item, expands on the theme of responsibility and AI,

Dr Ribeiro adds because investment into AI will essentially be paid for by tax-payers in the long-term, policymakers need to make sure that the benefits of such technologies are fairly distributed throughout society.

She says: “Ensuring social justice in AI development is essential. AI technologies rely on big data and the use of algorithms, which influence decision-making in public life and on matters such as social welfare, public safety and urban planning.”

“In these ‘data-driven’ decision-making processes some social groups may be excluded, either because they lack access to devices necessary to participate or because the selected datasets do not consider the needs, preferences and interests of marginalised and disadvantaged people.”

On AI and Robotics: Developing policy for the Fourth Industrial Revolution is a comprehensive report written, developed and published by Policy@Manchester with leading experts and academics from across the University.

The publication is designed to help employers, regulators and policymakers understand the potential effects of AI in areas such as industry, healthcare, research and international policy.

However, the report doesn’t just focus on AI. It also looks at robotics, explaining the differences and similarities between the two separate areas of research and development (R&D) and the challenges policymakers face with each.

Professor Anna Scaife, Co-Director of the University’s Policy@Manchester team, explains: “Although the challenges that companies and policymakers are facing with respect to AI and robotic systems are similar in many ways, these are two entirely separate technologies – something which is often misunderstood, not just by the general public, but policymakers and employers too. This is something that has to be addressed.”

One particular area the report highlights where robotics can have a positive impact is in the world of hazardous working environments, such a nuclear decommissioning and clean-up.

Professor Barry Lennox, Professor of Applied Control and Head of the UOM Robotics Group, adds: “The transfer of robotics technology into industry, and in particular the nuclear industry, requires cultural and societal changes as well as technological advances.

“It is really important that regulators are aware of what robotic technology is and is not capable of doing today, as well as understanding what the technology might be capable of doing over the next -5 years.”

The report also highlights the importance of big data and AI in healthcare, for example in the fight against antimicrobial resistance (AMR).

Lord Jim O’Neill, Honorary Professor of Economics at The University of Manchester and Chair of the Review on Antimicrobial Resistance explains: “An important example of this is the international effort to limit the spread of antimicrobial resistance (AMR). The AMR Review gave 27 specific recommendations covering 10 broad areas, which became known as the ‘10 Commandments’.

“All 10 are necessary, and none are sufficient on their own, but if there is one that I find myself increasingly believing is a permanent game-changer, it is state of the art diagnostics. We need a ‘Google for doctors’ to reduce the rate of over prescription.”

The versatile nature of AI and robotics is leading many experts to predict that the technologies will have a significant impact on a wide variety of fields in the coming years. Policy@Manchester hopes that the On AI and Robotics report will contribute to helping policymakers, industry stakeholders and regulators better understand the range of issues they will face as the technologies play ever greater roles in our everyday lives.

As far as I can tell, the report has been designed for online viewing only. There are none of the markers (imprint date, publisher, etc.) that I expect to see on a print document. There is no bibliography or list of references but there are links to outside sources throughout the document.

It’s an interesting approach to publishing a report that calls for social justice, especially since the issue of ‘trust’ is increasingly being emphasized where all AI is concerned. With regard to this report, I’m not sure I can trust it. With a print document or a PDF I have markers. I can examine the index, the bibliography, etc. and determine if this material has covered the subject area with reference to well known authorities. It’s much harder to do that with this report. As well, this ‘souped up’ document also looks like it might be easy to change something without my knowledge. With a print or PDF version, I can compare the documents but not with this one.

The Hedy Lamarr of international research: Canada’s Third assessment of The State of Science and Technology and Industrial Research and Development in Canada (2 of 2)

Taking up from where I left off with my comments on Competing in a Global Innovation Economy: The Current State of R and D in Canada or as I prefer to call it the Third assessment of Canadas S&T (science and technology) and R&D (research and development). (Part 1 for anyone who missed it).

Is it possible to get past Hedy?

Interestingly (to me anyway), one of our R&D strengths, the visual and performing arts, features sectors where a preponderance of people are dedicated to creating culture in Canada and don’t spend a lot of time trying to make money so they can retire before the age of 40 as so many of our start-up founders do. (Retiring before the age of 40 just reminded me of Hollywood actresses {Hedy] who found and still do find that work was/is hard to come by after that age. You may be able but I’m not sure I can get past Hedy.) Perhaps our business people (start-up founders) could take a leaf out of the visual and performing arts handbook? Or, not. There is another question.

Does it matter if we continue to be a ‘branch plant’ economy? Somebody once posed that question to me when I was grumbling that our start-ups never led to larger businesses and acted more like incubators (which could describe our R&D as well),. He noted that Canadians have a pretty good standard of living and we’ve been running things this way for over a century and it seems to work for us. Is it that bad? I didn’t have an  answer for him then and I don’t have one now but I think it’s a useful question to ask and no one on this (2018) expert panel or the previous expert panel (2013) seems to have asked.

I appreciate that the panel was constrained by the questions given by the government but given how they snuck in a few items that technically speaking were not part of their remit, I’m thinking they might have gone just a bit further. The problem with answering the questions as asked is that if you’ve got the wrong questions, your answers will be garbage (GIGO; garbage in, garbage out) or, as is said, where science is concerned, it’s the quality of your questions.

On that note, I would have liked to know more about the survey of top-cited researchers. I think looking at the questions could have been quite illuminating and I would have liked some information on from where (geographically and area of specialization) they got most of their answers. In keeping with past practice (2012 assessment published in 2013), there is no additional information offered about the survey questions or results. Still, there was this (from the report released April 10, 2018; Note: There may be some difference between the formatting seen here and that seen in the document),

3.1.2 International Perceptions of Canadian Research
As with the 2012 S&T report, the CCA commissioned a survey of top-cited researchers’ perceptions of Canada’s research strength in their field or subfield relative to that of other countries (Section 1.3.2). Researchers were asked to identify the top five countries in their field and subfield of expertise: 36% of respondents (compared with 37% in the 2012 survey) from across all fields of research rated Canada in the top five countries in their field (Figure B.1 and Table B.1 in the appendix). Canada ranks fourth out of all countries, behind the United States, United Kingdom, and Germany, and ahead of France. This represents a change of about 1 percentage point from the overall results of the 2012 S&T survey. There was a 4 percentage point decrease in how often France is ranked among the top five countries; the ordering of the top five countries, however, remains the same.

When asked to rate Canada’s research strength among other advanced countries in their field of expertise, 72% (4,005) of respondents rated Canadian research as “strong” (corresponding to a score of 5 or higher on a 7-point scale) compared with 68% in the 2012 S&T survey (Table 3.4). [pp. 40-41 Print; pp. 78-70 PDF]

Before I forget, there was mention of the international research scene,

Growth in research output, as estimated by number of publications, varies considerably for the 20 top countries. Brazil, China, India, Iran, and South Korea have had the most significant increases in publication output over the last 10 years. [emphases mine] In particular, the dramatic increase in China’s output means that it is closing the gap with the United States. In 2014, China’s output was 95% of that of the United States, compared with 26% in 2003. [emphasis mine]

Table 3.2 shows the Growth Index (GI), a measure of the rate at which the research output for a given country changed between 2003 and 2014, normalized by the world growth rate. If a country’s growth in research output is higher than the world average, the GI score is greater than 1.0. For example, between 2003 and 2014, China’s GI score was 1.50 (i.e., 50% greater than the world average) compared with 0.88 and 0.80 for Canada and the United States, respectively. Note that the dramatic increase in publication production of emerging economies such as China and India has had a negative impact on Canada’s rank and GI score (see CCA, 2016).

As long as I’ve been blogging (10 years), the international research community (in particular the US) has been looking over its shoulder at China.

Patents and intellectual property

As an inventor, Hedy got more than one patent. Much has been made of the fact that  despite an agreement, the US Navy did not pay her or her partner (George Antheil) for work that would lead to significant military use (apparently, it was instrumental in the Bay of Pigs incident, for those familiar with that bit of history), GPS, WiFi, Bluetooth, and more.

Some comments about patents. They are meant to encourage more innovation by ensuring that creators/inventors get paid for their efforts .This is true for a set time period and when it’s over, other people get access and can innovate further. It’s not intended to be a lifelong (or inheritable) source of income. The issue in Lamarr’s case is that the navy developed the technology during the patent’s term without telling either her or her partner so, of course, they didn’t need to compensate them despite the original agreement. They really should have paid her and Antheil.

The current patent situation, particularly in the US, is vastly different from the original vision. These days patents are often used as weapons designed to halt innovation. One item that should be noted is that the Canadian federal budget indirectly addressed their misuse (from my March 16, 2018 posting),

Surprisingly, no one else seems to have mentioned a new (?) intellectual property strategy introduced in the document (from Chapter 2: Progress; scroll down about 80% of the way, Note: The formatting has been changed),

Budget 2018 proposes measures in support of a new Intellectual Property Strategy to help Canadian entrepreneurs better understand and protect intellectual property, and get better access to shared intellectual property.

What Is a Patent Collective?
A Patent Collective is a way for firms to share, generate, and license or purchase intellectual property. The collective approach is intended to help Canadian firms ensure a global “freedom to operate”, mitigate the risk of infringing a patent, and aid in the defence of a patent infringement suit.

Budget 2018 proposes to invest $85.3 million over five years, starting in 2018–19, with $10 million per year ongoing, in support of the strategy. The Minister of Innovation, Science and Economic Development will bring forward the full details of the strategy in the coming months, including the following initiatives to increase the intellectual property literacy of Canadian entrepreneurs, and to reduce costs and create incentives for Canadian businesses to leverage their intellectual property:

  • To better enable firms to access and share intellectual property, the Government proposes to provide $30 million in 2019–20 to pilot a Patent Collective. This collective will work with Canada’s entrepreneurs to pool patents, so that small and medium-sized firms have better access to the critical intellectual property they need to grow their businesses.
  • To support the development of intellectual property expertise and legal advice for Canada’s innovation community, the Government proposes to provide $21.5 million over five years, starting in 2018–19, to Innovation, Science and Economic Development Canada. This funding will improve access for Canadian entrepreneurs to intellectual property legal clinics at universities. It will also enable the creation of a team in the federal government to work with Canadian entrepreneurs to help them develop tailored strategies for using their intellectual property and expanding into international markets.
  • To support strategic intellectual property tools that enable economic growth, Budget 2018 also proposes to provide $33.8 million over five years, starting in 2018–19, to Innovation, Science and Economic Development Canada, including $4.5 million for the creation of an intellectual property marketplace. This marketplace will be a one-stop, online listing of public sector-owned intellectual property available for licensing or sale to reduce transaction costs for businesses and researchers, and to improve Canadian entrepreneurs’ access to public sector-owned intellectual property.

The Government will also consider further measures, including through legislation, in support of the new intellectual property strategy.

Helping All Canadians Harness Intellectual Property
Intellectual property is one of our most valuable resources, and every Canadian business owner should understand how to protect and use it.

To better understand what groups of Canadians are benefiting the most from intellectual property, Budget 2018 proposes to provide Statistics Canada with $2 million over three years to conduct an intellectual property awareness and use survey. This survey will help identify how Canadians understand and use intellectual property, including groups that have traditionally been less likely to use intellectual property, such as women and Indigenous entrepreneurs. The results of the survey should help the Government better meet the needs of these groups through education and awareness initiatives.

The Canadian Intellectual Property Office will also increase the number of education and awareness initiatives that are delivered in partnership with business, intermediaries and academia to ensure Canadians better understand, integrate and take advantage of intellectual property when building their business strategies. This will include targeted initiatives to support underrepresented groups.

Finally, Budget 2018 also proposes to invest $1 million over five years to enable representatives of Canada’s Indigenous Peoples to participate in discussions at the World Intellectual Property Organization related to traditional knowledge and traditional cultural expressions, an important form of intellectual property.

It’s not wholly clear what they mean by ‘intellectual property’. The focus seems to be on  patents as they are the only intellectual property (as opposed to copyright and trademarks) singled out in the budget. As for how the ‘patent collective’ is going to meet all its objectives, this budget supplies no clarity on the matter. On the plus side, I’m glad to see that indigenous peoples’ knowledge is being acknowledged as “an important form of intellectual property” and I hope the discussions at the World Intellectual Property Organization are fruitful.

As for the patent situation in Canada (from the report released April 10, 2018),

Over the past decade, the Canadian patent flow in all technical sectors has consistently decreased. Patent flow provides a partial picture of how patents in Canada are exploited. A negative flow represents a deficit of patented inventions owned by Canadian assignees versus the number of patented inventions created by Canadian inventors. The patent flow for all Canadian patents decreased from about −0.04 in 2003 to −0.26 in 2014 (Figure 4.7). This means that there is an overall deficit of 26% of patent ownership in Canada. In other words, fewer patents were owned by Canadian institutions than were invented in Canada.

This is a significant change from 2003 when the deficit was only 4%. The drop is consistent across all technical sectors in the past 10 years, with Mechanical Engineering falling the least, and Electrical Engineering the most (Figure 4.7). At the technical field level, the patent flow dropped significantly in Digital Communication and Telecommunications. For example, the Digital Communication patent flow fell from 0.6 in 2003 to −0.2 in 2014. This fall could be partially linked to Nortel’s US$4.5 billion patent sale [emphasis mine] to the Rockstar consortium (which included Apple, BlackBerry, Ericsson, Microsoft, and Sony) (Brickley, 2011). Food Chemistry and Microstructural [?] and Nanotechnology both also showed a significant drop in patent flow. [p. 83 Print; p. 121 PDF]

Despite a fall in the number of parents for ‘Digital Communication’, we’re still doing well according to statistics elsewhere in this report. Is it possible that patents aren’t that big a deal? Of course, it’s also possible that we are enjoying the benefits of past work and will miss out on future work. (Note: A video of the April 10, 2018 report presentation by Max Blouw features him saying something like that.)

One last note, Nortel died many years ago. Disconcertingly, this report, despite more than one reference to Nortel, never mentions the company’s demise.

Boxed text

While the expert panel wasn’t tasked to answer certain types of questions, as I’ve noted earlier they managed to sneak in a few items.  One of the strategies they used was putting special inserts into text boxes including this (from the report released April 10, 2018),

Box 4.2
The FinTech Revolution

Financial services is a key industry in Canada. In 2015, the industry accounted for 4.4%

of Canadia jobs and about 7% of Canadian GDP (Burt, 2016). Toronto is the second largest financial services hub in North America and one of the most vibrant research hubs in FinTech. Since 2010, more than 100 start-up companies have been founded in Canada, attracting more than $1 billion in investment (Moffatt, 2016). In 2016 alone, venture-backed investment in Canadian financial technology companies grew by 35% to $137.7 million (Ho, 2017). The Toronto Financial Services Alliance estimates that there are approximately 40,000 ICT specialists working in financial services in Toronto alone.

AI, blockchain, [emphasis mine] and other results of ICT research provide the basis for several transformative FinTech innovations including, for example, decentralized transaction ledgers, cryptocurrencies (e.g., bitcoin), and AI-based risk assessment and fraud detection. These innovations offer opportunities to develop new markets for established financial services firms, but also provide entry points for technology firms to develop competing service offerings, increasing competition in the financial services industry. In response, many financial services companies are increasing their investments in FinTech companies (Breznitz et al., 2015). By their own account, the big five banks invest more than $1 billion annually in R&D of advanced software solutions, including AI-based innovations (J. Thompson, personal communication, 2016). The banks are also increasingly investing in university research and collaboration with start-up companies. For instance, together with several large insurance and financial management firms, all big five banks have invested in the Vector Institute for Artificial Intelligence (Kolm, 2017).

I’m glad to see the mention of blockchain while AI (artificial intelligence) is an area where we have innovated (from the report released April 10, 2018),

AI has attracted researchers and funding since the 1960s; however, there were periods of stagnation in the 1970s and 1980s, sometimes referred to as the “AI winter.” During this period, the Canadian Institute for Advanced Research (CIFAR), under the direction of Fraser Mustard, started supporting AI research with a decade-long program called Artificial Intelligence, Robotics and Society, [emphasis mine] which was active from 1983 to 1994. In 2004, a new program called Neural Computation and Adaptive Perception was initiated and renewed twice in 2008 and 2014 under the title, Learning in Machines and Brains. Through these programs, the government provided long-term, predictable support for high- risk research that propelled Canadian researchers to the forefront of global AI development. In the 1990s and early 2000s, Canadian research output and impact on AI were second only to that of the United States (CIFAR, 2016). NSERC has also been an early supporter of AI. According to its searchable grant database, NSERC has given funding to research projects on AI since at least 1991–1992 (the earliest searchable year) (NSERC, 2017a).

The University of Toronto, the University of Alberta, and the Université de Montréal have emerged as international centres for research in neural networks and deep learning, with leading experts such as Geoffrey Hinton and Yoshua Bengio. Recently, these locations have expanded into vibrant hubs for research in AI applications with a diverse mix of specialized research institutes, accelerators, and start-up companies, and growing investment by major international players in AI development, such as Microsoft, Google, and Facebook. Many highly influential AI researchers today are either from Canada or have at some point in their careers worked at a Canadian institution or with Canadian scholars.

As international opportunities in AI research and the ICT industry have grown, many of Canada’s AI pioneers have been drawn to research institutions and companies outside of Canada. According to the OECD, Canada’s share of patents in AI declined from 2.4% in 2000 to 2005 to 2% in 2010 to 2015. Although Canada is the sixth largest producer of top-cited scientific publications related to machine learning, firms headquartered in Canada accounted for only 0.9% of all AI-related inventions from 2012 to 2014 (OECD, 2017c). Canadian AI researchers, however, remain involved in the core nodes of an expanding international network of AI researchers, most of whom continue to maintain ties with their home institutions. Compared with their international peers, Canadian AI researchers are engaged in international collaborations far more often than would be expected by Canada’s level of research output, with Canada ranking fifth in collaboration. [p. 97-98 Print; p. 135-136 PDF]

The only mention of robotics seems to be here in this section and it’s only in passing. This is a bit surprising given its global importance. I wonder if robotics has been somehow hidden inside the term artificial intelligence, although sometimes it’s vice versa with robot being used to describe artificial intelligence. I’m noticing this trend of assuming the terms are synonymous or interchangeable not just in Canadian publications but elsewhere too.  ’nuff said.

Getting back to the matter at hand, t he report does note that patenting (technometric data) is problematic (from the report released April 10, 2018),

The limitations of technometric data stem largely from their restricted applicability across areas of R&D. Patenting, as a strategy for IP management, is similarly limited in not being equally relevant across industries. Trends in patenting can also reflect commercial pressures unrelated to R&D activities, such as defensive or strategic patenting practices. Finally, taxonomies for assessing patents are not aligned with bibliometric taxonomies, though links can be drawn to research publications through the analysis of patent citations. [p. 105 Print; p. 143 PDF]

It’s interesting to me that they make reference to many of the same issues that I mention but they seem to forget and don’t use that information in their conclusions.

There is one other piece of boxed text I want to highlight (from the report released April 10, 2018),

Box 6.3
Open Science: An Emerging Approach to Create New Linkages

Open Science is an umbrella term to describe collaborative and open approaches to
undertaking science, which can be powerful catalysts of innovation. This includes
the development of open collaborative networks among research performers, such
as the private sector, and the wider distribution of research that usually results when
restrictions on use are removed. Such an approach triggers faster translation of ideas
among research partners and moves the boundaries of pre-competitive research to
later, applied stages of research. With research results freely accessible, companies
can focus on developing new products and processes that can be commercialized.

Two Canadian organizations exemplify the development of such models. In June
2017, Genome Canada, the Ontario government, and pharmaceutical companies
invested $33 million in the Structural Genomics Consortium (SGC) (Genome Canada,
2017). Formed in 2004, the SGC is at the forefront of the Canadian open science
movement and has contributed to many key research advancements towards new
treatments (SGC, 2018). McGill University’s Montréal Neurological Institute and
Hospital has also embraced the principles of open science. Since 2016, it has been
sharing its research results with the scientific community without restriction, with
the objective of expanding “the impact of brain research and accelerat[ing] the
discovery of ground-breaking therapies to treat patients suffering from a wide range
of devastating neurological diseases” (neuro, n.d.).

This is exciting stuff and I’m happy the panel featured it. (I wrote about the Montréal Neurological Institute initiative in a Jan. 22, 2016 posting.)

More than once, the report notes the difficulties with using bibliometric and technometric data as measures of scientific achievement and progress and open science (along with its cousins, open data and open access) are contributing to the difficulties as James Somers notes in his April 5, 2018 article ‘The Scientific Paper is Obsolete’ for The Atlantic (Note: Links have been removed),

The scientific paper—the actual form of it—was one of the enabling inventions of modernity. Before it was developed in the 1600s, results were communicated privately in letters, ephemerally in lectures, or all at once in books. There was no public forum for incremental advances. By making room for reports of single experiments or minor technical advances, journals made the chaos of science accretive. Scientists from that point forward became like the social insects: They made their progress steadily, as a buzzing mass.

The earliest papers were in some ways more readable than papers are today. They were less specialized, more direct, shorter, and far less formal. Calculus had only just been invented. Entire data sets could fit in a table on a single page. What little “computation” contributed to the results was done by hand and could be verified in the same way.

The more sophisticated science becomes, the harder it is to communicate results. Papers today are longer than ever and full of jargon and symbols. They depend on chains of computer programs that generate data, and clean up data, and plot data, and run statistical models on data. These programs tend to be both so sloppily written and so central to the results that it’s [sic] contributed to a replication crisis, or put another way, a failure of the paper to perform its most basic task: to report what you’ve actually discovered, clearly enough that someone else can discover it for themselves.

Perhaps the paper itself is to blame. Scientific methods evolve now at the speed of software; the skill most in demand among physicists, biologists, chemists, geologists, even anthropologists and research psychologists, is facility with programming languages and “data science” packages. And yet the basic means of communicating scientific results hasn’t changed for 400 years. Papers may be posted online, but they’re still text and pictures on a page.

What would you get if you designed the scientific paper from scratch today? A little while ago I spoke to Bret Victor, a researcher who worked at Apple on early user-interface prototypes for the iPad and now runs his own lab in Oakland, California, that studies the future of computing. Victor has long been convinced that scientists haven’t yet taken full advantage of the computer. “It’s not that different than looking at the printing press, and the evolution of the book,” he said. After Gutenberg, the printing press was mostly used to mimic the calligraphy in bibles. It took nearly 100 years of technical and conceptual improvements to invent the modern book. “There was this entire period where they had the new technology of printing, but they were just using it to emulate the old media.”Victor gestured at what might be possible when he redesigned a journal article by Duncan Watts and Steven Strogatz, “Collective dynamics of ‘small-world’ networks.” He chose it both because it’s one of the most highly cited papers in all of science and because it’s a model of clear exposition. (Strogatz is best known for writing the beloved “Elements of Math” column for The New York Times.)

The Watts-Strogatz paper described its key findings the way most papers do, with text, pictures, and mathematical symbols. And like most papers, these findings were still hard to swallow, despite the lucid prose. The hardest parts were the ones that described procedures or algorithms, because these required the reader to “play computer” in their head, as Victor put it, that is, to strain to maintain a fragile mental picture of what was happening with each step of the algorithm.Victor’s redesign interleaved the explanatory text with little interactive diagrams that illustrated each step. In his version, you could see the algorithm at work on an example. You could even control it yourself….

For anyone interested in the evolution of how science is conducted and communicated, Somers’ article is a fascinating and in depth look at future possibilities.

Subregional R&D

I didn’t find this quite as compelling as the last time and that may be due to the fact that there’s less information and I think the 2012 report was the first to examine the Canadian R&D scene with a subregional (in their case, provinces) lens. On a high note, this report also covers cities (!) and regions, as well as, provinces.

Here’s the conclusion (from the report released April 10, 2018),

Ontario leads Canada in R&D investment and performance. The province accounts for almost half of R&D investment and personnel, research publications and collaborations, and patents. R&D activity in Ontario produces high-quality publications in each of Canada’s five R&D strengths, reflecting both the quantity and quality of universities in the province. Quebec lags Ontario in total investment, publications, and patents, but performs as well (citations) or better (R&D intensity) by some measures. Much like Ontario, Quebec researchers produce impactful publications across most of Canada’s five R&D strengths. Although it invests an amount similar to that of Alberta, British Columbia does so at a significantly higher intensity. British Columbia also produces more highly cited publications and patents, and is involved in more international research collaborations. R&D in British Columbia and Alberta clusters around Vancouver and Calgary in areas such as physics and ICT and in clinical medicine and energy, respectively. [emphasis mine] Smaller but vibrant R&D communities exist in the Prairies and Atlantic Canada [also referred to as the Maritime provinces or Maritimes] (and, to a lesser extent, in the Territories) in natural resource industries.

Globally, as urban populations expand exponentially, cities are likely to drive innovation and wealth creation at an increasing rate in the future. In Canada, R&D activity clusters around five large cities: Toronto, Montréal, Vancouver, Ottawa, and Calgary. These five cities create patents and high-tech companies at nearly twice the rate of other Canadian cities. They also account for half of clusters in the services sector, and many in advanced manufacturing.

Many clusters relate to natural resources and long-standing areas of economic and research strength. Natural resource clusters have emerged around the location of resources, such as forestry in British Columbia, oil and gas in Alberta, agriculture in Ontario, mining in Quebec, and maritime resources in Atlantic Canada. The automotive, plastics, and steel industries have the most individual clusters as a result of their economic success in Windsor, Hamilton, and Oshawa. Advanced manufacturing industries tend to be more concentrated, often located near specialized research universities. Strong connections between academia and industry are often associated with these clusters. R&D activity is distributed across the country, varying both between and within regions. It is critical to avoid drawing the wrong conclusion from this fact. This distribution does not imply the existence of a problem that needs to be remedied. Rather, it signals the benefits of diverse innovation systems, with differentiation driven by the needs of and resources available in each province. [pp.  132-133 Print; pp. 170-171 PDF]

Intriguingly, there’s no mention that in British Columbia (BC), there are leading areas of research: Visual & Performing Arts, Psychology & Cognitive Sciences, and Clinical Medicine (according to the table on p. 117 Print, p. 153 PDF).

As I said and hinted earlier, we’ve got brains; they’re just not the kind of brains that command respect.

Final comments

My hat’s off to the expert panel and staff of the Council of Canadian Academies. Combining two previous reports into one could not have been easy. As well, kudos to their attempts to broaden the discussion by mentioning initiative such as open science and for emphasizing the problems with bibliometrics, technometrics, and other measures. I have covered only parts of this assessment, (Competing in a Global Innovation Economy: The Current State of R&D in Canada), there’s a lot more to it including a substantive list of reference materials (bibliography).

While I have argued that perhaps the situation isn’t quite as bad as the headlines and statistics may suggest, there are some concerning trends for Canadians but we have to acknowledge that many countries have stepped up their research game and that’s good for all of us. You don’t get better at anything unless you work with and play with others who are better than you are. For example, both India and Italy surpassed us in numbers of published research papers. We slipped from 7th place to 9th. Thank you, Italy and India. (And, Happy ‘Italian Research in the World Day’ on April 15, 2018, the day’s inaugural year. In Italian: Piano Straordinario “Vivere all’Italiana” – Giornata della ricerca Italiana nel mondo.)

Unfortunately, the reading is harder going than previous R&D assessments in the CCA catalogue. And in the end, I can’t help thinking we’re just a little bit like Hedy Lamarr. Not really appreciated in all of our complexities although the expert panel and staff did try from time to time. Perhaps the government needs to find better ways of asking the questions.

***ETA April 12, 2018 at 1500 PDT: Talking about missing the obvious! I’ve been ranting on about how research strength in visual and performing arts and in philosophy and theology, etc. is perfectly fine and could lead to ‘traditional’ science breakthroughs without underlining the point by noting that Antheil was a musician, Lamarr was as an actress and they set the foundation for work by electrical engineers (or people with that specialty) for their signature work leading to WiFi, etc.***

There is, by the way, a Hedy-Canada connection. In 1998, she sued Canadian software company Corel, for its unauthorized use of her image on their Corel Draw 8 product packaging. She won.

More stuff

For those who’d like to see and hear the April 10, 2017 launch for “Competing in a Global Innovation Economy: The Current State of R&D in Canada” or the Third Assessment as I think of it, go here.

The report can be found here.

For anyone curious about ‘Bombshell: The Hedy Lamarr Story’ to be broadcast on May 18, 2018 as part of PBS’s American Masters series, there’s this trailer,

For the curious, I did find out more about the Hedy Lamarr and Corel Draw. John Lettice’s December 2, 1998 article The Rgister describes the suit and her subsequent victory in less than admiring terms,

Our picture doesn’t show glamorous actress Hedy Lamarr, who yesterday [Dec. 1, 1998] came to a settlement with Corel over the use of her image on Corel’s packaging. But we suppose that following the settlement we could have used a picture of Corel’s packaging. Lamarr sued Corel earlier this year over its use of a CorelDraw image of her. The picture had been produced by John Corkery, who was 1996 Best of Show winner of the Corel World Design Contest. Corel now seems to have come to an undisclosed settlement with her, which includes a five-year exclusive (oops — maybe we can’t use the pack-shot then) licence to use “the lifelike vector illustration of Hedy Lamarr on Corel’s graphic software packaging”. Lamarr, bless ‘er, says she’s looking forward to the continued success of Corel Corporation,  …

There’s this excerpt from a Sept. 21, 2015 posting (a pictorial essay of Lamarr’s life) by Shahebaz Khan on The Blaze Blog,

6. CorelDRAW:
For several years beginning in 1997, the boxes of Corel DRAW’s software suites were graced by a large Corel-drawn image of Lamarr. The picture won Corel DRAW’s yearly software suite cover design contest in 1996. Lamarr sued Corel for using the image without her permission. Corel countered that she did not own rights to the image. The parties reached an undisclosed settlement in 1998.

There’s also a Nov. 23, 1998 Corel Draw 8 product review by Mike Gorman on mymac.com, which includes a screenshot of the packaging that precipitated the lawsuit. Once they settled, it seems Corel used her image at least one more time.

The Hedy Lamarr of international research: Canada’s Third assessment of The State of Science and Technology and Industrial Research and Development in Canada (1 of 2)

Before launching into the assessment, a brief explanation of my theme: Hedy Lamarr was considered to be one of the great beauties of her day,

“Ziegfeld Girl” Hedy Lamarr 1941 MGM *M.V.
Titles: Ziegfeld Girl
People: Hedy Lamarr
Image courtesy mptvimages.com [downloaded from https://www.imdb.com/title/tt0034415/mediaviewer/rm1566611456]

Aside from starring in Hollywood movies and, before that, movies in Europe, she was also an inventor and not just any inventor (from a Dec. 4, 2017 article by Laura Barnett for The Guardian), Note: Links have been removed,

Let’s take a moment to reflect on the mercurial brilliance of Hedy Lamarr. Not only did the Vienna-born actor flee a loveless marriage to a Nazi arms dealer to secure a seven-year, $3,000-a-week contract with MGM, and become (probably) the first Hollywood star to simulate a female orgasm on screen – she also took time out to invent a device that would eventually revolutionise mobile communications.

As described in unprecedented detail by the American journalist and historian Richard Rhodes in his new book, Hedy’s Folly, Lamarr and her business partner, the composer George Antheil, were awarded a patent in 1942 for a “secret communication system”. It was meant for radio-guided torpedoes, and the pair gave to the US Navy. It languished in their files for decades before eventually becoming a constituent part of GPS, Wi-Fi and Bluetooth technology.

(The article goes on to mention other celebrities [Marlon Brando, Barbara Cartland, Mark Twain, etc] and their inventions.)

Lamarr’s work as an inventor was largely overlooked until the 1990’s when the technology community turned her into a ‘cultish’ favourite and from there her reputation grew and acknowledgement increased culminating in Rhodes’ book and the documentary by Alexandra Dean, ‘Bombshell: The Hedy Lamarr Story (to be broadcast as part of PBS’s American Masters series on May 18, 2018).

Canada as Hedy Lamarr

There are some parallels to be drawn between Canada’s S&T and R&D (science and technology; research and development) and Ms. Lamarr. Chief amongst them, we’re not always appreciated for our brains. Not even by people who are supposed to know better such as the experts on the panel for the ‘Third assessment of The State of Science and Technology and Industrial Research and Development in Canada’ (proper title: Competing in a Global Innovation Economy: The Current State of R&D in Canada) from the Expert Panel on the State of Science and Technology and Industrial Research and Development in Canada.

A little history

Before exploring the comparison to Hedy Lamarr further, here’s a bit more about the history of this latest assessment from the Council of Canadian Academies (CCA), from the report released April 10, 2018,

This assessment of Canada’s performance indicators in science, technology, research, and innovation comes at an opportune time. The Government of Canada has expressed a renewed commitment in several tangible ways to this broad domain of activity including its Innovation and Skills Plan, the announcement of five superclusters, its appointment of a new Chief Science Advisor, and its request for the Fundamental Science Review. More specifically, the 2018 Federal Budget demonstrated the government’s strong commitment to research and innovation with historic investments in science.

The CCA has a decade-long history of conducting evidence-based assessments about Canada’s research and development activities, producing seven assessments of relevance:

The State of Science and Technology in Canada (2006) [emphasis mine]
•Innovation and Business Strategy: Why Canada Falls Short (2009)
•Catalyzing Canada’s Digital Economy (2010)
•Informing Research Choices: Indicators and Judgment (2012)
The State of Science and Technology in Canada (2012) [emphasis mine]
The State of Industrial R&D in Canada (2013) [emphasis mine]
•Paradox Lost: Explaining Canada’s Research Strength and Innovation Weakness (2013)

Using similar methods and metrics to those in The State of Science and Technology in Canada (2012) and The State of Industrial R&D in Canada (2013), this assessment tells a similar and familiar story: Canada has much to be proud of, with world-class researchers in many domains of knowledge, but the rest of the world is not standing still. Our peers are also producing high quality results, and many countries are making significant commitments to supporting research and development that will position them to better leverage their strengths to compete globally. Canada will need to take notice as it determines how best to take action. This assessment provides valuable material for that conversation to occur, whether it takes place in the lab or the legislature, the bench or the boardroom. We also hope it will be used to inform public discussion. [p. ix Print, p. 11 PDF]

This latest assessment succeeds the general 2006 and 2012 reports, which were mostly focused on academic research, and combines it with an assessment of industrial research, which was previously separate. Also, this third assessment’s title (Competing in a Global Innovation Economy: The Current State of R&D in Canada) makes what was previously quietly declared in the text, explicit from the cover onwards. It’s all about competition, despite noises such as the 2017 Naylor report (Review of fundamental research) about the importance of fundamental research.

One other quick comment, I did wonder in my July 1, 2016 posting (featuring the announcement of the third assessment) how combining two assessments would impact the size of the expert panel and the size of the final report,

Given the size of the 2012 assessment of science and technology at 232 pp. (PDF) and the 2013 assessment of industrial research and development at 220 pp. (PDF) with two expert panels, the imagination boggles at the potential size of the 2016 expert panel and of the 2016 assessment combining the two areas.

I got my answer with regard to the panel as noted in my Oct. 20, 2016 update (which featured a list of the members),

A few observations, given the size of the task, this panel is lean. As well, there are three women in a group of 13 (less than 25% representation) in 2016? It’s Ontario and Québec-dominant; only BC and Alberta rate a representative on the panel. I hope they will find ways to better balance this panel and communicate that ‘balanced story’ to the rest of us. On the plus side, the panel has representatives from the humanities, arts, and industry in addition to the expected representatives from the sciences.

The imbalance I noted then was addressed, somewhat, with the selection of the reviewers (from the report released April 10, 2018),

The CCA wishes to thank the following individuals for their review of this report:

Ronald Burnett, C.M., O.B.C., RCA, Chevalier de l’ordre des arts et des
lettres, President and Vice-Chancellor, Emily Carr University of Art and Design
(Vancouver, BC)

Michelle N. Chretien, Director, Centre for Advanced Manufacturing and Design
Technologies, Sheridan College; Former Program and Business Development
Manager, Electronic Materials, Xerox Research Centre of Canada (Brampton,
ON)

Lisa Crossley, CEO, Reliq Health Technologies, Inc. (Ancaster, ON)
Natalie Dakers, Founding President and CEO, Accel-Rx Health Sciences
Accelerator (Vancouver, BC)

Fred Gault, Professorial Fellow, United Nations University-MERIT (Maastricht,
Netherlands)

Patrick D. Germain, Principal Engineering Specialist, Advanced Aerodynamics,
Bombardier Aerospace (Montréal, QC)

Robert Brian Haynes, O.C., FRSC, FCAHS, Professor Emeritus, DeGroote
School of Medicine, McMaster University (Hamilton, ON)

Susan Holt, Chief, Innovation and Business Relationships, Government of
New Brunswick (Fredericton, NB)

Pierre A. Mohnen, Professor, United Nations University-MERIT and Maastricht
University (Maastricht, Netherlands)

Peter J. M. Nicholson, C.M., Retired; Former and Founding President and
CEO, Council of Canadian Academies (Annapolis Royal, NS)

Raymond G. Siemens, Distinguished Professor, English and Computer Science
and Former Canada Research Chair in Humanities Computing, University of
Victoria (Victoria, BC) [pp. xii- xiv Print; pp. 15-16 PDF]

The proportion of women to men as reviewers jumped up to about 36% (4 of 11 reviewers) and there are two reviewers from the Maritime provinces. As usual, reviewers external to Canada were from Europe. Although this time, they came from Dutch institutions rather than UK or German institutions. Interestingly and unusually, there was no one from a US institution. When will they start using reviewers from other parts of the world?

As for the report itself, it is 244 pp. (PDF). (For the really curious, I have a  December 15, 2016 post featuring my comments on the preliminary data for the third assessment.)

To sum up, they had a lean expert panel tasked with bringing together two inquiries and two reports. I imagine that was daunting. Good on them for finding a way to make it manageable.

Bibliometrics, patents, and a survey

I wish more attention had been paid to some of the issues around open science, open access, and open data, which are changing how science is being conducted. (I have more about this from an April 5, 2018 article by James Somers for The Atlantic but more about that later.) If I understand rightly, they may not have been possible due to the nature of the questions posed by the government when requested the assessment.

As was done for the second assessment, there is an acknowledgement that the standard measures/metrics (bibliometrics [no. of papers published, which journals published them; number of times papers were cited] and technometrics [no. of patent applications, etc.] of scientific accomplishment and progress are not the best and new approaches need to be developed and adopted (from the report released April 10, 2018),

It is also worth noting that the Panel itself recognized the limits that come from using traditional historic metrics. Additional approaches will be needed the next time this assessment is done. [p. ix Print; p. 11 PDF]

For the second assessment and as a means of addressing some of the problems with metrics, the panel decided to take a survey which the panel for the third assessment has also done (from the report released April 10, 2018),

The Panel relied on evidence from multiple sources to address its charge, including a literature review and data extracted from statistical agencies and organizations such as Statistics Canada and the OECD. For international comparisons, the Panel focused on OECD countries along with developing countries that are among the top 20 producers of peer-reviewed research publications (e.g., China, India, Brazil, Iran, Turkey). In addition to the literature review, two primary research approaches informed the Panel’s assessment:
•a comprehensive bibliometric and technometric analysis of Canadian research publications and patents; and,
•a survey of top-cited researchers around the world.

Despite best efforts to collect and analyze up-to-date information, one of the Panel’s findings is that data limitations continue to constrain the assessment of R&D activity and excellence in Canada. This is particularly the case with industrial R&D and in the social sciences, arts, and humanities. Data on industrial R&D activity continue to suffer from time lags for some measures, such as internationally comparable data on R&D intensity by sector and industry. These data also rely on industrial categories (i.e., NAICS and ISIC codes) that can obscure important trends, particularly in the services sector, though Statistics Canada’s recent revisions to how this data is reported have improved this situation. There is also a lack of internationally comparable metrics relating to R&D outcomes and impacts, aside from those based on patents.

For the social sciences, arts, and humanities, metrics based on journal articles and other indexed publications provide an incomplete and uneven picture of research contributions. The expansion of bibliometric databases and methodological improvements such as greater use of web-based metrics, including paper views/downloads and social media references, will support ongoing, incremental improvements in the availability and accuracy of data. However, future assessments of R&D in Canada may benefit from more substantive integration of expert review, capable of factoring in different types of research outputs (e.g., non-indexed books) and impacts (e.g., contributions to communities or impacts on public policy). The Panel has no doubt that contributions from the humanities, arts, and social sciences are of equal importance to national prosperity. It is vital that such contributions are better measured and assessed. [p. xvii Print; p. 19 PDF]

My reading: there’s a problem and we’re not going to try and fix it this time. Good luck to those who come after us. As for this line: “The Panel has no doubt that contributions from the humanities, arts, and social sciences are of equal importance to national prosperity.” Did no one explain that when you use ‘no doubt’, you are introducing doubt? It’s a cousin to ‘don’t take this the wrong way’ and ‘I don’t mean to be rude but …’ .

Good news

This is somewhat encouraging (from the report released April 10, 2018),

Canada’s international reputation for its capacity to participate in cutting-edge R&D is strong, with 60% of top-cited researchers surveyed internationally indicating that Canada hosts world-leading infrastructure or programs in their fields. This share increased by four percentage points between 2012 and 2017. Canada continues to benefit from a highly educated population and deep pools of research skills and talent. Its population has the highest level of educational attainment in the OECD in the proportion of the population with
a post-secondary education. However, among younger cohorts (aged 25 to 34), Canada has fallen behind Japan and South Korea. The number of researchers per capita in Canada is on a par with that of other developed countries, andincreased modestly between 2004 and 2012. Canada’s output of PhD graduates has also grown in recent years, though it remains low in per capita terms relative to many OECD countries. [pp. xvii-xviii; pp. 19-20]

Don’t let your head get too big

Most of the report observes that our international standing is slipping in various ways such as this (from the report released April 10, 2018),

In contrast, the number of R&D personnel employed in Canadian businesses
dropped by 20% between 2008 and 2013. This is likely related to sustained and
ongoing decline in business R&D investment across the country. R&D as a share
of gross domestic product (GDP) has steadily declined in Canada since 2001,
and now stands well below the OECD average (Figure 1). As one of few OECD
countries with virtually no growth in total national R&D expenditures between
2006 and 2015, Canada would now need to more than double expenditures to
achieve an R&D intensity comparable to that of leading countries.

Low and declining business R&D expenditures are the dominant driver of this
trend; however, R&D spending in all sectors is implicated. Government R&D
expenditures declined, in real terms, over the same period. Expenditures in the
higher education sector (an indicator on which Canada has traditionally ranked
highly) are also increasing more slowly than the OECD average. Significant
erosion of Canada’s international competitiveness and capacity to participate
in R&D and innovation is likely to occur if this decline and underinvestment
continue.

Between 2009 and 2014, Canada produced 3.8% of the world’s research
publications, ranking ninth in the world. This is down from seventh place for
the 2003–2008 period. India and Italy have overtaken Canada although the
difference between Italy and Canada is small. Publication output in Canada grew
by 26% between 2003 and 2014, a growth rate greater than many developed
countries (including United States, France, Germany, United Kingdom, and
Japan), but below the world average, which reflects the rapid growth in China
and other emerging economies. Research output from the federal government,
particularly the National Research Council Canada, dropped significantly
between 2009 and 2014.(emphasis mine)  [p. xviii Print; p. 20 PDF]

For anyone unfamiliar with Canadian politics,  2009 – 2014 were years during which Stephen Harper’s Conservatives formed the government. Justin Trudeau’s Liberals were elected to form the government in late 2015.

During Harper’s years in government, the Conservatives were very interested in changing how the National Research Council of Canada operated and, if memory serves, the focus was on innovation over research. Consequently, the drop in their research output is predictable.

Given my interest in nanotechnology and other emerging technologies, this popped out (from the report released April 10, 2018),

When it comes to research on most enabling and strategic technologies, however, Canada lags other countries. Bibliometric evidence suggests that, with the exception of selected subfields in Information and Communication Technologies (ICT) such as Medical Informatics and Personalized Medicine, Canada accounts for a relatively small share of the world’s research output for promising areas of technology development. This is particularly true for Biotechnology, Nanotechnology, and Materials science [emphasis mine]. Canada’s research impact, as reflected by citations, is also modest in these areas. Aside from Biotechnology, none of the other subfields in Enabling and Strategic Technologies has an ARC rank among the top five countries. Optoelectronics and photonics is the next highest ranked at 7th place, followed by Materials, and Nanoscience and Nanotechnology, both of which have a rank of 9th. Even in areas where Canadian researchers and institutions played a seminal role in early research (and retain a substantial research capacity), such as Artificial Intelligence and Regenerative Medicine, Canada has lost ground to other countries.

Arguably, our early efforts in artificial intelligence wouldn’t have garnered us much in the way of ranking and yet we managed some cutting edge work such as machine learning. I’m not suggesting the expert panel should have or could have found some way to measure these kinds of efforts but I’m wondering if there could have been some acknowledgement in the text of the report. I’m thinking a couple of sentences in a paragraph about the confounding nature of scientific research where areas that are ignored for years and even decades then become important (e.g., machine learning) but are not measured as part of scientific progress until after they are universally recognized.

Still, point taken about our diminishing returns in ’emerging’ technologies and sciences (from the report released April 10, 2018),

The impression that emerges from these data is sobering. With the exception of selected ICT subfields, such as Medical Informatics, bibliometric evidence does not suggest that Canada excels internationally in most of these research areas. In areas such as Nanotechnology and Materials science, Canada lags behind other countries in levels of research output and impact, and other countries are outpacing Canada’s publication growth in these areas — leading to declining shares of world publications. Even in research areas such as AI, where Canadian researchers and institutions played a foundational role, Canadian R&D activity is not keeping pace with that of other countries and some researchers trained in Canada have relocated to other countries (Section 4.4.1). There are isolated exceptions to these trends, but the aggregate data reviewed by this Panel suggest that Canada is not currently a world leader in research on most emerging technologies.

The Hedy Lamarr treatment

We have ‘good looks’ (arts and humanities) but not the kind of brains (physical sciences and engineering) that people admire (from the report released April 10, 2018),

Canada, relative to the world, specializes in subjects generally referred to as the
humanities and social sciences (plus health and the environment), and does
not specialize as much as others in areas traditionally referred to as the physical
sciences and engineering. Specifically, Canada has comparatively high levels
of research output in Psychology and Cognitive Sciences, Public Health and
Health Services, Philosophy and Theology, Earth and Environmental Sciences,
and Visual and Performing Arts. [emphases mine] It accounts for more than 5% of world researchin these fields. Conversely, Canada has lower research output than expected
in Chemistry, Physics and Astronomy, Enabling and Strategic Technologies,
Engineering, and Mathematics and Statistics. The comparatively low research
output in core areas of the natural sciences and engineering is concerning,
and could impair the flexibility of Canada’s research base, preventing research
institutions and researchers from being able to pivot to tomorrow’s emerging
research areas. [p. xix Print; p. 21 PDF]

Couldn’t they have used a more buoyant tone? After all, science was known as ‘natural philosophy’ up until the 19th century. As for visual and performing arts, let’s include poetry as a performing and literary art (both have been the case historically and cross-culturally) and let’s also note that one of the great physics texts, (De rerum natura by Lucretius) was a multi-volume poem (from Lucretius’ Wikipedia entry; Note: Links have been removed).

His poem De rerum natura (usually translated as “On the Nature of Things” or “On the Nature of the Universe”) transmits the ideas of Epicureanism, which includes Atomism [the concept of atoms forming materials] and psychology. Lucretius was the first writer to introduce Roman readers to Epicurean philosophy.[15] The poem, written in some 7,400 dactylic hexameters, is divided into six untitled books, and explores Epicurean physics through richly poetic language and metaphors. Lucretius presents the principles of atomism; the nature of the mind and soul; explanations of sensation and thought; the development of the world and its phenomena; and explains a variety of celestial and terrestrial phenomena. The universe described in the poem operates according to these physical principles, guided by fortuna, “chance”, and not the divine intervention of the traditional Roman deities.[16]

Should you need more proof that the arts might have something to contribute to physical sciences, there’s this in my March 7, 2018 posting,

It’s not often you see research that combines biologically inspired engineering and a molecular biophysicist with a professional animator who worked at Peter Jackson’s (Lord of the Rings film trilogy, etc.) Park Road Post film studio. An Oct. 18, 2017 news item on ScienceDaily describes the project,

Like many other scientists, Don Ingber, M.D., Ph.D., the Founding Director of the Wyss Institute, [emphasis mine] is concerned that non-scientists have become skeptical and even fearful of his field at a time when technology can offer solutions to many of the world’s greatest problems. “I feel that there’s a huge disconnect between science and the public because it’s depicted as rote memorization in schools, when by definition, if you can memorize it, it’s not science,” says Ingber, who is also the Judah Folkman Professor of Vascular Biology at Harvard Medical School and the Vascular Biology Program at Boston Children’s Hospital, and Professor of Bioengineering at the Harvard Paulson School of Engineering and Applied Sciences (SEAS). [emphasis mine] “Science is the pursuit of the unknown. We have a responsibility to reach out to the public and convey that excitement of exploration and discovery, and fortunately, the film industry is already great at doing that.”

“Not only is our physics-based simulation and animation system as good as other data-based modeling systems, it led to the new scientific insight [emphasis mine] that the limited motion of the dynein hinge focuses the energy released by ATP hydrolysis, which causes dynein’s shape change and drives microtubule sliding and axoneme motion,” says Ingber. “Additionally, while previous studies of dynein have revealed the molecule’s two different static conformations, our animation visually depicts one plausible way that the protein can transition between those shapes at atomic resolution, which is something that other simulations can’t do. The animation approach also allows us to visualize how rows of dyneins work in unison, like rowers pulling together in a boat, which is difficult using conventional scientific simulation approaches.”

It comes down to how we look at things. Yes, physical sciences and engineering are very important. If the report is to be believed we have a very highly educated population and according to PISA scores our students rank highly in mathematics, science, and reading skills. (For more information on Canada’s latest PISA scores from 2015 see this OECD page. As for PISA itself, it’s an OECD [Organization for Economic Cooperation and Development] programme where 15-year-old students from around the world are tested on their reading, mathematics, and science skills, you can get some information from my Oct. 9, 2013 posting.)

Is it really so bad that we choose to apply those skills in fields other than the physical sciences and engineering? It’s a little bit like Hedy Lamarr’s problem except instead of being judged for our looks and having our inventions dismissed, we’re being judged for not applying ourselves to physical sciences and engineering and having our work in other closely aligned fields dismissed as less important.

Canada’s Industrial R&D: an oft-told, very sad story

Bemoaning the state of Canada’s industrial research and development efforts has been a national pastime as long as I can remember. Here’s this from the report released April 10, 2018,

There has been a sustained erosion in Canada’s industrial R&D capacity and competitiveness. Canada ranks 33rd among leading countries on an index assessing the magnitude, intensity, and growth of industrial R&D expenditures. Although Canada is the 11th largest spender, its industrial R&D intensity (0.9%) is only half the OECD average and total spending is declining (−0.7%). Compared with G7 countries, the Canadian portfolio of R&D investment is more concentrated in industries that are intrinsically not as R&D intensive. Canada invests more heavily than the G7 average in oil and gas, forestry, machinery and equipment, and finance where R&D has been less central to business strategy than in many other industries. …  About 50% of Canada’s industrial R&D spending is in high-tech sectors (including industries such as ICT, aerospace, pharmaceuticals, and automotive) compared with the G7 average of 80%. Canadian Business Enterprise Expenditures on R&D (BERD) intensity is also below the OECD average in these sectors. In contrast, Canadian investment in low and medium-low tech sectors is substantially higher than the G7 average. Canada’s spending reflects both its long-standing industrial structure and patterns of economic activity.

R&D investment patterns in Canada appear to be evolving in response to global and domestic shifts. While small and medium-sized enterprises continue to perform a greater share of industrial R&D in Canada than in the United States, between 2009 and 2013, there was a shift in R&D from smaller to larger firms. Canada is an increasingly attractive place to conduct R&D. Investment by foreign-controlled firms in Canada has increased to more than 35% of total R&D investment, with the United States accounting for more than half of that. [emphasis mine]  Multinational enterprises seem to be increasingly locating some of their R&D operations outside their country of ownership, possibly to gain proximity to superior talent. Increasing foreign-controlled R&D, however, also could signal a long-term strategic loss of control over intellectual property (IP) developed in this country, ultimately undermining the government’s efforts to support high-growth firms as they scale up. [pp. xxii-xxiii Print; pp. 24-25 PDF]

Canada has been known as a ‘branch plant’ economy for decades. For anyone unfamiliar with the term, it means that companies from other countries come here, open up a branch and that’s how we get our jobs as we don’t have all that many large companies here. Increasingly, multinationals are locating R&D shops here.

While our small to medium size companies fund industrial R&D, it’s large companies (multinationals) which can afford long-term and serious investment in R&D. Luckily for companies from other countries, we have a well-educated population of people looking for jobs.

In 2017, we opened the door more widely so we can scoop up talented researchers and scientists from other countries, from a June 14, 2017 article by Beckie Smith for The PIE News,

Universities have welcomed the inclusion of the work permit exemption for academic stays of up to 120 days in the strategy, which also introduces expedited visa processing for some highly skilled professions.

Foreign researchers working on projects at a publicly funded degree-granting institution or affiliated research institution will be eligible for one 120-day stay in Canada every 12 months.

And universities will also be able to access a dedicated service channel that will support employers and provide guidance on visa applications for foreign talent.

The Global Skills Strategy, which came into force on June 12 [2017], aims to boost the Canadian economy by filling skills gaps with international talent.

As well as the short term work permit exemption, the Global Skills Strategy aims to make it easier for employers to recruit highly skilled workers in certain fields such as computer engineering.

“Employers that are making plans for job-creating investments in Canada will often need an experienced leader, dynamic researcher or an innovator with unique skills not readily available in Canada to make that investment happen,” said Ahmed Hussen, Minister of Immigration, Refugees and Citizenship.

“The Global Skills Strategy aims to give those employers confidence that when they need to hire from abroad, they’ll have faster, more reliable access to top talent.”

Coincidentally, Microsoft, Facebook, Google, etc. have announced, in 2017, new jobs and new offices in Canadian cities. There’s a also Chinese multinational telecom company Huawei Canada which has enjoyed success in Canada and continues to invest here (from a Jan. 19, 2018 article about security concerns by Matthew Braga for the Canadian Broadcasting Corporation (CBC) online news,

For the past decade, Chinese tech company Huawei has found no shortage of success in Canada. Its equipment is used in telecommunications infrastructure run by the country’s major carriers, and some have sold Huawei’s phones.

The company has struck up partnerships with Canadian universities, and say it is investing more than half a billion dollars in researching next generation cellular networks here. [emphasis mine]

While I’m not thrilled about using patents as an indicator of progress, this is interesting to note (from the report released April 10, 2018),

Canada produces about 1% of global patents, ranking 18th in the world. It lags further behind in trademark (34th) and design applications (34th). Despite relatively weak performance overall in patents, Canada excels in some technical fields such as Civil Engineering, Digital Communication, Other Special Machines, Computer Technology, and Telecommunications. [emphases mine] Canada is a net exporter of patents, which signals the R&D strength of some technology industries. It may also reflect increasing R&D investment by foreign-controlled firms. [emphasis mine] [p. xxiii Print; p. 25 PDF]

Getting back to my point, we don’t have large companies here. In fact, the dream for most of our high tech startups is to build up the company so it’s attractive to buyers, sell, and retire (hopefully before the age of 40). Strangely, the expert panel doesn’t seem to share my insight into this matter,

Canada’s combination of high performance in measures of research output and impact, and low performance on measures of industrial R&D investment and innovation (e.g., subpar productivity growth), continue to be viewed as a paradox, leading to the hypothesis that barriers are impeding the flow of Canada’s research achievements into commercial applications. The Panel’s analysis suggests the need for a more nuanced view. The process of transforming research into innovation and wealth creation is a complex multifaceted process, making it difficult to point to any definitive cause of Canada’s deficit in R&D investment and productivity growth. Based on the Panel’s interpretation of the evidence, Canada is a highly innovative nation, but significant barriers prevent the translation of innovation into wealth creation. The available evidence does point to a number of important contributing factors that are analyzed in this report. Figure 5 represents the relationships between R&D, innovation, and wealth creation.

The Panel concluded that many factors commonly identified as points of concern do not adequately explain the overall weakness in Canada’s innovation performance compared with other countries. [emphasis mine] Academia-business linkages appear relatively robust in quantitative terms given the extent of cross-sectoral R&D funding and increasing academia-industry partnerships, though the volume of academia-industry interactions does not indicate the nature or the quality of that interaction, nor the extent to which firms are capitalizing on the research conducted and the resulting IP. The educational system is high performing by international standards and there does not appear to be a widespread lack of researchers or STEM (science, technology, engineering, and mathematics) skills. IP policies differ across universities and are unlikely to explain a divergence in research commercialization activity between Canadian and U.S. institutions, though Canadian universities and governments could do more to help Canadian firms access university IP and compete in IP management and strategy. Venture capital availability in Canada has improved dramatically in recent years and is now competitive internationally, though still overshadowed by Silicon Valley. Technology start-ups and start-up ecosystems are also flourishing in many sectors and regions, demonstrating their ability to build on research advances to develop and deliver innovative products and services.

You’ll note there’s no mention of a cultural issue where start-ups are designed for sale as soon as possible and this isn’t new. Years ago, there was an accounting firm that published a series of historical maps (the last one I saw was in 2005) of technology companies in the Vancouver region. Technology companies were being developed and sold to large foreign companies from the 19th century to present day.

Part 2

Canada’s ‘Smart Cities’ will need new technology (5G wireless) and, maybe, graphene

I recently published [March 20, 2018] a piece on ‘smart cities’ both an art/science event in Toronto and a Canadian government initiative without mentioning the necessity of new technology to support all of the grand plans. On that note, it seems the Canadian federal government and two provincial (Québec and Ontario) governments are prepared to invest in one of the necessary ‘new’ technologies, 5G wireless. The Canadian Broadcasting Corporation’s (CBC) Shawn Benjamin reports about Canada’s 5G plans in suitably breathless (even in text only) tones of excitement in a March 19, 2018 article,

The federal, Ontario and Quebec governments say they will spend $200 million to help fund research into 5G wireless technology, the next-generation networks with download speeds 100 times faster than current ones can handle.

The so-called “5G corridor,” known as ENCQOR, will see tech companies such as Ericsson, Ciena Canada, Thales Canada, IBM and CGI kick in another $200 million to develop facilities to get the project up and running.

The idea is to set up a network of linked research facilities and laboratories that these companies — and as many as 1,000 more across Canada — will be able to use to test products and services that run on 5G networks.

Benjamin’s description of 5G is focused on what it will make possible in the future,

If you think things are moving too fast, buckle up, because a new 5G cellular network is just around the corner and it promises to transform our lives by connecting nearly everything to a new, much faster, reliable wireless network.

The first networks won’t be operational for at least a few years, but technology and telecom companies around the world are already planning to spend billions to make sure they aren’t left behind, says Lawrence Surtees, a communications analyst with the research firm IDC.

The new 5G is no tentative baby step toward the future. Rather, as Surtees puts it, “the move from 4G to 5G is a quantum leap.”

In a downtown Toronto soundstage, Alan Smithson recently demonstrated a few virtual reality and augmented reality projects that his company MetaVRse is working on.

The potential for VR and AR technology is endless, he said, in large part for its potential to help hurdle some of the walls we are already seeing with current networks.

Virtual Reality technology on the market today is continually increasing things like frame rates and screen resolutions in a constant quest to make their devices even more lifelike.

… They [current 4G networks] can’t handle the load. But 5G can do so easily, Smithson said, so much so that the current era of bulky augmented reality headsets could be replaced buy a pair of normal looking glasses.

In a 5G world, those internet-connected glasses will automatically recognize everyone you meet, and possibly be able to overlay their name in your field of vision, along with a link to their online profile. …

Benjamin also mentions ‘smart cities’,

In a University of Toronto laboratory, Professor Alberto Leon-Garcia researches connected vehicles and smart power grids. “My passion right now is enabling smart cities — making smart cities a reality — and that means having much more immediate and detailed sense of the environment,” he said.

Faster 5G networks will assist his projects in many ways, by giving planners more, instant data on things like traffic patterns, energy consumption, variou carbon footprints and much more.

Leon-Garcia points to a brightly lit map of Toronto [image embedded in Benjamin’s article] in his office, and explains that every dot of light represents a sensor transmitting real time data.

Currently, the network is hooked up to things like city buses, traffic cameras and the city-owned fleet of shared bicycles. He currently has thousands of data points feeding him info on his map, but in a 5G world, the network will support about a million sensors per square kilometre.

Very exciting but where is all this data going? What computers will be processing the information? Where are these sensors located? Benjamin does not venture into those waters nor does The Economist in a February 13, 2018 article about 5G, the Olympic Games in Pyeonchang, South Korea, but the magazine does note another barrier to 5G implementation,

“FASTER, higher, stronger,” goes the Olympic motto. So it is only appropriate that the next generation of wireless technology, “5G” for short, should get its first showcase at the Winter Olympics  under way in Pyeongchang, South Korea. Once fully developed, it is supposed to offer download speeds of at least 20 gigabits per second (4G manages about half that at best) and response times (“latency”) of below 1 millisecond. So the new networks will be able to transfer a high-resolution movie in two seconds and respond to requests in less than a hundredth of the time it takes to blink an eye. But 5G is not just about faster and swifter wireless connections.

The technology is meant to enable all sorts of new services. One such would offer virtual- or augmented-reality experiences. At the Olympics, for example, many contestants are being followed by 360-degree video cameras. At special venues sports fans can don virtual-reality goggles to put themselves right into the action. But 5G is also supposed to become the connective tissue for the internet of things, to link anything from smartphones to wireless sensors and industrial robots to self-driving cars. This will be made possible by a technique called “network slicing”, which allows operators quickly to create bespoke networks that give each set of devices exactly the connectivity they need.

Despite its versatility, it is not clear how quickly 5G will take off. The biggest brake will be economic. [emphasis mine] When the GSMA, an industry group, last year asked 750 telecoms bosses about the most salient impediment to delivering 5G, more than half cited the lack of a clear business case. People may want more bandwidth, but they are not willing to pay for it—an attitude even the lure of the fanciest virtual-reality applications may not change. …

That may not be the only brake, Dexter Johnson in a March 19, 2018 posting on his Nanoclast blog (on the IEEE [Institute of Electrical and Electronics Engineers] website), covers some of the others (Note: Links have been removed),

Graphene has been heralded as a “wonder material” for well over a decade now, and 5G has been marketed as the next big thing for at least the past five years. Analysts have suggested that 5G could be the golden ticket to virtual reality and artificial intelligence, and promised that graphene could improve technologies within electronics and optoelectronics.

But proponents of both graphene and 5G have also been accused of stirring up hype. There now seems to be a rising sense within industry circles that these glowing technological prospects will not come anytime soon.

At Mobile World Congress (MWC) in Barcelona last month [February 2018], some misgivings for these long promised technologies may have been put to rest, though, thanks in large part to each other.

In a meeting at MWC with Jari Kinaret, a professor at Chalmers University in Sweden and director of the Graphene Flagship, I took a guided tour around the Pavilion to see some of the technologies poised to have an impact on the development of 5G.

Being invited back to the MWC for three years is a pretty clear indication of how important graphene is to those who are trying to raise the fortunes of 5G. But just how important became more obvious to me in an interview with Frank Koppens, the leader of the quantum nano-optoelectronic group at Institute of Photonic Sciences (ICFO) just outside of Barcelona, last year.

He said: “5G cannot just scale. Some new technology is needed. And that’s why we have several companies in the Graphene Flagship that are putting a lot of pressure on us to address this issue.”

In a collaboration led by CNIT—a consortium of Italian universities and national laboratories focused on communication technologies—researchers from AMO GmbH, Ericsson, Nokia Bell Labs, and Imec have developed graphene-based photodetectors and modulators capable of receiving and transmitting optical data faster than ever before.

The aim of all this speed for transmitting data is to support the ultrafast data streams with extreme bandwidth that will be part of 5G. In fact, at another section during MWC, Ericsson was presenting the switching of a 100 Gigabits per second (Gbps) channel based on the technology.

“The fact that Ericsson is demonstrating another version of this technology demonstrates that from Ericsson’s point of view, this is no longer just research” said Kinaret.

It’s no mystery why the big mobile companies are jumping on this technology. Not only does it provide high-speed data transmission, but it also does it 10 times more efficiently than silicon or doped silicon devices, and will eventually do it more cheaply than those devices, according to Vito Sorianello, senior researcher at CNIT.

Interestingly, Ericsson is one of the tech companies mentioned with regard to Canada’s 5G project, ENCQOR and Sweden’s Chalmers University, as Dexter Johnson notes, is the lead institution for the Graphene Flagship.. One other fact to note, Canada’s resources include graphite mines with ‘premium’ flakes for producing graphene. Canada’s graphite mines are located (as far as I know) in only two Canadian provinces, Ontario and Québec, which also happen to be pitching money into ENCQOR. My March 21, 2018 posting describes the latest entry into the Canadian graphite mining stakes.

As for the questions I posed about processing power, etc. It seems the South Koreans have found answers of some kind but it’s hard to evaluate as I haven’t found any additional information about 5G and its implementation in South Korea. If anyone has answers, please feel free to leave them in the ‘comments’. Thank you.

smARTcities SALON in Vaughan, Ontario, Canada on March 22, 2018

Thank goodness for the March 15, 2018 notice from the Art/Sci Salon in Toronto (received via email) announcing an event on smart cities being held in the nearby city of Vaughan (it borders Toronto to the north). It’s led me on quite the chase as I’ve delved into a reference to Smart City projects taking place across the country and the results follow after this bit about the event.

smARTcities SALON

From the announcement,

SMARTCITIES SALON

Smart City projects are currently underway across the country, including
Google SideWalk at Toronto Harbourfront. Canada’s first Smart Hospital
is currently under construction in the City of Vaughan. It’s an example
of the city working towards building a reputation as one of the world’s
leading Smart Cities, by adopting new technologies consistent with
priorities defined by citizen collaboration.

Hon. Maurizio Bevilacqua, P.C., Mayor chairs the Smart City Advisory
Task Force leading historic transformation in Vaughan. Working to become
a Smart City is a chance to encourage civic engagement, accelerate
economic growth, and generate efficiencies. His opening address will
outline some of the priorities and opportunities that our panel will
discuss.

PANELISTS

Lilian Radovac, PhD., Assistant Professor, Institute of Communication,
Culture, Information & Technology, University of Toronto. Lilian is a
historian of urban sounds and cultures and has a critical interest in
SmartCity initiatives in two of the cities she has called home: New York
City and Toronto..

Oren Berkovich is the CEO of Singularity University in Canada, an
educational institution and a global network of experts and
entrepreneurs that work together on solving the world’s biggest
challenges. As a catalyst for long-term growth Oren spends his time
connecting people with ideas to facilitate strategic conversations about
the future.

Frank Di Palma, the Chief Information Officer for the City of Vaughan,
is a graduate of York University with more than 20 years experience in
IT operations and services. Frank leads the many SmartCity initiatives
already underway at Vaughan City Hall.

Ron Wild, artist and Digital Art/Science Collaborator, will moderate the
discussion.

Audience Participation opportunities will enable attendees to forward
questions for consideration by the panel.

You can register for the smARTcities SALON here on Eventbrite,

Art Exhibition Reception

Following the panel discussion, the audience is invited to view the art exhibition ‘smARTcities; exploring the digital frontier.’ Works commissioned by Vaughan specifically for the exhibition, including the SmartCity Map and SmartHospital Map will be shown as well as other Art/Science-themed works. Many of these ‘maps’ were made by Ron in collaboration with mathematicians, scientists, and medical researchers, some of who will be in attendance. Further examples of Ron’s art can be found HERE

Please click through to buy a FREE ticket so we know how many guests to expect. Thank you.

This event can be reached by taking the subway up the #1 west line to the new Vaughan Metropolitan Centre terminal station. Take the #20 bus to the Vaughan Mills transfer loop; transfer there to the #4/A which will take you to the stop right at City Hall. Free parking is available for those coming by car. Car-pooling and ride-sharing is encouraged. The facility is fully accessible.

Here’s one of Wild’s pieces,

144×96″ triptych, Vaughan, 2018 Artist: mrowade (Ron Wild?)

I’m pretty sure that mrowade is Ron Wild.

Smart Cities, the rest of the country, and Vancouver

Much to my surprise, I covered the ‘Smart Cities’ story in its early (but not earliest) days (and before it was Smart Cities) in two posts: January 30, 2015 and January 27,2016 about the National Research Council of Canada (NRC) and its cities and technology public engagement exercises.

David Vogt in a July 12, 2016 posting on the Urban Opus website provides some catch up information,

Canada’s National Research Council (NRC) has identified Cities of the Future as a game-changing technology and economic opportunity.  Following a national dialogue, an Executive Summit was held in Toronto on March 31, 2016, resulting in an important summary report that will become the seed for Canadian R&D strategy in this sector.

The conclusion so far is that the opportunity for Canada is to muster leadership in the following three areas (in order):

  1. Better Infrastructure and Infrastructure Management
  2. Efficient Transportation; and
  3. Renewable Energy

The National Research Council (NRC) offers a more balanced view of the situation on its “NRC capabilities in smart infrastructure and cities of the future” webpage,

Key opportunities for Canada

North America is one of the most urbanised regions in the world (82 % living in urban areas in 2014).
With growing urbanisation, sustainable development challenges will be increasingly concentrated in cities, requiring technology solutions.
Smart cities are data-driven, relying on broadband and telecommunications, sensors, social media, data collection and integration, automation, analytics and visualization to provide real-time situational analysis.
Most infrastructure will be “smart” by 2030 and transportation systems will be intelligent, adaptive and connected.
Renewable energy, energy storage, power quality and load measurement will contribute to smart grid solutions that are integrated with transportation.
“Green”, sustainable and high-performing construction and infrastructure materials are in demand.

Canadian challenges

High energy use: Transportation accounts for roughly 23% of Canada’s total greenhouse gas emissions, followed closely by the energy consumption of buildings, which accounts for 12% of Canada’s greenhouse gas emissions (Canada’s United Nations Framework Convention on Climate Change report).
Traffic congestion in Canadian cities is increasing, contributing to loss of productivity, increased stress for citizens as well as air and noise pollution.
Canadian cities are susceptible to extreme weather and events related to climate change (e.g., floods, storms).
Changing demographics: aging population (need for accessible transportation options, housing, medical and recreational services) and diverse (immigrant) populations.
Financial and jurisdictional issues: the inability of municipalities (who have primary responsibility) to finance R&D or large-scale solutions without other government assistance.

Opportunities being examined
Living lab

Test bed for smart city technology in order to quantify and demonstrate the benefits of smart cities.
Multiple partnering opportunities (e.g. municipalities, other government organizations, industry associations, universities, social sciences, urban planning).

The integrated city

Efficient transportation: integration of personal mobility and freight movement as key city and inter-city infrastructure.
Efficient and integrated transportation systems linked to city infrastructure.
Planning urban environments for mobility while repurposing redundant infrastructures (converting parking to the food-water-energy nexus) as population shifts away from personal transportation.

FOOD-WATER-ENERGY NEXUS

Sustainable urban bio-cycling.
‎System approach to the development of the technology platforms required to address the nexus.

Key enabling platform technologies
Artificial intelligence

Computer vision and image understanding
Adaptive robots; future robotic platforms for part manufacturing
Understanding human emotions from language
Next generation information extraction using deep learning
Speech recognition
Artificial intelligence to optimize talent management for human resources

Nanomaterials

Nanoelectronics
Nanosensing
Smart materials
Nanocomposites
Self-assembled nanostructures
Nanoimprint
Nanoplasmonic
Nanoclay
Nanocoating

Big data analytics

Predictive equipment maintenance
Energy management
Artificial intelligence for optimizing energy storage and distribution
Understanding and tracking of hazardous chemical elements
Process and design optimization

Printed electronics for Internet of Things

Inks and materials
Printing technologies
Large area, flexible, stretchable, printed electronics components
Applications: sensors for Internet of Things, wearables, antenna, radio-frequency identification tags, smart surfaces, packaging, security, signage

If you’re curious about the government’s plan with regard to implementation, this NRC webpage provides some fascinating insight into their hopes if not the reality. (I have mentioned artificial intelligence and the federal government before in a March 16, 2018 posting about the federal budget and science; scroll down approximately 50% of the way to the subsection titled, Budget 2018: Who’s watching over us? and scan for Michael Karlin’s name.)

As for the current situation, there’s a Smart Cities Challenge taking place. Both Toronto and Vancouver have webpages dedicated to their response to the challenge. (You may want to check your own city’s website to find if it’s participating.)I have a preference for the Toronto page as they immediately state that they’re participating in this challenge and they provide an explanation for what they want from you. Vancouver’s page is by comparison a bit confusing with two videos being immediately presented to the reader and from there too many graphics competing for your attention. They do, however, offer something valuable, links to explanations for smart cities and for the challenge.

Here’s a description of the Smart Cities Challenge (from its webpage),

The Smart Cities Challenge

The Smart Cities Challenge is a pan-Canadian competition open to communities of all sizes, including municipalities, regional governments and Indigenous communities (First Nations, Métis and Inuit). The Challenge encourages communities to adopt a smart cities approach to improve the lives of their residents through innovation, data and connected technology.

  • One prize of up to $50 million open to all communities, regardless of population;
  • Two prizes of up to $10 million open to all communities with populations under 500,000 people; and
  • One prize of up to $5 million open to all communities with populations under 30,000 people.

Infrastructure Canada is engaging Indigenous leaders, communities and organizations to finalize the design of a competition specific to Indigenous communities that will reflect their unique realities and issues. Indigenous communities are also eligible to compete for all the prizes in the current competition.

The Challenge will be an open and transparent process. Communities that submit proposals will also post them online, so that residents and stakeholders can see them. An independent Jury will be appointed to select finalists and winners.

Applications are due by April 24, 2018. Communities interested in participating should visit the
Impact Canada Challenge Platform for the applicant guide and more information.

Finalists will be announced in the Summer of 2018 and winners in Spring 2019 according to the information on the Impact Canada Challenge Platform.

It’s not clear to me if she’s leading Vancouver’s effort to win the Smart Cities Challenge but Jessie Adcock’s (City of Vancouver Chief Digital Officer) Twitter feed certainly features information on the topic and, I suspect, if you’re looking for the most up-to-date information on Vancovuer’s participation, you’re more likely to find it on her feed than on the City of Vancouver’s Smart Cities Challenge webpage.

Tracking artificial intelligence

Researchers at Stanford University have developed an index for measuring (tracking) the progress made by artificial intelligence (AI) according to a January 9, 2018 news item on phys.org (Note: Links have been removed),

Since the term “artificial intelligence” (AI) was first used in print in 1956, the one-time science fiction fantasy has progressed to the very real prospect of driverless cars, smartphones that recognize complex spoken commands and computers that see.

In an effort to track the progress of this emerging field, a Stanford-led group of leading AI thinkers called the AI100 has launched an index that will provide a comprehensive baseline on the state of artificial intelligence and measure technological progress in the same way the gross domestic product and the S&P 500 index track the U.S. economy and the broader stock market.

For anyone curious about the AI100 initiative, I have a description of it in my Sept. 27, 2016 post highlighting the group’s first report or you can keep on reading.

Getting back to the matter at hand, a December 21, 2017 Stanford University press release by Andrew Myers, which originated the news item, provides more detail about the AI index,

“The AI100 effort realized that in order to supplement its regular review of AI, a more continuous set of collected metrics would be incredibly useful,” said Russ Altman, a professor of bioengineering and the faculty director of AI100. “We were very happy to seed the AI Index, which will inform the AI100 as we move forward.”

The AI100 was set in motion three years ago when Eric Horvitz, a Stanford alumnus and former president of the Association for the Advancement of Artificial Intelligence, worked with his wife, Mary Horvitz, to define and endow the long-term study. Its first report, released in the fall of 2016, sought to anticipate the likely effects of AI in an urban environment in the year 2030.

Among the key findings in the new index are a dramatic increase in AI startups and investment as well as significant improvements in the technology’s ability to mimic human performance.

Baseline metrics

The AI Index tracks and measures at least 18 independent vectors in academia, industry, open-source software and public interest, plus technical assessments of progress toward what the authors call “human-level performance” in areas such as speech recognition, question-answering and computer vision – algorithms that can identify objects and activities in 2D images. Specific metrics in the index include evaluations of academic papers published, course enrollment, AI-related startups, job openings, search-term frequency and media mentions, among others.

“In many ways, we are flying blind in our discussions about artificial intelligence and lack the data we need to credibly evaluate activity,” said Yoav Shoham, professor emeritus of computer science.

“The goal of the AI Index is to provide a fact-based measuring stick against which we can chart progress and fuel a deeper conversation about the future of the field,” Shoham said.

Shoham conceived of the index and assembled a steering committee including Ray Perrault from SRI International, Erik Brynjolfsson of the Massachusetts Institute of Technology and Jack Clark from OpenAI. The committee subsequently hired Calvin LeGassick as project manager.

“The AI Index will succeed only if it becomes a community effort,” Shoham said.

Although the authors say the AI Index is the first index to track either scientific or technological progress, there are many other non-financial indexes that provide valuable insight into equally hard-to-quantify fields. Examples include the Social Progress Index, the Middle East peace index and the Bangladesh empowerment index, which measure factors as wide-ranging as nutrition, sanitation, workload, leisure time, public sentiment and even public speaking opportunities.

Intriguing findings

Among the findings of this inaugural index is that the number of active AI startups has increased 14-fold since 2000. Venture capital investment has increased six times in the same period. In academia, publishing in AI has increased a similarly impressive nine times in the last 20 years while course enrollment has soared. Enrollment in the introductory AI-related machine learning course at Stanford, for instance, has grown 45-fold in the last 30 years.

In technical metrics, image and speech recognition are both approaching, if not surpassing, human-level performance. The authors noted that AI systems have excelled in such real-world applications as object detection, the ability to understand and answer questions and classification of photographic images of skin cancer cells

Shoham noted that the report is still very U.S.-centric and will need a greater international presence as well as a greater diversity of voices. He said he also sees opportunities to fold in government and corporate investment in addition to the venture capital funds that are currently included.

In terms of human-level performance, the AI Index suggests that in some ways AI has already arrived. This is true in game-playing applications including chess, the Jeopardy! game show and, most recently, the game of Go. Nonetheless, the authors note that computers continue to lag considerably in the ability to generalize specific information into deeper meaning.

“AI has made truly amazing strides in the past decade,” Shoham said, “but computers still can’t exhibit the common sense or the general intelligence of even a 5-year-old.”

The AI Index was made possible by funding from AI100, Google, Microsoft and Toutiao. Data supporting the various metrics were provided by Elsevier, TrendKite, Indeed.com, Monster.com, the Google Trends Team, the Google Brain Team, Sand Hill Econometrics, VentureSource, Crunchbase, Electronic Frontier Foundation, EuroMatrix, Geoff Sutcliffe, Kevin Leyton-Brown and Holger Hoose.

You can find the AI Index here. They’re featuring their 2017 report but you can also find data (on the menu bar on the upper right side of your screen), along with a few provisos. I was curious as to whether any AI had been used to analyze the data and/or write the report. A very cursory look at the 2017 report did not answer that question. I’m fascinated by the failure to address what I think is an obvious question. It suggests that even very, very bright people can become blind and I suspect that’s why the group seems quite eager to get others involved, from the 2017 AI Index Report,

As the report’s limitations illustrate, the AI Index will always paint a partial picture. For this reason, we include subjective commentary from a cross-section of AI experts. This Expert Forum helps animate the story behind the data in the report and adds interpretation the report lacks.

Finally, where the experts’ dialogue ends, your opportunity to Get Involved begins [emphasis mine]. We will need the feedback and participation of a larger community to address the issues identified in this report, uncover issues we have omitted, and build a productive process for tracking activity and progress in Artificial Intelligence. (p. 8)

Unfortunately, it’s not clear how one becomes involved. Is there a forum or do you get in touch with one of the team leaders?

I wish them good luck with their project and imagine that these minor hiccups will be dealt with in near term.

Science funding, 2018 Canadian federal budget, and a conversation between Prime Minister Justin Trudeau and US science popularizer, Bill Nye (the Science Guy)

It may be too soon to describe it as a fallback position but Canadian Prime Minister, Justin Trudeau, seems to return to science when he wants to generate or bask in positive news coverage.  Coming off a not entirely successful state visit to India (February 17 – 23, 2018), he received some of the worst notices of his international diplomatic efforts to date. (This February 23, 2018 article, ‘India to Justin Trudeau: Stop trying so hard‘, by Vidhi Doshi for The Washington Post was one of the kinder pieces while this February 25, 2018 article, ‘Why Justin Trudeau’s India tour turned out to be a diplomatic disaster‘, by Candice Malcolm and published on economictimes.indiatimes.com was one of the more scathing.

Budget 2018: We’re in the money

The announcement of the federal budget (February 27, 2018) might be viewed as offering welcome relief from torrents of criticism.  From a March 7, 2018 Canadian Science Policy Centre announcement (CSPC; received via email) about the publication of a series of opinion pieces (editorials) concerning the 2018 federal budget,

CSPC’s Official Statement on the Federal Budget 2018
Déclaration officielle du CPSC concernant le budget fédéral 2018

Canadian Science Policy Centre commends the Government of Canada for the strong investment in Science projected in the Budget 2018 for the next five years. The Centre congratulates all Canadians, in particular members of the Fundamental Science Review Panel and the entire community who strongly supported the panel recommendations and the investment in Science.

Le Centre sur les politiques scientifiques canadiennes félicite le Gouvernement du Canada pour son investissement substantiel en sciences prévu dans le budget 2018 pour les cinq prochaines années. Le Centre félicite tous les Canadiens, plus particulièrement les membres du Comité de l’examen du soutien aux sciences ainsi que la communauté dans son ensemble, qui a vivement appuyé les recommandations du Comité et l’investissement en sciences.

You can find the editorials here (17 in total including an interview with Science Minister Kirsty Duncan … surprisingly[!!!!], she’s very proud of the government’s budget for science) along with editorials on other issues. Russ Roberts’ piece (Federal Budget 2018 – Missed Another Opportunity to Maximize ROI on Canadians’ Investments in Innovation) stands out as it is rather ‘grumpy’ but only in comparison to pretty much everyone else who is pleased to one degree or another.

The editorials put me in mind of an old song celebrating money in a Busby Berkeley production. Prepare yourself, over the top was where he liked to live,

Budget 2018: a little more nuance

Brooke Struck over on sciencemetrics.org offers some incisive analysis in two separate blog postings. First, he tackles the money in a February 28, 2018 posting (Note: Links have been removed),

The Naylor report [links to my 3-part series on the report also known as, INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research {Review of fundamental research final report} follow at the end of this posting] contained many recommendations, but the one that got the most press—and surely is the focus of attention right now, given the release of the budget yesterday—is the recommendation that funding for the three granting councils be increased. The amounts were quite high, too, calling for an increase from $3.5 billion to $4.8 billion to remediate slides over the decade of the previous government’s term.

The timing of the report’s release was wise, as a release before that year’s budget might have created the expectation that the money would flow immediately, which simply doesn’t fit with the timelines of federal budget development processes. From April 2017 to now, the research community in Canada has rallied around the report and its recommendations, sustaining a campaign to keep research (and its funding) in the national discussion.

One note that the panel emphasized was that the Social Sciences and Humanities Research Council (SSHRC) had been hit particularly hard. The rule of thumb is apparently that SSHRC is supposed to get 20% of the total granting council budget, while 40% goes to the natural sciences & engineering [Natural Sciences and Engineering Council] (NSERC) and 40% goes to health research [Canadian Institutes of Health Research] (CIHR). SSHRC’s portion had consistently clocked in at around 15%.

Furthermore, the report emphasized that the underlying reasoning behind the 40-40-20 split might not hold water anymore, as the social sciences and humanities really don’t have any other major sources of funding beyond government support, whereas other types of research can draw on support from other players as well. The 40-40-20 split from government is not a 40-40-20 split in practice once additional sources are considered in the equation.

Delivery: as promised?

And that brings us to yesterday’s budget. While the report had called for an injection of $1.3 billion, the finance minister apparently couldn’t scrape together more than a measly $925 million—which, of course, is a huge amount of money. Some will lament the gap and rend their shirts in twain about promises broken, while others will cheer the victory of science retaking its rightful place through another #PromiseKept. That increase translated into a 25% bump in fundamental research spending, so I guess how you feel about it depends on your views about how much a 25% increase really means. For those keeping score at home, that apparently closes the gap to about 90% of real spending power levels before the slides under Harper.

But was it a 25% increase for everyone? No, the $925 million was not split evenly between the councils. Identical portions of $354.7 million will go to NSERC and CIHR (roughly 38% each from the new money) while $215.5 million will go to SSHRC (just over 23% of the new money). Comparing their funding levels this morning to those of yesterday morning, NSERC and CIHR saw increases of about 20%–25%, while SSHRC saw an increase of over 40%.

But did the government really heed the advice of their panel about getting back to the 40-40-20 allocation across the councils (while acknowledging that even that split is perhaps not sufficient anymore)? With its increase, SSHRC will be up from 15% of the tri-council total to about 16.5% of the total. That sounds like progress.

On the flip side, though, the government has just announced a massive injection to research spending, with an ongoing annual increase after that (following the same split as the one-time boost). No further increases are likely to happen again in the near future, and it would take three more increases just like this one for SSHRC to reach its 20%. The social sciences and humanities have made some headway, but they aren’t likely to get any closer than this to their 20%. The big investment has been made, and this will be the status quo for a while—consider that the Naylor panel was the first of its kind in 40 years.

I don’t think this excerpt does justice to Struck’s posting and recommend you read it in its entirety if you have the time and there’s this March 8, 2018 posting where he examines ‘evidence’ in relation to the budget (Note: Links have been removed),

The new budget provides a lot of money for science. It also emphasizes the importance of evidence-based decision-making to government, employing the term “evidence-based” about 20 times in the document. A lot of the new science money is earmarked to increase science for policy as well, separate from the fundamental science funding we discussed last week.

For example, Statistics Canada will get millions of extra dollars, in one-time injections as well as increases to ongoing, regular operating budgets. Why? “Better data will… support [the Government’s] commitment to evidence-based policy-making.” (p. 187). There are also hundreds of millions of dollars for science conducted within the federal government: labs and facilities (p.83) as well as highlighted projects (e.g., ocean and freshwater surveillance, p. 98). Again, all this is on top of the $925 million for fundamental research outside of government, administered by the funding councils. All told, that’s a big boost for research.

What about the uptake of that research in decision-making? There’s a whole section in Chapter 2 entitled “Placing Evidence at the Centre of Program Evaluation and Design.” The result? Statistics Canada gets $1 million annually to “improve performance evaluations for innovation-related programs,” and the Treasury Board gets $2 million annually to build an internal team for innovation performance evaluation, drawing on (among other things) the StatsCan innovation data.

Beyond that, the previous budget outlined $2 million annually for the federal Chief Science Advisor and her secretariat. That outlay doesn’t mention improving evidence-based decision-making, though it’s a key part of the CSA’s mandate. Together, what we see here is that there’s a huge disparity between the new money being spent on research and data, and the new money being spent to develop “a strong culture of evidence-based decision-making” (Budget 2018, p. 276).

Reading between the line items

The funding disparity suggests that the government feels that evidence-based policymaking is hampered primarily by supply-side problems. If we just pushed more science in the front end, we’d get a better flow of evidence through the policymaking pipeline. There’s almost no money to patch up whatever holes there may be in that pipeline between the research money inputs and the better policy outputs.

This quality of analysis is what one would hope for from the Canadian Science Policy Centre (CSPC). Perhaps once their initial euphoria and back-patting has passed, the CSPC commentators will offer more nuanced takes on the budget.

Budget 2018: The good includes a new intellectual property strategy

First, there’s a lot to like in the 2018 budget as the CSPC folks noticed. Advancing gender equality, supporting innovation and business, supporting fundamental research through the tri-council agencies, and more are all to the good.

Surprisingly, no one else seems to have mentioned a new (?) intellectual property strategy introduced in the document (from Chapter 2: Progress; scroll down about 80% of the way, Note: The formatting has been changed),

Budget 2018 proposes measures in support of a new Intellectual Property Strategy to help Canadian entrepreneurs better understand and protect intellectual property, and get better access to shared intellectual property.

What Is a Patent Collective?
A Patent Collective is a way for firms to share, generate, and license or purchase intellectual property. The collective approach is intended to help Canadian firms ensure a global “freedom to operate”, mitigate the risk of infringing a patent, and aid in the defence of a patent infringement suit.

Budget 2018 proposes to invest $85.3 million over five years, starting in 2018–19, with $10 million per year ongoing, in support of the strategy. The Minister of Innovation, Science and Economic Development will bring forward the full details of the strategy in the coming months, including the following initiatives to increase the intellectual property literacy of Canadian entrepreneurs, and to reduce costs and create incentives for Canadian businesses to leverage their intellectual property:

  • To better enable firms to access and share intellectual property, the Government proposes to provide $30 million in 2019–20 to pilot a Patent Collective. This collective will work with Canada’s entrepreneurs to pool patents, so that small and medium-sized firms have better access to the critical intellectual property they need to grow their businesses.
  • To support the development of intellectual property expertise and legal advice for Canada’s innovation community, the Government proposes to provide $21.5 million over five years, starting in 2018–19, to Innovation, Science and Economic Development Canada. This funding will improve access for Canadian entrepreneurs to intellectual property legal clinics at universities. It will also enable the creation of a team in the federal government to work with Canadian entrepreneurs to help them develop tailored strategies for using their intellectual property and expanding into international markets.
  • To support strategic intellectual property tools that enable economic growth, Budget 2018 also proposes to provide $33.8 million over five years, starting in 2018–19, to Innovation, Science and Economic Development Canada, including $4.5 million for the creation of an intellectual property marketplace. This marketplace will be a one-stop, online listing of public sector-owned intellectual property available for licensing or sale to reduce transaction costs for businesses and researchers, and to improve Canadian entrepreneurs’ access to public sector-owned intellectual property.

The Government will also consider further measures, including through legislation, in support of the new intellectual property strategy.

Helping All Canadians Harness Intellectual Property
Intellectual property is one of our most valuable resources, and every Canadian business owner should understand how to protect and use it.

To better understand what groups of Canadians are benefiting the most from intellectual property, Budget 2018 proposes to provide Statistics Canada with $2 million over three years to conduct an intellectual property awareness and use survey. This survey will help identify how Canadians understand and use intellectual property, including groups that have traditionally been less likely to use intellectual property, such as women and Indigenous entrepreneurs. The results of the survey should help the Government better meet the needs of these groups through education and awareness initiatives.

The Canadian Intellectual Property Office will also increase the number of education and awareness initiatives that are delivered in partnership with business, intermediaries and academia to ensure Canadians better understand, integrate and take advantage of intellectual property when building their business strategies. This will include targeted initiatives to support underrepresented groups.

Finally, Budget 2018 also proposes to invest $1 million over five years to enable representatives of Canada’s Indigenous Peoples to participate in discussions at the World Intellectual Property Organization related to traditional knowledge and traditional cultural expressions, an important form of intellectual property.

It’s not wholly clear what they mean by ‘intellectual property’. The focus seems to be on  patents as they are the only intellectual property (as opposed to copyright and trademarks) singled out in the budget. As for how the ‘patent collective’ is going to meet all its objectives, this budget supplies no clarity on the matter. On the plus side, I’m glad to see that indigenous peoples’ knowledge is being acknowledged as “an important form of intellectual property” and I hope the discussions at the World Intellectual Property Organization are fruitful.

That said, it’s good to see the government adopting a fresh approach to the matter.

Budget 2018: Who’s watching over us?

Russ Roberts (CSPC editorial) makes an excellent point in his piece about getting some sort of return on investment (ROI) made by the Canadian government on behalf of its taxpayers. One note, the issue is not new and unique to this Liberal government. As far as I’m aware, there never has been any mechanism for determining whether taxpayers’ money has been well spent and other than knowing that insulin was a huge boon to the world and could be described as a great ROI. So, I’m not suggesting that everything has to be measured in dollars and cents but just that we occasionally give it some thought.

Another aspect I’d like to see considered is oversight. In my March 5, 2018 posting I posed a question, What is happening with Alberta’s (Canada) Ingenuity Lab? In sum, Dr. Carlo Montemagno came to Alberta to head up the lab which is funded to the tune of $100M over 10 years. He was making over $500,000/year when he left some five years into the project to become Chancellor at Southern Illinois University (SIU). I had some questions about Montemagno’s tenure in Alberta. For example, was hiring his daughter and son-in-law (as he did again at SIU where he has received severe criticism) to work at the Ingenuity Lab a good idea? It may have been but it seems as if the question was never asked. Other questions also present themselves such as, what is happening to an industrial pilot project on carbon transformation that Montemagno touted?

Increasingly, I’m wondering what sort of oversight these heavily funded science projects are receiving, especially in light of the government’s massive foul up over the Phoenix pay system for federal government employees. (I’m aware that I’m conflating science and technology.) We’re entering the third year of a botched (a very polite term) and increasingly expensive payroll technology implementation. Take for example this recommendation from the Canada Treasury Board’s Lessons Learned from the Transformation of Pay Administration Initiative webpage which has me shaking my head,

Fully test the IT Solution before launch
Lesson 14: Launch any required new IT solution only after it has been fully tested with end-to-end real-life simulations using a broad spectrum of real users and when all doubts regarding success have been addressed and verified independently.

The federal government has over 300,000 employees whose payroll was migrated to this system and they didn’t test it (!) or so I infer from this recommendation. (According to a CBC [Canadian Broadcasting Corporation] news online August 24, 2017 news item, a little over 1/2 of Canada’s federal public servants have been affected,

Nearly one in every two federal public servants paid through the problem-plagued Phoenix system has opened a file seeking redress for a pay issue, CBC News has learned.

As of Aug. 8 [2017], there were 156,035 employees who had been waiting at least 30 days to have their pay complaint dealt with, according to data released to Radio-Canada by a government source.

That number represents nearly one-half of the 313,734 public servants paid through Phoenix. It’s also the first instance in which the scope of the Phoenix payroll issues has been laid clear in terms of people affected, rather than in terms of “transactions” or “cases.”

The documents show the government has been tracking the numbers of individuals affected by Phoenix since at least June 26 [2017].

“It’s shocking that we’ve just learned that they were hiding those numbers, because they didn’t want to show how big that catastrophe is for our public servants,” said Alexandre Boulerice, the NDP’s [New Democratic Party] finance critic.

Interestingly,  the government is hoping to introduce more technology into their governance. Michael Karlin’s (@supergovernance) Twitter feed and his latest essay provide some insight into the government’s preparations for the introduction of artificial intelligence (AI), Note: Links have been removed,

Towards Rules for Automation in Government

Caveat: This is a personal view of work underway that I’m leading. What I describe is subject to incredible change as this policy work winds its way through government and consultations. Our approach may change for reasons that I’m simply not privy to, and that’s fine. This is meant to solicit ideas, but also show the complexity about what it takes to make policy. I hope that people find it useful, particularly students of public admin. It also represents my view of the world only, and neither my organization’s or the Government of Canada writ large.

AI is a rapidly evolving space, and trying to create rules in a time of disruption is risky. Too severe and innovation can be hindered; this is unacceptable during a time when the Government of Canada is embracing digital culture. On the other hand, if the rules don’t have meaning and teeth, and Canadians will not be sufficiently protected from the negative outcomes of this technology, like this or this. Trying to strike the right balance between facilitating innovation while being protective of right is a challenge, and one that benefits from ongoing discussions with different sectors across the country. It also means that I might work hard to build a consensus around a set of rules that we try out and have to scrap and redesign after a year in deployment because they don’t work.

Let’s not forget the 2017 Canadian federal budget introduced funding ($125M) for a Pan-Canadian Artificial Intelligence Strategy to be administered by the Canadian Institute for Advanced Research (CIFAR). So, federal funding for science is often intimately linked to technology., hence the conflation.

Sunny ways: a discussion between Justin Trudeau and Bill Nye

Billed as a discussion about the Canadian federal 2018 budget and science, Justin Trudeau sat down with Bill Nye, a US science popularizer and television personality on March 6, 2018 for about an hour. Kate Young, parliamentary secretary to the minister of science (Kirsty Duncan) was moderator.

As to be expected Bill Nye did not know much about the budget and the funding it provided for science, technology, research, and innovation but he was favourably impressed overall. In short, if you were looking for an incisive policy discussion, this was not the venue for it.

The conversation was quite genial throughout. Paul Wells in his March 6, 2018 article for Maclean’s offers a good summary of the main points and answers a few questions I had (for example, why a US television science personality?),

News of this bit of show-business [televised discussion] drew a fair bit of advance comment, most of it on Twitter on Monday night, some of it critical or worried. Some who don’t like Nye’s climate-change activism said he’s not a scientist. This is, by many definitions, true: He’s a mechanical engineer. I’m here to tell you that it’s hard to get a degree in mechanical engineering without learning some science, but for those inclined to draw distinctions, fill your boots. Others wished a Canadian scientist had been Trudeau’s chosen interlocutor, instead of some TV Yankee.

Part of the answer to that came from the U of O students, who were pleased to see the Prime Minister but plainly way more pleased to see Bill Nye the Science Guy. There simply isn’t a Canadian scientist (or science-friendly mechanical engineer) who would have provoked as much excitement. [emphasis mine; sadly true]

My own concern was that Nye, who has been critical of the Trump administration, might attempt to draw distinctions between the blackened anti-science hell-pit of his own country and the bright shiny city on a hill called Canada. Such distinctions would have been misinformed, for reasons I’ll explain in a bit, but in fact Nye mostly managed to avoid making them.

Mostly he and Trudeau just shot the breeze, in ways that were low on detail but not unpleasant.

One comment that Trudeau made raised a lot of interest on Paul Wells’ fTwitfer feed (#inklessPW), ‘all babies are scientists’. Wells’ notes where this idea likely originated (Note: A link has been removed),

The babies-are-scientists bit, I heard from a former New Brunswick education minister named Kelly Lamrock, could come from a book that was in vogue at about the time Trudeau was working as a schoolteacher, The Scientist in the Crib. To anyone who’s watched a toddler who was fascinated about dinosaurs grow into a teenager who couldn’t care less, Trudeau’s reverie makes sense as folk wisdom if not as a precise description of the scientific method.

There are also people who claim all babies are artists or musicians or mathematicians or … . Take your pick.

Wells goes on to highlight two female researchers (Trudeau being famously feminist and whose government just presented a budget boosting women) invited onstage to participate in the conversation (Note: Links have been removed),

… two young women researchers were invited onstage. Plainly their role was to be admired as pathbreaking young women researchers, pulverizing glass ceilings, embodying budget initiatives. To my relief, neither seemed interested in acting the part, or at least not in behaving as if sent straight from Central Casting.

Caitlin Miron from Queen’s University has already received some coverage for discovering a… thing… that could “switch off” cancer cells. This is how Miron was introduced. She could switch off cancer cells. It’s how Nye addressed her. You could switch off cancer cells! Miron answered, reasonably enough, that that’s how it might turn out someday, but that on the other hand it might not, and in the meantime she’s learning interesting new things about cancer cells. She was plainly flattered by the attention, but not interested in boiling her work down to slogans just yet.

Then the PM and the science guy turned to Ayda Elhage, who’s a PhD student in Chemistry at the University of Ottawa. Elhage, who was born in Lebanon, launched into a description of her work, which concentrates on (among other things) the tunable photocatalytic activity of palladium-decorated titanium dioxide [likely titanium dioxide nanoparticles]. I’m sure I don’t have to tell you how important this work is! At least I hope I don’t, because I understood almost none of it! I think it’s about complex new materials whose properties can be triggered by light. Or not. Anyway, the way she resisted any attempt to reduce her work to a gimmick or gadget was heartening to hear.

Wells winds up with this,

…  the truth is that even now, today, in the second of the dark Trump years, the United States is far more of a performer in science research than Canada is. The U.S. National Institutes of Health have about 6 or 7 times the per-capita budget of the Canadian Institutes of Health Research; NASA and the National Science Foundation together spend about twice as much per capita as Canada’s Natural Science and Engineering Research Council.

The new investments in last week’s budget, while welcome, won’t change the orders of magnitude here. The U.S. commitment to science research is cultural and durable. The Trump White House’s call for cuts to granting agencies was met with budget increases to those agencies from Congress. Trudeau’s conversion to the cause comes after almost a year’s steady pressure from the Canadian research community. But I bet those researchers were heartened to hear Trudeau talking like one of them so soon after the budget came down.

Wells also covers their comments on support for fundamental research and a foray into the Kinder Morgan pipeline controversy.

From Wells’ Twitter feed (on the day of),

2 hours ago

Nye asks Trudeau about “this pipeline, Morgan Kinder.” Uh oh.

2 hours ago

Trudeau talks about “tremendous potential” for renewables. “However, we’re not going to get there tomorrow.” The has to be a “transition phase.”

2 hours ago

This answer is longer than the Oscars.

Nye did not correctly identify the pipeline but he did comment on his visit to Fort McMurray. In any event, the Kinder Morgan portion of the discussion seemed scripted (to me), i.e, Trudeau knew the question was coming and was prepared for it. I’m guessing he also knew Nye was going to give him and his government a pass after hearing the reasons for their decision.

One question that I found interesting but not mentioned in Wells’ article was about language and the arts. It was neither Trudeau’s not Nye’s finest moment. They were clearly unable to shift gears, part of their problem being that much of what they discussed in terms of ‘baby scientists’ could also be said about the arts. Yes, all babies make art!

Final thoughts

As noted earlier, here’s a lot to applaud in the new budget, more support for fundamental research, catch up funding for the Social Sciences and Humanities Research Council, and greater support for women in the sciences and technology.

At the same time, I wish this government put more thought into how it’s spending taxpayers’ money.

Extras

For anyone who’s curious, you can find the full 2018 federal budget here and you’ll find the science funding in Chapter 2: Progress.

For the curious, you can watch the entire (!) Trudeau/Nye conversation, 1 hour, 9 minutes and 30 seconds here.

For anyone interested in the Naylor report (or my comments on it), there’s this three-part series:

  • INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research (Review of fundamental research final report): 1 of 3
  • INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research (Review of fundamental research final report): 2 of 3
  • INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research (Review of fundamental research final report): 3 of 3

For anyone who hasn’t been following the Canadian political scene, “sunny ways” is a term that Justin Trudeau uses to describe, in part, his political philosophy. Here’s an explanation of the term from the Liberal Party of Canada’s website,

Canadians have often heard Prime Minister Justin Trudeau speak of Sir Wilfrid Laurier’s [Canadian Prime Minister from 1896-1911] sunny ways – a guiding philosophy that both men share. Like Laurier, the Prime Minister knows that politics can be a positive and powerful force for change. …

Wilfrid Laurier’s appeal for the “sunny way” in political discourse has its roots in the Manitoba Schools Question. When Manitoba became a province in 1870, a dual school system was established to reflect the province’s Protestant and largely English-speaking population, and its Catholic and predominantly French-speaking, residents.

“The sun’s warm rays prove more effective than the wind’s bluster.”

By 1890, the Anglophone population widely outnumbered the Francophones. Seeking to appeal to this growing population, the provincial government of Thomas Greenway attempted to abolish the dual school system. With the support of the federal Conservative government, Manitoba’s Catholic community launched a court challenge of the school law. The Judicial Committee of the Privy Council ruled that while the law was valid, the federal government could restore public funding to denominational schools. In 1895, despite it being deeply divisive, Prime Minister Mackenzie Bowell introduced legislation to force Manitoba to restore Catholic schools – a measure that was then postponed due to severe opposition within his own cabinet, ultimately leading to his resignation.

In contrast to Bowell’s heavy-handed approach, Liberal Leader Wilfrid Laurier proposed that a diplomatic “sunny way” would work better, using as an illustration Aesop’s fable in which the sun and the wind hold a contest to see who can remove a traveler’s coat. The sun’s warm rays prove more effective than the wind’s bluster.

While more than 120 years have passed, Prime Minister Trudeau shares Laurier’s belief that the “sunny way” remains essential to solving the complex problems facing our country.

Trudeau seems to have had remarkable luck with his ‘sunny ways’ which sometimes seem more like a form of teflon coating than an approach to diplomacy as per Sir Wilfred Laurier. At other times, Trudeau appears to have a magic touch where diplomacy is concerned. He is famously able to deal with the volatile US President, Donald Trump.