POLICIES OF PROMOTING INVENTIVENESS
AND TECHNOLOGICAL INNOVATION
by Dr. Farag Moussa
President of IFIA
Opening speech at the
International Seminar On Innovation
"From Concept to Market"
(Porto Alegre, Brazil, December 1 - 2, 1997)
Organized by:
Ministry of Industry, Trade and Tourism (MICT)
Secretariat for Industrial Technology - STI
Sao Paula State Federation and Center of Industries (FIESP/CIESP)
Department of Technology - DETEC
Brazilian Support Service to Small Business (SEBRAE)
Management for Technical Development
It is an honor for IFIA, which
represents inventors world-wide, to have been asked by the organizers of this seminar to
deliver the opening speech of our two-day meeting. It is also a challenge to have been
asked to speak on Policies of Promoting inventiveness and Technological Innovation and to
limit my talk to 20 minutes.
From the outset, I must say that
there is no fixed formula for such policies. Each country must do its home work, and
analyze its own unique situation, particularly through a series of specific surveys - as
correctly suggested by the authors of "Inventiva Project", the organizers of
this seminar, and through the various other contributions to this meeting.
You will therefore agree that it
is very difficult for me who is visiting your country for the first time to recommend any
specific initiative for Brazil. All I can honestly do is to share with you some thoughts
based on my 25 years experience with the world of inventors and inventions at the
international level, and in particularly from the perspective of developing countries.
I. Some basic conditions
for any successful invention policy
The importance of inventors, of
the inventor, should be officially acknowledged. Let me quote here a joint declaration
signed over 10 years ago, in 1986, by the then President of IFIA and the Director General
of WIPO, the World Intellectual Property Organization:
"We strongly emphasize
the world-wide importance of the creative work of the inventor, and we request
governmental authorities to give serious consideration to the question of increasing their
support to inventor activities. Funds spent in such a way should be considered as an
investment for the benefit of society."
Between inventors and
governmental patent offices there should be a sort of "happy marriage of
necessity". Inventors need patent offices to be able to have their inventions
protected. On the other hand, patent offices would not exist without inventors.
Personally, my opinion is that a patent office exists first and foremost for its
"clients", in other words for the inventors and the industry mainly, be they
nationals or foreigners. However, particular attention should be given by the patent
office to local inventors and small and medium-size enterprises (SMEs), as well as to
local research institutes.
But this relation between the
government patent office and the inventor should be one of give and take. Inventors should
not lament or spend their time criticizing their authorities - this will lead to
unnecessary friction, and might even be counter-productive.
Last but not least. Never forget
that an invention policy has to be a long-term policy if it is to be successful. It is not
by chance that such countries as the USA, Japan, Germany or Finland, for example, have
been so successful in the field. There is no miracle : a climate for inventiveness was
systematically created in these countries. Otherwise ideas may dry up.
II. It is
essential to challenge certain psychological barriers
Inventors in all countries face
a psychological difficulty related to their image in the society. They live in a paradox.
On one hand, they are proudly considered as the symbol of the genius and creativity of the
nation. And on the other hand, being non-conformists, they are seen as marginal by this
very society. Most people still today see the inventor as an absent-minded person, an
eccentric or even as a crackpot!
What can be done to change this
distorted image? Mainly by correctly informing public opinion. There is indeed a lot to
say about famous or less famous inventors around the world - in your own country, to start
with. There is a lot to tell about their inventions, innovations and discoveries. Use
these stories in order to correct the wrong image about the inventor!
Unfortunately, in most
developing countries, inventors still have another psychological difficulty. "Only
foreign products are good"! they say. "Only foreign ideas are true ideas"!
"Only foreign inventors are real inventors". In one word, local inventions are
underestimated, a fact that tends to inhibit all personal efforts of creation. This
psychological problem is indeed a severe one, like all psychological problems. But even
though this inferiority complex is hard to cure, developing countries should challenge it,
thus facing it and including it in all policies promoting local inventive activity.
Public recognition is essential
to the inventor. That is why it is so important that countries pay tribute to their fellow
inventors, using for that purpose all possible means. When you publicize an inventor and
his work, you not only inform the public, you give the inventor self-confidence and a
sense of pride. Further, you encourage all those men and women of ideas, who then have the
feeling that their creation might also be recognized one day.
III. The
independent inventor
This group of inventors have the
qualifications which are necessary for creative work, but they often need to be correctly
oriented in all the many other steps of the invention and innovation process. They
therefore badly need proper advice and training. This can be done by different government
administrations but also by inventors' associations, an important reason why these
associations need to be supported morally and materially by the government.
Another major problem which
inventors as well as small industry face is the cost involved in the filing of a patent
application and the annual fees. Two policies have been adopted: either to reduce the fees
for this category of patent applicants, or to adopt a legal instrument distinct from the
patent law to provide financial assistance to national inventors and particularly to
independent inventors and SMEs. Special laws or regulations give a wide range of
technical, financial and legal assistance to inventors in the country, so as to promote
and encourage local inventions and their manufacture.
The greatest difficulty
inventors face is to commercialize their invention. By providing a preliminary analysis of
the marketability of a new product idea, an inventor will already be able to make informed
development decisions. On their side, inventors must understand that only technological
innovations that have a serious chance to create economic benefits may find financial
support.
IV. Industry
The management must be convinced
that inventions and innovations within the firm are one of the elements of its success,
that without ideas emerging from the brains of its employees the enterprise could not
stand against local and global competition.
On the other hand, the employee
who invents must feel that his invention, his achievement, is recognized by the
management. It will stimulate him, and encourage other employees to invent.
Easy to say. In all countries,
whether developed or developing, difficulties appear and solutions are sought.
The difficulty with most
managers is that they want to make quick money, and with no or little risk, while
introducing an invention in the firm is a costly long-term policy. For the entrepreneurs
to regain some sense of adventure, two main incentives have been thought of. One is of
course the legal protection of the invention by a patent. The other is the financial
incentive introduced in many countries to encourage local innovation activities. In both
cases, governments should give more publicity to all such protection systems and
incentives so that entrepreneurs know about them.
As regards the employees who
invent, there should be systems to reward them. Very few countries, like Germany for
example, have issued a specific law for the benefit of employee inventors. Elsewhere, each
firm, has or has not
its own award regulations.
And what about small inventions
which can be numerous in an enterprise? A simple modification in a tool for example. One
should even encourage the innovation in the working methods. A new movement gaining time,
in its small way, is an innovation too.
It is precisely for this kind of
things, for this kind of proposals, which often come from the workers themselves, that
some enterprises have adopted what they call "suggestion boxes". These boxes can
be found here and there in the factory, like mail boxes, and you just slip your paper in
it.
V. Research
centers at universities and other academic institutions
The first thing that strikes a
visitor in developing countries is the importance of science and technology institutions,
and other university research centers, compared to local industries. The number of
university graduate, the level of knowledge among academics is often very high.
Their primary function, I know,
is to educate. And at a higher level, to publish the results of their research - usually
basic research. All this is good and important. And yet, one can regret that in our
changing world of today, where everything is entwined, academics live in their "ivory
tower"
while local industries live in their compounds, with no link between
them!
Policies for promoting
inventiveness and technological development must tackle this problem. If traditionally,
scientists, for ethical reasons, think that their discoveries should be made free to the
human community, nowadays, research centers and scientific institutions have understood
that through patenting their scientists' inventions, they could bring money in. Mainly to
finance further research.
A survey conducted in Denmark a
few years ago (1992) confirms this trend; only 12 per cent of the scientists recognized
ethical-humanistic considerations to be an important reason for not filing patents. In
fact, the survey shows clearly that the most important reasons for not filing patents are
practical reasons. They are the following in the order of declining importance.
| First of all comes the lack of
knowledge, The lack of knowledge of what can be patented or not. The lack of knowledge in
which cases a patent might be useful.
|
| The lack of time comes second
in the list. Any one who tried one day to file a patent will agree that it is time
consuming. And time is money!
|
| Last but not least, the Danish
survey shows that among the reasons for scientists not to file a patent is the delay in
the publication of the patent. In most cases, the granting of a patent takes at least a
couple of years, while scientist are used to having their articles published - in
scientific journals or symposium proceedings - within a few months.
|
Here is the heart of the
problem. A scientific career is built on publications. Yet in many countries, and in
almost all third world countries, patents live their own life - and/or death - unknown to
the academic world. Under these conditions, how can a patent be considered an asset in the
career of a scientist? Unless things will change. And things are changing at last! More
and more universities and research centers in the US, in Europe and Japan recognize
nowadays patents as equivalent to published papers. I mean equivalent to articles written
for scientific journals and/or lectures given at different symposia.
VI. Women and
girls
No policy promoting
inventiveness and technological innovation can nowadays ignore half of the country, namely
women, so often overlooked in the history of invention. Women inventors do exist, indeed
they need very badly to be taken in hand and supported. Most of the time, their inventions
are hidden from public view and their talents insufficiently exploited. Having studied
this question very closely for many years and having written several books on the subject
of contemporary women inventors, I can assure you that women inventors play a particularly
important role today.
But there are so few women
inventors, some may say. Precisely: It is necessary to help bring them in the limelight,
to give them special attention and recognition. And here, much can be done in cooperation
with women's organizations, women's magazines, etc.
The same applies to girls. Some
people continue to repeat that "girls are not interested in science and technology
anyway". That is not true. Statistics of invention contests among school children and
pupils in Sweden reveal that after 12 to 15 years of contest, the participation of girls
has increased from 12 per cent to reach a level equivalent to that of boys.
Needless to say that girls need
special encouragement. They also desperately need role models. School texts, popular
science books only offer men role models to which girls cannot identify with. Let's make
known to the young generation the names of successful women inventors, be they Nobel prize
winners or simple housewives with simple inventions.
VII. Youth
Youth are the most important
group of potential inventors. Any policy promoting inventiveness should develop
technological awareness of the young generation. Among the measures used by a number of
countries, mention could be made of the following: the publication of a greater number of
books to popularize science; the adoption of radio and TV programs on science and
technology; the establishment of science clubs for boys and girls; the organization of
science and invention competitions and exhibitions for school pupils.
In my view, what is essential in
such programs is the development of creativity among boys and girls alike, the increase of
the number of future generations of "thinking" people, rather than just the
increase of the number of inventors.
Viewed from a much wider
perspective, it is important that education systems should be oriented in such a way to
stimulate creativity in general and technological creativity in particular. Therefore, it
is not sufficient that more emphasis be placed on the teaching of scientific disciplines,
its is necessary that this teaching, as well as the teaching of all disciplines, be based
on the discovery of knowledge and the development of critical attitudes rather than on the
more passive absorption of knowledge.
Regarding the spirit of
observation, of logic and research, I am tempted to recall a well-known German scientist,
Mannfred von Ardenne, who said:
"I recommend to youth,
also to my own children, to cultivate a certain basic attitude, that when seeing
something, they should not regard it as being completed, but that they should have the
basic attitude, 'Everything I come upon can be improved', and then ask themselves, 'How
can I optimize?'"
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