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Life Sciences - General [1990]
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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: General Science Files OA/ID Number: 62039 Folder ID Number: 62039-005 Folder Title: Life Sciences - General [1990] Stack: Row: Section: Shelf: Position: 0 0 0 0 THE WHITE HOUSE WASHINGTON June 22, 1990 MEMORANDUM TO GOVERNOR SUNUNU FROM: D. ALLAN BROMLEY Duan SUBJECT: ASSOCIATE DIRECTOR OF OSTP FOR LIFE SCIENCES As you know, James Wyngaarden, who has served during this past year as the OSTP Assistant Director for the Life Sciences, has agreed to accept election as the Foreign Secretary of the National Academy of Sciences. As soon as his election was announced in April I undertook an extensive search for a suitable replacement who could cover the broad range of biological and medical issues that come to OSTP and replace Wyngaarden in such other roles as Chairman of the biotechnology working group for the Competitiveness Council, as an example. In this search I consulted with the Institute of Medicine, the NAS, FASEB, and the Deans of a number of the major medical schools. One name came to the top of some three quarters of all the lists of possible candidates. That name was: Donald A. Henderson M.D., M.P.H. Dean, School of Public Health Johns Hopkins University, Baltimore Other persons who were suggested by a number of consultants included: J. Edward Rall M.D., Ph.D. Deputy Director for Intramural Research National Institutes of Health, Bethesda David Rall M.D., Ph.D. Director of Environmental Health Science National Institute of Health, North Carolina David Korn, M.D. Vice President and Dean of the Medical School Stanford University, Stanford, California My Associate Directors and I met with all four of these individuals. David Rall subsequently withdrew because of deteriorating health. We were unanimously in agreement among ourselves and with the majority of our consultants that it would represent a very real coup were we able to bring Henderson to OSTP. He is considered, worldwide, as the one person who deserves credit for the total eradication of smallpox. He is considered the dean of public health activities in the United States and has the confidence of the biomedical community. He is a member of the National Academy of Sciences and was awarded the National Medal of Science; this and his other awards, listed on the accompanying curriculum vita, attest to his reputation both nationally and internationally. The only basis upon which we have a possibility of attracting him is that he is just retiring from the Johns Hopkins Deanship, a position that he has held with distinction since 1977. My colleagues in OSTP and I have met with him on several occasions for lengthy discussions and are enthusiastic about the possibility of his joining us. He would be a more than worthy successor to James Wyngaarden and would bring a significantly broader range of experience and interest to OSTP. My recommendation is that the President nominate him as Associate Director for the Life Sciences of the Office of Science and Technology Policy. SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:25 : 3019550258- 2023953261:# 2 APRIL 1990 CURRICULUM VITAE DONALD AINSLIE HENDERSON BORN: September 7, 1928 OFFICE ADDRESS: 615 N. Wolfe Street Lakewood, Ohio Baltimore, MD 21205 301-955-3540 MARRIED: Nana Irene Bragg HOME ADDRESS: 3802 Greenway Rochester, New York Baltimore, MD 21218 September 1, 1951 301-889-2880 CHILDREN: Leigh Ainslie, 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 causa: M.D., Universite de Geneve (1980) 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) SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:25 ; 3019550258- 2023953261:# 3 -2- APRIL 1990 POSITIONS HELD: Mary Imogene Bassett Hospital, Cooperstown, New York, Intern in Medicine, 1954-1955; Resident in Medicine, 1957-1959 Communicable Diseases Center, Department of Health, Education, and Welfare, 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, 1965-1966 World Health Organization, Chief Medical Officer, Smallpox Eradication, 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; 1987-1988; 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- SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:26 ; 3019550258- 2023953261 4 -3- 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 College of Physicians - James D. Bruce Memorial Award, 1978 American Public Health Association - Rosenhaus International Award for Excellence, 1975 American Academy of Pediatrics- Honorary Fellow, 1980 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 Cross-Blue Shield - 50th Anniversary Distinguished Service Award, 1979 U.S. Association for the United Nations - Joseph C. Wilson Award in International Affairs, 1978 U.S. General Accounting Office - Comptroller General's Special Recognition, 1986 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 - Member, 1979 Outstanding Alumnus Award, 1980 Sigma Xi - Member, 1956 SCIENTIFIC AWARDS AND RECOGNITIONS: (Other Countries) The Japan Prize, 1988 Republic of China - Health Medal of the First Grade, 1988 Government of Uruguay - Medal of Abnegation, 1988 Universidad Peruana Cayetano Heredia, Honorary Professor, 1988 Commemorative Award of Seventh World Congress of the International Physicians for the Preven- tion 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 Honorary Member, 1980 London School of Hygiene and Tropical Medicine and Royal Society of Tropical Medicine and Hygiene - George McDonald Prize and Medal, 1976 Government of Ethiopia - Medal for Contributions to Health, 1979 Government of Afghanistan - Roghtya Neshan (Health Medal), 1976 Ernst-Jung Foundation, (Germany) - Ernst-Jung Preis fur Medizin, 1976 Government of India - Special Award, 1975 Indian Society for Malaria and Other Communicable Diseases - Special Award, 1975 Lahore, Pakistan - Certificate of Merit, 1977 SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:26 ; 3019550258- 2023953261:# 5 4. APRIL 1990 AWARD TO WHO FOR SMALLPOX ERADICATION: Special Albert Lasker Public Health Service Award, 1976 SPECIAL LECTURESHIPS: Alumni Reunion Lecture, Oberlin College, 1990 Cleveland City Club Forum Speaker, 1990 Vanderbilt University World Health Week, Keynote Speaker, 1990 Kathryn Boucot Sturgis Lecture, 1990 Alumni Reunion Lecture, University of Rochester, 1989 John P. McGovern Lecturer, Baylor College of Medicine, 1989 Annual Banquet Address, Clinico-Pathological Society of Washington, 1989 Phyllis Lewander Memorial Lecture - Children's Hospital National Medical Center, Washington, D.C., 1989 American Pediatric Society - Washington, DC, 1988 Bloomfield Lecture - Case-Western Reserve University, 1987 Joseph Mountin Lecture- Centers for Disease Control, 1987 Agaard Lecture - University of Washington, 1987 Frontiers of Science Lecture - University of Florida, 1987 Eighteenth International Pediatric Congress - Keynote Speaker, 1986 Chief Guest and Keynote Speaker, 30th Aniversary of Indian Public Health Association - Calcutta, India, 1985 National Convention on the Management of Health Systems - Convention Orator; Jaipur, India, 1985 P.D. Agarwal Memorial Oration - Calcutta, India, 1985 Oberlin College Sesquicentennial Speaker - 1983 Harvard Medical School Bicentennial Speaker - 1982 Rameshwar Sharma Oration - School of Medicine, Jaipur, India, 1981 Harben Lecture - Royal Institute of Public Health and Hygiene, London, 1980 Stephens Lecture - Oberlin, Ohio, 1980. V.W. Scully Distinguished Lecture - Hamilton, Ontario, Canada, 1979 Joseph C. Wilson Lecture - Rochester, New York, 1979 Julia M. Jones Memorial Lecture - American Lung Association and American Thoracic Society, 1979 Merck Sharpe and Dohme Lecture - Canadian Public Health Association, Ottawa, Canada, 1977 James Bordley III Lecture - Mary Imogene Bassett Hospital, Cooperstown, New York, 1977 Jenner Memorial Lecture - Bristol (UK) Royal Infirmary, 1975 Commencement and Convocation Addresses: San Diego State University School of Public Health - 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 SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:27 ; 3019550258- 2023953261:# 6 -5- 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, 1965-1977; Chairman, 1984- Editorial Advisory Board - Bibliography of Bioethics, 1979- International Association for Maternal and Neonatal Health, Scientific Council, 1981- Rotary Foundation of Rotary International, Polio Plus Advisory Committee, 1985- Government Accounting Office Advisory Board, Program Evaluation and Methodology Division, 1988- U.S. Department of State Advisory Committee on Oceans, 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, 1988- 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 Bassett 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 Men and Women in Science: Medical and Health Sciences Dictionary of International Biography SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:28 ; 3019550258- 2023953261:# 7 -6- APRIL 1990 PROFESSIONAL COMMITTEES: (Past) American Public Health Association Committee on Hepatitis, Chairman, 1961-1965 Multiple Antigen Committee, 1964-1966 Epidemiology Section Council, 1965-1967 Surgeon General's Advisory Committees on: Influenza, Secretary, 1961-1963 Measles Vaccines, Secretary, 1963 Immunization 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 Eradication, 1978-1980 Program Advisory Group for the Prevention of Blindness, 1978-1982 Programme for Research and Training in Tropical Diseases - Scientific and Technological Advi- sory Committee, 1982-1984 Caribbean Epidemiology Center - Scientific Advisory Committee, 1980-1983 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, AID Health Strategy Study, Steering Committee, 1978 Steering Committee for the Study on Clinical Investigations in Developing Countries, 1978-1980 Advisory Committee on Health, Biomedical Research and Development, Chairman, 1981-1983 Steering Committee, Study of Tropical Diseases, 1984-1987 Government Accounting Office Research and Education Advisory Panel to the Comptroller-General, 1977-1986 Department of Health and Human Services PHS Hospitals ad hoc Advisory Committee, 1978 Secretary's Committee on Influenza, 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 (Baltimore), 1977-1978 NASA- Planetary Protection Study Group, 1978 Executive Office of the President, Office of Science and Technology Task Force for Science and Technology in Foreign Assistance, Chairman, 1980 Advisory Committee on Science, Technology and Development, 1978-1979 Consultant, 1978-1982 Harvard University, Visiting Committee, University Health Services, 1981-1985 Burroughs-Wellcome Fund - Pharmacoepidemiology Awards Committee, 1983-1987 City University of New York Medical School, National Visiting Council, 1986-1989 Institute of Medicine, National Academy of Sciences, Committee on the Evaluation of Poliomyelitis 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. SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:28 ; 3019550258- 20239532611# 8 February 1990 Book Fenner, F, Henderson, DA, Arita, I, Jezek, 2, and Ladnyi, ID. Smallpox and Its Eradication, published by World Health Organization, 1988. Book-Chapters (BC) (1) Karzon, DT, Henderson, DA Current Status of Live Attenuated Vaccines. Advances in Pediatrics Volume XIV, 1966, PP. 121-200. Year Book Medical Publishers, Inc. (2a) Henderson, DA Smallpox. Maxey-Rosenau Preventive Medicine and Public Health, 10th edition, edited by Sartwell, P.E. Appleton-Century-Crofts, 1973, PP. 104-116 (2b) Henderson, DA Smallpox. Maxcy-Rosenau Preventive Medicine and Public Health, 11th edition, edited by Last, J.M. New York. Appleton-Century-Crofts, 1980, PP. 95-110. (2c) Henderson, DA Smallpox. Maxcy-Rosenau Preventive Medicine and Public Health, 12th edition, edited by Last, J.M. Appleton-Century-Crofts, 1985, PP. 129-138. (3a) Henderson, DA Smallpox. Epidemiology and Community Health in Warm Climate Countries. Edited by Russell and Standard. Churchill Livingstone, Edinburgh, 1976, PP. 160-167. (3b) Henderson, DA Smallpox. Epidemiology and the Community Control of Disease in Warm Climate Countries, edited by Robinson. Churchill Livingstone, Edinburgh, 1985, PP. 249-261. (4a) Henderson, DA Variola and Vaccinia. Cecil Textbook of Medicine, 16th edition, edited by Wyngaarden, J.B. and Smith, L.H. W.B. Saunders, Philadelphia, 1982, PP. 1658-1663. (4b) Henderson, DA Variola and Vaccinia. Cecil Textbook of Medicine, 17th Edition, edited by Wyngaarden, J.B. and Smith, L.H. W.B. Saunders, Philadelphia, 1985, PP. 1724-1728. SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:29 : 3019550258- 2023953261:# 9 -2- February 1989 (4c) Henderson, DA Variola and Vaccina. Cecil Textbook of Medicine, 18th Edition, edited by Wyngaarden, J.B. and Smith, L.H., W.B. Saunders, Philadelphia, 1988 (in press). (5) Henderson, DA Smallpox: Eradication of a Killer. Encyclopedia Brittanica, Medical and Health Annual - 1979, PP. 125-144. (6) Henderson, DA Explicit Goals for Prevention and Public Health. Working for & Healthier America, edited by McNerney, W.J., PP. 87-94. Ballinger Publishing Co., Cambridge, 1980. (7) Henderson, DA Lessons from The Smallpox Eradication Experience in Medicine, Science, and Society, edited by K.J. Issalbacher, John Wiley and Sons, New York, PP. 715-726. (8) Foege, WH and Henderson, DA Management Priorities in Primary Health Care in Selective Primary Health Care Intervention, edited by Walsh, J.A., Warren, K.S. The University of Chicago Press, Chicago and London, PP. 313-321. (9) Henderson, DA Smallpox and Vaccinia in Vaccines, edited by Plotkin, S. and Mortimer, T., PP. 8-30. W.B. Saunders Company, 1987. (10) Warren, KS, Bundy, DAP, Anderson, RM, Jamison, DT, Davis, A, Senft, A, Prescott, NM, Henderson, DA Helminth Infections. Chapter in Evolving Health Sector Priorities in Developing Countries, December, 1989. SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:29 : 3019550258- 2023953261:#10 February 1990 Scientific Papers (1) Armijo, R, Henderson, DA, Timothee, R, Robinson, HB Food Poisoning Outbreaks Associated with Spray-Dried Milk - An Epidemiological Study. Am. J. of Public Health 47:1093-1100, 1957. (2) Poskanzer, DC, Henderson, DA, Kunkle, EC, Kalter, SS, Clement, WB and Bond, JO Epidemic Neuromyasthenia, An Outbreak in Punta Gorda, Florida, New Eng. J. Medicine 257:356-364, 1957. (3) Clement, WB, Henderson, DA, Lawrence, JW and Bond, JO Epidemic Neuromyasthenia, An Outbreak in Punta Gorda, Florida - An Illness Resembling Iceland Disease. J. Florida State Med. Assoc. 45:422-426, 1958. (4) Henderson, DA and Shelokov, A Medical Progress: Epidemic Neuromyasthenia-Clinical Syndrome. New Eng. J. Med. 260:757-764, 814-818, 1959. (5) Henderson, DA and Hawn, CVZ The Epidemiology of Antibiotic-Resistant Staphylococci in the Community. Surg. Clinics of North America, 40:971-982, 1960. (6) Trotter, Y, Dunn, FL, Drachman, RH, Henderson, DA, Pizzi, M and Langmuir, AD Asian Influenza in the United States, 1957-1958. Am. J. Hyg. 70:34-50, 1959. (7) Quirce, JM, Vargas-Mendez, o, Nunez, J, Montoya, JA, Brody, J, Henderson, DA and Martins da Silva, M Vaccination with Attenuated Polioviruses in Costa Rica. First International Conference of Live Poliovirus Vaccine, Scientific Publication No. 44, Pan American Sanitary Bureau, 1959, PP. 510-513. (8) Dull, HB, Jensen, KE, Rakich, JH, Cohen, A, Henderson, DA and Pirkle, CI Monovalent Asian Influenza Vaccine. Evaluation of Its Use during Two Waves of Epidemic Asian Influenza in Partly Immunized Penitentiary Population. J. Amer. Med. Assoc. 172:1223-1229, 1960. (9) Aach, RD, Elsea, WR, Lyerly, JL and Henderson, DA Efficacy of Varied Doses of Gamma Globulin During an Epidemic of Infectious Hepatitis, Hoonah, Alaska, 1961. Am. J. Pub. Health 53:1623-1629, 1963. (10) Langmuir, AD, Henderson, DA, Serfling, RE, Sherman, IL The Importance of Measles as a Health Problem. Am. J. Pub. Health 52 (Supp.) :1-3, 1962. SENT BY: Olivetti FX 2100 ; 5-23-90 : 12:29 : 3019550258- 2023953261:#11 -2- February 1990 (11) Guinee, VF, Casey, HL, Ruthig, DW, Henderson, DA, et al. A Collaborative Study of Measles Vaccines in Five United States Communities. Am. J. Pub. Health 53:645-651, 1963. (12) Henderson, DA, Witte, JJ, Morris, L, Langmuir, AD Paralytic Disease Associated with Oral Polio Vaccines. J. Amer. Med. Assoc. 190:41-48, 1964. (13) Langmuir, AD, Henderson, DA, Serfling, RE The Epidemiological Basis for the Control of Influenza. Am. J. Pub. Health 54:563-571, 1964. (14) Henderson, DA Viral Hepatitis: Experience in the United States. The Milbank Memorial Fund Quarterly XLIII (2): Part 2:404-411, 1965. (15) Foege, WH, Leland, os, Mollohan, CS, Fulginiti, VA, Henderson, DA, Kempe, CH Inactivated Measles Virus Vaccine. Pub. Health Reports 80:60-64, 1965. (16) Joseph, PR, Millar, JD, Henderson, DA An Outbreak of Hepatitis Traced to Food Contamination. New Eng. J. Med. 273:188-194, 1965. (17) Dizon, JJ, Alvero, MG, Joseph, PR, Tamayo, JF, Mosley, WH, Henderson, DA Studies of Cholera E1 Tor in the Philipines. 1. Characteristics of Cholera El Tor in Negros Occidental Province, November 1961 to September 1962. Bull. Wld. Hlth. Org. 33:627-636, 1965. (18) Joseph, PR, Tamayo, JF, Mosley, WH, Alvero, MG, Dizon, JJ, Henderson, DA Studies of Cholera El Tor in the Philippines. 2. A Retrospective Investigation of an Explosive Outbreak in Bacolod City and Talisay, November 1961. Bull. Wld. Hlth. Org. 33:637-643, 1965. (19) Tamayo, JF, Mosley, WH, Alvero, MG, Joseph, PR, Gomez, CZ, Montague, T, Dizon, JJ, Henderson, DA Studies of Cholera E1 Tor in the Philippines. 3. Transmission of Infection among Household Contacts of Cholera Patients. Bull. Wld. Hlth. Org. 33:645-649, 1965. (20) Mosley, WH, Alvero, MG, Joseph, PR, Tamayo, JF, Gomez, CZ, Montague, T, Dizon, JJ, Henderson, DA Studies of Cholera El Tor in the Philippines. 4. Transmission of Infection among Neighborhood and Community Contacts of Cholera Patients. Bull. Wld. Hlth. Org. 33:651-660, 1965. SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:30 ; 3019550258- 2023953261;#12 -3- February 1990 (21) Guinee, VF, Henderson, DA, Casey, HL, Wingo, ST, Ruthig, DW, et al. Cooperative Measles Vaccine Field Trial. I. Clinical Efficacy. II. Serological Studies. Pediatrics 37:649-665, 1966. (22) Witte, JJ, Henderson, DA The Cerebrospinal Fluid in Type III Poliomyelitis. Am. J. Epidemiology 83:189-195, 1966, (23) Morris, L, Witte, JJ, Gardner, P, Miller, G, Henderson, DA Surveillance of Poliomyelitis in the United States, 1962-1965. Pub. Health Reports 82:417-428, 1967. (24) Neff, JM, Lane, JM, Pert, JH, Moore, R, Millar, JD, Henderson, DA Complications of Smallpox Vaccination. I. National Survey in the United States, 1963. New Eng. J. Med. 276:125-132, 1967. (25) Neff, JM, Levine, RH, Lane, JM, Ager, EA, Moore, H, Rosenstein, BJ, Millar, JD, Henderson, DA Complications of Smallpox Vaccination. II. Results Obtained by Four Statewide Surveys. Pediatrics 39:916-923, 1967. (26) Miller, G, Gale, J, Villarejos, V, James, W, Arteaga, CG, Casey, H, Henderson, DA Edmonston B and Further Attenuated Measles Vaccine - A Placebo Controlled Double Blind Comparison. Am. J. Pub. Health 57:1333-1340, 1967. (27) Henderson, DA Smallpox Eradication and Measles-Control Programs in West and Central Africa - Theoretical and Practical Approaches and Problems. Industry and Tropical Health VI, 112-120, Harvard School of Public Health, Boston, 1967. (28) Arita, I, Henderson, DA Smallpox and Monkeypox in Primates. Primates in Medicine 3:122-123, 1969. (29) Gelfand, HM, Henderson, DA A Program for Smallpox Eradication and Measles Control throughout West Africa. J. of International Health 2:24-33, 1966. (30) Arita, I, Henderson, DA Smallpox and Monkeypox in Non-Human Primates. Bull. Wld. Hlth. Org. 39:277-283, 1968. (31) Henderson, DA La Evaluacion en los Programas de Vacunacion. Boletin de la Oficina Sanitaria Panamericana 66:426-434, 1969. SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:30 ; 3019550258- 2023953261:#13 -4- February 1990 (32) Millar, JD, Roberto, RR, Wulff, H, Wenner, HA, Henderson, DA Smallpox Vaccination by Intradermal Jet Injection. Bull. Wld. Hlth. Org. 41:749-760, 1969. (33) Henderson, DA The Status of the Global Smallpox Eradication Programme in September, 1969. Proceedings of Symposium on Smallpox, Yugoslav Academy of Arts and Sciences, Zagreb, 23-35. (34) Arita, I, Henderson, DA Freeze-dried Vaccine for the Smallpox Eradication Programme. Proceedings of Symposium on Smallpox, Yugoslav Academy of Arts and Sciences, Zagreb (1969), 39-50. (35) Henderson, DA Control and Eradication of Smallpox. Tropical Doctor 1:33-35, 1970. (36) Henderson, DA Smallpox Surveillance in the Strategy of Global Eradication. Health Centre Journal 12:59-66, 1970. (37) Wehrle, PF, Posch, J, Richter, KH, Henderson, DA An Airborne Outbreak of Smallpox in a German Hospital and its Significance with Respect to Other Recent Outbreaks in Europe. Bull. Wld. Hlth. Org. 43:669-679, 1970. (38) Henderson, DA, Labusquière, R, Millar, JD, N'Dow, PJ, Nicholas, CC, Rey, M, Ristori, C, Sulianti-Saroso, J Design for Immunization Programs in the Developing Countries. International Conference on the Application of Vaccines against Viral, Rickettsial and Bacterial Diseases of Man. PAHO (Washington) (1971) 626-635 and Pediatrica Indonesia 12:408- 426, 1972. (39) Henderson, DA Smallpox: The Problem. International Conference on the Application of Vaccines against Viral, Rickettsial and Bacterial Diseases of Man. PAHO (Washington) (1971) 139-143. (40) Henderson, DA Epidemiology in the Global Eradication of Smallpox. Intl. J. Epidemiology 1:25-30, 1972. (41) Henderson, DA Smallpox Vaccination. Proceedings of the Seminar on Vaccination in Africa. Centre International de l'Enfance (Paris), 1971, PP. 44-46. SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:31 ; 3019550258- 2023953261:#14 -5- February 1990 (42) Henderson, DA, Arita, I Monkeypox and its Relevance to Smallpox Eradication. WHO Chronicle 27:145-148, 1973. (43) Henderson, DA La Variola. Medecine et Hygiene 31:709-719, 1973. (44) Henderson, DA Eradication of Smallpox: The Critical Year Ahead. Proc. Royal Soc. 66:493-500, 1973. (45) Henderson, DA Genesis, Strategy and Progress of the Global Smallpox Eradication Program. J. Communicable Dis. 6:155-159, 1974. (46) Foege, WH, Millar, JD, Henderson, DA Smallpox Eradication in West and Central Africa. Bull. Wld. Hlth. Org. 52;209-222, 1975. (47) Henderson, DA Global Smallpox Eradication Programme. Swasth Hind 19:116-118, 1975. (48) Henderson, DA Smallpox Eradication - the Final Battle (Jenner Lecture). J. Clinical Pathology, 28:843-849, 1975. (49) Henderson, DA Surveillance of Smallpox. Intl. J. Epidemiology 5:19-28, 1976. (50) Henderson, DA Current Status of Smallpox in the World. J. Com. Dis. 7:165-170, 1975. (51) Henderson, DA The Eradication of Smallpox. Scientific American 235:25-33, 1976. (52) Arita, I and Henderson, DA Monkeypox and Whitepox Viruses in West and Central Africa. Bull. Wid. Hlth. Org. 53:347-353, 1976. (53) Henderson, DA Smallpox Eradication. Proc. R. Soc., London, 199:83-97, 1977. (54) Henderson, DA History of Smallpox Eradication. Times, Places, and Persons (Supplement to the Bulletin of The History of Medicine), edited by A.M. Lilienfeld, Johns Hopkins Press, 1980, PP. 99-108. SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:31 : 3019550258- 2023953261:#15 -6- February 1990 (55) Henderson, DA The Saga of Smallpox Eradication and Beyond (James Bordley III Lacture). Occasional Papers. The Mary Imogene Bassett Hospital, Cooperstown, New York, 1977. (56) Henderson, DA The Saga of Smallpox Eradication: An End and a Beginning. Canadian J. of Public Health 70:21-27, 1979. (57) Henderson, DA Mobilization of Health Manpower to meet health needs: Lessons learned from the Smallpox Eradication Program. Human Resources for Primary Health Care in the Middle East, PP. 140-150, Amer. U. of Beirut, Lebanon, 1980. (58) Henderson, DA Landmarks in American Epidemiology: Smallpox Eradication. Public Health Reports 95:422-426, 1980. (59) Henderson, DA Strategy and Development of Global Smallpox Eradication Campaign. J. of International Society for Tropical Medicine and Malaria (in press). (60) Henderson, DA The Deliberate Extinction of a Species (Harben Lecture). American Philosophical Society, 126:461-471, 1982. (61) Henderson, DA Expanding Horizons on a Diminishing Planet. Pediatrics. 61:770-774, 1981. (62) Henderson, DA Primary Health Care as & Practical Means for Measles Control. Reviews of Infectious Diseases 5:606-607, 1983. (63) Henderson, DA Education has an Urgent Need for Redirection. Oberlin College Sesquicentennial Papers, Oberlin Alumni Magazine, PP. 20-22. (64) Henderson, DA Public Health Training for Physicians From Abroad: Current Problems and a Look at the Future. Educational Commission for Foreign Medical Graduates, Public Health Workshop, April, 1984. (65) Henderson, DA and Arita, I Utilization of Vaccine in the Global Eradication of Smallpox in Vaccinia Viruses as Vectors for Vaccine Antigens, Elsevier, New York, 1985, pp. 61-67. SENT BY: Olivetti FX 2100 ; 5-23-90 : 12:32 ; 3019550258- 2023953261:#16 -7- February 1990 (66) Henderson, DA Challenge and Change in our Health Systems. Jaipur, India, October 25, 1985 (in press). (67) Henderson, DA Public Health and Virus Diseases. Indian Journal of Public Health, 39:223-225, 1985. (68) Henderson, DA P.D. Agarwal Memorial Oration. Calcutta, India, October 1985. (69) Henderson, DA Principles and Lessons from The Smallpox Eradication Programme Bulletin of the World Health Organization, 65 (4) 535-546 (1987). (70) Henderson, DA Application and Problem Solving in Health Research for the Developing Countries. Independent International Commission on Health Research for Developing Countries, Geneva, July 1987 (in press). (71) Henderson, DA and Sorensen, AA Relationship Between the Work Setting and Professional Education in Public Health, IOM, March 1987 (in press). (72) Henderson, DA Eradication of Infectious Diseases: Utopian or Realistic? Ernst Jung Prize Symposium, 1987 (in press). (73) Henderson, DA Session I: Strategies for Vaccine Delivery: Introduction Reviews of Infectious Diseases, Volume II, Supplement 3, May-June 1989, 1987 (in press). (74) Henderson, DA New Dimensions in International Health Reviews of Infectious Diseases, 1987 (in press). (75) Henderson, DA Child Survival Revolution Bellagio III Conference, March 12, 1988 (in press). (76) Henderson, DA The Child Survival Revolution Pediatric Research, 1987 (in press). (77) Mosley, WH, Henderson, DA International Health in Development in the 1990s, Issues in Science and Technology 1988 (in press). SENT BY: Olivetti FX 2100 ; 5-23-90 ; 12:32 ; 3019550258- 2023953261:#17 -8- February 1990 (78) Henderson, DA Defining Global Medical Education Needs Academic (1989) Medicine, Volume 64, Number Five Supplement, 59-S12 (79) Henderson, DA Prevention Point-Counterpoint. Medical vs. the Public Health Model of Am Journal of Preventive Medicine, 1989 (in press). (80) Henderson, DA Introduction to Session II: Strategies for Vaccine Delivery Reviews of Infectious Diseases, 1989 (in press). (81) Henderson, DA Conference on Emerging Viruses Surveillance Systems and Intergovernmental Cooperation Washington, D.C., May 1989 (in press). (82) Henderson, DA, Rakel, RE The Worldwide Eradication of Smallpox Houston Medicine, September 1989 (in press). (83) Mosley, WH, Jamison, D, Henderson, DA The Health Sector in Developing Countries: Problems for the 1990s and Beyond Annual Review of Public Health, July 1989 (in press). SENT BY: Olivetti FX 2100 : 5-23-90 ; 12:33 ; 3019550258- 2023953261:#18 February 1990 Other (1) Henderson, DA An End . and & Beginning. World Health (Feb. -March, 1975), PP. 12-17. (2) Henderson, DA Smallpox Eradication - the Global Strategy. World Health (October 1973) PP. 8-16. (3) Henderson, DA Smallpox . Death of a Disease. National Geographic, December, 1978, PP. 796-805. (4) Henderson, DA Smallpox Shows the Way. World Health (February, 1977) PP. 22-27. (5) Henderson, DA Smallpox Target Zero. Rochester Review (Spring, 1980), PP. 2-5. (6) Henderson, DA A Victory for All Mankind. World Health (May 1980), PP. 3-5. (7) Henderson, DA Commentary on the Feasibility of Eradication. World Health Forum 2:482-484, 1982. (8) Henderson, DA Book Review of P. Razzell's Edward Jenner's Cowpox Vaccine: The History of 1 Medical Myth. J. Hist. Med. 37:236-238, 1982. (9) Henderson, DA Letter to the Editor: Global Measles Eradication. Lancet, July 24, 1982. (10) Henderson, DA Smallpox After Eradication: Storing the Virus. Encyclopedia Brittanica, Medical and Health Annual - 1980, PP. 254-256. (11) Henderson, DA Book Review of D. Baxby's Jenner's Smallpox Vaccine: The Riddle of the Vaccinia Virus and Its Origin. J. Hist. Med. 37:595-597, 1982. (12) Henderson, DA Continuing Education in Health Management. Jaipur, India 1986 (in press). SENT BY: Olivetti FX 2100 ; 5-23-90 : 12:33 ; 3019550258- 2023953261:#19 -2- February 1990 (13) Henderson, DA Op-Ed: "How the U.S. Shortchanges World Health." The Evening Sun, Friday, January 30, 1987. (14) Henderson, DA Stocks of Variola Virus. American Journal of Public Health, Vol. 77, No. 2, PP. 238-239, February 1987. (15) Halsey, NA; Henderson, DA Editorial: "HIV Infection and Immunization," New England Journal of Medicine, 316, PP. 683-685, 1987. (16) Henderson, DA The Lessons Learnt World Health Forum, Vol. 8, 1987. (17) Henderson, DA Op-Ed: ... And for the World Health Organization, Washington Post, June 17, 1987. (18) Henderson, DA Introductory Note to: "Outbreaks of Smallpox Due to Variolation in China 1962-1965," American Journal of Epidemiology, Vol. 128, No. 1, 1988. (19) Henderson, DA Poliomyelitis and Smallpox Eradication World Health, 1989 (in press). HENDERSON, DONALD AINSLIE, university dean: b. Cleve.. Sept. 7, 1928. 3. David Alexander and Grace Eleanor (McMillan) H., m. Nana Irene Bragg. Sept. 1. 1951: children: Lagh Ainslie. David Alexander. Dougles Bruce. B.A., Oberlin (Ohio) Coll.. 1950. D.Sc. (hon.), 1979, M.D., U. Rochester (N.Y.), 1954. D.Sc. (hon.), 1977: M.P.H., Johns Hopkins U., 1960: LL.D. (hon.). Marietta (Otuo) Coll.. 1978: D.Sc. (hon.). U. III., 1979, U. Md., 1980: M.D. (hon.). U. Geneva. 1980: L.H.D. (hon.), SUNY. 1981; D.Sc. (hon.), Yale U.. 1986. Diplomate: Am. Bd. Preventive Medicine. Intern. then resident Mary Imogene Bassett Hosp., Cooperstown. N.Y., 1954-55. 57-59. chief epidemic intelligence service Center Disease Control, USPHS. Atlanta. 1955-57: chief surveillance sect. Center Disease Control. USPHS. 1960-66: chief med. officer smallpox eradication WHO. Geneva. 1966-77; dean Johns Hopkins U. Sch. Hygene and Pub. Health. 1977-. Contbr. articles to med. jours. Recipient Commendation medal USPHS. 1962. Disting. Service medal. 1976: -Erast Jung prize. 1976: award Govt. India-Indian Soc. Malana and Other Communicable Diseases, 1975; Rosenhaus internat. award for excellence. 1975; George MacDonald medal London Sch. Hygiene and Tropical Medicine. Royal Soc. Tropical Medicine and Hygiene. 1976: Health medal Govt. Afghanistan. 1976; Spl. Albert Lasker Pub. Health Service award for WHO. 1976: Public Welfare medal Nat. Acad. Scis.. 1978. Joseph C. Wilson award in internat. affairs. 1978; James D. Bruce Meml. sward. 1978: 50th Anniversary Disting. Service award Blue Cross-Blue Shield. 1979; medal for contons. to health Govt. of Ethiopia. 1979; Outstanding Alumnus award Delta Omega. 1980: Disting. Alumnus award Johns Hopkins U.. 1982: Internat. Ment award Gairdner Found.. 1983; Albert Schweizer Internat. prize for medicine. 1985; Nat. Medal Sci., 1986; Richard T. Hewitt award Royal Soc. Medicine. 1986, Charles Dana Found.award for Pioneering Achievement in Health. 1986; Japan prize in Preventative Medicine. 1988. Fellow Nat. Acad. Arts and Seis., Am. Acad. Pediatrics (hon.), Royal Coll. Physicians U.K. (bon.); mem. Nat. Acad. Arts & Scis., Inst. Medicine Nat. Acad. Scis., Am. Public Health Assn.. Internat. Epidemiol. Assn.. Royal Coll. Physicians (Edinburgh), Royal Soc. Tropical Medicine and Hygene. Indian Soc. Malaria and Other Communicable Diseases Home: 3802 Greenway Baltimore MD 21218 Of- fice John Hopkins U Sch Hygiene Pub Health 615 N Wolfe St Baltimore MD 21205 THE WHITE HOUSE WASHINGTON July 11, 1990 MEMORANDUM FOR SECRETARY JAMES WATKINS FROM: D. ALLAN BROMLEY Duan SUBJECT: BASIC RESEARCH You perhaps will recall from a decade or so ago when a group at MIT, under the auspices of the Club of Rome, carried out a major computer-base study that culminated in a publication entitled The Limits of Growth. In many ways it was the ultimate illustration of the famous garbage-in-garbage-out rule of computer usage. The first group that really pointed this out in detail and published a book in response entitled The Limits of Doom was the science policy research unit at the University of Sussex in England. Recently under a grant from the National Science Foundation, John Irvine, Ben Martin, and Phoebe Isard, who are members of this research unit, have undertaken a study of how the U.S. Government supports academic research and in particular, how competitive from an international point of view that support is at the present time. Erich Bloch recently sent me a copy of the paper that the group has produced and points out that there are two very important conclusions. They are the following: 1. In relation to its size and wealth, the United States invests less overall in academic and related research than leading scientific nations in Western Europe with the apparent shortfall being largest in the physical sciences. 2. While the U.S. is still the predominant world player in academic research, if life science is excluded, however, or if expenditure is normalized for difference in population, then the U.S. compares less favorably with the European countries. I believe that both of these conclusions are matters of serious concern for us in the United States. We have long recognized that by any of the usual measures, such as fraction of gross national product and the like, our support of research and development overall is substantially less than that in Germany or Japan. What we have not recognized prior to this report was that the situation is more broadly based in Europe when we focus on academic research in comparison with the United States. It is also the case that once we face the European community in 1992, where there is substantial discussion and consensus building internal to the EC, I expect us to find ourselves crunched evermore effectively between Japan on the one side with the other Pacific Rim nations accelerating rapidly, and the European Community on the other. This document from the University of Sussex simply underscores the conviction that I think we share that we, as a nation, are under-investing in research and development generally and in the support of academic research, particularly in the physical sciences. I though that you would find this report interesting. Enclosure IS US GOVERNMENT SUPPORT FOR ACADEMIC AND RELATED RESEARCH INTERNATIONALLY COMPETITIVE? John Irvine, Ben R. Martin and Phoebe A. Isard Abstract In relation to its size and wealth, the United states invests less overall in academic and related research than leading scientific nations in Western Burope, with the apparent shortfall being largest in physical sciences. New technologies are increasingly crucial to a nation's economic prosperity. Because many of these technologies depend on the results of science, basic research seems set to play a fundamental role in economic and social development.1 Sence, the zajor industrial nations (and those that aspire to greatness) are all investing heavily in basic research, whether conducted in academic, government or industrial laboratories. Responsibility for developing and maintaining the necessary science base at present rests largely with federal and state governments rather than industry. This raises two questions. First, how much should government invest in research within universities and related laboratories? Given the increasingly competitive nature of science as well as technology, funding agencies need to know how their spending compares with that in other nations, both in overall terms and at the level of specific fields. second, what funding mechanisms are cost appropriate for supporting academic and related research? For example, what emphasis do different countries place on institutional core-funding of universities relative to ,,ecr-reviewed projects (or programmes) and intramiral work conducted within agency laboratories? Such comparisons may provide scien insights into which funding arrangements work most effectively. In what follows, we examine the main trends in US government expenditure on academic and related research between 1975 and 1987, looking at the similarities and differences between the United States and five other industrial nations (the United Kingdom, Federal Republic of Germany, Netherlands, France and Japan). our analysis draws upon the findings of a study undertaken for the National Science Foundation and the British Advisory Board for the Research Councils' which reported comparable John Irvine and Ben Martin are Senior Fellows of the Science Policy Research Unit, University of Sussex, Brighton BNI SRF, England. Phoebe Isard it now & Research Associate in the Department of Community Medicine, University of adinburgh, Edinburgh EH8 9AG, scotland. No order of seniority is implied by the author name-order. 2023203728 202 034 4034,5 4 -2- figures on spending broken down into nine fields (e.g. physical sciences) and forty subfields (e.g. chemistry) for each country. In addition, we identify the factors underlying changes in the level and distribution of academic funding by government using information from the published literature and from interviews with agency officials and science-policy specialists. Among the issues addressed are the political priority given to basic science in general as well as to specific fields, and the pressures underlying the restructuring of research-support mechanisms that is underway in many countries. However, one question outside the study's remit relates to the changing balance between private and public-sector finance for academic research. When interpreting our results, therefore, the reader needs to bear in mind not only that industrial funding varies from country to country, but also that much academic research is supported by charitable foundations, especially in the biomedical and health fields. Approach Disaggregated data were compiled for three categories of expenditure: (a) academic research financed through general university funds given to institutions by federal or state governments; (b) academic separately budgeted research provided in the form of grants, contracts and other finance earmarked for specific research projects by public-sector funding agencies; and (c) academically related research undertaken outside universities in (1) national or international laboratories operating central facilities for use by scademic scientists (e.g. Fermilab or the National Optical Astronomy Observatory), and (11) institutes financed primarily through government core-funding which are engaged in longer-term basic research similar to that conducted within universities in other nations (e.g. the intramural programs of the National Institutes of Health). As can be seen from Figure 1, coverage of academically related research includes certain types of expenditure by Federally Funded R&D Centers (FFRDCs) and research council establishments in Europe together with basic work in agricultural and medical laboratories, many of which have a role in postgraduate training. Academically related research can be viewed partly as a residual category enabling funding for functionally equivalent organizations formally outside universities to be taken into account, hence ensuring that the financial statistics for different countries are truly comparable. This helps overcome a major limitation with data from the -3- Organization for Economic Cooperation and Development (OECD). Such figures are widely used in international comparisons of academic research, but reflect the varying definitions of the higher education sector exployed in different countries. For example, the OECD statistics cover only doctorate-granting universities in the Netherlands, while junior and technical colleges are included for Japan and the US figures even encompass mission-oriented FFRDCS such as Los Alamos. To compare trends in real terms from 1975 to 1987, expenditures for earlier years were converted to 1987 prices using the OECD deflators for gross domestic products. Although this procedure may understate the rate of inflation for research costs', especially in fields where there has been a significant increase in the sophistication of experimental equipment and facilities, the lack of internationally comparable R&D deflators means there is currently no alternative. National currencies were then converted into US dollars. Since official exchange rates fluctuate appreciably and rarely represent actual domestic spending power or labour costs, we have relied mainly on the 'purchasing power parity' (PPF) rates calculated by OECD. However, economists differ over whether this represents the best way to compare research expenditures so alternative figures based on average official exchange rates (CERS) are also reported. Finally, in presenting the results, we have frequently contrasted US spending with that for the four European nations combined (henceforth termed 'Europe') which have a not dissimilar aggregate population. Trends in overall expenditure Table 1 contains purchasing power parity-adjusted expenditure data broken down into general university funds (GUF), separately budgeted research (ASBR) and academically related research (ARR). Although OUT grew by over 50% in real terms in the United States between 1980 and 1987 (largely as a result of increased institutional finance from state administrations), it still represented only 20% of total academic and related research compared with around 45% for 'Europe' and over 65% for Japan. At the same time, 'Europe' appears to have begun to move a little towards the US funding model by giving less emphasis to GUT and more to project-based and other earmarked research support for universities, all four countries witnessing large increases of 20-40% in ASER since 1980. Nevertheless, US expenditure -4- on separately budgeted research ($9.9 billion in 1987) still dwarfed the total for the four European nations ($2.5 billion), with Japan Car behind ($0.9 billion). In contrast, 'Europe' gave greater emphasis to academically related research, spending $3.3 billion compared to $1.9 billion by the United States despite the faster growth evident over recent years. for academic and related research combined, the total for the four European countries in 1987 ($11.0 billion) was approximately three quarters of the US figure ($14.9 billion), while Japan's was about one-quarter ($3.7 billion). However, if official exchange rates are used, 'European' expenditure rises to $13.3 billion (i.e. much closer to the us total of $14.9 billion which, by definition, remains unaltered). In addition, the Japanese total increases to $5.5 billion, well over a third of the us figure. What do the statistics show when spending is adjusted for differing country size and economic strength? One way to do this is to express the results in terms of expenditure per capita. Figure 2 reveals that, for academic and related research combined, US spending of $61 per capita in 1987 was breadly comparable with that by 'Europe' ($60) on a purchasing power parity basis. Although the Japanese figure of $31 was relatively low, it should be stressed that a considerable proportion of government research support is concentrated in mission-oriented laboratories falling outside our definition of academically related research - for example, the R&D institutes coming under the Ministry of International Trade and Industry. (Furthermore, the apparent gap compared with the other nations narrows considerably when official exchange rates are used, Japanese expenditure rises from $31 to $45 per capita while the (unaltered) US figure ($61) is now somewhat below the 'European' average of $71.) The conventional approach to normalizing research expenditures for differences in size of national economies is to express them as a proportion of gross demestic product (GDP). Figure 3 shows that the United States devoted 0.34% of GDP to academic and related research in 1987, appreciably less than 'Europe' (0.47%). However, the us figure increased by 12% during the 1980s whereas that of 'Europe' remained constant and Japan's dropped from 0,26 to 0.23 as rises in research spending failed to keep pace with rapid economic growth. -5- In short, allowing for variations in country size suggests that the United States probably invested less relative to 'Europe' in 1987. Certainly, when comparisons are made excluding life sciences (i.e. biological, agricultural and medical research - areas where, as we show below, support has been much higher than elsewhere), then us expenditure emerges as appreciably lower than the 'European' average irrespective of whether expressed in per capita or GDP terms. Distribution across fields Table 2 contains data on academic and related research expenditure in 1987 broken down by field. TO take engineering research first, us spending of $2.0 billion was 40% greater than that for the European countries and more than twice Japan's. The United States and 'Europe' both committed 13% of their overall funds to engineering (including materials research), much less than the 22% figure for Japan. In contrast, physical sciences (i.e. physics, chemistry and astronomy) accounted for under 15% of the Japanese total, well below the six-country average of 21%. The us emphasis on physical sciences (16% of overall effort) vas also far lower than in the European nations (25%). Indeed, this is the only major scientific field where 'Europs' outspent the United States. The budgetary share received by life sciences in the US (49%) was well above that in 'Europe' and Japan (34% in both cases), reflecting the high level of funding for the National Institutes of Health. However, government support for arts and humanities ($0.4 billion) was considerably less than in 'Europe', this being the result of a difference in cultural priorities as well as the greater emphasis on general university funding in Western Europe. International comparisons of the distribution of research effort across fields are made easier if WB consider the Relative Expenditure Priority (REP) index shown in Figure 4. This is defined as follows: REP for field A in country X - 1 share of field A in country X 1 share of field A for all six countries Hence, for physical sciences where the US share (15.6%) was just under three-quarters of the six-country average in 1987, one obtains an REP of 0.74. After increasing between 1975 and 1984, this figure began to slip back. Engineering, professional/vocational studies (e.g. architecture, SENT BY: 5-30-90 ; 15:57 2023283729- 202 634 4634;# 8 -6- education, law, management science) and arts/humanities also had index values well below 1.0, although in the first two cases there have been modest increases since 1980. The largest improvement was in mathematics and computer science where the REP rose to 0.90. By contrast, appreciable declines were recorded in environmental and social sciences. As might be expected, the field with the largest REP in the US is life sciences with 1.35 in 1987, followed by environmental sciences (i.e. atmospheric science, geosciences and oceanography) with 1.20. A similar analysis can be carried out at the subfield level, although with a lower degree of statistical confidence. Among US priorities for academic and related research in 1987 were eerospace engineering (with an REP of 1.8), materials research (1.6), biological sciences (1.4), agricultural and medical research (both 1.3), psychology (1.3) and political science (1.3). Lower priority areas included languages (0.3), history (0.4), astronomy (0.4), sociology (0.4), and chemical and civil engineering (both 0.7). Also well below 1.0 were physics (0.75) and chemistry (0.77) - in other words, it would appear that physical science is given only just half the funding priority of life sciences in the united States. Research support mechani Let us now turn to certain policy issues concerning research-support mechanisms which have surfaced over recent years. within universities, a central concern in Europe and Japan has been the balance between general university funds (GUF) provided to institutions relative to finance for separately budgeted research (ASBR). Table 3 shows how the proportion of academic research accounted for by separately budgeted grants - i.e. the ratio ASBR/(GUF + ASBR) - has varied over time. Since GUT is largely tied to the salaries of tenured university faculty who often cannot easily transfer from one field to another, this index may be regarded as an indicator of the degree of 'flexibility' available to policy-makers to set new research priorities in line with changing scientific or societal needs. The top half of the table reveals appreciable increases in the index since 1980 for Britain, West Germany and especially the Netherlands. Although the gap has narrowed, the French figure (0.51) remains higher since much of the nation's academic research is supported through CNRS and other agencies. The United States has by far the largest index value, primarily -7- because, unlike the others, it does not operate a formal dual-support system for university research. However, there are signs of a change here as state governments have begun to provide universities with increased core-funding for facilities and infrastructure to help overcome problems associated with over-reliance on generally shorter-term federal project funding. For agencies, an equally important question during the 1980s has been the balance between expenditure on intramural laboratories (i.e. ARR) and separately budgeted finance for university research (1.e. ASBR), especially paar-reviewed grants for individual investigators. The lower section of Table 3 relates to trends in the ASBR/ARR index - - that 18, ASER divided by ASBR plus academically related research (ARR). Since intramural funding is often linked to the support of permanent staff in laboratories while ASBR mostly takes the form of shorter-term commitments, this ratio may again give an indication of the 'flexibility' to redeploy resources. There has been a rapid increase in the British and Dutch indices, bringing them up to the French level of approximately 0.5. In the United States and Japan, the ratio has historically been much higher (between 0.7 and 0.8) because government-supported research is generally conducted either on university campuses or in mission-oriented laboratories falling outside our definition of academically related research (e.g. Los Alamos, Lawrence Livermore and the Jet Propulsion Laboratory). A US expenditure 'gap'? Given the earlier indications of & shortfall in US spending on academic and related research relative to 'Europe', it is worth exploring the nature and magnitude of the difference in greater detail. Cne way to do this is to express expenditures in each field as a ratio of the average for the four European nations (the 'European' average) - that is, in terms of the Relative European Funding Index (REFI) shown in Figure 5. This is defined as follows: REFI for field A in country X . Spending on field A in country X 'European' average spending on field A Thus, overall US funding of $61.1 per capita for academic and related research in 1987 translates into a REFI value of 1.03 when compared with the 'European' average of $59.5 (based on purchasing power parities). At -8- the level of fields, the index for the us was particularly high for life sciences (1.48) and environmental research (1.26), with engineering (1.08) also supported rather more generously than in 'Europe'. In contrast, physical science was accorded lower priority (0.66) - less than social sciences (0.77) and only slightly higher than professional/vocational studies (0.62) and arts/humanities (0.40), fields traditionally receiving the least government support in the United States. Mathematics and computing fared just a little better with a REFI of 0.84 in 1987. These figures again point to a difference in political and cultural priorities between the two continents. Given the wide range of REFT values in Figure 5, an obvious question is, 'Bow much more or less would the United States have to invest in order to attain the 'European' level?' The results in Figure 6 indicate that expenditure on life sciences in the US was no less than $2.4 billion greater than the 'European' average in 1987. This was apparently at the expense of physical sciences (with a funding 'deficit' of $1.2 billion) and arts and humanities (where there was a $0.6 billion 'gap'). Indeed, for all the main fields excluding life sciences, there was a net 'deficit' of $2.0 billion compared to the 'Duropean' mean. Similar calculations suggest that Japan would also need to spend vastly greater sums to bring it up to the four-country average - perhaps of the order of $3.5 billion per anmm according to this indicator - primarily on physical and life sciences. How has the 'gap' between the United States and 'Europe' changed over time? As regards the funding for all fields combined, after worsening between 1975 and 1982, the situation then improved over the next five years. However, if we examine the field breakdown, it is apparent that the turnaround steas largely from increased funding for life sciences. In contrast, the relative situation of the loast well-endowed area - physical sciences - has scarcely changed since 1984. Figure 6 also reveals a decline in the fortunes of social sciences (including psychology), which slipped from being $220 million ahead of 'Europe' in 1975 to a position where there was an apparent 'shortfall' of 5230 million in 1987 following major cutbacks at the beginning of the decade. Such per capita-based estimates of absolute funding 'gaps' clearly need to be treated with greater caution than the earlier data relating to differences in relative expenditure priorities across countries. In particular, the statistical dangers invelved in relying on figures derived by subtracting one large and uncertain number (for the United States) from another (for the 'European' average) should be recognized. Nevertheless, the example of the 'balance of payments gap' statistics in the field of economics illustrates that there is sometimes little alternative but to employ imperfect indicators of this sort in policy-making. In such circumstances, the best that can be done to minimize the uncertainties is to explore a range of indicators. The preference of certain politicians to view spending on academic research as a 'consumption' item (i.e. a cultural luxury which can best be afforded by more affluent nations), and not just as an investment in the future, is another reason why one needs to consider parallel statistics on funding differences calculated from comparisons of expenditure expressed as a percentage of GDP. The results in Figure 7 illustrate how important it is not to rely on a single indicator in assessing the relative level of spending by the United States. For all fields combined, adoption of a GDP-based approach points to a considerably larger us 'gap' of $5.9 billion compared to 'Europe' in 1987. This is much the same irrespective of whether life science is excluded, and compares with the non-life science 'shortfall' of $2.0 billion suggested by the earlier per capita figures. The reason for such a discrepancy between the two estimates is not obvious (although the fact that using official exchange rates rather than purchasing power parities substantially reduces the divergence may be significant). Nevertheless, it is clear that both sets of indicators show a large deficit in five of the eight main fields. In other words, it would appear that the United States invests proportionately less than 'Europe' in a wide range of academic research areas, though life science is relatively well funded. Moreover, there seems little doubt that the amount by which US spending lags behind that of 'Europe' is considerable for physical sciences, our estimates ranging from $1.2 to $2.7 billion in 1987. Conclusions Before summarizing the main findings, we must again emphasize the intrinsic uncertainties involved in comparing spending levels across countries with 2023283729- 202 634 4634;#12 -10- rather different systems for financing and conducting research. Any attempt to assess the 'adequacy' of US funding relative to 'Murope' must therefore allow for the fact that our figures exclude the growing sums given to universities by industry and charitable foundations. Decisions on funding policy also need to take into account other measures of scientific activity such as numbers of researchers. Furthermore, indicators of research output (e.g. publication data) and of scientific impact (e.g. citation statistics) are often at least as important as those relating to inputs. with these provisos in mind, let us turn to the conclusions which may be drawn. rirst of all, in terms of absolute spending, US support for academic and related research in 1987 ($14.9 billion) was similar to the combined expenditure of Japan and the four European nations ($14.7 billion). Hence, the United States is still by far the dominant world player in the sphere of academic research. However, if life science is excluded, or if expenditure is normalized for differences in population, then the United States compares less favourably with the European countries. Similarly, 'Europe' invests appreciably more in academic and related research relative to GDP. Irrespective of the basis used for comparison, Japanese spending has remained extremely low in international terms. This is despite the government's expressed intention to strengthen fundamental science in response to criticisms voiced especially in America that Japan has been 'free-riding' on the scientific efforts of the United States and Western Europe instead of contributing its 'fair share' of resources to the support of basic research. At the field level, the picture is more complicated as a result of the dominance of US expenditure on life sciences in 1987, the figure of $7.3 billion amounted to 45% more than the total spent by the other five nations combined. The effect of the expansion in NST support for engineering can be seen in the gradual increase in the Relative Expenditure Priority (REP) index, although it was still only 0.92 in 1987. Conversely, investment in environmental sciences remained at a level 20% higher than the international average in 1987 despite a decline in the field's share of total US government spending in recent years. While the low priority given to social sciences, professional/vecational studies and arts/humanities is perhaps predictable, the relative funding -11- situation of physical sciences in the United states may cause some concern not least because of the technological and economic significance of much of the research within the field. In 1987, the Relative Expenditure Priority index stood at 0.74, little higher than the value for Japan (0.69) and considerably lower than for the Federal Republic of Germany (1.19) and France (1.41). Furthermore, although the REP rose between 1980 and 1984, it has since begun to fall back. At the subfield level, US expenditure priorities include aerospace engineering, materials research, biological sciences and medical research. In contrast, chemical and civil engineering, physics, chemistry, astronomy and several humanities areas all have low REPs. As regards mechanisms for financing research, the United States relies predominantly on separately budgeted grants, whereas the 'dual-support system' operated in European countries results in academic research receiving two-thieds of its finance through general university funding. This may be one reason why concern about inadequate investment in facilities and instrumentation has so far been more muted in Europe. However, during time 1980s the Netherlands, United Kingdom and Federal Republic of Germany have begun to move somewhat closer to the US model by giving greater emphasis to separately budgeted funding. The hope is that this will result in academic research becoming more responsive to changing scientific and societal needs. Finally, our analysis of differences in government funding across countries suggests that overall spending by the United States at best matched that of 'Europe' in 1987. At worst, there was a sizeable funding 'gap'. While life science was supported reasonably well, the indications are that physical sciences received far lower support than elsewhere - by $1-2 billion less per annux relative to the 'European' average. of course, there is no reason why the same disciplinary priorities should be adopted in the United States as in 'Europe'. However, the magnitude of the difference does suggest that US policy-makers should at the very least reconsider whethe: existing priorities are in line with national needs. Such a reassessment might possibly conclude that most of the existing scientific advances over coming decades are likely to occur in new areas of life sciences. This would imply that Europe is placing too much faith in 004 -12- the physical sciences, having failed to recognize that the rapid rate of advance seen in the post-war era is now slowing. However, an alternative conclusion could be that the high political visibility of health research is primarily responsible for the situation in which the agency responsible for supporting this one field (i.e. the National Institutes of Health) has a budget several times greater than that of the National Science Foundation (whose task it is to support all areas of natural science, engineering and social sciences). If so, a systematic appraisal of the country's social and economic needs might well indicate that the balance of efforts between physical and life sciences should be adjusted. Acknowledgements The authors gratefully acknowledge financial support from NSF (under Grant No. SRS 8709101), the British Advisory Board for the Research Councils and the UK Sconomic and social Research Council. The conclusions drawn, however, are those of the authors alone and no endorsement of the findings by any of the sponsors is implied. References 1. B.R. Martin and J. Irvine, Research Foresight: Priority-Setting in Science, Finter Publishers, London (1989). 2. J. Irvine, B.R. Martin and P.A. Isard, Investing in the Future: An International Comparison of Government funding of Academic and Related Research, Edward Elgar, Cheltenham (1990). 3. E. Mansfield, A. Romeo and L. Switzer, Research Policy, 12, 105 (1983). -12- Figure 1. Coverage of academic and related research in the six countries surveyedᵃ Acknowledgements General university Academic separately Academically related funds (GUF) budgeted research (ASBR)ᵇ research (ARK) The authors gratefully acknowledge financial support from NSF (under Grant No. SRS 8709101), the British Advisory Board tot the Research Councils and USA institutional research - federally financed academic research - academic research facilities provided by funds in public doctorate- (current and capital) federally funded R&D centers (FFRDCs) the UK Economic and Social Research Council The conclusions drawn, granting universitles state and local government financed academically related research in however, are those of the authors alone and no endorsement of the findings - faculty salary contribution academic research (current and university administered FFRDCs by public universities to capital) government-funded projects - federal fellowship programmes NIH intramural programs by any of the sponsors is implied. JAPAN general finance for national - Monbusho research grants to - Monbusho intramural institutes and public university faculties national public and private - basic research in national agricultural including 'koza' funding) universities and medical institutes References - institutional research finance - support for national and public - academically related research funded by from government for private university institutes STA (e.g. at RIKEN) universities - finance for joint-use' and Inter- - international subscriptions University Research Institutes 1. B.R. Martin and J. Irvine, Research Foresight: Priority-Setting in - JSPS programs. fellowships and Science, Pinter Publishers, London (1989). studentships - contract research from central and prefectural government agencies 2. J. Irvine, B.B. Martin and P.A. Isard, Investing in the Future: An International Comparison of Government Funding of Academic and Related UK - UGC-funded universities - academic grants from the five intramural research council Research, Edward Elgar, Cheltenham (1990). - polytechnics and Scottish research councils (e.g. SERC) work financed by the 'Science central institutions - government contract research Vote' - the Open University - Royal Society and British Academy - international subscriptions 3. E. Mansfield, A. Romeo and L. Switzer, Research Policy, 12, 105 grants and fellowships (1983) FRG - universities - academic grants from DFG and BMFT - Max Planck institutes (apart - integrated universities - federal government contract research from the fusion field) - theological, arts and - separately budgeted finance from National Research Center teacher-training colleges state ministries support for academic central facilities - federal fellowship and doctoral and/or fundamental science studentship programs - academically related 'blue list' institutes and similar establishments - . basic research in federal agricultural laboratories - various national academy programs - international subscriptions FRANCE universities separately budgeted Ministry of - intramural CNRS and INSERM research National Education funding - grandes écoles basic research in INSERM. BRGM. IFREMER various specialized doctorate- - CNRS support for associated and INRA establishments granting institutions laboratories/teams at universities - various academically related institutes grants from INSERM, INRA. IFREMER (e.g. IRF and the Pasteur Institute) and BRGM international subscriptions - other government grants and contracts (e.g. from MRT) NETHERLANDS general funds for universities - grants from research councils (NWO/ - intramural/academically related research (including agricultural and ZWO and STW) financed by NWO/ZWO. STW and KNAW technical) - independent academic research Ministry of Education and Science - conditional financing for institutes Institutes universities Institute/Foundation for Educational Institute of Applied Physics (TNO) Research - basic agricultural and health research - government contract research in MAF and TNO institutes other academically related research in government institutes international subscriptions OTES: (a) Coverage relates only to the principal expenditure elements for each country and therefore excludes some minor categories of spending. (b) The generic term academic grants' in some cases covers not just project and program funding but also support for fellowships and doctoral studentships. FIG 2. TRENDS IN EXPENDITURE PER CAPITA (In 1987 $ calculated using PPPs) 1987 $ 80 0 60 40 20 0 1975 1980 1982 1984 1986 1987 UK FRG France Neths US Japen 'Europe' FIG 3 TRENDS IN EXPENDITURE AS % OF GDP % of GDP 0.7 0.6 0 8 0.6 * 0.4 0.3 0.2 0.1 0 1976 1980 1982 1984 1986 1987 UK FRG France Neths US Japan 'Europe' FIGURE 4 RELATIVE EXPENDITURE PRIORITIES FOR THE US (Breakdown by field, 1975-87) REP 1.6 1.4 1.2 1 0.8 0.6 0.4 0.2 0 Eng Phys 8C Env sc Maths/comp Life SC Soc SC Pro/voc Arts/hum 1975 1980 1984 1987 FIGURE 5 RELATIVE EUROPEAN FUNDING INDEX Breakdown by Field in 1987 REFI 2 1.5 1 0.6 0 Eng Phys SC Env scMaths/compLIfe SC Soc SC Pro/voc Arts/hum UK FRG France Neths US Japan FIGURE 6. US EXPENDITURE COMPARED WITH 'EUROPE' (per capita based divergence) 1987 M$ (Thousands) 3 2 1 0 - 1 -2 Eng Phys SC Env scMaths/compLife SC Soc SC Pro/voc Arts/hum 1975 1980 1984 1987 FIGURE 7. US EXPENDITURE COMPARED WITH 'EUROPE' (Divergence on GDP basis) 1987 M$ 500 0 -500 -1000 -1500 -2000 -2500 -3000 -3500 Eng Phys SC Env scMaths/compL Ife SC Soc 3C Pro/voc Arts/hum 1975 1980 1984 1987 Table 1. Government funding of academic and related research (1987 Smillions) s change 1975 1980 1982 1984 1985 1987 1980-87 UK 1,333 1,355 1,407 1,400 1,461 1,487 10% FRG 2,037 2,040 1,928 1,992 2,047 2.125 4$ General France 533 745 931 996 966 966 28% university Netherlands 624 55 706 620 613 591 -14% funds 'Europe' subtotal 4,527 4,824 4,972 5,008 5,088 5,158 7% (GLF) US 1,775 2,056 2,184 2,509 2,872 3,097 51% Japan 1,606 2,180 2,322 2,306 2,329 2,512 15% UK 339 435 448 513 540 585 35% FRG 577 589 575 591 699 730 24% Academic France 626 713 842 935 982 994 39% separately Netherlands 102 144 141 152 177 191 33% budgeted 'Europe' subtotal 1,645 1,881 2,012 2,190 2,388 2,500 33% research (ASBR) US 6,928 7,468 7,385 7,807 9,244 9,893 328 Japan 483 771 792 828 824 808 15% UK 744 533 638 588 708 725 158 FRG 859 934 954 1,077 1,185 1,182 27% Academi- France 770 907 1.131 1,272 1,271 1,262 39% cally Metherlands 158 190 162 166 170 175 -7% related 'Europe' subtotal 2,531 2,553 2,885 3,203 3,329 3,345 26% research (ARR) us 1,057 1,325 1,337 1,795 1,875 1,915 38% Japan 187 284 25B 284 317 335 18% LK 2,417 2,422 2,493 2,801 2,704 2,797 15% F16 3,473 3,563 3,455 3,651 3,921 4,037 136 France 1,929 2,355 2,911 3,203 3,219 3,212 36% Total Netherlands 884 1,018 1,008 937 MD 958 & 'Europe' subtotal 8,703 9,365 9,869 10,402 10,806 11,004 175 us 9,790 10,910 10,905 12,112 13,991 14,905 37% Japan 2,276 3,235 3,373 3,418 3,470 3,735 15% * Spending in national currencies was converted to us dollars using OECD purchasing power parities' for 1987 calculated in early 1989. Superceded Cy Figures 2 and 3 Table 2. Total government funding adjusted for country size $ change 1975 1980 1982 1984 1985 1987 1980-87 UK 43.0 43.0 44.3 46.0 47.6 49.1 145 FRG 56.2 57.9 55.1 59.8 64.2 66.0 148 Replaced France 36.6 43.9 53.4 58.3 $8.1 57.7 32% PPP Nether lands 64.7 72.0 70.4 65.0 65.9 $3 -9% by # 'Europe' 1 basis 50.1 54.2 56.1 57.3 59.0 59.5 10% Figure 2 Expenditure us 45.3 47.9 46.9 51.1 57.9 61.1 28% per Japan 20.4 27.7 28.5 28.5 28.6 30.6 10% capita (1987 UK 40.9 40.9 42.1 43.8 45.3 46.7 $ dollars) FRG 77.1 79.4 76.9 82.1 88.1 90.5 14% France 45.2 54.3 66.1 f2rt 71.8 71,4 N DER Metherlands 76.5 85.1 83.3 76.8 77.9 77.2 -98 Dropped basis + 'Europe' 64.9 67.1 68.7 70.8 71.5 10% US 45.3 47.9 46.9 51.1 57.9 61.1 28% Japan 30.1 40.9 42.1 42.1 $2.2 45.2 10% UK 0.439 0.005 0.418 0.413 0.402 0.398 & FRG 0.556 0.484 0.472 0.479 0,490 0.495 & Expenditure France 0.355 0.373 0,443 0.477 0.462 0.433 21% as a Natherlands 0.611 0.618 0.625 0.556 0.543 0.532 -14% Replaced percentage 'Europe' a 0.490 0.470 0,489 0.481 0.474 0.470 $ 3 Figure of GOP us 0.315 0.299 0.300 0.300 0.325 0.336 12% 3 Japan 0.233 0.260 0.254 0.238 0.225 0.232 -11% * Converted to US dollars using DECD 'purchasing power parities' (PPPs). + Converted to us dollars using CECD official exchange rates (CERs). Unweighted average for the four European countries. 2 Table % Breakdown of academic and related research by field, 1987 (1987 $M) * uk FRG France Meths 'Europe' us Japan Average + Engineering 436 505 359 112 1,412 1,966 809 15.6% 12.5% 11.8 11.7% 12.8% 13.25 21.6% 14.3% Physical aciences 565 1,015 995 208 2,743 2.325 543 20.2% 25.1% 29.7% 21.7% 24.9% 15.0% 14.5% 21.2% Environmental sciences 188 183 172 27 570 859 135 6.7% 4.5% 5.35 2.8% 5.2% 5.85 3.75 4.8% Maths and computing 209 156 175 34 574 595 $8 7.5% 3.75 5.45 3.5% 5.2% 4.0% 2.35 4.45 Life sciences 854 1,483 1,116 313 3,776 7,265 1,261 30.95 36.7% 34.7% 32.75 34.3% 48.9% 33.75 36.3% Social sciences 187 210 146 99 a 754 145 (and psychology) 6.7% 5.25 4.6% 10.4% 5.86 5.1% 3.9% 6.0% Professional and 161 203 67 82 513 490 369 vocational 5.75 5.0% 2.1% 8.5% 4.7% 3.35 9.9% 5.8% Arts and humanities 194 251 218 83 736 411 BE 6.5% 6.2% 6.85 8.5% 6.7% 2.85 9.5% 6.8% Multidisciplinary 5 32 3 1 12 217 28 0.2% 0.8% 0.18 0.15 0.45 1.5% 0.8% 0.6% Total 2,798 4,037 3,212 968 11,005 14,904 3,735 100% 100% 100% 100% 100% 100% 100% 100% * Converted US dollars using DECD 'purchasing power parities'. + Unweighted average for the six countries. Replaced by Figure 4 Table 4. Trends in relative expenditure priorities for the united States, 1975-87 change 1975 1980 1982 1984 1985 1987 1980-87 Engineering 0.74 0.87 0.91 0.82 0.91 0.92 B3 Physical sciences 0.58 0.69 0.70 0.76 0.75 0.74 75 Environmental sciences 1.21 1.47 1.25 1.24 1.24 1.20 -18% Figures used Maths/conputer acience 0.60 0.78 0.80 0.88 0.91 0.90 16% Life sciences 1.40 1.30 1.32 1.35 1.35 1.35 # in Figure 4 Social act and psychology 1.52 1.20 1.01 0.89 0.55 0.35 -29% Professionel/vocasional 0.50 0.51 0.52 0.57 0.55 0.57 11% Arts and humanities 0.42 0.42 0.43 0.40 0.40 0.41 is * The relative expenditure priority for field A in country X is defined as the percentage share of spending by country X on field A divided by the average share of spending by 812 six countries 6 field A, 3 X Table 5. Changing enphesis on different research support Rechanisms, 1975-87 $ change 1975 1980 1982 1984 1986 1987 1980-87 UK 0.203 0.243 0.241 0.268 0.270 0.282 16% BYS 0.221 0.224 0.230 0.229 0.252 0.256 145 ASBR/GUF France 0.540 0.49 0.477 0,484 0.50% 0.510 45 1ndex Nether Tands 0.141 0.173 0.165 0.197 0.224 0.244 41% ASBR/(ASBRHOUF) 'Europe' 0.257 0.280 0.255 0.304 0.319 0.327 16% US 0.796 0.784 0.772 0.757 0.753 0.762 is Japan 0.231 0.261 0.254 0.264 0,251 0.261 03 UK 0.313 0.407 0.412 0.427 0.43 0.446 10% E 0.402 0.387 0.375 0.354 0.35B 0.382 -18 ASBR/ARR France 0.448 0.440 0.429 0.423 0.436 0.441 as index Metherlands 0.393 0.431 0.455 0.478 0.50D 0.521 215 ASBR/(ASBRHAR) 'Europe' 0.394 0.434 0.411 0,406 0.418 0,428 3% us 0.854 0.844 0.847 0.813 0.831 0.836 -1% Japan 0.721 0.731 0.754 0.744 0.722 0.725 is Replaced by Figure 5 Table 6. Indicators of divergence in rational research expenditures in 1957 derived from Relative European Funding Index (on a per Capita and PRP basis) 'European' UK FRG France Norths us Japan average + Engineering 7.7 8.2 6.5 7.6 8.1 6.6 7.5 physical sciences 9.9 16.6 17.2 14.2 9.5 1 14.5 Environmental sciences 3.3 3.0 3.1 1.8 3.5 1.1 2.8 Expen- Maths and computing 3.7 2.5 3.1 2.3 2.4 0.7 2.9 diture Life sciences 15.2 24.2 20.1 21.4 29.9 10.3 20.2 Dropped (1987 Social sc1 and psychology 3.3 3.4 2.6 6.8 3.1 1.2 4.0 $ per Professionsl/vocational. 13 3.3 1.2 5.5 2.0 3.0 3.2 capita) Arts and hunanities 3.2 4.1 3.9 5.6 1.7 2.9 4.2 Multidisciplinary 0.1 0.5 0.1 0.0 0.9 0.2 0.2 Total 49.1 65.0 57.7 65.3 61.1 30.8 59.5 Engineering 1.02 1.10 0.85 1.02 1.08 0.88 Physical sciences 0.69 1.15 1.19 0.98 0.66 0.31 Environmental sciences 1.18 1.07 1.10 0.65 1.26 0.40 Relative Maths and computing 1.26 0.87 1.08 0.79 0.84 0.25 European Life sciences 0.75 1.20 0.99 1.06 1.48 0.51 Funding Social Et and psychology 0.81 0.85 0.65 Figures used 1.68 0.77 0.29 Index Professional/vocetional 0.87 1.03 0.37 1.73 0.62 0.94 m Figure 5 (EFI) Arts and humanities 0.77 0.97 0.93 1.33 0.40 0.69 Multidisciplinary 0.55 2.89 0.34 0.22 4,52 1.28 Total 0.83 1.11 0.97 1.10 1.03 0.51 Engineering 10 50 b o 140 -110 Diver- Physical sciences -260 130 150 0 -1200 gence Environmental sciences 30 10 20 -10 180 -210 from Maths and conputing 40 -20 10 -10 -110 -270 expected Life sciences -290 250 -10 20 2360 -1210 expen- Social sci and psychology * 9 -80 40 -230 -350 Dropped diture Professional/vocationa) -20 0 -110 8 -300 -30 (1987 Arts and hunanities 8 -10 -20 20 -620 -180 M$) Multidisciplinary 0 20 -10 0 170 10 Total -$90 390 -100 8 360 -3530 * Converted to us dollars using DECD 'purchasing power parities'. + Unwerighted average for the four European countries. Because of rounding to the rearest no million. details my rot SUR to totals. Replaced by Figures 6 and 7 Table 7. Indicators of divergence in US research expenditure for 1975-87 derived from 'Relative European Funding Index' Change 1975 1980 1982 1994 1986 1987 Since 1975 Engineering -20 -$0 -150 -200 10 140 230 Physical sciences -1700 -1500 -1550 -1310 -1220 -1200 300 Environmental sciences 8 220 110 90 170 180 i Calculated Maths and computing -260 -220 -220 -180 -130 -110 110 Figures 2360 used in on 1 per Life sciences 1380 870 730 1310 2000 1490 capita basis Social sci and psychology 220 9 -20 -280 -250 b -190 Figural using pops + Professional/vocational -240 -320 -380 -340 -330 -300 20 Arts and humanities -390 -520 -610 -650 -640 & -100 Multidisciplinary 150 170 170 100 140 170 0 Total divergence" -1030 -1430 -2130 -1470 -260 380 1810 Engineering -700 -640 -700 -910 -TTO -660 & Physical sciences -2930 -2710 -2700 -2720 -2690 -2720 -10 Environmental sciences -180 0 -100 -200 -120 -120 -120 Calculated Maths and conputing -450 -420 & -60 -40 b -10 on a % Life sciences -170 -830 -960 -700 -100 230 1050 Fyure7 of GDP Social sci and psychology -50 -370 -690 -690 & & -300 basis Professional/vocational -40 -550 -600 -650 -680 -80 -90 Arts and hunanities --- -80 -GSD -1100 -1090 -1070 -230 Multidisciplinary 140 150 160 80 120 160 10 Total divergence -540 -6220 -6860 -7340 -6460 -6930 290 * Expected expenditures were calculated using unweighted averages (1.e. not adjusted to take into account the differing sizes of countries). 4 National currencies were converted to us dollars using CEOD 'purchasing power parities'. Because of rounding to the nearest no million, details my not am to totals. ** TOTAL PAGE. 028 ** 30. 90 02:57 PM P27 THE WHITE HOUSE WASHINGTON July 13, 1990 File: Watkins Dear Jim: This is a belated reply to your letter of June 6 concerning your thinking about DOE support of individual investigators. I am entirely in agreement with your feelings here and I would certainly be supportive of an initiative on the part of DOE to bolster its support of such investigators, both in the university and in the private sector. I should tell you that for 30 years prior to coming to Washington I was a loyal customer of DOE and was able to build the A. W. Wright Nuclear Structure Laboratory at Yale from scratch with DOE support beginning back in 1963. Over this extended period I had reason also to be involved with all the other Washington funding agencies while I served as Chairman of Yale's Physics Department responsible for some 5 to 7 million dollars worth a year in Federal grants and contracts. I can tell you that consistently over this period working with DOE was vastly more satisfying from the point view of a university researcher and administrator than was the case with any other Washington agency. The people with whom we dealt in the Office of Energy Research were uniformly of very high caliber and truly understood what the nature of a university was and should be. This was anything but the case in some of the other agencies. I do believe that there is a level of pain in the community deeper than any I have seen in the post-war period. In substantial measure this reflects the fact that both NSF and NIH have in response to perfectly reasonable requests from the community extended both the duration and magnitude of their grants and contracts so that they have established an out-year mortgage which this year has come home in a major way. Beyond that, it is important to emphasize that the usually used parameter--the so-called success rate--is very much open to manipulation. Over the past two years, for example, if we focus only on the investigators who were successful in having an NSF proposal funded, we find that on average these individuals submitted 1.9 proposals to NSF and that their success rate in the usual measure was 150 percent, i.e., 50 percent of the second proposals submitted by successful proposers were also funded. Another manipulation comes in the reviewing and study group area. At NIH, for example, a few years ago something approaching 67 percent of all the proposals submitted were deemed excellent. Now the percentage exceeds 95 and I am quite confident that this does not reflect a startling increase in the quality of the proposals but rather an attempt on the part of people of good will to help the investigator where they believe help is required. I am strongly in favor of increased emphasis within DOE in this area. Just to give a few numbers, in 1969, DOE and NSF jointly supported 90 small accelerator-based projects at American universities with then AEC the dominant supporter. Currently this number has shrunk to 11, with DOE supporting 5 and I am substantially worried that the production line in the academic world for producing bright young scientists in nuclear physics is slowly drying up. For the last many years my own old laboratory at Yale turned out more PhDs in experimental nuclear physics than did any other institution in the world, again with DOE support. While there has been a perfectly natural trend on the part of university faculty members and students to do some of their work at the facilities, primarily at the DOE national laboratories, it is still true that students tend to be attracted by activities that take place on the home campus and once attracted and given some training on that campus, they then can quite profitably, in many cases, go off to take advantage of the superb facilities that we have in the national laboratories. Lacking any home base, however, it is very difficult to attract the best students. While the emphasis in much of the discussion has been on individual investigators, I would want to make a strong case for continued and perhaps emphasized DOE and NSF support of small groups of university researchers who have chosen to pool their resources and activities and function under block grants. This gives the researchers supported under such grants a degree of flexibility that is simply not possible with individual grants, and over a period of years makes it possible to build up a stable of highly skilled technical support personnel as well as a reservoir of equipment and instrumentation that again simply is not possible under the confines of an individual grant or contract. One of the major problems faced by university researchers in the recent past has been the fact that with funding becoming increasingly tight individuals groups protected their most precious resource, namely their people, associates and students, while deferring any purchase of new equipment and instrumentation. That being the case, it is now almost universally true that universities have far less modern and far less extensive instrumentation for research than does the corresponding laboratory in the industrial world. This in itself is making it increasingly difficult to retain students in academia, following their education and training, where they are desperately needed as members of a faculty that is soon to unravel as the large group of individuals first given tenure in the late '50s and early '60s begin retiring as they are now doing. DOE took a major leadership position in this area a few years ago, at least in the nuclear physics field, and managed to provide a specific fund to improve the instrumentation in the laboratories that it supports at universities. This made all the difference in the world in the capability of these laboratories and, quite frankly, in their ability to attract the best students. I saw this very clearly in my own laboratory. I would think that expansion of such a program across the spectrum of activities in DOE aimed at individual investigators and small groups of investigators operating under block grants or contracts would bear handsome dividends. In addition, a substantial expansion of DOE's support for individual and small group investigators in the basic energy sciences, particle physics, and nuclear physics, would assist in what I hope will be a government wide initiative to address the shortage of funds for such support in Fiscal year 1992. This is a period when we as a nation in our own self interest want to attract some of the brightest and best young people into academic careers to train the next generation of young scientists and engineers. The message that they are receiving from their mentors and from their own reading of the tea leaves at the present time, is not an encouraging one. We have been losing many of the people whom under normal circumstances we might have expected to stay in academic positions. Anything that DOE can do in this way will certainly gain my very strong support and it is my impression that Dick Darman and OMB will be very interested in initiatives in this area because they too recognize that this is a serious problem for the nation. I congratulate you on this initiative as on so many others that you have undertaken since you have taken up the leadership of the Department of Energy. With warmest best wishes, let me know whenever I can be of help, Sincerely yours, Duau D. Allan Bromley Assistant to the President for Science and Technology The Honorable James D. Watkins Department of Energy 1000 Independence Avenue, Southwest Washington, D.C. 20585 THE WHITE HOUSE WASHINGTON August 2, 1990 MEMORANDUM FOR C. BOYDEN GRAY FROM: D. ALLAN BROMLEY Ann SUBJECT: OSTP ASSOCIATE DIRECTORSHIP FOR THE LIFE SCIENCES Again, at Chase Untermeyer's suggestion, I am writing to request that an announcement of the President's intent to nominate Donald A. Henderson as the OSTP Associate Director for Life Sciences be made as soon as possible. A number of open issues were left when Jim Wyngaarden resigned July 1 to accept the Foreign Secretaryship of the National Academy of Sciences and I would want to bring Henderson on as a consultant to pick them up as soon as possible prior to confirmation. The announcement would again eliminate confusion and speculation. Your help will be much appreciated. cc: Chase Untermeyer Mr. Campanello said. Panel Says Nation Ha WASHINGTON, Sept. 6 (AP) - If global warming caused by human ac- ing about these other costs," she WILL tivity makes the world significantly The panel recommended diversify- hotter, the United States should still be ing water supplies, Improving Insula- tion in buildings and encouraging con- ing nonal able to no adapt at a reasonable cost, a servation of as many animal species as were like sible as "a natural protection by 2 to 9 at inst surprises and shocks, climatic middle of the nex I otherwise." The adaptation Ince climate change might force Paul E. Waggoner, disting be endangered species to migrate, tist of the Connectlcut Agricu. report said, "conservation efforts periment Station in New Haven, d to give more attention to corrl- no cause for alarm. "The historic. S for movement, to assisting species evidence suggests that American farmers can keep up with the gradual a urmount barriers, and to maintain- specles when their natural environ- climate change of the magnitude the The nts are threatened." panel assumes," the report said., "The in the gree. he adaptation panel is one of four capacity of humans to adapt is evident cooling of the a in the rapid technological, economic ald imittees working together on a Na- crush the upper and political changes of the past. 90 States under ice." Ated al Academy of Sciences study of policy implications of concern years,". the panel sald. "The average "None of the projected of the renewal period for machinery and warming would make large a. as unin- but herewith The article and Retammendations ofthe NAS Alan ut global warming. nother panel, one on "synthesis," equipment and the average age of habitable," the committee wrote. "So lished a report in April, saying the buildings are one to three decades." while we complain about the uncertain- ty of warming by greenhouse gases, we S1 ted States should take modest steps Strain on Developing Countries Imit production of greenhouse gas- The report sald it might be harder should not forget that It would make 111 despite uncertainty about the threat for developing countries. to adapt to any effects from cooling, which was a subject. of some scientific, public and 8:01 lobal warming. global warming. It encouraged "efforts 9:01 oth sides in the debate, those who Congressional concern In the early 8:01 D:31 THE WHITE HOUSE The Prepau, dings and e Immediate action and those who to advance regional mobility of people, 1970's, less likely." 11x such measures are too costly con gring the uncertainty, praised tha 7:0 ort and said It supported their argu its. reenhouse gases, like carbon diox methane and chlorofluorocarbon (Roter) Ideathami The Evan's subpand. aperback-the Reger Perter sequel to Joshua Joshua and the Children con- his million-copy bestselling When Joshua enters an ordi- et with violence, he transforms by working through the chil- bite rival factions plotting to good works, the way Is paved : conclusion that turns into a on of hope. HUA sensitive vayous. Environmental Damage Likely Eu But the Texas Land Commissioner, Wonthou W-+-L Mr. Campanello said. 002 committed perjury at ms unal. Indians, but 10 also brought advances, not De reached tor comment. Panel Says Nation Has Ability to Adapt to Global Warming WASHINGTON, Sept. 6 (AP) 1 If global warming caused by human ac- ing about these other costs," she wrote. tivity makes the world significantly The panel recommended diversify- trap heat around the earth. The acade- hotter, the United States should still be ing water supplies, Improving Insula- my's synthesis report said that grow- capital and goods," better prepara- able to adapt at a reasonable cost, a tion in buildings and encouraging con- Ing amounts of industrial emissions tions for disaster and famine relief and servation of as many animal species as were likely to Increase temperatures expansion of free-market economies, I sible as "a natural protection by 2 to 9 degrees Fahrenbeit by the so that changing prices can serve as 351 inst surprises and shocks, climatic middle of the next century. market signals that would encourage C otherwise." The adaptation panel, headed by people to adapt to global warming. Sue Ince climate change might force Paul E. Waggoner, distinguished scien- The committee concluded that even Sw be endangered species to migrate, tist of the Connectlcut Agricultural Ex- low-lying cities would be able to sur- report said, "conservation efforts periment Station in New Haven, found vive global warming, but sald there d to give more attention to corrl- no cause for alarm. "The historical seemed to be little that humanity could Rt S for movement, to assisting species evidence suggests that American do to help the marine environment urmount barriers, and to maintain- farmers can keep up with the gradual adapt to climate change. specles when their natural environ- climate change of the magnitude the The report also finds a silver lining nts are threatened." panel assumes," the report said., "The in the greenhouse effect, saying that a Septi,1991 he adaptation panel is one of four capacity of humans to adapt is evident cooling of the same magnitude "would imittees working together on a Na- in the rapid technological, economic crush the upper Midwestern United al Academy of Sciences study of and political changes of the past, 90 States under ice." policy implications of concern years,". the panel sald. "The average "None of the projected effects of the but herewith The NVT article and Alan ut global warming. renewal period for machinery and warming would make large areas unin- nother panel, one on "synthesis," equipment and the average age of habitable," the committee wrote. "So lished a report in April, saying the buildings are one to three decades." while we compluin about the uncertain- ty of warming by greenhouse gases, we S1 ted States should take modest steps Strain on Developing Countries Recommendations ofthe NAS Imit production of greenhouse gas- The report sald it might be harder should not forget that it would make 11; despite uncertainty about the threat lobal warming. for developing countries. to adapt to any effects from cooling, which was a subject of some scientific, public and 8:01 global warming. It encouraged "efforts 8:01 oth sides in the debate, those who Congressional concern In the early 8:01 THE WHITE HOUSE The Prepau, tendings and e Immediate action and those who to advance regional mobility of people, 1970's, less likely." 0:31 11x such measures are too costly con gring the uncertainty, praised tha 7:0 ort its. and said It supported their argu reenhouse gases, like carbon diox methane and chlorofluorocarbon Ideatham The Evan's subpand. BaNjigards aperback-the Reger Perter sequel to Joshua Joshua and the Children con- his million-copy bestselling When Joshua enters an ordi- et with violence, he transforms by working through the chil- bite rival factions plotting to good works, the way Is paved ; conclusion that turns into a on of hope. HUA sensitive vayous. Environmental Damage Likely Eu But the Texas Land Commissioner, W-+-L