Tag Archives: Mark Twain

Canada’s Chief Science Advisor: the first annual report

Dr. Mona Nemer, Canada’s Chief Science Advisor, and her office have issued their 2018 annual report. It is also the office’s first annual report. (Brief bit of history: There was a similar position, National Science Advisor (Canada) from 2004-2008. Dr. Arthur Carty, the advisor, was dumped and the position eliminated when a new government by what was previously the opposition party won the federal election.)

The report can be found in html format here which is where you’ll also find a link to download the full 40 pp. report as a PDF.

Being an inveterate ‘skip to the end’ kind of a reader, I took a boo at the Conclusion,

A chief science advisor plays an important role in building consensus and supporting positive change to our national institutions. Having laid the foundation for the function of the Chief Science Advisor in year one, I look forward to furthering the work that has been started and responding to new requests from the Prime Minister, the Minister of Science and members of Cabinet in my second year. I intend to continue working closely with agency heads, deputy ministers and the science community to better position Canada for global leadership in science and innovation.

I think the conclusion could have done with a little more imagination and/or personality, even by government report standards. While there is some interesting material in other parts of the report, on the whole, it is written in a pleasant, accessible style that raises questions.

Let’s start here with one of the sections that raises questions,

The Budget 2018 commitment of $2.8 billion to build multi-purpose, collaborative federal science and technology facilities presents a once-in-a-generation opportunity to establish a strong foundation for Canada’s future federal science enterprise. Similarly momentous opportunities exist to create a Digital Research Infrastructure Strategy [emphasis mine] for extramural science and a strategic national approach to Major Research Facilities. This is an important step forward for the Government of Canada in bringing principles and standards for federal science in line with practices in the broader scientific community; as such, the Model Policy will not only serve for the benefit of federal science, but will also help facilitate collaboration with the broader scientific community.

Over the past year, my office has participated in the discussion around these potentially transformative initiatives. We offered perspectives on the evidence needed to guide decisions regarding the kind of science infrastructure that can support the increasingly collaborative and multidisciplinary nature of science.

Among other things, I took an active part in the deliberations of the Deputy Ministers Science Committee (DMSC) and in the production of recommendations to Cabinet with respect to federal science infrastructure renewal. I have also analyzed the evolving nature and needs for national science facilities that support the Canadian science community.

Success in building the science infrastructure of the next 50 years and propelling Canadian science and research to new heights will require that the multiple decisions around these foundational initiatives dovetail based on a deep and integrated understanding of Canada’s science system and commitment to maintaining a long-term vision.

Ultimately, these infrastructure investments will need to support a collective vision and strategy for science in Canada, including which functions federal science should perform, and which should be shared with or carried out separately by academic and private sector researchers, in Canada and abroad. These are some of the essential considerations that must guide questions of infrastructure and resource allocation.

Canadian government digital infrastructure is a pretty thorny issue and while the article I’m referencing is old, I strongly suspect they still have many of the same problems. I’m going to excerpt sections that are focused on IT, specifically, the data centres and data storage. Prepare yourself for a bit of a shock as you discover the government did not know how many data centres it had. From a December 28, 2016 article by James Bagnall for the Ottawa Citizen,

Information technology [IT} offered an even richer vein of potential savings. For half a century, computer networks and software applications had multiplied willy-nilly as individual departments and agencies looked after their own needs. [emphases mine] The result was a patchwork of incompatible, higher-cost systems. Standardizing common, basic technologies such as email, data storage and telecommunications seemed logical. [emphasis mine]

It had been tried before. But attempts to centralize the buying of high-tech gear and services had failed, largely because federal departments were allowed to opt out. Most did so. They did want to give up control of their IT networks to a central agency.

The PCO determined this time would be different. The prime minister had the authority to create a new federal department through a simple cabinet approval known as an order-in-council. Most departments, including a reluctant Canada Revenue Agency and Department of National Defence, would be forced to carve out a significant portion of their IT groups and budgets — about 40 per cent on average — and hand them over to Shared Services.

Crucially, the move would not be subject to scrutiny by Parliament. And so Shared Services [Shared Services Canada] was born on Aug. 3, 2011.

Speed was demanded of the agency from the start. Minutes of meetings involving senior Shared Services staff are studded with references to “tight schedules” and the “urgency” of getting projects done.

Part of that had to do with the sheer age of the government’s infrastructure. The hardware was in danger of breaking down and the underlying software for many applications was so old that suppliers such as Microsoft, PeopleSoft and Adobe had stopped supporting it. [emphases mine]

The faster Shared Services could install new networks, the less money it would be forced to throw at solving the problems caused by older technology.

… Because the formation of Shared Services had been shrouded in such secrecy, the hiring of experienced outsiders happened last minute. Grant Westcott would join Shared Services as COO in mid-September.

Sixty-three years old at the time, Wescott had served as assistant deputy minister of Public Services in the late 1990s, when he managed the federal government’s telecommunications networks. In that role, he oversaw the successful effort to prepare systems for the year 2000.

More relevant to his new position at Shared Services, Westcott had also worked for nearly a decade at CIBC. As executive vice-president, he had been instrumental in overhauling the bank’s IT infrastructure. Twenty-two of the Canadian Imperial Bank of Commerce’s [CIBC] data centres were shrunk into just two, saving the bank more than $40 million annually in operating costs. Among other things, Westcott and his team consolidated 15 global communications networks into a single voice and data system. More savings resulted.

It wasn’t without glitches. CIBC was forced on several occasions to apologize to customers for a breakdown in certain banking services.

Nevertheless, Westcott’s experience suggested this was not rocket science, at least not in the private sector. [emphasis mine] Streamlining and modernizing IT networks could be done under the right conditions. …


While Shared Services is paying Bell only for the mailboxes it has already moved [there was an email project, which has since been resolved], the agency is still responsible for keeping the lights on at the government’s legacy data centres [emphasis mine]— where most of the electronic mailboxes, and much of the government’s software applications, for that matter, are currently stored.

These jumbles of computers, servers, wires and cooling systems are weighed down by far too much history — and it took Shared Services a long time to get its arms around it.

“We were not created with a transformation plan already in place because to do that, we needed to know what we had,” Forand [Liseanne Forand, then president of Shared Services Canada] explained to members of Parliament. “So we spent a year counting things.” [emphasis mine]

Shared Services didn’t have to start from scratch. Prior to the agency’s 2011 launch, the PCO’s administrative review tried to estimate the number of data centres in government by interviewing the IT czars for each of the departments. Symptomatic of the far-flung nature of the government’s IT networks — and how loosely these were managed — the PCO [Privy Council Office] didn’t even come close.

“When I was at Privy Council, we thought there might be about 200 data centres,” Benoit Long, senior assistant deputy minister of Shared Services told the House of Commons committee last May [2016], “After a year, we had counted 495 and I am still discovering others today.” [emphasis mine]

Most of these data centres were small — less than 1,000 square feet — often set up by government scientists who didn’t bother telling their superiors. Just 22 were larger than 5,000 square feet — and most of these were in the National Capital Region. These were where the bulk of the government’s data and software applications were stored.

In 2012, Grant Westcott organized a six-week tour of these data centres to see for himself what Shared Services was dealing with. According to an agency employee familiar with the tour’s findings, Westcott came away profoundly shocked.

Nearly all the large data centres were decrepit [emphasis mine], undercapitalized and inefficient users of energy. Yet just one was in the process of being replaced. This was a Heron Road facility with a leaking roof, considered key because it housed Canada Revenue Agency [CRA] data.

Bell Canada had been awarded a contract to build and operate a new data centre in Buckingham. The CRA data would be transferred there in the fall of 2013. A separate part of that facility is also meant to host the government’s email system.

The remaining data centres offered Westcott a depressing snapshot. [emphasis mine]

Most of the gear was housed in office towers, rather than facilities tailormade for heavy-duty electronics. With each new generation of computer or servers came requirements for more power and more robust cooling systems. The entire system was approaching a nervous breakdown.[emphasis mine]

Not only were the data centres inherited by Shared Services running out of space, the arrangements for emergency power bordered on makeshift. One Defence Department data centre, for instance, relied [on] a backup generator powered by a relatively ancient jet engine. [emphases mine] While unconventional, there was nothing unique about pressing military hardware into this type of service. The risk had to do with with training — the older the jet engine, the fewer employees there were who knew how to fix it. [emphasis mine]

The system for backing up data wasn’t much better. At Statistics Canada — where Westcott’s group was actually required to swear an oath to keep the data confidential before entering the storage rooms — the backup procedure called for storing copies of the data in a separate but nearby facility.While that’s OK for most disasters, the relative proximity still meant Statcan’s repository of historical data was vulnerable to a bombing or major earthquake.

Two and a quarter years later, I imagine they’ve finished counting their data centres but how much progress they might have made on replacing and upgrading the hardware and the facilities is not known to me but it’s hard to believe that all of the fixes have been made, especially after reading the Chief Science Advisor’s 2018 annual report (the relevant bits are coming up shortly.

If a more comprehensive view of the current government digital infrastructure interests you, I highly recommend Bagnall’s article. It’s heavy going for someone who’s not part of the Ottawa scene but it’s worth the effort as it gives you some insight into the federal government’s workings, which seem remarkably similar regardless as to which party is in power. Plus, it’s really well written.

Getting back to the report, I realize it’s not within the Chief Science Advisor’s scope to discuss the entirety of the government’s digital infrastructure but ***Corrected March 22, 2019 : Ooops! As originally written this section was incorrect. Here’s the corrected version; you can find the original version at the end of this post: “… 40 percent of facilities are more than 50 years old …” doesn’t really convey the depth and breadth of the problem. Presumably, these facilities also include digital infrastructure. At any rate, 40 percent of what? Just how many of these facilities are over 50 year old?*** By the way, the situation as the Chief Science Advisor’s Office describes it, gets a little worse, keep reading,

Over the past two years, the Treasury Board Secretariat has worked with the federal science community to develop an inventory of federal science infrastructure.

The project was successful in creating a comprehensive list of federal science facilities and documenting their state of repair. It reveals that some 40 percent of facilities are more than 50 years old and another 40 percent are more than 25 years old. The problem is most acute in the National Capital Region.

A similar inventory of research equipment is now underway. This will allow for effective coordination of research activities across organizations and with external collaborators. The Canada Foundation for Innovation, which provides federal funding toward the costs of academic research infrastructure, has created a platform upon which this work will build.

***Also corrected on March 20, 2019: Bravo to the Treasury Board for creating an inventory of the aging federal science infrastructure, which hopefully includes the digital.*** Following on Bagnall’s outline of the problems, it had to be discouraging work, necessary but discouraging. ***Also corrected on March 20, 2019: Did they take advantage of the Shared Services Canada data centrre counting exercise? Or did they redo the work?*** In any event, both the Treasury Board and the Chief Science Advisor have even more ahead of them.

Couldn’t there have been a link to the inventory? Is it secret information? It would have been nice if Canada’s Chief Science Advisor’s website had offered additional information or a link to supplement the 2018 annual report.

Admittedly there probably aren’t that many people who’d like more information about infrastructure and federal science offices but surely they could somehow give us a little more detail. For example, I understand there’s an AI (artificial intelligence) initiative within the government and given some of the issues, such as the Phoenix payroll system debacle and the digital infrastructure consisting of ‘chewing gum and baling wire’, my confidence is shaken. Have they learned any lessons? The report doesn’t offer any assurance they are taking these ‘lessons’ into account as they forge onwards.

Lies, damned lies, and statistics

I’ve always liked that line about lies and I’ll get to its applicability with regard to the Chief Science Advisor’s 2018 report but first, from the Lies, Damned Lies, and Statistics Wikipedia entry (Note: Links have been removed),


Lies, damned lies, and statistics” is a phrase describing the persuasive power of numbers, particularly the use of statistics to bolster weak arguments. It is also sometimes colloquially used to doubt statistics used to prove an opponent’s point.

The phrase was popularized in the United States by Mark Twain (among others), who attributed it to the British prime minister Benjamin Disraeli: “There are three kinds of lies: lies, damned lies, and statistics.” However, the phrase is not found in any of Disraeli’s works and the earliest known appearances were years after his death. Several other people have been listed as originators of the quote, and it is often erroneously attributed to Twain himself.[1]

Here’s a portion of the 2018 report, which is “using the persuasive power of numbers”, in this case, to offer a suggestion about why people mistrust science,

A recent national public survey found that eight in ten respondents wanted to know more about science and how it affects our world, and roughly the same percentage of people are comfortable knowing that scientific answers may not be definitive. 1 [emphases mine] While this would seem to be a positive result, it may also suggest why some people mistrust science, [emphasis mine] believing that results are fluid and can support several different positions. Again, this reveals the importance of effectively communicating science, not only to counter misinformation, but to inspire critical thinking and an appreciation for curiosity and discovery.

I was happy to see the footnote but surprised that the writer(s) simply trotted out a statistic without any hedging about the reliability of the data. Just because someone says that eight out of ten respondents feel a certain way doesn’t give me confidence in the statistic and I explain why in the next section.

They even added that ‘people are aware that scientific answers are not necessarily definitive’. So why not be transparent about the fallibility of statistics in your own report? If that’s not possible in the body of the report, then maybe put the more detailed, nuanced analysis in an appendix.Finally, how did they derive the notion from the data suggesting that people are aware that science is a process of refining knowledge and adjusting it as needed might lead to distrust of science? It’s possible of course but how do you make that leap based on the data you’re referencing? As for that footnote, where was the link to the report? Curious, I took a look at the report.

Ontario Science Centre and its statistics

For the curious, you can find the Ontario Science Centre. Canadian Science Attitudes Research (July 6, 2018) here where you’ll see the methodology is a little light on detail. (The company doing this work, Leger, is a marketing research and analysitcs company.) Here’s the methodology, such as it is,


QUANTITATIVE RESEARCH INSTRUMENT

An online survey of 1501 Canadians was completed between June 18 and 26, 2018, using Leger’s online panel.The margin of error for this study was +/-2.5%, 19 times out of 20.

COMPARISON DATA

Where applicable, this year’s results have been compared back to a similar study done in 2017 (OSC Canadian Science Attitudes Research, August 2017). The use of arrows ( ) indicate significant changes between the two datasets.

ABOUT LEGER’S ONLINE PANEL

Leger’s online panel has approximately 450,000 members nationally and has a retention rate of 90%.

QUALITY CONTROL

Stringent quality assurance measures allow Leger to achieve the high-quality standards set by the company. As a result, its methods of data collection and storage outperform the norms set by WAPOR (The World Association for Public Opinion Research). These measures are applied at every stage of the project: from data collection to processing, through to analysis.We aim to answer our clients’ needs with honesty, total confidentiality, and integrity.

I didn’t find any more substantive description of the research methodology but there is a demographic breakdown at the end of the report and because they’ve given you the number of the number of people paneled (1501) at the beginning of the report, you can figure out just how many people fit into the various categories.

Now, the questions: What is a Leger online panel? How can they confirm that the people who took the survey are Canadian? How did they put together this Leger panel, e.g., do people self-seletct? Why did they establish a category for people aged 65+? (Actually, in one section of the report, they make reference to 55+.) Read on for why that last one might be a good question.

I haven’t seen any surveys or polls originating in Canada that seem to recognize that a 65 year old is not an 80 year old. After all, they don’t lump in 20 year olds with 40 year olds because these people are at different stages in their lifespans, often with substantive differences in their outlook.. Maybe there are no differences between 65 year olds and 80 year olds but we’ll never know because no one ever asks. When you add in Canada’s aging population, the tendency to lump all ‘old’ people together seems even more thoughtless.

These are just a few questions that spring to mind and most likely, the pollsters have a more substantive methodology. There may have been a perfectly good reason for not including more detail in the version of the report I’ve linked to. For example, a lot of people will stop reading a report that’s ‘bogged down’ in too much detail. Fair enough but why not give a link to a more substantive methodology or put it in an appendix?

One more thing, I couldn’t find any data in the Ontario Science Centre report that would support the Chief Science Advisor Office’s speculation about why people might not trust science. They did hedge, as they should, “… seem to be a positive result, it may also suggest why some people mistrust science …” but the hedging follows directly after the ” … eight in ten respondents …”. which structurally suggests that there is data supporting the speculation. If there is, it’s not in the pollster’s report.

Empire building?

I just wish the office of the Chief Science Advisor had created the foundation to support this,

Establishing a National Science Advisory System

Science and scientific information permeate the work of the federal government, creating a continuous need for decision-makers to negotiate uncertainty in interpreting often variable and generally incomplete scientific evidence for policy making. With science and technology increasingly a part of daily life, the need for science advice will only intensify.

As such, my office has been asked to assess and recommend ways to improve the existing science advisory function [emphasis mine] within the federal government. To that end, we examined the science advisory systems in other countries, such as Australia, New Zealand, the United Kingdom, and the United States, as well as the European Union. [emphasis mine]

A key feature of all the systems was a network of department-level science advisors. These are subject matter experts who work closely with senior departmental officials and support the mandate of the chief science advisor. They stand apart from day-to-day operations and provide a neutral sounding board for senior officials and decision-makers evaluating various streams of information. They also facilitate the incorporation of evidence in decision-making processes and act as a link between the department and external stakeholders.

I am pleased to report that our efforts to foster a Canadian science advisory network are already bearing fruit. Four organizations [emphasis mine] have so far moved to create a departmental science advisor position, and the first incumbents at the Canadian Space Agency and the National Research Council [emphasis mine] are now in place. I have every confidence that the network of departmental science advisors will play an important role in enhancing science advice and science activities planning, especially on cross-cutting issues.

Who asked the office to assess and recommend ways to improve the existing science advisory function? By the way, the European Union axed the position of Chief Science Adviser, after Anne Glover, the first such adviser in their history, completed the term of her appointment in 2014 (see James Wilsdon’s November 13, 2014 article for the Guardian). Perhaps they meant countries in the European Union?

Which four organizations have created departmental science advisor positions? Presumably the Canadian Space Agency and the National Research Council were two of the organizations?

If you’re looking at another country’s science advisory systems do you have some publicly available information, perhaps a report and analysis? Is there a set of best practices? And, how do these practices fit into the Canadian context?

More generally, how much is this going to cost? Are these departmental advisors expected to report to the Canadian federal government’s Chief Science Advisor, as well as, their own ministry deputy minister or higher? Will the Office of the Chief Science Advisor need more staff?

I could be persuaded that increasing the number of advisors and increasing costs to support these efforts are good ideas but it would be nice to see the Office of Chief Science Advisor put some effort into persuasion rather than assuming that someone outside the tight nexus of federal government institutions based in Ottawa is willing to accept statements. that aren’t detailed and/or supported by data.

Final thoughts

I’m torn. I’m supportive of the position of the Chief Science Advisor of Canada and happy to see a report. It looks like there’s some exciting work being done.

I also hold the Chief Advisor and the Office to a high standard. It’s understandable that they may have decided to jettison detail in favour of making the 2018 annual report more readable but what I don’t understand is the failure to provide a more substantive report or information that supports and details the work. There’s a lack of transparency and, also, clarity. What do they mean by the word ‘science’. At a guess, they’re not including the social sciences.

On the whole, the report looks a little sloppy and that’s the last thing I expect from the Chief Science Advisor.

*** This is the original and not accurate version: “… 40 percent of facilities are more than 50 years old …” doesn’t really convey the depth and breadth of the problem. Let’s start with any easy question: 40 percent of what? Just how many of these computers are over 50 year old? By the way, the situation as the Chief Science Advisor’s Office describes it, gets a little worse, keep reading, AND THIS: Bravo to the Treasury Board for tracking down those data centres and more. AND THIS: Also, was this part of the Shared Services Canada counting exercise?

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

500-year history of robots exhibition at London’s (UK) Science Museum

Thanks to a Feb.7, 2017 article by Benjamin Wheelock for Salon.com for the heads up regarding the ‘Robots’ exhibit at the UK’s Science Museum in London.

Prior to the exhibition’s opening on Feb. 8, 2017, The Guardian has published a preview (more about that in a minute), a photo essay, and this video about the show,

I find the robot baby to be endlessly fascinating.

The Science Museum announced its then upcoming Feb. 8  – Sept. 3, 2017 exhibition on robots in a May ?, 2016 press release,

8 February – 3 September 2017, Science Museum, London
Admission: £15 adults, £13 concessions (Free entry for under 7s; family tickets available)
Tickets available in the Museum or via sciencemuseum.org.uk/robots
Supported by the Heritage Lottery Fund


Throughout history, artists and scientists have sought to understand what it means to be human. The Science Museum’s new Robots exhibition, opening in February 2017, will explore this very human obsession to recreate ourselves, revealing the remarkable 500-year story of humanoid robots.

Featuring a unique collection of over 100 robots, from a 16th-century mechanical monk to robots from science fiction and modern-day research labs, this exhibition will enable visitors to discover the cultural, historical and technological context of humanoid robots. Visitors will be able to interact with some of the 12 working robots on display. Among many other highlights will be an articulated iron manikin from the 1500s, Cygan, a 2.4m tall 1950s robot with a glamorous past, and one of the first walking bipedal robots.

Robots have been at the heart of popular culture since the word ‘robot’ was first used in 1920, but their fascinating story dates back many centuries. Set in five different periods and places, this exhibition will explore how robots and society have been shaped by religious belief, the industrial revolution, 20th century popular culture and dreams about the future.

The quest to build ever more complex robots has transformed our understanding of the human body, and today robots are becoming increasingly human, learning from mistakes and expressing emotions. In the exhibition, visitors will go behind the scenes to glimpse recent developments from robotics research, exploring how roboticists are building robots that resemble us and interact in human-like ways. The exhibition will end by asking visitors to imagine what a shared future with robots might be like. Robots has been generously supported by the Heritage Lottery Fund, with a £100,000 grant from the Collecting Cultures programme.

Ian Blatchford, Director of the Science Museum Group said: ‘This exhibition explores the uniquely human obsession of recreating ourselves, not through paint or marble but in metal. Seeing robots through the eyes of those who built or gazed in awe at them reveals much about humanity’s hopes, fears and dreams.’

‘The latest in our series of ambitious, blockbuster exhibitions, Robots explores the wondrously rich culture, history and technology of humanoid robotics. Last year we moved gigantic spacecraft from Moscow to the Museum, but this year we will bring a robot back to life.’

Today [May ?, 2016] the Science Museum launched a Kickstarter campaign to rebuild Eric, the UK’s first robot. Originally built in 1928 by Captain Richards & A.H. Reffell, Eric was one of the world’s first robots. Built less than a decade after the word robot was first used, he travelled the globe with his makers and amazed crowds in the UK, US and Europe, before disappearing forever.

[The campaign was successful.]

You can find out more about Eric on the museum’s ‘Eric: The UK’s first robot’ webpage,

Getting back to the exhibition, the Guardian’s Ian Sample has written up a Feb. 7, 2017 preview (Note: Links have been removed),

Eric the robot wowed the crowds. He stood and bowed and answered questions as blue sparks shot from his metallic teeth. The British creation was such a hit he went on tour around the world. When he arrived in New York, in 1929, a theatre nightwatchman was so alarmed he pulled out a gun and shot at him.

The curators at London’s Science Museum hope for a less extreme reaction when they open Robots, their latest exhibition, on Wednesday [Feb. 8, 2016]. The collection of more than 100 objects is a treasure trove of delights: a miniature iron man with moving joints; a robotic swan that enthralled Mark Twain; a tiny metal woman with a wager cup who is propelled by a mechanism hidden up her skirt.

The pieces are striking and must have dazzled in their day. Ben Russell, the lead curator, points out that most people would not have seen a clock when they first clapped eyes on one exhibit, a 16th century automaton of a monk [emphasis mine], who trundled along, moved his lips, and beat his chest in contrition. It was surely mesmerising to the audiences of 1560. “Arthur C Clarke once said that any sufficiently advanced technology is indistinguishable from magic,” Russell says. “Well, this is where it all started.”

In every chapter of the 500-year story, robots have held a mirror to human society. Some of the earliest devices brought the Bible to life. One model of Christ on the cross rolls his head and oozes wooden blood from his side as four figures reach up. The mechanisation of faith must have drawn the congregations as much as any sermon.

But faith was not the only focus. Through clockwork animals and human figurines, model makers explored whether humans were simply conscious machines. They brought order to the universe with orreries and astrolabes. The machines became more lighthearted in the enlightened 18th century, when automatons of a flute player, a writer, and a defecating duck all made an appearance. A century later, the style was downright rowdy, with drunken aristocrats, preening dandies and the disturbing life of a sausage from farm to mouth all being recreated as automata.

That reference to an automaton of a monk reminded me of a July 22, 2009 posting where I excerpted a passage (from another blog) about a robot priest and a robot monk,

Since 1993 Robo-Priest has been on call 24-hours a day at Yokohama Central Cemetery. The bearded robot is programmed to perform funerary rites for several Buddhist sects, as well as for Protestants and Catholics. Meanwhile, Robo-Monk chants sutras, beats a religious drum and welcomes the faithful to Hotoku-ji, a Buddhist temple in Kakogawa city, Hyogo Prefecture. More recently, in 2005, a robot dressed in full samurai armour received blessings at a Shinto shrine on the Japanese island of Kyushu. Kiyomori, named after a famous 12th-century military general, prayed for the souls of all robots in the world before walking quietly out of Munakata Shrine.

Sample’s preview takes the reader up to our own age and contemporary robots. And, there is another Guardian article which offering a behind-the-scenes look at the then upcoming exhibition, a Jan. 28, 2016 piece by Jonathan Jones, ,

An android toddler lies on a pallet, its doll-like face staring at the ceiling. On a shelf rests a much more grisly creation that mixes imitation human bones and muscles, with wires instead of arteries and microchips in place of organs. It has no lower body, and a single Cyclopean eye. This store room is an eerie place, then it gets more creepy, as I glimpse behind the anatomical robot a hulking thing staring at me with glowing red eyes. Its plastic skin has been burned off to reveal a metal skeleton with pistons and plates of merciless strength. It is the Terminator, sent back in time by the machines who will rule the future to ensure humanity’s doom.

Backstage at the Science Museum, London, where these real experiments and a full-scale model from the Terminator films are gathered to be installed in the exhibition Robots, it occurs to me that our fascination with mechanical replacements for ourselves is so intense that science struggles to match it. We think of robots as artificial humans that can not only walk and talk but possess digital personalities, even a moral code. In short we accord them agency. Today, the real age of robots is coming, and yet even as these machines promise to transform work or make it obsolete, few possess anything like the charisma of the androids of our dreams and nightmares.

That’s why, although the robotic toddler sleeping in the store room is an impressive piece of tech, my heart leaps in another way at the sight of the Terminator. For this is a bad robot, a scary robot, a robot of remorseless malevolence. It has character, in other words. Its programmed persona (which in later films becomes much more helpful and supportive) is just one of those frightening, funny or touching personalities that science fiction has imagined for robots.

Can the real life – well, real simulated life – robots in the Science Museum’s new exhibition live up to these characters? The most impressively interactive robot in the show will be RoboThespian, who acts as compere for its final gallery displaying the latest advances in robotics. He stands at human height, with a white plastic face and metal arms and legs, and can answer questions about the value of pi and the nature of free will. “I’m a very clever robot,” RoboThespian claims, plausibly, if a little obnoxiously.

Except not quite as clever as all that. A human operator at a computer screen connected with Robothespian by wifi is looking through its video camera eyes and speaking with its digital voice. The result is huge fun – the droid moves in very lifelike ways as it speaks, and its interactions don’t need a live operator as they can be preprogrammed. But a freethinking, free-acting robot with a mind and personality of its own, Robothespian is not.

Our fascination with synthetic humans goes back to the human urge to recreate life itself – to reproduce the mystery of our origins. Artists have aspired to simulate human life since ancient times. The ancient Greek myth of Pygmalion, who made a statue so beautiful he fell in love with it and prayed for it to come to life, is a mythic version of Greek artists such as Pheidias and Praxiteles whose statues, with their superb imitation of muscles and movement, seem vividly alive. The sculptures of centaurs carved for the Parthenon in Athens still possess that uncanny lifelike power.

Most of the finest Greek statues were bronze, and mythology tells of metal robots that sound very much like statues come to life, including the bronze giant Talos, who was to become one of cinema’s greatest robotic monsters thanks to the special effects genius of Ray Harryhausen in Jason and the Argonauts.

Renaissance art took the quest to simulate life to new heights, with awed admirers of Michelangelo’s David claiming it even seemed to breathe (as it really does almost appear to when soft daylight casts mobile shadow on superbly sculpted ribs). So it is oddly inevitable that one of the first recorded inventors of robots was Leonardo da Vinci, consummate artist and pioneering engineer. Leonardo apparently made, or at least designed, a robot knight to amuse the court of Milan. It worked with pulleys and was capable of simple movements. Documents of this invention are frustratingly sparse, but there is a reliable eyewitness account of another of Leonardo’s automata. In 1515 he delighted Francois I, king of France, with a robot lion that walked forward towards the monarch, then released a bunch of lilies, the royal flower, from a panel that opened in its back.

One of the most uncanny androids in the Science Museum show is from Japan, a freakily lifelike female robot called Kodomoroid, the world’s first robot newscaster. With her modest downcast gaze and fine artificial complexion, she has the same fetishised femininity you might see in a Manga comic and appears to reflect a specific social construction of gender. Whether you read that as vulnerability or subservience, presumably the idea is to make us feel we are encountering a robot with real personhood. Here is a robot that combines engineering and art just as Da Vinci dreamed – it has the mechanical genius of his knight and the synthetic humanity of his perfect portrait.

Here’s a link to the Science Museum’s ‘Robots’ exhibition webspace and a link to a Guardian ‘Robots’ photo essay.

All this makes me wish I had plans to visit London, UK in the next few months.

Surveillance by design and by accident

In general, one thinks of surveillance as an activity undertaken by the military or the police or some other arm of the state (a spy agency of some kind). The  Nano Hummingbird, a drone from AeroVironment designed for the US Pentagon, would fit into any or all of those categories.

AeroVironment's hummingbird drone // Source: suasnews.com (downloaded from Homeland Security Newswire)

You can see the device in action here,

The inset screen shows you what is being seen via the hummingbird’s camera, while the larger screen image allows you to observe the Nano Hummingbird in action. I don’t know why they’ve used the word nano as part of the product unless it is for marketing purposes. The company’s description of the product is at a fairly high level and makes no mention of the technology, nano or otherwise, that makes the hummingbird drone’s capabilities possible (from the company’s Nano Hummingbird webpage),

AV [AeroVironment] is developing the Nano Air Vehicle (NAV) under a DARPA sponsored research contract to develop a new class of air vehicle systems capable of indoor and outdoor operation. Employing biological mimicry at an extremely small scale, this unconventional aircraft could someday provide new reconnaissance and surveillance capabilities in urban environments.

The Nano Hummingbird could be described as a traditional form surveillance as could the EyeSwipe iris scanners (mentioned in my Dec. 10, 2010 posting). The EyeSwipe allows the police, military, or other state agencies to track you with cameras that scan your retinas (they’ve had trials of this technology in Mexico).

A provocative piece by Nic Fleming for the journal, New Scientist, takes this a step further. Smartphone surveillance: The cop in your pocket can be found in the July 30, 2011 issue of New Scientist (preview here; the whole article is behind a paywall),

While many of us use smartphones to keep our social lives in order, they are also turning out to be valuable tools for gathering otherwise hard-to-get data. The latest smartphones bristle with sensors …

Apparently the police are wanting to crowdsource surveillance by having members of the public use their smartphones to track licence plate numbers, etc. and notify the authorities. Concerns about these activities are noted both in Fleming article and in the August 10, 2011 posting on the Foresight Institute blog,

“Christine Peterson, president of the Foresight Institute based in Palo Alto, California, warns that without safeguards, the data we gather about each other might one day be used to undermine rather than to protect our freedom. ‘We are moving to a new level of data collection that our society is not accustomed to,’ she says.”

Peterson’s comments about data collection struck me most particularly as I’ve noticed over the last several months a number of applications designed to make life ‘easier’ that also feature data collection (i. e., collection of one’s personal data). For example, there’s Percolate. From the July 7, 2011 article by Austin Carr for Fast Company,

Percolate, currently in its “double secret alpha” version, is a blogging platform that provides curated content for you to write about. The service taps into your RSS and Twitter feeds, culls content based on your interests–the stuff that “percolates up”–and then offers you the ability to share your thoughts on the subject with friends. “We’re trying to make it easy for anyone to create content,” Brier says, “to take away from the frustration of staring at that blank box and trying to figure out what to say.”

It not only removes the frustration, it removes at least some of the impetus for creativity. The service is being framed as a convenience. Coincidentally, it makes much easier for marketers or any one or any agency to track your activities.

This data collection can get a little more intimate than just your Twitter and RSS feeds. Your underwear can monitor your bodily functions (from the June 11, 2010 news item on Nanowerk),

A team of U.S. scientists has designed some new men’s briefs that may be comfortable, durable and even stylish but, unlike most underpants, may be able to save lives.

Printed on the waistband and in constant contact with the skin is an electronic biosensor, designed to measure blood pressure, heart rate and other vital signs.

The technology, developed by nano-engineering professor Joseph Wang of University of California San Diego and his team, breaks new ground in the field of intelligent textiles and is part of shift in focus in healthcare from hospital-based treatment to home-based management.

The method is similar to conventional screen-printing although the ink contains carbon electrodes.

The project is being funded by the U.S. military with American troops likely to be the first recipients.

“This specific project involves monitoring the injury of soldiers during battlefield surgery and the goal is to develop minimally invasive sensors that can locate, in the field, and identify the type of injury,” Wang told Reuters Television.

I realize that efforts such as the ‘smart underpants’ are developed with good intentions but if the data can be used to monitor your health status, it can be used to monitor you for other reasons.

While the military can insist its soldiers be monitored, civilian efforts are based on incentives. For example, Foodzy is an application that makes dieting fun. From the July 7, 2011 article by Morgan Clendaniel on Fast Company,

As more and more people join (Foodzy is aiming for 30,000 users by the end of the year and 250,000 by the end of 2012), you’ll also start being able to see what your friends are eating. This could be a good way to keep your intake of bits down, not wanting to embarrass yourself in front of your friends as you binge on some cookies, but Kamphuis [Marjolijn Kamphuis is one of the founders] sees a more social aspect to it: “On my dashboard I am able to see what the ‘food match’ between me and my friends is, the same way Last.FM has been comparing me and my friend’s music taste for ages! I am now able to share recipes with my friends or hook up with them in real life for dinner because I notice we have similar taste.”

That sure takes the discovery/excitement aspect out of getting to know someone. As I noted with my comments about Percolate, with more of our lives being mediated by applications of this nature, the easier we are to track.

Along a parallel track, there’s a campaign to remove anonymity and/or pseudonymity from the Internet. As David Sirota notes in his August 12, 2011 Salon essay about this trend, the expressed intention is to ensure civility and minimize bullying but there is at least one other consequence,

The big potential benefit of users having to attach real identities to their Internet personas is more constructive dialogue.

As Zuckerberg [Randi Zuckerberg, Facebook executive] and Schmidt [Eric Schmidt, former Google CEO]  correctly suggest, online anonymity is primarily used by hate-mongers to turn constructive public discourse into epithet-filled diatribes. Knowing they are shielded from consequences, trolls feel empowered to spew racist, sexist and other socially unacceptable rhetoric that they’d never use offline. …

The downside, though, is that true whistle-blowers will lose one of their most essential tools.

Though today’s journalists often grant establishment sources anonymity to attack weaker critics, anonymity’s real social value is rooted in helping the powerless challenge the powerful. Think WikiLeaks, which exemplifies how online anonymity provides insiders the cover they need to publish critical information without fear of retribution. Eliminating such cover will almost certainly reduce the kind of leaks that let the public occasionally see inconvenient truths.

It’s not always about whistleblowing, some people prefer pseudonyms.  Science writer and blogger, GrrlScientist, recently suffered a blow to her pseudonymity which was administered by Google (from her July 16, 2011 posting on the Guardian science blogs),

One week ago, my entire Google account was deactivated suddenly and without warning. I was not allowed to access gmail nor any other Google service until I surrendered my personal telephone number in exchange for reinstating access to my gmail account. I still cannot access many of my other accounts, such as Google+, Reader and Buzz. My YouTube account remains locked, too.

I was never notified as to what specifically had warranted this unexpected deactivation of my account. I only learned a few hours later that my account was shut down due to the name I use on my profile page, which you claim is a violation of your “community standards”. However, as stated on your own “display name” pages, I have not violated your community standards. I complied with your stated request: my profile name is “the name that [I] commonly go by in daily life.”

My name is a pseudonym, as I openly state on my profile. I have used GrrlScientist as my pseudonym since 2000 and it has a long track record. I have given public lectures in several countries, received mail in two countries, signed contracts, received monetary payments, published in a number of venues and been interviewed for news stories – all using my pseudonym. A recent Google search shows that GrrlScientist, as spelled, is unique in the world. This meets at least two of your stated requirements; (1) I am not impersonating anyone and (2) my name represents just one person.

GrrlScientist is not the only writer who prefers a pseudonym. Mark Twain did too. His real name was Samuel J. Clemens but widely known as Mark Twain, he was the author of The Adventures of Tom Sawyer, Adventures of Huckleberry Finn, and many more books, short stories, and essays.

Minimzing bullying, ensuring civility, monitoring vital signs in battle situations, encouraging people to write, helping a friend stay on diet are laudable intentions but all of this leads to more data being collected about us and the potential for abusive use of this data.