Friday, November 22, 2013

Academic life - the formative years

Every year thousands of new Ph.D’s are minted in the universities all over the world. Fraction of them embark on a search of academic career and aim to become scholars and scientists. This journey can be simple or very complicated. It can span continents or represent a  mere crossing of the street.  It can transverse many disciplines or be an exploration of just a single idea.   But in most cases it has two recognizable components. On the outward leg it is a show of strength, ascension to the battlefield of ideas and a desire to stand above others.  When homeward bound it is a search of focus and clarity, with an eye on a more distant goal of starting one’s own research family with students and postdocs, and scattering them through the academic world to sow the advisor's ideas.

As my daughter crosses the apex in  her academic journey in the vicinity of the ancient city of Troy it dawned on me that these simple observations were already made more that twenty-five hundred years ago. Two works that describe almost perfectly the plights of modern day academics are Iliad and Odyssey (with a small contribution from Vergil’s Aeneid). Here we discuss the Iliad,  the poem concerning postdoctoral component in a life of a scholar.

What can I say, Troy is a magnet for a postdoc with its scorching sun and miserable food coupled with a constant din of ideas and somewhat distant presence of the  greatest minds that one hopes to meet in a lifetime.

Many centuries later Christopher Marlowe condensed the reason for going to Troy to just three lines:

Was this the face that launch'd a thousand ships,
And burnt the topless towers of Ilium?
Sweet Helen, make me immortal with a kiss.

Indeed, for a recent Ph.D. great ideas, mayhem and immortality are as alluring today as they were in antiquity. But what we treasure in Iliad is the collection of characters that offer guidance, warning and advice as we enter the fray. Here they come:

Agamemnon - a bloody bastard. The longer you bounce around the more likely this will be your next chair. Ruthless to friends and enemies alike and getting more greedy as his powers diminish. He sacrificed his own daughter Iphigenia to appease the gods, he stole lovely Briseis from Achilles and he will steal the key idea from your paper too. Yet, it is his lab which will launch your career and it is his skills that build the team around you. Competent scientist, authoritarian committee member, good leader and a lousy follower. Not really a role model but someone to be watchful of. A mixture of good and bad that you do not want to emulate unless you view being drowned in a bathtub by your own wife as a fitting ending of your academic career. Enough said, you have been warned.

Achilles - a genius and a total asshole, Jack Reacher if you follow the genre. If you were him you would not be reading it. So suck it up and put up with his antics, it is the case of a repulsive beauty. His papers are few, long, and profound even if you understand only half of what he has written. He can be friendly or dismissive, arrogant or helpful and often you will think that you understand him better than he does himself. Most likely it is your mistake. A man of principles and a stubborn one too. He stood up to Agamemnon and nearly lost the war for Greeks. He will screw up your project if he finds himself disagreeing with some  irrelevant aspect of your work.
Yet, Achilles is a beacon because he supersizes every human attribute. Or is he really human? Oh yes, he is. And you know what? He does have a weakness. It is probably something minor like excessive earwax or flat-footedness, but eventually a weaker adversary, and he has many, will exploit it.

Nestor - a man that was already old when he was born. A man who loves to give advice and some of it makes sense. A sensible, forward looking fellow. A careful men. If he is your advisor you have chosen well, but prepare to be bored.

Odysseus - a role model finally. A brilliant and versatile man and a survivor too. Watch this guy because there is a lot to learn. He claimed to be crazy to avoid going to the war, a trick repeated by intellectuals million-fold, and when he did fight he did it with his head not just brawn. His Troyan Horse idea is one of the few military highlights preceding Sun Tzu, Patton and Rommel.

Paris - intelligent, good looking and very lucky. The kind of guy that that makes your life miserable in high school but later on there is not much substance in him. Homer does not like him much and you don’t either. Yet he got his Ph.D before you did and his wife is a home coming queen that he finessed out of hands of Agamenon’s brother Menelaus. So yes, if not for him you would not loiter around Troy trying to build your resume. And did I mention Achilles? Yes, it was earwax after all, and Paris was the first to exploit it. With Apollo’s assistance obviously.

Hector - top Troy  scientist and an intellectual match for Achilles. Not as cool though: his Nikes do not measure up to Achilles' Cydwoqs, and his JC Penny outfits to Achilles' Neiman Marcus. They hate each other too. Bummer.

Priam -  he is the ultimate dirty old men, surrounded by women with whom he produces enormous  number of off-spring. Two millennia before invention of Viagra! Hugh Hefner of the antiquity.
Graduate student of any gender should be on high alert when around him. Not a strong scientist but an excellent negotiator. You will learn a few tricks if you serve with him on a committee.

Last but not least comes Helen, Paris' trophy wife snatched from the embraces of scruffy Menelaus. Her spectacular beauty and preference for a more able sexual partner overshadowed her crucial contribution to the mankind. She invented the wheel! Men will never acknowledge this fact, even under the threat of death and ever since her venture to the  toolshed, members of her sex are forbiden to play with machinery. This alone slows down advances of civilization by centuries.

Few years after graduate school you know many of these characters intimately. It is time to see them in action. Sorry Mr Homer, your poem will loose its hexameter  but it will get refreshed content. Also, twenty-four chapters is beyond the attention span of a modern reader, eight paragraphs will do just fine.

Iliad retold

For a long time the climate community was grappling with its key question:  Is global warming for real, and if so is it human caused?
So when Paris stole from Agamemnon the Icelandic ice core samples that could have shed some light on this question a bitter war ensued. As our story begins, the war has raged for a decade and the city of Troy was chosen as a site of annual gathering of climate researchers. Graduate students, postdocs and scientists without external funding were swarming around in search of cheap lodging for days. Keynote speakers jet in on the evening before the meeting.

A few days before the conference Agamemnon scores an early triumph. Skillful negotiation with the university president allows him to recover all the overhead of his key climate grant. Given the rate his school charges, it nearly doubles his funding. Third month of summer support and a postdoc are on his mind and he decides to keep Achilles, who is the co-PI on the grant, out of the loop. Big mistake, Zeus intervenes and a string of e-mails alerts Achilles to the duplicity of his colleague. He puts his lab in a lockdown and changes fonts in his presentations to dingbats rendering the Powerpoint-handicapped Agamemnon helpless. It takes half of the Olympus deities to sort it out but hours before the opening of the conference, Achilles is still not yielding.

First day of the meeting. The morning talk by Paris discusses - yes, you guessed it - Icelandic ice core samples. Menelaus is in the audience and he is furious. He wasn’t slaving away eating salmon day after day to have his work stolen by a flamboyant postdoc.
As Paris discusses CO_2 measurements in the air bubbles embedded in ancient ice, gracefully illuminating the data with his red laser pointer, Menelaus removes the safety lock and fires his pointer. Green beam cuts across the room  scattering on the dust particles suspended in the air. It is at least 20 times stronger than Paris’ laser pointer and it can blind one for hours. Audience sees the duel coming and holds their breath. “Was there a possibility of contamination during transport?” Menelaus asks with venom alluding to a murky way in which the samples ended up in Paris’ hands. The red dot is dancing on the screen in increasingly unsteady hands while the green one turns lazy, menacing circles around it. The end is near as these questions have no easy answers and Paris academic future hangs up in the air. Suddenly, a bright blue beam of retina burning strength blasts the screen. It is Priam, Paris postdoc mentor, who’s hand steadied by Aphrodite fires his primary academic weapon, a thousand dollar blue laser pointer, a Nobel-prize winner trophy. Menelaus stands down his laser and Paris retreats to enjoy a privilege of the youth, midday sex with Helen. Priam wants to follow the lead but no such luck for him.

The afternoon poster session is a raging battle. Postdocs and grad students are relentless in ridiculing each others' work and slandering their opponents' advisors. Nestor tries to offer advice and cool the tempers but he fails. Many scientific skirmishes erupt, some hastily arranged by deities. Hera lures Zeus to her bedroom allowing Poseidon to arrange the flooding of Sardinia with torrential rains. Confused climatologists do not know how to deal with such weather event and start pummeling each other with whatever is at hand. Zeus finds out the conspiracy, blasts a thunder in Poseidon’s ass and levels the Philippines with a category 5 typhoon Hayian. There is no way that solid science can result from such screwed up environment, and conference participants spend the rest of the day on a trip to the local winery.

Achilles still broods over the grant overhead that Agamemnon tried to steal from him and refuses to defend their shared scientific agenda. Only when Hector finds a glaring gap in a paper of Achilles' favorite graduate student Patroclus and after Agamemnon apologizes for the n-th time for his erroneous ways, Achilles agrees to participate. The panel discussion involving Hector and Achilles is scheduled for the following day.

The panel starts at noon. Achilles and Hector are top scientists and there is a potential for a fruitful exchange. Alas, it is not going to be. Achilles mind is set on obliterating Hector's academic credentials and destroying his legacy. His own mother prophesies that it will hasten Achilles own demise and his horse concurs. No deal, Achilles is as stubborn as ever, and deities are helping.  A brief e-mail tells Achilles that Hector suffers from enlarged prostate and needs to visit restroom frequently. A flip of a coin, fortuitously arranged by Apollo,  puts Achilles in charge of the panel and Hector's fate is sealed. He squirms on his seat as Achilles goes through the tens of data filled slides explaining minutiae of climate modeling issues. Finally Hector breaks down and asks for a bathroom break. Achilles politely agrees and Hector retreats. When the door closes behind him, Hectors laptop starts acting funny and displays e-mails held at Climatic Research Unit at the University of East Anglia. When Hector returns the proofs of climate conspiracy known as Climategate are all over the screen. Hector turns pale and shuts down his laptop but Achilles does not relent. He drags the  academic carcass of the fallen Hector around and humiliates him endlessly.

Priam, Hector’s academic father pleads with Achilles to end this nonsense, and finally Achilles comes to his senses. Hector is stripped of his National Academy membership and academic burial - a quickly arranged retirement - is procured. There is a farewell luncheon on the penultimate day of the meeting.

Thus ends the Iliad but not the conference. On the last day of the meeting Odysseus unleashes the Troyan Horse. He brings students who spent several summers in Troy supported by the Research Experience for Undergraduates program funded by  the National Science Foundation. But these are not undergrads anymore! These are hardened and able-bodied graduate students supported by NSF scholarships at the top US institutions. Armed with thumb drives they wreak havoc with global warming deniers agenda. In a short day, a malicious program set by the former US president who wanted to leave a permanent imprint on the climate science is in ruins. It is a joyous day for the climatologists all over the world and a great lesson for postdocs and students.

Thursday, November 21, 2013

The second burning of the Library of Alexandria


The Library of Alexandria was a fine facility best known for its fiery disappearance.  It lasted for three hundred  years and the reasons for its demise are many. Budget cuts , periodic fires,  or tea-party hotheads  are oft mentioned possibilities.

Whatever happened is history, but history likes to repeat itself.

Blog: Kelvin 506

Our team arrived shortly after midnight. The house was cased well in advance, a big villa at the edge of Vondelpark. Google maps gave the aerial picture and street-view  completed the recon. Real estate records provided the layout of the inside. Preparations lasted two weeks, quite long but most of the team members faced final exams. The weather in Amsterdam was nice and favored approaching the target by city bikes: elegant, unorthodox and providing an opportunity to evade multiple surveillance cameras. Cheap night vision monoculars and a bump key  completed the setup.

We  spent hours debating the pros and cons of the project. On one hand, it involved burglary and extortion, acts that are clearly illegal, even for a noble cause. On the other hand, the access to the entire scientific legacy of Mankind was at stake and our action was supposed to shine bright light on some abominable developments.  In our wildest dreams, we were hoping to provide a spark that will revolutionize the entire scientific community; our nightmares involved seeing the world from behind bars. Watching Orange is the New Black through a hijacked Netflix account usually calmed us down a lot.

When we arrived, the house was dark and it was very quiet. We approached from the back, and braced for our first use of the bump key. The instructional youtube videos were quite clear but field ops always have some surprises. So it was a great relief when it turned out that the door was not locked.

The inside was almost completely dark, and we paused to figure out how we could find anything in this maze. The infrared monocular that we tested in the bathroom with the lights off turned out to be less useful in this environment. But Lady Luck was with us again. We heard some rumblings and the target stumbled onto us with a mixture of suspicion and curiosity.

Snatch!

Thirty seconds later we were on the street and the ransom note was left by the entrance.

De Telegraaf May 5, 2014 (local crime section)

Last night there was an incident at the house of one of our top publishing executives. The details are sketchy  at this hour. Family members interviewed by our reporter confirmed that nothing was missing except for the dog (who may have wandered into Vondelpark).  Another family member mentioned a ransom note concerning a mathematical journal, but Amsterdam Politie offered no comments and we were unable to follow this lead.

Politiebureau

As De Telegraaf tries to meet its daily deadline, Detective Harm van Roojinen briefs his team members  Anja Bentjees and Theo Hegger. They sit in a circle in a drab office and Harm reads from his field notes. As always he is prone to lofty statements. "Listen up! Late last night the house of an executive from the largest scientific publisher in our country was burglarized by three unknown assailants," he says with morose expression. Anja and Theo do not seem particularly excited.
"The only missing item is a three-year old chihuahua name Molly"  he continues. Anja, who is actually a cat-lover perks up. Then comes the boom: "The ransom left at the site promises to return Molly unharmed if all past, present and future issues of the Journal of Functional Analysis will be made freely available to the public." Harm has their full attention now. "Any more info? Fingerprints?" asks Theo incredulously. Harm flips through his notes and mumbles "The MacBike system has a record of users named Banach, Euler and Hypatia renting three bicycles and paying with bitcoins." "You can  rent a bike with bitcoins?” wonders  Anja.  Harm cuts in "What is the Journal of Functional Analysis? And why do they have these funny aliases?” They gather around Harm's laptop and after a brief search Theo, who is the goofiest of them, yells "Mamma mia! You can have "Free convolution operators and free Hall theorem” for  $41.95!"   "If $41.95 means free then these are slick operators,” Anja deadpans. They are all laughing but then Harm brings up Google hits on Euler, Banach and Hypatia, "these names are not funny, I get over 5 million hits on google for these guys."  "We will never sort it out," he adds in a resigned voice. Clearly there is a lot of work ahead and Harm summarizes "I do not know what is this journal of something but it is worth  money to some people. Let's do  research and check with friends across the pond in the National Security Agency.”
“OK, let's meet here tomorrow at 9," Anja proposes.

Next morning it is raining and the pressure is low. They are all sipping coffee and perusing an NSA brief that came during the night.
It includes full dossiers of all 17 people who downloaded from Journal of Functional Analysis in the past decade and paid the fee. The group consists mostly of professional mathematicians and a handful of graduate students. Most of them are vegetarians and  all are animal lovers. Pictures, addresses, Facebook postings, and voluminous phone and e-mail records indicate sympathetic individuals living in an open society with no obvious need of evasion. Experts at NSA advise that they are unaware of cases of scientific extremism  and that this could be a clever ruse  to disguise a malicious political agenda.

Harm, Anja and Theo  all sit a bit confused. "It is still unclear what it all means, and why the Journal of Functional Analysis is worthy of disturbing peaceful burgers of Amsterdam in the middle of the night," concludes Theo.

Blog: Kelvin 506

I must say that Molly is delightful! Hypatia cannot stop playing with her and constantly cooks her delicious morsels. Banach is also not immune, although he  tries to hide it. For a while he had his eyes on Hypatia and now the presence of Molly enabled him to show his  emotional side. But  he might be simply jealous of Molly, who knows?

Whereas a week ago we were talking about Open Access, the freedom of scientific publications, and the criminality of the publishing barons who surrepticiously acquired rights to most of the scientific output, now we are discussing Molly’s moods, appetite, and attitude.  Suddenly I started having doubts about the project. Not only we are not on safe ground and have not accomplished our goals but I fear that Banach and Hypatia will not want to give Molly back. Once a while I say something like “It looks like Molly misses her home”, but then Hypatia gives her a truffle or piece of sirloin and Molly perks up and seems content.

De  Telegraaf May 7, 2014 (newsflash on page 3)

Our newspaper was flooded by requests for information about last night's break-in to the publishing house representative. The perps are still at large and Molly has not been recovered.  Our reporting staff is working hard collecting background information on the incident and trying to understand the linkage between an obscure math journal and antisocial behavior.  Here is what we know:

Throughout most of the XX century academic publishers requested that authors sign so-called copyright agreements. This agreement preserved the intellectual rights of the author but ceded the rights to distribute, copy, republish, etc to the publisher, and also gave them most of the financial proceeds if there were any. The system worked well, because all published work existed in a paper form that needed assembling, storage and distribution.
It all changed by the end of the XX century, when in the space of a decade publishing became digital. Suddenly, authors gained the ability to market and distribute their work without the assistance of a publisher. With the loss of the physical medium, the forgotten copyright agreement became the bloodline of the publishing industry, as copyright become the only marketable component of a digital product.  Through acquisition, often at fire-sale prices, several publishing houses gained control of most scientific publications, and they are currently attempting to turn it into a billion dollar industry.

Politiebureau

It is midday at the police station and Harm, Anja and Theo are running out of ideas. But then Harm's laptop says in a wooden voice "Je hebt mail" and Harm yells loudly "Hey guys, a new NSA brief has just landed. Check it out!”  They print three copies and start quietly reading what friendly NSA spooks have dug up on the topic of scientific publishing. The document is nearly 20 years old and it appears to be a transcript of a recording from a meeting that took place in their hometown! One glance at the address reveals a noble company that has been a pride of their country.

Publishers Summit 1994 (confidential)

Location:  SCIF at  Radarweg 29, Amsterdam

The meeting had four participants hiding under aliases: Hendrik, Friedrich, Evan and John.

Hendrik: Colleagues, welcome! Glad you could make it!  (audible sounds of kissing and hugging) Please report on the progress of our plan.

John: Let me report on the legacy acquisitions. We created an online entity called JSTOR in which we all have an equal stake. It will come online in a year and once fully operational it  will own all scientific records that are more than  five years old. We will charge for access on a yearly basis:  from $200 (individual) to $50,000 (university). We instructed fellow librarians to burn paper copies of books and journals to channel the demand. We anticipate that in 20 years we may have to make some of the less desirable publications available for free (audible gagging sounds), but it is not certain.

Hendrik: Excellent, excellent. Any signs of suspicion from the scientific community?

John: None at all, they are like lemmings. It was enough to tell them that they do not have to walk to the library anymore!

Evan:  We are still experimenting with the government option and the signs are promising. It may take  some time but we may succeed in the government footing the entire bill!  We are setting up the system of page charges paid from the government grants. In time the fee for one journal page will pay for storage space that can hold  an entire library! Not even a Colombian drug cartel has such profit margins, and this is all legal! (high fives are heard around the room)

Hendrik: Is it working?

Evan: Excellently. Due to our lobbying efforts, governments will not interfere with the page-charge structure, but rather, will tell these drones to publish less if there is a sequestration.

Friedrich: Together with John we are working  on  smoke-screen actions that will allow us to hide profits and launder the money, At the moment the most promising are the review services. We will have scientists write mini-reviews of the journal articles, for free of course, and bundle them in an online bibliographical database for which we will charge a hefty fee (clapping is heard).  It boosts their morale  to read something once a while and for tax purposes we can claim losses on the whole business.

John: We are buying scientific journals at a rate of five to ten per month. For the most part the editorial boards are very happy that they no longer have to deal with print shops, distribution and subscriptions. All they care about is that they remain editors and the name of the journal does not change. In most cases they would pay us to take over (roaring laughter).

Hendrik: I see that all is well. (pause) Colleagues, let me reiterate - this is a twenty year plan and there are hardships on the way. We have to acquire literally thousands of scientific journals and keep publishing them. This is a burden, but it is no different than our Russian colleagues who bought all of the oil reserves in their entire  country  - the product has to keep coming, and profits are just around the corner. In our case,  the digital era is  coming shortly and I can assure you that in twenty years all that we will have to do is to protect our investment. Typesetting, editing, publishing will be entirely done by  scientists themselves and  their colleagues will be paying  us  (he screams like a Hitlerite)   for access to it! (sounds of bewilderment are heard).

Evan: Will it all work?

Hendrik: Yes it will (he says firmly). You see, scientists are very keen on their intellectual abilities and view them as something precious, special and rare. Ever since Giordano Bruno was burned at the stake they stuck their noses in their books and toe the line. Just losing one of their kind in a fairly unpleasant manner was enough. Since then they gave us dynamite, nuclear weapons, nerve gas and enhanced interrogation techniques! They will love to have a better library!

(the brief ends)

They sit in silence for a while until Anja interrupts "Unbelievable! Is it authentic? It reminds me of stories about Congo and Leopold II, King of Belgians."
"Let's not go there,” says Theo  scratching his head,  “these intellectual robber barons  tried to bury what has been publicly accessible for decades, and profit from throttling the access. Amazing!” Suddenly Anja jumps up “Wait a moment” she cries. “This document is twenty years old. Is it possible that this diabolical plan has already succeeded?”   They both look at Harm who seem to be weighting the options. "Perhaps  scientists are not as bright as we think they are,” he says finally.


De  Telegraaf May 9, 2014 (cover page)

Molly is back!
This morning an email message of unknown origin directed us  to a back alley in Vondelpark where a properly ventilated pink cardboard box revealed Molly anxiously awaiting to go back home. Soon afterwards the entire case of what we suspected to be the first case of scientific terrorism disintegrated in a mysterious fashion.  First of all, the burglary did not happen, as the door was never locked. Moreover, it appears that Molly might have wandered to the park alone and was picked up by good Samaritans who just fell in love with her. The ransom note cannot be located and is a hoax as well. The renowned publisher assures us that the Journal of Functional Analysis was always available for free to the mathematics-loving public. Price of $41.95 per download was just a publicity stunt aimed as raising the prestige and popularity of the journal and nobody was ever charged for the download.

Blog: Kelvin 506

It looks like we won! Today’s email from the publisher promises immunity in return for Molly. Surprisingly they claim that the Journal of Functional Analysis was always freely available for download. This is clearly not true but who is there to contradict them? What  idiot would pay and admit it?
Well, suddenly Banach got very red on the face and Hypatia quickly changed the subject. Perhaps this is a bit more subtle. Since they moved to the spare bedroom, a change clearly catalyzed by Molly, they became very protective of one another.

We had a meeting today while Molly was jumping around and barking excitedly. We concluded that we got what we wanted and we are not in jail. This is a big deal. On the other hand nobody knows what we have done and the scientific community is blissfully unaware of our existence. It seems that our emails are still untraceable. We use an old Atari 800 XL, a computer that predates the internet, so it appears online as a ghost. Hypatia wrote some simple e-mail software that accesses the internet through the serial port and we are safe for now.

So this  looks more like the end than the beginning.  On the other hand, the Journal of Functional Analysis is an Open Access journal now and Hypatia is Banach's girlfriend, and this is great. We will drop Molly in Vondelpark, and I have an algebraic geometry exam later today. In this instance I wish I really was Euler.

Politiebureau

Harm, Anja and Theo sit in the office in silence.  The table is covered with printouts of news clippings about Aaron Schwartz, LulzSec, and Anonymouse. On the top  there is a picture of three laughing students walking through a park carrying a pink box. “So, what should we do?” asks Anja. After a long pause Harm says “What is the harm?”
They all laugh at the pun, and Theo takes a lighter and burns the photograph.
“Do you know that articles in the Journal of Combinatorial Theory still cost $35.95 a pop?” Anja says mischievously.  Theo gets up and stretches, “OK guys," he says  "our work is cut out for us.”