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President's Council of Advisors for Science and Technology: Meetings - 1/10/91-1/11/91
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President's Council of Advisors for Science and Technology: Meetings - 1/10/91-1/11/91
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Originally Processed With FOIA(s): FOIA Number: 2005-0336-F 2005-0336-F FOIA MARKER This is not a textual record. This is used as an administrative marker by the George Bush Presidential Library Staff. Record Group/Collection: George H.W. Bush Presidential Records Collection/Office of Origin: Science and Technology Policy, Office of (OSTP) Series: Bromley, D. Allan, Files Subseries: Organization Files - PCAST OA/ID Number: 62079 Folder ID Number: 62079-001 Folder Title: President's Council of Advisors for Science and Technology: Meetings - 1/10/91-1/11/91 Stack: Row: Section: Shelf: Position: 0 0 0 0 EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF SCIENCE AND TECHNOLOGY POLICY WASHINGTON, D.C. 20506 January 9, 1991 MEMORANDUM FOR DISTRIBUTION FROM: ToM WELCH Tom SUBJECT: JANUARY PCAST MEETING Enclosed is the draft agenda for this week's PCAST meeting. Please note the hour set aside by Dr. Bromley for OSTP presentations, Thursday morning. Dr. Bromley has approved the following order, subjects, and times for presentations: 1. Maryanne Bach - FCCSET (10 min) 2. Tom Ratchford - Education (10 min) 3. Rachel Levinson - Life Sciences (10 min) 4. Nancy Maynard - Earth and Environmental Sciences (10 min) 5. Michelle Van Cleave - National Security (10 min) Please note the times allotted are maximums and should allow for questions and remarks. Talking points for Dr. Bromley's use have been drafted and are attached for your amendments. Please return (fax of pen changes is fine) no later than Wednesday, 3:00 PM. Thank you. Enclosures: PCAST Agenda Draft Talking Points Distribution: Tom Ratchford Nancy Maynard Michelle Van Cleave Rachel Levinson Maryanne Bach CC: Ken Yale Sally Sherman DRAFT As of 4:00 PM January 8, 1991 PRESIDENT'S COUNCIL OF ADVISORS ON SCIENCE AND TECHNOLOGY JANUARY 10-11, 1991 AGENDA 5750 -CÉQ Conference Room THURSDAY, JANUARY 10, 1991 OPEN SESSION 9:00 AM - 12:00 NOON CONFERENCE ROOM COUNCIL ON ENVIRONMENTAL QUALITY 722 JACKSON PLACE, NW 8:30 - 9:00 ARRIVAL - COFFEE AND PASTRIES 9:00 - 9:30 OPENING REMARKS DR. BROMLEY 9:30 - 10:30 BIODIVERSITY DR. WILSON - AN INFORMATION BRIEFING 10:30 - 10:45 DISCUSSION 10:45 - 11:45 OFFICE OF SCIENCE AND OSTP STAFF TECHNOLOGY POLICY - 1990 ACCOMPLISHMENTS 11:45 - 12:00 CLOSING REMARKS DR. BROMLEY DRAFT THURSDAY, JANUARY 10, 1991 Continued ... CLOSED SESSION, 12:00 NOON - 5:00 PM ROOM 248 OMB DIRECTOR'S CONFERENCE ROOM OLD EXECUTIVE OFFICE BUILDING 12:00 - 12:45 LUNCH 12:45 1:00 BREAK 1:00 - 4:30 ISSUES FOR PCAST CONSIDERATION DR. BROMLEY 1:00 - 2:00 TO BE DETERMINED 2:00 - 3:00 DR. BERNTHAL 3:00 - 4:00 GENERAL SCOWCROFT 4:00 - 4:30 DEPUTY SECRETARY ATWOOD 4:00 - 5:00 ADMIRAL TRULY - 4:30 OTHER BUSINESS DR. BROMLEY - 6:30 COCKTAILS AND DINNER MAYFLOWER HOTEL DRAFT FRIDAY, JANUARY 11, 1991 CLOSED SESSION 9:00 AM - 12:00 NOON ROOM 180 OLD EXECUTIVE OFFICE BUILDING 8:30 - - 9:00 ARRIVAL - COFFEE AND PASTRIES (Dr. Bromley's Office, Room 360, OEOB) 9:00 - 10:00 DISCUSSION OF FEBRUARY AGENDA DR. BROMLEY AND OTHER ISSUES 10:00 12:00 ISSUES FOR PCAST CONSIDERATION DR. BROMLEY 10:00 - 11:00 GOVERNOR SUNUNU 11:00 12:00 CHAIRMAN BOSKIN - 12:00 CLOSING REMARKS DR. BROMLEY TALKING POINTS FOR THURSDAY'S OPEN SESSION I. Welcome and Introductory Remarks 00 Introduce D. A. Henderson 00 Congressional Oversight Hearings on OSTP 00 Budget Submission to Congress (OSTP Press Conference) 00 State of the Union Address 00 Optional - Leon Lederman Talking Points (attached) II. Introduce E. O. Wilson 00 It is important for PCAST to maintain its familiarity with the important aspects of global change. At earlier meetings we received a briefing on a White House conference related to this. 00 The purpose of the White House Conference was to focus international thought by introducing the integrating concept of "Global Stewardship." It also emphasized a new dimension of the international dialogue on Global Change: that economic analysis and research on broad global change policies and on the consequences of such policies must be coordinated with the science of global change. 00 Without doubt, an important dimension of global change research is the issue of biodiversity. 00 Among the preeminent investigators of biodiversity is Edward Osborne Wilson, Mellon Professor of the Sciences, Harvard University. 00 Professor Wilson's contributions include the very well received article in the Scientific American, "Threats to Biodiversity", September, 1989. Copies of the article as well as recent OSTP presentations are available on the wall shelf. 00 We are most pleased that Professor Wilson is with us today. We look forward with great interest to his presentation. III. Introduce OSTP Staff for 1990 Accomplishments 00 The Bush Administration's policies are designed to increase the contribution of science and technology to the national goals of improved quality of life for all Americans, continued economic growth, and a strong national defense. This has been and will continue to be reflected in annual Federal budgets. 00 The activities of the Office of Science and Technology Policy in support of these and other Administration policies and goals include: 1) providing access to authoritative science and technology information and expert scientific and engineering advice for the President, Federal officials, and Congress as input to the policy-making process; 2) participating in the formulation, coordination and implementation of national, domestic, economic, defense and foreign policy issues that involve science and technology; 3) maintaining and fostering the health and vitality of the U.S. science and technology base; and 4) coordinating research and development efforts by agencies of the Federal Government, to maximize the return on the nation's investment in R&D and to insure that the resources involved are used efficiently and appropriately. 00 For PCAST to adequately advise the President, it is important that we understand the activities and accomplishments of OSTP for 1990. I have, therefore, asked members of the OSTP staff to provide us this morning with a series of short information briefings. Because of time limitations, only a portion of OSTP's accomplishments can be presented this morning. FCCSET - Maryanne Bach 00 I would like to begin these briefings with an overview of the 1990 accomplishments of the Federal Coordinating Council for Science, Engineering, and Technology. 00 The Federal Coordinating Council for Science, Engineering, and Technology (FCCSET) was established in 1976 by P. L. 94-282 to address high priority science and technology policy issues affecting more than one Federal agency. It is chaired me in my capacity as the Director of the Office of Science and Technology Policy. During FY 1990, FCCSET was restructured and revitalized. The full FCCSET was appointed for the first time; the membership now includes the relevant Cabinet Secretaries or Deputy Secretaries, and the Directors of the relevant science-and- technology-related departments and independent agencies. 00 The FCCSET presentation will be given by Maryanne Bach, Executive Director, FCCSET. Educational and International - Tom Ratchford 00 The Education Summit led in FY 1990 to a set of national education goals and objectives to be reached by the year 2000. 00 These goals form a national framework for Federal policy and strategic investments in science, mathematics, technology, and engineering education at all levels. OSTP worked closely with other EOP offices and Federal agencies in support of achievement of the three national education goals relating to science, mathematics, engineering and technology education. 00 Let me now ask Dr. Tom Ratchford, my Associate Director for Policy and International Affairs to speak to the 1990 OSTP accomplishments in mathematics and science education. Life Sciences - Rachel Levinson 00 During FY 1990 OSTP took the lead on a number of life science issues of importance to the Administration including biotechnology, technology transfer in the biomedical sciences, the need for guidelines for handling misconduct in science, and the use of animals in biomedical research. A central focus was the operation of the Biotechnology Science Coordinating Committee, discussed under activities of the FCCSET Committee on Life Sciences and Health earlier. 00 Dr. Rachel Levinson will describe our accomplishments in life sciences. Earth and Environmental Science - Nancy Maynard 00 In FY 1990, the Global Change Working Group was established under the Domestic Policy Council with me as its chairman. OSTP staff were actively involved in the Working Group, in analyses of the Intergovernmental Panel on Climate Change report, in preparations for upcoming negotiations for a Framework Convention on climate change, in preparations for the Second World Climate Conference, and in planning for the White House Conference on Science and Economics Research Related to Global Change. 00 To expand upon these and other accomplishments, let me call upon Dr. Nancy Maynard, Assistant Director for the Environment. National Security - Michelle Van Cleave 00 The OSTP participates in interagency efforts aimed at resolving critical scientific and technical issues associated with national security and supports the National Security Council in matters concerning science and technology that are related to national security. 00 To describe our 1990 accomplishments in this area, let me call upon Michelle Van Cleave, OSTP's Assistant Director for National Security. January 10, 1991 PRESIDENT'S COUNCIL OF ADVISORS ON SCIENCE AND TECHNOLOGY JANUARY 10-11, 1991 AGENDA THURSDAY, JANUARY 10, 1991 OPEN SESSION 9:00 AM - 12:00 NOON CONFERENCE ROOM COUNCIL ON ENVIRONMENTAL QUALITY 722 JACKSON PLACE, NW 8:30 - 9:00 ARRIVAL -- COFFEE AND PASTRIES 9:00 - 9:30 OPENING REMARKS DR. BROMLEY 9:30 - 10:30 BIODIVERSITY DR. WILSON - AN INFORMATION BRIEFING 10:30 - 10:45 DISCUSSION 10:45 - 11:45 OFFICE OF SCIENCE AND OSTP STAFF TECHNOLOGY POLICY - 1990 ACCOMPLISHMENTS 11:45 - 12:00 CLOSING REMARKS DR. BROMLEY Substantial progress made in recent months to develop a coherent, integrated program in M+S Ed. than FEESET / Interagency There efforts mmmory ed 1/3 report Became of very limited time, call attn. to to highlights, invite you 2 Encouraged by President PL 101-589 5.8m stat 3 CEHR- Watkins Sanders, Williams 16 agencies participated ; 12 on WG 4 Scope of activities K - Grad Order of priority 5 strategic or ectives 6 Implementation priorities , Baseline Categories FY90 FY 90 FY 92 F191 Feb 4 8 Year ahead Review. - Class Cross 9 FY93 under diseassion 1/10/91 PEAST Presentation EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF SCIENCE AND TECHNOLOGY POLICY WASHINGTON, D.C. 20506 January 3, 1991 Dear Madam Chair: I am pleased to send you this progress report describing efforts underway by the interagency Federal Coordinating Council for Science, Engineering, and Technology (FCCSET) to address issues of mathematics and science education. These efforts to develop a strategic plan for the Federal program on mathematics and science education for FY 1992 are in support of the National Education Goals related to these fields. Three of the six Goals address, directly or indirectly, science and mathematics education. They are: By the year 2000, American students will leave grades four, eight, and twelve having demonstrated competency in challenging subject matter including English, mathematics, science, history, and geography ... [Goal 3] By the year 2000, U.S. students will be first in the world in science and mathematics achievement. [Goal 4] By the year 2000, every adult American will be literate and will possess the knowledge and skills necessary to compete in a global economy and exercise the rights and responsibilities of citizenship. [Goal 5] The President noted the importance of the interagency process recently when he signed Public Law 101-589, the "Excellence in Mathematics, Science and Engineering Education Act of 1990." The President stated: "In developing the FY 1991 budget immediately following the Education 2. Summit, the Administration took important steps to strengthen programs of Federal agencies and to increase funding for science and mathematics education. We intend to further develop that initiative through the work of a new interagency committee which is developing a strategic plan and priorities for the Administration's program in science and mathematics education." Senate Request This progress report is submitted in response to the Senate Appropriation Committee's request, as set forth in its Report No. 101-474 to accompany H.R. 5158. The formal, complete report requested by the Committee will be submitted with the President's FY 1992 budget. This progress report incorporates the multilevel priority- setting framework, also called for in the Committee report. 2 FCCSET Committee on Education and Human Resources The White House Office of Science and Technology Policy (OSTP), through the Federal Coordinating Council for Science, Engineering, and Technology, established the Committee on Education and Human Resources (CEHR). This Committee is charged with addressing issues critical to: Improving science, mathematics, and engineering education, and technical training; Ensuring an adequate supply of well-educated and trained scientific and technical personnel; Enabling the Nation to retain world leadership in science and technology; and, Ensuring a well-informed, scientifically literate citizenry. To accomplish this, the Committee plays a central role in coordinating activities of the Federal agencies related to science, mathematics, engineering, and technological education and training. The CEHR is chaired by Secretary of Energy James Watkins, with the Deputy Secretary and Acting Secretary of Education. Ted Sanders, and the Assistant Director 3. for Education and Human Resources of the National Science Foundation (NSF), Luther Williams, serving as vice chairmen. The Committee includes senior policy- level officials from all Federal agencies with significant responsibilities in the area of science, mathematics, engineering, and technological education, including those with jurisdiction over the education of scientists, mathematicians, and engineers, as well as those with responsibilities for technician training and science literacy for the general public. The Committee also includes those agencies that are major users of scientific and engineering personnel. The Committee established a Working Group on the FY 1992 Federal Program Plan for Education and Human Resources (EHR) to develop the first comprehensive inventory of Federal EHR programs and to begin the process of developing options for an FY 1992 multi-agency program for EHR activities. The members of the Working Group include representatives from the: Department of Energy 16 agencies Department of Education National Science Foundation 12 WG mbrs Department of Health and Human Services Department of Defense Department of Commerce Department of the Interior 3 Department of Agriculture Department of Labor National Aeronautics and Space Administration Environmental Protection Agency The focus of the Committee's effort is to develop recommendations for moving the Nation toward achieving the three National Education Goals related to mathematics and science education. Since the Goals relate primarily to precollege education, the CEHR focused on those programs relating predominantly to grades K-12. The Committee did, however, take into consideration all components of the educational system, including both "formal" (in-the-classroom) and "informal" (out-of-classroom or experiential) programs. The scope of activities includes (in descending order of priority): 4. Precollege, formal Precollege, informal up food chain Undergraduate, formal Undergraduate, informal Graduate. U.S. graduate education programs are in a clear and undisputed position of world leadership. The priority placement of graduate education reflects an emphasis by the CEHR on those elements of our educational system most in need of attention. Priority Framework The Committee developed a National Mathematics and Science Education Priority Framework which lists both strategic objectives and implementation priorities. The implementation priorities vary, depending on the particular educational level. Strategic Objectives The CEHR program's four strategic objectives, listed in descending order of priority, 5. reflect the National Education Goals. These objectives relate to: / Improved student performance in science and mathematics; 2 Better prepared precollege teacher workforce: 4 3 Provision of an adequate workforce supply to all fields of science and technology, including increased participation of underrepresented groups; and, 4 Improved public science literacy. 6. Implementation Priorities The CEHR implementation priorities specify program areas that require emphasis to accomplish the strategic objectives. Each implementation priority is dependent, to some degree, on the others, and the mix of programs will be important to enhancing the overall Federal effort. Emphasis in one area will necessarily influence the level of accomplishment of the others. Likewise, neglect of an area associated with a particular priority may affect overall success in meeting the Nation's education goals. In descending order of importance, the implementation priorities recommended for use in establishing the programmatic content of the Federal effort are: / Teacher preparation and retraining; 2 Curriculum reform, research and development in teaching and learning, dissemination, and technical assistance; 3 Organizational and operational reform of the education delivery system; 4 Student incentives (support) and opportunities; and, 5 Scientific literacy activities directed toward the general public. 7. FY 1990 and FY 1991 EHR Baseline The Working Group developed a comprehensive inventory of Federal mathematics and science education programs. As a tool for planning, while at the same time recognizing differences in the character of EHR program activity across agencies, the Federal inventory was divided into three categories to reflect the source of funding and agency administrative control over EHR activities: Category 1 programs are those whose budgets are directly appropriated for mathematics, science, and technology education, or are funded from research (or other) accounts and expressly managed as education programs. Category 2 programs are funded under research or other accounts that do not fall under Category 1 (e.g., graduate research assistantships). 5 Category 3 programs are those whose purpose is general education (not specifically mathematics and science education) but under which science and technology education activities are supported (e.g., formula-driven programs of which mathematics and science are an integral part). In its initial work, the Working Group concentrated on Category 1 programs. The FY 1991 EHR Category 1 budget, which serves as the baseline for subsequent fiscal years, is $1.72 billion, a 16% increase over FY 1990. Although graduate programs account for the majority of the budget, precollege programs received by far the largest absolute and percentage increases. Although graduate education received the lowest priority, this ranking is not, in any way, meant to diminish its importance or downplay the critical role played by the Federal government in this area. Support of U.S. graduate education is essential to maintaining the quality of U.S. scientific research and economic competitiveness. In that graduate education also ensures adequate numbers of quality faculty to teach future generations of college students, it has a long-term impact on both the undergraduate and precollege education levels. The Federal government spends the largest share of its Category 1 mathematics and science resources on graduate education. FEDERAL MATHEMATICS AND SCIENCE EDUCATION PROGRAMS CATEGORY 1 FY 1990 FY 1991 % Increase Precollege $333 million $526 million 58% Undergraduate $412 million $422 million 3% Graduate $741 million $769 million 4% TOTAL $1.49 billion $1.72 billion 16% NOTE: Percentage increases are based on unrounded figures. AND FY 92 - - Feb 4 STRATEGIC Busk- PRIORITIES PLANS The above figures are those appropriated for FY 1990 and FY 1991. Although the agencies have their appropriations at this time, minor modifications within budget amounts can be expected as agencies complete their current plans. The figures in the formal report may, therefore, vary slightly from those above. Different agencies dominate program activities at each education level. For five agencies, mathematics and science education programs comprise relatively small 6 portions of the budget yet fill important programmatic roles related to their missions. Many of these activities support training of specialists; expand and support traditional curricula; provide informal teacher enhancement programs; and make students aware of important issues such as energy conservation, nutrition, health education, aeronautics and space, and the environment. The list below includes only those agencies that contribute significant percentages of the total Federal expenditure by educational level. MATHEMATICS AND SCIENCE EDUCATION PATTERN OF AGENCY RESPONSIBILITIES FY 1991 CATEGORY 1 BUDGET A. By educational level Total $ Agency (% of total Federal support) K-12 $526 million ED (46%); NSF (40%) Undergraduate $422 million DOD (42%); NSF (25%); HHS (14%) Graduate $769 million HHS (52%); DOD (30%) B. Formal and Informal Precollege formal ED (57%); NSF (39%) Precollege informal NSF (41%); DOI (22%); DOE (20%) Undergraduate formal NSF (37%); DOD (34%); HHS (19%) Undergraduate informal DOD (57%); NASA (15%); DOE (12%) FCCSET/CEHR Activities in the Year Ahead 8. With the CEHR program inventory and priority framework in place, the FCCSET Committee on Education and Human Resources shortly will begin a more intensive review of the effectiveness of current Federal programs. This review will look at evaluations and other information on program outcomes, and will analyze program designs to determine which strategies are most likely to be successful. The results of this review will guide development of a coordinated strategy for reallocating resources, needs. as appropriate, to programs that will be the most effective in addressing priority Chris Cross FY 93 plans under diseussion in FCCSET, OSTP + DMB 7 The Future The FY 1992 Budget which the President sends to Congress will be developed with the FCCSET recommendations in mind and will be consistent with the overall requirements of the Omnibus Budget Reconciliation Act of 1990 (P.L. 101-508) OSTP is committed to working with all elements of our society and all parts of Federal, State, and local governments to achieve our National Education Goals. As you are well aware, a coordinated, national effort is necessary to make American students first in the world in science and mathematics achievement. The Administration, the Congress, the States, local governments, teachers and other educators, as well as parents, will all have to work together to attain the National Education Goals. With your help and cooperation, we are convinced that these Goals can be met. Sincerely, Alla D. Allan Bromley Director The Honorable Barbara A. Mikulski Chair Subcommittee on Veterans Affairs, Housing and Urban Development, and Independent Agencies Committee on Appropriations U.S. Senate Washington, DC 20510 EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF SCIENCE AND TECHNOLOGY POLICY WASHINGTON, D.C. 20506 January 9, 1991 MEMORANDUM FOR DISTRIBUTION FROM: TOM WELCH Tom SUBJECT: JANUARY PCAST MEETING Enclosed is the draft agenda for this week's PCAST meeting. Please note the hour set aside by Dr. Bromley for OSTP presentations, Thursday morning. Dr. Bromley has approved the following order, subjects, and times for presentations: 1. Maryanne Bach - FCCSET (10 min) 2. Tom Ratchford - Education (10 min) 3. Rachel Levinson - Life Sciences (10 min) 4. Nancy Maynard - Earth and Environmental Sciences (10 min) 5. Michelle Van Cleave - National Security (10 min) Please note the times allotted are maximums and should allow for questions and remarks. Talking points for Dr. Bromley's use have been drafted and are attached for your amendments. Please return (fax of pen changes is fine) no later than Wednesday, 3:00 PM. Thank you. Enclosures: PCAST Agenda Draft Talking Points Distribution: Tom Ratchford Nancy Maynard Michelle Van Cleave Rachel Levinson Maryanne Bach CC: Ken Yale Sally Sherman DRAFT As of 4:00 PM January 8, 1991 PRESIDENT'S COUNCIL OF ADVISORS ON SCIENCE AND TECHNOLOGY JANUARY 10-11, 1991 AGENDA THURSDAY, JANUARY 10, 1991 OPEN SESSION 9:00 AM - - 12:00 NOON CONFERENCE ROOM COUNCIL ON ENVIRONMENTAL QUALITY 722 JACKSON PLACE, NW 8:30 - 9:00 ARRIVAL -- COFFEE AND PASTRIES 9:00 - 9:30 OPENING REMARKS DR. BROMLEY 9:30 - 10:30 BIODIVERSITY DR. WILSON - AN INFORMATION BRIEFING 10:30 - 10:45 DISCUSSION 10:45 - 11:45 OFFICE OF SCIENCE AND OSTP STAFF TECHNOLOGY POLICY - 1990 ACCOMPLISHMENTS 11:45 - 12:00 CLOSING REMARKS DR. BROMLEY DRAFT THURSDAY, JANUARY 10, 1991 Continued ... CLOSED SESSION, 12:00 NOON - 5:00 PM ROOM 248 OMB DIRECTOR'S CONFERENCE ROOM OLD EXECUTIVE OFFICE BUILDING 12:00 - 12:45 LUNCH 12:45 - 1:00 BREAK 1:00 - 4:30 ISSUES FOR PCAST CONSIDERATION DR. BROMLEY 1:00 - 2:00 TO BE DETERMINED 2:00 - 3:00 DR. BERNTHAL 3:00 - 4:00 GENERAL SCOWCROFT 4:00 4:30 DEPUTY SECRETARY ATWOOD 4:00 - 5:00 ADMIRAL TRULY - 4:30 OTHER BUSINESS DR. BROMLEY - 6:30 COCKTAILS AND DINNER MAYFLOWER HOTEL DRAFT FRIDAY, JANUARY 11, 1991 CLOSED SESSION 9:00 AM - 12:00 NOON ROOM 180 OLD EXECUTIVE OFFICE BUILDING 8:30 - 9:00 ARRIVAL - COFFEE AND PASTRIES (Dr. Bromley's Office, Room 360, OEOB) 9:00 - 10:00 DISCUSSION OF FEBRUARY AGENDA DR. BROMLEY AND OTHER ISSUES 10:00 - 12:00 ISSUES FOR PCAST CONSIDERATION DR. BROMLEY 10:00 - 11:00 GOVERNOR SUNUNU 11:00 - 12:00 CHAIRMAN BOSKIN - 12:00 CLOSING REMARKS DR. BROMLEY TALKING POINTS FOR THURSDAY'S OPEN SESSION I. Welcome and Introductory Remarks 00 Introduce D. A. Henderson 00 Congressional Oversight Hearings on OSTP 00 Budget Submission to Congress (OSTP Press Conference) 00 State of the Union Address 00 Optional - - Leon Lederman Talking Points (attached) II. Introduce E. O. Wilson 00 It is important for PCAST to maintain its familiarity with the important aspects of global change. At earlier meetings we received a briefing on a White House conference related to this. 00 The purpose of the White House Conference was to focus international thought by introducing the integrating concept of "Global Stewardship." It also emphasized a new dimension of the international dialogue on Global Change: that economic analysis and research on broad global change policies and on the consequences of such policies must be coordinated with the science of global change. 00 Without doubt, an important dimension of global change research is the issue of biodiversity. 00 Among the preeminent investigators of biodiversity is Edward Osborne Wilson, Mellon Professor of the Sciences, Harvard University. 00 Professor Wilson's contributions include the very well received article in the Scientific American, "Threats to Biodiversity", September, 1989. Copies of the article as well as recent OSTP presentations are available on the wall shelf. 00 We are most pleased that Professor Wilson is with us today. We look forward with great interest to his presentation. III. Introduce OSTP Staff for 1990 Accomplishments 00 The Bush Administration's policies are designed to increase the contribution of science and technology to the national goals of improved quality of life for all Americans, continued economic growth, and a strong national defense. This has been and will continue to be reflected in annual Federal budgets. 00 The activities of the Office of Science and Technology Policy in support of these and other Administration policies and goals include: 1) providing access to authoritative science and technology information and expert scientific and engineering advice for the President, Federal officials, and Congress as input to the policy-making process; 2) participating in the formulation, coordination and implementation of national, domestic, economic, defense and foreign policy issues that involve science and technology; 3) maintaining and fostering the health and vitality of the U.S. science and technology base; and 4) coordinating research and development efforts by agencies of the Federal Government, to maximize the return on the nation's investment in R&D and to insure that the resources involved are used efficiently and appropriately. 00 For PCAST to adequately advise the President, it is important that we understand the activities and accomplishments of OSTP for 1990. I have, therefore, asked members of the OSTP staff to provide us this morning with a series of short information briefings. Because of time limitations, only a portion of OSTP's accomplishments can be presented this morning. FCCSET - Maryanne Bach 00 I would like to begin these briefings with an overview of the 1990 accomplishments of the Federal Coordinating Council for Science, Engineering, and Technology. 00 The Federal Coordinating Council for Science, Engineering, and Technology (FCCSET) was established in 1976 by P. L. 94-282 to address high priority science and technology policy issues affecting more than one Federal agency. It is chaired me in my capacity as the Director of the Office of Science and Technology Policy. During FY 1990, FCCSET was restructured and revitalized. The full FCCSET was appointed for the first time; the membership now includes the relevant Cabinet Secretaries or Deputy Secretaries, and the Directors of the relevant science-and- technology-related departments and independent agencies. 00 The FCCSET presentation will be given by Maryanne Bach, Executive Director, FCCSET. Educational and International Affairs Tom Ratchford Policy 00 This area of OSTP includer our mathematics education and science activities 00 The Education Summit led in FY 1990 to a set of national education goals and objectives to be reached by the year 2000. 00 These goals form a national framework for Federal policy and strategic investments in science, mathematics, technology, and engineering education at all levels. OSTP worked closely with other EOP offices and Federal agencies in support of achievement of the three national education goals relating to science, mathematics, engineering and technology education. 00 Let me now ask Dr. Tom Ratchford, my Associate Director for Policy and International Affairs to speak to the 1990 OSTP accomplishments in mathematics and science education. Life Sciences - Rachel Levinson 00 During FY 1990 OSTP took the lead on a number of life science issues of importance to the Administration including biotechnology, technology transfer in the biomedical sciences, the need for guidelines for handling misconduct in science, and the use of animals in biomedical research. A central focus was the operation of the Biotechnology Science Coordinating Committee, discussed under activities of the FCCSET Committee on Life Sciences and Health earlier. 00 Dr. Rachel Levinson will describe our accomplishments in life sciences. Earth and Environmental Science - - Nancy Maynard 00 In FY 1990, the Global Change Working Group was established under the Domestic Policy Council with me as its chairman. OSTP staff were actively involved in the Working Group, in analyses of the Intergovernmental Panel on Climate Change report, in preparations for upcoming negotiations for a Framework Convention on climate change, in preparations for the Second World Climate Conference, and in planning for the White House Conference on Science and Economics Research Related to Global Change. 00 To expand upon these and other accomplishments, let me call upon Dr. Nancy Maynard, Assistant Director for the Environment. National Security - Michelle Van Cleave 00 The OSTP participates in interagency efforts aimed at resolving critical scientific and technical issues associated with national security and supports the National Security Council in matters concerning science and technology that are related to national security. 00 To describe our 1990 accomplishments in this area, let me call upon Michelle Van Cleave, OSTP's Assistant Director for National Security. CEES ORGANIZATIONAL CHART June 1, 1990 Committee on Earth & Environmental Sciences Dallas L. Peck, USGS Chairman Staff Working CES Executive Group Secretariat Paul Dresler, USGS Paul Dresler, USGS Chairman Executive Secretary Working Group Working Group on on Mitigation and Global Change Adaptation Research Strategies Robert Corell, NSF John A. Knauss, DOC Chairman Chairman Subcommittee on Subcommittee on Natural Disaster Atmospheric Reduction Research Bill Hooke, NOAA Eugene Bierly, NSF Chairman Chairman Subcommittee on Subcommittee Federal Oceanographic on Fleet Coordination Ground Water Council Richard Pittenger, USN Stephen Ragone, USGS Chairman Chairman Working Group on Global Change Robert Corell, NSF Chairman Science Element Task Groups Climate & Hydrologic Systems Mike Hall, NOAA - Chair Earth Systems Measurement & Data Management Greg Withee, NOAA, Chair Biogeochemical Dynamics Robert Watson, NASA, Chair Modeling Jay Fein, NSF, Chair Ecological Systems & Dynamics Anthony Janetos, EPA, Chair Congressional Outreach & 11 Communication Eileen Shea, NOAA, Chair Earth System History Bill Curry, NSF, Chair Education, Training, & Human Resources Development Gary Evans, USDA, Chair Human Interactions Roberta Miller, NSF, Chair Private Industry - Government Interaction (PIGI) Jules Blake, OSTP, Chair Solid Earth Processes International Coordination & Richard Williams, DOI, Chair Development Lou Brown, NSF, Chair Solar Influences Dennis Peacock, NSF, Chair FCCSET Organizational Chart July 10, 1990 Federal Coordinating Council for Science, Engineering and Technology (FCCSET) Earth and Education and Environmental Sciences Human Resources Committee Committee Dallas L. Peck, James D. Watkins, Chairman Chairman Food Agriculture Life Sciences and Health and Forestry Research Committee Committee James O. Mason, Charles E. Hess, Chairman Chairman Physical, Mathematical and Engineering Sciences Technology and Industry Committee Committee J. Thomas Murrin, Erich Bloch, Chairman Chairman International Science, Engineering and Technology Committee Reginald Bartholomew, Chairman ENVIRONMENT AND GLOBAL CHANGE I. Formulation and Coordination of National Policy - Policy on Global Change To insure development of a comprehensive and forward-looking U.S. policy on global change based upon sound science and economic growth, President Bush established the Domestic Policy Council Working Group on Global Change Chairman = D. Allan Bromley Provides Cabinet-level coordination on global change issues Important source of information and advice to President a. Studies by DPC GCWG: Economic costs of global change and responses to it Private sector activities and issues Legal precedents for international agreements and conventions b. Provided briefings for DPC GCWG Members by experts on scientific and economic aspects of global change c. Activities 1. White House Conference on Science and Economics Research Related to Global Change co-chairs: D. Allan Bromley, Michael Deland, Michael Boskin concept for conference developed by DPC GCWG Conference resulted in: concept of "Global Stewardship" (US approach) development of concept of integrated economic analysis on consequences of global change policies with science of global change - - useful to policy-makers Specific Outcomes: Regional Research Institutes Coordination of research among nations funding global change research Communications network 2. Preparation for U.S. Participation and Negotiation at International Meetings For example: Noordwijk Bergen Intergovernmental Panel on Climate Change (3 Working Groups) Second World Climate Conference First Negotiating Session of the Framework Convention on Climate Change 3. Review of IPCC Working Group Reports Working Group I - Scientific Assessment OSTP Coordinated Review Working Group II - Impacts Working Group III - Response Strategies U.S. Chair (Bernthal) 4. Preparations for the First Negotiating Session of the Framework Convention on Climate Change President Bush offered to host the First Session Preparations presently underway Meeting: February 4 - 14, 1991 Westfields Conference Center UN-sponsored Prior international meetings are backdrop for negotiations 5. Subgroup of DPC GCWG = Comprehensive/Incentives Task Force Comprehensive approach addresses all greenhouse gases, their sources and sinks. In contrast to current "piecemeal" approach which focuses narrowly on emissions of one gas, carbon dioxide, primarily from the energy and transportation sector Employs a measure, such as an index, of the comparative enviromental impacts of the gases (e.g., global warming potential) limitations measures should be market-based incentives trading of emissions II. Coordinating R & D Efforts by Agencies 1. Committee on Earth and Environmental Sciences (CEES) Committee = successful template for other FCCSET Committees Reports: 1. "Our Changing Planet: The FY91 U.S. Global Change Research Program" To accompany the President's FY91 Budget 2. "Our Changing Planet: The FY 91 Research Plan" provides budget information by agency for FY91 outlines an accelerated, focussed research strategy to reduce key uncertainties research strategy encompasses ground and space-based efforts in: research - data gathering - modelling 3. "Our Changing Planet: The FY 1992 U.S. Global Change Research Program" To accompany the President's FY 92 Budget Due out February 4, 1991 4. Working Groups (see diagrams) 5. Other CEES Activities: a. Response to National Academy Review of USGCRP/EOS b. S. 169 c. Ad Hoc Economics Subgroup OMB request for recommendations for an agenda for resource levels and organizational changes required to support expanded research on the economics of global change III. Other Activities 1. Bilateral and Multilateral S & T activities 2. NES - Environmental aspects 3. Panelists/speaker: Presidential Awards for Excellence in Science and Math Teaching AGU Global Climate Coalition EPC - EPRG Brookings Department of Education Chemical Manufacturers ASsoc. Congressional Forum Industrial Energy Users Forum 4. Arctic Ocean Program Review 5. Forestry 6. EMF 7, Oil Pollution R & D 8. Budget 9. Ocean Principals UNIVERSITY of PENNSYLVANIA School of Arts and Sciences Department of Economics 3718 Locust Walk December 11, 1990 Philadelphia, PA 19104-6297 (215) 898-7701 Dr. Thomas Ratchford Office of Science and Technology Policy Executive Office of the President OEOB 431 Washington, DC 20506 Attention: Virginia Rosell Dear Dr. Ratchford: In accord with your request, I am enclosing a copy of the proofs of my forthcoming paper on "Academic Research and Industrial Innovation." It is important to recognize that estimates of the social rate of return in Table 4 are not meant to be more than highly tentative and incomplete explorations. As stated on page 11, they are "at best a crude beginning," and should be treated as such. The material in Tables 1, 2, and 3 is the heart of the paper. It constitutes some of the first evidence of a detailed and comprehensive sort regarding the role of academic research in industrial innovation. The results indicate that, particularly in drugs, instruments, and information processing, the contribution of academic research to industrial innovation has been considerable. This is the major finding of the paper, and I hope that you find it of interest. Sincerely, Edwin Mansfield Director, Center for Economics and Technology, and Professor of Economics Elsevier Science Publishers B.V. P.O. Box 1991. Amsterdam IN ALL CORRESPONDENCE CONCERNING THIS PAPER Northprint: RPY00575 REFER TO: Page: 12 1st proof: RESPOL 00575 Academic research and industrial innovation Edwin MANSFIELD Department of Economics, University of Pennsvivania Philadeiphia, PA 19104-6297, U.S.A. Final version received January 1990 1. Introduction economists and others that study the process of technological change. The purpose of this study is to estimate the At the outset. it should be noted that I am extent to which technological innovations in vari- concerned primarily with recent academic research ous industries have been based on recent academic -that is, academic research occurring within fif- research, and the time lags between the investment teen years of the commercialization of whatever in recent academic research projects and the in- innovation is being considered. A great many dustrial utilization of their findings. Because no new products and processes are based on rela- attempt (to my knowledge) has been made to tively old science that to some extent was due to estimate the social rate of return from academic academic research. In estimating the social rate of research. 1 we also make some rough and tentative return from academic research. I ignore such estimates of this sort. While the results are subject long-term effects of academic research because to many limitations discussed below, they should they are very difficult to measure. because benefits be of interest to public policy-makers concerned occurring many years after the relevant investment with science and technology, as well as to in research are so heavily discounted. 3 and be- cause the effects of relatively old science may not be a reliable guide to the present situation. This. like many other features of my estimation proce- 1 Relatively few detailed studies of the contribution of dure, tends to impart a downward bias to the academic research to industrial innovation have been car- estimated rate of return. ried out. Most seem to have focused on the drug industry. For example, see Mansfield et al. [15, ch. 8] and Schwartz- man [24]. Also. Mushkin [26] estimated social rates of return for biomedical research, much of which is carried out 2. New products and processes based on recent at universities and colleges. In addition, Project Hindsight academic research and the Traces study dealt with about 20 weapons systems and five major innovations, and Gellman [7] provided rele- vant data bearing on this topic. A random sample of 76 major American firms . The research on which this paper is based was supported by in seven manufacturing industries-information a grant from the Division of Policy Research and Analysis processing, electrical equipment. chemicals. instru- of the National Science Foundation. which of course IS not go responsible for the views expressed here. My thanks to Leonard Lederman. who was the first to encourage me to 2 work on this project, and to Edward Denison, Rolf Piekarz, By "recent". we mean recent in relation to the time when and Eleanor Thomas for helpful comments. and to the 76 the innovation occurs. Some observers. particularly in the add firms that provided the basic data used in this paper. A drug industry. have argued that 15 years is too short. preliminary version of this paper was presented at the Na- because it often takes longer than this for academic re- tional Science Foundation at Economics Day at the Univer- search to be applied. Our reason for using 15 years is to be comma sity of Pennsyivania. and at the 1988 annual meetings of the very conservative. Results based on other time intervals American Economic Association. would. of course. be interesting and valuable. 3 For example. a dollar of benefits occurring 20 years hence Research Policy 20 (1991) RPY00575 is worth now only about 3 cents if the interest rate equals North-Holland 0.20. 0048-7333/90/$3.50 © 1990 - Elsevier Science Publishers B.V. (North-Holland) REQUEST Author. please indicate printer's errors in BLUE author's changes in RED E Manstieia Academic research and industrial innovation Table 1 Percentage of new products and processes based on recent academic research. seven industries. United States. 1975-85 Industry Percentage that could not have been Percentage that were developed developed (without substantial delay) with very substantial aid in the absence of recent academic research from recent academic research Products Processes Products Processes Information processing 11 11 17 16 Electrical 3 3 4 Chemical 4 4 4 Instruments 16 5 1 Drugs 27 29 17 8 Metals 13 12 9 9 Oil 1 1 1 1 Industry mean 11 9 8 6 Source: See section 2. a Unweighted mean of industry figures. ments. drugs, metals. and was chosen. 4 This seems to be highest in the drug industry (which sample accounts for about one-third of these in- has an obvious interest in the large amounts of dustries' total sales in 1985. Data were obtained medical. biological, and pharmaceutical research from each firm's top R&D executives concerning carried out at universities) and lowest in the oil the proportion of the firm's new products and industry. To a considerable extent. these interin- processes commercialized in 1975-85 that, accord- dustry differences with respect to new products (eleven ing to these executives (and their staffs) could not can be explained by differences among firms in have been developed (without substantial delay) in R&D intensity. A firm's percentage of new prod- the absence of academic research carried out ucts based in this way on recent academic research within 15 years of the first introduction of the seems to be directly related to the percentage of its 11 innovation. 5 As indicated in table 1, about sales devoted to R&D. Holding R&D intensity percent of these firms' new products and about 9 constant, interindustry differences are not statisti- percent of their new processes could not have been developed (without substantial delay) in the absence of recent academic research. 6 5 While our initial requests for information and cooperation The percentage of new products and processes were made to the firms' chairmen. the respondents were based in this way on recent academic research often the top R&D executives who based their responses in part on detailed data obtained from people at lower levels of their organizations. (For further comments on the data. 4 The frame for this survey was the list of major firms in see footnote 11.) these industries in Business Week, 23 June, 1986. This list By "substantial delay", we mean a delay of a year or includes all firms spending over $1 million (or 1 percent of more. Of course. it is always hard to rule out completely the sales, if sales were at least $35 million) on R&D in 1985. A possibility that. in the absence of the relevant academic random sample of 76 of these firms was chosen. and data research. industrial or government researchers might have were obtained from all of them (sometimes after consider- provided the necessary information: but according to the able discussion and negotiation) through questionnaires and firms, this would have been extremely unlikely for the interviews. The number of firms included in each industry innovations they included in this category. As pointed out is: information processing, 25: electrical equipment. 14: in section 5 below, they believe that, without the completion chemicals. 15: metals. 6: instruments. 7; drugs. 6; oil. 3. An of the academic research. it would have taken at least 9 attempt was made to allocate the sample optimally among years longer, on the average, for these new products and industries (that is, with sample size being proportional to processes to have been introduced. 6 the total number in each industry times the relevant stan- The figures in table 1 for each industry are weighted means dard deviation). The sample size of 76 was chosen because of the firm percentages, the weights being the 1985 sales of it seemed large enough to result in the desired precision. See the firms. The unweighted means of the firm percentages Cochran (4, ch. 5]. The firms in our sample accounted for tend to be higher than the weighted means in table 1. The about one-third of the sales in the population of firms in standard errors of the unweighted means are about 2 per- these industries in 1985. centage points. IMPORTANT 1. Please correct the proofe carefully; the for detecting errors rests with the author: 2 Restrict corrections to leat verience with 3. Recheck all reference data 4. A charge will be made for extensive Delete E. Mansfield / Academic research and industrial innovation cally significant. One of the most important rea- sence of academic research. 9 For example, sons why relatively &D-intensive firms are more academic research often provides new theoretical likely than others to carry out innovations based and empirical findings and new types of instru- on recent academic research is that they tend to be mentation that are essential for the development more closely abreast of such research. of a new product. but does not provide the specific In some cases, new products and processes invention itself. Thus. academic studies by Profes- could have been developed without the findings of sors Kipping and Staudinger provided basic infor- recent academic research. but it would have been mation concerning organo-silicon chemistry which much more expensive and time-consuming to do laid the groundwork for industrial silicones. 10 so. 8 In table 1, such cases are designated as ones where development occurred with very substan- tial aid from recent academic research". About 8 3. Academic-research-based products and process- percent of these firms' new products and about 6 es: Sales and savings percent of their new processes during 1975-85 fell into this category. Frequently, while it was techni- While the previous section indicates that about cally possible for the firm to have developed them 11 percent of the new products introduced in these without the findings of recent academic research, industries in 1975-85 could not have been devel- it seemed economically undesirable to have at- oped (without substantial delay) in the absence of tempted it. Thus, in a practical sense. many of recent academic research, it tells us nothing about these innovations could not have been developed the economic importance of these new products. (without substantial delay) in the absence of re- To help fill this gap, data were obtained from each cent academic research. firm concerning the 1985 sales of its new products The percentages in table 1 are somewhat higher first commercialized in 1982-85 that could not than those based on Gellman's study [7] of 121 have been developed (without substantial delay) in innovations occurring in these industries during the absence of recent academic research. From 1953-73 in the United States, which indicated these data, estimates were made of the total 1985 that about 7 percent were based on inventions sales for all such new products first commercial- conceived at universities. (Among innovations des- ized in 1982-85 by all major firms in each of these ignated as "radical breakthroughs", the per- industries, the results being shown in table 2. 11 centage was 14 percent.) This would be expected The total sales of such new products in 1985 in since many innovations that are not based on these seven industries seems to have been about inventions conceived at universities could not be $24 billion. Because there are large differences developed (without substantial delay) in the ab- among firms in the sample with regard to the 1985 sales of such new products. the estimated total sales figures for individual industries contain large 7 Letting P, be the percentage of the ith firm's new products sampling errors. Thus, although the drug, infor- that could not have been developed (without substantial delay) in the absence of academic research. and R, be the ith firm's percentage of sales devoted to R&D in 1985, the 9 In the drug industry, table 1 shows that about 27 percent of regression equation the new products could not have been developed (without P, = 7.11 + 2.18., (R² - 0.10). substantial delay) in the absence of recent academic re- search. This percentage is considerably higher than the (2.73) percentage of drug discoveries made by the universities. where the /-statistic is shown in parentheses below the According to / et al. [15] and Schwartzman [24], the regression coefficient. Holding R, constant. both industry latter figure may have been 10 or 15 percent. As noted in dummy variables and firm size (as measured by 1985 sales) the text. the reason why the figure in table 1 is higher than are statistically non-significant. the latter figure is that academic research often results in 8 Frequently, academic research results in new techniques findings that are necessary but not sufficient for the dis- that enable scientists and engineers in firms and elsewhere covery or improvement of a drug. Industrial R&D must be to carry out R&D in particular areas more cheaply, quickly, carried out to extend. supplement. and focus the findings of or accurately. For example, high resolution nuclear mag- the academic R&D. (In addition, of course. some of the netic resolution spectroscopy, which was based on research differences may be due to sampling errors, which are dis- at Stanford and Harvard Universities. has become indis- cussed in footnote 34.) pensable in many chemical laboratories. 10 Jewkes, Sawers and Stillerman [8, pp. 296-299]. Mansfield 4 E. Mansfield / Academic research and industrial innovation mation processing, and electrical equipment in- Turning to new processes. data were obtained dustries seem to have the largest sales of new from each firm in our sample concerning the products of this sort. these differences could be savings during 1985 from new processes first com- due in substantial measure to sampling errors. mercialized in 1982-85 that could not have been Given our objectives. the important figures are the developed (without substantial delay) in the ab- seven-industry totals ($24 billion and $17.1 bi- sence of recent academic research. From these llion) which. although they have substantial sam- data. estimates were made of the total savings pling errors. are sufficiently precise to be useful. during 1985 from such new processes for all major (Note too that these totals are quite consistent firms in each industry. 13 The seven-industry total with McGraw-Hill [10] data. was about $7.2 billion. as shown in Table 2. The information processing industry seemed to have 11 To make this estimate, we muluplied the number of major greater savings than the other industries, but the firms in each industry by the mean 1985 sales of such sampling errors in the figures for individual in- products of the firms in the sample. A major firm is defined dustries are very large. The important figures are here as one that is big enough to be included in the Business the seven-industry totals ($7.2 billion and $11.3 Week list cited in footnote 4. Many of the firms went to a considerable amount of trouble to provide reasonably accu- billion) which. while they contain substantial sam- rate data. For other firms. the data are rough, but we tried pling errors. are accurate enough to be useful. in a variety of ways to make sure that the executives had what seemed to be a solid basis for their estimates. Non- etheless, data of this sort have obvious limitations, and 4. Time lags between academic research and in- should be treated with appropriate caution. 12 dustrial innovation The results in tables 1 and 2 seem to be quite consistent with McGraw-Hill's survey of business plans for research and development expenditures [10], which provides data for To understand the relationship between five of our seven industries. In its 1982 survey, McGraw-Hill academic research and industrial innovation, we asked the respondents what percentage of their 1985 sales need data regarding the length of the time lags would be in new products introduced for the first time in 1982-85. If this percentage for the kth industry is Lk, if the between academic research findings and the com- kth industry's 1985 sales equal Mₖ, if the percentage of mercialization of the innovations based on these new products in the kth industry that could not have been findings. Information concerning these time lags developed (without substantial delay) in the absence of was obtained from the firms in our sample. For recent academic research is Nₖ, and if the total sales during each firm's new products and processes intro- into 1985 of new products commercialized in 1982-85 that duced in 1975-85 that could not have been devel- could not have been developed (without substantial delay) in the absence of recent academic research is Yₖ: oped (without substantial delay) in the absence of recent academic research. data were obtained con- in Inserting our estimates of Nₖ table 1 this cerning the mean time interval between the rele- equation. together with estimates of Lk and the actual vant academic research finding and the first com- values of Mₖ, we find that the resulting estimates of Yₖ for mercial introduction of the product or process. If these five industries are close to our estimates of Yₖ. The more than one such research finding was required differences generally can be attributed to sampling errors. for the development of the innovation, this time The McGraw-Hill data cannot be used to check our results for the drug and information processing industries, interval was measured from the year when the last because these data are not available for them. To obtain of these findings was obtained. 14 data concerning Lk for these two industries, we contacted leading firms in each industry, which provided us with rough estimates. For the information processing industry, the resulting estimate of Yₖ is reasonably similar to our 13 To make this estimate. we multiplied the number of major estimate of Yₖ. But in the drug industry, it is much lower firms in each industry by the mean 1985 savings from such than our estimate of Yₖ. According to some leading R&D processes of the firms in the sample. For some firms, these executives in the drug industry, this is because our estimate savings data, like the sales data discussed in footnote 11, of Lk for this industry is too low. But if this is not the case, are rough. Our comments at the end of footnote 11 apply to and if our estimate of Yₖ for this industry is too high, our these data as well. 14 final results will not be affected very much. For example, Because not all of the firms could provide data of this sort, even if this estimate were double what it should be, the and because others sometimes could only approximate these social rate of return in table 4 would be 26 percent. which is dates, the results contain errors. but the averages in table 3 not very different from the figure of 28 percent given now. should be reasonably accurate. Mc-Graw-Hill's E. Mansfield / Academic research and industrial innovation 5 Table 2 Estimated sales of new products based on recent academic research and estimated savings from new processes based on recent academic research. seven industries. United States. 1985 a Sales or savings Innovations that could Innovauons that were not have been developed developed with very (without substantial substantial aid delay) in the absence from recent of recent academic academic research research Total 1985 sales by major firms of new products first commercialized in 1982-85 and based on recent academic research: Billions of dollars 24.0 17.1 Percent of total sales of major firms 3.0% 2.1% Total 1985 savings by major firms due to new processes first commercialized in 1982-85 and based on recent academic research: Billions of dollars 7.2 11.3 Percent of total costs of major firms 1.0% 1.6% Source: See section 3. a The seven industries that are included are listed in table 1. As shown in table 3, the mean time lag in these innovations that could not have been developed industries was about 7 years. 15 In general, it (without substantial delay) in the absence of re- appears that the time lag tends to be longer in cent academic research. larger firms, which is consistent with the view that It is interesting to note that Gellman [7] found development often takes longer in larger firms. almost precisely the same average lag for Also, some small firms are formed to commercial- academic-research-based innovations in 1953-73 ize the results of academic research. When size of (his average was 7.2 years). Also, an analysis of firm is held constant, the average lag tends to be Gellman's data indicates that academic-research- greater in the metals industry than in the others, based innovations tend to be carried out by much but the sample size in this industry is rather small, smaller firms than other innovations. Whereas so this finding should be viewed with considerable about 20 percent of other innovations were carried caution. Letting Dᵢ be the mean time lag (in years) out by firms with under 100 employees, almost 60 for the ith firm, percent of these innovations were carried out by D₁ = 5.72 + 0.38S, + 5.68Y, (R² 0.30), such small firms, some of which were probably (1) established to exploit the relevant academic re- (2.25) (2.95) search. 17 where Sᵢ is the 1985 sales (in billions of dollars) of the ith firm and Y, is a dummy variable that 17 Of course, one should bear in mind that Gellman's data are equals 1 if the ith firm is a metals firm and zero in many regards not comparable with ours. Besides the otherwise. 16 differences pointed out in the last paragraph of section 2. it For each firm's new products and processes is worth noting that. whereas the lag can be longer than 15 years for innovations in Gellman's sample, this cannot be introduced in 1975-85 that were developed with the case in ours, because we are concerned entirely with very substantial aid from recent academic re- innovations based on recent academic research. Also, in this search, similar sorts of data were obtained. As comparison (but not in that in the last paragraph of section shown in table 3, the average lag for these innova- 2), his data pertain to all industries. not just to those tions was 6.4 years, which is close to our result for included here. Nonetheless, it is reassuring to find that his results are so close to ours. Note too that there is no contradiction between our 15 The standard error of each of the overall means in table 3 is finding here that academic-research-based innovations tend about 0.6 years. to be carried out by small firms and our findings in foot- 16 In equation (1), the r-statistics are shown in parentheses note 7. The latter are based entirely on data for major below the regression coefficients. firms. Delete without 6 E. Mansfield / Academic research and industrial innovation 5. The social rate of return from academic re- Table 3 search: The basic model Average time lag between a recent academic research finding and the first commercial introduction of a new product or process based on this finding. seven industries. 1975-85 To calculate the social rate of return from the investment in academic research, we must com- Industry Innovations that Innovations that could not have pare the stream of social benefits if this invest- were developed been developed with very sub- ment takes place with what it would have been / substan- stantial aid from without this investment. holding constant the tial delay) in the recent academic amount invested in non-academic research. In absence of recent research (mean other words, we are interested in what would academic research number of years) (mean number happen if the resources devoted to academic re- of years) search were withdrawn-and not allowed to do the same or similar work elsewhere. 18 Specifically, Information processing 7.0 6.2 suppose that all academic research were to be Electrical 5.3 4.9 terminated permanently at the end of year t - 1. Chemical 6.8 7.3 Without the investment in academic research in Instruments 4.2 4.2 year t, the findings of this research (on which new Drugs 8.8 10.3 Metals 9.8 5.7 products and processes are based) would not be Oil * N.A. N.A. available, thus preventing or delaying the develop- ment and introduction of the new products and Industry meanᵇ 7.0 6.4 processes based on these findings. According to Source: See section 4. a the firms in our sample, it would have taken at Reliable data could not be obtained for a sufficiently large least 9 years longer, on the average, for the new number of innovations to allow us to present figures for this industry. products and processes in tables 1-3 (that were b Unweighted mean of industry figures. based on academic research) to have been intro- duced. But since estimates of this sort obviously are subject to large errors, we make the more investment in academic research in year t. This is conservative assumption that it would have taken an incremental rate of return, since it is the rate of 8 years for this to occur. As we shall see, our return from only the final installment of the total findings change relatively little, even if we assume investment required to bring forth the relevant that this average delay is much less (for example, 3 academic research findings. Absent the investment years). in year i, the findings of this research would not The social rate of return from the investment in have been produced (without considerable delays), academic research in year I is the interest rate that but this investment is not the total investment makes the present value in year t of the extra required to elicit these findings. Because of the social benefits due to the earlier introduction of cumulative nature of science, this total investment these new products and processes equal to the may have extended over decades or centuries. Nonetheless, for policy-makers who must decide how much to invest next year in academic re- 18 Note that we focus on the rate of return from the entire search. this incremental rate of return is of primary investment in academic research, not the rate of return significance. Past investments in academic re- from an extra dollar spent on academic research. While the search are sunk costs, and the social rate of return latter rate of return is of great significance, we cannot from next year's investment is what counts. estimate it with the existing data. Our objective is not to allocate the growth in output among various contributing To calculate this rate of return. we assume, factors, as in Edward Denison's pioneering work (for exam- based on the average time interval in table 3, that pie, Denison [5]). Instead. it is to estimate the extent of the the new products and processes made possible by social benefits which would have been forgone in the ab- the investment in academic research in year I are sence of recent academic research, which obviously is a introduced 7 years later (that is, in year t', where polar extreme. In interpreting the results, it is important that this be borne in mind (see section 7). For interesting discus- = t + 7). The social benefits from the innova- sions of other relevant considerations, see Kendrick [9]) and tions commercialized in year t' that are based on Neison (21). academic research in year I are assumed to con- 0,note Delet E. Mansfieid / Academic research and industrial innovation assumption is even more conservative. 40 The reason why the social benefits stop in year INSUAL SOCIAL OR COST MILLIONS OF DOLLARS PER YEAR 1'+7 is that we make the conservative assumption 30 that. in the absence of academic research. the 20 relevant research findings would have been ob- tained (through industrial. government. or other AVERAGE SOCIAL 10 BENEFIT 1 M FIRST FOUR YEARS COMMERCIALIZATION research) in time to permit the introduction of the new products and processes based on these find- O ings in year r'+8-that is, 8 years after they would have been introduced if the investment in -6 -4 -2 O 2 4 6 8 10 12 academic research in year I had been made. Hence, YEAR THE FIRST COMMERCIALIZATION OF THE after year 1'+7, there are no social benefits in INNOVATION OCCURS IN YEAR o excess of those that would have accrued without Fig. 1. Annual social benefit or cost. by year, from first academic research in year t. 20 Note once again commercialization of innovation. mean for 53 industrial in- novations. Source: Foster Associates [6], Mansfield et al. [13], that the firms in our sample regard this assump- and Nathan Associates [17]. tion of a 8-year delay as being conservative (that is, on the low side). 21 Thus, based on the very conservative assump- tinue up to year r'+7 (and no longer) at their tions described in this section, if we want to average annual level in the first four years after estimate the social rate of return from the annual commercialization, and to be zero before year t'. investment in academic research during 1975-78, This, as explained in the following paragraphs, is a we must find the value of i which satisfies the very conservative assumption. following equation: Figure 1 shows the average annual stream of social benefits and costs for the 53 industrial innovations studied in Mansfield et al. [14], Foster X 1 + 1 + . . . + 1 Associates [6], and Nathan Associates [17], the three principal sources of data on this topic. 19 (2) For the innovations based on academic research in year t, we are replacing the time form of social where C is the annual investment in academic benefits and costs in fig. 1 with the dotted line research during 1975-78, and X is the annual shown there. This dotted line underestimates the social benefit from this investment. average social benefits in the years after the com- mercialization of the innovation, as well as the social costs (due to investment in applied R&D, plant and equipment, and startup activities) prior 20 This assumes that the average social benefit during the first to year t'. On balance, this a very conservative four years after commercialization is about the same if the assumption, if the time form of social benefits innovation is delayed 8 years as if it is not delayed. Whether (savings from new processes, profits from new or not this is true will vary from case to case, but since products, and benefits to those other than the benefits 8 years or more after commercialization are so innovator) and costs is at all similar to that of the heavily discounted, the results are not influenced much by this assumption. Moreover, it is a conservative assumption 53 innovations included in fig. 1. If the interest so long as the delay does not increase the annual social rate is 0.25, the discounted net social benefits benefit from the innovation. which seems unlikely in most based on this assumption are about half of their cases. 21 actual value. If the interest rate is lower, this In considerable part, this long delay occurred because in- dustrial researchers often had little or no incentive to do the kinds of work that academic researchers carried out. 19 Three of Nathan's innovations had to be omitted because of Whereas the academic research underlying the innovations incomplete data. A fourth was excluded because the timing in tables 1-3 was of interest to academic researchers (and of the social benefits from this innovation was affected to the federal agencies that financed much of it), it often dramatically-and very atypically-by the outbreak of an seemed to be of little or no direct use to firms; and even epidemic. The costs and benefits in fig. 1 are in constant when it did seem to be of use, there often was no effective dollars. means for the firms to appropriate the benefits. 8 E. Mansfield / Academic research and industrial innovation 6. Academic research during 1975-78: Estimated recent academic research. if one accepts the very rate of return conservative assumption in section 5-that is, if we assume that the annual social benefits equal To solve equation (2) for 1. we need the values their average annual level in the first four years of C and X. With regard to C, we use the world- after commercialization. wide investment in academic research. since Under this very conservative assumption. X academic science is in many respects an interna- equals the mean value of B(t') during 1982-85. tional enterprise, and firms in all countries draw on the findings of foreign as well as domestic academic research. OECD data and Campbell [2,3] are used to estimate the annual investment during 24 For a description of the OECD data. see OECD [22]. Data 1975-78 in academic research (other than the for 1975-78 were provided by Allison Young of OECD. social sciences and psychology) in the OECD For the United States. the OECD figures exceed the NSF figures. because they include capital spending and federally countries and the Soviet Union (which, according funded research and development centers administered by to the National Science Foundation, 22 carry out universities. Since work by the centers is not included in our almost all of the world's scientific and technologi- definition of academic research. the R&D performance of cal activities). Because of the difficulties in dis- these centers is deducted from the OECD figures. tinguishing R&D from teaching (and for other To estimate academic research expenditures in the Soviet reasons), the resulting estimate of C (which is Union. we use Campbell's figures (3) for 1975-78 and his dollar-ruble conversion ratio for 1976 and 1977. See expressed in 1985 dollars 23) is rough. 24 For- Campbell [2]. tunately, our results are not very sensitive to rea- There are several important problems in these data. For sonable variations in this estimate. one thing, unsponsored research by U.S. faculty members is To estimate X, the first thing to note is that, omitted. According to the National Science Foundation since there is a 7-year lag, the investment in [19], about 16 percent of engineering research in universities was unsponsored in 1978, as well as about 22 percent of academic research during 1975-78 results in new research in the physical sciences, 13 percent in the life products and processes commercialized in 1982- sciences, and 16 percent in the environmental sciences. 85. Let b₁ⱼ be the social benefit during year t' Thus, to take account of unsponsored research, the Ameri- (where j = 0,...,3) from the ith new product or can figure should be increased. Also, some spending by process (based on academic research) commercial- states on research at state universities, if it is not designated as research. is omitted. On the other hand, Japan counts all ized in year t'. If we define B(t') as E,E³,-ob,,/4, of its university teaching budget as academic research, where the first summation is over all of the new which means that its figure for university R&D is too high. products and processes commercialized in year t' See Science, 2 October 1987. According to experts in the that were based on academic research, it follows field, there is no reason to believe that the OECD figures for all member countries as a whole are biased downward. that B(t') is the sum of the social benefits accru- Martin and Irvine [16] have made a careful study of ing annally from the new products and processes academic research financed by government in France, commercialized in year t' that were based on Germany, Japan, the Netherlands, the United Kingdom, annually and the United States. Including estimates of unsponsored research by faculty members, they estimate the amount that National Science Foundation [18, p. 4]. According to the was spent on academic research financed by general univer- National Science Foundation [18, p. 278] about 11 percent sity funds and academic, separately budgeted, research in of academic R&D in the United States in 1975-78 went for these SIX countries in 1975. Since these countries account the social sciences, psychology, and other research not for about 86 percent of all OECD academic research, concerned with engineering or the physical, environmental, according to the OECD data, a reasonable estimate of the mathematical, or life sciences. In other countries like Japan, OECD total academic research supported by government in this percentage may be higher [18, p. 206], but to be 1975 is their figure divided by 0.86. Including the Soviet conservative, we assume that the U.S. percentage is true in Union, the total (excluding psychology, social sciences, all countries. This may tend to bias the estimated rate of vocational studies, and humanities) provides no indication return downward. that our estimate of C is on the low side. 23 Like the National Science Foundation. we use the GNP Nonetheless, even if our estimate of C were 25 percent deflator to convert to 1985 dollars. As pointed out in too low, our results would not be changed. except in detail. Mansfield [11], this deflator has important weaknesses, but The social rate of return is 25 percent (rather than 28 for present purposes it should be good encugh. While it percent, as shown in table 4). Neglecting the benefits to may result in some downward bias in C, this bias will be users from new products, the social rate of return is 8 too small to affect the results materially. percent (rather than 10 percent, as shown in table 4). E. Mansfield / Academic research and industrial innovation 9 That is, As is well known, the social benefits from a 1985 1985 3 new process consist of the savings to the innovator X = Σ B(t')/4 = Σ Σ j)/16, plus whatever net benefits accrue to others. and i'-1982 1982 the social benefits from a new product consist of (3) the increased gross profits (cash flow adjusted for effects on displaced products) of the innovator where B(t', j) = E,b,,. (That is, B(t', j) is the plus the net benefits to users. 26 To make a con- sum of the social benefits in year i'+ 1 accruing servative estimate of B₈₅, we begin by adding the from the new products and processes commercial- savings from the new processes in the left-hand ized in year t' that were based on recent academic column of table 2 to the gross profits (cash flow research.) Under this conservative assumption, the adjusted for effects on the profits of displaced sum of the social benefits during 1985 of all of the products) from the new products in the left-hand Donot new products and processes first commercialized column of table 2. 27 However. this figure must be in 1982-85 that were based on recent academic adjusted for three reasons. First, we have assumed capitalize research is: that the investment in academic research resulted 1985 in no social benefits from the new products and B₈₅ = Σ 1985 (4) processes developed "with substantial aid" from we i'-1982 recent academic research. In fact, it seems rea- sonable to assume that at least half of these new Assuming for simplicity that the effects of j on products and processes would not have been de- B(t', i) are independent of those of t' on comma veloped (without substantial delay) in the absence B(t', can approximate X by B₈₅/4. not of academic research. Thus, half of the savings (Note that X, like C, is in 1985 dollars.) from the processes and gross profits from the period products in the right-hand column of table 2 are added to the above figure. 28 25 Put differently, we assume that the changes over time Second, we have assumed that only American (during the first 4 years) in the sum of the social benefits firms enjoy savings and profits from innovations accruing from the new products and processes commercial- based on academic research. Even in the 1960s, ized in year t' (that were based on recent academic re- search) are the same, regardless of whether 1' 1982, 1983, when America was far more dominant technologi- 1984, or 1985. In other words, if we constructed an annual cally than in 1982-85, the National Science social benefits curve (like that in fig. 1) for the sum of all innovations commercialized in 1982. its slope (for number of years=0,....,3) is assumed to be the same as for innova- 26 For a much more detailed and complete discussion of the tions commercialized in 1983, 1984, or 1985. This assump- delete measurement of the social benefits from a new process or tion seems to be a reasonable first approximation. Without product, see Mansfield et al. [13]. much more detailed data (which do not presently exist), 27 parenthesis As explained in Mansfield et al. [13], gross profit-that is, some assumption of this sort must be made. profit without depreciation being deducted-is the relevant For a simple case where the effects of j are independent concept here. To estimate gross profit, we multiplied the of those of i', take the situation where B(f',j)-f(()+ estimated 1985 sales of the products that could not have 18(j). Under these circumstances, it follows from equations been developed without recent academic research by the (3) and (4) that average ratio of gross profit (net profit plus depreciation) to X-j+₈, (5) sales in 1985 in the relevant firms, the latter ratio being obtained from the firms' accounting records. Next, a rough and adjustment was made to allow for the fact that the new B₈₅-4(j+₈), (6) products' profits were partly at the expense of older prod- where ucts (sold by other firms as well as by the innovators) they partially or entirely displaced [13]. Based on interviews with 1985 j Σ f(t')/4 company executives. the resulting gross profit figures are i'-1982 reasonable, but rough. 28 Here too we assume that there would be an 8-year delay in and the absence of academic research. To see what the effects 3 would be if we made the even more extreme assumption that academic research resulted in no social benefits from j-0 the new products and processes developed "with substan- Obviously, B₈₅/4, which is the point made in the text. tial aid" from recent academic research, see table 4. 10 E. Mansfield / Academic research and industrial innovation Foundation [20] estimated that American firms ratio seems to be too low. 32 Nonetheless, we carried out only slightly more than half of the make the seemingly conservative assumption that major innovations in the leading OECD countries. this ratio prevails for new products. 33 For new Based on this and more recent evidence. 29 it processes. we ignore social benefits other than to appears that a conservative estimate of the the innovator. worldwide savings and gross profits in 1985 from The resulting estimate of X. together with our new products and processes first commercialized estimate of C. implies that the estimated social in 1982-85 that were based on recent academic rate of return- that is. the value of i in equation research would be double the American figure (2) 28 percent. Of course, the roughness of obtained in the previous paragraph. (Note that, this figure should be emphasized. but it is note- even if we were to assume that they were only 1.5 worthy that the estimated rate of return is so high, times the American figure, our results would given the many ways in which it has been biased change relatively little.) downward. Among other things, we have ignored: Third, we have assumed that new products and (1) the social benefits from innovations based on processes based on recent academic research result academic research in all industries other than the in no social benefits other than to the innovator, seven in table 1; (2) the increases in annual social which is ridiculously conservative. 30 For the benefits from innovations based on academic re- product innovations in Mansfield et al. [13], the search after their first four years of commerciali- benefit to users during the first four years after zation; and (3) the social benefits from innova- their introduction was about eight times as great tions based on academic research findings that are as the gross profit from these products, even commercialized more than 15 years after the find- though in some cases we must ignore the effects ings or that are introduced by non-major firms. on the profits of displaced products, thus reducing Moreover, as shown in table 4, the estimated the ratio of benefits to users to gross profit. 31 rate of return is 23 percent, even if we exclude all (For the product innovations in Foster Associates social benefits from innovations developed with [6]) and Nathan Associates [17], the ratio was even substantial aid from academic research. Going to higher.) Based on a small random sample of an even more conservative extreme, the figure is academic-research-based innovations, this 8-to-1 32 Because the direct estimation of the benefits of an innova- tion to users is a very laborious and expensive process, we have had to limit this part of our study to ten new products in these industries that were based on recent academic 29 According to the National Science Foundation (18, p. 203] research. These products were randomly chosen. In every the United States carried out 39 percent of the industrial case, the ratio of the benefits to users to the innovator's R&D in these industries in seven countries (Japan, gross profit (in the first four years after the product's Germany, the United Kingdom, France, Canada, Italy, and introduction) exceeded 8. These results, taken in combina- the United States). Since many countries, including the tion with the findings of Mansfield et al. [13], Foster Soviet Union, are omitted. the percent of world R&D must Associates [6], and Nathan Associates [17], which provide be well below 39 percent. According to Gellman's data [7], detailed estimates for about 40 new products. seem to the proportion of innovations based on academic research provide substantial evidence that the 8-to-1 ratio is con- in other countries (Canada, France, Germany, Japan. and servative. 33 the United Kingdom) was an high as in the United States, It would be preferable, of course, to make direct estimates and the average time lag was not significantly different. of the benefits to users, rather than to make crude estimates 30 For a description of methods to estimate the benefits to based on this ratio, but existing resources do not permit users, see Mansfield et al. [13]. Even without the work of such an ambitious undertaking. In table 4. it is shown that the past decade or so, it is obvious that the exclusion of the the estimated social rate of return is 10 percent even if the benefits to industrial and individual users results in a gross benefits to users are assumed to be zero. Thus, even if this under-estimate of the social benefits, since the benefits of ratio were too high, the rate of return would still be sub- new products are passed on (in substantial measure) to stantial. users (including consumers). Note too that we ignore the benefits to imitators of new 31 This pertains to the first 4 years after commercialization, products based on recent academic research. as well as the which is the period used here to estimate benefits. One benefits to customers of firms that carried out process reason why the ratio is relatively high is that profits often innovations based on recent academic research. These be- are lower than in later years. nefits can, of course, be considerable. products E. Mansfield / Academic research and industrial innovation 11 Table 4 presents, apparently for the first time, data con- Estimated rate of return from worldwide investment in cerning the percentage of new products and academic research in 1975-78. based on alternative assump- tions processes that. according to the innovating firms. could not have been developed (without substan- Assumption Rate of return tial delay) in the absence of recent academic re- (%) search. Since these data were obtained from key Including half of innovations developed technical and managerial personnel of the innovat- with substantial aid from academic research ing firms, they merit attention. although they, like Including estimated benefits to users other such survey data, are rough and contain from new products 28 sampling errors. Excluding benefits to users from Our findings suggest that about one-tenth of new products 10 the new and processes commercialized Excluding all innovations developed with during 1975-85 in the information processing, substantial aid from academic research electrical equipment, chemicals, instruments, Including estimated benefits to users drugs, metals, and oil industries could not have from new products 23 Excluding benefits to users from been developed (without substantial delay) without new products 5 recent academic research. The average time lag between the conclusion of the relevant academic Source: See section 6. research and the first commercial introduction of the innovations based on this research was about 7 10 percent (not excluding all social benefits from years (and tended to be longer for large firms than innovations developed with substantial aid from for small ones). A very tentative estimate of the academic research) or 5 percent (excluding all social rate of return from academic research dur- social benefits from innovations developed with ing 1975-78 is 28 percent, a figure that is based substantial aid from academic research), even if on crude (but seemingly conservative) calculations we ignore all social benefits to users from new and that is presented only for exploratory and products based on recent academic research. 34 discussion purposes. It is important that this fig- ure be treated with proper caution and that the many assumptions and simplifications on which it 7. Conclusions is based (as well as the definition of a social rate of return used here) be borne in mind. While Because the results of academic research are so interesting, it is by no means a full or satisfactory widely disseminated and their effects are so funda- solution to the long-standing-and extraordin- mental, subtle, and widespread, it is difficult to arily difficult-problem of evaluating the payoff identify and measure the links between academic to society from academic research. It is at best a research and industrial innovation. This paper very crude beginning. Nonetheless, our results provide convincing evi- 34 dence that, particularly in industries like drugs, There are sampling errors in the estimated rates of return in table 4. Since our sample was randomly chosen, rough instruments, and information processing, the con- estimates can be made of these sampling errors. Because tribution of academic research to industrial in- there is considerable variation among firms and because the novation has been considerable. Needless to say, sample size in some industries is quite small. the figures for this does not mean that other inputs like industrial individual industries in table 2 contain very large sampling errors. However, what is important here is the sum of the research, plant and equipment, labor and manage- industry figures for savings from new processes plus gross ment have not been important as well. But whereas profits from new products. If we include half of the innova- the contribution of these other inputs generally is tions developed with substantial aid from academic re- taken for granted, the role of academic research search, as well as the benefits to users from new products. sometimes has been regarded as far more ques- the probability is 0.975 that the rate of return exceeds 15 tionable. Our results, while they do not address percent, based on the assumptions in the previous section. Note too that the estimates by Mushkin [26] of the social the very difficult question of how to allocate the rate of return from biomedical research are about 50 per- social returns between academic and industrial cent, which exceed those in table 4. research, indicate that, without recent academic 12 E. Mansfield / Academic research and industrial innovation research, there would have been a substantial re- Technological Innovation, Report to the National Science duction in social benefits. This really is what the Foundation (1976). estimated social rate of return. as defined above. is [8] J. Jewkes. D. Sawers and R. Stillerman. The Sources of Invention. 2nd edn. (W.W. Norton. New York. 1969). saying. [9] J. Kendrick. Total Factor Productivity-What It Does Delet To prevent misunderstanding, it may be and Does Not Measure. Seminar on Science. Technology, worthwhile to conclude by recognizing that the and Economic Growth. OECD. Paris. 1989. comm rationale for academic research extends far be- [10] McGraw-Hill. Business Plans for Research and Develop- ment Expenditures. annual survey. yond the sorts of narrowly defined economic be- [11] Edwin Mansfield. Price Indexes for R and D Inputs. nefits considered here. Obviously, knowledge con- 1969-83. Management Science (January 1987). cerning the universe is important for its own sake, [12] Edwin Mansfield. Basic Research and Productivity In- and the education of students. which occurs in crease in Manufacturing, American Economic Review 70 many academic research projects, is socially im- (December 1980). [13] Edwin Mansfield et al., Social and Private Rates of Re- portant as well. Nonetheless. it is interesting to turn from Industrial Innovations. Quarterly Journal of find that, even if academic research is judged in Economics (May 1977). these relatively restricted terms, its role seems to [14] Edwin Mansfield et al.. The Production and Application of be substantial. 35 New Industrial Technology (W.W. Norton, New York, 1977). [15] Edwin Mansfield et al., Research and Innovation in the Modern Corporation (W.W. Norton, New York, 1971). References [16] Ben Martin and John Irvine, An International Comparison of Government Funding of Academic and Academically Re- [1] B. Bartocha, F. Narin and C. Stone, Traces-Technology lated Research, University of Sussex (July 1986). in Retrospect and Critical Events in Science, in: M. Cetron [17] Nathan Associates. Net Rates of Return on Innovations, and J. Goldhar (eds.), The Science of Managing Organized Report to the National Science Foundation (July 1978). Technology (Gordon and Breach, New York, 1970). [18] National Science Foundation. Science Indicators: The 1985 [2] R. Campbell, Reference Source on Sovier R and D Statis- Report (Government Printing Office. Washington, D.C., tics, Report to the National Science Foundation, 1978. 1985). [3] R. Campbell, Soviet R and D Statistics, 1970-1983, Report [19] National Science Foundation. Activities of Science and to the National Science Foundation (1983). Engineering Faculty in Universities and 4-Year Colleges: [4] W. Cochran, Sampling Techniques (Wiley, New York, 1978-79 (Government Printing Office, Washington, D.C., 1953). 1981). [5] E. Denison, Trends in American Economic Growth, 1929- [20] National Science Foundation, Science Indicators 1976 82 (The Brookings Institution, Washington, D.C., 1985). (Government Printing Office, Washington, D.C., 1977). [6] Foster Associates, A Survey on Net Rates of Return on [21] Richard Neison, Institutions Supporting Technical Ad- Innovations, Report to the National Science Foundation vance in Industry, American Economic Review 76 (May (May 1978). 1986). [7] Gellman Associates, Indicators of International Trends in [22] Organization for Economic Cooperation and Develop- ment, Selected Science and Technology Indicators, 1979-86 (OECD, Paris, 1986). 35 It should also be emphasized that our results do not rest on [23] Organization for Economic Cooperation and Develop- the so-called linear model of innovation, which assumes ment, Gaps in Technology: Analytical Report (OECD, Paris, that universities first perform basic research, the results of 1970). which are transferred to industry, which in turn does the [24] David Schwartzman. Innovation in the Pharmaceutical In- development leading to the innovation. As is well known. dustry (Johns Hopkins, Baltimore, 1976). this linear model is often violated. For example, academic [25] C. Sherwin and R. Isenson, First Interim Report on Project research frequently occurs in response to R&D carried out, Hindsight, Office of the Director of Defense Research and and problems encountered, in industry. Our analysis in no Engineering, Washington. D.C. (October 1966). way assumes that the linear model is true. It is just as valid [26] Biomedical Research: Costs and Benefits if the relevant academic research is in response to industrial (Ballinger, Cambridge, MA, 1979). research. Selma Mushkin EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF SCIENCE AND TECHNOLOGY POLICY WASHINGTON, D.C. 20506 January 4, 1991 STATEMENT FROM D. ALLAN BROMLEY, ASSISTANT TO THE PRESIDENT FOR SCIENCE AND TECHNOLOGY Leon Lederman's report Science: End of the Frontier? raises important issues that deserve, and are receiving, serious consideration. The view that activities of individual scientists and engineers throughout the nation represent the backbone of U.S. strength in science and technology is one that I have long shared. The anecdotal evidence that Lederman has compiled emphasizes the fact that the number of such investigators and the total of their requests for federal support of their research have both grown more rapidly during the past decade than has the available funding. The pain and concern expressed by the research community are very real. However, it is important to note that overall support for academic research and development has grown substantially -- from about $7 billion in 1968 (in 1988 dollars) to $13 billion in 1988, according to the Government-University-Industry Research Roundtable. Within this total, federal support rose from $5 billion in 1968 (in 1988 dollars) to $8 billion in 1988. Funding for research and development at America's colleges and universities has now reached 0.27 percent of the gross national product, an all-time high. The Bush Administration recognizes the vital contributions that individual and small-group research makes to fundamental scientific understanding, economic growth, an improved quality of life, enhanced national security, and the training of young scientists and engineers for industry, government, and academia. The Administration has therefore endorsed doubling the budget for-the National Science Foundation within five years and has increased funding for research and development at the many other federal agencies that support individual investigators. The Administration is also taking other steps in this area. It is premature for me to discuss the fiscal year 1992 budget, but support for individual investigators will receive special attention in that budget. At the same time, it is important to recognize that the recently concluded budget agreement imposes spending caps on domestic discretionary funding that limit spending growth. Nevertheless, there is widespread agreement in the Administration and in the Congress that we, as a nation, are underinvesting in research and development, and we will continue to strive for adequate support for individual and small-group research. public imagination. Following on the nologies. Critics have downplayed it as ESSAY heels of consumer electronics, the se- a technical advance that is limited to quence of events seemed all too famil- a narrow market. For many, the con- iar. Invented in the U.S., semiconduc- troversy has come to symbolize the Technology and tors spawned a vital American indus- government's difficulty in developing a try that captured a worldwide market. coherent technology policy. Technical competitiveness In 1976, however, Japan launched the feasibility, standards, market demand, Very Large Scale Integration (VLSI) pro- military implications and the role of gram. Ten years later the Japanese had foreign industry are all hotly debated captured 65 percent of the world mar- issues. In addition, the HDTV contro- ket for computer memory products. versy has drawn attention to the fact The lesson learned was a hard one: that a solid manufacturing base is es- even high-tech U.S. industry could be sential to technological leadership. It by B. R. Inman devastated in short order by foreign has also emphasized the close linkages and Daniel F. Burton competition. The decline of the U.S. among several related technologies. As semiconductor industry reaffirmed the one government official stated, "The fact that leading-edge product technol- next generation of televisions is the he once commanding U.S. advan- ogy by itself is not enough; process next generation of computers." T tage in technology has slipped technology, world-class manufacturing Taken together, these developments away. The culprit? Internation- capability and government-industry co- have prompted recognition of the need al competition. The consequence? U.S. operation are also essential. for a workable U.S. public policy frame- Close on the tracks of the semicon- work for technology. Although the de- government and business relationships have been fundamentally altered, with ductor fiasco came the superconductor bate is still unfolding, there is growing breakthrough. The series of events that awareness that action is essential in major implications for U.S. science and followed highlighted two key issues. four areas: strengthening the U.S. man- technology policy. Although the reper- cussions are still being sorted out, the First, these events demonstrated just ufacturing base, upgrading the policy- basic message is clear: when it comes how quickly technical knowledge is dif- making machinery for technology, re- to technology, U.S. public policy can no fused around the world. The finding at building the technological infrastruc- longer afford to be preoccupied with the IBM laboratory in Switzerland set ture and widening federal R&D efforts off an international chain reaction of to include more commercially relevant basic research and military issues; eco- nomic security and industrial competi- intense verification efforts and new re- technology. In each area, the need is tiveness are also vital considerations. search advances throughout Japan, the clear; the means are less apparent. Five technology stories illustrate the U.S., Europe and China. Second, super- The debate about technology and changing public policy debate: consum- conductors riveted U.S. government at- competitiveness has enormous impli- er electronics, semiconductors, super- tention on one overriding issue: how to cations for U.S. national security and conductors, the FSX fighter airplane translate basic research into products economic growth. As such, it promis- and high-definition television. Taken and processes that yield the sought-af- es to have a far-reaching impact not together, they hold important lessons ter military and economic benefits. The only on the strategic objectives the na- for U.S policymakers. demise of the U.S. consumer electron- tion pursues but also on the institu- The decline of U.S. consumer elec- ics and semiconductor industries was tions that shape our policies. In the tronics was the first shot across indus- not lost on public officials. past, U.S. policies have tended to im- try's bow. American inventors pio- In the spring of 1989 another techno- pede rather than to assist efforts of neered this field with such innovations logical issue made headlines-the FSX the private sector to bring new tech- as the phonograph, radio broadcasting, fighter. The debate revolved around nology rapidly to market, because the television receivers, the transistor, col- a proposed joint venture between the U.S. government has not addressed the or television, portable radios and vid- U.S. and Japan to produce a new tac- commercialization of technology as a eocassette recorders. Until 1970, Amer- tical fighter based on General Dynam- public policy issue. We can no longer af- ican industry dominated the consum- ics' F-16 aircraft. Critics feared it would ford to ignore this issue. Arcane topics, er electronics business. Since then, it be a giveaway of American technol- such as technical standards. patent law, has lost virtually the entire market. The ogy and would help Japan achieve its R&D funding and intellectual property, industry learned too late that techni- long-standing goal of creating a civilian that once were viewed as the respon- cal breakthroughs must be relentless- aerospace industry. Proponents argued sibility of obscure bureaucrats will in- ly followed up with manufacturing sys- that it would actually keep Japan from creasingly engage public officials at the tems capable of high-quality, low-cost, building its own plane and that the U.S. highest levels. And government agen- volume production. The federal gov- would gain access to Japanese tech- cies will have to be refocused to ad- ernment contributed to the demise of nology. Although a modified version of dress the new priority of technology the industry by allowing imports to the agreement was eventually signed, and competitiveness. be dumped in the U.S. market while the debate brought out a deeper policy The broad contours of a responsive foreign markets remained essentially question: Should American economic technology policy are beginning to take closed to American producers. interests be given as much weight as shape. The challenge ahead is to imple- If the collapse of consumer electron- traditional security concerns in the for- ment specific policies and programs ics could be dismissed in some cir- mulation of U.S. foreign policy? that produce concrete results. cles as a low-wage, commodity indus- For the past two years, Washington try without real importance to the U.S. has been embroiled in a policy dispute B. R. INMAN is president of Inman economy, semiconductors could not. over high-definition television. Backers Associates. DANIEL F. BURTON is exec- Semiconductors personified Silicon Val- of HDTV hail it as the most significant utive vice president of the Council on ley high tech to many Americans, and development since color television and Competitiveness. the trials of this industry captured the think it will drive several related tech- 126 SCIENTIFIC AMERICAN January 1991 Rx: A Technology Policy By B. R. INMAN, president of Inman Associates and member of the Executive Committee of the Council on Competitiveness, and DANIEL F. BURTON, executive vice president of the Council on Competitiveness. T he once commanding U.S. advantage in tech- into products and processes that yield the sought- nology has slipped away. The culprit? Inter- after military and economic benefits. national competition. The consequence? U.S. In the spring of 1989 another technological issue government and business relationships have been made headlines-the FSX fighter. The debate re- fundamentally altered, with major implications for volved around a proposed joint venture between U.S. science and technology policy. Although the the U.S. and Japan to produce a new tactical fighter repercussions are still being sorted out, the basic based on General Dynamics' F-16 aircraft. Critics message is clear: when it comes to technology, U.S. feared it would be a giveaway of American technol- public policy can no longer afford to be preoccu- ogy and would help Japan achieve its long-standing pied with basic research and military issues; eco- goal of creating a civilian aerospace industry. Pro- nomic security and industrial competitiveness are ponents argued that it would actually keep Japan also vital considerations. from building its own plane and that the U.S. would } The decline of U.S. consumer electronics was gain access to Japanese technology. The debate the first shot across the bow. American inventors brought out a deep policy question: Should Ameri- pioneered this field with such innovations as the can economic interests be given as much weight as: phonograph radio traditions security concerns in the ers, the transistor, color television, portable radios U.S. foreign policy? and videocassette recorders. Until 1970, Ameri 7 Finally, for the past two years, Washington has can industry dominated the business. Since then, it been embroiled in a dispute over definition has lost virtually the entire market. The industry television. The controversy symbolizes the govern learned too late that technical breakthroughis must ment's difficulty in developing a coherent technolo- be followed up with manufacturing systems capa- gy policy. The HDTV controversy also underscores ble of high-quality, low-cost, volume production. the fact that a solid manufacturing base is essentíal If the collapse. of consumer electronics could be to technological leadership. dismissed as a low-wage, commodity industry with- Taken together, these developments have prompt- out real importance to the U.S. economy, semicon- ed recognition of the need for a workable U.S. public ductors could not. Semiconductors personified Sili- policy framework for technology. Action is essen- con Valley highttech to many Americans; and the tial in four areas: strengthening the U.S. manufac- trials of this industry captured the public imagina turing base, upgrading the policy-making machin- tion. Following on the heels of consumer electron- ery for technology, rebuilding the technological in- ics, the sequence of events seemed all too familiar. frastructure and widening federal R&D efforts to Invented in the U.S., semiconductors spawned a vi- include more commercially relevant technology. tal. American industry that captured a worldwide The debate about tec chnology and competitiveness market. In 1976, however, Japan launched the Very has enormous implications for U.S. national securi- Large Scale Integration (VLSI) program. Ten years ty and economic growth. U.S. policies have tended later the Japanese thad captured:65 percent of the to impede rather than to assist efforts of the private world market for computer memory products. The sector to bring new technology rapidly to market, decline of the U.S. semiconductor industry reaf- because the U.S. government has not addressed the firmed the fact that leading-edge product technol- commercialization of technology as a public policy ogy by itself is not enough; process technology, issue. We can no longer afford to ignore this chal- world-class manufacturing capability and govern- lenge. Arcane topics, such as technical standards, ment-industry cooperation are also essential. patent law, R&D funding and intellectual property, Close on the heels of the semiconductor fiasco that once were viewed as the responsibility of ob- came the superconductor breakthrough. The series scure bureaucrats will increasingly engage public of- of events that followed highlighted two key issues. ficials at the highest levels. And government agen- First, the incident demonstrated just how quickly cies will have to be refocused to address the new technical knowledge diffuses around the world. priority of technology and competitiveness. The finding at the IBM laboratory in Switzerland set off an international chain reaction of intense verifi- cation efforts and new research advances through- SCIENTIFIC out Japan, the U.S., Europe and China. Second, the discovery riveted U.S. government attention on one overriding issue: how to translate basic research AMERICAN THIS ADVERTISEMENT IS SPONSORED BY SCIENTIFIC AMERICAN, INC., AND ITS SUBSIDIARIES, W.H. FREEMAN AND COMPANY, SPEKTRUM DER WISSENSCHAFT, SCIENTIFIC AMERICAN MEDICINE AND PRENSA CIENTIFICA, S.A. Biodiversity Biodiversity, as a topical concern, poses many problems that hinder efforts to bring order, leadership and effective action toward solutions. - Interpretation of meaning differs widely. - Because it pervades the programs/missions of many agencies, the activities conducted are diffuse and not coordinated. - Because of disparate interpretations of definitions, there is neither a common 1) understanding of substance, nor 2) agreement on technical/societal/economic importance. Biodiversity has both scientific and economic components acting interdependently. Scientifically, it spans the gamut from molecular biology to ecology and systematic biology. In an economic context, biodiversity is integral to biotechnology, materials science, pharmaceuticals, and a sustainable biosphere. This degree of complexity necessitates treatment of biodiversity on its own as a science policy issue. Writ large, biodiversity involves the following. Direct Activities: -surveying/monitoring, -species/ecosystem management, -research, - training, -protected areas (conservation), -germplasm banks. Indirect Activities: -regulatory programs, -public education, -institution building, - enforcement, -multi-purpose management (forestry, Bureau of Land Management, etc.), and -museums Based on the categories above, the reported federal expenditure on activities relevant to biodiversity is very large (>$1.0 billion). Even with a 50% uncertainty, this would be a major investment. A significant problem is the inability to track exactly what is being accomplished, much less to identify underfunded activities and specific needs. Cooperative activities can be developed, with exciting results. For example NSF and US AID are jointly supporting projects on biodiversity: NSF supports the participation of U.S. scientists, while AID supports the participation of host country scientists. (Projects include: ethnobotany/ethnopharmacology, biology of rare tropical species, etc.) Current events - NSF/AID/NCI(Fogarty International Center) workshop on "Drug Development, Biodiversity and Economic Development" with industry, developing countries and agencies in mid-March. One product is to be an action plan for further interagency cooperation. This plan could be taken to a Biodiversity subcommittee or working group of FCCSET. Finally, UNEP has tentatively scheduled the first round of negotiations of a biodiversity convention (3/91). A difficult process and complex set of issues: funding, especially the concept of "additionality" (funds above current foreign aid expenditures), and central funding; politically linking preserving biodiversity, access to biotechnology, and rights to germplasm. National Science Board Loss of Biological Diversity: A Global Crisis Requiring International Solutions A Report to the National Science Board Committee on International Science's Task Force on Global Biodiversity NATIONAL SCIENCE BOARD MARY L. GOOD (Chairman, National Science Board), Senior Vice President, Technology, Allied-Signal, Inc. THOMAS B. DAY (Vice Chairman, National Science Board), President, San Diego State University PERRY L. ADKISSON, Chancellor, The Texas A&M University System ANNELISE G. ANDERSON, Senior Research Fellow, The Hoover Institution WARREN J. BAKER, President, California Polytechnic State University ARDEN L. BEMENT, JR., Vice President, Technical Resources, TRW, Inc. CRAIG C. BLACK, Director, Los Angeles County Museum of Natural History ERICH BLOCH (ex officio), Director, National Science Foundation FREDERICK P. BROOKS, JR., Kenan Professor of Computer Science, Department of Computer Science, University of North Carolina RITA R. COLWELL, Director, Maryland Biotechnology Institute and Professor of Microbiology, University of Maryland F. ALBERT COTTON, W.T. Doherty-Welch Foundation Distinguished Professor of Chemistry and Director, Laboratory for Molecular Structure and Bonding, Texas A&M University DANIEL C. DRUCKER, Graduate Research Professor, Department of Aerospace Engineering, Mechanics and Engineering Science, University of Florida JAMES J. DUDERSTADT, President, The University of Michigan JOHN C. HANCOCK, Retired Executive Vice President, United Telecommunications, Inc., Consultant JAMES B. HOLDERMAN, President, University of South Carolina CHARLES L. HOSLER, Senior Vice President for Research and Dean of Graduate School, The Pennsylvania State University K. JUNE LINDSTEDT-SIVA, Manager, Environmental Sciences, Atlantic Richfield Company KENNETH L. NORDTVEDT, JR., Professor of Physics, Department of Physics, Montana State University JAMES L. POWELL, President, Reed College FRANK H. T. RHODES, President, Cornell University ROLAND W. SCHMITT, President, Rennselaer Polytechnic Institute HOWARD A. SCHNEIDERMAN, Senior Vice President for Research and Development, and Chief Scientist, Monsanto Company THOMAS UBOIS, Executive Officer, National Science Board (Additional copies of this report (NSB-89-171) are available from Forms and Publications, National Science Foundation, Washington, DC 20550 (202) 357-7861 MEMBERS OF COMMITTEE Dr. Craig C. Black, Chairman Dr. Perry L. Adkisson Dr. Gardner Brown Dr. Rita R. Colwell Dr. Charles E. Hess Dr. James B. Holderman Dr. K. June Lindstedt-Siva Prof. William A. Nierenberg Dr. Peter H. Raven Dr. Theodore M. Smith Dr. E. O. Wilson National Science Foundation Staff Assistance W. Franklin Harris, Executive Secretary i ACKNOWLEDGEMENTS The Task Force wishes to express its sincere appreciation to the staff of the National Science Foundation Science Board Office for their invaluable assistance in making this study and report possible. Special thanks go to Dr. Mary E. Clutter, Assistant Director for Biological, Behavioral and Social Sciences, and Dr. W. Franklin Harris, Executive Secretary for the Task Force. Special acknowledgement is also given to all of the participants at the meetings who provided material to the Committee. Their presentations represent the core of our study and this report. These include: Dr. John Boright, Division of International Science, NSF, Washington, D.C. Dr. John Brooks, Division of Biotic Systems and Resources, NSF, Washington, D.C. Dr. Marc Dourojeanni, World Bank, Washington, D.C. Dr. Warren Eagner, University of Michigan, Ann Arbor Dr. James Edwards, Division of Biotic Systems and Resources, NSF, Washington, D.C. Dr. Donald Falk, Center for Plant Conservation, Jamaica Plain, MA Dr. J. Frederick Grassle, Woods Hole Oceanographic Institute, Woods Hole, MA Dr. Charles E. Hess, University of California, Davis Mr. Bryan Houseal, Nature Conservancy International, Washington, D.C. Dr. Phillip S. Humphrey, University of Kansas, Lawrence Dr. Terry Irwin, Museum of Natural History, Smithsonian Institution, Washington, D.C. Dr. Daniel Janzen, University of Pennsylvania, Philadelphia Dr. Brian F. Kensley, Museum of Natural History, Smithsonian Institution, Washington, D.C. Ms. Molly Klux, U.S. Agency for International Development, Washington, D.C. Dr. Timothy Lawlor, Department of Biological Science, Humboldt State University, Arcata, CA Dr. June Lindstedt-Siva, Atlanta Richfield Company, Los Angeles, CA Dr. Tom Lovejoy, (then with the World Wildlife Fund), Smithsonian Institution, Washington, D.C. Mr. Edward MacDonald, Office of Technology Assessment, Washington, D.C. Dr. Daniel Masys, National Library of Medicine, Washington, D.C. Dr. Douglas Miller, U.S. Department of Agriculture, Washington, D.C. Dr. Ralph Mitchell, Harvard University, Cambridge, MA Dr. James Patton, University of California, Berkeley Dr. John Pino, National Academy of Science, Washington, D.C. Dr. Peter Raven, Missouri Botanical Garden, St. Louis Dr. Robert Repetto, World Resources Institute, Washington, D.C. Dr. William Robertson, Andrew Mellon Foundation, New York Dr. James Rodman, Division of Biotic Systems and Resources, NSF, Washington, D.C. Dr. Amy Rossman, U.S. Department of Agriculture, Washington, D.C. Dr. Jay Savage, University of Miami, Miami, FL Dr. David Schindel, Division of Biotic Systems and Resources, NSF, Washington, D.C. iii Dr. Mark Shaffer, Fish and Wildlife Service, Office of International Affairs, Department of the Interior, Washington, D.C. Dr. Stanwyn G. Shetler, Museum of Natural History, Smithsonian Institution, Washington, D.C. Dr. James Tyler, Museum of Natural History, Smithsonian Institution, Washington, D.C. Dr. Edward O. Wilson, Harvard University, Cambridge, MA In addition to members of the National Science Board involved in this study, the work of the Task Force benefited significantly from the contributions of Dr. Gardner Brown, University of Washington, Seattle, Dr. Theodore M. Smith, Consultative Group on Biodiversity, New York, Dr. Peter Raven, Missouri Botanical Garden, St. Louis, and Dr. E.O. Wilson, Harvard University, all of whom were appointed as special members of the Task Force. Dr. Charles Hess, now Assistant Secretary for Agriculture for Science and Education, and Professor William A. Nierenberg, Director Emeritus, Scripps Institution of Ocean- ography, continued to work with the Task Force after completing their terms on the National Science Board. Professor Nierenberg deserves a special acknowledgement because the Task Force began under his leadership as Chair of the Committee on International Science. The Task Force also wishes to acknowledge Ms. Mari Jensen for her editorial assistance in the preparation of the final report draft. Craig C. Black Chair NSB Task Force on Global Biodiversity iv PREFACE The Committee began work on this report in October 1987. Over the course of two years' delibera- tions, we heard from numerous individuals-practitioners of systematic biology and ecology, resource economists, and information scientists to mention a few. We heard from researchers from the Smith- sonian, several universities, USDA, USAID, and the National Library of Medicine. We heard about issues in the tropics, the temperate zone, the marine environment, in the lakes and rivers and in the soils— literally every corner of the Earth. The overriding theme that has come through to us, and which we sought to convey in our recommendations, is that to investigate biological diversity and to understand biological diversity we must realize that we are dealing with a transdisciplinary problem. When considering biological diversity-the loss of species, and the environmental degradation and changes taking place on the planet-we have been too quick to settle on the biological and environ- mental sciences as sole sources for answers. However, the economics of development, as well as sociological and cultural factors are central to understanding both the basis of the biodiversity crisis and its eventual solutions. Information science and computational science will play a significant role in any program designed to understand and to track environmental and biological changes. The amounts of data to be collected, analyzed and archived are staggering. In fact, the eventual solutions to many of the data issues are likely dependent on technologies yet to be developed in the computational sciences. Overarching all of this is the undeniable fact that any approach to an understanding of biological diversity-what it is now, how it is being affected through human activities as well as natural changes in the environment-has to be done on an international basis. Biological diversity is not a research project that is limited to a laboratory or a university campus in this country. It is a research program that has to be carried out on an international scale with the full cooperation and participation of scientists from a variety of countries around the world. When discussing the international dimensions of biological diversity, we are speaking of the need to develop structures and cooperative agreements, and cooperative research programs with individuals in the developing countries of the world. When we speak of the European Common Market and Japan, we are seeking a partnership with our developed world counterparts. Because to understand biological diversity and develop workable means to manage, preserve and restore biological diversity, we are going to have to invest cooperatively with countries in Central America, South America, Southeast Asia and in Africa to develop within their own boundaries the research capabilities to understand and to continue to pursue research programs in areas related to ecological change, species loss, ecological restoration, and eventually sustainable natural resource development. The biological diversity crisis is indeed that; there is but one Earth, one biota, and our actions in the developed and developing world alike are destroying that which is irreplaceable. There are no quick solutions-even the full dimensions of the resource are elusive-nor is there a second chance. The actions needed are clear to us and are set forth in the report recommendations. Biological diversity has been recognized for at least the past 15 years. Yet progress to mount a reasonable research program to get not only the information that is being lost but to develop the basis with which to counteract that loss has been slow to develop. Our choice of the word "crisis" is a very deliberate one because we are rapidly running out of time where we can hope to understand and preserve the diversity of life on this planet. It is with this motivation and conviction that we submit our findings. Craig C. Black, Chair September 1989 V CONTENTS I. PROLOGUE: GLOBAL BIODIVERSITY-A VANISHING RESOURCE 1 II. EXECUTIVE SUMMARY 1 III. PURPOSE OF THE REPORT 3 IV. SCOPE OF THE ISSUE 3 Current knowledge about the biodiversity crisis 3 Gaps in scientific understanding of biodiversity 3 The problem is global and the solution international 4 V. GLOBAL PRESSURES ON BIODIVERSITY 4 Global population and economic pressures 4 Habitat degradation causes loss of biodiversity 5 VI. THE SCIENCE OF BIODIVERSITY 6 Biodiversity of significant target groups 6 Microorganisms 7 Plants 7 Terrestrial/aquatic invertebrates 8 Marine biota 8 Future biodiversity studies 8 VII. WHY SHOULD NSF BE INVOLVED IN THE BIODIVERSITY CRISIS? 9 The economic and social importance of biodiversity 9 Biodiversity studies in international science 10 Biodiversity and future trends in biological research 11 VIII. THE ROLE OF THE NATIONAL SCIENCE FOUNDATION 11 Within NSF 11 Among Federal agencies 12 With international scientific and educational organizations 13 IX. DISCUSSION AND RECOMMENDATIONS 13 X. CONCLUSION 17 XI. REFERENCES 17 vii I. PROLOGUE: GLOBAL BIODIVERSITY-A VANISHING RESOURCE We are at a critical juncture for the conservation and has been caused by a single species, one that we hope will study of biological diversity: such an opportunity will never act in its own self interest to stem the tide. occur again. Understanding and maintaining that diversity Unless the international community can, indeed, reverse is the key to humanity's continued prosperous and stable the trend, the rate of extinction over the next few decades existence on Earth. is likely to rise to at least 1000 times the normal back- The extinction event that we are witnessing is the most ground rate of extinction, and will ultimately result in the catastrophic loss of species in the last 65 million years. loss of a quarter or more of the species on earth. Most importantly, it is the first major extinction event that II. EXECUTIVE SUMMARY Biological diversity refers to the variety and variability the earth. Human prosperity is based very largely on the among living organisms and the ecological complexes in ability to utilize biological diversity: to take advantage of which they occur. Diversity can be defined as the num- the properties of plants, animals, fungi, and microorgan- ber of different items and their relative frequency. For isms for food, clothing, medicine, and shelter. biological diversity, these items are organized at many Scientific knowledge about the earth's biological diver- levels, ranging from complete ecosystems to the chemi- sity has huge gaps. This lack of information hampers soci- cal structures that are the molecular basis of heredity. ety's ability either to estimate the magnitude of the prob- Thus, the term encompasses different ecosystems, spe- lem or to prevent further losses. It is impossible to identify cies, genes, and their relative abundance (OTA, 1987). all the biological resources at risk, since there is no com- There is an ongoing, unprecedented loss of the variety plete inventory of all the life forms on earth. Approxi- as well as absolute numbers of organisms-from the small- mately 1.4 million species have been given scientific est microorganism to the largest and most spectacular of names, but estimates of actual numbers range from 5 mil- mammals. Loss of tropical moist forests, which contain lion to 80 million species. Although knowledge of some over half the total species of organisms, has been well doc- taxa is extensive, the vast majority of groups are largely umented by scientists and is now widely reported in the unknown. The current wave of extinction is destroying both known biotic resources and those still undiscovered. media. Many other ecosystems are also threatened; as human populations and their support systems expand, nat- As is proving to be the case with most environmental ural ecosystems at all latitudes are altered or converted. problems, neither the loss of biological diversity nor its At its meeting on October 15, 1987, the National Science solution is the exclusive province of any one nation. Inter- Board concluded that the world's decreasing biological national cooperation is necessary to develop both scientific diversity is a critical scientific issue requiring immediate knowledge and successful mitigation and management attention. The National Science Board's Committee on strategies. The root causes of the problem include socio- International Science was asked to study the scientific and logical and economic processes which operate on an international aspects of the decline of biological diversity global scale; a thorough understanding will require investi- and to recommend a course of action. This report gation and elucidation of both biological and non-biologi- describes what the National Science Foundation (NSF) can cal components. do to influence the U.S. science and education base, articu- There are several reasons for increasing National Sci- lates where international scientific cooperation is needed, ence Foundation (NSF) involvement in biodiversity studies: and suggests roles for other agencies and organizations the economic and social importance of biodiversity (and (both national and international) which have scientific, the risk of opportunity lost due to accelerating extinction); educational, and management responsibilities. the contributions such leadership can make toward to con- The current disappearance of biota has several causes: servation of biological diversity; the important role of such the destruction or degradation of entire ecosystems; the studies in the international growth of science, especially in accelerating loss of individual species from communities tropical countries; the potential impact of such studies on or ecosystems as a result of human disturbance; and the the future course of biology as a whole; and enhancing loss of genetically distinct parts of populations due to public awareness of the issues. human-induced selective pressures. Although not all parts NSF should assume a scientific leadership position with of the planet are equally affected, the problem is global, respect to agencies in the U.S. and throughout the world. and human activities are the primary cause. By insisting on the central importance of biodiversity, the The loss of biological diversity is important because NSF could encourage collaborative support for the actions human existence depends on the biological resources of recommended below. 1 The Committee's five recommendations are outlined Specifically needed are opportunities for pre- below. doctoral and postdoctoral training in the fields 1. The Committee believes that the role of the such as systematics, ecology, conservation biology, NSF is clear-NSF should, as a matter of and environmental management. Support of inter- National Science Board Policy, provide leader- national students studying these disciplines in U.S. ship to undertake the inventory of the world's institutions should be included. NSF has virtually the full responsibility for the health of these fields biodiversity. of biology in the U.S. We recommend that support of biotic inventories be significantly expanded within the Division of Although predoctoral and postdoctoral opportu- Biotic Systems and Resources, with initial funding of nities are vital at this time, primary and secondary $5 million annually, climbing to about $20 million. education should not be ignored. The present mode of primary support for the K-12 level should We specifically recommend significant expansion include the development of materials pertinent to of support of microbial systematics and ecology, with systematics and ecology. These subjects are of an initial funding of $8 million and a growth to interest to most students, and it is increasingly approximately $20 million annually. Although micro- important that all citizens be educated about the organisms are the basis for numerous advances in global biodiversity crisis. Early education in these molecular biology and genetics and are one of the subjects is now as important to the national interest bases for the rapidly emerging field of biotechnology, as early education in mathematics and other sci- microbiology is poorly known from the standpoint of ences. ecology, species diversity, and systematics. The study and classification of these organisms is both difficult 4. The economic and social aspects of the biodiv- and costly, because the methods used are primarily ersity crisis need additional study. molecular and require expensive technologies. We recommend additional funding, initially at the We additionally propose that the Biological level of $1 million annually, for theoretical and Research Resources Program be enhanced. Support empirical studies of the economic and social causes, for those institutions most active in the inventory consequences, and remedies of the biodiversity cri- should be funded at the rate of $5 million annually. sis. These funds would be added to the budgets of This will supply funding necessary to handle the the appropriate programs in the Division of Social increased numbers of specimens generated by the and Economic Sciences. inventory. A comparable sum will be needed for 5. Enhance support for developing country scien- information management, e.g. data banks, Geo- tists and institutions for biodiversity research graphic Information Systems (GIS), to handle and and conservation. disseminate the data generated by the inventory. We recommend that NSF, in concert with bilateral 2. The scientific basis for conservation biology, and multilateral development assistance agencies, restoration ecology, and environmental man- devise new mechanisms to fund scientists and institu- agement must be strengthened. tions in developing countries working on biodivers- We recommend increased support across the Fed- ity. NSF leadership is critical, because NSF is in a key eral government to develop the scientific base under- position to mobilize the resources of the scientific lying the emerging fields of conservation biology, res- community. These activities will involve U.S. scientific toration ecology, and environmental management. collaboration, but their primary focus must be Effective preservation and restoration must include directed to improving institutional infrastructure, social and economic considerations. This will involve educational opportunities, and employment of syste- multidisciplinary research in ecosystem restoration, matists, ecologists, and environmental management creation and enhancement, in development of envi- specialists in the developing countries. Initial funding ronmental planning and management methods, and should be at the level of approximately $2 million. in development of environmentally compatible tech- This recommendation recognizes that the planet's nology. These programs should be funded at a level biodiversity is heavily concentrated in the humid of $3.5 million the first year, building to a level of $10 tropics; that new forms of international funding part- million per year. nerships are essential to the advance of science; and that NSF's future leadership role in biodiversity 3. Educational and public awareness programs depends upon its securing an expanded international related to biodiversity need increased support. operating mandate. In the absence of this mandate We recommend special emphasis on biological and increased funding, NSF's capacity to provide diversity education, including K-12 and informal sci- international scientific leadership (especially collabo- ence education. rative initiatives) is likely to remain unrealized. 2 III. PURPOSE OF THE REPORT Biological diversity is a multi-disciplinary, multi- members and scientists at-large, was asked to undertake a agency, multi-government issue. At its meeting on October study of the scientific and international aspects of the 15, 1987, the National Science Board (NSB) concluded that decline of biological diversity. To respond to that charge, the world's decreasing biological diversity is a critical sci- this report assesses the issues and sets forth a course of entific issue which requires immediate attention. National action. The report describes what the National Science and international cooperation are needed to develop both Foundation (NSF) can do to influence the U.S. science and knowledge about and solutions to the problem. The education base, articulates where international scientific knowledge generated and the solutions undertaken will, in cooperation is needed, and suggests roles for other agen- turn, lead to important new opportunities in economic cies and organizations (both national and international) development. which have scientific, educational, and management Because of the global scope of the issue, the NSB's Com- responsibilities. mittee on International Science, augmented by other NSB IV. SCOPE OF THE ISSUE Biological diversity refers to the variety and variability CURRENT KNOWLEDGE ABOUT THE among living organisms and the ecological complexes in BIODIVERSITY CRISIS which they occur. Diversity can be defined as the num- ber of different items and their relative frequency. For There is an ongoing, unprecedented loss of variety as biological diversity, these items are organized at many well as absolute numbers of organisms-from the smallest levels, ranging from complete ecosystems to the chemi- microorganism to the largest mammal. Loss of tropical cal structures that are the molecular basis of heredity. moist forest is only one example. Other ecosystems are Thus, the term encompasses different ecosystems, spe- also threatened, including coral reefs, inland and coastal cies, genes, and their relative abundance (OTA, 1987). wetlands, and other tropical forest types. Although not all regions of the planet are equally affected, the problem is The destruction of ecosystems throughout the world, but global, and human activities are the primary cause. especially in the warmer regions, has been well docu- The decline in biological diversity is important not only mented by scientists and is now widely reported in print for reasons of aesthetics or scientific curiosity, but because and on television. For example, tropical moist lowland for- human existence depends on the biological resources of ests, the biologically richest, most poorly known, and, until the earth. The current wave of extinction is destroying both recently, least disturbed of tropical communities, are being known biotic resources and those still undiscovered. decimated at a rapidly accelerating rate. Large areas of the The current loss of biota has several causes. One is the tropics potentially are affected. Left unchecked, most of the destruction, conversion, or degradation of entire ecosys- forests will be entirely lost or reduced to small fragments tems, with the consequent loss of entire assemblages of by early in the next century. species. Another is the accelerating loss of individual spe- Brazil has recently taken a positive step to combat the cies within communities or ecosystems as a result of habi- problem by issuing a management plan for Amazonian tat disturbance, pollution, and over-exploitation. Third, and tropical moist forest and establishing a new institute to more subtle, is the loss of genetic variability. Selective pres- study the issue (Secretaria de Assessoramento da Defesa sures such as habitat alteration, presence of chemical tox- Nacional, 1989). ins, or regional climate change may eliminate some geneti- The loss of tropical moist forests can have profound and cally distinct parts of the population, yet not cause extinc- far-reaching effects, including: changes in climate, espe- tion of the entire species. cially rainfall patterns; changes in biological productivity; Estimates of species loss rates suggest that, unless cur- soil erosion; and an increase in emissions of "greenhouse" rent trends are reversed, from one quarter to one half of gases, which further affects global climate. Destruction of the earth's species will become extinct in the next 30 years such biologically rich ecosystems also causes extinctions of (Lovejoy, 1980; Ehrlich and Ehrlich, 1981; Norton, 1986). vast numbers of species. Most of the lost species are unknown; their potential agricultural, pharmaceutical, or GAPS IN SCIENTIFIC UNDERSTANDING OF silvicultural values vanish with them. BIODIVERSITY Although habitat loss in tropical regions has drawn the most attention and are the most immediately threatened, Our knowledge about the earth's biological diversity has losses of natural ecosystems are occurring in nearly every significant gaps. The lack of information hampers society's part of the globe as human populations and their support ability either to understand the magnitude of the problem systems expand. or to prevent further losses. 3 It is impossible to even identify all the biological primarily as a result of the economic exploitation of spe- resources at risk, since there is no complete inventory of cies' habitats. Natural resource exploitation is in part a all the life forms on earth. Current estimates range from 5 function of international markets and financial practices. million to 80 million species (Erwin, 1983; Stork, 1988; Wil- Trade in elephant ivory (mostly illegal) and tropical timber son, 1988). Thus, incredibly, the amount of diversity on the (legal) has important consequences for biodiversity main- planet is not known even to within the nearest order of tenance. Similarly, development agency policies to fund magnitude. (for example) dams, frontier roads, even agriculture, lead Scientists have collected and named only 1.4 million spe- directly to the demise of species. Moreover, developing cies so far (Wilson, 1988). Although knowledge of some country debt undoubtedly drives these countries to higher taxa is extensive, the identity and natural history of other levels of natural resource exploitation (and consumption) groups are largely unknown. A more adequate knowledge than would otherwise be the case. base is needed to support the relatively new sciences of If the causes of biodiversity loss are a part of the interna- conservation biology, restoration ecology, and environmen- tional financial fabric, so, too, are the solutions. Interna- tal management. Better information will help develop the tional cooperation and funding are necessary to develop means to slow or reverse the losses. both scientific knowledge and successful mitigation and THE PROBLEM IS GLOBAL AND THE management strategies. At the most elementary level, bio- diversity funding needs are greatest-both in terms of sci- SOLUTION INTERNATIONAL entific inquiry and in terms of conservation-in poorer, As is proving to be the case with most environmental developing countries. If global and scientific objectives are problems, neither the loss of biological diversity nor its to be served, more effective mechanisms for North-South solution is the exclusive province of any one nation. Loss transfers of funding must be found; more productive of species is taking place in both the North and the South, mechanisms for scientific collaboration must be invented. V. GLOBAL PRESSURES ON BIODIVERSITY This is a time of unprecedented extinction-the perma- In addition, the world population will not stabilize for at nent loss of many of the kinds of organisms that inhabit least two or three more generations. A high proportion of Earth. Several factors contribute to this crisis. They include the people in developing countries have yet to reach child- the explosive growth of a record human population; the bearing age (typically, 38% to 45% are less than fifteen existence of widespread and extreme poverty and malnu- years old) (World Resources Institute et al., 1988). United trition; and a notable lack of sustainable, productive agri- Nations' projections from the early 1980's suggested that, cultural and forestry systems in many regions where such even if countries' current family-planning objectives were systems are needed. The resulting economic pressures continued, a stable world population of 9 to 12 billion peo- force many people in developing countries to overexploit ple would be achieved only in the latter portion of the next natural resources, leading to ecosystem degradation and century (World Resources Institute et al., 1988). However, destruction. This is exacerbated by written and unwritten that projection assumed a greater increase in worldwide policies, both of developed and developing countries, family planning than has occurred. The most recent projec- which encourage such exploitation. tions from the United Nations Population Fund (UNFPA), based on the current rate of birth control use, indicate that GLOBAL POPULATION AND ECONOMIC the world's human population will reach 14 billion by the PRESSURES year 2100. Unless birth control use increases significantly, The global human population, now 5.2 billion, has dou- the world population will reach 10 billion by the year 2025 bled in size since the early 1950's. This record number of (UNFPA, 1989). people puts increasing pressure on the earth's biological Although a smaller and smaller percentage (currently resources. about 25%) of the world's population lives in industrialized The global distribution of people has been changing countries, they control most of the world's wealth. The drastically. For every person who lived in an industrial people in developing nations base their standard of living country like the U.S. in 1950, there were two people living on no more than 15% of the world's total resources, elsewhere; by 2020 (just 70 years later), there will be five. although they represent 75% of the global population. This At that time, approximately four times as many people will unequal distribution of resources is true regardless of what live in countries that are partly tropical (excluding China¹) statistic is measured: money, industrial energy, metals, or as did in 1950 (World Resources Institute et al., 1988). industrial production (World Resources Institute, 1988). Developing countries have more agrarian economies ¹Because of the unavailability or unreliability of data for China and are more directly dependent on natural resources. At (PRC), these data are not included. present, humans are using between 20% and 40% of the 4 net terrestrial primary productivity (Vitousek et al., 1986; Such species extinctions may not have immediate effects Wright, 1987). Larger populations will require even greater on human well-being. However, as forests are removed, use of natural resources. profound effects on regional and global climates result. For More than one billion of the roughly 2.8 billion people example, at least half of the rainfall in the Amazon is associ- now living in the developing world, exclusive of China, are ated with the forest cover (Salati et al., 1983; Salati and living in a substandard condition that the World Bank Vose, 1984). By stripping the Amazon Forest (an action that, defines as absolute poverty. This widespread poverty drives until very recently, was heavily subsidized by the Brazilian the overexploitation of natural resources, such as clearing government) Brazil may be ruining its own productive tropical forest for agricultural uses. agriculture. Clear-cutting the Amazon may cause regional For these reasons, political and economic instability are temperatures to rise more than 5°C in the agricultural widespread, and the scientific and technological infrastruc- lands of southern Brazil (Salati et al., 1983; Salati and Vose, ture of developing countries is tragically inadequate. 1984). Unless changes are made, prospects for stable develop- Destruction of tropical moist forest is a dramatic exam- ment in the tropics in the near future are poor. ple of how human activities are causing species loss and other undesirable environmental effects. However, such HABITAT DEGRADATION CAUSES habitat degradation and concommitant species loss is not limited to the tropics or to terrestrial environments. LOSS OF BIODIVERSITY Terrestrial ecosystems in every latitude are being Habitat destruction throughout the world, especially destroyed, degraded or converted. In addition, virtually any tropical regions, is directly related to the population and perturbation of the terrestrial environment has a corre- economic factors described above. Humans have always sponding effect on aquatic habitats, though the effect may altered their habitat. However, as human numbers and be separated in time and space. Destruction or degradation human technological abilities increase, anthropogenic of aquatic habitat causes both changes in species abun- changes in ecosystems cause environmental degradation dances and outright extinctions. Consider the following and species extinctions. examples. Much discussion has centered on tropical terrestrial hab- -Emissions from power plants in the midwestern itats because of the immediate threat and direct connection United States cause acid rain in Canada and in the to human causative factors. Over half the world's species northern United States. Acid rain has been linked to are associated with tropical forests. These forests are being forest dieback and to the reduction or loss of many cut at an increasing rate. Ten years ago, the United Nation's aquatic species in northern lakes and ponds. Similar Food and Agriculture Organization (FAO) estimated that observations have been made in Europe. 70,000 square kilometers of tropical moist forest were -Almost 35% of all rare and endangered species in the destroyed per year: a loss rate of 100 acres every three United States are either located in or dependent on minutes. The current rate of loss is estimated at 100 acres wetlands, although wetlands constitute only about 5% of forest per minute-the equivalent of losing an area the of the nation's lands (Kusler, 1983). However, wet- size of a football field every second. In addition to outright lands are often converted to other uses. The current destruction, estimates are that at least another 100,000 rate of wetlands loss in the United States is probably square kilometers are significantly disturbed annually greater than 275,000 acres per year (Conservation (Myers, 1988). Foundation, 1988). The theory of island biogeography states that when natu- ral communities have been reduced to less than 10% of -In the United States' Pacific Northwest, logging prac- tices have been linked to reductions in the salmon their original area, half of the original species are at risk (MacArthur and Wilson, 1967). For example, when forests runs. Logjams have blocked streams, preventing in Central and South America are reduced to patches of salmon from traveling upstream to spawning grounds. twenty square miles or less-a common occurrence-10% In addition, soil erosion from clear-cutting forests has or more of the bird species are lost within 10 years (Ter- caused siltation of salmon spawning grounds, either preventing salmon from spawning or killing eggs borgh, 1974; Willis, 1979; Simberloff, 1984; Wilson, 1988) already laid. A 90% reduction in habitat area has already occurred in several regions of the world, including western Ecuador, -Catastrophic flooding in Thailand has been linked to Madagascar, and the Atlantic forests of Brazil. In these the logging and conversion of forests. regions, the surviving biota clings to life in islands of vege- Freshwater ecosystems are not the only aquatic habitats tation. These small populations are subject to climatic affected by alteration of terrestrial habitat. Marine and change associated with edge effects; frequent human- coastal environments are also affected by changes made on induced disturbance; and inbreeding effects. In these cases, land. local environmental disasters can easily extinguish entire A large proportion of the world's people live in coastal species. regions. In many areas, the ocean biological resources are 5 a significant economic resource for the region's inhabit- altered algal species abundances. Increased algal blooms ants. Therefore, reduction or destruction of the marine may cause the increased frequency and duration of the sea- coastal habitat may have severe economic impact on local sonal anoxia in the Bay. These changes probably have people. reduced numbers of benthic organisms and thereby con- Coastal bays and estuaries serve many important func- tributed to reducing the productivity of the Bay (Officer et tions. For example, estuarine systems are sites of high den- al., 1984). itrification and are important in reducing eutrophication. Biological diversity in other marine systems can also be In addition, these regions are nursery areas for many affected by human activity. For example, coral reefs are marine species. Such "ecosystem services" may be lost as among the most diverse, biologically, of any assemblage of the system is overstressed. Degradation of coastal areas organisms and are often a significant source of protein for may reduce populations or even eliminate some species of the people of the region. However, coral reef ecosystems fish, crustaceans, and mollusks. are fragile and extremely vulnerable to disturbance. Eutro- Human-induced eutrophication can reduce species phication and sedimentation affect coral reefs. In Hawaii's diversity in coastal regions. For example, eutrophication of Kaneohe Bay, sewage effluent and siltation from terrestrial Chesapeake Bay from agricultural runoff and sewage has runoff had devastating effects on the coral reefs (Smith et probably increased the production of algal biomass and al., 1981). VI. THE SCIENCE OF BIODIVERSITY Scientists who collect, describe, and classify organisms Of the estimated 1.4 million kinds of organisms which and evaluate their phylogenetic relationships are tradition- have been assigned names, only about 400,000 occur in the ally called taxonomists or systematists. Such scientists study tropics and subtropics; yet scientists agree that no fewer a group, or groups, of related species, often on a regional than three million species actually occur in these regions, basis, and may attempt to determine the phylogeny (pat- and the eventual total may be as much as ten times greater tern of evolutionary descent) of the members of that (Erwin, 1983). Even for the named species, detailed group. To determine phylogenetic relationships, systema- descriptions of their biology is known for very few species. tists use characteristics ranging from gross morphology to In other words, current scientific knowledge is inadequate gene sequences. Systematists also study other aspects of for estimating even the most general characteristics of the the group's natural history (for example, the pollination abundance and distribution of the plants, animals, and and dispersal biology of plants). microorganisms. Systematists prepare monographs of particular groups of An NSF-sponsored study on research priorities in tropi- organisms, e.g., the palms of the world or the mammals of cal biology, completed a decade ago and published in North America. In a complementary fashion, they also con- 1980, advocated a worldwide survey of plants, vertebrates, duct biotic surveys of a variety of organisms in a particular butterflies, mosquitoes, and a few other relatively well- area, for example, the flora of Puerto Rico. Studies of both known groups of organisms (NRC, 1980). The report kinds-monographic treatments of particular groups of argued that such information would provide an index to organisms and the faunistic or floristic accounts of the patterns of distribution and the nature of communities organisms that occur in a particular region-are important throughout the tropics. To identify valuable biological elements in building up a more complete account of the resources before they are irretrievably lost, such a survey world's biodiversity. should be conducted soon; the population, economic, and Systematic studies provide the necessary underpinnings political factors outlined previously are generating increas- for further biological research. Such basic biological ing pressures on the world's remaining biodiversity. knowledge is essential for productive investigation into the In addition, there are other groups of organisms which deserve special attention-ecologically significant groups organisms' natural history, ecology, and genetics: the scien- such as free-living nematodes, ciliates, mites, filamentous tific information needed to formulate scientifically-based fungi, and bacteria. Present knowledge of these groups is policies for environmental management. very limited, both from a systematic and from an ecological Biologists are still very far from a complete inventory of point of view. Current specialists, younger scientists, and all the species of animals, plants, and microorganisms, students must be encouraged to pursue this area of sci- although Swedish naturalist Carolus Linnaeus founded the ence. science of plant and animal taxonomy over two hundred years ago. In most cases, answers are unavailable for the BIODIVERSITY OF SIGNIFICANT TARGET seemingly simple but important questions, such as: How GROUPS many species are there? Where do they occur? What is their ecological role? What is their status: common, rare, endan- Biologists have targeted certain major groups of organ- gered, extinct? isms-microorganisms, plants, terrestrial and aquatic 6 invertebrates, and marine biota-as ecologically significant In the past, there has been little funding for microbial and consequently deserving special attention. In some systematics and microbial ecology. However, money alone cases, even the most basic natural history of these organ- is not the answer. Like other areas of systematic biology, isms is poorly known. the human resource base is thin. Rectifying this situation will require education at all levels and attention to training Microorganisms and retraining opportunities. Although the basis for numerous scientific advances in Plants molecular biology and genetics, microbiology is poorly known from the standpoint of species diversity and system- In this report, "plants" refers to vascular plants (ferns, atics, because of the inherent difficulties in classification. conifers, and flowering plants) plus bryophytes (mosses, This lack of knowledge about the types and abundance of liverworts, and hornworts). Because of their capacity to microorganisms is a major limitation for microbial ecology. convert radiant energy into chemical energy through the Microorganisms constitute "biological bridges" between process of photosynthesis, plants, along with algae and trophic levels, between abiotic and biotic factors, and photosynthetic bacteria, are the basis for all food chains. between the biogeosphere and the level of gaseous atmo- There may be as many as 250,000 species of vascular spheric constituents. These linkages assume importance far plants, approximately two-thirds of which are found in the beyond the microscopic realm in which they operate. For tropics. The New World tropics are particularly species- example, mycorrhizal hyphae mediate interactions in plant rich; for example, one-sixth of the global diversity of communities by transferring nutrients between plant spe- plants, 45,000 species, is found in just three Latin American cies (Chiariello et al., 1982). Other microorganisms are an countries: Ecuador, Peru, and Colombia. Although esti- important source of the greenhouse gases which have a mates of the number of plant species are available, more crucial effect on earth's climate-but little is known about specific biological knowledge is lacking. that aspect of their ecology. Much of the diversity of life is threatened by the destruc- Many types of microorganisms cause disease in plants tion of plant diversity, because plants provide both food and animals. Although diseases are usually considered in and habitat for other organisms. One-half of the biological light of their economic and medical consequences for diversity of the earth is associated with tropical forests and humans, microbial and parasitic diseases may play a signifi- is, therefore, threatened by their degradation or destruc- cant role in population regulation within natural communi- tion. Many as yet unknown plant species will probably ties. Human-induced changes in ecosystems and the result- become extinct by the year 2000, since all forests will be ing alteration in host species abundances may have unfore- severely damaged or entirely removed within the next 25 seen and undesirable effects on the epidemiology of those years (Raven, 1988). diseases. Plants provide food, clothing, medicine, and shelter for The current tendency in microbial ecology is to focus on humans. Tropical regions of the world probably harbor function, rather than on specific species. Because chemical many as yet undiscovered plant species which have benefi- methods for studying microorganisms are more advanced cal uses for humans. For example, the legume family, a than taxonomic methods, it is easier to study the reactions plant family with about 18,000 species, contains many well that microorganisms catalyze, rather than a specific species known foods, forage plants, and a large number of impor- of microorganism. For example, sulfur deposition in rain- tant tropical timber trees. Both the winged bean (Psopho- fall enhances microorganisms which can reduce inorganic carpus tetragonolobus), a new food plant whose use has sulfur. This, in turn, stimulates the methylation of inorganic spread widely through the moist tropics over the past 15 mercury and results in toxicity in aquatic food chains. Yet, years, and the "wonder tree" (Leucana leucocephala), surprisingly, the precise taxonomy and community ecology hailed as the solution to problems of soil erosion and fire- of these microorganisms is unknown. Improving scientific wood shortages, are legumes (NRC 1975, 1979). Legumes understanding of microbial ecology will require increased are, obviously, of great economic importance and have sig- knowledge of microbial systematics. nificant potential as genetic raw material for agricultural Humans have derived many benefits from scientific biotechnology. However, most of the legumes now utilized knowledge about microorganisms. Actinomycetes alone in productive human systems were discovered quite by have been the source of 3000 antibiotics since 1950 chance. Little is being done to investigate the enormous (Demain and Solomon, 1981). Biotechnology promises to numbers of legume species that exist in the tropics. Six increase the utilization of microorganisms in solving medi- thousand legume species are found in Latin America cal, agricultural, and environmental problems. The two alone-and 3,000 to 4,000 of those are in danger of foundations for this "biological revolution" are the tech- extinction. niques and fundamental understanding of molecular biol- Although there are ongoing efforts, at this time there is ogy and genetics, and the diversity of naturally occurring no comprehensive survey of plant distribution. The dearth organisms. For biotechnology to fulfill its promise, more of scientists trained for systematic studies in tropical knowledge is needed about the microorganisms which will countries and the lack of financing means progress is slow. form one of the bases for this new technology. As is the case with microorganisms, insufficient numbers of 7 adequately trained scientists makes the preparation of even Very little is actually known about the marine biota. Fish, simple inventories very difficult. molluscs, and corals are the best-known groups. However, major groups of organisms and new habitats are still being Terrestrial/Aquatic Invertebrates discovered. The phylum Loricifera was described only in After microorganisms, invertebrates are, numerically and 1983 (Kristensen, 1983), and an entirely new habitat was functionally, the dominant group of organisms on earth. revealed by the discovery of ocean vent systems. The bot- They are slso by far the most diverse in numbers of spe- tom of the ocean is still largely unexplored; assaying and cies. However, again like microorganisms, most inverte- understanding its biological diversity requires a commit- brate groups in most parts of the world are poorly known; ment of resources like that committed for exploring the overall, far fewer than 50% are actually described. The Moon. Funding for ships and associated sampling tools is same processes which cause extinction of higher plants the limiting factor; such research requires costly and spe- and vertebrates also operate on invertebrates. Many species cialized equipment. are highly specialized with respect to food, habitat, or Current estimates of the total number of species on the other environmental requirements. planet assume that approximately 80% of species are ter- The statistics about invertebrates are impressive. For restrial. However, some research suggests that deep sea example, ants comprise 5% to 15% of the biomass of the fauna may rival tropical forests in species diversity (Gras- entire fauna of most terrestrial ecosystems. Approximately sle, pers. comm. in Ray, 1988). The processes maintaining two-thirds of the 1.4 million described species are inverte- biological diversity in oceans are similar to those seen in brates (Wilson, 1988). Estimates of the total number of spe- terrestrial ecosystems: gap formation and patch dynamics. cies on earth have been revised sharply upward based However, exactly how these processes operate in marine largely on recent collections of arthropods from tropical ecosystems remains largely unknown, because few long- term studies have been undertaken. forest canopies (Erwin 1982, 1983). Invertebrates have key functions in ecosystems, includ- Inventories and ecological studies are needed in all ing pollination, decomposition, disease tranmission, and oceans, with special emphasis on those habitats most population regulation of other species. For example, the immediately threatened. So little is known about the marine biota that rates of extinction are difficult to esti- interactions of soil mesofauna (e.g. nematodes, collembola, and mites) and soil microorganisms are crucial in main- mate; however, Ray (1988) suggests that disturbance and taining the plant-soil system. Nematodes both feed on and degradation of coastal zones is occurring as rapidly as trop- act as dispersal agents for soil bacteria. In turn, predaceous ical forest destruction. Just as with terrestrial systems, fungi capture live nematodes for use as energy sources. marine biological diversity is highest in the tropics-and The activities of invertebrates can have major economic those are also the regions at risk. For example, coral reefs impacts on humans. For example, agriculture depends on are both highly diverse and extremely fragile. crop pollination by bees, yet can suffer greatly from herbi- vory by other insects. As another example, consider some FUTURE BIODIVERSITY STUDIES of the major human diseases mediated by invertebrates: malaria, schistosomiasis, bubonic plague, encephalitis. The For all groups of organisms, sampling those that occur in recent spread of Lyme disease in the United States has threatened regions is of special importance now, because been linked to ticks of deer and mice. natural communities are being destroyed so rapidly. Large However, invertebrates are not studied in proportion to numbers of endemic species are being lost in specific their number or importance in ecosystems. For example, areas that Norman Myers has called "hot spots" (NRC, 1980; there are perhaps 20 ant taxonomists worldwide, and Myers, 1988). Particularly in these areas, but increasingly fewer who can identify tropical species. For animals like throughout the tropics, inventory work and preservation nematodes, collembola, and mites, the number of special- are crucial. The fine details of classification can be left until ists is even smaller (Wilson, 1985). Knowledge of inverte- later. brate systematics is crucial for productive scientific investi- Nonetheless, in practice it is often impossible even to gation into other aspects of invertebrate biology. recognize the numbers of species present in a given sam- ple without having a specialist's knowledge of that particu- Marine Biota lar group. For that reason, both monographic studies, which constitute the principal activity of many systematic Over two-thirds of the Earth's surface is ocean. The biota biologists, and regional inventories are of primary of Earth's oceans are essential to the structure and function importance. of the global ecosystem. For example, marine phytoplank- To achieve an acceptable standard of knowledge about ton play an important role in the maintenance of the atmo- the world's biota, the following actions are needed: sphere. Much of the Earth's human population depends on the oceans, especially marine coastal systems, for food. (1) Complete a global biological inventory. This is Approximately 80% of the marine species of commercial urgent; without a reversal in current rates of habitat importance occur within 200 miles of a coast. destruction and species extinction, a comprehensive 8 systematic survey will be possible only for the next tematic Biology Training and Personnel reports that, 10 to 20 years. To ensure the protection of natural although the surveyed institutions listed 55 faculty resources before they are irretrievably lost, creation vacancies in systematics, only 20 new hires were and maintenance of protected natural areas is essen- likely to be in systematics (Higher Education Panel, tial. 1989). If systematics faculty are not replaced, how Whereas some environmental problems are on will new systematists be trained? the horizon, species extinction is here and now. It is In 1987-88, only 3% of the biology PhD's granted not reversible. In systematics research, there must were in systematic biology (Edwards et al., 1985; be a balance between hypothesis testing, descrip- NSF, 1989). The number of systematics graduate stu- tion, and stewardship. dents has declined substantially within the past 10 years. An NSF-commissioned survey done in 1985 (2) Obtain comprehensive knowledge of representative reported 1298 doctoral students in systematics and threatened regions. For example, study 200 (Edwards et al., 1985). In contrast, the forthcoming locations in great depth; concentrate resources of Higher Education Survey on Systematic Biology time and of expertise, to avoid dilution of effort. Training and Personnel reports that, doctoral and Study locations need to be chosen carefully, in order master's students combined, there were only 1,154 to devote sufficient effort to poorly known areas, systematics graduate students in 1987-88 (Higher those which are being rapidly destroyed, and those Education Panel, 1989). Anectodal evidence suggests with a high level of endemism, e.g. Madagascar (see that although college students are interested in natu- NRC, 1980; Myers, 1988). Even 200 sites reflects only ral history studies, lack of professional opportunities a portion of the locations currently under some type discourage students from pursuing systematics in of protection. The number of locations at risk is graduate school. much higher. A "climate of opportunity," consisting of training (3) Conservation is extremely important. Providing an funds for aspiring systematists, tenure track slots in improved scientific basis for conservation of species colleges and universities and support for research and habitats requires investigations into organisms' grants, is needed to attract scientists to these fields. natural history, ecology, and genetics. In addition, (6) International programs of research cooperation there should be more emphasis on the application need more attention. The focus should be the reju- of technology to seed banks and other types of venation of cooperation with developing countries. genetic reservoirs. Ten years ago, it was estimated that as few as 1,500 (4) Develop comprehensive databases on biological (NRC, 1980) systematists worldwide were competent diversity. Computerized data banks are the most to deal with even one group of tropical organisms. effective means of disseminating the data collected The situation has scarcely improved in the 1980's. and making it available for scientific and societal The lack of scientists in developing countries makes purposes. the overall personnel problem particularly acute, since the vast majority of species inhabit precisely (5) Human resource development is critical. Several fac- these regions, and they are by far the most poorly tors have contributed to the paucity of trained per- known on earth. sonnel, including the lack of research and/or teach- Systematists are indispensible for advances in all ing positions for systematists, lack of training grants, fields of biology, including ecology, agriculture, and and competition from other areas of biology. conservation biology. These areas of research are The forthcoming Higher Education Survey on Sys- especially important for developing countries. VII. WHY SHOULD NSF BE INVOLVED IN THE BIODIVERSITY CRISIS? There are several reasons for increasing National Sci- for conservation and enhancing public awareness of the ence Foundation (NSF) involvement in biodiversity studies: issues. the economic and social importance of biodiversity (and the risk of opportunity lost due to accelerating extinction); THE ECONOMIC AND SOCIAL IMPORTANCE the important role of such studies in the international OF BIODIVERSITY growth of science, especially in tropical countries; and the potential impact of such studies on the future course of Human prosperity is based very largely on the biology as a whole. NSF leadership in this area can make ability to utilize biological diversity: to take advan- significant contributions by providing the scientific bases tage of the properties of plants, animals, fungi, and 9 microorganisms as sources of food, clothing, medi- Basic biological information is needed to protect current cine, and shelter. systems against destructive organisms and to develop sus- Human beings are placing increasing demands on global tainable systems based on wise use of natural resources. natural resources. Therefore, it is especially important to Often, very little is known about pest species. For instance, understand how to build sustainable systems, and ecologi- despite the economic threat posed by leafhoppers as plant cally sound sustainable development requires knowledge. pests, there are no more than a handful of specialists Surprisingly few kinds of organisms are either domesti- worldwide capable of identifying them or describing them cated or harvested from the wild. scientifically. As a result, when the brown rice leafhopper For example, forestry and agriculture are two productive (Niloparvata lugens) suddenly became an agricultural pest systems based on individual kinds of plants and animals. and ravaged rice crops throughout the warmer parts of Undisturbed tropical moist lowland forest is characterized Asia in the late 1970's, it was virtually unknown. Although by a moderately high primary productivity. Yet the agricul- its biology became the subject of crash programs, almost tural and forestry systems with which people have replaced nothing was known initially. Lack of basic biological knowl- it often fail after only a few years of productivity. Under- edge about the brown rice leafhopper impeded the devel- standing the forest depends directly on both ecological and opment of methods to combat the new pest (Yanchinski, systematic knowledge: how many kinds of organisms are 1978). there, what are their characteristics, and how do they Nearly half of the drugs now in use were developed interact? from substances initially found in nature; these substances The changes correlated with forest clearing have gener- were the products of plants, fungi, and microoganisms. At ated a collective interest in re-vegetating major portions of present, no more than 1% of all plant species have been the world. Restoration ecologists attempt to return examined in laboratories for their chemical properties; degraded or destroyed ecosystems to many of the eco- even less is known about bacteria and fungi, especially nomic and aesthetic purposes originally served. Replanting those found in the world's oceans. These organisms, often and reforesting tropical areas would slow global warming. natural biocontrol factories, have untapped pharmacologi- It would also supply food and fuel for many people who cal potential. For example, vincristine and vinblastine, live in the tropics, thus reducing the economic pressures drugs used in treating childhood leukemia and Hodgkin's to cut intact forests. Conservation of the uncut areas will disease, were derived from the Madagascan periwinkle lead to watershed and soil protection, a slowdown in plant (Catharanthus roseus). The tropical regions of the regional climate change, and the preservation of a substan- earth harbor tens of thousands of unnamed plants and tial amount of biodiversity. Detailed knowledge of the microorganisms. When surveyed, such plants and microor- plants and the ecological systems of those regions is ganisms are likely to be sources of new products useful for needed to successfully accomplish the goals of restoration industry, such as gums, latex, resins, dyes, waxes, oils, and reforestation. sweeteners, and new sources of energy. Scientists estimate that there may be tens of thousands Modern methods of genetic technology offer bright pos- (Meyers, 1983; Plotkin, 1988) of plant species that could be sibilities for agriculture, pharmacology, and medicine. used as food, yet little effort is being made to identify and These methods depend on the discovery and utilization of cultivate them. The few plants now used for agriculture particular genes. Each organism represents a collection of were selected by our Stone Age ancestors as particularly tens or even hundreds of thousands of genes, some of easy to gather and to harvest by hand; nearly all of them them unique; extinction is not only the loss of an unique have been in cultivation for 2,000 years or more. Methods kind of organism, but also the permanent loss of a collec- of selecting new crops have not evolved as human needs tion of genes. and capabilities have changed. Finally, and of fundamental importance in a world of Many of the world's important crop species originated in depleted energy potential, many products can be produced the tropics. As much as 98% of U.S. crop production is in low-energy-input systems simply by allowing organisms based on species which originated elsewhere (Caufield, to grow: yet little effort is being made to improve knowl- 1982). Therefore, wild relatives and regional varieties of edge of these systems or to encourage the studies on current crops are important sources of genetic diversity. which such an improvement could be based. Such genetic resources are being lost as wild relatives become extinct and as the use of regional varieties is dis- BIODIVERSITY STUDIES IN continued. For example, maize is the world's third most INTERNATIONAL SCIENCE important crop. The recent discovery of Zea diploperennis, a perennial, virus-resistant, wild relative of maize, has signif- Current international cooperation in science is heavily icant agricultural implications. However, this new species directed toward the European Community and Japan, and of Zea could easily have been one of the many plant spe- to a lesser extent other developed countries such as the cies lost to extinction; it is known only from a single six Soviet Union. This current emphasis neglects the decisive hectare site in the Mexican state of Jalisco (Iltis et al., 1979; future role of developing countries in the economy and Vietmeyer, 1979). environmental health of the world as a whole. The effects 10 of destroying tropical forests in enhancing the greenhouse tionships between them, and described their natural his- effect have begun to make the interconnections between tory. During the 1950's, the revolution of molecular and environment and economics clear, as have ill-advised cellular biology forced a thematic shift in the study of biol- efforts to dispose of toxic and radioactive waste products in ogy-with enormous benefit. At present, the principal dis- countries that desperately need foreign currency. The sus- ciplinary orientation stresses levels of organization, such as tainable management of the global ecosystem for common cellular and molecular, rather than taxonomic groups of benefit must involve the people of all nations. organisms. Because the great bulk of biodiversity occurs in tropical However, investigations in cellular, developmental, and countries, especially those with forests and fringing reefs, even molecular biology reveal phenomena which often tropical regions are the highest priority for both protection concern only particular species or, at most, limited groups and research. Studies of diversity are labor-intensive and of species. To determine degrees of generality, investiga- require less expensive apparatus and materials than most other scientific research. It follows that such research can tors map these phenomena onto phylogenetic groups. and should be a major part of the scientific agenda in There is an informal rule in the conduct of biological developing countries. Tropical countries will gain increas- research that, for every problem, there exists a species ideal for its solution. Enteric bacteria are valuable for ing benefit from their biological resources in the improve- ment of agriculture, the development of new pharmaceuti- genetic mapping, but inappropriate for studies of meiosis. cals and industrial products, and the promotion of tourism. Langurs and lions were the key to understanding infanti- Working in isolation, scientists in industrial countries cide, but would have been an unsatisfactory choice for will not be able to adequately address the problems of bio- genetic mapping. logical diversity in the tropics and subtropics: these goals Extinction of species will thus constrain the discovery of can be achieved only with major participation from scien- unifying biological principles. Furthermore, new emphasis tists living in those countries. is being placed on the uniqueness of each species. While Therefore, the Committee holds the preoccupation with biologists will continue to think in terms of levels of orga- scientific and technical interchange between advanced, nization and chains of causation, more and more will com- industrial countries to be ill advised. We strongly recom- mit themselves to studying a particular group of organisms mend that the National Science Foundation, for reasons of across all the levels of organization. This trend promises a national and international interest, embark on a reinvigo- new and productive pluralization of biology, with systemat- rated program of scientific and technical interchange with ics returning to prominence in biological research. The developing countries throughout the world. To be success- current biological revolution has helped unite the two ful in such a leadership role, the National Science Board approaches: systematists now routinely compare proteins, must recognize this essential international role and assume while molecular biologists construct phylogenetic trees. its broader responsibilities. The future of basic biological research lies substantially in the exploration of diversity. The surest path to discovery BIODIVERSITY AND FUTURE TRENDS IN will be systematics of a new kind, in which expanded BIOLOGICAL RESEARCH knowledge of organisms is promoted by research which Classical biology contained a large component of system- shuttles between all levels of organization, with an empha- atics: biologists named species, tried to establish the rela- sis on diversity and its uses. VIII. THE ROLE OF THE NATIONAL SCIENCE FOUNDATION NSF is the dominant Federal agency responsible for Japan, and Switzerland, the NSF could develop partner- research and training in organismal biology. For example, ships to support the actions recommended here. the Foundation currently provides 90% of the Federal sup- The National Science Foundation can, indeed, must act port for systematics work at colleges and universities and in three interconnected spheres to address the scientific 75% of the support for ecolgical sciences. Research and and educational issues at stake in the biodiversity crisis: education are the "stock in trade" of the Foundation. Given within NSF; among Federal agencies; and in the interna- NSF's prominent role nationally and globally in support of tional community of scientific and educational organiza- organismal biology, it is now entirely appropriate that the tions. Foundation, in its leadership position, stimulate the study of biodiversity. WITHIN NSF NSF should take the initiative with respect to similar agencies throughout the world. By insisting on the central NSF must increase funding to support research and importance of biodiversity in meetings with corresponding training in systematics and ecology, focusing specifically bodies in such industrialized countries as West Germany, on: biotic inventory; phylogenetic analysis; physiological 11 and genetic mechanisms; and ecological structure and to coordinate scientific consensus on the issue of biodiv- function. Biological inventories and systematic studies are ersity. The Federal Coordinating Council for Science, Engi- necessary underpinnings for investigations into more com- neering, and Technology (FCCSET) could provide such a plex aspects of organisms' natural history, physiology, ecol- forum for the various federal agencies by establishing a ogy, and genetics. Support for natural history museum committee, similar to the Committee on Earth Sciences, on operations and for education and training are necessary the global loss of biodiversity. components of this activity. Among development-oriented agencies in particular, Conservation biology, restoration ecology and environ- concern over biotic impoverishment must be transformed mental management, although applied disciplines, depend into active stewardship of species and community on basic biological knowledge. By funding more research resources. Better knowledge of those resources would in systematics, ecology, and other disciplines that contrib- enhance the effectiveness of such stewardship. For exam- ute to the underlying scientific base, NSF can broaden the ple, the U.S. Agency for International Development (AID) knowledge base for these applied fields. mission should enable NSF to forge partnerships with AID In addition, some recent research by resource econo- to develop the scientific and technical infrastructure in mists highlight the imperative of increasing interaction many countries. AID, with now very limited resources, is between and among economists and biologists. Prices for now devoting considerable attention to the preservation of non-timber tropical forest products have only recently biodiversity and to other environmental problems in its been compared (favorably, it turns out) to timber harvest client countries. Establishment of protected areas is prices. National tax and credit policies have, in the recent increasingly an integral part of regional development past, contributed directly to and extraordinary amount of schemes. AID and similar development agencies could rainforest conversion in Brazilian Amazonia and to forest assist materially in supporting national museums and simi- conversion in the United States (Repetto, 1988). United lar institutions, in the establishment of regional and Nation economic growth indicators such as Gross Domes- national data banks, in education, and in the develop- tic Product (GDP)-indicators used by planners, bankers, ment of more effective environmental planning and and economists throughout the world-do not include management. information on reductions in stocks (e.g., timber, soil, fish- Science must form the basis for identifying policies and eries, etc.). Natural resource balance sheets do not exist, actions which will most effectively preserve biodiversity. nor are there other clear indicators to encourage policy- The single most effective step would be the creation and makers to invest in a country's natural resource base international funding of an extensive system of interna- through (e.g.) reforestation. Further, there are troubling tional parks and reserves. However, in many parts of the questions as to whether neoclassical economic theory, as understood and practiced at the close of the 20th Century, world, natural systems are becomingly increasingly frag- adequately addresses natural resource depletion (hence mented, simplified, and perturbed; the preservation of biodiversity loss) issues. pristine ecosystems is becoming less and less possible. In Because public policy land-use decisions which directly addition, park boundaries are insufficient barriers to many affect biodiversity conservation are often made in the sources of environmental degradation, e.g. acid rain, idiom of economics (based on the evaluation of costs and greenhouse warming, and air and water pollution. There- benefits), the Committee urges that NSF initiate the devel- fore, developing methods to maintain biodiversity in opment of research agendas which necessitate increased "altered" habitats is critically important; it will not be suffi- collaboration among economists and biologists. cient only to maintain biodiversity in "untouched" reserves. More research is needed to develop effective methods to restore and enhance damaged ecosystems. AMONG FEDERAL AGENCIES Creation of global networks of seed banks, botanical gar- The NSF should promote awareness of biological dens, zoos, and microorganism culture collections would resource issues in the policy deliberations of Federal orga- preserve biotic resources on another level. An additional nizations. The mission of all natural resource agencies part of the solution is development of an international con- touches on the preservation of biological diversity, both vention (similar to that on the protection of the ozone nationally and internationally. The Department of Agricul- layer) which treats biodiversity as a common property ture, for example, currently concerns itself with crops and resource and funds its preservation internationally. In their improvement. All productivity in agriculture and for- response to the World Commission on Environment and estry is ultimately based on biodiversity. The Department Development (the Brundtland Commission), the United of Interior's land management agencies are charged with Nations Environment Programme (UNEP) is taking the lead managing land for multiple use, which includes harvesting in the development of such a convention, with substantial both mineral and biotic resources, all the while maintain- assistance from non-governmental organizations such as ing those natural resources for future generations. the International Union for the Conservation of Nature In this environment of multiple needs and demands, (IUCN) and World Resources Institute (WRI) (World Com- there is a clear need for leadership to provide a forum and mission on Environment and Development, 1987). 12 In all cases, the NSF, by demonstrating the importance of full financial participation in binational research schemes biodiversity for science and for economic development, will alter that. could help strengthen the positions of its sister agencies. Therefore, new formulas must be found for NSF to help The cooperation of other agencies would greatly increase maintain the developing countries' museums and universi- the available funding for the solutions proposed here. ties which provide education in the ecological sciences and systematic biology. These sciences form the basis for sound conservation and environmental management. For these WITH INTERNATIONAL SCIENTIFIC AND reasons, such institutions are clearly a resource for Ameri- EDUCATIONAL ORGANIZATIONS can science and are bound to become increasingly impor- tant to international science and developing countries' eco- International collaboration is required to solve the prob- nomic well-being in the years to come. lems of biotic degradation and loss. NSF, by expanding the NSF should collaborate with AID, the World Bank and activities of its International Programs (INT), can assume a their international counterparts to support these key insti- leadership role in promoting bilateral and multilateral tutions. The Committee emphasizes the need to stabilize research in systematics and ecology, environmental plan- the financial and physical condition of museums and other ning and management, museum development, and educa- institutions which house collections. In addition, education tional training. in systematic biology, ecology, and environmental planning What can the NSF do to lead the U.S. scientific commu- and management in developing countries, and the provi- nity into productive interactions with institutions and indi- sion of adequate, permanent positions for those educated, viduals in developing countries? Resources in these are essential. Sustainable development requires sound nat- countries are usually inadequate for the kinds of partner- ural resource planning and utilization. Development agen- ship agreements envisioned in NSF-INT for Japan and the cies can make contributions to biodiversity maintenance in European Community countries. Consider that the budget many ways: through training programs, support for of the University of California is larger than the national research, projects to establish and maintain biological budgets of many Latin American and most tropical African reserves, funding for policy analysis, and through their countries. No amount of discussion about the necessity of own conditions for economic assistance. IX. DISCUSSION AND RECOMMENDATIONS The Committee's recommendations fall into five catego- of human necessity. NSF has been the prime source of ries: funding for systematic and ecological research in the U.S., (1) the global inventory of biodiversity, including the and even on a world scale. The dimensions of the problem demand a new kind of thinking about funding patterns for management of related information and specimens; the Foundation. (2) the scientific basis for conservation biology, restora- The biotic inventory program recommended would con- tion ecology, and environmental planning and man- duct surveys of the plants, animals, and microorganisms of agement; the world. The criteria for funding should go beyond the scholarship and productivity of the principal investigator(s) (3) support for related educational programs; (which are already operational criteria for NSF), but also (4) support for selected socio-economic research; consider: the importance of the region or group proposed for study; the degree of threat to that particular region; and (5) enhanced support for foreign institutions active in the potential of the project to contribute to meaningful this area. international interactions and to education. These recommendations are discussed in detail below. For many groups of organisms, and especially groups (such as microorganisms and many invertebrate groups) 1. The Committee believes that the role of the NSF which are very rich in species but the object of few studies, is clear-NSF should, as a matter of National Science the training and recruitment of additional specialists will Board Policy, provide leadership to undertake the be necessary. Much of this recruitment can and should inventory of the world's biodiversity. occur in developing countries. A new partnership is Traditionally, support has been focused on a limited needed between NSF and the international development number of groups and on the development of whatever donor agencies; scientific leadership, support of special- hypotheses were fashionable at a given time. Implicit in ized training and research, and long-term funding commit- this strategy is the notion that all species will be around ment to continued employment are critical to both early indefinitely. Given the current staggering loss of species, success and sustained progress. there is pressing need to chart the contours of biological We recommend that support of biotic inventories diversity, both as a matter of scientific importance and one be significantly expanded within the Division of 13 Biological Systems and Resources, with initial fauna (e.g., collembola, mites, and nematodes) are an inte- funding of $5 million annually, climbing to about gral part of the soil biota. Ecological studies of the interac- $20 million. tions between microorganisms and other soil biota must The total cost of a global survey of biodiversity con- not be neglected. Successful reforestation and revegetation ducted over a ten year period (presuming the availability apparently requires re-establishing the belowground of a sufficient number of trained people) can be estimated, mutualists, not just restoring the aboveground plant com- munity (Perry et al., 1989). very approximately, as follows. The classification of bacteria and fungi has not yet been -Detailed investigation, over several years, of perhaps established clearly. Current methods for studying these 100 major sites in Latin America (which is more organisms require expensive molecular technologies to poorly known biologically and richer in species) and complement traditional means of identification. No less at least another 100 in Africa and Asia together, would than a sustained effort in the systematics and ecology of be necessary to gain a sufficiently detailed picture of bacteria and fungi will result in anything approaching an the distribution of plants, vertebrates, and major inver- adequate knowledge base in this field. tebrate groups throughout the tropics. The problems of understanding many of the groups of -The cost of investigating each of these sites, including the kingdom Protoctista (Protista) parallel those for bacte- only the field work and processing the resulting data, ria and fungi. Specimens are difficult to preserve, and pre- has been estimated as between $300,000 and vious methods were inadequate. Consequently, efforts to $750,000. The total cost for the project is estimated at develop modern systematics for these organisms must go between $60 million and $200 million over a ten year far beyond re-interpretations of old illustrations. Only a period. dedication to developing a modern systematics of these organisms will yield a comprehensive outline of their tax- -Studies of additional groups of organisms would add onomy and basic morphology. to the expense, partly because extensive primary mon- Understanding the ecological interactions of microor- ographic studies would be required to characterize ganisms is crucial, because the activities of microorganisms the organisms sufficiently. have substantial economic impact on humans. For exam- These figures are consistent with the recommended ple, bacteria, fungi, and protoctists all cause plant and ani- level of expenditure. On the one hand, by no means would mal diseases, including those of humans. Systematics stud- all the work be funded by NSF, and on the other, various ies provide the basis for future biological research. Better kinds of additional studies would be funded in the pro- knowledge of microbial systematics will allow more pro- gram proposed above. ductive investigation of microbial ecology. The comparable costs for the inventory of freshwater We additionally propose that the Biological and marine biota need to be added. That might, owing to Research Resources Program be enhanced. Sup- the high cost of ship time, double these figures. port for those institutions most active in the We recommend significant expansion of support inventory should be funded at the rate of $5 mil- of microbial systematics and ecology, with an ini- lion annually. This will supply funding necessary tial funding of $8 million and growth to approxi- to handle the increased numbers of specimens mately $20 million annually. generated by the inventory. A comparable sum will be needed for information management, e.g. It is tempting to focus solely on larger organisms. It is data banks, Geographic Information Systems critical to understand that little information is available (GIS), to handle and disseminate the data gener- about microbial communities in most tropical, subtropical, ated by the inventory. or marine habitats. Microbial systematics and ecology have been SO seriously underfunded that scientific understand- Surveying the world's biota will send a flood of speci- ing of the organisms is simply inadequate. As terrestrial mens to the museums of the world. The NSF Biological habitats, especially in the tropics, are destroyed and marine Research Resources (BRR) Program, established about 17 and freshwater habitats polluted, the bacteria, fungi, and years ago to address the needs of systematics collections, protoctists in these habitats are also destroyed. has not been able to keep pace with current growth in the Microorganisms are one of the bases of food webs and numbers of specimens. are crucial links in the transfer of energy and nutrients in For the proposed inventory to be effective, new speci- all communities on land, in fresh waters, and in the seas. mens must be incorporated into existing collections rap- More complete scientific knowledge of microbial ecology idly and efficiently. This, plus incorporating the informa- will be necessary for effective restoration ecology. For tion into data banks, will allow further exploratory and example, microbially-mediated rhizosphere processes are monographic studies to proceed more rapidly. Having the crucial in maintaining the plant-soil system, both for indi- information easily accessible will be an aid in conservation. vidual plants and on an ecosystem level. In addition, meso- Additional funding should be provided for facilities and 14 collections in the major museums of the U.S., in addition to ogy, and environmental management. Effective preserva- strengthening museums in developing countries. tion and restoration must include social and economic The construction of adequate data banks is imperative. considerations. This will involve multidisciplinary research Since data banking per se is costly and not often funded in ecosystem restoration, creation and enhancement, in adequately, we recommend the special provision of funds development of environmental planning and management to enlarge and improve the existing operations and methods, and in development of environmentally compati- develop new ones. Supplementary funding should be pro- ble technology. More research is needed in population vided for some existing grants to allow the incorporation biology and genetics, agro-ecology, wildlife biology and of these surveys or monographic studies into data banks fisheries ecology as well as on preservation of genetic that are generally accessible. For example, the Flora of material and captive propagation. North America program, which is operated by a network of Federal agencies involved in resource management deci- more than 20 institutions in the U.S. and Canada, is gener- sions, such as the Forest Service, the Park Service, the ating a data bank on the plants of the region. The Missouri Bureau of Land Management, and the Environmental Pro- Botanical Garden, in conjunction with the California Acad- tection Agency, could make a strong contribution. AID emy of Sciences and Harvard University, is starting to add might participate in the international efforts. These pro- data on the plants of China by means of a comparable joint grams should be funded at a level of $3.5 million the first Sino-American project. A data bank containing the charac- year, building to a level of $10 million per year. teristics of some 30% of the plants of the world may not be 3. We recommend special emphasis on biological not far off. Can this be used as a model for other groups diversity education, including K-12 and informal and extended to the tropics? science education. Specifically needed are opportu- Data-processing strategies that make the data available in machine-readable form should be emphasized. This would nities for predoctoral and postdoctoral training in make information about previously studied organisms eas- the fields such as systematics, ecology, conservation ily available. Such easy access will help determine which biology, and environmental management. Support of international students studying these disciplines groups or areas are the least known or are the most prom- in U.S. institutions should be included. NSF has vir- ising for further investigations. Faster inventories of biota tually the full responsibility for the health of these may be possible by using automated taxonomic methodol- fields of biology in the U.S. ogies. On the other hand, we do not envision the program we Historically, the biological fields considered important to have outlined here as a substitute for the Smithsonian Insti- human health were the best funded. For example, most tution's BIOLAT program, which deals with small areas in predoctoral and postdoctoral fellowships in the biological great depth and stresses ecology as well as systematics. sciences are provided by NIH. This pattern made possible Ecology, ecosystem, and related programs within the NSF an impressive acceleration of knowledge about molecular Directorate of Biological, Behavioral, and Social Sciences biology, genetics, metabolism and structural details of should continue to emphasize tropical ecology to the cells, tissues, and organs and the ways their actions are extent possible. integrated. 2. The inventories for which we are calling, and the On the other hand, knowledge about organismal biology enhanced training activities in developing has not increased proportionately. Within biology depart- countries, will help provide the underpinning for ments, the lack of fellowship or training grant support for the newly emerging fields of restoration ecology, evolutionary and systematic biology has exacerbated the conservation biology, and environmental planning sometimes low regard for these traditional and now criti- and management. cally important fields. To increase training opportunities, systematics and organismal biology must also be given There are many important reasons for learning about more importance in university curricula. organisms, but one of the most obvious is saving them. For these reasons, we recommend that the NSF, which Effective conservation, ecosystem restoration, and environ- has virtually the full responsibility for the health of these mental management require specific knowledge of species areas of biology, emphasize educational and training sup- and ecosystems. port. The enhanced levels of research support we have rec- Restoring damaged ecosystems and enhancing existing ommended will lead directly to additional educational ones can reverse the losses of natural ecosystems and asso- opportunities. Students are often, and should be, sup- ciated biota. Many wetlands restoration projects are cur- ported on research projects. Recruitment of additional stu- rently underway. Some projects have successfully restored dents will depend, in part, on the availability of funding. natural forest habitats. Experiments have been conducted Primary research support in the U.S. goes to universities, on building artificial reefs to enhance marine ecosystems. and, for obvious reasons, educational funding is almost We recommend increased support across the Federal exclusively centered there. However, many leading system- government to develop the scientific base underlying the atics institutions-the Field Museum, Bishop Museum, Cali- emerging fields of restoration ecology, conservation biol- fornia Academy of Sciences, and New York Botanical Gar- 15 den are examples-are not operated by universities. These tion only as income results in the overstatement of con- free-standing museums actually carry out much of the sumption benefits and erroneous incentives for over- research in these fields and contain the majority of the exploitation. national collections of organisms. Creation of adequate Many national economic policies contribute directly to educational support programs for systematic and evolu- environmental degradation and the loss of biodiversity. tionary biology may require viewing these museums and These policies create perverse incentives to deforest lands, collections as educational institutions. At the very least, it drain wetlands, reduce fishery species (in national and will be desirable to support linkages between them and international waters) to alarmingly low levels, erode soils, universities and to consider modest new funding in this pollute water and air, and dangerously overharvest wild area. animals. Subsidies, investment credits, taxes, trade regula- Although predoctoral and postdoctoral opportunities are tions and governmental foreign exchange rates comprise a vital at this time, primary and secondary education should set of instruments which often cause destruction and/or not be ignored. The present mode of primary support for depletion of natural resources. Two examples are the tax the K-12 level should include the development of materials and investment incentives for converting tropical forests to pertinent to systematics and ecology. These subjects are of cattle ranches in parts of Latin America, and pesticide subsi- interest to most students, and it is increasingly important dies for rice production in Asia. that all citizens be educated about the global biodiversity The debts of developing countries are also associated crisis. Early education in these subjects is now as important with the loss of biodiversity. Debtor countries must gener- to the national interest as early education in mathematics ate foreign exchange earnings to service their debts; debt- and other sciences. servicing pressures stimulate (and may even require) Educational collaboration with developing countries is higher levels of natural resource exploitation. crucial to the success of the program outlined here. Build- In addition, social and cultural customs heavily influence ing an adequate research base in developing countries is of natural resource stewardship practices. Local conventions fundamental importance. Special efforts should be made to governing the management of common property resources encourage the enrollment of foreign students, especially often lead to immediate over-exploitation. For example, those from developing countries, in U.S. institutions. It is ownership of timberland is obtained by demonstrating a also important to encourage researchers from developing willingness to "develop," which often is most effectively countries to use the extensive facilities and research achieved by burning off the primary forest. groups that are available in the U.S. Collaboration of all The challenge is designing monetary incentive schemes kinds should be sought aggressively; for example, partici- that enhance the probability of preserving habitats through pation of foreign scientists in NSF-supported research proj- time, particularly in nations with unstable political regions. ects should be strongly encouraged. "Debt-for-nature" swaps (purchasing a portion of country's 4. We recommend additional funding, initially at debt in exchange for habitat preservation) is only one of the level of $1 million annually, for theoretical and many imaginative financial instruments. Long-term pur- empirical studies of the economic and social causes, chase of habitat preservation rights is another. There are consequences, and remedies of the biodiversity cri- alternative payment policies. Examples include lump-sum sis. These funds would be added to the budgets of payments in the beginning; balloon payments at the end of the appropriate programs in the Division of Social a specific period; or annual payments. These different strat- and Economic Sciences. egies have not been evaluated to determine which best insures habitat preservation through time. One of the key questions is, "Who pays for the conserva- NSF should create a research program that would: tion of biological diversity?" Most of the threatened species are located in low-income countries of the humid tropics; -Identify and assess governmental decisions that create most arguments for preserving genetic diversity are framed perverse policy incentives to extinguish species. These in terms of global benefits for humanity. Current economic decisions are imbedded in institutional and policy flaws and omissions. policies, methods of analysis, and practices contribute to the biodiversity crisis; they are not neutral. Until connec- -Develop alternative socio-economic policies and insti- tions between methods of economic analysis and the tutional mechanisms to substitute for the flawed ones. depletion of natural resources are better recognized and understood, rates of biological extinction will probably not -Study mechanisms that effectively transmit informa- be reduced significantly. tion about preferred policies, institutions, and market National income accounting is the framework normally forms to nations with habitat needing preservation. used for analyzing a country's economic performance and -Identify institutional mechanisms for maintaining the providing policy signals to national decision-makers. These quantity and quality of the preserved habitats. accounts completely ignore the depletion of natural resource assets; they recognize only the income which -Identify institutional arrangements that enable habitat such resources generate. Counting natural resource extrac- preservation to contribute to the local economy. 16 -Encourage synthetic analysis of case studies to identify often done an outstanding job of preserving representative specific policies, as well as common ingredients, samples of their biological diversity. They are frequently which have played a major role in successful individ- the primary agencies for granting permits of all kinds to ual preservation schemes. foreign scientists, and often receive, by law or custom, large and sometimes unique samples of collections made 5. We recommend that NSF, in concert with bilateral within their borders. For these reasons, international and multilateral development assistance agencies, mechanisms for funding these institutions are urgently devise new mechanisms to fund biodiversity scien- required. tists and institutions in developing countries. NSF Educational institutions in developing countries that leadership is critical, in part because of a vacuum. have programs in biodiversity studies need support. They These activities will involve U.S. scientific collabora- are essential components for producing personnel. tion, but their primary focus must be directed to Regional groupings of institutions, such as the Latin Ameri- improving institutional infrastructure, educational can Botanical Network, which attempt to build on several opportunities, and employment of systematists, centers and thereby provide opportunities for students on ecologists, and environmental management special- a regional basis, have an important role to play. ists in the developing countries. Initial funding Training local people as technicians both educates more should be at the level of approximately $2 million. local people and provides personnel for inventory work. Many individuals can effectively participate in biodiversity We recommend expansion of support for cooperative projects with only a limited amount of training. Such tech- research and related development of capabilities in other nicians should often be trained and supported with grant countries (under the existing Science in Developing funds. The possibility of major programs, involving exten- Countries guidelines). Further, we recommend that the sive biodiversity surveys and many people, should be NSF take the initiative in fostering a consortium of U.S. and investigated thoroughly. foreign sources of support for related scientific infrastruc- Not every country has the resources to have a major uni- ture. Unless NSF, with an authorized expanded interna- versity program in biodiversity studies; only about 6% of tional biodiversity mandate, is able to provide funding the world's scientists live in developing countries. Sharing leadership for such a consortium, its scientific leadership the available opportunities and strengths can be an ingredi- role will likely be weakened. ent in building regional consciousness. As in the case of The museums located in tropical countries are key insti- museums, even if NSF is unable to provide a major portion tutions for promoting biological inventories on a world- of the support, it can certainly emphasize what is possible wide basis. Although operating within the limited national and play a lead role in encouraging other kinds of institu- budgets of their individual countries, the museums have tions to fund university-based programs. X. CONCLUSION The loss of biological diversity threatens both scientific resources, and science infrastructure. Of all the Federal understanding and human prosperity. The diversity of spe- agencies, the Foundation is in a key position to mobilize cies is the heart of biological research. Human existence the resources of the scientific community to focus on the requires natural resources: humans use the earth's biologi- task before us. The National Science Foundation must take cal resources for food, clothing, medicine, and shelter. a leadership role to establish cooperative international Counteracting the current wave of extinctions will require efforts in conservation and in biodiversity studies and increased knowledge and concerted action by all the to bring new energy, determination and funding to nations of the world. strengthen U.S. domestic scientific capability and The National Science Foundation has three guiding explorations. themes: scientific opportunity, education and human XI. REFERENCES Caufield, C. 1982. Tropical moist forest: The resource, the Conservation Foundation. 1988. 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Early release of in remanescent woodlots in southern Brazil. Papeis Avul- summary statistics on science and engineering doctor- SOS Zool. 33:1-25. 18 Wilson, E.O. 1985. The biodiversity crisis: A challenge to World Resources Institute, International Institute for Envi- science. Issues in Science and Technology 2: 20-29. ronment and Development, in collaboration with the Wilson, E. O. 1988. The current state of biological diversity. United Nations Environment Programme. 1988. World Pp. 3-18 in Wilson, E.O. and F. M. Peter, eds. Biodiversity. Resources 1988-89. Basic Books, New York. National Academy Press, Washington, D.C. Wright, D. H. 1987. Estimating human effects on global World Commission on Environment and Development. extinction. Int. J. Biometeor. 31:293-299. 1987. Our Common Future. Oxford University Press, Yanchinski, S. 1978. Brown planthopper stalks Vietnam's New York. rice fields. New Sci. 80:342. 19 NATIONAL SCIENCE FOUNDATION WASHINGTON, D.C. 20550 OFFICIAL BUSINESS PENALTY FOR PRIVATE USE $300 RETURN THIS COVER SHEET TO ROOM 233. IF YOU DO NOT WISH TO RECEIVE THIS MATERIAL OR IF CHANGE OF ADDRESS IS NEEDED INDICATE CHANGE. INCLUD- ING ZIP CODE ON THE LABEL. (DO NOT REMOVE LABEL.) NSB 89-171 January 10, 1991 PRESIDENT'S COUNCIL OF ADVISORS ON SCIENCE AND TECHNOLOGY JANUARY 10-11, 1991 AGENDA THURSDAY, JANUARY 10, 1991 OPEN SESSION 9:00 AM - 12:00 NOON CONFERENCE ROOM COUNCIL ON ENVIRONMENTAL QUALITY 722 JACKSON PLACE, NW 8:30 - 9:00 ARRIVAL - COFFEE AND PASTRIES 9:00 - 9:30 OPENING REMARKS DR. BROMLEY 9:30 - 10:30 BIODIVERSITY DR. WILSON - AN INFORMATION BRIEFING 10:30 - 10:45 DISCUSSION 10:45 - 11:45 OFFICE OF SCIENCE AND OSTP STAFF TECHNOLOGY POLICY - 1990 ACCOMPLISHMENTS 11:45 - 12:00 CLOSING REMARKS DR. BROMLEY THURSDAY, JANUARY 10, 1991 Continued ... CLOSED SESSION, 12:00 NOON - 5:00 PM ROOM 248 OMB DIRECTOR'S CONFERENCE ROOM OLD EXECUTIVE OFFICE BUILDING 12:00 - 12:45 LUNCH 12:45 - 1:00 BREAK 1:00 - - 5:00 ISSUES FOR PCAST CONSIDERATION DR. BROMLEY 1:00 - - 2:00 MR. GATES 2:00 - - 3:00 DR. BERNTHAL 3:00 - - 4:00 DISCUSSION 4:00 - 4:30 DEPUTY SECRETARY ATWOOD 4:00 - 5:00 ADMIRAL TRULY - 6:30 COCKTAILS AND DINNER MAYFLOWER HOTEL FRIDAY, JANUARY 11, 1991 CLOSED SESSION 9:00 AM - 12:00 NOON ROOM 180 OLD EXECUTIVE OFFICE BUILDING 8:30 - 9:00 ARRIVAL COFFEE AND PASTRIES (Dr. Bromley's Office, Room 360, OEOB) 9:00 - 10:00 DISCUSSION OF FEBRUARY AGENDA DR. BROMLEY AND OTHER ISSUES 10:00 - 12:00 ISSUES FOR PCAST CONSIDERATION DR. BROMLEY 10:00 - 11:00 GOVERNOR SUNUNU 11:00 - 12:00 CHAIRMAN BOSKIN - 12:00 CLOSING REMARKS DR. BROMLEY PRESS PEOPLE INVITED Wil Lepkowski Chemical and Engineering News Colleen Cordes Chronicle of Higer Education Bruce Agnew Journal of NIH Research Ed Chen Los Angeles Times Chris Anderson Nature Chris Joyce New Scientist Richard McCormack New Technology Week Warren Leary New York Times Michael Miller Performance Materials Magazine Irwin Goodwin Physics Today Dan Greenberg Science and Government Report Barbara Culliton Science Magazine Arthur Kranish Science Times Tim Beardsley Scientific American Jeffrey Mervis The Scientist Dick Thompson Time Georgia Persinos Washington Insight William Booth Washington Post PCAST MEMBERS EXPECTED Name Thursday Thursday Dinner Friday Borlaug Yes Yes Yes Buchsbaum No No No Drake Yes Yes Yes Gomory Yes Yes Yes Healy Yes Yes Yes Likins Yes Yes Yes Lovejoy Yes Yes Yes Massey No No No McTague Yes Yes Yes Nathans Yes Yes Yes Packard Yes Yes Yes Shapiro Yes Yes Yes DRAFT January 10, 1991 PCAST AGENDA UNDER CONSIDERATION A. SHORT TERM ISSUE PAPERS (Completed papers may be updated) 1. Mathematics and Science Education -- Peter Likins (Sent to EOP and briefed to President, December 1990) 2. Technology and the U.S. Standard of Living -- Ralph Gomory (Sent to EOP and briefed to President, December 1990) 3. Priorities in Federal S&T Funding -- Charles Drake (Drafted, Edited, December 1990) 4. OSTP's Technology Policy -- Ralph Gomory & Sol Buchsbaum 5. S&T Gaps in National Security -- Sol Buchsbaum 6. College and University Infrastructure -- Dan Nathans B. OTHER ISSUES THAT MAY BE ADDRESSED IN SHORT TERM 1. Nuclear Energy (Fission and Fusion) 2. Biodiversity 3. Trust/Anti-Trust 4. Conservation (Broad Interpretation) 5. Human Genome C. PCAST PANELS UNDER CONSIDERATION High Performance Computing and Communications Chairman: Sol Buchsbaum Vice Chairman: Ralph Gomory Education and Human Resources Chairman: Peter Likins Vice Chairman: Charles Drake Technology and National Security Co-Chairman: Sol Buchsbaum Johnny Foster International Economic Competitiveness Including Subset Issue: Materials Science and Engineering Chairman: Ralph Gomory/John McTague Vice Chairman: Harold Shapiro/Peter Likins PROPOSED PANELS 1991-1992 Bioscience and Biotechnology Chairman: Dan Nathans Vice Chairman: Bernadine Healy Global Enivironment and Natural Resources Chairman: Tom Lovejoy Vice Chairmen: David Packard Norman Borlaug DRAFT As of January 8, 1991 PRESIDENT'S COUNCIL OF ADVISORS ON SCIENCE AND TECHNOLOGY FEBRUARY 7-8, 1991 AGENDA THURSDAY, FEBRUARY 7, 1991 OPEN SESSION 9:00 AM - 12:00 NOON CONFERENCE ROOM COUNCIL ON ENVIRONMENTAL QUALITY 722 JACKSON PLACE, NW 8:30 - 9:00 ARRIVAL - COFFEE AND PASTRIES 9:00 - 9:30 OPENING REMARKS DR. BROMLEY 9:30 - 10:30 U.S. GLOBAL CHANGE DR. PECK RESEARCH PROGRAM Hal Mooney -NAS GC 10:30 - 10:45 DISCUSSION 10:45 - 11:45 OFFICE OF SCIENCE AND OSTP STAFF TECHNOLOGY POLICY - 1990 ACCOMPLISHMENTS CTI 11:45 - 12:00 DISCUSSION HPCC DRAFT THURSDAY, FEBRUARY 7, 1991 Continued ... CLOSED SESSION 12:00 NOON - 5:00 PM ROOM 208 CORDELL HULL CONFERENCE ROOM OLD EXECUTIVE OFFICE BUILDING 12:00 - 12:45 LUNCH 1:00 - 2:00 U.S. SECURITY POLICY HON. PAUL WOLFOWITZ UNDERSECRETARY OF DEFENSE FOR POLICY 2:00 - 2:15 DISCUSSION 2:15 - 3:15 NATIONAL MILITARY STRATEGY DIRECTOR STRATEGIC PLANS JOINT CHIEFS OF STAFF 5:15 - 3:30 DISCUSSION 3:30 - 4:30 DOD TECHNOLOGY STRATEGY DR. HERZFELD 4:30 - 4:45 DISCUSSION 4:45 - 5:00 CLOSING REMARKS DR. BROMLEY : DRAFT FRIDAY, FEBRUARY 8, 1991 CLOSED SESSION 9:00 AM - 12:00 NOON ROOSEVELT ROOM WEST WING THE WHITE HOUSE 8:30 - 8:50 ARRIVAL - COFFEE AND PASTRIES (DR. BROMLEY'S OFFICE, ROOM 360, OEOB) 8:50 - MOVE TO ROOSEVELT ROOM 9:00 - 10:00 CRITIQUE OF FCCSET DR. LIKINS REPORT ON MATHEMATICS AND SCIENCE EDUCATION 10:00 - 11:00 CRITIQUE OF FCCSET DR. LOVEJOY REPORT ON U.S. GLOBAL CHANGE RESEARCH PROGRAM :00 - - 12:00 OTHER BUSINESS DR. BROMLEY THE WHITE HOUSE WASHINGTON January 9, 1991 Dear Brent, As I mentioned in my letter of January 4, the President's Council of Advisors on Science and Technology (PCAST) looks forward to meeting with you on Thursday, January 10, 1991. The PCAST members are interested in learning about activities of your office and can give advice and assistance on science and technology issues. An updated meeting agenda is attached. You will recall that the PCAST is a group of 12 prestigious individuals from academia and industry who report directly to the President and, at his request, examine a broad range of science and technology issues. In addition, PCAST forms smaller ad hoc panels of private sector executives, researchers, and academics to address issues in depth. The PCAST serves two major functions. The first is to provide the President with accurate, objective information on science and technology as it affects public policy - in short, science and technology for policy. Of particular importance here is providing not only science and technology input but also some realistic feel for the reliability and accuracy of that input. To fulfill this function, the PCAST meets regularly with the President, Cabinet members and Executive Office of the President Staff. A second major task is to help ensure the health and productivity of science and technology in this country - in short, to advise on policy for science and technology. To do this the PCAST provides their opinion of science and technology plans and programs within the federal government. When we meet later this week, the PCAST would be interested in hearing your top objectives for 1991 and how PCAST can be of assistance. We would also be pleased to hear other issues that are of importance to you and your office and those issues for which you believe the PCAST can offer advice. : Finally, the PCAST is interested in hearing your ideas on private sector initiatives that might be supportive of your objectives and the needs of the President. Sincerely, Alen D. Allan Bromley Assistant to the President for Science and Technology The Honorable Brent Scowcroft Assistant to the President for National Security Affairs West Wing The White House Enclosure MARYANNE C. BACH Executive Director Federal Coordinating Council for Science Engineering and Technology (FCCSET) Maryanne Bach recently joined FCCSET to serve as Executive Director working directly for Dr. D. Allan Bromley, Assistant to the President for Science and Technology and Director of the White House Office of Science and Technology Policy (OSTP). Ms. Bach came to FCCSET from the Department of the Interior where she most currently was appointed by Secretary Manuel Lujan, Jr. to serve as the Department's Director of the Office of Program Analysis. Reporting to the Assistant Secretary for Policy, Management and Budget, the Office oversees and coordinates major program and policy development for Interior, including wetlands, global change, energy strategy, and initiatives to enhance stewardship of our natural resources. Prior to October 1988, Bach served as Special Assistant to the Secretary and the Deputy Assistant Secretary for Fish and Wildlife and Parks where she was key to the Department's endorsement of major steps to enhance and protect prime wildlife and wetland habitat, including legislation to expand the Everglades National Park and an international wetlands agreement, the North American Waterfowl Management Plan. She has also chaired the Department's Wetlands Working Group. In addition, Ms. Bach serves as the Secretary's representative to the National Park Systems Advisory Board, a sixteen member group that gives independent advise on Park matters. Prior to her arrival at the Interior Department, Bach served eight years on the Republican staff of the Committee on Science, Space and Technology of the U.S. House of Representatives. As the Republican Science Coordinator, Ms. Bach oversaw major policy development in the field on non-military federal research and development. This included the coordination of the legislative and oversight activities for: the National Oceanic and Atmospheric Administration (NOAA), the research and development programs of the Environmental Protection Agency (EPA), the environmental program in the DOE, the National Institute of Standards and Technology (NIST), the National Science Foundation (NSF), and the National Technical Information Service (NTIS) within the Department of Commerce (DOC), all international R&D activities, as well as technology transfer and biotechnology issues under the jurisdiction of the Committee. Formerly, she coordinated the work of the Investigations and Oversight Subcommittee, as well as served as the principal Minority representative on the Committee's Supercomputer and Biotechnology Task Forces during their existence in 1985-87. A native of New York, Bach received her B.S. degree (cum laude) in biology from Providence College, Rhode Island and a M.S. in Botany and Plant Ecology (magna cum laude) from Iowa State University. While at Iowa State, she worked for the Science and Humanities Research Institute and The Nature Conservancy. Bach is a member of the American Association for the Advancement of Science (AAAS), Phi Sigma Tau, Phi Kappa Phi, the Iowa Academy of Science and The Nature Conservancy. FREDERICK M. BERNTHAL DEPUTY DIRECTOR NATIONAL SCIENCE FOUNDATION WASHINGTON, D.C. President Bush's appointment of Dr. Frederick M. Bernthal as Deputy Director of the National Science Foundation was confirmed by the Senate on March 1, 1990. The Foundation is charged with promoting and strengthening U.S. scientific and engineering research and education. Its budget of $2.4 billion supports 12,000 to 14,000 grants annually in the natural and social sciences, engineering, and education. Prior to his appointment to the Foundation, Dr. Bernthal served for two years as Assistant Secretary of State for Oceans and International Environmental and Scientific Affairs. He negotiated the U.S.-USSR Agreement for Cooperation in Basic Sciences and led numerous U.S. delegations to international meetings on environmental and science and technology issues, including the first meeting of the parties to the Montreal Protocol on Depletion of Stratospheric Ozone, and the UN-sponsored Intergovernmental Panel on Global Climate Change. He chairs the 50-nation Response Strategies Working Group of that Panel. Dr. Bernthal served as a member of the U.S. Nuclear Regulatory Commission from 1983 to 1988. In the wake of the Chernobyl disaster, he led a 12-member interagency U.S. Nuclear Safety Delegation to the Soviet Union and negotiated and signed the first U.S.-USSR nuclear safety protocol. In 1978, Dr. Bernthal was a Congressional Science Fellow of the American Physical Society, and joined the staff of U.S. Senator Howard Baker. In April of 1980 he was appointed Chief Legislative Assistant to then Senate Majority Leader Baker, on whose staff he continued to serve until 1983. From 1970 to 1978, he was a professor of Chemistry and Physics at Michigan State University. He spent a year in research at the Niels Bohr Institute of the University of Copenhagen, and in 1977 was a NATO Senior Scientist Fellow. Dr. Bernthal earned the B.S. degree in chemistry with distinction from Valparaiso University in 1964, and a Ph.D. in nuclear chemistry in 1969 from the University of California at Berkeley. He was a postdoctoral research staff scientist at Yale University from 1969 to 1970. The author of over 45 publications in professional scientific journals, Dr. Bernthal is a member of the Scientific Research Society of Sigma Xi, the American Physical Society, the American Chemical Society, and the American Association for the Advancement of science. THE CHAIRMAN OF THE COUNCIL OF ECONOMIC ADVISERS WASHINGTON Michael J. Boskin Chairman The President's Council of Economic Advisers Michael J. Boskin is the Chairman of the President's Council of Economic Advisers. He was appointed to this post by the President on February 2, 1989, following unanimous confirmation by the Senate. As Chairman, he provides economic analysis and advice directly to the President and assists in formulating national economic policies. Dr. Boskin is on leave from Stanford University where he is the Burnet C. and Mildred Finley Wohlford Professor of Economics. He is also on leave as a Research Associate of the National Bureau of Economic Research. Dr. Boskin is the recipient of numerous professional awards and citations, ranging from the Chancellor's Award and Department Citation as outstanding undergraduate at the University of California in 1967 and the first National Tax Association Outstanding Doctoral Dissertation Award in 1971 to the Abramson Award for Outstanding Research from the National Association of Business Economists in 1987, and Stanford University's Distinguished Teaching Award in 1988. He is the author of more than 80 books and articles in the areas of government spending, tax theory and policy, public debt, Social Security, retirement patters and behavior, U.S. saving behavior, capital formation, U.S. economic growth, and the economic status of the elderly. Dr. Boskin received his B.A. degree with highest honors in 1967 from the University of California at Berkeley, where he also received his M.A. in 1968 and his Ph.D in 1971. Previously, Dr. Boskin had served as a consultant and advisor to the White House, Department of Health and Human Services, Treasury Department, National Science Foundation, and other government agencies, and various Congressional Committees. Dr. Boskin is a member of the Economic Education Committee of the American Economic Association. He and his wife, Chris, moved to Washington, D.C. from California. They both enjoy tennis and skiing. September 1989 Mr. Robert M. Gates Assistant to the President and Deputy for National Security Affairs Robert M. Gates was appointed Assistant to the President and Deputy for National Security Affairs by President Bush on August 3. 1989. Mr. Gates served as Deputy Assistant to the President for National Security Affairs from January 20 to August 3, 1989. Prior to that, he served as Deputy Director of Central Intelligence from April 1986 to January 1989. In this position he was principal deputy to the Director, who heads the Intelligence Community (all of the foreign intelligence agencies of the United States) and directs the Central Intelligence Agency. Mr. Gates, a native of Kansas, received his BA Degree from the College of William and Mary in 1965, his Masters Degree in history from Indiana University in 1966, and his Doctorate in Russian and Soviet history from Georgetown University in 1974. Mr. Gates joined the Central Intelligence Agency in 1966, serving as an intelligence analyst and as one of two Assistant National Intelligence Officers for Strategic Programs. In 1974 he was assigned to the National Security Council Staff. After more than five years at the National Security council, serving three Presidents, Mr. Gates returned to the Central Intelligence Agency in late 1979. lle subsequently was appointed to a series of administrative positions and served as National Intelligence Officer of the Soviet Union prior to his appointment as Deputy Director for Intelligence in January 1982. As DDI for nearly four and one half years, Mr. Gates directed the Central Intelligence Agency's component responsible for all analysis and production of finished intelligence. In September 1983, the Director appointed Mr. Gates Chairman of the National Intelligence Council concurrent with his position as Deputy Director for Intelligence. As Chairman of the National Intelligence Council, Mr. Gates directed the preparation of all national intelligence estimates prepared, by the Intelligence Community. Mr. Gates served as Acting Director of Central Intelligence from December 18, 1986, until May 26. 1987. Mr. Gates has been awarded the National Intelligence Distinguished Service Medal and has twice received CIA's highest award, the Distinguished Intelligence Medal. He also is a recipient of the Intelligence Medal of Merit and the Arthur S. Fleming Award, which is presented annually to the ten most outstanding young men and women in the Federal Service. Mr. Gates and his wife Becky have two children. APRIL 1990 CURRICULUM VITAE DONALD AINSLIE HENDERSON OFFICE ADDRESS: 615 N. Wolfe Street BORN: September 7, 1928 Baltimore, MD 21205 Lakewood, Ohio 301-955-3540 HOME ADDRESS: 3802 Greenway MARRIED: Nana Irene Brags Rochester, New York Baltimore, MD 21218 301-889-2880 September 1, 1951 CHILDREN: Leigh Ainalie, 1954 David Alexander, 1956 Douglas Bruce, 1960 EDUCATION: A.B., Oberlin College, 1950 M.D., University of Rochester School of Medicine, 1954 M.P.H., Johns Hopkins University School of Hygiene and Public Health, 1960 Honoris cause: M.D., Universite de Geneve (19805 LL.D., Marietta College (1978) L.H.D., State University of New York (1981) Sc.D., University of Rochester (1977); Oberlin College (1978); University of Illinois (1979); University of Maryland (1980); Yale University (1986) Albany Medical College (1989) -2- APRIL 1990 POSITIONS HELD: Mary Imogene Bassett Hospital, Cooperstown, New York, Intern in Medicine, 1954-1955, Resident in Medicine, 1987-1959 Communicable Diseases Center, Department of Health, Education, and Walfare, Assistant Chief, Epidemic Intelligence Service, 1955-1956; Chief, Epidemic Intelligence Service and Assistant to Chief, Epidemiology Branch 1956-1957; Assistant Chief, Epidemiology Branch and Chief, Epidemic Intelligence Service, 1960-1961, Chief, Surveillance Section, Epidemiology Branch, 1961-1965; Chief, Smallpox Eradication Program, 1963-1966 World Health Organization, Chief Medical Officer, Smallpox Bradication, 1966-1977 Johns Hopkins University School of Hygiene and Public Health, Dean and Professor of Epidemiol- ogy and International Health, 1977- PROFESSIONAL SOCIETIES: American Board of Preventive Medicine, 1963- American College of Epidemiology, Fellow, 1990. American College of Preventive Medicine, Fellow, 1978- American Epidemiological Society, 1963- American Public Health Association, 1956; Fellow, 1961- American Society of Tropical Medicine and Hygiene, 1981- Association of Schools of Public Health, Treasurer, 1978; Vice-President, 1981-1982; 1967-1988; President, 1988- Indian Society for Malaria and Other Communicable Diseases, Fellow, 1975- International Epidemiological Association, 1965- Royal College of Physicians (Edinburgh), Fellow, 1986- Royal Society of Tropical Medicine and Hygiene, Fellow, 1976- APRIL 1990 SCIENTIFIC AWARDS AND RECOGNITIONS: (United States) National Medal of Science, 1986 National Academy of Sciences . Public Welfare Medal, 1978 Charles S. Dana Foundation Award for Pioneering Achievement in Health, 1986 American Academy of Arts and Sciences, Fellow, 1986- Institute of Medicine, National Academy of Sciences, Member, 1978- Albert Schweitzer International Prize for Medicine, 1985 American American Public Health Association . Rosenhaus International Award for Excellence, 1975 College of Physicians . James D. Bruce Memorial Award, 1978 American Academy of Pediatrics - Honorary Fellow, 1960 Johns Hopkins University & Distinguished Alumnus Award, 1982 Michigan State University . Walter F. Patenge Medal of Public Service, 1984 Vanderbilt University School of Medicine Medal, 1990 Ohio Foundation of Independent Colleges, Hall of Fame, 1990 Blue U.S. Association for the United Nations . Joseph C. Wilson Award in International 1986 Affairs, 1978 Cross-Blue Shield . 50th Anniversary Distinguished Service Award, 1979 U.S. General Accounting Office . Comptroller General's Special Recognition, U.S. Department of Health and Human Services Superior Service Award, 1964 Sustained Superior Performance Award, 1966 U.S. Public Health Service . Distinguished Service Medal, 1976 Commendation Medal, 1962 Delta Omega Honorary Public Health Society a Mamber, 1979 Outstanding Alumnus Award, 1950 Sigma XI Member, 1956 SCIENTIFIC AWARDS AND RECOGNITIONS 1 (Other Countries) The Japan Prize, 1988 Republic of China . Health Medal of the First Grade, 1958 Government of Uruguay - Medal of Abnegation, 1988 Universidad Peruana Caystano Heredia, Honorary Professor, 1988 Commemorative Award of Seventh World Congress of the International Physicians for the Preven- Non of Nuclear War, 1987 Gairdner Foundation (Canada) International Award of Merit, 1983 Royal Colleges of Physicians of the United Kingdom - Faculty of Community Medicine . Honorary Fellow, 1981 Royal Society of Medicine Richard T. Hewitt Award, 1986 London School of Hygiene and Tropical Medicine and Royal Society of Tropical Medicine and Honorary Member, 1980 Government of Ethiopia - Medal for Contributions to Health 1979 Hygiene . George McDonald Prixe and Medal, 1976 Government of Afghenisten = Roghtya Nashan (Health Medal), 1976 Ernst-Jung Foundation, (Germany) - Ernst-Jung Prais fur Mediatr, 1976 Government of India Special Award, 1978 Indian Society for Malaria and Other Communicable Diseases * Special Award, 1975 Lahore, Paklstan . Certificate of Marit, 1977 + APRIL 1990 AWARD TO WHO FOR SMALLFOX ERADICATION Special Albert Lasker Public Health Service Award, 1976 SPECIAL LECTURESHIPS: Alumni Reunion Lecture, Oberlin College, 1990 Vanderbilt University World Health Week, Keynote Speaker, 1990 Cleveland City Club Forum Speaker, 1990 Kathryn Boucot Sturgis Lecture, 1990 Ahmnni Reunion Lecture, University of Rochester, 1989 John F. McGovern Lecturer, Baylor College of Medicine, 1989 Phyllis Lewander Memorial Lecture - Children's Hospital National Medical Center, Washington, Annual Banquet Address, Clinico-Pathological Society of Washington, 1989 D.C. 1989 American Fediatric Society . Washington, DC, 1988 Bloomfield Lecture . Case-Weatern Reserve University, 1987 Joseph Mountin Lecture- Centers for Disease Control, 1987 Againd Lecture - University of Washington, 1987 Frontiers of Science Lecture University of Florida, 1987 Eighteenth Chief Guest and Keynots Speaker, 30th Aniversary of Indian Public Health Association . Calcutta, International Pediatric Congress . Keynota Speaker, 1986 National India, Convention 1965 on the Management of Health Systems . Convention Orator: Jaipur, India, 1985 P.D. Agarwal Memorial Oration . Calcutta, India, 1963 Oberlin College Sesquicentennial Speaker - 1983 Harvard Medical School Bicentennial Speaker . 1982 Rameshwar Sharma Oration . School of Medicine, Jaipur, India, 1981 Harben Lecture a Royal Institute of Public Health and Hygiena, London, 1980 Stephens Lecture . Oberlin, Ohio, 1990. V.W. Scully Distinguished Lacture - Hamilton, Ontario, Canada, 1979 Joseph C. Wilson Lecture . Rechester, New York, 1979. Julia M. Jones Memorial Lecture . American Lung Association and American Thoracic Society, 1977 1979 James Bordley B Lecture . Mary Imogene Bassett Hospital, Cooperstown, New York, Merck Sharpe and Dohme Lecture a Canadian Public Health Association, Ottawa, Canada, 1977 Jenner Memorial Lecture . Bristol (UJO Royal Infirmary, 1975 Commencement and Convocation Addressez San Diego State University School of Public Health a 1988 University of California (San Diego) School of Medicine . 1984 Michigan State University School of Medicine . 1984 University of Southern California School of Medicine - 1978 APRIL 1990 PROFESSIONAL COMMITTEES: (Present) World Health Organization Expert Advisory Panel on Virus Diseases, 1976- Committee on Orthopoxvirus Infections, 1981- Consultant Group on Poliomyelitis Eradication, Chairman. 1988- Pan American Health Organization Technical Advisory Group on Immunization Chairman, 1985- American Journal of Epidemiology, Board of Overseers, Associate Editor, 1963-1977; Chairman, 1984- Editorial Advisory Board . Bibliography of Biosthics, 1979- International Association for Maternal and Neonatal Health, Scientific Council, 1981- Rotary Foundation of Rotary International, Polio Flus Advisory Committee, 1985- Government Accounting Office Advisory Board, Program Evaluation and Methodology Division, 1988- U.S. Department of State Advisory Committee on Oceana, Environmental and Scientific Affairs, 1988- Department of Health and Human Services National Vaccine Advisory Committee, 1988-1989; Chairman, 1990- Secretary's Council on Health Promotion and Disease Prevention, 1989. Association of Academic Health Centers Task Force on Health Promotion /Disease Prevention, 1989- "AIDS Patient Care" magazine . Editorial Advisory Panel, 1987- United Fresh Fruit and Vegetable Association, Scientific Advisory Panel, 1988- Institute of Medicine, Board on International Health, 1985- Charles A. Dana Foundation Awards Jury, 1990- Foundation for Development of International Health Japan). Scientific Consultant, 1990- BOARD OF DIRECTORS/TRUSTEES: Indian Institute of Health Management Research, 1985- Maryland Society for Medical Research, Inc. 1978- Population Crisis Committee, 1981- International Center for Diarrheal Disease Research (Dhaka), 1988- Medical Alumni Association. Mary Imogene Bansett Hospital, 1989- BIOGRAPHICAL LISTINGS: Who's Who in the World The International Who's Who Who's Who in America Who's Who in Frontiers of Science and Technology American Man and Women in Science: Medical and Health Sciences Dietionary of International Biography APRIL 1990 PROFESSIONAL COMMITTEES: (Past) American Public Health Association Committee on Hepatitis, Chairman, 1961-1965 Multiple Antigen Committee, 1964-1966 Epidemiology Section Council, 1963-1967 Surgeon General's Advisory Committees on: Influenza, Secretary, 1961-1963 Measies Vaccines, Secretary, 1963 Inmunization Practice, Secretary, 1964-1966 World Health Organization Special Committee on Measles Vaccine, Consultant, 1963 Scientific Group on Human Virus Vaccines, Member, 1965 Global Commission for the Certification of Smallpox Bradication, 1978-1980 Program Advisory Group for the Prevention of Blindness, 1978-1982 Programme for Research and Training in Tropical Diseases- Scientific and Technological Advi- Caribbean Epidemiology Center Scientific Advisory Committee, 1980-1983 sory Committee, 1982-1984 National Research Council, National Academy of Sciences Board on Science and Technology in International Development, 1981-1983 Committee on Research Grants, 1982-83 National Academy of Sciences, Institute of Medicine, Stearing Committee for the Study on Clinical Investigations in Developing Countries, 1978-1980 AID Health Strategy Study, Steering Committee, 1978 Advisory Committee on Health, Biomedical Research and Development, Chairman, 1981-1983 Stearing Committee, Study of Tropical Diseases, 1954-1987 Government Accounting Office Research and Education Advisory Panel to the Comptroller-General, 1977-1986 Department of Health and Human Services PHS Hospitals ad hec Advisory Committee, 1978 Secretary's Committee on Influanza, Vice-Chairman, 1979 National Ethics Advisory Board, 1977-1980 CDC Programs and Policy Advisory Committee, 1978-1980 Immunization Practices Advisory Committee, Centers for Disease Control, 1982-1986 Chairman, Mayor's Task Force on Environmental Carcinogens (Saltimore), 1977-1978 NASA Planetary Protection Study Group, 1978 Executive Office of the President Office of Science and Technology Task Perce for Science and Technology in Foreign Assistance, Chairman, 1980 Advisory Committee on Science, Technology and Development, 1978-1979 Consultant, 1978-1982 Harvard University, Burroughs-Wellcome Fund - Pharmacoepidemiology Awards Committee, 1983-1987 Visiting Committee, University Health Services, 1981-1983 City University of New York Medical School, National Visiting Council, 1986-1989 Institute of Medicine, National Academy of Sciences, Committee on the Evaluation of Policmyclida Vaccine, 1987-88 U.S. Agency for International Development Research Advisory Committee, 1983-1990 PUBLICATIONS: More than 100 scientific publications dealing primarily with smallpox eradication, epidemiology and immunization. RACHEL ELIZABETH LEVINSON Office of Science and Technology Policy 11700 Bunnell Ct., N. Executive Office of the President Potomac, MD 20854 Washington, D.C. 20506 (301) 983-8670 (202) 395-4850 (202) 395-3719 FAX PROFESSIONAL EXPERIENCE POLICY ASSISTANT DIRECTOR FOR LIFE SCIENCES: Division of Life Sciences, Office of Science and Technology Policy, Executive Office of the President, September 1990 - present The Office of Science and Technology Policy (OSTP) serves as a source of science and technology expertise for the President and other organizations within the Executive Office of the President and provides for coordination, reviews and policy analyses of research and development programs of the Federal Government. The Assistant Director for Life Sciences provides scientific and technological advice involved in areas of national concern, including the economy, health, foreign relations, and the environment; evaluates the scale, quality, and effectiveness of the Federal effort in the life sciences and technology; assists agencies throughout the Federal budget development process; and promotes coordination of the activities of the research agencies of the Federal Government. In addition, the Assistant Director retains the responsibilities described below. SENIOR POLICY ANALYST FOR BIOTECHNOLOGY: Division of Life Sciences, OSTP November 1989 . September 1990 The Senior Policy Analyst for Biotechnology is responsible for the following: analysis and policy formulation of the key issues involved in environmental, health and safety regulations, and analysis of Federal policies toward industrial innovation, particularly in the biotechnology field; support for the Associate Director, Life Sciences, in formulating and implementing major initiatives by the Director, OSTP, in the scientific arena; direction of major conceptual, analytical and evaluative studies of different aspects of biotechnology policy, designed to provide high-level advice and analysis to be used by the President; and liaison for OSTP with other Government agencies, Congressional committees, national laboratories, universities, the private sector, and embassies and foreign governments on the sciences programs, both in the U.S. and abroad, to continuously assess their status and to identify the greatest opportunities for beneficial cooperation. Selected Special Projects: Serves as Vice Chairman of the Working Group on Biotechnology, Vice President's Council on Competitiveness. The Working Group has been charged to develop a set of recommendations for Federal policies designed to stimulate the domestic biotechnology industry and to identify and remove barriers to international competitiveness. Rachel E. Levinson Resumè - Page Two Serves as Executive Secretary to the Biotechnology Science Coordinating Committee (BSCC), a committee established in OSTP in 1985. The BSCC provides for interagency science policy coordination and guidance and the exchange of information regarding the scientific aspects of biotechnology research and regulation. Serves as OSTP liaison member of the National Biotechnology Policy Board, a Congressionally mandated organization comprised of government, university, and industry representatives charged to assess and to recommend policies and programs pertaining to biotechnology. Topics for discussion include basic and applied sciences, training, competitiveness and technology transfer. DEPUTY DIRECTOR: Office of Recombinant DNA Activities, Office of Science Policy and Legislation, Office of the Director, National Institutes of Health, August 1988-November 1989. Acting Director: August 1988-August 1989 The Office of Recombinant DNA Activities (ORDA) serves as a national focal point for maintaining and disseminating information on recombinant DNA research to NIH and other Federal agencies, research institutions, biosafety committees, Congress, state and local governments, and the private sector. The Deputy Director assisted the Director, ORDA, in providing briefings and staff support to the Director, NIH, concerning recombinant DNA and biotechnology policy; supervised staff in the administration of the Recombinant DNA Advisory Committee; served as Executive Secretary, Human Gene Therapy Subcommittee and other subcommittees; and oversaw daily operations. Selected Special Projects: Represented NIH at interagency and international meetings concerning the development of consistent guidelines for biotechnology, coordinated and administered NIH approval of the first human gene transfer experiment, and assisted the NIH Legal Advisor and the Department of Justice in several legal actions. PROGRAM ANALYST: Science Policy Analysis and Development Branch, Office of Science 1983-1988 Policy and Legislation, Office of the Director, National Institutes of Health, Analyzed current policy and assisted in the development of new policies in areas including: biotechnology, characterization of the human genome, government/industry/ university relations, patents, technology transfer, biomedical ethics and research resources. Developed and authored policy analyses, speeches, Congressional testimony, position papers, briefing materials, descriptive reports and critiqued documents submitted to the Office of the Director by other NIH components. Initiated and maintained liaison with knowledgeable persons in and outside of NIH in support of responsibility to inform appropriate officials of developments in assigned issue areas. Advisory Committee on Complex Genomes, the NIH Working Group on Complex Selected Special Projects: Served as Executive Secretary to the NIH Ad Hoc Program Genomes, and the NIH Committee on Biotechnology Activities. In preparation for Rachel E. Levinson Resume . Page Three February 1988 meeting of the Ad Hoc Program Advisory Committee, developed meeting agenda and roster of scientific experts from industry, academia, the NIH intramural research program, Congressional staff, and other organizations; discussed meeting objectives with participants; selected background material; responded to questions from the media; prepared introductory remarks and talking points on current NIH policies and related legislative activities for the NIH Director and the Associate Director for Science Policy and Legislation; and produced and published summary report. RESEARCH Laboratory of Pathology, National Cancer Institute, 1973-1983 Acquired extensive practical and theoretical background in a variety of areas of biomedical research including: immunology, endocrinology, carbohydrate chemistry and cancer biology. Activities included: isolation and characterization of carbohydrates, structural proteins and glycoprotein hormones from human tissue; production and identification of monoclonal antibodies through the development of hybridoma cell lines; immunofluorescence labeling and microscopy for in situ localization of specific antigens; mass spectroscopy; and induction and passage of tumors in animal model systems. EDUCATION Master of Arts; Science, Technology, and Public Policy, 1985 George Washington University, School of Public and International Affairs Areas of Concentration: Science Policy, Public Administration and Ethics Thesis Title: The Impact of Prospective Payment On Clinical Trials Graduate Work; Biochemistry and Endocrinology, 1976-1981 American University and Foundation for Advanced Education in the Sciences Bachelor of Science; Zoology, 1975 University of Maryland, College Park PROFESSIONAL AFFILIATIONS Washington Association for Science, Technology, Engineering, and Public Policy Founding Member and Advisory Board Member American Association for the Advancement of Science - Member District of Columbia Science Writers Association . Member The Hastings Center on Ethics and Society - Associate Member Washington Area Ethics Society, Kennedy Institute for Bioethics - Member BIOGRAPHICAL INFORMATION J. THOMAS RATCHFORD Dr. J. Thomas Ratchford is Associate Director for Policy and International Affairs of the Office of Science and Technology Policy (OSTP) in the Executive Office of the President. Prior to his appointment to this post by President Bush in November 1989, Dr. Ratchford was the Associate Executive Officer of the American Association for the Advancement of Science (AAAS). At AAAS he served as deputy to the chief executive officer and headed the Association's program directorates: Education and Human Resources, International Programs and Science and Policy Programs. Educated and trained as a solid state physicist, Dr. Ratchford has taught at Washington and Lee University and served on research staffs of various private and governmental laboratories. From 1964 to 1970, he was responsible for formulating and administering a basic research program in the solid state sciences for the Office of Scientific Research of the Department of the Air Force. Dr. Ratchford was a member of the professional staff of the Committee on Science and Technology of the United States House of Representatives from 1970 to 1977, and was one of the first scientists to serve the Congress on a full-time basis. His responsibilities there dealt mainly with policy and funding for science and technology, and for energy research and development. As a Congressional Fellow of the American Political Science Association in the late 1960's, Dr. Ratchford served in the offices of members of the House and Senate with particular interests in scientific and technological issues. In 1976, he was a Research Scholar at the International Institute for Applied Systems Analysis in Laxenburg, Austria, doing research on the economics and technologies of global energy systems. Over the years he has chaired outside advisory panels for organizations such as the Gas Research Institute, the Congressional Office of Technology Assessment, and the National Science Foundation, and has served as a consultant and advisor to various governmental, university and industrial organizations. Dr. Ratchford received his B.S. in mathematics and physics from Davidson College in 1957. The University of Virginia awarded him an M.A. in 1959 and a Ph.D. in 1961, both in physics. A member of Phi Beta Kappa and Sigma Xi, he is a fellow of the AAAS and a member of the American Physical Society and the Virginia Academy of Science. He is married to the former Joanne Walton Causey, and they have four children: Joseph Thomas Jr., Laura Leigh, James Raymond and David Andrew. 1/90 THE WHITE HOUSE WASHINGTON BIOGRAPHY OF JOHN H. SUNUNU John Henry Sununu, 51, of Salem, New Hampshire, was commissioned Chief of Staff to the President of the United States on January 21, 1989. As Chief of Staff, Governor Sununu oversees the daily operations of the White House and its staff. After playing an influential role in President Bush's New Hampshire primary victory, Governor Sununu served as National Co- Chairman of the Bush/Quayle campaign. During the general election, the Governor became one of the most active surrogate speakers on the campaign trail and travelled extensively across the country. Governor Sununu became New Hampshire's 93rd Governor on January 6, 1983, and served three consecutive terms prior to joining the White House staff. Governor Sununu assumed office with a background of nearly 20 years experience as an educator, engineer, small businessman and community leader. The Governor gained both regional and national recognition through his chairmanship of the Coalition of Northeastern Governors, the chairmanship of the Republican Governors' Association, and his election in 1987, to the chairmanship of the National Governors' Association. Within the National Governors' Association, Governor Sununu served as chairman of several committees. He was particularly active as chairman of the New Technology Education Task Force, which, two years ago, issued "Time for Results; The Governors' 1991 report on Education". Also through his efforts, the NGA, and later the New Hampshire Legislature, endorsed innovative acid rain legislation. Governor Sununu is a member of the National Academy of Engineers' Committee on Public Engineering Policy and has served as a member of the President's Council on Environmental Quality Advisory Committee, the New England Regional Energy Advisory Council, the board of trustees of the Northeast Solar Energy Center, and as chairman of the board of directors of Consumer Alert. July 1990 The Governor attended the Massachusetts Institute of Technology at both the graduate and undergraduate levels, and earned his Ph.D there in 1966 in mechanical engineering. From 1968 to 1973, he was associate dean of the College of Engineering at Tufts University where he had been an associate professor of mechanical engineering since 1966. He was invited to join the Advisory Board of the Technology and Policy Program at MIT in August, 1984. From 1965 until his election as Governor, he served as President of JHS Engineering Company and Thermal Research Inc.; in addition, he helped found, and served, as chief engineer for Astro Dynamics Inc. from 1960 to 1965. The Governor married the former Nancy Hayes in 1958. They have eight children. NASA Biographical National Aeronautics and Data Space Administration Washington, D.C. 20546 RICHARD H. TRULY NASA Administrator Richard H. Truly became the eighth administrator of NASA on July 1, 1989. One day earlier, he concluded his naval career of more than 30 years, retiring as a Vice Admiral, United States Navy. He is the first astronaut to head the nation's civilian space agency. Truly became NASA's associate administrator for space flight on February 20, 1986. In this position, he led the painstaking rebuilding of the Space Shuttle program. This was highlighted by NASA's celebrated "return to flight" on September 29, 1988, when Discovery lifted off from Kennedy Space Center, Florida, on the first Shuttle mission in almost 3 years. Before returning to NASA, the former Shuttle astronaut served as the first commander of the Naval Space Command, Dahlgren, Virginia, established October 1, 1983. His career in the U.S. Navy began in 1959, when he was commissioned an ensign. This coincided with his graduation from Georgia Institute of Technology, which he attended as a Naval R.O.T.C. midshipman and earned a bachelor's degree in aeronautical engineering. Following flight school, he was designated a naval aviator in 1960. His initial tour of duty, Fighter Squadron 33, was aboard USS Intrepid and USS Enterprise, and he made more than 300 carrier landings. From 1963 to 1965, he was a student and then instructor at the U.S. Air Force Aerospace Research Pilot School, Edwards Air Force Base, California. In 1965, Truly became one of the first military astronauts selected to the Air Force's Manned Orbiting Laboratory program in Los Angeles, California, and transferred to NASA as an astronaut in August 1969. He served as capsule communicator for all three of the manned Skylab missions in 1973 and the Apollo-Soyuz mission in 1975. As a naval aviator, test pilot, and astronaut, Truly has logged over 7,500 hours in numerous military and civilian jet aircraft. He was pilot for one of the two-man crews that flew the 747/Space Shuttle Enterprise approach and landing test flights during 1977. He then served as backup pilot for STS-1, the first orbital test of the Shuttle. His first flight in space was November 12-14, 1981, as pilot of Space Shuttle Columbia (STS-2), significant as the first manned spacecraft to be reflown in space. His second flight (STS-8, August 30-September 5, 1983) was as commander of Space Shuttle challenger, the first night launch and landing in the Shuttle program. on January 18, 1989, Truly was awarded the Presidential Citizen's Medal by President Reagan. His NASA awards include two NASA Distinguished Service Medals, the NASA Outstanding Leadership Medal, two NASA Exceptional Service Medals, and two NASA Space Flight Medals. His military decorations include the Defense Distinguished Service Medal, the Defense Superior Service Medal, two Legions of Merit, the Navy Distinguished Flying Cross, and the Meritorious Service Medal. Truly also has received the Robert J. Collier Trophy (twice, 1982 and 1989), the Robert H. Goddard Memorial Trophy (twice, 1982 and 1989), the Society of Experimental Test Pilot's Ivan C. Kincheloe Award (1978) and James H. Doolittle Award (1988), the Federation Aeronautique Internationale Gold Space Medal (1984), the Harmon International Trophy (1982), the Thomas D. White Space Trophy (1982), the American Institute of Aeronautics and Astronautics Haley Space Flight Award (1980), the American Astronautical Society's Flight Achievement Award (1977) and John F. Kennedy Astronautics Award (1990), the Air Force Association's David c. Shilling Award (1978), the Boy Scouts of America Distinguished Eagle Scout Award, the Medal of Honor of the National Society of the Daughters of the American Revolution, and the Sons of the American Revolution Gold Good Citizenship Award. Truly was born in Fayette, Mississippi, on November 12, 1937, and attended school in Fayette and Meridian, Mississippi. He is married to the former Colleen (Cody) Hanner of Milledgeville, Georgia. They have three children--Mike, Dan and Lee--and three grandchildren--Ashley, Courtney and Peter. EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF SCIENCE AND TECHNOLOGY POLICY WASHINGTON, D.C. 20506 MICHELLE K. VAN CLEAVE ASSISTANT DIRECTOR FOR NATIONAL SECURITY AFFAIRS AND COUNSEL Michelle Kim Van Cleave was reappointed Assistant Director for National Security Affairs and Counsel, White House office of Science and Technology Policy, on October 1, 1989--positions she had held from August 1987 through February 1989. Prior to rejoining OSTP, Ms. Van Cleave served as Republican Counsel to the Committee on Science, Space, and Technology, U.S. House of Representatives. From 1981 through July 1987, Ms. Van Cleave was Assistant for Defense and Foreign Policy to Congressman Jack Kemp (R-NY), serving concurrently as National Security Assistant to the House Republican Conference and Associate Staff Member, House Appropriations Subcommittee on Foreign Operations, U.S. House of Representatives. From 1979 through 1981, Ms. Van Cleave was an associate with the Los Angeles law firm of Horvitz and Greines, specializing in appellate advocacy. Ms. Van Cleave was Coordinator and Staff Attorney in the office of the General Counsel, 1981 Presidential Inaugural Committee, and assisted in the work of the Department of Defense Transition Team Office of President-elect Reagan 1980. At the Republican Convention in 1984, Ms. Van Cleave was a member of the Platform Committee staff, with responsibility for foreign policy. Ms. Van Cleave has served as a member of the Board of Advisors, Center for Security Policy, and as consultant to the Heritage Foundation, the Fund for an American Renaissance, and the American Security Council. She has spoken before a variety of conferences and organizations including the Aspen Institute Berlin, the New York Institute of Technology, the National Defense University, Tufts University, Johns Hopkins School for Advanced International Studies, Republican National Committee regional meetings, the Military Operations Research Society and the American Chamber of Commerce (Manila). She also served as a Congressional Staff Advisor to the U.S. delegation to the United Nations Second Special Session on Disarmament. Ms. Van Cleave holds M.A. and B.A. degrees in international relations from the University of Southern California and a J.D. from the U.S.C. School of Law. She is a member of the State Bar of California. December 1989 Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 01. Resume Resume of Edward Osborne Wilson [social security number (b)(6) redacted] (1 pp.) Collection: Record Group: Bush Presidential Records Office: Science and Technology Policy, Office of (OSTP) Series: Bromley, D. Allan, Files Subseries: Organization Files - PCAST WHORM Cat.: File Location: President's Council of Advisors for Science and Technology: Meetings - 1/10/91-1/11/91 Date Closed: 5/17/2010 OA/ID Number: 62079-001 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. Curriculum Vitae EDWARD OSBORNE WILSON (Soc. Sec. No. (b)(6) ) Alabama, June 10, 1929; parents: Linnette Freeman Huddleston 1955. One and BORN: Edward Birmingham, Osborne Wilson, Sr. (father deceased). Married: Irene Kelley, daughter: Catherine, born 1963. EDUCATION: Graduated Decatur Senior High School, Decatur, Alabama, 1946 B.S. (biol.), University of Alabama, 1949 M.S. (biol.), University of Alabama, 1950 Ph.D. (biol.), Harvard University, 1955 POSITIONS: Alabama University: Department of Junior Conservation: Fellow, Society Entomologist, of Fellows, 1949 1953-56; Assistant of Professor Harvard 1956-58; Associate Professor of Zoology, 1958-64; Professor Zoology, of Biology, 1964-1976; Curator in Entomology, Museum of Comparative of the Sciences, 1973-; Zoology, Frank B. Baird Jr. Professor of Science, 1976-; Mellon Professor University 1990-1993 of California, Berkeley: Hitchcock Visiting Professor, 1972 Society for the Study of Evolution: President, 1973 Marine John Simon Guggenheim Foundation: Fellow, 1976; Advisory Board, 1977-81; Committee Biological Laboratories: Board of Trustees, 1976-80 World of Selection, Wildlife Fund: 1982-89 Scientific Advisory Committee, 1978-; Board of Directors, 1984-90; Research Council: Board on Science and Technology in International Executive Committee, 1987-90 National Development, 1984-86; Committee on Research Opportunities in Biology, 1985-89; National Science Board Taskforce on Biodiversity, 1987-89 Chairman, Committee on Biodiversity, 1988-90 Xerces Society: President, 1989-90 Griswold Lecture, Cornell University (1968) Bartram Lecture, Florida State University (1976) Lectures, Cornell University (1976) Messenger Distinguished Lecture, Eastern Psychological Association (1977) Leon Lecture, University of Pennsylvania (1977) Gilmour Lecture, Johns Hopkins University (1977) Orr Lectures, Dartmouth College (1977) Beatty Lectures, McGill University (1977) Harris Lectures, Northwestern University (1978) Tanner Lecture in Philosophy, University of Michigan (1979) Patten Memorial Lectures, Indiana University (1979) Annual Lecture, Carnegie Institution of Washington, D.C. (1979) Lecturer, Trinity College, Cambridge University (1979-82) Aharon Tarner Katzir-Katchalsky Lecture, Weizmann Institute, Israel (1980) Bush Library Photocopy Gay Lecture in Ethics, Harvard Medical School (1980) Wilhemine George Key Lecture, American Genetic Association (1980) Adolf Lecture, American Psychiatric Association (1981) Inaugural Meyer Corliss Lamont Lecture, American Humanist Association (1982) Philip Denecke Lecture, Oxford University (1982) Plenary Lecture, American Psychoanalytic Association (1982) Robert Clinton Rhodes Lecture, Emory University (1983) Loren Eisley Lecture, University of Pennsylvania (1983) Man and Ideas Lecture, Carnegie Institute (1984) Presidential Lecture, Rice University (1984) Rosenstadt Visiting Professor of Medicine, University of Toronto (1984) Lewis Clark Vanuxum Lecture, Princeton University (1985) Mangelsdorf Lecture, University of North Carolina (1985) 2 E. O. Wilson, C.V. Centennial Lecture, University of Arizona (1985) Tansley Lecture, British Ecological Society (1985) Felix Santschi Lecture, University of Zürich (1986) Distinguished Lecture, Family Theory Symposium, Georgetown University (1986) Joseph Leconte Lecture, Georgia Southern College (1986) Keynote address, National BioDiversity Forum (1986) Keynote address, Conservation 2100, New York Zoological Society (1986) Keynote address, American Academy of Psychiatry and Law (1987) Keynote address, Entomological Society of America (1987) Address, National Geographic Society Centennial (1988) Phi Beta Kappa Lecture, University of Miami (1988) Lionel Trilling Lecture, Columbia University (1988) Centennial Lecture, Marine Biological Laboratories, Woods Hole (1988) Gannon Lecture, Fordham University (1988) Bicentennial Lecture, Georgetown University (1989) Mahoney Lecture, National Institutes of Health (1989) Hilldale Lecture, University of Wisconsin (1989) Centennial Lecture, Entomological Society of America (1989) NSF Graduate Research Fellowship Commemorative Lecture, American zoological Society H. (1989) O. Lund Lecture, University of Georgia (1990) MEMBERSHIPS AND AWARDS: National Medal of Science (1977) Crafoord Prize, Royal Swedish Academy of Sciences (1990) Prix du Institut de la Vie, Paris (1990) Gold Medal, Worldwide Fund for Nature (WWF-International) (1990) Distinguished Scientific Humanist Award, Free Inquiry (1990) Revelle Medal, San Diego Natural History Museum (1990) University Medal, University of Helsinki (1989) Ingersoll Prize in Scholarly Letters (1989) Benjamin Dann Walsh Award, Illinois Academy of Sciences, Chicago (1989) Founder's Award, Field Museum, Chicago (1989) Golden Plate Award, American Academy of Achievement (1988) Terrestrial Ecology Prize of the Ecology Institute, Germany (1987) National Zoological Park Medal in Zoology and Conservation (1987) Rector's Medal of the University of Bergen (1987) L. O. Howard Distinguished Achievement Award, Entomological Society of America (1985) Tyler Prize for Environmental Achievement (1984) Laureate, Academy of Humanism (1983) Distinguished Humanist Award, American Humanist Association (1982) Book of the Year Award, Alabama Library Association (1979) Pulitzer Prize, General Non-fiction (1979) Leidy Medal, Academy of Natural Sciences (1979) Carr Medal, University of Florida (1979) Distinguished Service Award, American Institute of Biological Sciences (1976) Founders Memorial Award, Entomological Society of America (1973) Mercer Award, Ecological Society of America (1971) Cleveland Research Prize, American Association for the Advancement of Science (1968) Fellow: American Academy of Arts and Sciences (1959) American Philosophical Society (1976) Animal Behavior Society (1976) Deutsche Akademie der Naturforscher Leopoldina (German Academy of Sciences) (1977) Royal Society of Sciences of Uppsala (1989) 3 E. O. Wilson, C.V. Member: National Academy of Sciences (1969) Foreign Member: Royal Society, England (1990) Finnish Academy of Science and Letters (1990) Honorary Life Member: American Genetic Association (1981) British Ecological Society (1983) Entomological Society of America (1987) Darwin Society, University of Bergen (1987) American Humanist Association (1989) Member of founding group of the following organizations: International Centre of Insect Physiology and Ecology (ICIPE) Organization for Tropical Studies (OTS) Ecosystems Center of the Marine Biological Laboratory D.Phil. caus.) : Uppsala University, 1987 (hon. (hon. caus.) : Duke University, 1978; Grinnell College, 1978; University 1989; of D.Sc. West Florida, 1979; Lawrence University, 1979; Fitchburg State College, Macalester College, 1990 L.H.D. (hon. caus.) : University of Alabama, 1980; Hofstra University, 1986 LL.D. (hon. caus. ) : Simon Fraser University, 1982 RESEARCH INTERESTS: Evolutionary biology: biology of social insects: classification of ants; sociobiology; biogeography; ethical philosophy ARTICLES, MOSTLY TECHNICAL: about 320 CITATION CLASSICS (Current Contents, most cited articles and books) : Brown, W. L. and E. O. Wilson. 1956. Character displacement. Systematic Zoology, MacArthur, R. H. and E. O. Wilson. 1967. The Theory of Island Biogeography. 5: 49-64. Princeton University Press, Princeton, NJ. 203 PP. Simberloff, D. S. and E. O. Wilson. 1969. Experimental zoogeography of islands: the colonization of empty islands. Ecology, 50 (2) : 278-296. Wilson, E. O. 1975. Sociobiology: The New Synthesis. Belknap Press of Harvard University Press, Cambridge, MA. 697 pp. BOOKS: The Theory of Island Biogeography, with Robert H. MacArthur (1967) A Primer of Population Biology, with William H. Bossert (1971) The Insect Societies (1971) Life on Earth, with 6 co-authors (1973) ; second edition (1978) Sociobiology: The New Synthesis (1975) : the abridged edition (1980) on Human Nature (1978) Caste and Ecology in the Social Insects, with George F. Oster (1978) Genes, Mind, and Culture, with Charles J. Lumsden (1981) Promethean Fire, with Charles J. Lumsden (1983) Biophilia (1984) Scientific American Readings: Ecology, Evolution, and Population Biology, editor (1974) Animal Behavior, co-edited with Thomas Eisner (1975) The Insects, co-edited with Thomas Eisner (1977) Biodiversity, editor (1988) The Ants, with Bert Hölldobler (1990) Success and Dominance in Ecosystems: The Case of the Social Insects (1990) 4 E. 0.Wilson, C.V. h.D. STUDENTS: Stuart A. Altmann, William H. Bossert, Donald J. Farish, Adrian B. Forsyth, Robert L. Jeanne, William B. Kerfoot, Nancy K. Lind, David R. Maddison, Robert A. Metcalf, Scott E. Miller, Mark W. Moffett, Herbert E. Nipson, Aniruddh Patel, Robert E. Silberglied, Alastair M. Stuart, Roger B. Swain, Robert W. Taylor, Leeanne Tennant, Margaret K. Thayer, Barbara L. Thorne, John E. Tobin, James D. Weinrich, Norman E. Woodley 4 January 1991