Tag Archives: Naylor Report

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

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

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

Budget 2018: We’re in the money

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

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

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

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

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

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

Budget 2018: a little more nuance

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

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

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

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

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

Delivery: as promised?

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

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

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

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

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

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

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

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

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

Reading between the line items

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

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

Budget 2018: The good includes a new intellectual property strategy

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

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

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

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

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

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

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

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

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

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

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

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

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

Budget 2018: Who’s watching over us?

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

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

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

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

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

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

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

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

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

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

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

Towards Rules for Automation in Government

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

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

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

Sunny ways: a discussion between Justin Trudeau and Bill Nye

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Wells winds up with this,

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

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

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

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

2 hours ago

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

2 hours ago

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

2 hours ago

This answer is longer than the Oscars.

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

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

Final thoughts

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

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

Extras

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

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

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

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

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

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

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

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

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

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

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

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

FrogHeart’s good-bye to 2017 and hello to 2018

This is going to be relatively short and sweet(ish). Starting with the 2017 review:

Nano blogosphere and the Canadian blogosphere

From my perspective there’s been a change taking place in the nano blogosphere over the last few years. There are fewer blogs along with fewer postings from those who still blog. Interestingly, some blogs are becoming more generalized. At the same time, Foresight Institute’s Nanodot blog (as has FrogHeart) has expanded its range of topics to include artificial intelligence and other topics. Andrew Maynard’s 2020 Science blog now exists in an archived from but before its demise, it, too, had started to include other topics, notably risk in its many forms as opposed to risk and nanomaterials. Dexter Johnson’s blog, Nanoclast (on the IEEE [Institute for Electrical and Electronics Engineers] website), maintains its 3x weekly postings. Tim Harper who often wrote about nanotechnology on his Cientifica blog appears to have found a more freewheeling approach that is dominated by his Twitter feed although he also seems (I can’t confirm that the latest posts were written in 2017) to blog here on timharper.net.

The Canadian science blogosphere seems to be getting quieter if Science Borealis (blog aggregator) is a measure. My overall impression is that the bloggers have been a bit quieter this year with fewer postings on the feed or perhaps that’s due to some technical issues (sometimes FrogHeart posts do not get onto the feed). On the promising side, Science Borealis teamed with the Science Writers and Communicators of Canada Association to run a contest, “2017 People’s Choice Awards: Canada’s Favourite Science Online!”  There were two categories (Favourite Science Blog and Favourite Science Site) and you can find a list of the finalists with links to the winners here.

Big congratulations for the winners: Canada’s Favourite Blog 2017: Body of Evidence (Dec. 6, 2017 article by Alina Fisher for Science Borealis) and Let’s Talk Science won Canada’s Favourite Science Online 2017 category as per this announcement.

However, I can’t help wondering: where were ASAP Science, Acapella Science, Quirks & Quarks, IFLS (I f***ing love science), and others on the list for finalists? I would have thought any of these would have a lock on a position as a finalist. These are Canadian online science purveyors and they are hugely popular, which should mean they’d have no problem getting nominated and getting votes. I can’t find the criteria for nominations (or any hint there will be a 2018 contest) so I imagine their nonpresence on the 2017 finalists list will remain a mystery to me.

Looking forward to 2018, I think that the nano blogosphere will continue with its transformation into a more general science/technology-oriented community. To some extent, I believe this reflects the fact that nanotechnology is being absorbed into the larger science/technology effort as foundational (something wiser folks than me predicted some years ago).

As for Science Borealis and the Canadian science online effort, I’m going to interpret the quieter feeds as a sign of a maturing community. After all, there are always ups and downs in terms of enthusiasm and participation and as I noted earlier the launch of an online contest is promising as is the collaboration with Science Writers and Communicators of Canada.

Canadian science policy

It was a big year.

Canada’s Chief Science Advisor

With Canada’s first chief science advisor in many years, being announced Dr. Mona Nemer stepped into her position sometime in Fall 2017. The official announcement was made on Sept. 26, 2017. I covered the event in my Sept. 26, 2017 posting, which includes a few more details than found the official announcement.

You’ll also find in that Sept. 26, 2017 posting a brief discourse on the Naylor report (also known as the Review of Fundamental Science) and some speculation on why, to my knowledge, there has been no action taken as a consequence.  The Naylor report was released April 10, 2017 and was covered here in a three-part review, published on June 8, 2017,

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

I have found another commentary (much briefer than mine) by Paul Dufour on the Canadian Science Policy Centre website. (November 9, 2017)

Subnational and regional science funding

This began in 2016 with a workshop mentioned in my November 10, 2016 posting: ‘Council of Canadian Academies and science policy for Alberta.” By the time the report was published the endeavour had been transformed into: Science Policy: Considerations for Subnational Governments (report here and my June 22, 2017 commentary here).

I don’t know what will come of this but I imagine scientists will be supportive as it means more money and they are always looking for more money. Still, the new government in British Columbia has only one ‘science entity’ and I’m not sure it’s still operational but i was called the Premier’s Technology Council. To my knowledge, there is no ministry or other agency that is focused primarily or partially on science.

Meanwhile, a couple of representatives from the health sciences (neither of whom were involved in the production of the report) seem quite enthused about the prospects for provincial money in their (Bev Holmes, Interim CEO, Michael Smith Foundation for Health Research, British Columbia, and Patrick Odnokon (CEO, Saskatchewan Health Research Foundation) October 27, 2017 opinion piece for the Canadian Science Policy Centre.

Artificial intelligence and Canadians

An event which I find more interesting with time was the announcement of the Pan=Canadian Artificial Intelligence Strategy in the 2017 Canadian federal budget. Since then there has been a veritable gold rush mentality with regard to artificial intelligence in Canada. One announcement after the next about various corporations opening new offices in Toronto or Montréal has been made in the months since.

What has really piqued my interest recently is a report being written for Canada’s Treasury Board by Michael Karlin (you can learn more from his Twitter feed although you may need to scroll down past some of his more personal tweets (something cassoulet in the Dec. 29, 2017 tweets).  As for Karlin’s report, which is a work in progress, you can find out more about the report and Karlin in a December 12, 2017 article by Rob Hunt for the Algorithmic Media Observatory (sponsored by the Social Sciences and Humanities Research Council of Canada [SHRCC], the Centre for Study of Democratic Citizenship, and the Fonds de recherche du Québec: Société et culture).

You can ring in 2018 by reading and making comments, which could influence the final version, on Karlin’s “Responsible Artificial Intelligence in the Government of Canada” part of the government’s Digital Disruption White Paper Series.

As for other 2018 news, the Council of Canadian Academies is expected to publish “The State of Science and Technology and Industrial Research and Development in Canada” at some point soon (we hope). This report follows and incorporates two previous ‘states’, The State of Science and Technology in Canada, 2012 (the first of these was a 2006 report) and the 2013 version of The State of Industrial R&D in Canada. There is already some preliminary data for this latest ‘state of’  (you can find a link and commentary in my December 15, 2016 posting).

FrogHeart then (2017) and soon (2018)

On looking back I see that the year started out at quite a clip as I was attempting to hit the 5000th blog posting mark, which I did on March 3,  2017. I have cut back somewhat from the 3 postings/day high to approximately 1 posting/day. It makes things more manageable allowing me to focus on other matters.

By the way, you may note that the ‘Donate’ button has disappeared from my sidebard. I thank everyone who donated from the bottom of my heart. The money was more than currency, it also symbolized encouragement. On the sad side, I moved from one hosting service to a new one (Sibername) late in December 2016 and have been experiencing serious bandwidth issues which result on FrogHeart’s disappearance from the web for days at a time. I am trying to resolve the issues and hope that such actions as removing the ‘Donate’ button will help.

I wish my readers all the best for 2018 as we explore nanotechnology and other emerging technologies!

(I apologize for any and all errors. I usually take a little more time to write this end-of-year and coming-year piece but due to bandwidth issues I was unable to access my draft and give it at least one review. And at this point, I’m too tired to try spotting error. If you see any, please do let me know.)

Announcing Canada’s Chief Science Advisor: Dr. Mona Nemer

Thanks to the Canadian Science Policy Centre’s September 26, 2017 announcement (received via email) a burning question has been answered,

After great anticipation, Prime Minister Trudeau along with Minister Duncan have announced Canada’s Chief Science Advisor, Dr. Mona Nemer, [emphasis mine]  at a ceremony at the House of Commons. The Canadian Science Policy Centre welcomes this exciting news and congratulates Dr. Nemer on her appointment in this role and we wish her the best in carrying out her duties in this esteemed position. CSPC is looking forward to working closely with Dr. Nemer for the Canadian science policy community. Mehrdad Hariri, CEO & President of the CSPC, stated, “Today’s historic announcement is excellent news for science in Canada, for informed policy-making and for all Canadians. We look forward to working closely with the new Chief Science Advisor.”

In fulfilling our commitment to keep the community up to date and informed regarding science, technology, and innovation policy issues, CSPC has been compiling all news, publications, and editorials in recognition of the importance of the Federal Chief Science Officer as it has been developing, as you may see by clicking here.

We invite your opinions regarding the new Chief Science Advisor, to be published on our CSPC Featured Editorial page. We will publish your reactions on our website, sciencepolicy.ca on our Chief Science Advisor page.

Please send your opinion pieces to editorial@sciencepolicy.ca.

Here are a few (very few) details from the Prime Minister’s (Justin Trudeau) Sept. 26, 2017 press release making the official announcement,

The Government of Canada is committed to strengthen science in government decision-making and to support scientists’ vital work.

In keeping with these commitments, the Prime Minister, Justin Trudeau, today announced Dr. Mona Nemer as Canada’s new Chief Science Advisor, following an open, transparent, and merit-based selection process.  

We know Canadians value science. As the new Chief Science Advisor, Dr. Nemer will help promote science and its real benefits for Canadians—new knowledge, novel technologies, and advanced skills for future jobs. These breakthroughs and new opportunities form an essential part of the Government’s strategy to secure a better future for Canadian families and to grow Canada’s middle class.

Dr. Nemer is a distinguished medical researcher whose focus has been on the heart, particularly on the mechanisms of heart failure and congenital heart diseases. In addition to publishing over 200 scholarly articles, her research has led to new diagnostic tests for heart failure and the genetics of cardiac birth defects. Dr. Nemer has spent more than ten years as the Vice-President, Research at the University of Ottawa, has served on many national and international scientific advisory boards, and is a Fellow of the Royal Society of Canada, a Member of the Order of Canada, and a Chevalier de l’Ordre du Québec.

As Canada’s new top scientist, Dr. Nemer will provide impartial scientific advice to the Prime Minister and the Minister of Science. She will also make recommendations to help ensure that government science is fully available and accessible to the public, and that federal scientists remain free to speak about their work. Once a year, she will submit a report about the state of federal government science in Canada to the Prime Minister and the Minister of Science, which will also be made public.

Quotes

“We have taken great strides to fulfill our promise to restore science as a pillar of government decision-making. Today, we took another big step forward by announcing Dr. Mona Nemer as our Chief Science Advisor. Dr. Nemer brings a wealth of expertise to the role. Her advice will be invaluable and inform decisions made at the highest levels. I look forward to working with her to promote a culture of scientific excellence in Canada.”
— The Rt. Hon. Justin Trudeau, Prime Minister of Canada

“A respect for science and for Canada’s remarkable scientists is a core value for our government. I look forward to working with Dr. Nemer, Canada’s new Chief Science Advisor, who will provide us with the evidence we need to make decisions about what matters most to Canadians: their health and safety, their families and communities, their jobs, environment and future prosperity.”
— The Honourable Kirsty Duncan, Minister of Science

“I am honoured and excited to be Canada’s Chief Science Advisor. I am very pleased to be representing Canadian science and research – work that plays a crucial role in protecting and improving the lives of people everywhere. I look forward to advising the Prime Minister and the Minister of Science and working with the science community, policy makers, and the public to make science part of government policy making.”
— Dr. Mona Nemer, Chief Science Advisor, Canada

Quick Facts

  • Dr. Nemer is also a Knight of the Order of Merit of the French Republic, and has been awarded honorary doctorates from universities in France and Finland.
  • The Office of the Chief Science Advisor will be housed at Innovation, Science and Economic Development and supported by a secretariat.

Nemers’ Wikipedia entry does not provide much additional information although you can find out a bit more on her University of Ottawa page. Brian Owens in a Sept. 26, 2017 article for the American Association for the Advancement of Science’s (AAAS) Science Magazine provides a bit more detail, about this newly created office and its budget

Nemer’s office will have a $2 million budget, and she will report to both Trudeau and science minister Kirsty Duncan. Her mandate includes providing scientific advice to government ministers, helping keep government-funded science accessible to the public, and protecting government scientists from being muzzled.

Ivan Semeniuk’s Sept. 26, 2017 article for the Globe and Mail newspaper about Nemer’s appointment is the most informative (that I’ve been able to find),

Mona Nemer, a specialist in the genetics of heart disease and a long time vice-president of research at the University of Ottawa, has been named Canada’s new chief science advisor.

The appointment, announced Tuesday [Sept. 26, 2017] by Prime Minister Justin Trudeau, comes two years after the federal Liberals pledged to reinstate the position during the last election campaign and nearly a decade after the previous version of the role was cut by then prime minister Stephen Harper.

Dr. Nemer steps into the job of advising the federal government on science-related policy at a crucial time. Following a landmark review of Canada’s research landscape [Naylor report] released last spring, university-based scientists are lobbying hard for Ottawa to significantly boost science funding, one of the report’s key recommendations. At the same time, scientists and science-advocacy groups are increasingly scrutinizing federal actions on a range of sensitive environment and health-related issues to ensure the Trudeau government is making good on promises to embrace evidence-based decision making.

A key test of the position’s relevance for many observers will be the extent to which Dr. Nemer is able to speak her mind on matters where science may run afoul of political expediency.

Born in 1957, Dr. Nemer grew up in Lebanon and pursued an early passion for chemistry at a time and place where women were typically discouraged from entering scientific fields. With Lebanon’s civil war making it increasingly difficult for her to pursue her studies, her family was able to arrange for her to move to the United States, where she completed an undergraduate degree at Wichita State University in Kansas.

A key turning point came in the summer of 1977 when Dr. Nemer took a trip with friends to Montreal. She quickly fell for the city and, in short order, managed to secure acceptance to McGill University, where she received a PhD in 1982. …

It took a lot of searching to find out that Nemer was born in Lebanon and went to the United States first. A lot of immigrants and their families view Canada as a second choice and Nemer and her family would appear to have followed that pattern. It’s widely believed (amongst Canadians too) that the US is where you go for social mobility. I’m not sure if this is still the case but at one point in the 1980s Israel ranked as having the greatest social mobility in the world. Canada came in second while the US wasn’t even third or fourth ranked.

It’s the second major appointment by Justin Trudeau in the last few months to feature a woman who speaks French. The first was Julie Payette, former astronaut and Québecker, as the upcoming Governor General (there’s more detail and a whiff of sad scandal in this Aug. 21, 2017 Canadian Broadcasting Corporation online news item). Now there’s Dr. Mona Nemer who’s lived both in Québec and Ontario. Trudeau and his feminism, eh? Also, his desire to keep Québeckers happy (more or less).

I’m not surprised by the fact that Nemer has been based in Ottawa for several years. I guess they want someone who’s comfortable with the government apparatus although I for one think a little fresh air might be welcome. After all, the Minister of Science, Kirsty Duncan, is from Toronto which between Nemer and Duncan gives us the age-old Canadian government trifecta (geographically speaking), Ottawa-Montréal-Toronto.

Two final comments, I am surprised that Duncan did not make the announcement. After all, it was in her 2015 mandate letter.But perhaps Paul Wells in his acerbic June 29, 2017 article for Macleans hints at the reason as he discusses the Naylor report (review of fundamental science mentioned in Semeniuk’s article and for which Nemer is expected to provide advice),

The Naylor report represents Canadian research scientists’ side of a power struggle. The struggle has been continuing since Jean Chrétien left office. After early cuts, he presided for years over very large increases to the budgets of the main science granting councils. But since 2003, governments have preferred to put new funding dollars to targeted projects in applied sciences. …

Naylor wants that trend reversed, quickly. He is supported in that call by a frankly astonishingly broad coalition of university administrators and working researchers, who until his report were more often at odds. So you have the group representing Canada’s 15 largest research universities and the group representing all universities and a new group representing early-career researchers and, as far as I can tell, every Canadian scientist on Twitter. All backing Naylor. All fundamentally concerned that new money for research is of no particular interest if it does not back the best science as chosen by scientists, through peer review.

The competing model, the one preferred by governments of all stripes, might best be called superclusters. Very large investments into very large projects with loosely defined scientific objectives, whose real goal is to retain decorated veteran scientists and to improve the Canadian high-tech industry. Vast and sprawling labs and tech incubators, cabinet ministers nodding gravely as world leaders in sexy trendy fields sketch the golden path to Jobs of Tomorrow.

You see the imbalance. On one side, ribbons to cut. On the other, nerds experimenting on tapeworms. Kirsty Duncan, a shaky political performer, transparently a junior minister to the supercluster guy, with no deputy minister or department reporting to her, is in a structurally weak position: her title suggests she’s science’s emissary to the government, but she is not equipped to be anything more than government’s emissary to science.

Second,  our other science minister, Navdeep Bains, Minister of Innovation, Science  and Economic Development does not appear to have been present at the announcement. Quite surprising given where her office will located (from the government’s Sept. 26, 2017 press release in Quick Facts section ) “The Office of the Chief Science Advisor will be housed at Innovation, Science and Economic Development and supported by a secretariat.”

Finally, Wells’ article is well worth reading in its entirety and for those who are information gluttons, I have a three part series on the Naylor report, published June 8, 2017,

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

Canadian science policy news and doings (also: some US science envoy news)

I have a couple of notices from the Canadian Science Policy Centre (CSPC), a twitter feed, and an article in online magazine to thank for this bumper crop of news.

 Canadian Science Policy Centre: the conference

The 2017 Canadian Science Policy Conference to be held Nov. 1 – 3, 2017 in Ottawa, Ontario for the third year in a row has a super saver rate available until Sept. 3, 2017 according to an August 14, 2017 announcement (received via email).

Time is running out, you have until September 3rd until prices go up from the SuperSaver rate.

Savings off the regular price with the SuperSaver rate:
Up to 26% for General admission
Up to 29% for Academic/Non-Profit Organizations
Up to 40% for Students and Post-Docs

Before giving you the link to the registration page and assuming that you might want to check out what is on offer at the conference, here’s a link to the programme. They don’t seem to have any events celebrating Canada’s 150th anniversary although they do have a session titled, ‘The Next 150 years of Science in Canada: Embedding Equity, Delivering Diversity/Les 150 prochaine années de sciences au Canada:  Intégrer l’équité, promouvoir la diversité‘,

Enhancing equity, diversity, and inclusivity (EDI) in science, technology, engineering and math (STEM) has been described as being a human rights issue and an economic development issue by various individuals and organizations (e.g. OECD). Recent federal policy initiatives in Canada have focused on increasing participation of women (a designated under-represented group) in science through increased reporting, program changes, and institutional accountability. However, the Employment Equity Act requires employers to act to ensure the full representation of the three other designated groups: Aboriginal peoples, persons with disabilities and members of visible minorities. Significant structural and systemic barriers to full participation and employment in STEM for members of these groups still exist in Canadian institutions. Since data support the positive role of diversity in promoting innovation and economic development, failure to capture the full intellectual capacity of a diverse population limits provincial and national potential and progress in many areas. A diverse international panel of experts from designated groups will speak to the issue of accessibility and inclusion in STEM. In addition, the discussion will focus on evidence-based recommendations for policy initiatives that will promote full EDI in science in Canada to ensure local and national prosperity and progress for Canada over the next 150 years.

There’s also this list of speakers . Curiously, I don’t see Kirsty Duncan, Canada’s Minister of Science on the list, nor do I see any other politicians in the banner for their conference website  This divergence from the CSPC’s usual approach to promoting the conference is interesting.

Moving onto the conference, the organizers have added two panels to the programme (from the announcement received via email),

Friday, November 3, 2017
10:30AM-12:00PM
Open Science and Innovation
Organizer: Tiberius Brastaviceanu
Organization: ACES-CAKE

10:30AM- 12:00PM
The Scientific and Economic Benefits of Open Science
Organizer: Arij Al Chawaf
Organization: Structural Genomics

I think this is the first time there’s been a ‘Tiberius’ on this blog and teamed with the organization’s name, well, I just had to include it.

Finally, here’s the link to the registration page and a page that details travel deals.

Canadian Science Policy Conference: a compendium of documents and articles on Canada’s Chief Science Advisor and Ontario’s Chief Scientist and the pre-2018 budget submissions

The deadline for applications for the Chief Science Advisor position was extended to Feb. 2017 and so far, there’s no word as to whom it might be. Perhaps Minister of Science Kirsty Duncan wants to make a splash with a surprise announcement at the CSPC’s 2017 conference? As for Ontario’s Chief Scientist, this move will make province the third (?) to have a chief scientist, after Québec and Alberta. There is apparently one in Alberta but there doesn’t seem to be a government webpage and his LinkedIn profile doesn’t include this title. In any event, Dr. Fred Wrona is mentioned as the Alberta’s Chief Scientist in a May 31, 2017 Alberta government announcement. *ETA Aug. 25, 2017: I missed the Yukon, which has a Senior Science Advisor. The position is currently held by Dr. Aynslie Ogden.*

Getting back to the compendium, here’s the CSPC’s A Comprehensive Collection of Publications Regarding Canada’s Federal Chief Science Advisor and Ontario’s Chief Scientist webpage. Here’s a little background provided on the page,

On June 2nd, 2017, the House of Commons Standing Committee on Finance commenced the pre-budget consultation process for the 2018 Canadian Budget. These consultations provide Canadians the opportunity to communicate their priorities with a focus on Canadian productivity in the workplace and community in addition to entrepreneurial competitiveness. Organizations from across the country submitted their priorities on August 4th, 2017 to be selected as witness for the pre-budget hearings before the Committee in September 2017. The process will result in a report to be presented to the House of Commons in December 2017 and considered by the Minister of Finance in the 2018 Federal Budget.

NEWS & ANNOUNCEMENT

House of Commons- PRE-BUDGET CONSULTATIONS IN ADVANCE OF THE 2018 BUDGET

https://www.ourcommons.ca/Committees/en/FINA/StudyActivity?studyActivityId=9571255

CANADIANS ARE INVITED TO SHARE THEIR PRIORITIES FOR THE 2018 FEDERAL BUDGET

https://www.ourcommons.ca/DocumentViewer/en/42-1/FINA/news-release/9002784

The deadline for pre-2018 budget submissions was Aug. 4, 2017 and they haven’t yet scheduled any meetings although they are to be held in September. (People can meet with the Standing Committee on Finance in various locations across Canada to discuss their submissions.) I’m not sure where the CSPC got their list of ‘science’ submissions but it’s definitely worth checking as there are some odd omissions such as TRIUMF (Canada’s National Laboratory for Particle and Nuclear Physics)), Genome Canada, the Pan-Canadian Artificial Intelligence Strategy, CIFAR (Canadian Institute for Advanced Research), the Perimeter Institute, Canadian Light Source, etc.

Twitter and the Naylor Report under a microscope

This news came from University of British Columbia President Santa Ono’s twitter feed,

 I will join Jon [sic] Borrows and Janet Rossant on Sept 19 in Ottawa at a Mindshare event to discuss the importance of the Naylor Report

The Mindshare event Ono is referring to is being organized by Universities Canada (formerly the Association of Universities and Colleges of Canada) and the Institute for Research on Public Policy. It is titled, ‘The Naylor report under the microscope’. Here’s more from the event webpage,

Join Universities Canada and Policy Options for a lively discussion moderated by editor-in-chief Jennifer Ditchburn on the report from the Fundamental Science Review Panel and why research matters to Canadians.

Moderator

Jennifer Ditchburn, editor, Policy Options.

Jennifer Ditchburn

Editor-in-chief, Policy Options

Jennifer Ditchburn is the editor-in-chief of Policy Options, the online policy forum of the Institute for Research on Public Policy.  An award-winning parliamentary correspondent, Jennifer began her journalism career at the Canadian Press in Montreal as a reporter-editor during the lead-up to the 1995 referendum.  From 2001 and 2006 she was a national reporter with CBC TV on Parliament Hill, and in 2006 she returned to the Canadian Press.  She is a three-time winner of a National Newspaper Award:  twice in the politics category, and once in the breaking news category. In 2015 she was awarded the prestigious Charles Lynch Award for outstanding coverage of national issues. Jennifer has been a frequent contributor to television and radio public affairs programs, including CBC’s Power and Politics, the “At Issue” panel, and The Current. She holds a bachelor of arts from Concordia University, and a master of journalism from Carleton University.

@jenditchburn

Tuesday, September 19, 2017

 12-2 pm

Fairmont Château Laurier,  Laurier  Room
 1 Rideau Street, Ottawa

 rsvp@univcan.ca

I can’t tell if they’re offering lunch or if there is a cost associated with this event so you may want to contact the organizers.

As for the Naylor report, I posted a three-part series on June 8, 2017, which features my comments and the other comments I was able to find on the report:

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

One piece not mentioned in my three-part series is Paul Wells’ provocatively titled June 29, 2017 article for MacLean’s magazine, Why Canadian scientists aren’t happy (Note: Links have been removed),

Much hubbub this morning over two interviews Kirsty Duncan, the science minister, has given the papers. The subject is Canada’s Fundamental Science Review, commonly called the Naylor Report after David Naylor, the former University of Toronto president who was its main author.

Other authors include BlackBerry founder Mike Lazaridis, who has bankrolled much of the Waterloo renaissance, and Canadian Nobel physicist Arthur McDonald. It’s as blue-chip as a blue-chip panel could be.

Duncan appointed the panel a year ago. It’s her panel, delivered by her experts. Why does it not seem to be… getting anywhere? Why does it seem to have no champion in government? Therein lies a tale.

Note, first, that Duncan’s interviews—her first substantive comment on the report’s recommendations!—come nearly three months after its April release, which in turn came four months after Duncan asked Naylor to deliver his report, last December. (By March I had started to make fun of the Trudeau government in print for dragging its heels on the report’s release. That column was not widely appreciated in the government, I’m told.)

Anyway, the report was released, at an event attended by no representative of the Canadian government. Here’s the gist of what I wrote at the time:

 

Naylor’s “single most important recommendation” is a “rapid increase” in federal spending on “independent investigator-led research” instead of the “priority-driven targeted research” that two successive federal governments, Trudeau’s and Stephen Harper’s, have preferred in the last 8 or 10 federal budgets.

In English: Trudeau has imitated Harper in favouring high-profile, highly targeted research projects, on areas of study selected by political staffers in Ottawa, that are designed to attract star researchers from outside Canada so they can bolster the image of Canada as a research destination.

That’d be great if it wasn’t achieved by pruning budgets for the less spectacular research that most scientists do.

Naylor has numbers. “Between 2007-08 and 2015-16, the inflation-adjusted budgetary envelope for investigator-led research fell by 3 per cent while that for priority-driven research rose by 35 per cent,” he and his colleagues write. “As the number of researchers grew during this period, the real resources available per active researcher to do investigator-led research declined by about 35 per cent.”

And that’s not even taking into account the way two new programs—the $10-million-per-recipient Canada Excellence Research Chairs and the $1.5 billion Canada First Research Excellence Fund—are “further concentrating resources in the hands of smaller numbers of individuals and institutions.”

That’s the context for Duncan’s remarks. In the Globe, she says she agrees with Naylor on “the need for a research system that promotes equity and diversity, provides a better entry for early career researchers and is nimble in response to new scientific opportunities.” But she also “disagreed” with the call for a national advisory council that would give expert advice on the government’s entire science, research and innovation policy.

This is an asinine statement. When taking three months to read a report, it’s a good idea to read it. There is not a single line in Naylor’s overlong report that calls for the new body to make funding decisions. Its proposed name is NACRI, for National Advisory Council on Research and Innovation. A for Advisory. Its responsibilities, listed on Page 19 if you’re reading along at home, are restricted to “advice… evaluation… public reporting… advice… advice.”

Duncan also didn’t promise to meet Naylor’s requested funding levels: $386 million for research in the first year, growing to $1.3 billion in new money in the fourth year. That’s a big concern for researchers, who have been warning for a decade that two successive government’s—Harper’s and Trudeau’s—have been more interested in building new labs than in ensuring there’s money to do research in them.

The minister has talking points. She gave the same answer to both reporters about whether Naylor’s recommendations will be implemented in time for the next federal budget. “It takes time to turn the Queen Mary around,” she said. Twice. I’ll say it does: She’s reacting three days before Canada Day to a report that was written before Christmas. Which makes me worry when she says elected officials should be in charge of being nimble.

Here’s what’s going on.

The Naylor report represents Canadian research scientists’ side of a power struggle. The struggle has been continuing since Jean Chrétien left office. After early cuts, he presided for years over very large increases to the budgets of the main science granting councils. But since 2003, governments have preferred to put new funding dollars to targeted projects in applied sciences. …

Naylor wants that trend reversed, quickly. He is supported in that call by a frankly astonishingly broad coalition of university administrators and working researchers, who until his report were more often at odds. So you have the group representing Canada’s 15 largest research universities and the group representing all universities and a new group representing early-career researchers and, as far as I can tell, every Canadian scientist on Twitter. All backing Naylor. All fundamentally concerned that new money for research is of no particular interest if it does not back the best science as chosen by scientists, through peer review.

The competing model, the one preferred by governments of all stripes, might best be called superclusters. Very large investments into very large projects with loosely defined scientific objectives, whose real goal is to retain decorated veteran scientists and to improve the Canadian high-tech industry. Vast and sprawling labs and tech incubators, cabinet ministers nodding gravely as world leaders in sexy trendy fields sketch the golden path to Jobs of Tomorrow.

You see the imbalance. On one side, ribbons to cut. On the other, nerds experimenting on tapeworms. Kirsty Duncan, a shaky political performer, transparently a junior minister to the supercluster guy, with no deputy minister or department reporting to her, is in a structurally weak position: her title suggests she’s science’s emissary to the government, but she is not equipped to be anything more than government’s emissary to science.

A government that consistently buys into the market for intellectual capital at the very top of the price curve is a factory for producing white elephants. But don’t take my word for it. Ask Geoffrey Hinton [University of Toronto’s Geoffrey Hinton, a Canadian leader in machine learning].

“There is a lot of pressure to make things more applied; I think it’s a big mistake,” he said in 2015. “In the long run, curiosity-driven research just works better… Real breakthroughs come from people focusing on what they’re excited about.”

I keep saying this, like a broken record. If you want the science that changes the world, ask the scientists who’ve changed it how it gets made. This government claims to be interested in what scientists think. We’ll see.

Incisive and acerbic,  you may want to make time to read this article in its entirety.

Getting back to the ‘The Naylor report under the microscope’ event, I wonder if anyone will be as tough and direct as Wells. Going back even further, I wonder if this is why there’s no mention of Duncan as a speaker at the conference. It could go either way: surprise announcement of a Chief Science Advisor, as I first suggested, or avoidance of a potentially angry audience.

For anyone curious about Geoffrey Hinton, there’s more here in my March 31, 2017 post (scroll down about 20% of the way) and for more about the 2017 budget and allocations for targeted science projects there’s my March 24, 2017 post.

US science envoy quits

An Aug. 23, 2017article by Matthew Rosza for salon.com notes the resignation of one of the US science envoys,

President Donald Trump’s infamous response to the Charlottesville riots — namely, saying that both sides were to blame and that there were “very fine people” marching as white supremacists — has prompted yet another high profile resignation from his administration.

Daniel M. Kammen, who served as a science envoy for the State Department and focused on renewable energy development in the Middle East and Northern Africa, submitted a letter of resignation on Wednesday. Notably, he began the first letter of each paragraph with letters that spelled out I-M-P-E-A-C-H. That followed a letter earlier this month by writer Jhumpa Lahiri and actor Kal Penn to similarly spell R-E-S-I-S-T in their joint letter of resignation from the President’s Committee on Arts and Humanities.

Jeremy Berke’s Aug. 23, 2017 article for BusinessInsider.com provides a little more detail (Note: Links have been removed),

A State Department climate science envoy resigned Wednesday in a public letter posted on Twitter over what he says is President Donald Trump’s “attacks on the core values” of the United States with his response to violence in Charlottesville, Virginia.

“My decision to resign is in response to your attacks on the core values of the United States,” wrote Daniel Kammen, a professor of energy at the University of California, Berkeley, who was appointed as one five science envoys in 2016. “Your failure to condemn white supremacists and neo-Nazis has domestic and international ramifications.”

“Your actions to date have, sadly, harmed the quality of life in the United States, our standing abroad, and the sustainability of the planet,” Kammen writes.

Science envoys work with the State Department to establish and develop energy programs in countries around the world. Kammen specifically focused on renewable energy development in the Middle East and North Africa.

That’s it.

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

This is the middle commentary on the report titled,(INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research). Part 1 of my commentary having provided some introductory material and first thoughts about the report, this part offers more detailed thoughts and Part 3 offers ‘special cases’ and sums up some of the ideas first introduced in part 1.

The report: the good, the informative, and the problematic

As Canadian government reports go, this is quite readable and I’m delighted to note some sections are downright engaging. (Thank you to the writer)

Happily, the report acknowledges the problems with the usual measures for research performance (p. xiv print; p. 18 PDF in the Executive Summary and, also, in Chapter 3). Also happily, the panel describes how the scope of the disciplines was decided,

Among the early challenges for the Panel were misinterpretation of its moniker and the related scope of its work. The term “fundamental science” originated with federal Budget 2016, which announced the Government of Canada’s intent to undertake a review.3 Alignment of terminology followed. Some members of the anglophone research community were understandably concerned that the Panel’s mandate excluded applied science in a range of fields, as well as the social sciences and humanities. Francophone researchers, accustomed to les sciences sociales et humaines, were more sanguine.

Minister Duncan [Kirsty Duncan], whose own scholarship cuts across the natural sciences, social sciences, and humanities, made it clear from the outset that the Panel was to examine the full range of scientific and scholarly disciplines. The Panel’s secretariat and members similarly emphasized the breadth of our review. We were accordingly delighted to receive submissions from many researchers and organizations representative of disciplines supported by the three granting councils, others doing transdisciplinary research who sometimes find themselves in limbo, and others again frustrated that the lack of collaboration across the councils has effectively shut out their disciplines altogether.

A residual source of some confusion was the term “fundamental”, which is used infrequently in the social sciences and humanities even though much scholarship in those fields is arguably basic or conceptual.

The Panel again took a pragmatic view. Our mandate was derived in meaningful measure from concerns that Canada’s capacity for generation of exciting new knowledge had been eroded. We therefore assumed our remit ranged from basic science focused on making major discoveries to applied science with important technological implications, and from deep philosophical inquiry to rigorous economic evaluations of policies and programs.

The Panel emphasizes in this latter regard that societies without great science and scholarship across a wide range of disciplines are impoverished in multiple dimensions. From the social sciences and humanities, contributions range from deeper understanding of the complexity of human nature and social structures to grace in self-expression and excellence and beauty in the creative and performing arts. From the natural and health sciences and engineering, while attention often focuses on practical applications, basic research provides the breakthrough insights that fundamentally change our understanding of the natural world and our cosmos. We return to this subject in Chapter 2.

The Panel also observes that these categorizations are all focused on research subject matter, when in fact the subject that really matters may be the person doing the research. Postsecondary education enriched by exposure to basic research provides citizens with an outlook and intellectual tools that are extraordinarily well-suited to technological and social innovation. Indeed, countless authors of abstract graduate theses have gone on to lives of deep and productive engagement with practical problems, bringing with them perspectives that reflect an inquiring and critical mind.

In brief, the Panel’s primary interest is in the extramural research realm, and particularly in supports for research into topics chosen by scholars and scientists from the full range of disciplines, using methods that they have developed or adapted, and subject to review by research colleagues. This research may be basic or applied. It may be project-based or programmatic. And it may have early application or no immediate relevance. However, a key criterion is that the work is sufficiently excellent to withstand critical scrutiny by peers, [emphasis mine] and produces knowledge that, after appropriate review, can be shared widely to advance the collective store of knowledge and ideas in the relevant field or fields. (p. 4-5 print; pp. 38-9 PDF)

Here’s a problem not mentioned in the report. Sometimes, the most exciting work is not appreciated or even approved by your peers. Daniel Schechtman’s work with quasicrystals  illustrates the issue (from the Dan Schechtman Wikipedia entry),

“I was a subject of ridicule and lectures about the basics of crystallography. The leader of the opposition to my findings was the two-time Nobel Laureate Linus Pauling, [emphasis mine] the idol of the American Chemical Society and one of the most famous scientists in the world. For years, ’til his last day, he fought against quasi-periodicity in crystals. He was wrong, and after a while, I enjoyed every moment of this scientific battle, knowing that he was wrong.”[citation needed]

Linus Pauling is noted saying “There is no such thing as quasicrystals, only quasi-scientists.”[15] Pauling was apparently unaware of a paper in 1981 by H. Kleinert and K. Maki which had pointed out the possibility of a non-periodic Icosahedral Phase in quasicrystals[16] (see the historical notes). The head of Shechtman’s research group told him to “go back and read the textbook” and a couple of days later “asked him to leave for ‘bringing disgrace’ on the team.”[17] [emphasis mine] Shechtman felt dejected.[15] On publication of his paper, other scientists began to confirm and accept empirical findings of the existence of quasicrystals.[18][19]

Schechtman does get back into the lab, finds support for his discovery from other scientists, and wins the Nobel Prize for Chemisty in 2011. But, that first few years was pretty rough sledding. As for the problem, how can you tell the difference between ground-breaking research and a ‘nutbar’ theory?

Getting back to the report, there’s a very nice listing of research milestones (the inception of various funding agencies, science ministries, important reports, and more) in the Canadian research landscape on pp. 8-9 print; pp. 42-3 PDF. The list stretches from 1916 to 2016. Oddly, the 2011 Jenkins report (also known as the Review of Federal Support to R&D report) is not on the list. Of course, it was a report commissioned by the then Conservative federal government.

Chapter 2 is the ‘Case for Science and Inquiry’ and it includes a bit of a history of the world, geologically speaking (p. 18 print; p. 52 PDF), and more. The scholars that are referenced tend to be from Europe and the US (sigh … isn’t there a way to broaden our perspectives?).

I was surprised that they didn’t include Wilder Penfield’s work in their partial listing of Canadian discoveries, and achievements in natural sciences, engineering, and health (p. 22 print; p. 56 PDF). From the Wilder Penfield Wikipedia entry*,

Wilder Graves Penfield OM CC CMG FRS[1] (January 26, 1891 – April 5, 1976) was an American-Canadian pioneering neurosurgeon once dubbed “the greatest living Canadian.”[2] He expanded brain surgery’s methods and techniques, including mapping the functions of various regions of the brain such as the cortical homunculus. His scientific contributions on neural stimulation expand across a variety of topics including hallucinations, illusions, and déjà vu. Penfield devoted a lot of his thinking to mental processes, including contemplation of whether there was any scientific basis for the existence of the human soul.[2]

Also mildly surprising was Ursula Franklin’s exclusion from their sampling of great Canadian thinkers in the social science and humanities (p. 23 print; p. 57 PDF) especially as there seems to be room for one more entry. From the Ursula Franklin Wikipedia entry,

Ursula Martius Franklin, CC OOnt FRSC (16 September 1921 – 22 July 2016), was a German-Canadian metallurgist, research physicist, author, and educator who taught at the University of Toronto for more than 40 years.[1] …

Franklin is best known for her writings on the political and social effects of technology. For her, technology was much more than machines, gadgets or electronic transmitters. It was a comprehensive system that includes methods, procedures, organization, “and most of all, a mindset”.[5] …

For some, Franklin belongs in the intellectual tradition of Harold Innis and Jacques Ellul who warn about technology’s tendency to suppress freedom and endanger civilization.[8] …

As noted earlier, Chapter 3 offers information about typical measures for scientific impact. There were two I didn’t mention. First, there are the scores for interprovincial collaboration. While we definitely could improve our international collaboration efforts, it’s the interprovincial efforts that tend to be pitiful (Note: I’ve had to create the table myself so it’s not identical to the report table’s format),

Province or Territory  Collaborative rates 2003-2014
Interprovincial International
Alberta 24.4 42.5
British Columbia 23.0 48.2
Manitoba 33.5 39.7
New Brunswick 35.7 38.0
Newfoundland and Labrador 33.6 38.7
Northwest Territories 86.9 32.5
Nova Scotia 34.7 40.9
Nunavut 85.7 34.5
Ontario 14.8 43.4
Prince Edward island 46.7 40.6
Québec 16.9 43.8
Saskatchewan 33.9 41.7
Yukon 79.4 39.0
Canada 9.8 43.7

* *The interprovincial collaboration rates (IPC) are computed on whole counts, not fractional counts. So, for example, a publication with authors from four provinces would count as one for Canada and one for each of the provinces. So the IPC for the whole of Canada would be 1 out of 874,475 (Canada’s whole publication count over 2003–2014) and the IPC for Ontario (for example) would be 1 out of 396,811 (the whole count for Ontario). Therefore the interprovincial collaboration rate would be lower for Canada than for Ontario. (p. 39 print; 73 PDF)

Second, there are the prizes,

Moving from highly-cited researchers and papers to the realm of major international research prizes takes us further into the realm of outlying talent. Major international prizes for research are relevant measures because they bring great prestige not just to individuals and teams, but also to institutions and nations. They are also the culmination of years of excellence in research and, particularly when prizes are won repeatedly across a range of disciplines, they send strong signals to the world about the health of a nation’s basic research ecosystem.

Unfortunately, Canada’s performance in winning international prizes is also lagging. In 2013 the Right Honourable David Johnston, Governor General of Canada, and Dr Howard Alper, then chair of the national Science, Technology and Innovation Council (STIC), observed that Canadians underperform “when it comes to the world’s most distinguished awards”, e.g., Nobel Prize, Wolf Prize, and Fields Medal. They added: “In the period from 1941 to 2008, Canadians received 19 of the top international awards in science—an impressive achievement, to be sure, but lacking when compared with the United States (with 1,403 winners), the United Kingdom (222), France (91), Germany (75) and Australia (42).”22 ix

There is an interesting wrinkle to the dominance of the U.S. in Nobel prizes.23 Over 30 per cent of all U.S. Nobel laureates since 1950 were foreign-born, with that proportion rising over time. From 2007 to 2016, the 54 Nobel prizes awarded to U.S.-based researchers included 20 immigrants. Sources differ as to whether more of the U.S. Nobel laureates originated from Canada or Germany, but the best estimate is that, since 1901, there have been 15 Canadian-born, and in many cases Canadian-educated, Nobel laureates based in the U.S.—double the total number of Nobel prizes awarded to Canadian-based researchers in the same period.

From the standpoint of international recognition, 2015 was an exceptional year. Canadians won two of the pinnacle awards: a Nobel prize (Arthur McDonald for Physics) and a Wolf prize (James Arthur for Mathematics). Those prizes celebrate work that exemplifies two very different models of discovery. As a theoretical mathematician, Dr Arthur’s pioneering papers in automorphic forms have been overwhelmingly sole-authored; his long-term support has come from modest NSERC Discovery Grants. As a particle physicist, Dr McDonald has led a large team in developing and operating the renowned Sudbury Neutrino Laboratory, a major science facility purpose-built deep in an active nickel mine, where startling observations have been made that are forcing a reconsideration of The Standard Model for Elementary Particles. In both cases, however, what matters is that the work began decades ago, and Canada provided long-term support at the levels and in forms required to enable path-breaking discoveries to be made.

Canada cannot assume that there will be a series of other pinnacle prizes awarded based on discoveries that tap into work initiated in the 1970s and 1980s. To ensure a continuous pipeline of successful nominations for international awards, research institutions must be supported consistently to recruit and retain outstanding scholars and scientists. They in turn must be supported to create world-class research environments through meritocratic adjudication processes that offer fair access to appropriate levels of consistent funding for scientific inquiry. Our assessment thus far has not given us great confidence that these winning conditions are being created, let alone enhanced. (pp. 46-7 print; pp. 80-1 PDF)

I found one more interesting bit in the report, a dated list of Canadian science advice vehicles. Somewhat optimistically given the speed with which the initiative has moved forward, they’ve listed a Canadian chief science advisor for 2017 (p. 54 print; p. 88 PDF). Understandably, since it is a recommendation, they left out the NACRI, .

Again, here’s a link to the other parts:

INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research (Review of fundamental research final report) Commentaries

Part 1

Part 3

*’enty’ corrected to ‘entry’ and a link to Wilder Penfield’s Wikipedia entry was added on June 15, 2017.