Tag Archives: STEM

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

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

Is it possible to get past Hedy?

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

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

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

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

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

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

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

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

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

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

Patents and intellectual property

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Boxed text

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

Box 4.2
The FinTech Revolution

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Subregional R&D

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

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

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

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

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

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

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

Final comments

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

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

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

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

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

More stuff

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

The report can be found here.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Canada as Hedy Lamarr

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

A little history

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Bibliometrics, patents, and a survey

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

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

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

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

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

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

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

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

Good news

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

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

Don’t let your head get too big

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

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

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

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

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

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

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

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

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

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

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

The Hedy Lamarr treatment

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part 2

A SciArt Gallery @ Science Rendezvous call for artists and a SciFi and Fantasy screenplay contest and

I’ve got two ‘creativity’ opportunities, one for people working on an art/sci (sciart) project and another for people with scripts,

SciArt Gallery @ Science Rendezvous

This notice arrived in a January 31, 2018 email from the ArtSci Salon people in Toronto (Ontario, Canada),

Science Rendezvous is a free Canada‐wide outreach festival that spurs interest in scientific research among the general public and last year at U of T, we attracted over 30,000 guests! This year we are hosting our first science-inspired art gallery called the SciArt Gallery! We are actively recruiting artists for the gallery to display their science-inspired works! Painting, design, music, dance, theatre, textiles, ceramics: We welcome all artists to apply!

To apply and for more information, please visit: http://bit.ly/SciArtGallery2018

The open call deadline is Friday, February 23rd, 2018 at 11:59pm!

To learn more about Science Rendezvous and this year’s festival on Saturday, May 12th, please visit www.ScienceRendezvousUofT.ca.

So you know what you might be getting into, the About Science Rendezvous webpage has this to say about what the organization does and about its origins,

We work with Canada’s top research institutes to present a coast-to-coast open house and festival that is FREE for everyone. With over 300 events across 30 cities and 1000’s of mind-blowing activities, Science Rendezvous is Canada’s largest celebration of the amazing feats of science and engineering happening right here at home.

In 2017, more than 210,000 attendees participated in our unique brand of hands-on science, a new landmark for such events in Canada. Science Rendezvous is the only organization that generates this level of public engagement with science, and direct face-to-face involvement with those at the very frontiers of innovation.

This SATURDAY, MAY 12th 2018 [emphasis mine] over 6,000 of Canada’s greatest innovators, researchers, engineers, and scientists from 125 partner organizations will open their doors and close city streets to present exciting demonstrations, hands-on activities, and explosive experiments. From the physics of rock and roll to the chemistry of ice-cream, Science Rendezvous has something for everyone!

History

Science Rendezvous began as a joint program between the University of Toronto, Ryerson University, York University and the University of Ontario Institute of Technology (UOIT) in 2008. These founding partners saw the need to work together in order to launch an event of great enough scale and exciting content to engage the public in the vast wonders of science and engineering. Since that time, Science Rendezvous has grown to include 40 of Canada’s top research institutions and over 85 community partnerships across 30 cities in 10 provinces and 2 territories. Today, it is a marquee event and signature partner of Science Odyssey [Note: This is a government of Canada annual national “celebration of science, technology, engineering and mathematics, featuring fun and inspiring experiences in museums, research centres, laboratories and classrooms from coast to coast” which will run from May 11 – 20, 2018 this year], and is the single largest science festival in Canada.

Science Rendezvous is a science outreach pioneer in Canada. Offering direct engagement with 6,000 of Canada’s top researchers and scientists at 300 simultaneous events and 1000’s of hands-on experiments for the public to try themselves.

The Science Rendezvous head office acts as an umbrella organization that coordinates the efforts of all participating institutions, reinvents public engagement with science through festival programming, and offers direction for event organizers all while promoting both the festival and Canadian science on a national level.

To be clear, the call for sciart projects is from the physics department at the University of Toronto (U of T) and the deadline is February 23, 2018. I went to the U of T Science Rendezvous SciArt Gallery artist application page and found more details about the call,

The theme for SR 2018 is “Full S.T.E.A.M. Ahead!” – We’re placing an emphasis on the Art in S.T.E.M. [science, technology, engineering, and mathematics] this year and hosting our first and hopefully annual SciArt Gallery! We want to create a gallery full of science-inspired art and showcase the talent of our local Toronto artists! We hope that artists will be able to share their enthusiasm and teach visitors about how science inspired you to create and the science behind the art!

Artists will be permitted to sell their wares and will be provided with tents, chairs, volunteers, t-shirts, and lunch if accepted to the gallery. SR2018 is currently accepting applications for its SciArt Gallery taking place on Saturday, May 12, 2018 from 11am to 5pm.

There will be a $20 table deposit fee that will be refunded upon your attendance at SR. SR hopes to showcase science-inspired works of art and host workshops to allow artists to inspire kids and adults about their art medium.

*** Applications will close on Friday, February 23rd, 2018 at 11:59pm! ***

If you have any questions or concerns, please do not hesitate to contact us at uoftsr.sciartgallery@gmail.com

For more information and to keep up-to-date about the SciArt Gallery, please visit our:

Website: http://www.sciencerendezvousuoft.ca/
Facebook: https://www.facebook.com/UofTSR/

The name and photo associated with your Google account will be recorded when you upload files and submit this form.

I don’t know if you noticed but the application page specifies Toronto artists while the email did not. You may want to contact the organizers for more details. At a guess, they don’t want to fund any trips or accommodation for out-of-town artists but if you’re willing to self-fund they’ll consider your application.

One final thing worth mentioning, there may be opportunities in your home community. So, it may be worthwhile to check out the Science Rendezvous website.

SciFi and fantasy screenplay contest

I got this January 31, 2018 withoutabox.com announcement via email,

… the 4th Annual ScreenCraft Sci-Fi & Fantasy Screenplay Contest, an out of this world screenplay competition set to discover talented writers. The 2018 contest judges are Steven Douglas-Craig, Development at Sony Pictures, the studio behind Passengers, Ghostbusters, Men In Black, Resident Evil, and Spider-Man; Jonathan Wu, Development Executive at 20th Century Fox, the studio behind Avatar, X-Men, Another Earth, Rise Of The Planet Of The Apes, and Prometheus ; and Michael Doven, CEO of United Pictures, producer of such celebrated movies as Mission: Impossible, Vanilla Sky, Minority Report, and The Last Samurai.

The Grand Prize winner will receive a $1,000 USD cash award and personal introductions to producers, managers, agents and studio executives. Additionally, the top finalists will be circulated to ScreenCraft’s vetted network of over 60 producers, studio executives, managers and agents. Whether you’re writing a contained science fiction drama or an epic fantasy saga, ScreenCraft wants to read your sci-fi or fantasy feature film screenplay. Great science fiction explores the human condition against the backdrop of a heightened imagined world, impacted by technology and human creativity and imagination.

Past ScreenCraft winners have optioned their projects and signed with top representatives at top Hollywood companies including WME, CAA, 3Arts Entertainment, Anonymous Content, Paradigm Talent Agency, ICM, Bellevue Productions Zero Gravity Management, Kaplan/Perrone and many more.

UPCOMING DEADLINE
February 9, 2018 – Earlybird Deadline [March 30,2018 final deadline]

View submission details

MISSION AND OBJECTIVE
ScreenCraft’s screenwriting contests are dedicated to discovering talented screenwriters and connecting them with producers, agents and managers.

MORE ABOUT THE FESTIVAL
ScreenCraft runs a suite of screenwriting competitions that have a long history of getting writers represented and working. The secret is that ScreenCraft actually determines the winners with judges who work in the particular genre or space – real industry executives (not just readers). The winners get actual meetings with actual executives, so that a relationship forms beyond just a great script.

I checked for more details and found this (from the withoutabox.com 4th Annual ScreenCraft Sci-Fi & Fantasy Screenplay Contest Submission webpage),

RULES:
Submissions are accepted via electronic submission only, between January 10, 2018 and March 30, 2018.
Entry fee for each feature film screenplay is $49 until the early deadline on February 9, 2018, then $69 until the final deadline on March 30, 2018.
Optional feedback from a professional reader may be requested at the time of entry. Requests for feedback after an entry is submitted will not be accepted.
Screenplays must be a minimum of 75 pages and a maximum of 150 pages.
There is no limit to the number of projects you may submit.
Entries must be received on or before the deadline dates by 11:59PM Pacific Time, and submission fee payment must be made in full at time of the submission. All entry fees are non-refundable.
All submitted material must be original, and all rights must be wholly owned by the writer(s).
Material must be submitted by the writer. Material written by writing teams must be submitted by one of the writers, with consent of the other(s). All writers must be credited on title page.
If a writing team is chosen as a winner, prizes will be given to the person who submits the project. Each team is responsible for dividing or sharing the prize money.
Substitutions of either corrected pages or new drafts of the entered material will be allowed for a limited time with a $5 reentry fee through Coverfly. Please proofread your script carefully before submitting.
It is recommended that original material be registered with the WGA or The Library of Congress before submitting to any competition, however we do not require registration.
Contact info may be included on the cover page of the screenplay, however it is not required.
All ownership and rights to the scripts submitted to this contest remains with the original rights holders.

ELIGIBILITY:
All writers at least 18 years of age are eligible. However, a writer who has earned more than $50,000 (or equivalent currency) from professional writing services for film or TV in the preceding year is not. (Contest winnings not included.)
All persons from anywhere in the world are eligible; however the material submitted must be in English (occasional dialogue in other languages is acceptable, if subtitle translation is provided).
All material submitted to other competitions or contests are eligible for this contest.
There are no requirements as to when the material was written.
Screenplay and intellectual property must be wholly owned and submitted by the writer(s).
Material should be submitted in standard screenplay format, font, spacing and margin.
We have no preferences regarding title page content. Title and name of writer would suffice.
Entries for this competition are managed on the submission platform Coverfly.
Adaptations are ineligible unless the underlying rights are owned by the writer or the work is in the public domain.
Feature screenplays longer than 150 pages will not be eligible.
All material must be submitted electronically as a PDF or it will not be eligible.

You can find out more about ScreenCraft here.

To everyone: good luck!

Science Alive! is everywhere; #AskACurator is Sept. 13, 2017; and more

Researching a piece sometimes leads you to unexpected corners on the internet. This started with an announcement about #AskACurator on Twitter and Instagram in the August 30, 2017 issue (received via email) of What’s Up @ The Museums (from Ingenium or what was known as the Canada Science and Technology Museums Corporation).

Science Alive!

In trying to pad out the one announcement that might be of interest to people who don’t live near one of Canada’s science and technology museums, i.e., anyone who lives outside of Ottawa, Ontario, I checked out their fairly new (the first video in the series was posted in February 2016) science podcast series, Science Alive!

Despite reservations (I have very little interest in space exploration and even less in the Canadarm), I found the first video in the series quite engaging,

Of course, I had more questions but that’s the point o what is intended to be both an information and promotional video designed to attract visitors.

But, this is not the only Science Alive. Simon Fraser University (SFU) has a student-run, not-for-profit organization known as Science AL!VE, which runs summer camps and weekend clubs in British Columbia. (This SFU organization is part of Actua, “Canada’s largest STEM [science, technology, engineering, and mathematics] outreach organization. They have annual reports stretching back to 2010/11.)

There’s also a Science Alive with Living Things in Michigan, US and a science alive! in New Zealand, which “is a not-for-profit trust promoting science and technology worldwide.”

I had to stop there but there are more ‘science alive’ programmes out there.

#AskACurator

Here’s the announcement that started my Science Alive! adventure, from the August 30, 2017 issue (received via email) of What’s Up @ The Museums,

#AskACurator
September 13, 2017
September is more than back to school time – it’s Ask a Curator Time! Our Museums are excited to once again be among more than 1200 museums from 52 countries participating in #AskACurator Day on Wednesday September 13, 2017! Have a question for our curators?

Send your questions to @SciTechMuseum, @avspacemuseum or @AgMuseum!

#AskACurator is being organized by someone called Mar Dixon. Her website‘s About Me page (from the homepage, click on About Me)  lists current and past projects only. I can certainly appreciate why she might have done that. (IMO) Describing your education, past employers, achievements, etc., i.e., standard biographical information can get boring but the projects you’re working on or have worked on and are passionate about? Well, for some us it’s all about the work.

Here’s more about the Sept. 13, 2017 #AskACurator day on Twitter and Instagram,

This is the list of all museums who signed up so far. It is in alphabetical order by country. I’m updating this page every few days. If your museum isn’t on listed, use the sign up form.  If you are listed and can NOT take part in 2017 please contact me at mar@mardixon.com or @MarDixon on Twitter.

Please note:  @AskACurator is also on Instagram AND Twitter so feel free to use the tag on there!

How to take Part: Participants  Want to know how to Take Part? There’s an article for that! (Please note the date has changed!)

How to take Part: Museums  You might want to tell your followers the time your curator will be available.  Some museums write it on their events page, others leave it open to see what questions they receive.  However, to get your name out there – it helps to jump in to general questions and not just wait to be asked a specific question.  Some people will use the hashtag to ask questions such as how to know what to collect, what skills are needed, what are the unknowns of being a curator etc.  We also have a few #Askacurator people who have questions like ‘do you have a teddy bear in your collection’ or ‘what’s the funniest thing you heard in your museum’ etc.

Last updated August 29 2017
Museums taking part: 1421

Countries: 54

For anyone who’s never dealt with a curator, you might find this video where curator David Pantalony discusses a giant globe and what they did and didn’t include on the globe from Ingenium’s Science Alive! series informative,

Beakerhead Sept. 13 – 17, 2017 in Calgary

Here’s more about this year’s iteration of the event (from the Beakerhead attend page),

Mark your calendars for September 13 – 17, 2017 when Beakerhead takes over Calgary with a smash up of art, science and engineering both indoors and out! From citywide, pop-up engineered art galleries and flame-spitting, larger-than-life public art encounters to the entertaining science of … everything, there’s something for everyone!

With over 60 events and programs to choose from, Beakerhead has something for everyone – whether you define yourself as “creative” or “technical” in nature. In 2016 over 130,000 people took part, including a few actual astronauts!

In 2017, Beakerhead celebrates the ups and downs of experimentation and invention!
A special Canada 150 version of Beakerhead will see Calgary’s downtown core become a canvas for a larger-than-life interactive experience where participants will navigate to and from Beakerhead encounters å la Snakes and Ladders while we celebrate the ups and downs that mark the wild and bumpy ride of invention and creativity.

Events, experiments and programs that make up the five day spectacle include:

  • Snakes and Ladders: An interactive experience that encourages exploration of the city (and human ingenuity) through delightfully engineered public art installations.
  • Workshops and talks: explore the science of scent, play with your food, immerse yourself in the laboratory of life!
  • Four to Six: A street party on Stephen Avenue where science gets social.
  • Ticketed events: Command to be entertained by world famous (and soon-to-be-famous) inventors, scientists, performers (and maybe even an animal or two!)
  • Ingenuity challenges: In that past, Beakerhead has pit catapult teams against each other – this year expect a new high-reaching competition!
  • Community programs: Beakerhead becomes a stage for over 100 collaborating organizations, both large and small, to show off their discoveries and creativity through events and programs of their own. Learn how you can take part, too!
  • School tours, talks, and challenges: Beakerhead engages 25,000 students each year.

The Beakerhead events page is overwhelming and I suggest the unitiated scrol down to the Highlights section where you can find out more about the organization, find a programme announcement which allows you to orient yourself (somewhat), and more.

European Science Open Forum (ESOF) 2018

This science shindig comes along every two years. The last one was in Manchester, UK in 2016 and now it’s time to gear up for Toulouse, France in 2018 (from the ESOF July 2017 newsletter received via email),

ESOF 2018 in Toulouse.
Save the date! One year to go.

The next EuroScience Open Forum, ESOF 2018 will be held in Toulouse, France, 9-14 July 2018 in just one year from now!
Save the dates and plan your visit to the European City of Science 2018, with the ESOF 2018 motto: « Sharing Science: towards new horizons! »

With more than 300 sessions proposed in the first call for scientific sessions on 10 themes and 4 cross-cutting domains covering all sciences, the programme promises to be attractive and a major crossroad of debates on the future of science and how to share it.

Keep an eye on ongoing and future calls: www.esof.eu

Key dates:
Call for Scientific sessions: February -June 2017
Call for Science in the City Festival initiatives: June – September 2017
Call for Careers & Science to Business sessions: July – October 2017
Call for posters and interactive presentations: October 2017 – January 2018

Consider that
– ESOF is the largest interdisciplinary science event in Europe.
– ESOF is a cross-road for exchange between scientists, students, policy makers, innovators, industry managers and science media.
– 2018 is a key year for the preparation of the next framework programme [major seven-year European Union science funding programme; the current such programme is Horizon 2020, which stated in 2013] for research and innovation of the European Union and key discussions will occur at ESOF 2018.

And that
– Toulouse, the Capital of Occitania, in Southern France and the Capital of aeronautics and space research will surprise you with the many facets of its culture and scientific domains.
– And is both a historical and modern lively City, home of 120 000 students!

We are eager to share this event with you and are sure you will make it a wonderful success!

Dr Anne Cambon-Thomsen
ESOF 2018 Champion

You can find out more about ESOF on the website’s About page,

ESOF (EuroScience Open Forum) is the largest interdisciplinary science meeting in Europe. It is dedicated to scientific research and innovation and offers a unique framework for interaction and debate for scientists, innovators, policy makers, business people and the general public.

Created in 2004 by EuroScience, this biennial European forum brings together over 4 000 researchers, educators, business actors, policy makers and journalists from all over the world to discuss breakthroughs in science. More than 40% of the participants are students and young researchers.

The 8th edition of ESOF will take place in Toulouse, France, from 9 till 14 July 2018.

ESOF figures

4000+ delegates from 80+ countries
400+ journalists and science communicators
150+ conferences, workshops and scientific sessions
200+ events open to the general public, attended by more than 35 000 participants

What to expect at ESOF?

Taking part in ESOF is a unique opportunity to:

  • further knowledge on the challenges and breakthroughs in research, innovation and their relation to society;
  • create links, exchange and debate with leaders of the scientific community worldwide in an interdisciplinary context;
  • communicate the latest news on scientific research and innovation to an international audience;
  • develop a network in view of building a research career.

Find out more about ESOF and EuroScience: www.euroscience.org

I can’t find an overarching theme for the event or any promotional videos but there is this: Robots and humans : How do they cooperate ? 5Th preparatory meeting ESOF 2018 video (running time: 1 hour and 41 mins.) The title is if nothing else an intriguing hint of what ESOF 2018 may hold.

I also checked out the Science in the City Festival (formerly City of Science) and found information for this previously mentioned call,

Parallel to the EuroScience Open Forum, the Science in the City Festival will invest the city and its surroundings.

As a free event, Science in the City Festival is aimed at people of all ages who are curious about science and innovation.

If you wish to be part of the Science in the City programme, please send your proposals for our call for initiatives by filling this online form.

Deadline: 30th September 2017

Call for initiatives for the Science in the City Festival(PDF)

The online form lists a set of ESOF 2018 themes or stems or topics,

If it helps, Toulouse is known as ‘la Ville Rose’ or Pink City.

That’s it for this roundup of ‘sciencish’ bits.

The Canadian science scene and the 2017 Canadian federal budget

There’s not much happening in the 2017-18 budget in terms of new spending according to Paul Wells’ March 22, 2017 article for TheStar.com,

This is the 22nd or 23rd federal budget I’ve covered. And I’ve never seen the like of the one Bill Morneau introduced on Wednesday [March 22, 2017].

Not even in the last days of the Harper Conservatives did a budget provide for so little new spending — $1.3 billion in the current budget year, total, in all fields of government. That’s a little less than half of one per cent of all federal program spending for this year.

But times are tight. The future is a place where we can dream. So the dollars flow more freely in later years. In 2021-22, the budget’s fifth planning year, new spending peaks at $8.2 billion. Which will be about 2.4 per cent of all program spending.

He’s not alone in this 2017 federal budget analysis; CBC (Canadian Broadcasting Corporation) pundits, Chantal Hébert, Andrew Coyne, and Jennifer Ditchburn said much the same during their ‘At Issue’ segment of the March 22, 2017 broadcast of The National (news).

Before I focus on the science and technology budget, here are some general highlights from the CBC’s March 22, 2017 article on the 2017-18 budget announcement (Note: Links have been removed,

Here are highlights from the 2017 federal budget:

  • Deficit: $28.5 billion, up from $25.4 billion projected in the fall.
  • Trend: Deficits gradually decline over next five years — but still at $18.8 billion in 2021-22.
  • Housing: $11.2 billion over 11 years, already budgeted, will go to a national housing strategy.
  • Child care: $7 billion over 10 years, already budgeted, for new spaces, starting 2018-19.
  • Indigenous: $3.4 billion in new money over five years for infrastructure, health and education.
  • Defence: $8.4 billion in capital spending for equipment pushed forward to 2035.
  • Care givers: New care-giving benefit up to 15 weeks, starting next year.
  • Skills: New agency to research and measure skills development, starting 2018-19.
  • Innovation: $950 million over five years to support business-led “superclusters.”
  • Startups: $400 million over three years for a new venture capital catalyst initiative.
  • AI: $125 million to launch a pan-Canadian Artificial Intelligence Strategy.
  • Coding kids: $50 million over two years for initiatives to teach children to code.
  • Families: Option to extend parental leave up to 18 months.
  • Uber tax: GST to be collected on ride-sharing services.
  • Sin taxes: One cent more on a bottle of wine, five cents on 24 case of beer.
  • Bye-bye: No more Canada Savings Bonds.
  • Transit credit killed: 15 per cent non-refundable public transit tax credit phased out this year.

You can find the entire 2017-18 budget here.

Science and the 2017-18 budget

For anyone interested in the science news, you’ll find most of that in the 2017 budget’s Chapter 1 — Skills, Innovation and Middle Class jobs. As well, Wayne Kondro has written up a précis in his March 22, 2017 article for Science (magazine),

Finance officials, who speak on condition of anonymity during the budget lock-up, indicated the budgets of the granting councils, the main source of operational grants for university researchers, will be “static” until the government can assess recommendations that emerge from an expert panel formed in 2015 and headed by former University of Toronto President David Naylor to review basic science in Canada [highlighted in my June 15, 2016 posting ; $2M has been allocated for the advisor and associated secretariat]. Until then, the officials said, funding for the Natural Sciences and Engineering Research Council of Canada (NSERC) will remain at roughly $848 million, whereas that for the Canadian Institutes of Health Research (CIHR) will remain at $773 million, and for the Social Sciences and Humanities Research Council [SSHRC] at $547 million.

NSERC, though, will receive $8.1 million over 5 years to administer a PromoScience Program that introduces youth, particularly unrepresented groups like Aboriginal people and women, to science, technology, engineering, and mathematics through measures like “space camps and conservation projects.” CIHR, meanwhile, could receive modest amounts from separate plans to identify climate change health risks and to reduce drug and substance abuse, the officials added.

… Canada’s Innovation and Skills Plan, would funnel $600 million over 5 years allocated in 2016, and $112.5 million slated for public transit and green infrastructure, to create Silicon Valley–like “super clusters,” which the budget defined as “dense areas of business activity that contain large and small companies, post-secondary institutions and specialized talent and infrastructure.” …

… The Canadian Institute for Advanced Research will receive $93.7 million [emphasis mine] to “launch a Pan-Canadian Artificial Intelligence Strategy … (to) position Canada as a world-leading destination for companies seeking to invest in artificial intelligence and innovation.”

… Among more specific measures are vows to: Use $87.7 million in previous allocations to the Canada Research Chairs program to create 25 “Canada 150 Research Chairs” honoring the nation’s 150th year of existence, provide $1.5 million per year to support the operations of the office of the as-yet-unappointed national science adviser [see my Dec. 7, 2016 post for information about the job posting, which is now closed]; provide $165.7 million [emphasis mine] over 5 years for the nonprofit organization Mitacs to create roughly 6300 more co-op positions for university students and grads, and provide $60.7 million over five years for new Canadian Space Agency projects, particularly for Canadian participation in the National Aeronautics and Space Administration’s next Mars Orbiter Mission.

Kondros was either reading an earlier version of the budget or made an error regarding Mitacs (from the budget in the “A New, Ambitious Approach to Work-Integrated Learning” subsection),

Mitacs has set an ambitious goal of providing 10,000 work-integrated learning placements for Canadian post-secondary students and graduates each year—up from the current level of around 3,750 placements. Budget 2017 proposes to provide $221 million [emphasis mine] over five years, starting in 2017–18, to achieve this goal and provide relevant work experience to Canadian students.

As well, the budget item for the Pan-Canadian Artificial Intelligence Strategy is $125M.

Moving from Kondros’ précis, the budget (in the “Positioning National Research Council Canada Within the Innovation and Skills Plan” subsection) announces support for these specific areas of science,

Stem Cell Research

The Stem Cell Network, established in 2001, is a national not-for-profit organization that helps translate stem cell research into clinical applications, commercial products and public policy. Its research holds great promise, offering the potential for new therapies and medical treatments for respiratory and heart diseases, cancer, diabetes, spinal cord injury, multiple sclerosis, Crohn’s disease, auto-immune disorders and Parkinson’s disease. To support this important work, Budget 2017 proposes to provide the Stem Cell Network with renewed funding of $6 million in 2018–19.

Space Exploration

Canada has a long and proud history as a space-faring nation. As our international partners prepare to chart new missions, Budget 2017 proposes investments that will underscore Canada’s commitment to innovation and leadership in space. Budget 2017 proposes to provide $80.9 million on a cash basis over five years, starting in 2017–18, for new projects through the Canadian Space Agency that will demonstrate and utilize Canadian innovations in space, including in the field of quantum technology as well as for Mars surface observation. The latter project will enable Canada to join the National Aeronautics and Space Administration’s (NASA’s) next Mars Orbiter Mission.

Quantum Information

The development of new quantum technologies has the potential to transform markets, create new industries and produce leading-edge jobs. The Institute for Quantum Computing is a world-leading Canadian research facility that furthers our understanding of these innovative technologies. Budget 2017 proposes to provide the Institute with renewed funding of $10 million over two years, starting in 2017–18.

Social Innovation

Through community-college partnerships, the Community and College Social Innovation Fund fosters positive social outcomes, such as the integration of vulnerable populations into Canadian communities. Following the success of this pilot program, Budget 2017 proposes to invest $10 million over two years, starting in 2017–18, to continue this work.

International Research Collaborations

The Canadian Institute for Advanced Research (CIFAR) connects Canadian researchers with collaborative research networks led by eminent Canadian and international researchers on topics that touch all humanity. Past collaborations facilitated by CIFAR are credited with fostering Canada’s leadership in artificial intelligence and deep learning. Budget 2017 proposes to provide renewed and enhanced funding of $35 million over five years, starting in 2017–18.

Earlier this week, I highlighted Canada’s strength in the field of regenerative medicine, specifically stem cells in a March 21, 2017 posting. The $6M in the current budget doesn’t look like increased funding but rather a one-year extension. I’m sure they’re happy to receive it  but I imagine it’s a little hard to plan major research projects when you’re not sure how long your funding will last.

As for Canadian leadership in artificial intelligence, that was news to me. Here’s more from the budget,

Canada a Pioneer in Deep Learning in Machines and Brains

CIFAR’s Learning in Machines & Brains program has shaken up the field of artificial intelligence by pioneering a technique called “deep learning,” a computer technique inspired by the human brain and neural networks, which is now routinely used by the likes of Google and Facebook. The program brings together computer scientists, biologists, neuroscientists, psychologists and others, and the result is rich collaborations that have propelled artificial intelligence research forward. The program is co-directed by one of Canada’s foremost experts in artificial intelligence, the Université de Montréal’s Yoshua Bengio, and for his many contributions to the program, the University of Toronto’s Geoffrey Hinton, another Canadian leader in this field, was awarded the title of Distinguished Fellow by CIFAR in 2014.

Meanwhile, from chapter 1 of the budget in the subsection titled “Preparing for the Digital Economy,” there is this provision for children,

Providing educational opportunities for digital skills development to Canadian girls and boys—from kindergarten to grade 12—will give them the head start they need to find and keep good, well-paying, in-demand jobs. To help provide coding and digital skills education to more young Canadians, the Government intends to launch a competitive process through which digital skills training organizations can apply for funding. Budget 2017 proposes to provide $50 million over two years, starting in 2017–18, to support these teaching initiatives.

I wonder if BC Premier Christy Clark is heaving a sigh of relief. At the 2016 #BCTECH Summit, she announced that students in BC would learn to code at school and in newly enhanced coding camp programmes (see my Jan. 19, 2016 posting). Interestingly, there was no mention of additional funding to support her initiative. I guess this money from the federal government comes at a good time as we will have a provincial election later this spring where she can announce the initiative again and, this time, mention there’s money for it.

Attracting brains from afar

Ivan Semeniuk in his March 23, 2017 article (for the Globe and Mail) reads between the lines to analyze the budget’s possible impact on Canadian science,

But a between-the-lines reading of the budget document suggests the government also has another audience in mind: uneasy scientists from the United States and Britain.

The federal government showed its hand at the 2017 #BCTECH Summit. From a March 16, 2017 article by Meera Bains for the CBC news online,

At the B.C. tech summit, Navdeep Bains, Canada’s minister of innovation, said the government will act quickly to fast track work permits to attract highly skilled talent from other countries.

“We’re taking the processing time, which takes months, and reducing it to two weeks for immigration processing for individuals [who] need to come here to help companies grow and scale up,” Bains said.

“So this is a big deal. It’s a game changer.”

That change will happen through the Global Talent Stream, a new program under the federal government’s temporary foreign worker program.  It’s scheduled to begin on June 12, 2017.

U.S. companies are taking notice and a Canadian firm, True North, is offering to help them set up shop.

“What we suggest is that they think about moving their operations, or at least a chunk of their operations, to Vancouver, set up a Canadian subsidiary,” said the company’s founder, Michael Tippett.

“And that subsidiary would be able to house and accommodate those employees.”

Industry experts says while the future is unclear for the tech sector in the U.S., it’s clear high tech in B.C. is gearing up to take advantage.

US business attempts to take advantage of Canada’s relative stability and openness to immigration would seem to be the motive for at least one cross border initiative, the Cascadia Urban Analytics Cooperative. From my Feb. 28, 2017 posting,

There was some big news about the smallest version of the Cascadia region on Thursday, Feb. 23, 2017 when the University of British Columbia (UBC) , the University of Washington (state; UW), and Microsoft announced the launch of the Cascadia Urban Analytics Cooperative. From the joint Feb. 23, 2017 news release (read on the UBC website or read on the UW website),

In an expansion of regional cooperation, the University of British Columbia and the University of Washington today announced the establishment of the Cascadia Urban Analytics Cooperative to use data to help cities and communities address challenges from traffic to homelessness. The largest industry-funded research partnership between UBC and the UW, the collaborative will bring faculty, students and community stakeholders together to solve problems, and is made possible thanks to a $1-million gift from Microsoft.

Today’s announcement follows last September’s [2016] Emerging Cascadia Innovation Corridor Conference in Vancouver, B.C. The forum brought together regional leaders for the first time to identify concrete opportunities for partnerships in education, transportation, university research, human capital and other areas.

A Boston Consulting Group study unveiled at the conference showed the region between Seattle and Vancouver has “high potential to cultivate an innovation corridor” that competes on an international scale, but only if regional leaders work together. The study says that could be possible through sustained collaboration aided by an educated and skilled workforce, a vibrant network of research universities and a dynamic policy environment.

It gets better, it seems Microsoft has been positioning itself for a while if Matt Day’s analysis is correct (from my Feb. 28, 2017 posting),

Matt Day in a Feb. 23, 2017 article for the The Seattle Times provides additional perspective (Note: Links have been removed),

Microsoft’s effort to nudge Seattle and Vancouver, B.C., a bit closer together got an endorsement Thursday [Feb. 23, 2017] from the leading university in each city.

The partnership has its roots in a September [2016] conference in Vancouver organized by Microsoft’s public affairs and lobbying unit [emphasis mine.] That gathering was aimed at tying business, government and educational institutions in Microsoft’s home region in the Seattle area closer to its Canadian neighbor.

Microsoft last year [2016] opened an expanded office in downtown Vancouver with space for 750 employees, an outpost partly designed to draw to the Northwest more engineers than the company can get through the U.S. guest worker system [emphasis mine].

This was all prior to President Trump’s legislative moves in the US, which have at least one Canadian observer a little more gleeful than I’m comfortable with. From a March 21, 2017 article by Susan Lum  for CBC News online,

U.S. President Donald Trump’s efforts to limit travel into his country while simultaneously cutting money from science-based programs provides an opportunity for Canada’s science sector, says a leading Canadian researcher.

“This is Canada’s moment. I think it’s a time we should be bold,” said Alan Bernstein, president of CIFAR [which on March 22, 2017 was awarded $125M to launch the Pan Canada Artificial Intelligence Strategy in the Canadian federal budget announcement], a global research network that funds hundreds of scientists in 16 countries.

Bernstein believes there are many reasons why Canada has become increasingly attractive to scientists around the world, including the political climate in the United States and the Trump administration’s travel bans.

Thankfully, Bernstein calms down a bit,

“It used to be if you were a bright young person anywhere in the world, you would want to go to Harvard or Berkeley or Stanford, or what have you. Now I think you should give pause to that,” he said. “We have pretty good universities here [emphasis mine]. We speak English. We’re a welcoming society for immigrants.”​

Bernstein cautions that Canada should not be seen to be poaching scientists from the United States — but there is an opportunity.

“It’s as if we’ve been in a choir of an opera in the back of the stage and all of a sudden the stars all left the stage. And the audience is expecting us to sing an aria. So we should sing,” Bernstein said.

Bernstein said the federal government, with this week’s so-called innovation budget, can help Canada hit the right notes.

“Innovation is built on fundamental science, so I’m looking to see if the government is willing to support, in a big way, fundamental science in the country.”

Pretty good universities, eh? Thank you, Dr. Bernstein, for keeping some of the boosterism in check. Let’s leave the chest thumping to President Trump and his cronies.

Ivan Semeniuk’s March 23, 2017 article (for the Globe and Mail) provides more details about the situation in the US and in Britain,

Last week, Donald Trump’s first budget request made clear the U.S. President would significantly reduce or entirely eliminate research funding in areas such as climate science and renewable energy if permitted by Congress. Even the National Institutes of Health, which spearheads medical research in the United States and is historically supported across party lines, was unexpectedly targeted for a $6-billion (U.S.) cut that the White House said could be achieved through “efficiencies.”

In Britain, a recent survey found that 42 per cent of academics were considering leaving the country over worries about a less welcoming environment and the loss of research money that a split with the European Union is expected to bring.

In contrast, Canada’s upbeat language about science in the budget makes a not-so-subtle pitch for diversity and talent from abroad, including $117.6-million to establish 25 research chairs with the aim of attracting “top-tier international scholars.”

For good measure, the budget also includes funding for science promotion and $2-million annually for Canada’s yet-to-be-hired Chief Science Advisor, whose duties will include ensuring that government researchers can speak freely about their work.

“What we’ve been hearing over the last few months is that Canada is seen as a beacon, for its openness and for its commitment to science,” said Ms. Duncan [Kirsty Duncan, Minister of Science], who did not refer directly to either the United States or Britain in her comments.

Providing a less optimistic note, Erica Alini in her March 22, 2017 online article for Global News mentions a perennial problem, the Canadian brain drain,

The budget includes a slew of proposed reforms and boosted funding for existing training programs, as well as new skills-development resources for unemployed and underemployed Canadians not covered under current EI-funded programs.

There are initiatives to help women and indigenous people get degrees or training in science, technology, engineering and mathematics (the so-called STEM subjects) and even to teach kids as young as kindergarten-age to code.

But there was no mention of how to make sure Canadians with the right skills remain in Canada, TD’s DePratto {Toronto Dominion Bank} Economics; TD is currently experiencing a scandal {March 13, 2017 Huffington Post news item}] told Global News.

Canada ranks in the middle of the pack compared to other advanced economies when it comes to its share of its graduates in STEM fields, but the U.S. doesn’t shine either, said DePratto [Brian DePratto, senior economist at TD .

The key difference between Canada and the U.S. is the ability to retain domestic talent and attract brains from all over the world, he noted.

To be blunt, there may be some opportunities for Canadian science but it does well to remember (a) US businesses have no particular loyalty to Canada and (b) all it takes is an election to change any perceived advantages to disadvantages.

Digital policy and intellectual property issues

Dubbed by some as the ‘innovation’ budget (official title:  Building a Strong Middle Class), there is an attempt to address a longstanding innovation issue (from a March 22, 2017 posting by Michael Geist on his eponymous blog (Note: Links have been removed),

The release of today’s [march 22, 2017] federal budget is expected to include a significant emphasis on innovation, with the government revealing how it plans to spend (or re-allocate) hundreds of millions of dollars that is intended to support innovation. Canada’s dismal innovation record needs attention, but spending our way to a more innovative economy is unlikely to yield the desired results. While Navdeep Bains, the Innovation, Science and Economic Development Minister, has talked for months about the importance of innovation, Toronto Star columnist Paul Wells today delivers a cutting but accurate assessment of those efforts:

“This government is the first with a minister for innovation! He’s Navdeep Bains. He frequently posts photos of his meetings on Twitter, with the hashtag “#innovation.” That’s how you know there is innovation going on. A year and a half after he became the minister for #innovation, it’s not clear what Bains’s plans are. It’s pretty clear that within the government he has less than complete control over #innovation. There’s an advisory council on economic growth, chaired by the McKinsey guru Dominic Barton, which periodically reports to the government urging more #innovation.

There’s a science advisory panel, chaired by former University of Toronto president David Naylor, that delivered a report to Science Minister Kirsty Duncan more than three months ago. That report has vanished. One presumes that’s because it offered some advice. Whatever Bains proposes, it will have company.”

Wells is right. Bains has been very visible with plenty of meetings and public photo shoots but no obvious innovation policy direction. This represents a missed opportunity since Bains has plenty of policy tools at his disposal that could advance Canada’s innovation framework without focusing on government spending.

For example, Canada’s communications system – wireless and broadband Internet access – falls directly within his portfolio and is crucial for both business and consumers. Yet Bains has been largely missing in action on the file. He gave approval for the Bell – MTS merger that virtually everyone concedes will increase prices in the province and make the communications market less competitive. There are potential policy measures that could bring new competitors into the market (MVNOs [mobile virtual network operators] and municipal broadband) and that could make it easier for consumers to switch providers (ban on unlocking devices). Some of this falls to the CRTC, but government direction and emphasis would make a difference.

Even more troubling has been his near total invisibility on issues relating to new fees or taxes on Internet access and digital services. Canadian Heritage Minister Mélanie Joly has taken control of the issue with the possibility that Canadians could face increased costs for their Internet access or digital services through mandatory fees to contribute to Canadian content.  Leaving aside the policy objections to such an approach (reducing affordable access and the fact that foreign sources now contribute more toward Canadian English language TV production than Canadian broadcasters and distributors), Internet access and e-commerce are supposed to be Bains’ issue and they have a direct connection to the innovation file. How is it possible for the Innovation, Science and Economic Development Minister to have remained silent for months on the issue?

Bains has been largely missing on trade related innovation issues as well. My Globe and Mail column today focuses on a digital-era NAFTA, pointing to likely U.S. demands on data localization, data transfers, e-commerce rules, and net neutrality.  These are all issues that fall under Bains’ portfolio and will impact investment in Canadian networks and digital services. There are innovation opportunities for Canada here, but Bains has been content to leave the policy issues to others, who will be willing to sacrifice potential gains in those areas.

Intellectual property policy is yet another area that falls directly under Bains’ mandate with an obvious link to innovation, but he has done little on the file. Canada won a huge NAFTA victory late last week involving the Canadian patent system, which was challenged by pharmaceutical giant Eli Lilly. Why has Bains not promoted the decision as an affirmation of how Canada’s intellectual property rules?

On the copyright front, the government is scheduled to conduct a review of the Copyright Act later this year, but it is not clear whether Bains will take the lead or again cede responsibility to Joly. The Copyright Act is statutorily under the Industry Minister and reform offers the chance to kickstart innovation. …

For anyone who’s not familiar with this area, innovation is often code for commercialization of science and technology research efforts. These days, digital service and access policies and intellectual property policies are all key to research and innovation efforts.

The country that’s most often (except in mainstream Canadian news media) held up as an example of leadership in innovation is Estonia. The Economist profiled the country in a July 31, 2013 article and a July 7, 2016 article on apolitical.co provides and update.

Conclusions

Science monies for the tri-council science funding agencies (NSERC, SSHRC, and CIHR) are more or less flat but there were a number of line items in the federal budget which qualify as science funding. The $221M over five years for Mitacs, the $125M for the Pan-Canadian Artificial Intelligence Strategy, additional funding for the Canada research chairs, and some of the digital funding could also be included as part of the overall haul. This is in line with the former government’s (Stephen Harper’s Conservatives) penchant for keeping the tri-council’s budgets under control while spreading largesse elsewhere (notably the Perimeter Institute, TRIUMF [Canada’s National Laboratory for Particle and Nuclear Physics], and, in the 2015 budget, $243.5-million towards the Thirty Metre Telescope (TMT) — a massive astronomical observatory to be constructed on the summit of Mauna Kea, Hawaii, a $1.5-billion project). This has lead to some hard feelings in the past with regard to ‘big science’ projects getting what some have felt is an undeserved boost in finances while the ‘small fish’ are left scrabbling for the ever-diminishing (due to budget cuts in years past and inflation) pittances available from the tri-council agencies.

Mitacs, which started life as a federally funded Network Centre for Excellence focused on mathematics, has since shifted focus to become an innovation ‘champion’. You can find Mitacs here and you can find the organization’s March 2016 budget submission to the House of Commons Standing Committee on Finance here. At the time, they did not request a specific amount of money; they just asked for more.

The amount Mitacs expects to receive this year is over $40M which represents more than double what they received from the federal government and almost of 1/2 of their total income in the 2015-16 fiscal year according to their 2015-16 annual report (see p. 327 for the Mitacs Statement of Operations to March 31, 2016). In fact, the federal government forked over $39,900,189. in the 2015-16 fiscal year to be their largest supporter while Mitacs’ total income (receipts) was $81,993,390.

It’s a strange thing but too much money, etc. can be as bad as too little. I wish the folks Mitacs nothing but good luck with their windfall.

I don’t see anything in the budget that encourages innovation and investment from the industrial sector in Canada.

Finallyl, innovation is a cultural issue as much as it is a financial issue and having worked with a number of developers and start-up companies, the most popular business model is to develop a successful business that will be acquired by a large enterprise thereby allowing the entrepreneurs to retire before the age of 30 (or 40 at the latest). I don’t see anything from the government acknowledging the problem let alone any attempts to tackle it.

All in all, it was a decent budget with nothing in it to seriously offend anyone.

STEAM (science, technology, engineering, arts, and mathematics) at Marvel Comics

Thanks to David Bruggeman’s Aug. 20, 2016 posting on his Pasco Phronesis blog for this tidbit from Marvel Comics (Note: A link has been removed),

This week Marvel announced that several of its titles will have STEAM-themed variant covers.  Readers are likely familiar with the STEM acronym – science, technology, engineering and math.  STEAM adds art to the acronym, and can be favored by some advocates (who are generally objecting to the crowding out of many subjects in American education).

In November [2016] Marvel will issue variant covers for five of its titles, each one corresponding to a category in STEAM. …

An Aug. 19, 2016 article by Xavier Harding for Popular Science provides more information and preview images for the covers,

Marvel heroes are no strangers to science. Characters like Bruce Banner, Peter Parker, Reed Richards and many more all have ties in science as either part-time, or full-time, scientists. Keeping with their science-based roots, Marvel’s latest crop of characters are engaging in the science fun as well.

In an attempt to spark interest in math and the sciences amongst readers, Marvel will introduce STEAM variant covers. Each cover will represent one of the themes relating to science, technology, engineering, arts and mathematics. The education-themed Marvel covers will hit stands November 2016.

In a statement issued by Marvel, senior vice president of sales & marketing David Gabriel mentions how Marvel’s characters have inspired fans for ages. “With our new STEAM variants, we plan to continue to motivate our fans to explore their passions in the fields of science, technology, engineering, art, and math,” said Gabriel, “and present these disciplines through some of our favorite young heroes who are doing just that – following their dreams and preparing for the challenges that await them ahead.”

Moon Girl: Science

Moon Girl Marvel STEAM cover

Marvel

The Moon Girl, Lunella Lafayette, covers Marvel’s STEAM-branded issue.

*Iron*-Man Cover: Engineering

Ironheart

Marvel

Invincible Iron Man

Riri Williams will be know known as Ironheart

Champions Cover: Arts

Marvel STEAM branded cover

Marvel

Marvel STEAM branded cover

Starring Spider-Man, Ms. Marvel, Nova, Incredible Hulk, Viv and teenage Cyclops, this cover offers the Arts in STEAM.

I miss the days when you could find comic books at drugstores. In order to find these, I’ll have to make a special effort.

*’ron’ changed to ‘Iron’ on Sept. 14, 2016.

Movies and science, science, science (Part 2 of 2)

Part 1 concerned the soon-to-be-released movie, Hidden Figures and a film which has yet to start production, Photograph 51 (about Rosalind Franklin and the discovery of the double helix structure DNA [deoxyribonucleic acid]). Now for Part 2:

A matter of blood, Theranos, and Elizabeth Holmes

A few months ago, a friend asked me if I’d heard of Theranos. Given that I have featured various kinds of cutting edge diagnostic tests here, it was a fair enough question. Some  of my first questions to her were about the science. My friend had read about the situation in The Economist where the focus of the story (which I later read) was about venture capital. I got back to my friend and said that if they hadn’t published any scientific papers, I most likely would not have stumbled across them. Since then I’ve heard much more about Theranos but it seems there’s not much scientific information to be had from the company.

Reportedly, US film star Jennifer Lawrence is set to star, from a June 10, 2016 posting by Lainey (at Lainey Gossip; Note: A link has been removed),

Deadline reported yesterday [June 9, 2016] that Jennifer Lawrence will star in Adam McKay’s upcoming film about Elizabeth Holmes and Theranos. Elizabeth Holmes was basically the Jennifer Lawrence of Silicon Valley after inventing what she claimed to be a revolutionary blood testing system. Instead of submitting full vials of blood for limited testing, her product promised more efficiency and quicker results with just a pinprick. You can imagine how that would change the health care industry.

Last year, The Wall Street Journal investigated the viability of Theranos’s business plan, exposing major problems in the company’s infrastructure. Elizabeth Holmes went from being called the world’s youngest self-made female billionaire, the millennial in a turtleneck, to a possible fraud. It’s a fascinating story. …

In a July 16, 2016 article The Economist provides an update to the evolving Theranos/Holmes story,

FIRST they think you’re crazy, then they fight you, and then all of the sudden you change the world,” said Elizabeth Holmes as troubles mounted for her blood-testing startup, Theranos, last year. Things look ever less likely to go beyond the fighting stage.

On July 7th [2016] a government regulator, the Centres for Medicare and Medicaid Services, said Ms Holmes would be barred from owning or running a laboratory for two years. It will also revoke her company’s licence to operate one of two laboratories where it conducts tests. As The Economist went to press the firm was due to reply to a letter from Congress, which asked how, exactly, Theranos is going to handle the tens of thousands of patients who were given incorrect test results. Even so, Ms Holmes looks set to remain in position even as the situation deteriorates around a firm that once commanded a multi-billion-dollar valuation.

These may be some of the last twists in a story which will be turned into a Hollywood film by the director of “The Big Short”.

For anyone wondering how a movie could be made when the story has come to any kind of resolution, there’s this from a June 24, 2016 posting by David Bruggeman for his Pasco Phronesis blog (Note: Links have been removed),

Since last I wrote about a possible film about the medical device/testing company Theranos, a studio has successfully bid on the project.  Legendary Studios won an auction on the film rights, beating out 9 other offers on the project, which has Jennifer Lawrence attached to star as Theranos CEO Elizabeth Holmes.  Adam McKay would write the script and direct the project, duplicating his roles on the Oscar-nominated film The Big Short.  The film now has a preliminary title of Bad Blood.  It is certainly too early to tell if the Taylor Swift song of the same name will be used in the movie.

While getting a studio offer is important to the film getting produced, what is perhaps as interesting to our readers is that a book is connected to the film deal.  Two-time Pulitzer-prize winning writer John Carreyrou, who has written extensively on Theranos in The Wall Street Journal, will be writing a book that (presumably) serves as the basis for the script.  This follows the development arc for The Big Short, for which McKay shares an Adapted Screenplay Oscar (in addition to his nomination for directing the film)

So, are they going to wait until Holmes is either finally vindicated or vilified before going to film? Meanwhile, Holmes continues in a quest to save her company (from an Aug. 1, 2016 article for Fast Company by Christina Farr titled: Scientists Wanted Transparency From Theranos, But Got A Product Launch Instead (Note: A link has been removed),

Theranos once promised to revolutionize the blood testing industry. But its methodology remains secretive, despite calls for transparency from the scientific community. Now, it is facing federal investigations, private litigation, voided tests, and its CEO, Elizabeth Holmes, is banned from operating a lab for two years.

But all that was entirely glossed over today at the company’s much-awaited first presentation to the scientific community at the American Association for Clinical Chemistry’s conference in Philadelphia.

In an hour-long presentation (you can review the slides here), Holmes failed to discuss the fate of the company’s proprietary blood-testing technology, Edison, or address any of the controversy. Instead, she skipped right to pitching a new product, dubbed the MiniLab.

In fairness to Theranos, this was a positive step as the company did provide some internal data to show that the company could perform a small number of tests. But despite that, many took to social media to protest its failure to address and acknowledge its shortcomings before moving on to a new product.

“Clearly, the scientific and medical community was hoping for a data-driven discussion today, and instead got a new product announcement,” says John Torous, a psychiatrist and clinical informatics fellow at Harvard Medical School.

In an emailed response to Fast Company, a Theranos company spokesperson did not say whether components of Edison would be used in the miniLAB, but instead stressed that it’s one early iteration of the technology. “The miniLab is the latest iteration of the company’s testing platform and an evolution of Theranos’ technology,” they said.

Farr describes the MiniLab and notes that it is entering a competitive market,

The new product, the MiniLab, essentially takes equipment used in a standard lab and puts it in a single box. Holmes refers to this technique as “decentralizing the lab,” as in theory, clinicians could use this as an alternative to sending samples to a centralized facility and awaiting results. “Think of it as being a huge diagnostics lab that has been condensed down to the size of a microwave,” the company’s website explains.

..

But scientists are questioning whether the MiniLab technology is a breakthrough. The current market is already fairly saturated: Abbott’s iStat system, for instance, is a handheld device for clinicians to test patients for a plethora of common tests. Roche just received FDA [US Food and Drug Administration] clearance for its Cobas device, which can test for ailments like the flu and some strep infections in under 20 minutes. And Theranos competitors Quest and Labcorp already operate versions of this type of equipment in their own labs.

“I can’t imagine why they’re wasting their time,” says MIT-trained material scientist and biotech entrepreneur Kaveh Milaninia by phone. …

I recommend reading Farr’s article in its entirety as she provides more detail and analysis as to just how competitive the market Theranos proposes entering with its MiniLab actually is.

An Aug. 31, 2016 article by Lydia Ramsey for Slate.com the most recent update on the Theranos situation,

Theranos is withdrawing its bid for FDA approval of a diagnostic test for Zika that they announced earlier in August, according to a story in the Wall Street Journal.

Theranos confirmed to Business Insider that the test has been withdrawn, but said the company has plans to resubmit it.

John Carreyrou and Christopher Weaver report that an FDA inspection found that, as part of a study to validate the new test, the company had collected some data without a patient safety plan in place that was approved by an institutional review board.

“We hope that our decision to withdraw the Zika submission voluntarily is further evidence of our commitment to engage positively with the agency. We are confident in the Zika tests and will resubmit it,” Theranos vice president of regulatory and quality Dave Wurtz said in a statement emailed to Business Insider. Wurtz joined the company in July [2016].

Getting back to the point of my story at the beginning of this piece, it seems that Theranos and Elizabeth Holmes have not been as forthcoming with scientific data as is common in the biotech field. Interestingly, I read somewhere that the top 10 venture capitalists in the biotech field had not invested a penny in Theranos. The money had come from venture capitalists expert in other fields. (If you can confirm or know differently, please let me know in the comments section.)

In its favour, the company does appear to be attempting to address its shortcomings.

*ETA Oct. 6, 2016: Theranos is closing down some of its labs according to an Oct. 6, 2016 news item on phys.org,

Theranos, a onetime star Silicon Valley startup focused on health technology, is closing its consumer blood-testing facilities amid its struggles with US regulators.

The company, which has been seeking to disrupt the medical testing sector with new technology, said the closings will mean cutting some 340 jobs.

“After many months spent assessing our strengths and addressing our weaknesses, we have moved to structure our company around the model best aligned with our core values and mission,” company founder Elizabeth Holmes said in an open letter.

Theranos, which touts a new way of testing that uses far less blood and delivers faster results at much lower cost than traditional methods in US labs, has been under civil and criminal investigation over its claims.

Holmes said the company would focus on a so-called miniLab which can be commercialized with partners.

Things don’t look good.*

In any event, all these goings on should make for an interesting script writing challenge.

Bits and bobs of science and movies (The Man Who Knew Infinity, Ghostbusters, and Imagine Science Films)

The Man Who Knew Infinity had its debut at the 2015 Toronto International Film Festival. I haven’t seen it at any movie houses here (Vancouver, Canada) yet but a film trailer featuring its star, Dev Patel, was released in Feb. 2016,

Ramanujan must have been quite the mathematician, given the tenor of the times. Here’s more about the movie from its Wikipedia entry (Note: Links have been removed),

The Man Who Knew Infinity is a 2015 British biographical drama film based on the 1991 book of the same name by Robert Kanigel. The film stars Dev Patel as the real-life Srinivasa Ramanujan, a mathematician who after growing up poor in Madras, India, earns admittance to Cambridge University during World War I, where he becomes a pioneer in mathematical theories with the guidance of his professor, G. H. Hardy (played by Jeremy Irons despite Hardy being only 10 years older than Ramanujan).

Filming began in August 2014 at Trinity College, Cambridge.[4] The film had its world premiere as a gala presentation at the 2015 Toronto International Film Festival,[1][5] and was selected as the opening gala of the 2015 Zurich Film Festival.[6] It also played other film festivals including Singapore International Film Festival[7] and Dubai International Film Festival.[8]

Distinguished mathematicians Manjul Bhargava and Ken Ono are Associate Producers of the film.[9] Ono, the mathematics consultant, is a Guggenheim Fellow, and Bhargava is a winner of the Fields Medal.

Next up, Ghostbusters, the all woman edition. While it hasn’t become the blockbuster some were hoping for, I have some hope that it will become a quiet blockbuster over time. As I wait there is this information about how Ghostbuster: The All Woman Edition was grounded in real science. From a July 18, 2016 news item on phys.org,

Janet Conrad and Lindley Winslow, colleagues in the MIT [Massachusetts Institute of Technology] Department of Physics and researchers in MIT’s Lab for Nuclear Science, were key consultants for the all-female reboot of the classic 1984 supernatural comedy that is opening in theaters today. And the creative side of the STEM fields—science, technology, engineering, and mathematics—will be on full display.

A July 16, 2016 MIT news release, which originated the news item expands on the theme (Note: Links have been removed),

Kristin Wiig’s character, Erin Gilbert, a no-nonsense physicist at Columbia University, is all the more convincing because of Conrad’s toys. Her office features demos and other actual trappings from Conrad’s workspace: books, posters, and scientific models. She even created detailed academic papers and grant applications for use as desk props.

“I loved the original ‘Ghostbusters,’” says Conrad. “And I thought the switch to four women, the girl-power concept, was a great way to change it up for the reboot. Plus I love all of the stuff in my office. I was happy to have my books become stars.”

Conrad developed an affection for MIT while absorbing another piece of pop culture: “Doonesbury.” She remembers one cartoon strip featuring a girl doing Psets. She is discouraged until a robot comes to her door and beeps. All is right with the world again. The exchange made an impression. “Only at MIT do robots come by your door to cheer you up,” she thought.

Like her colleague, Winslow describes mainstream role models as powerful, particularly when fantasy elements in film and television enhance their childhood appeal. She, too, loved “Ghostbusters” as a kid. “I watched the original many times,” she recalls. “And my sister had a stuffed Slimer.”

Winslow jokes that she “probably put in too much time” helping with the remake. Indeed, Wired magazine recently detailed that: “In one scene in the movie, Wiig’s Gilbert stands in front of a lecture hall, speaking on challenges of reconciling quantum mechanics with Einstein’s gravity. On the whiteboards, behind her, a series of equations tells the same story: a self-contained narrative, written by Winslow and later transcribed on set, illustrating the failure of a once-promising physics theory called SU(5).”

Movie reviewers have been floored by the level of set detail. Also deserving of serious credit is James Maxwell, a postdoc at the Lab for Nuclear Science during the period he worked on “Ghostbusters.” He is now a staff scientist at Thomas Jefferson National Accelerator Facility in Newport News, Virginia.

Maxwell crafted realistic schematics of how proton packs, ghost traps, and other paranormal equipment might work. “I recalled myself as a kid, poring over the technical schematics of X-wings and Star Destroyers. I wanted to be sure that boys and especially girls of today could pore over my schematics, plug the components into Wikipedia, and find out about real tools that experimental physicists use to study the workings of the universe.”

He too hopes this behind-the-scenes MIT link with a Hollywood blockbuster will get people thinking. “I hope that it shows a little bit of the giddy side of science and of MIT; the laughs that can come with a spectacular experimental failure or an unexpected break-through.”

The movie depicts the worlds of science and engineering, as drawn from MIT, with remarkable conviction, says Maxwell. “So much of the feel of the movie, and to a great degree the personalities of the characters, is conveyed by the props,” he says.

Kate McKinnon’s character, Jillian Holtzmann, an eccentric engineer, is nearly inseparable from, as Maxwell says, “a mess of wires and magnets and lasers” — a pile of equipment replicated from his MIT lab. When she talks proton packs, her lines are drawn from his work.

Keep an eye out for treasures hidden in the props. For instance, Wiig’s character is the recipient of the Maria Goeppert Mayer “MGM Award” from the American Physical Society, which hangs on her office wall. Conrad and Winslow say the honor holds a special place in their hearts.

“We both think MGM was inspirational. She did amazing things at a time when it was tough for women to do anything in physics,” says Conrad. “She is one of our favorite women in physics,” adds Winslow. Clearly, some of the film’s props and scientific details reflect their personal predilections but Hollywood — and the nation — is also getting a real taste of MIT.

Finally and strictly speaking not a movie but it is an online magazine about science-based movies according to David Bruggeman’s Aug. 6, 2016 posting on his Pasco Phronesis blog (Note: Links have been removed),

LaboCine is an online film magazine from the people behind Imagine Science Films.  The films in each issue come from artists and scientists from around the world.  They are not restricted to documentary films, and mix live-action, animated and computer film styles.

The first issue of LaboCine is now online, so you can view the short films, which are organized around a common theme.  For August the theme is Model Organisms. …

You find the LaboCine magazine here and Imagine Science Films here. Btw, Raewyn Turner (NZ artist) has submitted our filmpoem, Steep (1) : A digital poetry of gold nanoparticles to the 9th Imagine Science Festival to be held Oct. 14-21, 2016 in New York City.

And that is it!

Here’s Part 1 for those who missed it.