If you are intrigued* by the idea of sitting in on a UNESCO meeting, in this case, the Intergovernmental special committee meeting (Category II) related to the draft UNESCO Recommendation on Open Science, there is an opportunity.
Before getting to the opportunity, I want to comment on how smart the UNESCO communications/press office has been. Interest in relaxing COVID-19 vaccine patent rules is gaining momentum (May 6, 2021 Associated Press news item on Canadian Broadcasting Corporation [CBC]) and a decision was made in the press office (?) to capitalize on this momentum as a series of UNESCO meetings about open science are taking place. Well done!
Later in this post, I have a few comments about the intellectual property scene and open science in Canada.
UNESCO’s open meeting
According to the May 7, 2021 UNESCO press release no. 42 (received via email),
UNESCO welcomes move to lift the patent on the vaccines and pushes for Open Science
Paris, 7 May [2021] -“The decision of the United States and many other countries to call for the lifting of patent protection for coronavirus vaccines could save millions of lives and serve as a blueprint for the future of scientific cooperation. COVID-19 does not respect borders. No country will be safe until the people of every country have access to the vaccine,” said UNESCO Director-General Audrey Azoulay.
This growing momentum comes in response to the joint appeal made by UNESCO, the WHO [World Health Organization] and the UNHCR [United Nations Commission on Human Rights] to open up science and boost scientific cooperation in October 2020. Early in the pandemic last spring, UNESCO mobilized over 122 countries to promote Open Science and reinforced international cooperation.
The pandemic triggered strong support for Open Science among Member States for this agenda. Chinese scientists sequenced the genome of the new coronavirus on 11 January 2020 and posted it online, enabling German scientists to develop a screening test, which was then shared by the World Health Organization with governments everywhere.
Since the outbreak of COVID-19, the world has embarked on a new era of scientific research, forcing all countries to construct the shared rules and common norms we need to work more effectively in these changing times.
The recent announcements of countries in favor of lifting patents show the growing support for open scientific cooperation. They also coincide with the five-day meeting of UNESCO Member States to define a global standard-setting framework on Open Science, which aims to develop new models for the circulation of scientific knowledge and its benefits, including global commons.
The outcomes of the meeting will lead to a Global Recommendation on Open Science to be adopted by UNESCO’s 193 Member States at the Organization’s General Conference in November 2021. This Recommendation aims to be a driver for shared global access to data, publications, patents, software, educational resources and technological innovations and to reengage all of society in science.
After clicking on UNESCO’s events link (in the above), you’ll be sent to a page where you’ll be invited to link to a live webcast (it’s live if there’s a session taking place and there will be on May 10, May 11, and May 12, 2021). If you’re on the West Coast of Canada or the US, add nine hours since the meeting is likely taking place on Paris (France) time (so at 2 pm PT, you’re not likely to hear anything), where UNESCO is headquartered. When you get to the page hosting the live webcast, click on the tab listing the current day’s date.
I managed to listen to some of the meeting this morning (May 7, 2021) at about 8 am my time; for the participants, it was a meeting that ran late. The thrill is being able to attend or listen in. From a content perspective, you probably need to be serious about open science and the language used to define it and make recommendations about it.
Comments on open science and intellectual property in Canada
Mentioned earlier was the rising momentum for relaxing COVID-19 vaccine patent rules, I looked carefully at the May 6, 2021 Associated Press news item on CBC] and couldn’t find any evidence that Canada is actively supporting the idea. However, the Canadian government has indicated a willingness to discuss relaxing the rules,
France joined the United States on Thursday [May 6, 2021] in supporting an easing of patent protections on COVID-19 vaccines that could help poorer countries get more doses and speed the end of the pandemic. While the backing from two countries with major drugmakers is important, many obstacles remain.
The United States’ support for waiving the protections marked a dramatic shift in its position. Still, even just one country voting against such a waiver would be enough to block efforts at the World Trade Organization [WTO].
With the Biden administration’s announcement on Wednesday [May 5, 2021], the U.S. became the first country in the developed world with big vaccine manufacturing to publicly support the waiver idea floated by India and South Africa last October at the WTO.
“I completely favour this opening up of the intellectual property,” French President Emmanuel Macron said Thursday [May 6, 2021] on a visit to a vaccine centre.
…
Many other leaders chimed in — though few expressed direct support. Italian Foreign Minister Luigi Di Maio wrote on Facebook that the U.S. announcement was “a very important signal” and that the world needs “free access” to patents for the vaccines.
Australian Prime Minister Scott Morrison called the U.S. position “great news” but did not directly respond to a question about whether his country would support a waiver.
Canada’s International Trade Minister Mary Ng told the House of Commons on Thursday that the federal government will “actively participate” in talks to waive the global rules that protect vaccine trade secrets. [emphases mine]
[Canada’s] International Development Minister Karina Gould said the U.S. support for waiving patents is “a really important step in this conversation.” [emphases mine]
Big difference between supporting something and talking about it, eh?
Open science in Canada
Back in 2016, the Montreal Neurological Institute (MNI or Montreal Neuro) in Québec, Canada was the first academic institution in the world to embrace an open science policy. Here’s the relevant excerpt from my January 22, 2016 posting (the posting describes the place that Montreal Neuro occupies historically in Canada and on the global stage),
.. David Bruggeman tells the story in a Jan. 21, 2016 posting on his Pasco Phronesis blog (Note: Links have been removed),
The Montreal Neurological Institute (MNI) at McGill University announced that it will be the first academic research institute to become what it calls ‘Open Science.’ As Science is reporting, the MNI will make available all research results and research data at the time of publication. Additionally it will not seek patents on any of the discoveries made on research at the Institute. [emphasis mine]
…
Will this catch on? I have no idea if this particular combination of open access research data and results with no patents will spread to other university research institutes. But I do believe that those elements will continue to spread. More universities and federal agencies are pursuing open access options for research they support. Elon Musk has opted to not pursue patent litigation for any of Tesla Motors’ patents, and has not pursued patents for SpaceX technology (though it has pursued litigation over patents in rocket technology). …
What about intellectual property (IP) and the 2021 federal budget?
Interestingly, the 2021 Canadian federal budget, released April 19, 2021, (see my May 4, 2021 posting) has announced more investments in intellectual property initiatives,
“Promoting Canadian Intellectual Property
As the most highly educated country in the OECD [Organization for Economic Cooperation and Development], Canada is full of innovative and entrepreneurial people with great ideas. Those ideas are valuable intellectual property that are the seeds of huge growth opportunities. Building on the National Intellectual Property Strategy announced in Budget 2018, the government proposes to further support Canadian innovators, start-ups, and technology-intensive businesses. Budget 2021 proposes:
$90 million, over two years, starting in 2022-23, to create ElevateIP, a program to help accelerators and incubators provide start-ups with access to expert intellectual property services.
$75 million over three years, starting in 2021-22, for the National Research Council’s Industrial Research Assistance Program to provide high-growth client firms with access to expert intellectual property services.
These direct investments would be complemented by a Strategic Intellectual Property Program Review that will be launched. It is intended as a broad assessment of intellectual property provisions in Canada’s innovation and science programming, from basic research to near-commercial projects. This work will make sure Canada and Canadians fully benefit from innovations and intellectual property.”
Canada’s IP Strategy will help Canadian entrepreneurs better understand and protect intellectual property and also get better access to shared intellectual property. Canada is a leader in research, science, creation and invention, but it can do more when it comes to commercializing innovations.
The IP Strategy will help give businesses the information and confidence they need to grow their business and take risks.
The IP Strategy will make changes in three key areas:
LEGISLATION
The IP Strategy will amend key IP laws to ensure that we remove barriers to innovation, particularly any loopholes that allow those seeking to use IP in bad faith to stall innovation for their own gain.
The IP Strategy will create an independent body to oversee patent and trademark agents, which will ensure that professional and ethical standards are maintained, and will support the provision of quality advice from IP professionals.
LITERACY AND ADVICE
As part of the IP Strategy, the Canadian Intellectual Property Office will launch a suite of programs to help improve IP literacy among Canadians.
The IP Strategy includes support for domestic and international engagement between Indigenous people and decision makers as well as for research activities and capacity building.
The IP Strategy will also support training for federal employees who deal with IP governance.
TOOLS
The IP Strategy will provide tools to support Canadian businesses as they learn about IP and pursue their own IP strategies.
The government is creating a patent collective to bring together businesses to facilitate better IP outcomes for members. The patent collective is the coming together of firms to share in IP expertise and strategy, including gaining access to a larger collection of patents and IP.
I’m guessing what the government wants is more patents; at the same time, it does not want to get caught up in patent thickets and the patent troll wars often seen in the US. The desire for more patents isn’t simply ‘protection’ for Canadian businesses, it’s born also from a desire to brag (from “A few final comments subsection” in my May 4, 2021 posting on the Canadian federal budget),
…
The inclusion of a section on intellectual property in the budget could seem peculiar. I would have thought that years ago before I learned that governments measure and compare with other government the success of their science and technology efforts by the number of patents that have been filed. [new emphasis mine] There are other measures but intellectual property is very important, as far as governments are concerned. My “Billions lost to patent trolls; US White House asks for comments on intellectual property (IP) enforcement; and more on IP” June 28, 2012 posting points to some of the shortcomings, with which we still grapple.
…
Not just a Canadian conundrum
IP (patents, trademarks, and copyright) has a long history and my understanding of patents and copyright (not sure about trademarks) is that they were initially intended to guarantee inventors and creators a fixed period of time in which to make money from their inventions and/or creations. IP was intended to encourage competition not stifle it as happens so often these days. Here’s more about patents from the Origin of Patents: Everything You Need to Know webpage on the upcounsel.com website (Note: Links have been removed),
Origins of Patent Law and the Incentive Theory
It is possible to trace the idea of patent law as far back as the 9th century B.C. in ancient Greece. However, one of the most vital pieces of legislation in the history of patents is the English Statute of Monopolies. The Parliament passed the Statute of Monopolies to end monopolies, which stifled competition.
However, for about a decade, the Statute issued “letters patent” to allow for limited monopolies. This measure was seen as a way of balancing the importance of providing incentives for inventions with the distaste for monopolies. [emphasis mine] While monopolies usually don’t offer any innovative benefits, inventors need to have an incentive to create innovations that benefit society.
…
Changes?
As you can see in the ‘Origins of Patent Law’ excerpt , there’s a tension between ensuring profitability and spurring innovation. It certainly seems that our current approach to the problem is no longer successful.
There has been an appetite for change in how science is pursued, shared, and commercialized. Listening in on UNESCO’s Open Science meeting: https://events.unesco.org/event?id=1907937890&lang=1033 [1] (May 10 -12, 2021) is an opportunity to see how this movement could develop. Sadly, I don’t think the World Trade Organization is going to afford anyone the opportunity to tune in to discussions about relaxing COVDI-19 vaccine patent rules. (sigh)
As for the Canadian government’s ‘willingness to talk’ I expect the Canadian representative at the UNESCO will be very happy to adopt open science while the Canadian representative at the WTO will dance around without committing.
If you are inclined, please do share your thoughts on either of the meetings or on the move towards open science.
*’intrigues’ changed to ‘intrigued’ on May 13, 2021.
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.
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.
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.
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.
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.
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.
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.
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.